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THE CAPITAL GROUP 11100 SANTA MONICA BLVD 16TH FLOO LOS ANGELES CA 90025 INVESTMENT SERVICES 75954 GOLDMAN SACHS & CO LLC 2121 AVENUE OF THE STARS SUITE 260 LOS ANGELES CA 90067 INVESTMENT SERVICES 291533 JMC PHILANTHROPIC ADVISORS INC 2444 WILSHIRE BLVD SUITE 622 SANTA MONICA CA 90403 CONSULTING 126000 HOLTHOUSE CARLIN & VAN TRIGT LLP 11444 W OLYMPIC BLVD 11TH FLOOR LOS ANGELES CA 90064 ACCOUNTING& TAX PREP 74542 0 97241792 12981811 129062445 239286048 0 239286048 3589291 235696757 11784838 11784838 287452 287452 11497386 11497386 11497386 5592213 0 0 0 0 5592213 0 5592213 11497386 2429468 2018 2017 2016 0 5592213 2429468 3162745 0 0 0 0 8334641 0 0 NA NA X MERCY FOR ANIMALS 8033 SUNSET BLVD 864 LOS ANGELES CA 90046 N/A PC TO SUPPORT INVESTIGATIONS UNIT. 250000 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 ORGANIZATIONAL BUILDING. 1000000 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. 1400000 LAST CHANCE FOR ANIMALS 8033 SUNSET BOULEVARD SUITE 835 LOS ANGELES CA 90046 N/A PC TO SUPPORT CAMPAIGNS AND INVESTIGATIONS UNITS. 300000 KIPP LA SCHOOLS 3601 EAST FIRST STREET LOS ANGELES CA 90063 N/A PC TO SUPPORT KIPP THROUGH COLLEGE PROGRAM. 300000 Performing Animal Welfare Society PO BOX 849 GALT CA 95632 N/A PC TO SUPPORT MEDICAL AND GENERAL CARE OF ANIMALS AT THE PAWS SANCTUARY. 155000 CHRYSALIS 522 S MAIN STREET LOS ANGELES CA 90013 N/A PC To support Direct Client Assistance, TRAINING, AND DATABASE INFRASTRUCTURE. 250000 INTERFACE CHILDREN FAMILY SERVICES 4001 MISSION OAKS BLVD SUITE I CAMARILLO CA 93012 N/A PC To support CALL CENTER AND GENERAL OPERATING SUPPORT. 22500 THE PEOPLE CONCERN 2116 ARLINGTON AVENUE 100 LOS ANGELES CA 90018 N/A PC To support interim housing and wellness. 250000 Karsh Family Social Service Center Inc 3750 West 6th Street Los Angeles CA 90020 N/A PC GENERAL OPERATING SUPPORT. 25070 Downtown Women's Center 442 S San Pedro Street Los Angeles CA 90013 N/A PC GENERAL OPERATING SUPPORT. 20000 California Community Foundation 221 S Figueroa Street Suite 400 Los Angeles CA 90012 N/A PC TO SUPPORT LA PARTNERSHIP FOR EARLY CHILDHOOD INVESTMENT. 25000 World Wildlife Fund Inc 1250 24th Street NW Washington DC 20037 N/A PC TO SUPPORT RELIEF EFFORTS FOR AUSTRALIAN BUSHFIRES. 50000 Children's Hospital Los Angeles 4650 Sunset Boulevard Los Angeles CA 90027 N/A PC Audrey Hepburn CARES Center. 10000 FAMILIES FORWARD LEARNING CENTER 980 N Fair Oaks Avenue Pasadena CA 91103 N/A PC GENERAL OPERATING SUPPORT. 10000 HEATHCARE FOR HOMELESS ANIMALS PO BOX 7401 Thousand Oaks CA 91359 N/A PC GENERAL OPERATING SUPPORT. 5000 MY STUFF BAGS FOUNDATION 5347 Sterling Center Drive Westlake Village CA 91361 N/A PC GENERAL OPERATING SUPPORT. 10000 Community Partners FBO Stepping Forward LA 1000 North Alameda Street Suite 24 Los Angeles CA 90012 N/A PC GENERAL OPERATING SUPPORT. 