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Nonprofiteer
← SAUL ALEXANDER FOUNDATION

Form 990 for tax year 2022

Filed by SAUL ALEXANDER FOUNDATION.

Totals

Total revenue
$129,553
Total expenses
$165,442
Contributions and grants received
$0
Grants paid
$128,709
Program service revenue
$0
Investment income
$129,553
Other revenue
$0
Total assets, end of year
$2,862,759
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,862,759
Program services expenses (Part IX)
$128,709
Management and general expenses
$36,733
Fundraising expenses
$0
Program service expenses (Part III)
$128,709

Program services were 77.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $71,384 · excluded $71,384

  • 7a · Gross sales of assets other than inventory

    securities $2,709,784

  • 7b · Less cost or other basis and sales expenses

    securities $2,651,615

  • 7c · Gain or loss

    securities $58,169

  • 7d · Net gain or loss

    total $58,169 · excluded $58,169

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $128,709 · program services $128,709

  • 11c · Fees: accounting

    total $2,400 · management and general $2,400

  • 11f · Fees: investment management

    total $2,504 · management and general $2,504

  • 21 · Payments to affiliates

    total $31,218 · management and general $31,218

  • 22 · Depreciation, depletion and amortization

    total $459 · management and general $459

  • 24a · Other expenses: MEETINGS & EVENTS

    total $152 · management and general $152

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $277,098 · end of year $286,304

  • 9 · Prepaid expenses and deferred charges

    beginning of year $257 · end of year $202

  • 11 · Investments: publicly traded securities

    beginning of year $2,475,881 · end of year $2,045,041

  • 12 · Investments: other securities

    beginning of year $647,319 · end of year $531,212

  • 27 · Net assets without donor restrictions

    beginning of year $3,400,555 · end of year $2,862,759

Mission and programs · 2022

Mission

THE SAUL ALEXANDER FOUNDATION WAS ESTABLISHED TO SUPPORT JEWISH CAUSES AND OTHER CHARITABLE AND EDUCATIONAL SCHOLARSHIP PROGRAMS IN SUMMERVILLE AND CHARLESTON COUNTY, SOUTH CAROLINA.

Activities or mission (Part I)

TO SUPPORT JEWISH AND OTHER CHARITABLE CAUSES IN SUMMERVILLE AND CHARLESTON COUNTY, SC.

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $128,709 · Grants $128,709

As filed on the 2022 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Greg Rothschild

    ASSOCIATE

    Total calculated
    $0
    Hours/week
    1
  • Susan Pearlstine

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Henry Smythe Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Anita Zucker

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1
  • George Tupper

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Thomas P Anderson

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Mark Pinosky

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1
  • Edie Blakeslee

    VP, GRANTS & COMMUNITY LEADERSHIP

    Total calculated
    $160,909
    From this org
    $0
    From related orgs
    $139,827
    Other
    $21,082
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $139,827 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $7,452 related
    Nontaxable benefits
    $0 + $13,630 related
    Filer's total
    $0 + $160,909 related
  • Jane Litz

    CFO

    Total calculated
    $215,800
    From this org
    $0
    From related orgs
    $189,508
    Other
    $26,292
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $189,508 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,111 related
    Nontaxable benefits
    $0 + $17,181 related
    Filer's total
    $0 + $215,800 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
14 May 2023
IRS schema version
2022v5.0
Source object
202341359349300944

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