2026-09-08T12:48:02-05:00 2025-12-31 934792291 SORREN INC 90 S CASCADE AVE SUITE 700 COLORADO SPRINGS CO 80903 990PF 2025-01-01 840500835 SACHS FOUNDATION SACH 7196332353 PO BOX 1452 COLORADO SPRINGS CO 80901 BEN RALSTON PRESIDENT 7196332353 2026-09-08 1 DOREEN MERZ P00841439 7196301186 2026-09-08 2025 X 61198018 X 2613425 622474 622474 622474 1523226 4024983 1523226 0 1186 1186 0 4760311 2146886 622474 278687 37902 37902 259179 744038 101191 101191 691956 204778 10193 10193 190443 39015 3902 3902 31212 34220 1711 1711 31825 178464 91881 91881 84356 17909 0 0 0 3415 171 171 82536 4128 4128 76758 12489 0 0 11615 125598 6308 6308 117009 1721149 257387 257387 1494353 2587661 1403581 4308810 257387 257387 2897934 451501 1889499 365087 655021 518176 518176 1287827 1859634 1859634 415954 391696 415954 415954 34741 50781 50781 1389609 1269969 1269969 24045714 23375265 23375265 4175177 4425507 4425507 26941280 29247188 29247188 23902 13658 13659 10244 10244 25300 25300 25300 58960024 61198018 61198018 5042 14157 2914955 716779 226413 221856 3146410 952792 X 30533908 33233437 25279706 27011789 55813614 60245226 58960024 61198018 55813614 451501 3980111 60245226 0 60245226 CHARLES SCHWAB-ST 2025-01-01 2025-12-31 397009 460673 -63664 -63664 CHARLES SCHWAB - LT 2024-01-01 2025-12-31 3627974 2041084 1586890 1586890 1523226 -63664 26264 0 26264 0 26264 18600 0 15000 0 33600 X 353 6983 6983 0 0 0 0 0 0 0 0 0 0 0 1 1 CO 1 1 0 0 0 1 SACHSFOUNDATION.ORG SACHS FOUNDATION 7196332353 315 E PIKES PEAK AVE COLORADO SPRINGS CO 80903 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 CRAIG S RALSTON PO BOX 1452 COLORADO SPRINGS CO 80901 SECRETARY/TREASURER 0.25 3000 0 0 WILTON W COGSWELL III PO BOX 1452 COLORADO SPRINGS CO 80901 1ST VICE PRESIDENT 0.25 3000 0 0 DANA CAPOZELLA PO BOX 1452 COLORADO SPRINGS CO 80901 2ND VICE-PRESIDENT/TRUSTEE 0.25 2000 0 0 BEN RALSTON PO BOX 1452 COLORADO SPRINGS CO 80901 PRESIDENT 40.00 264687 21175 0 ANTONIO ROSENDO PO BOX 1452 COLORADO SPRINGS CO 80901 3RD VICE-PRESIDENT/TRUSTEE 0.25 3000 0 0 AISHA PRAUGHT LEER PO BOX 1452 COLORADO SPRINGS CO 80901 4TH VICE PRESIDENT 0.25 3000 0 0 KATIE PARVIN PO BOX 1452 COLORADO SPRINGS CO 80901 STAFF 40.00 134310 10745 0 PAMELA MORA PO BOX 1452 COLORADO SPRINGS CO 80901 STAFF 40.00 112667 8989 0 JAZMIN S LOPEZ PO BOX 1452 COLORADO SPRINGS CO 80901 STAFF 40.00 91096 7270 0 BROOK SKLENAR PO BOX 1452 COLORADO SPRINGS CO 80901 STAFF 40.00 63884 5098 0 RUTH WOLDEMICHAEL PO BOX 1452 COLORADO SPRINGS CO 80901 STAFF 40.00 59406 3166 0 0 NONE 0 EDUCATIONAL GRANTS FOR MEMBERS OF THE BLACK/AFRICANAMERICAN RACE AND RESIDENTS OF COLORADO 853075 THE ELEVATED PROGRAM SEEKS TO EMPOWER BLACK YOUTH AND THEIRFAMILIES BY PROVIDING MENTORSHIP, EQUITABLE OPPORTUNITIESAND COLLEGIATE ACCESS TO SUCCEED IN HIGHER EDUCATION. 1515108 THE SACHS TEACHER DEVELOPMENT PROGRAM LOOKS TO INCREASE THENUMBER OF AFRICAN-AMERICAN TEACHERS SERVING IN COLORADO,SPECIFICALLY IN SCHOOLS WITH LARGE BLACK STUDENT POPULATIONS 529751 SAT AND ACT TEST TAKING, ATTEND WORKSHOPS ON APPLYING FORFINANCIAL ASSISTANCE, AND PARTICIPATE IN COLLEGE VISITS. THEPROGRAM ALSO DISTRIBUTES SCHOLARSHIP FUNDS THROUGH CO 529. 