SACCHI FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SACCHI FOUNDATION (EIN 20-1886561)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-12
- IRS object ID
- 201901339349100100
- Schema version
- 2018v3.1
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-12T12:42:06-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 90230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 NO 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 | SECRETARY AND TREASURER | PersonTitleTxt |
| Phone | 8779686328 | PhoneNum |
| Signature | 2019-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.241.196.243 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-12 | IPDt |
| IP Tm | 12:41:04 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F0D1D7F3213C11ECE9BDE5D4E232E99CC46FDEA6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F0D1D7F3213C11ECE9BDE5D4E232E99CC46FDEA6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $405,700 | 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 | $892,444 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,290 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,290 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,299 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $107,117 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,299 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $910,033 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,589 | 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 | $2,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,625 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42,016 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,474 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $39,542 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $218 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $85 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,879 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,474 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,272 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $617,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $617,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $661,879 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,474 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $659,272 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $248,154 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,115 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $195,447 | CashEOYAmt |
| Cash EOYFMV | $195,447 | CashEOYFMVAmt |
| Other Investments BOY | $229,139 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $210,253 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $210,253 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $229,139 | TotalAssetsBOYAmt |
| Total Assets EOY | $405,700 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $405,700 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $48,591 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $48,591 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $180,548 | UnrestrictedBOYAmt |
| Unrestricted EOY | $405,700 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $180,548 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $405,700 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $229,139 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $405,700 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $180,548 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $248,154 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,346 | OtherIncreasesAmt |
| Subtotal | $430,048 | SubtotalAmt |
| Other Decreases | $24,348 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $405,700 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | $101,073 | $105,818 | -$4,745 | -$4,745 | |
| CAPITAL GAINS DIVIDENDS | $6,044 | $6,044 | $6,044 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,299 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $489,834 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $299,856 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.633564 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $614,399 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $251,538 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.442569 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $588,921 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $323,972 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.817815 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $530,823 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $278,576 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.905487 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $552,347 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $258,168 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.139487 | DistributionYr5Rt |
| Total Distribution | 9.938922 | TotalDistributionRt |
