Liabilities / Assets
9th percentile
Higher debt load relative to assets than 9% of similar nonprofits.
Sam Simon Charitable Giving Foundation Inc.
990PF • Fiscal year 2024 • EIN 46-5575133
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
10th percentile
Higher debt load relative to revenue than 10% of similar nonprofits.
Net Margin
76th percentile
Higher net margin than 76% of similar nonprofits.
Top Officer Pay
28th percentile
Higher top officer pay than 28% of similar nonprofits.
Top officer pay equals 1.6% of source-year revenue.
Asset Growth
34th percentile
Faster asset growth than 34% of similar nonprofits.
Revenue Growth
31st percentile
Faster revenue growth than 31% of similar nonprofits.
Balance Sheet
Assets
Up$283,825,039
Up $7,842,632 (+2.8%) from 2023
Net Assets
Up$283,714,435
Up $7,764,118 (+2.8%) from 2023
Liabilities
Up$110,604
Up $78,514 (+245%) from 2023
Revenue And Expenses
Revenue
Up$23,410,957
Up $911,981 (+4.1%) from 2023
Expenses
Up$18,805,833
Up $7,083,047 (+60%) from 2023
Net Income
Down$4,605,124
Down $6,171,066 (-57%) from 2023
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Nov 17, 2025
- Return Version
- 2024v5.2
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JULIE MILLER | President/Director | PT | $371,698 | - | $371,698 |
| ROBIN PAULE | Secretary/Director | - | $0 | - | - |
| STEPHANIE WILKINSON | Treasurer/Director | - | $0 | - | - |
| STEPHEN DAVIS | Director | - | $0 | - | - |
Grants and Assistance
Foundation Grants and Related Investments
| Type | Recipient | Purpose | Status | Location | Amount |
|---|---|---|---|---|---|
| Paid Grant | THE SAM SIMON FEEDING FAMILIES FOUNDATION | TO SUPPORT THE ONGOING CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL ACTIVITIES OF THE GRANTEE. | POF | LOS ANGELES, CA, US | $3,500,000 |
| Paid Grant | THE SAM SIMON CHARITABLE FOUNDATION | TO SUPPORT THE ONGOING CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL ACTIVITIES OF THE GRANTEE. | POF | LOS ANGELES, CA, US | $2,774,000 |
| Paid Grant | PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS | TO SUPPORT THE SAM SIMON ANIMAL RESCUE FUND, CRUELTY INVESTIGATIONS AND INTERVENTIONS, AND ORGANIZATIONAL CAPACITY BUILDING. | PC | NORFOLK, VA, US | $1,000,000 |
| Paid Grant | PARA LOS NINOS | TO SUPPORT PARA LOS NINOS EARLY EDUCATION PROGRAM. | PC | LOS ANGELES, CA, US | $600,000 |
| Paid Grant | FOOD FORWARD | TO SUPPORT FOOD FORWARD'S CORE PROGRAMMING. | PC | NORTH HOLLYWOOD, CA, US | $580,000 |
| Paid Grant | HOMELESS HEALTH CARE LOS ANGELES | To support THE STREET OUTREACH AND INTEGRATION PROGRAM. | PC | LOS ANGELES, CA, US | $500,000 |
| Paid Grant | SAVE THE CHIMPS INC | TO SUPPORT THE EMERGENCY RESCUE AND CARE FOR CHIMPANZEES. | PC | FT PIERCE, FL, US | $500,000 |
| Paid Grant | DOWNTOWN WOMEN'S CENTER | TO SUPPORT THE AGING IN PLACE PROGRAM. | PC | Los Angeles, CA, US | $450,000 |
| Paid Grant | KIPP SOCAL PUBLIC SCHOOLS | TO SUPPORT creating joyful, academically excellent schools that prepare students with skills and confidence they need to pursue their paths. | PC | LOS ANGELES, CA, US | $450,000 |
| Paid Grant | MERCY FOR ANIMALS INC | TO SUPPORT INVESTIGATIONS UNIT. | PC | LOS ANGELES, CA, US | $400,000 |
| Paid Grant | KEDREN COMMUNITY HEALTH CENTER INC | TO SUPPORT THE AB109 PROGRAM. | PC | LOS ANGELES, CA, US | $375,000 |
| Paid Grant | PEOPLE CONCERN inc | To support interim housing and wellness. | PC | LOS ANGELES, CA, US | $350,000 |
| Paid Grant | CHRYSALIS CENTER INC | TO SUPPORT PROVIDING SERVICES TO ASSIST PEOPLE IN NEED TO TRANSFORM THEIR LIVES. | PC | HARTFORD, CT, US | $300,000 |
| Paid Grant | Center for Orangutan & Chimpanzee Conservation Inc | TO SUPPORT CARE FOR THE APES AT THE SANCTUARY. | PC | Wauchula, FL, US | $300,000 |
| Paid Grant | THE WILD ANIMAL SANCTUARY | TO PROVIDE GENERAL OPERATING SUPPORT. | PC | KEENESBURG, CO, US | $300,000 |
| Paid Grant | SHOES THAT FIT | TO SUPPORT THE PURCHASE OF SHOES FOR DISTRIBUTION TO CHILDREN IN NEED. | PC | claremont, CA, US | $300,000 |
| Paid Grant | UNITED ANIMAL NATIONS dba redrover | TO SUPPORT THE REDROVER SAFE HOUSING PILOT PROGRAM. | PC | sacramento, CA, US | $300,000 |
| Paid Grant | BET TZEDEK | TO SUPPORT THE EVICTION DEFENSE PROJECT. | PC | LOS ANGELES, CA, US | $250,000 |
| Paid Grant | COALITION FOR RESPONSIBLE community development | TO SUPPORT THE LAUNCHING SUCCESSFUL YOUTH WORKFORCE THROUGH STABLE HOUSING SUPPORT. | PC | LOS ANGELES, CA, US | $250,000 |
| Paid Grant | SWIPE OUT HUNGER | TO SUPPORT SWIPE'S PROGRAMS ADDRESSING HUNGER AND FOOD INSECURITY ON COLLEGE CAMPUSES. | PC | LOS ANGELES, CA, US | $245,000 |
| Paid Grant | Chimp Haven Inc | TO PROVIDE FUNDING FOR THE TRANSPORT AND CARE OF THE ANIMALS. | PC | Keithville, LA, US | $240,000 |
| Paid Grant | PUBLIC COUNSEL | TO SUPPORT THE EVICTION PREVENTION AND HOUSING INSTABILITY PROGRAM. | PC | LOS ANGELES, CA, US | $235,000 |
| Paid Grant | PERFORMING ANIMAL WELFARE SOCIETY | TO SUPPORT MEDICAL AND GENERAL CARE OF ANIMALS. | PC | GALT, CA, US | $225,000 |
| Paid Grant | ASSISTANCE LEAGUE OF LOS ANGELES | TO PROVIDE GENERAL OPERATING SUPPORT. | PC | Los Angeles, CA, US | $200,000 |
| Paid Grant | LOS ANGELES YOUTH NETWORK | TO support empowering young people and end homelessness. | PC | los angeles, CA, US | $200,000 |
| Paid Grant | NEIGHBORHOOD LEGAL SERVICES OF LOS ANGELES County | TO SUPPORT THE HOUSING AND EVICTION DEFENSE PROGRAM. | PC | GLENDALE, CA, US | $200,000 |
