SAGA FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SAGA FOUNDATION (EIN 38-3097160)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-18
- IRS object ID
- 202001709349101105
- Schema version
- 2019v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Distribution From Corpus Election
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-18T14:09:42-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OTTAWA AVE NW STE 300 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383097160 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Saga Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE CONNABLE OFFICE INC | InCareOfNm |
| Business Name Control | SAGA | BusinessNameControlTxt |
| Phone | 2693825800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 EAST MICHIGAN AVENUE Suite 1201 | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 490073936 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES C MELVIN | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2693825800 | PhoneNum |
| Signature | 2020-02-19 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Daniel Fuller | PreparerPersonNm |
| PTIN | P00238135 | PTIN |
| Phone | 6167747000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $604,668 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,600,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15,132 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,132 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,615,132 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,132 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $153,817 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $153,817 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $42,124 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $42,124 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,031 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,031 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,649 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,065 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,584 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $130 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $1,043 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $13,117 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,117 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,475 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $13,475 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $237,386 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,065 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $234,148 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,071,088 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,608,888 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,308,474 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,065 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,843,036 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$693,342 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,067 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $829,815 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $501,363 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $501,363 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $100,000 | PledgesRcvblAmt |
| Pledges Rcvbl EOY | $100,000 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $100,000 | PledgesRcvblEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,671 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,366 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,348 | LandBOYAmt |
| Land EOY | $3,305 | LandEOYAmt |
| Land EOYFMV | $3,305 | LandEOYFMVAmt |
| Total Assets BOY | $834,163 | TotalAssetsBOYAmt |
| Total Assets EOY | $604,668 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $604,668 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,257 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,904 | AccountsPayableEOYAmt |
| Grants Payable EOY | $462,200 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $3,257 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $467,104 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $830,906 | CapitalStockBOYAmt |
| Capital Stock EOY | $137,564 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $830,906 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $137,564 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $834,163 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $604,668 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $830,906 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$693,342 | ExcessRevenueOverExpensesAmt |
| Subtotal | $137,564 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $137,564 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,358,473 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $517,165 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.626769 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $23,240 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,397 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 9.695453 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $23,356 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,401 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.621832 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,077 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $25,098 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.839788 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,907 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $25,956 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.805479 | DistributionYr5Rt |
