Daniel a & Edna J Sattler Beneficial Tr
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
8
+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
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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.
Explore Open Grants
Browse active grant opportunities in Daniel a & Edna J Sattler Beneficial Tr's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.