SEAR FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SEAR FAMILY FOUNDATION (EIN 75-2673430)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-11
- IRS object ID
- 201841319349100229
- Schema version
- 2017v2.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Land Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T07:22:27-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 8173711663 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 640 | AddressLine1Txt |
| City | Bokeelia | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33922 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Timothy R G Sear | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joan K Bailey | PreparerPersonNm |
| PTIN | P01525573 | PTIN |
| Phone | 8179215102 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,455,402 | 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 | $726,159 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $33 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $33 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $15,417 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,417 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $15,417 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$205,917 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,971,897 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $2,550 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $538,242 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,450 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $15,450 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,450 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,320 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $230 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,090 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,080 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $80 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,300 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,760 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,540 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $502,402 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $502,402 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $526,702 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,760 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $524,942 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,540 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,690 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,450 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $48,605 | CashBOYAmt |
| Cash EOY | $24,817 | CashEOYAmt |
| Cash EOYFMV | $24,817 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $214,271 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $96,527 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $96,527 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,858,295 | CorporateStockBOYAmt |
| Corporate Stock EOY | $453,968 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $470,099 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $1,577,530 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,700,133 | 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 EOYFMV | $1,100,000 | LandEOYFMVAmt |
| Other Assets BOY | $62,805 | OtherAssetsBOYAmt |
| Other Assets EOY | $63,826 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $63,826 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,283,976 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,316,668 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,455,402 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,283,976 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,316,668 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,283,976 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,316,668 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,283,976 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,316,668 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,283,976 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,540 | ExcessRevenueOverExpensesAmt |
| Other Increases | $21,152 | OtherIncreasesAmt |
| Subtotal | $3,316,668 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,316,668 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| The Blackstone Group LP | P | ||||||
| See Schedule - Short Term | P | 2017-11-11 | 2017-11-11 | $981,031 | $1,030,151 | -$49,120 | -$49,120 |
| See Schedule - Long Term | P | 2015-11-11 | 2017-11-11 | $962,674 | $1,147,663 | -$184,989 | -$184,989 |
| Capital Gain Dividends | $28,192 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$205,917 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$49,120 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $309,157 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,710,811 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.18071 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $328,943 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,862,593 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.17661 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $404,035 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,518,662 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.26605 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $271,360 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,004,827 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.27006 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $272,025 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $835,778 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.32548 | DistributionYr5Rt |
| Total Distribution | 1.218891 | TotalDistributionRt |
| Average Distribution | 0.243778 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,094,400 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $510,569 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $137 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $510,706 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $524,942 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $137 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $137 | SubtotalAmt |
| Tax Based On Investment Income | $137 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $137 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | 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 | false | 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 | Tim Sear | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8173711663 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 640 | AddressLine1Txt |
| City | Bokeelia | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33922 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Timothy R G Sear | ||||||
| PO Box 640 | Bokeelia | FL | 33922 | President | 0.00 | $0 |
| Judith Sear | ||||||
| PO Box 640 | Bokeelia | FL | 33922 | Sec/Treas | 0.00 | $0 |
| Adam J T Sear | ||||||
| 2804 Horseshoe Bend | Austin | TX | 78704 | Director | 0.00 | $0 |
| Katherine M Johnson | ||||||
| 65 Graycliff Rd | Newton | MA | 02159 | Director | 0.00 | $0 |
| Charles D Sear | ||||||
| 4109 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 | $1,860,397 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $265,897 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,126,294 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,126,294 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,894 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,094,400 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $104,720 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $104,720 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $137 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $137 | TotalTaxAmt |
| Distributable Before Adj | $104,583 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $104,583 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $104,583 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $524,942 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $524,942 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $137 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $524,805 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $104,583 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $230,567 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $221,518 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $329,875 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $237,116 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $224,674 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,243,750 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $524,942 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $104,583 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $420,359 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,664,109 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $230,567 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,433,542 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $221,518 | ExcessFromYear4Amt |
| Excess From Year3 | $329,875 | ExcessFromYear3Amt |
| Excess From Year2 | $237,116 | ExcessFromYear2Amt |
| Excess From Year1 | $224,674 | ExcessFromYear1Amt |
| Excess From Current Year | $420,359 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Timothy R G Sear | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 640 | AddressLine1Txt |
| City | Bokeelia | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33922 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8173711663 | 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 | See Attached Schedule | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Various | AddressLine1Txt |
| City | Various | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33922 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | See Statement | GrantOrContributionPurposeTxt |
| Amt | $502,402 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $502,402 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,417 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $866 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,684 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $28,192 | ExclusionAmt |
| Related Or Exempt Function Incm | -$234,109 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $866 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $45,326 | ExclusionAmt |
| Related Or Exempt Function Incm | -$234,109 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$187,917 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Tim and Judith Sear | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 640 | AddressLine1Txt |
| City | Bokeelia | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33922 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $726,159 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | See attached schedule. | NoncashPropertyDesc |
| Fair Market Value | $723,259 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Preparation Fees | CategoryTxt |
| Amt | $2,900 | Amt |
| Net Investment Income | $1,450 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,450 | 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 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Blackstone Group LP | Desc |
| BOY Book Value | $62,805 | BOYBookValueAmt |
| EOY Book Value | $63,826 | EOYBookValueAmt |
| EOYFMV | $63,826 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Board Fees | $20,000 | $20,000 | |
| Investment expenses | $80 | $80 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $2,550 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Foundation Federal Tax | $1,090 | $1,090 | |
| O&G Property tax | $230 | $230 |
Comments