Harriet H Samuelsson Foundation

Ventura, CA
Tax-exempt since March 2005
EIN: 20-1687782

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.13M (2025)

Expenses

$1.57M (2025)

Total Assets

$28.5M (2025)

Total Liabilities

$50.7k (2025)

Years with missing data

Source: Form 990 tax filings from 2011 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2025

Revenue

$1,133,011

Expenses

$1,572,764

Net Income

-$439,753

Net Assets

$28,485,041

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$719,519	63.5%
Sales of Assets	$413,382	36.5%
Other Income	$110	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,468,682	93.4%
Compensation of Officers*	$33,986	2.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$28,535,721
Total Liabilities	$50,680
Net Assets	$28,485,041

Compensation

Key Employees and Officers	Compensation	Other
Rick B Smith (Co Trustee)	$12,041	$0
Marc L Charney (Co Trustee)	$11,811	$0
Irene Yabu (Co Trustee)	$10,134	$0

990-PF

Filed on Feb. 17, 2026

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2024

Revenue

$5,034,073

Expenses

$1,487,586

Net Income

$3,546,487

Net Assets

$28,924,776

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$762,984	15.2%
Sales of Assets	$4,271,089	84.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,337,028	89.9%
Compensation of Officers*	$32,217	2.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$28,968,578
Total Liabilities	$43,802
Net Assets	$28,924,776

Compensation

Key Employees and Officers	Compensation	Other
Marc L Charney (Co Trustee)	$12,564	$0
Irene Yabu (Co Trustee)	$10,621	$0
Rick B Smith (Co Trustee)	$9,032	$0

990-PF

Filed on Feb. 15, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2023

Revenue

$1,956,492

Expenses

$1,617,241

Net Income

$339,251

Net Assets

$25,378,289

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$851,830	43.5%
Sales of Assets	$1,104,662	56.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,474,620	91.2%
Compensation of Officers*	$37,178	2.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$25,420,436
Total Liabilities	$42,147
Net Assets	$25,378,289

Compensation

Key Employees and Officers	Compensation	Other
Irene Yabu (Co Trustee)	$12,887	$0
Marc L Charney (Co Trustee)	$12,435	$0
Rick B Smith (Co Trustee)	$11,857	$0

990-PF

Filed on March 1, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2022

Revenue

$1,396,739

Expenses

$1,703,028

Net Income

-$306,289

Net Assets

$25,039,038

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$713,604	51.1%
Sales of Assets	$680,287	48.7%
Other Income	$2,848	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,562,997	91.8%
Compensation of Officers*	$33,296	2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$25,069,913
Total Liabilities	$30,875
Net Assets	$25,039,038

Compensation

Key Employees and Officers	Compensation	Other
Marc L Charney (Co Trustee)	$13,328	$0
Rick B Smith (Co Trustee)	$10,102	$0
Irene Yabu (Co Trustee)	$9,867	$0

990-PF

Filed on Feb. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2021

Revenue

$1,779,483

Expenses

$1,496,281

Net Income

$283,202

Net Assets

$25,345,327

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$626,183	35.2%
Sales of Assets	$1,150,827	64.7%
Other Income	$2,473	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,330,445	88.9%
Compensation of Officers*	$36,686	2.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$25,390,090
Total Liabilities	$44,763
Net Assets	$25,345,327

Compensation

Key Employees and Officers	Compensation	Other
Marc L Charney (Co Trustee)	$14,889	$0
Rick B Smith (Co Trustee)	$12,071	$0
Irene Yabu (Co Trustee)	$9,676	$0

990-PF

Filed on Feb. 1, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2020

Revenue

$2,111,880

Expenses

$1,509,396

Net Income

$602,484

Net Assets

$25,062,125

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$655,212	31.0%
Sales of Assets	$1,456,668	69.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,367,340	90.6%
Compensation of Officers*	$39,865	2.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$25,098,772
Total Liabilities	$36,647
Net Assets	$25,062,125

Compensation

Key Employees and Officers	Compensation	Other
Rick B Smith (Co Trustee)	$14,570	$0
Irene Yabu (Co Trustee)	$12,658	$0
Marc L Charney (Co Trustee)	$12,638	$0

990-PF

Filed on April 17, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2019

Revenue

$1,252,920

Expenses

$1,512,438

Net Income

-$259,518

Net Assets

$24,459,641

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$719,478	57.4%
Sales of Assets	$533,442	42.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,345,593	89.0%
Compensation of Officers*	$37,688	2.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$24,507,087
Total Liabilities	$47,446
Net Assets	$24,459,641

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Sept.
2015

Revenue

$2,187,735

Expenses

$1,648,419

Net Income

$539,316

Net Assets

$23,298,006

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$632,355	28.9%
Sales of Assets	$1,555,380	71.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,404,700	85.2%
Compensation of Officers*	$34,237	2.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$23,373,703
Total Liabilities	$75,697
Net Assets	$23,298,006

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2014

Revenue

$2,186,549

Expenses

$1,468,526

Net Income

$718,023

Net Assets

$22,758,673

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$537,024	24.6%
Sales of Assets	$1,649,525	75.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,211,624	82.5%
Compensation of Officers*	$45,746	3.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$22,796,181
Total Liabilities	$37,508
Net Assets	$22,758,673

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2013

Revenue

$2,241,804

Expenses

$1,434,382

Net Income

$807,422

Net Assets

$22,037,950

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$618,060	27.6%
Sales of Assets	$1,623,744	72.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,207,309	84.2%
Compensation of Officers*	$43,687	3.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$22,068,438
Total Liabilities	$30,488
Net Assets	$22,037,950

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2012

Revenue

$1,392,756

Expenses

$1,444,008

Net Income

-$51,252

Net Assets

$21,230,528

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$608,717	43.7%
Sales of Assets	$784,039	56.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,230,943	85.2%
Compensation of Officers*	$51,463	3.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$21,261,829
Total Liabilities	$31,301
Net Assets	$21,230,528

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2011

Revenue

$2,212,149

Expenses

$1,384,333

Net Income

$827,816

Net Assets

$21,281,780

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$552,879	25.0%
Sales of Assets	$1,659,270	75.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,143,778	82.6%
Compensation of Officers*	$46,876	3.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$21,331,993
Total Liabilities	$50,213
Net Assets	$21,281,780

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Updated March 23, 2026

Harriet H Samuelsson Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.13M (2025)

Expenses $1.57M (2025)

Total Assets $28.5M (2025)

Total Liabilities $50.7k (2025)

Tax Filings by Year

Fiscal Year Ending Sept. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Sept. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Sept. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$1.13M (2025)

Expenses

$1.57M (2025)

Total Assets

$28.5M (2025)

Total Liabilities

$50.7k (2025)

Fiscal Year Ending Sept.
2025

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004