2024-05-13T17:30:26-05:00 2023-12-31 950858589 HUTCHINSON & BLOODGOOD LLP 200 EAST CARRILLO STREET SUITE 303 SANTA BARBARA CA 93101 990PF 2023-01-01 262505029 ROY AND IDA EAGLE FOUNDATION ROYA 8057417770 PO BOX 2399 SANTA MARIA CA 93457 SONYA SCHROEDER EXECUTIVE DIRECTOR/TRUSTEE 8057417770 2024-05-08 1 SONYA SCHROEDER 999009999 0 CATHERINE MACAULAY P00178796 8059631837 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 17329649 X X 28020 28020 265190 265190 714462 6553037 714462 1007672 1007672 226460 64326 162134 34580 10374 24206 19549 9774 9775 147689 147689 0 32977 13405 15573 15001 3000 2864 573 2291 694 347 347 12184 7210 4973 491998 256698 219299 644200 644200 1136198 256698 863499 -128526 750974 1029183 620672 620672 8871562 9107404 12322085 4221335 4279786 3934448 534504 83511 465994 450993 450993 785 1451 1451 14588859 14460306 17329649 27 0 27 0 X 14588832 14460306 0 0 0 0 14588832 14460306 14588859 14460306 14588832 -128526 0 14460306 0 14460306 WELLS FARGO P 2022-01-01 2023-12-31 6553037 5838575 714462 714462 714462 10439 0 10439 0 10439 10240 0 0 0 10240 X 0 199 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 0 ROYANDIDAEAGLEFOUNDATION.ORG SONYA SCHROEDER 8057417770 PO BOX 2399 SANTA MARIA CA 93457 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SONYA SCHROEDER PO BOX 2399 SANTA MARIA CA 93457 EXEC DIR/TTEE 30.00 147000 18550 0 MARK SCHROEDER PO BOX 2399 SANTA MARIA CA 93457 ASST DIR/TTEE 25.00 61400 16030 0 MEGAN MELERO PO BOX 2399 SANTA MARIA CA 93457 ADMIN/TRUSTEE 10.00 18060 0 0 NONE 0 WELLS FARGO ADVISORS 3660 STATE STREET SANTA BARBARA CA 93105 INVESTMENT ADVISORY SERVICES 147689 0 0 15001000 1144806 148420 16294226 0 0 16294226 244413 16049813 802491 802491 10439 10439 792052 0 792052 0 792052 863499 0 863499 792052 283986 0 0 863499 283986 0 0 579513 0 0 0 0 0 0 0 0 212539 0 0 0 SONYA SCHROEDER PO BOX 2399 SANTA MARIA CA 93457 8057417770 COMPLETE APPLICATION, AVAILABLE ON WEBSITE, AND ALL REQUIRED ATTACHMENTS LETTER OF INQUIRY DUE APRIL 30TH, UPON APPROVAL FINAL SUBMISSION DUE JULY 31ST THE PURPOSE AND ACTIVITIES OF THE FOUNDATION ARE TO SEEK OUT AND PROVIDE FUNDING TO CHARITABLE AND GOVERNMENTAL ORGANIZATIONS THAT PROVIDE SERVICES TO ENCOURAGE AND STRENGTHEN THE FAMILY UNIT AS WELL AS PROVIDE CARE AND PROTECTION FOR DOMESTIC ANIMALS AND INDIGENOUS WILDLIFE. THE TYPES OF ORGANIZATIONS THAT MEET THE PURPOSE OF THE FOUNDATION INCLUDE BUT ARE NOT LIMITED TO THOSE THAT PROVIDE EDUCATIONAL OPPORTUNITIES, MEET EMERGENCY NEEDS, PROMOTE CHARACTER DEVELOPMENT AND SELF RELIANCE, PROVIDE MEDICAL ASSISTANCE TO THOSE WITHOUT SUFFICIENT RESOURCES; AND ORGANIZATIONS THAT PROVIDE FOR THE PROTECTION OF ANIMALS IN THEIR COMMUNITY. CONSIDERATION IS GIVEN TO ORGANIZATIONS PRIMARILY IN SANTA BARBARA COUNTY WITH AN EMPHASIS TO ORGANIZATIONS IN THE NORTH SANTA BARBARA COUNTY REGION WITH THE FOLLOWING CHARITABLE PURPOSES: EDUCATIONAL OPPORTUNITIES, SUPPORT TO ABUSED WOMEN AND CHILDREN/VIOLENCE PREVENTION, HEALTH CARE SERVICES, CRITICAL