SACHS FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SACHS FAMILY FOUNDATION (EIN 20-1966808)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-06
- IRS object ID
- 202041279349100319
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Distribution From Corpus Election
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-06T12:14:59-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULVIO & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 W 37th Street 4th Fl | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201966808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACHS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ALLISON SACHS | InCareOfNm |
| Business Name Control | SACH | BusinessNameControlTxt |
| Phone | 9142347091 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 454 SUCCABONE ROAD | AddressLine1Txt |
| City | BEDFORD CORNERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10549 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLISON SACHS | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Phone | 9142347091 | PhoneNum |
| Signature | 2020-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gennaro J Fulvio | PreparerPersonNm |
| PTIN | P00531238 | PTIN |
| Phone | 2124903113 | PhoneNum |
| Preparation | 2020-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $387,114 | 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 | $397,972 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,147 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,147 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $397,977 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $227,343 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $399,124 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $228,490 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $210 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $210 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,710 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,210 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $103,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $103,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $105,310 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $104,810 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $293,814 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $227,990 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $92,050 | CashBOYAmt |
| Cash EOY | $387,114 | CashEOYAmt |
| Cash EOYFMV | $387,114 | CashEOYFMVAmt |
| Total Assets BOY | $92,050 | TotalAssetsBOYAmt |
| Total Assets EOY | $387,114 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $387,114 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,250 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $92,050 | RetainedEarningBOYAmt |
| Retained Earning EOY | $385,864 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $92,050 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $385,864 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $92,050 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $387,114 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $92,050 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $293,814 | ExcessRevenueOverExpensesAmt |
| Subtotal | $385,864 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $385,864 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| 600 SHS UNION PACIFIC | D | 2019-06-10 | $104,813 | $104,566 | $53,159 | $247 | |
| 800 SHS ITRI | D | 2019-09-13 | $58,815 | $58,656 | $35,045 | $159 | 2019-09-13 |
| 3000 SHS ITRI | D | 2019-11-20 | $234,349 | $234,750 | $139,139 | -$401 | 2019-11-20 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $227,343 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $183,770 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,133 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 11.390938 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $144,778 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $197,118 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.734474 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $136,344 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $243,247 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.560517 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $173,698 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $370,615 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.468675 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $207,055 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $529,248 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.391225 | DistributionYr5Rt |
| Total Distribution | 13.545829 | TotalDistributionRt |
| Average Distribution | 2.709166 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $146,138 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $395,912 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,280 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $398,192 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $104,810 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,560 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,560 | SubtotalAmt |
| Tax Based On Investment Income | $4,560 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $4,560 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLISON SACHS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9142347091 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 454 SUCCABONE ROAD | AddressLine1Txt |
| City | BEDFORD CORNERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10549 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID SACHS | ||||||||
| 454 SUCCABONE ROAD | BEDFORD CORNERS | NY | 10549 | Treasurer | 5.0 | $0 | $0 | $0 |
| ALLISON SACHS | ||||||||
| 454 SUCCABONE ROAD | BEDFORD CORNERS | NY | 10549 | President | 5.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $148,363 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $148,363 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $148,363 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,225 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $146,138 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,307 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,307 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,560 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,560 | TotalTaxAmt |
