SAM SIMON CHARITABLE GIVING FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SAM SIMON CHARITABLE GIVING FOUNDATION INC (EIN 46-5575133)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201703179349100840
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T19:02:53-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 TOWNSGATE ROAD SUITE 400 | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465575133 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAM SIMON CHARITABLE GIVING FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % HOLTHOUSE CARLIN & VAN TRIG | InCareOfNm |
| Business Name Control | SAMS | BusinessNameControlTxt |
| Phone | 8053748555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 TOWNSGATE ROAD SUITE 400 | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE MILLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4242087700 | PhoneNum |
| Signature | 2017-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBIN M PAULE | PreparerPersonNm |
| PTIN | P00358939 | PTIN |
| Phone | 8053748555 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.46.231.234 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 95206420173175000004 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AC144D2C5944885D7D87D465B4329167CD393E1C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D0B7512D8211446A79798A7359B3DA21E2768048 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,377,975 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $12,090,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $231 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $231 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $206,461 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $206,461 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,947 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,512,734 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,947 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $310,125 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $12,614,764 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $214,639 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $102,408 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $102,408 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,966 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,483 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,483 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $184,119 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,101 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $147,018 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,185 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $685 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $720 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $720 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $52,227 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | -$11,508 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $368,625 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,584 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $248,806 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,875,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,875,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,243,625 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,584 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,123,806 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,371,139 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $168,055 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $52,786 | CashBOYAmt |
| Cash EOY | $1,981,560 | CashEOYAmt |
| Cash EOYFMV | $1,981,560 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $34 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,543,409 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,543,409 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $12,950,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,552,572 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,552,572 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $300,400 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $300,400 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,002,786 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,377,975 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,377,975 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $18,100 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $58,535 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $18,100 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $58,535 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $12,984,686 | UnrestrictedBOYAmt |
| Unrestricted EOY | $23,319,440 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,984,686 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,319,440 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,002,786 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,377,975 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,984,686 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,371,139 | ExcessRevenueOverExpensesAmt |
| Subtotal | $23,355,825 | SubtotalAmt |
| Other Decreases | $36,385 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,319,440 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,512,734 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,504,787 | CostOrOtherBasisAmt |
| Gain Or Loss | $7,947 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $7,947 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,947 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $102,797 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $528,810 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.194393 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Total Distribution | 0.194393 | TotalDistributionRt |
| Average Distribution | 0.097197 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,415,330 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,498,324 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,681 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,500,005 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,123,806 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,681 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,681 | SubtotalAmt |
| Tax Based On Investment Income | $1,681 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,500 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $9,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,819 | OverpaymentAmt |