NEEDS, YOUTH SPORTS AND ANIMAL PROTECTION AND WELFARE. ANGELS FOSTER CARE OF SANTA BARBARA 3905 STATE STREET SANTA BARBARA CA 93105 NONE PC YOUTH SUPPORT SERVICES 15000 BOY'S & GIRLS CLUB CENTRAL COAST 901 NORTH RAILROAD AVE SANTA MARIA CA 93458 NONE PC YOUTH SUPPORT SERVICES 20000 CARE 4 PAWS PO BOX 60524 SANTA BARBARA CA 93160 NONE PC ANIMAL WELFARE 25000 CARRILLO COUNSELING SERVICESNEW BEGINNINGS 324 E CARRILLO STREET C SANTA BARBARA CA 93101 NONE PC COMMUNITY SUPPORT SERVICES 15000 CASA 118 E FIGUEROA STREET SANTA BARBARA CA 93101 NONE PC YOUTH SUPPORT SERVICES 40000 CUYAMA VALLEY FAMILY RESOURCE CENTER 4689 HIGHWAY 166 UNIT B NEW CUYAMA CA 93254 NONE PC FAMILY SUPPORT SERVICES 15000 DOMESTIC VIOLENCE SOLUTIONS PO BOX 1530 SANTA BARBARA CA 93102 NONE PC FAMILY SUPPORT SERVICES 30000 DOS PUEBLOS ENGINEERING ACADEMY FOUNDATION 7266 ALAMEDA AVENUE GOLETA CA 93117 NONE PC EDUCATION 40000 FAMILY SERVICE AGENCY 123 W GUTIERREZ STREET SANTA BARBARA CA 93101 NONE PC FAMILY SUPPORT SERVICES 25000 FEED THE VALLEY 406 BELL STREET LOS ALAMOS CA 93440 NONE PC FAMILY SUPPORT SERVICES 10000 FOODBANK OF SANTA BARBARA COUNTY 4554 HOLLISTER AVENUE SANTA BARBARA CA 93110 NONE PC FAMILY SUPPORT SERVICES 40000 FOR THE DOGS 206 BARTLETT ST TEHACHAPI CA 93561 NONE PC ANIMAL WELFARE 7000 FUTURE LEADERS OF AMERICA PO BOX 51637 OXNARD CA 93003 NONE PC YOUTH SUPPORT SERVICES 10000 HAPPY ENDINGS ANIMAL CARE 1326 DOVE MEADOW ROAD SOLVANG CA 93463 NONE PC ANIMAL WELFARE 10000 HEARTS ALIGNED INC PO BOX 901 GOLETA CA 93116 NONE PC FAMILY SUPPORT SERVICES 15000 LOMPOC FAMILY YMCA 201 W COLLEGE AVE LOMPOC CA 93436 NONE PC YOUTH SUPPORT SERVICES 10000 LOS PADRES COUNCIL BOY SCOUTS OF AMERICA 4000 MODOC RD SANTA BARBARA CA 93110 NONE PC YOUTH SUPPORT SERVICES 10000 MAKE A WISH FOUNDATION 4001 MISSION OAKS BLVD SUITE F CAMARILLO CA 93012 NONE PC YOUTH SUPPORT SERVICES 25000 MARLEY'S MUTTS DOG RESCUE 29401 SKYLINE DRIVE TECHACHAPI CA 93561 NONE PC ANIMAL WELFARE 5000 MCCALL MUSIC SOCIETY INC PO BOX 558 MCCALL ID 83638 NONE PC MUSIC & ARTS 10000 MOMENTUM WORK 5320 CARPINTERIA AVE SUITE G CARPINTERIA CA 93013 NONE PC COMMUNITY SUPPORT SERVICES 10000 NATURE TRACK FOUNDATION PO BOX 953 LOS OLIVOS CA 93441 NONE PC EDUCATION 5000 NEW HOUSE SANTA BARBARA 227 W HALEY STREET SANTA BARBARA CA 93101 NONE PC RECOVERY SUPPORT SERVICES 5000 NORTH COUNTY RAPE CRISIS & CHILD PROTECTION CENTER PO BOX 148 LOMPOC CA 93438 NONE PC COMMUNITY SUPPORT SERVICES 40000 ORGANIC SOUP KITCHEN 126 E HALEY ST STE A4 SANTA BARBARA CA 93101 NONE PC COMMUNITY SUPPORT SERVICES 10000 PARTNERS IN HOUSING SOLUTIONS 425 E COTA ST SANTA BARBARA CA 93101 NONE PC COMMUNITY SUPPORT SERVICES 25000 PAYETTE LAKES PROGRESSIVE CLUB PO BOX 1446 MCCALL ID 83638 NONE PC COMMUNITY SUPPORT SERVICES 5000 PLAY FOR PINK 60 E 56TH STREET 8TH FLOOR NEW YORK NY 10022 NONE PC HEALTH SERVICES 1000 ROOSEVELT ELEMENTARY EDUCATIONAL FOUNDATION 1990 LAGUNA STREET SANTA BARBARA CA 93101 NONE PC EDUCATION 5000 SANTA BARBARA FESTIVAL BALLET 1019 