Daniel a & Edna J Sattler Beneficial Tr

SANTA BARBARA, CA EIN: 23-7127370

Daniel a & Edna J Sattler Beneficial Tr is a private foundation, based in SANTA BARBARA, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.3M in total assets. In 2025, it awarded 8 grants totaling $160K. Net investment income was $179K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.3M

-0.0% YoY

Annual Giving

$160K

+1.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$20K

+1.3% YoY

Under IRS private-foundation payout rules, Daniel a & Edna J Sattler Beneficial Tr reported a distributable amount of $203K for 2025 — the minimum it must pay out in qualifying distributions.

About Daniel a & Edna J Sattler Beneficial Tr

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $818K (100%)

States

California

Cities

Los GatosSan RafaelSanta Barbara

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$3,262,740	$3,264,091	$3,331,734
Revenue	$232,366	$170,519	$1,017,289
Expenses	$233,717	$238,162	$250,530
Qualifying Distributions	$180,620	$176,458	$200,213
Net Investment Income	$179,269	$122,729	$972,250
Distributable Amount	$203,388	$186,601	$162,887

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

Grant Size Distribution

40 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Cancer Center of Santa Barbara ($31,200), Santa Barbara Foundation ($31,200), St Vincent's ($31,200).

Recipient	Purpose	Amount
CALIFORNIA PROVINCE OF SOCIETY OF JESUS LOS GATOS, CA	SCHOLARSHIPS	$4,000
CANCER CENTER OF SANTA BARBARA SANTA BARBARA, CA	GENERAL	$31,200
SB COUNCIL ON ALCOHOLISM SANTA BARBARA, CA	GENERAL	$15,600
GUIDE DOGS FOR THE BLIND SAN RAFAEL, CA	GENERAL	$15,600
HILLSIDE HOUSE SANTA BARBARA, CA	GENERAL	$15,600
SANTA BARBARA FOUNDATION SANTA BARBARA, CA	GENERAL	$31,200
ST VINCENT'S SANTA BARBARA, CA	GENERAL	$31,200
THE RIVIERA RIDGE SCHOOL SANTA BARBARA, CA	GENERAL	$15,600

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
IAN M FISHER	TRUSTEE	0.5	$10,191
KRISTEN BLABEY	TRUSTEE	0.5	$10,191
DAVID W VAN HORNE	TRUSTEE	0.5	$10,190

Frequently Asked Questions

How large is Daniel a & Edna J Sattler Beneficial Tr?

As of 2025, Daniel a & Edna J Sattler Beneficial Tr holds $3.3M in total assets with $232K in annual revenue. It awarded 8 grants totaling $160K in 2025.

Where does Daniel a & Edna J Sattler Beneficial Tr operate?

Daniel a & Edna J Sattler Beneficial Tr has awarded grants in California.

What size grants does Daniel a & Edna J Sattler Beneficial Tr award?

In 2025, Daniel a & Edna J Sattler Beneficial Tr awarded 8 grants totaling $160K — an average of about $20K per grant, based on its IRS Form 990 filings.

How much is Daniel a & Edna J Sattler Beneficial Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Daniel a & Edna J Sattler Beneficial Tr reported a distributable amount of $203K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Daniel a & Edna J Sattler Beneficial Tr's EIN?

Daniel a & Edna J Sattler Beneficial Tr's EIN (Employer Identification Number) is 23-7127370. IRS Form 990 filing data is available on this page for 2020–2025.