2024-11-14T16:20:14-06:00 2023-12-31 HOLTHOUSE CARLIN & VAN TRIGT LLP 3011 TOWNSGATE ROAD SUITE 400 WESTLAKE VILLAGE CA 91361 990PF 2023-01-01 465575133 SAM SIMON CHARITABLE GIVING FOUNDATION INC % HOLTHOUSE CARLIN & VAN TRIG SAMS 8053748555 3011 TOWNSGATE ROAD SUITE 400 WESTLAKE VILLAGE CA 91361 JULIE MILLER PRESIDENT 4242087700 2024-11-15 true true ROBIN M PAULE P00358939 8053748555 2023 2024-10-15 13:58:12Z X 275982407 X 0 X 1366106 1338300 21335599 21335599 -206802 37715832 0 4073 68220 22498976 22742119 301275 12051 289224 695 0 0 695 154167 77083 0 77084 692097 482097 210000 292738 1352 16386 64814 75011 1505786 572583 0 668400 10217000 10217000 11722786 572583 0 10885400 10776190 22169536 447231 11753008 11753008 11111461 11208011 11208011 223 0 0 206124650 189417992 189417992 41086337 46804222 46804222 86634 84936 86634 86634 14110374 16699689 16699689 28000 28000 0 50275 12851 12851 273015487 275982407 275982407 19303 8883 1767 23207 21070 32090 X 272994417 275950317 272994417 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HOLTHOUSE CARLIN VAN TRIGT LL 3011 TOWNSGATE ROAD SUITE 400 WESTLAKE VILLAGE CA 91361 SECRETARY/DIRECTOR 1.5 0 0 0 STEPHANIE WILKINSON C/O HOLTHOUSE CARLIN VAN TRIGT LL 3011 TOWNSGATE ROAD SUITE 400 WESTLAKE VILLAGE CA 91361 TREASURER/DIRECTOR 1.0 0 0 0 STEPHEN DAVIS C/O HOLTHOUSE CARLIN VAN TRIGT LL 3011 TOWNSGATE ROAD SUITE 400 Westlake Village CA 91361 DIRECTOR 1.0 0 0 0 GOLDMAN SACHS & CO LLC 2121 AVENUE OF THE STARS SUITE 260 LOS ANGELES CA 90067 INVESTMENT SERVICES 467324 JMC PHILANTHROPIC ADVISORS INC 2444 WILSHIRE BLVD SUITE 622 SANTA MONICA CA 90403 CONSULTING 180000 HOLTHOUSE CARLIN & VAN TRIGT LLP 11444 W OLYMPIC BLVD 11TH FLOOR LOS ANGELES CA 90064 ACCOUNTING& TAX PREP 117367 143889473 15603397 102423818 261916688 0 261916688 3928750 257987938 12899397 12899397 308157 308157 12591240 12591240 12591240 10885400 0 0 0 0 10885400 12591240 8587370 2021 2020 2019 0 0 10885400 8587370 2298030 0 0 0 0 10293210 0 0 NA NA X AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 W 6th street 1100 new york NY 10018 N/A PC TO SUPPORT RELIEF EFFORTS IN ISRAEL. 25000 PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS 501 FRONT STREET NORFOLK VA 23510 N/A PC TO SUPPORT THE SAM SIMON ANIMAL RESCUE FUND, CRUELTY INVESTIGATIONS AND INTERVENTIONS, AND ORGANIZATIONAL CAPACITY BUILDING. 1400000 THE SAM SIMON FEEDING FAMILIES FOUNDATION 3011 TOWNSGATE ROAD SUITE 400 WESTLAKE VILLAGE CA 91361 N/A POF TO SUPPORT THE ONGOING CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL ACTIVITIES OF THE GRANTEE. 