MICHAEL AND MAUREEN SACHS FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL AND MAUREEN SACHS FOUNDATION (EIN 84-3607222)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-10
- IRS object ID
- 202611919349101106
- Schema version
- 2025v4.2
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-10T14:47:21-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954717232 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAMER & TYNAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12301 WILSHIRE BL 550 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900251053 | 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 | 843607222 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MICHAEL AND MAUREEN SACHS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 8184183582 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2555 TOWNSGATE ROAD SUITE 200 | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG ALEXANDER | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8184183582 | PhoneNum |
| Signature | 2026-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURIE D TYNAN CPA | PreparerPersonNm |
| PTIN | P00003182 | PTIN |
| Phone | 3104777502 | PhoneNum |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $541,910 | 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 | $514,361 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,555 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,555 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $352,301 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $660,035 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $352,301 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $877,219 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $362,858 | 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 | $28,579 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,425 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,491 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $124 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,455 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,250 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,525 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,799 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $50,525 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,799 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $826,694 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $351,059 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,724 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,303 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,303 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $497,363 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $519,607 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,724 | TotalAssetsBOYAmt |
| Total Assets EOY | $519,666 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $541,910 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $15,724 | RetainedEarningBOYAmt |
| Retained Earning EOY | $519,666 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,724 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $519,666 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,724 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $519,666 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,724 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $826,694 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $842,418 | SubtotalAmt |
| Other Decreases | $322,752 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $519,666 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (49 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 359.578 SHS INVESCO CORE PLUS BOND FUND CL Y | P | 2025-06-25 | 2025-08-12 | $3,323 | $3,305 | $18 | $18 |
| 170.766 SHS AQR DIVERSIFYING STRATEGIES FUND CL I | P | 2025-06-25 | 2025-08-12 | $2,299 | $2,266 | $33 | $33 |
| 33.53 SHS KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS | P | 2025-06-25 | 2025-08-12 | $510 | $493 | $17 | $17 |
| 36.865 SHS GQG PARTNERS US SELECT QUALITY EQ FD CL INSTL | P | 2025-06-25 | 2025-08-12 | $805 | $800 | $5 | $5 |
| 37.003 SHS AMER FUNDS AMCAP FUND CL F2 | P | 2025-06-25 | 2025-08-12 | $1,718 | $1,629 | $89 | $89 |
| 178.184 SHS ANGEL OAK MULTI STRATEGY INCOME FUND CL INSTL | P | 2025-06-25 | 2025-08-12 | $1,548 | $1,543 | $5 | $5 |
| 151.25 SHS ARTISAN HIGH INCOME FUND ADV CL | P | 2025-06-25 | 2025-08-12 | $1,396 | $1,392 | $4 | $4 |
| 27.697 SHS BARON REAL ESTATE FUND CLASS INSTL | P | 2025-06-25 | 2025-08-12 | $1,157 | $1,054 | $103 | $103 |
| 7.349 SHS BLACKROCK HEALTH SCIENCE OPPORT PORTF CL INSTL | 2025-06-25 | 2025-08-12 | $455 | $455 | $0 | $0 | |
| 46 SHS CAPITAL GROUP GROWTH ETF SHS | P | 2026-06-25 | 2026-08-12 | $1,949 | $1,824 | $125 | $125 |
| 66.823 SHS CREDIT SUISSE STRATEGIC INCOME FUND CL I | P | 2025-06-25 | 2025-08-12 | $633 | $633 | $0 | $0 |
| 93.682 SHS DWS RREEF REAL ASSETS FUND CL INSTL | P | 2025-06-25 | 2025-08-12 | $1,138 | $1,132 | $6 | $6 |
