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Trustees Of Sears And Other Funds

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$125k (2023)

Expenses
$151k (2023)

Total Assets
$2.97M (2023)

Total Liabilities
$10k (2023)

Years with multiple filings
Source: Form 990 tax filings from 2012 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$125,313
Expenses
$151,317
Net Income
-$26,004
Net Assets
$2,955,245
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4,344
3.5%
Dividends $67,216
53.6%
Sales of Assets $53,753
42.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $144,388
95.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,965,289
Total Liabilities $10,044
Net Assets $2,955,245
Compensation
Key Employees and Officers Compensation Other
Deborah L Smith (Trustee) $0 $0
Adam C Rutledge (President) $0 $0
Peter S Gregory (Trustee) $0 $0
Maria Joan Denslow (Trustee) $0 $0
Gregory Gullickson (Treasurer) $0 $0
Lloyd C Dahmen (Trustee) $0 $0
Scott F Davis (Trustee) $0 $0
Thatcher L Gearhart (Trustee) $0 $0
Stephen Mead Jr (Trustee) $0 $0
Christopher Laconi (Trustee) $0 $0
Victoria T Cabot (Trustee) $0 $0
Thomas S Hansen (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$179,337
Expenses
$170,790
Net Income
$8,547
Net Assets
$2,812,049
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,625
3.1%
Dividends $58,478
32.6%
Sales of Assets $115,234
64.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $159,913
93.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,819,675
Total Liabilities $7,626
Net Assets $2,812,049
Compensation
Key Employees and Officers Compensation Other
Deborah L Smith (Trustee) $0 $0
Adam C Rutledge (President) $0 $0
Sarah T Boehs Resigned Oct 2022 (Clerk) $0 $0
Peter S Gregory (Trustee) $0 $0
Rev Thomas B Kennedy (Trustee) $0 $0
Maria Joan Denslow (Trustee) $0 $0
Gregory Gullickson (Treasurer) $0 $0
Lloyd C Dahmen (Trustee) $0 $0
Scott F Davis (Trustee) $0 $0
Thatcher L Gearhart (Trustee) $0 $0
Stephen Mead Jr (Trustee) $0 $0
Christopher Laconi (Trustee) $0 $0
Victoria T Cabot (Trustee) $0 $0
Thomas S Hansen (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$266,897
Expenses
$146,310
Net Income
$120,587
Net Assets
$3,391,898
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7,125
2.7%
Dividends $54,642
20.5%
Sales of Assets $205,130
76.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $139,785
95.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,407,796
Total Liabilities $15,898
Net Assets $3,391,898
Compensation
Key Employees and Officers Compensation Other
Deborah L Smith (Trustee) $0 $0
Adam C Rutledge (President) $0 $0
Sarah T Boehs (Clerk) $0 $0
Peter S Gregory (Trustee) $0 $0
Rev Thomas B Kennedy (Trustee) $0 $0
Maria Joan Denslow (Trustee) $0 $0
Gregory Gullickson (Treasurer) $0 $0
Lloyd C Dahmen (Trustee) $0 $0
Scott F Davis (Trustee) $0 $0
Thatcher L Gearhart (Trustee) $0 $0
Stephen Mead Jr (Trustee) $0 $0
Christopher Laconi (Trustee) $0 $0
Victoria T Cabot (Trustee) $0 $0
Thomas S Hansen (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$121,099
Expenses
$144,777
Net Income
-$23,678
Net Assets
$3,158,267
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $9,188
7.6%
Dividends $51,300
42.4%
Sales of Assets $60,611
50.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $138,024
95.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,172,532
Total Liabilities $14,265
Net Assets $3,158,267
Compensation
Key Employees and Officers Compensation Other
Deborah L Smith (Trustee) $0 $0
Adam C Rutledge (President) $0 $0
Sarah T Boehs (Clerk) $0 $0
Peter S Gregory (Trustee) $0 $0
Rev Thomas B Kennedy (Trustee) $0 $0
Maria Joan Denslow (Trustee) $0 $0
Gregory Gullickson (Treasurer) $0 $0
Lloyd C Dahmen (Trustee) $0 $0
Scott F Davis (Trustee) $0 $0
Thatcher L Gearhart (Trustee) $0 $0
Stephen Mead Jr (Trustee) $0 $0
Christopher Laconi (Trustee) $0 $0
Victoria T Cabot (Trustee) $0 $0
Thomas S Hansen (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$183,920
Expenses
$141,503
Net Income
$42,417
Net Assets
$2,963,650
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $12,139
6.6%
Dividends $59,747
32.5%
Sales of Assets $112,034
60.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $135,774
96.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,974,830
Total Liabilities $11,180
Net Assets $2,963,650
Compensation
Key Employees and Officers Compensation Other
Deborah L Smith (Trustee) $0 $0
Adam C Rutledge (President) $0 $0
Sarah T Boehs (Clerk) $0 $0
Peter S Gregory (Trustee) $0 $0
Rev Thomas B Kennedy (Trustee) $0 $0
Maria Joan Denslow (Trustee) $0 $0
Gregory Gullickson (Treasurer) $0 $0
Lloyd C Dahmen (Trustee) $0 $0
Scott F Davis (Trustee) $0 $0
Thatcher L Gearhart (Trustee) $0 $0
Stephen Mead Jr (Trustee) $0 $0
Christopher Laconi (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$148,194
Expenses
$146,870
Net Income
$1,324
Net Assets
$2,633,730
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7,045
4.8%
Dividends $59,624
40.2%
Sales of Assets $81,525
55.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $136,274
92.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,638,796
Total Liabilities $5,066
Net Assets $2,633,730
Compensation
Key Employees and Officers Compensation Other
Deborah L Smith (Trustee) $0 $0
Adam C Rutledge (President) $0 $0
Sarah T Boehs (Clerk) $0 $0
Peter S Gregory (Trustee) $0 $0
Rev Thomas B Kennedy (Trustee) $0 $0
Maria Joan Denslow (Trustee) $0 $0
Gregory Gullickson (Treasurer) $0 $0
Brett Donham (Trustee) $0 $0
Lloyd C Dahmen (Trustee) $0 $0
