2024-11-13T16:38:12-08:00 2023-12-31 020639624 Wertz & Company LLP 5450 Trabuco Road Irvine CA 92620 990PF 2023-01-01 454068388 Sageview Foundation SAGE 9499553501 4000 MacArthur Blvd 1050 Newport Beach CA 92660 Randall C Long President 2024-11-13 true true J Katie Sterling P01274948 9497565000 2023 2024-10-15 13:58:12Z X 5896773 X 187325 50510 50510 50510 67817 67817 67817 3017 1875015 3017 10707 308669 121344 129034 65555 11527 8256 3178 2462 14763 62943 23033 165506 26211 0 290853 290853 456359 26211 290853 -147690 95133 129034 318560 263053 263053 4737628 4343852 4663059 42735 42735 2462 735432 998011 970661 5794082 5604916 5896773 73456 31980 73456 31980 X 5720626 5572936 5720626 5572936 5794082 5604916 5720626 -147690 5572936 5572936 BNY MELLON - ST COVERED P 2023-01-01 2023-12-31 601469 590762 10707 10707 BNY MELLON - LT COVERED P 2022-01-01 2023-12-31 1180683 1281236 -100553 -100553 Capital Gain Dividends 92863 3017 10707 1322 1322 1322 2800 2800 X 63 1415 1415 false false false false false false false false true CA true false false false false true N/A Randy Long 9497565000 4000 MacArthur Blvd Suite 1050 Newport Beach CA 92660 false false false false false false false false false false false false false false false false false false false false false false Randall C Long 4000 MacArthur Blvd Suite 1050 Newport Beach CA 92660 President 2.00 0 Jonathan Upham 4000 MacArthur Blvd Suite 1050 Newport Beach CA 92660 Vice Pres. 2.00 0 Mary Long 4000 MacArthur Blvd Suite 1050 Newport Beach CA 92660 Secretary 5.00 0 Mark Hendrickson 4000 MacArthur Blvd Suite 1050 Newport Beach CA 92660 Treasurer 2.00 0 KATHRYN COEN 4000 MacArthur Suite 1050 NEWPORT BEACH CA 92660 EXECUTIVE DIRECTOR 40.00 65555 NONE 4544380 194642 0 4739022 0 4739022 71085 4667937 233397 233397 1322 1322 232075 232075 232075 290853 290853 232075 351007 247193 204882 37247 76387 916716 290853 0 232075 58778 975494 0 351007 624487 247193 204882 37247 76387 58778 Randy Long 4000 MacArthur Blvd Suite 1050 Newport Beach CA 92660 9499557622 kcoen@sageviewadvisory.com Formal request outlining details related to the organization you are requesting funds to support. n/a n/a HOPE INTERNATIONAL 227 GRANITE RUN DRIVE STE 250 LANCASTER PA 17601 N/A Non-Profi INVEST IN THE DREAMS OF THE POOR THROUGH BUSINESS DISCIPLESHIP. LOAN CAPITAL FOR HOPE'S CLIENTS GIVE THEM A STRUCTURE TO PROVIDE FOR THEIR FAMILIES, RESTORE DIGNITY, AND BREAK THE CYCLE OF POVERTY. 34500 NORTHRISE UNIVERSITY PO BOX 18823 IRVINE CA 92623 N/A NON-PROFI EDUCATIONAL HOPE TO THE YOUTH OF ZIMBABWE. INVESTED IN GOD'S VISION TO EMPOWER STUDENTS THROUGH REFLECTION, STUDY, INTELLECTUAL INVESTIGATION AND PERSONAL INVOLVEMENT IN SOME FORM OF SERVICE. 10000 PROGRESSION ATHLETIC INTERNATIONAL 730 STONEBROOK STREET SIMI VALLEY CA 93065 N/A NON-PROFI PAI was founded to bring those opportunities to at risk youth domestically and internationally. Clinics help teach life value skills such as respect, acceptance of rules, teamwork and goal setting to participants. 5000 Many Hopes 67 Trotting Park Road East Falmouth MA 02536 N/A NON-PROFI Organization rescues children from poverty and abuse and raises them with an imagination for justice and the tools to act on it. Donation is to be used as general fund for school. 