2024-07-31T18:06:16-05:00 2023-12-31 MICHAEL BERRY CPA PO BOX 5045 CULVER CITY CA 902315045 990PF 2023-01-01 201886561 THE SACCHI FOUNDATION C/O FIRST FOUNDATION BANK SACC 8779686328 18101 VON KARMAN AVE 750 IRVINE CA 92612 BETTIE SACCHI PRESIDENT 8779686328 2024-07-31 1 0 MICHAEL BERRY P00179412 3108382204 X 2023 2024-08-08 14:25:15Z X 294826 X 130000 5844 5844 2682 47155 2682 138526 8526 0 0 0 2200 0 2200 57593 2562 55031 173 0 75 59966 2562 57306 95000 95000 154966 2562 152306 -16440 5964 39244 16840 16840 6378 13007 13007 70810 21817 21817 169652 243162 243162 286084 294826 294826 0 0 X 286084 294826 286084 294826 286084 294826 286084 -16440 25182 294826 0 294826 CHARLES SCHWAB 2023-01-02 2023-12-31 47155 44473 2682 2682 2682 83 0 83 0 83 0 0 0 0 0 0 83 0 0 0 0 0 0 0 0 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 FIRST FOUNDATION 10850 WILSHIRE BLVD FIRST FLOOR LOS ANGELES CA 90024 ADMINISTRATION 55031 0 0 252721 37735 0 290456 0 0 290456 4357 286099 14305 14305 83 83 14222 0 14222 0 14222 152306 0 152306 14222 0 0 633843 530299 530971 129763 117809 1942685 152306 0 0 0 14222 138084 0 0 2080769 0 0 0 0 0 0 633843 1446926 530299 530971 129763 117809 138084 BETTIE SACCHI X 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 543 ALISO AVE NEWPORT BEACH CA 926635152 NONE PC GENERAL OPERATING SUPPORT 11000 HUMANE FARMING ASSOCIATION 36 WOODLAND AVENUE SAN RAFAEL CA 949015397 NONE PC GENERAL OPERATING SUPPORT 3000 JUST GATHER - SPONSORED BY ONEOC 1901 E 4TH STREET SUITE 100 SANTA ANA CA 92705 NONE PC GENERAL OPERATING SUPPORT 5000 LEAVE NO PAWS BEHIND INC 8661 VINE VALLEY DRIVE SUN VALLEY CA 913523567 NONE PC GENERAL OPERATING SUPPORT 5000 MORNINGSTAR CHRISTIAN CHAPEL 16241 LEFFINGWELL ROAD WHITTIER CA 906033215 NONE PC GENERAL OPERATING SUPPORT 5000 OC MUSIC AND DANCE 17620 FITCH AVE STE 160 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 FIRST DAY COALITION 12426 WHITTIER BOULEVARD WHITTIER CA 90602 NONE PC GENERAL OPERATING SUPPORT 5000 FOREVERHOME PET RESCUE INC 27305-A W LIVE OAK ROAD SUITE 1305 CASTAIC CA 913844519 NONE PC GENERAL OPERATING SUPPORT 3000 95000 0 14 5844 18 2682 0 8526 0 8526 11A RETURN OF PREVIOUSLY YEAR GRANT 0 0 0 0 0 0 0 0 0 0 X X 1 BETTIE SACCHI 18101 VON KARMAN AVENUE 750 IRVINE CA 92612 130000 X ACCOUNTING 2200 0 2200 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 2,2023 AND JANUARY 2, 2022 RESPECTIVELY. FOR SALES DATE, DECEMBER 31,2023 IS BEING SHOWN FOR BOTH SHORT AND LONG-TERM TRANSACTIONS. DETAILS OF INDIVIDUAL TRANSACTIONS ARE AVAILABLE UPON REQUEST. 21817 21817 0 0 CHARLES SCHWAB - EXCHANGE TRADED FUNDS FMV 229382 229382 CHARLES SCHWAB - FIXED INCOME FMV 13780 13780 CHANGE IN UNREALIZED GAINS (LOSSES) 25182 INVESTMENT FEES 2562 2562 0 FOUNDATION ADMINISTATION 55031 0 55031 EXCISE TAX 98 0 0 STATE TAXES AND FEES 75 0 75