Civic Intelligence

Sam Simon Charitable Giving Foundation Inc.

990PF • Fiscal year 2023 • EIN 46-5575133

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Source year 2023

Liabilities / Revenue

8th percentile

0.00x

Higher debt load relative to revenue than 8% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Source year 2023

Net Margin

93rd percentile

48%

Higher net margin than 93% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Source year 2023

Top Officer Pay

21st percentile

$301,275

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2023 filings • $250M-$1B nonprofits • Source year 2023

Asset Growth

33rd percentile

1.1%

Faster asset growth than 33% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-30%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$275,982,407

Up $2,966,920 (+1.1%) from 2022

Net Assets

Up

$275,950,317

Up $2,955,900 (+1.1%) from 2022

Liabilities

Up

$32,090

Up $11,020 (+52%) from 2022

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin93rd percentile

Revenue

Down

$22,498,976

Down $9,761,290 (-30%) from 2022

Expenses

Down

$11,722,786

Down $5,697,377 (-33%) from 2022

Net Income

Down

$10,776,190

Down $4,063,913 (-27%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2023

Assets$275,982,407
Liabilities$32,090
Net Assets$275,950,317
Open 2023 Filing

Operations Trend

Revenue Growth11th 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

2023

Revenue$22,498,976
Expenses$11,722,786
Net Income$10,776,190
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE MILLERPresident/DirectorPT$301,275-$301,275
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
2024-11-15
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 1,159 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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CompensationExplanation/CompensationExplanationGrp/PersonNm0JULIE MILLER
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0JULIE MILLER'S COMPENSATION IS PAID THROUGH SAM SIMON CHARITABLE GIVING FOUNDATION, BUT ALSO INCLUDES HER TIME SPENT ON THE SAM SIMON FEEDING FAMILIES FOUNDATION AND THE SAM SIMON CHARITABLE FOUNDATION. BOTH OF THESE ORGANIZATIONS ARE PRIVATE OPERATING FOUNDATIONS FUNDED BY THE SAM SIMON CHARITABLE GIVING FOUNDATION. JULIE'S TOTAL TIME SPENT ON ALL THREE ENTITIES FOR 2023 IS AN AVERAGE OF 27.5 HOURS PER WEEK.
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0TO SUPPORT THE ONGOING CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL ACTIVITIES OF THE GRANTEE.
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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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt021335599
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-206802
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01366106
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0RESIDUALS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1OTHER INVESTMENT INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt03498
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1575
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt022498976
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt022498976
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt077084
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt077083
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0154167
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0289224
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt012051
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0301275
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt010217000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt010217000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt021335599
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt021335599
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt010776190
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt037715832
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01338300
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01366106
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0695
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0695
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-206802
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt022169536
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt075011
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt064814
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt068220
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt04073
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0210000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0482097
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0692097
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt016386
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01352
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0292738
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt010885400
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0572583
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt011722786
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt022742119
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt022498976
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0668400
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0572583
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01505786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt015202922
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt219617629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt33070300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-246062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt214513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt338301
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt47160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt57160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt67160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt77160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-246062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt214513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt338301
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt014956860
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt219632142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33108601
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/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/PropertyDesc4CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-175019
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt010776190
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt07820290
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0283770607
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0272994417
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0275950317
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt012591240
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt012591240
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt012591240
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt012899397
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0308157
IRS990PF/DistributableAmountGrp/TotalTaxAmt0308157
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt099777
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0407934
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0308157
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt099777
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0308157
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0308157
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0407934
IRS990PF/FMVAssetsEOYAmt0275982407
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt019303
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt08883
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0447231
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt011753008
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt011753008
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt041086337
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt046804222
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt046804222
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0206124650
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0189417992
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0189417992
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt086634
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt028000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt028000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt084936
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt086634
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt086634
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0272994417
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0275950317
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt050275
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt012851
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt012851
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt014110374
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt016699689
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt016699689
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01767
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt023207
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0223
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt011111461
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt011208011
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt011208011
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0273015487
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0275982407
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0275982407
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt021070
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt032090
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0273015487
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0275982407
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0272994417
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0275950317
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0261916688
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt015603397
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0143889473
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03928750
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0102423818
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt012899397
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0257987938
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0261916688
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0GOLDMAN SACHS & CO LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1JMC PHILANTHROPIC ADVISORS INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2HOLTHOUSE CARLIN & VAN TRIGT LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0467324
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1180000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2117367
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2ACCOUNTING& TAX PREP

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$275,982,407
Liabilities
$32,090
Net assets
$275,950,317
Revenue
$22,498,976
Expenses
$11,722,786
Net income
$10,776,190
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