SAUNDERS FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: SAUNDERS FOUNDATION (EIN 76-0574880)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-11-14
IRS object ID: 201223209349100102
Schema version: 2011v1.2
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
Investments Corp Stock Schedule
Investments Other Schedule2
Land Etc Schedule2
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Notes Loans Rcvbl Short Sch2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-11-14T16:41:40-06:00	Timestamp
Tax Period End Date	2011-12-31	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	2011-01-01	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	2012-06-14	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JEAN M CALLOWAY	Name
Phone	7134684133	Phone
Date Prepared	2012-11-13	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	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	4584656	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	10247	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	10247	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	106690	DividendsRevAndExpnss
Dividends Net Invst Incm	106690	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	1017589	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	1261936	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	1017589	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	-11509	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	4098	OtherIncomeNetInvstIncm
Total Revenue And Expenses	1123017	TotalRevenueAndExpenses
Total Net Investment Income	1138624	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	1778	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	1000	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	778	AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss	62	TaxesRevAndExpnss
Taxes Net Invst Incm	62	TaxesNetInvstIncm
Trav Conf Meeting Rev And Expnss	5808	TravConfMeetingRevAndExpnss
Trav Conf Meeting Dsbrs Chrtbl Prps	5808	TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss	8487	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	8487	OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss	16135	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	9549	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	6586	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	245851	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	245851	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	261986	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	9549	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	252437	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	861031	ExcessOfRevenueOverExpenses
Net Investment Income	1129075	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	117116	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	147429	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	147429	SavingsAndTempCashInvstEOYFMV
Other Notes And Loans Receivable	68795	OtherNotesAndLoansReceivable
Other Notes And Loans Rcvbl BOY	78854	OtherNotesAndLoansRcvblBOY
Other Notes And Loans Rcvbl EOY	68795	OtherNotesAndLoansRcvblEOY
Other Notes And Loans Rcvbl EOYFMV	68795	OtherNotesAndLoansRcvblEOYFMV
Investments Corp Stock BOY	4467354	InvestmentsCorpStockBOY
Investments Corp Stock EOY	4105666	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	4105666	InvestmentsCorpStockEOYFMV
Investments Other BOY	38292	InvestmentsOtherBOY
Investments Other EOY	260058	InvestmentsOtherEOY
Investments Other EOYFMV	260058	InvestmentsOtherEOYFMV
Land Building And Equipment Basis	3619	LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip	2072	AccumDeprecLandBldgAndEquip
Land Building And Equipment EOY	1547	LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV	1547	LandBuildingAndEquipmentEOYFMV
Other Assets BOY	1161	OtherAssetsBOY
Other Assets EOY	1161	OtherAssetsEOY
Other Assets EOYFMV	1161	OtherAssetsEOYFMV
Total Assets BOY	4702777	TotalAssetsBOY
Total Assets EOY	4584656	TotalAssetsEOY
Total Assets EOYFMV	4584656	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	4702777	RetainedEarningsBOY
Retained Earnings EOY	4584656	RetainedEarningsEOY
Total Net Assets BOY	4702777	TotalNetAssetsBOY
Total Net Assets EOY	4584656	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	4702777	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	4584656	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	4702777	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	861031	ExcessOfRevenueOverExpenses
Subtotal	5563808	Subtotal
Other Decreases	979152	OtherDecreases
Total Net Assets Fund Balances EOY	4584656	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (22 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
500 WELLS FARGO JAN 2011 CALLS	P	2010-10-06	2011-01-20	157935	96366	61569	61569
300 SH CAMPUS CREST COMMUNITIES	P	2010-10-18	2011-04-20	3325	3810	-485	-485
34500 SH WELLS FARGO	D	1996-12-15	2011-01-21	859265	7618	851647	851647
300 SH CAMPUS CREST COMMUNITIES	P	2010-10-21	2011-04-20	3325	3787	-462	-462
2500 SH WELLS FARGO	D	1996-12-15	2011-01-20	62153	552	61601	61601
700 SH CAMPUS CREST COMMUNITIES	P	2010-10-27	2011-04-20	7759	8827	-1068	-1068
500 SH STARWOOD PROPERTY TRUST	P	2009-08-11	2011-08-16	9447	10000	-553	-553
100 SH CAMPUS CREST COMMUNITIES	P	2010-11-11	2011-04-20	1108	1236	-128	-128
400 SH STARWOOD PROPERTY TRUST	P	2009-08-20	2011-08-16	7558	7941	-383	-383
1000 SH LIBERTY PPTY TR	P	2010-10-12	2011-04-06	33094	32860	234	234
200 SH STARWOOD PROPERTY TRUST	P	2009-08-25	2011-08-16	3779	4007	-228	-228
1000 SH OMEGA HEALTHCARE INVESTORS	P	2010-03-31	2011-01-25	21965	19798	2167	2167
100 SH STARWOOD PROPERTY TRUST	P	2009-08-20	2011-10-04	1607	1985	-378	-378
0.94 SH VENTAS INC	P	2009-09-24	2011-07-21	52	36	16	16
100 SH STARWOOD PROPERTY TRUST	P	2009-09-10	2011-10-04	1607	1979	-372	-372
200 SH STARWOOD PROPERY TRUST	P	2009-09-22	2011-10-04	3213	3966	-753	-753
300 SH STARWOOD PROPERTY TRUST	P	2010-05-05	2011-10-04	4820	5634	-814	-814
200 SH STARWOOD PROPERTY TRUST	P	2010-09-02	2011-10-04	3213	3840	-627	-627
100 SH STARWOOD PROPERTY TRUST	P	2010-12-09	2011-10-04	1607	1973	-366	-366
100 SH DIGITAL REALTY TRUST	P	2011-01-26	2011-10-27	6180	5327	853	853
500 SH HCP INC	P	2010-02-04	2011-11-02	19416	14055	5361	5361
700 SH CAMPUS CREST COMMUNITIES	P	2010-10-13	2011-04-20	7759	8750	-991	-991

