Nonprofit · EIN 77-6192290
GEORGE & DALE CAVALLETTO CHARITIES TR
Also known as LARSON DAVID V 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 | $1,179,865 | $1,665,831 | -$485,966 | $25,168,355 | $0 | $25,168,355 |
| December 31, 2024 | 990-PF | $1,156,445 | $1,565,706 | -$409,261 | $25,654,321 | $0 | $25,654,321 |
| December 31, 2023 | 990-PF | $914,308 | $1,450,191 | -$535,883 | $26,063,582 | $0 | $26,063,582 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $906,025
- Net gain from sales of assets
- $273,840
Expenses
- Grants and similar amounts paid
- $1,400,000
- Compensation of officers, directors and key employees
- $150,000
- Disbursements for charitable purposes
- $1,549,790
- Excise tax on investment income
- $15,043
Balance sheet and other
- Total assets, start of year
- $25,654,321
- Total assets, end of year
- $25,168,355
- Total liabilities, end of year
- $0
- Net assets, end of year
- $25,168,355
- Fair market value of assets
- $37,235,318
- Qualifying distributions
- $1,549,790
- Net investment income
- $1,179,865
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 |
|---|---|---|---|
| VALERIE J FUETTE 200 E CARRILLO ST SUITE 300, SANTA BARBARA, CA 93101 | TRUSTEE | 1 | $30,000 |
| DANIEL R CAVALLETTO 200 E CARRILLO ST SUITE 300, SANTA BARBARA, CA 93101 | TRUSTEE | 1 | $30,000 |
| JOSEPH F GREEN 200 E CARRILLO ST SUITE 300, SANTA BARBARA, CA 93101 | TRUSTEE | 1 | $30,000 |
| DAVID V LARSON 200 E CARRILLO ST SUITE 300, SANTA BARBARA, CA 93101 | TRUSTEE | 1 | $30,000 |
| DENNIS W REILLY 200 E CARRILLO ST SUITE 300, SANTA BARBARA, CA 93101 | TRUSTEE | 1 | $30,000 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VALERIE J FUETTE 200 E CARRILLO ST SUITE 300, SANTA BARBARA, CA 93101 | TRUSTEE | 1 | $30,000 |
| DANIEL R CAVALLETTO 200 E CARRILLO ST SUITE 300, SANTA BARBARA, CA 93101 | TRUSTEE | 1 | $30,000 |
| JOSEPH F GREEN 200 E CARRILLO ST SUITE 300, SANTA BARBARA, CA 93101 | TRUSTEE | 1 | $30,000 |
| DAVID V LARSON 200 E CARRILLO ST SUITE 300, SANTA BARBARA, CA 93101 | TRUSTEE | 1 | $30,000 |
| DENNIS W REILLY 200 E CARRILLO ST SUITE 300, SANTA BARBARA, CA 93101 | TRUSTEE | 1 | $30,000 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VALERIE J FUETTE 200 E CARRILLO ST SUITE 300, SANTA BARBARA, CA 93101 | TRUSTEE | 1 | $30,000 |
| DANIEL R CAVALLETTO 200 E CARRILLO ST SUITE 300, SANTA BARBARA, CA 93101 | TRUSTEE | 1 | $30,000 |
| JOSEPH F GREEN 200 E CARRILLO ST SUITE 300, SANTA BARBARA, CA 93101 | TRUSTEE | 1 | $30,000 |
| DAVID V LARSON 200 E CARRILLO ST SUITE 300, SANTA BARBARA, CA 93101 | TRUSTEE | 1 | $30,000 |
| DENNIS W REILLY 200 E CARRILLO ST SUITE 300, SANTA BARBARA, CA 93101 | TRUSTEE | 1 | $30,000 |
Address and contacts
- Address (IRS master file)
- 200 E CARRILLO ST STE 300, SANTA BARBARA, CA 93101-7141
- In care of
- % MULLEN & HENZELL LLP
- Signed the 990-PF
- DAVID LARSON, CO-TRUSTEE
- Phone
- (805) 879-9929
- Return prepared by
- PROSPERITY PARTNERS
California records
California keeps its own records of charities and corporations. Search them by EIN 77-6192290 or by the name GEORGE & DALE CAVALLETTO CHARITIES TR.
- 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 | 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
- 77-6192290
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $25,168,355
- Income (IRS master file)
- $1,725,124
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,179,865 | $1,665,831 | $25,168,355 | IRS |
| 990-PF | December 2024 | $1,156,445 | $1,565,706 | $25,654,321 | IRS |
| 990-PF | December 2023 | $914,308 | $1,450,191 | $26,063,582 | 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 77-6192290).
Questions about GEORGE & DALE CAVALLETTO CHARITIES TR
- What is the EIN of GEORGE & DALE CAVALLETTO CHARITIES TR?
- The employer identification number (EIN) of GEORGE & DALE CAVALLETTO CHARITIES TR is 77-6192290.
- Is GEORGE & DALE CAVALLETTO CHARITIES TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to GEORGE & DALE CAVALLETTO CHARITIES TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GEORGE & DALE CAVALLETTO CHARITIES TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GEORGE & DALE CAVALLETTO CHARITIES TR 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 GEORGE & DALE CAVALLETTO CHARITIES TR 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 GEORGE & DALE CAVALLETTO CHARITIES TR?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 5 received compensation from the organization, the highest $30,000 (VALERIE J FUETTE, TRUSTEE).
- How much revenue does GEORGE & DALE CAVALLETTO CHARITIES TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,179,865, expenses of $1,665,831 and total assets of $25,168,355 at year end.
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