SACCHI FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SACCHI FOUNDATION (EIN 20-1886561)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-20
- IRS object ID
- 201801109349101005
- Schema version
- 2017v2.2
- 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
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-20T18:22:38-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953288054 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WRIGHT FORD YOUNG & CO CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16140 SAND CANYON AVENUE | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926183715 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 AVENUE NO 750 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA COHEN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 8779686328 | PhoneNum |
| Signature | 2018-02-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN WORKING CPA | PreparerPersonNm |
| PTIN | P00892285 | PTIN |
| Phone | 9499102727 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $230,485 | 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 | $380,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,990 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,990 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,199 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,661 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,199 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $390,190 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,190 | 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 | $1,313 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,312 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $46,222 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $46,222 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $141 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,252 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,252 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,240 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,565 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $47,534 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $442,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $442,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $493,540 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,565 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $489,834 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$103,350 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,625 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $62,696 | CashBOYAmt |
| Corporate Stock BOY | $221,202 | CorporateStockBOYAmt |
| Corporate Stock EOY | $229,139 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $230,485 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $283,898 | TotalAssetsBOYAmt |
| Total Assets EOY | $229,139 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $230,485 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $48,591 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $48,591 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $283,898 | RetainedEarningBOYAmt |
| Retained Earning EOY | $180,548 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $283,898 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $180,548 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $283,898 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $229,139 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $283,898 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$103,350 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $180,548 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $180,548 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY #3130 | P | 2016-12-21 | 2017-08-30 | $727 | $738 | -$11 | -$11 |
| FIDELITY #3130 | P | 2014-09-30 | 2017-08-14 | $28,427 | $30,724 | -$2,297 | -$2,297 |
| CAPITAL GAINS DIVIDENDS | P | $3,507 | $3,507 | $3,507 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,199 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $614,399 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $251,538 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.442569 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $588,921 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $323,972 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.817815 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $530,823 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $278,576 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.905487 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $552,347 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $258,168 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.139487 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $561,417 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $287,218 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.954672 | DistributionYr5Rt |
| Total Distribution | 10.260030 | TotalDistributionRt |
| Average Distribution | 2.052006 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $299,856 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $615,306 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $66 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $615,372 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $489,834 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $133 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $133 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $133 | 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 | $133 | 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 | 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 | WWW.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 STE 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 |
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 STE 750 | IRVINE | CA | 92612 | FOUNDER & PRESIDENT | 0.00 | $0 | $0 | $0 |
| BETTIE SACCHI | ||||||||
| 18101 VON KARMAN AVE STE 750 | IRVINE | CA | 92612 | FOUNDER, SECRETARY & TREAS | 0.00 | $0 | $0 | $0 |
| STEVEN SEINFELD | ||||||||
| 18101 VON KARMAN AVE STE 750 | IRVINE | CA | 92612 | ASST SEC. & ASST TREASURER | 0.00 | $0 | $0 | $0 |
| TRACY GARDNER FISH | ||||||||
| 18101 VON KARMAN AVE STE 750 | IRVINE | CA | 92612 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANDREA STEIN O'NEIL | ||||||||
| 18101 VON KARMAN AVE STE 750 | IRVINE | CA | 92612 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DOUGLAS K FREEMAN | ||||||||
| 18101 VON KARMAN AVE STE 750 | IRVINE | CA | 92612 | DIRECTOR | 0.00 | $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 | $221,309 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $83,113 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $304,422 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $304,422 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,566 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $299,856 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,993 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,993 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $133 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $133 | TotalTaxAmt |
| Distributable Before Adj | $14,860 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,860 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,860 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $489,834 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $489,834 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $489,834 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,860 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $547,056 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $539,439 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $517,034 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $572,802 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $601,934 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,778,265 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $489,834 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,860 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $474,974 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,253,239 | 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 | $547,056 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,706,183 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $539,439 | ExcessFromYear4Amt |
| Excess From Year3 | $517,034 | ExcessFromYear3Amt |
| Excess From Year2 | $572,802 | ExcessFromYear2Amt |
| Excess From Year1 | $601,934 | ExcessFromYear1Amt |
| Excess From Current Year | $474,974 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALBERT SACCHI | ContributingManagerNm |
| Contributing Manager | BETTIE SACCHI | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE SACCHI FOUNDATION CO FIRST FOUN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18101 VON KARMAN AVE STE 750 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8779686328 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED GRANT CRITERIA | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHED GRANT CRITERIA | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED GRANT CRITERIA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED DETAIL | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18101 VON KARMAN AVENUE SUITE 750 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO FURTHER DONEE ORGANIZATION'S EXEMPT PURPOSE | GrantOrContributionPurposeTxt |
| Amt | $442,300 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $442,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,990 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,199 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,190 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,190 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBERT & BETTIE SACCHI | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18101 VON KARMAN AVENUE SUITE 750 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $380,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,625 | Amt |
| Net Investment Income | $1,313 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,312 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PERSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE SACCHI FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.SIGNED: _____________________________________________NAME AND TITLE: _________________________________________________ | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY EQUITY FUNDS | StockNm |
| EOY Book Value | $229,139 | EOYBookValueAmt |
| EOYFMV | $230,485 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $2,252 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,252 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIRST FOUNDATION BANK | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $48,591 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOUNDATION ADMINISTRATION | CategoryTxt |
| Amt | $46,222 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $46,222 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CA FRANCHISE TAX BOARD FILING FEE | $10 | $0 | $0 |
| CA SECRETARY OF STATE FILING FEE | $75 | $0 | $0 |
| IRS PAYMENTS | $56 | $0 | $0 |
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