1000000 LAST CHANCE FOR ANIMALS 8033 SUNSET BOULEVARD SUITE 835 LOS ANGELES CA 90046 N/A PC TO SUPPORT THE INVESTIGATIONS UNIT. 200000 ANIMAL SERVICES FOUNDATION OF VENTURA COUNTY 600 aviation drive camarillo CA 93010 N/A PC TO SUPPORT providing aid to eligible individuals and animal rescue organizations. 10000 CAL STATE FULLERTON PHILANTHROPIC Foundation 2600 nutwood avenue 850 fullerton CA 92831 N/A PC TO SUPPORT BASIC NEEDS SCHOLARSHIPS FOR PROJECT REBOUND PARTICIPANTS. 90000 CHILDREN'S HOSPITAL OF LOS ANGELES 4650 sunset boulevard LOS ANGELES CA 90027 N/A PC To support promotion and advancement of children's health. 5000 INTERFACE CHILDREN FAMILY SERVICES 4001 MISSION OAKS BLVD SUITE I CAMARILLO CA 93012 N/A PC To support MENTAL HEALTH AND TRAUMA TREATMENT PROGRAM. 15000 COALITION FOR RESPONSIBLE community development 3101 s grand ave LOS ANGELES CA 90007 N/A PC TO SUPPORT THE LAUNCHING SUCCESSFUL YOUTH WORKFORCE THROUGH STABLE HOUSING SUPPORT. 250000 Karsh Family Social Service Center Inc 3750 West 6th Street Los Angeles CA 90020 N/A PC TO SUPPORT VOLUNTEER ENGAGEMENT STAFF AT THE KARSH CENTER WEST. 150000 SAVE THE CHILDREN FEDERATION INC 501 KINGS HIGHWAY EAST SUITE 400 FAIRFIELD CT 06825 N/A PC TO SUPPORT EARTHQUAKE RELIEF IN THE IMPACTED COUNTRIES OF TURKIYE & SYRIA. 250000 FOOD FORWARD 7412 FULTON AVE NO 3 NORTH HOLLYWOOD CA 91605 N/A PC TO SUPPORT FOOD FORWARD'S CORE PROGRAMMING. 520000 SWIPE OUT HUNGER 800 WILSHIRE BLVD SUITE 200 LOS ANGELES CA 90017 N/A PC TO SUPPORT SWIPE'S PROGRAMS ADDRESSING HUNGER AND FOOD INSECURITY ON COLLEGE CAMPUSES. 230000 PARA LOS NINOS 5000 HOLLYWOOD BLVD LOS ANGELES CA 90027 N/A PC TO SUPPORT PARA LOS NINOS EARLY EDUCATION PROGRAM. 500000 A COMMUNITY OF FRIENDS 3701 WILSHIRE BLVD NO 700 LOS ANGELES CA 90010 N/A PC TO SUPPORT THE PROFESSIONAL DEVELOPMENT PROGRAM. 150000 STEP UP TUTORING 1424 4TH STREET SUITE 214 PMB 1696 SANTA MONICA CA 90401 N/A PC TO PROVIDE GENERAL OPERATING SUPPORT. 30000 DOWNTOWN WOMEN'S CENTER 442 s san pedro street Los Angeles CA 90013 N/A PC TO SUPPORT THE AGING IN PLACE PROGRAM. 300000 Community Partners FBO Stepping Forward LA 1000 North Alameda Street Suite 24 Los Angeles CA 90012 N/A PC TO SUPPORT THE STEPPING FORWARD LA APP. 55000 EL NIDO FAMILY CENTERS 440 shatto place 417 LOS ANGELES CA 90020 N/A PC TO PROVIDE GENERAL OPERATING SUPPORT. 10000 HARVEST HOME INC 2118 WILSHIRE BLVD Santa Monica CA 90403 N/A PC TO SUPPORT THE OPERATIONS OF THE PICO HOME. 100000 ASSISTANCE LEAGUE OF LOS ANGELES 826 Cole Avenue Los Angeles CA 90038 N/A PC TO PROVIDE GENERAL OPERATING SUPPORT. 