SAUNDERS FAMILY CHARITABLE FUND: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SAUNDERS FAMILY CHARITABLE FUND (EIN 68-0616611)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-01
- IRS object ID
- 201432749349100703
- Schema version
- 2013v3.0
- 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
- Cash Deemed Charitable Expln Stmt
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Reduction Explanation Statement
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-01T15:45:55-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 MAIN STREET 9TH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 941051815 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94103 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN N STAPLES III | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8315943760 | PhoneNum |
| Signature | 2014-09-15 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,743,206 | 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 | $891,171 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $33 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $68,392 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,392 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,498,023 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,716,504 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,498,023 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,457,619 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,566,448 | 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 | $25,715 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $12,857 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $12,858 | OthEmplSlrsWgsDsbrsChrtblAmt |
| 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 | $7,604 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,802 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,802 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,325 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,325 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $95,144 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,734 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35,410 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,647,925 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,647,925 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,743,069 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,734 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,683,335 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $714,550 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,506,714 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $122,062 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,182 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,182 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,416,500 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,642,937 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,660,365 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,719,024 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,181,499 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,684,547 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,743,206 | 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 | $3,181,499 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,684,547 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,181,499 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,684,547 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,181,499 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,684,547 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,181,499 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $714,550 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,896,049 | SubtotalAmt |
| Other Decreases | $211,502 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,684,547 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,620,079 | $2,613,433 | $6,646 | $6,646 |
| PUBLICLY TRADED SECURITIES | $299,339 | $281,608 | $17,731 | $17,731 |
| PUBLICLY TRADED SECURITIES | $1,797,086 | $323,440 | $1,473,646 | $1,473,646 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,498,023 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $420,970 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,871,068 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.146625 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $407,566 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,256,576 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.125152 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $259,667 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,675,277 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.154999 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $207,786 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $965,140 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.215291 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $402,029 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,373,898 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.292619 | DistributionYr5Rt |
| Total Distribution | 0.934686 | TotalDistributionRt |
| Average Distribution | 0.186937 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,636,545 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $866,742 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,067 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $881,809 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,683,335 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $15,067 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,067 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,067 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $15,071 | 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 | AddressLine1 |
| City | CARMEL | City |
| State | CA | State |
