Nonprofit · EIN 77-6154307
JUNE G OUTHWAITE IRRV CHARITABLE TR 010298
Also known as PUCHER JOHN S TTEE
Tax-exempt · SANTA BARBARA, CA 93101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,340,021 | $1,148,138 | $191,883 | $15,116,517 | $0 | $15,116,517 |
| December 31, 2023 | 990-PF | $869,552 | $1,151,478 | -$281,926 | $14,924,634 | $0 | $14,924,634 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $521,536
- Interest
- $37,551
- Net gain from sales of assets
- $782,317
- Other income
- -$1,383
Expenses
- Grants and similar amounts paid
- $717,500
- Compensation of officers, directors and key employees
- $286,578
- Disbursements for charitable purposes
- $900,572
- Excise tax on investment income
- $15,310
Balance sheet and other
- Total assets, start of year
- $14,924,634
- Total assets, end of year
- $15,116,517
- Total liabilities, end of year
- $0
- Net assets, end of year
- $15,116,517
- Fair market value of assets
- $18,897,442
- Qualifying distributions
- $900,572
- Net investment income
- $1,340,021
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kent L Englert 15 EAST CARRILLO STREET STE B, Santa Barbara, CA 93101 | Trustee | 9.35 | $95,526 |
| John S Poucher 15 EAST CARRILLO STREET STE B, Santa Barbara, CA 93101 | Trustee | 10 | $95,526 |
| C Michael Cooney 15 EAST CARRILLO STREET STE B, Santa Barbara, CA 93101 | Trustee | 8.9 | $95,526 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kent L Englert 15 EAST CARRILLO STREET STE B, Santa Barbara, CA 93101 | Trustee | 8.7 | $89,210 |
| John S Poucher 15 EAST CARRILLO STREET STE B, Santa Barbara, CA 93101 | Trustee | 9.7 | $89,210 |
| C Michael Cooney 15 EAST CARRILLO STREET STE B, Santa Barbara, CA 93101 | Trustee | 8.85 | $89,210 |
Address and contacts
- Address (IRS master file)
- 15 EAST CARRILLO STREET B, SANTA BARBARA, CA 93101-2706
- Signed the 990-PF
- Kent Englert, Co-Trustee
- Phone
- (805) 560-0841
- Website
- www.outhwaitefoundation.org
- Return prepared by
- MELISSA PETERSEN AND COMPANY
California records
California keeps its own records of charities and corporations. Search them by EIN 77-6154307 or by the name JUNE G OUTHWAITE IRRV CHARITABLE TR 010298.
- 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 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-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 77-6154307
- 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 (T00Z)
- Assets (IRS master file)
- $15,116,517
- Income (IRS master file)
- $5,636,300
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,340,021 | $1,148,138 | $15,116,517 | IRS |
| 990-PF | December 2023 | $869,552 | $1,151,478 | $14,924,634 | 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 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 77-6154307).
Questions about JUNE G OUTHWAITE IRRV CHARITABLE TR 010298
- What is the EIN of JUNE G OUTHWAITE IRRV CHARITABLE TR 010298?
- The employer identification number (EIN) of JUNE G OUTHWAITE IRRV CHARITABLE TR 010298 is 77-6154307.
- Is JUNE G OUTHWAITE IRRV CHARITABLE TR 010298 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to JUNE G OUTHWAITE IRRV CHARITABLE TR 010298 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JUNE G OUTHWAITE IRRV CHARITABLE TR 010298 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JUNE G OUTHWAITE IRRV CHARITABLE TR 010298 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 JUNE G OUTHWAITE IRRV CHARITABLE TR 010298 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of JUNE G OUTHWAITE IRRV CHARITABLE TR 010298?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $95,526 (Kent L Englert, Trustee).
- How much revenue does JUNE G OUTHWAITE IRRV CHARITABLE TR 010298 have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,340,021, expenses of $1,148,138 and total assets of $15,116,517 at year end.
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