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.
Daniel a & Edna J Sattler Beneficial Tr at a glance
In short: Daniel a & Edna J Sattler Beneficial Tr gave $160K across 8 grants in 2025 (avg $20K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $160,000
- +1.3% vs 2024
- Grants made (2025)
- 8
- +0.0% vs 2024
- Average grant
- $20,000
- +1.3% vs 2024
- Median grant
- $15,600
- Total assets
- $3,262,740
- -0.0% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Daniel a & Edna J Sattler Beneficial Tr funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Cancer Center of Santa Barbara ($31K). Together the top 8 received $160K.
Grant Size Distribution
40 grants across all recorded years
The most common grant size was under $50K: 40 grants of 40 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
States
Cities
How Daniel a & Edna J Sattler Beneficial Tr gives
- Giving held roughly steady from 2022 to 2025 (+1%). Method
- In 2025 it paid out 89% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $119K (2020) to $184K (2023). In 2025 it made 8 grants totaling $160K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cancer Center of Santa Barbara Santa Barbara, CA | General | $31,200 |
| Santa Barbara Foundation Santa Barbara, CA | General | $31,200 |
| St Vincent's 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 |
| The Riviera Ridge School Santa Barbara, CA | General | $15,600 |
| California Province of Society of Jesus Los Gatos, CA | Scholarships | $4,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,262,740 | $232,366 | $233,717 | $160,000 | 8 | $180,620 | $179,269 | $203,388 |
| 2024 | $3,264,091 | $170,519 | $238,162 | $158,000 | 8 | $176,458 | $122,729 | $186,601 |
| 2023 | $3,331,734 | $1,017,289 | $250,530 | $184,000 | 8 | $200,213 | $972,250 | $162,887 |
| 2022 | $2,564,975 | $285,878 | $234,565 | $158,000 | 8 | $179,517 | $230,830 | $198,048 |
| 2021 | $2,513,662 | $139,573 | $229,001 | $158,000 | 8 | — | $91,287 | $196,782 |
| 2020 | $2,603,090 | $165,995 | $175,459 | $119,000 | 8 | — | $124,539 | $167,735 |
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.
Leadership & Key People
Officers and directors from IRS filings
Daniel a & Edna J Sattler Beneficial Tr's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
David W. Van Horne
Trustee
On filings since 2020
0.5 hrs/week
$7K (2020) → $10K (2025)
Ian M. Fisher
Trustee
On filings since 2020
0.5 hrs/week
$7K (2020) → $10K (2025)
Kristen Blabey
Trustee
On filings since 2023
0.5 hrs/week
$5K (2023) → $10K (2025)
Former officers (2)
- Former: Rossi Family Trust (2023) — Trustee
- Former: Douglas D. Rossi (2020–2022) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $10K, to Ian M Fisher (Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Daniel a & Edna J Sattler Beneficial Tr
How much does Daniel a & Edna J Sattler Beneficial Tr give each year?
Daniel a & Edna J Sattler Beneficial Tr gave $160K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $158K across 8 grants.
What is Daniel a & Edna J Sattler Beneficial Tr's typical grant size?
Daniel a & Edna J Sattler Beneficial Tr's median grant in 2025 was $15,600, and its average grant was $20,000, across 8 grants on its 2025 IRS Form 990-PF.
Where does Daniel a & Edna J Sattler Beneficial Tr give grants?
Daniel a & Edna J Sattler Beneficial Tr gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Santa Barbara, CA (6 grants).
Does Daniel a & Edna J Sattler Beneficial Tr give general operating support?
Yes: 88% of Daniel a & Edna J Sattler Beneficial Tr's 2025 grants with a stated purpose (7 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Daniel a & Edna J Sattler Beneficial Tr's largest grantees?
Daniel a & Edna J Sattler Beneficial Tr's largest 2025 grantees include Cancer Center of Santa Barbara ($31,200), Santa Barbara Foundation ($31,200) and St Vincent's ($31,200), according to its 2025 IRS Form 990-PF. Together they received 59% of its itemized 2025 grant dollars.
How large is Daniel a & Edna J Sattler Beneficial Tr?
Daniel a & Edna J Sattler Beneficial Tr reported $3.3M in total assets on its 2025 IRS Form 990-PF. It paid out $181K in qualifying distributions that year, against a required minimum of $203K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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