5000 ACT4RWANDA 15 BRETAGNE CIRCLE LITTLE ROCK AR 72223 N/A NON-PROFI HELP SUPPORT ORPHANED AND VULNERABLE FAMILIES AND THE CREATION OF SCHOOL AND EDUCATION FOR THESE FAMILIES.FUNDS ALSO support a feeding program for at risk youth while attending schools. 5000 C2ADOPT 8100 THREE CHOPT RD SUITE 101 RICHMOND VA 23229 N/A NON-PROFI This agency offers training, education, placement and support to families adopting children. The focus is the childrens needs first. C2 Adopt comes along side as a lifeline to collaborate and encourage familiy preservation. 5000 HAWAII CHILDREN'S CANCER FOUNDATION 1814 LILIHA STREET HONOLULU HI 96817 N/A NON-PROFI Serving to assist, support, andf advocate for the needs of chuildren dianosed with cancer, Their families, and long term services for survivors. The goal is to reduce the stress of a cancer diagnosis on the entire family. 5000 MERCY HOME FOR BOYS GIRLS 1140 W JACKSON BLVD CHICAGO IL 60607 N/A NON-PROFI PROVIDE SUPPORT FOR YOUTH TO ESCAPE POVERTY, ABUSE OR NEGLECT. 10000 EDIFY ORGANIZATION 8825 AERO DR SUITE 220 SAN DIEGO CA 92123 N/A NON-PROFI TO SUPPORT THE DEVELOPMENT OF LOW-FEE, INDEPENDENT SCHOOL TO PROVIDE GLOBAL EDUCATION TO EDUCATE IMPOVERISHED CHILDREN. 10000 SUNRIPE FARMS BUGESERA DISTRICT RWANDA RWANDA CT N/A NC PROVIDING A PLATFORM FOR EDUCATION OF FARMING KNOWLEDGE TO LOCAL MEN AND WOMEN TO CREATES SUSTAINABLE ECONOMIC CHANGE. 4840 Orange County Rescue Mission 1 Hope Drive Tustin CA 92782 N/A non-profi To help create long term sufficiency and stability among the homeless in Orange County, CA. 5000 Sharing Center of Central Brevard O PO Box 3363 Cocoa FL 32924 N/A non-profi Emergency assistance and guidance is provided to those who are struggling to obtain lifes most basic needs in Brevard County Florida. The services include a community kitchen, children bag pack for weekends when school is out, cold night shelter, veteran counseling, and a food pantry. 5000 PBJ FOODS INC 5450 TRABUCO ROAD IRVINE CA 92620 N/A NON-PROFI TO SUPPLY FORTIFIED PEANUT BUTTER TO CHILDREN IN MALAWI SUFFERING FROM MALNUTRITION. 5000 SAGE COMMUNITY FOUNDATION RWANDA 1920 MAIN STREET STE 800 IRVINE CA 92614 PRESIDENT'S FOUNDATION NON-PROFI Sage Community Foundation is located in Rwanda and is the local patner for SageView Foundation as we strive to provide resources for impoverished women and children and great sustainable opportunities. 132000 STOWERS INSTITUTE FOR MEDICAL RESEA 1000 EAST 50TH STREET KANSAS CITY MO 64110 N/A NON-PROFI TO MAKE A SIGNIFICANT CONTRIBUTION TO HUMANITY THROUGH MEDICAL RESEARCH THROUGH INNOVATIVE APPROACHES TO THE CAUSES, TREATMENT, AND PREVENTION OF DISEASES. 5000 MILELE HOME INTERNATIONAL PO BOX 281 TRABUCO CANYON CA 92678 N/A 501(C)(3) Kenya provides a family-centered program intended to transition children living on the streets back into a family, while resourcing them with the education, counseling, and discipleship they need to thrive. 