SANGER FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SANGER FAMILY FOUNDATION (EIN 46-3524352)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202321359349102962
- Schema version
- 2022v5.0
- 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 | 2023-05-15T13:17:12-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-05-09 | 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 | 2023-05-09 | 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 | 2022 | 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 | $1,021,071 | 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 | $200,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,967 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,967 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,657 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $161,088 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,657 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $228,637 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,637 | 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 | $6,090 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,045 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,045 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,186 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $61 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $75 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,700 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,700 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,976 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,806 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,120 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $232,095 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $229,333 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $247,071 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,806 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $232,453 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,434 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,831 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $400,008 | CashBOYAmt |
| Cash EOY | $187,467 | CashEOYAmt |
| Cash EOYFMV | $187,467 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $6,198 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $5,851 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $6,198 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $6,198 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $165,075 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $155,656 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $656,065 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $671,750 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $671,750 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,061,924 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,030,490 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,021,071 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $14,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $14,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,000 | 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 | $812,665 | RetainedEarningBOYAmt |
| Retained Earning EOY | $794,231 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,047,924 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,029,490 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,061,924 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,030,490 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,047,924 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,434 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,029,490 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,029,490 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| WESTERLY PARTNERS LP | P | 2022-01-01 | 2022-12-31 | $28,486 | $28,486 | $28,486 | |
| MENLO EQUITIES ABSOLUTE RETURN FUND LP | P | 2022-01-01 | 2022-12-31 | $9,440 | $9,440 | $9,440 | |
| CHARLES SCHWAB | 2022-01-01 | 2022-12-31 | $122,793 | -$18,638 | -$18,638 | $141,431 | |
| CAPITAL GAINS DIVIDENDS | P | $369 | $369 | $369 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,657 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $262 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $262 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $262 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,280 | 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 | $1,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,018 | OverpaymentAmt |
| Applied To ES Tax | $1,018 | 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 | $79,159 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $212,693 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $671,750 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $963,602 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $963,602 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,454 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $949,148 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,457 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,457 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $262 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $262 | TotalTaxAmt |
| Distributable Before Adj | $47,195 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $47,195 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $47,195 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $232,453 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $232,453 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,195 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $82,482 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $82,482 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $232,453 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,195 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $185,258 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $267,740 | 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 | $267,740 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $82,482 | ExcessFromYear1Amt |
