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Katherine & Keith L Sachs Charitable Roundation Inc

  • Rydal, PA
  • Tax-exempt since Sept. 2008
  • EIN: 37-1566955

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Operating Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$232k (2024)

Expenses
$298k (2024)

Total Assets
$4.05M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$231,540
Expenses
$298,302
Net Income
-$66,762
Net Assets
$4,049,085
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,872
1.2%
Interest Revenue $55,408
23.9%
Dividends $80,323
34.7%
Sales of Assets $87,205
37.7%
Other Income $5,732
2.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $253,547
85.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,049,085
Total Liabilities $0
Net Assets $4,049,085
Compensation
Key Employees and Officers Compensation Other
Katherine Sachs (Secretary) $0 $0
Deborah S Rothman (President) $0 $0
Judith L Sachs (President) $0 $0
David B Sachs (Treasurer) $0 $0
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Document Links

990-PF
Filed on Aug. 8, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$151,789
Expenses
$293,792
Net Income
-$142,003
Net Assets
$4,115,847
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $37,473
24.7%
Dividends $77,579
51.1%
Sales of Assets $34,817
22.9%
Other Income $1,920
1.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $253,635
86.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,115,847
Total Liabilities $0
Net Assets $4,115,847
Compensation
Key Employees and Officers Compensation Other
Katherine Sachs (Secretary) $0 $0
Deborah S Rothman (President) $0 $0
Judith L Sachs (President) $0 $0
David B Sachs (Treasurer) $0 $0
+ View more people

Document Links

990-PF
Filed on Oct. 30, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$147,900
Expenses
$194,950
Net Income
-$47,050
Net Assets
$4,257,850
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $46,081
31.2%
Dividends $48,884
33.1%
Sales of Assets $53,083
35.9%
Other Income -$148
Notable Expenses Percent of Total Expenses
Charitable Disbursements $150,000
76.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,257,850
Total Liabilities $0
Net Assets $4,257,850
Compensation
Key Employees and Officers Compensation Other
Katherine Sachs (Secretary) $0 $0
Deborah S Rothman (President) $0 $0
Judith L Sachs (President) $0 $0
David B Sachs (Treasurer) $0 $0
+ View more people

Document Links

990-PF
Filed on Oct. 30, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$316,867
Expenses
$334,242
Net Income
-$17,375
Net Assets
$4,304,900
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $79,258
25.0%
Sales of Assets $233,889
73.8%
Other Income $3,720
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $285,015
85.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,304,900
Total Liabilities $0
Net Assets $4,304,900
Compensation
Key Employees and Officers Compensation Other
Katherine Sachs (Secretary As Needed) $0 $0
Deborah S Rothman (President As Needed) $0 $0
Judith L Sachs (President As Needed) $0 $0
David B Sachs (Treasurer As Needed) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 7, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$231,924
Expenses
$173,242
Net Income
$58,682
Net Assets
$4,322,274
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $6,500
2.8%
Interest Revenue $0
Dividends $88,466
38.1%
Sales of Assets $136,238
58.7%
Other Income $720
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $135,000
77.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,322,275
Total Liabilities $1
Net Assets $4,322,274
Compensation
Key Employees and Officers Compensation Other
Katherine Sachs (Secretary As Needed) $0 $0
Deborah S Rothman (President As Needed) $0 $0
Judith L Sachs (President As Needed) $0 $0
David B Sachs (Treasurer As Needed) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$91,909
Expenses
$144,871
Net Income
-$52,962
Net Assets
$4,263,593
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $86,673
94.3%
Sales of Assets $5,236
5.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $105,000
72.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,263,593
Total Liabilities $0
Net Assets $4,263,593

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$274,365
Expenses
$78,780
Net Income
$195,585
Net Assets
$4,552,942
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $82,906
30.2%
Sales of Assets $191,459
69.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,000
38.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,552,942
Total Liabilities $0
Net Assets $4,552,942

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$309,148
Expenses
$2,040,112
Net Income
-$1,730,964
Net Assets
$4,357,357
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,320
1.4%
Interest Revenue $0
Dividends $62,378
20.2%
Sales of Assets $242,247
78.4%
Other Income $203
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,000,030
98.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,357,357
Total Liabilities $0
Net Assets $4,357,357

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,787,584
Expenses
$22,048
Net Income
$3,765,536
Net Assets
$7,363,845
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $27,000
0.7%
Interest Revenue $0
Dividends $584
0.0%
Sales of Assets $3,760,000
99.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,884
99.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,363,845
Total Liabilities $0
Net Assets $7,363,845

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$28,000
Expenses
$25,543
Net Income
$2,457
Net Assets
$1,516,031
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $28,000
100%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,543
100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,516,032
Total Liabilities $1
Net Assets $1,516,031

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,500
Expenses
$41,372
Net Income
-$3,872
Net Assets
$1,513,575
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $37,500
100%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $41,372
100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,515,524
Total Liabilities $1,949
Net Assets $1,513,575

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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