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Also known as: C/O PRICE POSTEL & PARMA LLP
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The Daniel A And Edna J Sattler Beneficial Trust is a private trust based in SANTA BARBARA, CA. The foundation received its IRS ruling in 1987. The principal officer is Price Postel & Parma Llp. It holds total assets of $3.3M. Annual income is reported at $306K. Total assets have grown from $2.5M in 2011 to $3.3M in 2023. The foundation is governed by 3 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2024. Grantmaking is concentrated in California. According to available records, The Daniel A And Edna J Sattler Beneficial Trust has made 40 grants totaling $842K, with a median grant of $18K. The foundation has distributed between $158K and $368K annually from 2021 to 2024. Grantmaking activity was highest in 2023 with $368K distributed across 16 grants. Individual grants have ranged from $2K to $36K, with an average award of $21K. The foundation has supported 9 unique organizations. Grant recipients are concentrated in California. Contributions to this foundation are tax-deductible.
Smallest Grant
$2K
Median Grant
$16K
Average Grant
$20K
Largest Grant
$31K
Based on 8 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
The Daniel A And Edna J Sattler Beneficial Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 40 grants. Its grantmaking reaches organizations primarily in CA.
The Daniel A And Edna J Sattler Beneficial Trust has distributed a total of $842K across 40 grants. The median grant size is $18K, with an average of $21K. Individual grants have ranged from $2K to $36K.
The Daniel A And Edna J Sattler Beneficial Trust typically selects its grantees rather than accepting unsolicited proposals.
The Daniel A And Edna J Sattler Beneficial Trust is headquartered in SANTA BARBARA, CA.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Ian M Fisher | TRUSTEE | $9K | $0 | $9K |
| Kristen Blabey | TRUSTEE | $9K | $0 | $9K |
| David W Van Horne | TRUSTEE | $9K | $0 | $9K |
Total Giving
$238K
Total Assets
$3.3M
Fair Market Value
$4M
Net Worth
$3.3M
Grants Paid
$158K
Contributions
N/A
Net Investment Income
$123K
Distribution Amount
$187K
Total: N/A
Total Grants
40
Total Giving
$842K
Average Grant
$21K
Median Grant
$18K
Unique Recipients
9
Most Common Grant
$16K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| St Vincent'SGENERAL | Santa Barbara, CA | $31K | 2024 |
| Santa Barbara FoundationGENERAL | Santa Barbara, CA | $31K | 2024 |
| Cancer Center Of Santa BarbaraGENERAL | Santa Barbara, CA | $31K | 2024 |
| Sb Council On AlcoholismGENERAL | Santa Barbara, CA | $16K | 2024 |
| Hillside HouseGENERAL | Santa Barbara, CA | $16K | 2024 |
| Guide Dogs For The BlindGENERAL | San Rafael, CA | $16K | 2024 |
| The Riviera Ridge SchoolGENERAL | Santa Barbara, CA | $16K | 2024 |
| California Province Of Society Of JesusSCHOLARSHIPS | Los Gatos, CA | $2K | 2024 |
| Marymount Academy IncGENERAL | Santa Barbara, CA | $16K | 2021 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA