2024-11-08T16:42:36-06:00 2023-12-31 331197384 ANDERSEN TAX LLC 333 BUSH STREET SUITE 1700 SAN FRANCISCO CA 94104 990PF 2023-01-01 200404771 SAGE FOUNDATION C/O EDMUND W LITTLEFIELD JR SAGE 3606912414 14311 STEHR ROAD ARLINGTON WA 98223 EDMUND W LITTLEFIELD JR PRESIDENT 3606912414 2024-11-08 1 1 CHRISTOPHER A LEUNG P00367129 4157642700 2023 2024-10-15 13:58:12Z X 59790743 X 1560000 2099 2099 1356302 1356302 -184485 27050274 0 2733916 1358401 0 0 0 1235 0 1235 17210 8605 8605 206576 206576 0 39334 24334 0 264355 239515 9840 5650000 5650000 5914355 239515 5659840 -3180439 1118886 5635469 2581600 2581600 15119 15119 15119 41561010 33926730 40908838 7156262 15707576 15293706 1918224 859501 991480 0 0 0 56270965 53090526 59790743 0 0 X 0 0 0 0 56270965 53090526 56270965 53090526 56270965 53090526 56270965 -3180439 0 53090526 0 53090526 BNY MELLON-900 - PUBLICLY TRADED SECURITIES P 16764016 17117629 -353613 -353613 BNY MELLON-900 - PUBLICLY TRADED SECURITIES P 7755297 7853444 -98147 -98147 BNY MELLON-910 - PUBLICLY TRADED SECURITIES D 47 47 47 BNY MELLON-920 - PUBLICLY TRADED SECURITIES P 1851687 2043700 -192013 -192013 BNY MELLON-930 - PUBLICLY TRADED SECURITIES P 245252 219986 25266 25266 CAPITAL GAINS DIVIDENDS P 433975 433975 433975 -184485 15553 0 15553 0 15553 27102 0 0 0 27102 0 11549 11549 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 1 0 0 1 N/A MS SHADOW NIELSEN 6508235554 565 MINTON LANE MOUNTAIN VIEW CA 94041 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 E W LITTLEFIELD JR 14311 STEHR ROAD ARLINGTON WA 98223 PRESIDENT/TREASURER/DIRECT 1.00 0 0 0 NONE 0 BNY MELLON WEALTH MANAGEMENT 555 MISSION STREET SAN FRANCISCO CA 94105 ACCOUNT MANAGEMENT 206576 0 0 54501277 1248797 494853 56244927 0 0 56244927 843674 55401253 2770063 2770063 15553 15553 2754510 0 2754510 0 2754510 5659840 0 5659840 2754510 0 0 1305068 1725590 8192004 529486 3538810 15290958 5659840 0 0 0 2754510 2905330 0 0 18196288 0 0 0 0 0 0 1305068 16891220 1725590 8192004 529486 3538810 2905330 E W LITTLEFIELD JR X ARHOOLIE FOUNDATION 10341 SAN PABLO AVENUE EL CERRITO CA 94530 501(C)(3) REFER TO STATEMENT 12 (FOOTNOTE) OF THIS TAX RETURN 100000 ARHOOLIE FOUNDATION 10341 SAN PABLO AVENUE EL CERRITO CA 94530 501(C)(3) REFER TO STATEMENT 12 (FOOTNOTE) OF THIS TAX RETURN 300000 BALMORAL SCHOOL OF PIPING & DRUMMING 1414 PENNSYLVANIA AVENUE PITTSBURGH PA 15233 501(C)(3) REFER TO STATEMENT 12 (FOOTNOTE) OF THIS TAX RETURN. 