| Average Distribution | 1.987784 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $289,391 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $575,247 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $41 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $575,288 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $659,272 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $41 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $41 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $41 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $41 | 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | 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 | N/A | 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& PRESIDENT | 0.10 | $0 | $0 | $0 |
| BETTIE SACCHI | ||||||||
| 18101 VON KARMAN AVE 750 | IRVINE | CA | 92612 | DIRECTOR, SECRETARY & TREASURER | 0.50 | $0 | $0 | $0 |
| STEVEN SEINFELD | ||||||||
| 18101 VON KARMAN AVE 750 | IRVINE | CA | 92612 | DIRECTOR, ASST SECRETARY AND TREASURER | 0.50 | $0 | $0 | $0 |
| TRACY GARDNER FISH | ||||||||
| 18101 VON KARMAN AVE 750 | IRVINE | CA | 92612 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| ANDREA STEIN O'NEIL | ||||||||
| 18101 VON KARMAN AVE 750 | IRVINE | CA | 92612 | DIRECTOR | 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 | $220,369 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,429 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $293,798 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $293,798 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,407 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $289,391 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,470 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,470 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $41 | TotalTaxAmt |
| Distributable Before Adj | $14,429 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $11,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,429 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $25,429 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $659,272 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $659,272 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $41 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $659,231 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,429 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $539,439 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $517,034 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $572,802 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $601,934 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $474,974 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,706,183 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $659,272 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,429 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $633,843 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,340,026 | 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 | $539,439 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,800,587 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $517,034 | ExcessFromYear4Amt |
| Excess From Year3 | $572,802 | ExcessFromYear3Amt |
| Excess From Year2 | $601,934 | ExcessFromYear2Amt |
| Excess From Year1 | $474,974 | ExcessFromYear1Amt |
| Excess From Current Year | $633,843 | 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 (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRIDGE OF FAITH | |||||||
| POST OFFICE BOX 9108 | WHITTIER | CA | 90608 | NONE | PC | GENERAL | $20,000 |
| CAMP ALANDALE | |||||||
| POST OFFICE BOX 35 | IDYLLWILD | CA | 92549 | NONE | PC | GENERAL | $15,000 |
| CAMP OCEAN PINES INC | |||||||
| 1473 RANDALL DRIVE | CAMBRIA | CA | 934285617 | NONE | PC | GENERAL | $2,500 |
| DOWN SYNDROME ASSOCIATION OF LOS ANGELES | |||||||
| 16461 SHERMAN WAY SUITE 180 | VAN NUYS | CA | 91406 | NONE | PC | GENERAL | $5,000 |
| DOWN SYNDROME FOUNDATION OF ORANGE COUNTY | |||||||
| 1451 QUAIL STREET SUITE 110 | NEWPORT BEACH | CA | 92660 | NONE | PC | GENERAL | $10,000 |
| ECO URBAN GARDEN | |||||||
| 4647 KINGSWELL AVE ROOM 127 | LOS ANGELES | CA | 900274301 | NONE | PC | GENERAL | $15,000 |
| FOCUS ORANGE COUNTY | |||||||
| 600 N BELL AVE BLDG 1 STE 115 | CARNEGIE | PA | 151064301 | NONE | PC | GENERAL | $20,000 |
| FOREVERHOME PET RESCUE INC | |||||||
| 27305-A W LIVE OAK ROAD SUITE 1305 | CASTAIC | CA | 913844519 | NONE | PC | GENERAL | $3,000 |
| FRIENDSHIP SQUARE QUILT GUILD INC | |||||||
| POST OFFICE BOX 681 | LA HABRA | CA | 90633 | NONE | PC | GENERAL | $1,000 |
| FROM MADDI'S CLOSET | |||||||
| 15519 SURREY LANE | LA MIRADA | CA | 906381645 | NONE | PC | GENERAL | $10,000 |
| GENTLE GIANTS DRAFT HORSE RESCUE SOCIETY LTD | |||||||
| 17250 OLD FREDERICK ROAD | MOUNT AIRY | MD | 217713616 | NONE | PC | GENERAL | $6,000 |
| HEALING REINS | |||||||
| 7610 FAIRWIND LANE NORTHWEST | GIG HARBOR | WA | 983356419 | NONE | PC | GENERAL | $11,000 |
| HELPLINE YOUTH COUNSELING INC | |||||||
| 14181 TELEGRAPH ROAD | WHITTIER | CA | 906042554 | NONE | PC | GENERAL | $15,000 |
| HUMANE FARMING ASSOCIATION | |||||||
| 36 WOODLAND AVENUE | SAN RAFAEL | CA | 949015397 | NONE | PC | GENERAL | $3,000 |
| INTERVAL HOUSE | |||||||
| 6615 E PACIFIC COAST HWY STE 170 | LONG BEACH | CA | 908034221 | NONE | PC | GENERAL | $25,000 |
| JEWISH BIG BROTHERS BIG SISTERS ASSOCIATION OF LOS ANGELES | |||||||
| 6505 WILSHIRE BOULEVARD SUITE 600 | LOS ANGELES | CA | 900484918 | NONE | PC | GENERAL | $15,000 |
| JEWISH FAMILY & CHILDREN'S SERVICE OF LONG BEACH-WEST OC | |||||||
