Civic Intelligence

Harriet H Samuelsson Foundation

EIN 20-1687782 • Ventura, CA

Pub. 78 Eligible
801 S Victoria Avenue 108Ventura, CA 93003
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

$25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

28th percentile

0.04x

Higher debt load relative to revenue than 28% of similar nonprofits.

$25M-$50M nonprofits • Source year 2025

Net Margin

8th percentile

-39%

Higher net margin than 8% of similar nonprofits.

$25M-$50M nonprofits • Source year 2025

Top Officer Pay

20th percentile

$12,041

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

$25M-$50M nonprofits • Source year 2025

Asset Growth

23rd percentile

-1.5%

Faster asset growth than 23% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

2nd percentile

-77%

Faster revenue growth than 2% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$28,535,721

Down $432,857 (-1.5%) from 2024

Liabilities

Up

$50,680

Up $6,878 (+16%) from 2024

Net Assets

Down

$28,485,041

Down $439,735 (-1.5%) from 2024

Operations
Liabilities / Revenue28th percentileNet Margin8th percentile

Revenue

Down

$1,133,011

Down $3,901,062 (-77%) from 2024

Expenses

Up

$1,572,764

Up $85,178 (+5.7%) from 2024

Net Income

Down

-$439,753

Down $3,986,240 (-112%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $21,331,993Liabilities 2011: $50,2132011Assets 2012: $21,261,829Liabilities 2012: $31,3012012Assets 2013: $22,068,438Liabilities 2013: $30,4882013Assets 2014: $22,796,181Liabilities 2014: $37,5082014Assets 2015: $23,373,703Liabilities 2015: $75,6972015Assets 2019: $24,507,087Liabilities 2019: $47,4462019Assets 2020: $25,098,772Liabilities 2020: $36,647Net Assets 2020: $25,062,1252020Assets 2021: $25,390,090Liabilities 2021: $44,763Net Assets 2021: $25,345,3272021Assets 2022: $25,069,913Liabilities 2022: $30,875Net Assets 2022: $25,039,0382022Assets 2023: $25,420,436Liabilities 2023: $42,147Net Assets 2023: $25,378,2892023Assets 2024: $28,968,578Liabilities 2024: $43,802Net Assets 2024: $28,924,7762024Assets 2025: $28,535,721Liabilities 2025: $50,680Net Assets 2025: $28,485,0412025

Highlighted filing

2025

Assets$28,535,721
Liabilities$50,680
Net Assets$28,485,041
Open 2025 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,212,149Expenses 2011: $1,384,333Net Income 2011: $827,8162011Revenue 2012: $1,392,756Expenses 2012: $1,444,008Net Income 2012: -$51,2522012Revenue 2013: $2,241,804Expenses 2013: $1,434,382Net Income 2013: $807,4222013Revenue 2014: $2,186,549Expenses 2014: $1,468,526Net Income 2014: $718,0232014Revenue 2015: $2,187,735Expenses 2015: $1,648,419Net Income 2015: $539,3162015Revenue 2019: $1,252,920Expenses 2019: $1,512,438Net Income 2019: -$259,5182019Revenue 2020: $2,111,880Expenses 2020: $1,509,396Net Income 2020: $602,4842020Revenue 2021: $1,779,483Expenses 2021: $1,496,281Net Income 2021: $283,2022021Revenue 2022: $1,396,739Expenses 2022: $1,703,028Net Income 2022: -$306,2892022Revenue 2023: $1,956,492Expenses 2023: $1,617,241Net Income 2023: $339,2512023Revenue 2024: $5,034,073Expenses 2024: $1,487,586Net Income 2024: $3,546,4872024Revenue 2025: $1,133,011Expenses 2025: $1,572,764Net Income 2025: -$439,7532025

