SAUNDERS FAMILY CHARITABLE FUND: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SAUNDERS FAMILY CHARITABLE FUND (EIN 68-0616611)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201521349349102177
- Schema version
- 2014v5.0
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Reduction Explanation Statement
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T13:38:37-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 264677183 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DZH PHILLIPS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 MAIN STREET 9TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941051815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680616611 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAUNDERS FAMILY CHARITABLE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAUN | BusinessNameControlTxt |
| Phone | 8315943760 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 765 MARKET STREET NO 24D | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN N STAPLES III | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8315943760 | PhoneNum |
| Signature | 2015-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH CLARE | PreparerPersonNm |
| PTIN | P00310381 | PTIN |
| Phone | 4157812500 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,058,932 | 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 | $1,494,662 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $40 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $40 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $126,908 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $126,908 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,840,857 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,486,781 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,840,857 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,514 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,465,981 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,967,805 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $40,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $20,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $20,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,088 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,088 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $27,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $13,750 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,750 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,350 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $25,369 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,369 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,018 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $160 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $160 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $137,835 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,469 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $47,348 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $953,134 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $953,134 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,090,969 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,469 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,000,482 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,375,012 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,897,336 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,182 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $379,262 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $379,262 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,660,365 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,413,943 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,413,943 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,265,727 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,265,727 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,684,547 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,058,932 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,058,932 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,684,547 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,058,932 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,684,547 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,058,932 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,684,547 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,058,932 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,684,547 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,375,012 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,059,559 | SubtotalAmt |
| Other Decreases | $627 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,058,932 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $7,486,781 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,645,924 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,840,857 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,840,857 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,840,857 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,668,268 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,636,545 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.359808 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $420,970 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,871,068 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.146625 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $407,566 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,256,576 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.125152 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $259,667 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,675,277 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.154999 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $207,786 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $965,140 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.215291 | DistributionYr5Rt |
| Total Distribution | 1.001875 | TotalDistributionRt |
| Average Distribution | 0.200375 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,120,258 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,226,347 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,973 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,245,320 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,000,482 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $37,947 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $37,947 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $37,947 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $289 | EsPenaltyAmt |
| Tax Due | $34,236 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN N STAPLES III | IndividualWithBooksNm |
| Phone | 8315943760 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5427 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93921 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOSEPH W SAUNDERS | ||||||||
| 765 MARKET STREET 24D | SAN FRANCISCO | CA | 94103 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| SHARON P SAUNDERS | ||||||||