| 3801 EAST WILLOW STREET | LONG BEACH | CA | 908151734 | NONE | PC | GENERAL | $15,000 |
| LA SERNA HIGH SCHOOL | |||||||
| 15301 YOUNGWOOD DRIVE | WHITTIER | CA | 906051345 | NONE | PC | GENERAL | $5,000 |
| LEAVE NO PAWS BEHIND INC | |||||||
| 8661 VINE VALLEY DRIVE | SUN VALLEY | CA | 913523567 | NONE | PC | GENERAL | $5,000 |
| LOS ANGELES JUNIOR CHAMBER OF COMMERCE CHARITY FOUNDATION | |||||||
| 3611 MOTOR AVENUE SUITE 110 | LOS ANGELES | CA | 90034 | NONE | PC | GENERAL | $15,000 |
| MARIANNE FROSTIG CENTER OF EDUCATIONAL THERAPY | |||||||
| 971 NORTH ALTADENA DRIVE | PASADENA | CA | 911071870 | NONE | PC | GENERAL | $15,000 |
| MIND RESEARCH INSTITUTE | |||||||
| 111 ACADEMY SUITE 100 | IRVINE | CA | 92617 | NONE | PC | GENERAL | $30,000 |
| MORNINGSTAR CHRISTIAN CHAPEL | |||||||
| 16241 LEFFINGWELL ROAD | WHITTIER | CA | 906033215 | NONE | PC | GENERAL | $5,000 |
| OC MUSIC AND DANCE | |||||||
| 17620 FITCH AVENUE SUITE 160 | IRVINE | CA | 92614 | NONE | PC | GENERAL | $25,000 |
| PAWS OF LOVE | |||||||
| 387 MAGNOLIA AVENUE SUITE 103-221 | CARONA | CA | 928793308 | NONE | PC | GENERAL | $2,500 |
| POLO PONY RESCUE INC | |||||||
| 11239 DAVENPORT ROAD | SANTA CLARITA | CA | 913903498 | NONE | PC | GENERAL | $8,000 |
| RESOURCE FOR EDUCATION ADVOCACY COMMUNICATION AND HOUSING | |||||||
| 9300 SANTA FE SPRINGS ROAD | SANTA FE SPGS | CA | 906702621 | NONE | PC | GENERAL | $10,000 |
| RIO HONDO COLLEGE FOUNDATION | |||||||
| 3600 WORKMAN MILL RD | WHITTIER | CA | 906011616 | NONE | PC | GENERAL | $20,000 |
| SPECIAL CHILDREN'S LEAGUE INC - WHITTIER COMMITTEE | |||||||
| 6430 INDEPENDENCE AVE | WOODLAND HILLS | CA | 913672607 | NONE | PC | GENERAL | $15,000 |
| STRIVE FOUNDATION | |||||||
| 9124 S MAIN ST | LOS ANGELES | CA | 900033723 | NONE | PC | GENERAL | $15,000 |
| THE WHOLE CHILD | |||||||
| 10155 COLIMA RD | WHITTIER | CA | 906032042 | NONE | PC | GENERAL | $30,000 |
| UNITED FRIENDS OF THE CHILDREN | |||||||
| 1055 WILSHIRE BOULEVARD | LOS ANGELES | CA | 900172431 | NONE | PC | GENERAL | $20,000 |
| WHITTIER AREA FIRST DAY COALITION | |||||||
| 12426 WHITTIER BOULEVARD | WHITTIER | CA | 90602 | NONE | PC | GENERAL | $5,000 |
| WOMEN'S & CHILDREN'S CRISIS SHELTER | |||||||
| 13203 HADLEY STREET SUITE 103 | WHITTIER | CA | 906014530 | NONE | PC | GENERAL | $20,000 |
| HELPLINE YOUTH COUNSELING INC | |||||||
| 14181 TELEGRAPH ROAD | WHITTIER | CA | 906042554 | NONE | PC | ENDOWMENT | $20,000 |
| LOS ANGELES JUNIOR CHAMBER OF COMMERCE CHARITY FOUNDATION | |||||||
| 3611 MOTOR AVENUE SUITE 110 | LOS ANGELES | CA | 90034 | NONE | PC | ENDOWMENT | $20,000 |
| MARIANNE FROSTIG CENTER OF EDUCATIONAL THERAPY | |||||||
| 971 NORTH ALTADENA DRIVE | PASADENA | CA | 911071870 | NONE | PC | ENDOWMENT | $20,000 |
| MIND RESEARCH INSTITUTE | |||||||
| 111 ACADEMY SUITE 100 | IRVINE | CA | 92617 | NONE | PC | ENDOWMENT | $20,000 |
| RIO HONDO COLLEGE FOUNDATION | |||||||
| 3600 WORKMAN MILL RD | WHITTIER | CA | 906011616 | NONE | PC | ENDOWMENT | $20,000 |
| SPECIAL CHILDREN'S LEAGUE INC - WHITTIER COMMITTEE | |||||||
| 6430 INDEPENDENCE AVE | WOODLAND HILLS | CA | 913672607 | NONE | PC | ENDOWMENT | $20,000 |
| THE WHOLE CHILD | |||||||
| 10155 COLIMA RD | WHITTIER | CA | 906032042 | NONE | PC | ENDOWMENT | $20,000 |
| UNITED FRIENDS OF THE CHILDREN | |||||||
| 1055 WILSHIRE BOULEVARD | LOS ANGELES | CA | 900172431 | NONE | PC | ENDOWMENT | $20,000 |
| WOMEN'S & CHILDREN'S CRISIS SHELTER | |||||||
| 13203 HADLEY STREET SUITE 103 | WHITTIER | CA | 906014530 | NONE | PC | ENDOWMENT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $617,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,290 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,299 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF GRANTS | Desc |
| Related Or Exempt Function Incm | $11,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,589 | ExclusionAmt |
| Related Or Exempt Function Incm | $11,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,589 | 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 GRANTS | 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 | ALBERT AND 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 | $892,444 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,625 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,625 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIDELITY INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $210,253 | BookValueAmt |
| EOYFMV | $210,253 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS (LOSSES) | Desc |
| Amt | $24,348 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $20 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF GRANTS | Desc |
| Revenue And Expenses Per Books | $11,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $11,000 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN ACCOUNTING-COST TO MARK TO MARKET FOR INVESTMENTS- JAN 1, 2018 | Desc |
| Amt | $1,346 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIRST FOUNDATION BANK | Desc |
| BOY Book Value | $48,591 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $2,474 | $2,474 | $0 |
| FOUNDATION ADMINISTATION | $39,542 | $0 | $39,542 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $133 | $0 | $0 |
| STATE TAXES AND FEES | $85 | $0 | $85 |
Comments