CHAPALA STREET SANTA BARBARA CA 93101 NONE PC MUSIC & ARTS 5000 SANTA BARBARA WILDLIFE CARE NETWORK 1460 NORTH FAIRVIEW AVENUE GOLETA CA 93160 NONE PC ANIMAL WELFARE 20000 SANTA MARIA DISCOVERY MUSEUM 702 S MCCLELLAND STREET SANTA MARIA CA 93454 NONE PC EDUCATION 20000 SANTA MARIA PHILHARMONIC SOCIETY PO BOX 375 SANTA MARIA CA 93454 NONE PC MUSIC & ARTS 25000 SANTA YNEZ SENIOR CITIZENS FOUNDATION 164 WEST HWY 246 BUELLTON CA 93427 NONE PC FAMILY SUPPORT SERVICES 8000 TEDDY BEAR CANCER FOUNDATION 2320 BATH STREET SANTA BARBARA CA 93105 NONE PC YOUTH SUPPORT SERVICES 40000 TEHACHAPI CANCER FOUNDATION 276 S MILL ST C TECHACHAPI CA 93561 NONE PC HEALTH SUPPORT SERVICES 3000 TEHACHAPI MOUNTAIN RODEO ASSOCIATION PO BOX 63 TECHACHAPI CA 93581 NONE PC YOUTH SPORTS 5200 TRANSITIONS-MENTAL HEALTH ASSOCIATION 784 HIGH STREET SAN LUIS OBISPO CA 93401 NONE PC COMMUNITY SUPPORT SERVICES 10000 UNITED BOY'S & GIRLS CLUB OF SANTA BARBARA PO BOX 1485 SANTA BARBARA CA 93102 NONE PC YOUTH SUPPORT SERVICES 25000 644200 0 14 28020 14 265190 18 714462 0 1007672 0 1007672 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 19549 9774 9775 COMPUTER EQUIPMENT 2012-07-01 1983 1983 SL 5.000000000000 0 0 BUILDING 2018-08-28 514702 55761 SL 40.000000000000 12868 0 FIXTURES AND FURNITURES 2018-09-05 3500 3033 SL 5.000000000000 467 0 FIXTURES AND FURNITURES 2018-11-12 4050 3375 SL 5.000000000000 675 0 FIXTURES AND FURNITURES 2018-11-14 3069 2558 SL 5.000000000000 511 0 LANDSCAPE INSTALLATION 2019-04-04 7200 1800 SL 15.000000000000 480 0 FORM 990PF PART VI-B; 1B THE FOUNDATION UTILITIZES THE SERVICES OF SONYA SCHROEDER, MARCH SCHROEDER AND MEGAN MELERO FOR ADMINISTRATIVE AND FIDUCIARY DUTIES; MR. SCHROEDER IS THE EXECUTIVE DIRECTOR AND TRUSTEE OF THE FOUNDATION; MR. SCHROEDER IS THE ASSISTANT EXECUTIVE DIRECTOR AND TRUSTEE OF THE FOUNDATION; MS. MELERO IS ADMINISTRATION AND TRUSTEE OF THE FOUNDATION. FOR THESE SERVICES THE FOUNDATION PAYS UTUAL AND CUSTOMARY FEES AS DETERMINED BY AN INDEPENDENT COMPENSATION COMMITTEE. WELLS FARGO #XX88 2197899 1951451 WELLS FARGO #XX73 2081887 1982997 WELLS FARGO #XX34 653568 1091028 WELLS FARGO #XX32 841432 1108608 WELLS FARGO #XX56 1131648 1716179 WELLS FARGO #XX62 1215073 1571860 WELLS FARGO #XX68 1193317 1753477 WELLS FARGO #XX77 1022285 1104210 WELLS FARGO #XX81 1102307 1588628 WELLS FARGO #XX82 947500 1062350 WELLS FARGO #XX50 750322 1075818 WELLS FARGO #XX19 249952 249927 COMPUTER EQUIPMENT 1983 1983 0 BUILDING 514702 68629 446073 FIXTURES AND FURNITURES 3500 3500 0 FIXTURES AND FURNITURES 4050 4050 0 FIXTURES AND FURNITURES 3069 3069 0 LANDSCAPE INSTALLATION 7200 2280 4920 PAYROLL TAX REIMBURSEMENT 785 785 785 RECEIVABLE FROM IRS 666 666 OFFICE EXPENSE 6593 3297 3295 PROPERTY INSURANCE 2097 419 1678 INVESTMENT EXPENSES 3494 3494 0 PAYROLL LIABILITY 27 0 WELLS FARGO INVESTMENT MGMT FEES 147689 147689 0 FOREIGN TAXES WITHHELD 8212 8212 0 FILING FEE 100 0 100 PAYROLL TAXES 12611 3582 9029 PROPERTY TAXES 8054 1611 6444 FEDERAL EXCISE TAX 4000 0 0