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Trustees Of Sears And Other Funds is a private trust based in BOSTON, MA. The foundation received its IRS ruling in 1928. The principal officer is David Lee. It holds total assets of $3.3M. Annual income is reported at $426K. Total assets have grown from $2.4M in 2011 to $3M in 2023. The foundation is governed by 12 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Massachusetts. According to available records, Trustees Of Sears And Other Funds has made 38 grants totaling $401K, with a median grant of $10K. The foundation has distributed between $126K and $145K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $145K distributed across 13 grants. Individual grants have ranged from $4K to $30K, with an average award of $11K. The foundation has supported 16 unique organizations. Grant recipients are concentrated in Massachusetts. Contributions to this foundation are tax-deductible.
Smallest Grant
$4K
Median Grant
$10K
Average Grant
$10K
Largest Grant
$20K
Based on 12 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Trustees Of Sears And Other Funds is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 38 grants. Its grantmaking reaches organizations primarily in MA.
Trustees Of Sears And Other Funds has distributed a total of $401K across 38 grants. The median grant size is $10K, with an average of $11K. Individual grants have ranged from $4K to $30K.
Trustees Of Sears And Other Funds typically selects its grantees rather than accepting unsolicited proposals. Awards are made to various irc section 501(c)(3) organizations.
Trustees Of Sears And Other Funds is headquartered in BOSTON, MA.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Gregory Gullickson | TREASURER | $0 | $0 | N/A |
| Thomas S Hansen | TRUSTEE | $0 | $0 | N/A |
| Stephen Mead Jr | TRUSTEE | $0 | $0 | N/A |
| Christopher Laconi | TRUSTEE | $0 | $0 | N/A |
| Adam C Rutledge | PRESIDENT | $0 | $0 | N/A |
| Peter S Gregory | TRUSTEE | $0 | $0 | N/A |
| Deborah L Smith | TRUSTEE | $0 | $0 | N/A |
| Lloyd C Dahmen | TRUSTEE | $0 | $0 | N/A |
| Victoria T Cabot | TRUSTEE | $0 | $0 | N/A |
| Scott F Davis | TRUSTEE | $0 | $0 | N/A |
| Maria Joan Denslow | TRUSTEE | $0 | $0 | N/A |
| Thatcher L Gearhart | TRUSTEE | $0 | $0 | N/A |
Total Giving
$151K
Total Assets
$3M
Fair Market Value
$3M
Net Worth
$3M
Grants Paid
$130K
Contributions
N/A
Net Investment Income
$120K
Distribution Amount
$140K
Total: $2M
Total Grants
38
Total Giving
$401K
Average Grant
$11K
Median Grant
$10K
Unique Recipients
16
Most Common Grant
$10K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| St John'S Episcopal ChurchGENERAL CHARITABLE PURPOSES | Lowell, MA | $8K | 2023 |
| St Stephen'S Memorial Episcopal ChurchGENERAL CHARITABLE PURPOSES | Lynn, MA | $20K | 2023 |
| Episcopal Diocese Of MassachusettsGENERAL CHARITABLE PURPOSES | Boston, MA | $18K | 2023 |
| Accordia CorporationGENERAL CHARITABLE PURPOSES | Lexington, MA | $18K | 2023 |
| St Andrew'S Episcopal Church - Enrichment ProgramGENERAL CHARITABLE PURPOSES | New Bedford, MA | $12K | 2023 |
| Amazing Grace Of Cape Cod IncGENERAL CHARITABLE PURPOSESGENERAL CHARITABLE PURPOSES | Centerville, MA | $12K | 2023 |
| St Stephen'S Episcopal Church Youth ProgramsGENERAL CHARITABLE PURPOSES | Boston, MA | $12K | 2023 |
| Youth AliveincGENERAL CHARITABLE PURPOSES | Lowell, MA | $8K | 2023 |
| Esperanza AcademyGENERAL CHARITABLE PURPOSES | Lawrence, MA | $5K | 2023 |
| Epiphany SchoolGENERAL CHARITABLE PURPOSES | Dorchester, MA | $5K | 2023 |
| Urban Bridges Inc - Academy Of Creative Arts At TrinityGENERAL CHARITABLE PURPOSES | Haverhill, MA | $5K | 2023 |
| Trinity Boston Connects - Trinity MccormackGENERAL CHARITABLE PURPOSES | Boston, MA | $4K | 2023 |
| Trinity Boston Connects - Trinity Education For Excellence ProgramGENERAL CHARITABLE PURPOSES | Boston, MA | $4K | 2023 |
| All Saints' Episcopal ChurchGENERAL CHARITABLE PURPOSES | Chelmsford, MA | $5K | 2022 |
| St Stephen'S Episcopal Church Teen ProgramGENERAL CHARITABLE PURPOSES | Boston, MA | $20K | 2020 |
| St Anne'S Episcopal ChurchGENERAL CHARITABLE PURPOSES | Lowell, MA | $10K | 2020 |