SEAR FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
SEAR FAMILY FOUNDATION (EIN 75-2673430)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-06-17
IRS object ID
202641689349100709
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-06-17T10:36:20-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Joan K Bailey CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1321 Sunset LnAddressLine1Txt
CityFort WorthCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76114ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752673430EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Sear Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSEARBusinessNameControlTxt
Phone5122964780PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11327 Anacapa St Unit AAddressLine1Txt
CitySanta BarbaraCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAdam J T SearPersonNm
Person TitlePresidentPersonTitleTxt
Signature2026-06-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoan K BaileyPreparerPersonNm
PTINP01525573PTIN
Phone8178810499PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,979,167FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$160ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$26InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$26InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$26InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$56,023DividendsRevAndExpnssAmt
Dividends Net Invst Incm$56,023DividendsNetInvstIncmAmt
Dividends Adj Net Incm$56,023DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$89,683NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$237,560GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$89,683CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$145,892TotalRevAndExpnssAmt
Total Net Invst Incm$145,732TotalNetInvstIncmAmt
Total Adj Net Incm$56,049TotalAdjNetIncmAmt
Taxes Rev And Expnss$5,275TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$99,293OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$104,568TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$260,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$260,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$364,568TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$260,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$218,676ExcessRevenueOverExpensesAmt
Net Investment Income$145,732NetInvestmentIncomeAmt
Adjusted Net Income$56,049AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$167,222CashBOYAmt
Cash EOY$93,199CashEOYAmt
Cash EOYFMV$93,199CashEOYFMVAmt
Corporate Bonds BOY$1,460,738CorporateBondsBOYAmt
Corporate Bonds EOY$1,316,401CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,785,968CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$1,100,000InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$1,100,000LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$1,100,000LandBldgInvestmentsEOYAmt
Land EOYFMV$1,100,000LandEOYFMVAmt
Total Assets BOY$2,727,960TotalAssetsBOYAmt
Total Assets EOY$2,509,600TotalAssetsEOYAmt
Total Assets EOYFMV$2,979,167TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,727,960CapitalStockBOYAmt
Capital Stock EOY$2,509,600CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$2,727,960TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,509,600TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,727,960TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,509,600TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,727,960TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$218,676ExcessRevenueOverExpensesAmt
Other Increases$316OtherIncreasesAmt
Subtotal$2,509,600SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,509,600TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
302.901 DFAPXP2017-02-142025-10-29$3,117$3,248-$131-$131
265.29 DFEVXP2017-02-032025-10-29$9,944$6,882$3,062$3,062
941.337 DFITXP2023-09-272025-10-29$3,788$3,193$595$595
1351.972 DFIVXP2023-09-272025-10-29$36,664$25,954$10,710$10,710
9.514 DFREXP2023-09-272025-10-29$367$322$45$45
322.604 DFSHXP2017-02-142025-10-29$3,082$3,077$5$5
212.798 DFSVXP2023-09-272025-10-29$10,510$8,549$1,961$1,961
449.836 DFUSXP2017-02-142025-10-29$20,556$8,197$12,359$12,359
1335.963 DISVXP2017-02-032025-10-29$40,291$26,824$13,467$13,467
900.29 DURPXP2017-02-132025-10-29$24,815$16,717$8,098$8,098
213.176 FEUPXP2023-09-272025-10-29$14,255$10,886$3,369$3,369
179.421 GSZIXP2017-02-142025-10-29$1,735$1,726$9$9
236 IEMGP2023-09-262025-10-29$16,354$11,184$5,170$5,170
6 PDBCP2023-09-262025-10-29$81$90-$9-$9
73.224 TNGYP2017-02-032025-10-29$653$636$17$17
147.104 VADDXP2023-09-272025-10-29$11,643$9,647$1,996$1,996
73.865 VAIPXP2017-02-142025-10-29$1,726$1,896-$170-$170
19.407 VARBXP2017-02-142025-10-29$201$200$1$1
791.92 VFSUXP2021-09-282025-10-29$8,316$8,649-$333-$333
Capital Gain Dividends$29,462
FieldValueIRS element (for citing)
Capital Gain Net Income$89,683CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,026InvestmentIncomeExciseTaxAmt
Subtotal$2,026SubtotalAmt
Tax Based On Investment Income$2,026TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$89EsPenaltyAmt
Tax Due$2,115TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Judith SearBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8175260011PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11327 Anacapa St Unit AAddressLine1Txt
CitySanta BarbaraCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93101ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Judith Sear
1327 Anacapa St Unit ASanta BarbaraCA93101Sec/Treas0.00$0
Adam J T Sear
3300 Bee Caves Rd Ste 650AustinTX78746President0.00$0
Katherine M Johnson
65 Graycliff RdNewtonMA02159Director0.00$0
Charles D Sear
2450 Oak Hill Circle 1111Fort WorthTX76103Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,840,614AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$70,030AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,910,644TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,910,644AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,660CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,881,984NetVlNoncharitableAssetsAmt
Minimum Investment Return$94,099MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$94,099MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,026TaxBasedOnInvestmentIncomeAmt
Total Tax$2,026TotalTaxAmt
Distributable Before Adj$92,073DistributableBeforeAdjAmt
Distributable Before Ded$92,073DistributableBeforeDedAmt
Distributable As Adjusted$92,073DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$260,000ExpensesAndContributionsAmt
Qualifying Distributions$260,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$92,073DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$111,230ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$43,997ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$921ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$114,574ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,071,208ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,341,930TotalExcessDistributionCyovAmt
Qualifying Distributions$260,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$92,073AppliedToCurrentYearAmt
Remaining Distri From Corpus$167,927RemainingDistriFromCorpusAmt
Total Corpus$1,509,857TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$111,230ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,398,627ExcessDistriCyovToNextYrAmt
Excess From Year4$43,997ExcessFromYear4Amt
Excess From Year3$921ExcessFromYear3Amt
Excess From Year2$114,574ExcessFromYear2Amt
Excess From Year1$1,071,208ExcessFromYear1Amt
Excess From Current Year$167,927ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJudith SearRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11327 Anacapa St Unit AAddressLine1Txt
CitySanta BarbaraCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93101ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8175260011RecipientPhoneNum
Form And Info And MaterialsNo specific form.FormAndInfoAndMaterialsTxt
Submission DeadlinesNoneSubmissionDeadlinesTxt
Restrictions On AwardsNoneRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonSchwab Charitable FundRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1211 Main StAddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPFRecipientFoundationStatusCd
Grant Or Contribution PurposeUnrestrictedGrantOrContributionPurposeTxt
Amt$260,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$260,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$56,023ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$89,683ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$145,732ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$145,732TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Category Or ItemLandCategoryOrItemTxt
Cost Or Other Basis$1,100,000CostOrOtherBasisAmt
Book Value$1,100,000BookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Investment account fees$19,325
Land maintenance$79,968

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescMiscellaneous increaseDesc
Amt$316Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmt
Foreign tax on dividends$1,400
Foundation Federal Tax$3,715
Mineral interest property tax$160

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