BETA

SAUNDERS FAMILY CHARITABLE FUND: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SAUNDERS FAMILY CHARITABLE FUND (EIN 68-0616611)
Tax period
2023-01-01 to 2023-12-31
Filed
2025-11-13
IRS object ID
202503179349101885
Schema version
2023v6.0
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)
Return2025-11-13T11:14:28-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY ADVISORY GROUP LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118500 VON KARMAN AVE 10TH FLOORAddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92612ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680616611EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAUNDERS FAMILY CHARITABLE FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSAUNBusinessNameControlTxt
Phone6508679385PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1765 MARKET STREET 24DAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH W SAUNDERSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6508679385PhoneNum
Signature2025-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN YACKERPreparerPersonNm
PTINP00401346PTIN
Phone9492222999PhoneNum
Preparation2025-11-10PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,202,648FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,073,197ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,966InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,966InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$79,351DividendsRevAndExpnssAmt
Dividends Net Invst Incm$79,351DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$81,607NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,736,924GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$908,085CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,236,121TotalRevAndExpnssAmt
Total Net Invst Incm$989,402TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$10,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$5,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$5,000CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$84,971OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$42,486OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$42,485OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,425AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,425AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,898OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,898OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,918TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,459TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$1,459TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$107,637TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$57,268TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$50,369TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$545,923ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$545,923ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$653,560TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$57,268TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$596,292TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$582,561ExcessRevenueOverExpensesAmt
Net Investment Income$932,134NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$43,613CashBOYAmt
Cash EOY$56,104CashEOYAmt
Cash EOYFMV$56,104CashEOYFMVAmt
Corporate Stock BOY$798,180CorporateStockBOYAmt
Corporate Stock EOY$989,362CorporateStockEOYAmt
Corporate Stock EOYFMV$3,232,242CorporateStockEOYFMVAmt
Corporate Bonds BOY$600,437CorporateBondsBOYAmt
Corporate Bonds EOY$846,542CorporateBondsEOYAmt
Corporate Bonds EOYFMV$805,995CorporateBondsEOYFMVAmt
Other Investments BOY$72,111OtherInvestmentsBOYAmt
Other Investments EOY$105,797OtherInvestmentsEOYAmt
Other Investments EOYFMV$108,307OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,514,341TotalAssetsBOYAmt
Total Assets EOY$1,997,805TotalAssetsEOYAmt
Total Assets EOYFMV$4,202,648TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,514,341NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,997,805NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,514,341TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,997,805TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,514,341TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,997,805TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,514,341TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$582,561ExcessRevenueOverExpensesAmt
Other Increases$157,642OtherIncreasesAmt
Subtotal$2,254,544SubtotalAmt
Other Decreases$256,739OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,997,805TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES2023-01-012023-12-31$1,009,509$170,446$839,063$839,063
PUBLICLY TRADED SECURITIES2023-01-012023-12-31$697,808$628,786$69,022$69,022
FieldValueIRS element (for citing)
Capital Gain Net Income$908,085CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$12,957InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$12,957SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$12,957TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,618TotalPaymentsAndCreditsAmt
Original Return Tax Paid$2,618OriginalReturnTaxPaidAmt
Es Penalty$0EsPenaltyAmt
Tax Due$10,339TaxDueAmt

