SAUNDERS FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: SAUNDERS FOUNDATION (EIN 76-0574880)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-11-13
IRS object ID: 201303179349101300
Schema version: 2012v2.3
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990-PF
Accounting Fees Schedule
Compensation Explanation
General Explanation Attachment
Investments Corp Stock Schedule
Investments Other Schedule2
Land Etc Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Notes Loans Rcvbl Short Sch2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-11-13T16:17:02-06:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CALLOWAY STINSON & CO PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	8554 KATY FREEWAY SUITE 110	AddressLine1
City	HOUSTON	City
State	TX	State
ZIP Code	77024	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	760574880	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	SAUNDERS FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	SAUN	NameControl
Phone	7139149778	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	7500 SAN FELIPE	AddressLine1
Address Line2	ROOM/SUITE 1070	AddressLine2
City	HOUSTON	City
State	TX	State
ZIP Code	77063	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	STUART SAUNDERS	Name
Title	DIRECTOR	Title
Phone	7139149778	Phone
Date Signed	2013-10-31	DateSigned
Authorize Third Party	false	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JEAN M CALLOWAY	Name
Phone	7134684133	Phone
Date Prepared	2013-11-13	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	5227359	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	237370	ContriReceivedRevAndExpnss
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	5373	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	5373	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	125866	DividendsRevAndExpnss
Dividends Net Invst Incm	125866	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	130092	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	314815	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	130092	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	-12636	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	641	OtherIncomeNetInvstIncm
Total Revenue And Expenses	486065	TotalRevenueAndExpenses
Total Net Investment Income	261972	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	7269	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	4000	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	3269	AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss	21103	TaxesRevAndExpnss
Taxes Net Invst Incm	21103	TaxesNetInvstIncm
Trav Conf Meeting Rev And Expnss	3909	TravConfMeetingRevAndExpnss
Trav Conf Meeting Dsbrs Chrtbl Prps	3909	TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss	9225	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	9225	OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss	41506	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	34328	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	7178	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	193502	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	193502	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	235008	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	34328	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	200680	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	251057	ExcessOfRevenueOverExpenses
Net Investment Income	227644	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	147429	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	106259	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	106259	SavingsAndTempCashInvstEOYFMV
Other Notes And Loans Receivable	57874	OtherNotesAndLoansReceivable
Other Notes And Loans Rcvbl BOY	68795	OtherNotesAndLoansRcvblBOY
Other Notes And Loans Rcvbl EOY	57874	OtherNotesAndLoansRcvblEOY
Other Notes And Loans Rcvbl EOYFMV	57874	OtherNotesAndLoansRcvblEOYFMV
Investments Corp Stock BOY	4105666	InvestmentsCorpStockBOY
Investments Corp Stock EOY	5063226	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	5063226	InvestmentsCorpStockEOYFMV
Investments Other BOY	260058	InvestmentsOtherBOY
Investments Other EOY	221508	InvestmentsOtherEOY
Land Building And Equipment Basis	3619	LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip	2459	AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY	1547	LandBuildingAndEquipmentBOY
Land Building And Equipment EOY	1160	LandBuildingAndEquipmentEOY
Other Assets BOY	1161	OtherAssetsBOY
Other Assets EOY	1161	OtherAssetsEOY
Total Assets BOY	4584656	TotalAssetsBOY
Total Assets EOY	5451188	TotalAssetsEOY
Total Assets EOYFMV	5227359	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	4584656	RetainedEarningsBOY
Retained Earnings EOY	5451188	RetainedEarningsEOY
Total Net Assets BOY	4584656	TotalNetAssetsBOY
Total Net Assets EOY	5451188	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	4584656	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	5451188	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	4584656	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	251057	ExcessOfRevenueOverExpenses
Other Increases	615475	OtherIncreases
Subtotal	5451188	Subtotal
Total Net Assets Fund Balances EOY	5451188	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (19 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
CASH IN LIEU PER INTERACTIVE BROKERS	P	2012-06-01	2012-12-26	150	150
300 SH RETAIL PROPERTIES OF AMERICA	P	2012-04-26	2012-08-01	2974	2761	213	213
GAIN ON OPTIONS THRU UBS 52986	P	2011-01-20	2012-01-23	61226		61226	61226
700 SH RETAIL PROPERTIES OF AMERICA	P	2012-05-17	2012-08-01	6938	6196	742	742
300 SH PUBLIC STORAGE	P	2010-02-04	2012-01-03	41113	23347	17766	17766
500 SH PROLOGIS	P	2011-08-16	2012-09-13	18362	14603	3759	3759
500 SH CORESITE REALTY	P	2010-10-06	2012-01-26	9916	7606	2310	2310
200 SH PROLOGIS	P	2011-10-04	2012-09-13	7345	4475	2870	2870
500 SH CORESITE REALTY	P	2011-05-05	2012-01-26	9916	7799	2117	2117
300 SH CHATHAM LODGING TRUST	P	2011-02-03	2012-01-31	3718	4800	-1082	-1082
200 SH CHATHAM LODGING TRUST	P	2011-05-05	2012-01-31	2479	3403	-924	-924
800 SH PEBBLEBROOK HOTEL TRUST	P	2009-12-08	2012-02-02	18166	16000	2166	2166
100 SH PEBBLEBROOK HOTEL TRUST	P	2010-07-23	2012-02-02	2271	1700	571	571
300 SH BOSTON PROPERTIES	P	2006-12-20	2012-02-06	32087	34597	-2510	-2510
500 SH DOUGLAS EMMETT	P	2012-02-09	2012-05-17	10940	10628	312	312
500 SH DOUGLAS EMMETT	P	2010-10-07	2012-05-17	10940	9095	1845	1845
200 SH AVALON BAY CMTNYS	P	2010-10-28	2012-07-17	30107	21064	9043	9043
100 SH AVALON BAY CMTNYS	P	2012-02-27	2012-07-17	15054	13289	1765	1765
400 SH RETAIL PROPERTIES OF AMERICA	P	2012-04-05	2012-08-01	3965	3210	755	755

