BETA

SAUL ZAENTZ CHARITABLE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SAUL ZAENTZ CHARITABLE FOUNDATION (EIN 47-1005952)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-15
IRS object ID
202013209349100601
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-15T14:14:31-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN362663249PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEISS & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12700 PATRIOT BOULEVARD - SUITE 400AddressLine1Txt
CityGLENVIEWCityNm
State AbbreviationILStateAbbreviationCd
ZIP60026ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN471005952EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAUL ZAENTZ CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSAULBusinessNameControlTxt
Phone8477290600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12700 PATRIOT BOULEVARD NO 170AddressLine1Txt
CityGLENVIEWCityNm
State AbbreviationILStateAbbreviationCd
ZIP60026ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALAN H HAMMERMANPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8477290600PhoneNum
Signature2020-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL A FORTMANPreparerPersonNm
PTINP00358090PTIN
Phone8474418800PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address45.27.55.57IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-10IPDt
IP Tm11:16:59IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA473628CC7E3C749DEC17E765C2D7DC4D1BA5971AtSubmissionCreationDeviceId
At Submission Filing Device Id0A2308F95823302D9FFE0693BD0C5588A34F5D17AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$42,649,515FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,991,976ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$872,027InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$593,342InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$581,446DividendsRevAndExpnssAmt
Dividends Net Invst Incm$579,626DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,922,648NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$14,457,564GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$210,811CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$999,681OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$18,631OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$10,367,778TotalRevAndExpnssAmt
Total Net Invst Incm$1,402,410TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$480,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$480,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$31,045AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$15,522AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$15,523AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,206,746TaxesRevAndExpnssAmt
Taxes Net Invst Incm$18,423TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$3,157,003TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$43,695TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$43,695TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$658,398OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$114,986OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$543,412OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,419,884TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$628,931TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,759,633TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,996,380ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,996,380ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$15,416,264TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$628,931TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$14,756,013TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,048,486ExcessRevenueOverExpensesAmt
Net Investment Income$773,479NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,284,507CashBOYAmt
Cash EOY$1,404,912CashEOYAmt
Cash EOYFMV$1,404,912CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,306,071SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$965,695SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$965,695SavAndTempCashInvstEOYFMVAmt
Other Assets BOY$43,106,368OtherAssetsBOYAmt
Other Assets EOY$38,127,038OtherAssetsEOYAmt
Other Assets EOYFMV$40,278,908OtherAssetsEOYFMVAmt
Total Assets BOY$45,696,946TotalAssetsBOYAmt
Total Assets EOY$40,497,645TotalAssetsEOYAmt
Total Assets EOYFMV$42,649,515TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$45,696,946RetainedEarningBOYAmt
Retained Earning EOY$40,497,645RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$45,696,946TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$40,497,645TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$45,696,946TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$40,497,645TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$45,696,946TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,048,486ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$40,648,460SubtotalAmt
Other Decreases$150,815OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$40,497,645TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
JP MORGAN 6009P2019-12-31$1,916,457$1,843,620$72,837$72,837
JP MORGAN 6009P2019-12-31$4,783,695$4,670,117$113,578$113,578
JP MORGAN 6009P2019-12-31$843$843$843
JP MORGAN 1003P2019-12-31$51,328$48,803$2,525$2,525
JP MORGAN 1003P2019-12-31$406,444$425,579-$19,135-$19,135
JP MORGAN 2001P2019-12-31$59,672$58,297$1,375$1,375
JP MORGAN 2001P2019-12-31$7,586$6,984$602$602
JP MORGAN 2001P2019-12-31$644,492$582,798$61,889$61,889
JP MORGAN 2001P2019-12-31$105$105$105
JP MORGAN 63009P2019-12-31$146,376$145,827$549$549
JP MORGAN 63009P2019-12-31$273,010$278,215-$5,308-$5,308
JP MORGAN 63009P2019-12-31$3,142,030$3,135,130$2,561$2,561
JP MORGAN 63009P2019-12-31$1,178,689$1,200,212-$21,610-$21,610
JP MORGAN 63009P2019-12-31$135,000$135,000$0$0
SZ COMPANYP2019-12-31$1,705,917$1,705,917$0$0
SZ COMPANYP2019-12-31$5,920$5,920$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income$210,811CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$18,541,488AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$40,323,367NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.459820DistributionYr1Rt
Adjusted Qlfy Distri Yr2$10,975,863AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$31,698,909NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.346254DistributionYr2Rt
Adjusted Qlfy Distri Yr3$26,114,240AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,338,297NetVlNoncharitableAssetsYr3Amt
Distribution Yr34.891867DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,580,765AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,389,488NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.857350DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution7.555291TotalDistributionRt
Average Distribution1.511058AverageDistributionRt
Net Vl Noncharitable Assets$38,868,088NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$58,731,935AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$7,735NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$58,739,670AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$14,756,013QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$15,470InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$15,470SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$15,470TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$266,486EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$266,486TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$251,016OverpaymentAmt
Applied To ES Tax$251,016AppliedToESTaxAmt
Refund$0RefundAmt

