SEAR FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SEAR FAMILY FOUNDATION (EIN 75-2673430)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-14
- IRS object ID
- 202501049349100710
- Schema version
- 2024v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Land Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-14T07:37:29-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joan K Bailey CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2706 Cockrell Avenue | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752673430 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sear Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEAR | BusinessNameControlTxt |
| Phone | 5122964780 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 Watergate Drive 502 | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Adam J T Sear | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2025-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joan K Bailey | PreparerPersonNm |
| PTIN | P01525573 | PTIN |
| Phone | 8178810499 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,037,056 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $186 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $210 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $210 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $210 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $54,824 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54,824 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $54,824 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $199,705 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,366,948 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $199,705 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $22,001 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $254,925 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $254,739 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $77,035 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,200 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $5,031 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $144,145 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $152,376 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,170,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,170,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,322,376 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,170,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,067,451 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $254,739 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $77,035 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $85,182 | CashBOYAmt |
| Cash EOY | $167,222 | CashEOYAmt |
| Cash EOYFMV | $167,222 | CashEOYFMVAmt |
| Corporate Bonds BOY | $2,609,237 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,460,738 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,769,834 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,100,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $1,100,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,100,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,100,000 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,794,419 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,727,960 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,037,056 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,794,419 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,727,960 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,794,419 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,727,960 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,794,419 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,727,960 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,794,419 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,067,451 | ExcessRevenueOverExpensesAmt |
| Other Increases | $992 | OtherIncreasesAmt |
| Subtotal | $2,727,960 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,727,960 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 4292 Baillie GIfford Intl | P | 2023-06-30 | 2024-04-30 | $51,580 | $46,801 | $4,779 | $4,779 |
| 701 DFA Invest Grade | P | 2022-06-30 | 2024-06-30 | $7,041 | $7,522 | -$481 | -$481 |
| 1867 DFA Emerging Mkt | P | 2022-06-30 | 2024-06-30 | $53,368 | $49,524 | $3,844 | $3,844 |
| 3149 DFA Intl RE | P | 2017-02-03 | 2024-01-23 | $11,108 | $15,065 | -$3,957 | -$3,957 |
| 2800 DFA Intl RE | P | 2023-09-27 | 2024-06-20 | $9,794 | $9,493 | $301 | $301 |
| 3654 DFA INTl Value I | P | 2017-02-03 | 2024-01-23 | $71,847 | $64,262 | $7,585 | $7,585 |
| 4109 DFA Lg Cap Value | P | 2017-02-14 | 2024-01-23 | $182,262 | $150,000 | $32,262 | $32,262 |
| 93 DFA Lg Cap Value | P | 2023-09-27 | 2024-01-23 | $4,129 | $3,905 | $224 | $224 |
| 358 DFA RE Sec | P | 2017-02-14 | 2024-04-26 | $12,825 | $12,500 | $325 | $325 |
| 150 DFA RE Sec | P | 2023-09-27 | 2024-04-26 | $5,969 | $5,072 | $897 | $897 |
| 3140 DFA US Small Cap | P | 2017-02-14 | 2024-01-23 | $140,600 | $120,341 | $20,259 | $20,259 |
| 2783 DFA US Lg Cap | P | 2017-02-14 | 2024-08-13 | $93,154 | $50,722 | $42,432 | $42,432 |
| 3332 DFA Int Small Cap | P | 2017-02-14 | 2024-08-13 | $69,853 | $67,790 | $2,063 | $2,063 |
| 915 DFA US HI Relatv | P | 2023-09-27 | 2024-10-28 | $22,574 | $16,936 | $5,638 | $5,638 |
| 4937 DFA US HI Relatv | P | 2023-09-27 | 2024-04-26 | $107,521 | $91,540 | $15,981 | $15,981 |
| 2062 Eaton Vance Floating | P | 2017-02-14 | 2024-01-23 | $17,327 | $18,535 | -$1,208 | -$1,208 |
| 285 American Funds Europacific | P | 2017-02-14 | 2024-04-26 | $16,575 | $13,999 | $2,576 | $2,576 |
| 338 Goldman Sachs Dynamic Bd | P | 2017-02-14 | 2024-08-13 | $3,178 | $3,253 | -$75 | -$75 |
| 23 Ishares Core MSCI Emerg | P | 2023-09-26 | 2024-10-28 | $1,303 | $1,090 | $213 | $213 |
| 439 Ishares Core MSCI Emerg | P | 2023-09-26 | 2024-08-13 | $21,910 | $20,804 | $1,106 | $1,106 |
