Civic Intelligence

Sachs Fund

990PF • Fiscal year 2023 • EIN 43-6032385

May 01, 2022 to Apr 30, 2023 • Filed on Aug 19, 2023

Organization Profile
24375 Widgeon Place 42St Michaels, MD 21663

(636) 537-1000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

24th percentile

-14%

Higher net margin than 24% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

35th percentile

-0.4%

Faster asset growth than 35% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$6,716,616

Down $26,363 (-0.4%) from 2022

Net Assets

Down

$6,716,616

Down $26,363 (-0.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin24th percentile

Revenue

Down

$186,049

Down $5,601,011 (-97%) from 2022

Expenses

Up

$212,412

Up $127,832 (+151%) from 2022

Net Income

Down

-$26,363

Down $5,728,843 (-100%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $327,221Liabilities 2012: $1492012Assets 2013: $66,436Liabilities 2013: $1492013Assets 2014: $63,526Liabilities 2014: $02014Assets 2015: $62,287Liabilities 2015: $02015Assets 2016: $60,808Liabilities 2016: $02016Assets 2020: $52,454Liabilities 2020: $02020Assets 2021: $1,067,878Liabilities 2021: $0Net Assets 2021: $1,067,8782021Assets 2022: $6,742,979Liabilities 2022: $0Net Assets 2022: $6,742,9792022Assets 2023: $6,716,616Liabilities 2023: $0Net Assets 2023: $6,716,6162023Assets 2024: $6,369,177Liabilities 2024: $0Net Assets 2024: $6,369,1772024Assets 2025: $6,237,320Liabilities 2025: $0Net Assets 2025: $6,237,3202025

Highlighted filing

2023

Assets$6,716,616
Liabilities$0
Net Assets$6,716,616
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $1,007,610Expenses 2012: $1,037,349Net Income 2012: -$29,7392012Revenue 2013: $21,259Expenses 2013: $281,968Net Income 2013: -$260,7092013Revenue 2014: $253,235Expenses 2014: $256,145Net Income 2014: -$2,9102014Revenue 2015: $252,337Expenses 2015: $253,576Net Income 2015: -$1,2392015Revenue 2016: $250,788Expenses 2016: $252,267Net Income 2016: -$1,4792016Revenue 2020: $2,959Expenses 2020: $7,325Net Income 2020: -$4,3662020Revenue 2021: $1,475,128Expenses 2021: $32,551Net Income 2021: $1,442,5772021Revenue 2022: $5,787,060Expenses 2022: $84,580Net Income 2022: $5,702,4802022Revenue 2023: $186,049Expenses 2023: $212,412Net Income 2023: -$26,3632023Revenue 2024: $36,941Expenses 2024: $384,380Net Income 2024: -$347,4392024Revenue 2025: $252,927Expenses 2025: $384,784Net Income 2025: -$131,8572025

Highlighted filing

2023

Revenue$186,049
Expenses$212,412
Net Income-$26,363
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2022 to Apr 30, 2023
Signed
Aug 19, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY L SACHSTrustee-$0--
SUSAN E SACHSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sachs Fund
EIN
43-6032385
Phone
6365371000
Address
24375 WIDGEON PLACE 42, ST MICHAELS, MD 21663

Signing Officer

Name
Mary L Sachs
Title
Trustee
Phone
6365371000
Signed
2023-08-19
Discuss with paid preparer
Yes

Preparer

Firm
Rubinbrown Llp
Address
7676 FORSYTH BLVD SUITE 2100, SAINT LOUIS, MO 63105
Preparer
Christopher J Coleman
Phone
3142903300
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MONDELEZ INTERNATIONAL INC (MDLZ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56NEUBERGER BERMAN LONG SHORT FUND CLASS INS #1830 (NLSIX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57NIKE INC CL B (NKE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58OTIS WORLDWIDE CORP (OTIS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59PEPSICO INC (PEP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60PFIZER INC (PFE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61PGIM HIGH YIELD FUND CLASS Q (PHYQX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PHILIP MORRIS INTERNATIONAL IN (PM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63PIMCO COMMODITY REAL RETURN STRATEGY FUND CL I (PCRIX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64PIMCO HIGH YIELD FUND INSTITUTIONAL SHARES (PHIYX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PROLOGIS, INC (PLD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66RAYTHEON TECHNOLOGIES CORP (RTX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68SEMPRA ENERGY COM (SRE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69SPDR S & P BIOTECH ETF (XBI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70STARBUCKS CORP COM (SBUX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71T ROWE PRICE GROUP INC (TROW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72TARGET CORP (TGT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73TEXAS INSTRUMENTS INC (TXN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74THE ISHARES CORE TOTAL USD BOND MARKET ETF (IUSB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75THERMO FISHER SCIENTIFIC INC (TMO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76UNILEVER PLC - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77UNION PACIFIC CORP (UNP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78UNITED PARCEL SERVICE-CL B (UPS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79UNITEDHEALTH GROUP INC (UNH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80VANGUARD DIVIDEND APPRECIATION (VIG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81VANGUARD FTSE DEVELOPED MARKETS ETF (VEA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82VANGUARD FTSE EMERGING MARKETS ETF (VWO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83VANGUARD MIDCAP VIPER (VO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84VANGUARD SHORT TERM BOND ETF (BSV)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85VERIZON COMMUNICATIONS (VZ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86VISA INC - CLASS A SHRS (V)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87VULCAN MATERIALS COMPANY (VMC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88WALT DISNEY CO (DIS)
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0205130
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-30581
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt011500
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0186049
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0186049
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0788
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0787
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01575
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0155000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0155000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0203230
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0205130
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-26363
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0183239
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt011500
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt011500
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-30581
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0161913
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt051734
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt051734
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0296
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04103
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0155788
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt052817
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0212412
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0214730
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0186049
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0788
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt052817
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt057412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0213820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-33361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-33361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0180459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-30581
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-26363
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06716616
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06742979
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06716616
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0325522
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0325522
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0325522
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0327773
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02251
IRS990PF/DistributableAmountGrp/TotalTaxAmt02251
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01920
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02251
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02251
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02251
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0331
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01920
IRS990PF/FMVAssetsEOYAmt06560150
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0-1
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0-1
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06210659
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06172535
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06015349
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06742979
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt06716616
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0532320
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0544082
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0544802
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06742979
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06716616
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06560150
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06742979
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06716616
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06742979
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06716616
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06655289
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0546867
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06108422
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt099829
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0327773
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06555460
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06655289
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARY L SACHS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN E SACHS

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,716,616
Liabilities
$0
Net assets
$6,716,616
Revenue
$186,049
Expenses
$212,412
Net income
-$26,363
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.25$0.38$0.13
2024Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.04$0.38$0.35
2023Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$0.19$0.21$0.03
2022Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$5.79$0.08$5.70
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$1.48$0.03$1.44
2020Summary only. Only limited summary data is available for this year.$0.05$0.00$0.00$0.01$0.00
2016Summary only. Only limited summary data is available for this year.$0.06$0.00$0.25$0.25$0.00
2015Summary only. Only limited summary data is available for this year.$0.06$0.00$0.25$0.25$0.00
2014Summary only. Only limited summary data is available for this year.$0.06$0.00$0.25$0.26$0.00
2013Summary only. Only limited summary data is available for this year.$0.07$0.00$0.02$0.28$0.26
2012Summary only. Only limited summary data is available for this year.$0.33$0.00$1.01$1.04$0.03