SANGER FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SANGER FAMILY FOUNDATION (EIN 46-3524352)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-10
- IRS object ID
- 202401319349102285
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-10T14:03:55-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942186350 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALEGARI & MORRIS ACCOUNTANTS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 CALIFORNIA ST 3RD FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463524352 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SANGER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | JOHN SANGER TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANG | BusinessNameControlTxt |
| Phone | 4156939300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 WASHINGTON STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN M SANGER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4156939300 | PhoneNum |
| Signature | 2024-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | SANGER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE WILLEMSEN | PreparerPersonNm |
| PTIN | P00394902 | PTIN |
| Phone | 4159818766 | PhoneNum |
| Preparation | 2024-05-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $972,799 | 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 | $176,950 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $19,374 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,374 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,767 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $275,043 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,767 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $225,091 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,141 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,015 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,508 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,507 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $7 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $7 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $113 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $38 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $75 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,874 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,874 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,009 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,427 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,582 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $276,360 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $275,496 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $289,369 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,427 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $278,078 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$64,278 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,714 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $187,467 | CashBOYAmt |
| Cash EOY | $159,213 | CashEOYAmt |
| Cash EOYFMV | $159,213 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $6,198 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $6,198 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $6,198 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $6,198 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $165,075 | CorporateStockBOYAmt |
| Corporate Stock EOY | $106,046 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $113,633 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $671,750 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $693,755 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $693,755 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,030,490 | TotalAssetsBOYAmt |
| Total Assets EOY | $965,212 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $972,799 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $1,000 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $1,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $235,259 | CapitalStockBOYAmt |
| Capital Stock EOY | $235,259 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $794,231 | RetainedEarningBOYAmt |
| Retained Earning EOY | $729,953 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,029,490 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $965,212 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,030,490 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $965,212 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,029,490 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$64,278 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $965,212 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $965,212 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| FIRST REPUBLIC BANK | 2023-03-13 | 2023-06-20 | $573 | $47,005 | -$46,432 | -$46,432 | |
