2024-02-14T14:28:32-08:00 2022-12-31 Filing under Hurricane Idalia Relief 592142260 CHRISTOPHER SMITH LEONARD Et Al 101 E Kennedy Blvd Suite 1460 Tampa FL 33602 990PF 2022-01-01 596152326 The Saunders Foundation SAUN 8132290804 PO Box 10477 Tampa FL 33679 Kathleen J Belmonte Trustee 2024-02-14 true Kathleen J Belmonte 999009999 true Susan O Thompson P00276728 8134904490 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 16985694 X X 436041 436041 617060 2093417 617060 442 442 1053543 1053543 62000 12400 49600 6811 6811 7375 7375 112032 80274 31758 16000 21392 14994 6398 3425 3425 229035 107668 105367 681200 681200 910235 107668 786567 143308 945875 278250 889348 889348 100000 100187 7217820 7066733 12499133 4221858 3802910 3494669 112 2357 2357 11718040 11861348 16985694 0 X 11718040 11861348 11718040 11861348 11718040 11861348 11718040 143308 11861348 11861348 Publicly Traded Securities P 2021-01-01 2022-12-31 2091934 1476357 615577 615577 Capital Gain Dividends 1483 617060 13148 13148 13148 18318 18318 X 5170 5170 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 14000 Fred Dobbins PO Box 10477 Tampa FL 33679 Trustee 3.00 12000 Susan O Thompson PO Box 10477 Tampa FL 33679 Trustee 3.00 12000 NONE Sabal Trust Company 200 Central Avenue Suite 220 St Petersburg FL 33701 See Statement 10 112033 16919750 862515 0 17782265 0 17782265 266734 17515531 875777 875777 13148 13148 862629 862629 862629 786567 786567 862629 41963 41963 786567 0 786567 41963 41963 34099 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. Florida House on Capitol Hill Number One Second Street Northeast Washington DC 20002 NONE PC Annual contribution 2000 Tampa Bay Watch 3000 Pinellas Bayway S Tierra Verde FL 33715 NONE PC To create Staff Mobile Education program for outside learning programs. 19000 Oasis Network of New Tampa Inc 16057 Tampa Palms Blvd W 315 Tampa FL 33647 NONE PC For socks and underwear for students and back to basics program. 30000 Eckerd College 4200 54th Avenue South St Petersburg FL 33711 NONE PC For Aspec minority mentoring annual scholarship. 25000 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 ABC program's baby cafe breastfeeding support clinics and services and Kids On the Block program. 25000 Tampa Bay Performing Arts Center In 1010 NWC MacInnes Place Tampa FL 33602 NONE PC For 2022-23 arts education. 50000 Metropolitan Ministries 2002 North Florida Ave Tampa FL 33602 NONE PC For the children's holiday needs. 5000 Tampa Bay History Center 801 Old Water Street Tampa FL 33602 NONE PC To help underwrite cost to acquire Baptista Boazio Map of St Augustine. 5000 The University of Tampa 401 W Kennedy Blvd Tampa FL 33606 NONE PC Fourth installment payment of grant for art lobby & gallery with digital art display in Ferman Center for Arts. 200000 Chapters Health Foundation Inc 3010 West Azeele Street Suite 120 Tampa FL 33609 NONE PC To support Circle of Love grief center and Camp Circle of Love. 31200 Salesian Sisters of Tampa Inc 315 West Columbus Drive Tampa FL 33602 NONE PC For pavillion and renovation project. 25000 The Florida Aquarium 701 Channelside Drive Tampa FL 33602 NONE PC For coral conservation program. 20000 Jobsite Theatre 1010 N Macinnes Pl Tampa FL 33602 NONE PC For Hamlet student field trip matinees and to cover teaching artists in schools. 5000 Seniors in Service of Tampa Bay Inc 1306 W Sligh Avenue Tampa FL 33604 NONE PC For foster grandparent program 10000 Achieve Plant City 202 W Reynolds St Plant City FL 33563 NONE PC To support adult literacy. 10000 Academy Prep Tampa Bay 1407 East Columbus Drive Tampa FL 33605 NONE PC For graduate support services. 10000 A Kid's Place 1715 Lithia Pinecrest Road Brandon FL 33511 PC To purchase kitchen and laundry appliances for home. 9000 High Risk Hope Inc 1320 E 9th Ave Tampa FL 33605 NONE PC To provide bed rest baskets, NICU napsacks and bereavement boxes. 