SAUNDERS HOUSE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SAUNDERS HOUSE FOUNDATION (EIN 87-3569932)
- Tax period
- 2024-07-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202513169349102501
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Cash Distribution Expln Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T12:43:34-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341884125 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4722 N 24TH ST STE 300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 873569932 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAUNDERS HOUSE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAUN | BusinessNameControlTxt |
| Phone | 6109370044 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HARP-WEAVER LLC 8033 GERMANTOWN AV | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GORDON MOTT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6109370044 | PhoneNum |
| Signature | 2025-11-11 | 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 | AMY A O'LOUGHLIN | PreparerPersonNm |
| PTIN | P00869687 | PTIN |
| Phone | 6022646835 | PhoneNum |
| Preparation | 2025-11-11 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,287,214 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $29,551 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29,551 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $601,174 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $601,174 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,258 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,483,422 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,258 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $44 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $44 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $678,027 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $678,027 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,743 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,743 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $151,764 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,484 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $137,280 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,883 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $85,201 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $84,735 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $273,341 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,359 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $229,633 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,691,310 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $420,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,964,651 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,359 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $649,633 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,286,624 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $661,668 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $278,962 | CashBOYAmt |
| Cash EOY | $143,006 | CashEOYAmt |
| Cash EOYFMV | $143,006 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $765,301 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $765,301 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $10,602,508 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $13,241,109 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $13,362,179 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,901,877 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,678,039 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,382,013 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $50,017 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $50,001 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $50,001 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,707,929 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,707,929 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,584,714 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $26,541,293 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,585,385 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,287,214 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $83,619 | AccountsPayableBOYAmt |
| Grants Payable EOY | $1,271,310 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $83,619 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,271,310 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $26,457,674 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $25,314,075 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,457,674 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,314,075 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,541,293 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,585,385 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,457,674 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,286,624 | ExcessRevenueOverExpensesAmt |
| Other Increases | $143,025 | OtherIncreasesAmt |