| Paid Grant | SAFE PLACE FOR YOUTH inc | TO SUPPORT THE EMERGENCY AND TRANSITIONAL HOUSING PROGRAM. | PC | venice, CA, US | $160,000 |
| Paid Grant | Karsh Family Social Service Center Inc | TO SUPPORT VOLUNTEER ENGAGEMENT STAFF AT THE KARSH CENTER WEST. | PC | Los Angeles, CA, US | $150,000 |
| Paid Grant | A COMMUNITY OF FRIENDS | TO SUPPORT THE PROFESSIONAL DEVELOPMENT PROGRAM. | PC | LOS ANGELES, CA, US | $150,000 |
| Paid Grant | READY TO SUCCEED | TO SUPPORT THE EXPANSION OF THE FOSTER YOUTH CAREER ACCELERATOR PROGRAM. | PC | Santa Monica, CA, US | $150,000 |
| Paid Grant | MANY MANSIONS | TO SUPPORT THE community SERVICES PROGRAM. | PC | THOUSAND OAKS, CA, US | $150,000 |
| Paid Grant | Community Partners FBO Stepping Forward LA | TO SUPPORT THE STEPPING FORWARD LA APP. | PC | Los Angeles, CA, US | $135,000 |
| Paid Grant | A SENSE OF HOME | TO SUPPORT providing home for foster youth. | PC | Hawthorne, CA, US | $130,000 |
| Paid Grant | HARVEST HOME INC | TO SUPPORT THE OPERATIONS OF THE PICO HOME. | PC | Santa Monica, CA, US | $125,000 |
| Paid Grant | MARINE MAMMAL CARE CENTER | TO SUPPORT Ocean Conservation through marine animal rehabilitation, education, and research. | PC | San pedro, CA, US | $125,000 |
| Paid Grant | WILDLIFE SOS | TO SUPPORT PROTECTING WILDLIFE. | PC | SALT LAKE CITY, UT, US | $124,000 |
| Paid Grant | WESTSIDE FAMILY HEALTH CENTER | TO support THE FAMILY PRACTICE PROGRAM. | PC | CULVER CITY, CA, US | $100,000 |
| Paid Grant | DIDI HIRSCH PSYCHIATRIC SERVICE | TO SUPPORT THE RESIDENTIAL TREATMENT CENTERS. | PC | CULVER CITY, CA, US | $100,000 |
| Paid Grant | THE DAVID SHELDRICK WILDLIFE TRUST USA INC | TO SUPPORT THE ORPHAN'S PROJECT. | PC | LAGUNA HILLS, CA, US | $100,000 |
| Paid Grant | CAL STATE FULLERTON PHILANTHROPIC Foundation | TO SUPPORT BASIC NEEDS SCHOLARSHIPS FOR PROJECT REBOUND PARTICIPANTS. | PC | fullerton, CA, US | $90,000 |
| Paid Grant | NOHO HOME ALLIANCE | TO SUPPORT providing meals for homeless. | PC | NORTH HOLLYWOOD, CA, US | $50,000 |
| Paid Grant | THE WHALE SANCTUARY PROJECT | TO PROVIDE GENERAL OPERATING SUPPORT. | PC | KANAB, UT, US | $50,000 |
| Paid Grant | AMERICAN FRIENDS OF MAGEN DAVID ADOM | TO SUPPORT RELIEF EFFORTS IN ISRAEL. | PC | new york, NY, US | $25,000 |
| Paid Grant | BETTER ANGELS UNITED INC | TO SUPPORT tackling and confronting homelessness | PC | Los Angeles, CA, US | $25,000 |
| Paid Grant | EL NIDO FAMILY CENTERS | TO PROVIDE GENERAL OPERATING SUPPORT. | PC | LOS ANGELES, CA, US | $25,000 |
| Paid Grant | PITZER COLLEGE | TO PROVIDE FINANCIAL ASSISTANCE TO FORMERLY INCARCERATED STUDENTS AND STUDENTS AT RISK OR FACING HOUSING INSECURITY WHILE PURSUING A BACHELOR'S DEGREE AT PITZER COLLEGE. | PC | claremont, CA, US | $25,000 |
| Paid Grant | INTERFACE CHILDREN FAMILY SERVICES | To support MENTAL HEALTH AND TRAUMA TREATMENT PROGRAM. | PC | CAMARILLO, CA, US | $10,000 |
| Paid Grant | STEP UP TUTORING | TO PROVIDE GENERAL OPERATING SUPPORT. | PC | SANTA MONICA, CA, US | $10,000 |
| Paid Grant | CATHOLIC CHARITIES OF LOS ANGELES | TO support MOORPARK PANTRY PLUS. | PC | Los Angeles, CA, US | $10,000 |
| Paid Grant | MARTHA'S VILLAGE AND KITCHEN INC | TO SUPPORT transforming the lives of the impoverished and homeless. | PC | indio, CA, US | $10,000 |
| Paid Grant | TEACH FOR AMERICA inc | TO PROVIDE GENERAL OPERATING SUPPORT. | PC | NEW YORK, NY, US | $10,000 |
| Paid Grant | AHEAD WITH HORSES INC | TO SUPPORT providing therapeutic developmental riding for Disabled and related experiences with horses. | PC | Shadow Hills, CA, US | $5,000 |
| Paid Grant | JEWISH FREE LOAN ASSOCIATION | TO SUPPORT providing loans to families who may not qualify for normal lending. | PC | LOS ANGELES, CA, US | $5,000 |
| Paid Grant | THE POSSE FOUNDATION INC | TO PROVIDE GENERAL OPERATING SUPPORT. | PC | New York, NY, US | $5,000 |
| Paid Grant | STYLE HER EMPOWERED INC | TO SUPPORT CREATING SUBSTANTIAL EDUCATION AND EMPLOYEMENT OPPORTUNITIES FOR GIRLS AND WOMEN. | PC | BOISE, ID, US | $5,000 |
| Paid Grant | TREVOR PROJECT inc | TO SUPPORT ENDING SUICIDE AMONG LGBTQ YOUTH. | PC | west hollywood, CA, US | $5,000 |
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
- 11444 WEST OLYMPIC BLVD 11TH FLOOR, LOS ANGELES, CA 90064
Signing Officer
- Name
- Julie Miller
- Title
- President
- Phone
- 4242087700
- Signed
- 2025-11-17
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Holthouse Carlin & Van Trigt Llp
- Address
- 3011 TOWNSGATE ROAD SUITE 400, WESTLAKE VILLAGE, CA 91361
- Preparer
- Cathy L Kleineahlbrandt
- Phone
- 8053748555
Raw XML AppendixShowing 400 of 1,273 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.
| Path | # | Value |
|---|---|---|
| AccountingFeesSchedule/AccountingFeesDetail/Amt | 0 | 165664 |
| AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt | 0 | ACCOUNTING AND TAX PREPARATION |
| AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt | 0 | 82832 |
| AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt | 0 | 82832 |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 0 | JULIE MILLER |
| CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt | 0 | JULIE 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 2024 IS AN AVERAGE OF 27.5 HOURS PER WEEK. |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 0 | 2017-05-30 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 1 | 2017-12-28 |
| DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt | 2 | 2024-01-01 |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 0 | SL |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 1 | L |
| DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt | 2 | SL |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 0 | 28000 |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 1 | 77665 |
| DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt | 2 | 6667 |
| DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt | 0 | 2222 |
| DepreciationSchedule/DepreciationPropertyGrp/LifeRt | 0 | 3 |
| DepreciationSchedule/DepreciationPropertyGrp/LifeRt | 1 | 3 |
| DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt | 0 | 28000 |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 0 | WEBSITE |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 1 | REAL ESTATE |
| DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc | 2 | WEBSITE |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt | 0 | NO |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt | 1 | NO |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt | 2 | NO |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt | 3 | NO |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt | 0 | THE SAM SIMON FEEDING FAMILIES FOUNDATIO |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt | 1 | THE SAM SIMON FEEDING FAMILIES FOUNDATIO |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt | 2 | THE SAM SIMON CHARITABLE FOUNDATION |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt | 3 | THE SAM SIMON CHARITABLE FOUNDATION |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt | 0 | VARIOUS 2024/2025 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt | 1 | VARIOUS 2023/2024 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt | 2 | VARIOUS 2023/2024 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt | 3 | VARIOUS 2024/2025 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt | 0 | 3500000 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt | 1 | 1000000 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt | 2 | 500000 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt | 3 | 2774000 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt | 0 | 3500000 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt | 1 | 1000000 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt | 2 | 500000 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt | 3 | 2774000 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt | 0 | 2024-01-04 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt | 1 | 2023-10-11 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt | 2 | 2023-10-31 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt | 0 | TO SUPPORT THE ONGOING CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL ACTIVITIES OF THE GRANTEE. |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt | 1 | TO SUPPORT THE ONGOING CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL ACTIVITIES OF THE GRANTEE. |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt | 2 | TO SUPPORT THE ONGOING CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL ACTIVITIES OF THE GRANTEE. |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt | 3 | TO SUPPORT THE ONGOING CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL ACTIVITIES OF THE GRANTEE. |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt | 0 | VERIFICATION CONFIRMED THAT $3,500,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt | 1 | VERIFICATION CONFIRMED THAT $1,000,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt | 2 | VERIFICATION CONFIRMED THAT $500,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt | 3 | VERIFICATION CONFIRMED THAT $2,774,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt | 0 | 11444 WEST OLYMPIC BLVD 11TH FLOOR |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt | 1 | 11444 WEST OLYMPIC BLVD 11TH FLOOR |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt | 2 | 11444 WEST OLYMPIC BLVD 11TH FLOOR |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt | 3 | 11444 WEST OLYMPIC BLVD 11TH FLOOR |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm | 0 | Los Angeles |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm | 1 | Los Angeles |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm | 2 | LOS ANGELES |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm | 3 | LOS ANGELES |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd | 0 | CA |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd | 1 | CA |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd | 2 | CA |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd | 3 | CA |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd | 0 | 90064 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd | 1 | 90064 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd | 2 | 90064 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd | 3 | 90064 |
| GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc | 0 | FORM 990-PF, PAGE 1, PART I, LINE 3 IRC SECTION 171(C) |
| GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt | 0 | ELECTION TO AMORTIZE BOND PREMIUM |
| GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt | 0 | SAM 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). |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 0 | GS: GOVERNMENT/ CORPORATE FIXE |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 1 | GS HIGH YIELD FUND |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 0 | 42469131 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 1 | 8200548 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 0 | 42469131 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 1 | 8200548 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 0 | 91165286 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 1 | 45412383 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 2 | 1984594 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 3 | 2608663 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 4 | 1939049 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 5 | 4596960 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 6 | 2599423 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 7 | 610120 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 8 | 1397169 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 9 | 4065190 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 10 | 5022840 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 11 | 0 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 12 | 7635919 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 13 | 1251323 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 14 | 12148726 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 0 | 91165286 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 1 | 45412383 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 2 | 1984594 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 3 | 2608663 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 4 | 1939049 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 5 | 4596960 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 6 | 2599423 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 7 | 610120 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 8 | 1397169 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 9 | 4065190 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 10 | 5022840 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 11 | 0 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 12 | 7635919 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 13 | 1251323 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 14 | 12148726 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 0 | COCONINO, INC. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 1 | ISHARES S&P 500 INDEX FUND |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 2 | RUSSELL 1000 VALUE INDEX FUND |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 3 | BLACKROCK ADVANTAGE SMALL CAP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 4 | HARBOR SMALL CAP GROWTH OPP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 5 | VAUGHAN NELSON: DYNAMIC EQUITY |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 6 | ISHARES MSCI EAFE INTERNATIONA |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 7 | SSGA HEDGED INTERNATIONAL DEVE |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 8 | FTSE EMERGING MARKETS INDEX FU |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 9 | NON-US EQUITY - NO BUFFER |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 10 | NON-US EQUITY STRUCTURED PRODU |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 11 | ARTISAN DYNAMIC EQUITY (GLOBAL |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 12 | NON-US EQUITY MANAGERS: PORTFO |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 13 | JOHCM EMERGING MARKETS OPPORT |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 14 | AMERICAN GLOBAL INSIGHT FUND |
| InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt | 0 | 77665 |
| InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt | 0 | REAL ESTATE |
| InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt | 0 | 77665 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 0 | 2296274 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 1 | 1927170 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 2 | 409784 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 3 | 156769 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 4 | 317579 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 5 | 1830627 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 6 | 2071472 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 7 | 1541661 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 8 | 1898407 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 9 | 1445097 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 10 | 1514033 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 11 | 203352 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 12 | 30831 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 13 | 86013 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 14 | 137638 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 15 | 1304772 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 16 | 756806 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 17 | 549811 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 18 | 202450 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 19 | 596331 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 20 | 0 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 21 | 1009914 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 22 | 175000 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 23 | 804454 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 24 | 446495 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 0 | GS TACTICAL TILT OVERLAY FUND |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 1 | PRIVATE EQUITY MANAGERS (2018) |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 2 | CHINA-US