SAUNDERS FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SAUNDERS FAMILY FOUNDATION (EIN 36-7642229)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201833199349101618
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T10:40:37-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201485301 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEADOWS URQUHART ACREE & COOK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1802 BAYBERRY CT 102 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 232263773 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367642229 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAUNDERS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAUN | BusinessNameControlTxt |
| Phone | 8045784501 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 NORTH OCEAN DR TOWER STE 9A | AddressLine1Txt |
| City | SINGER ISLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33404 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL H SAUNDERS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8045784501 | PhoneNum |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS A URQUHART CPA | PreparerPersonNm |
| PTIN | P00403637 | PTIN |
| Phone | 8042495786 | PhoneNum |
| Preparation | 2018-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 09:40:37 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E098D37C81DCC429B29810E1DEE66A9307E2CFAB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AF4821F9D76A72C859D343DB89F1B8E206218165 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $6,582,771 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $208,844 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $97,114 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $97,114 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $97,114 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $45 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $45 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $194,457 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $339,663 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $194,457 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $915 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $915 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $915 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $501,375 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $292,531 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $98,074 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $3,351 | LegalFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $61,066 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $36,751 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36,751 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $101,318 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,901 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $217,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $217,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $318,318 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,901 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $217,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $183,057 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $255,630 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $98,074 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,944,660 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,795 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,795 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $142,316 | CorporateStockBOYAmt |
| Other Investments BOY | $3,475,052 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,535,976 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,535,976 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,690 | OtherAssetsBOYAmt |
| Total Assets BOY | $5,567,718 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,582,771 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,582,771 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,567,718 | UnrestrictedBOYAmt |
| Unrestricted EOY | $6,582,771 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,567,718 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,582,771 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,567,718 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,582,771 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,567,718 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $183,057 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,033,591 | OtherIncreasesAmt |
| Subtotal | $6,784,366 | SubtotalAmt |
| Other Decreases | $201,595 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,582,771 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 10,719 SHS OF INTREXON | D | 2011-12-30 | 2017-10-23 | $192,121 | $126,069 | $66,052 | $66,052 |
| 3,783 SHS GRUBHUB INC | D | 2007-01-25 | 2017-02-24 | $136,613 | $16,715 | $119,898 | $119,898 |
| 1,179 SHS GOPRO INC | D | 2011-02-25 | 2017-02-13 | $10,929 | $2,422 | $8,507 | $8,507 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $194,457 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $108,160 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,072,887 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.021321 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $95,850 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,454,064 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065919 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $155,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $324,299 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.477954 | DistributionYr3Rt |
| Total Distribution | 0.565194 | TotalDistributionRt |
| Average Distribution | 0.188398 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,971,023 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,124,929 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,556 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,127,485 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $217,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,113 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,113 | SubtotalAmt |
| Tax Based On Investment Income | $5,113 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $30,100 | TotalPaymentsAndCreditsAmt |
| Overpayment | $24,987 | OverpaymentAmt |
| Applied To ES Tax | $24,987 | 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 | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BOB EADS | IndividualWithBooksNm |
| Phone | 8045784510 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 58 BROAD STREET ROAD | AddressLine1Txt |
| City | MANAKIN SABOT | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23103 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | Yes (true) | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL H SAUNDERS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 NORTH OCEAN DR TOWER STE 9A | AddressLine1Txt |
