SEAR FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SEAR FAMILY FOUNDATION (EIN 75-2673430)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-12
- IRS object ID
- 202411949349100306
- Schema version
- 2023v5.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-12T07:16:45-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | 2024-07-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Adam J T | PersonFirstNm |
| Person Last | Sear | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,154,680 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $209 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $209 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $209 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $90,070 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $90,070 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $90,070 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $166,878 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,330,319 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $166,878 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $257,157 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $257,157 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $90,279 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,200 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,569 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,302 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $19,299 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,990 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $24,068 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,292 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $260,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $260,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $284,068 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,292 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $260,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,911 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $223,865 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $90,279 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $95,443 | CashBOYAmt |
| Cash EOY | $85,182 | CashEOYAmt |
| Cash EOYFMV | $85,182 | CashEOYFMVAmt |
| Corporate Stock BOY | $945,653 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $1,711,924 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,609,237 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,969,498 | 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 | $3,853,020 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,794,419 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,154,680 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,853,020 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,794,419 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,853,020 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,794,419 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,853,020 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,794,419 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,853,020 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,911 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,826,109 | SubtotalAmt |
| Other Decreases | $31,690 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,794,419 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1400 Alcon Inc | P | 2011-04-12 | 2023-09-26 | $107,820 | $122,906 | -$15,086 | -$15,086 |
| 1377 Apple Inc | P | 2010-11-02 | 2023-09-26 | $237,628 | $223,353 | $14,275 | $14,275 |
| 157 Goldman Sachs | P | 2022-05-09 | 2023-09-26 | $50,711 | $54,256 | -$3,545 | -$3,545 |
| 658 Home Depot | P | 2012-06-26 | 2023-09-26 | $198,760 | $135,515 | $63,245 | $63,245 |
| 1665 Lamb Weston Hldgs | P | 2011-01-04 | 2023-09-26 | $154,866 | $120,812 | $34,054 | $34,054 |
| 800 Morgan Stanley | P | 2013-04-16 | 2023-09-26 | $65,481 | $80,320 | -$14,839 | -$14,839 |
| 1792 Novartis | P | 2012-06-30 | 2023-09-26 | $182,101 | $156,172 | $25,929 | $25,929 |
| 650 Oracle | P | 2022-05-09 | 2023-09-26 | $68,431 | $52,318 | $16,113 | $16,113 |
| 254.677 DFA Emerging Mkt | P | 2020-06-20 | 2023-10-23 | $6,874 | $6,772 | $102 | $102 |
| 1021.5 DFA US Lg Co | P | 2020-06-20 | 2023-10-23 | $29,427 | $18,616 | $10,811 | $10,811 |
| 126.19 Vanguard Gwth Index | P | 2020-06-20 | 2023-10-23 | $17,514 | $7,730 | $9,784 | $9,784 |
| 2273.08 Vanguard ST Invest | P | 2020-06-20 | 2023-10-23 | $22,443 | $24,826 | -$2,383 | -$2,383 |
| 1966.453 Baillie GIfford Intl | P | 2020-06-20 | 2023-12-18 | $23,715 | $35,430 | -$11,715 | -$11,715 |
| 210.757 DFA Emerging Mkt | P | 2020-06-20 | 2023-12-18 | $6,000 | $5,604 | $396 | $396 |
| 1103.022 DFA Intl RE | P | 2020-06-20 | 2023-12-18 | $4,000 | $5,275 | -$1,275 | -$1,275 |
| 146.644 DFA Int Small Cap | P | 2020-06-20 | 2023-12-18 | $3,000 | $2,988 | $12 | $12 |
| 271.227 DFA US Small Cap | P | 2020-06-20 | 2023-12-18 | $11,900 | $10,339 | $1,561 | $1,561 |
| 1304.233 Northern Mid Cap | P | 2020-06-20 | 2023-12-18 | $27,713 | $24,329 | $3,384 | $3,384 |
| 372.48 DFA Int Small Cap | P | 2023-06-20 | 2023-10-23 | $7,092 | $7,418 | -$326 | -$326 |
| 378.42 DFA INTl Value I | P | 2023-06-20 | 2023-10-23 | $6,929 | $7,265 | -$336 | -$336 |
| 219.56 DFA US Lg Cap | P | 2023-06-20 | 2023-10-23 | $8,864 | $9,212 | -$348 | -$348 |
| 392.937 DFA US Small Cap | P | 2023-06-20 | 2023-10-23 | $15,062 | $15,786 | -$724 | -$724 |
| 56.997 Invesco Equally Wtd | P | 2023-06-20 | 2023-10-23 | $3,614 | $3,738 | -$124 | -$124 |
| 518.074 Northern Mid Cap | P | 2023-06-20 | 2023-10-23 | $9,559 | $9,933 | -$374 | -$374 |
| 340 Invsc Acty Mng | P | 2023-12-15 | 2023-12-19 | $4,753 | $5,113 | -$360 | -$360 |
| Baillie GIfford Intl | P | 2023-06-20 | 2023-12-18 | $772 | $772 | $772 | |
| 937.929 DFA US HI Relatv | P | 2023-06-20 | 2023-12-18 | $19,100 | $17,415 | $1,685 | $1,685 |
| Capital Gain Dividends | $36,190 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $166,878 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$135 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,112 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,112 | SubtotalAmt |
| Tax Based On Investment Income | $3,112 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $78 | EsPenaltyAmt |
| Tax Due | $3,190 | 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 | ||||||
| 500 Throckmorton Street 3001 | Fort Worth | TX | 76102 | 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 | $2,969,946 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,047 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,015,993 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,015,993 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,240 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,970,753 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $148,538 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $148,538 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,112 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,112 | TotalTaxAmt |
| Distributable Before Adj | $145,426 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $145,426 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $145,426 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $260,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $260,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $145,426 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $205,277 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $206,422 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $111,230 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $43,997 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $921 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $567,847 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $260,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $145,426 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $114,574 | RemainingDistriFromCorpusAmt |
| Total Corpus | $682,421 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $205,277 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $477,144 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $206,422 | ExcessFromYear4Amt |
| Excess From Year3 | $111,230 | ExcessFromYear3Amt |
| Excess From Year2 | $43,997 | ExcessFromYear2Amt |
| Excess From Year1 | $921 | ExcessFromYear1Amt |
| Excess From Current Year | $114,574 | 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 | $260,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $260,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $209 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $90,070 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $36,190 | ExclusionAmt |
| Related Or Exempt Function Incm | $130,688 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $126,469 | ExclusionAmt |
| Related Or Exempt Function Incm | $130,688 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $257,157 | 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 Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Unrealized Change in Investments | Desc |
| Amt | $31,690 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Check print charge | $14 | |
| Investment account fees | $29,990 | |
| Land maintenance | $19,285 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | Net Investment IncomeNetInvestmentIncomeAmt | AmtAmt |
|---|---|---|
| Foreign tax on dividends | $3,302 | |
| Foundation Federal Tax | $1,388 | |
| Mineral interest property tax | $181 |
Comments