Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
The Saunders Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 10477
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Tampa, FL33679
A Employer identification number

59-6152326
B Telephone number (see instructions)

(813) 229-0804
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$17,428,927J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 431,719 431,719  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 243,391
b Gross sales price for all assets on line 6a 5,230,827
7 Capital gain net income (from Part IV, line 2)... 243,391
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 675,110 675,110  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 48,000 9,600   38,400
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 3,617     3,617
b Accounting fees (attach schedule)....... Click to see attachment 6,500     6,500
c Other professional fees (attach schedule).... Click to see attachment 105,022 75,022   30,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 8,304      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 258 149   109
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 3,226     3,226
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 174,927 84,771   81,852
25 Contributions, gifts, grants paid....... 712,250 712,250
26 Total expenses and disbursements. Add lines 24 and 25 887,177 84,771   794,102
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -212,067
b Net investment income (if negative, enter -0-) 590,339
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 134,324 645,374 645,374
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........   3,000 3,000
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 6,454,948 Click to see attachment6,445,316 12,324,496
c Investments—corporate bonds (attach schedule)....... 5,012,783 Click to see attachment4,296,276 4,455,814
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment221 Click to see attachment243 Click to see attachment243
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,602,276 11,390,209 17,428,927
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 11,602,276 11,390,209
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 11,602,276 11,390,209
30 Total liabilities and net assets/fund balances (see instructions). 11,602,276 11,390,209
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
11,602,276
2
Enter amount from Part I, line 27a .....................
2
-212,067
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
11,390,209
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,390,209
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 830 Broadcom Inc Com P 2020-01-01 2020-03-17
b 2380 Dominion Res Inc VA New P 2019-08-19 2020-07-20
c 1740 Illinois Tool Works Inc P 2019-11-05 2020-03-12
d 5000 Kinder Morgan P 2019-11-26 2020-04-13
e 6870 Kroger Co Com Stk P 2020-03-12 2020-12-02
4775 Nucor Corporation P 2019-08-19 2020-02-25
2280 Oneok Inc P 2020-02-25 2020-03-12
1890 Tyson Foods Inc P 2019-06-06 2020-03-17
1130 United Technologies P 2020-01-01 2020-03-12
3955 Wells Fargo & Co P 2020-01-01 2020-03-12
250000 AT&T Inc Ser Unsec Note P 2014-12-16 2020-07-23
250000 Bank of America Corp Fr P 2017-09-26 2020-10-19
200000 Bank of New York Mellon Mnt Fr P 2017-08-15 2020-10-27
250000 Biogen Inc Sr NT P 2018-02-09 2020-05-29
250000 Boeing Co Sr Glbl NT P 2017-09-27 2020-04-30
1230 Chubb Limited Com P 2019-03-18 2020-12-02
4900 Cisco Sys Inc P 2019-01-01 2020-01-14
5160 Kinder Morgan P 2019-02-13 2020-04-13
1545 Quest Diagnostics P 2019-06-06 2020-12-02
3354 Southern Co P 2018-05-08 2020-04-13
1243 Sysco P 2018-05-08 2020-03-17
5850 Truist Finl Corp Com P 2019-01-01 2020-05-13
2010 Unilever PLC Sponsored ADR New P 2018-06-05 2020-07-20
.258 Viatris Inc Com P 2016-03-24 2020-11-25
689 Viatris Inc Com P 2019-01-01 2020-12-02
1760 Walt Disney Company The P 2019-02-13 2020-02-25
250000 Coca-Cola Co Note P 2013-06-11 2020-11-15
2748 Exxon Mobil Corp P 1993-07-30 2020-02-25
250000 Hewlett-Packard Co Global Sr Medium Term P 2011-10-31 2020-07-22
1470 Microsoft Corp P 1993-07-30 2020-02-24
595 Microsoft Corp P 1993-07-30 2020-06-03
200 United Parcel Service Inc P 2010-07-01 2020-12-02
Capital Gain Dividends      
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 162,387   253,491 -91,104
b 184,883   185,245 -362
c 251,726   306,602 -54,876
d 75,095   97,752 -22,657
e 222,535   202,276 20,259
219,573   239,053 -19,480
69,197   172,399 -103,202
89,849   154,053 -64,204
113,094   167,281 -54,187
112,274   185,974 -73,700
260,301   246,828 13,473
250,000   250,000  
200,000   200,081 -81
251,953   250,216 1,737
243,270   251,386 -8,116
186,638   168,838 17,800
234,246   154,058 80,188
77,498   93,718 -16,220
192,996   152,653 40,343
194,917   149,066 45,851
44,114   77,943 -33,829
184,264   157,546 26,718
111,310   112,054 -744
5   3 2
11,771   9,388 2,383
228,810   193,219 35,591
250,000   250,000  
151,035   38,529 112,506
258,483   251,465 7,018
255,080   3,376 251,704
109,621   1,367 108,254
33,504   11,576 21,928
      398
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -91,104
b       -362
c       -54,876
d       -22,657
e       20,259
      -19,480
      -103,202
      -64,204
      -54,187
      -73,700
      13,473
       
