Trustees of Sears and Other Funds
Trustees of Sears and Other Funds is a Form 990-PF (a private foundation) based in Boston, Massachusetts. In filing year 2025, it reported 11 grants totaling $128,133, all to recipients in Massachusetts.
Trustees of Sears and Other Funds at a glance
In short: Trustees of Sears and Other Funds gave $128K across 11 grants in 2025 (avg $12K), mostly in Massachusetts. 9% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $128,133
- +7.2% vs 2024
- Grants made (2025)
- 11
- -8.3% vs 2024
- Average grant
- $11,648
- +17.0% vs 2024
- Median grant
- $8,000
- Total assets
- $3,252,398
- +6.8% vs 2024
- New grantees (estimate)
- 9% first-time grantees (1 of 11, 2025; small sample)
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Trustees of Sears and Other Funds
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds. Its filing says awards are made to various organizations described in the filing as IRC Section 501(c)(3) organizations. The filing states that application materials must include proof of the organization’s IRC Section 501(c)(3) status.
- Review Cycle
- None stated.
- Deadline
- None stated.
- Contact
Application contact: Adam Rutledge Co Rice Heard Bigelow
Mailing address: One Federal Street 25Th Floor, Boston, MA 02110
Phone: (617) 557-7412
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Trustees of Sears and Other Funds funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Epiphany School ($30K). Together the top 10 received $126K.
Grant Size Distribution
61 grants across all recorded years
The most common grant size was under $50K: 61 grants of 61 (100%).
Geographic Focus
Where this funder awards grants
All reported 2025 grant dollars went to recipients in Massachusetts.
Grant Distribution by State
Share of 2025 grant dollars across all 11 itemized grants.
States
Cities
Is Trustees of Sears and Other Funds open to new grantees?
9%
first-time grantees, 2025
In 2025, 1 of 11 grantees (9%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $5K; repeat grants $12K. How we count
Medians: $5K first-time, $9K repeat.
- 91% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 105% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $120K (2024) to $145K (2022). In 2025 it made 11 grants totaling $128K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Epiphany School Dorchester, MA | General Charitable Purposes | $30,000 |
| Episcopal Diocese of Massachusetts Boston, MA | General Charitable Purposes | $30,000 |
| Amazing Grace of Cape Cod Inc Centerville, MA | General Charitable Purposesgeneral Charitable Purposes | $12,000 |
| St Andrew's Episcopal Church - Enrichment Program New Bedford, MA | General Charitable Purposes | $11,558 |
| St John's Episcopal Church Lowell, MA | General Charitable Purposes | $9,075 |
| St Stephen's Memorial Episcopal Church Lynn, MA | General Charitable Purposes | $8,000 |
| Youth Aliveinc Lowell, MA | General Charitable Purposes | $8,000 |
| Esperanza Academy Lawrence, MA | General Charitable Purposes | $7,500 |
| Trinity Boston Connects - Trinity Ruthbaton Boston, MA | General Charitable Purposes | $5,000 |
| Trinity Boston Connects - Trinity Education for Excellence Program Boston, MA | General Charitable Purposes | $5,000 |
Ready to take the next step with Trustees of Sears and Other Funds?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,252,398 | $159,013 | $166,990 | $128,133 | 11 | $159,016 | $155,419 | $152,113 |
| 2024 | $3,045,548 | $220,831 | $144,286 | $119,500 | 12 | $139,793 | $217,240 | $146,786 |
| 2023 | $2,965,289 | $125,313 | $151,317 | $130,050 | 13 | $144,388 | $119,604 | $140,295 |
| 2022 | $2,819,675 | $179,337 | $170,790 | $145,320 | 13 | $159,913 | $174,099 | $145,600 |
| 2021 | $3,407,796 | $266,897 | $146,310 | $127,000 | 12 | $139,785 | $261,823 | $158,481 |
| 2020 | $3,172,532 | $121,099 | $144,777 | $125,500 | 12 | — | $115,871 | $142,771 |
| 2019 | $2,974,830 | $183,920 | $141,503 | $124,000 | 13 | — | $178,191 | $138,691 |
Under IRS private-foundation payout rules, Trustees of Sears and Other Funds reported a distributable amount of $152K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants went to charitable organizations, including schools, churches, and youth-serving organizations. One recipient, Esperanza Academy Inc. of Lawrence, describes itself as a tuition-free, all-girls middle school centered on justice and joy, supporting students to embrace their potential and take on challenges that can affect their lives in Lawrence and beyond. That mission describes the grantee, not the foundation.
