Nonprofit · EIN 20-1687782
HARRIET H SAMUELSSON FOUNDATION
Tax-exempt · OXNARD, CA 93031
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $1,133,011 | $1,572,764 | -$439,753 | $28,535,721 | $50,680 | $28,485,041 |
| September 30, 2024 | 990-PF | $5,034,073 | $1,487,586 | $3,546,487 | $28,968,578 | $43,802 | $28,924,776 |
| September 30, 2023 | 990-PF | $1,956,492 | $1,617,241 | $339,251 | $25,420,436 | $42,147 | $25,378,289 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $719,519
- Net gain from sales of assets
- $413,382
- Other income
- $110
Expenses
- Grants and similar amounts paid
- $1,215,796
- Compensation of officers, directors and key employees
- $33,986
- Salaries, compensation and benefits (total)
- $49,180
- Disbursements for charitable purposes
- $1,468,682
- Excise tax on investment income
- $14,504
Balance sheet and other
- Total assets, start of year
- $28,968,578
- Total assets, end of year
- $28,535,721
- Total liabilities, end of year
- $50,680
- Net assets, end of year
- $28,485,041
- Fair market value of assets
- $34,534,326
- Qualifying distributions
- $1,468,682
- Net investment income
- $1,133,011
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-PF for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICK B SMITH 801 S VICTORIA AVENUE 108, VENTURA, CA 93003 | CO-TRUSTEE | 1.11 | $12,041 |
| MARC L CHARNEY 801 S VICTORIA AVENUE 108, VENTURA, CA 93003 | CO-TRUSTEE | 1.12 | $11,811 |
| IRENE YABU 801 S VICTORIA AVENUE 108, VENTURA, CA 93003 | CO-TRUSTEE | 0.72 | $10,134 |
990-PF for the year ended September 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARC L CHARNEY 801 S VICTORIA AVENUE 108, VENTURA, CA 93003 | CO-TRUSTEE | 1.13 | $12,564 |
| IRENE YABU 801 S VICTORIA AVENUE 108, VENTURA, CA 93003 | CO-TRUSTEE | 0.74 | $10,621 |
| RICK B SMITH 801 S VICTORIA AVENUE 108, VENTURA, CA 93003 | CO-TRUSTEE | 0.7 | $9,032 |
990-PF for the year ended September 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IRENE YABU 801 S VICTORIA AVENUE 108, VENTURA, CA 93003 | CO-TRUSTEE | 0.89 | $12,887 |
| MARC L CHARNEY 801 S VICTORIA AVENUE 108, VENTURA, CA 93003 | CO-TRUSTEE | 1.13 | $12,435 |
| RICK B SMITH 801 S VICTORIA AVENUE 108, VENTURA, CA 93003 | CO-TRUSTEE | 1.1 | $11,857 |
Address and contacts
- Address (IRS master file)
- PO BOX 5244, OXNARD, CA 93031-5244
- In care of
- % BILLIE JO RODRIGUEZ
- Signed the 990-PF
- RICK B SMITH, CO-TRUSTEE
- Phone
- (805) 826-0003
- Website
- SAMUELSSONFOUNDATION.ORG
- Return prepared by
- SOARES SANDALL BERNACCHI PETROVICH
California records
California keeps its own records of charities and corporations. Search them by EIN 20-1687782 or by the name HARRIET H SAMUELSSON FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 20-1687782
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2005
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $28,535,721
- Income (IRS master file)
- $1,740,458
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $1,133,011 | $1,572,764 | $28,535,721 | XML |
| 990-PF | September 2024 | $5,034,073 | $1,487,586 | $28,968,578 | XML |
| 990-PF | September 2023 | $1,956,492 | $1,617,241 | $25,420,436 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | 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 20-1687782).
Questions about HARRIET H SAMUELSSON FOUNDATION
- What is the EIN of HARRIET H SAMUELSSON FOUNDATION?
- The employer identification number (EIN) of HARRIET H SAMUELSSON FOUNDATION is 20-1687782.
- Is HARRIET H SAMUELSSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to HARRIET H SAMUELSSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HARRIET H SAMUELSSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HARRIET H SAMUELSSON FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HARRIET H SAMUELSSON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of HARRIET H SAMUELSSON FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 3 people; 3 received compensation from the organization, the highest $12,041 (RICK B SMITH, CO-TRUSTEE).
- How much revenue does HARRIET H SAMUELSSON FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $1,133,011, expenses of $1,572,764 and total assets of $28,535,721 at year end.
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