SAGE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SAGE FOUNDATION (EIN 20-0404771)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-08
- IRS object ID
- 202423139349101622
- Schema version
- 2023v5.1
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-08T16:42:36-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 BUSH STREET SUITE 1700 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | 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 | 200404771 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAGE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O EDMUND W LITTLEFIELD JR | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAGE | BusinessNameControlTxt |
| Phone | 3606912414 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14311 STEHR ROAD | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98223 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDMUND W LITTLEFIELD JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3606912414 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER A LEUNG | PreparerPersonNm |
| PTIN | P00367129 | PTIN |
| Phone | 4157642700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $59,790,743 | 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 | $1,560,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,099 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,099 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,356,302 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,356,302 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$184,485 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,050,274 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,733,916 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,358,401 | 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 |
| Legal Fees Rev And Expnss | $1,235 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,235 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,210 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,605 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,605 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $206,576 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $206,576 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $39,334 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,334 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $264,355 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $239,515 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,840 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,650,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,650,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,914,355 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $239,515 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,659,840 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,180,439 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,118,886 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,635,469 | CashBOYAmt |
| Cash EOY | $2,581,600 | CashEOYAmt |
| Cash EOYFMV | $2,581,600 | CashEOYFMVAmt |
| Acct Rcvbl | $15,119 | AcctRcvblAmt |
| Acct Rcvbl EOY | $15,119 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $15,119 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $41,561,010 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,926,730 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $40,908,838 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,156,262 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,707,576 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,293,706 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,918,224 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $859,501 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $991,480 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $56,270,965 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,090,526 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,790,743 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $56,270,965 | RetainedEarningBOYAmt |
| Retained Earning EOY | $53,090,526 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $56,270,965 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $53,090,526 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $56,270,965 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $53,090,526 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $56,270,965 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,180,439 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $53,090,526 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $53,090,526 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BNY MELLON-900 - PUBLICLY TRADED SECURITIES | P | $16,764,016 | $17,117,629 | -$353,613 | -$353,613 |
| BNY MELLON-900 - PUBLICLY TRADED SECURITIES | P | $7,755,297 | $7,853,444 | -$98,147 | -$98,147 |
| BNY MELLON-910 - PUBLICLY TRADED SECURITIES | D | $47 | $47 | $47 | |
| BNY MELLON-920 - PUBLICLY TRADED SECURITIES | P | $1,851,687 | $2,043,700 | -$192,013 | -$192,013 |
