FURP.ORG / PUBLIC DATA EXPLORER

SANGER FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SANGER FAMILY FOUNDATION (EIN 46-3524352)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-12
IRS object ID
202201329349103045
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-12T14:46:25-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN942186350PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALEGARI & MORRIS ACCOUNTANTSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1650 CALIFORNIA ST 3RD FLOORAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94108ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463524352EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SANGER FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2JOHN SANGER TRUSTEEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSANGBusinessNameControlTxt
Phone4156939300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13600 WASHINGTON STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94118ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN M SANGERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4156939300PhoneNum
Signature2022-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastSANGERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINE WILLEMSENPreparerPersonNm
PTINP00394902PTIN
Phone4159818766PhoneNum
Preparation2022-05-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,061,924FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$37InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$37InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,808DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,808DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$92,659NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$529,886GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$92,659CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$100,504TotalRevAndExpnssAmt
Total Net Invst Incm$100,504TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$710LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$710LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,060AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,030AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,030AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$478TaxesRevAndExpnssAmt
Taxes Net Invst Incm$28TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$50TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$8,377OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8,377OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,625TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,435TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,790TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$155,480ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$155,480ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$167,105TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,435TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$157,270TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$66,601ExcessRevenueOverExpensesAmt
Net Investment Income$91,069NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$496,348CashBOYAmt
Cash EOY$400,008CashEOYAmt
Cash EOYFMV$400,008CashEOYFMVAmt
Other Nts And Loans Rcvbl$5,851OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$5,705OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$5,851OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$5,851OtherNtsAndLoansRcvblEOYFMVAmt
Other Investments BOY$613,472OtherInvestmentsBOYAmt
Other Investments EOY$656,065OtherInvestmentsEOYAmt
Other Investments EOYFMV$656,065OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,115,525TotalAssetsBOYAmt
Total Assets EOY$1,061,924TotalAssetsEOYAmt
Total Assets EOYFMV$1,061,924TotalAssetsEOYFMVAmt
Grants Payable BOY$1,000GrantsPayableBOYAmt
Grants Payable EOY$14,000GrantsPayableEOYAmt
Total Liabilities BOY$1,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$14,000TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$235,259CapitalStockBOYAmt
Capital Stock EOY$235,259CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$879,266RetainedEarningBOYAmt
Retained Earning EOY$812,665RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,114,525TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,047,924TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,115,525TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,061,924TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,114,525TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$66,601ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,047,924SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,047,924TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
CHARLES SCHWAB #30302021-01-012021-12-31$461,827$437,227$24,600$24,600
WESTERLY PARTNERS LP2021-01-012021-12-31$37,360$37,360$37,360P
WESTERLY PARTNERS LP2021-01-012021-12-31$30,118$30,118$30,118P
CHARLES SCHWAB - LTCG DISTRIBUTIONS2021-01-012021-12-31$581$581$581
FieldValueIRS element (for citing)
Capital Gain Net Income$92,659CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,266InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,266SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,266TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$489EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$489TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$777TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOHN M SANGERIndividualWithBooksNm
Phone4156939300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13600 WASHINGTON STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94118ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJOHN M SANGERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13600 WASHINGTON STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94118ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$106,867AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$362,033AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$613,472FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,082,372TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,082,372AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,236CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,066,136NetVlNoncharitableAssetsAmt
