SACCHI FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SACCHI FOUNDATION (EIN 20-1886561)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-31
- IRS object ID
- 202412139349101431
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- General Explanation Attachment
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-31T18:06:16-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL BERRY CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5045 | AddressLine1Txt |
| City | CULVER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 902315045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201886561 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SACCHI FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O FIRST FOUNDATION BANK | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SACC | BusinessNameControlTxt |
| Phone | 8779686328 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18101 VON KARMAN AVE 750 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETTIE SACCHI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8779686328 | PhoneNum |
| Signature | 2024-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL BERRY | PreparerPersonNm |
| PTIN | P00179412 | PTIN |
| Phone | 3108382204 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $294,826 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $130,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,844 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,844 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,682 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $47,155 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,682 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $138,526 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,526 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $57,593 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,562 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $55,031 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $173 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $75 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,966 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,562 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $57,306 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $154,966 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,562 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $152,306 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,440 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,964 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,244 | CashBOYAmt |
| Cash EOY | $16,840 | CashEOYAmt |
| Cash EOYFMV | $16,840 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,378 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,007 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,007 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $70,810 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $21,817 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $21,817 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $169,652 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $243,162 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $243,162 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $286,084 | TotalAssetsBOYAmt |
| Total Assets EOY | $294,826 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $294,826 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $286,084 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $294,826 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $286,084 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $294,826 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $286,084 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $294,826 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $286,084 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,440 | ExcessRevenueOverExpensesAmt |
| Other Increases | $25,182 | OtherIncreasesAmt |
| Subtotal | $294,826 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $294,826 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CHARLES SCHWAB | PropertyDesc |
| Acquired | 2023-01-02 | AcquiredDt |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $47,155 | GrossSalesPriceAmt |
| Cost Or Other Basis | $44,473 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,682 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,682 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,682 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $83 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $83 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $83 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $83 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://SACCHIFOUNDATION.ORG/ | WebsiteAddressTxt |
| Individual With Books | FIRST FOUNDATION BANK | IndividualWithBooksNm |
| Phone | 8779686328 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18101 VON KARMAN AVE 750 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BETTIE SACCHI | ||||||||
| 18101 VON KARMAN AVE 750 | IRVINE | CA | 92612 | DIRECTOR, PRESIDENT | 0.50 | $0 | $0 | $0 |
| STEVEN SEINFELD | ||||||||
| 18101 VON KARMAN AVE 750 | IRVINE | CA | 92612 | DIRECTOR, ASST SEC & TREASURER | 0.50 | $0 | $0 | $0 |
| TRACY GARDNER FISH | ||||||||
| 18101 VON KARMAN AVE 750 | IRVINE | CA | 92612 | DIRECTOR, SECRETARY | 0.20 | $0 | $0 | $0 |
| ANDREA STEIN O'NEIL | ||||||||
| 18101 VON KARMAN AVE 750 | IRVINE | CA | 92612 | DIRECTOR, TREASURER | 0.20 | $0 | $0 | $0 |
| DOUGLAS K FREEMAN | ||||||||
| 18101 VON KARMAN AVE 750 | IRVINE | CA | 92612 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10850 WILSHIRE BLVD FIRST FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ADMINISTRATION | ServiceTypeTxt |
