SAHM FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: SAHM FAMILY FOUNDATION (EIN 33-0753690)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-11-15
IRS object ID: 201333199349101103
Schema version: 2012v2.1
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
Form 990-PF
Schedule B
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Legal Fees Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-11-15T10:24:46-06:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	330885895	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LINDSAY & BROWNELL LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	4225 EXECUTIVE SQUARE SUITE 1150	AddressLine1
City	LA JOLLA	City
State	CA	State
ZIP Code	92037	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	330753690	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	SAHM FAMILY FOUNDATION	BusinessNameLine1
Business Name Line2	C/O MCKENNA LONG & ALDRIDGE LLP	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	SAHM	NameControl
Phone	8587564410	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 2329	AddressLine1
City	RANCHO SANTA FE	City
State	CA	State
ZIP Code	920672329	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JAMES M COWLEY	Name
Title	DIRECTOR	Title
Phone	8587564410	Phone
Date Signed	2013-11-14	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	MARY H MCGROARTY	Name
PTIN	P00735101	PTIN
Phone	8585589200	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	2359568	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	1000000	ContriReceivedRevAndExpnss
Dividends Rev And Expnss	38173	DividendsRevAndExpnss
Dividends Net Invst Incm	38173	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	5017	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	263936	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	5017	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	1043190	TotalRevenueAndExpenses
Total Net Investment Income	43190	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	33600	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	11200	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	22400	CompOfcrDirTrstDsbrsChrtblPrps
Legal Fees Rev And Expnss	5207	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	1041	LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps	4166	LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss	4600	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	2300	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	2300	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	15799	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	15799	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	1556	TaxesRevAndExpnss
Taxes Net Invst Incm	56	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	4561	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	0	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	4561	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	65323	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	30396	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	33427	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	82000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	82000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	147323	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	30396	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	115427	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	895867	ExcessOfRevenueOverExpenses
Net Investment Income	12794	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	32149	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	1041373	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	1041373	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	933505	InvestmentsCorpStockBOY
Investments Corp Stock EOY	825352	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	862625	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	445465	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	440261	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	455570	InvestmentsCorpBondsEOYFMV
Total Assets BOY	1411119	TotalAssetsBOY
Total Assets EOY	2306986	TotalAssetsEOY
Total Assets EOYFMV	2359568	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	1411119	UnrestrictedBOY
Unrestricted EOY	2306986	UnrestrictedEOY
Total Net Assets BOY	1411119	TotalNetAssetsBOY
Total Net Assets EOY	2306986	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	1411119	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	2306986	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	1411119	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	895867	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	2306986	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	2306986	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 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
PUBLICLY TRADED SECURITIES	P	1999-06-14	2012-12-27	263231	258919	4312	4312
CLASS ACTION PROCEEDS	P	2001-08-24	2012-12-13	28		28	28
CAPITAL GAINS DIVIDENDS	P			677		677	677

Field	Value	IRS element (for citing)
Capital Gain Net Income	5017	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	139897	QualifyingDistributionsYear1
Noncharitable Assets Year1	1112317	NoncharitableAssetsYear1
Distribution Ratio Year1	0.125771	DistributionRatioYear1
Qualifying Distributions Year2	138624	QualifyingDistributionsYear2
Noncharitable Assets Year2	1536588	NoncharitableAssetsYear2
Distribution Ratio Year2	0.090215	DistributionRatioYear2
Qualifying Distributions Year3	205292	QualifyingDistributionsYear3
Noncharitable Assets Year3	1460147	NoncharitableAssetsYear3
Distribution Ratio Year3	0.140597	DistributionRatioYear3
Qualifying Distributions Year4	146056	QualifyingDistributionsYear4
Noncharitable Assets Year4	1894440	NoncharitableAssetsYear4
Distribution Ratio Year4	0.077097	DistributionRatioYear4
Qualifying Distributions Year5	151835	QualifyingDistributionsYear5
Noncharitable Assets Year5	2273269	NoncharitableAssetsYear5
Distribution Ratio Year5	0.066791	DistributionRatioYear5
Total Distribution Ratio	0.500471	TotalDistributionRatio
Average Distribution Ratio	0.100094	AverageDistributionRatio
Net Noncharitable Assets	1463622	NetNoncharitableAssets
Adjusted Noncharitable Assets	146500	AdjustedNoncharitableAssets
One Percent Net Investment Income	128	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	146628	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	115427	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	256	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	256	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	256	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	2019	EstTaxPaymentsAndOverpayment
Total Credits And Payments	2019	TotalCreditsAndPayments
Overpayment	1763	Overpayment
Amount Credited To Next Year	1763	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	CA	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	LINDSAY BROWNELL LLP	BooksInCareOfPersonName
Books In Care Of Phone Number	8585589200	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	4225 EXECUTIVE SQ STE 1150	AddressLine1
City	LA JOLLA	City
State	CA	State
ZIP Code	92037	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	1	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	0	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 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
DAVID A EBERSHOFF
PO BOX 2329	RANCHO SANTA FE	CA	92067	DIRECTOR	1.00	10400	0	0
JAMES COWLEY
PO BOX 2329	RANCHO SANTA FE	CA	92067	DIRECTOR	1.00	10400	0	0
CHRISTOPHER SAHM
PO BOX 2329	RANCHO SANTA FE	CA	92067	DIRECTOR	1.00	10400	0	0
RAMONA SAHM
PO BOX 2329	RANCHO SANTA FE	CA	92067	DIRECTOR	0.50	0	0	0
LINDA GUINN
PO BOX 2329	RANCHO SANTA FE	CA	92067	DIRECTOR	1.00	2400	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	1365054	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	120857	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	1485911	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	1485911	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	22289	CashDeemedCharitable
Net Noncharitable Assets	1463622	NetNoncharitableAssets
Minimum Investment Return	73181	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	73181	MinimumInvestmentReturn
Tax Based On Investment Income	256	TaxBasedOnInvestmentIncome
Total Tax	256	TotalTax
Distributable Amount Before Adj	72925	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	72925	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	72925	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	115427	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	115427	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	115427	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	72925	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	41130	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	51973	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	132519	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	62227	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	86147	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	373996	TotalExcessDistriCarryover
Qualifying Distributions	115427	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	72925	AppliedToCurrentYear
Remaining Distri From Corpus	42502	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	416498	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	41130	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	375368	ExcessDistriCyovToNextYear
Excess From Year4	51973	ExcessFromYear4
Excess From Year3	132519	ExcessFromYear3
Excess From Year2	62227	ExcessFromYear2
Excess From Year1	86147	ExcessFromYear1
Excess From Current Year	42502	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	RAMONA SAHM	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
CEDAR SPRINGS WALDORF SCHOOL
6029 GOLD MEADOWS ROAD	PLACERVILLE	CA	95667	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$15,000
MEALS ON WHEELS
203 S UNION ST	ALEXANDRIA	VA	22314	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$10,000
YMCA OF SAN DIEGO COUNTY
4715 VIEWRIDGE AVE STE 100	SAN DIEGO	CA	92123	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$10,000
PRO KIDS GOLF ACADEMY
4085 52ND STREET	SAN DIEGO	CA	92105	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$12,000
VOICES FOR CHILDREN
2851 MEADOW LARK DRIVE	SAN DIEGO	CA	92123	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$10,000
CHILDREN OF THE NIGHT
14530 SYLVAN STREET	VAN NUYS	CA	91411	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$10,000
THE SAN DIEGO FOUNDATION TEACHER'S FUND
2508 HISTORIC DECATUR RD STE 200	SAN DIEGO	CA	92106	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$10,000
GRAND PERFORMANCES
350 S GRAND AVE STE A-4	LOS ANGELES	CA	90071	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$5,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	82000	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$38,173	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$5,017	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$43,190	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	43190	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	RAMONA SAHM	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1516	AddressLine1
City	RANCHO SANTA FE	City
State	CA	State
ZIP Code	92067	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	1000000	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$4,600	Amount
Net Investment Income	2300	NetInvestmentIncome
Disbursements Charitable Prps	2300	DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Field	Value	IRS element (for citing)
EOY Book Value	440261	EOYBookValue
EOYFMV	455570	EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
EOY Book Value	825352	EOYBookValue
EOYFMV	862625	EOYFMV

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	LEGAL FEES	Category
Amount	$5,207	Amount
Net Investment Income	1041	NetInvestmentIncome
Disbursements Charitable Prps	4166	DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps
INSURANCE	3793	3793
BANK FEES	45	45
MISCELLANEOUS EXPENSE	663	663
FILING FEES	60	60

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	Category
Amount	$15,799	Amount
Net Investment Income	15799	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
FEDERAL EXCISE TAX	$1,500	0	0
FOREIGN TAXES	$56	56	0

SAHM FAMILY 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 (3 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 (5 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 (8 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Address US ContributorAddressUS

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

Comments