Sachs Henry Testamentary Trust

DENVER, CO EIN: 84-6019399

Sachs Henry Testamentary Trust is a private foundation, based in DENVER, CO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $21.5M in total assets. In 2024, it awarded 1 grants totaling $1.8M. Net investment income was $2.8M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$21.5M

+4.6% YoY

Annual Giving

$1.8M

+18.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$1.8M

+18.1% YoY

Under IRS private-foundation payout rules, Sachs Henry Testamentary Trust reported a distributable amount of $1.2M for 2024 — the minimum it must pay out in qualifying distributions.

About Sachs Henry Testamentary Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Colorado $8.1M (100%)

States

Colorado

Cities

Colorado Springs

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$21,452,199	$20,516,490	$20,889,727
Revenue	$2,911,318	$1,283,651	$1,073,968
Expenses	$1,975,609	$1,656,888	$1,770,747
Qualifying Distributions	$1,824,898	$1,546,347	$1,622,345
Net Investment Income	$2,810,241	$1,192,100	$963,345
Distributable Amount	$1,182,553	$1,114,791	$1,146,872

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Sachs Foundation ($1,813,876).

Recipient	Purpose	Amount
SACHS FOUNDATION COLORADO SPRINGS, CO	CHARITABLE	$1,813,876

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
INVESTMENT TRUST COMPANY	Trustee	3	$108,241

Frequently Asked Questions

How large is Sachs Henry Testamentary Trust?

As of 2024, Sachs Henry Testamentary Trust holds $21.5M in total assets with $2.9M in annual revenue. It awarded 1 grants totaling $1.8M in 2024.

Where does Sachs Henry Testamentary Trust operate?

Sachs Henry Testamentary Trust has awarded grants in Colorado.

What size grants does Sachs Henry Testamentary Trust award?

In 2024, Sachs Henry Testamentary Trust awarded 1 grants totaling $1.8M — an average of about $1.8M per grant, based on its IRS Form 990 filings.

How much is Sachs Henry Testamentary Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Sachs Henry Testamentary Trust reported a distributable amount of $1.2M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Sachs Henry Testamentary Trust's EIN?

Sachs Henry Testamentary Trust's EIN (Employer Identification Number) is 84-6019399. IRS Form 990 filing data is available on this page for 2020–2024.