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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.SAULZAENTZCHARITABLEFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksALAN H HAMMERMANIndividualWithBooksNm
Phone8477290600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12700 PATRIOT BLVD STE 170AddressLine1Txt
CityGLENVIEWCityNm
State AbbreviationILStateAbbreviationCd
ZIP600268080ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALAN H HAMMERMAN
2700 PATRIOT BLVD STE 170GLENVIEWIL60026DIRECTOR10.00$130,000$0$0
ELLIOT G STEINBERG
105 SKUNK CREEK RDTELLURIDECO81435DIRECTOR20.00$220,000$0$0
MARVIN J GARBIS
107 COTSWOLD RDBALTIMOREMD21210DIRECTOR10.00$130,000$0$0
FRANK NOONAN
2600 TENTH STREETBERKELYCA94710DIRECTOR0.00$0$0$0
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$35,842,432AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,617,556AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$39,459,988TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$39,459,988AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$591,900CashDeemedCharitableAmt
Net Vl Noncharitable Assets$38,868,088NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,943,404MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,943,404MinimumInvestmentReturnAmt
Tax Based On Investment Income$15,470TaxBasedOnInvestmentIncomeAmt
Income Tax$440,352IncomeTaxAmt
Total Tax$455,822TotalTaxAmt
Distributable Before Adj$1,487,582DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,487,582DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,487,582DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,756,013ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$14,756,013QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$14,756,013AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,487,582DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$2,511,291ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$25,920,367ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$9,528,853ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$17,907,899ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$55,868,410TotalExcessDistributionCyovAmt
Qualifying Distributions$14,756,013QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,487,582AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,268,431RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$69,136,841TotalCorpusAmt
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$69,136,841ExcessDistriCyovToNextYrAmt
Excess From Year4$2,511,291ExcessFromYear4Amt
Excess From Year3$25,920,367ExcessFromYear3Amt
Excess From Year2$9,528,853ExcessFromYear2Amt
Excess From Year1$17,907,899ExcessFromYear1Amt
Excess From Current Year$13,268,431ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BALTIMORE SCHOOL OF THE ARTS
712 CATHEDRAL STBALTIMOREMD21201PUBLIC CHARITYGENERAL SUPPORT$750,000
DEMARILLAC ACADEMY
175 GOLDEN GATE AVESAN FRANCISCOCA94102PUBLIC CHARITYGENERAL SUPPORT$50,000
FRIENDS OF PERKINS
61 S SANDUSKY STDELAWAREOH43015PUBLIC CHARITYGENERAL SUPPORT$25,000
GLIDE FOUNDATION
330 ELLIS STREETSAN FRANCISCOCA94102PUBLIC CHARITYGENERAL SUPPORT$175,000
GOOD SHEPHERD GRACENTER
1310 BACON STSAN FRANCISCOCA94134PUBLIC CHARITYGENERAL SUPPORT$25,000
HANNA BOYS CENTER
17000 ARNOLD DRSONOMACA95476PUBLIC CHARITYGENERAL SUPPORT$50,000
HARVARD CLUB OF CHICAGO
PO BOX 350KENILWORTHIL60043PUBLIC CHARITYGENERAL SUPPORT$50,000
HARVARD GRADUATE SCHOOL OF EDUCATION - HOWARD GARDNER RESEARCH FUND
13 APPIAN WAYCAMBRIDGEMA021383703PUBLIC CHARITYGENERAL SUPPORT$150,000
HARVARD UNIVERSITY
86 BRATTLE STREETCAMBRIDGEMA02138PUBLIC CHARITYGENERAL SUPPORT$2,400,000
HARVARD UNIVERSITY DEAN'S DISCRETIONARY FUND
86 BRATTLE STREETCAMBRIDGEMA02138PUBLIC CHARITYGENERAL SUPPORT$100,000
HARVARD UNIVERSITY FOR ENDOWMENT FUND OF HAMMERMAN FAMILY FUND
86 BRATTLE STREETCAMBRIDGEMA02138PUBLIC CHARITYGENERAL SUPPORT$50,000
HARVARD UNIVERSITY GRADUATE SCHOOL OF EDUCATION EARLY CHILDHOOD INITIATIVE
86 BRATTLE STREETCAMBRIDGEMA02138PUBLIC CHARITYGENERAL SUPPORT$2,800,000
IMMACULATE CONCEPTION ACADEMY
3625 24TH STSAN FRANCISCOCA94110PUBLIC CHARITYGENERAL SUPPORT$50,000
JOHNS HOPKINS UNIVERSITY
3101 WYMAN PARK DRBALTIMOREMD21218PUBLIC CHARITYGENERAL SUPPORT$961,380
MARIN CENTER FOR IND LIVING
710 4TH STSAN RAFAELCA94901PUBLIC CHARITYGENERAL SUPPORT$40,000
OUNCE OF PREVENTION FUND
33 W MONROE ST 2400CHICAGOIL60603PUBLIC CHARITYGENERAL SUPPORT$900,000
SONIA SHANKMAN ORTHOGENIC SCHOOL
6245 S INGLESIDE AVECHICAGOIL60637PUBLIC CHARITYGENERAL SUPPORT$50,000
ST MARY'S COLLEGE
149 LE MANS HALLNOTRE DAMEIN46556PUBLIC CHARITYGENERAL SUPPORT$25,000
ST VINCENT DE PAUL SOCIETY OF MARIN
820 B STSAN RAFAELCA94901PUBLIC CHARITYGENERAL SUPPORT$25,000
ST VINCENT DE PAUL SOCIETY OF ST RAPHAEL'S CHURCH
512 HIGH STREETWEST MEDFORDMA02155PUBLIC CHARITYGENERAL SUPPORT$15,000
TELLURIDE FOUNDATION FOR SZ FND DONOR ADVISED FUND - EGS
220 E COLORADO AVETELLURIDECO81435PUBLIC CHARITYGENERAL SUPPORT$300,000
TELLURIDE FOUNDATION
220 E COLORADO AVETELLURIDECO81435PUBLIC CHARITYGENERAL SUPPORT$50,000
THE JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP AND POLICY FOUNDAT
1000 PARK FORTY PLAZA SUITE 280DURHAMNC27713PUBLIC CHARITYGENERAL SUPPORT$500,000
URBAN EDUCATION INSTITUTE (UNIV OF CHICAGO)
1313 E 60THCHICAGOIL60637PUBLIC CHARITYGENERAL SUPPORT$545,000
CANAL ALLIANCE
91 LARKSPUR STSAN RAFAELCA94901PUBLIC CHARITYGENERAL SUPPORT$10,000
AMERICAN WRITERS MUSEUM
529 14TH STREET NW SUITE 960-CWASHINGTONDC20045PUBLIC CHARITYGENERAL SUPPORT$500,000
TEACH FOR AMERICA
1805 7TH ST NWWASHINGTONDC20001PUBLIC CHARITYGENERAL SUPPORT$275,000
WHISTLESTOP
930 TAMALPAIS AVENUESAN RAFAELCA94901PUBLIC CHARITYGENERAL SUPPORT$50,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE FOR PUBLIC SERVICE IMPACT FUND
1585 MASSACHUSETTS AVENUECAMBRIDGEMA02138PUBLIC CHARITYGENERAL SUPPORT$50,000
HARVARD UNIVERSITY - SZ ACADEMY FOR PROFESSIONAL LEARNING IN EARLY CHILDHOO
13 APPIAN WAYCAMBRIDGEMA02138PUBLIC CHARITYGENERAL SUPPORT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,996,380TotalGrantOrContriPdDurYrAmt
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$872,027ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$581,446ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$999,681ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,922,648ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,375,802ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,375,802TotalIncomeProducingActyAmt

