Sorci Family Foundation

San Clemente, CA
Tax-exempt since Sept. 1998
EIN: 77-0481215

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Type of Nonprofit

Designated as a 501(c)(3) 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 Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$76.2k (2024)

Expenses

$120k (2024)

Total Assets

$1.58M (2024)

Total Liabilities

$0 (2024)

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

Revenue

$76,211

Expenses

$119,938

Net Income

-$43,727

Net Assets

$1,580,484

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$22,453	29.5%
Dividends	$24,740	32.5%
Sales of Assets	$29,018	38.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,500	75.5%
Compensation of Officers*	$1,960	1.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,580,484
Total Liabilities	$0
Net Assets	$1,580,484

Compensation

Key Employees and Officers	Compensation	Other
Paula F Sanchez (President/Treasurer)	$1,960	$0
Margaret L Bummer (Vice President)	$0	$0
Antonio J Bummer (Chief Financial Officer)	$0	$0
Rachel E Sorci (Secretary)	$0	$0

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990-PF

Filed on Nov. 17, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$69,475

Expenses

$114,588

Net Income

-$45,113

Net Assets

$1,624,211

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17,891	25.8%
Dividends	$24,330	35.0%
Sales of Assets	$27,254	39.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,000	75.1%
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	$1,624,211
Total Liabilities	$0
Net Assets	$1,624,211

Compensation

Key Employees and Officers	Compensation	Other
Margaret L Bummer (Vice President/Secretary)	$0	$0
Roselee Y Dague (President/Treasurer)	$0	$0

990-PF

Filed on Oct. 5, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$40,363

Expenses

$119,518

Net Income

-$79,155

Net Assets

$1,669,324

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15,392	38.1%
Dividends	$24,396	60.4%
Sales of Assets	$575	1.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,010	76.1%
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	$1,669,324
Total Liabilities	$0
Net Assets	$1,669,324

Compensation

Key Employees and Officers	Compensation	Other
Margaret L Bummer (Vice President/Secretary)	$0	$0
Roselee Y Dague (President/Treasurer)	$0	$0

990-PF

Filed on Oct. 11, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$200,552

Expenses

$137,120

Net Income

$63,432

Net Assets

$1,748,479

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13,115	6.5%
Dividends	$25,585	12.8%
Sales of Assets	$161,152	80.4%
Other Income	$700	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,000	75.8%
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	$1,748,479
Total Liabilities	$0
Net Assets	$1,748,479

Compensation

Key Employees and Officers	Compensation	Other
Margaret L Bummer (Vice President/Secretary)	$0	$0
Roselee Y Dague (President/Treasurer)	$0	$0

990-PF

Filed on May 13, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$62,485

Expenses

$117,782

Net Income

-$55,297

Net Assets

$1,685,046

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13,221	21.2%
Dividends	$20,884	33.4%
Sales of Assets	$28,380	45.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,000	73.0%
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	$1,685,047
Total Liabilities	$1
Net Assets	$1,685,046

Compensation

Key Employees and Officers	Compensation	Other
Margaret L Bummer (Vice President/Secretary)	$0	$0
Roselee Y Dague (President/Treasurer)	$0	$0

990-PF

Filed on May 17, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$156,974

Expenses

$124,175

Net Income

$32,799

Net Assets

$1,740,344

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17,501	11.1%
Dividends	$23,366	14.9%
Sales of Assets	$116,107	74.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,000	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	$1,740,344
Total Liabilities	$0
Net Assets	$1,740,344

990-PF

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

PDF

Fiscal Year Ending Dec.
2018

Revenue

$134,682

Expenses

$121,318

Net Income

$13,364

Net Assets

$1,707,545

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14,786	11.0%
Dividends	$39,605	29.4%
Sales of Assets	$80,291	59.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,500	73.8%
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	$1,707,545
Total Liabilities	$0
Net Assets	$1,707,545

Compensation

Key Employees and Officers	Compensation	Other
Margaret L Bummer (Vice President/Secretary)	$0	$0
Roselee Y Dague (President)	$0	$0
John J Sorci (Vice President/Treasurer)	$0	$0