10000 WORKING WARDROBES FOR A NEW START 2000 E Mcfadden Avenue Suite 100 Santa Ana CA 92705 N/A PC GENERAL OPERATING SUPPORT. 5000 THE RAPE FOUNDATION 1223 Wilshire Boulevard Suite 410 Santa Monica CA 90403 N/A PC FOOD SUSTENANCE FOR RAPE VICTIMS. 10000 ASSISTANCE LEAGUE OF LOS ANGELES 826 Cole Avenue Los Angeles CA 90038 N/A PC FOOD SUSTENANCE FOR 55 FAMILIES. 7000 AVIVA FAMILY AND CHILDREN'S SERVICES 7120 Franklin Avenue Los Angeles CA 90046 N/A PC TO SUPPORT COVID-19 RESPONSE. 8000 GREAT PUBLIC SCHOOLS NOW 1150 South Olive Street Suite 1325 Los Angeles CA 90015 N/A PC TO SUPPORT One Family L.A.'S COVID-19 FINANCIAL ASSISTANCE TO FAMILIES IN LOS ANGELES IN MEETING BASIC NEEDS. 25000 FOUNDATION FOR THE LOS ANGELES COMMUNITY COLLEGES 770 Wilshire Blvd 8th Floor Los Angeles CA 90017 N/A PC TO SUPPORT THE COVID-19 RESPONSE EFFORTS: EMERGENCY FINANCIAL ASSISTANCE FOR STUDENTS, PURCHASE AND DISTRIBUTION OF LAPTOP DEVICES FOR STUDENTS, AND PURCHASE AND DISTRIBUTION OF GROCERY GIFT CARDS FOR STUDENTS. 100000 LOS ANGELES BROTHERHOOD CRUSADE Inc 200 E Slauson Avenue Los Angeles CA 90011 N/A PC TO SUPPORT COVID-19 ECONOMIC RECOVERY EMERGENCY FUND WHICH PROVIDES FOOD VOUCHERS, EDUCATION AND TECHNOLOGY SUPPORT, HOUSING AND EMERGENCY FINANCIAL ASSISTANCE, AND SUPPORTIVE SERVICES FOR YOUTH AND THEIR FAMILIES. 50000 CATHOLIC CHARITIES OF LOS ANGELES 1531 James M Wood Blvd Los Angeles CA 90015 N/A PC TO support MOORPARK PANTRY PLUS. 7500 ST VINCENT MEALS ON WHEELS 2303 MIRAMAR STREET Los Angeles CA 90057 N/A PC GENERAL OPERATING SUPPORT. 15000 PROJECT ANGEL FOOD 922 Vine Street Los Angeles CA 90038 N/A PC GENERAL OPERATING SUPPORT. 10000 JENESSE CENTER INC PO BOX 8476 Los Angeles CA 90008 N/A PC GENERAL OPERATING SUPPORT. 150000 Chimp Haven Inc 13600 Chimpanzee Place Keithville LA 71047 N/A PC TO SUPPORT THE CARE OF CHIMPANZEES. 200000 YOUTH EMERGING STRONGER 1857 Taft Avenue Los Angeles CA 90028 N/A PC TO SUPPORT THE BETTER WELL-BEING AND JOB DEVELOPMENT PROGRAMS. 200000 THE ELEPHANT SANCTUARY IN TENNESSEE PO BOX 393 Hohenwald TN 38462 N/A PC TO SUPPORT THE CONSTRUCTION OF AN ELEPHANT PASSAGEWAY ON SANCTUARY GROUNDS. 65000 Center for Orangutan & Chimpanzee Conservation Inc PO BOX 488 Wauchula FL 33873 N/A PC TO SUPPORT ANNUAL CARE COSTS FOR FIVE NEW ORANGUTANS AND EIGHT CHIMPANZEES. 100000 THE POSSE FOUNDATION INC 14 Wall Street Suite 8A-60 New York NY 10005 N/A PC GENERAL OPERATING SUPPORT. 5000 HARBOR HOUSE 430 Avenida De Los Arboles Thousand Oaks CA 91360 N/A PC GENERAL OPERATING SUPPORT. 5000 5055070 14 525311 14 1585408 18 273780 RESIDUALS 01 2579 OTHER INVESTMENT INCOME 14 2307 2389385 2389385 false false false false false false false false false false ACCOUNTING AND TAX PREPARATION 106042 53021 53021 WEBSITE 2017-05-30 28000 24110 SL 3 3890 REAL ESTATE 2017-12-28 77665 L THE SAM SIMON FEEDING FAMILIES FOUNDATIO 3011 TOWNSGATE ROAD SUITE 400 WESTLAKE VILLAGE CA 91361 2020-01-13 1400000 TO SUPPORT THE ONGOING CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL ACTIVITIES OF THE GRANTEE. 