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$31,045Amt
Net Investment Income$15,522NetInvestmentIncomeAmt
Disbursements Charitable Prps$15,523DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (5 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
STOCKS$20,033,763$17,335,361$19,146,259
MUTUAL FUNDS$16,290,622$15,026,632$15,367,604
SAUL ZAENTZ CO$6,774,751$5,765,045$5,765,045
DUE FROM BROKER$4,009
ACCRUED INTEREST PAID - JPM$3,223

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNON DEDUCTIBLE EXPENSESDesc
Amt$150,815Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$61,259$0$61,259
OFFICE EXPENSE$11,715$5,858$5,857
BANK FEES$70$70$0
AGENT FEE$191$0$191
ANNUAL REPORT$65$0$65
INVESTMENT EXPENSES$109,058$109,058$0
PUBLIC RELATIONS$476,040$0$476,040

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
SZ ADMIN TRUST$14,099$14,099$14,099
SZ COMPANY$381,030$0$0
TAX REFUNDS$600,020$0$0
ORDINARY INCOME (JPM 63009)$4,532$4,532$4,532

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEE$225$0$225
FOREIGN TAXES$18,423$18,423$0
PAYROLL TAXES$31,320$0$0
FEDERAL TAXES$1,885,198$0$1,885,198
STATE TAXES$1,271,580$0$1,271,580

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