| 117.939 SHS EATON VANCE EQUITY STRATEGY FUND CL I | P | 2025-06-25 | 2025-08-12 | $2,355 | $2,246 | $109 | $109 |
| 15.507 SHS AMERICAN EUPAC FUND CL F2 | P | 2025-06-25 | 2025-08-12 | $958 | $920 | $38 | $38 |
| 347.615 SHS ALPS SMITH TOTAL RETURN BOND FUND CL I | P | 2025-06-25 | 2025-08-12 | $3,365 | $3,361 | $4 | $4 |
| 47.988 SHS HOTCHKIS & WILEY VALUE OPPORTUNITIES FD CL I | P | 2025-06-25 | 2025-08-12 | $1,956 | $1,889 | $67 | $67 |
| 13 SHS INVESCO RAFI EMERGING MARKETS ETF | P | 2025-06-25 | 2025-08-12 | $317 | $303 | $14 | $14 |
| 9 SHS INVESCO RAFI DEVELOPED MARKETS EX-US ETF | P | 2025-06-25 | 2025-08-12 | $539 | $505 | $34 | $34 |
| 45 SHS ISHARES TR CORE MSCI TOTAL INTL STK ETF | P | 2026-06-25 | 2026-08-12 | $3,575 | $3,419 | $156 | $156 |
| 22 SHS ISH TR CORE DIVID GROWTH ETF | P | 2025-06-25 | 2025-08-12 | $1,445 | $1,385 | $60 | $60 |
| 471.438 SHS JP MORGAN CORE PLUS BOND CL I | P | 2025-06-25 | 2025-08-12 | $3,418 | $3,409 | $9 | $9 |
| 379.128 SHS LORD ABBETT INCOME FUND CL I | P | 2025-06-25 | 2025-08-12 | $925 | $921 | $4 | $4 |
| 6 SHS VANGUARD DIVIDEND APPRECIATION ETF | P | 2025-06-25 | 2025-08-12 | $1,251 | $1,214 | $37 | $37 |
| 17 SHS VANGUARD INTERNATIONAL DIVIDEND APPRECIATION | P | 2025-06-25 | 2025-08-12 | $1,507 | $1,498 | $9 | $9 |
| 23 SHS VANGUARD INDEX TR VANGUARD TOTAL STK MKT VIPERS | P | 2025-06-25 | 2025-08-12 | $7,265 | $6,879 | $386 | $386 |
| 113.81 SHS CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL CL | P | 2025-06-25 | 2025-08-12 | $1,249 | $1,178 | $71 | $71 |
| 24.096 SHS AMERICAN WASHINGTON MUTUAL INV FD CL F2 | P | 2025-06-25 | 2025-08-12 | $1,574 | $1,508 | $66 | $66 |
| 19 SHS WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | P | 2026-06-25 | 2025-08-12 | $1,652 | $1,565 | $87 | $87 |
| 1031.816 SHS EATON VANCE EQUITY STRATEGY FUND CL I | P | 2025-06-25 | 2025-08-22 | $20,729 | $19,646 | $1,083 | $1,083 |
| 506.108 SHS INVESCO CORE PLUS BOND FUND CL Y | P | 2025-06-25 | 2025-10-29 | $4,762 | $4,651 | $111 | $111 |
| 8.052 SHS AMER FUNDS AMCAP FUND CL F2 | P | 2025-06-25 | 2025-10-29 | $398 | $354 | $44 | $44 |
| 1138.489 SHS ANGEL OAK MULTI STRATEGY INCOME FUND CL INSTL | P | 2025-06-25 | 2025-10-29 | $9,973 | $9,859 | $114 | $114 |
| 47.131 SHS ARTISAN HIGH INCOME FUND ADV CL | P | 2025-06-25 | 2025-10-29 | $436 | $434 | $2 | $2 |
| 8 SHS CAPITAL GROUP GROWTH ETF SHS | P | 2025-06-25 | 2025-10-29 | $365 | $317 | $48 | $48 |
| 16.723 SHS CREDIT SUISSE STRATEGIC INCOME FUND CL I | P | 2025-06-25 | 2025-10-29 | $158 | $158 | $0 | $0 |
| 4.507 SHS AMERICAN EUPAC FUND CL F2 | P | 2025-06-25 | 2025-10-29 | $300 | $267 | $33 | $33 |
| 482.346 SHS ALPS SMITH TOTAL RETURN BOND FUND CL I | P | 2025-06-25 | 2025-10-29 | $4,751 | $4,664 | $87 | $87 |
| 3.409 SHS HOTCHKIS & WILEY VALUE OPPORTUNITIES FD CL I | P | 2025-06-25 | 2025-10-29 | $143 | $134 | $9 | $9 |
| 4 SHS INVESCO RAFI EMERGING MARKETS ETF | P | 2025-06-25 | 2025-10-29 | $105 | $93 | $12 | $12 |
| 1 SHS INVESCO RAFI DEVELOPED MARKETS EX-US ETF | P | 2025-06-25 | 2025-10-29 | $63 | $56 | $7 | $7 |
| 2 SHS ISHARES TR CORE MSCI TOTAL INTL STK ETF | P | 2025-06-25 | 2025-10-29 | $169 | $152 | $17 | $17 |
| 650.959 SHS JP MORGAN CORE PLUS BOND CL I | P | 2025-06-25 | 2025-10-29 | $4,785 | $4,706 | $79 | $79 |
| 209.686 SHS LORD ABBETT INCOME FUND CL I | P | 2025-06-25 | 2025-10-29 | $522 | $510 | $12 | $12 |
| 105 SHS VANGUARD INTERNATIONAL DIVIDEND APPRECIATION | P | 2025-06-25 | 2025-10-29 | $9,385 | $9,255 | $130 | $130 |
| 4 SHS VANGUARD INDEX TR VANGUARD TOTAL STK MKT VIPERS | P | 2025-06-25 | 2025-10-29 | $1,350 | $1,196 | $154 | $154 |
| 1049.756 SHS CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL CL | P | 2025-06-25 | 2025-10-29 | $11,925 | $10,865 | $1,060 | $1,060 |
| 1.313 SHS AMERICAN WASHINGTON MUTUAL INV FD CL F2 | P | 2025-06-25 | 2025-10-29 | $89 | $82 | $7 | $7 |
| 1,740 SHS AMERICAN EXPRESS CO | D | 2019-04-11 | 2025-06-25 | $535,067 | $191,609 | $343,458 | $343,458 |
| CAPITAL GAINS DIVIDENDS | P | $4,278 | $4,278 | $4,278 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $352,301 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,880 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,880 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,880 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,302 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,302 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $248 | EsPenaltyAmt |
| Overpayment | $1,174 | OverpaymentAmt |
| Applied To ES Tax | $1,174 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | 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 | CRAMER TYNAN LLP | IndividualWithBooksNm |
| Phone | 3104777502 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12301 WILSHIRE BLVD SUITE 550 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900251053 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| MAUREEN SACHS | ||||||||
| 2555 TOWNSGATE ROAD SUITE 200 | WESTLAKE VILLAGE | CA | 91361 | CHIEF EXECUTIVE OFFICER | 0.50 | $0 | $0 | $0 |
