Trustees of Sears and Other Funds
Trustees of Sears and Other Funds is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it awarded 12 grants totaling $120K. Net investment income was $217K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.0M
+2.7% YoY
Annual Giving
$120K
-8.1% YoY
Grant Count
12
-7.7% YoY
Avg Grant Size
$10K
-0.5% YoY
Under IRS private-foundation payout rules, Trustees of Sears and Other Funds reported a distributable amount of $147K for 2024 — the minimum it must pay out in qualifying distributions.
About Trustees of Sears and Other Funds
Based on IRS filings
Trustees of Sears and Other Funds is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it awarded 12 grants totaling $120K. Net investment income was $217K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,045,548 | $2,965,289 | $2,819,675 |
| Revenue | $220,831 | $125,313 | $179,337 |
| Expenses | $144,286 | $151,317 | $170,790 |
| Qualifying Distributions | $139,793 | $144,388 | $159,913 |
| Net Investment Income | $217,240 | $119,604 | $174,099 |
| Distributable Amount | $146,786 | $140,295 | $145,600 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
62 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Episcopal Diocese of Massachusetts ($38,000), St Stephen's Memorial Episcopal Church ($15,000), Amazing Grace of Cape Cod Inc ($12,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ACCORDIA CORPORATION LEXINGTON, MA | GENERAL CHARITABLE PURPOSES | $10,000 |
| AMAZING GRACE OF CAPE COD INC CENTERVILLE, MA | GENERAL CHARITABLE PURPOSESGENERAL CHARITABLE PURPOSES | $12,000 |
| EPIPHANY SCHOOL DORCHESTER, MA | GENERAL CHARITABLE PURPOSES | $2,500 |
| EPISCOPAL DIOCESE OF MASSACHUSETTS BOSTON, MA | GENERAL CHARITABLE PURPOSES | $38,000 |
| ESPERANZA ACADEMY LAWRENCE, MA | GENERAL CHARITABLE PURPOSES | $5,000 |
| ST ANDREW'S EPISCOPAL CHURCH - ENRICHMENT PROGRAM NEW BEDFORD, MA | GENERAL CHARITABLE PURPOSES | $10,000 |
| ST JOHN'S EPISCOPAL CHURCH LOWELL, MA | GENERAL CHARITABLE PURPOSES | $8,000 |
| ST STEPHEN'S MEMORIAL EPISCOPAL CHURCH LYNN, MA | GENERAL CHARITABLE PURPOSES | $15,000 |
| TRINITY BOSTON CONNECTS - TRINITY MCCORMACK BOSTON, MA | GENERAL CHARITABLE PURPOSES | $4,000 |
| TRINITY BOSTON CONNECTS - TRINITY EDUCATION FOR EXCELLENCE PROGRAM BOSTON, MA | GENERAL CHARITABLE PURPOSES | $4,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ADAM C RUTLEDGE | PRESIDENT | 2 | — |
| GREGORY GULLICKSON | TREASURER | 2 | — |
| SCOTT F DAVIS | CLERK | 2 | — |
| VICTORIA T CABOT | TRUSTEE | 2 | — |
| LLOYD C DAHMEN | TRUSTEE | 2 | — |
| MARIA JOAN DENSLOW | TRUSTEE | 2 | — |
| THATCHER L GEARHART | TRUSTEE | 2 | — |
| THOMAS S HANSEN | TRUSTEE | 2 | — |
| CHRISTOPHER LACONI | TRUSTEE | 2 | — |
| DEBORAH L SMITH | TRUSTEE | 2 | — |
Frequently Asked Questions
How large is Trustees of Sears and Other Funds?
As of 2024, Trustees of Sears and Other Funds holds $3.0M in total assets with $221K in annual revenue. It awarded 12 grants totaling $120K in 2024.
Where does Trustees of Sears and Other Funds operate?
Trustees of Sears and Other Funds has awarded grants in Massachusetts.
What size grants does Trustees of Sears and Other Funds award?
In 2024, Trustees of Sears and Other Funds awarded 12 grants totaling $120K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is Trustees of Sears and Other Funds required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Trustees of Sears and Other Funds reported a distributable amount of $147K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Trustees of Sears and Other Funds's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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