Nonprofit · EIN 04-6040032
TRUSTEES OF SEARS AND OTHER FUNDS
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $159,013 | $166,990 | -$7,977 | $3,252,398 | $13,127 | $3,239,271 |
| December 31, 2024 | 990-PF | $220,831 | $144,286 | $76,545 | $3,045,548 | $10,142 | $3,035,406 |
| December 31, 2023 | 990-PF | $125,313 | $151,317 | -$26,004 | $2,965,289 | $10,044 | $2,955,245 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $79,582
- Interest
- $9,151
- Net gain from sales of assets
- $70,280
Expenses
- Grants and similar amounts paid
- $128,133
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $18,500
- Disbursements for charitable purposes
- $159,016
- Excise tax on investment income
- $2,160
Balance sheet and other
- Total assets, start of year
- $3,045,548
- Total assets, end of year
- $3,252,398
- Total liabilities, end of year
- $13,127
- Net assets, end of year
- $3,239,271
- Fair market value of assets
- $3,252,398
- Qualifying distributions
- $159,016
- Net investment income
- $159,013
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ADAM C RUTLEDGE ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | PRESIDENT | 2 | $0 |
| GREGORY GULLICKSON ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | TREASURER | 2 | $0 |
| SCOTT F DAVIS ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | CLERK | 2 | $0 |
| VICTORIA T CABOT ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
| DANIEL H SEARS ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
| MARIA JOAN DENSLOW ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
| THATCHER L GEARHART ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
| THOMAS S HANSEN ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
| CHRISTOPHER LACONI ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
| DEBORAH L SMITH ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
| LLOYD C DAHMEN ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ADAM C RUTLEDGE ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | PRESIDENT | 2 | $0 |
| GREGORY GULLICKSON ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | TREASURER | 2 | $0 |
| SCOTT F DAVIS ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | CLERK | 2 | $0 |
| VICTORIA T CABOT ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
| LLOYD C DAHMEN ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
| MARIA JOAN DENSLOW ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
| THATCHER L GEARHART ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
| THOMAS S HANSEN ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
| CHRISTOPHER LACONI ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
| DEBORAH L SMITH ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBORAH L SMITH ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
| ADAM C RUTLEDGE ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | PRESIDENT | 2 | $0 |
| PETER S GREGORY ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
| MARIA JOAN DENSLOW ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
| GREGORY GULLICKSON ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | TREASURER | 2 | $0 |
| LLOYD C DAHMEN ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
| SCOTT F DAVIS ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
| THATCHER L GEARHART ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
| STEPHEN MEAD JR ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
| CHRISTOPHER LACONI ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
| VICTORIA T CABOT ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
| THOMAS S HANSEN ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1 INTERNATIONAL PL STE 1010, BOSTON, MA 02110-2621
- In care of
- % DAVID LEE
- Signed the 990-PF
- ADAM RUTLEDGE, PRESIDENT
- Phone
- (617) 426-6050
- Return prepared by
- WALTER SHUFFAIN ADVISORS INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6040032
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1928
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,252,398
- Income (IRS master file)
- $425,935
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $159,013 | $166,990 | $3,252,398 | IRS |
| 990-PF | December 2024 | $220,831 | $144,286 | $3,045,548 | XML |
| 990-PF | December 2023 | $125,313 | $151,317 | $2,965,289 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6040032).
Questions about TRUSTEES OF SEARS AND OTHER FUNDS
- What is the EIN of TRUSTEES OF SEARS AND OTHER FUNDS?
- The employer identification number (EIN) of TRUSTEES OF SEARS AND OTHER FUNDS is 04-6040032.
- Is TRUSTEES OF SEARS AND OTHER FUNDS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1928.
- Are donations to TRUSTEES OF SEARS AND OTHER FUNDS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TRUSTEES OF SEARS AND OTHER FUNDS file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRUSTEES OF SEARS AND OTHER FUNDS due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRUSTEES OF SEARS AND OTHER FUNDS last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of TRUSTEES OF SEARS AND OTHER FUNDS?
- The 990-PF for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does TRUSTEES OF SEARS AND OTHER FUNDS have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $159,013, expenses of $166,990 and total assets of $3,252,398 at year end.
Other nonprofits in BOSTON
- FIDELITY INVESTMENTS CHARITABLE GIFT FUND EIN 11-0303001 · last filed 990 for 2025
- DANA-FARBER CANCER INSTITUTE EIN 04-2263040 · last filed 990 for 2025
- CHILDRENS HOSPITAL CORPORATION EIN 04-2774441 · last filed 990 for 2025
- TRUSTEES OF BOSTON UNIVERSITY EIN 04-2103547 · last filed 990 for 2025
- NORTHEASTERN UNIVERSITY EIN 04-1679980 · last filed 990 for 2025
- BOSTON MEDICAL CENTER CORPORATION EIN 04-3314093 · last filed 990 for 2025
- COMMONWEALTH CARE ALLIANCE INC EIN 04-3756900 · last filed 990 for 2024
- HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION EIN 04-3070522 · last filed 990 for 2025