SAGA FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SAGA FOUNDATION (EIN 38-3097160)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201911349349102241
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- 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 | 2019-05-14T15:31:53-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-03-13 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Daniel Fuller | PreparerPersonNm |
| PTIN | P00238135 | PTIN |
| Phone | 6167747000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.18.107.83 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 38868920191345000016 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AE4D7F861DAFE392241E5F0C8201C3417341F477 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7B80407CE6F4605B6AF93D28A5052FBD3D976E7F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $834,163 | 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 | $2,449,335 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,652 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,652 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,456,987 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,652 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $37,571 | PensionEmplBnftRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $3,958 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,958 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,973 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,973 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,705 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,270 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,435 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $130 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $870 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $9,992 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,992 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,090 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $19,090 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $234,289 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,270 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $44,448 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,314,025 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,314,025 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,548,314 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,270 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,358,473 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $908,673 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,382 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,540 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $829,815 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $829,815 | SavAndTempCashInvstEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,671 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,323 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $4,348 | LandEOYAmt |
| Land EOYFMV | $4,348 | LandEOYFMVAmt |
| Total Assets BOY | $1,540 | TotalAssetsBOYAmt |
| Total Assets EOY | $834,163 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $834,163 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $79,307 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,257 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $79,307 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,257 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | -$77,767 | CapitalStockBOYAmt |
| Capital Stock EOY | $830,906 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$77,767 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $830,906 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,540 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $834,163 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$77,767 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $908,673 | ExcessRevenueOverExpensesAmt |
| Subtotal | $830,906 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $830,906 | 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 | $23,240 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,397 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 9.695453 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $23,356 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,401 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.621832 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $21,077 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $25,098 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.839788 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,907 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $25,956 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.805479 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,963 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $39,301 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.787843 | DistributionYr5Rt |
| Total Distribution | 13.750395 | TotalDistributionRt |
| Average Distribution | 2.750079 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $517,165 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,422,245 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $64 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,422,309 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,358,473 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $128 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $128 | SubtotalAmt |
| Tax Based On Investment Income | $128 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $130 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $130 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2 | OverpaymentAmt |
| Applied To ES Tax | $2 | AppliedToESTaxAmt |
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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 | 40.0 | $130,000 | $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 | $20,000 | $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 | $525,041 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $525,041 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $525,041 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,876 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $517,165 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,858 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,858 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $128 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $128 | TotalTaxAmt |