| Subtotal | $25,314,075 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,314,075 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PERSHING STOCK SALES | P | 2024-12-31 | $15,233,422 | $15,218,699 | $14,723 | $14,723 |
| U.S. TREASURY | P | 2024-12-31 | $2,250,000 | $2,217,465 | $32,535 | $32,535 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,258 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,197 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,197 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,197 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,094 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $16,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,094 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Overpayment | $14,893 | OverpaymentAmt |
| Applied To ES Tax | $14,893 | 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 | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | 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 | TERESA ARACO RODGERS | IndividualWithBooksNm |
| Phone | 6109370044 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8033 GERMANTOWN AVE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19118 | 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 (8 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| GORDON MOTT | |||||||||
| C/O HARP-WEAVER LLC 8033 GERMANTOWN | AVE | PHILADELPHIA | PA | 19118 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| A LOUIS DENTON ESQ | |||||||||
| C/O HARP-WEAVER LLC 8033 GERMANTOWN | AVE | PHILADELPHIA | PA | 19118 | TREASURER | 1.00 | $0 | $0 | $0 |
| DAVID DUGERY | |||||||||
| C/O HARP-WEAVER LLC 8033 GERMANTOWN | AVE | PHILADELPHIA | PA | 19118 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| TIM RUBIN | |||||||||
| C/O HARP-WEAVER LLC 8033 GERMANTOWN | AVE | PHILADELPHIA | PA | 19118 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ELIZABETH ROGAN AICP | |||||||||
| C/O HARP-WEAVER LLC 8033 GERMANTOWN | AVE | PHILADELPHIA | PA | 19118 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ROSELLA HARVEY | |||||||||
| C/O HARP-WEAVER LLC 8033 GERMANTOWN | AVE | PHILADELPHIA | PA | 19118 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CHARLES BREISH | |||||||||
| C/O HARP-WEAVER LLC 8033 GERMANTOWN | AVE | PHILADELPHIA | PA | 19118 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| PAUL BOSTON | |||||||||
| C/O HARP-WEAVER LLC 8033 GERMANTOWN | AVE | PHILADELPHIA | PA | 19118 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| 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 | MAIN LINE SENIOR CARE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 26804 | AddressLine1Txt |
| City | COLLEGEVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19426 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT | ServiceTypeTxt |
| Compensation | $144,836 | 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 | $28,179,093 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,344,581 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,523,674 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,523,674 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $442,855 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,080,819 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $732,982 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $732,982 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,197 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,197 | TotalTaxAmt |
| Distributable Before Adj | $723,785 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $723,785 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $723,785 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $649,633 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $1,271,310 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,920,943 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $723,785 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,197,158 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,920,943 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,197,158 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $723,785 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | 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 | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ELDERNET OF LOWER MERION & NARBERTH | |||||||
| 9 S BRYN MAWR AVENUE | BRYN MAWR | PA | 19010 | NONE | 501(C)(3) | PROGRAM SUPPORT | $70,000 |
| OPTIONS IN AGING DBA NEW HORIZONS SENIOR CENTER | |||||||
| PO BOX 85 | NARBERTH | PA | 190720085 | NONE | 501(C)(3) | PROGRAM SUPPORT | $70,000 |
| SENIOR COMMUNITY CENTER | |||||||
| 600 SWARTHMORE AVE | FOLSOM | PA | 19033 | NONE | 501(C)(3) | PROGRAM SUPPORT | $70,000 |
| SHARE FOOD PROGRAM | |||||||
| 2901 WEST HUNTING PARK AVENUE | PHILADELPHIA | PA | 19129 | NONE | 501(C)(3) | PROGRAM SUPPORT | $70,000 |
| SIMPSON HOUSE INC | |||||||
| 150 BELMONT RD | PHILADELPHIA | PA | 19131 | NONE | 501(C)(3) | PROGRAM SUPPORT | $70,000 |
| SURREY SERVICES FOR SENIORS INC | |||||||
