SAUNDERS FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: SAUNDERS FOUNDATION (EIN 76-0574880)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-14
IRS object ID: 202203189349105295
Schema version: 2021v4.0
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
Form 990-PF
Applied To Prior Year Election
Investments Corp Stock Schedule
Investments Other Schedule2
Land Etc Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-14T17:06:48-05:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	742130498	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CALLOWAY STINSON & CO PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	8554 KATY FREEWAY SUITE 110	AddressLine1Txt
City	HOUSTON	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77024	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	760574880	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SAUNDERS FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SAUN	BusinessNameControlTxt
Phone	7139149778	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	602 SAWYER STREET SUITE 720	AddressLine1Txt
City	HOUSTON	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77007	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	FREDRIC M SAUNDERS	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	7139149778	PhoneNum
Signature	2022-11-13	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	FREDRIC	PersonFirstNm
Person Last	SAUNDERS	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JEAN M CALLOWAY	PreparerPersonNm
PTIN	P01404412	PTIN
Phone	7134684133	PhoneNum
Preparation	2022-11-14	PreparationDt

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$8,313,673	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$12	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$12	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$153,224	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$153,224	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$496,755	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,503,968	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$496,755	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	-$108	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$649,883	TotalRevAndExpnssAmt
Total Net Invst Incm	$649,991	TotalNetInvstIncmAmt
Taxes Rev And Expnss	$19,001	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,668	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$22,403	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$22,403	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$41,404	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$24,071	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$340,100	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$340,100	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$381,504	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$24,071	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$340,100	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$268,379	ExcessRevenueOverExpensesAmt
Net Investment Income	$625,920	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash EOY	$103,967	CashEOYAmt
Cash EOYFMV	$103,967	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$144,476	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$42,654	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$42,654	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$5,981,427	CorporateStockBOYAmt
Corporate Stock EOY	$8,165,891	CorporateStockEOYAmt
Corporate Stock EOYFMV	$8,165,891	CorporateStockEOYFMVAmt
Other Investments BOY	$93,121	OtherInvestmentsBOYAmt
Land Bldg Equip Cost Or Other Bss	$3,619	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$3,619	LandBldgEquipAccumDeprecAmt
Other Assets BOY	$1,161	OtherAssetsBOYAmt
Other Assets EOY	$1,161	OtherAssetsEOYAmt
Other Assets EOYFMV	$1,161	OtherAssetsEOYFMVAmt
Total Assets BOY	$6,220,185	TotalAssetsBOYAmt
Total Assets EOY	$8,313,673	TotalAssetsEOYAmt
Total Assets EOYFMV	$8,313,673	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$6,220,185	RetainedEarningBOYAmt
Retained Earning EOY	$8,313,673	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$6,220,185	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$8,313,673	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$6,220,185	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$8,313,673	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$6,220,185	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$268,379	ExcessRevenueOverExpensesAmt
Other Increases	$1,825,109	OtherIncreasesAmt
Subtotal	$8,313,673	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$8,313,673	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SECURITIES SOLD THRU INTERACTIVE	P	$114,817	$121,795	-$6,978	-$6,978
SECURITIES SOLD THRU CHILTON	P	$253,660	$231,053	$22,607	$22,607
SECURITIES SOLD THRU INTERACTIVE	P	$163,395	$116,693	$46,702	$46,702
SECURITIES SOLD THRU INTERACTIVE	P	$278,613	$48,569	$230,044	$230,044
SECURITIES SOLD THRU CHILTON	P	$643,494	$466,271	$177,223	$177,223
SECURITIES SOLD THRU CHILTON	P	$32,044	$22,832	$9,212	$9,212