| 765 MARKET STREET 24D | SAN FRANCISCO | CA | 94103 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| CHRISTINE SAUNDERS | ||||||||
| 765 MARKET STREET 24D | SAN FRANCISCO | CA | 94103 | TRUSTEE | 2.00 | $5,000 | $0 | $0 |
| THOMAS J SAUNDERS | ||||||||
| 765 MARKET STREET 24D | SAN FRANCISCO | CA | 94103 | TRUSTEE | 2.00 | $5,000 | $0 | $0 |
| JOHN N STAPLES III | ||||||||
| 765 MARKET STREET 24D | SAN FRANCISCO | CA | 94103 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,978,757 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $234,703 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,213,460 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,213,460 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $93,202 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,120,258 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $306,013 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $306,013 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $37,947 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $37,947 | TotalTaxAmt |
| Distributable Before Adj | $268,066 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $268,066 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $268,066 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,000,482 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,000,482 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,000,482 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $268,066 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $159,529 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $176,663 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $269,771 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $277,599 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,466,575 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,350,137 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,000,482 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $268,066 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $732,416 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,082,553 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $159,529 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,923,024 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $176,663 | ExcessFromYear4Amt |
| Excess From Year3 | $269,771 | ExcessFromYear3Amt |
| Excess From Year2 | $277,599 | ExcessFromYear2Amt |
| Excess From Year1 | $1,466,575 | ExcessFromYear1Amt |
| Excess From Current Year | $732,416 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH W SAUNDERS | ContributingManagerNm |
| Contributing Manager | SHARON P SAUNDERS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOSEPH CLARE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 MAIN STREET 9TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4156556365 | RecipientPhoneNum |
| Form And Info And Materials | SUBMIT APPLICATIONS IN WRITING TO ADDRESS ABOVE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SPECIFIC DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | RECIPIENTS MUST BE EXEMPT AS A PUBLIC CHARITY UNDER IRC 501(C)(3) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIZWORLD FOUNDATION | |||||||
| 311 CALIFORNIA STREET SUITE 750 | SAN FRANCISCO | CA | 94104 | NONE | PC UNDER 170(B)(1(A) | GENERAL SUPPORT | $10,000 |
| BASKETBALL MAUI | |||||||
| 380 HUKU LII ROOM 105 | KIHEI | HI | 96753 | NONE | PC UNDER 170(B)(1(A) | GENERAL SUPPORT | $10,000 |
| BOYS AND GIRLS CLUBS OF SAN FRANCISCO | |||||||
| 55 HAWTHORNE STREET SUITE 600 | SAN FRANCISCO | CA | 94105 | NONE | PC UNDER 170(B)(1(A) | GENERAL SUPPORT | $5,000 |
| BRIDGE2RWANDA | |||||||
| PMB 322 1818 N TAYLOR ST SUITE B | LITTLE ROCK | AR | 72207 | NONE | PC UNDER 170(B)(1(A) | GENERAL SUPPORT | $50,000 |
| ETHS EDUCATIONAL FOUNDATION | |||||||
| 1600 DODGE AVENUE | EVANSTON | IL | 60201 | NONE | PC UNDER 170(B)(1(A) | GENERAL SUPPORT | $5,000 |
| SPARE FOR CHANGE | |||||||
| 576 KAIOLA STREET | KIHEI | HI | 96753 | NONE | PC UNDER 509(A)(2) | GENERAL SUPPORT | $10,000 |
| TEACH FOR ALL | |||||||
| 315 WEST 36TH STREET SUITE 8TH FL | NEW YORK | NY | 10018 | NONE | PC UNDER 170(B)(1(A) | GENERAL SUPPORT | $200,762 |
| TEACH FOR AMERICA | |||||||
| 22 FOURTH STREET 7TH FLOOR | SAN FRANCISCO | CA | 94103 | NONE | PC UNDER 170(B)(1(A) | GENERAL SUPPORT | $125,000 |
| THE BASIC FUND | |||||||
| 268 BUSH STREET 2717 | SAN FRANCISCO | CA | 94104 | NONE | PC UNDER 170(B)(1(A) | GENERAL SUPPORT | $25,000 |
| COLLEGE OF SAINT ROSE | |||||||
| 432 WESTERN AVENUE | ALBANY | NY | 12203 | NONE | SCHOOL UNDER 170(B)( | GENERAL SUPPORT | $7,372 |
| GEORGE W BUSH PRESIDENTIAL CENTER | |||||||
| 2943 SMU BLVD | DALLAS | TX | 75205 | NONE | PC UNDER 170(B)(1(A) | GENERAL SUPPORT | $250,000 |
| UCSF DIABETES CENTER | |||||||
| 513 PARNASSUS AVENUE ROOM 1116 | SAN FRANCISCO | CA | 94143 | NONE | GOVT | GENERAL SUPPORT | $5,000 |
| UNIVERSITY OF DENVER | |||||||
| 2199 SOUTH UNIVERSITY BOULEVARD | DENVER | CO | 80210 | NONE | GOVT | GENERAL SUPPORT | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $953,134 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126,908 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,840,857 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS RECEIPTS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,514 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,971,319 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,971,319 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | JOSEPH W SHARON P SAUNDERS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 765 MARKET STREET 24D | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,494,662 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $1,422,535 | FairMarketValueAmt |
| Received | 2014-03-06 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX SERVICE | CategoryTxt |
| Amt | $12,700 | Amt |
| Net Investment Income | $6,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,350 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $3,608,943 | $3,608,943 |
| FIXED INCOME | $805,000 | $805,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE ASSETS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,265,727 | BookValueAmt |
| EOYFMV | $1,265,727 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $27,500 | LegalFeesAmt |
| Net Investment Income | $13,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,750 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $627 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $10 | $0 | $10 |
| TAXES & LICENSES | $150 | $0 | $150 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS RECEIPTS | Desc |
| Revenue And Expenses Per Books | $3,514 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $3,514 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAL AND INVESTMENT | $25,080 | $25,080 | $0 |
| PAYROLL | $289 | $289 | $0 |
Reduction Explanation Statement ReductionExplanationStatement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | N/A | ShortExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $19,400 | $0 | $0 |
| FOREIGN TAXES | $618 | $0 | $0 |
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