Nonprofit · EIN 71-6194026
SAN ROQUE SCHOOL CHARITABLE TR
Also known as SPERLING STEPHANIE G TTEE
Tax-exempt · SANTA BARBARA, CA 93101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | -$13,570,861 | $187,446 | -$13,758,307 | $347,154 | $0 | $347,154 |
| December 31, 2023 | 990 | $100,000 | $100,000 | $0 | $66,252,078 | $21,278,076 | $44,974,002 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $5,241,862
- Program service revenue
- $0
- Investment income
- -$18,812,723
- Net gain from sales of assets
- -$18,871,531
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Depreciation
- $187,446
- Program services (functional)
- $187,446
Balance sheet and other
- Total assets, start of year
- $66,252,078
- Total assets, end of year
- $347,154
- Total liabilities, end of year
- $0
- Net assets, end of year
- $347,154
- Net assets without donor restrictions
- $347,153
- Gross receipts
- $22,000,670
- Employees
- 0
- Year formed
- 2002
- State of legal domicile
- CA
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHANIE G SPERLING | TRUSTEE Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHANIE G SPERLING | TRUSTEE Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 21 E CARRILLO ST STE 130, SANTA BARBARA, CA 93101-7215
- In care of
- % NAOMI DEWEY
- Principal officer (990 for 2024)
- STEPHANIE SPERLING, 21 E CARRILLO STREET STE 130, SANTA BARBARA, CA 93101
- Signed the 990
- STEPHANIE SPERLING, TRUSTEE
- Phone
- (805) 962-0011
- Return prepared by
- PwC US Tax LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 71-6194026 or by the name SAN ROQUE SCHOOL CHARITABLE TR.
- 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)
Mission
SEE SCHEDULE O.
Program accomplishments
- SAN ROQUE SCHOOL DBA GARDEN STREET ACADEMY - DEPRECIATION AND SALE OF BUILDING WHILE WINDING DOWN OPERATIONS.Expenses $187,446 · revenue -$13,570,861
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 71-6194026
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $347,154
- Income (IRS master file)
- $22,000,670
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | -$13,570,861 | $187,446 | $347,154 | IRS |
| 990 | December 2023 | $100,000 | $100,000 | $66,252,078 | XML |
| 990 | December 2022 | $100,000 | $100,000 | $66,252,078 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | 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 71-6194026).
Questions about SAN ROQUE SCHOOL CHARITABLE TR
- What is the EIN of SAN ROQUE SCHOOL CHARITABLE TR?
- The employer identification number (EIN) of SAN ROQUE SCHOOL CHARITABLE TR is 71-6194026.
- Is SAN ROQUE SCHOOL CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to SAN ROQUE SCHOOL CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAN ROQUE SCHOOL CHARITABLE TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SAN ROQUE SCHOOL CHARITABLE TR 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 SAN ROQUE SCHOOL CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SAN ROQUE SCHOOL CHARITABLE TR?
- The 990 for the year ended December 31, 2024 names STEPHANIE SPERLING.
- Who are the officers and directors of SAN ROQUE SCHOOL CHARITABLE TR?
- The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does SAN ROQUE SCHOOL CHARITABLE TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of -$13,570,861, expenses of $187,446 and total assets of $347,154 at year end.
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