BETA

SAUL ZAENTZ CHARITABLE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SAUL ZAENTZ CHARITABLE FOUNDATION (EIN 47-1005952)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201903199349101295
Schema version
2018v3.1
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)
Return2019-11-15T09:34:43-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-11-11SignatureDt
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)
IP2019-11-11IPDt
IP Tm13:28:42IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdAFB267F0D9BD7EB34AF21EBC53AE51F38EBD9989AtSubmissionCreationDeviceId
At Submission Filing Device IdBF6B33AFCD6AA64AC5ABA629FAF26E49CA001BE2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$43,974,363FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$8,971,173ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$783,271InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$525,583InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$583,376DividendsRevAndExpnssAmt
Dividends Net Invst Incm$582,806DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,369,753NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$18,741,925GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$956,640CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,651,518OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$19,359,091TotalRevAndExpnssAmt
Total Net Invst Incm$2,065,029TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$341,556CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$341,556CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,346LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$673LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$673LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$23,830AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$11,915AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$11,915AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$581,232TaxesRevAndExpnssAmt
Taxes Net Invst Incm$131,304TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$449,928TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$89,533TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$44,767TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$44,766TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$966,572OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$557,249OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$409,323OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,004,069TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,087,464TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$916,605TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$17,624,883ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,624,883ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$19,628,952TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,087,464TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$18,541,488TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$269,861ExcessRevenueOverExpensesAmt
Net Investment Income$977,565NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,684,149CashBOYAmt
Cash EOY$1,284,507CashEOYAmt
Cash EOYFMV$1,284,507CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,076,583SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,306,071SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,306,071SavAndTempCashInvstEOYFMVAmt
Other Assets BOY$40,401,935OtherAssetsBOYAmt
Other Assets EOY$43,106,368OtherAssetsEOYAmt
Other Assets EOYFMV$41,383,785OtherAssetsEOYFMVAmt
Total Assets BOY$46,162,667TotalAssetsBOYAmt
Total Assets EOY$45,696,946TotalAssetsEOYAmt
Total Assets EOYFMV$43,974,363TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$46,162,667RetainedEarningBOYAmt
Retained Earning EOY$45,696,946RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$46,162,667TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$45,696,946TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$46,162,667TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$45,696,946TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$46,162,667TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$269,861ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$45,892,806SubtotalAmt
Other Decreases$195,860OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$45,696,946TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
JP MORGAN 1003P2018-12-31$93,277$85,496$7,781$7,781
JP MORGAN 1003P2018-12-31$64,695$84,191-$19,496-$19,496
JP MORGAN 6009P2018-12-31$9,811,370$9,018,137$793,233$793,233
JP MORGAN 6009P2018-12-31$367,525$393,315-$25,790-$25,790
JP MORGAN 6009P2018-12-31$1,115,900$1,183,663-$67,763-$67,763
JP MORGAN 6009P2018-12-31$1,683$1,683$1,683
JP MORGAN 2001P2018-12-31$70,085$66,314$3,771$3,771
JP MORGAN 2001P2018-12-31$168,266$164,431$3,835$3,835
JP MORGAN 2001P2018-12-31$32$32$32
JP MORGAN 63009P2018-12-31$795,444$804,231-$8,787-$8,787
JP MORGAN 63009P2018-12-31$407,295$418,178-$10,883-$10,883
JP MORGAN 63009P2018-12-31$678,561$684,475-$5,914-$5,914
JP MORGAN 63009P2018-12-31$525,490$536,194-$10,704-$10,704
JP MORGAN 73009P2018-12-31$1,186,901$1,059,893$127,008$127,008
JP MORGAN 73009P2018-12-31$46,451$58,293-$11,842-$11,842
JP MORGAN 73009P2018-12-31$937,670$809,780$127,890$127,890
JP MORGAN 73009P2018-12-31$4,733$5,581-$848-$848
SZ COMPANYP2018-12-31$2,413,113$2,413,113$0$0
CAPITAL GAINS DIVIDENDSP$53,434$53,434$53,434
FieldValueIRS element (for citing)
Capital Gain Net Income$956,640CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$10,975,863AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$31,698,909NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.346254DistributionYr1Rt
Adjusted Qlfy Distri Yr2$26,114,240AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,338,297NetVlNoncharitableAssetsYr2Amt
Distribution Yr24.891867DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,580,765AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,389,488NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.857350DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Total Distribution7.095471TotalDistributionRt
Average Distribution1.773868AverageDistributionRt