      -81
      1,737
      -8,116
      17,800
      80,188
      -16,220
      40,343
      45,851
      -33,829
      26,718
      -744
      2
      2,383
      35,591
       
      112,506
      7,018
      251,704
      108,254
      21,928
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 243,391
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -463,513
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 8,206
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 8,206
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 8,206
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 14,500
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 12,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 26,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 18,294
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet18,294 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletKathleen Belmonte Telephone no.bullet (813) 229-0804

    Located atbulletPO Box 10477TampaFL ZIP+4bullet336790477
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Solon F O'Neal Jr Trustee
    4.00     		12,000    
    PO Box 10477
    Tampa,FL33679
    George B Howell III Trustee
    3.00     		12,000    
    PO Box 10477
    Tampa,FL33679
    Kathleen J Belmonte Trustee
    8.00     		12,000    
    PO Box 10477
    Tampa,FL33679
    Fred Dobbins Trustee
    3.00     		12,000    
    PO Box 10477
    Tampa,FL33679
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    Sabal Trust Company See Statement 10 105,022
    200 Central Avenue Suite 220
    St Petersburg,FL33701
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    16,217,339
    b
    Average of monthly cash balances.......................
    1b
    608,119
    c
    Fair market value of all other assets (see instructions)................
    1c
    3,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    16,828,458
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    16,828,458
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    252,427
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    16,576,031
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    828,802
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    828,802
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    8,206
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,206
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    820,596
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    820,596
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    820,596
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    794,102
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    794,102
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    794,102
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 820,596
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 10,201
    b From 2016...... 29,453
    c From 2017...... 11,399
    d From 2018...... 43,797
    e From 2019...... 58,055
    fTotal of lines 3a through e........ 152,905
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 794,102
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 794,102
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020. 26,494 26,494
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 126,411
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		126,411
    10 Analysis of line 9:
    a Excess from 2016.... 13,160
    b Excess from 2017.... 11,399
    c Excess from 2018.... 43,797
    d Excess from 2019.... 58,055
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Kathleeen Belmonte
    PO Box 10477
    Tampa,FL33679
    (813) 229-0804
    bThe form in which applications should be submitted and information and materials they should include:
    Submitted on forms provided by The Saunders Foundation.
    cAny submission deadlines:
    Applications accepted at any time
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Grants approved primarily for the Tampa Bay geographic area.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    A Kid's Place of Tampa Bay Inc
    1715 Lithia Pinecrest Rd
    Brandon,FL33511     		NONE PC For siblings connected-capacity building program 21,250
    Metropolitan Ministries
    2002 N Florida Avenue
