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Nonprofit · EIN 37-1566955

KATHERINE & KEITH L SACHS CHARITABLE ROUNDATION INC

Tax-exempt · RYDAL, PA 19046

Financials

$152K$294K2023$232K$298K2024
Revenue Expenses · by fiscal year end
Financials of KATHERINE & KEITH L SACHS CHARITABLE ROUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$231,540$298,302-$66,762$4,049,085$0$4,049,085
December 31, 2023990-PF$151,789$293,792-$142,003$4,115,847$0$4,115,847
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$2,872
Dividends
$80,323
Interest
$55,408
Net gain from sales of assets
$87,205
Other income
$5,732

Expenses

Grants and similar amounts paid
$250,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$253,547
Excise tax on investment income
$2,482

Balance sheet and other

Total assets, start of year
$4,115,847
Total assets, end of year
$4,049,085
Total liabilities, end of year
$0
Net assets, end of year
$4,049,085
Fair market value of assets
$6,170,927
Qualifying distributions
$253,547
Net investment income
$221,311

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
KATHERINE SACHS
1035 WASHINGTON LANE, RYDAL, PA 19046
SECRETARY0.1$0
DEBORAH S ROTHMAN
1035 WASHINGTON LANE, RYDAL, PA 19046
PRESIDENT0.1$0
JUDITH L SACHS
1035 WASHINGTON LANE, RYDAL, PA 19046
PRESIDENT0.1$0
DAVID B SACHS
1035 WASHINGTON LANE, RYDAL, PA 19046
TREASURER0.1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
KATHERINE SACHS
1035 WASHINGTON LANE, RYDAL, PA 19046
SECRETARY0.1$0
DEBORAH S ROTHMAN
1035 WASHINGTON LANE, RYDAL, PA 19046
PRESIDENT0.1$0
JUDITH L SACHS
1035 WASHINGTON LANE, RYDAL, PA 19046
PRESIDENT0.1$0
DAVID B SACHS
1035 WASHINGTON LANE, RYDAL, PA 19046
TREASURER0.1$0

Address and contacts

Address (IRS master file)
1035 WASHINGTON LN, RYDAL, PA 19046-1708
In care of
% KATHERINE & KEITH SACHS
Signed the 990-PF
KATHERINE SACHS, SECRETARY
Phone
(215) 887-8338
Return prepared by
ARMANINO ADVISORY LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
37-1566955
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
2008
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,049,085
Income (IRS master file)
$2,254,170

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$231,540$298,302$4,049,085XML
990-TDecember 2024–––IRS
990-PFDecember 2023$151,789$293,792$4,115,847XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 37-1566955).

Questions about KATHERINE & KEITH L SACHS CHARITABLE ROUNDATION INC

What is the EIN of KATHERINE & KEITH L SACHS CHARITABLE ROUNDATION INC?
The employer identification number (EIN) of KATHERINE & KEITH L SACHS CHARITABLE ROUNDATION INC is 37-1566955.
Is KATHERINE & KEITH L SACHS CHARITABLE ROUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to KATHERINE & KEITH L SACHS CHARITABLE ROUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does KATHERINE & KEITH L SACHS CHARITABLE ROUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of KATHERINE & KEITH L SACHS CHARITABLE ROUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KATHERINE & KEITH L SACHS CHARITABLE ROUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of KATHERINE & KEITH L SACHS CHARITABLE ROUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does KATHERINE & KEITH L SACHS CHARITABLE ROUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $231,540, expenses of $298,302 and total assets of $4,049,085 at year end.

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