990-PF

Filed on May 15, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$100,120

Expenses

$114,304

Net Income

-$14,184

Net Assets

$1,694,181

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,377	9.4%
Dividends	$38,758	38.7%
Sales of Assets	$51,985	51.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,000	76.1%
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	$1,694,181
Total Liabilities	$0
Net Assets	$1,694,181

Compensation

Key Employees and Officers	Compensation	Other
Margaret L Bummer (Vice President/Secretary)	$0	$0
Roselee Y Dague (President)	$0	$0
John J Sorci (Vice President/Treasurer)	$0	$0

990-PF

Filed on May 14, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$46,511

Expenses

$115,852

Net Income

-$69,341

Net Assets

$1,708,365

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,618	20.7%
Dividends	$35,178	75.6%
Sales of Assets	$1,715	3.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,500	76.4%
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	$1,708,365
Total Liabilities	$0
Net Assets	$1,708,365

Compensation

Key Employees and Officers	Compensation	Other
Margaret L Bummer (Vice President/Secretary)	$0	$0
Roselee Y Dague (President)	$0	$0
John J Sorci (Vice President/Treasurer)	$0	$0

990-PF

Filed on May 10, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$57,703

Expenses

$176,911

Net Income

-$119,208

Net Assets

$1,777,706

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,023	17.4%
Dividends	$24,351	42.2%
Sales of Assets	$23,329	40.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$133,690	75.6%
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	$1,777,706
Total Liabilities	$0
Net Assets	$1,777,706

Compensation

Key Employees and Officers	Compensation	Other
Margaret L Bummer (Vice President/Secretary)	$0	$0
Roselee Y Dague (President)	$0	$0
John J Sorci (Vice President/Treasurer)	$0	$0

990-PF

Filed on April 28, 2016

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$154,174

Expenses

$114,748

Net Income

$39,426

Net Assets

$1,896,914

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,558	5.6%
Dividends	$24,241	15.7%
Sales of Assets	$121,375	78.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,800	70.4%
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	$1,896,914
Total Liabilities	$0
Net Assets	$1,896,914

Compensation

Key Employees and Officers	Compensation	Other
Margaret L Bummer (Vice President/Secretary)	$0	$0
Roselee Y Dague (President)	$0	$0
John J Sorci (Vice President/Treasurer)	$0	$0

990-PF

Filed on May 8, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$69,476

Expenses

$120,801

Net Income

-$51,325

Net Assets

$1,857,488

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$203	0.3%
Interest Revenue	$29,024	41.8%
Dividends	$26,399	38.0%
Sales of Assets	$13,850	19.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,100	72.9%
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	$1,857,488
Total Liabilities	$0
Net Assets	$1,857,488

Compensation

Key Employees and Officers	Compensation	Other
Margaret L Bummer (Vice President/Secretary)	$0	$0
Roselee Y Dague (President)	$0	$0
John J Sorci (Vice President/Treasurer)	$0	$0

990-PF

Filed on May 2, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$126,443

Expenses

$108,568

Net Income

$17,875

Net Assets

$1,908,813

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$33,917	26.8%
Dividends	$26,997	21.4%
Sales of Assets	$65,529	51.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,100	74.7%
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	$1,908,813
Total Liabilities	$0
Net Assets	$1,908,813

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$133,197

Expenses

$129,451

Net Income

$3,746

Net Assets

$1,890,938

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$39,644	29.8%
Interest Revenue	$27,919	21.0%
Dividends	$38,076	28.6%
Sales of Assets	$27,558	20.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,500	79.2%
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	$1,890,938
Total Liabilities	$0
Net Assets	$1,890,938

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2002

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

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2001

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

990-PF

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

PDF

PDF (2 of 2)

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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.

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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.

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Sorci Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $76.2k (2024)

Expenses $120k (2024)

Total Assets $1.58M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Revenue

$76.2k (2024)

Expenses

$120k (2024)

Total Assets

$1.58M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

Fiscal Year Ending Dec.
2021

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2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001