| 60 SURREY WAY | DEVON | PA | 19333 | NONE | 501(C)(3) | PROGRAM SUPPORT | $70,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $420,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASH DISTRIBUTION SET ASIDE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 26804 52 W 3RD AVENUE | AddressLine1Txt |
| City | COLLEGEVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19426 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CASH DISTRIBUTION SET ASIDE | GrantOrContributionPurposeTxt |
| Amt | $1,271,310 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,271,310 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,551 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $601,174 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $44 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $47,258 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $678,027 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $678,027 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,750 | Amt |
| Net Investment Income | $1,875 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,875 | DisbursementsCharitablePrpsAmt |
Cash Distribution Expln Stmt CashDistributionExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | 1. A DESCRIPTION OF THE NATURE AND PURPOSE OF THE PROJECT FOR WHICH AMOUNTS ARE BEING SET ASIDE.SAUNDERS HOUSE FOUNDATION PROVIDES INDIRECT FINANCIAL SUPPORT TO ELDERLY INDIVIDUALS IN THE COMMONWEALTH OF PENNSYLVANIA WHO LACK FINANCIAL RESOURCES OF THEIR OWN TO PROCURE NEEDED HEALTHCARE, SERVICES, AND OTHER RELIEF AND COMFORT. THE FOUNDATION IS IN THE PROCESS OF IDENTIFYING THE NEEDS OF THE ELDERLY IN THE COMMONWEALTH OF PENNSYLVANIA AND DETERMINE THE SOCIAL SERVICE ORGANIZATIONS BEST ABLE TO PROVIDE THE HIGHEST LEVEL OF CARE AT THE BEST VALUE. THE FOUNDATION BELIEVES THERE IS A NEED FOR THIS FUNDING AND WISHES TO EXTEND ITS RESOURCES FOR AS LONG AS POSSIBLE.2. A STATEMENT THAT THE AMOUNTS SET ASIDE WILL ACTUALLY BE PAID FOR THE SPECIFIC PROJECT WITHIN 60 MONTHS AFTER THE DATE OF THE FIRST SET-ASIDE.ALL AMOUNTS SET ASIDE WILL BE PAID FOR THE ABOVE PROJECT BY NOVEMBER 15, 2029.3. A STATEMENT THAT THE PROJECT WAS NOT COMPLETED BEFORE THE END OF THE TAX YEAR IN WHICH THE SET-ASIDE WAS MADE.THE PROJECT HAS NOT BEEN COMPLETED BY DECEMBER 31, 2024.4. A LIST OF THE DISTRIBUTABLE AMOUNTS FOR ANY PRIOR TAX YEARS OF THE FOUNDATION'S START-UP AND FULL PAYMENT PERIODS.SAUNDERS HOUSE FOUNDATION IS IN YEAR 3 SINCE ITS FORMATION ON NOVEMBER 16, 2021. IN ITS INITIAL YEAR ENDING JUNE 30, 2022, IT HAD NO ACTIVITY. IN YEAR 1 FOR THE YEAR ENDING JUNE 30, 2023, IT HAD A REQUIRED DISTRIBUTION OF $148,515. IN YEAR 2 FOR THE YEAR ENDING JUNE 30, 2024, IT HAD A REQUIRED DISTRIBUTION OF $1,364,384. IN YEAR 3, THE ORGANIZATION CHANGED ITS YEAREND TO DECEMBER 31, 2024 AS THIS BETTER ACCOMMODATES ITS GRANT-GIVING AND ACCOUNTING PROCEDURES. IN THE SHORT YEAR, THE REQUIRED DISTRIBUTION WAS $723,785. YEARS 4 AND 5, HAVE NOT YET OCCURRED. 5. A LIST OF ACTUAL DISTRIBUTIONS (FOR EXEMPT PURPOSES) MADE BY THE FOUNDATION DURING EACH YEAR OF ITS START-UP AND FULL PAYMENT PERIODS. THIS SHOULD INCLUDE A DETAILED DESCRIPTION OF ANY CORRECTING DISTRIBUTIONS TREATED AS BEING MADE IN A YEAR PRIOR TO THE YEAR THEY WERE ACTUALLY DISTRIBUTED.THE FOUNDATION MADE ACTUAL DISTRIBUTIONS OF THE FOLLOWING AMOUNTS:YEAR 1, JUNE 30, 2023, ACTUAL DISTRIBUTION OF $121,449YEAR 2, JUNE 30, 2024, ACTUAL DISTRIBUTION OF $194,292YEAR 3, DECEMBER 31, 2024 (SHORT YEAR), ACTUAL DISTRIBUTION OF $ 649,633ACTUAL DISTRIBUTIONS FOR YEAR 4 ARE IN THE PROCESS OF BEING DISTRIBUTED. DISTRIBUTIONS FOR YEAR 5 HAVE NOT BEEN MADE. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $50,001 | EOYBookValueAmt |
| EOYFMV | $50,001 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES AND TREASURY BILLS | $1,732,568 | $3,388,009 |
| U.S. TREASURY SECURITIES | $8,945,471 | $8,994,004 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $13,206,051 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $13,155,011 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $35,058 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $207,168 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EXCHANGE-TRADED PRODUCTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,707,929 | BookValueAmt |
| EOYFMV | $2,584,714 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $5,743 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,743 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $8,200 | $0 | $0 | $8,200 |
| BANK & ADVISORY FEES | $73,529 | $0 | $0 | $73,529 |
| BOOK/TAX DIFFERENCE | $3,472 | $0 | $0 | $3,006 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $44 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $44 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $143,025 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROFESSIONAL FEES | $6,925 | $0 | $0 | $6,925 |
| MANAGEMENT FEE | $144,839 | $14,484 | $0 | $130,355 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $26,883 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |