June G Outhwaite Irrv Charitable Tr 010298

Pucher John S Ttee

Santa Barbara, CA
Tax-exempt since April 1998
EIN: 77-6154307

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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 / Unknown (T00Z) (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.34M (2024)

Expenses

$1.15M (2024)

Total Assets

$15.1M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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 Dec.
2024

Revenue

$1,340,021

Expenses

$1,148,138

Net Income

$191,883

Net Assets

$15,116,517

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$37,551	2.8%
Dividends	$521,536	38.9%
Sales of Assets	$782,317	58.4%
Other Income	-$1,383

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$900,572	78.4%
Compensation of Officers*	$286,578	25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,116,517
Total Liabilities	$0
Net Assets	$15,116,517

Compensation

Key Employees and Officers	Compensation	Other
Kent L Englert (Trustee)	$95,526	$0
John S Poucher (Trustee)	$95,526	$0
C Michael Cooney (Trustee)	$95,526	$0

990-PF

Filed on Nov. 14, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$869,552

Expenses

$1,151,478

Net Income

-$281,926

Net Assets

$14,924,634

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$29,072	3.3%
Dividends	$501,265	57.6%
Sales of Assets	$335,508	38.6%
Other Income	$3,707	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$922,220	80.1%
Compensation of Officers*	$267,630	23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,924,634
Total Liabilities	$0
Net Assets	$14,924,634

Compensation

Key Employees and Officers	Compensation	Other
Kent L Englert (Trustee)	$89,210	$0
John S Poucher (Trustee)	$89,210	$0
C Michael Cooney (Trustee)	$89,210	$0

990-PF

Filed on Nov. 15, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$774,505

Expenses

$1,262,223

Net Income

-$487,718

Net Assets

$15,206,560

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21,016	2.7%
Dividends	$455,310	58.8%
Sales of Assets	$301,323	38.9%
Other Income	-$3,144

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,001,783	79.4%
Compensation of Officers*	$294,186	23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,206,560
Total Liabilities	$0
Net Assets	$15,206,560

Compensation

Key Employees and Officers	Compensation	Other
Kent L Englert (Trustee)	$98,062	$0
John S Poucher (Trustee)	$98,062	$0
C Michael Cooney (Trustee)	$98,062	$0

990-PF

Filed on Oct. 4, 2023

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

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Schedules ▼

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Fiscal Year Ending Dec.
2021

Revenue

$1,469,243

Expenses

$1,293,338

Net Income

$175,905

Net Assets

$15,694,278

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,452	0.5%
Dividends	$482,355	32.8%
Sales of Assets	$999,030	68.0%
Other Income	-$19,594

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,023,541	79.1%
Compensation of Officers*	$326,097	25.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,694,278
Total Liabilities	$0
Net Assets	$15,694,278

Compensation

Key Employees and Officers	Compensation	Other
Kent L Englert (Trustee)	$108,699	$0
John S Poucher (Trustee)	$108,699	$0
C Michael Cooney (Trustee)	$108,699	$0

990-PF

Filed on Nov. 9, 2022

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

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Schedules ▼

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Fiscal Year Ending Dec.
2020

Revenue

$700,878

Expenses

$1,174,557

Net Income

-$473,679

Net Assets

$15,501,845

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$473	0.1%
Dividends	$442,138	63.1%
Sales of Assets	$249,060	35.5%
Other Income	$9,207	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$869,523	74.0%
Compensation of Officers*	$276,339	23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,501,846
Total Liabilities	$1
Net Assets	$15,501,845

Compensation

Key Employees and Officers	Compensation	Other
Kent L Englert (Trustee)	$92,113	$0
John S Poucher (Trustee)	$92,113	$0
C Michael Cooney (Trustee)	$92,113	$0

990-PF

Filed on June 28, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$1,478,352

Expenses

$1,171,570

Net Income

$306,782

Net Assets

$16,084,721

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,511	0.5%
Dividends	$553,745	37.5%
Sales of Assets	$872,199	59.0%
Other Income	$44,897	3.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$883,100	75.4%
Compensation of Officers*	$283,272	24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,085,260
Total Liabilities	$539
Net Assets	$16,084,721

Compensation

Key Employees and Officers	Compensation	Other
Kent L Englert (Trustee)	$94,424	$0
John S Poucher (Trustee)	$94,424	$0
C Michael Cooney (Trustee)	$94,424	$0

990-PF

Filed on Nov. 16, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$1,187,009

Expenses

$1,588,493

Net Income

-$401,484

Net Assets

$15,777,938

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,742	0.5%
Dividends	$631,499	53.2%
Sales of Assets	$480,279	40.5%
Other Income	$69,489	5.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,201,218	75.6%
Compensation of Officers*	$301,044	19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,777,938
Total Liabilities	$0
Net Assets	$15,777,938