| Total Distribution | 15.589321 | TotalDistributionRt |
| Average Distribution | 3.117864 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $794,694 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,477,748 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $131 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,477,879 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,843,036 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $261 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $261 | SubtotalAmt |
| Tax Based On Investment Income | $261 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $132 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $132 | TotalPaymentsAndCreditsAmt |
| Tax Due | $129 | 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 |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.sagafoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CONNABLE OFFICE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2693825800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 EAST MICHIGAN AVENUE SUITE 120 | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 490073936 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | 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 (5 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| DAVID J BARTOSHUK | |||||||||
| 979 Arlington Road | Redwood City | CA | 940621848 | PRESIDENT/TRUSTEE | 1.0 | $133,277 | $0 | $0 | |
| JAMES C MELVIN | |||||||||
| 136 EAST MICHIGAN AVENUE | KALAMAZOO | MI | 490073936 | VICE PRESIDENT/TRUSTEE | 1.0 | $0 | $0 | $0 | SUITE 1201 |
| JULIE A JOHNSON | |||||||||
| 36273 DaVinci Drive | Cathedral City | CA | 922348922 | VICE PRESIDENT/TRUSTEE | 1.0 | $20,540 | $0 | $0 | |
| BRADLEY E WELLER | |||||||||
| 136 EAST MICHIGAN AVENUE | KALAMAZOO | MI | 490073936 | TREASURER/TRUSTEE | 1.0 | $0 | $0 | $0 | SUITE 1201 |
| LOYAL A ELDRIDGE III | |||||||||
| 136 EAST MICHIGAN AVENUE | KALAMAZOO | MI | 490073936 | SECRETARY | 1.0 | $0 | $0 | $0 | SUITE 1201 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $806,796 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $806,796 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $806,796 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,102 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $794,694 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,735 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,735 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $261 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $261 | TotalTaxAmt |
| Distributable Before Adj | $39,474 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $39,474 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $39,474 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,843,036 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,843,036 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,843,036 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,474 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $19,609 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $19,822 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $22,750 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,120 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,268 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $88,569 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,843,036 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $1,843,036 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $39,474 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $39,474 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,892,131 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $1,843,036 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov To Next Yr | $49,095 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $22,707 | ExcessFromYear3Amt |
| Excess From Year2 | $23,120 | ExcessFromYear2Amt |
| Excess From Year1 | $3,268 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| KALAMAZOO COLLEGE | ||||||||
| 1200 ACADEMY STREET | KALAMAZOO | MI | 49006 | NONE | PC | OPERATING SUPPORT | $187,775 | |
| CHILDHELP INC | ||||||||
| 4350 EAST CAMELBACK ROAD BLDG F250 | PHOENIX | AZ | 85018 | NONE | PC | OPERATING SUPPORT | $50,000 | |
| ABOUT-FACE | ||||||||
| PO BOX 191145 | SAN FRANCISCO | CA | 94119 | NONE | PC | OPERATING SUPPORT | $35,000 | |
| TECHNOLOGY FOR GLOBAL SECURITY | ||||||||
| 5800 HARBORD DR | OAKLAND | CA | 94611 | NONE | PC | OPERATING SUPPORT | $35,000 | |
| WEINGARTEN CHILDREN'S CENTER | ||||||||
| 3518 JEFFERSON AVENUE | REDWOOD CITY | CA | 94062 | NONE | PC | OPERATING SUPPORT | $35,000 | |
| BOYS & GIRLS CLUB OF ST HELENA AND CALISTOGA | ||||||||
| 1420 TAINTER STREET | ST HELENA | CA | 94574 | NONE | PC | OPERATING SUPPORT | $35,000 | |
| BOYS & GIRLS CLUB OF CATHEDRAL CITY | ||||||||
| 32141 WHISPERING PALMS TRL | CATHEDRAL CITY | CA | 92234 | NONE | PC | OPERATING SUPPORT | $170,000 | |
| JOBTRAIN INC | ||||||||
| 1200 OBRIEN DRIVE | MENLO PARK | CA | 94025 | NONE | PC | OPERATING SUPPORT | $110,000 | |
| PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE | ||||||||
