2024-07-12T07:16:45-07:00 2023-12-31 Joan K Bailey CPA 2706 Cockrell Avenue Fort Worth TX 76109 990PF 2023-01-01 752673430 Sear Family Foundation SEAR 5122964780 35 Watergate Drive 502 Sarasota FL 34236 Adam J T Sear President 2024-07-12 true Adam J T Sear 999009999 true Joan K Bailey P01525573 8178810499 X 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 4154680 X X 209 209 209 90070 90070 90070 166878 1330319 166878 257157 257157 90279 3200 1569 3302 19299 29990 24068 33292 0 260000 260000 284068 33292 260000 -26911 223865 90279 95443 85182 85182 945653 1711924 2609237 2969498 1100000 1100000 1100000 1100000 3853020 3794419 4154680 0 X 3853020 3794419 3853020 3794419 3853020 3794419 3853020 -26911 3826109 31690 3794419 1400 Alcon Inc P 2011-04-12 2023-09-26 107820 122906 -15086 -15086 1377 Apple Inc P 2010-11-02 2023-09-26 237628 223353 14275 14275 157 Goldman Sachs P 2022-05-09 2023-09-26 50711 54256 -3545 -3545 658 Home Depot P 2012-06-26 2023-09-26 198760 135515 63245 63245 1665 Lamb Weston Hldgs P 2011-01-04 2023-09-26 154866 120812 34054 34054 800 Morgan Stanley P 2013-04-16 2023-09-26 65481 80320 -14839 -14839 1792 Novartis P 2012-06-30 2023-09-26 182101 156172 25929 25929 650 Oracle P 2022-05-09 2023-09-26 68431 52318 16113 16113 254.677 DFA Emerging Mkt P 2020-06-20 2023-10-23 6874 6772 102 102 1021.5 DFA US Lg Co P 2020-06-20 2023-10-23 29427 18616 10811 10811 126.19 Vanguard Gwth Index P 2020-06-20 2023-10-23 17514 7730 9784 9784 2273.08 Vanguard ST Invest P 2020-06-20 2023-10-23 22443 24826 -2383 -2383 1966.453 Baillie GIfford Intl P 2020-06-20 2023-12-18 23715 35430 -11715 -11715 210.757 DFA Emerging Mkt P 2020-06-20 2023-12-18 6000 5604 396 396 1103.022 DFA Intl RE P 2020-06-20 2023-12-18 4000 5275 -1275 -1275 146.644 DFA Int Small Cap P 2020-06-20 2023-12-18 3000 2988 12 12 271.227 DFA US Small Cap P 2020-06-20 2023-12-18 11900 10339 1561 1561 1304.233 Northern Mid Cap P 2020-06-20 2023-12-18 27713 24329 3384 3384 372.48 DFA Int Small Cap P 2023-06-20 2023-10-23 7092 7418 -326 -326 378.42 DFA INTl Value I P 2023-06-20 2023-10-23 6929 7265 -336 -336 219.56 DFA US Lg Cap P 2023-06-20 2023-10-23 8864 9212 -348 -348 392.937 DFA US Small Cap P 2023-06-20 2023-10-23 15062 15786 -724 -724 56.997 Invesco Equally Wtd P 2023-06-20 2023-10-23 3614 3738 -124 -124 518.074 Northern Mid Cap P 2023-06-20 2023-10-23 9559 9933 -374 -374 340 Invsc Acty Mng P 2023-12-15 2023-12-19 4753 5113 -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 19100 17415 1685 1685 Capital Gain Dividends 36190 166878 -135 3112 3112 3112 X 78 3190 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 500 Throckmorton Street 3001 Fort Worth TX 76102 Director 0.00 0 NONE NONE 2969946 46047 0 3015993 0 3015993 45240 2970753 148538 148538 3112 3112 145426 145426 145426 260000 260000 145426 205277 206422 111230 43997 921 567847 260000 0 145426 114574 682421 0 205277 477144 206422 111230 43997 921 114574 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 260000 260000 14 209 14 90070 18 36190 130688 126469 130688 257157 false false false false false false false false false false Tax Preparation fee 3200 0 0 0 Land 1100000 1100000 1100000 Net Unrealized Change in Investments 31690 Check print charge 14 Investment account fees 29990 Land maintenance 19285 Foreign tax on dividends 3302 Foundation Federal Tax 1388 Mineral interest property tax 181