| ALLAN ALEXANDER | ||||||||
| 2555 TOWNSGATE ROAD SUITE 200 | WESTLAKE VILLAGE | CA | 91361 | SECRETARY | 1.00 | $0 | $0 | $0 |
| CRAIG ALEXANDER | ||||||||
| 2555 TOWNSGATE ROAD SUITE 200 | WESTLAKE VILLAGE | CA | 91361 | CFO AND COO | 20.00 | $0 | $0 | $0 |
| STEPHANIE ALGIERS | ||||||||
| 2555 TOWNSGATE ROAD SUITE 200 | WESTLAKE VILLAGE | CA | 91361 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DEBBIE KENWORTHY | ||||||||
| 2555 TOWNSGATE ROAD SUITE 200 | WESTLAKE VILLAGE | CA | 91361 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DEBBIE EZER | ||||||||
| 2555 TOWNSGATE ROAD SUITE 200 | WESTLAKE VILLAGE | CA | 91361 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHANNON ALEXANDER | ||||||||
| 2555 TOWNSGATE ROAD SUITE 200 | WESTLAKE VILLAGE | CA | 91361 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROSANNE EZER | ||||||||
| 2555 TOWNSGATE ROAD SUITE 200 | WESTLAKE VILLAGE | CA | 91361 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MELISSA MARTIN | ||||||||
| 2555 TOWNSGATE ROAD SUITE 200 | WESTLAKE VILLAGE | CA | 91361 | DIRECTOR | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $280,643 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,510 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $300,153 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $300,153 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,502 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $295,651 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,783 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,783 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,880 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,880 | TotalTaxAmt |
| Distributable Before Adj | $9,903 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,903 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,903 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,903 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $29,959 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,188 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $39,161 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $77,357 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $183,913 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $339,578 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $9,903 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,903 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $329,675 | 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 | $20,056 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $309,619 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,188 | ExcessFromYear4Amt |
| Excess From Year3 | $39,161 | ExcessFromYear3Amt |
| Excess From Year2 | $77,357 | ExcessFromYear2Amt |
| Excess From Year1 | $183,913 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MAUREEN SACHS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CRAIG ALEXANDER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2555 TOWNSGATE ROAD SUITE 200 | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8184183582 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $0 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $2 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,555 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $352,301 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $362,858 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $362,858 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (6 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST EARNED ON TEMPORARY CASH INVESTMENTS INCREASES FUNDS |
| 3 | AVAILABLE FOR THE EXEMPT PURPOSES |
| 4 | DIVIDENDS EARNED ON INVESTMENTS INCREASES FUNDS AVAILABLE FOR THE |
| 4 | EXEMPT PURPOSES |
| 8 | GAINS AND LOSSES ON INVESTMENT SALES REPRESENT A PRUDENT EFFORT TO |
| 8 | INCREASE FUNDS AVAILABLE FOR THE EXEMPT PURPOSES |
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 | MAUREEN SACHS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2555 TOWNSGATE ROAD SUITE 200 | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $514,361 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,740 SHARES OF AMERICAN EXPRESS STOCK | NoncashPropertyDesc |
| Fair Market Value | $514,361 | FairMarketValueAmt |
| Received | 2025-06-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX PREPARATION FEES | CategoryTxt |
| Amt | $28,579 | Amt |
| Net Investment Income | $10,425 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $497,363 | BookValueAmt |
| EOYFMV | $519,607 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK AND TAX DIFFERENCE FOR STOCK RECEIVED FROM MAUREEN SACHS | Desc |
| Amt | $322,752 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AGENCY FEES - MERRILL LYNCH | $1,250 | $1,250 | $0 |
| BANK FEES | $4 | $0 | $0 |
| CONSULTING FEES | $15,000 | $0 | $0 |
| FILING FEES | $100 | $0 | $0 |
| OFFICE EXPENSES | $2,057 | $0 | $0 |
| MISCELLANEOUS EXPENSES | $44 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT | $3,367 | $0 | $0 |
| FOREIGN TAXES | $124 | $124 | $0 |