Nonprofit · EIN 77-0416683
LACENTRA-SUMERLIN FOUNDATION
Tax-exempt · SANTA BARBARA, CA 93150
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF | $8,613,023 | $2,848,021 | $5,765,002 | $36,178,366 | $16,762 | $36,161,604 |
| November 30, 2023 | 990-PF | $9,701,719 | $2,960,535 | $6,741,184 | $30,396,602 | $0 | $30,396,602 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Contributions, gifts and grants
- $7,847,348
- Dividends
- $2,737
- Interest
- $762,938
Expenses
- Grants and similar amounts paid
- $2,520,739
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,530,580
- Excise tax on investment income
- $8,410
Balance sheet and other
- Total assets, start of year
- $30,396,602
- Total assets, end of year
- $36,178,366
- Total liabilities, end of year
- $16,762
- Net assets, end of year
- $36,161,604
- Fair market value of assets
- $53,526,081
- Qualifying distributions
- $2,530,580
- Net investment income
- $765,675
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 November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WHITNEY KOPF PO BOX 5518, SANTA BARBARA, CA 93150 | PRESIDENT/EXECUTIVE DIRECTOR | 20 | $0 |
| S DUCA PO BOX 5609, SANTA BARBARA, CA 93150 | DIRECTOR | 0.5 | $0 |
| A HONIKMAN PO BOX 5609, SANTA BARBARA, CA 93150 | SECRETARY | 2 | $0 |
| L DUCA PO BOX 5609, SANTA BARBARA, CA 93150 | CHAIR OF BOARD | 1 | $0 |
| M DUCA PO BOX 5609, SANTA BARBARA, CA 93150 | DIRECTOR | 0.5 | $0 |
| K SHEA PO BOX 5609, SANTA BARBARA, CA 93150 | TREASURER/CFO | 3 | $0 |
990-PF for the year ended November 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WHITNEY KOPF PO BOX 5518, SANTA BARBARA, CA 93150 | PRESIDENT/EXECUTIVE DIRECTOR | 20 | $0 |
| S DUCA PO BOX 5609, SANTA BARBARA, CA 93150 | DIRECTOR | 0.5 | $0 |
| A HONIKMAN PO BOX 5609, SANTA BARBARA, CA 93150 | SECRETARY | 2 | $0 |
| L DUCA PO BOX 5609, SANTA BARBARA, CA 93150 | CHAIR OF BOARD | 1 | $0 |
| M DUCA PO BOX 5609, SANTA BARBARA, CA 93150 | DIRECTOR | 0.5 | $0 |
| K SHEA PO BOX 5609, SANTA BARBARA, CA 93150 | TREASURER/CFO | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5518, SANTA BARBARA, CA 93150-5518
- In care of
- % MAURICE DUCA
- Signed the 990-PF
- WHITNEY KOPF, PRESIDENT/EXECUTIVE DIRECTOR
- Phone
- (805) 969-9292
- Return prepared by
- BARTLETT PRINGLE & WOLF LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0416683 or by the name LACENTRA-SUMERLIN FOUNDATION.
- 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 77-0416683
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible
- No
- Exempt since
- 1996
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99Z)
- Assets (IRS master file)
- $36,178,366
- Income (IRS master file)
- $8,613,023
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | $8,613,023 | $2,848,021 | $36,178,366 | XML |
| 990-PF | November 2023 | $9,701,719 | $2,960,535 | $30,396,602 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 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 77-0416683).
Questions about LACENTRA-SUMERLIN FOUNDATION
- What is the EIN of LACENTRA-SUMERLIN FOUNDATION?
- The employer identification number (EIN) of LACENTRA-SUMERLIN FOUNDATION is 77-0416683.
- Is LACENTRA-SUMERLIN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to LACENTRA-SUMERLIN FOUNDATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does LACENTRA-SUMERLIN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LACENTRA-SUMERLIN FOUNDATION due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LACENTRA-SUMERLIN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2024.
- Who are the officers and directors of LACENTRA-SUMERLIN FOUNDATION?
- The 990-PF for the year ended November 30, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does LACENTRA-SUMERLIN FOUNDATION have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $8,613,023, expenses of $2,848,021 and total assets of $36,178,366 at year end.
Other nonprofits in SANTA BARBARA
- SANTA BARBARA FOUNDATION EIN 95-1866094 · last filed 990 for 2024
- WYATT FAMILY FOUNDATION EIN 93-1503406 · last filed 990 for 2024
- THE JOHN C MITHUN FOUNDATION EIN 45-4228213 · last filed 990-PF for 2025
- WOOD-CLAEYSSENS FOUNDATION EIN 32-0341358 · last filed 990-PF for 2025
- HUTTON FOUNDATION A DELAWARE CORP EIN 33-0779894 · last filed 990-PF for 2024
- STONE FAMILY FOUNDATION EIN 84-1549096 · last filed 990-PF for 2025
- CENTER FOR RADICAL FUTURES EIN 92-1903613 · last filed 990-PF for 2024
- BALAY KO FOUNDATION EIN 87-3998943 · last filed 990-PF for 2025
All nonprofits in SANTA BARBARA · California · Philanthropy, voluntarism and grantmaking foundations