SANGER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SANGER FAMILY FOUNDATION (EIN 46-3524352)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-02
- IRS object ID
- 202501539349100815
- Schema version
- 2024v5.1
- 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
- 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 | 2025-06-02T12:58:29-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | 2025-05-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $834,319 | 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 | $30,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $15,109 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,109 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $142,785 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $397,760 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $142,785 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $187,894 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $157,894 | 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 | $5,940 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,970 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,970 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $108 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $33 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $75 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,779 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,779 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,827 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,782 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,045 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $318,924 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $317,144 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $333,751 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,782 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $320,189 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$145,857 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $146,112 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $159,213 | CashBOYAmt |
| Cash EOY | $67,810 | CashEOYAmt |
| Cash EOYFMV | $67,810 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $6,198 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $106,046 | CorporateStockBOYAmt |
| Corporate Stock EOY | $254,301 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $269,265 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $693,755 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $497,244 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $497,244 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $965,212 | TotalAssetsBOYAmt |
| Total Assets EOY | $819,355 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $834,319 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $729,953 | RetainedEarningBOYAmt |
| Retained Earning EOY | $584,096 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $965,212 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $819,355 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $965,212 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $819,355 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $965,212 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$145,857 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $819,355 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $819,355 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | AcquiredAcquiredDt | SoldSoldDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| WESTERLY PARTNERS LP | $21,771 | $21,771 | $21,771 | ||||
| WESTERLY PARTNERS LP | $14,761 | $14,761 | $14,761 | ||||
| 250 SHARES VANGUARD S&P 500 ETF | $126,246 | $4,473 | $4,473 | $121,773 | |||
| 56 SHARES VANGUARD S&P 500 ETF | $29,493 | $2,216 | $2,216 | $27,277 | |||
| 2,523.978 SHARES VANGUARD BALANCED INDEX ADM | $110,803 | $5,805 | $5,805 | $104,998 | 2023-01-05 | 2024-01-04 | |
| 22.277 SHARES VANGUARD BALANCED INDEX ADM | $978 | $51 | $51 | $927 | 2022-04-28 | 2024-01-04 | |
| GAIN ON DISPOSITION - MENLO EQUITIES ABSOLUTE RETURN FUND LP | $91,043 | $91,043 | $91,043 | ||||
| CAPITAL GAINS DIVIDENDS | $2,665 | $2,665 | $2,665 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $142,785 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,031 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,031 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,031 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,494 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,494 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,463 | OverpaymentAmt |
| Applied To ES Tax | $2,463 | 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 | $173,238 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,556 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $497,244 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $746,038 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $746,038 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,191 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $734,847 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,742 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,742 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,031 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,031 | TotalTaxAmt |