1400000 NO VARIOUS 2020/2021 VERIFICATION CONFIRMED THAT $1,400,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. THE UNEXPENDED FUNDS ARE ANTICIPATED TO BE SPENT IN THE FOLLOWING YEAR, AS PERMITTED BY THE GRANT TERMS. THE SAM SIMON FEEDING FAMILIES FOUNDATIO 3011 TOWNSGATE ROAD SUITE 400 WESTLAKE VILLAGE CA 91361 2019-01-03 1300000 TO SUPPORT THE ONGOING CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL ACTIVITIES OF THE GRANTEE. 1300000 NO VARIOUS 2019/2020 VERIFICATION CONFIRMED THAT $1,300,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. THE UNEXPENDED FUNDS ARE ANTICIPATED TO BE SPENT IN THE FOLLOWING YEAR, AS PERMITTED BY THE GRANT TERMS. 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 25076744 25076744 GS HIGH YIELD FUND 7324373 7324373 COCONINO, INC. 127831000 127831000 ISHARES S&P 500 INDEX FUND 29310478 29310478 RUSSELL 1000 VALUE INDEX FUND 1791573 1791573 BLACKROCK ADVANTAGE SMALL CAP 4445556 4445556 HARBOR SMALL CAP GROWTH OPP 2839924 2839924 SIRIOS: DYNAMIC EQUITY - SEE 2181401 2181401 VAUGHAN NELSON: DYNAMIC EQUITY 2423267 2423267 MSCI US REIT INDEX FUND (VANGU 1897761 1897761 ISHARES MSCI EAFE INTERNATIONA 2094594 2094594 SSGA HEDGED INTERNATIONAL DEVE 5527844 5527844 FTSE EMERGING MARKETS INDEX FU 1665907 1665907 T. ROWE PRICE EMERGING MARKETS 1752962 1752962 DJ GBL EX-US SELECT REAL ESTAT 2073661 2073661 CAPITAL GROUP - SEE ATTACHED 7207799 7207799 NON-US EQUITY STRUCTURED PRODU 3575520 3575520 ARTISAN DYNAMIC EQUITY (GLOBAL 4739400 4739400 NON-US EQUITY MANAGERS: PORTFO 5450440 5450440 REAL ESTATE 77665 77665 GS TACTICAL TILT OVERLAY FUND FMV 1980536 1980536 PRIVATE EQUITY MANAGERS (2018) FMV 565294 565294 CHINA-US INDUSTRIAL COOPERATIO FMV 140852 140852 DST OPPORTUNITIES II ACCESS LL FMV 231864 231864 FPA MULTI-ADVISOR FUND, LP FMV 0 0 DST OPPORTUNITIES III ACCESS FMV 329904 329904 VINTAGE VII OFFSHORE SCSP FMV 464542 464542 PRIVATE EQUITY MANAGERS (2019) FMV 286789 286789 WEST STREET CAPITAL PARTNERS V FMV 60000 60000 PRIVATE EQUITY MANAGERS (2020) FMV 54861 54861 WEST STREET STRATEGIC SOLUTION FMV 249869 249869 WEBSITE 28000 28000 LEGAL FEES 1840 1840 DGA PENSION BENEFIT RECEIVABLE 159560 121946 121946 DISTR. RECEIVABLE FROM FPA 1673275 0 0 INSURANCE RECEIVABLE 0 2200 2200 WEBSITE NOT YET PLACED 0 0 0 IN SERVICE 0 6667 6667 INSURANCE 47288 47288 OTHER EXPENSES 16 PAYROLL SERVICE FEES 1561 1561 WEBSITE COSTS 12010 12010 CY ACCRUAL TO CASH ADJUSTMENT -24849 PY ACCRUAL TO CASH ADJUSTMENT 21685 DUES AND SUBSCRIPTIONS 220 220 RESIDUALS 2579 Other Investment Income 2307 2307 PARTNERSHIP INCOME FROM INVESTMENT 0 -4275 UNREALIZED GAIN ON INVESTMENTS 72076075 INVESTMENT MANAGEMENT FEES 367487 367487 CONSULTING FEES 126000 126000 PUBLIC RELATIONS 20000 20000 VALUATION FEES 25000 25000 FEDERAL TAXES 355063 STATE FILING FEES 491 491 FOREIGN TAX 8866 8866 PAYROLL TAXES 12449 496 11953 PROPERTY TAX 923 923 STATE TAXES 15