155000 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 30000 BOOK-IT REPERTORY THEATRE SEATTLE CENTER 305 HARRISON STREET SEATTLE WA 98109 501(C)(3) REFER TO STATEMENT 12 (FOOTNOTE) OF THIS TAX RETURN 160000 CORNISH COLLEGE OF THE ARTS 1000 LENORA STREET SEATTLE WA 98121 501(C)(3) REFER TO STATEMENT 12(FOOTNOTE) OF THIS TAX RETURN 250000 CENTRUM FOUNDATION PO BOX 1158 PORT TOWNSEND WA 98368 501(C)(3) REFER TO STATEMENT 12 (FOOTNOTE) OF THIS TAX RETURN 650000 E-TOWN 1535 SPRUCE STREET BOULDER CO 80302 501(C)(3) REFER TO STATEMENT 12 (FOOTNOTE) OF THIS TAX RETURN 300000 OJAI VALLEY SCHOOL 723 EL PASEO ROAD OJAI CA 93023 501(C)(3) REFER TO STATEMENT 12 (FOOTNOTE) OF THIS TAX RETURN 500000 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 125000 NATIONAL COUNCIL FOR TRADITIONAL ARTS 8757 GEORGIA AVENUE SILVER SPRING MD 20910 501(C)(3) REFER TO STATEMENT 12 (FOOTNOTE) OF THIS TAX RETURN 500000 SMITHSONIAN INSTITUTION 600 MARYLAND AVE SW WASHINGTON DC 20024 501(C)(3) REFER TO STATEMENT 12 (FOOTNOTE) OF THIS TAX RETURN 400000 THE GRABHORN INSTITUTE 1802 HAYS STREET THE PRESIDO SAN FRANCISCO CA 94129 501(C)(3) REFER TO STATEMENT 12 (FOOTNOTE) OF THIS TAX RETURN 200000 CINNABAR ARTS CORPORATION 2200 PETALUMA BLVD PETALUMA CA 94952 501(C)(3) REFER TO STATEMENT 12 (FOOTNOTE) OF THIS TAX RETURN 50000 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 250000 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 350000 BOOK-IT REPERTORY THEATRE SEATTLE CENTER 305 HARRISON STREET SEATTLE WA 98109 501(C)(3) REFER TO STATEMENT 12 (FOOTNOTE OF THIS TAX RETURN 150000 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 150000 CELTIC ARTS FOUNDATION PO BOX 1342 MOUNT VERNON WA 98273 501(C)(3) REFER TO STATEMENT 12 (FOOTNOTE OF THIS TAX RETURN 240000 CENTRUM FOUNDATION PO BOX 1158 PORT TOWNSEND WA 98368 501(C)(3) REFER TO STATEMENT 12 (FOOTNOTE OF THIS TAX RETURN 50000 THE GRABHORN INSTITUTE 1802 HAYS STREET THE PRESIDO SAN FRANCISCO CA 94129 501(C)(3) REFER TO STATEMENT 12 (FOOTNOTE OF THIS TAX RETURN 500000 COUNTRY MUSIC FOUNDATION 35 MUSIC SQUARE EAST NASHVILLE TN 37203 501(C)(3) REFER TO STATEMENT 12 (FOOTNOTE OF THIS TAX RETURN 60000 PBS FOUNDATION 1225 SOUTH CLARK STREET ARLINGTON VA 22202 501(C)(3) REFER TO STATEMENT 12 (FOOTNOTE OF THIS TAX RETURN 150000 LOUISIANA FOLK ROOTS 905 JEFFERSON STREET LAFAYETTE LA 70501 501(C)(3) REFER TO STATEMENT 12 (FOOTNOTE OF THIS TAX RETURN 30000 5650000 0 14 2099 14 1356302 18 -184485 0 1173916 0 1173916 0 0 0 0 0 0 0 0 0 0 X X 1 EDMUND LITTLEFIELD JR 14311 STEHR ROAD ARLINGTON WA 98223 1560000 X ACCOUNTING FEES 17210 8605 8605 EXPLANATION 990-PF 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. FIXED INCOME 15707576 15293706 TOTAL MARKETABLE INVESTMENTS 33926688 40581834 2,132 SHS GENERAL ELECTRIC CO 33 272107 710 SHS GE HEALTHCARE 9 54897 INVESTMENT IN FLOWTHRU ENTITIES AT COST 136189 401406 ALTERNATIVE ASSETS AT COST 723312 590074 LEGAL FEES 1235 0 1235 ORGANIZATION COST 17414 17414 17414 ACCUMULATED AMORTIZATION -17414 -17414 -17414 INVESTMENT MANAGEMENT FEES 206576 206576 0 EW LITTLEFIELD JR 14311 STEHR ROAD ARLINGTON WA 98223 UNITED STATES TREASURY 15000 0 0 FOREIGN TAXES 24334 24334 0