| Distributable Before Adj | $34,711 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $34,711 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $34,711 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $320,189 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $320,189 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,711 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $82,482 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $185,258 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $228,361 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $496,101 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $320,189 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,711 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $285,478 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $781,579 | 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 | $781,579 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $82,482 | ExcessFromYear3Amt |
| Excess From Year2 | $185,258 | ExcessFromYear2Amt |
| Excess From Year1 | $228,361 | ExcessFromYear1Amt |
| Excess From Current Year | $285,478 | 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 (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARION PRESS | |||||||
| 2 MARINA BLVD SU 100 | SAN FRANCISCO | CA | 94123 | N/A | PC | GENERAL SUPPORT | $1,500 |
| AMERICAN INDEPENDENT FOUNDATION | |||||||
| 800 MAINE AVE SW SU 500 | WASHINGTON | DC | 20024 | N/A | PC | GENERAL SUPPORT | $11,000 |
| CHINESE AMERICAN INTERNATIONAL SCHOOL | |||||||
| 150 OAK STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | CAMPAIGN FOR CAIS | $200,000 |
| CIRCUS BELLA | |||||||
| 870 MARKET ST SU 982 | SAN FRANCISCO | CA | 94102 | N/A | PC | GENERAL SUPPORT | $1,500 |
| CREATIVITY MUSEUM | |||||||
| 221 4TH ST | SAN FRANCISCO | CA | 94103 | N/A | PC | GENERAL SUPPORT | $1,000 |
| FRIENDS OF MVY RADIO | |||||||
| PO BOX 1420 | WEST TISBURY | MA | 02575 | N/A | PC | GENERAL SUPPORT | $1,000 |
| EFY | |||||||
| 2021 FILLMORE ST SU 192 | SF | CA | 94115 | N/A | PC | GENERAL SUPPORT | $1,000 |
| GLADSTONE INSTITUTE | |||||||
| 1650 OWENS ST | SAN FRANCISCO | CA | 94158 | N/A | PC | CAPITAL CAMPAIGN PLEDGE | $2,500 |
| HARVARD | |||||||
| 124 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | N/A | PC | GRADUATE SCHOOL OF DESIGN, LAW SCHOOL | $3,575 |
| NORTH BEACH CITIZENS | |||||||
| 1034 KEARNY ST | SAN FRANCISCO | CA | 94133 | N/A | PC | GENERAL SUPPORT | $750 |
| SEASON OF SHARING | |||||||
| 901 MISSION STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | GENERAL SUPPORT | $20,000 |
| SF CONSERVATORY OF FLOWERS | |||||||
| 100 JFK DR | SAN FRANCISCO | CA | 94118 | N/A | PC | GENERAL SUPPORT | $10,300 |
| SF EXPLORATORIUM | |||||||
| PIER 17 SUITE 100 | SAN FRANCISCO | CA | 94111 | N/A | PC | GENERAL SUPPORT | $299 |
| SF PARKS ALLIANCE | |||||||
| 166 GEARY ST SU 1500 | SAN FRANCISCO | CA | 94108 | N/A | PC | END HUNGER | $5,500 |
| PARK CONSERVANCY | |||||||
| PO BOX 475035 | SAN FRANCISCO | CA | 94147 | N/A | PC | GENERAL SUPPORT | $15,000 |
| SF JAZZ | |||||||
| 201 FRANKLIN STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | GENERAL SUPPORT | $10,000 |
| SF MOMA | |||||||
| 151 THIRD ST | SAN FRANCISCO | CA | 94103 | N/A | PC | YAYOI KUSAMA EXHIBITION | $24,500 |
| SF PERFORMANCE | |||||||
| 500 SUTTER STREET SUITE 710 | SAN FRANCISCO | CA | 94102 | N/A | PC | GENERAL SUPPORT | $1,000 |
| SPUR | |||||||
| 654 MISSION ST | SAN FRANCISCO | CA | 94105 | N/A | PC | GENERAL SUPPORT | $1,000 |
| SF SYMPHONY | |||||||
| 201 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | N/A | PC | ANNUAL FUND | $2,500 |
| TELEGRAPH HILL NEIGHBORHOOD CENTER | |||||||
| 660 LOMBARD ST | SAN FRANCISCO | CA | 94133 | N/A | PC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $318,924 | 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 | $15,109 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $142,785 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $157,894 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $157,894 | 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 | $15,000 | Yes (X) |
| CATHERINE S SANGER | ||||||
| 2 | 3600 WASHINGTON STREET | SAN FRANCISCO | CA | 94118 | $15,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,940 | Amt |
| Net Investment Income | $2,970 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,970 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD BALANCED INDEX | $103,790 | $102,773 |
| VANGUARD S&P 500 ETF | $150,511 | $166,492 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WESTERLY PARTNERS LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $497,244 | BookValueAmt |
| EOYFMV | $497,244 | EOYFMVAmt |
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 | $8,487 | $8,487 | $0 |
| PARTNERSHIP EXPENSES - MENLO EQUITIES ABSOLUTE RETURN FUND LP | $122 | $122 | $0 |
| BANK FEES | $170 | $170 | $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 | $33 | $33 | $0 |