SAUNDERS FAMILY CHARITABLE FUND: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SAUNDERS FAMILY CHARITABLE FUND (EIN 68-0616611)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-12
- IRS object ID
- 202042569349100004
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Reduction Explanation Statement
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-12T17:30:02-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330835986 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SQUAR MILNER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 MAIN STREET 9TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941051815 | 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 | 680616611 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAUNDERS FAMILY CHARITABLE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAUN | BusinessNameControlTxt |
| Phone | 4154955969 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 765 MARKET STREET NO 24D | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN N STAPLES III | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4154955969 | PhoneNum |
| Signature | 2020-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALICIA ON | PreparerPersonNm |
| PTIN | P00034241 | PTIN |
| Phone | 4157812500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.6.48.101 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-07 | IPDt |
| IP Tm | 13:24:40 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F4C96650974DC2F7134376A1B25ACB38E91AD6AB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F4C96650974DC2F7134376A1B25ACB38E91AD6AB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,334,174 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $260,594 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,075 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,075 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $71,129 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,129 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,501 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,139,162 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $66,501 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $399,299 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $138,705 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $77,304 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $38,652 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $38,652 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,226 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,226 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $188 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $94 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $94 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,474 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,237 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,237 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,303 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,303 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $995 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $67 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $126,557 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,286 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $60,209 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $272,701 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $272,701 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $399,258 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,286 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $332,910 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $41 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,419 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $49,006 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,841 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,841 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,641 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,639 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,639 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,665,255 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,489,785 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,092,406 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $593,918 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $987,396 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $997,444 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $396,053 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $180,136 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $196,844 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,706,873 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,704,797 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,334,174 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,706,873 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,704,797 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,706,873 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,704,797 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,706,873 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,704,797 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,706,873 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $41 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,706,914 | SubtotalAmt |
| Other Decreases | $2,117 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,704,797 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,120,160 | $1,072,661 | $47,499 | $47,499 |
| CAPITAL GAINS DIVIDENDS | P | $19,002 | $19,002 | $19,002 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66,501 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $786,347 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,899,910 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.201632 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $805,095 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,327,265 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.186052 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,514,079 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,335,167 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.349255 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,184,047 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,639,017 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.209974 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,000,482 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,120,258 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.163471 | DistributionYr5Rt |
| Total Distribution | 1.110384 | TotalDistributionRt |
| Average Distribution | 0.222077 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,622,882 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $804,559 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $734 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $805,293 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $332,910 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,468 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,468 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,468 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,414 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,600 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,014 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,546 | OverpaymentAmt |
| Applied To ES Tax | $1,546 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN N STAPLES III | IndividualWithBooksNm |
| Phone | 4154955969 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 765 MARKET STREET 24D | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH W SAUNDERS | ||||||||
| 765 MARKET STREET 24D | SAN FRANCISCO | CA | 94103 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| SHARON P SAUNDERS | ||||||||
| 765 MARKET STREET 24D | SAN FRANCISCO | CA | 94103 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| CHRISTINE SAUNDERS | ||||||||
