2025-11-06T13:17:42-06:00 2024-12-31 464364096 BA HARRIS LLC 1290 W MYRTLE 310 BOISE ID 83702 990PF 2024-01-01 208091202 SATZ-ASBURY FAMILY FOUNDATION INC SATZ 2088596450 2420 WARM SPRINGS AVENUE BOISE ID 83712 GREG SATZ PRESIDENT 2088596450 2025-11-05 1 0 EMILY MATOS P02454889 2084245177 2025-11-05 2024 2025-03-06 01:10:19Z X 1138745 X X 680 680 34724 34724 83223 455495 83223 1 1 118628 118628 0 0 0 3160 3160 0 5781 5781 0 1339 1339 0 10280 10280 0 50000 50000 60280 10280 50000 58348 108348 22026 23048 23048 552529 558417 707822 401789 451777 407875 2290 2290 0 978634 1035532 1138745 0 0 X 1000000 1000000 -21366 35532 0 0 978634 1035532 978634 1035532 978634 58348 0 1036982 1450 1035532 WF - VARIOUS ST COVERED 211086 185259 25827 25827 WF - VARIOUS LT COVERED 244409 187013 57396 57396 83223 1506 0 1506 0 1506 800 0 0 0 800 16 722 0 0 0 0 0 0 0 0 0 0 1 1 ID 1 0 0 0 0 1 NONE B A HARRIS LLP 2084245177 1290 W MYRTLE ST STE 310 BOISE ID 83702 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GREG L SATZ 2420 E WARM SPRINGS AVENUE BOISE ID 83712 PRESIDENT 1.00 0 0 0 SHANNON ASBURY SATZ 869 FERRELO PLACE SANTA BARBARA CA 93103 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1105829 35683 0 1141512 0 0 1141512 17123 1124389 56219 56219 1506 1506 54713 0 54713 0 54713 50000 0 50000 54713 48439 0 0 50000 48439 0 0 1561 0 0 0 0 0 0 0 0 53152 0 0 0 GREG L SATZ SHANNON ASBURY SATZ GREG L SATZ OR SHANNON ASBURY SATZ 2420 WARM SPRINGS AVENUE BOISE ID 83712 2088596450 WRITTEN REQUEST WITH SUPPORTING DOCUMENTATION. NO DEADLINE. PRIMARY FOCUS IS ON SUPPORTING CHARITIES THAT HELP CHILDREN IN THE BOISE, IDAHO AREA. THE FOUNDATION WILL ALSO SUPPORT CHARITIES WITHIN THE STATE OF IDAHO IF NEED CAN BE SHOWN. IDAHO FOODBANK 3630 E COMMERCIAL COURT MERIDIAN ID 83642 NO RELATIONSHIP PC TO PROVIDE FUNDING FOR AN ORGANIZATION THAT PROVIDES FREE FOOD ASSISTANCE TO THOSE IN NEED. 10000 IDAHO VOICES FOR CHILDREN PO BOX 2842 BOISE ID 83701 NO RELATIONSHIP PC TO PROVIDE FUNDING FOR A STATEWIDE ORGANIZATION THAT DEVELOPS AND PROMOTES POLICIES THAT IMPROVE CHILD HEALTH, EDUCATION, SAFETY, AND FAMILY ECONOMIC SECURITY. 7000 YMCA 1050 W STATE STREET BOISE ID 83702 NO RELATIONSHIP PC TO FUND LIFE-CHANGING PROGRAMS THAT HELP CHILDREN, ADULTS, AND FAMILIES IN THE COMMUNITY TO LEARN, GROW, AND THRIVE. 5000 THE WATERSHED 11818 W JOPLIN ROAD BOISE ID 83714 NO RELATIONSHIP GOV TO SUPPORT AN ORGANIZATION THAT INCREASES WATER AND CLIMATE CHANGE AWARENESS BY TEACHING PEOPLE OF ALL AGES HOW TO PROTECT AND CONSERVE OUR PRECIOUS NATURAL RESOURCES FOR FUTURE GENERATIONS. 