2025-11-13T11:14:28-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990PF 2023-01-01 680616611 SAUNDERS FAMILY CHARITABLE FUND SAUN 6508679385 765 MARKET STREET 24D SAN FRANCISCO CA 94103 JOSEPH W SAUNDERS TRUSTEE 6508679385 2025-11-10 1 1 BRIAN YACKER P00401346 9492222999 2025-11-10 2023 2025-03-06 01:10:19Z X X 4202648 X 1073197 1966 1966 79351 79351 81607 1736924 908085 1236121 989402 10000 5000 5000 84971 42486 42485 2850 1425 1425 6898 6898 0 2918 1459 1459 107637 57268 50369 545923 545923 653560 57268 596292 582561 932134 43613 56104 56104 798180 989362 3232242 600437 846542 805995 72111 105797 108307 1514341 1997805 4202648 0 0 X 1514341 1997805 1514341 1997805 1514341 1997805 1514341 582561 157642 2254544 256739 1997805 PUBLICLY TRADED SECURITIES 2023-01-01 2023-12-31 1009509 170446 839063 839063 PUBLICLY TRADED SECURITIES 2023-01-01 2023-12-31 697808 628786 69022 69022 908085 12957 0 12957 0 12957 0 0 0 0 2618 2618 0 10339 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A BAKER TILLY ADVISORY GROUP LP 9492222999 18500 VON KARMAN AVENUE 10TH FLOOR IRVINE CA 92612 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOSEPH W SAUNDERS 765 MARKET STREET 24D SAN FRANCISCO CA 94103 TRUSTEE 2.00 0 0 0 SHARON P SAUNDERS 765 MARKET STREET 24D SAN FRANCISCO CA 94103 TRUSTEE 2.00 0 0 0 CHRISTINE S BERG 765 MARKET STREET 24D SAN FRANCISCO CA 94103 TRUSTEE 2.00 5000 0 0 THOMAS J SAUNDERS 765 MARKET STREET 24D SAN FRANCISCO CA 94103 TRUSTEE 2.00 5000 0 0 NONE 0 NONE 0 0 4080048 57593 120284 4257925 0 0 4257925 63869 4194056 209703 209703 12957 12957 196746 0 196746 0 196746 596292 0 596292 196746 0 0 592346 153234 146121 486157 344424 1722282 596292 0 0 0 196746 399546 0 0 2121828 0 0 0 0 0 0 592346 1529482 153234 146121 486157 344424 399546 JOSEPH W SAUNDERS SHARON P SAUNDERS HELEN BURROWS 765 MARKET STREET SUITE 24D SAN FRANCISCO CA 94103 6508679385 SAUNDERSHOMEOFFICE@GMAIL.COM SUBMIT APPLICATIONS IN WRITING TO ADDRESS ABOVE. NO SPECIFIC DEADLINE. RECIPIENTS MUST BE EXEMPT AS A PUBLIC CHARITY UNDER IRC 501(C)(3). PREFERENCE TO EDUCATIONAL PURPOSES. JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA 1212 BROADWAY PLAZA 2100 WALNUT CREEK CA 94596 NONE PC GENERAL SUPPORT 10000 MARINE CORPS SCHOLARSHIP FOUNDATION 909 N WASHINGTON STREET SUITE 400 ALEXANDRIA VA 22314 NONE PC SCHOLARSHIPS 10000 MAUI PREPARATORY ACADEMY 4910 HONOAPIILANI HIGHWAY LAHAINA HI 96761 NONE PC GENERAL SUPPORT 50000 NORTH BAY CHILDREN'S CENTER 932 C STREET NOVATO CA 94949 NONE PC GENERAL SUPPORT 35000 NORTHWESTERN UNIVERSITY 633 CLARK STREET EVANSTON IL 60208 NONE PC EDUCATION 16000 TEACH FOR AMERICA 25 BROADWAY 12TH FLOOR NEW YORK NY 10004 NONE PC GENERAL SUPPORT 100000 THE BAY EDUCATION FUND 5214F DIAMOND HEIGHTS BOULEVARD SUITE 3107 SAN FRANCISCO CA 94131 NONE PC GENERAL SUPPORT 250000 UNIVERSITY OF CALIFORNIA - SAN FRANCISCO FOUNDATION 2001 THE EMBARCADERO 3RD FLOOR SAN FRANCISCO CA 94133 NONE PC GENERAL SUPPORT 50000 UNIVERSITY OF HAWAI'I PO BOX 11270 HONOLULU HI 96828 NONE PC TUITION FOR STUDENTS 14923 VERTICAL SPORTS MAUI PO BOX 38 KIHEI HI 96753 NONE PC GENERAL SUPPORT 10000 545923 0 14 1966 14 79351 18 81607 0 162924 0 162924 0 0 0 0 0 0 0 0 0 0 X X 1 JOSEPH W AND SHARON P SAUNDERS 765 MARKET STREET 24D SAN FRANCISCO CA 94103 77693 X 2 JOSEPH W AND SHARON P SAUNDERS 765 MARKET STREET 24D SAN FRANCISCO CA 94103 995504 X 2 4554 SHARES OF VISA INC-CLASS A 995504 2023-01-09 ACCOUNTING AND TAX SERVICE 2850 1425 1425 AMENDED RETURN STATEMENT FORM 990-PF THE 2023 FORM 990-PF IS BEING AMENDED FOR THE FOLLOWING REASONS:TO CORRECT THE REPORTING OF REALIZED GAINS FROM THE SALE OF PUBLICLY TRADED SECURITIES. THIS AFFECTS FORM 990-PF, PARTS I, IV, AND V.TO CORRECT THE GRANTEES, IRS STATUS, RELATIONSHIP STATUS, AND AMOUNTS REPORTED AS GRANTS. THIS AFFECTS FORM 990-PF, PARTS I AND XIV.TO CORRECT THE BOOK VALUE/COST BASIS FOR CORPORATE STOCKS AND BONDS. THIS AFFECTS FORM 990-PF, PART II.TO CORRECT THE MINIMUM INVESTMENT RETURN CALCULATION. THIS AFFECTS FORM 990-PF, PARTS IX, X, AND XII.TO CORRECT THE ANALYSIS OF INCOME-PRODUCING ACTIVITIES. THIS AFFECTS FORM 990-PF, PART XV-A.TO REPORT CHARITABLE CONTRIBUTIONS OVER $5,000. THIS AFFECTS FORM 990-PF, SCHEDULE B. FIXED INCOME INVESTMENTS 846542 805995 PUBLICLY TRADED SECURITIES 989362 3232242 ALTERNATIVE INVESTMENTS AT COST 105797 108307 BOOK/TAX SECURITIES ADJUSTMENT 256739 UNREALIZED GAINS 157642 CUSTODIAL AND INVESTMENT 6898 6898 0 N/A PAYROLL TAXES 2918 1459 1459