BETA

SAGA FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SAGA FOUNDATION (EIN 38-3097160)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-15
IRS object ID
201831359349102973
Schema version
2017v2.3
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)
Return2018-05-15T14:05:30-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 OTTAWA AVE NW STE 300AddressLine1Txt
CityGRAND RAPIDSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49503ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383097160EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Saga FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% THE CONNABLE OFFICE INCInCareOfNm
Business Name ControlSAGABusinessNameControlTxt
Phone2693825800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1136 EAST MICHIGAN AVENUE Suite 1201AddressLine1Txt
CityKALAMAZOOCityNm
State AbbreviationMIStateAbbreviationCd
ZIP490073936ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES C MELVINPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone2693825800PhoneNum
Signature2018-04-24SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDaniel FullerPreparerPersonNm
PTINP00238135PTIN
Phone6167747000PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,540FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1TotalRevAndExpnssAmt
Total Net Invst Incm$1TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$4,167CompOfcrDirTrstRevAndExpnssAmt
Pension Empl Bnft Rev And Expnss$1,077PensionEmplBnftRevAndExpnssAmt
Accounting Fees Rev And Expnss$680AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$680AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$57TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$2,034TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$2,034TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,725OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$3,725OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,740TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,439TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,740TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$6,439TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$11,739ExcessRevenueOverExpensesAmt
Net Investment Income$1NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$5,136SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,540SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,540SavAndTempCashInvstEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$453LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$453LandBldgEquipAccumDeprecAmt
Total Assets BOY$5,136TotalAssetsBOYAmt
Total Assets EOY$1,540TotalAssetsEOYAmt
Total Assets EOYFMV$1,540TotalAssetsEOYFMVAmt
Accounts Payable BOY$135AccountsPayableBOYAmt
Accounts Payable EOY$8,278AccountsPayableEOYAmt
Total Liabilities BOY$135TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,278TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$5,001CapitalStockBOYAmt
Capital Stock EOY-$6,738CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$5,001TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY-$6,738TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,136TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,540TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,001TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$11,739ExcessRevenueOverExpensesAmt
Subtotal-$6,738SubtotalAmt
Tot Net Ast Or Fund Balances EOY-$6,738TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$23,356AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$14,401NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.621832DistributionYr1Rt
Adjusted Qlfy Distri Yr2$21,077AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$25,098NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.839788DistributionYr2Rt
Adjusted Qlfy Distri Yr3$20,907AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$25,956NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.805479DistributionYr3Rt
Adjusted Qlfy Distri Yr4$30,963AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$39,301NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.787843DistributionYr4Rt
Adjusted Qlfy Distri Yr5$163,578AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$67,034NetVlNoncharitableAssetsYr5Amt
Distribution Yr52.440224DistributionYr5Rt
Total Distribution6.495166TotalDistributionRt
Average Distribution1.299033AverageDistributionRt
Net Vl Noncharitable Assets$2,397NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,114AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$3,114AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,439QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.sagafoundation.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE CONNABLE OFFICE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2693825800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1136 EAST MICHIGAN AVENUE SUITE 120AddressLine1Txt
CityKALAMAZOOCityNm
State AbbreviationMIStateAbbreviationCd
ZIP490073936ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
DAVID J BARTOSHUK
979 Arlington RoadRedwood CityCA940621848PRESIDENT/TRUSTEE10.0$4,167$0$0
JAMES C MELVIN
136 EAST MICHIGAN AVENUEKALAMAZOOMI490073936VICE PRESIDENT/TRUSTEE1.0$0$0$0SUITE 1201
JULIE A JOHNSON
36273 DaVinci DriveCathedral CityCA922348922VICE PRESIDENT/TRUSTEE1.0$0$0$0
BRADLEY E WELLER
136 EAST MICHIGAN AVENUEKALAMAZOOMI490073936TREASURER/TRUSTEE1.0$0$0$0SUITE 1201
LOYAL A ELDRIDGE III
136 EAST MICHIGAN AVENUEKALAMAZOOMI490073936SECRETARY1.0$0$0$0SUITE 1201
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,433AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,433TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,433AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$36CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,397NetVlNoncharitableAssetsAmt
Minimum Investment Return$120MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$120MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$120DistributableBeforeAdjAmt
Distributable Before Ded$120DistributableBeforeDedAmt
Distributable As Adjusted$120DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,439ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$6,439QualifyingDistributionsAmt
Adjusted Qualifying Distri$6,439AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$120DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$163,578ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$28,998ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$19,609ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$19,822ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$22,750ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$254,757TotalExcessDistributionCyovAmt
Qualifying Distributions$6,439QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$120AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,319RemainingDistriFromCorpusAmt
Total Corpus$261,076TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$163,578ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$97,498ExcessDistriCyovToNextYrAmt
Excess From Year4$28,998ExcessFromYear4Amt
Excess From Year3$19,609ExcessFromYear3Amt
Excess From Year2$19,822ExcessFromYear2Amt
Excess From Year1$22,750ExcessFromYear1Amt
Excess From Current Year$6,319ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt
FieldValueIRS element (for citing)
Div And Int From Sec Part VIIDivAndIntFromSecPartVIIGrp
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$680Amt
Disbursements Charitable Prps$680DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES AND MEMBERSHIP FEES$1,500$1,500
OFFICE EXPENSE$850$850
MISCELLANEOUS EXPENSE$1,335$1,335
MEALS AND ENTERTAINMENT$40$40

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$57Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.