BETA

SAGA FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SAGA FOUNDATION (EIN 38-3097160)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-11
IRS object ID
202211319349105906
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)
Return2022-05-11T16:11:29-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 OTTAWA AVE NW STE 300AddressLine1Txt
CityGRAND RAPIDSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49503ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383097160EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Saga FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% THE CONNABLE OFFICE INCInCareOfNm
Business Name ControlSAGABusinessNameControlTxt
Phone2693825800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1136 EAST MICHIGAN AVENUE Suite 1201AddressLine1Txt
CityKALAMAZOOCityNm
State AbbreviationMIStateAbbreviationCd
ZIP490073936ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES C MELVINPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone2693825800PhoneNum
Signature2022-02-08SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMES CPersonFirstNm
Person LastMELVINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL FULLERPreparerPersonNm
PTINP00238135PTIN
Phone6167747000PhoneNum
Preparation2022-02-08PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$21,422,079FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,178,615ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$101InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$101InterestOnSavNetInvstIncmAmt
Other Income Rev And Expnss$247OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$2,178,963TotalRevAndExpnssAmt
Total Net Invst Incm$101TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$172,952CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$172,952CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$43,443PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$43,443PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$5,413LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$5,413LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,312AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$6,312AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,025OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$5,475OtherProfFeesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$1,044DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$5,282TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$5,282TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$14,941OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$14,941OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$256,887TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,025TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$253,818TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,886,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,886,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,143,487TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,025TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,140,418TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$35,476ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$373,643SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,051,842SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,051,842SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$15,713,677CorporateStockEOYAmt
Corporate Stock EOYFMV$19,369,020CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$5,671LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,454LandBldgEquipAccumDeprecAmt
Land BOY$2,261LandBOYAmt
Land EOY$1,217LandEOYAmt
Land EOYFMV$1,217LandEOYFMVAmt
Total Assets BOY$375,904TotalAssetsBOYAmt
Total Assets EOY$17,766,736TotalAssetsEOYAmt
Total Assets EOYFMV$21,422,079TotalAssetsEOYFMVAmt
Accounts Payable BOY$4,407AccountsPayableBOYAmt
Accounts Payable EOY$10,561AccountsPayableEOYAmt
Grants Payable BOY$274,425GrantsPayableBOYAmt
Grants Payable EOY$166,650GrantsPayableEOYAmt
Total Liabilities BOY$278,832TotalLiabilitiesBOYAmt
Total Liabilities EOY$177,211TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$97,072CapitalStockBOYAmt
Capital Stock EOY$17,589,525CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$97,072TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$17,589,525TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$375,904TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$17,766,736TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$97,072TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$35,476ExcessRevenueOverExpensesAmt