| APPLE INC | 2022-12-23 | 2023-06-22 | $93,499 | $65,000 | $28,499 | $28,499 | |
| VANGUARD BALANCED INDEX ADM | 2022-04-08 | 2023-12-08 | $100,000 | $94,225 | $5,775 | $5,775 | |
| SCHWAB VALUE ADVANTAGE | 2023-12-07 | $40,046 | $40,046 | $0 | $0 | ||
| WESTERLY PARTNERS LP | $37,082 | $37,082 | $37,082 | P | |||
| MENLO EQUITIES ABSOLUTE RETURN FUND LP | $886 | $886 | $886 | P | |||
| CAPITAL GAINS DIVIDENDS | $2,957 | $2,957 | $2,957 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,767 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $524 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $524 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $524 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,018 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,018 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $494 | OverpaymentAmt |
| Applied To ES Tax | $494 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 | Yes (1) | 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 M SANGER | IndividualWithBooksNm |
| Phone | 4156939300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 WASHINGTON STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN M SANGER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 WASHINGTON STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $217,601 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $108,771 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $693,755 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,020,127 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,020,127 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,302 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,004,825 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,241 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,241 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $524 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $524 | TotalTaxAmt |
| Distributable Before Adj | $49,717 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $49,717 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $49,717 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $278,078 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $278,078 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,717 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $82,482 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $185,258 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $267,740 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $278,078 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,717 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $228,361 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $496,101 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $496,101 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $82,482 | ExcessFromYear2Amt |
| Excess From Year1 | $185,258 | ExcessFromYear1Amt |
| Excess From Current Year | $228,361 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN M SANGER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN SANGER TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 WASHINGTON STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4156939300 | RecipientPhoneNum |
| Recipient Email Address | SANGER@SANGERINC.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | NO PRESCRIBED FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACRO-SPORTS | |||||||
| 639 FREDERICK ST | SAN FRANCISCO | CA | 94117 | N/A | PC | GENERAL SUPPORT | $1,000 |
| AMERICAN ASSOCIATES OF THE NATIONAL THEATRE | |||||||
| 600 FIFTH AVE 2ND FL | NEW YORK | NY | 10020 | N/A | PC | GENERAL SUPPORT | $2,582 |
| AMERICAN INDEPENDENT FOUNDATION | |||||||
| 800 MAINE AVE SW SU 500 | WASHINGTON | DC | 20024 | N/A | PC | GENERAL SUPPORT | $20,000 |
| CHINESE AMERICAN INTERNATIONAL SCHOOL | |||||||
| 150 OAK STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | CAMPAIGN FOR CAIS | $50,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | N/A | PC | GENERAL SUPPORT | $2,000 |
| DRESHER FOUNDATION | |||||||
| 4940 CAMPBELL BLVD SUITE 110 | BALTIMORE | MD | 21236 | N/A | PC | GENERAL SUPPORT | $1,000 |
| FINE ARTS MUSEUM FOUNDATION | |||||||
| 50 HAGIWARA TEA GARDEN DR | SAN FRANCISCO | CA | 94118 | N/A | PC | GENERAL SUPPORT | $229 |
| FOR SITE FOUNDATION | |||||||
| 2 MARINA BLVD BLDG C | SF | CA | 94123 | N/A | PC | 20TH ANNIVERSARY YEAR | $1,000 |
| FORT MASON CENTER | |||||||
| 2 MARINA BLVD | SF | CA | 94123 | N/A | PC | ART PROGRAM | $1,000 |
| FRIENDS OF MVY RADIO | |||||||
| PO BOX 1420 | WEST TISBURY | MA | 02575 | N/A | PC | GENERAL SUPPORT | $1,000 |
| FUF | |||||||
| 1007 GENERAL KENNEDY AVE SU 1 | SF | CA | 94129 | N/A | PC | GENERAL SUPPORT | $2,500 |
| GRABHORN INSTITUTE | |||||||
| 1802 HAYS ST THE PRESIDIO | SAN FRANCISCO | CA | 94129 | N/A | PC | CAPITAL CAMPAIGN PLEDGE | $50,000 |