3000 CHANNEL ISLANDS MARINE AND WILDLIFE INSTITUTION PO BOX 4250 SANTA BARBARA CA 93140 NO RELATIONSHIP PC TO SUPPORT AN ORGANIZATION THAT WORKS TO RESCURE AND REHABILITATE MARINE ANIMALS. 2500 STORYTELLER CHILDREN'S CENTER 2115 STATE ST SANTA BARBARA CA 93105 NO RELATIONSHIP PC TO SUPPORT A PRESCHOOL THAT PROVIDES HIGH-QUALITY EARLY CHILDHOOD EDUCATION FOR HOMELESS AND AT-RISK CHILDREN IN SANTA BARBARA COUNTY, AS WELL AS COMPREHENSIVE SUPPORT SERVICES FOR THEIR FAMILIES. 2500 WOMEN'S & CHILDREN'S ALLIANCE 720 WEST WASHINGTON BOISE ID 83702 NO RELATIONSHIP PC TO PROVIDE FUNDING FOR AN ORGANIZATION THAT DEVELOPS AND PROMOTES POLICIES THAT IMPROVE WOMEN'S AND CHILDREN'S HEALTH, SAFETY, AND SECURITY WITHIN THE COMMUNITY. 2500 DIRECT RELIEF 6100 WALLACE BECKNELL ROAD SANTA BARBARA CA 93117 NO RELATIONSHIP PC TO SUPPORT AN ORGANIZATION THAT IS COMMITTED TO IMPROVE THE HEALTH AND LIVES OF PEOPLE AFFECTED BY POVERTY OR EMERGENCY SITUATIONS BY MOBILIZING AND PROVIDING ESSENTIAL MEDICAL RESOURCES NEEDED FOR THEIR CARE. 2500 WORLD CENTRAL KITCHEN PO BOX 96538 WASHINGTON DC 20090 NO RELATIONSHIP PC TO SUPPORT AN ORGANIZATION THAT IS FIRST TO THE FRONTLINES, PROVIDING MEALS IN RESPONSE TO HUMANITARIAN, CLIMATE, AND COMMUNITY CRISES. 2500 COMMUNITY COUNSELING CENTER 676 PISMO STREET SAN LUIS OBISPO CA 93401 NO RELATIONSHIP PC TO SUPPORT AN ORGANIZATION THAT BUILDS AND SUPPORTS EMOTIONALLY STRONG INDIVIDUALS, FAMILIES, AND COMMUNITY THROUGH CONFIDENTIAL, AFFORDABLE, AND TRANSFORMATIVE COUNSELING, EDUCATION AND ADVOCACY. 2500 WHITE BUFFALO LAND TRUST PO BOX 5100 SANTA BARBARA CA 93150 NO RELATIONSHIP PC TO SUPPORT AN ORGANIZATION THAT PRACTICES, PROMOTES, AND DEVELOPS SYSTEMS OF REGENERATIVE AGRICULTURE FOR LOCAL, REGIONAL, AND GLOBAL IMPACT AND THAT IS COMMITTED TO THE EVOLUTION OF LAND STEWARDSHIP AND THE REDESIGN OF OUR FOOD SYSTEM TO DIRECTLY ADRESS THE CLIMATE, BIODIVERSITY, PUBLIC HEALTH, AND FOOD SECURITY CHALLENGES THAT WE FACE TODAY. 2500 ACCESS TO JUSTICE PO BOX 895 BOISE ID 83701 NO RELATIONSHIP PC TO PROVIDE FUNDING FOR AN ORGANIZATION THAT PROVIDES FREE CIVIL LEGAL SERVICES TO LOW INCOME IDAHOANS. 2500 ZOO BOISE 355 JULIA DAVIS DRIVE BOISE ID 83702 NO RELATIONSHIP PC TO SUPPORT AN ORGANIZATION THAT WORKS TO INCREASE PUBLIC AWARENESS, KNOWLEDGE, AND APPRECIATION OF THE ZOO, WILD ANIMALS, ANIMAL HABITATS, SPECIES CONSERVATION, AND THE ENVIRONMENT. 