2026-02-16T22:47:13-08:00 2025-09-30 951888001 SOARES SANDALL BERNACCHI PETROVICH 2051 SOLAR DR SUITE 200 OXNARD CA 93036 990PF 2024-10-01 201687782 HARRIET H SAMUELSSON FOUNDATION HARR 8058260003 801 S VICTORIA AVENUE 108 VENTURA CA 93003 RICK B SMITH CO-TRUSTEE 2026-02-16 true true Billie Jo Rodriguez P00028384 8054857965 2024 2025-03-06 01:10:19Z X 34534326 X X 719519 719519 413382 1020829 413382 110 110 1133011 1133011 33986 7823 26163 49180 49180 2142 2142 110379 110378 128567 81354 47213 18378 3874 7696 7696 6640 400 6240 356968 89577 252886 1215796 1215796 1572764 89577 1468682 -439753 1043434 6965 75743 75743 254663 276853 276853 21815 24158 21815 21815 10231 65747 65747 28672561 28095563 34094168 28968578 28535721 34534326 43802 50680 43802 50680 X 28924776 28485041 28924776 28485041 28968578 28535721 28924776 -439753 18 28485041 28485041 8,059.317 DODGE & COX INTL STOCK FUND P 2000-11-11 2025-08-12 500000 382944 117056 117056 466.11 VANGUARD RUSSELL 3000-INST P 2024-11-11 2024-11-25 240000 224503 15497 15497 Capital Gain Dividends 280829 413382 14504 14504 14504 79595 79595 65091 65091 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 0.72 10134 MARC L CHARNEY 801 S VICTORIA AVENUE 108 VENTURA CA 93003 CO-TRUSTEE 1.12 11811 RICK B SMITH 801 S VICTORIA AVENUE 108 VENTURA CA 93003 CO-TRUSTEE 1.11 12041 NONE SOARES SANDALL BERNACCHI & PETROVICH LLP P O BOX 552 OXNARD CA 930320552 ACCOUNTING & TAX 96379 31726393 384917 0 32111310 0 32111310 481670 31629640 1581482 1581482 14504 14504 1566978 1566978 1566978 1468682 1468682 1566978 1372680 1468682 1372680 0 96002 1470976 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 1215796 1215796 14 719519 14 110 413382 719629 413382 1133011 false false false false false false false false false false AUDIT FEE 18739 0 0 18739 COURT ACCOUNTING 6658 0 0 6658 FINANCIAL ACCOUNTING 76786 0 0 76785 TAX PREPARATION 8196 0 0 8196 2142 0 0 2142 BANK CHARGES 146 146 COMPUTING & RELATED FEES 710 710 INSURANCE 3828 3828 OFFICE SUPPLIES 250 250 TELEPHONE 1246 1246 POSTAGE 60 60 FILING FEES 400 400 Other Investment Income 110 ADDITIONAL UNREALIZED GAIN ON INVESTMENTS 18 CONSULTANTS 43857 0 0 43857 INVESTMENT MANAGEMENT FEES 81354 81354 0 0 PAYROLL SERVICE FEES 3356 0 0 3356 FEDERAL EXCISE TAX 14504 PAYROLL TAXES 3874 3874