| HARVARD | |||||||
| 124 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | N/A | PC | GRADUATE SCHOOL OF DESIGN, LAW SCHOOL | $15,500 |
| JOHN BURTON ADVOCATES FOR YOUTH | |||||||
| 235 MONTGOMERY ST SU 1142 | SAN FRANCISCO | CA | 94104 | N/A | PC | GENERAL SUPPORT | $1,000 |
| LARKIN STREET YOUTH SERVICES | |||||||
| 134 GOLDEN GATE AVE | SF | CA | 94102 | N/A | PC | CREATE A CONTINUUM OF SERVICES THAT INSPIRES YOUTH TO MOVE BEYOND THE STREET | $1,000 |
| MEDIA MATTERS | |||||||
| PO BOX 52155 | WASHINGTON | DC | 20091 | N/A | PC | GENERAL SUPPORT | $5,000 |
| MT TAMALPIAS COLLEGE | |||||||
| PO BOX 492 | SAN QUENTIN | CA | 94964 | N/A | PC | GENERAL SUPPORT | $5,000 |
| NORTH BEACH CITIZENS | |||||||
| 1034 KEARNY ST | SAN FRANCISCO | CA | 94133 | N/A | PC | GENERAL SUPPORT | $2,500 |
| OAKLAND GENESIS | |||||||
| 4445 DAVENPORT AVENUE | OAKLAND | CA | 94619 | N/A | PC | GENERAL SUPPORT | $4,000 |
| ROXIE | |||||||
| 3125 16TH STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | GENERAL SUPPORT | $1,250 |
| SAFE AND SOUND | |||||||
| 1757 WALLER STREET | SAN FRANCISCO | CA | 94117 | N/A | PC | CHAMPION FOR THE CHILDREN OF SAN FRANCISCO | $1,000 |
| SF ARTS ALUMNI | |||||||
| 3019 OCEAN PARK BLVD 123 | SANTA MONICA | CA | 90405 | N/A | PC | GENERAL SUPPORT | $5,000 |
| SF ARTS EDUCATION | |||||||
| 135 VAN NESS AVE 110 | SAN FRANCISCO | CA | 94102 | N/A | PC | CHILDREN AND ARTISTS IN PUBLIC SCHOOLS | $2,000 |
| SFCM | |||||||
| 50 OAK STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | GENERAL SUPPORT | $4,000 |
| SF CHAMBER ORCHESTRA | |||||||
| 601 VAN NESS AVE SUITE E-517 | SAN FRANCISCO | CA | 94102 | N/A | PC | GENERAL SUPPORT | $1,000 |
| SF EXPLORATORIUM | |||||||
| PIER 17 SUITE 100 | SAN FRANCISCO | CA | 94111 | N/A | PC | GENERAL SUPPORT | $299 |
| SF FOOD BANK | |||||||
| 900 PENNSYLVANIA | SAN FRANCISCO | CA | 94103 | N/A | PC | END HUNGER | $2,500 |
| SF GIRLS CHORUS | |||||||
| 44 PAGE ST SU 200 | SAN FRANCISCO | CA | 94102 | N/A | PC | GENERAL SUPPORT | $2,500 |
| SF JAZZ | |||||||
| 201 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | GENERAL SUPPORT | $5,000 |
| SF MOMA | |||||||
| 151 THIRD ST | SAN FRANCISCO | CA | 94103 | N/A | PC | YAYOI KUSAMA EXHIBITION | $25,000 |
| SF PARKS ALLIANCE | |||||||
| 1074 FOLSOM ST | SAN FRANCISCO | CA | 94103 | N/A | PC | SAFE AND BEAUTIFUL PUBLIC SPACES | $1,000 |
| SF PERFORMANCE | |||||||
| 500 SUTTER STREET SUITE 710 | SAN FRANCISCO | CA | 94102 | N/A | PC | GENERAL SUPPORT | $5,000 |
| SEASON OF SHARING | |||||||
| 901 MISSION STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | GENERAL SUPPORT | $20,000 |
| SFUHS SUMMERBRIDGE | |||||||
| 3065 JACKSON STREET | SAN FRANCISCO | CA | 94115 | N/A | PC | ANNUAL FUND | $10,000 |
| UP ON TOP | |||||||
| 1187 FRANKLIN ST | SAN FRANCISCO | CA | 94109 | N/A | PC | GENERAL SUPPORT | $1,000 |
| USC RADIO | |||||||
| PO BOX 7913 | LOS ANGELES | CA | 90007 | N/A | PC | GENERAL SUPPORT | $1,000 |
| VOTERIDERS | |||||||
| 171 PIER AVENUE 313 | SANTA MONICA | CA | 90405 | N/A | PC | GENERAL SUPPORT | $2,500 |
| VOTER REGISTRATION PROJECT | |||||||
| 200 MASSACHUSETTS AVE NW FL 7 | WASHINGTON | DC | 20001 | N/A | PC | GENERAL SUPPORT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $276,360 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,374 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,767 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $48,141 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,141 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JOHN M SANGER | ||||||
| 1 | 3600 WASHINGTON STREET | SAN FRANCISCO | CA | 94118 | $100,000 | Yes (X) |
| CATHERINE S SANGER | ||||||
| 2 | 3600 WASHINGTON STREET | SAN FRANCISCO | CA | 94118 | $76,950 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,015 | Amt |
| Net Investment Income | $2,508 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,507 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD BALANCED INDEX | $105,925 | $113,512 |
| SCHWAB VALUE ADVANTAGE | $121 | $121 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WESTERLY PARTNERS LP | AT COST | $234,163 | $234,163 |
| MENLO EQUITIES ABSOLUTE RETURN FUND LP | AT COST | $459,592 | $459,592 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP EXPENSES - WESTERLY PARTNERS LP | $6,999 | $6,999 | $0 |
| PARTNERSHIP EXPENSES - MENLO EQUITIES ABSOLUTE RETURN FUND LP | $533 | $533 | $0 |
| BANK FEES | $95 | $95 | $0 |
| MISCELLANEOUS | $247 | $247 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| JOHN M SANGER | |||
| 3600 WASHINGTON STREET | SAN FRANCISCO | CA | 94118 |
| CATHERINE S SANGER | |||
| 1308A KOBBE AVE | SAN FRANCISCO | CA | 94129 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CA FILING FEES | $75 | $0 | $75 |
| FOREIGN TAXES - WESTERLY PARTNERS LP | $38 | $38 | $0 |