Thatcher L Gearhart (Trustee) $0 $0
Stephen Mead Jr (Trustee) $0 $0
Christopher Laconi (Trustee) $0 $0
Sarah Wilcox Resigned June 4 2018 (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$178,753
Expenses
$129,393
Net Income
$49,360
Net Assets
$2,865,740
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,323
1.3%
Dividends $56,579
31.7%
Sales of Assets $119,851
67.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $122,674
94.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,873,178
Total Liabilities $7,438
Net Assets $2,865,740
Compensation
Key Employees and Officers Compensation Other
Deborah L Smith (Trustee) $0 $0
Sarah W Wilcox (President) $0 $0
Sarah T Boehs (Clerk) $0 $0
Adam C Rutledge (Trustee) $0 $0
Rev Thomas B Kennedy (Trustee) $0 $0
Maria Joan Denslow (Trustee) $0 $0
Gregory Gullickson (Treasurer) $0 $0
Brett Donham (Trustee) $0 $0
Lloyd C Dahmen (Trustee) $0 $0
Thatcher L Gearhart (Trustee) $0 $0
Stephen Mead Jr (Trustee) $0 $0
Peter S Gregory (Trustee) $0 $0
Christopher Laconi (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$117,927
Expenses
$121,853
Net Income
-$3,926
Net Assets
$2,604,303
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $14
0.0%
Dividends $61,872
52.5%
Sales of Assets $56,041
47.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $113,541
93.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,609,574
Total Liabilities $5,271
Net Assets $2,604,303
Compensation
Key Employees and Officers Compensation Other
Deborah L Smith (Trustee) $0 $0
Sarah W Wilcox (President) $0 $0
Sarah T Boehs (Clerk) $0 $0
Adam C Rutledge (Trustee) $0 $0
Rev Thomas B Kennedy (Trustee) $0 $0
Maria Joan Denslow (Trustee) $0 $0
Gregory Gullickson (Treasurer) $0 $0
Brett Donham (Trustee) $0 $0
Lloyd C Dahmen (Trustee) $0 $0
Thatcher L Gearhart (Trustee) $0 $0
Stephen Mead Jr (Trustee) $0 $0
Peter S Gregory (Trustee) $0 $0
Christopher Laconi (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$161,203
Expenses
$128,395
Net Income
$32,808
Net Assets
$2,537,718
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $14
0.0%
Dividends $63,677
39.5%
Sales of Assets $97,512
60.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $115,210
89.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,537,718
Total Liabilities $0
Net Assets $2,537,718
Compensation
Key Employees and Officers Compensation Other
Deborah L Smith (Trustee) $0 $0
Sarah W Wilcox (President) $0 $0
Sarah T Boehs (Clerk) $0 $0
Adam C Rutledge (Trustee) $0 $0
Rev Thomas B Kennedy (Trustee) $0 $0
Maria Joan Denslow (Trustee) $0 $0
Gregory Gullickson (Treasurer) $0 $0
Brett Donham (Trustee) $0 $0
Lloyd C Dahmen (Trustee) $0 $0
Thatcher L Gearhart (Trustee) $0 $0
Stephen Mead Jr (Trustee) $0 $0
Peter S Gregory (Trustee) $0 $0
Christopher Laconi (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$182,176
Expenses
$125,507
Net Income
$56,669
Net Assets
$2,709,513
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $19
0.0%
Dividends $64,643
35.5%
Sales of Assets $117,514
64.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $116,833
93.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,709,513
Total Liabilities $0
Net Assets $2,709,513
Compensation
Key Employees and Officers Compensation Other
David S Lee (Trustee) $0 $0
Sarah W Wilcox (President) $0 $0
Ruth Oliver Jolliffe (Treasurer) $0 $0
Adam C Rutledge (Trustee) $0 $0
Rev Thomas B Kennedy (Trustee) $0 $0
Robert E Cowden Iii Esq (Clerk) $0 $0
Gregory Gullickson (Assistant Treasurer) $0 $0
Brett Donham (Trustee) $0 $0
Lloyd C Dahmen (Trustee) $0 $0
Thatcher L Gearhart (Trustee) $0 $0
Stephen Mead Jr (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$163,561
Expenses
$133,787
Net Income
$29,774
Net Assets
$2,660,391
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $14
0.0%
Dividends $50,279
30.7%
Sales of Assets $113,268
69.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $126,635
94.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,660,391
Total Liabilities $0
Net Assets $2,660,391

Document Links

Fiscal Year Ending Feb.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$111,010
Expenses
$127,478
Net Income
-$16,468
Net Assets
$2,510,602
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $13
0.0%
Dividends $61,893
55.8%
Sales of Assets $49,104
44.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $120,635
94.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,510,602
Total Liabilities $0
Net Assets $2,510,602

Document Links

Fiscal Year Ending Feb.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$125,165
Expenses
$126,155
Net Income
-$990
Net Assets
$2,433,053
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $17
0.0%
Dividends $61,240
48.9%
Sales of Assets $63,908
51.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $105,035
83.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,433,053
Total Liabilities $0
Net Assets $2,433,053

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Feb.
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Feb.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Feb.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Feb.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Feb.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Feb.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Feb.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Feb.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Feb.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Feb.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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