120000 READY TO SUCCEED 1514 17TH STREET NO 205 Santa Monica CA 90404 N/A PC TO SUPPORT THE EXPANSION OF THE FOSTER YOUTH CAREER ACCELERATOR PROGRAM. 50000 MANY MANSIONS 1259 E THOUSAND OAKS BLVD THOUSAND OAKS CA 91362 N/A PC TO SUPPORT THE community SERVICES PROGRAM. 100000 WESTSIDE FAMILY HEALTH CENTER 3861 SEPULVEDA BOULEVARD CULVER CITY CA 90230 N/A PC TO support THE FAMILY PRACTICE PROGRAM. 100000 THE SAM SIMON CHARITABLE FOUNDATION 3011 TOWNSGATE ROAD SUITE 400 WESTLAKE VILLAGE CA 91361 N/A POF TO SUPPORT THE ONGOING CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL ACTIVITIES OF THE GRANTEE. 500000 CATHOLIC CHARITIES OF LOS ANGELES 1531 James M Wood Blvd Los Angeles CA 90015 N/A PC TO support MOORPARK PANTRY PLUS. 10000 FIRST STAR INC 2049 century park east 4320 Los Angeles CA 90067 N/A PC TO SUPPORT THE ALUMNI PROGRAM AND THE FIRST STAR BRUIN GUARDIAN SCHOLARS ACADEMY. 75000 Chimp Haven Inc 13600 Chimpanzee Place Keithville LA 71047 N/A PC TO PROVIDE FUNDING FOR THE TRANSPORT AND CARE OF THE ANIMALS. 240000 HARBOR HOUSE 430 avenida de los arboles suite 1 thousand oaks CA 91360 N/A PC TO SUPPORT providing services to those in need. 10000 Center for Orangutan & Chimpanzee Conservation Inc PO BOX 488 Wauchula FL 33873 N/A PC TO SUPPORT CARE FOR THE APES AT THE SANCTUARY. 220000 THE POSSE FOUNDATION INC 14 Wall Street Suite 8A-60 New York NY 10005 N/A PC TO PROVIDE GENERAL OPERATING SUPPORT. 5000 KEDREN COMMUNITY HEALTH CENTER INC 4211 S AVALON BOULEVARD LOS ANGELES CA 90011 N/A PC TO SUPPORT THE AB109 PROGRAM. 350000 HOMELESS HEALTH CARE LOS ANGELES 1282 W 2ND STREET LOS ANGELES CA 90026 N/A PC To support THE STREET OUTREACH AND INTEGRATION PROGRAM. 410000 DIDI HIRSCH PSYCHIATRIC SERVICE 4760 SOUTH SEPULVEDA BOULEVARD CULVER CITY CA 90230 N/A PC TO SPPORT THE RESIDENTIAL TREATMENT CENTERS. 100000 INTERNATIONAL FUND FOR ANIMAL WELFARE INC 1400 16th street NW suite 510 WASHINGTON DC 20036 N/A PC TO SUPPORT THE ANTI-SNARE PROGRAM IN BUFFER-ZONES ADJACENT TO HWANGE NATIONAL PARK IN ZIMBABWE. 140000 JENESSE CENTER INC PO BOX 8476 los angeles CA 90008 N/A PC TO PROVIDE GENERAL OPERATING SUPPORT. 500000 PITZER COLLEGE 1050 N mills avenue claremont CA 91711 N/A PC TO PROVIDE FINANCIAL ASSISTANCE TO FORMERLY INCARCERATED STUDENTS AND STUDENTS AT RISK OR FACING HOUSING INSECURITY WHILE PURSUING A BACHELOR'S DEGREE AT PITZER COLLEGE. 25000 THE DAVID SHELDRICK WILDLIFE TRUST USA INC 25283 CABOT RD NO 101 LAGUNA HILLS CA 92653 N/A PC TO SUPPORT THE ORPHAN'S PROJECT. 