0 0 33266666 586596 483838 34337100 0 0 34337100 515057 33822043 1691102 X 2897934 0 2897934 X 365087 424871 386110 356194 1532262 310324 361140 328194 302765 1302423 2897934 2264958 2634031 3079367 10876290 853075 303794 833234 1701391 3691494 2044859 1961164 1800797 1377976 7184796 61198018 58960024 55837881 51199300 227195223 0 1127401 1089596 1016843 1066225 4300065 0 0 0 0 SACHS FOUNDATION 315 E PIKES PEAK AVE COLORADO SPRINGS CO 80903 7196332353 EDUCATION GRANTS - ONLINE APPLICATION, INCLUDING EDUCATIONAL TRANSCRIPTS, THREE RECOMMENDATIONS AND VERIFICATION OF FINANCIAL STATUS. COMMUNITY ASSISTANCE GRANTS - APPLICATIONS ARE ORIGINALLY SUBMITTED BY PHONE REQUEST 719-633-4895. APPLICANTS PROVIDE INFORMATION AS TO THEIR SITUATION AND A WAY FOR A COMMUNITY ASSISTANCE ASSOCIATE TO CONTACT THE APPLICANT FOR A PHONE INTERVIEW. BASED ON THE PHONE INTERVIEW, ASSISTANCE CAN BE GRANTED, DECLINED, OR ASSIGNED TO AN ASSOCIATE FOR A FUTURE SITE VISIT TO DETERMINE NEED. EDUCATIONAL GRANTS - MARCH 15 APPLICANTS MUST BE OF THE BLACK/AFRICAN AMERICAN RACE AND RESIDENTS OF COLORADO. AMOUNT OF AWARD ESTABLISHED BY THE BOARD OF DIRECTORS. EDUCATIONAL GRANTEES DETAIL AVAILABLE UPON REQUEST COLORADO SPRINGS CO 80903 NONE I EDUCATIONAL 877239 ELEVATED GRANTS DETAILS AVAILABLE UPON REQUEST COLORADO SPRINGS CO 80903 NONE I ELEVATED - EDUCATION 526342 1403581 APPROVED EDUCATIONAL GRANTS 90 S CASCADE AVE COLORADO SPRINGS CO 80903 NONE I EDUCATIONAL 716779 716779 14 622474 14 1186 18 1523226 0 2146886 0 2146886 0 0 0 0 0 0 0 0 0 0 X X 1 HENRY SACHS TRUST CO MEMBERS TRUST 7250 CAMPUS DRIVE COLORADO SPRINGS CO 80920 1800000 X 2 PROSPERITY DENVER FUND 104 BROADWAY 5TH FLOOR DENVER CO 80203 479524 X 3 ROSE COMMUNITY FOUNDATION 4500 CHERRY CREEK DRIVE SOUTH STE 9 DENVER CO 80246 20936 X 4 BERT AND MARY CAROLLO 2243 COYOTE CREST VIEW COLORADO SPRINGS CO 80921 54258 X 5 THE DENVER FOUNDATION 1009 GRANT ST DENVER CO 80203 250000 X ACCOUNTING 34220 1711 1711 31825 CHARLES SCHWAB 4425507 4425507 CHARLES SCHWAB 23375265 23375265 1269969 1269969 0 0 CHARLES SCHWAB-INT'L EQUITIES AT COST 2651353 2651353 BENEFICIAL INTEREST IN TRUST AT COST 26595835 26595835 LEGAL FEES 39015 3902 3902 31212 ART 25300 25300 25300 PARKING 7455 373 373 6933 CRM SOFTWARE 5842 292 292 5433 ONLINE APPLICATION PROGRAM 5940 297 297 5524 AUDIT ADJUSTMENTS 7758 1940 1940 3879 BOARD OF DIRECTOR EXPENSE 2398 120 120 2230 TRAVEL AND MILEAGE 1688 708 708 1570 PROMOTIONAL ITEMS 3408 170 170 3169 WEBSITE 6834 342 342 6356 INTERNSHIP STIPENDS 10716 0 0 10716 EQUIPMENT COSTS 8687 0 0 8687 OFFICE SUPPLIES 9341 467 467 8686 MENTOR EXPENSE 2869 0 0 2869 MEALS & ENTERTAINMENT 15282 764 764 14212 DUES & SUBSCRIPTIONS 1060 53 53 987 BANK CHARGES 356 18 18 331 MISC EXPENSE 25 1 1 23 TEACHER DEVELOPMENT 20677 0 0 20677 PAYROLL PROCESSING 3577 179 179 3327 INSURANCE 11685 584 584 11400 MISC 1186 1186 0 CHANGE IN BENEFICIAL INTEREST IN TRUST 1707825 ADJUSTMENT FOR UNREALIZED GAIN ON INVESTMENTS 375142 RESTATEMENT FOR GRANTS PAYABLE 1897144 DEFER. FEDERAL EXCISE TAX PAY 226413 221856 MARKETING/OUTREACH 73485 3674 3674 68183 INVESTMENT MANAGER 87772 87772 87772 0 PROFESSIONAL HONORARIA 8500 0 0 8075 PROFESSIONAL DEVELOPMENT 8707 435 435 8098 FEDERAL EXCISE TAX 17909 0 0 0