Trustees of Sears and Other Funds

BOSTON, MA EIN: 04-6040032

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

-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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $647K (100%)

States

Massachusetts

Cities

BostonCentervilleChelmsfordDorchesterHaverhillLawrenceLexingtonLowellLynnNew Bedford

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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.