100000 ROCA INC 101 park street chelsea MA 02150 N/A PC TO SUPPORT THE YOUNG MOTHER'S PROGRAM. 125000 operation safehouse inc 9685 hayes street riverside CA 92503 N/A PC TO SUPPORT EMERGENCY AND TRANSITIONAL HOUSING FOR YOUTH IN RIVERSIDE COUNTY. 5000 THE WILD ANIMAL SANCTUARY 1946 WCR 53 KEENESBURG CO 80643 N/A PC TO PROVIDE GENERAL OPERATING SUPPORT. 200000 SAFE PLACE FOR YOUTH inc 2469 lincoln boulevard venice CA 90291 N/A PC TO SUPPORT THE EMERGENCY AND TRANSITIONAL HOUSING PROGRAM. 132000 SAVE THE CHIMPS INC PO BOX 12220 FT PIERCE FL 34979 N/A PC TO SUPPORT THE EMERGENCY RESCUE AND CARE FOR CHIMPANZEES. 150000 FARMLINK PROJECT PO BOX 744772 LOS ANGELES CA 90074 N/A PC TO SUPPORT PROGRAMMING OF FOOD PROCUREMENT FOR FOOD BANKS AND COMMUNITIES IN NEED. 350000 SHAREWELL 395 santa monica place 374 santa monica CA 90401 n/a PC TO SUPPORT THE PLAY4ALL PROGRAM. 10000 SHOES THAT FIT 1420 n claremont blvd 204-A claremont CA 91711 n/a PC TO SUPPORT THE PURCHASE OF SHOES FOR DISTRIBUTION TO CHILDREN IN NEED. 200000 SPRING OF EVOLUTION INC PO BOX 504 acton CA 93510 n/a PC TO SUPPORT THE EMPOWERMENT PROGRAM FOR AT-RISK YOUTH. 125000 ST VINCENT MEALS ON WHEELS 2303 miramar street LOS ANGELES CA 90057 n/a PC to support preparing and delivering nutritious meals to homebound seniors and other vulnerable residents across los angeles. 10000 TEACH FOR AMERICA inc 25 broadway 12th floor NEW YORK NY 10004 n/a PC TO PROVIDE GENERAL OPERATING SUPPORT. 10000 THE HOUSE INSTITUTE foundation 1127 wilshire boulevard suite 1620 LOS ANGELES CA 90017 n/a PC TO SUPPORT THE HOUSE CHILDREN'S HEARING CENTER. 100000 THE LOS ANGELES FREE CLINIC 8405 beverly boulevard LOS ANGELES CA 90048 n/a PC TO SUPPORT THE "C'MON GET HAPI" PROGRAM (DENTAL CLINIC PROGRAM AND HAPI PROGRAM). 250000 UNITED ANIMAL NATIONS dba redrover 1419 21st street sacramento CA 95811 n/a PC TO SUPPORT THE REDROVER SAFE HOUSING PILOT PROGRAM. 200000 WILDLIFE COSTA RICA CONSERVANCY FUND INC 1520 richardson drive Apt 821 RICHARDSON TX 75080 n/a PC TO SUPPORT THE RESCUE AND REHABILITATION OF SLOTHS IN COSTA RICA. 5000 10217000 14 1366106 14 21335599 18 -206802 RESIDUALS 01 3498 OTHER INVESTMENT INCOME 14 575 22498976 22498976 false false false false false false false false false false ACCOUNTING AND TAX PREPARATION 154167 77083 77084 JULIE MILLER JULIE MILLER'S COMPENSATION IS PAID THROUGH SAM SIMON CHARITABLE GIVING FOUNDATION, BUT ALSO INCLUDES HER TIME SPENT ON THE SAM SIMON FEEDING FAMILIES FOUNDATION AND THE SAM SIMON