5000 The Institute for Discipleship Trai 24040 Camino Del Avion E101 Dana Point CA 92629 PC Will provide resourses and training to pastors and laymen that will facilitate holistic Christian spiritual growth through Discipleship 15000 FLATWATER FOUNDATION 3575 Far West Blvd 29810 AUSTIN TX 78731 PC Provides access to mental health support for families and individuals in need touched by a cancer diagnosis. Partnering with local non profits and cancer centers we help families navigate therapy and pay bills for those with no access to care. 9500 PROVERBS 31 MINISTRIES PO BOX 3189 MATTHEWS NC 28106 PC Seeks to serve women on their spiritual journey and encourage them on their walk with God. 5000 UCLA Wooden Athletic PO Box 24044 Los Angeles CA 90024 PC The Wooden Athletic Fund is dedicted to honoring the lasting educational and athletic legacy of Neil and John Wooden. Together, members of the Wooden Athletic Fund Team provide invaluable support for all 700 UCLA student-athletes, and every gift has a positive Impact on their ability to succeed in the classroom, In competition and In the community. 4000 Home Safe 2840 Sixth Avenue South Lake Worth FL 33461 PC Home Safe is focused on creating safer, more productive lives for infants, children and young adults, and families. 2000 Advisors Give Back 490 43rd Street Suite 350 Oakland CA 94609 PC Financial Coaching for those who cannot afford an advisor. 1000 Palm Beach County Food Bank 701 Boutwell Rd Suite A-2 Lakeworth FL 33461 PC The Palm Beach Country Food Bank is focused on fighting hunger for children and seniors through five programs. 513 Hawaii Community Fund 827 Fort Street Honolulu HI 96813 PC HCF is a steward of more than 1,100 funds, including over 300 scholarship funds, created by donors who desire to transform lives and improve communities. In 2022, HCF distributed $87 million in grants to the community from funds at HCF, contracts, and private foundations statewide, including $7.1 million in scholarships. 2500 290853 50510 67817 3017 121344 121344 false false false false false false false false false false X X 1 John Hancock Investment Group 601 Congress Street Boston MA 02210 15000 X 2 Doug Webster 1209 Anthem View Lane Knoxville TN 37923 30000 X 3 RANDY LONG 1437 DOLPHIN TERRACE CORONA DEL MAR CA 92625 20000 X 4 MARK HENDRICKSON 4000 MacArthur Blvd Suite 1050 NEWPORT BEACH CA 92660 5000 X 5 Amundi 60 State St Boston MA 02109 30000 X 6 Morningstar 22 W Washington 8th Floor Chicago IL 60602 20000 X 7 Harbor Capital 111 South Wacker Drive Floor 3 Chicago IL 60606 30000 X 8 The Standard 1100 SW Sixth Ave Portland OR 97204 30000 X Truck - Toyota 2018-06-27 42735 40273 200DB 0.0576 2462 Auto./Transportation Equip. 42735 42735 ACCRUED INTEREST RECEIVABLE 2388 2388 2388 Notes Receivable - SUNRIPE FARMS 733044 995623 968273 Bank Fees 253 BUSINESS REGISTRATION FEE 75 DUES AND SUBSCRIPTIONS 6022 Filing Fees 7987 INVESTMENT MANAGEMENT FEES 23033 23033 MERCHANT PROCESSING FEES 464 payroll processing fee 727 Promotional Supplies - Golf Charity Even 3121 Supplies 2002 VENUE RENTAL 18433 Workers Comp Insurance 826 CREDIT CARD PAYABLE 73456 31980 PROFESSIONAL FEES 11527 0 0 0 FEDERAL TAXES 1154 1154 FOREIGN TAXES 2024 2024 payroll taxes 5078