Field	Value	IRS element (for citing)
Capital Gain Net Income	130092	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	6768	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	241146	QualifyingDistributionsYear1
Noncharitable Assets Year1	4824602	NoncharitableAssetsYear1
Distribution Ratio Year1	0.049983	DistributionRatioYear1
Qualifying Distributions Year2	167603	QualifyingDistributionsYear2
Noncharitable Assets Year2	4002993	NoncharitableAssetsYear2
Distribution Ratio Year2	0.041869	DistributionRatioYear2
Qualifying Distributions Year3	164949	QualifyingDistributionsYear3
Noncharitable Assets Year3	3319562	NoncharitableAssetsYear3
Distribution Ratio Year3	0.049690	DistributionRatioYear3
Qualifying Distributions Year4	197292	QualifyingDistributionsYear4
Noncharitable Assets Year4	3581831	NoncharitableAssetsYear4
Distribution Ratio Year4	0.055081	DistributionRatioYear4
Qualifying Distributions Year5	73805	QualifyingDistributionsYear5
Noncharitable Assets Year5	3693274	NoncharitableAssetsYear5
Distribution Ratio Year5	0.019984	DistributionRatioYear5
Total Distribution Ratio	0.216607	TotalDistributionRatio
Average Distribution Ratio	0.043321	AverageDistributionRatio
Net Noncharitable Assets	4975814	NetNoncharitableAssets
Adjusted Noncharitable Assets	215557	AdjustedNoncharitableAssets
One Percent Net Investment Income	2276	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	217833	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	200680	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	4553	InvestmentIncomeExciseTax
Subtotal	4553	Subtotal
Tax Based On Investment Income	4553	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	11291	EstTaxPaymentsAndOverpayment
Total Credits And Payments	11291	TotalCreditsAndPayments
Form2220 Attached	X	Form2220Attached
Penalty For Underpayment	37	PenaltyForUnderpayment
Overpayment	6701	Overpayment
Amount Credited To Next Year	6701	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	STUART SAUNDERS	BooksInCareOfPersonName
Books In Care Of Phone Number	7139149778	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	7500 SAN FELIPE 1070	AddressLine1
City	HOUSTON	City
State	TX	State
ZIP Code	77063	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
FREDERIC M SAUNDERS
515 HUNTERWOOD	HOUSTON	TX	77024	DIRECTOR	0.00	0	0	0
GAYLE D SAUNDERS
515 HUNTERWOOD	HOUSTON	TX	77024	DIRECTOR	0.00	0	0	0
MEREDITH S MASON
501 VALE STREET	AUSTIN	TX	78746	DIRECTOR	0.00	0	0	0
STUART D SAUNDERS
8 SADDLEBROOK LANE	HOUSTON	TX	77024	DIRECTOR	0.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	N/A	Description1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	4642346	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	345833	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	63409	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	5051588	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	5051588	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	75774	CashDeemedCharitable
Net Noncharitable Assets	4975814	NetNoncharitableAssets
Minimum Investment Return	248791	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	248791	MinimumInvestmentReturn
Tax Based On Investment Income	4553	TaxBasedOnInvestmentIncome
Total Tax	4553	TotalTax
Distributable Amount Before Adj	244238	DistributableAmountBeforeAdj
Distributable Amount Before Ded	244238	DistributableAmountBeforeDed
Distributable Amount As Adjusted	244238	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	200680	ExpensesAndContributions
Qualifying Distributions	200680	QualifyingDistributions
Adj Qualifying Distributions	200680	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	244238	DistributableAmountAsAdjusted
Excess Distri Carryover Year1	12562	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	12562	TotalExcessDistriCarryover
Qualifying Distributions	200680	QualifyingDistributions
Applied To Current Year	200680	AppliedToCurrentYear
Excess Distri Cyov App CY Corpus	12562	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	12562	ExcessDistriCyovAppliedCY
Undistributed Income CY	30996	UndistributedIncomeCY