Field	Value	IRS element (for citing)
Capital Gain Net Income	1017589	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	61323	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	167603	QualifyingDistributionsYear1
Noncharitable Assets Year1	4002993	NoncharitableAssetsYear1
Distribution Ratio Year1	0.041869	DistributionRatioYear1
Qualifying Distributions Year2	164949	QualifyingDistributionsYear2
Noncharitable Assets Year2	3319562	NoncharitableAssetsYear2
Distribution Ratio Year2	0.049690	DistributionRatioYear2
Qualifying Distributions Year3	197292	QualifyingDistributionsYear3
Noncharitable Assets Year3	3581831	NoncharitableAssetsYear3
Distribution Ratio Year3	0.055081	DistributionRatioYear3
Qualifying Distributions Year4	73805	QualifyingDistributionsYear4
Noncharitable Assets Year4	3693274	NoncharitableAssetsYear4
Distribution Ratio Year4	0.019984	DistributionRatioYear4
Qualifying Distributions Year5	70246	QualifyingDistributionsYear5
Noncharitable Assets Year5	2934599	NoncharitableAssetsYear5
Distribution Ratio Year5	0.023937	DistributionRatioYear5
Total Distribution Ratio	0.190561	TotalDistributionRatio
Average Distribution Ratio	0.038112	AverageDistributionRatio
Net Noncharitable Assets	4824602	NetNoncharitableAssets
Adjusted Noncharitable Assets	183875	AdjustedNoncharitableAssets
One Percent Net Investment Income	11291	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	195166	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	252437	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	11291	InvestmentIncomeExciseTax
Subtotal	11291	Subtotal
Tax Based On Investment Income	11291	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	3102	EstTaxPaymentsAndOverpayment
Total Credits And Payments	3102	TotalCreditsAndPayments
Tax Due	8189	TaxDue
Amount Credited To Next Year	0	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

