SAUNDERS FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SAUNDERS FAMILY FOUNDATION (EIN 36-7642229)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201743199349102684
- Schema version
- 2016v3.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T14:08:57-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-11-13 | 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 | 2017-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 977CFCB9C685DC8DED6EB91A22541EBE6B77B20C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A7C22AA24D7A78CE5033AEF849F0E3A860488B27 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,567,718 | 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 | $1,536,609 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $84,021 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $84,021 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $84,021 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,548 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,548 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,548 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,434,390 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,509,194 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,434,390 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,429,680 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $3,056,568 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,519,959 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,515,249 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $7,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $72,267 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $16,325 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,794 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $96,042 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,594 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,650 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $104,510 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $104,510 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $200,552 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,594 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $108,160 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,856,016 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,503,365 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,515,249 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,528,371 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,944,660 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,944,660 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $91,549 | CorporateStockBOYAmt |
| Corporate Stock EOY | $142,316 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $142,316 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,483,224 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,475,052 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,475,052 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $5,690 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,690 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,103,144 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,567,718 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,567,718 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,103,144 | UnrestrictedBOYAmt |
| Unrestricted EOY | $5,567,718 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,103,144 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,567,718 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,103,144 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,567,718 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,103,144 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,856,016 | ExcessRevenueOverExpensesAmt |
| Other Increases | $70,363 | OtherIncreasesAmt |
| Subtotal | $7,029,523 | SubtotalAmt |
| Other Decreases | $1,461,805 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,567,718 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 37,116 SHS GLOBANT SA | D | 2015-11-19 | 2016-04-22 | $1,277,372 | $56,305 | $1,221,067 | $1,221,067 |
| 4,028 SHS GLOBANT SA | D | 2015-12-03 | 2016-04-22 | $140,102 | $11,924 | $128,178 | $128,178 |
| 853 SHS GLOBANT SA | D | 2015-12-03 | 2016-04-22 | $29,669 | $1,294 | $28,375 | $28,375 |
| 1,636 SHS GLOBANT SA | D | 2015-12-16 | 2016-04-22 | $56,903 | $4,843 | $52,060 | $52,060 |
| 148 SHS GLOBANT SA | D | 2011-01-18 | 2016-04-22 | $5,148 | $438 | $4,710 | $4,710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,434,390 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,429,680 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $95,850 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,454,064 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065919 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $155,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $324,299 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.477954 | DistributionYr2Rt |
| Total Distribution | 0.543873 | TotalDistributionRt |
| Average Distribution | 0.271937 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,072,887 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,379,506 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,034 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,394,540 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $108,160 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,067 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $30,067 | SubtotalAmt |
| Tax Based On Investment Income | $30,067 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $50,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $50,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $899 | EsPenaltyAmt |
| Overpayment | $19,034 | OverpaymentAmt |
| Applied To ES Tax | $19,034 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (true) | ActsFailToQlfyAsExceptionsInd |
| 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 | $119,142 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,047,518 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,983,479 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,150,139 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,150,139 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,252 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,072,887 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $253,644 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $253,644 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,067 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,067 | TotalTaxAmt |
| Distributable Before Adj | $223,577 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $223,577 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $223,577 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $108,160 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $108,160 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $108,160 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $223,577 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $138,785 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $95,414 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $234,199 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $108,160 | QualifyingDistributionsAmt |
| Applied To Current Year | $108,160 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $115,417 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $115,417 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $118,782 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $118,782 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $23,368 | ExcessFromYear2Amt |
| Excess From Year1 | $95,414 | ExcessFromYear1Amt |
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 (11 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 | $59,050 |
| COMMUNITY IDEA STATIONS | ||||||||
| COMMUNITY IDEA STATIONS | 23 SESAME STREET | 23 SESAME STREET | RICHMOND | VA | 23235 | PC | FULFILL EXEMPT PURPOSE | $3,000 |
| GEORGE WASHINGTON UNIVERSITY | ||||||||
| GEORGE WASHINGTON UNIVERSITY | 2121 I STREET NW | 2121 I STREET NW | WASHINGTON | DC | 20052 | PC | FULFILL EXEMPT PURPOSE | $100 |
| 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 |
| VIRGINIA ATHLETICS FOUNDATION | ||||||||
| VIRGINIA ATHLETICS FOUNDATION | 1815 STADIUM ROAD | 1815 STADIUM ROAD | CHARLOTTESVILLE | VA | 22903 | PC | FULFILL EXEMPT PURPOSE | $10,000 |
| CENTERVILLE VOLUNTEER RESCUE | ||||||||
| CENTERVILLE VOLUNTEER RESCUS | 52 BROAD STREET ROAD | 52 BROAD STREET ROAD | MANAKIN SABOT | VA | 23103 | PC | FULFILL EXEMPT PURPOSE | $100 |
| RICHMOND BALLET | ||||||||
| RICHMOND BALLET | 407 EAST CANAL STREET | 407 EAST CANAL STREET | RICHMOND | VA | 23219 | PC | FULFILL EXEMPT PURPOSE | $7,000 |
| RICK SHARP ALZ FOUNDATION | ||||||||
| RICK SHARP ALZ FOUNDATION | 322 EIGHTH AVENUE 7TH FL | 322 EIGHTH AVENUE 7TH FL | NEW YORK | NY | 10001 | PC | FULFILL EXEMPT PURPOSE | $8,260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $104,510 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $84,021 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,548 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,434,390 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,519,959 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,519,959 | 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 | $1,536,609 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 43,781 SHARES OF GLOBANT S A | NoncashPropertyDesc |
| Fair Market Value | $1,536,609 | FairMarketValueAmt |
| Received | 2016-04-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $7,300 | Amt |
| Net Investment Income | $3,650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,650 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GRUBHUB, INC | StockNm |
| EOY Book Value | $142,316 | EOYBookValueAmt |
| EOYFMV | $142,316 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GREENOAKS CAPITAL | FMV | $886,714 | $886,714 |
| KATERRA INC | FMV | $100,000 | $100,000 |
| LOLLI AND POPS | FMV | $458,640 | $458,640 |
| JAMES RIVER FINANCING FUND LLC | FMV | $626,959 | $626,959 |
| MUIRFIELD VALUE PARTNERS LP | FMV | $402,739 | $402,739 |
| TURBO MULTI-STRATEGY LLC | FMV | $1,000,000 | $1,000,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM PAUL SAUNDERS | Desc |
| EOY Book Value | $5,690 | EOYBookValueAmt |
| EOYFMV | $5,690 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX STOCK SALE DIFFERENCE | Desc |
| Amt | $1,461,805 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK SERVICE CHARGES | $40 | $40 |
| K-1 PORTFOLIO DEDUCTIONS: JRF | $4,893 | $4,893 |
| K-1 PORTFOLIO DEDUCTIONS: MUI | $867 | $867 |
| K-1 PORTFOLIO DEDUCTIONS: GRE | $6,994 | $6,994 |
| INTEREST & PENALTIES | $3,531 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $70,363 | 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 | $72,267 | Amt |
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