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	STUART D SAUNDERS 100 CONSTRUCTIVE	ContributingManager
Contributing Manager	MEREDITH S MASON 100 CONSTRUCTIVE O	ContributingManager
Contributing Manager	MISSION HEIGHTS ENTERPRISES LTD	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (33 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
JOSE AVILEA
C/O 7500 SAN FELIPE	HOUSTON	TX	77063	NONE	STUDENT	COLLEGE SCHOLARSHIP	$3,039
CATHY YBARRA
C/O 7500 SAN FELIPE	HOUSTON	TX	77063	NONE	STUDENT	COLLEGE SCHOLARSHIP	$7,861
CESAR GONZALEZ
C/O 7500 SAN FELIPE	HOUSTON	TX	77063	NONE	STUDENT	COLLEGE SCHOLARSHIP	$3,269
AURELIA CORTEZ
C/O 7500 SAN FELIPE	HOUSTON	TX	77063	NONE	STUDENT	COLLEGE SCHOLARSHIP	$7,763
LISSETH GARCIA
C/O 7500 SAN FELIPE	HOUSTON	TX	77063	NONE	STUDENT	COLLEGE SCHOLARSHIP	$2,432
COURTNEY STUART
C/O 7500 SAN FELIPE	HOUSTON	TX	77063	NONE	STUDENT	COLLEGE SCHOLARSHIP	$11,484
LIGHTHOUSE OF HOUSTON
3602 W DALLAS	HOUSTON	TX	77019	NONE	PUBLIC CHARI	PUBLIC CHARITY	$100
CHI OMEGA FOUNDATION
PO BOX 27543	HOUSTON	TX	77227	NONE	PUBLIC CHARI	PUBLIC CHARITY	$24,400
FIRST UNITED METHODIST CH
1101 DOHERTY	MISSION	TX	78572	NONE	CHURCH	RELIGION	$3,000
THE RISE SCHOOL
8080 NORTH STADIUM DR	HOUSTON	TX	77054	NONE	SCHOOL	EDUCATION	$10,000
HOUSTON PANHELLENIC FOUND
BOX 342 5868 A-1 WESTHEI	HOUSTON	TX	77057	NONE	UNIVERSITY	EDUCATION	$5,000
WBP
PO BOX 160522	AUSTIN	TX	78716	NONE	SCHOOL	EDUCATION	$2,000
THE CENTER FOUNDATION
3550 WEST DALLAS	HOUSTON	TX	77019	NONE	PUBLIC CHARI	MENTAL HEALTH	$500
THE 100 CLUB
5555 SAN FELIPE STE 520	HOUSTON	TX	77056	NONE	PUBLIC CHARI	PUBLIC CHARITY	$400
NORTH SHORE ROTARY CHARITABLE FDN
PO BOX 9635	HOUSTON	TX	77213	NONE	PUBLIC CHARI	EDUCATION	$1,800
HOUSTON HUMANE SOCIETY
14700 AMEDA RD	HOUSTON	TX	77053	NONE	PUBLIC CHARI	ANIMAL CARE	$100
HILLSDALE COLLEGE
33 EAST COLLEGE ST	HILLSDALE	MI	49242	NONE	UNIVERSITY	EDUCATION	$20,760
SCHREINER UNIVERSITY
2100 MEMORIAL BLVD	KERRVILLE	TX	78028	NONE	UNIVERSITY	EDUCATION	$62,294
DOCTORS WITHOUT BORDERS USA
PO BOX 5030	HAGERSTOWN	MD	21741	NONE	PUBLIC CHARI	HEALTH	$2,000
HOSPICE ALLIANCE
10220 PRAIRIE RIDGE BLVD	PLEASANT PRAIRIE	WI	53158	NONE	PUBLIC CHARI	HEALTH	$100
CHAPELWOOD UNITED METHODIST CHURCH
11140 GREENBAY ST	HOUSTON	TX	77024	NONE	CHURCH	RELIGION	$200
RICE UNIVERSITY
6100 MAIN ST	HOUSTON	TX	77251	NONE	UNIVERSITY	EDUCATION	$1,000
SPEER MEMORIAL LIBRARY
801 E 12TH ST	MISSION	TX	78572	NONE	LIBRARY	EDUCATION	$200
THE HOUSTON PARKS BOARD
300 N POST OAK LANE	HOUSTON	TX	77024	NONE	PUBLIC CHARI	CONSERVATION	$200
MEMORIAL PARK CONSERVANCY
3105 RICHMOND AVE STE 250	HOUSTON	TX	77098	NONE	PUBLIC CHARI	CONSERVATION	$100
AMERICAN CANCER SOCIETY
6301 RICHMOND AVE	HOUSTON	TX	77057	NONE	PUBLIC CHARI	HEALTH	$50
HLSR SCHOLARSHIP PROGRAMS
8334 FANNIN ST	HOUSTON	TX	77054	NONE	PUBLIC CHARI	EDUCATION	$1,000
FRIENDS OF THE TRAIL LIGHTS
2201 BARTON SPRINGS RD	AUSTIN	TX	78746	NONE	PUBLIC CHARI	CONSERVATION	$1,000
HOUSTON PREGNANCY HELP CENTER
743 SHOTWELL STE	HOUSTON	TX	77020	NONE	PUBLIC CHARI	HEALTH	$250
IMMANUEL LUTHERAN CHURCH
306 EAST 15TH ST	HOUSTON	TX	77008	NONE	CHURCH	RELIGION	$1,000
ROTARY FOUNDATION
1560 SHERMAN AVE	EVANSTON	IL	60201	NONE	PUBLIC CHARI	PUBLIC CHARITY	$100
THE POST OAK SCHOOL
4600 BISSONNET ST	BELLAIRE	TX	77401	NONE	PUBLIC CHARI	EDUCATION	$20,000
HOUSTON ZOO
6200 HERMANN PARK DR	HOUSTON	TX	77030	NONE	PUBLIC CHARI	EDUCATION	$100

