SEAR FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
SEAR FAMILY FOUNDATION (EIN 75-2673430)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-08-18
IRS object ID
201732309349100713
Schema version
2016v3.0
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)
Return2017-08-18T12:32:51-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Phone8173711663PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 640AddressLine1Txt
CityBokeeliaCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33922ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTimothy R G SearPersonNm
Person TitlePresidentPersonTitleTxt
Signature2017-08-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoan K BaileyPreparerPersonNm
PTINP01525573PTIN
Phone8179215102PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,984,193FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$414,399ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$41InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$41InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$41InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$15,612DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,612DividendsNetInvstIncmAmt
Dividends Adj Net Incm$15,612DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$38,957NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$689,688GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$38,957CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$38,957NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$2,650OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$471,659TotalRevAndExpnssAmt
Total Net Invst Incm$54,610TotalNetInvstIncmAmt
Total Adj Net Incm$54,610TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,450AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,450AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$2InterestRevAndExpnssAmt
Interest Dsbrs Chrtbl$2InterestDsbrsChrtblAmt
Taxes Rev And Expnss$1,542TaxesRevAndExpnssAmt
Taxes Net Invst Incm$211TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$1,331TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10,044OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$44OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$10,000OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,488TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,705TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,783TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$296,374ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$296,374ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$310,862TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,705TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$309,157TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$160,797ExcessRevenueOverExpensesAmt
Net Investment Income$52,905NetInvestmentIncomeAmt
Adjusted Net Income$54,610AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$59,044CashBOYAmt
Cash EOY$48,605CashEOYAmt
Cash EOYFMV$48,605CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,012SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$214,271SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$214,271SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,901,344CorporateStockBOYAmt
Corporate Stock EOY$1,858,295CorporateStockEOYAmt
Corporate Stock EOYFMV$1,558,512CorporateStockEOYFMVAmt
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$64,381OtherAssetsBOYAmt
Other Assets EOY$62,805OtherAssetsEOYAmt
Other Assets EOYFMV$62,805OtherAssetsEOYFMVAmt
Total Assets BOY$3,128,781TotalAssetsBOYAmt
Total Assets EOY$3,283,976TotalAssetsEOYAmt
Total Assets EOYFMV$2,984,193TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$3,128,781CapitalStockBOYAmt
Capital Stock EOY$3,283,976CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$3,128,781TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,283,976TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,128,781TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,283,976TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,128,781TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$160,797ExcessRevenueOverExpensesAmt
Subtotal$3,289,578SubtotalAmt
Other Decreases$5,602OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,283,976TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
The Blackstone Group LPP
See Schedule - Short TermP$275,321$216,246$59,075$59,075
See Schedule - Long TermP$414,367$434,485-$20,118-$20,118
FieldValueIRS element (for citing)
Capital Gain Net Income$38,957CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$38,957NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$328,943AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,862,593NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.17661DistributionYr1Rt
Adjusted Qlfy Distri Yr2$404,035AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,518,662NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.26605DistributionYr2Rt
Adjusted Qlfy Distri Yr3$271,360AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,004,827NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.27006DistributionYr3Rt
Adjusted Qlfy Distri Yr4$272,025AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$835,778NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.32548DistributionYr4Rt
Adjusted Qlfy Distri Yr5$282,739AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$788,263NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.35869DistributionYr5Rt
Total Distribution1.396869TotalDistributionRt
Average Distribution0.279374AverageDistributionRt
Net Vl Noncharitable Assets$1,710,811NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$477,956AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$529NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$478,485AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$309,157QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,058InvestmentIncomeExciseTaxAmt
Subtotal$1,058SubtotalAmt
Tax Based On Investment Income$1,058TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$32EsPenaltyAmt
Tax Due$1,090TaxDueAmt

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 LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
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 FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Tim SearBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8173711663PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 640AddressLine1Txt
CityBokeeliaCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33922ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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
PO Box 640BokeeliaFL33922President0.00$0
Judith Sear
PO Box 640BokeeliaFL33922Sec/Treas0.00$0
Adam J T Sear
702 W Mary StreetAustinTX78704Director0.00$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$1,487,798AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$249,066AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,736,864TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,736,864AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,053CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,710,811NetVlNoncharitableAssetsAmt
Minimum Investment Return$85,541MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$85,541MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,058TaxBasedOnInvestmentIncomeAmt
Total Tax$1,058TotalTaxAmt
Distributable Before Adj$84,483DistributableBeforeAdjAmt
Distributable Before Ded$84,483DistributableBeforeDedAmt
Distributable As Adjusted$84,483DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$309,157ExpensesAndContributionsAmt
Qualifying Distributions$309,157QualifyingDistributionsAmt
Adjusted Qualifying Distri$309,157AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$84,483DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$244,248ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$230,567ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$221,518ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$329,875ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$237,116ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,263,324TotalExcessDistributionCyovAmt
Qualifying Distributions$309,157QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$84,483AppliedToCurrentYearAmt
Remaining Distri From Corpus$224,674RemainingDistriFromCorpusAmt
Total Corpus$1,487,998TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$244,248ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,243,750ExcessDistriCyovToNextYrAmt
Excess From Year4$230,567ExcessFromYear4Amt
Excess From Year3$221,518ExcessFromYear3Amt
Excess From Year2$329,875ExcessFromYear2Amt
Excess From Year1$237,116ExcessFromYear1Amt
Excess From Current Year$224,674ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTimothy R G SearRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 640AddressLine1Txt
CityBokeeliaCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33922ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8173711663RecipientPhoneNum
Form And Info And MaterialsNo Specific FormFormAndInfoAndMaterialsTxt
Submission DeadlinesNoneSubmissionDeadlinesTxt
Restrictions On AwardsNoneRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonSee Attached ScheduleRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1VariousAddressLine1Txt
CityVariousCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33922ZIPCd
FieldValueIRS element (for citing)
Grant Or Contribution PurposeSee StatementGrantOrContributionPurposeTxt
Amt$296,374Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$296,374TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$41ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,612ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business900001BusinessCd
Unrelated Business Taxbl Incm$1,134UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$1,516ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$38,957RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1,134UnrelatedBusinessTaxblIncmAmt
Exclusion$17,169ExclusionAmt
Related Or Exempt Function Incm$38,957RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$57,260TotalIncomeProducingActyAmt

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 Line1PO Box 640AddressLine1Txt
CityBokeeliaCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33922ZIPCd
FieldValueIRS element (for citing)
Total Contributions$413,999TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property8766.87 shares GLCGXNoncashPropertyDesc
Fair Market Value$213,999FairMarketValueAmt
Received2016-12-16ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTax Preparation FeesCategoryTxt
Amt$2,900Amt
Net Investment Income$1,450NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,450DisbursementsCharitablePrpsAmt

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 Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescBlackstone Group LPDesc
BOY Book Value$64,381BOYBookValueAmt
EOY Book Value$62,805EOYBookValueAmt
EOYFMV$62,805EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDecrease in valueDesc
Amt$5,602Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Board Fees$10,000$10,000
Investment expenses$44$44

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$2,650RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Foundation Federal Tax$1,331$1,331
O&G Property tax$211$211

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