SEAR FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SEAR FAMILY FOUNDATION (EIN 75-2673430)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-07-29
- IRS object ID
- 201642119349100514
- Schema version
- 2015v2.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Land Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-29T12:07:47-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-07-29 | 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 | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,071,528 | 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 | $415,613 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $18,698 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,698 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $18,698 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,110 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $363,050 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,110 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,180 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $484,601 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,808 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $18,698 | 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 | $1,976 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $203 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,773 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $50 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $50 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,523 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,449 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,676 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,773 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $314,170 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $314,170 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $330,619 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,676 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $328,943 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $153,982 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,132 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18,698 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $189,640 | CashBOYAmt |
| Cash EOY | $59,044 | CashEOYAmt |
| Cash EOYFMV | $59,044 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $342,864 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,012 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,012 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,285,915 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,901,344 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,844,091 | CorporateStockEOYFMVAmt |
| 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 |
| Other Assets BOY | $67,402 | OtherAssetsBOYAmt |
| Other Assets EOY | $64,381 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $64,381 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,985,821 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,128,781 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,071,528 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,985,821 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,128,781 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,985,821 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,128,781 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,985,821 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,128,781 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,985,821 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $153,982 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,139,803 | SubtotalAmt |
| Other Decreases | $11,022 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,128,781 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| See Schedule | P | 2015-06-30 | 2015-06-30 | $2 | $25 | -$23 | -$23 |
| See Schedule | P | 2011-06-30 | 2015-06-30 | $358,449 | $314,915 | $43,534 | $43,534 |
| Blackstone Group LP | P | $4,599 | $4,599 | $4,599 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,110 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$23 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $404,035 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,518,662 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.26605 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $271,360 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,004,827 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.27006 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $272,025 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $835,778 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.32548 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $282,739 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $788,263 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.35869 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $260,381 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $673,259 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.38675 | DistributionYr5Rt |
| Total Distribution | 1.607011 | TotalDistributionRt |
| Average Distribution | 0.321402 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,862,593 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $598,641 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $651 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $599,292 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $328,943 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,303 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,303 | SubtotalAmt |
| Tax Based On Investment Income | $1,303 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $25 | EsPenaltyAmt |
| Tax Due | $1,328 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | 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 | Yes (true) | 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 | ||||||
| 702 W Mary Street | 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 | $1,516,896 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $374,061 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,890,957 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,890,957 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,364 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,862,593 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $93,130 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $93,130 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,303 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,303 | TotalTaxAmt |
| Distributable Before Adj | $91,827 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $91,827 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $91,827 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $328,943 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $328,943 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $328,943 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $91,827 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $229,606 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $244,248 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $230,567 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $221,518 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $329,875 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,255,814 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $328,943 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $91,827 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $237,116 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,492,930 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $229,606 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,263,324 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $244,248 | ExcessFromYear4Amt |
| Excess From Year3 | $230,567 | ExcessFromYear3Amt |
| Excess From Year2 | $221,518 | ExcessFromYear2Amt |
| Excess From Year1 | $329,875 | ExcessFromYear1Amt |
| Excess From Current Year | $237,116 | 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 | $314,170 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $314,170 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,698 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $366 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,814 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $48,110 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $366 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $68,622 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $68,988 | 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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Adam James Timothy Sear Trust A | |||||||
| 1 | 702 W Mary St | Austin | TX | 78704 | $53,157 | Yes (X) | |
| Charles Daniel Sear Trust A | |||||||
| 2 | 4109 County Road 707 | Cleburne | TX | 76031 | $53,157 | Yes (X) | |
| Katherine Maud Sear Johnson Trust A | |||||||
| 3 | 65 Grey Cliff Road | Newton | MA | 02459 | $53,157 | Yes (X) | |
| Nicholas Sear Trust A | |||||||
| 4 | 3069 Calle Fresno | Santa Barbara | CA | 93105 | $18,025 | Yes (X) | |
| Tatum Sear Trust A | |||||||
| 5 | 3069 Calle Fresno | Santa Barbara | CA | 93105 | $18,025 | Yes (X) | |
| Jacob Sear Trust A | |||||||
| 6 | 3069 Calle Fresno | Santa Barbara | CA | 93105 | $18,025 | Yes (X) | |
| Tim and Judith Sear | |||||||
| 7 | PO Box 640 | Bokeelia | FL | 33922 | $200,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt |
|---|---|---|
| 1 | 463 shares Incyte Corporation | $53,157 |
| 2 | 463 shares Incyte Corporation | $53,157 |
| 3 | 463 shares Incyte Corporation | $53,157 |
| 4 | 157 shares Incyte Corporation | $18,025 |
| 5 | 157 shares Incyte Corporation | $18,025 |
| 6 | 157 shares Incyte Corporation | $18,025 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| EOYFMV | $1,100,000 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Blackstone Group LP | Desc |
| BOY Book Value | $67,402 | BOYBookValueAmt |
| EOY Book Value | $64,381 | EOYBookValueAmt |
| EOYFMV | $64,381 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Decrease in value | Desc |
| Amt | $11,022 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Board Fees | $10,000 | $10,000 | |
| Investment expenses | $23 | $23 | |
| Membership dues | $1,500 | $1,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $2,180 | RevenueAndExpensesPerBooksAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| Nicholas Sear Trust A | |||
| 309 Calle Fresno | Santa Barbara | CA | 93105 |
| Tatum Sear Trust A | |||
| 3069 Calle Fresno | Santa Barbara | CA | 93105 |
| Jacob Sear Trust A | |||
| 3069 Calle Fresno | Santa Barbara | CA | 93105 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| O&G Property tax | $203 | $203 | |
| Tax reimbursement | $1,773 | $1,773 |
Comments