Civic Intelligence

Sam Simon Charitable Giving Foundation Inc.

990PF • Fiscal year 2020 • EIN 46-5575133

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

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

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

10th percentile

0.01x

Higher debt load relative to revenue than 10% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Net Margin

2nd percentile

-168%

Higher net margin than 2% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

18th percentile

$250,000

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2020 filings • $250M-$1B nonprofits • Source year 2020

Asset Growth

93rd percentile

35%

Faster asset growth than 93% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

55th percentile

2.2%

Faster revenue growth than 55% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$260,206,954

Up $68,074,393 (+35%) from 2019

Net Assets

Up

$260,182,105

Up $68,071,229 (+35%) from 2019

Liabilities

Up

$24,849

Up $3,164 (+15%) from 2019

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin2nd percentile

Revenue

Up

$2,389,385

Up $50,711 (+2.2%) from 2019

Expenses

Up

$6,394,231

Up $1,125,773 (+21%) from 2019

Net Income

Down

-$4,004,846

Down $1,075,062 (-37%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2020

Assets$260,206,954
Liabilities$24,849
Net Assets$260,182,105
Open 2020 Filing

Operations Trend

Revenue Growth55th 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

2020

Revenue$2,389,385
Expenses$6,394,231
Net Income-$4,004,846
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE MILLERPresident/DirectorPT$250,000-$250,000
ROBIN PAULESecretary/Director-$0--
STEPHANIE WILKINSONTreasurer/Director-$0--
STEPHEN DAVISDirector-$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
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
3011 TOWNSGATE ROAD SUITE 400, WESTLAKE VILLAGE, CA 91361
Preparer
Stephanie Wilkinson
Phone
8053748555
Raw XML AppendixShowing 400 of 973 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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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1VERIFICATION 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.
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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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt522944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6135126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt728403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt868798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9451402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10222114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1181871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt070830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1139725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-114148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt44
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt541
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-123
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11155923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12155923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13155923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14155923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15155923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16155923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17155923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18155923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19155923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20155923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21155923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22155923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt070830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1139725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-114148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt44
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt541
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-123
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt06328648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1139725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25281143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31675000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt451400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt522948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6135167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt728432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt868787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9451279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10222267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1181879
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/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
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/PropertyDesc5SINGAPORE DOLLAR CURRENCY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6SWISS FRANC CURRENCY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7JAPANESE YEN CURRENCY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8HONG KONG DOLLAR CURRENCY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9EURO CURRENCY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10BRITISH POUND STERLING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CANADIAN DOLLAR CURRENCY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0252448
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-4004846
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt072076075
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0260182105
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0192110876
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0260182105
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt011497386
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt011497386
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt011497386
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt011784838
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0287452
IRS990PF/DistributableAmountGrp/TotalTaxAmt0287452
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt056830
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0344282
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0287452
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt056830
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0287452
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0287452
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0344282
IRS990PF/FMVAssetsEOYAmt0260206954
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt021685
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt024849
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02011309
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt03468353
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt03468353
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt027921956
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt032401117
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt032401117
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0149713505
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0206809087
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0206809087
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt082418
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt028000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt028000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt080802
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt082418
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt082418
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt03890
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0192110876
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0260182105
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01832835
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0130813
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0130813
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02523015
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04364511
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04364511
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt08045249
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt012950655
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt012950655
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0192132561
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0260206954
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0260206954
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt021685
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt024849
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0192132561
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0260206954
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0192110876
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0260182105
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0239286048
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt012981811
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt097241792
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03589291
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0129062445
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt011784838
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0235696757
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0239286048
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/CompensationAmt075954
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1291533
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2126000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt374542
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

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$260,206,954
Liabilities
$24,849
Net assets
$260,182,105
Revenue
$2,389,385
Expenses
$6,394,231
Net income
-$4,004,846
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