Nonprofit · EIN 77-0481215
SORCI FAMILY FOUNDATION
Tax-exempt · SAN CLEMENTE, CA 92673
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $151,800 | $129,636 | $22,164 | $1,602,648 | $0 | $1,602,648 |
| December 31, 2024 | 990-PF | $76,211 | $119,938 | -$43,727 | $1,580,484 | $0 | $1,580,484 |
| December 31, 2023 | 990-PF | $69,475 | $114,588 | -$45,113 | $1,624,211 | $0 | $1,624,211 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $24,186
- Interest
- $25,133
- Net gain from sales of assets
- $102,481
Expenses
- Grants and similar amounts paid
- $94,500
- Compensation of officers, directors and key employees
- $6,000
- Disbursements for charitable purposes
- $94,500
- Excise tax on investment income
- $1,622
Balance sheet and other
- Total assets, start of year
- $1,580,484
- Total assets, end of year
- $1,602,648
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,602,648
- Fair market value of assets
- $1,976,803
- Qualifying distributions
- $94,500
- Net investment income
- $151,800
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAULA F SANCHEZ 635 AVENIDA VAQUERO, SAN CLEMENTE, CA 92673 | PRESIDENT/TREASURER | 1 | $6,000 |
| MARGARET L BUMMER 3886 BALCOM ROAD, SAN JOSE, CA 95148 | VICE PRESIDENT | 1 | $0 |
| ANTONIO J BUMMER 148 SEA COUNTRY LANE, RANCHO SANTA MARGARITA, CA 92699 | CHIEF FINANCIAL OFFICER | 1 | $0 |
| RACHEL E SORCI 111 HEKILI STREET SUITE A 480, KAILUA, HI 96734 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAULA F SANCHEZ 635 AVENIDA VAQUERO, SAN CLEMENTE, CA 92673 | PRESIDENT/TREASURER | 1 | $1,960 |
| MARGARET L BUMMER 3886 BALCOM ROAD, SAN JOSE, CA 95148 | VICE PRESIDENT | 1 | $0 |
| ANTONIO J BUMMER 148 SEA COUNTRY LANE, RANCHO SANTA MARGARITA, CA 92699 | CHIEF FINANCIAL OFFICER | 1 | $0 |
| RACHEL E SORCI 111 HEKILI STREET SUITE A 480, KAILUA, HI 96734 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARGARET L BUMMER 3886 BALCOM ROAD, SAN JOSE, CA 95148 | VICE PRESIDENT/SECRETARY | 1 | $0 |
| ROSELEE Y DAGUE 3883 BALCOM ROAD, SAN JOSE, CA 95148 | PRESIDENT/TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 635 AVENIDA VAQUERO, SAN CLEMENTE, CA 92673-2901
- In care of
- % ROSELEE DAGUE
- Signed the 990-PF
- PAULA F SANCHEZ, PRESIDENT
- Phone
- (408) 710-3009
- Return prepared by
- NOMI TAKAICHI LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0481215 or by the name SORCI FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 77-0481215
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $1,602,648
- Income (IRS master file)
- $519,521
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $151,800 | $129,636 | $1,602,648 | IRS |
| 990-PF | December 2024 | $76,211 | $119,938 | $1,580,484 | XML |
| 990-PF | December 2023 | $69,475 | $114,588 | $1,624,211 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 77-0481215).
Questions about SORCI FAMILY FOUNDATION
- What is the EIN of SORCI FAMILY FOUNDATION?
- The employer identification number (EIN) of SORCI FAMILY FOUNDATION is 77-0481215.
- Is SORCI FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to SORCI FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SORCI FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SORCI FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SORCI FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SORCI FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $6,000 (PAULA F SANCHEZ, PRESIDENT/TREASURER).
- How much revenue does SORCI FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $151,800, expenses of $129,636 and total assets of $1,602,648 at year end.
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All nonprofits in SAN CLEMENTE · California · Philanthropy, voluntarism and grantmaking foundations