    Tampa,FL33602     		NONE PC To support promiseland early education center 25,000
    Seniors in Service of Tampa Bay Inc
    1306 W Sligh Avenue
    Tampa,FL33604     		NONE PC For foster grandparent program 10,000
    Florida House on Capitol Hill
    Number One Second Street Northeast
    Washington,DC20002     		NONE PC Annual contribution 2,000
    Tampa Bay Watch
    3000 Pinellas Bayway S
    Tierra Verde,FL33715     		NONE PC For sponsorship of new discovery center founding membership program 10,000
    Girl Scouts of West Central Florida
    4610 Eisenhower Blvd
    Tampa,FL33634     		NONE PC To support stem programming to girls throughout 8-country area 25,000
    Oasis Network of New Tampa Inc
    16057 Tampa Palms Blvd W
    Tampa,FL33647     		NONE PC To purchase socks and underwear for 3,000 needy students in Hillsborough County schools 30,000
    Hillsborough Education Foundation
    2306 N Howard Avenue
    Tampa,FL33606     		NONE PC To George Edgecomb Bar Assn, Inc for 2020 Scholarship program 5,000
    The Helen Gordon Davis Centre for W
    305 S Hyde Park Avenue
    Tampa,FL33606     		NONE PC For empowering women and girls program at the centre for girls 10,000
    Eckerd College Inc
    4200 54th Avenue South
    St Petersburg,FL33711     		NONE PC For Aspec minority mentoring annual scholarship 15,000
    Habitat for Humanity of Hillsboroug
    509 E Jackson St
    Tampa,FL33602     		NONE PC To fund construction of Mathieu family home 10,000
    Lowry Park Zoological Society of Ta
    1101 W Sligh Avenue
    Tampa,FL33604     		NONE PC Final installment of grant award to renovate Saunders Conservation Theater 62,500
    Hillsborough Education Foundation
    2306 N Howard Avenue
    Tampa,FL33606     		NONE PC For teaching tools resource center 15,000
    Voices for Children of Tampa Bay In
    3314 Henderson Blvd 207
    Tampa,FL33609     		NONE PC For the necessities closet: undergarments & socks 15,000
    Henry B Plant Museum at Univ of Tam
    401 W Kennedy Blvd
    Tampa,FL33606     		NONE PC To completely transition self-guided audio tour to cell phones & personal devices 14,000
    Tampa Museum of Art
    120 W Gasparilla Plaza
    Tampa,FL33602     		NONE PC To help fund exhibit & communication education program 20,000
    A Brighter Community
    1613 N Marion St
    Tampa,FL33602     		NONE PC For 60 preschool scholarships & developmental support services 15,000
    Champions for Children
    3108 West Azeele Street
    Tampa,FL33609     		NONE PC For Kids on the Block program 12,500
    Wheelchairs 4 Kids Inc
    1976 S Pinellas Aveneu
    Tarpon Springs,FL34689     		NONE PC For Let's Roll Program 15,000
    Little Kids Rock
    PO Box 43369
    Montclair,NJ07043     		NONE PC For modern band: HCO for Innovative Music 15,000
    Tampa Bay Performing Arts Center In
    1010 NWC MacInnes Place
    Tampa,FL33602     		NONE PC For 2020-21 arts education and community engagement program 50,000
    Metropolitan Ministries
    2002 North Florida Ave
    Tampa,FL33602     		NONE PC For children's holiday needs 5,000
    Champions for Children
    3108 West Azeele Street
    Tampa,FL33609     		NONE PC For children's holiday needs 5,000
    Salvation ArmyTampa Area Command
    2815 S Macdill Ave
    Tampa,FL33629     		NONE PC For children's holiday needs 5,000
    Tampa Bay History Center
    801 Old Water Street
    Tampa,FL33602     		NONE PC For 4th installment payment of grant award of charting the future campaign 100,000
    The University of Tampa
    401 W Kennedy Blvd
    Tampa,FL33606     		NONE PC For 2nd installment payment of grant for art lobby & gallery with digital art display in Ferman Center for Arts 200,000
    Total .................................bullet 3a 712,250
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 431,719  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 243,391  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   675,110  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    675,110
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID: 20011551
    Software Version: 2020v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    The Saunders Foundation
    EIN:
    59-6152326
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Fees 6,500 0 0 6,500

