Nonprofit · EIN 95-6264390
SANTA BARBARA HISTORICAL SOCIETY ENDOWMENT FUND
Tax-exempt · SAINT LOUIS, MO 63166
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $47,769 | $42,408 | $5,361 | $919,083 | $0 | $919,083 |
| September 30, 2024 | 990 | $33,010 | $45,272 | -$12,262 | $913,824 | $0 | $913,824 |
| September 30, 2023 | 990 | $24,838 | $36,560 | -$11,722 | $925,234 | $0 | $925,234 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $47,769
- Net gain from sales of assets
- $16,976
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $23,750
- Compensation of officers, directors and key employees
- $13,510
- Salaries, compensation and benefits (total)
- $13,510
- Professional fundraising fees
- $0
- Accounting fees
- $2,070
- Program services (functional)
- $25,820
- Management and general (functional)
- $16,588
Balance sheet and other
- Total assets, start of year
- $913,824
- Total assets, end of year
- $919,083
- Total liabilities, end of year
- $0
- Net assets, end of year
- $919,083
- Publicly traded securities
- $885,839
- Gross receipts
- $281,655
- Employees
- 0
- Year formed
- 1969
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK NA | TRUSTEE Institutional trustee | – | $13,510 |
990 for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK NA | TRUSTEE Institutional trustee | – | $15,113 |
990 for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK NA | TRUSTEE Institutional trustee | – | $13,985 |
Address and contacts
- Address (IRS master file)
- PO BOX 505, SAINT LOUIS, MO 63166-0505
- In care of
- % WELLS FARGO BNK TTEE MACA0330-011
- Principal officer (990 for 2024)
- WELLS FARGO BANK NA, 100 N MAIN ST FL 5 D4001-052, WINSTON SALEM, NC 27101
- Signed the 990
- -, TRUSTEE
- Phone
- (800) 352-3705
- Return prepared by
- PWC US TAX LLP
Mission
PROVIDE SUPPORT TO SANTA BARBARA HISTORICAL SOCIETY
Program accomplishments
- SANTA BARBARA HISTORICAL SOCIETY - 100% OF THE TRUST'S NET ACCOUNTING INCOME IS PAID OUT ANNUALLY TO THIS EXEMPT ORGANIZATION IS SUPPORT OF ITS CULTURAL AND HISTORICAL ACTIVITIESExpenses $25,820 · grants $23,750
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 95-6264390
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1972
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A118)
- Assets (IRS master file)
- $919,083
- Income (IRS master file)
- $281,655
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $47,769 | $42,408 | $919,083 | XML |
| 990 | September 2024 | $33,010 | $45,272 | $913,824 | XML |
| 990 | September 2023 | $24,838 | $36,560 | $925,234 | XML |
| 990 | September 2022 | $71,059 | $32,445 | $937,749 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 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 95-6264390).
Questions about SANTA BARBARA HISTORICAL SOCIETY ENDOWMENT FUND
- What is the EIN of SANTA BARBARA HISTORICAL SOCIETY ENDOWMENT FUND?
- The employer identification number (EIN) of SANTA BARBARA HISTORICAL SOCIETY ENDOWMENT FUND is 95-6264390.
- Is SANTA BARBARA HISTORICAL SOCIETY ENDOWMENT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to SANTA BARBARA HISTORICAL SOCIETY ENDOWMENT FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SANTA BARBARA HISTORICAL SOCIETY ENDOWMENT FUND 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 SANTA BARBARA HISTORICAL SOCIETY ENDOWMENT FUND due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SANTA BARBARA HISTORICAL SOCIETY ENDOWMENT FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of SANTA BARBARA HISTORICAL SOCIETY ENDOWMENT FUND?
- The 990 for the year ended September 30, 2025 names WELLS FARGO BANK NA.
- Who are the officers and directors of SANTA BARBARA HISTORICAL SOCIETY ENDOWMENT FUND?
- The 990 for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $13,510 (WELLS FARGO BANK NA, TRUSTEE).
- How much revenue does SANTA BARBARA HISTORICAL SOCIETY ENDOWMENT FUND have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $47,769, expenses of $42,408 and total assets of $919,083 at year end.
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