CHARITABLE FOUNDATION. BOTH OF THESE ORGANIZATIONS ARE PRIVATE OPERATING FOUNDATIONS FUNDED BY THE SAM SIMON CHARITABLE GIVING FOUNDATION. JULIE'S TOTAL TIME SPENT ON ALL THREE ENTITIES FOR 2023 IS AN AVERAGE OF 27.5 HOURS PER WEEK. WEBSITE 2017-05-30 28000 28000 SL 3 REAL ESTATE 2017-12-28 77665 L THE SAM SIMON FEEDING FAMILIES FOUNDATIO 3011 TOWNSGATE ROAD SUITE 400 WESTLAKE VILLAGE CA 91361 3480000 TO SUPPORT THE ONGOING CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL ACTIVITIES OF THE GRANTEE. 3480000 NO VARIOUS 2022/2023 VERIFICATION CONFIRMED THAT $3,480,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. THE SAM SIMON FEEDING FAMILIES FOUNDATIO 3011 TOWNSGATE ROAD SUITE 400 WESTLAKE VILLAGE CA 91361 2023-10-11 1000000 TO SUPPORT THE ONGOING CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL ACTIVITIES OF THE GRANTEE. 1000000 NO VARIOUS 2023/2024 VERIFICATION CONFIRMED THAT $1,000,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. THE SAM SIMON CHARITABLE FOUNDATION 3011 TOWNSGATE ROAD SUITE 400 WESTLAKE VILLAGE CA 91361 2023-10-31 500000 TO SUPPORT THE ONGOING CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL ACTIVITIES OF THE GRANTEE. 500000 NO VARIOUS 2023/2024 VERIFICATION CONFIRMED THAT $500,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. THE SAM SIMON CHARITABLE FOUNDATION 3011 TOWNSGATE ROAD SUITE 400 WESTLAKE VILLAGE CA 91361 3350000 TO SUPPORT THE ONGOING CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL ACTIVITIES OF THE GRANTEE. 3350000 NO VARIOUS 2022/2023 VERIFICATION CONFIRMED THAT $3,350,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. ELECTION TO AMORTIZE BOND PREMIUM FORM 990-PF, PAGE 1, PART I, LINE 3 IRC SECTION 171(C) SAM SIMON CHARITABLE GIVING FOUNDATION, INC. HEREBY ELECTS UNDER SECTION 171(C) OF THE INTERNAL REVENUE CODE TO AMORTIZE BOND PREMIUM PURSUANT TO TREASURY REGULATION 1.171-4(A). GS: GOVERNMENT/ CORPORATE FIXE 39563966 39563966 GS HIGH YIELD FUND 7240256 7240256 GS HIGH YIELD FLOATING RATE 0 0 GS: SHORT TERM (BROAD) 0 0 COCONINO, INC. 102331000 102331000 ISHARES S&P 500 INDEX FUND 34756543 34756543 RUSSELL 1000 VALUE INDEX FUND 3982855 3982855 BLACKROCK ADVANTAGE SMALL CAP 4746736 4746736 HARBOR SMALL CAP GROWTH OPP 3191478 3191478 VAUGHAN NELSON: DYNAMIC EQUITY 4049302 4049302 MSCI US REIT INDEX FUND (VANGU 0 0 ISHARES MSCI EAFE INTERNATIONA 1858609 1858609 SSGA HEDGED INTERNATIONAL DEVE 1431492 1431492 FTSE EMERGING MARKETS INDEX FU 1243234 1243234 NON-US EQUITY - NO BUFFER 2162400 2162400 DJ GBL EX-US SELECT REAL