| 1508 Tortoise Energy Infras | P | 2023-09-27 | 2024-01-23 | $11,298 | $11,373 | -$75 | -$75 |
| 1287 Tortoise Energy Infras | P | 2017-02-03 | 2024-01-23 | $10,683 | $11,268 | -$585 | -$585 |
| 1870 Loomis Sayles Bond | P | 2017-02-14 | 2024-01-23 | $21,555 | $26,000 | -$4,445 | -$4,445 |
| 679 Loomis Sayles Bond | P | 2023-09-27 | 2024-01-23 | $7,822 | $7,515 | $307 | $307 |
| 3254 Northern Mid Cap | P | 2017-02-14 | 2024-01-23 | $66,949 | $61,131 | $5,818 | $5,818 |
| 1301 Invsc Acty Mng | P | 2023-09-26 | 2024-01-23 | $17,372 | $19,567 | -$2,195 | -$2,195 |
| 592 Invsc Acty Mng | P | 2023-09-26 | 2024-04-26 | $8,455 | $8,903 | -$448 | -$448 |
| 2643 Pimxo Emerg Mkts | P | 2017-02-14 | 2024-06-12 | $15,895 | $19,553 | -$3,658 | -$3,658 |
| 3089 Pimco Internatl Bond | P | 2023-06-30 | 2024-06-23 | $23,175 | $22,051 | $1,124 | $1,124 |
| 1975 Virtus Seix Flting Rate | P | 2017-02-14 | 2024-01-23 | $15,637 | $17,295 | -$1,658 | -$1,658 |
| 792 Invesco Equally Wtd | P | 2017-02-14 | 2024-10-28 | $61,356 | $47,211 | $14,145 | $14,145 |
| 1228 Vanguard Inflation Prot | P | 2021-09-28 | 2024-01-23 | $28,093 | $34,334 | -$6,241 | -$6,241 |
| 2442 First Trust Merger Arbitr | P | 2017-02-14 | 2024-10-28 | $26,168 | $27,480 | -$1,312 | -$1,312 |
| 5335 Vanguard ST Invest | P | 2021-09-28 | 2024-01-23 | $54,405 | $58,270 | -$3,865 | -$3,865 |
| 427 Vanguard Gwth Index | P | 2017-02-14 | 2024-01-23 | $70,571 | $26,138 | $44,433 | $44,433 |
| Capital Gain Dividends | $23,596 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $199,705 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $22,001 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,541 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,541 | SubtotalAmt |
| Tax Based On Investment Income | $3,541 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $174 | EsPenaltyAmt |
| Tax Due | $3,715 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Judith Sear | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8175260011 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 Watergate Drive 502 | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Judith Sear | ||||||
| 35 Watergate Drive 502 | Sarasota | FL | 34236 | Sec/Treas | 0.00 | $0 |
| Adam J T Sear | ||||||
| 3300 Bee Caves Rd Ste 650 | Austin | TX | 78746 | President | 0.00 | $0 |
| Katherine M Johnson | ||||||
| 65 Graycliff Rd | Newton | MA | 02159 | Director | 0.00 | $0 |
| Charles D Sear | ||||||
| 4301 County Road 707 | Cleburne | TX | 76031 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,000,114 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $77,713 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,077,827 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,077,827 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,167 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,046,660 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $102,333 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $102,333 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,541 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,541 | TotalTaxAmt |
| Distributable Before Adj | $98,792 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $98,792 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $98,792 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,170,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,170,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $98,792 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $206,422 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $111,230 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $43,997 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $921 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $114,574 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $477,144 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,170,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $98,792 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,071,208 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,548,352 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $206,422 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,341,930 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $111,230 | ExcessFromYear4Amt |
| Excess From Year3 | $43,997 | ExcessFromYear3Amt |
| Excess From Year2 | $921 | ExcessFromYear2Amt |
| Excess From Year1 | $114,574 | ExcessFromYear1Amt |
| Excess From Current Year | $1,071,208 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Judith Sear | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 Watergate Drive 502 | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8175260011 | RecipientPhoneNum |
| Form And Info And Materials | No specific form. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Schwab Charitable Fund | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 Main St | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | Unrestricted | GrantOrContributionPurposeTxt |
| Amt | $1,170,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,170,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $210 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,824 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $199,705 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $254,739 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $254,739 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Preparation fee | CategoryTxt |
| Amt | $3,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Land | CategoryOrItemTxt |
| Cost Or Other Basis | $1,100,000 | CostOrOtherBasisAmt |
| Book Value | $1,100,000 | BookValueAmt |
| EOYFMV | $1,100,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Investment account fees | $20,050 |
| Land maintenance | $124,095 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Foreign tax on dividends | $1,574 |
| Foundation Federal Tax | $3,271 |
| Mineral interest property tax | $186 |
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