2024-05-30T16:54:03-04:00 2022-12-31 371852224 CAL ACCOUNTING 26335 CARMEL RANCHO BLVD SUITE 9 CARMEL CA 93923 990PF 2022-01-01 680616611 SAUNDERS FAMILY CHARITABLE FUND SAUN 4157300057 765 MARKET ST SUITE 24D SAN FRANCISCO CA 94103 JOSEPH W SAUNDERS PRESIDENT 4157300057 2024-05-30 true JOE SAUNDERS 999009999 false CHRISTOPHER LOCKE P01541040 8312750084 2024-05-30 2022 2023-04-26 12:10:37Z X 3028052 X 12500 X 129 129 129 63941 63941 63941 98042 989283 3938 174612 68008 64070 10000 5000 5000 16561 8281 8280 2799 2799 36243 6243 65603 22323 13280 493967 493967 559570 22323 507247 -384958 45685 64070 57512 43613 43615 1002763 798180 2384959 729513 600437 528950 109511 72111 70528 1899299 1514341 3028052 0 X 1899299 1514341 1899299 1514341 1899299 1514341 1899299 -384958 1514341 1514341 3938 635 635 635 X 27 662 false false false false false false false true true true false false false false true N/A CHRIS LOCKE CPA 8312750084 26335 CARMEL RANCHO BLVD SUITE 9 CARMEL CA 93923 false false false false false false false false false false false false false false false false false false false false JOSEPH W SAUNDERS 765 MARKET STREET 24D SAN FRANCISCO CA 94103 PRESIDENT 2.00 0 0 0 SHARON P SAUNDERS 765 MARKET STREET 24D SAN FRANCISCO CA 94103 VICE-PRESIDE 2.00 0 0 0 CHRISTINE SAUNDERS 765 MARKET STREET 24D SAN FRANCISCO CA 94103 VICE-PRESIDE 2.00 5000 0 0 THOMAS J SAUNDERS 765 MARKET STREET 24D SAN FRANCISCO CA 94103 VICE-PRESIDE 2.00 5000 0 0 JOHN N STAPLES III ESQ 215 W FRANKLIN ST 5TH FLOOR MONTEREY CA 93940 SECRETARY 2.00 0 0 0 NONE NONE N/A 3174984 50564 93388 3318936 3318936 49784 3269152 163458 163458 635 635 162823 162823 162823 507247 507247 162823 591052 592346 592346 146121 688110 2609975 507247 162823 344424 2954399 0 591052 2363347 592346 592346 146121 688110 344424 HELEN BURROWS 765 MARKET STREET SUITE 24D SAN FRANCISCO CA 94103 6508679385 SAUNDERSHOMEOFFICE@GMAIL.COM IN WRITING NONE PREFERENCE TO EDUCATIONAL PURPOSES NORTHWESTERN UNIVERSITY 633 CLARK STREET EVANSTON IL 60208 EDUCATION 16000 YOUTH ALIVE 3300 ELM STREET OAKLAND CA 94609 GENERAL PURPOSES 50000 NORTH BAY CHILDREN'S CENTER 932 C STREET NOVATO CA 94949 GENERAL PURPOSES 25000 GUARDIAN TRAINING 3007 SACRAMENTO STREET BERKELEY CA 94702 EDUCATION 25000 HAWAIIAN ISLANDS LAND TRUST 126 QUEEN STREET SUITE 306 HONOLULU HI 96813 GENERAL PURPOSES 50000 THE BASIC FUND 1301 CLAY STREET 70450 OAKLAND CA 94612 GENERAL PURPOSES 40000 SPARE FOR CHANGE 576 KAIOLA STREET KIHEI HI 96753 GENERAL PURPOSES 10000 THE BAY EDUCATION FUND 1616 FRANKLIN ST FL 2 OAKLAND CA 94612 GENERAL PURPOSES 250000 MARINE CORPS SCHOLARSHIP FUND 909 N WASHINGTON STREET SUITE 400 ALEXANDRIA VA 22314 SCHOLARSHIPS 10000 UNIVERSITY OF HAWAII 3444 DOLE STREET HONOLULU HI 96822 SCHOLARSHIPS 17967 493967 129 63941 98042 162112 162112 false false false false false false false false false false INDIRECT ACCOUNTING FEES 16561 8281 8280 ST COVERED JP MORGAN PURCHASE 274925 291146 -16221 LT COVERED JP MORGAN PURCHASE 710420 600095 110325 FIXED INCOME INVESTMENTS 600437 528950 STOCKS HELD 798180 2384959 ALTERNATIVE INVESTMENTS AT COST 72111 70528 EXPENSES ADMINISTRATIVE ASSISTANT 30000 INVESTMENT MANAGEMENT FEES 6243 6243 FOUNDATIONS PRIOR CPA PASSED AWAY AND HAD KEPT ALL THE RECORDS REQUIRED FOR THE BOOKKEEPING. IT HAS TAKEN SOME TIME TO PUT TOGETHER EVERYTHING NECESSARY TO FILE THE RETURN. WE ARE REQUESTING AN ABATEMENT OF THE FAILURE TO FILE PENALTY BASED ON THE ABOVE REASONABLE CAUSE. ADDITIONALLY, WE RESPECTFULLY REQUEST THAT THE FAILURE TO FILE PENALTY BE ABATED BASED ON THE IRS'S FIRST TIME ABATE ADMINISTRATIVE WAIVER PROCEDURES, AS DISCUSSED IN IRM 20.1.1.3.6.1, FIRST TIME ABATE (FTA). TAXPAYER MEETS FIRST-TIME PENALTY ABATEMENT CRITERIA ACCORDING TO IRM 20.1.1.3.6, THE IRS'S REASONABLE CAUSE ASSISTANT PROVIDES AN OPTION FOR PENALTY RELIEF FOR FAILURE-TO-FILE, FAILURE-TO-PAY, AND FAILURE-TO-DEPOSIT PENALTIES IF THE TAXPAYER MEETS CERTAIN CRITERIA. THE TAXPAYER MEETS ALL OF THE FIRST-TIME PENALTY ABATEMENT CRITERIA AS STATED BELOW: "FILING COMPLIANCE: MUST HAVE FILED (OR FILED A VALID EXTENSION FOR) ALL REQUIRED RETURNS AND CAN'T HAVE AN OUTSTANDING REQUEST FOR A RETURN FROM THE IRS. "PAYMENT COMPLIANCE: MUST HAVE PAID, OR ARRANGED TO PAY ALL TAX DUE (CAN BE IN AN INSTALLMENT AGREEMENT AS LONG AS THE PAYMENTS ARE CURRENT). "CLEAN PENALTY HISTORY: HAS NO PRIOR PENALTIES (EXCEPT AN ESTIMATED TAX PENALTY) FOR THE PRECEDING THREE YEARS. INDIRECT TAXES/LICENSES 2799 2799