2000 WASSMUTH CENTER FOR HUMAN RIGHTS 777 S 8TH STREET BOISE ID 83702 NO RELATIONSHIP PC TO SUPPORT EDUCATIONAL PROGRAMS THAT PROMOTE RESPECT FOR HUMAN DIGINITY AND DIVERSITY AND THAT FOSTER INDIVIDUAL RESPONSIBLITY TO WORK FOR JUSTICE AND PEACE. 500 TRICA 1406 EASTMAN ST BOISE ID 83702 NO RELATIONSHIP PC TO PROVIDE FUNDING FOR AN ORGANIZATION THAT DEVELOPS AND PROVIDES MEANINGFUL EXPERIENCES IN THE ARTS, INSPIRING THE CHILDREN OF THE TREASURE VALLEY TO DEVELOP ATTITUDES AND VALUES CONTRIBUTING TO A STRONGER SENSE OF COMMUNITY, HUMANITY, AND GOODWILL. 500 FACES OF HOPE PO BOX 2867 BOISE ID 83701 NO RELATIONSHIP PC TO PROVIDE FUNDING FOR AN ORGANIZATION THAT ENABLES VICTIMS OF INTERPERSONAL VIOLENCE TO ACCESS ALL OF THE SERVICES THEY NEED FROM A SINGLE LOCATION. 500 INTERMOUNTAIN BIRD OBSERVATORY 1910 UNIVERSITY DRIVE BOISE ID 83725 NO RELATIONSHIP PC TO SUPPORT A NON-PROFIT ACADEMIC RESEARCH AND COMMUNITY OUTREACH PROGRAM FOCUSED ON IMPACTING HUMAN LIVES AND CONTRIBUTING TO CONSERVATION THROUGH A COMBINATION OF RESEARCH, EDUCATION, AND COMMUNITY ENGAGEMENT. 500 IDAHO CRISIS & SUICIDE HOTLINE 1607 W JEFFERSON STREET BOISE ID 83702 NO RELATIONSHIP PC TO PROVIDE FUNDING FOR AN ORGANIZATION THAT OFFERS SUICIDE PREVENTION SERVICES. 500 FEED THE GAP PO BOX 5511 BOISE ID 83705 NO RELATIONSHIP PC TO PROVIDE FUNDING FOR AN ORGANIZATION THAT WORKS TO ERADICATE CHILDHOOD HUNGER. 500 50000 0 14 680 14 34724 14 83223 OTHER INVESTMENT INCOME 14 1 0 118628 0 118628 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 3160 3160 0 PURSUANT TO CODE SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), SATZ-ASBURY FAMILY FOUNDATION, INC. ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS COMING FROM PRIOR YEAR'S UNDISTRIBUTED INCOME AS FOLLOWS:TAX YEAR END: 2018AMOUNT: $1,188 AAON INC 4162 4590 ABBOTT LABORATORIES 9686 10972 ABBVIE INC 4400 5154 ABERCROMBIE & FITCH 4412 4484 ALPHABET INC 7455 11737 AMAZON.COM INC 6644 12286 AMERICAN ELECTRIC POWER 5165 5073 AMGEN INC 12767 13293 APPLE INC 11830 16528 APPLIED MATERIALS INC 8385 9595 ARCH CAPITAL GROUP 3211 3417 ARISTA NETWORKS INC 8588 17243 AUTOMATIC DATA PROCESSING 8696 10831 AUTOZONE INC 11825 12808 BERKSHIRE HATHAWAY 6670 10425 BLACKROCK INC 7248 11276 BLACKSTONE GROUP 3191 5517 BLOCK H&R INC 3446 3382 BROADCOM INC 3026 7651 BUILDERS FIRSTSOURCE INC 2857 3287 CADENCE DESIGN SYSTEMS INC 8253 11718 CARDINAL HEALTH INC 4273 4613 CATERPILLAR INC 3886 3990 CENCORA INC 2992 3820 CHEVRON CORPORATION 5687 5359 CINTAS CORP 2413 3471 CISCO SYSTEMS INC 4705 5861 