Nonprofit · EIN 77-0468873
1997 LYDIA FREEMAN CHARITABLE FOUNDATION
Also known as FREEMAN ROY TTEE
Tax-exempt · SANTA BARBARA, CA 93101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $256,860 | $256,867 | -$7 | $609,931 | $0 | $609,931 |
| December 31, 2024 | 990-PF | $247,780 | $271,809 | -$24,029 | $609,938 | $0 | $609,938 |
| December 31, 2023 | 990-PF | $226,719 | $237,304 | -$10,585 | $633,967 | $0 | $633,967 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Interest
- $293
- Other income
- $256,567
Expenses
- Grants and similar amounts paid
- $250,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $253,028
- Excise tax on investment income
- $3,570
Balance sheet and other
- Total assets, start of year
- $609,938
- Total assets, end of year
- $609,931
- Total liabilities, end of year
- $0
- Net assets, end of year
- $609,931
- Fair market value of assets
- $609,931
- Qualifying distributions
- $253,028
- Net investment income
- $256,860
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LARA GMUER 200 E CARRILLO STREET SUITE 300, SANTA BARBARA, CA 93101 | TRUSTEE & SPECIAL TRUSTEE | 3 | $0 |
| MARK ADAMS 200 E CARRILLO STREET SUITE 300, SANTA BARBARA, CA 93101 | TRUSTEE & SPECIAL TRUSTEE | 8 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LARA GMUER 200 E CARRILLO STREET SUITE 300, SANTA BARBARA, CA 93101 | TRUSTEE & SPECIAL TRUSTEE | 3 | $0 |
| MARK ADAMS 200 E CARRILLO STREET SUITE 300, SANTA BARBARA, CA 93101 | TRUSTEE & SPECIAL TRUSTEE | 8 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LARA GMUER 200 E CARRILLO STREET SUITE 300, SANTA BARBARA, CA 93101 | TRUSTEE & SPECIAL TRUSTEE | 3 | $0 |
| MARK ADAMS 200 E CARRILLO STREET SUITE 300, SANTA BARBARA, CA 93101 | TRUSTEE & SPECIAL TRUSTEE | 8 | $0 |
Address and contacts
- Address (IRS master file)
- 200 E CARRILLO ST STE 300, SANTA BARBARA, CA 93101-7141
- Signed the 990-PF
- MARK ADAMS, TRUSTEE
- Phone
- (805) 962-9175
- Website
- WWW.LFCF.INFO
- Return prepared by
- PROSPERITY PARTNERS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 77-0468873
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $609,931
- Income (IRS master file)
- $256,860
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $256,860 | $256,867 | $609,931 | XML |
| 990-PF | December 2024 | $247,780 | $271,809 | $609,938 | IRS |
| 990-PF | December 2023 | $226,719 | $237,304 | $633,967 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | 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 1997 LYDIA FREEMAN CHARITABLE FOUNDATION
- What is the EIN of 1997 LYDIA FREEMAN CHARITABLE FOUNDATION?
- The employer identification number (EIN) of 1997 LYDIA FREEMAN CHARITABLE FOUNDATION is 77-0468873.
- Is 1997 LYDIA FREEMAN CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to 1997 LYDIA FREEMAN CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does 1997 LYDIA FREEMAN CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of 1997 LYDIA FREEMAN CHARITABLE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did 1997 LYDIA FREEMAN CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of 1997 LYDIA FREEMAN CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does 1997 LYDIA FREEMAN CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $256,860, expenses of $256,867 and total assets of $609,931 at year end.
Other nonprofits in SANTA BARBARA
- SANTA BARBARA FOUNDATION EIN 95-1866094 · last filed 990 for 2024
- WYATT FAMILY FOUNDATION EIN 93-1503406 · last filed 990 for 2024
- THE JOHN C MITHUN FOUNDATION EIN 45-4228213 · last filed 990-PF for 2025
- WOOD-CLAEYSSENS FOUNDATION EIN 32-0341358 · last filed 990-PF for 2025
- LACENTRA-SUMERLIN FOUNDATION EIN 77-0416683 · last filed 990-PF for 2024
- HUTTON FOUNDATION A DELAWARE CORP EIN 33-0779894 · last filed 990-PF for 2024
- STONE FAMILY FOUNDATION EIN 84-1549096 · last filed 990-PF for 2025
- CENTER FOR RADICAL FUTURES EIN 92-1903613 · last filed 990-PF for 2024
All nonprofits in SANTA BARBARA · California · Philanthropy, voluntarism and grantmaking foundations