2025-11-14T10:03:01-08:00 2024-12-31 592142260 CS&L CPAS 101 E KENNEDY BOULEVARD SUITE 1460 TAMPA FL 33602 990PF 2024-01-01 596152326 The Saunders Foundation SAUN 8132290804 PO Box 10477 Tampa FL 33679 Kathleen J Belmonte Trustee 2025-11-14 true true Susan O Thompson P00276728 8134904490 2024 2025-03-06 01:10:19Z X 18340669 X X 495744 495744 670505 1951706 670505 101 101 1166350 1166350 72000 14400 57600 1412 141 1271 5375 538 4837 112367 80525 31842 4118 1952 2166 4328 4328 199600 97556 102044 470000 470000 669600 97556 572044 496750 1068794 382958 661394 661394 100000 7138268 7574807 14081037 3860012 3741787 3598238 11481238 11977988 18340669 0 X 11481238 11977988 11481238 11977988 11481238 11977988 11481238 496750 11977988 11977988 Publicly Traded Securities P 1989-01-01 2024-12-31 1951020 1281201 669819 669819 Capital Gain Dividends 686 670505 14856 14856 14856 11375 10000 21375 X 101 6418 6418 false false false false false false false true true FL true false false false false true N/A Kathleen Belmonte 8132290804 PO Box 10477 Tampa FL 336790477 false false false false true false false false false false false false false false false false false false false false false false Solon F O'Neal Jr PO Box 10477 Tampa FL 33679 Trustee 3.00 12000 George B Howell III PO Box 10477 Tampa FL 33679 Trustee 4.00 12000 Kathleen J Belmonte PO Box 10477 Tampa FL 33679 Trustee 8.00 24000 Fred Dobbins PO Box 10477 Tampa FL 33679 Trustee 4.00 12000 Susan O Thompson PO Box 10477 Tampa FL 33679 Trustee 4.00 12000 NONE Sabal Trust Company 200 Central Avenue Suite 220 St Petersburg FL 33701 See Statement 10 112367 17837916 353613 0 18191529 0 18191529 272873 17918656 895933 895933 14856 14856 881077 881077 881077 572044 572044 881077 79616 572044 79616 0 492428 388649 Kathleeen Belmonte PO Box 10477 Tampa FL 33679 8132290804 Submitted on forms provided by The Saunders Foundation. Applications accepted at any time Grants approved primarily for the Tampa Bay geographic area. Seniors in Service of Tampa Bay Inc 1306 W Sligh Avenue Tampa FL 33604 NONE PC For the Foster Grandparent program. 15000 Florida House on Capitol Hill Number One Second Street Northeast Washington DC 20002 NONE PC Annual contribution. 2000 Oasis Opportunities 16057 Tampa Palms Blvd W 315 Tampa FL 33647 NONE PC For mobile clothing closet and pop-up shop and Socks and Underwear for Students program. 40000 Eckerd College 4200 54th Avenue South St Petersburg FL 33711 NONE PC For the O'Brien Off Annual scholarship. 15000 Habitat for Humanity of Hillsboroug 509 E Jackson St Tampa FL 33602 NONE PC To enable local residents to build safely. 10000 Voices for Children of Tampa Bay In 3314 Henderson Blvd 207 Tampa FL 33609 NONE PC For the Saunders Necessities Closet. 20000 Champions for Children 3108 West Azeele Street Tampa FL 33609 NONE PC For abcProgram's Baby Caf breastfeeding support clinics and service, Kids on the Block educational puppet program, and children's holiday needs. 30000 Metropolitan Ministries 2002 North Florida Ave Tampa FL 33602 NONE PC For children's holiday needs. 5000 Salvation ArmyTampa Area Command 2815 S Macdill Ave Tampa FL 33629 NONE PC For children's holiday needs. 5000 Children's Home Network 10909 Memorial Highway Tampa FL 33615 NONE PC For CARES program - campus activities, recreation, and education services. 15000 Great Exploration Childrens Museum 1925 4th St N St Petersburg FL 33704 NONE PC For school and community outreach STEAM programs. 10000 Jobsite Theatre 1010 N Macinnes Pl Tampa FL 33602 NONE PC For operations. 5000 Lighthouse of Pinellas 6925 112th Circle North Suite 103 Largo FL 33773 NONE PC For Early Intervention Program. 10000 More Health Inc 3821 Henderson Blvd Tampa FL 33629 NONE PC For nutritional continuum for Hillsborough Co. program. 15000 Community Foundation of Tampa Bay I 4300 W Cypress St Ste 700 Tampa FL 33607 NONE PC For Tampa Bay Rapid Response fund and 1 to 1 match. 5000 Early Learning Coalition of Hillsbo 6302 E Dr Martin Luther King Jr Blv Tampa FL 33619 NONE PC To sustain efforts in providing books & educational materials to families at no cost when participating in Day of Play. 5000 Judeo Christian Health Clinic Inc 4118 N Macdill Ave Tampa FL 33607 NONE PC For Referral Specialist position. 