Civic Intelligence

Sam Simon Charitable Giving Foundation Inc.

990PF • Fiscal year 2018 • EIN 46-5575133

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization Profile
3011 Townsgate Road Suite 400Westlake Village, CA 91361

(805) 374-8555

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Net Margin

2nd percentile

-166%

Higher net margin than 2% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

30th percentile

$250,000

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 11.9% of source-year revenue.

2018 filings • $100M-$250M nonprofits • Source year 2018

Asset Growth

20th percentile

-3.3%

Faster asset growth than 20% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets6th percentile

Assets

Down

$176,182,410

Down $5,991,074 (-3.3%) from 2017

Net Assets

Down

$176,181,670

Down $5,948,107 (-3.3%) from 2017

Liabilities

Down

$740

Down $42,967 (-98%) from 2017

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin2nd percentile

Revenue

Down

$2,103,167

Down $161,695,259 (-99%) from 2017

Expenses

Down

$5,591,717

Down $86,316 (-1.5%) from 2017

Net Income

Down

-$3,488,550

Down $161,608,943 (-102%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2013: $1Liabilities 2013: $02013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $13,002,786Liabilities 2015: $18,100Net Assets 2015: $12,984,6862015Assets 2016: $23,377,975Liabilities 2016: $58,535Net Assets 2016: $23,319,4402016Assets 2017: $182,173,484Liabilities 2017: $43,707Net Assets 2017: $182,129,7772017Assets 2018: $176,182,410Liabilities 2018: $740Net Assets 2018: $176,181,6702018Assets 2019: $192,132,561Liabilities 2019: $21,685Net Assets 2019: $192,110,8762019Assets 2020: $260,206,954Liabilities 2020: $24,849Net Assets 2020: $260,182,1052020Assets 2021: $290,692,369Liabilities 2021: $49,468Net Assets 2021: $290,642,9012021Assets 2022: $273,015,487Liabilities 2022: $21,070Net Assets 2022: $272,994,4172022Assets 2023: $275,982,407Liabilities 2023: $32,090Net Assets 2023: $275,950,3172023Assets 2024: $283,825,039Liabilities 2024: $110,604Net Assets 2024: $283,714,4352024

Highlighted filing

2018

Assets$176,182,410
Liabilities$740
Net Assets$176,181,670
Open 2018 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200M$150M$100M$50M$0-$50MRevenue 2013: $1Expenses 2013: $0Net Income 2013: $12013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $13,105,583Expenses 2015: $120,897Net Income 2015: $12,984,6862015Revenue 2016: $12,614,764Expenses 2016: $2,243,625Net Income 2016: $10,371,1392016Revenue 2017: $163,798,426Expenses 2017: $5,678,033Net Income 2017: $158,120,3932017Revenue 2018: $2,103,167Expenses 2018: $5,591,717Net Income 2018: -$3,488,5502018Revenue 2019: $2,338,674Expenses 2019: $5,268,458Net Income 2019: -$2,929,7842019Revenue 2020: $2,389,385Expenses 2020: $6,394,231Net Income 2020: -$4,004,8462020Revenue 2021: $22,102,899Expenses 2021: $10,754,177Net Income 2021: $11,348,7222021Revenue 2022: $32,260,266Expenses 2022: $17,420,163Net Income 2022: $14,840,1032022Revenue 2023: $22,498,976Expenses 2023: $11,722,786Net Income 2023: $10,776,1902023Revenue 2024: $23,410,957Expenses 2024: $18,805,833Net Income 2024: $4,605,1242024

Highlighted filing

2018

Revenue$2,103,167
Expenses$5,591,717
Net Income-$3,488,550
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE MILLERPresident/DirectorPT$250,000-$250,000
ROBIN PAULESecretary/Director-$0--
STEPHANIE WILKINSONTreasurer/Director-$0--
Filing and Contact Details

Filer

Filer Name
Sam Simon Charitable Giving Foundation Inc
EIN
46-5575133
In Care Of
% HOLTHOUSE CARLIN & VAN TRIG
Phone
8053748555
Address
3011 TOWNSGATE ROAD SUITE 400, WESTLAKE VILLAGE, CA 91361