Grantmaking
In 2025, the foundation gave $128,133 through 11 grants. Grant amounts ranged from $2,000 to $30,000, with a median of $8,000. The largest awards were $30,000 each to Epiphany School in Dorchester and the Episcopal Diocese of Massachusetts in Boston. Other grants included $12,000 to Amazing Grace of Cape Cod Inc.; $11,558 to St Andrew’s Episcopal Church – Enrichment Program; and $9,075 to St John’s Episcopal Church.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Adam C Rutledge as president; Gregory Gullickson as treasurer; and Scott F Davis as clerk. Listed trustees are Victoria T Cabot, Daniel H Sears, Maria Joan Denslow, Thatcher L Gearhart, Thomas S Hansen, Christopher Laconi, and Deborah L Smith.
Trustees of Sears and Other Funds is led by Adam C. Rutledge, President on every filing since 2019; none of the 11 officers listed in 2025 report compensation.
Officers on the 2025 filing
Adam C. Rutledge
President
On filings since 2019
2 hrs/week
No compensation reported
Christopher Laconi
Trustee
On filings since 2019
2 hrs/week
No compensation reported
Deborah L. Smith
Trustee
On filings since 2019
2 hrs/week
No compensation reported
Lloyd C. Dahmen
Trustee
On filings since 2019
2 hrs/week
No compensation reported
Maria Joan Denslow
Trustee
On filings since 2019
2 hrs/week
No compensation reported
Thatcher L. Gearhart
Trustee
On filings since 2019
2 hrs/week
No compensation reported
Thomas S. Hansen
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Victoria T. Cabot
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Daniel H. Sears
Trustee
New on the 2025 filing
2 hrs/week
No compensation reported
Gregory Gullickson
Treasurer
On filings since 2019
2 hrs/week
No compensation reported
Scott F. Davis
Clerk
Trustee → Clerk, 2024
On filings since 2019
2 hrs/week
No compensation reported
Former officers (4)
- Former: Peter S. Gregory (2019–2023) — Trustee
- Former: Stephen Mead Jr. (2019–2023) — Trustee
- Former: Sarah T. Boehs (2019–2022) — Clerk · Filing note: Resigned oct 2022
- Former: Thomas B. Kennedy (2019–2022) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Trustees of Sears and Other Funds
How much does Trustees of Sears and Other Funds give each year?
Trustees of Sears and Other Funds gave $128K across 11 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $120K across 12 grants.
What is Trustees of Sears and Other Funds's typical grant size?
Trustees of Sears and Other Funds's median grant in 2025 was $8,000, and its average grant was $11,648, across 11 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Trustees of Sears and Other Funds that year got $5K on average.
Where does Trustees of Sears and Other Funds give grants?
Trustees of Sears and Other Funds gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Boston, MA (3 grants) and Lowell, MA (2 grants).
Does Trustees of Sears and Other Funds give general operating support?
Yes: 100% of Trustees of Sears and Other Funds's 2025 grants with a stated purpose (11 of 11) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Trustees of Sears and Other Funds's largest grantees?
Trustees of Sears and Other Funds's largest 2025 grantees include Epiphany School ($30,000), Episcopal Diocese of Massachusetts ($30,000) and Amazing Grace of Cape Cod Inc ($12,000), according to its 2025 IRS Form 990-PF. Together they received 56% of its itemized 2025 grant dollars.
How large is Trustees of Sears and Other Funds?
Trustees of Sears and Other Funds reported $3.3M in total assets on its 2025 IRS Form 990-PF. It paid out $159K in qualifying distributions that year, against a required minimum of $152K (roughly 5% of its investment assets).
What does Trustees of Sears and Other Funds fund?
No mission statement for the foundation is provided. Its 2025 grants went to charitable organizations, including schools, churches, and youth-serving organizations. See mission & focus areas ↑
How do I apply for a grant from Trustees of Sears and Other Funds?
The foundation does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Trustees of Sears and Other Funds's EIN?
Trustees of Sears and Other Funds's EIN (Employer Identification Number) is 04-6040032. IRS Form 990 filing data is available on this page for 2019–2025.
Does Trustees of Sears and Other Funds accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 2, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Trustees of Sears and Other Funds funder profile. GrantGraph. Retrieved November 2, 2026, from https://grantable.co/funders/trustees-of-sears-and-other-funds-morg_fb41892fc78942f1b743377173eaa221
BibTeX
@misc{grantable_046040032_2026,
author = {{Grantable}},
title = {{Trustees of Sears and Other Funds funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/trustees-of-sears-and-other-funds-morg_fb41892fc78942f1b743377173eaa221},
note = {Accessed 2026-11-02. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Trustees of Sears and Other Funds's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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