SACHS FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SACHS FAMILY FOUNDATION (EIN 20-1966808)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-29
- IRS object ID
- 202631199349100728
- Schema version
- 2025v4.1
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-29T10:51:18-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 | 9143252777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 288 WOOD DUCK ROAD | AddressLine1Txt |
| City | AMENIA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLISON SACHS | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Phone | 9142347091 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gennaro J Fulvio CPA | PreparerPersonNm |
| PTIN | P00531238 | PTIN |
| Phone | 2124903113 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,197,266 | 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 | $1,113,840 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $82,367 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $82,367 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$63,704 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $306,530 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,132,506 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $82,370 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,010 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $420 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $170 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,930 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $920 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $121,036 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $121,036 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $123,966 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $920 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,036 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,008,540 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $81,450 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,187 | CashBOYAmt |
| Cash EOY | $49,670 | CashEOYAmt |
| Cash EOYFMV | $49,670 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $80,554 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $233,689 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $233,689 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,126,421 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,949,787 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,913,907 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,233,162 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,233,146 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,197,266 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,554 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $8,554 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,224,606 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,233,146 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,224,606 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,233,146 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,233,160 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,233,146 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,224,606 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,008,540 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,233,146 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,233,146 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SEC. | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $306,530 | GrossSalesPriceAmt |
| Cost Or Other Basis | $370,234 | CostOrOtherBasisAmt |
| Gain Or Loss | -$63,704 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$63,704 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$63,704 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,132 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,132 | SubtotalAmt |
| Tax Based On Investment Income | $1,132 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $560 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $560 | TotalPaymentsAndCreditsAmt |
| Tax Due | $572 | 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 | 288 WOOD DUCK RD | AddressLine1Txt |
| City | AMENIA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12501 | 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 | ||||||||
| 288 WOOD DUCK ROAD | AMENIA | NY | 12501 | Treasurer | 5.0 | $0 | $0 | $0 |
| ALLISON SACHS | ||||||||
| 288 WOOD DUCK ROAD | AMENIA | NY | 12501 | 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 | $1,001,843 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,301 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,104,144 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,104,144 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,562 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,087,582 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,379 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,379 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,132 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,132 | TotalTaxAmt |
| Distributable Before Adj | $53,247 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $53,247 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $53,247 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $122,036 | 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 | $122,036 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,247 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $124,708 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $66,054 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $84,864 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $151,695 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $151,426 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $578,747 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $122,036 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $122,036 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $53,247 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $53,247 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $647,536 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $71,461 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $576,075 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $66,054 | ExcessFromYear4Amt |
| Excess From Year3 | $84,864 | ExcessFromYear3Amt |
| Excess From Year2 | $151,695 | ExcessFromYear2Amt |
| Excess From Year1 | $151,426 | ExcessFromYear1Amt |
| Excess From Current Year | $122,036 | 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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BABSON COLLEGE | ||||||||
| Cruickshank Alumni Hall 2 Nichols | Babson Park | MA | 024570310 | None | PC | Education | $1,919 | |
| BABY2BABY | ||||||||
| 5830 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | None | PC | To aid donee organization in their exempt function | $2,500 | |
| STREET SQUASH | ||||||||
| 40 West 116th Street | New York | NY | 10004 | None | PC | To aid donee organization in their exempt function | $10,000 | |
| CITY SQUASH | ||||||||
| PO Box 619 | Bronx | NY | 10458 | None | PC | To aid donee organization in their exempt function | $5,000 | 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 | $10,400 | |
| Memorial Sloan Kettering | ||||||||
| 1275 York Avenue | New York | NY | 10065 | None | PC | To aid donee organization in their exempt function | $2,000 | |
| Future 5 | ||||||||
| 135 Atlantic Street | Stamford | CT | 06901 | None | PC | To help org. in its exempt function | $5,100 | |
| Northern Westchester Hospital | ||||||||
| 400 East Main Street | Mount Kisco | NY | 10549 | None | PC | To help organization with its exempt function | $6,000 | |
| RILEY'S WAY FOUNDATION | ||||||||
| 300 THIRD AVEUE | BROOKLYN | NY | 11217 | NONE | PC | TO HELP ORG. IN ITS EXEMPT FUNCTION | $7,550 | 203 |
| UJA FEDERATION | ||||||||
| 130E 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | TO HELP ORG. IN ITS EXEMPT FUNCTION | $1,250 | |
| LAFD FOUNDATION | ||||||||
| 1700 STADIUM WAY STE 100 | LOS ANGELES | CA | 90012 | NONE | PC | TO HELP ORG. IN ITS EXEMPT FUNCTION | $2,500 | |
| PEF | ||||||||
| 630 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | TO HELP ORG. IN ITS EXEMPT FUNCTION | $46,000 | 15TH FLOOR |
| MOVING TRADITIONS | ||||||||
| 8380 OLD YORK RD | ELKINS | PA | 19027 | NONE | PC | TO HELP ORG. IN ITS EXEMPT FUNCTION | $1,800 | STE 4300 |
| OPEN DOORS | ||||||||
| 900 MAIN STREET | NEW YORK | NY | 10044 | NONE | PC | TO HELP ORG. IN ITS EXEMPT FUNCTION | $1,500 | |
| CONGREGATION BETH DAVID | ||||||||
| 3344 EAST MAIN STREET /PO BOX 125 | AMENIA | NY | 12501 | NONE | PC | TO HELP ORG. IN ITS EXEMPT FUNCTION | $1,500 | |
| SILO RIDGE COMMUNITY FOUNDATION | ||||||||
| 4974 ROUTE 22 | AMENIA | NY | 12501 | NONE | PC | TO HELP ORG. IN ITS EXEMPT FUNCTION | $10,000 | |
| MISC ORGANIZATION GRANTS PAID UNDER 1000 | ||||||||
| C/O SACHS FAMILY FOUNDATION | AMENIA | NY | 12501 | NONE | PC | TO HELP ORG. IN ITS EXEMPT FUNCTION | $6,017 | 288 WOOD DUCK RD |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $121,036 | 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 | $3 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82,367 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$63,704 | 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 | $18,666 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,666 | 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 | 288 WOOD DUCK RD | AddressLine1Txt |
| City | AMENIA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,113,840 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
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 | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | 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 DISTRIBUTION MADE DURING THE YEAR ENDED 12/31/2025 OF $122,036 AS HAVING BEEN MADE OUT OF CORPUS. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE SCHEDULE ATTACHED | StockNm |
| EOY Book Value | $1,949,787 | EOYBookValueAmt |
| EOYFMV | $1,913,907 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| NYS DEPT OF LAW | $250 | $250 | |
| ADVERTISING | $170 | $170 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OVERPAYMENT ESTIMATED TAX 2020 | Desc |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID AND ALLISON SACHS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 288 WOOD DUCK RD | AddressLine1Txt |
| City | AMENIA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12501 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL TAXES | $450 |
| ESTIMATE TAXES 12/31/2025 | $560 |
Comments