| ZIP Code | 93921 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $4,645,339 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $61,813 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,707,152 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,707,152 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,607 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,636,545 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $231,827 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $231,827 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,067 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,067 | TotalTaxAmt |
| Distributable Before Adj | $216,760 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $216,760 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $216,760 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,683,335 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,683,335 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15,067 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,668,268 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $216,760 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $255,238 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $159,529 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $176,663 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $269,771 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $277,599 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,138,800 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,683,335 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $216,760 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,466,575 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,605,375 | 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 | $255,238 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,350,137 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $159,529 | ExcessFromYear4Amt |
| Excess From Year3 | $176,663 | ExcessFromYear3Amt |
| Excess From Year2 | $269,771 | ExcessFromYear2Amt |
| Excess From Year1 | $277,599 | ExcessFromYear1Amt |
| Excess From Current Year | $1,466,575 | 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 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4156556365 | RecipientPhoneNum |
| Form And Info And Materials | SEE 2A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE 2A | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE 2A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DEL MONTE FOREST FOUNDATION | |||||||
| 3101 FOREST LAKE ROAD SUITE 1 | PEBBLE BEACH | CA | 93953 | NONE | POF UNDER 4942(J)(3) | UNRESTRICTED | $5,000 |
| GEORGE W BUSH FOUNDATION | |||||||
| 2943 SMU BLVD | DALLAS | TX | 75205 | NONE | PC UNDER 170(B)(1(A) | UNRESTRICTED | $250,000 |
| SALISBURY SCHOOL | |||||||
| 251 CANAAN ROAD | SALISBURY | CT | 06068 | NONE | SCHOOL UNDER 170(B)( | UNRESTRICTED | $154 |
| SPARE FOR CHANGE | |||||||
| 2290 KAAPAPALI PARKWAY | LAHAINA | HI | 96761 | NONE | PC UNDER 509(A)(2) | UNRESTRICTED | $10,000 |
| SQUASHSMARTS | |||||||
| 389 N 10TH ST | PHILADELPHIA | PA | 19140 | NONE | PC UNDER 170(B)(1(A) | UNRESTRICTED | $5,000 |
| STANFORD UNIVERSITY | |||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | NONE | SCHOOL UNDER 170(B)( | UNRESTRICTED | $1,000,000 |
| TEACH FOR AMERICA INC | |||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | NONE | PC UNDER 170(B)(1(A) | UNRESTRICTED | $100,000 |
| UCSF DIABETES CENTER | |||||||
| 513 PARNASSUS AVENUE ROOM 1116 | SAN FRANCISCO | CA | 94143 | NONE | GOVT | UNRESTRICTED | $5,000 |
| UNIVERSITY OF DENVER | |||||||
| 2199 SOUTH UNIVERSITY BOULEVARD | DENVER | CO | 80210 | NONE | GOVT | UNRESTRICTED | $250,000 |
| ST MARY OF THE MIRACULOUS MEDAL | |||||||
| 1604 9TH AVE N | TEXAS CITY | TX | 77590 | NONE | CHURCH | UNRESTRICTED | $500 |
| ETHS EDUCATIONAL FOUNDATION | |||||||
| 1600 DODGE AVENUE | EVANSTON | IL | 60201 | NONE | PC UNDER 170(B)(1(A) | UNRESTRICTED | $5,000 |
| COLLEGE OF SAINT ROSE | |||||||
| 432 WESTERN AVENUE | ALBANY | NY | 12203 | NONE | SCHOOL UNDER 170(B)( | UNRESTRICTED | $12,271 |
| BIZWORLD FOUNDATION | |||||||
| 311 CALIFORNIA STREET SUITE 750 | SAN FRANCISCO | CA | 94104 | NONE | PC UNDER 170(B)(1(A) | UNRESTRICTED | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,647,925 | 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 | $33 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,392 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,498,023 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,566,448 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,566,448 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| JOSEPH W SHARON P SAUNDERS | |||||||
| 1 | 765 MARKET STREET 24D | SAN FRANCISCO | CA | 94103 | $150,106 | Yes (X) | |
| JOSEPH W SHARON P SAUNDERS | |||||||
| 2 | 765 MARKET STREET 24D | SAN FRANCISCO | CA | 94103 | $554,010 | Yes (X) | |
| JOSEPH W SHARON P SAUNDERS | |||||||
| 3 | 765 MARKET STREET 24D | SAN FRANCISCO | CA | 94103 | $133,840 | Yes (X) | |
| JOSEPH W SHARON P SAUNDERS | |||||||
| 4 | 765 MARKET STREET 24D | SAN FRANCISCO | CA | 94103 | $53,215 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 4,266.80 SHS MFS INTERNATIONAL VALUE FUND | $150,106 | 2013-12-23 |
| 2 | 3,000.00 SHS SPDR TR UNIT SER 1 | $554,010 | 2013-12-23 |
| 3 | 1,000.00 SHS ISHARES TR S&P MIDCAP 400 INDEX FUND | $133,840 | 2013-12-30 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $7,604 | Amt |
| Net Investment Income | $3,802 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,802 | DisbursementsCharitablePrpsAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | N/A | ShortExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $3,660,365 | EOYBookValueAmt |
| EOYFMV | $4,719,024 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | 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 (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CONTRIBUTION ADJ: FMV TO BOOK VALUE | $208,722 |
| INTEREST & DIVIDEND TIMING DIFFERENCE | $2,780 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAL FEES | $24,220 | $24,220 | $0 |
| ADR FEES | $105 | $105 | $0 |
Reduction Explanation Statement ReductionExplanationStatement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | N/A | ShortExplanationTxt |
Comments