Nonprofit · EIN 71-6194026
SAN ROQUE SCHOOL CHARITABLE TR
Also known as SPERLING STEPHANIE G TTEE
Tax-exempt · SANTA BARBARA, CA 93101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | -$13,570,861 | $187,446 | -$13,758,307 | $347,154 | $0 | $347,154 |
| December 31, 2023 | 990 | $100,000 | $100,000 | $0 | $66,252,078 | $21,278,076 | $44,974,002 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $5,241,862
- Program service revenue
- $0
- Investment income
- -$18,812,723
- Net gain from sales of assets
- -$18,871,531
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Depreciation
- $187,446
- Program services (functional)
- $187,446
Balance sheet and other
- Total assets, start of year
- $66,252,078
- Total assets, end of year
- $347,154
- Total liabilities, end of year
- $0
- Net assets, end of year
- $347,154
- Net assets without donor restrictions
- $347,153
- Gross receipts
- $22,000,670
- Employees
- 0
- Year formed
- 2002
- State of legal domicile
- CA
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHANIE G SPERLING | TRUSTEE Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHANIE G SPERLING | TRUSTEE Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 21 E CARRILLO ST STE 130, SANTA BARBARA, CA 93101-7215
- In care of
- % NAOMI DEWEY
- Principal officer (990 for 2024)
- STEPHANIE SPERLING, 21 E CARRILLO STREET STE 130, SANTA BARBARA, CA 93101
- Signed the 990
- STEPHANIE SPERLING, TRUSTEE
- Phone
- (805) 962-0011
- Return prepared by
- PwC US Tax LLP
Mission
SEE SCHEDULE O.
Program accomplishments
- SAN ROQUE SCHOOL DBA GARDEN STREET ACADEMY - DEPRECIATION AND SALE OF BUILDING WHILE WINDING DOWN OPERATIONS.Expenses $187,446 · revenue -$13,570,861
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 71-6194026
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $347,154
- Income (IRS master file)
- $22,000,670
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $100,000 | $100,000 | $66,252,078 | IRS |
| 990 | December 2022 | $100,000 | $100,000 | $66,252,078 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about SAN ROQUE SCHOOL CHARITABLE TR
- What is the EIN of SAN ROQUE SCHOOL CHARITABLE TR?
- The employer identification number (EIN) of SAN ROQUE SCHOOL CHARITABLE TR is 71-6194026.
- Is SAN ROQUE SCHOOL CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to SAN ROQUE SCHOOL CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAN ROQUE SCHOOL CHARITABLE TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SAN ROQUE SCHOOL CHARITABLE TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAN ROQUE SCHOOL CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SAN ROQUE SCHOOL CHARITABLE TR?
- The 990 for the year ended December 31, 2024 names STEPHANIE SPERLING.
- Who are the officers and directors of SAN ROQUE SCHOOL CHARITABLE TR?
- The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does SAN ROQUE SCHOOL CHARITABLE TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of -$13,570,861, expenses of $187,446 and total assets of $347,154 at year end.
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