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	4043779	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	517635	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	336659	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	4898073	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	4898073	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	73471	CashDeemedCharitable
Net Noncharitable Assets	4824602	NetNoncharitableAssets
Minimum Investment Return	241230	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	241230	MinimumInvestmentReturn
Tax Based On Investment Income	11291	TaxBasedOnInvestmentIncome
Total Tax	11291	TotalTax
Distributable Amount Before Adj	229939	DistributableAmountBeforeAdj
Distributable Amount Before Ded	229939	DistributableAmountBeforeDed
Distributable Amount As Adjusted	229939	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	252437	ExpensesAndContributions
Qualifying Distributions	252437	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	11291	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	241146	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	229939	DistributableAmountAsAdjusted
Undistributed Income Prior Year	9936	UndistributedIncomePriorYear
Qualifying Distributions	252437	QualifyingDistributions
Applied To Year1	9936	AppliedToYear1
Applied To Current Year	229939	AppliedToCurrentYear
Remaining Distri From Corpus	12562	RemainingDistriFromCorpus
Total Corpus	12562	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	12562	ExcessDistriCyovToNextYear
Excess From Current Year	12562	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (43 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
AMY FLORES
C/O 7500 SAN FELIPE	HOUSTON	TX	77063	NONE	STUDENT	COLLEGE SCHOLARSHIP	$8,298
CESAR GONZALEZ
C/O 7500 SAN FELIPE	HOUSTON	TX	77063	NONE	STUDENT	COLLEGE SCHOLARSHIP	$1,181
AURELIA CORTEZ
C/O 7500 SAN FELIPE	HOUSTON	TX	77063	NONE	STUDENT	COLLEGE SCHOLARSHIP	$6,484
LISSETH GARCIA
C/O 7500 SAN FELIPE	HOUSTON	TX	77063	NONE	STUDENT	COLLEGE SCHOLARSHIP	$18,166
COURTNEY STUART
C/O 7500 SAN FELIPE	HOUSTON	TX	77063	NONE	STUDENT	COLLEGE SCHOLARSHIP	$12,699
LIGHTHOUSE OF HOUSTON
3602 W DALLAS	HOUSTON	TX	77019	NONE	PUBLIC CHARI	PUBLIC CHARITY	$5,000
CHI OMEGA FOUNDATION
PO BOX 27543	HOUSTON	TX	77227	NONE	PUBLIC CHARI	PUBLIC CHARITY	$9,618
FIRST UNITED METHODIST CH
1101 DOHERTY	MISSION	TX	78572	NONE	CHURCH	RELIGION	$4,500
EANES ELEMENTARY PTO
4101 BEES CAVES RD	AUSTIN	TX	78746	NONE	SCHOOL	EDUCATION	$5,000
INSTITUTE OF SHIPBOARD ED
811 WILLIAM PITT UNION U	PITTSBURG	PA	15260	NONE	SCHOOL	EDUCATION	$50,000
THE RISE SCHOOL
8080 NORTH STADIUM DR	HOUSTON	TX	77054	NONE	SCHOOL	EDUCATION	$40,000
EAST WACO GREENWOOD CEMET
PO BOX 154115	WACO	TX	76715	NONE	PUBLIC CHARI	PUBLIC CHARITY	$1,000
HOUSTON PANHELLENIC FOUND
BOX 342 5868 A-1 WESTHEI	HOUSTON	TX	77057	NONE	UNIVERSITY	EDUCATION	$3,500
