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Nonprofiteer
← FOUNDATION SANTA ROSA

Form 990 for tax year 2024

Filed by FOUNDATION SANTA ROSA.

Totals

Total revenue
$5,582,732
Total expenses
$2,691,631
Contributions and grants received
$0
Grants paid
$2,274,324
Program service revenue
$0
Investment income
$5,582,732
Other revenue
$0
Total assets, end of year
$46,032,094
Total liabilities, end of year
$6,945,356
Net assets or fund balances, end of year
$39,086,738
Program services expenses (Part IX)
$2,274,324
Management and general expenses
$417,307
Fundraising expenses
$0
Program service expenses (Part III)
$2,274,324

Program services were 84.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $5,625,840 · excluded $5,625,840

  • 7a · Gross sales of assets other than inventory

    securities $6,284,212 · other assets $7,619,154

  • 7b · Less cost or other basis and sales expenses

    securities $5,926,086 · other assets $8,020,388

  • 7c · Gain or loss

    securities $358,126 · other assets -$401,234

  • 7d · Net gain or loss

    total -$43,108 · excluded -$43,108

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $92,247 · program services $92,247

  • 3 · Grants to foreign organizations and individuals

    total $2,182,077 · program services $2,182,077

  • 11b · Fees: legal

    total $34,792 · management and general $34,792

  • 11c · Fees: accounting

    total $7,365 · management and general $7,365

  • 11g · Fees: other

    total $202,463 · management and general $202,463

  • 13 · Office expenses

    total $3,416 · management and general $3,416

  • 20 · Interest

    total $169,271 · management and general $169,271

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,978,033 · end of year $1,233,379

  • 7 · Other notes and loans receivable

    beginning of year $10,923,541 · end of year $19,764,832

  • 11 · Investments: publicly traded securities

    beginning of year $15,424,341 · end of year $16,876,067

  • 15 · Other assets

    beginning of year $8,559,049 · end of year $8,157,816

  • 23 · Secured mortgages and notes payable

    beginning of year $1,566,546 · end of year $6,945,356

  • 27 · Net assets without donor restrictions

    beginning of year $35,318,418 · end of year $39,086,738

Mission and programs · 2024

Mission

TO PROVIDE ASSISTANCE FOR RELIGIOUS, CHARITABLE AND EDUCATIONAL PURPOSES IN THE UNITED STATES AND ABROAD

  • GENERAL SUPPORT OF SCV (SODALITIUM CHRISTIANAE VITAE) CATHOLIC COMMUNITIES IN ARGENTINA, BRAZIL, CHILE, COLUMBIA, COSTA RICA, ITALY, ECUADOR, AND THE UNITED STATES.

    Expenses $2,182,077 · Grants $2,182,077

  • CONTRIBUTIONS TO APOSTOLIC EDUCATIONAL AND CULTURAL WORKS IN THE UNITED STATES.

    Expenses $92,247 · Grants $92,247

As filed on the 2024 return.

Listed in Part VII

  • Jose Antonio Davila Guerrero

    PRESIDENT

    Total calculated
    $0
    Hours/week
    6

  • Alfredo Martn Ferreryros Brandon

    SECRETARY

    Total calculated
    $0
    Hours/week
    6

  • Christopher Lanciotti

    TREASURER

    Total calculated
    $0
    Hours/week
    6

  • Miguel Angel Diaz Solis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    6

  • Pedro Martin Komatsudani Tsuyama

    DIRECTOR

    Total calculated
    $0
    Hours/week
    6

  • Leslie Ruth Whittembury Aguilar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    6

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • PROVIDENTIAL GROUP INC

    C · INVESTMENTS · CO · 100% owned · share of income $47,029 · share of assets $2,120,536 · controlled entity

    Directly controlled by FOUNDATION SANTA ROSA

  • PROVIDENTIAL INVESTMENT INC

    C · INVESTMENTS · CO · 100% owned · share of income $77,783 · share of assets $5,671,915 · controlled entity

    Directly controlled by PROVIDENTIAL GROUP INC

  • INVERSIONES SAN JOSE SAC - PERU

    C · INVESTMENTS · PE · 57.55% owned · share of income $665,703 · share of assets $11,728,311 · controlled entity

    Directly controlled by PROVIDENTIAL GROUP INC

  • CUSTOS INVESTIMENTOS E PARTICIPACOES LTDA - BRAZIL

    C · INVESTMENTS · BR · 100% owned · share of income $2,760 · share of assets $1,901,566 · controlled entity

    Directly controlled by PROVIDENTIAL INVESTMENT INC

  • CUSTOS INVESTMENT C LTDA - ECUADOR

    C · INVESTMENTS · EC · 99.99% owned · share of income $534 · share of assets $2,345,635 · controlled entity

    Directly controlled by PROVIDENTIAL INVESTMENT INC

  • FIDEICOMISO RB LA MORITA - ECUADOR

    T · INVESTMENTS · EC · 69.68% owned · controlled entity

    Directly controlled by CUSTOS INVESTMENT C LTDA ECUADOR

  • SOCIEDAD EN CUENTA DE PARTICIPACION - SCP

    C · INVESTMENTS · BR · 62.69% owned

    Directly controlled by CUSTOS INVESTMENT C LTDA

  • CUSTOS INVESTMENT SAC - PERU

    C · INVESTMENTS · PE · 12.5% owned

    Directly controlled by PROVIDENTIAL INVESTMENT INC

Provenance

Return type
form_990
Tax year
2024
Filed
13 November 2025
IRS schema version
2024v5.2
Source object
202533189349310688

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