Nonprofit · EIN 23-7127370
THE DANIEL A AND EDNA J SATTLER BENEFICIAL TRUST
Tax-exempt · SANTA BARBARA, CA 93101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $295,479 | $263,220 | $32,259 | $3,294,999 | $0 | $3,294,999 |
| June 30, 2025 | 990-PF | $232,366 | $233,717 | -$1,351 | $3,262,740 | $0 | $3,262,740 |
| June 30, 2024 | 990-PF | $170,519 | $238,162 | -$67,643 | $3,264,091 | $0 | $3,264,091 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $75,548
- Net gain from sales of assets
- $219,931
Expenses
- Grants and similar amounts paid
- $180,000
- Compensation of officers, directors and key employees
- $34,575
- Disbursements for charitable purposes
- $202,564
- Excise tax on investment income
- $3,306
Balance sheet and other
- Total assets, start of year
- $3,262,740
- Total assets, end of year
- $3,294,999
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,294,999
- Fair market value of assets
- $4,805,368
- Qualifying distributions
- $202,564
- Net investment income
- $295,479
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IAN M FISHER C/O 200 EAST CARRILLO ST SUITE 400, SANTA BARBARA, CA 93101 | TRUSTEE | 0.5 | $11,525 |
| KRISTEN BLABEY C/O 200 EAST CARRILLO ST SUITE 400, SANTA BARBARA, CA 93101 | TRUSTEE | 0.5 | $11,525 |
| DAVID W VAN HORNE C/O 200 EAST CARRILLO ST SUITE 400, SANTA BARBARA, CA 93101 | TRUSTEE | 0.5 | $11,525 |
990-PF for the year ended June 30, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IAN M FISHER C/O 200 EAST CARRILLO ST SUITE 400, SANTA BARBARA, CA 93101 | TRUSTEE | 0.5 | $10,191 |
| KRISTEN BLABEY C/O 200 EAST CARRILLO ST SUITE 400, SANTA BARBARA, CA 93101 | TRUSTEE | 0.5 | $10,191 |
| DAVID W VAN HORNE C/O 200 EAST CARRILLO ST SUITE 400, SANTA BARBARA, CA 93101 | TRUSTEE | 0.5 | $10,190 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IAN M FISHER C/O 200 EAST CARRILLO ST SUITE 400, SANTA BARBARA, CA 93101 | TRUSTEE | 0.5 | $8,665 |
| KRISTEN BLABEY C/O 200 EAST CARRILLO ST SUITE 400, SANTA BARBARA, CA 93101 | TRUSTEE | 0.5 | $8,665 |
| DAVID W VAN HORNE C/O 200 EAST CARRILLO ST SUITE 400, SANTA BARBARA, CA 93101 | TRUSTEE | 0.5 | $8,665 |
Address and contacts
- Address (IRS master file)
- 200 EAST CARRILLO STREET, SANTA BARBARA, CA 93101-2118
- In care of
- % PRICE POSTEL & PARMA LLP
- Signed the 990-PF
- DAVID W VAN HORNE, TRUSTEE
- Phone
- (805) 962-0011
- Return prepared by
- MACFARLANE FALETTI & COMPANY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 23-7127370 or by the name THE DANIEL A AND EDNA J SATTLER BENEFICIAL TRUST.
- 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-7127370
- 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
- 1987
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,294,999
- Income (IRS master file)
- $369,366
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $295,479 | $263,220 | $3,294,999 | XML |
| 990-PF | June 2025 | $232,366 | $233,717 | $3,262,740 | XML |
| 990-PF | June 2024 | $170,519 | $238,162 | $3,264,091 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 23-7127370).
Questions about THE DANIEL A AND EDNA J SATTLER BENEFICIAL TRUST
- What is the EIN of THE DANIEL A AND EDNA J SATTLER BENEFICIAL TRUST?
- The employer identification number (EIN) of THE DANIEL A AND EDNA J SATTLER BENEFICIAL TRUST is 23-7127370.
- Is THE DANIEL A AND EDNA J SATTLER BENEFICIAL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to THE DANIEL A AND EDNA J SATTLER BENEFICIAL TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE DANIEL A AND EDNA J SATTLER BENEFICIAL TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE DANIEL A AND EDNA J SATTLER BENEFICIAL TRUST due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE DANIEL A AND EDNA J SATTLER BENEFICIAL TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of THE DANIEL A AND EDNA J SATTLER BENEFICIAL TRUST?
- The 990-PF for the year ended June 30, 2026 lists 3 people; 3 received compensation from the organization, the highest $11,525 (IAN M FISHER, TRUSTEE).
- How much revenue does THE DANIEL A AND EDNA J SATTLER BENEFICIAL TRUST have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $295,479, expenses of $263,220 and total assets of $3,294,999 at year end.
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