Civic Intelligence

Sam Simon Charitable Giving Foundation Inc.

990PF • Fiscal year 2019 • EIN 46-5575133

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

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

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

12th percentile

0.01x

Higher debt load relative to revenue than 12% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Source year 2019

Net Margin

3rd percentile

-125%

Higher net margin than 3% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

31st percentile

$250,000

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

2019 filings • $100M-$250M nonprofits • Source year 2019

Asset Growth

66th percentile

9.1%

Faster asset growth than 66% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

72nd percentile

11%

Faster revenue growth than 72% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$192,132,561

Up $15,950,151 (+9.1%) from 2018

Net Assets

Up

$192,110,876

Up $15,929,206 (+9.0%) from 2018

Liabilities

Up

$21,685

Up $20,945 (+2830%) from 2018

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin3rd percentile

Revenue

Up

$2,338,674

Up $235,507 (+11%) from 2018

Expenses

Down

$5,268,458

Down $323,259 (-5.8%) from 2018

Net Income

Up

-$2,929,784

Up $558,766 (+16%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2019

Assets$192,132,561
Liabilities$21,685
Net Assets$192,110,876
Open 2019 Filing

Operations Trend

Revenue Growth72nd 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

2019

Revenue$2,338,674
Expenses$5,268,458
Net Income-$2,929,784
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay31st 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
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
3011 TOWNSGATE ROAD SUITE 400, WESTLAKE VILLAGE, CA 91361
Preparer
Stephanie Wilkinson
Phone
8053748555
Raw XML AppendixShowing 400 of 807 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)
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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/TaxesDsbrsChrtblAmt012009
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06423
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0279932
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04560215
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0416465
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05268458
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt013749075
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02338674
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0540215
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0416465
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01248458
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0612
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08107892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23020230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32492976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt417742
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt518794
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6131184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt735910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8153759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt921615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1018599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111884653
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12101483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-35882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt118207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23788
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt314566
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt612853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt82
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt919
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-211378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1243807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-35882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt118207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23788
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt314566
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt612853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt82
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt919
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-211378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt08072010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt118207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23024018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32507542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt417720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt518814
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6144037
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt735910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8153769
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt921617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1018618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111673275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12101472
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - WASH SALE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SWEDISH KRONA CURRENCY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5NORWEGIAN KRONE CURRENCY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6JAPANESE YEN CURRENCY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7HONG KONG DOLLAR CURRENCY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8EURO CURRENCY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9DANISH KRONE CURRENCY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CANADIAN DOLLAR CURRENCY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11FPA MULTI-ADVISOR FUND, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12BRITISH POUND STERLING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0344743
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2929784
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt018858990
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0192110876
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0176181670
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0192110876
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08617158
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08617158
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08617158
IRS990PF/DistributableAmountGrp/IncomeTaxAmt03793
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08887603
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0266652
IRS990PF/DistributableAmountGrp/TotalTaxAmt0270445
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt019282
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0255934
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt030000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0266652
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt019282
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0266652
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0266652
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0285934
IRS990PF/FMVAssetsEOYAmt0192132561
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0740
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt021685
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0771266
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02011309
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02011309
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt025244815
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt027921956
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt027921956
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0141277097
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0149713505
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0149713505
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt080802
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt024110
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt028000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt079218
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt080802
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt080802
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt013223
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt03890
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt03890
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0176181670
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0192110876
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0561623
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01832835
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01832835
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03244451
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02523015
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02523015
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04990717
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt08045249
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt08045249
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0176182410
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0192132561
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0192132561
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0740
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt021685
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0176182410
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0192132561
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0176181670
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0192110876
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0180458939
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06463557
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt088481082
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02706884
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt085514300
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08887603
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0177752055
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0180458939
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/CompensationAmt068076
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1270639
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2126000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt378947
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

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$192,132,561
Liabilities
$21,685
Net assets
$192,110,876
Revenue
$2,338,674
Expenses
$5,268,458
Net income
-$2,929,784
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