Field	Value	IRS element (for citing)
Capital Gain Net Income	$496,755	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$15,629	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$8,700	InvestmentIncomeExciseTaxAmt
Subtotal	$8,700	SubtotalAmt
Tax Based On Investment Income	$8,700	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$4,312	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$4,312	TotalPaymentsAndCreditsAmt
Tax Due	$4,388	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	STUART SAUNDERS	IndividualWithBooksNm
Phone	7139149778	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	602 SAWYER ST SUITE 720	AddressLine1Txt
City	HOUSTON	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77007	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	Yes (true)	UndistributedIncomePYInd
Undistributed Income PY1	2019	UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not App	Yes (true)	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
FREDRIC M SAUNDERS
515 HUNTERWOOD	HOUSTON	TX	77024	DIRECTOR	1.00	$0	$0	$0
GAYLE D SAUNDERS
515 HUNTERWOOD	HOUSTON	TX	77024	DIRECTOR	0.00	$0	$0	$0
MEREDITH S MASON
2401 HATLEY	AUSTIN	TX	78746	DIRECTOR	0.00	$0	$0	$0
STUART D SAUNDERS
8 SADDLEBROOK LANE	HOUSTON	TX	77024	DIRECTOR	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$7,329,578	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$168,412	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$7,497,990	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$7,497,990	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$112,470	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$7,385,520	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$369,276	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$369,276	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$8,700	TaxBasedOnInvestmentIncomeAmt
Total Tax	$8,700	TotalTaxAmt
Distributable Before Adj	$360,576	DistributableBeforeAdjAmt
Distributable Before Ded	$360,576	DistributableBeforeDedAmt
Distributable As Adjusted	$360,576	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$340,100	ExpensesAndContributionsAmt
Qualifying Distributions	$340,100	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$360,576	DistributableAsAdjustedAmt
Undistributed Income PY	$303,032	UndistributedIncomePYAmt
Prior Year1	2019	PriorYear1Yr
Total For Prior Years	$37,776	TotalForPriorYearsAmt
Qualifying Distributions	$340,100	QualifyingDistributionsAmt
Applied To Year1	$303,032	AppliedToYear1Amt
Applied To Prior Years	$37,068	AppliedToPriorYearsAmt
Prior Year Undistributed Incm	$708	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$708	PriorYearDeficiencyOrTaxAmt
Undistributed Income CY	$360,576	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Recipient RelationshipRecipientRelationshipTxt	Address Line2RecipientUSAddress/AddressLine2Txt
100 CLUB SURVIVORS FUND
5555 SAN FELIPE ST STE 17	HOUSTON	TX	77056	CHARITY	PHILANTHROPY	$100
BAY AREA HOMELESS SERVICES INC
3406 WISCONSIN ST	BAYTOWN	TX	77520	CHARITY	PHILANTHROPY	$500
CHI OMEGA FOUNDATION
3395 PLAYERS CLUB PARKWAY	MEMPHIS	TN	38125	PUBLIC CHARI	EDUCATION	$4,000	NONE
CODY STEPHENS GO BIG OR GO HOME
12723 WOODFOREST BLVD	HOUSTON	TX	77015	PUBLIC CHARI	MEDICAL	$6,000	NONE
FIRST UNITED METHODIST CHURCH
1101 DOHERTY AVE	MISSION	TX	78572	PUBLIC CHARI	RELIGIOUS	$2,000	NONE
HERITAGE ED
C/O 602 SAWYER ST	HOUSTON	TX	77063	SCHOOL	EDUCATION	$257,000
HILLSDALE COLLEGE
33 E COLLEGE STREET	HILLSDALE	MI	492429989	CHARITY	EDUCATION	$5,000
HILLVUE HEIGHTS CHURCH
3219 NASHVILLE RD	BOWLING GREEN	KY	42101	CHARITY	RELIGIOUS	$100
HOSPICE AUSTIN
4107 SPICEWOOD SPRING	AUSTIN	TX	78759	CHARITY	MEDICAL	$7,500		STE 100
HOUSTON ALUMNAE PANHELLENIC FOUNDAT
207 AURORA ST	HOUSTON	TX	77008	CHARITY	EDUCATION	$2,000
LIGHTHOUSE OF HOUSTON
3602 WEST DALLAS	HOUSTON	TX	77019	PUBLIC CHARI	HEALTH CARE	$11,000	NONE
NORTH CHANNEL AREA FOUNDATION
PO BOX 9759	HOUSTON	TX	77213	CHARITY	DEVELOPMENT	$100
NORTH SHORE ROTARY FOUNDATION
12611 WOODFOREST STE C	HOUSTON	TX	77015	CHARITY	PHILANTHROPY	$2,700
ORIGINAL TERLINGUA INTL CHILI COOK-
22970 FM 170	TERLINGUA	TX	79852	CHARITY	CULTURAL	$1,000
PINECOVE
PO BOX 9055	TYLER	TX	75711	CHARITY	RELIGIOUS	$7,000
PRAGER UNIVERSITY
15021 VENTURA BLVD	SHERMAN OAKS	CA	91403	CHARITY	EDUCATION	$15,000		STE 552
RESCUED PETS MOVEMENT
2317 W 34TH ST	HOUSTON	TX	77018	CHARITY	ANIMAL RESCUE	$1,000
THE CENTER FOR PURSUIT
810 MARSTON ST	HOUSTON	TX	77019	CHARITY	PHILANTHROPY	$1,000
THE ROTARY FOUNDATION
C/O 602 SAWYER ST	HOUSTON	TX	77063	CHARITY	PHILANTHROPY	$100
THE UNIVERSITY OF TEXAS
101 E 21ST ST	AUSTIN	TX	78712	CHARITY	EDUCATION	$10,000
WEST HOUSTON YOUNG LIFE
8945 LONG POINT RD STE 11	HOUSTON	TX	77055	CHURCH	RELIGIOUS	$6,000
WAKE FOREST UNIVERSITY PRESIDENTS C
C/O 602 SAWYER ST	HOUSTON	TX	77063	CHARITY	EDUCATION	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$340,100	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$12	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$153,224	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$496,755	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDesc	BusinessBusinessCd	Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
ORDIN BUSINES INCOME FROM K	211110	-$1,108
OTHER INCOME	211110	$1,000
OTHER TAXES

