SEAR FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SEAR FAMILY FOUNDATION (EIN 75-2673430)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-08-24
IRS object ID
202042379349100414
Schema version
2019v5.0
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)
Return2020-08-24T11:05:17-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Line12706 Cockrell AvenueAddressLine1Txt
CityFort WorthCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76109ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

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
Phone8175260011PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line135 Watergate Drive 502AddressLine1Txt
CitySarasotaCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34236ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAdam J T SearPersonNm
Person TitleDirectorPersonTitleTxt
Signature2020-08-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoan BaileyPreparerPersonNm
PTINP01525573PTIN
Phone8178810499PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-11-19 02:30:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,497,564FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$207,396ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$161InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$161InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$161InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$52,484DividendsRevAndExpnssAmt
Dividends Net Invst Incm$52,484DividendsNetInvstIncmAmt
Dividends Adj Net Incm$52,484DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$14,094NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$14,121GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$14,094CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,345OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$275,480TotalRevAndExpnssAmt
Total Net Invst Incm$66,739TotalNetInvstIncmAmt
Total Adj Net Incm$52,645TotalAdjNetIncmAmt
Taxes Rev And Expnss$3,280TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$50,512OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$53,792TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$300,550ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$300,550ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$354,342TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$300,550TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$78,862ExcessRevenueOverExpensesAmt
Net Investment Income$66,739NetInvestmentIncomeAmt
Adjusted Net Income$52,645AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$230,961CashBOYAmt
Cash EOY$56,286CashEOYAmt
Cash EOYFMV$56,286CashEOYFMVAmt
Sav And Temp Cash Invst BOY$514,633SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$34,000SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$34,000SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$355,374CorporateStockBOYAmt
Corporate Stock EOY$573,315CorporateStockEOYAmt
Corporate Stock EOYFMV$624,233CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,575,544CorporateBondsBOYAmt
Corporate Bonds EOY$1,574,382CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,683,045CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$1,100,000InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$1,100,000LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$1,100,000LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$1,100,000LandBldgInvestmentsEOYFMVAmt
Other Assets BOY$60,900OtherAssetsBOYAmt
Total Assets BOY$3,837,412TotalAssetsBOYAmt
Total Assets EOY$3,337,983TotalAssetsEOYAmt
Total Assets EOYFMV$3,497,564TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$3,837,412CapitalStockBOYAmt
Capital Stock EOY$3,337,983CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$3,837,412TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,337,983TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,837,412TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,337,983TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,837,412TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$78,862ExcessRevenueOverExpensesAmt
Subtotal$3,758,550SubtotalAmt
Other Decreases$420,567OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,337,983TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
.8 Cash in Lieu - AlconP2011-04-122019-04-09$45$27$18$18
The Blackstone Group LPP2008-11-112019-11-11$994$994$994
Capital Gain Dividends$13,082
FieldValueIRS element (for citing)
Capital Gain Net Income$14,094CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$300,170AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,956,569NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.15342DistributionYr1Rt
Adjusted Qlfy Distri Yr2$524,805AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,094,400NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.25058DistributionYr2Rt
Adjusted Qlfy Distri Yr3$309,157AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,710,811NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.18071DistributionYr3Rt
Adjusted Qlfy Distri Yr4$328,943AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,862,593NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.17661DistributionYr4Rt
Adjusted Qlfy Distri Yr5$404,035AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,518,662NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.26605DistributionYr5Rt
Total Distribution1.027352TotalDistributionRt
Average Distribution0.205470AverageDistributionRt
Net Vl Noncharitable Assets$1,909,251NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$392,294AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$667NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$392,961AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$300,550QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,335InvestmentIncomeExciseTaxAmt
