2025-11-06T10:23:21-08:00 2024-12-31 020639624 Wertz & Company LLP 5450 Trabuco Road Irvine CA 92620 990PF 2024-01-01 454068388 Sageview Foundation SAGE 9499553501 4000 MacArthur Blvd 1050 Newport Beach CA 92660 Randall C Long President 2025-11-06 true true J Katie Sterling P01274948 9497565000 2024 2025-03-06 01:10:19Z X 6636604 X 188450 50151 50151 50151 70265 70265 70265 61543 3113183 61543 370409 181959 120416 70305 6957 3478 3479 18172 10076 1312 26667 64135 24082 196312 28872 3479 404718 404718 601030 28872 408197 -230621 153087 120416 263053 374501 374501 4343852 3849602 5063106 42735 42735 998011 1198997 1198997 5604916 5423100 6636604 31980 80785 31980 80785 X 5572936 5342315 5572936 5342315 5604916 5423100 5572936 -230621 5342315 5342315 BNY MELLON - ST COVERED P 2024-01-01 2024-12-31 663172 670345 -7173 -7173 BNY MELLON - LT COVERED P 2000-01-01 2024-12-31 2275685 2381295 -105610 -105610 1.03788473 BTC P 2020-01-01 2024-03-13 76326 76326 76326 0.998 BTC P 2020-01-01 2024-12-13 98000 98000 98000 61543 -7173 2128 2128 2128 1415 2000 3415 1287 1287 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 70305 NONE 4985490 187365 0 5172855 0 5172855 77593 5095262 254763 254763 2128 2128 252635 252635 252635 408197 408197 252635 247193 204882 37247 76387 58778 624487 408197 0 252635 155562 780049 0 247193 532856 204882 37247 76387 58778 155562 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. 25875 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 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 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 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. 7412 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. 50000 San Francisco City Impact Organizat 230 Jonest Street San francisco CA 94103 N/A non-profi Help meet the need of those living in poverty in the Tenderloin district of San Francisco. 1030 BUILD A MIRACLE 1120 LADY FERN CT SAN DIEGO CA 92131 N/A NON-PROFI TO PROVIDE HOMES, FURNITURE, VARIOUS COMMUNITY CENTERS, AND TRAINING OPPORTUNITIES FOR FAMILIES IN NEED IN TIJUANA, MEXICO 10000 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. 125000 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. 10000 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. 5000 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. 10000 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 Alzheimers Association 225 N Michigan Avenue Chicago IL 60603 N/A NON-PROFI The goal is to eliminate Alzeimers through the advancement of research as well as care and support for the afflicted. Also, our goal is to reduce the risk of dementia through brain health. 1554 Sharing Center of Central Brevard 113 Aurora Street Cocoa FL 32922 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. 2500 Freedom Youth Foundation 9233 W State St Boise ID 83714 N/A NON-PROFI Millions of children around the world have the opportunity to play recreational sports. 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 20000 Hoag Charity Sports 19772 MacArthur Blvd Suite 110 Irvine CA 92612 N/A NON-Profi The Hoag Classic is a PGA Tour Event that benefits the local community.Proceeds from the PGA Tour Event benefit many of Hoags institutes, including the Hoag Cancer Foundation, and the Sue and Bill Gross Womens Pavilion, and 50 local charities 52500 IDT Ministries 24040 Camino Del Avion E 101 Dana Point CA 92629 N/A NON-Profi Will provide resourses and training to pastors and laymen that will facilitate holistic Christian spiritual growth through Discipleship 15000 Rise Against Hunger 4801 Glenwood Avenue Suite 200 Raleigh NC 27612 N/A Non-Profi We provide prepackaged meals to remote, last-mile communities within hunger pockets designated serious or higher on the Global Hunger Index, which are the hardest places to reach and are often difficult to access. Empower local communities by providing meals through local schools. Our work starts with a meal. 12749 Standing Stone 2340 South El Camino Real Suite 3 San Clemente CA 92672 N/A Non-Profi Mission is to provide ministry leaders and their spouses with an opportunity tobe guided and supported professionally 5000 Dup15Q Alliance 250 N Trade St Ste 205 PMB 155 Matthews NC 28105 N/A NON-Profi We empower individuals living with dup15q syndrome and other related rare diseases to reach their full potential by advancing breakthrough research and life-changing therapeutic treatments, supporting families affected by dup15q, and promoting advocacy. 98 Fidelity Charitable PO Box 770001 Cincinnati OH 45277 N/A PC Donor-advised Fund - to support other public charities. 20000 404718 50151 70265 61543 181959 181959 false false false false false false false false false false X X 1 Principal Financial Group 575 ANTON BLVD SUITE 90 COSTA MESA CA 92626 20000 X 2 Doug Webster 1209 Anthem View Lane Knoxville TN 37923 10000 X 3 Amundi 60 State St Boston MA 02109 30000 X 4 Morningstar 22 W Washington 8th Floor Chicago IL 60602 30000 X 5 The Standard 1100 SW Sixth Ave Portland OR 97204 30000 X 6 Raymond James Investment Management 880 Carillon Parkway St Petersburg FL 33716 60000 X Accounting Fees 6957 3478 0 3479 Auto./Transportation Equip. 42735 42735 ACCRUED INTEREST RECEIVABLE 2388 2388 2388 Notes Receivable - SUNRIPE FARMS 995623 1196609 1196609 Bank Fees 175 Car Rental 128 DUES AND SUBSCRIPTIONS 10378 Filing Fees 327 INVESTMENT MANAGEMENT FEES 24082 24082 Meals and Entertainment 173 MERCHANT PROCESSING FEES 1118 Office Supplies 13039 payroll processing fee 192 Promotional Supplies 13619 Supplies 188 Workers Comp Insurance 716 CREDIT CARD PAYABLE 31980 80298 Due to affiliates 487 Legal and Professional Fees 18172 0 0 0 FEDERAL TAXES 2800 FOREIGN TAXES 1312 1312 payroll taxes 5864 Taxes & Licenses 100