25000 Museum of Science and Industry 4801 E Fowler Ave Tampa FL 33617 NONE PC For Digital Dome Theatre project. 200000 Stageworks Inc 1120 E Kennedy Blvd 151 Tampa FL 33602 NONE PC For camera shoot and documentary of When the Righteous Triumph. 10000 Tampa Metroplitan Area YMCA Inc 110 E Oak Ave Tampa FL 33602 NONE PC For YMCA Reads program. 12000 Cornerstone Family Ministries Inc 1802 N Albany Ave Tampa FL 33607 NONE PC For Rosa Valdez Early Childhood and Lab. 10000 Biltmore Relief Fund for WNC 1 Lodge Street Asheville NC 28803 None NC Disaster Relief Fund for Western North Carolina after Hurricane Helene. Grant Restricted towards Recovery Efforts. Expenditure Responsibility Required to Document Payments Only Made To Eligible 501(c)(3) Organizations. 6000 470000 14 495744 14 101 18 670505 1166350 1166350 false false false false false false false false false false Accounting Fees 5375 538 0 4837 Sabal Trust Company Type of Service: Banking, BrokerageCompensation Explanation: Sabal Trust Company provides custodian services, investment management services and administrative services. BP Capital Markets PLC 100556 96651 Bank of New York Mellon Corp 105689 92911 Bristol-Myers Squibb Co 99185 97546 Comcast Corp 100817 97339 Hormel Foods Corp 102091 85386 MetLife Inc 100904 99166 Nike Inc 257417 240962 Ralph Lauren Corp 100495 99224 Texas Instruments Inc 104456 89828 Visa Inc 256493 236346 Archer-Daniels-Midland Co 106289 92350 Caterpillar Financial Services Corp 102402 96747 John Deere Capital Corp 104979 96073 Intel Corp Johnson & Johnson 105145 95587 3M Co 103217 89751 UnitedHealth Group Inc 99513 86218 Amazon.com Inc 101739 100569 Equinor ASA 98985 96771 GlaxoSmithKline Capital Inc 100318 97524 Prologis LP 96768 97367 American Electric Power 100237 102478 Amgen Inc 98191 100933 General Dynamics Corp 99321 99694 Honeywell International Inc 100786 101143 J M Smucker Co 100063 105531 NextEra Energy Capital Holdings 96032 100184 PepsiCo Inc 99431 99888 Phillips 66 Co 108535 108870 Public Storage Operating Co 93584 94345 Southern Co Gas Capital Corp 99595 102026 Southern Co 99038 99897 Truist Bank Union Pacific Corp 99857 100255 United Parcel Service Inc 100708 98974 Fifth Third Bancorp 98951 99704 Verizon Communications Inc 223657 176956 Home Depot Inc 94616 208110 McDonald's Corp 31768 637758 Coca-Cola Co 48983 529210 PepsiCo Inc 15731 262303 Proctor & Gamble Co 31439 502950 Chevron Corp Com 161356 228847 AFLAC Inc 167315 382728 JP Morgan Chase & Co Com 236567 479420 NASDAQ Inc Com 189508 337458 US Bancorp 161144 129858 Johnson & Johnson 30226 376012 Merck & Co Inc 111049 186028 UnitedHealth Group Inc 217814 316163 Medtronic PLC 173973 174538 General Dynamics Corp 100744 202887 Union Pacific Corp 193694 262246 United Parcel Service Inc 139839 293183 Waste Management Inc 157957 380778 Cisco Systems Inc Intel Corp Microsoft Corp 7992 1294005 Paychex Inc 78225 364572 Texas Instrutments Inc 215824 317829 Accenture PLC Ireland Shs Class A 98928 191725 Air Products & Chemicals Inc Mid-America Apartment Communities Inc 181546 222581 Prologis Inc Com 110528 182755 Realty Income Corp 177308 193878 Ishares Russell 1000 Growth (MKT) 306103 779065 NextEra Energy Inc 153167 260163 Xcel Energy Best Buy Co Inc 113747 84513 Blackrock Inc 149888 210147 Ishares Core S&P Mid-Cap (MKT) 179054 200950 Ishares Core S&P Small-Cap (MKT) 178938 181472 Consumer Discretionary Select Sector SPD 247008 270342 Vanguard Communication Services ETF 252472 289000 Duke Enegery Corp 149325 172923 ConocoPhillips Bank of New York Mellon Corp 148542 253539 Abbvie Inc Com 110018 181254 Pfizer Inc 170286 147374 Amgen Inc 141602 145958 Fastenal Co 124964 157123 General Mills 97160 95655 PNC Financial Services 181871 217921 Southern Co 95950 111132 American Water Works Co Inc 193480 199184 Apple Inc 227954 287983 Exxon Mobil Corp 349913 342073 Internation Business Machines Corp 96706 116510 L3Harris Technologies Inc 149785 152453 Materials Select Sector SPDR Fund 133712 126210 Stabley Black & Decker Inc 147418 132479 Walt Disney Co 118013 130836 Legal Fees 1412 141 0 1271 Insurance 1991 1991 Postage 73 73 Telephone 2264 2264 Other Investment Income 101 101 Sabal Trust Fees 112367 80525 0 31842