| Distributable Before Adj | $2,747 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,747 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,747 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $104,810 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $104,810 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $104,810 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,747 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $180,600 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $155,179 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $124,182 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $137,994 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $182,963 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $780,918 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $104,810 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $104,810 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,747 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,747 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $882,981 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $177,853 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $705,128 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $155,179 | ExcessFromYear4Amt |
| Excess From Year3 | $124,182 | ExcessFromYear3Amt |
| Excess From Year2 | $137,994 | ExcessFromYear2Amt |
| Excess From Year1 | $182,963 | ExcessFromYear1Amt |
| Excess From Current Year | $104,810 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALLISON SACHS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Bedford Village Lions Club Foundation | ||||||||
| PO BOX 260 | Bedford | NY | 10506 | NONE | PC | To aid donee organization in their exempt function | $600 | |
| Babson College | ||||||||
| Cruickshank Alumni Hall 2 Nichols | Babson Park | MA | 024570310 | None | PC | Education | $10,000 | |
| Toledo Recreation Fund | ||||||||
| 5 Hanover Square | New York | NY | 10022 | None | PC | To aid donee organization in their exempt function | $500 | Suite 2103 |
| Street Squash | ||||||||
| 40 West 116th Street | New York | NY | 10004 | None | PC | To aid donee organization in their exempt function | $10,000 | |
| The Ideal School | ||||||||
| 314 W 91st Street | New York | NY | 10024 | None | PC | Education | $10,000 | |
| City Squash | ||||||||
| PO Box 619 | Bronx | NY | 10458 | None | PC | To aid donee organization in their exempt function | $10,000 | Fordham Station |
| Boy and Girls Club of N Weschester | ||||||||
| 351 Main St | Mount Kisco | NY | 10549 | None | PC | To aid donee organization in their exempt function | $10,500 | |
| Memorial Sloan Kettering | ||||||||
| 1275 York Avenue | New York | NY | 10065 | None | PC | To aid donee organization in their exempt function | $2,000 | |
| Caddie Scholarship Fund | ||||||||
| 49 Knollwood Road | Elmsford | NY | 10523 | None | PC | To aid donee organization in their exempt function | $750 | |
| University of Wisconsin Foundation | ||||||||
| 1848 University Aveue | Madison | WI | 53726 | None | PC | To aid donee organization in their exempt function | $31,750 | |
| Bedford Village Charter and Marching Club | ||||||||
| PO Box 704 | Bedford | NY | 10506 | None | PC | To aid donee organization in their exempt function | $250 | |
| Bedford Fire Department | ||||||||
| 34 Village Green | Bedford | NY | 105060230 | None | PC | To aid donee organization in their exempt function | $250 | |
| Blythedale Children's Hospital | ||||||||
| 95 Bradhurst Ave | Valhalla | NY | 105951697 | None | PC | To aid donee organization in their exempt function | $1,000 | |
| First Serve Bridgeport | ||||||||
| PO Box 185574 | Hamden | CT | 06518 | None | PC | To aid donee organization in their exempt function | $250 | |
| Arts Westchester | ||||||||
| 31 Mamorneck Avenue | White Plains | NY | 10601 | None | PC | To help Organization in its exempt function | $1,000 | |
| Kaplan Public | ||||||||
| 170 West 74th Street | New York | NY | 10023 | NONE | PC | To help organization in its exempt function | $1,000 | |
| American Family Children Hospital | ||||||||
| 1675 Highland Avenue | Madison | WI | 53792 | NONE | PC | To help org. in its exempt function | $250 | |
| Feeding Westchester | ||||||||
| 200 Clearbrook Road | Elmford | NY | 10523 | NONE | PC | To help org. in its exempt function | $1,000 | |
| Future 5 | ||||||||
| 135 Atlantic Street | Stamford | CT | 06901 | None | PC | To help org. in its exempt function | $1,000 | |
| Make a Wish Foundation | ||||||||
| 1702 E Highland Avenue | phoeniz | AZ | 85106 | None | PC | To help org. in its exempt function | $1,000 | Suite 400 |
| Squash and Education Allaince | ||||||||
| 555 8th Ave | New York | NY | 10018 | None | PC | To help org. in its exempt function | $2,500 | Suite 1102 |
| The Headstrong Project | ||||||||
| 655 Madison Avenue | New York | NY | 10065 | None | PC | To help org. in its exempt function | $1,000 | 18th Floor |
| Discovery land Company Foundation | ||||||||
| 301 N Cannon Drive | Beverly Hills | CA | 90210 | None | PC | To help or. in its exempt function | $5,000 | Suite 328 |
| The Bedford Free Library | ||||||||
| PO Box 375 | Bedford | NY | 10506 | None | PC | To help org. in its exempt function | $250 | |
| Play for PINK | ||||||||
| 28 West 44th Street | New York | NY | 10036 | None | PC | To help Donee with its exempt function | $750 | Suite 609 |
| Northern Westchester Hospital | ||||||||
| 400 East Main Street | Mount Kisco | NY | 10549 | None | PC | To help organization with its exempt function | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $103,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,147 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,152 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,152 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | DAVID AND ALLISON SACHS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 454 SUCCABONE ROAD | AddressLine1Txt |
| City | BEDFORD CORNERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10549 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $397,972 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 600 SHS UNION PACIFIC | $104,566 | 2019-06-10 |
| 1 | 800 SHS ITRI CORP. | $58,656 | 2019-09-11 |
| 1 | 3000 SHS ITRI | $234,750 | 2019-11-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | ELECTION UNDER REGULATION SEC.53.4942(A)-3(D)(2) We hereby elect under Regulation SEC. 53.4942(a)-3(d)-(2) to treat the qualifying distributions made during the year ended 12/31/2019 of $104,810. as having been made out of corpus. | ElectionDesc |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ADVERTISEMENT | $160 | $160 |
| NYS DEPT OF LAW | $50 | $50 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt |
|---|
| NYS DEPARTMENT OF LAW |
| 2017 TAX PAYMENT TO IRS |
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