HOUSTON HEIGHTS ASSOCIATI
PO BOX 70735	HOUSTON	TX	77270	NONE	PUBLIC CHARI	COMMUNITY DEVELOPMENT	$25,000
WBP
PO BOX 160522	AUSTIN	TX	78716	NONE	SCHOOL	EDUCATION	$1,000
THE CENTER FOUNDATION
3550 WEST DALLAS	HOUSTON	TX	77019	NONE	PUBLIC CHARI	MENTAL HEALTH	$5,000
JOY2THEWORLD
14504 BRIAR FOREST DR	HOUSTON	TX	77077	NONE	PUBLIC CHARI	MICRO-FINANCE PROJECTS	$100
MD ANDERSON
PO BOX 301439	HOUSTON	TX	77230	NONE	HOSPITAL	CANCER RESEARCH & TREATMENT	$3,500
FAITHFUL FATHERING INITIATIVE
PO BOX 1702	HOUSTON	TX	77487	NONE	PUBLIC CHARI	COMMUNITY DEVELOPMENT	$500
THE 100 CLUB
5555 SAN FELIPE STE 520	HOUSTON	TX	77056	NONE	PUBLIC CHARI	PUBLIC CHARITY	$200
NORTH SHORE ROTARY CHARITABLE FDN
PO BOX 9635	HOUSTON	TX	77213	NONE	PUBLIC CHARI	EDUCATION	$4,200
BAYTOWN ROTARY CLUB
PO BOX 128	BAYTOWN	TX	77522	NONE	PUBLIC CHARI	EDUCATION	$100
SUSAN G KOMEN FOUNDATION
5005 LBJ FREEWAY STE 250	DALLAS	TX	75244	NONE	PUBLIC CHARI	CANCER RESEARCH & TREATMENT	$100
SUMMIT INTERNATIONAL PREP SCHOOL
1100 ROOSEVELT	ARLINGTON	TX	76011	NONE	SCHOOL	EDUCATION	$45
THE ASSISTANCE LEAGUE OF CONROE
126 NORTH SAN JACINTO ST	CONROE	TX	77301	NONE	PUBLIC CHARI	PUBLIC CHARITY	$500
THE CHILDRENS FUND
PO BOX 56303	HOUSTON	TX	77256	NONE	PUBLIC CHARI	COMMUNITY DEVELOPMENT	$500
YOUNG LIFE
900 TOWN AND COUNTRY LANE	HOUSTON	TX	77024	NONE	PUBLIC CHARI	MINISTRY	$250
HOUSTON HUMANE SOCIETY
14700 AMEDA RD	HOUSTON	TX	77053	NONE	PUBLIC CHARI	ANIMAL CARE	$200
GIRL SCOUTS OF SAN JACINTO COUNCIL
3110 SOUTHWEST FWY	HOUSTON	TX	77098	NONE	PUBLIC CHARI	EDUCATION	$500
HILLSDALE COLLEGE
33 EAST COLLEGE ST	HILLSDALE	MI	49242	NONE	UNIVERSITY	EDUCATION	$19,960
DRUG POLICY ALLIANCE
131 W 33RD ST 15TH FLOOR	NEW YORK	NY	10001	NONE	PUBLIC CHARI	EDUCATION	$100
AMERICAN JUNIOR GOLF ASSOCIATION
1980 SPORTS CLUB DR	BRASELTON	GA	30517	NONE	PUBLIC CHARI	EDUCATION	$100
UT COLLEGE OF MEDICINE
7000 FANNIN ST STE 150	HOUSTON	TX	77030	NONE	UNIVERSITY	EDUCATION	$100
CONGREGATION OF EMANU EL
1500 SUNSET BLVD	HOUSTON	TX	77005	NONE	CHURCH	RELIGION	$100
ELKINS HIGH SCHOOL
7007 KNIGHTS COURT	MISSOURI CITY	TX	77459	NONE	SCHOOL	EDUCATION	$50
LAKE CONROE ASSOCIATION
PO BOX 376	WILLIS	TX	77378	NONE	PUBLIC CHARI	COMMUNITY DEVELOPMENT	$100
SCHREINER UNIVERSITY
2100 MEMORIAL BLVD	KERRVILLE	TX	78028	NONE	UNIVERSITY	EDUCATION	$5,000
MAKE A WISH FOUNDATION
4742 N 24TH ST STE 400	PHOENIX	AZ	85016	NONE	PUBLIC CHARI	HEALTH	$2,000
DOCTORS WITHOUT BORDERS USA
PO BOX 5030	HAGERSTOWN	MD	21741	NONE	PUBLIC CHARI	HEALTH	$2,000
CRIME STOPPERS OF HOUSTON
3001 MAIN ST STE 2	HOUSTON	TX	77002	NONE	PUBLIC CHARI	COMMUNITY DEVELOPMENT	$5,000
CYSTIC FIBROSIS FOUNDATION
50 BRIAR HOLLOW LN 310	HOUSTON	TX	77027	NONE	PUBLIC CHARI	MEDICAL RESEARCH	$2,000
HOSPICE ALLIANCE
10220 PRAIRIE RIDGE BLVD	PLEASANT PRAIRIE	WI	53158	NONE	PUBLIC CHARI	HEALTH	$1,000
MEMORIAL ASSISTANCE MINISTRIES
1625 BLALOCK RD	HOUSTON	TX	77080	NONE	PUBLIC CHARI	RELIGION	$1,200