| Excess From Current Year | $185,258 | 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 (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 500 CAPP STREET FOUNDATION | |||||||
| 500 CAPP ST | SAN FRANCISCO | CA | 94110 | N/A | PC | GENERAL SUPPORT | $15,000 |
| ACCELERATE CHANGE | |||||||
| 294 WASHINGTON ST SUITE 500 | BOSTON | MA | 02108 | N/A | PC | GENERAL SUPPORT | $20,000 |
| ACT BLUE | |||||||
| 366 SUMMER ST | SOMERVILLE | MA | 02144 | N/A | PC | GENERAL SUPPORT | $30,000 |
| AMERICAN INDEPENDENT FOUNDATION | |||||||
| 800 MAINE AVE SW SU 500 | WASHINGTON | DC | 20024 | N/A | PC | GENERAL SUPPORT | $5,000 |
| ARTSEED | |||||||
| PO BOX 29277 | SF | CA | 94129 | N/A | PC | GENERAL SUPPORT | $500 |
| ASIAN ART MUSEUM | |||||||
| 200 LARKIN ST | SF | CA | 94102 | N/A | PC | GENERAL SUPPORT | $5,000 |
| CHILDREN'S CREATIVITY MUSEUM | |||||||
| 221 4TH ST | SF | CA | 94103 | N/A | PC | GENERAL SUPPORT | $1,000 |
| CONTEMPORARY JEWISH MUSEUM | |||||||
| 736 MISSION ST | SF | CA | 94103 | N/A | PC | GENERAL SUPPORT | $95 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | N/A | PC | GENERAL SUPPORT | $1,000 |
| ENTERPRISE FOR YOUTH | |||||||
| 2021 FILLMORE ST SU 192 | SF | CA | 94115 | N/A | PC | GENERAL SUPPORT | $5,000 |
| FOR SITE FOUNDATION | |||||||
| 2 MARINA BLVD BLDG C | SF | CA | 94123 | N/A | PC | GENERAL SUPPORT | $1,000 |
| FORT MASON CENTER | |||||||
| 2 MARINA BLVD | SF | CA | 94123 | N/A | PC | GENERAL SUPPORT | $1,000 |
| FRIENDS OF NOTRE DAME DE PARIS | |||||||
| 3 SCHOOL HOUSE LN | ETNA | NH | 03750 | N/A | PC | GENERAL SUPPORT | $3,500 |
| FUF | |||||||
| 1007 GENERAL KENNEDY AVE SU 1 | SF | CA | 94129 | N/A | PC | GENERAL SUPPORT | $2,000 |
| GLADSTONE INSTITUTE | |||||||
| 1650 OWENS ST | SF | CA | 94158 | N/A | PC | GENERAL SUPPORT | $2,500 |
| GLIDE FOUNDATION | |||||||
| 330 ELLIS ST | SF | CA | 94102 | N/A | PC | GENERAL SUPPORT | $2,500 |
| GOLDEN GATE NATIONAL PARKS CONVERVANCY | |||||||
| 201 FORT MASON FL 3 | SF | CA | 94109 | N/A | PC | GENERAL SUPPORT | $15,000 |
| GREENBELT | |||||||
| PO BOX 170159 | SF | CA | 94117 | N/A | PC | GENERAL SUPPORT | $5,000 |
| HARVARD | |||||||
| 124 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | N/A | PC | GRADUATE SCHOOL OF DESIGN | $3,000 |
| JOHN BURTON ADVOCATES FOR YOUTH | |||||||
| 235 MONTGOMERY ST SU 1142 | SAN FRANCISCO | CA | 94104 | N/A | PC | GENERAL SUPPORT | $1,000 |
| KCSM | |||||||
| 1700 WEST HILLSDALE BLVD | SAN MATEO | CA | 94402 | N/A | PC | GENERAL SUPPORT | $5,000 |
| KQED | |||||||
| 2601 MARIPOSA ST | SF | CA | 94110 | N/A | PC | GENERAL SUPPORT | $1,000 |
| KRONOS PERFORMING ARTS ASSOCIATION | |||||||
| 1242 NINTH AVE | SAN FRANCISCO | CA | 94122 | 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 |
| MJDC | |||||||
| 3973 25TH ST | SF | CA | 94114 | N/A | PC | GENERAL SUPPORT | $5,000 |
| NORTH BEACH CITIZENS | |||||||
| 1034 KEARNY ST | SAN FRANCISCO | CA | 94133 | N/A | PC | IN MEMORY OF MARIA VELLA IN SUPPORT OF MISSION TO PROVIDE HOPE FOR MEMBERS OF OUR COMMUNITY | $5,000 |
| OAKLAND GENESIS | |||||||
| 2501 HARRISON ST | OAKLAND | CA | 94612 | N/A | PC | GENERAL SUPPORT | $5,000 |
| OXBOW SCHOOL | |||||||
| 530 THIRD ST | NAPA | CA | 94559 | N/A | PC | GENERAL SUPPORT | $1,000 |
| PAUL DRESHER ENSEMBLE | |||||||
| 55 TAYLOR ST | SF | CA | 94102 | N/A | PC | GENERAL SUPPORT | $5,000 |
| SAFE AND SOUND | |||||||
| 1757 WALLER STREET | SAN FRANCISCO | CA | 94117 | N/A | PC | CHAMPION FOR THE CHILDREN OF SAN FRANCISCO | $1,000 |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST SU 400 | FAIRFIELD | CT | 06825 | N/A | PC | GENERAL SUPPORT | $5,000 |
| SF ARTS EDUCATION | |||||||
| 135 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | N/A | PC | CHILDREN AND ARTISTS IN PUBLIC SCHOOLS | $1,000 |
| SF FOOD BANK | |||||||
| 900 PENNSYLVANIA | SF | 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 | $1,000 |
| SF JAZZ | |||||||
| 201 FRANKLIN STREET | SF | CA | 94102 | N/A | PC | GENERAL SUPPORT | $5,000 |
| SF MOMA | |||||||
| 151 3RD ST | SF | CA | 94103 | N/A | PC | GENERAL SUPPORT | $22,500 |
| SF PARKS ALLIANCE | |||||||
| 1074 FOLSOM ST | SF | CA | 94103 | N/A | PC | SAFE AND BEAUTIFUL PUBLIC SPACES | $12,000 |
| SF PERFORMANCES | |||||||
| 500 SUTTER ST SU 710 | SAN FRANCISCO | CA | 94102 | N/A | PC | GENERAL SUPPORT | $2,500 |
| TEL HI | |||||||
| 660 LOMBARD ST | SF | CA | 94104 | N/A | PC | GENERAL SUPPORT | $3,500 |
| UP ON TOP | |||||||
| 1187 FRANKLIN ST | SF | 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 |
| UHS | |||||||
| 3065 JACKSON ST | SF | CA | 94115 | N/A | PC | ANNUAL FUND | $25,000 |
| UNITED STATES FUND FOR UNICEF | |||||||
| 101 MONTGOMERY ST 625 | SF | CA | 94104 | N/A | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $232,095 | 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 | $13 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,967 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,657 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $28,637 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,637 | 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 | $100,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,090 | Amt |
| Net Investment Income | $3,045 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,045 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $65,000 | $64,965 |
| VANGUARD BALANCED INDEX | $100,075 | $90,691 |
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 | $251,448 | $251,448 |
| MENLO EQUITIES ABSOLUTE RETURN FUND LP | AT COST | $420,302 | $420,302 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP EXPENSES - WESTERLY PARTNERS LP | $6,211 | $6,211 | $0 |
| PARTNERSHIP EXPENSES - MENLO EQUITIES ABSOLUTE RETURN FUND LP | $482 | $482 | $0 |
| BANK CHARGES | $7 | $7 | $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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CA FILING FEES | $75 | $0 | $75 |
| FOREIGN TAXES - WESTERLY PARTNERS LP | $61 | $61 | $0 |
| FEDERAL EXCISE TAX | $2,050 | $0 | $0 |