| Distributable Before Adj | $25,730 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $25,730 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $25,730 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,358,473 | 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 | $1,358,473 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,358,473 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,730 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $28,998 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $19,609 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $19,822 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,750 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,120 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $114,299 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,358,473 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $25,730 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,332,743 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,447,042 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $28,998 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,418,044 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,609 | ExcessFromYear4Amt |
| Excess From Year3 | $19,822 | ExcessFromYear3Amt |
| Excess From Year2 | $22,750 | ExcessFromYear2Amt |
| Excess From Year1 | $23,120 | ExcessFromYear1Amt |
| Excess From Current Year | $1,332,743 | ExcessFromCurrentYearAmt |
| 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 (25 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 | CURRENT YEAR GRANT AND ENDOWMENT | $450,025 | |
| THE REDWOOD CITY LODGE #1991 OF THE BENEVOLENT AND | ||||||||
| PROTECTIVE ORDER OF THE ELKS | REDWOOD CITY | CA | 940624036 | NONE | NC | CHEVRON GAS CARDS - To assist the victims of the Camp Fire in Paradise, California and the surrounding area | $1,000 | 938 WILMINGTON WAY |
| CHILDHELP INC | ||||||||
| 4350 EAST CAMELBACK ROAD BLDG F250 | PHOENIX | AZ | 85018 | NONE | PC | ANIMAL-ASSISTED THERAPY PROGRAM | $25,000 | |
| CHILDHELP INC | ||||||||
| 4350 EAST CAMELBACK ROAD BLDG F250 | PHOENIX | AZ | 85018 | NONE | PC | WEB ACCESS TO GROUP HOMES IN BEAUMOUNT | $10,000 | |
| ABOUT-FACE | ||||||||
| PO BOX 191145 | SAN FRANCISCO | CA | 94119 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| TECHNOLOGY FOR GLOBAL SECURITY | ||||||||
| 5800 HARBORD DR | OAKLAND | CA | 94611 | NONE | PC | NONPROLIFERATION AWARENESS | $25,000 | |
| WEINGARTEN CHILDREN'S CENTER | ||||||||
| 3518 JEFFERSON AVENUE | REDWOOD CITY | CA | 94062 | NONE | PC | GOLF TOURNAMENT FUNDRAISER | $3,000 | |
| BOYS & GIRLS CLUB OF ST HELENA AND CALISTOGA | ||||||||
| 1420 TAINTER STREET | ST HELENA | CA | 94574 | NONE | PC | BIG NIGHT EVENT | $25,000 | |
| BOYS & GIRLS CLUB OF CATHEDRAL CITY | ||||||||
| 32141 WHISPERING PALMS TRL | CATHEDRAL CITY | CA | 92234 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| JOBTRAIN INC | ||||||||
| 1200 OBRIEN DRIVE | MENLO PARK | CA | 94025 | NONE | PC | OPERATING SUPPORT | $100,000 | |
| SAN MATEO COUNTY COMMUNITY COLLEGES FOUNDATION | ||||||||
| 3401 CSM DRIVE | SAN MATEO | CA | 94402 | NONE | PC | OPERATING SUPPORT | $50,000 | |
| FISHER HOUSE FOUNDATION INC | ||||||||
| 12300 TWINBROOK PKWY SUITE 410 | ROCKVILLE | MD | 20852 | NONE | PC | OPERATING SUPPORT | $50,000 | |
| PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE | ||||||||
| 14 OLD CHAPEL RD | MIDDLEBURY | VT | 05753 | NONE | PC | OPERATING SUPPORT | $75,000 | |
| PATHWAYS HOME HEALTH AND HOSPICE | ||||||||
| 585 NORTH MARY AVENUE | SUNNYVALE | CA | 94085 | 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 | $50,000 | |
| WARRIOR CANINE CONNECTION INC | ||||||||
| 14934 SCHAEFFER ROAD | BOYDS | MD | 20841 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| MAGICAL BRIDGE FOUNDATION | ||||||||
| 552 WAVERLEY SUITE 200 | PALO ALTO | CA | 94301 | NONE | PC | OPERATING SUPPORT | $75,000 | |
| SECOND HARVEST FOOD BANK | ||||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | NONE | PC | OPERATING SUPPORT | $50,000 | |
| DESERT RECREATION FOUNDATION | ||||||||
| 45305 OASIS ST | INDIO | CA | 92201 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| GENERATIONS UNITED INC | ||||||||
| 25 E STREET NW THIRD FLOOR | WASHINGTON | DC | 20001 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| 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 | $50,000 | |
| THE CHILDRENS DENTAL CENTER OF GREATER LOS ANGELES | ||||||||
| 300 EAST BUCKTHORN STREET | INGLEWOOD | CA | 90301 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| REDWOOD CITY POLICE ACTIVITIES LEAGUE | ||||||||
| 3399 BAY ROAD | REDWOOD CITY | CA | 94063 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,314,025 | TotalGrantOrContriPdDurYrAmt |
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 | $7,652 | 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 | $7,652 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,652 | 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 | $2,449,335 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| TAX PREPARATION FEES | $4,473 | $4,473 |
| BOOKKEEPING | $500 | $500 |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE REDWOOD CITY LODGE #1991 OF THE BENE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 938 WILMINGTON WAY | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940624036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2018-11-15 | GrantDt |
| Grant | $1,000 | GrantAmt |
| Purpose Of Grant | TO ASSIST THE VICTIMS OF THE CAMP FIRE IN PARADISE, CALIFORNIA AND THE SURROUNDING AREA | PurposeOfGrantTxt |
| Expended By Grantee | $1,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 11/16/2018 | DatesOfReportsByGranteeTxt |
| Results Of Verification | Saga Foundation did not undertake any verification of the grantee's reports as there has not been any reason to doubt their accuracy or reliability (Reg. 53.4945-5 (C)) | ResultsOfVerificationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,958 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,958 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| HOME OFFICE | $5,388 | $5,388 |
| INSURANCE | $2,033 | $2,033 |
| MEALS | $75 | $75 |
| MEMBERSHIPS | $1,500 | $1,500 |
| MISCELLANEOUS | $411 | $411 |
| OFFICE SUPPLIES | $3,002 | $3,002 |
| STORAGE | $2,988 | $2,988 |
| WEBSITE | $3,693 | $3,693 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CLERICAL FEES | $1,270 | $1,270 | |
| FIDUCIARY FEES | $3,435 | $3,435 | |
| CONSULTING | $3,000 | $3,000 |
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