5000 Southwest Florida Community Foundat 2031 Jackson St Fort Myers FL 33901 NONE PC For SWFL Emergency Relief Fund - Hurricane Ian, including holiday needs of children affected by Hurricane Ian. 40000 The Florida Orchestra 244 2nd Avenue North Suite 420 St Petersburg FL 33701 NONE PC For education and communication engagement program, strings for kids and teaching artists. 35000 Friends of Joshua House Inc 1515 Michelin Ct Lutz FL 33549 NONE PC For therapy programs and life enrichment activities. 10000 More Health Inc 3821 Henderson Blvd Tampa FL 33629 NONE PC For nutrition continuum for Hillsborough County. 15000 Southeastern Guide Dogs Inc 4210 77th St E Palmetto FL 34221 NONE PC To replace 19 computers in 6 departments. 25000 Virginia Tech Foundation Inc 240 Mccomas Hall Blacksburg VA 24061 NONE PC For William Newill Saunders Memorial Scholarship. 50000 681200 14 436041 14 442 18 617060 1053543 1053543 false false false false false false false false false false Accounting Fees 7375 0 0 7375 Sabal Trust Company Type of Service: Banking, BrokerageCompensation Explanation: Sabal Trust Company provides custodian services, investment management services and administrative services. Air Products & Chemicals Inc Sr NT 250445 249490 Apple Inc SR NT BP Capital Markets PLC 100979 94165 Bank of New York Mellon 107695 89693 Branch Banking & Trust Corp BDS 101356 94678 Bristol-Myers Squibb Co 99185 95326 CVS Health Corporation Sr Glbl Chevron Corp Note Citibank NA NY Sr Glbl NT 24 101444 98617 Colgate Palmolive Co Mtn Fr 202137 196726 Comcast Corp Sr Glbl NT 101364 94366 Eaton Corp Sr NT Hormel Foods Corp 102771 81508 International Business Machs Sr Glbl NT 101668 96133 JP Morgan Chase & Co Sr NT 250390 247888 Metlife Inc Sr Glbl NT 102524 97254 MidAmerican Energy Holdings 101126 98912 Nike Inc 264555 231003 Ralph Lauren Corp 101361 97161 Texas Instruments Inc 106081 86680 Visa Inc 261473 225512 Westpac Banking Corp 100358 98250 Archer Daniels Midland Co Sr 108285 90450 Caterpillar Finl Svcs Corp Mtns Be Fr 104709 92424 John Deere Capital Corp 107629 93534 Intel Corp 104459 85966 Johnson & Johnson Sr Glbl NT 107925 93339 3M Co Sr Glbl NT 104392 85049 UnitedHealth Group Inc 99513 82669 Amazon 104992 101743 Equinor ASA 98619 94869 Glaxosmith Line Cap 100499 96155 Pharmacia Corp 109658 109869 Prologis DTD 95318 95240 Verizon Communications Inc 223657 174345 Home Depot Inc 94616 168985 McDonald's Corp 36176 672002 Coca-Cola Co 48983 540685 PepsiCo Inc 19957 397452 Proctor & Gamble Co 31439 454680 Smucker J M Co 105616 141029 Chevron Corp Com 161356 283594 AFLAC Inc 216152 343873 JP Morgan Chase & Co Com 348936 395595 NASDAQ Inc Com 189508 267793 US Bancorp Del 161144 118401 Johnson & Johnson 43658 650072 Merck & Co Inc 111049 207477 UnitedHealth Group Inc 217814 331363 Medtronic PLC 173973 169818 General Dynamics Corp 100744 191045 3M Co Sr Glbl NT 29 39943 188874 Union Pacific Corp 193694 238131 United Parcel Service 139839 404178 Waste Management Inc 157957 296033 Cisco Systems Inc 111962 114098 Intel Corp 20572 149990 Microsoft Corp 7992 736247 Paychex Inc 85153 324724 Texas Instrustments Inc 215824 280048 Accenture PLC Ireland Shs Class A 98928 145428 Air Products & Chemicals Inc 208450 231195 Mid-America Apartment Communities Inc 181546 226066 Prologis Inc Com 110528 194910 Realty Income Corp 181510 230251 Ishares Russell 1000 Growth (MKT) 306103 415625 Nextera Energy Inc 153167 303384 Xcel Energy 195431 216289 Best Buy Co Inc 113747 79007 Blackrock Inc 149888 145269 Ishares Core S&P Mid-Cap (MKT) 179054 156019 Ishares Core S&P Small-Cap (MKT) 178938 149058 Select Sector SPDR Consumer Discret 247008 155638 Vanguard Communication Srvcs 252472 153396 Duke Enegery Corp 149325 165299 ConocoPhillips 105843 212400 Bank of New York Mellon Corp 293077 296381 Abbvie Inc Com 110018 164842 Pfizer Inc 170286 284638 Target 141546 90169 Amgen Inc 141602 147078 Digital Realty Trust 140552 96259 100000 100187 Legal Fees 6811 0 0 6811 Interest Receivable 112 2357 2357 Insurance 991 991 Postage 424 424 Telephone 2010 2010 Other Investment Income 442 442 Sabal Trust Fees 112032 80274 0 31758 Excise Tax 16000