Minimum Investment Return$53,307MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$53,307MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,266TaxBasedOnInvestmentIncomeAmt
Total Tax$1,266TotalTaxAmt
Distributable Before Adj$52,041DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$52,041DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$52,041DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$157,270ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$157,270QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$52,041DistributableAsAdjustedAmt
Undistributed Income PY$22,747UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$157,270QualifyingDistributionsAmt
Applied To Year1$22,747AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$52,041AppliedToCurrentYearAmt
Remaining Distri From Corpus$82,482RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$82,482TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$82,482ExcessDistriCyovToNextYrAmt
Excess From Current Year$82,482ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN M SANGERContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOHN SANGER TRUSTEERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13600 WASHINGTON STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94118ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4156939300RecipientPhoneNum
Recipient Email AddressSANGER@SANGERINC.COMRecipientEmailAddressTxt
Form And Info And MaterialsNO PRESCRIBED FORMFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASIAN ART MUSEUM
200 LARKIN STSFCA94102N/APCGENERAL SUPPORT$5,000
500 CAPP STREET FOUNDATION
500 CAPP STSAN FRANCISCOCA94110N/APCGENERAL SUPPORT$2,000
CHINATOWN CDC
1525 GRANT AVESAN FRANCISCOCA94133N/APCBENEFIT SERVICES FOR LOW-INCOME RESIDENTS OF SAN FRANCISCO$2,575
CHINESE HISTORICAL SOCIETY
965 CLAY STSAN FRANCISCOCA94108N/APCSUPPORT OF THE ORGANIZATION AND MISSION$1,000
DRESHER FOUNDATION
4940 CAMPBELL BLVD SU 100BALTIMOREMD21236N/APCGENERAL SUPPORT$5,000
FORT MASON CENTER FOR ARTS
2 MARINA BLVDSAN FRANCISCOCA94123N/APCGENERAL SUPPORT$1,000
FRACTURED ATLAS
228 PARK AVE S 56651NEW YORKNY10003N/APCMASRAH ENSEMBLE$1,000
FRIENDS OF THE URBAN FOREST
1007 GENERAL KENNEDY AVE SU 1SFCA94129N/APCFIGHTING CLIMATE CHANGE ONE TREE AT A TIME$2,000
GLADSTONE INSTITUTE
1650 OWENS STSFCA94158N/APCEMPOWER THE BIOMEDICAL ECOSYSTEM TO CREATE AND DELIVER NEW DIAGNOSTICS.$5,000
GREENBELT ALLIANCE
312 SUTTER ST SU 402SFCA94108N/APCEDUCATES, ADVOCATES AND COLLABORATES TO ENSURE THE BAY AREA'S LANDS AND COMMUNITIES ARE RESILIENT TO A CHANGING CLIMATE$5,000
HARVARD
124 MOUNT AUBURN STCAMBRIDGEMA02138N/APCGRADUATE SCHOOL OF DESIGN$2,500
KDFC
PO BOX 7913LOS ANGELESCA90007N/APCGENERAL SUPPORT$1,000
JOHN BURTON ADVOCATES FOR YOUTH
235 MONTGOMERY ST SU 1142SAN FRANCISCOCA94104N/APCGENERAL SUPPORT$1,000
KRONOS PERFORMING ARTS ASSOCIATION
1242 NINTH AVESAN FRANCISCOCA94122N/APCGENERAL SUPPORT$1,000
LARKIN STREET YOUTH SERVICES
134 GOLDEN GATE AVESFCA94102N/APCCREATE A CONTINUUM OF SERVICES THAT INSPIRES YOUTH TO MOVE BEYOND THE STREET$5,250
MEDIA MATTERS
PO BOX 52155WASHINGTONDC20091N/APCDIRECT SUPPORT$2,500
MJDC
3973 25TH STSFCA94114N/APCGENERAL SUPPORT$5,000
NORTH BEACH CITIZENS
1034 KEARNY STSAN FRANCISCOCA94133N/APCIN MEMORY OF MARIA VELLA IN SUPPORT OF MISSION TO PROVIDE HOPE FOR MEMBERS OF OUR COMMUNITY$5,000
SAFE AND SOUND
1757 WALLER STREETSAN FRANCISCOCA94117N/APCCHAMPION FOR THE CHILDREN OF SAN FRANCISCO$5,155
SEASON FOR SHARING
901 MISSION STSFCA94103N/APCPREVENT HOMELESSNESS AND HUNGER$20,000
SF ARTISTS ALLIANCE
3019 OCEAN PARK BLVD 123SANTA MONICACA90405N/APCEXPANDING SERVICES FOR ALUMNI COMMUNITY$1,000
SF ARTS EDUCATION
135 VAN NESS AVESAN FRANCISCOCA94102N/APCCHILDREN AND ARTISTS IN PUBLIC SCHOOLS$2,000
SF FOOD BANK
900 PENNSYLVANIASFCA94103N/APCEND HUNGER$2,500
SF GIRLS CHORUS
44 PAGE ST SU 200SAN FRANCISCOCA94102N/APCGENERAL SUPPORT$1,000
SF PARKS ALLIANCE
1074 FOLSOM STSFCA94103N/APCSAFE AND BEAUTIFUL PUBLIC SPACES$12,000
SF PERFORMANCES
500 SUTTER ST SU 710SAN FRANCISCOCA94102N/APCGENERAL SUPPORT$5,000
SAN FRANCISCO CONSERVATORY OF MUSIC
50 OAK STSAN FRANCISCOCA94102N/APCSEEKING JUSTICE FOR COMMUNITIES IMPACTED BY DISCRIMINATION$20,000
UHS
3065 JACKSON STSFCA94115N/APCANNUAL FUND$10,000
TEL HI
660 LOMBARD STSFCA94133N/APCANNUAL FUNDRAISER$3,500
UCSF
220 MONTGOMERY ST FL 5SAN FRANCISCOCA94104N/APCUCSF: THE CAMPAIGN$20,000
UP ON TOP
1187 FRANKLIN STSAN FRANCISCOCA94109N/APCAFTER SCHOOL AND SUMMER PROGRAMS$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$155,480TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$37ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,808ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$92,659ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$100,504ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$100,504TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,060Amt
Net Investment Income$1,030NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,030DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
WESTERLY PARTNERS LPAT COST$260,734$260,734
MENLO EQUITIES ABSOLUTE RETURN FUND LPAT COST$395,331$395,331

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$710LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$710DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PARTNERSHIP EXPENSES - WESTERLY PARTNERS LP$7,776$7,776$0
PARTNERSHIP EXPENSES - MENLO EQUITIES ABSOLUTE RETURN FUND LP$506$506$0
BANK CHARGES$95$95$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
JOHN M SANGER
3600 WASHINGTON STREETSAN FRANCISCOCA94118
CATHERINE S SANGER
1308A KOBBE AVESAN FRANCISCOCA94129

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CA FILING FEES$50$0$50
FOREIGN TAXES - WESTERLY PARTNERS LP$28$28$0
FEDERAL EXCISE TAX$400$0$0