| Applied To ES Tax | $7,819 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4242087700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11444 WEST OLYMPIC BLVD 11TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JULIE MILLER | |||||||||
| C/O HOLTHOUSE CARLIN VAN TRIGT LL | 11444 W Olympic Blvd 11th Floor | LOS ANGELES | CA | 90064 | PRESIDENT/DIRECTOR | 5.0 | $0 | $0 | $0 |
| ROBIN PAULE | |||||||||
| C/O HOLTHOUSE CARLIN VAN TRIGT LL | 3011 TOWNSGATE ROAD SUITE 400 | WESTLAKE VILLAGE | CA | 91361 | SECRETARY/DIRECTOR | 1.0 | $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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VENABLE LLP | |||||
| 2049 CENTURY PARK EAST SUITE 2100 | LOS ANGELES | CA | 90067 | LEGAL SERVICES | $58,136 |
| ROCKEFELLER PHILANTHROPY ADVISORS | |||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | CONSULTING SERVICES | $112,025 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,888,777 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,488,904 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $272,400 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,650,081 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,650,081 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $234,751 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,415,330 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $770,767 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $770,767 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,681 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,681 | TotalTaxAmt |
| Distributable Before Adj | $769,086 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $769,086 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $769,086 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,123,806 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,123,806 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,681 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,122,125 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $769,086 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $76,356 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $76,356 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,123,806 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $769,086 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,354,720 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,431,076 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,431,076 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $76,356 | ExcessFromYear1Amt |
| Excess From Current Year | $1,354,720 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SAM SIMON CHARITABLE FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 TOWNSGATE ROAD SUITE 400 | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | POF | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO SUPPORT THE ONGOING CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL ACTIVITIES OF THE GRANTEE. | GrantOrContributionPurposeTxt |
| Amt | $1,875,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,875,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $231 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $206,461 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,947 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| DGA-PRODUCER PENSION PLAN BASIC BENEFIT | 01 | $37,613 |
| DGA-PRODUCERS PENSION & HEALTH PLANS, INC. | 01 | $49 |
| DGA-PENSION BENEFIT | 01 | $272,400 |
| DGA-RESIDUALS | 01 | $63 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $524,764 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $524,764 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| SAM SIMON TRUST DATED 962005 | |||||||
| 1 | 11444 W Olympic Blvd 11th Floor | LOS ANGELES | CA | 90064 | $10,090,000 | Yes (X) | |
| SAM SIMON TRUST DATED 962005 | |||||||
| 2 | 11444 W Olympic Blvd 11th Floor | LOS ANGELES | CA | 90064 | $2,000,000 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 149,476.831 SHARES OF INTERMEDIATE BOND FUND OF AMERICA CL F2 | NoncashPropertyDesc |
| Fair Market Value | $2,000,000 | FairMarketValueAmt |
| Received | 2016-12-28 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $18,966 | Amt |
| Net Investment Income | $9,483 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,483 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SAM SIMON CHARITABLE FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 TOWNSGATE ROAD SUITE 400 | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | $1,875,000 | GrantAmt |
| Purpose Of Grant | TO SUPPORT THE ONGOING CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL ACTIVITIES OF THE GRANTEE. | PurposeOfGrantTxt |
| Expended By Grantee | $1,875,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | VARIOUS 2016/2017 | DatesOfReportsByGranteeTxt |
| Results Of Verification | VERIFICATION CONFIRMED THAT $1,875,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CAPITAL INCOME BUILDER CL F2 | StockNm |
| EOY Book Value | $7,543,409 | EOYBookValueAmt |
| EOYFMV | $7,543,409 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SHORT TERM BOND FD OF AMERICA | FMV | $11,558,551 | $11,558,551 |
| INTERMEDIATE BOND FUND OF AMER | FMV | $1,994,021 | $1,994,021 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $102,408 | LegalFeesAmt |
| Disbursements Charitable Prps | $102,408 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WEBSITE COSTS | $0 | $28,000 | $28,000 |
| DGA PENSION BENEFIT RECEIVABLE | $0 | $272,400 | $272,400 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $36,385 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INSURANCE | $8,268 | $8,268 |
| DUES AND SUBSCRIPTIONS | $10,350 | $10,350 |
| OFFICE SUPPLIES | $243 | $243 |
| PAYROLL SERVICE FEES | $66 | $66 |
| WEBSITE COSTS | $5,000 | $5,000 |
| FILING FEE | $28,300 | |
| CY ACCRUAL TO CASH ADJUSTMENT | -$53,535 | |
| PY ACCRUAL TO CASH ADJUSTMENT | $18,100 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| DGA-PRODUCER PENSION PLAN BASIC BENEFIT | $37,613 |
| DGA-PRODUCERS PENSION& HEALTH PLANS, INC | $49 |
| DGA-PENSION BENEFIT | $272,400 |
| DGA-RESIDUALS | $63 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUSINESS MANAGEMENT | $10,186 | $5,093 | $5,093 |
| INVESTMENT MANAGEMENT FEES | $32,008 | $32,008 | |
| CONSULTING FEES | $141,925 | $141,925 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| STATE FILING FEE | $10 | $10 |
| REGISTRY FEE | $225 | $225 |
| FEDERAL TAXES | $9,500 | |
| TAXES AND LICENSES | $450 | $450 |