2025-04-14T07:37:29-07:00 2024-12-31 Joan K Bailey CPA 2706 Cockrell Avenue Fort Worth TX 76109 990PF 2024-01-01 752673430 Sear Family Foundation SEAR 5122964780 35 Watergate Drive 502 Sarasota FL 34236 Adam J T Sear President 2025-04-14 true true Joan K Bailey P01525573 8178810499 X 2024 2025-03-06 01:10:19Z X 3037056 X 186 X 210 210 210 54824 54824 54824 199705 1366948 199705 22001 254925 254739 77035 3200 5031 144145 152376 0 0 1170000 1170000 1322376 0 1170000 -1067451 254739 77035 85182 167222 167222 2609237 1460738 1769834 1100000 1100000 1100000 1100000 3794419 2727960 3037056 0 X 3794419 2727960 3794419 2727960 3794419 2727960 3794419 -1067451 992 2727960 2727960 4292 Baillie GIfford Intl P 2023-06-30 2024-04-30 51580 46801 4779 4779 701 DFA Invest Grade P 2022-06-30 2024-06-30 7041 7522 -481 -481 1867 DFA Emerging Mkt P 2022-06-30 2024-06-30 53368 49524 3844 3844 3149 DFA Intl RE P 2017-02-03 2024-01-23 11108 15065 -3957 -3957 2800 DFA Intl RE P 2023-09-27 2024-06-20 9794 9493 301 301 3654 DFA INTl Value I P 2017-02-03 2024-01-23 71847 64262 7585 7585 4109 DFA Lg Cap Value P 2017-02-14 2024-01-23 182262 150000 32262 32262 93 DFA Lg Cap Value P 2023-09-27 2024-01-23 4129 3905 224 224 358 DFA RE Sec P 2017-02-14 2024-04-26 12825 12500 325 325 150 DFA RE Sec P 2023-09-27 2024-04-26 5969 5072 897 897 3140 DFA US Small Cap P 2017-02-14 2024-01-23 140600 120341 20259 20259 2783 DFA US Lg Cap P 2017-02-14 2024-08-13 93154 50722 42432 42432 3332 DFA Int Small Cap P 2017-02-14 2024-08-13 69853 67790 2063 2063 915 DFA US HI Relatv P 2023-09-27 2024-10-28 22574 16936 5638 5638 4937 DFA US HI Relatv P 2023-09-27 2024-04-26 107521 91540 15981 15981 2062 Eaton Vance Floating P 2017-02-14 2024-01-23 17327 18535 -1208 -1208 285 American Funds Europacific P 2017-02-14 2024-04-26 16575 13999 2576 2576 338 Goldman Sachs Dynamic Bd P 2017-02-14 2024-08-13 3178 3253 -75 -75 23 Ishares Core MSCI Emerg P 2023-09-26 2024-10-28 1303 1090 213 213 439 Ishares Core MSCI Emerg P 2023-09-26 2024-08-13 21910 20804 1106 1106 1508 Tortoise Energy Infras P 2023-09-27 2024-01-23 11298 11373 -75 -75 1287 Tortoise Energy Infras P 2017-02-03 2024-01-23 10683 11268 -585 -585 1870 Loomis Sayles Bond P 2017-02-14 2024-01-23 21555 26000 -4445 -4445 679 Loomis Sayles Bond P 2023-09-27 2024-01-23 7822 7515 307 307 3254 Northern Mid Cap P 2017-02-14 2024-01-23 66949 61131 5818 5818 1301 Invsc Acty Mng P 2023-09-26 2024-01-23 17372 19567 -2195 -2195 592 Invsc Acty Mng P 2023-09-26 2024-04-26 8455 8903 -448 -448 2643 Pimxo Emerg Mkts P 2017-02-14 2024-06-12 15895 19553 -3658 -3658 3089 Pimco Internatl Bond P 2023-06-30 2024-06-23 23175 22051 1124 1124 1975 Virtus Seix Flting Rate P 2017-02-14 2024-01-23 15637 17295 -1658 -1658 792 Invesco Equally Wtd P 2017-02-14 2024-10-28 61356 47211 14145 14145 1228 Vanguard Inflation Prot P 2021-09-28 2024-01-23 28093 34334 -6241 -6241 2442 First Trust Merger Arbitr P 2017-02-14 2024-10-28 26168 27480 -1312 -1312 5335 Vanguard ST Invest P 2021-09-28 2024-01-23 54405 58270 -3865 -3865 427 Vanguard Gwth Index P 2017-02-14 2024-01-23 70571 26138 44433 44433 Capital Gain Dividends 23596 199705 22001 3541 3541 3541 X 174 3715 0 false false false false false false false false true TX true false false false true true N/A Judith Sear 8175260011 35 Watergate Drive 502 Sarasota FL 34236 false false false false false false false false false false false false false false false false false false false false false false 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 NONE NONE 2000114 77713 0 2077827 0 2077827 31167 2046660 102333 102333 3541 3541 98792 98792 98792 1170000 1170000 98792 206422 111230 43997 921 114574 477144 1170000 0 98792 1071208 1548352 0 206422 1341930 111230 43997 921 114574 1071208 Judith Sear 35 Watergate Drive 502 Sarasota FL 34236 8175260011 No specific form. None None Schwab Charitable Fund 211 Main St San Francisco CA 94105 Unrestricted 1170000 1170000 14 210 14 54824 18 199705 254739 254739 false false false false false false false false false false Tax Preparation fee 3200 0 0 0 Land 1100000 1100000 1100000 Investment account fees 20050 Land maintenance 124095 Foreign tax on dividends 1574 Foundation Federal Tax 3271 Mineral interest property tax 186