Highlighted filing

2025

Revenue$1,133,011
Expenses$1,572,764
Net Income-$439,753
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,535,721
Liabilities
$50,680
Net assets
$28,485,041
Revenue
$1,133,011
Expenses
$1,572,764
Net income
-$439,753
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$28.5$0.05$28.5$1.13$1.57$0.44
2024Detailed filing. Detailed filing data is available for this year.$29.0$0.04$28.9$5.03$1.49$3.55
2023Detailed filing. Detailed filing data is available for this year.$25.4$0.04$25.4$1.96$1.62$0.34
2022Detailed filing. Detailed filing data is available for this year.$25.1$0.03$25.0$1.40$1.70$0.31
2021Detailed filing. Detailed filing data is available for this year.$25.4$0.04$25.3$1.78$1.50$0.28
2020Detailed filing. Detailed filing data is available for this year.$25.1$0.04$25.1$2.11$1.51$0.60
2019Summary only. Only limited summary data is available for this year.$24.5$0.05$1.25$1.51$0.26
2015Summary only. Only limited summary data is available for this year.$23.4$0.08$2.19$1.65$0.54
2014Summary only. Only limited summary data is available for this year.$22.8$0.04$2.19$1.47$0.72
2013Summary only. Only limited summary data is available for this year.$22.1$0.03$2.24$1.43$0.81
2012Summary only. Only limited summary data is available for this year.$21.3$0.03$1.39$1.44$0.05
2011Summary only. Only limited summary data is available for this year.$21.3$0.05$2.21$1.38$0.83
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 16, 2026
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICK B SMITHCo-Trustee-$12,041-$12,041
MARC L CHARNEYCo-Trustee-$11,811-$11,811
IRENE YABUCo-Trustee-$10,134-$10,134
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHED SCHEDULE E - DISTRIBUTIONSSEE ATTACHED SCHEDULE E - DISTRIBUTIONSPCSEE ATTACHED SCHEDUL, CA, US$1,215,796
Filing and Contact Details

Filer

Filer Name
Harriet H Samuelsson Foundation
EIN
20-1687782
Phone
8058260003
Address
801 S VICTORIA AVENUE 108, VENTURA, CA 93003

