SACCHI FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SACCHI FOUNDATION (EIN 20-1886561)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-12
- IRS object ID
- 202201329349104535
- Schema version
- 2021v4.2
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T18:11:40-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BETTIE | PersonFirstNm |
| Person Last | SACCHI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL BERRY | PreparerPersonNm |
| PTIN | P00179412 | PTIN |
| Phone | 3107454027 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $354,937 | 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 | $120,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,121 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,121 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,599 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,753 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,599 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $136,720 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,720 | 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 | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $50,656 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,784 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $47,872 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $111 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $75 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $52,767 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,784 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $49,947 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $97,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $97,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $149,767 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,784 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $146,947 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,047 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,936 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $74,923 | CashBOYAmt |
| Cash EOY | $47,939 | CashEOYAmt |
| Cash EOYFMV | $47,939 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $14,410 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,410 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $168 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $168 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $275,826 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $292,420 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $292,420 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $350,749 | TotalAssetsBOYAmt |
| Total Assets EOY | $354,937 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $354,937 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $350,749 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $354,937 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $350,749 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $354,937 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $350,749 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $354,937 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $350,749 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,047 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,235 | OtherIncreasesAmt |
| Subtotal | $354,937 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $354,937 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| FIDELITY INVESTMENTS | $5,191 | $4,936 | $255 | $255 |
| CHARLES SCHWAB | $3,603 | $3,580 | $23 | $23 |
| CHARLES SCHWAB | $5,165 | $4,638 | $527 | $527 |
| CHARLES SCHWAB-CAP GAIN DIVIDENDS | $9,794 | $9,794 | $9,794 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,599 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $194 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $194 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $194 | 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 | $194 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| ALBERT SACCHI | ||||||||
| 18101 VON KARMAN AVE 750 | IRVINE | CA | 92612 | DIRECTOR&PRES THRU MID MARCH 2021 | 0.10 | $0 | $0 | $0 |
| BETTIE SACCHI | ||||||||
| 18101 VON KARMAN AVE 750 | IRVINE | CA | 92612 | SEE STATEMENT | 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 | SEE STATEMENT | 0.20 | $0 | $0 | $0 |
| ANDREA STEIN O'NEIL | ||||||||
| 18101 VON KARMAN AVE 750 | IRVINE | CA | 92612 | SEE STATEMENT | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $284,207 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $68,636 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $352,843 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $352,843 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,293 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $347,550 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,378 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,378 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $194 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $194 | TotalTaxAmt |
| Distributable Before Adj | $17,184 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,184 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,184 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $146,947 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $146,947 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,184 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $601,934 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $474,974 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $633,843 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $530,299 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $530,971 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,772,021 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $146,947 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,184 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $129,763 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,901,784 | 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 | $601,934 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,299,850 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $474,974 | ExcessFromYear4Amt |
| Excess From Year3 | $633,843 | ExcessFromYear3Amt |
| Excess From Year2 | $530,299 | ExcessFromYear2Amt |
| Excess From Year1 | $530,971 | ExcessFromYear1Amt |
| Excess From Current Year | $129,763 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALBERT SACCHI | ContributingManagerNm |
| Contributing Manager | BETTIE SACCHI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMP OCEAN PINES INC | |||||||
| 1473 RANDALL DRIVE | CAMBRIA | CA | 934285617 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| CATS IN TOW RESCUE & SANCTUARY INC | |||||||
| PO BOX 4595 | ANAHEIM | CA | 928034595 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| CHARITABLE VENTURES OF ORANGE COUNTY INC | |||||||
| 1505 EAST 17TH STREET SUITE 101 | SANTA ANA | CA | 927058520 | NONE | PC | CELEBRATION OF HEROES | $25,000 |
| CRYSTAL PEAKS YOUTH RANCH CO | |||||||
| 19344 INNES MARKET ROAD | BEND | OR | 97701 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| DOWN SYNDROME ASSOCIATION OF LOS ANGELES INC | |||||||
| 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 | $5,000 |
| 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 |
| HUMANE FARMING ASSOCIATION | |||||||
| 36 WOODLAND AVENUE | SAN RAFAEL | CA | 949015397 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| LEAVE NO PAWS BEHIND INC | |||||||
| 8661 VINE VALLEY DRIVE | SUN VALLEY | CA | 913523567 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| LIFEUP PROGRAMS | |||||||
| 107 BARRY LANE | SYOSSET | NY | 117913807 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| MORNINGSTAR CHRISTIAN CHAPEL | |||||||
| 16241 LEFFINGWELL ROAD | WHITTIER | CA | 906033215 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| PARENTEEN | |||||||
| 543 ALISO AVE | NEWPORT BEACH | CA | 926635152 | NONE | PC | GENERAL OPERATING SUPPORT | $11,000 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $97,000 | 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 | $6,121 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,599 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF GRANTS | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,720 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,720 | TotalIncomeProducingActyAmt |
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 | $120,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,000 | 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 | OFFICERS AND DIRECTORS | IdentifierTxt |
| Form And Line Reference | PART VII | FormAndLineReferenceDesc |
| Medium Explanation | BETTIE SACCHI SERVED AS A DIRECTOR FOR THE FULL YEAR. SHE SERVED AS SECRETARY AND TREASURER FROM JANUARY 1, 2021 THROUGH MARCH 28, 2021 AND THEN SERVED AS PRESIDENT FOR THE REST OF THE YEAR.TRACY GARDNER FISH SERVED AS A DIRECTOR FOR THE FULL YEAR AND AS SECRETARY STARTING MARCH 29, 2021 FOR THE REST OF THE YEAR.ANDREA STEIN O'NEIL SERVED AS A DIRECTOR FOR THE FULL YEAR. SHE SERVED AS TREASURER STARTING MARCH 29, 2021 FOR THE REST OF THE YEAR. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $168 | EOYBookValueAmt |
| EOYFMV | $168 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB-BOND FUNDS | FMV | $73,025 | $73,025 |
| CHARLES SCHWAB-EQUITY FUNDS | FMV | $196,722 | $196,722 |
| CHARLES SCHWAB - EXCHANGE TRADED FUNDS AND REITS | FMV | $22,673 | $22,673 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS (LOSSES) | Desc |
| Amt | $17,235 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $2,784 | $2,784 | $0 |
| FOUNDATION ADMINISTATION | $47,872 | $0 | $47,872 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $36 | $0 | $0 |
| STATE TAXES AND FEES | $75 | $0 | $75 |
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