INDUSTRIAL COOPERATIO |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 3 | DST OPPORTUNITIES II ACCESS LL |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 4 | DST OPPORTUNITIES III ACCESS |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 5 | VINTAGE VII OFFSHORE SCSP |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 6 | PRIVATE EQUITY MANAGERS (2019) |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 7 | WEST STREET CAPITAL PARTNERS V |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 8 | PRIVATE EQUITY MANAGERS (2020) |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 9 | WEST STREET STRATEGIC SOLUTION |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 10 | PRIVATE EQUITY MANAGERS (2021) |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 11 | TCV XI ACCESS OFFSHORE LP |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 12 | NORTHVOLT INVESTMENTS, SLP |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 13 | DST OPPORTUNITIES IV ACCESS |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 14 | DST OPPORTUNITIES V ACCESS |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 15 | ARES DIRECT LENDING OPPORTUNIT |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 16 | VINTAGE IX B OFFSHORE SCSP |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 17 | PRIVATE EQUITY MANAGERS (2022) |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 18 | WEST STREET REAL STATE CREDIT |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 19 | LGP EQUITY INVESTORS IX ACCESS |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 20 | PRIVATE EQUITY MANAGERS (2023) |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 21 | WEST STREET LOAN PARTNERS V |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 22 | WEST STREET CAP PARTNERS IX |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 23 | ALPINVEST SECONDARIES VIII |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 24 | ARES SR DIRECT LENDING III |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 0 | 2296274 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 1 | 1927170 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 2 | 409784 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 3 | 156769 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 4 | 317579 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 5 | 1830627 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 6 | 2071472 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 7 | 1541661 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 8 | 1898407 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 9 | 1445097 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 10 | 1514033 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 11 | 203352 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 12 | 30831 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 13 | 86013 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 14 | 137638 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 15 | 1304772 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 16 | 756806 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 17 | 549811 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 18 | 202450 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 19 | 596331 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 20 | 0 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 21 | 1009914 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 22 | 175000 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 23 | 804454 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 24 | 446495 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 0 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 1 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 2 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 3 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 4 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 5 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 6 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 7 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 8 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 9 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 10 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 11 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 12 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 13 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 14 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 15 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 16 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 17 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 18 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 19 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 20 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 21 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 22 | FMV |
| IRS990PF/AddressChangeInd | 0 | X |
| IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt | 0 | 20634712 |
| IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt | 0 | 1494275 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd | 0 | 18 |
| IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt | 0 | 1186438 |
| IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc | 0 | RESIDUALS |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc | 1 | OTHER INVESTMENT INCOME |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc | 2 | DGA PENSION |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc | 3 | FOREIGN TAX REFUND |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt | 0 | 7667 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt | 1 | 52620 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt | 2 | 34776 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt | 3 | 469 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd | 0 | 01 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd | 1 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd | 2 | 01 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd | 3 | 01 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt | 0 | 23410957 |
| IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt | 0 | 23410957 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt | 0 | 82832 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt | 0 | 82832 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt | 0 | 165664 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt | 0 | 4048219 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt | 0 | 356830 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt | 0 | 14868 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt | 0 | 371698 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt | 0 | 17088000 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt | 0 | 17088000 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt | 0 | 2222 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt | 0 | 20643707 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt | 0 | 20634712 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt | 0 | 4605124 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt | 0 | 27568814 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt | 0 | 214 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt | 0 | 993352 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt | 0 | 1186438 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt | 0 | 214 |
| IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt | 0 | 530 |
| IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt | 0 | 530 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt | 0 | 1494275 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt | 0 | 25371373 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt | 0 | 40896 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt | 0 | 69637 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt | 0 | 331670 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt | 0 | 95532 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt | 0 | 256420 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt | 0 | 533082 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt | 0 | 789502 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd | 0 | X |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt | 0 | 17388 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt | 0 | 14579 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt | 0 | 318366 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt | 0 | 17842896 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt | 0 | 645575 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt | 0 | 18805833 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt | 0 | 26016948 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt | 0 | 23410957 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt | 0 | 754896 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt | 0 | 645575 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt | 0 | 1717833 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 0 | 4709837 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 1 | 13312094 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 2 | 1099561 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 3 | 0 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 4 | 4374800 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 5 | 24303 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 0 | 379254 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 1 | 1054164 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 2 | 19739 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 3 | 73737 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 4 | 2720222 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 5 | -24303 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 6 | 26433 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 7 | 26433 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 8 | 26433 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 9 | 26433 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 10 | 26433 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 11 | 26433 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 0 | 379254 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 1 | 1054164 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 2 | 19739 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 3 | 73737 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 4 | 2720222 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 5 | -24303 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 0 | 5089091 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 1 | 14366258 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 2 | 1119300 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 3 | 73737 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 4 | 7095022 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 0 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 