The Bunnie and Jerome Sachs Family
The Bunnie and Jerome Sachs Family is a private foundation, based in Mill Valley, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $202K in total assets. In 2025, it awarded 1 grant totaling $19K. Net investment income was $7K.
The Bunnie and Jerome Sachs Family at a glance
In short: The Bunnie and Jerome Sachs Family gave $19K across 1 grant in 2025 (avg $19K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $19,450
- +1.8% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $19,450
- +1.8% vs 2024
- Median grant
- $19,450
- Total assets
- $202,281
- +1.1% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Bunnie and Jerome Sachs Family funds
How this funder distributes its grants
Grant Size Distribution
35 grants across all recorded years
The most common grant size was under $50K: 35 grants of 35 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How The Bunnie and Jerome Sachs Family gives
- Giving held roughly steady from 2022 to 2025 (+20%). Method
- In 2025 it paid out 221% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $15K (2019) to $19K (2025). In 2025 it made 1 grant totaling $19K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Attached Schedule See Attached Schedul, CA | Charitable | $19,450 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $202,281 | $18,942 | $23,057 | $19,450 | 1 | $21,475 | $7,250 | $9,731 |
| 2024 | $200,021 | $18,194 | $22,446 | $19,100 | 1 | $20,837 | $6,482 | $9,831 |
| 2023 | $189,528 | $17,769 | $18,883 | $15,650 | 1 | $17,375 | $6,112 | $9,595 |
| 2022 | $190,642 | $14,552 | $18,789 | $16,250 | 1 | $17,825 | $3,680 | $10,068 |
| 2021 | $194,879 | $23,359 | $20,249 | $17,060 | 31 | $18,610 | $2,170 | $10,777 |
| 2020 | $191,769 | $4,281 | $18,708 | $15,600 | 28 | — | $2,623 | $10,316 |
| 2019 | $206,187 | $15,912 | $18,496 | $15,350 | 23 | — | $4,024 | $10,497 |
Under IRS private-foundation payout rules, The Bunnie and Jerome Sachs Family reported a distributable amount of $10K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Bunnie and Jerome Sachs Family is led by Susan Sachs Lipman, President on every filing since 2019; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Susan Sachs Lipman
President
On filings since 2019
5 hrs/week
No compensation reported
Yolanda Kondonassis
Director
On filings since 2019
0.5 hrs/week
No compensation reported
Michael Lipman
Secretary
On filings since 2019
0.5 hrs/week
No compensation reported
Michael Sachs
Vice President & Treasurer
On filings since 2019
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Bunnie and Jerome Sachs Family
How much does The Bunnie and Jerome Sachs Family give each year?
The Bunnie and Jerome Sachs Family gave $19K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $19K across 1 grant.
How large is The Bunnie and Jerome Sachs Family?
The Bunnie and Jerome Sachs Family reported $202K in total assets on its 2025 IRS Form 990-PF. It paid out $21K in qualifying distributions that year, against a required minimum of $10K (roughly 5% of its investment assets).
Where does The Bunnie and Jerome Sachs Family operate?
The Bunnie and Jerome Sachs Family has awarded grants in Alabama, California, Colorado, Maryland, Minnesota, New York, Ohio, Washington.
What is The Bunnie and Jerome Sachs Family's EIN?
The Bunnie and Jerome Sachs Family's EIN (Employer Identification Number) is 20-4443706. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 4, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 30, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 14, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 4, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 11, 2026)
- IRS filings on file for fiscal years 2019–2025
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