Other Increases$17,456,977OtherIncreasesAmt
Subtotal$17,589,525SubtotalAmt
Tot Net Ast Or Fund Balances EOY$17,589,525TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.sagafoundation.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE CONNABLE OFFICE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2693825800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1136 EAST MICHIGAN AVENUE SUITE 120AddressLine1Txt
CityKALAMAZOOCityNm
State AbbreviationMIStateAbbreviationCd
ZIP490073936ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
DAVID J BARTOSHUK
979 Arlington RoadRedwood CityCA940621848PRESIDENT/TRUSTEE1.0$151,800$0$0
JAMES C MELVIN
136 EAST MICHIGAN AVENUEKALAMAZOOMI490073936VICE PRESIDENT/TRUSTEE1.0$0$0$0SUITE 1201
JULIE A JOHNSON
36273 DaVinci DriveCathedral CityCA922348922VICE PRESIDENT/TRUSTEE1.0$21,152$0$0
BRADLEY E WELLER
136 EAST MICHIGAN AVENUEKALAMAZOOMI490073936TREASURER/TRUSTEE1.0$0$0$0SUITE 1201
LOYAL A ELDRIDGE III
136 EAST MICHIGAN AVENUEKALAMAZOOMI490073936SECRETARY1.0$0$0$0SUITE 1201
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$806,209AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$565,591AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,371,800TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,371,800AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,577CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,351,223NetVlNoncharitableAssetsAmt
Minimum Investment Return$67,561MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$67,561MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$67,561DistributableBeforeAdjAmt
Distributable Before Ded$67,561DistributableBeforeDedAmt
Distributable As Adjusted$67,561DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,140,418ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$2,140,418QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$67,561DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$7,960ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,808,029ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$645,239ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$827,779ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,289,007TotalExcessDistributionCyovAmt
Qualifying Distributions$2,140,418QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Treated As Distri From Corpus$2,140,418TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$67,561ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$67,561ExcessDistributionCyovAppCYAmt
Total Corpus$5,361,864TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$2,140,418CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov To Next Yr$3,221,446ExcessDistriCyovToNextYrAmt
Excess From Year3$1,748,428ExcessFromYear3Amt
Excess From Year2$645,239ExcessFromYear2Amt
Excess From Year1$827,779ExcessFromYear1Amt
Excess From Current Year$1,358,065ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CHILDHELP INC
4350 EAST CAMELBACK ROAD BLDG F250PHOENIXAZ85018NONEPCOPERATING SUPPORT$50,000
ABOUT-FACE
PO BOX 191145SAN FRANCISCOCA94119NONEPCOPERATING SUPPORT$50,000
BOYS & GIRLS CLUB OF ST HELENA
1420 TAINTER STREETST HELENACA94574NONEPCOPERATING SUPPORT$40,000
JOBTRAIN INC
1200 OBRIEN DRIVEMENLO PARKCA94025NONEPCOPERATING SUPPORT$157,000
PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE
14 OLD CHAPEL RDMIDDLEBURYVT05753NONEPCOPERATING SUPPORT$25,000
THE FIRST TEE OF SILICON VALLEY
1922 THE ALAMEDA SUITE 214SAN JOSECA95126NONEPCOPERATING SUPPORT$150,000
WARRIOR CANINE CONNECTION INC
14934 SCHAEFFER ROADBOYDSMD20841NONEPCOPERATING SUPPORT$35,000
MAGICAL BRIDGE FOUNDATION
552 WAVERLEY SUITE 200PALO ALTOCA94301NONEPCOPERATING SUPPORT$10,000
HILLER AVIATION MUSEUM
601 SKYWAY RDSAN CARLOSCA94070NONEPCOPERATING SUPPORT$25,000
ALZHEIMER'S ASSOCIATION
225 NORTH MICHIGAN AVENUE SUITE 170CHICAGOIL60601NONEPCOPERATING SUPPORT$25,000
REDWOOD CITY POLICE ACTIVITIES LEAGUE
3399 BAY ROADREDWOOD CITYCA94063NONEPCOPERATING SUPPORT$100,000
HENRY L STIMSON CENTER
1211 CONNECTICUT AVE NW 8TH FLOORWASHINGTONDC20036NONEPCOPERATING SUPPORT$125,000
RENAISSANCE ENTREPRENEURSHIP CENTER
275 5TH STREETSAN FRANCISCOCA94103NONEPCOPERATING SUPPORT$35,000
POSITIVE COACHING ALLIANCE
1001 N RENGSTORFF AVE SUITE 100MOUNTAIN VIEWCA94043NONEPCOPERATING SUPPORT$25,000
BOYS AND GIRLS CLUB OF THE PENINSULA
