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SAUL ZAENTZ CHARITABLE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
SAUL ZAENTZ CHARITABLE FOUNDATION (EIN 47-1005952)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-15
IRS object ID
201622289349101212
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-08-15T11:29:30-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN362663249PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEISS & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12700 PATRIOT BOULEVARD - SUITE 400AddressLine1Txt
CityGLENVIEWCityNm
State AbbreviationILStateAbbreviationCd
ZIP60026ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN471005952EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAUL ZAENTZ CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSAULBusinessNameControlTxt
Phone8477290600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12700 PATRIOT BOULEVARD NO 170AddressLine1Txt
CityGLENVIEWCityNm
State AbbreviationILStateAbbreviationCd
ZIP60026ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALAN H HAMMERMANPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8477290600PhoneNum
Signature2016-08-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL A FORTMANPreparerPersonNm
PTINP00358090PTIN
Phone8474418800PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,519,265FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,108,291ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,108,291TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$202,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$202,500CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$10,497OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,249OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$5,248OtherProfFeesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$17,692TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$8,846TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$8,846TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$29,201OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$30OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$29,171OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$259,890TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,125TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$245,765TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,335,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,335,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,594,890TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,125TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,580,765TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,513,401ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$2,519,265CashEOYAmt
Cash EOYFMV$2,519,265CashEOYFMVAmt
Total Assets BOY$0TotalAssetsBOYAmt
Total Assets EOY$2,519,265TotalAssetsEOYAmt
Total Assets EOYFMV$2,519,265TotalAssetsEOYFMVAmt
Accounts Payable EOY$5,864AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,864TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$2,513,401RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,513,401TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,519,265TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,513,401ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,513,401SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,513,401TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
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 BooksALAN H HAMMERMANIndividualWithBooksNm
Phone8477290600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12700 PATRIOT BLVD STE 170AddressLine1Txt
CityGLENVIEWCityNm
State AbbreviationILStateAbbreviationCd
ZIP600268080ZIPCd
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 Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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

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
ALAN H HAMMERMAN
2700 PATRIOT BLVD STE 170GLENVIEWIL60026DIRECTOR10.00$75,000$0$0
ELLIOT G STEINBERG
105 SKUNK CREEK RDTELLURIDECO81435DIRECTOR20.00$127,500$0$0
MARVIN J GARBIS
107 COTSWOLD RDBALTIMOREMD21210DIRECTOR0.00$0$0$0
FRANK NOONAN
2600 TENTH STREETBERKELYCA94710DIRECTOR0.00$0$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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,410,648AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,410,648TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,410,648AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,160CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,389,488NetVlNoncharitableAssetsAmt
Minimum Investment Return$69,474MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$69,474MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$69,474DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$69,474DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$69,474DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,580,765ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,580,765QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,580,765AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$69,474DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,580,765QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$69,474AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,511,291RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,511,291TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,511,291ExcessDistriCyovToNextYrAmt
Excess From Current Year$2,511,291ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
BAY AREA RESUE MISSION
2114 MACDONALD AVERICHMONDCA94801PUBLIC CHARITYGENERAL SUPPORT$10,000
CALIFORNIA FILM INSTITUTE
1001 LOOTENS PLSAN RAFAELCA94901PUBLIC CHARITYGENERAL SUPPORT$10,000
DEMARILLAC ACADEMY
175 GOLDEN GATE AVESAN FRANCISCOCA94102PUBLIC CHARITYGENERAL SUPPORT$50,000
FAMILY RESCUE
255 ALABAMA STSAN FRANCISCOCA94103PUBLIC CHARITYGENERAL SUPPORT$100,000
GOOD SHEPARD GRACENTER
1310 BACON STSAN FRANCISCOCA94134PUBLIC CHARITYGENERAL SUPPORT$25,000
HARVARD GRADUATE SCHOOL OF EDUCATION - HOWARD GARDNER RESEARCH FUND
13 APPIAN WAYCAMBRIDGEMA021383703PUBLIC CHARITYGENERAL SUPPORT$100,000
IMMACULET CONCEPTION ACADEMY
3625 24TH STSAN FRANCISCOCA94110PUBLIC CHARITYGENERAL SUPPORT$40,000
JOHNS HOPKINS UNIVERSITY
3101 WYMAN PARK DRBALTIMOREMD21218PUBLIC CHARITYGENERAL SUPPORT$1,000,000
MARIN CENTER FOR IND LIVING
710 4TH STSAN RAFAELCA94901PUBLIC CHARITYGENERAL SUPPORT$25,000
MARYLAND SPCA
3300 FALLS RDBALTIMOREMD21211PUBLIC CHARITYGENERAL SUPPORT$25,000
MERITUS COLLEGE FUND
1012 TORNEY AVESAN FRANCISCOCA94129PUBLIC CHARITYGENERAL SUPPORT$250,000
PEMBROKE COLLEGE FOUNDATION INC OXFORD OPPORTUNITY BURSARY FUND
PUBLIC CHARITYGENERAL SUPPORT$250,000CAMBRIDGECAMBRIDGEUK
PHILLIPS BROOKS HOUSE ASSOCIATION - HARVARD
1 HARVARD BUS TUNNELCAMBRIDGEMA021383703PUBLIC CHARITYGENERAL SUPPORT$15,000
PROJECT OPEN HAND
730 POLK STSAN FRANCISCOCA94109PUBLIC CHARITYGENERAL SUPPORT$10,000
SCHOOLS RULE-MARIN
PO BOX 4925SAN RAFAELCA94913PUBLIC CHARITYGENERAL SUPPORT$50,000
ST VINCENT DE PAUL SOCIETY OF MARIN
820 B STSAN RAFAELCA94901PUBLIC CHARITYGENERAL SUPPORT$50,000
ST VINCENT DE SOCIETY OF SAN FRANCISCO
1175 HOWARD STSAN FRANCISCOCA94103PUBLIC CHARITYGENERAL SUPPORT$25,000
TELLURIDE FOUNDATION FOR STEM
220 E COLORADO AVETELLURIDECO81435PUBLIC CHARITYGENERAL SUPPORT$50,000
TELLURIDE FOUNDATION FOR SZ FND DONOR ADVISED FUND
220 E COLORADO AVETELLURIDECO81435PUBLIC CHARITYGENERAL SUPPORT$250,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,335,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

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

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$6,010$0$6,010
OFFICE EXPENSE$8,228$0$8,228
BANK FEES$30$30$0
PAYROLL TAX EXPENSE$14,933$0$14,933

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$10,497Amt
Net Investment Income$5,249NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,248DisbursementsCharitablePrpsAmt

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