Subtotal$1,335SubtotalAmt
Tax Based On Investment Income$1,335TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$51EsPenaltyAmt
Tax Due$1,386TaxDueAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
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 Line135 Watergate Drive 502AddressLine1Txt
CitySarasotaCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34236ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Timothy R G Sear
35 Watergate Drive 502SarasotaFL34236President0.00$0
Judith Sear
35 Watergate Drive 502SarasotaFL34236Sec/Treas0.00$0
Adam J T Sear
3300 Bee Caves Rd Ste 650AustinTX78746Director0.00$0
Katherine M Johnson
65 Graycliff RdNewtonMA02159Director0.00$0
Charles D Sear
4109 County Road 707CleburneTX76031Director0.00$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$1,719,143AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$219,183AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,938,326TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,938,326AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,075CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,909,251NetVlNoncharitableAssetsAmt
Minimum Investment Return$95,463MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$95,463MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,335TaxBasedOnInvestmentIncomeAmt
Total Tax$1,335TotalTaxAmt
Distributable Before Adj$94,128DistributableBeforeAdjAmt
Distributable Before Ded$94,128DistributableBeforeDedAmt
Distributable As Adjusted$94,128DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$300,550ExpensesAndContributionsAmt
Qualifying Distributions$300,550QualifyingDistributionsAmt
Adjusted Qualifying Distri$300,550AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$94,128DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$329,875ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$237,116ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$224,674ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$420,359ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$205,277ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,417,301TotalExcessDistributionCyovAmt
Qualifying Distributions$300,550QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$94,128AppliedToCurrentYearAmt
Remaining Distri From Corpus$206,422RemainingDistriFromCorpusAmt
Total Corpus$1,623,723TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$329,875ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,293,848ExcessDistriCyovToNextYrAmt
Excess From Year4$237,116ExcessFromYear4Amt
Excess From Year3$224,674ExcessFromYear3Amt
Excess From Year2$420,359ExcessFromYear2Amt
Excess From Year1$205,277ExcessFromYear1Amt
Excess From Current Year$206,422ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJudith SearRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line135 Watergate Drive 502AddressLine1Txt
CitySarasotaCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34236ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8175260011RecipientPhoneNum
Form And Info And MaterialsNo Specific FormFormAndInfoAndMaterialsTxt
Submission DeadlinesNoneSubmissionDeadlinesTxt
Restrictions On AwardsNoneRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Bobby Holloway Foundation
PO Box 712St JamesFL33956Unrestricted$800
Jack Jill Late Stage Cancer Foundat
3282 Northside Pkwy NW Ste 100AtlantaGA30327Unrestricted$5,000
Johnson String Project
1029 Chestnut StreetNewton Upper FallsMA02464Unrestricted$15,000
Randell Research Center
PO Box 608PinelandFL33945Unrestricted$15,000
Schwab Charitable Fund
211 Main StSan FranciscoCA94105Unrestricted$170,000
USEPPA Island Historical Society
PO Box 640BokeeliaFL33922Unrestricted$77,500
USEPPA Island Fire and Rescue
PO Box 640BokeeliaFL33922Unrestricted$5,000
USEPPA Island Fire and Rescue
PO Box 640BokeeliaFL33922Unrestricted$8,250
YMCA of Austin
3208 Red River Ste 200AustinTX78705Unrestricted$5,000
Akilah Institute for Women - Void c
109 N Brush St Ste 300TampaFL33602Unrestricted-$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$300,550TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$161ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$52,484ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business900001BusinessCd
Unrelated Business Taxbl Incm$63UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$1,282ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$994ExclusionAmt
Related Or Exempt Function Incm$13,100RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$63UnrelatedBusinessTaxblIncmAmt
Exclusion$54,921ExclusionAmt
Related Or Exempt Function Incm$13,100RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$68,084TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonTim and Judith SearContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line135 Watergate Drive 502AddressLine1Txt
CitySarasotaCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34236ZIPCd
FieldValueIRS element (for citing)
Total Contributions$207,396TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property714 Apple Inc sharesNoncashPropertyDesc
Fair Market Value$207,396FairMarketValueAmt
Received2019-12-27ReceivedDt

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
EOYFMV$1,100,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Account Fees$12
Board Fees$2,500
Land Maintenance$48,000

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$1,345RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
Foundation Federal Tax$3,045
O&G Property tax$235

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