Compensation

Key Employees and Officers	Compensation	Other
Kent L Englert (Trustee)	$100,348	$0
John S Poucher (Trustee)	$100,348	$0
C Michael Cooney (Trustee)	$100,348	$0

990-PF

Filed on Nov. 15, 2019

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

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Schedules ▼

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Fiscal Year Ending Dec.
2017

Revenue

$895,671

Expenses

$1,518,387

Net Income

-$622,716

Net Assets

$16,179,422

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,000	0.6%
Interest Revenue	$7,175	0.8%
Dividends	$422,100	47.1%
Sales of Assets	$352,496	39.4%
Other Income	$108,900	12.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,273,480	83.9%
Compensation of Officers*	$293,439	19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,179,422
Total Liabilities	$0
Net Assets	$16,179,422

Compensation

Key Employees and Officers	Compensation	Other
Kent L Englert (Trustee)	$97,813	$0
John S Poucher (Trustee)	$97,813	$0
C Michael Cooney (Trustee)	$97,813	$0

990-PF

Filed on July 26, 2018

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

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Schedules ▼

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Fiscal Year Ending Dec.
2016

Revenue

$508,997

Expenses

$1,149,194

Net Income

-$640,197

Net Assets

$16,802,138

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16,380	3.2%
Dividends	$392,133	77.0%
Sales of Assets	$39,986	7.9%
Other Income	$60,498	11.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$775,479	67.5%
Compensation of Officers*	$278,172	24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,802,138
Total Liabilities	$0
Net Assets	$16,802,138

Compensation

Key Employees and Officers	Compensation	Other
John S Poucher (Trustee)	$92,724	$0
C Michael Cooney (Trustee)	$92,724	$0
Kent L Englert (Trustee)	$11	$0

990-PF

Filed on Nov. 13, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$2,373,857

Expenses

$1,519,283

Net Income

$854,574

Net Assets

$17,442,335

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20,245	0.9%
Dividends	$307,844	13.0%
Sales of Assets	$2,020,286	85.1%
Other Income	$25,482	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,130,467	74.4%
Compensation of Officers*	$295,134	19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,442,335
Total Liabilities	$0
Net Assets	$17,442,335

Compensation

Key Employees and Officers	Compensation	Other
Kent L Englert (Trustee)	$98,378	$0
John S Poucher (Trustee)	$98,378	$0
C Michael Cooney (Trustee)	$98,378	$0

990-PF

Filed on Nov. 1, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$2,431,773

Expenses

$1,385,613

Net Income

$1,046,160

Net Assets

$16,587,758

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21,515	0.9%
Dividends	$437,014	18.0%
Sales of Assets	$1,972,665	81.1%
Other Income	$579	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,002,648	72.4%
Compensation of Officers*	$317,178	22.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,587,758
Total Liabilities	$0
Net Assets	$16,587,758

Compensation

Key Employees and Officers	Compensation	Other
Kent L Englert (Trustee)	$105,726	$0
John S Poucher (Trustee)	$105,726	$0
C Michael Cooney (Trustee)	$105,726	$0

990-PF

Filed on May 14, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$530,033

Expenses

$1,333,963

Net Income

-$803,930

Net Assets

$15,541,598

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$28,391	5.4%
Dividends	$376,098	71.0%
Sales of Assets	$123,633	23.3%
Other Income	$1,911	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$962,150	72.1%
Compensation of Officers*	$300,096	22.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,541,598
Total Liabilities	$0
Net Assets	$15,541,598

Compensation

Key Employees and Officers	Compensation	Other
Kent L Englert (Trustee)	$100,032	$0
John S Poucher (Trustee)	$100,032	$0
C Michael Cooney (Trustee)	$100,032	$0

990-PF

Filed on May 15, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$892,262

Expenses

$1,407,280

Net Income

-$515,018

Net Assets

$16,345,528

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$29,936	3.4%
Dividends	$425,074	47.6%
Sales of Assets	$437,215	49.0%
Other Income	$37	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,015,247	72.1%
Compensation of Officers*	$293,328	20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,345,528
Total Liabilities	$0
Net Assets	$16,345,528

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$1,278,529

Expenses

$1,279,090

Net Income

-$561

Net Assets

$16,860,546

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$31,868	2.5%
Dividends	$665,439	52.0%
Sales of Assets	$581,222	45.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$905,869	70.8%
Compensation of Officers*	$303,423	23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,860,600
Total Liabilities	$54
Net Assets	$16,860,546

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

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Updated January 26, 2026

June G Outhwaite Irrv Charitable Tr 010298

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.34M (2024)

Expenses $1.15M (2024)

Total Assets $15.1M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$1.34M (2024)

Expenses

$1.15M (2024)

Total Assets

$15.1M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

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2021

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2020

Fiscal Year Ending Dec.
2019

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2018

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2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

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2010

Fiscal Year Ending Dec.
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