| City | SINGER ISLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | A FOUNDATION THAT UTILIZES ITS ASSETS AND DONATIONS FOR THE PURPOSE OF COMMUNITY HEALTH, EDUCATION, SAFETY AND OTHER PUBLIC BENEFITS. | Description1Txt |
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 | $52,114 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $573,428 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,436,410 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,061,952 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,061,952 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,929 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,971,023 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $298,551 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $298,551 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,113 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,113 | TotalTaxAmt |
| Distributable Before Adj | $293,438 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $293,438 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $293,438 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $217,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $217,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $217,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $293,438 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $23,368 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $95,414 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $118,782 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $217,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $217,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $76,438 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $76,438 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $42,344 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $42,344 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $42,344 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PAUL H SAUNDERS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| CHESAPEAKE BAY FOUNDATION | ||||||||
| CHESAPEAKE BAY FOUNDATION | 3663 MARLIN BAY DRIVE | 3663 MARLIN BAY DRIVE | VIRGINIA BEACH | VA | 23455 | PC | FULFILL EXEMPT PURPOSE | $5,000 |
| COLLEGIATE SCHOOL | ||||||||
| COLLEGIATE SCHOOL | 103 N MOORELAND ROAD | 103 N MOORELAND ROAD | RICHMOND | VA | 23229 | PC | FULFILL EXEMPT PURPOSE | $2,000 |
| COMMUNITY CANCER FUND | ||||||||
| COMMUNITY CANCER FUND | 621 WEST MALLON AVE 605 | 621 WEST MALLON AVE 605 | SPOKANE | WA | 99201 | PC | FULFILL EXEMPT PURPOSE | $50,000 |
| COMMUNITY IDEA STATIONS | ||||||||
| COMMUNITY IDEA STATIONS | 23 SESAME STREET | 23 SESAME STREET | RICHMOND | VA | 23235 | PC | FULFILL EXEMPT PURPOSE | $13,000 |
| RICHMOND SYMPHONY | ||||||||
| RICHMOND SYMPHONY | 612 E GRACE STREET 401 | 612 E GRACE STREET 401 | RICHMOND | VA | 23219 | PC | FULFILL EXEMPT PURPOSE | $5,000 |
| VCU MASSEY CANCER CENTER | ||||||||
| VCU MASSEY CANCER CENTER | 101 W FRANKLIN STREET | 101 W FRANKLIN STREET | RICHMOND | VA | 23220 | PC | FULFILL EXEMPT PURPOSE | $5,000 |
| RICHMOND BALLET | ||||||||
| RICHMOND BALLET | 407 EAST CANAL STREET | 407 EAST CANAL STREET | RICHMOND | VA | 23219 | PC | FULFILL EXEMPT PURPOSE | $7,000 |
| UPRVA | ||||||||
| UPRVA | 4609 WYTHE AVE | RICHMOND | VA | 23226 | PC | FULFILL EXEMPT PURPOSE | $11,000 | |
| CHRYSALIS INSTITUTE | ||||||||
| 213 ROSENEATH RD | RICHMOND | VA | 23221 | PC | FULFILL EXEMPT PURPOSE | $35,000 | ||
| GEORGE MASON UNIVERSITY | ||||||||
| 4400 UNIVERSITY DRIVE | FAIRFAX | VA | 22030 | PC | FULFILL EXEMPT PURPOSE | $1,000 | ||
| GOOCHLAND PET LOVERS | ||||||||
| PO BOX 27 | OILVILLE | VA | 23129 | PC | FULFILL EXEMPT PURPOSE | $50,000 | ||
| UVA CENTER FOR POLITICS | ||||||||
| 465 CRESTWOOD DRIVE | PO BOX 400806 | CHARLOTTESVILLE | VA | 22904 | PC | FULFILL EXEMPT PURPOSE | $5,000 | |
| WORLD PEDIATRIC PROJECT | ||||||||
| 7201 GLEN FOREST DRIVE 3 | RICHMOND | VA | 23226 | PC | FULFILL EXEMPT PURPOSE | $3,000 | ||
| GOOCHLAND FREE CLINIC & FAMILY SERV | ||||||||
| 2999 RIVER RD | GOOCHLAND | VA | 23063 | PC | FULFILL EXEMPT PURPOSE | $20,000 | ||
| CFVI | ||||||||
| PO BOX 11790 | ST THOMAS | VI | 00801 | PC | FULFILL EXEMPT PURPOSE | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $217,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97,114 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $915 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $194,457 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $292,531 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $292,531 | 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 | PAUL H SAUNDERS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 NORTH OCEAN DRIVE TOWER STE 9A | AddressLine1Txt |
| City | SINGER ISLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $208,844 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,179 SHS GOPRO INC | $10,328 | 2017-02-10 |
| 1 | 10,719 SHS INTREXON | $198,516 | 2017-08-29 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GRUBHUB, INC | StockNm |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GREENOAKS CAPITAL (BANTING) | FMV | $987,703 | $987,703 |
| GREENOAKS CAPITAL (OSLER) | FMV | $1,323,680 | $1,323,680 |
| KATERRA INC | FMV | $1,099,999 | $1,099,999 |
| LOLLI AND POPS | FMV | ||
| JAMES RIVER FINANCING FUND LLC | FMV | $724,635 | $724,635 |
| MUIRFIELD VALUE PARTNERS LP | FMV | $421,106 | $421,106 |
| TURBO MULTI-STRATEGY LLC | FMV | $1,328,244 | $1,328,244 |
| PAXION CAPITAL LP | FMV | $650,609 | $650,609 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $3,351 | LegalFeesAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM PAUL SAUNDERS | Desc |
| BOY Book Value | $5,690 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX STOCK SALE DIFFERENCE | Desc |
| Amt | $201,595 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK SERVICE CHARGES | $15 | $15 |
| K-1 PORTFOLIO DEDUCTIONS: JRF | $4,039 | $4,039 |
| K-1 PORTFOLIO DEDUCTIONS: MUI | $4,319 | $4,319 |
| K-1 PORTFOLIO DEDUCTIONS: GRE | $24,678 | $24,678 |
| K-1 PORTFOLIO DEDUCTIONS: TUR | $1,551 | $1,551 |
| K-1 PORTFOLIO DEDUCTIONS: PAX | $2,149 | $2,149 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAXION CAPITAL LP | Desc |
| Revenue And Expenses Per Books | $915 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $915 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $915 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $1,033,591 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS MANAGEMENT FEE | CategoryTxt |
| Amt | $150 | Amt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES PAID | CategoryTxt |
| Amt | $61,066 | Amt |
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