Signing Officer

Name
Rick B Smith
Title
Co-trustee
Signed
2026-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Soares Sandall Bernacchi Petrovich
Address
2051 SOLAR DR SUITE 200, OXNARD, CA 93036
Preparer
Billie Jo Rodriguez
Phone
8054857965
Raw XML Appendix338 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt10
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt20
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt30
AccountingFeesSchedule/AccountingFeesDetail/Amt018739
AccountingFeesSchedule/AccountingFeesDetail/Amt16658
AccountingFeesSchedule/AccountingFeesDetail/Amt276786
AccountingFeesSchedule/AccountingFeesDetail/Amt38196
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0AUDIT FEE
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1COURT ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt2FINANCIAL ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt3TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt018739
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt16658
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt276785
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt38196
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt10
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt20
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt30
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0719519
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0413382
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0110
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0719629
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0413382
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01133011
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0110378
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0110379
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0413382
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt026163
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt07823
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt033986
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01215796
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01215796
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0719519
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0719519
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-439753
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01020829
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02142
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02142
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0413382
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01043434
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt07696
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt07696
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt049180
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt049180
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt06240
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06640
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0110
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0110
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt047213
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt081354
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0128567
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt03874
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt018378
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01468682
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt089577
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01572764
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01133011
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01133011
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0252886
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt089577
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0356968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12024-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0382944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1224503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0117056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt115497
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2280829
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0117056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt115497
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1240000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc08,059.317 DODGE & COX INTL STOCK FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1466.11 VANGUARD RUSSELL 3000-INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02025-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0413382
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-439753
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt018
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt028485041
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt028924776
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt028485041
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01566978
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01566978
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01566978
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01581482
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt014504
IRS990PF/DistributableAmountGrp/TotalTaxAmt014504
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt065091
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt079595
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt014504
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt065091
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt014504
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt014504
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt079595
IRS990PF/FMVAssetsEOYAmt034534326
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt043802
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt050680
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt021815
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt024158
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt021815
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt021815
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt06965
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt075743
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt075743
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt028924776
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt028485041
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt028672561
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt028095563
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt034094168
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt010231
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt065747
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt065747
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0254663
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0276853
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0276853
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt028968578
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt028535721
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt034534326
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt043802
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt050680
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt028968578
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt028535721
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt028924776
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt028485041
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt032111310
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0384917
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt031726393
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0481670
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01581482
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt031629640
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt032111310
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0SOARES SANDALL BERNACCHI & PETROVICH LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt096379
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0ACCOUNTING & TAX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0P O BOX 552
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0OXNARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd0930320552
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.72
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.12
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.11
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt010134
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt111811
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt212041
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0IRENE YABU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARC L CHARNEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RICK B SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0801 S VICTORIA AVENUE 108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1801 S VICTORIA AVENUE 108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2801 S VICTORIA AVENUE 108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0VENTURA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1VENTURA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2VENTURA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd093003
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd193003
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd293003
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01468682
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01468682
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0801 S VICTORIA AVENUE SUITE 108
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0VENTURA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd093003
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0I YABU R SMITH M CHARNEY
IRS990PF/StatementsRegardingActyGrp/PhoneNum08058260003
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0SAMUELSSONFOUNDATION.ORG
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0TAKE ELIGIBILITY QUIZ ONLINE AT SAMUELSSON FOUNDATION.ORG. IF QUALIFIED, YOU WILL BE INVITED TO SUBMIT A LETTER OF INQUIRY. LETTERS OF INQUIRY ARE REVIEWED, AND APPROVED APPLICATIONS WILL BE INVITED TO SUBMIT A FULL GRANT APPLICATION ONLINE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0TRUSTEES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08779686328
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0801 S VICTORIA AVENUE 108
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0VENTURA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd093003
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0501C(3) ORGANIZATIONS THAT PROVIDE SERVICES TO CHILDREN AND YOUTH UNDER 18 RESIDING IN VENTURA COUNTY, CALIFORNIA, ORGANIZATIONS ENGAGED IN CANCER RESEARCH, AND ST JOHN'S MEDICAL CENTER IN OXNARD, CALIFORNIA TO BE USED EXCLUSIVELY FOR PURCHASE AND MAINTENANCE OF FETAL MONITORS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0LETTER OF INQUIRY - 3/31 & 10/31; GRANT APPL - 1/15 & 5/30
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01215796
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED SCHEDULE E - DISTRIBUTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE E - DISTRIBUTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED SCHEDULE E - DISTRIBUT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED SCHEDUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093030
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01215796
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt096002
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01372680
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01566978
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01468682
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01470976
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01372680
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02142
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02142
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COMPUTING & RELATED FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0146
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1710
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt23828
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt41246
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt560
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0146
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1710
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23828
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41246
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt560
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6400
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0110
OtherIncreasesSchedule/OtherIncreasesDetail/Amt018
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADDITIONAL UNREALIZED GAIN ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt043857
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt181354
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt23356
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTANTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2PAYROLL SERVICE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt043857
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt23356
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt181354
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/Amt014504
TaxesSchedule/TaxesDetail/Amt13874
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt03874
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK B SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARRIET H SAMUELSSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0201687782
ReturnHeader/Filer/PhoneNum08058260003
ReturnHeader/Filer/USAddress/AddressLine1Txt0801 S VICTORIA AVENUE 108
ReturnHeader/Filer/USAddress/CityNm0VENTURA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093003
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0951888001
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOARES SANDALL BERNACCHI PETROVICH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02051 SOLAR DR SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OXNARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093036
ReturnHeader/PreparerPersonGrp/PhoneNum08054857965
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Billie Jo Rodriguez
ReturnHeader/ReturnTs02026-02-16T22:47:13-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.