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	193502	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$5,373	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$125,866	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$130,092	ExclusionAmount

Other Revenue Described OtherRevenueDescribed (4 entries)

DescriptionDescription	Exclusion CodeExclusionCode	ExclusionExclusionAmount	Business CodeBusinessCode	Unrelated Business IncomeUnrelatedBusinessIncomeAmount
NET RENTAL RE INCOME FROM K-1	16	$641
ORDIN BUSINES INCOME FROM K-1			211110	-$13,113
OTHER INCOME FROM K-1S			211110	-$165
ROUNDING	14	$1

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	-$13,278	UnrelatedBusinessIncomeAmount
Exclusion	$261,973	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	248695	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	INDIRECT ACCOUNTING FEES	Category
Amount	$7,269	Amount
Net Investment Income	4000	NetInvestmentIncome
Disbursements Charitable Prps	3269	DisbursementsCharitablePrps

Compensation Explanation CompensationExplanation

Compensation Compensation (4 entries)

FREDERIC M SAUNDERS
GAYLE D SAUNDERS
MEREDITH S MASON
STUART D SAUNDERS

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanation

Field	Value	IRS element (for citing)
Identifier	GENERAL ELECTIONS	Identifier
Explanation	YEAR ENDING: DECEMBER 31, 2012 76-0574880 SAUNDERS FOUNDATION SAUNDERS FOUNDATION 7500 SAN FELIPE HOUSTON, TX 77063 NOL CARRYBACK ELECTION UNDER IRC SECTION 172(B)(3), THE TAXPAYER ELECTS TO RELINQUISH THE ENTIRE CARRYBACK PERIOD WITH RESPECT TO ANY REGULAR TAX AND AMT NET OPERATING LOSS INCURRED DURING THE CURRENT TAX YEAR.	Explanation

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (4 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
UBS FINANCIAL SERVICES 52986	2358782	2358782
SALIENT TRUST 771700	391402	391402
INTERACTIVE BROKERS	1149246	1149246
CHILTON CAPITAL MANAGEMENT 007564	1163796	1163796

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (6 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue
STC REAL ESTATE PARTNERS	AT COST	94
EL PASO PIPELINE	AT COST	58727
ENTERPRISE PRODUCTS PARTNERS	AT COST	27858
KINDER MORGAN ENERGY PARTNERS	AT COST	22708
PLAINS ALL AMERICAN	AT COST	33824
MAGELLAN MIDSTREAM	AT COST	78297

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (3 entries)

Category Or ItemCategoryOrItem	Cost Or Other BasisCostOrOtherBasis	Accumulated DepreciationAccumulatedDepreciation	Book ValueBookValue
DELL COMPUTER	1432	1432
SOFTWARE	253	253
MACBOOKS COMPUTER	1934	774	1160

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	ARTWORK	Description
BOY Book Value	1161	BOYBookValue
EOY Book Value	1161	EOYBookValue

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (8 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
EXPENSES
BANK FEES	290	290
INVESTMENT FEES	6415	6415
INVESTMENT INTEREST EXPENSE P	41	41
INTANGIBLE DRILLING COSTS PER	325	325
2% PORTFOLIO DEDUCTIONS FROM	3952	3952
MISCELLANEOUS FEES	-2185	-2185
INVESTMENT DEPRECIATION	387	387

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (4 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
NET RENTAL RE INCOME FROM K-1	641	641
ORDIN BUSINES INCOME FROM K-1	-13113
OTHER INCOME FROM K-1S	-165
ROUNDING	1

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	FAIR MARKET VALUE ADJUSTMENTS	Description
Amount	$615,475	Amount

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShort

Name Of501c3 Organization NameOf501c3Organization

Field	Value	IRS element (for citing)
Business Name Line1	GEORGE THOMAS 502 FREEPORT	BusinessNameLine1

Field	Value	IRS element (for citing)
Balance Due	57874	BalanceDue

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome
FOREIGN TAXES PAID ON DIVIDEND I	$1,255	1255
INVESTMENT TAX	$19,848	19848

SAUNDERS FOUNDATION: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (19 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (33 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Other Revenue Described OtherRevenueDescribed (4 entries)

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Compensation Explanation CompensationExplanation

Compensation Compensation (4 entries)

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanation

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (4 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (6 entries)

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (3 entries)

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (8 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (4 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShort

Name Of501c3 Organization NameOf501c3Organization

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

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