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 Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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 AddressN/AWebsiteAddressTxt
Individual With BooksBAKER TILLY ADVISORY GROUP LPIndividualWithBooksNm
Phone9492222999PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line118500 VON KARMAN AVENUE 10TH FLOORAddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92612ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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
JOSEPH W SAUNDERS
765 MARKET STREET 24DSAN FRANCISCOCA94103TRUSTEE2.00$0$0$0
SHARON P SAUNDERS
765 MARKET STREET 24DSAN FRANCISCOCA94103TRUSTEE2.00$0$0$0
CHRISTINE S BERG
765 MARKET STREET 24DSAN FRANCISCOCA94103TRUSTEE2.00$5,000$0$0
THOMAS J SAUNDERS
765 MARKET STREET 24DSAN FRANCISCOCA94103TRUSTEE2.00$5,000$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$4,080,048AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$57,593AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$120,284FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,257,925TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,257,925AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$63,869CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,194,056NetVlNoncharitableAssetsAmt
Minimum Investment Return$209,703MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$209,703MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,957TaxBasedOnInvestmentIncomeAmt
Total Tax$12,957TotalTaxAmt
Distributable Before Adj$196,746DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$196,746DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$196,746DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$596,292ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$596,292QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$196,746DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$592,346ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$153,234ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$146,121ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$486,157ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$344,424ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,722,282TotalExcessDistributionCyovAmt
Qualifying Distributions$596,292QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$196,746AppliedToCurrentYearAmt
Remaining Distri From Corpus$399,546RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,121,828TotalCorpusAmt
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$592,346ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,529,482ExcessDistriCyovToNextYrAmt
Excess From Year4$153,234ExcessFromYear4Amt
Excess From Year3$146,121ExcessFromYear3Amt
Excess From Year2$486,157ExcessFromYear2Amt
Excess From Year1$344,424ExcessFromYear1Amt
Excess From Current Year$399,546ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOSEPH W SAUNDERSContributingManagerNm
Contributing ManagerSHARON P SAUNDERSContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonHELEN BURROWSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1765 MARKET STREET SUITE 24DAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94103ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6508679385RecipientPhoneNum
Recipient Email AddressSAUNDERSHOMEOFFICE@GMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsSUBMIT APPLICATIONS IN WRITING TO ADDRESS ABOVE.FormAndInfoAndMaterialsTxt
Submission DeadlinesNO SPECIFIC DEADLINE.SubmissionDeadlinesTxt
Restrictions On AwardsRECIPIENTS MUST BE EXEMPT AS A PUBLIC CHARITY UNDER IRC 501(C)(3). PREFERENCE TO EDUCATIONAL PURPOSES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA
1212 BROADWAY PLAZA 2100WALNUT CREEKCA94596NONEPCGENERAL SUPPORT$10,000
MARINE CORPS SCHOLARSHIP FOUNDATION
909 N WASHINGTON STREET SUITE 400ALEXANDRIAVA22314NONEPCSCHOLARSHIPS$10,000
MAUI PREPARATORY ACADEMY
4910 HONOAPIILANI HIGHWAYLAHAINAHI96761NONEPCGENERAL SUPPORT$50,000
NORTH BAY CHILDREN'S CENTER
932 C STREETNOVATOCA94949NONEPCGENERAL SUPPORT$35,000
NORTHWESTERN UNIVERSITY
633 CLARK STREETEVANSTONIL60208NONEPCEDUCATION$16,000
TEACH FOR AMERICA
25 BROADWAY 12TH FLOORNEW YORKNY10004NONEPCGENERAL SUPPORT$100,000
THE BAY EDUCATION FUND
5214F DIAMOND HEIGHTS BOULEVARDSAN FRANCISCOCA94131NONEPCGENERAL SUPPORT$250,000SUITE 3107
UNIVERSITY OF CALIFORNIA - SAN FRANCISCO FOUNDATION
2001 THE EMBARCADERO 3RD FLOORSAN FRANCISCOCA94133NONEPCGENERAL SUPPORT$50,000
UNIVERSITY OF HAWAI'I
PO BOX 11270HONOLULUHI96828NONEPCTUITION FOR STUDENTS$14,923
VERTICAL SPORTS MAUI
PO BOX 38KIHEIHI96753NONEPCGENERAL SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$545,923TotalGrantOrContriPdDurYrAmt
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$1,966ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$79,351ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$81,607ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$162,924ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$162,924TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
JOSEPH W AND SHARON P SAUNDERS
1765 MARKET STREET 24DSAN FRANCISCOCA94103$77,693Yes (X)
JOSEPH W AND SHARON P SAUNDERS
2765 MARKET STREET 24DSAN FRANCISCOCA94103$995,504Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash Property4554 SHARES OF VISA INC-CLASS ANoncashPropertyDesc
Fair Market Value$995,504FairMarketValueAmt
Received2023-01-09ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING AND TAX SERVICECategoryTxt
Amt$2,850Amt
Net Investment Income$1,425NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,425DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierAMENDED RETURN STATEMENTIdentifierTxt
Form And Line ReferenceFORM 990-PFFormAndLineReferenceDesc
Medium ExplanationTHE 2023 FORM 990-PF IS BEING AMENDED FOR THE FOLLOWING REASONS:TO CORRECT THE REPORTING OF REALIZED GAINS FROM THE SALE OF PUBLICLY TRADED SECURITIES. THIS AFFECTS FORM 990-PF, PARTS I, IV, AND V.TO CORRECT THE GRANTEES, IRS STATUS, RELATIONSHIP STATUS, AND AMOUNTS REPORTED AS GRANTS. THIS AFFECTS FORM 990-PF, PARTS I AND XIV.TO CORRECT THE BOOK VALUE/COST BASIS FOR CORPORATE STOCKS AND BONDS. THIS AFFECTS FORM 990-PF, PART II.TO CORRECT THE MINIMUM INVESTMENT RETURN CALCULATION. THIS AFFECTS FORM 990-PF, PARTS IX, X, AND XII.TO CORRECT THE ANALYSIS OF INCOME-PRODUCING ACTIVITIES. THIS AFFECTS FORM 990-PF, PART XV-A.TO REPORT CHARITABLE CONTRIBUTIONS OVER $5,000. THIS AFFECTS FORM 990-PF, SCHEDULE B.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME INVESTMENTSBondNm
EOY Book Value$846,542EOYBookValueAmt
EOYFMV$805,995EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPUBLICLY TRADED SECURITIESStockNm
EOY Book Value$989,362EOYBookValueAmt
EOYFMV$3,232,242EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemALTERNATIVE INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$105,797BookValueAmt
EOYFMV$108,307EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX SECURITIES ADJUSTMENTDesc
Amt$256,739Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$157,642Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCUSTODIAL AND INVESTMENTCategoryTxt
Amt$6,898Amt
Net Investment Income$6,898NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Reduction Explanation Statement ReductionExplanationStatement

FieldValueIRS element (for citing)
Short ExplanationN/AShortExplanationTxt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPAYROLL TAXESCategoryTxt
Amt$2,918Amt
Net Investment Income$1,459NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,459DisbursementsCharitablePrpsAmt

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