| 765 MARKET STREET 24D | SAN FRANCISCO | CA | 94103 | TRUSTEE | 2.00 | $5,000 | $0 | $0 |
| THOMAS J SAUNDERS | ||||||||
| 765 MARKET STREET 24D | SAN FRANCISCO | CA | 94103 | TRUSTEE | 2.00 | $5,000 | $0 | $0 |
| JOHN N STAPLES III | ||||||||
| 765 MARKET STREET 24D | SAN FRANCISCO | CA | 94103 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,621,659 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,394 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,678,053 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,678,053 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,171 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,622,882 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $181,144 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $181,144 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,468 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,468 | TotalTaxAmt |
| Distributable Before Adj | $179,676 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $179,676 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $179,676 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $332,910 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $332,910 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $332,910 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $179,676 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $732,416 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $902,656 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,298,039 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $591,052 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $592,346 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,116,509 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $332,910 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $179,676 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $153,234 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,269,743 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $732,416 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,537,327 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $902,656 | ExcessFromYear4Amt |
| Excess From Year3 | $1,298,039 | ExcessFromYear3Amt |
| Excess From Year2 | $591,052 | ExcessFromYear2Amt |
| Excess From Year1 | $592,346 | ExcessFromYear1Amt |
| Excess From Current Year | $153,234 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH W SAUNDERS | ContributingManagerNm |
| Contributing Manager | SHARON P SAUNDERS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HELEN BURROWS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 765 MARKET STREET SUITE 24D | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4154955969 | RecipientPhoneNum |
| Form And Info And Materials | SUBMIT APPLICATIONS IN WRITING TO ADDRESS ABOVE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SPECIFIC DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | RECIPIENTS MUST BE EXEMPT AS A PUBLIC CHARITY UNDER IRC 501(C)(3) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BASKETBALL MAUI | |||||||
| 380 HUKU LII PLACE SUITE 105 | KIHEI | HI | 96753 | NONE | PC | GENERAL SUPPORT | $15,000 |
| BOYS & GIRLS CLUBS OF SAN FRANCISCO | |||||||
| 380 FULTON STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | GREAT FUTURES CAMPAIGN | $5,000 |
| EVANSTON TOWNSHIP HIGH SCHOOL EDUCATIONAL FOUNDATION | |||||||
| 1600 DODGE AVENUE | EVANSTON | IL | 60201 | NONE | PC | GENERAL SUPPORT | $5,000 |
| GEORGE W BUSH PRESIDENTIAL CENTER | |||||||
| 2943 SMU BOULEVARD | DALLAS | TX | 75205 | NONE | PC | GENERAL SUPPORT | $100,000 |
| HAWAIIAN ISLANDS LAND TRUST | |||||||
| 126 QUEEN STREET SUITE 306 | HONOLULU | HI | 96813 | NONE | PC | EDUCATION INITIATIVE | $50,000 |
| HORIZONS SAN FRANCISCO FRIENDS SCHOOL | |||||||
| 250 VALENCIA STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL SUPPORT | $10,000 |
| MARINE CORPS SCHOLARSHIP FOUNDATION | |||||||
| 909 N WASHINGTON STREET SUITE 400 | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL SUPPORT | $10,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | NONE | PC | WILDCAT EXCELLENCE FUND AND VARSITY FOOTBALL | $16,000 |
| SPARE FOR CHANGE | |||||||
| 576 KAIOLA STREET | KIHEI | HI | 96753 | NONE | PC | GENERAL SUPPORT | $10,000 |
| THE BASIC FUND | |||||||
| 1301 CLAY STREET 70450 | OAKLAND | CA | 94612 | NONE | PC | BASIC FUND SCHOLARS PROGRAM | $40,000 |
| UNIVERSITY OF CALIFORNIA - SAN FRANCISCO FOUNDATION | |||||||
| 220 MONTGOMERY STREET | SAN FRANCISCO | CA | 94143 | NONE | PC | DIABETES CENTER INNOVATIVE BREAKTHROUGH RESEARCH AND OPPORTUNITIES FUND | $5,000 |
| UNIVERSITY OF HAWAII | |||||||
| 2444 DOLE STREET | HONOLULU | HI | 96822 | NONE | PC | TUITION FOR STUDENTS JADEN HOGAN, TRAYTON J. MIZUNO, AND ZAIN ZAKATA | $6,701 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $272,701 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,075 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,129 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $66,501 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $138,705 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $138,705 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JOSEPH W AND SHARON P SAUNDERS | |||||||
| 1 | 224 PLANTATION CLUB DRIVE | LAHAINA | HI | 96761 | $150,931 | Yes (X) | |
| JOSEPH W AND SHARON P SAUNDERS | |||||||
| 2 | 224 PLANTATION CLUB DRIVE | LAHAINA | HI | 96761 | $109,663 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 2930 SHARES OF VISA INC-CLASS A | NoncashPropertyDesc |
| Fair Market Value | $109,663 | FairMarketValueAmt |
| Received | 2019-12-20 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX SERVICE | CategoryTxt |
| Amt | $26,474 | Amt |
| Net Investment Income | $13,237 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,237 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ( 4946.650) DODGE & COX INCOME FD | $67,669 | $69,402 |
| ( 6335.900) DOUBLELINE TOTAL RET BOND | $69,594 | $67,351 |
| ( 3235.040) JPMORGAN INFLATION MGD | $32,835 | $33,418 |
| ( 7711.140) LORD ABBETT SHRT DUR | $32,695 | $32,541 |
| ( 8664.630) PIMCO SHORT-TERM FD-INSTL | $85,000 | $84,393 |
| ( 745.000) VANGUARD SHORT-TERM BOND ETF | $60,079 | $60,054 |
| (51156.640) VANGUARD TOTAL BOND MARKET INDEX | $555,000 | $565,281 |
| ( 1585.000) ISHARES SHORT-TERM CORPORATE | $84,524 | $85,004 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ( 2866.100) NEUBERGER BER MU/C OPP | $45,772 | $48,494 |
| ( 1233.160) PARNASSUS CORE EQUITY FD | $48,734 | $58,082 |
| ( 3348.000) SPDR S&P 500 ETF TRUST | $680,741 | $1,077,587 |
| ( 400.000) ISHARES CORE S&P MIDCAP ETF | $56,485 | $82,328 |
| ( 2680.423) ARTISAN INTERNATIONAL FD | $84,500 | $89,580 |
| ( 2026.456) DODGE & COX INTL STOCK FD | $93,703 | $88,353 |
| ( 2775.000) ISHARES MSCI EAFE | $189,974 | $192,696 |
| ( 7745.000) VISA INC CLASS A SHARES | $289,876 | $1,455,286 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ( 1644.787) GATEWAY FUND | AT COST | $47,664 | $56,975 |
| ( 2756.435) PGIM ABSOLUTE RETURN | AT COST | $27,399 | $26,269 |
| ( 2259.117) PIMCO MTGE OPP-IS | AT COST | $24,760 | $24,489 |
| ( 505.000) ISHARES COHEN & STEERS | AT COST | $50,313 | $59,080 |
| ( 3099.174) BLACKROCK EVNT DRVN | AT COST | $30,000 | $30,031 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $188 | LegalFeesAmt |
| Net Investment Income | $94 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $94 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX SECURITY ADJUSTMENT | Desc |
| Amt | $2,117 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $10 | $0 | $0 |
| TAXES & LICENSES | $50 | $0 | $0 |
| PENALTIES | $7 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAL AND INVESTMENT | $7,902 | $7,902 | $0 |
| PAYROLL | $401 | $401 | $0 |
Reduction Explanation Statement ReductionExplanationStatement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | N/A | ShortExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $995 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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