| Compensation | $55,031 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $252,721 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,735 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $290,456 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $290,456 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,357 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $286,099 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,305 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,305 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $83 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $83 | TotalTaxAmt |
| Distributable Before Adj | $14,222 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,222 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,222 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $152,306 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $152,306 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,222 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $633,843 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $530,299 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $530,971 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $129,763 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $117,809 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,942,685 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $152,306 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,222 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $138,084 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,080,769 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $633,843 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,446,926 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $530,299 | ExcessFromYear4Amt |
| Excess From Year3 | $530,971 | ExcessFromYear3Amt |
| Excess From Year2 | $129,763 | ExcessFromYear2Amt |
| Excess From Year1 | $117,809 | ExcessFromYear1Amt |
| Excess From Current Year | $138,084 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BETTIE SACCHI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DOWN SYNDROME ASSOCIATION OF LOS ANGELES | |||||||
| POST OFFICE BOX 2535 | NORTH HILLS | CA | 91393 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| DOWN SYNDROME ASSOCIATION OF ORANGE COUNTY | |||||||
| 151 KALMUS DRIVE M-5 | COSTA MESA | CA | 926265980 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| FOREVERHOME PET RESCUE INC | |||||||
| 27305-A W LIVE OAK ROAD SUITE 1305 | CASTAIC | CA | 913844519 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| FRIENDSHIP SQUARE QUILT GUILD INC | |||||||
| POST OFFICE BOX 681 | LA HABRA | CA | 90633 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| GENTLE GIANTS DRAFT HORSE RESCUE SOCIETY LTD | |||||||
| 17250 OLD FREDERICK ROAD | MOUNT AIRY | MD | 217713616 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| HEALING REINS | |||||||
| 543 ALISO AVE | NEWPORT BEACH | CA | 926635152 | NONE | PC | GENERAL OPERATING SUPPORT | $11,000 |
| HUMANE FARMING ASSOCIATION | |||||||
| 36 WOODLAND AVENUE | SAN RAFAEL | CA | 949015397 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| JUST GATHER - SPONSORED BY ONEOC | |||||||
| 1901 E 4TH STREET SUITE 100 | SANTA ANA | CA | 92705 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| LEAVE NO PAWS BEHIND INC | |||||||
| 8661 VINE VALLEY DRIVE | SUN VALLEY | CA | 913523567 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| MORNINGSTAR CHRISTIAN CHAPEL | |||||||
| 16241 LEFFINGWELL ROAD | WHITTIER | CA | 906033215 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| OC MUSIC AND DANCE | |||||||
| 17620 FITCH AVE STE 160 | IRVINE | CA | 92614 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| POLO PONY RESCUE INC | |||||||
| 34747 FLORENCELL AVENUE | ACTON | CA | 93510 | NONE | PC | GENERAL OPERATING SUPPORT | $9,000 |
| WHITTIER AREA FIRST DAY COALITION | |||||||
| 12426 WHITTIER BOULEVARD | WHITTIER | CA | 90602 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| FOREVERHOME PET RESCUE INC | |||||||
| 27305-A W LIVE OAK ROAD SUITE 1305 | CASTAIC | CA | 913844519 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,844 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,682 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,526 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,526 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | RETURN OF PREVIOUSLY YEAR GRANT | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BETTIE SACCHI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18101 VON KARMAN AVENUE 750 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $130,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,200 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NO ACTIVITIES WERE CONDUCTED BY THE ORGANIZATION IN DELAWARE DURING THE YEAR. THEREFORE, A COPY OF THE 990-PF IS NOT REQUIRED TO BE FILED IN DELAWARE. A COPY OF SUCH FORM WAS PROVIDED TO THE STATE OF CALIFORNIA ATTORNEY GENERAL'S OFFICE. | ExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CAPITAL GAINS | IdentifierTxt |
| Form And Line Reference | PART IV | FormAndLineReferenceDesc |
| Medium Explanation | THE ORGANIZATION HAD VARIOUS SALES OF SECURITIES THAT ARE SUMMARIZED ON PART IV OF FORM 990-PF. FOR PURPOSES OF PART IV AND DUE TO TAX SOFTWARE LIMITATIONS, THE ACQUISITION DATES SHOWN FOR SHORT TERM AND LONG-TERM TRANSACTIONS ARE JANUARY 2,2023 AND JANUARY 2, 2022 RESPECTIVELY. FOR SALES DATE, DECEMBER 31,2023 IS BEING SHOWN FOR BOTH SHORT AND LONG-TERM TRANSACTIONS. DETAILS OF INDIVIDUAL TRANSACTIONS ARE AVAILABLE UPON REQUEST. | MediumExplanationTxt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $21,817 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $21,817 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB - EXCHANGE TRADED FUNDS | FMV | $229,382 | $229,382 |
| CHARLES SCHWAB - FIXED INCOME | FMV | $13,780 | $13,780 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS (LOSSES) | Desc |
| Amt | $25,182 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $2,562 | $2,562 | $0 |
| FOUNDATION ADMINISTATION | $55,031 | $0 | $55,031 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $98 | $0 | $0 |
| STATE TAXES AND FEES | $75 | $0 | $75 |
Comments