401 PIERCE ROADMENLO PARKCA94025NONEPCOPERATING SUPPORT$10,000
REDWOOD CITY LIBRARY FOUNDATION
1044 MIDDLEFIELD ROADREDWOOD CITYCA94063NONEPCOPERATING SUPPORT$140,000
MANAGEMENT LEADERSHIP FOR TOMORROW
15 MAIDEN LANE SUITE 900NEW YORKNY10038NONEPCOPERATING SUPPORT$60,000
DOCTORS WITHOUT BORDERS USA INC
40 RECTOR STREET 16TH FLOORNEW YORKNY10006NONEPCOPERATING SUPPORT$25,000
SECOND HARVEST OF SILICON VALLEY
750 CURTNER AVENUESAN JOSECA95125NONEPCOPERATING SUPPORT$50,000
WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS
ONE WOODROW WILSON PLAZAWASHINGTONDC20004NONEPCOPERATING SUPPORT$50,0001300 PENNSYLVANIA AVE NW
ADVENT GROUP MINISTRIES INC
90 GREAT OAKS BLVDSAN JOSECA95119NONEPCOPERATING SUPPORT$1,000STE 108
CHILDREN NOW
1404 FRANKLIN STREETOAKLANDCA94612NONEPCOPERATING SUPPORT$25,000SUITE 700
SAN MATEO COUNTY HISTORICAL ASSOCIATION
2200 BROADWAY STREDWOOD CITYCA94063NONEPCOPERATING SUPPORT$35,000
DESERT RECREATION FOUNDATION
45-305 OASIS STREETINDIOCA92201NONEPCOPERATING SUPPORT$25,000
HEALTHIER KIDS FOUNDATION
4040 MOORPARK AVE 100SAN JOSECA95117NONEPCOPERATING SUPPORT$25,000
RAVENSWOOD FAMILY HEALTH
1885 BAY ROADEAST PALO ALTOCA94303NONEPCOPERATING SUPPORT$25,000
TEAM RUBICON
214 MAIN STREET 354EL SEGUNDOCA90245NONEPCOPERATING SUPPORT$25,000
POSTIVE COACHING INC CA
SUITE 100 1001 N RENGSTORFF AVEMOUNTAIN VIEWCA94043NONEPCOPERATING SUPPORT$1,500
KALAMAZOO COLLEGE
1200 ACADEMY STREETKALAMAZOOMI49006NONEPCOPERATING SUPPORT$240,000
CANCER RESEARCH INSTITUTE
29 BROADWAY FLOOR 4NEW YORKNY100063111NONEPCOPERATING SUPPORT$200
YOUTH ON COURSE
3200 LOPEZ RDPEBBLE BEACHCA93953NONEPCOPERATING SUPPORT$27,000
GLOBAL SECURITY INSTITUTE
220 EAST 49TH ST SUITE 1BNEW YORKNY10017NONEPCOPERATING SUPPORT$35,000
BOYS & GIRLS CLUB OF CATHEDRAL CITY
32141 WHISPERING PALMS TRAILCATHEDRAL CITYCA92234NONEPCOPERATING SUPPORT$55,000
ONE LIFE COUNSELING CENTER
1033 LAUREL STSAN CARLOSCA94070NONEPCOPERATING SUPPORT$50,000
SAN MATEO COUNTY HEALTH FOUNDATION
222 W 39TH AVENUESAN MATEOCA94403NONEPCOPERATING SUPPORT$76,000
WEINGARTEN CHILDRENS CENTER
3518 JEFFERSON AVENUEREDWOOD CITYCA94062NONEPCOPERATING SUPPORT$52,900
RENAISSANCE ENTERPRISE
965 KOOPMAN LNELKHORNWI53121NONEPCOPERATING SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,886,600TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$101ExclusionAmt
FieldValueIRS element (for citing)
Dividends And Interest From Sec DtlDividendsAndInterestFromSecDtl
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFEDERAL TAX REFUNDDesc
Exclusion01ExclusionCd
Exclusion$247ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$348ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$348TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonWPL FOUNDATIONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1136 EAST MICHIGAN AVE STE 1201AddressLine1Txt
CityKALAMAZOOCityNm
State AbbreviationMIStateAbbreviationCd
ZIP490073936ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,178,615TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$6,312Amt
Disbursements Charitable Prps$6,312DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionTHE SAGA FOUNDATION IS MAKING AN ELECTION UNDER IRC SECTION 4942(D)(2) TO TREAT ITS QUALIFYING DISTRIBUTION OF $2,140,418 OUT OF CORPUS FOR THE YEAR ENDED DECEMBER 31, 2021.ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIXED INCOME FUNDS$6,292,121$6,454,220
U.S. EQUITY FUNDS$3,598,457$5,780,503
INTERNATIONAL EQUITY FUNDS$3,877,130$4,688,616
INDEPENDENT RETURN$359,277$376,605
COMMODITIES$742,067$1,042,856
INFLATION INDEXED BONDS$377,969$408,472
REAL ESTATE INVESTMENTS$465,964$617,056
MISCELLANEOUS$692$692

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$5,413LegalFeesAmt
Disbursements Charitable Prps$5,413DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$2,033$2,033
MEALS$212$212
MEMBERSHIPS$1,210$1,210
MISCELLANEOUS$423$423
OFFICE SUPPLIES$1,113$1,113
STORAGE$3,327$3,327
UTILITIES$2,696$2,696
INTERNET$343$343
WEBSITE$2,634$2,634
HOME OFFICE$905$905
ANNUAL STATE CORPORATE FILINGS$45$45

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFEDERAL TAX REFUNDDesc
Revenue And Expenses Per Books$247RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTRANSFER FROM WPL FDN (EIN: 20-2514470)Desc
Amt$17,456,977Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CLERICAL FEES$2,025$2,025
FIDUCIARY FEES$5,475$5,475

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt

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