2025-02-15T11:11:50-08:00 2024-09-30 951888001 SOARES SANDALL BERNACCHI PETROVICH 2051 SOLAR DR SUITE 200 OXNARD CA 93036 990PF 2023-10-01 201687782 HARRIET H SAMUELSSON FOUNDATION HARR 8058260003 801 S VICTORIA AVENUE 108 VENTURA CA 93003 RICK B SMITH CO-TRUSTEE 2025-02-15 true true Billie Jo Rodriguez P00028384 8054857965 2023 2025-03-06 01:10:19Z X 31906482 X X 762984 762984 4271089 15709526 4271089 5034073 5034073 32217 4944 27273 47073 47073 1178 1178 80991 80991 122289 76300 45989 72575 24 3713 7639 7639 6062 452 5610 370024 81720 219466 1117562 1117562 1487586 81720 1337028 3546487 4952353 15666 6965 6965 56239 254663 254663 24158 21075 24158 24158 39069 10231 10231 25288387 28672561 31610465 25420436 28968578 31906482 42147 43802 42147 43802 X 25378289 28924776 25378289 28924776 25420436 28968578 25378289 3546487 28924776 28924776 SEE ATTACHED P 15495332 11438437 4056895 4056895 Capital Gain Dividends 214194 4271089 68838 68838 68838 78433 78433 9595 9595 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 0.74 10621 MARC L CHARNEY 801 S VICTORIA AVENUE 108 VENTURA CA 93003 CO-TRUSTEE 1.13 12564 RICK B SMITH 801 S VICTORIA AVENUE 108 VENTURA CA 93003 CO-TRUSTEE 0.70 9032 NONE SOARES SANDALL BERNACCHI & PETROVICH LLP P O BOX 552 OXNARD CA 930320552 ACCOUNTING & TAX 67691 29633411 196828 0 29830239 0 29830239 447454 29382785 1469139 1469139 68838 68838 1400301 1400301 1400301 1337028 1337028 1400301 1309407 1337028 1309407 0 27621 1372680 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 SCHEDULE E - DISTRIBUT SEE ATTACHED SCHEDUL CA 93030 NONE PC SEE ATTACHED SCHEDULE E - DISTRIBUTIONS 1117562 1117562 14 762984 4271089 762984 4271089 5034073 false false false false false false false false false false AUDIT FEE 16282 0 0 16282 COURT ACCOUNTING 9711 0 0 9711 FINANCIAL ACCOUNTING 48885 0 0 48885 TAX PREPARATION 6113 0 0 6113 LEGAL FEES 1178 0 0 1178 BANK CHARGES 66 66 COMPUTING & RELATED FEES 125 125 INSURANCE 3696 3696 OFFICE SUPPLIES 263 263 TELEPHONE 1242 1242 POSTAGE 58 58 OTHER PORTFOLIO DEDUCTIONS 252 252 FILING FEES 200 200 MEMBERSHIP, DUES & SUBSCRIPTIONS 160 160 CONSULTANTS 42991 0 0 42991 INVESTMENT MANAGEMENT FEES 76300 76300 0 0 PAYROLL SERVICE FEES 2998 0 0 2998 FOREIGN TAXES 24 24 FEDERAL EXCISE TAX 68838 PAYROLL TAXES 3713 3713