| BNY MELLON-930 - PUBLICLY TRADED SECURITIES | P | $245,252 | $219,986 | $25,266 | $25,266 |
| CAPITAL GAINS DIVIDENDS | P | $433,975 | $433,975 | $433,975 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$184,485 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,553 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,553 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,553 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,102 | 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 | $27,102 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,549 | OverpaymentAmt |
| Applied To ES Tax | $11,549 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | 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 | MS SHADOW NIELSEN | IndividualWithBooksNm |
| Phone | 6508235554 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 565 MINTON LANE | AddressLine1Txt |
| City | MOUNTAIN VIEW | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94041 | 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 | E W LITTLEFIELD JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14311 STEHR ROAD | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT/TREASURER/DIRECT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BNY MELLON WEALTH MANAGEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MISSION STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNT MANAGEMENT | ServiceTypeTxt |
| Compensation | $206,576 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $54,501,277 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,248,797 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $494,853 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $56,244,927 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $56,244,927 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $843,674 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $55,401,253 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,770,063 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,770,063 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,553 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,553 | TotalTaxAmt |
| Distributable Before Adj | $2,754,510 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,754,510 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,754,510 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,659,840 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,659,840 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,754,510 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,305,068 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,725,590 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,192,004 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $529,486 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,538,810 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,290,958 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,659,840 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,754,510 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,905,330 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,196,288 | 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 | $1,305,068 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,891,220 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,725,590 | ExcessFromYear4Amt |
| Excess From Year3 | $8,192,004 | ExcessFromYear3Amt |
| Excess From Year2 | $529,486 | ExcessFromYear2Amt |
| Excess From Year1 | $3,538,810 | ExcessFromYear1Amt |
| Excess From Current Year | $2,905,330 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | E W LITTLEFIELD JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARHOOLIE FOUNDATION | ||||||
| 10341 SAN PABLO AVENUE | EL CERRITO | CA | 94530 | 501(C)(3) | REFER TO STATEMENT 12 (FOOTNOTE) OF THIS TAX RETURN | $100,000 |
| ARHOOLIE FOUNDATION | ||||||
| 10341 SAN PABLO AVENUE | EL CERRITO | CA | 94530 | 501(C)(3) | REFER TO STATEMENT 12 (FOOTNOTE) OF THIS TAX RETURN | $300,000 |
| BALMORAL SCHOOL OF PIPING & DRUMMING | ||||||
| 1414 PENNSYLVANIA AVENUE | PITTSBURGH | PA | 15233 | 501(C)(3) | REFER TO STATEMENT 12 (FOOTNOTE) OF THIS TAX RETURN. | $155,000 |
| BERKELEY SOCIETY FOR PRESERVATION OF TRADITIONAL MUSIC | ||||||
| 2020 ADDISON STREET | BERKELEY | CA | 94704 | 501(C)(3) | REFER TO STATEMENT 12 (FOOTNOTE) OF THIS TAX RETURN | $30,000 |
| BOOK-IT REPERTORY THEATRE | ||||||
| SEATTLE CENTER 305 HARRISON STREET | SEATTLE | WA | 98109 | 501(C)(3) | REFER TO STATEMENT 12 (FOOTNOTE) OF THIS TAX RETURN | $160,000 |
| CORNISH COLLEGE OF THE ARTS | ||||||
| 1000 LENORA STREET | SEATTLE | WA | 98121 | 501(C)(3) | REFER TO STATEMENT 12(FOOTNOTE) OF THIS TAX RETURN | $250,000 |
| CENTRUM FOUNDATION | ||||||
| PO BOX 1158 | PORT TOWNSEND | WA | 98368 | 501(C)(3) | REFER TO STATEMENT 12 (FOOTNOTE) OF THIS TAX RETURN | $650,000 |
| E-TOWN | ||||||
| 1535 SPRUCE STREET | BOULDER | CO | 80302 | 501(C)(3) | REFER TO STATEMENT 12 (FOOTNOTE) OF THIS TAX RETURN | $300,000 |
