2024-04-04T12:05:16-07:00 2023-12-31 061562117 NORTHEAST FINANCIAL CONSULTANTS INC PO Box 2630 WESTPORT CT 06880 990PF 2023-01-01 201991926 The Sachs Family Foundation SACH 2032268997 PO Box 2630 Westport CT 06880 Roger Sachs Trustee 2032268997 2024-03-31 Roger Sachs XXX-XX-XXXX true Elwood B Davis P01265980 2032268997 2024-04-04 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 995433 X X 12900 12900 -34723 97125 0 0 0 0 -21823 12900 0 0 2000 2000 2246 2246 0 0 0 4246 4246 0 75985 75985 80231 4246 75985 -102054 8654 0 18082 36451 36451 0 0 0 752549 631902 958982 0 0 0 0 770631 668353 995433 0 0 0 0 0 X 770631 668353 770631 668353 770631 668353 770631 -102054 668577 224 668353 MSEQX P 2022-12-12 2023-12-07 5215 0 7946 -2731 0 0 0 -2731 WGMCX P 2022-12-15 2023-04-27 34 0 58 -24 0 0 0 -24 MSEQX P 2020-01-01 2023-12-07 34232 0 52162 -17930 0 0 0 -17930 WIIGX P 2013-06-25 2023-04-27 26150 0 30332 -4182 0 0 0 -4182 WGMCX P 2020-01-01 2023-04-27 24008 0 41350 -17342 0 0 0 -17342 Capital gains distribution P 2020-01-01 2023-12-31 7476 0 0 7476 0 0 0 7476 -34733 -2755 120 0 120 0 120 229 229 -229 109 109 false false false false false false false true true CT true false false false false true N/A Elwood B Davis 2032268997 518B Riverside Avenue Westport CT 06880 false false false false false false false false false false false false false false false false false false false false false Roger M Sachs 6 Pheasant Lane Westport CT 06880 Trustee 0.25 0 0 0 NONE 0 NONE 0 914498 41218 0 955716 0 955716 14336 941380 47069 47069 120 120 46949 46949 46949 75985 75985 46949 81546 34388 66800 25576 55900 264210 75985 0 46949 29036 293246 0 0 0 0 81546 211700 34388 66800 25576 55900 29036 Roger M Sachs None X New York Ballet 20 Lincoln Center Plaza New York NY 10023 501c3 unrestrictedgrant 7185 Princeton University 701 Carnegie Center Princeton NJ 08540 501c3 unrestrictedgrant 3500 Fordham Univ School of Law 441 E Fordham Rd 512 Bronx NY 10458 501c3 unrestrictedgrant 0 National Warplane Museum 3489 Big Tree Lane Genesco NY 14454 501c3 unrestrictedgrant 10000 Friends of Princeton Wrestling 701 Carnegie Center Princeton NJ 08540 501c3 unrestrictedgrant 1000 Independent Institute 100 Swan Way Oakland CA 94621 501c3 unrestrictedgrant 5000 Long Wharf Theatre 222 Sargent Drive New Haven CT 06511 501c3 unrestrictedgrant 100 Metropolitan Opera 30 Lincoln Center Plaza New york NY 10023 501c3 unrestrictedgrant 0 Mt Sinai Health System One Gustave Levy Place New York NY 10029 501c3 unrestrictedgrant 5000 Museum FL Jewish Heritage 301 Washington Avenue Miami Baech FL 33139 501c3 unrestrictedgrant 1000 Bulamu Healthcare 1933 Waverly Street Palo Alto CA 94301 501c3 unrestrictedgrant 5000 Lustgarten Foundation 415 Crossways Park Dr D Woodbury NY 11797 501c3 unrestricted grant 1000 Surprise Lake Camp 307 Seventh Avenue Suite 900 New York NY 10001 501c3 unrestrictedgrant 0 The Hole in the Wall Gang Camp 555 Long Wharf Drive New Haven CT 06511 501c3 unrestrictedgrant 0 The Susan Fund 250 Pequot Avenue Southport CT 06890 501c3 unrestrictedgrant 0 ACBL Foundation 6575 Wind Chase Blvd Horn Lake MS 38637 501c3 unrestrictedgrant 2000 Westport Country Playhouse 25 Powers Court westport CT 06880 501c3 unrestictedgrant 100 Sleeping Giant Park Assn 200 Mt Carmel Avenue Hamden CT 06518 501c3 unrestrictedgrant 500 Gardinar GroupOn Site Academy PO Box 448 Westminister MA 01473 501c3 unrestricted grant 2000 Semper Fi Fund 24 Saxony Road Framingham MA 01701 501c3 unrestricted grant 2000 st Judes Hospital 501 st Jude Place Memphis TN 38105 501c3 unrestricted grant 2000 Multiple Scerosis Fdtn 6520 N Andrews Ave Ft Lauderdale FL 33309 501c3 unrestrictedgrant 500 Horace Man School 231 W 246th street Bronx NY 10471 501c3 unrestrictedgrant 60 USA Shooting One Olympic Plaza Colorado Springs CO 80909 501c3 unrestrictedgrant 2000 Western Wisconsin Tech College PO Box c-908 LaCrosse WI 54602 501c3 unrestrictedgrant 1500 Adam J Lewis Academy 500 State Street Bridgeport CT 06604 501c3 unrestrictedgrant 2500 AFMDA 20 W 36th Street New York NY 10018 501c3 unrestrictedgrant 1000 American Museum of Natural History 200 Central Park West New York NY 10024 501c3 unresrictedgrant 1225 AntiDefamation League 1000 Lafayette Blvd Bridgeport CT 06604 501c3 unresrictedgrant 1000 Capital Prep Harbor School 777 Main Street Bridgeport CT 06604 501c3 unresrictedgrant 3000 Friends of Reed PO Box 4558 Valley Vlg CA 91617 501c3 unresrictedgrant 1000 Greater Reading Alliance 153 N 10th Street Reading PA 19601 501c3 unresrictedgrant 1000 Town of East Haven Youth soccer 114 Sugarbush Drive Guilford CT 06437 501c3 unresrictedgrant 2815 UJA Federation 925 Westchester Avenue White Plains NY 10604 501c3 unresrictedgrant 1000 Downstate Medical Center college 450 Clarkson Ave Brooklyn NY 11203 501c3 unresrictedgrant 10000 75985 14 12900 18 -34723 -21823 -21823 false false false false false false false false false false NFC Prep 990 2000 2000 MSEQX 2022-12 Purchased 2023-12 5215 7946 -2731 WGMCX 2022-12 Purchased 2023-04 34 58 -24 MSEQX 2020-01 Purchased 2023-12 34242 52162 -17920 WIIGX 2013-06 Purchased 2023-04 26150 30332 -4182 WGMCX 2020-01 Purchased 2023-04 24008 41350 -17342 Capital gains distribution 2020-01 Purchased 2023-12 7476 0 7476 VOO 80394 89107 PIMIX 68802 62021 PGTIX 56540 50737 THISX 117919 151551 VUG 100125 304662 VTI 69905 151821 WIIGX 58088 53659 VIG 80129 95424 uncleared check 224 NFC Investment Advisory 2246 2246