| 14 OLD CHAPEL RD | MIDDLEBURY | VT | 05753 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| SEEDS OF PEACE INC | ||||||||
| 370 LEXINGTON AVE STE 1201 | NEW YORK | NY | 10017 | NONE | PC | OPERATING SUPPORT | $50,000 | |
| THE FIRST TEE OF SILICON VALLEY | ||||||||
| 1922 THE ALAMEDA SUITE 214 | SAN JOSE | CA | 95126 | NONE | PC | OPERATING SUPPORT | $200,000 | |
| WARRIOR CANINE CONNECTION INC | ||||||||
| 14934 SCHAEFFER ROAD | BOYDS | MD | 20841 | NONE | PC | OPERATING SUPPORT | $35,000 | |
| MAGICAL BRIDGE FOUNDATION | ||||||||
| 552 WAVERLEY SUITE 200 | PALO ALTO | CA | 94301 | NONE | PC | OPERATING SUPPORT | $10,000 | |
| GENERATIONS UNITED INC | ||||||||
| 25 E STREET NW THIRD FLOOR | WASHINGTON | DC | 20001 | NONE | PC | OPERATING SUPPORT | $50,000 | |
| HILLER AVIATION MUSEUM | ||||||||
| 601 SKYWAY RD | SAN CARLOS | CA | 94070 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 NORTH MICHIGAN AVENUE SUITE 170 | CHICAGO | IL | 60601 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| REDWOOD CITY POLICE ACTIVITIES LEAGUE | ||||||||
| 3399 BAY ROAD | REDWOOD CITY | CA | 94063 | NONE | PC | OPERATING SUPPORT | $126,500 | |
| THE FIRST TEE OF SILICON VALLEY | ||||||||
| 1922 THE ALAMEDA SUITE 214 | SAN JOSE | CA | 95126 | NONE | PC | YEARLY FUNDRAISER | $1,863 | |
| FACING HISTORY | ||||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | NONE | PC | OPERATING SUPPORT | $10,000 | |
| HENRY L STIMSON CENTER | ||||||||
| 1211 CONNECTICUT AVE NW 8TH FLOOR | WASHINGTON | DC | 20036 | NONE | PC | OPERATING SUPPORT | $75,000 | |
| RENAISSANCE ENTREPRENEURSHIP CENTER | ||||||||
| 275 5TH STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| SAN MATEO COUNTY SHERIFFS ACTIVITIES LEAGUE | ||||||||
| 400 COUNTY CENTER 3RD FLOOR CPU | REDWOOD CITY | CA | 94063 | NONE | PC | OPERATING SUPPORT | $1,750 | |
| PAL | ||||||||
| 34 1/2 EAST 12TH STREET | NEW YORK | NY | 10003 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| FOOTHILL-DE ANZA FOUNDATION | ||||||||
| 12345 EL MONTE RD | LOS ALTOS HILLS | CA | 94022 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| POSITIVE COACHING ALLIANCE | ||||||||
| 1001 N RENGSTORFF AVE SUITE 100 | MOUNTAIN VIEW | CA | 94043 | NONE | PC | OPERATING SUPPORT | $20,000 | |
| BOYS AND GIRLS CLUB OF THE PENINSULA | ||||||||
| 401 PIERCE ROAD | MENLO PARK | CA | 94025 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| REDWOOD CITY LIBRARY FOUNDATION | ||||||||
| 1044 MIDDLEFIELD ROAD | REDWOOD CITY | CA | 94063 | NONE | PC | OPERATING SUPPORT | $30,000 | |
| MANAGEMENT LEADERSHIP FOR TOMORROW | ||||||||
| 15 MAIDEN LANE SUITE 900 | NEW YORK | NY | 10038 | NONE | PC | OPERATING SUPPORT | $50,000 | |
| DOCTORS WITHOUT BORDERS USA INC | ||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| PARALYZED VETERANS OF AMERICA | ||||||||
| 3801 MIRANDA AVE RM E-118 | PALO ALTO | CA | 94304 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| RENAISSANCE ENTREPRENEURSHIP CENTER | ||||||||
| 275 5TH STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | NETWORK FOR GOOD | $10,000 | |
| SECOND HARVEST OF SILICON VALLEY | ||||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | NONE | PC | OPERATING SUPPORT | $50,000 | |
| WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS | ||||||||
| ONE WOODROW WILSON PLAZA | WASHINGTON | DC | 20004 | NONE | PC | OPERATING SUPPORT | $50,000 | 1300 PENNSYLVANIA AVE NW |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,608,888 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KALAMAZOO COLLEGE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 ACADEMY STREET | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | OPERATING SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $462,200 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $462,200 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,132 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $15,132 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,132 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WPL FOUNDATION | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 EAST MICHIGAN AVE STE 1201 | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 490073936 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,600,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $5,031 | Amt |
| Disbursements Charitable Prps | $5,031 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE SAGA FOUNDATION IS MAKING AN ELECTION UNDER IRC SECTION 4942(D)(2) TO TREAT ITS QUALIFYING DISTRIBUTION OF $1,843,036 OUT OF CORPUS FOR THE YEAR ENDED DECEMBER 31, 2019. | ElectionDesc |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,000 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| HOME OFFICE | $768 | $768 |
| INSURANCE | $2,033 | $2,033 |
| MEALS | $1,398 | $1,398 |
| MEMBERSHIPS | $1,725 | $1,725 |
| MISCELLANEOUS | $941 | $941 |
| OFFICE SUPPLIES | $819 | $819 |
| STORAGE | $3,132 | $3,132 |
| WEBSITE | $1,297 | $1,297 |
| UTILITIES | $947 | $947 |
| INTERNET | $360 | $360 |
| ANNUAL STATE CORPORATION FILIN | $55 | $55 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CLERICAL FEES | $2,065 | $2,065 | |
| FIDUCIARY FEES | $5,584 | $5,584 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WPL FOUNDATION | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 EAST MICHIGAN AVE STE 1201 | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 490073936 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $130 | Amt |
Comments