Nonprofit · EIN 45-4068388
SAGEVIEW FOUNDATION
Tax-exempt · NEWPORT BEACH, CA 92660
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $370,409 | $601,030 | -$230,621 | $5,423,100 | $80,785 | $5,342,315 |
| December 31, 2023 | 990-PF | $308,669 | $456,359 | -$147,690 | $5,604,916 | $31,980 | $5,572,936 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $188,450
- Dividends
- $70,265
- Interest
- $50,151
- Net gain from sales of assets
- $61,543
Expenses
- Grants and similar amounts paid
- $404,718
- Salaries, compensation and benefits (total)
- $70,305
- Disbursements for charitable purposes
- $408,197
- Excise tax on investment income
- $2,128
Balance sheet and other
- Total assets, start of year
- $5,604,916
- Total assets, end of year
- $5,423,100
- Total liabilities, end of year
- $80,785
- Net assets, end of year
- $5,342,315
- Fair market value of assets
- $6,636,604
- Qualifying distributions
- $408,197
- Net investment income
- $181,959
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHRYN COEN 4000 MacArthur Suite 1050, NEWPORT BEACH, CA 92660 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $70,305 |
| Randall C Long 4000 MacArthur Blvd Suite 1050, Newport Beach, CA 92660 | President | 2 | $0 |
| Jonathan Upham 4000 MacArthur Blvd Suite 1050, Newport Beach, CA 92660 | Vice Pres. | 2 | $0 |
| Mary Long 4000 MacArthur Blvd Suite 1050, Newport Beach, CA 92660 | Secretary | 5 | $0 |
| Mark Hendrickson 4000 MacArthur Blvd Suite 1050, Newport Beach, CA 92660 | Treasurer | 2 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHRYN COEN 4000 MacArthur Suite 1050, NEWPORT BEACH, CA 92660 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $65,555 |
| Randall C Long 4000 MacArthur Blvd Suite 1050, Newport Beach, CA 92660 | President | 2 | $0 |
| Jonathan Upham 4000 MacArthur Blvd Suite 1050, Newport Beach, CA 92660 | Vice Pres. | 2 | $0 |
| Mary Long 4000 MacArthur Blvd Suite 1050, Newport Beach, CA 92660 | Secretary | 5 | $0 |
| Mark Hendrickson 4000 MacArthur Blvd Suite 1050, Newport Beach, CA 92660 | Treasurer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 4000 MACARTHUR BLVD STE 1050, NEWPORT BEACH, CA 92660-2538
- Signed the 990-PF
- Randall C Long, President
- Phone
- (949) 955-3501
- Return prepared by
- Wertz & Company LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 45-4068388 or by the name SAGEVIEW FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 45-4068388
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2013
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $5,423,100
- Income (IRS master file)
- $3,422,049
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $370,409 | $601,030 | $5,423,100 | XML |
| 990-PF | December 2023 | $308,669 | $456,359 | $5,604,916 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-4068388).
Questions about SAGEVIEW FOUNDATION
- What is the EIN of SAGEVIEW FOUNDATION?
- The employer identification number (EIN) of SAGEVIEW FOUNDATION is 45-4068388.
- Is SAGEVIEW FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to SAGEVIEW FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAGEVIEW FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAGEVIEW FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAGEVIEW FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of SAGEVIEW FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $70,305 (KATHRYN COEN, EXECUTIVE DIRECTOR).
- How much revenue does SAGEVIEW FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $370,409, expenses of $601,030 and total assets of $5,423,100 at year end.
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All nonprofits in NEWPORT BEACH · California · Philanthropy, voluntarism and grantmaking foundations