SEAR FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
SEAR FAMILY FOUNDATION (EIN 75-2673430)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-07-26
IRS object ID
201502079349100000
Schema version
2014v5.0
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)
Return2015-07-26T09:59:35-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-07-26SignatureDt
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)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,985,054FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$974,691ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$19,087DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,087DividendsNetInvstIncmAmt
Dividends Adj Net Incm$19,087DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$69,601NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$606,901GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$69,601CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$3,422OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$1,066,801TotalRevAndExpnssAmt
Total Net Invst Incm$88,688TotalNetInvstIncmAmt
Total Adj Net Incm$19,087TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,900AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$2,900AccountingFeesChrtblPrpsAmt
Printing And Pub Rev And Expnss$100PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$100PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,830OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$23OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$6,807OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,830TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,807TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$394,228ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$394,228ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$404,058TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$404,035TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$662,743ExcessRevenueOverExpensesAmt
Net Investment Income$88,665NetInvestmentIncomeAmt
Adjusted Net Income$19,087AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$73,987CashBOYAmt
Cash EOY$189,640CashEOYAmt
Cash EOYFMV$189,640CashEOYFMVAmt
Sav And Temp Cash Invst BOY$84,761SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$342,864SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$342,864SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,005,013CorporateStockBOYAmt
Corporate Stock EOY$1,285,915CorporateStockEOYAmt
Corporate Stock EOYFMV$1,285,148CorporateStockEOYFMVAmt
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$67,293OtherAssetsBOYAmt
Other Assets EOY$67,402OtherAssetsEOYAmt
Other Assets EOYFMV$67,402OtherAssetsEOYFMVAmt
Total Assets BOY$2,331,054TotalAssetsBOYAmt
Total Assets EOY$2,985,821TotalAssetsEOYAmt
Total Assets EOYFMV$2,985,054TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$2,331,054CapitalStockBOYAmt
Capital Stock EOY$2,985,821CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$2,331,054TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,985,821TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,331,054TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,985,821TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,331,054TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$662,743ExcessRevenueOverExpensesAmt
Subtotal$2,993,797SubtotalAmt
Other Decreases$7,976OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,985,821TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$69,601CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$8,839NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$271,360AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,004,827NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.27006DistributionYr1Rt
Adjusted Qlfy Distri Yr2$272,025AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$835,778NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.32548DistributionYr2Rt
Adjusted Qlfy Distri Yr3$282,739AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$788,263NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.35869DistributionYr3Rt
Adjusted Qlfy Distri Yr4$260,381AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$673,259NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.38675DistributionYr4Rt
Adjusted Qlfy Distri Yr5$316,028AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$504,087NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.62693DistributionYr5Rt
Total Distribution1.96790TotalDistributionRt
Average Distribution0.39358AverageDistributionRt
Net Vl Noncharitable Assets$1,518,662NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$597,713AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$887NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$598,600AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$404,035QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,773InvestmentIncomeExciseTaxAmt
Subtotal$1,773SubtotalAmt
Tax Based On Investment Income$1,773TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$580EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$580TotalPaymentsAndCreditsAmt
Tax Due$1,193TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
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 ContributorsYes (true)NewSubstantialContributorsInd
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 PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
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$1,262,066AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$279,723AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,541,789TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,541,789AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,127CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,518,662NetVlNoncharitableAssetsAmt
Minimum Investment Return$75,933MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$75,933MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,773TaxBasedOnInvestmentIncomeAmt
Total Tax$1,773TotalTaxAmt
Distributable Before Adj$74,160DistributableBeforeAdjAmt
Distributable Before Ded$74,160DistributableBeforeDedAmt
Distributable As Adjusted$74,160DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$404,035ExpensesAndContributionsAmt
Qualifying Distributions$404,035QualifyingDistributionsAmt
Adjusted Qualifying Distri$404,035AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$74,160DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$291,168ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$229,606ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$244,248ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$230,567ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$221,518ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,217,107TotalExcessDistributionCyovAmt
Qualifying Distributions$404,035QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$74,160AppliedToCurrentYearAmt
Remaining Distri From Corpus$329,875RemainingDistriFromCorpusAmt
Total Corpus$1,546,982TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$291,168ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,255,814ExcessDistriCyovToNextYrAmt
Excess From Year4$229,606ExcessFromYear4Amt
Excess From Year3$244,248ExcessFromYear3Amt
Excess From Year2$230,567ExcessFromYear2Amt
Excess From Year1$221,518ExcessFromYear1Amt
Excess From Current Year$329,875ExcessFromCurrentYearAmt

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$394,228Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$394,228TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,087ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business900001BusinessCd
Unrelated Business Taxbl Incm$791UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$2,631ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$69,601ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$791UnrelatedBusinessTaxblIncmAmt
Exclusion$91,319ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$92,110TotalIncomeProducingActyAmt

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 (7 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
Tim Judith Sear
14301 County Road 707CleburneTX76031$761,394Yes (X)Yes (X)
Adam James Timothy Sear Trust A
2702 W Mary StAustinTX78704$53,324Yes (X)
Charles Daniel Sear Trust A
34109 County Road 707CleburneTX76031$53,324Yes (X)
Katherine Maud Sear Johnson Trust A
465 Grey Cliff RoadNewtonMA02459$53,324Yes (X)
Nicholas Sear Trust A
53069 Calle FresnoSanta BarbaraCA93105$17,775Yes (X)
Tatum Sear Trust A
63069 Calle FresnoSanta BarbaraCA93105$17,775Yes (X)
Jacob Sear Trust A
73069 Calle FresnoSanta BarbaraCA93105$17,775Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
13,080 shares Novartis$241,3942014-02-06
23,750 shares Pier One Imports21 shares Caesarstone$53,3242014-12-30
33,750 shares Pier One Imports21 shares Caesarstone$53,3242014-12-30
43,750 shares Pier One Imports21 shares Caesarstone$53,3242014-12-30
51,250 shares Pier One Imports$17,7752014-12-30
61,250 share Pier One Imports7 shares Caesarstone$17,7752014-12-30
71,250 share Pier One Imports$17,7752014-12-30

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

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

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$67,293BOYBookValueAmt
EOY Book Value$67,402EOYBookValueAmt
EOYFMV$67,402EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPrior Period AdjustmentDesc
Amt$7,976Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Bank Charges$157$157
Contract Labor$1,650$1,650
Investment expenses$23$23
Special Event Expenses$5,000$5,000

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$3,422RevenueAndExpensesPerBooksAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
Timothy Judith Sear
PO Box 640BokeeliaFL33922
Adam James Timothy Sear Trust A
702 W Mary StAustinTX78704
Charles Daniel Sear Trust A
4109 County Road 707CleburneTX76031
Katherine Maud Sear Johnson Trust A
65 Grey Cliff RoadNewtonMA02459

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