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	-$108	UnrelatedBusinessTaxblIncmAmt
Exclusion	$649,991	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$649,883	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Applied To Prior Year Election AppliedToPriorYearElection

Field	Value	IRS element (for citing)
Election	THE FOUNDATION ELECTS TO TREAT THE EXCESS QUALIFYING DISTRIBUTIONS MADE IN 2021 AS MADE OUT OF THE UNDISTRIBUTED INCOME FOR 2019.	ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
UBS FINANCIAL SERVICES 52986	$1,421,249	$1,421,249
SALIENT TRUST 771700
INTERACTIVE BROKERS	$1,523,910	$1,523,910
CHILTON CAPITAL MANAGEMENT 007564	$5,167,502	$5,167,502
HIGHTOWER TRUST	$53,230	$53,230

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd
ENTERPRISE PRODUCTS PARTNERS	AT COST
PLAINS ALL AMERICAN	AT COST
MAGELLAN MIDSTREAM	AT COST

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt
DELL COMPUTER	$1,432	$1,432
SOFTWARE	$253	$253
MACBOOKS COMPUTER	$1,934	$1,934

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	ARTWORK	Desc
BOY Book Value	$1,161	BOYBookValueAmt
EOY Book Value	$1,161	EOYBookValueAmt
EOYFMV	$1,161	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT FEES CHILTON	$22,005	$22,005
INVESTMENT FEES INTERACTIVE	$35	$35
INVESTMENT FEES UBS	$175	$175
MISCELLANEOUS FEES	$188	$188

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
ORDIN BUSINES INCOME FROM K-1	-$1,108
OTHER INCOME	$1,000

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDesc	AmtAmt
FMV TAX ADJ TO BOOK	$41,185
UNREALIZED GAIN FMV ADJ	$1,783,924

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID ON DIVIDEND I	$1,668	$1,668
EXCISE TAX	$11,333
TAX ON INV INCOME	$6,000

SAUNDERS FOUNDATION: Form 990PF, tax year 2021

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Applied To Prior Year Election AppliedToPriorYearElection

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

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