ESTAT 0 0 NON-US EQUITY STRUCTURED PRODU 4240120 4240120 ARTISAN DYNAMIC EQUITY (GLOBAL 6390677 6390677 NON-US EQUITY MANAGERS: PORTFO 6785694 6785694 S&P ENERGY SELECT SECTOR INDEX 0 0 JOHCM EMERGING MARKETS OPPORT 1194145 1194145 GS: FUTURE OF REAL ESTATE 0 0 AMERICAN GLOBAL INSIGHT FUND 11053707 11053707 REAL ESTATE 77665 77665 GS TACTICAL TILT OVERLAY FUND FMV 2836536 2836536 PRIVATE EQUITY MANAGERS (2018) FMV 1847783 1847783 CHINA-US INDUSTRIAL COOPERATIO FMV 393161 393161 DST OPPORTUNITIES II ACCESS LL FMV 180133 180133 DST OPPORTUNITIES III ACCESS FMV 356495 356495 VINTAGE VII OFFSHORE SCSP FMV 1873789 1873789 PRIVATE EQUITY MANAGERS (2019) FMV 1747022 1747022 WEST STREET CAPITAL PARTNERS V FMV 1213664 1213664 PRIVATE EQUITY MANAGERS (2020) FMV 1529976 1529976 WEST STREET STRATEGIC SOLUTION FMV 1144719 1144719 PRIVATE EQUITY MANAGERS (2021) FMV 1035939 1035939 TCV XI ACCESS OFFSHORE LP FMV 166190 166190 NORTHVOLT INVESTMENTS, SLP FMV 160121 160121 DST OPPORTUNITIES IV ACCESS FMV 96139 96139 DST OPPORTUNITIES V ACCESS FMV 37297 37297 ARES DIRECT LENDING OPPORTUNIT FMV 1247544 1247544 VINTAGE IX B OFFSHORE SCSP FMV 167461 167461 PRIVATE EQUITY MANAGERS (2022) 0 0 WEST STREET REAL STATE CREDIT 179801 179801 LGP EQUITY INVESTORS IX ACCESS 24461 24461 PRIVATE EQUITY MANAGERS (2023) 0 0 WEST STREET LOAN PARTNERS V 461458 461458 WEBSITE 28000 28000 LEGAL FEES 695 695 DGA PENSION BENEFIT RECEIVABLE 43585 5972 5972 INSURANCE RECEIVABLE 23 212 212 WEBSITE NOT YET PLACED 0 0 0 IN SERVICE 6667 6667 6667 UNREALIZED LOSS ON INVESTMENTS 7820290 INSURANCE 53972 53972 PAYROLL SERVICE FEES 1619 1619 WEBSITE COSTS 8700 8700 CY ACCRUAL TO CASH ADJUSTMENT -8883 PY ACCRUAL TO CASH ADJUSTMENT 19080 OFFICE SUPPLIES AND EXPENSES 523 523 RESIDUALS 3498 Other Investment Income 575 575 PARTNERSHIP INCOME 0 67645 GS: PUT/SPY @ 334 EXP 03/17/20 779 0 GS: PUT/SPY @ 340 EXP 03/17/20 988 0 GS: PUT/SPY @ 385 EXP 01/19/2024 0 75 GS: PUT/SPY @ 395 EXP 01/19/2024 0 43 GS: PUT/SPY @ 404 EXP 02/16/2024 0 142 GS: PUT/SPY @ 409 EXP 02/16/2024 0 202 GS: PUT/SPY @ 430 EXP 02/16/2024 0 640 GS: PUT/SPY @ 440 EXP 01/31/2024 0 424 GS: PUT/SPY @ 448 EXP 03/15/2024 0 5760 GS: PUT/SPY @ 449 EXP 02/16/2024 0 3168 GS: PUT/SPY @ 452 EXP 01/31/2024 0 1845 GS: PUT/SPY @ 459 EXP 03/15/2024 0 8487 GS: PUT/SPY @ 460 EXP 01/26/2024 0 2421 INVESTMENT MANAGEMENT FEES 482097 482097 CONSULTING FEES 180000 180000 VALUATION FEES 30000 30000 FEDERAL TAXES 275000 STATE FILING FEES 1545 1545 FOREIGN TAX 774 774 PAYROLL TAXES 14448 578 13870 PROPERTY TAX 971 971