| OJAI VALLEY SCHOOL | ||||||
| 723 EL PASEO ROAD | OJAI | CA | 93023 | 501(C)(3) | REFER TO STATEMENT 12 (FOOTNOTE) OF THIS TAX RETURN | $500,000 |
| LOS CENZONTLES MEXICAN ARTS CENTER | ||||||
| 13108 SAN PABLE AVENUE | SAN PABLE | CA | 94805 | 501(C)(3) | REFER TO STATEMENT 12 (FOOTNOTE) OF THIS TAX RETURN | $125,000 |
| NATIONAL COUNCIL FOR TRADITIONAL ARTS | ||||||
| 8757 GEORGIA AVENUE | SILVER SPRING | MD | 20910 | 501(C)(3) | REFER TO STATEMENT 12 (FOOTNOTE) OF THIS TAX RETURN | $500,000 |
| SMITHSONIAN INSTITUTION | ||||||
| 600 MARYLAND AVE SW | WASHINGTON | DC | 20024 | 501(C)(3) | REFER TO STATEMENT 12 (FOOTNOTE) OF THIS TAX RETURN | $400,000 |
| THE GRABHORN INSTITUTE | ||||||
| 1802 HAYS STREET THE PRESIDO | SAN FRANCISCO | CA | 94129 | 501(C)(3) | REFER TO STATEMENT 12 (FOOTNOTE) OF THIS TAX RETURN | $200,000 |
| CINNABAR ARTS CORPORATION | ||||||
| 2200 PETALUMA BLVD | PETALUMA | CA | 94952 | 501(C)(3) | REFER TO STATEMENT 12 (FOOTNOTE) OF THIS TAX RETURN | $50,000 |
| THE STEEL GUITAR HALL OF FAME INC | ||||||
| 9535 MIDLAND BLVD | ST LOUIS | MO | 63114 | 501(C)(3) | REFER TO STATEMENT 12 (FOOTNOTE) OF THIS TAX RETURN | $250,000 |
| BERKELEY SOCIETY FOR THE PRESERVATION OF TRADITIONAL MUSIC | ||||||
| 2020 ADDISON STREET | BERKELEY | CA | 94704 | 501(C)(3) | REFER TO STATEMENT 12 (FOOTNOTE) OF THIS TAX RETURN | $350,000 |
| BOOK-IT REPERTORY THEATRE | ||||||
| SEATTLE CENTER 305 HARRISON STREET | SEATTLE | WA | 98109 | 501(C)(3) | REFER TO STATEMENT 12 (FOOTNOTE OF THIS TAX RETURN | $150,000 |
| SING FOR AMERICA FOUNDATION | ||||||
| 463 BUENA VISTA AVE EAST | SAN FRANCISCO | CA | 94117 | 501(C)(3) | REFER TO STATEMENT 12 (FOOTNOTE OF THIS TAX RETURN | $150,000 |
| CELTIC ARTS FOUNDATION | ||||||
| PO BOX 1342 | MOUNT VERNON | WA | 98273 | 501(C)(3) | REFER TO STATEMENT 12 (FOOTNOTE OF THIS TAX RETURN | $240,000 |
| CENTRUM FOUNDATION | ||||||
| PO BOX 1158 | PORT TOWNSEND | WA | 98368 | 501(C)(3) | REFER TO STATEMENT 12 (FOOTNOTE OF THIS TAX RETURN | $50,000 |
| THE GRABHORN INSTITUTE | ||||||
| 1802 HAYS STREET THE PRESIDO | SAN FRANCISCO | CA | 94129 | 501(C)(3) | REFER TO STATEMENT 12 (FOOTNOTE OF THIS TAX RETURN | $500,000 |
| COUNTRY MUSIC FOUNDATION | ||||||
| 35 MUSIC SQUARE EAST | NASHVILLE | TN | 37203 | 501(C)(3) | REFER TO STATEMENT 12 (FOOTNOTE OF THIS TAX RETURN | $60,000 |
| PBS FOUNDATION | ||||||
| 1225 SOUTH CLARK STREET | ARLINGTON | VA | 22202 | 501(C)(3) | REFER TO STATEMENT 12 (FOOTNOTE OF THIS TAX RETURN | $150,000 |
| LOUISIANA FOLK ROOTS | ||||||
| 905 JEFFERSON STREET | LAFAYETTE | LA | 70501 | 501(C)(3) | REFER TO STATEMENT 12 (FOOTNOTE OF THIS TAX RETURN | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,650,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,099 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,356,302 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$184,485 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,173,916 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,173,916 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDMUND LITTLEFIELD JR | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14311 STEHR ROAD | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,560,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,210 | Amt |
| Net Investment Income | $8,605 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,605 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION | IdentifierTxt |
| Form And Line Reference | 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | THE SAGE FOUNDATION DISTRIBUTES FUNDS AND OTHER ASSETS TO MUSIC, EDUCATIONAL, HEALTH, AND ENVIRONMENTAL ORGANIZATIONS. THE SAGE FOUNDATION MAKES GRANTS TO ORGANIZATIONS IN THEPACIFIC NORTHWEST AND THROUGHOUT THE UNITED STATES TO BENEFIT THE ARTS, MUSIC, EDUCATIONAL,HEALTH, AND THE ENVIRONMENT. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $15,707,576 | EOYBookValueAmt |
| EOYFMV | $15,293,706 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TOTAL MARKETABLE INVESTMENTS | $33,926,688 | $40,581,834 |
| 2,132 SHS GENERAL ELECTRIC CO | $33 | $272,107 |
| 710 SHS GE HEALTHCARE | $9 | $54,897 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN FLOWTHRU ENTITIES | AT COST | $136,189 | $401,406 |
| ALTERNATIVE ASSETS | AT COST | $723,312 | $590,074 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,235 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,235 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ORGANIZATION COST | $17,414 | $17,414 | $17,414 |
| ACCUMULATED AMORTIZATION | -$17,414 | -$17,414 | -$17,414 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $206,576 | Amt |
| Net Investment Income | $206,576 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EW LITTLEFIELD JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14311 STEHR ROAD | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98223 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UNITED STATES TREASURY | $15,000 | $0 | $0 |
| FOREIGN TAXES | $24,334 | $24,334 | $0 |