    TY 2020 ContractorCompensationExpln
    Name:
    The Saunders Foundation
    EIN:
    59-6152326
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Contractor Explanation
    Sabal Trust Company Type of Service: Banking, BrokerageCompensation Explanation: Sabal Trust Company provides custodian services, investment management services and administrative services.

    TY 2020 GeneralExplanationAttachment
    Name:
    The Saunders Foundation
    EIN:
    59-6152326
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Identifier Return Reference Explanation
      General Explanation Supplemental Information for Form 990-PF Part VII-B, Line (1)(A)(4) - STATEMENT REGARDING DISQUALIFIED PERSONSCERTAIN OFFICERS OF THE FOUNDATION ARE PARTNERS OR CORPORATE OFFICERS OF FIRMS THAT RECEIVE COMPENSATION FOR THE PERFORMANCE OF SERVICES WHICH ARE REASONABLE AND NECESSARY TO CARRY OUT THE EXEMPT PURPOSE OF THE SAUNDERS FOUNDATION. SUCH COMPENSATION IS DEEMED NOT TO BE EXCESSIVE.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    The Saunders Foundation
    EIN:
    59-6152326
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AT&T    
    Air Products 252,209 262,385
    Apple Inc 251,614 255,183
    BP Capital Markets PLC 101,371 112,283
    Bank of America    
    Bank of New York Mellon    
    BB&T Corp 102,034 115,233
    Berkshire Hathaway 200,164 200,224
    Biogen Inc    
    Boeing Co    
    Bristol-Myers Squibb Co 99,185 113,036
    CVS Health Corp 203,777 208,774
    Chevron Corp 203,945 212,712
    Citibank NA NY 103,363 109,314
    Coca-Cola    
    Colgate Palmolive 204,989 218,078
    Comcast Corp SR GLBL 101,969 112,818
    Eaton Corp 250,959 260,863
    Florida Power 250,999 252,520
    Hewlett-Packard    
    Honeywell International 200,197 201,240
    Hormel Foods 103,510 103,424
    IBM SR GLBL NT 102,620 113,478
    JP Morgan Chase 251,962 262,837
    Metlife Inc 104,205 113,214
    Midamerican Energy Holdings 103,378 108,890
    Nike Inc 271,828 273,422
    Ralph Lauren Corp 102,268 112,399
    Texas Instruments 107,696 107,754
    Unilever Capital 254,630 250,960
    Visa Inc 266,571 266,080
    Westpac Banking Corp 100,833 108,693

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    The Saunders Foundation
    EIN:
    59-6152326
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Disney Walt Co Com    
    AT&T 245,369 186,652
    Verizon Communications Inc 223,657 259,969
    Home Depot Inc 94,616 142,107
    McDonald's Corp 41,214 633,011
    VF Corp 108,041 146,905
    Coca-Cola Co 48,983 466,140
    Kimberly-Clark Corp 63,690 404,490
    PepsiCo Inc 19,957 326,260
    Proctor & Gamble Co 31,439 417,420
    Sysco Corp    
    Smucker J M 105,615 102,884
    Walmart 250,248 312,085
    Tyson Foods Inc    
    Unilever PLC Sponsored ADR New    
    Exxon Mobil Corp    
    Chevron Corp 161,356 133,431
    AFLAC Inc 216,152 212,567
    JP Morgan Chase & Co Com 348,936 374,857
    Truist Finl Corp    
    NASDAQ 189,508 193,137
    US Bancorp 161,144 126,492
    Wells Fargo & Co    
    Chubb Limited    
    Bristol-Myers Squibb 101,790 99,868
    Johnson & Johnson 66,277 895,492
    Merck & Co Inc 110,839 147,240
    Pfizer 170,286 204,480
    Quest Diagnostic Inc    
    United Health Group 217,814 219,175
    Medtronic PLC 173,973 255,951
    Illinois Tool Works Inc    
    General Dynamics Corp 100,743 114,591
    Lockheed Martin Corp 167,580 200,564
    3M Co 39,943 275,294
    Union Pacific Corp 193,694 239,453
    United Parcel Service 139,839 391,530
    United Technologies Corp    
    Waste Management Inc 157,957 222,536
    Cisco Systems Inc 111,962 107,176
    Intel Corp 20,572 282,728
    Microsoft Corp 10,278 904,137
    Paychex Inc 134,642 401,606
    Texas Instruments 215,824 278,200
    Accenture PLC 98,928 142,359
    Broadcom Inc Com    
    Nucor Corp    
    Air Products & Chemicals 208,450 204,915
    Mid-America Apartment Communities 181,546 182,433
    Prologis Inc 110,528 172,312
    Realty Income Corp 195,071 225,677
    Kinder Morgan    
    Ishares Russell 1000 Growth 494,374 769,236
    American Electric Power Co Inc 289,811 328,084
    Dominion Energy Inc    
    Nextera Energy Inc 227,239 415,375
    Xcel Energy 195,431 205,677
    Southern Co    

    TY 2020 LegalFeesSchedule
    Name:
    The Saunders Foundation
    EIN:
    59-6152326
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal Fees 3,617 0 0 3,617


    TY 2020 OtherAssetsSchedule
    Name:
    The Saunders Foundation
    EIN:
    59-6152326
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Interest Receivable 221 243 243


    TY 2020 OtherExpensesSchedule
    Name:
    The Saunders Foundation
    EIN:
    59-6152326
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Insurance 1,098     1,098
    Postage 366     366
    Telephone 1,762     1,762


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    The Saunders Foundation
    EIN:
    59-6152326
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Agency Fees 20 20 0 0
    Sabal Trust Agency Fees 105,002 75,002 0 30,000


    TY 2020 TaxesSchedule
    Name:
    The Saunders Foundation
    EIN:
    59-6152326
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise Tax 8,304