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	245851	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	$10,247	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$106,690	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$1,017,589	ExclusionAmount

Other Revenue Described OtherRevenueDescribed (3 entries)

DescriptionDescription	Exclusion CodeExclusionCode	ExclusionExclusionAmount	Business CodeBusinessCode	Unrelated Business IncomeUnrelatedBusinessIncomeAmount
NET RENTAL RE INCOME FROM K-1	16	$4,093
ORDIN BUSINES INCOME FROM K-1			211110	-$15,607
ROUNDING	14	$5

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	-$15,607	UnrelatedBusinessIncomeAmount
Exclusion	$1,138,624	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	1123017	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	$1,778	Amount
Net Investment Income	1000	NetInvestmentIncome
Disbursements Charitable Prps	778	DisbursementsCharitablePrps

Compensation Explanation CompensationExplanation

Compensation Compensation (4 entries)

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (4 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
UBS FINANCIAL SERVICES 52986	1579701	1579701
SALIENT TRUST 771700	376434	376434
INTERACTIVE BROKERS	1203682	1203682
CHILTON CAPITAL MANAGEMENT 007564	945849	945849

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (6 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
STC REAL ESTATE PARTNERS	AT COST	4887	4887
EL PASO PIPELINE	AT COST	64467	64467
ENTERPRISE PRODUCTS PARTNERS	AT COST	34665	34665
KINDER MORGAN ENERGY PARTNERS	AT COST	33164	33164
PLAINS ALL AMERICAN	AT COST	37496	37496
MAGELLAN MIDSTREAM	AT COST	85379	85379

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (3 entries)

Category Or ItemCategoryOrItem	Cost Or Other BasisCostOrOtherBasis	Accumulated DepreciationAccumulatedDepreciation	Book ValueBookValue	EOYFMVEOYFMV
DELL COMPUTER	1432	1432
SOFTWARE	253	253
MACBOOKS COMPUTER	1934	387	1547	1547

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
EOYFMV	1161	EOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	FAIR MARKET VALUE ADJUSTMENTS	Description
Amount	$979,152	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (6 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
EXPENSES
INVESTMENT FEES	5169	5169
INVESTMENT INTEREST EXPENSE P	27	27
INTANGIBLE DRILLING COSTS PER	158	158
MISCELLANEOUS FEES	2746	2746
INVESTMENT DEPRECIATION	387	387

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (3 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
NET RENTAL RE INCOME FROM K-1	4093	4093
ORDIN BUSINES INCOME FROM K-1	-15607
ROUNDING	5	5

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	68795	BalanceDue

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES PAID ON DIVIDEND I	Category
Amount	$62	Amount
Net Investment Income	62	NetInvestmentIncome

SAUNDERS FOUNDATION: Form 990PF, tax year 2011

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 (22 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 (43 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 (3 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)

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 Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (6 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (3 entries)

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShort

Name Of501c3 Organization NameOf501c3Organization

Taxes Schedule TaxesSchedule

Taxes Taxes

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