2024-02-29T17:51:10-08:00 2023-09-30 951888001 SOARES SANDALL BERNACCHI PETROVICH 2051 SOLAR DR SUITE 200 OXNARD CA 93036 990PF 2022-10-01 201687782 HARRIET H SAMUELSSON FOUNDATION HARR 8058260003 801 S VICTORIA AVENUE 108 VENTURA CA 93003 RICK B SMITH CO-TRUSTEE 2024-02-29 true RICK B SMITH 999009999 true Billie Jo Rodriguez P00028384 8054857965 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 27200556 X X 851830 851830 1104662 1104662 1104662 1956492 1956492 37178 7306 29872 44777 44777 2639 2639 87052 87052 153005 107984 45021 29988 883 3537 7472 7472 6159 880 5279 368270 117053 225649 1248971 1248971 1617241 117053 1474620 339251 1839439 22594 15666 15666 140889 56239 56239 21075 7454 21075 21075 54618 39069 39069 24844358 25288387 27068507 25069913 25420436 27200556 30875 42147 30875 42147 X 25039038 25378289 25039038 25378289 25069913 25420436 25039038 339251 25378289 25378289 SEE ATTACHED P 942795 942795 942795 Capital Gain Dividends 161867 1104662 25568 25568 25568 64001 64001 38433 38433 false false false false false false false true true CA true false false false false true SAMUELSSONFOUNDATION.ORG I YABU R SMITH M CHARNEY 8058260003 801 S VICTORIA AVENUE SUITE 108 VENTURA CA 93003 false false false false false false false false false false false false false false false false false false false false false false IRENE YABU 801 S VICTORIA AVENUE 108 VENTURA CA 93003 CO-TRUSTEE 0.89 12887 MARC L CHARNEY 801 S VICTORIA AVENUE 108 VENTURA CA 93003 CO-TRUSTEE 1.13 12435 RICK B SMITH 801 S VICTORIA AVENUE 108 VENTURA CA 93003 CO-TRUSTEE 1.10 11857 NONE SOARES SANDALL BERNACCHI & PETROVICH LLP P O BOX 552 OXNARD CA 930320552 ACCOUNTING & TAX 74392 26981146 190884 504947 27676977 0 27676977 415155 27261822 1363091 1363091 25568 25568 1337523 1337523 1337523 1474620 1474620 1337523 1446504 1474620 1446504 0 28116 1309407 TRUSTEES 801 S VICTORIA AVENUE 108 VENTURA CA 93003 8779686328 GRANTS@SAMUELSSONFOUNDATION.ORG TAKE 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. LETTER OF INQUIRY - 3/31 & 10/31; GRANT APPL - 1/15 & 5/30 501C(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. SEE ATTACHED SCHEDULE E - DISTRIBUTIONS SEE ATTACHED SEE ATTACHED CA 93030 NONE PC SEE ATTACHED SCHEDULE E - DISTRIBUTIONS 1248971 1248971 14 851830 1104662 851830 1104662 1956492 false false false false false false false false false false AUDIT FEE 17065 0 0 17065 COURT ACCOUNTING 11894 0 0 11894 FINANCIAL ACCOUNTING 50883 0 0 50883 TAX PREPARATION 7210 0 0 7210 LEGAL FEES 2639 0 0 2639 BANK CHARGES 18 18 COMPUTING & RELATED FEES 1208 1208 INSURANCE 2880 2880 OFFICE SUPPLIES 17 17 TELEPHONE 1138 1138 POSTAGE 18 18 OTHER PORTFOLIO DEDUCTIONS 680 680 FILING FEES 200 200 CONSULTANTS 42200 0 0 42200 INVESTMENT MANAGEMENT FEES 107984 107984 0 0 PAYROLL SERVICE FEES 2821 0 0 2821 FOREIGN TAXES 883 883 FEDERAL EXCISE TAX 25568 PAYROLL TAXES 3537 3537