2026-05-14T16:55:38-05:00 2025-12-31 MICHAEL BERRY CPA PO BOX 5045 CULVER CITY CA 902315045 990PF 2025-01-01 201886561 THE SACCHI FOUNDATION C/O FIRST FOUNDATION ADVISORS SACC 8779686328 18101 VON KARMAN AVE 750 IRVINE CA 92612 BETTIE SACCHI PRESIDENT 8779686328 2026-05-14 1 MICHAEL BERRY P00179412 3108382204 X 2025 2025-03-06 01:10:19Z X 407943 X 150000 9335 9335 1642 22932 1642 160977 10977 0 0 0 2400 0 2400 51764 3115 48649 456 239 100 54620 3354 51149 97000 97000 151620 3354 148149 9357 7623 66193 67927 67927 9442 12142 12142 289767 327874 327874 365402 407943 407943 0 0 X 365402 407943 365402 407943 365402 407943 365402 9357 33184 407943 0 407943 CHARLES SCHWAB-SEE STATEMENT 2025-01-02 2025-12-31 21972 20603 1369 1369 CHARLES SCHWAB-SEE STATEMENT 2024-01-01 2025-12-31 960 687 273 273 1642 106 0 106 0 106 0 0 0 0 0 0 106 0 0 0 0 0 0 0 1 0 0 1 1 CA DE 0 0 0 0 0 1 HTTPS://SACCHIFOUNDATION.ORG/ FIRST FOUNDATION BANK 8779686328 18101 VON KARMAN AVE 750 IRVINE CA 92612 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BETTIE SACCHI 18101 VON KARMAN AVE 750 IRVINE CA 92612 DIRECTOR, PRESIDENT 0.50 0 0 0 STEVEN SEINFELD 18101 VON KARMAN AVE 750 IRVINE CA 92612 DIRECTOR, ASST SEC & TREASURER 0.50 0 0 0 TRACY GARDNER FISH 18101 VON KARMAN AVE 750 IRVINE CA 92612 DIRECTOR, SECRETARY 0.20 0 0 0 ANDREA STEIN O'NEIL 18101 VON KARMAN AVE 750 IRVINE CA 92612 DIRECTOR, TREASURER 0.20 0 0 0 DOUGLAS K FREEMAN 18101 VON KARMAN AVE 750 IRVINE CA 92612 DIRECTOR 0.20 0 0 0 NONE 0 NONE 0 0 308821 77852 0 386673 0 0 386673 5800 380873 19044 19044 106 106 18938 0 18938 0 18938 148149 0 148149 18938 0 0 530971 129763 117809 138084 124417 1041044 148149 0 0 0 18938 129211 0 0 1170255 0 0 0 0 0 0 530971 639284 129763 117809 138084 124417 129211 BETTIE SACCHI X COOP FOUNDATION INC 680 LANGSDORF DRIVE SUITE 101 FULLERTON CA 928313702 NONE PC GENERAL OPERATING SUPPORT 5000 DOWN SYNDROME ASSOCIATION OF LOS ANGELES POST OFFICE BOX 2535 NORTH HILLS CA 91393 NONE PC GENERAL OPERATING SUPPORT 5000 DOWN SYNDROME ASSOCIATION OF ORANGE COUNTY 151 KALMUS DRIVE M-5 COSTA MESA CA 926265980 NONE PC GENERAL OPERATING SUPPORT 10000 FOREVERHOME PET RESCUE INC 27305-A W LIVE OAK ROAD SUITE 1305 CASTAIC CA 913844519 NONE PC GENERAL OPERATING SUPPORT 3000 FRIENDSHIP SQUARE QUILT GUILD INC POST OFFICE BOX 681 LA HABRA CA 90633 NONE PC GENERAL OPERATING SUPPORT 1000 GENTLE GIANTS DRAFT HORSE RESCUE SOCIETY LTD 17250 