Net Vl Noncharitable Assets$40,323,367NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$71,528,330AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$9,776NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$71,538,106AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$18,541,488QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$19,551InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$19,551SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$19,551TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$137,960EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$50,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$187,960TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$168,409OverpaymentAmt
Applied To ES Tax$168,409AppliedToESTaxAmt
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$107,500$0$0
ELLIOT G STEINBERG
105 SKUNK CREEK RDTELLURIDECO81435DIRECTOR20.00$182,500$0$0
MARVIN J GARBIS
107 COTSWOLD RDBALTIMOREMD21210DIRECTOR10.00$51,536$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$35,824,906AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,112,522AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$40,937,428TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$40,937,428AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$614,061CashDeemedCharitableAmt
Net Vl Noncharitable Assets$40,323,367NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,016,168MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,016,168MinimumInvestmentReturnAmt
Tax Based On Investment Income$19,551TaxBasedOnInvestmentIncomeAmt
Income Tax$1,363,028IncomeTaxAmt
Total Tax$1,382,579TotalTaxAmt
Distributable Before Adj$633,589DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$633,589DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$633,589DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,541,488ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$18,541,488QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$18,541,488AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$633,589DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$2,511,291ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$25,920,367ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$9,528,853ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$37,960,511TotalExcessDistributionCyovAmt
Qualifying Distributions$18,541,488QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$633,589AppliedToCurrentYearAmt
Remaining Distri From Corpus$17,907,899RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$55,868,410TotalCorpusAmt
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$55,868,410ExcessDistriCyovToNextYrAmt
Excess From Year3$2,511,291ExcessFromYear3Amt
Excess From Year2$25,920,367ExcessFromYear2Amt
Excess From Year1$9,528,853ExcessFromYear1Amt
Excess From Current Year$17,907,899ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
1000 DEGREES
1650 LOS GAMOS DRIVE SUITE 110SAN RAFAELCA94903PUBLIC CHARITYGENERAL SUPPORT$25,000
AMERICAN ENTERPRISE INSTITUTE
1789 MASSACHUSETTS AVENUE NWWASHINGTONDC20036PUBLIC CHARITYGENERAL SUPPORT$250,000
BERKELEY FILM FOUNDATION
2600 TENTH ST SUITE 427BERKELEYCA94710PUBLIC CHARITYGENERAL SUPPORT$50,000
DEMARILLAC ACADEMY
175 GOLDEN GATE AVESAN FRANCISCOCA94102PUBLIC CHARITYGENERAL SUPPORT$25,000
DOMINICAN UNIVERSITY
7900 DIVISION STRIVER FORESTIL60305PUBLIC CHARITYGENERAL SUPPORT$50,000
FAMILY RESCUE
255 ALABAMA STSAN FRANCISCOCA94103PUBLIC CHARITYGENERAL SUPPORT$25,000
FIRST FIVE YEARS FUND
1010 VERMONT AVE NW 810WASHINGTONDC20005PUBLIC CHARITYGENERAL SUPPORT$400,000
GLIDE FOUNDATION
330 ELLIS STREETSAN FRANCISCOCA94102PUBLIC CHARITYGENERAL SUPPORT$650,000
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$100,000
HARVARD UNIVERSITY
86 BRATTLE STREETCAMBRIDGEMA02138PUBLIC CHARITYGENERAL SUPPORT$8,400,000
HARVARD UNIVERSITY DEAN'S DISCRETIONARY FUND
86 BRATTLE STREETCAMBRIDGEMA02138PUBLIC CHARITYGENERAL SUPPORT$100,000
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$600,000
JUVENILE PROTECTIVE ASSOCIATION
1707 N HALSTED STCHICAGOIL60614PUBLIC CHARITYGENERAL SUPPORT$428,500
MARIN CENTER FOR IND LIVING
710 4TH STSAN RAFAELCA94901PUBLIC CHARITYGENERAL SUPPORT$25,000
OUNCE OF PREVENTION FUND
33 W MONROE ST 2400CHICAGOIL60603PUBLIC CHARITYGENERAL SUPPORT$900,000
PASS THROUGH FROM SZ COMPANY
VARIOUSVARIOUSCA94720PUBLIC CHARITYGENERAL SUPPORT$51,212
SCHOOLS RULE-MARIN
PO BOX 4925SAN RAFAELCA94913PUBLIC CHARITYGENERAL SUPPORT$15,000
ST MARY'S COLLEGE
149 LE MANS HALLNOTRE DAMEIN46556PUBLIC CHARITYGENERAL SUPPORT$50,000
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$10,000
TELLURIDE FOUNDATION FOR SZ FND DONOR ADVISED FUND - EGS
220 E COLORADO AVETELLURIDECO81435PUBLIC CHARITYGENERAL SUPPORT$475,000
TELLURIDE FOUNDATION FOR SZ FND DONOR ADVISED FUND - MJG
220 E COLORADO AVETELLURIDECO81435PUBLIC CHARITYGENERAL SUPPORT$400,000
URBAN EDUCATION INSTITUTE (UNIV OF CHICAGO)
1313 E 60THCHICAGOIL60637PUBLIC CHARITYGENERAL SUPPORT$330,000
GREATER BALTIMORE CULTURAL ALLIANCE
120 W NORTH AVE 305BALTIMOREMD21201PUBLIC CHARITYGENERAL SUPPORT$227,500
SONIA SHANKMAN ORTHOGENIC SCHOOL
6245 S INGLESIDE AVECHICAGOIL60637PUBLIC CHARITYGENERAL SUPPORT$100,000
THE JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP AND POLICY FOUNDAT
1000 PARK FORTY PLAZA SUITE 280DURHAMNC27713PUBLIC CHARITYGENERAL SUPPORT$500,000
YOUNG AUDIENCES OF MARYLAND
2600 N HOWARD ST 1300BALTIMOREMD21218PUBLIC CHARITYGENERAL SUPPORT$362,671
HARVARD UNIVERSITY FOR ENDOWMENT FUND OF HAMMERMAN FAMILY FUND
86 BRATTLE STREETCAMBRIDGEMA02138PUBLIC CHARITYGENERAL SUPPORT$25,000
SACRED HEART CATHEDRAL HIGH SCHOOL
1055 ELLIS STSAN FRANCISCOCA94109PUBLIC CHARITYGENERAL SUPPORT$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$17,624,883TotalGrantOrContriPdDurYrAmt
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$783,271ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$583,376ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,651,518ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,369,753ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$10,387,918ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,387,918TotalIncomeProducingActyAmt