1 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 2 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 3 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 4 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 5 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 6 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 7 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 8 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 9 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 10 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 11 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 0 | PUBLICLY TRADED SECURITIES |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 1 | PUBLICLY TRADED SECURITIES |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 2 | PUBLICLY TRADED SECURITIES |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 3 | PUBLICLY TRADED SECURITIES - WASH SALE |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 4 | 21,293.88 SHS ARTISAN: DYNAMIC EQUITY (GLOBAL EQUITY) O??SHORE, LP |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 5 | PUBLICLY TRADED SECURITIES - ACCRUED MARKET DISCOUNT |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 6 | CAPITAL GAIN DIVIDENDS |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 7 | CAPITAL GAIN DIVIDENDS |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 8 | CAPITAL GAIN DIVIDENDS |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 9 | CAPITAL GAIN DIVIDENDS |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 10 | CAPITAL GAIN DIVIDENDS |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 11 | CAPITAL GAIN DIVIDENDS |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt | 0 | 4048219 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt | 0 | 4605124 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt | 0 | 3158994 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt | 0 | 283714435 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 275950317 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 283714435 |
| IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt | 0 | 13445616 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt | 0 | 13445616 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt | 0 | 13445616 |
| IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt | 0 | 13798278 |
| IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 352662 |
| IRS990PF/DistributableAmountGrp/TotalTaxAmt | 0 | 352662 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt | 0 | 47115 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt | 0 | 399777 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd | 0 | X |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt | 0 | 352662 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt | 0 | 47115 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt | 0 | 352662 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 352662 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt | 0 | 399777 |
| IRS990PF/FMVAssetsEOYAmt | 0 | 283825039 |
| IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt | 0 | 8883 |
| IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt | 0 | 37868 |
| IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt | 0 | 11753008 |
| IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt | 0 | 11940506 |
| IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt | 0 | 11940506 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt | 0 | 46804222 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt | 0 | 50669679 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt | 0 | 50669679 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt | 0 | 189417992 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt | 0 | 182437645 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt | 0 | 182437645 |
| IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt | 0 | 88366 |
| IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt | 0 | 30222 |
| IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt | 0 | 34667 |
| IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt | 0 | 86634 |
| IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt | 0 | 88366 |
| IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt | 0 | 88366 |
| IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt | 0 | 4445 |
| IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt | 0 | 4445 |
| IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt | 0 | 275950317 |
| IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt | 0 | 283714435 |
| IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt | 0 | 12851 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt | 0 | 5745270 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt | 0 | 5745270 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt | 0 | 16699689 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt | 0 | 21712740 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt | 0 | 21712740 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt | 0 | 23207 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt | 0 | 72736 |
| IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt | 0 | 0 |
Document Assets
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Filings
Displayed year
2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.
- Assets
- $283,825,039
- Liabilities
- $110,604
- Net assets
- $283,714,435
- Revenue
- $23,410,957
- Expenses
- $18,805,833
- Net income
- $4,605,124