COCA-COLA COMPANY 4949 4856 COCA-COLA CONSOLIDATED 3618 5040 COMFORT SYSTEMS 2008 4241 COMMVAULT SYSTEMS 4074 3924 COSTCO WHSL CORP NEW 8831 15577 DANAHER CORP 9294 9871 DECKERS OUTDOOR CORP 3015 5687 DELL TECHNOLOGIES 4165 3803 DUKE ENERGY CORP 5220 5279 EDWARD LIFESCIENCE CORP 11745 12141 ELI LILLY & CO 10965 13896 EMCOR GROUP 1928 4085 EOG RESOURCES INC 5239 5271 ERIE INDEMNITY CO 3930 3298 EXXON MOBIL CORP 4770 4841 FAIR ISAAC INC 1686 3982 GENERAL MILLS INC 5391 4847 GODADDY INC 4035 4737 GOLDMAN SACHS GROUP INC 6771 11452 GRAINGER W W INC 12010 13703 HOME DEPOT INC 4087 5446 HUBBELL INC 3976 4189 JOHNSON & JOHNSON 5554 5206 JPMORGAN CHASE & CO 9668 17259 KIMBERLY-CLARK CORP 5472 5242 LANTHEUS HOLDINGS 4074 3399 LENNOX INTL INC 4318 4265 LINDE PLC 9051 9629 MARSH AND MCLENNAN COMPANIES 9073 9983 MCDONALDS CORP 4666 5218 MCKESSON CORPORATION 3109 4559 MERCK & CO 5443 5073 META PLATFORMS INC 4245 11125 MICROSOFT CORP 8392 10538 MOTOROLA SOLUTIONS 2620 4160 MSC INDUSTRIAL DIRECT CLASS INC 6196 5004 MURPHY USA INC 2199 4014 NEXTERA ENERGY INC 8712 9248 NVIDIA CORP 5633 14772 OLD REPUBLIC INTL CORP 4423 5863 ORACLE CORPORATION 5699 10665 O'REILLY AUTOMOTIVE INC 3673 4743 PACKAGING CORP OF AMER 3318 5403 PALO ALTO NETWORKS 9354 10918 PEPSICO INC 9891 9732 PHILLIPS 66 4307 4899 PROCTER & GAMBLE CO 5087 5365 PROGRESSIVE CORP 3426 3834 PUBLIC SVC ENTERPRISE 4333 5323 PULTE GROUP INC 3886 3158 ROSS STORES INC 7661 11497 SALESFORCE.COM 7506 12036 SOUTHERN COMPANY SO 4403 5186 STARBUCKS 10184 10220 SUPER MICRO COMPUTER INC 5376 4328 TEXAS INSTRUMENTS INC 4611 5063 THERMO FISHER SCIENTIFIC INX 10199 9884 TRANE TECHNOLOGIES PLC 7141 14405 UNITED HEALTH GROUP 8791 9611 US BANCORP NEW USB 4096 5596 VERIZON COMMUNICATIONS COM 5513 5039 VIPER ENERGY INC 4075 3827 VISA INC CLASS A 7623 11377 WASTE MGMT INC 7055 10291 WATSCO INC 7794 9004 XCEL ENERGY INC 5376 5465 NRG ENERGY 4073 4060 TEXAS ROADHOUSE INC 3538 3789 FIRST TR ETF RD VII AT COST 60800 54271 GLOBAL X FDS NASDAQ 100 AT COST 86694 88986 ISHARES 1-3 YR TREASURY BOND AT COST 66918 65666 ISHARES CORE US AT COST 58233 53489 SPDR SER TR ETF BLOOMBERG AT COST 58604 53504 VANGUARD EXTENDED DURATION TREASURY AT COST 75099 58510 GOLDMAN SACHS FINL SQUARE TREASURY AT COST 33449 33449 CASH EMBEDDED IN INVESTMENTS AT COST 11980 0 NET INTANGIBLE ASSETS 2290 2290 0 BOOK TAX TIMING DIFFERENCES 1450 OTHER INVESTMENT INCOME 1 1 1 INVESTMENT ADVISORY FEES - WF 5781 5781 0 PRIOR YEAR TAXES 539 539 0 FEDERAL ESTIMATED PAYMENTS 800 800 0