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The Jim Saunders Fund

Tax-deductible

Kailua Kona, HI501(c)(3)Foundations & GrantmakersEIN 86-2233233Revenue $550K in FY2024

On file with the IRSPo Box 1089, 96745-1089 · Kailua Kona, HITax-exempt since Sep 2021Publicly supported charity — 170(b)(1)(A)(vi)

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Providing for educational scholarships and grants to individuals with the goal of assisting them to continually seek knowledge. Additionally, to provide grants to individuals who have experienced a catastrophic event or an emergency hardship and as a result need financial assistance.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Run by 4 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 4
filings with a surplus
Average surplus $259K a year · 44% of revenue · last 4 filings
Looks good: a surplus in 4 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
40 mo
of spending, in cash
Looks good: 40.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
17
named funders · $295K
Looks good: 17 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 3 voting members
Looks good: 3 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$550K
-11% vs prior year
Spent
$364K
To programs
100%
Net assets
$1.3M
By yearFY2021–FY2024
Revenue
$550K
FY2024▼ -11%
Tap a bar for its year
Revenue by fiscal year
FY2021$697K
FY2022$504K
FY2023$618K
FY2024$550K
Expenses
$364K
FY2024▲ +17%
Tap a bar for its year
Expenses by fiscal year
FY2021$342K
FY2022$319K
FY2023$310K
FY2024$364K
Net assets
$1.3M
FY2024▲ +16%
Tap a bar for its year
Net assets by fiscal year
FY2021$666K
FY2022$851K
FY2023$1.2M
FY2024$1.3M

From the FY2024 Form 990 · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Sep 2021.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $364K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

3 people listed on the 990.

Part VII, Section A · reportable compensation
James McIntosh
President, Director
$0Pt VII · Sec A
Dan Rose
Secretary, Director
$0Pt VII · Sec A
Jennifer Sills
Treasurer, Director
$0Pt VII · Sec A
See The Jim Saunders Fund executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers scholarships for education and grants for emergency hardship.

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Provided by the organization

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1 program · $364K · in their own filed words · FY2024
01

Providing for educational scholarships and grants to individuals with the goal of assisting them to continually seek knowledge. Additionally, to provide grants to individuals who have experienced a catastrophic event or an emergency hardship and as a result need financial assistance.

$364Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
The Bessemer Giving FundFY2024$50K
National Philanthropic TrustFY2024$48K
Donor Advised Charitable Giving INCFY2024$47K
Fidelity Investments Charitable Gift FundFY2024$41K
Marin Community FoundationFY2024$24K
Whitefish Community Foundation INCFY2024$15K
The San Francisco FoundationFY2024$11K
Penner Family Foundation INCFY2024$10K
Total grants receivedfrom 17 funders$295K
See all 17 funders →
Grants paid · 48 grants · $1.3M · 2021–2024
Hawaii Preparatory AcademyHI · FY2024$102,189
Makua Lani Christian AcademyHI · FY2024$42,697
Unitemized GrantFY2024$40,800
Unitemized GrantFY2024$35,387
Akahiao Nature InstituteHI · FY2024$25,175
Kuleana Education INCHI · FY2024$20,300
Parker SchoolHI · FY2024$20,200
Waikoloa Baptist ChurchHI · FY2024$14,043
Honolulu Student Housing One LLCFY2024$12,950
Olson & SonsFY2024$10,000
University of HawaiiFY2024$9,852
Southwest Baptist UniversityMO · FY2024$8,171
The Salvation ArmyHI · FY2024$5,100
Hawaii Preparatory AcademyHI · FY2023$97,735
Unitemized GrantFY2023$36,590
Unitemized GrantFY2023$34,614
Honolulu Student Housing One LLCFY2023$28,018
Makua Lani Christian AcademyHI · FY2023$22,745
See all 48 grants →

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$550K
Ln 12
Gifts and grantsLn 1h$550K
Money outPt IX
$364K
Ln 25
Programscol B$364K
Owns and owesPt X
$1.3M
net assets · Ln 32
Cash and savingsLn 1–2$1.2M
Total assetsLn 16$1.3M
LiabilitiesLn 26$0
PeoplePt VI, VII
3
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$550K
Total revenueLn 12$550K
Assets in detailPt X, end of year
CashLn 1$1.2M
Cash and savings togetherLn 1–2$1.2M
Total assetsLn 16$1.3M
LiabilitiesLn 26$0
Net assetsLn 32$1.3M
OperationsPt I, VI
EmployeesI 50
VolunteersI 64
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$1.1M$1.2M
Total assetsLn 16$1.2M$1.3M
LiabilitiesLn 26$0$0
Net assetsLn 32$1.2M$1.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$280K$280K
Grants to domestic individualsLn 2$76K$76K
Legal feesLn 11b$7K$7K
Other expenses (24a–d)Ln 24$225$225
Total functional expensesLn 25$364K$364K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $550K$364K$186K$1.3M 990 PDF
FY2023 $618K$310K$308K$1.2M 990 PDF
FY2022 $504K$319K$185K$851K 990 PDF
FY2021 $697K$342K$356K$666K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $549,718 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $618,090$549,718
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $618,090$549,718
I-13 Grants and similar amounts paidPrior year $305,095$356,146
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $4,691$7,520
I-18 Total expensesPrior year $309,786$363,666
I-19 Revenue less expensesPrior year $308,304$186,052
Part VI · Governance 3 of 3 board members independent, 3 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members3
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $549,718 across 3 lines filed
VIII-1f All other contributions, gifts and grants$549,718
VIII-1h Total contributions, gifts and grants$549,718
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$549,718
Part IX · Statement of functional expenses $363,666 across 4 lines filed
IX-1 Grants to domestic organizationsPrograms $279,960$279,960
IX-2 Grants to domestic individualsPrograms $76,186$76,186
IX-11b Legal feesPrograms $7,295$7,295
IX-24 Other expenses (24a–d)Programs $225$225
IX-25 Total functional expensesPrograms $363,666 · Management $0 · Fundraising $0$363,666
Part X · Balance sheet $1,345,715 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $1,146,143$1,214,195
X-4 Accounts receivableStart of year $13,520$131,520
X-16 Total assetsStart of year $1,159,663$1,345,715
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $1,159,663$1,345,715
X-33 Total liabilities and net assetsStart of year $1,159,663$1,345,715
Part XI · Reconciliation of net assets $1,345,715 net assets at year end
XI-1 Total revenue$549,718
XI-2 Total expenses$363,666
XI-3 Revenue less expenses$186,052
XI-4 Net assets at start of year$1,159,663
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,345,715

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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