Signing Officer

Name
Julie Miller
Title
President
Phone
4242087700
Signed
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
3011 TOWNSGATE ROAD SUITE 400, WESTLAKE VILLAGE, CA 91361
Preparer
Robin M Paule
Phone
8053748555
Raw XML AppendixShowing 400 of 679 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PAGE 1, PART I, LINE 3 IRC SECTION 171(C)
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0ELECTION TO AMORTIZE BOND PREMIUM
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0SAM 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).
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05009299
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0375368
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05591717
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt013781046
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02103167
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0534299
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0375368
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01116717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt012692933
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2160718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-340128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt136454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2463
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3620218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-340128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt136454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2463
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt012352805
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt136454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2161181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - WASH SALE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0428518
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3488550
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02459557
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0178641227
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0182129777
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0176181670
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08413272
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08413272
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08413272
IRS990PF/DistributableAmountGrp/IncomeTaxAmt01031
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08682417
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0268114
IRS990PF/DistributableAmountGrp/TotalTaxAmt0269145
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt020934
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0274048
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt015000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0268114
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt020934
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0268114
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0268114
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0289048
IRS990PF/FMVAssetsEOYAmt0176182410
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt043707
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0740
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01639997
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0771266
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0771266
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt022824016
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt025244815
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt025244815
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0128901850
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0141277097
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0141277097
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt079218
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt014777
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt028000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt077665
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt079218
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt079218
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt022556
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt013223
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt013223
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02763157
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0561623
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0561623
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0956067
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03244451
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03244451
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt024988176
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04990717
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04990717
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0182173484
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0176182410
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0176182410
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt043707
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0740
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0182173484
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0176182410
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0182129777
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0176181670
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0182129777
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0176181670
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0176292725
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04482960
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt079093519
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02644391
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt092716246
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08682417
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0173648334
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0176292725
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0THE CAPITAL GROUP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1GOLDMAN SACHS & CO LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2JMC PHILANTHROPIC ADVISORS INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3HOLTHOUSE CARLIN & VAN TRIGT LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt050585
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1217068
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt269650
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt395459
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3ACCOUNTING& TAX PREP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt011100 SANTA MONICA BLVD 16TH FLOO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt12121 AVENUE OF THE STARS SUITE 260
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt22444 WILSHIRE BLVD SUITE 622
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt311444 W OLYMPIC BLVD 11TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2SANTA MONICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd090025
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd190067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd290403
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd390064
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0250000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JULIE MILLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBIN PAULE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STEPHANIE WILKINSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O HOLTHOUSE CARLIN VAN TRIGT LL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O HOLTHOUSE CARLIN VAN TRIGT LL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/O HOLTHOUSE CARLIN VAN TRIGT LL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt011444 W Olympic Blvd 11th Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt13011 TOWNSGATE ROAD SUITE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt23011 TOWNSGATE ROAD SUITE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WESTLAKE VILLAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WESTLAKE VILLAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090064
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd191361
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd291361
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt016446060
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt016580117
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05525426
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02122125
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0102797
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.094709
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.141489
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.137663
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.194393
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0134057
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0173648334
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt039051918
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt015415330
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0528810
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt05009299
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.473545
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05009299
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05009299
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05009299
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$176,182,410
Liabilities
$740
Net assets
$176,181,670
Revenue
$2,103,167
Expenses
$5,591,717
Net income
-$3,488,550
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$284$0.11$284$23.4$18.8$4.61
2023Detailed filing. Detailed filing data is available for this year.$276$0.03$276$22.5$11.7$10.8
2022Detailed filing. Detailed filing data is available for this year.$273$0.02$273$32.3$17.4$14.8
2021Detailed filing. Detailed filing data is available for this year.$291$0.05$291$22.1$10.8$11.3
2020Detailed filing. Detailed filing data is available for this year.$260$0.02$260$2.39$6.39$4.00
2019Detailed filing. Detailed filing data is available for this year.$192$0.02$192$2.34$5.27$2.93
2018Detailed filing. Detailed filing data is available for this year.$176$0.00$176$2.10$5.59$3.49
2017Detailed filing. Detailed filing data is available for this year.$182$0.04$182$164$5.68$158
2016Detailed filing. Detailed filing data is available for this year.$23.4$0.06$23.3$12.6$2.24$10.4
2015Detailed filing. Detailed filing data is available for this year.$13.0$0.02$13.0$13.1$0.12$13.0
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00