OLD FREDERICK ROAD MOUNT AIRY MD 217713616 NONE PC GENERAL OPERATING SUPPORT 5000 HEALING REINS 7610 FAIRWIND LANE NW GIG HARBOR WA 926635152 NONE PC GENERAL OPERATING SUPPORT 11000 HUMANE FARMING ASSOCIATION 36 WOODLAND AVENUE SAN RAFAEL CA 949015397 NONE PC GENERAL OPERATING SUPPORT 3000 LEAVE NO PAWS BEHIND INC 1577 E PUENTE ST COVINA CA 91724 NONE PC GENERAL OPERATING SUPPORT 5000 MORNINGSTAR CHRISTIAN CHAPEL 16241 LEFFINGWELL ROAD WHITTIER CA 906033215 NONE PC GENERAL OPERATING SUPPORT 5000 ORANGE COUNTY MUSIC & DANCE 17620 FITCH IRVINE CA 92614 NONE PC GENERAL OPERATING SUPPORT 25000 POLO PONY RESCUE INC 34747 FLORENCELL AVENUE ACTON CA 93510 NONE PC GENERAL OPERATING SUPPORT 9000 WHITTIER AREA COMMUNITY CHURCH 8100 COLIMA RD WHITTIER CA 906051375 NONE PC GENERAL OPERATING SUPPORT 5000 WHITTIER AREA FIRST DAY COALITION 12426 WHITTIER BOULEVARD WHITTIER CA 90602 NONE PC GENERAL OPERATING SUPPORT 5000 97000 0 14 9335 18 1642 0 10977 0 10977 0 0 0 0 0 0 0 0 0 0 X X 1 BETTIE SACCHI 18101 VON KARMAN AVENUE 750 IRVINE CA 92612 150000 X ACCOUNTING 2400 0 2400 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. CAPITAL GAINS PART IV THE ORGANIZATION HAD VARIOUS SALES OF SECURITIES THAT ARE SUMMARIZED ON PART IV OF FORM 990-PF. FOR PURPOSES OF PART IV AND DUE TO TAX SOFTWARE LIMITATIONS, THE ACQUISITION DATES SHOWN FOR SHORT- TERM AND LONG-TERM TRANSACTIONS ARE JANUARY 2,2025 AND JANUARY 1, 2024 RESPECTIVELY. FOR SALES DATE, DECEMBER 31,2025 IS BEING SHOWN FOR BOTH SHORT AND LONG-TERM TRANSACTIONS. DETAILS OF INDIVIDUAL TRANSACTIONS ARE AVAILABLE UPON REQUEST. BY-LAWS AMENDMENTS PART VI-A, LINE 3 IN THE LATER PART OF 2024 AND SEPTEMBER 2025, THE SACCHI FOUNDATION AMENDED THEIR BY-LAWS. ATTACHED ARE BOTH SET OF AMENDMENTS. GOLDMAN SACHS ACTIVEBETA EMERGING FMV 23349 23349 GOLDMAN SACHS ACTIVEBETA US FMV 19437 19437 GOLDMAN SACHS ACTIVEBETA FMV 71745 71745 GOLDMAN SACHS ACTVBT FMV 42210 42210 INVSC RAFI US 1500 SML FMV 26157 26157 ISHARES 7-10 YEAR TREASURY FMV 25098 25098 JP MORGAN EQUITY PREMIUM FMV 16256 16256 JP MORGAN REALTY INCOME FMV 9108 9108 ST SRT GLOBAL ALLOCATION FMV 18148 18148 STATE STREET BLACKSTONE FMV 8914 8914 VANECK MORNINGSTAR WIDE FMV 26926 26926 WISDOMTREE YIELD ENHNC U FMV 40526 40526 CHANGE IN UNREALIZED GAINS (LOSSES) 33184 FOUNDATION ADMINISTATION 48649 0 48649 INVESTMENT 3115 3115 0 STATE TAXES AND FEES 100 0 100 FOREIGN 239 239 0 EXCISE 117 0 0