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$23,830Amt
Net Investment Income$11,915NetInvestmentIncomeAmt
Disbursements Charitable Prps$11,915DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,346LegalFeesAmt
Net Investment Income$673NetInvestmentIncomeAmt
Disbursements Charitable Prps$673DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (5 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
STOCKS$18,477,614$20,033,763$18,523,848
MUTUAL FUNDS$15,785,458$16,290,622$16,077,954
SAUL ZAENTZ CO$6,125,410$6,774,751$6,774,751
DUE FROM BROKER$11,666$4,009$4,009
ACCRUED INTEREST PAID - JPM$1,787$3,223$3,223

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
NON DEDUCTIBLE EXPENSES FROM SZ COMPANY$195,321
NON DEDUCTIBLE MEALS$539

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$57,618$28,809$28,809
OFFICE EXPENSE$48,098$24,049$24,049
BANK FEES$193$193$0
AGENT FEE$184$0$184
ANNUAL REPORT$60$0$60
WEBSITE MAINTENANCE$125$63$62
INVESTMENT EXPENSES$147,976$147,976$0
PUBLIC RELATIONS$711,779$355,890$355,889
MEALS - 50%$539$269$270

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
SZ ADMIN TRUST$0$0$0
INCOME FROM SZ K-1$4,131,518$0$0
TAX REFUNDS$1,520,000$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEE$15$0$15
FOREIGN TAXES$108,531$108,531$0
PAYROLL TAXES$22,773$22,773$0
FEDERAL TAXES$229,903$0$229,903
STATE TAXES$220,010$0$220,010

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