Civic Intelligence

Samuelson Foundation

990 • Fiscal year 2018 • EIN 91-6468179

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 05, 2019

Organization ProfileN/A
5000 Edenhurst AvenueLos Angeles, CA 90039

(818) 500-0155

Siviq Scores

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

Liabilities / Assets

64th percentile

0.31x

Higher debt load relative to assets than 64% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

95th percentile

5.81x

Higher debt load relative to revenue than 95% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

4th percentile

-66%

Higher net margin than 4% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

26th percentile

-3.4%

Faster asset growth than 26% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

1067%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$5,082,445

Down $180,308 (-3.4%) from 2017

Net Assets

Down

$3,506,756

Down $180,308 (-4.9%) from 2017

Liabilities

Flat

$1,575,689

Flat from 2017

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin4th percentile

Revenue

Up

$271,416

Up $248,151 (+1067%) from 2017

Expenses

Up

$451,724

Up $314,893 (+230%) from 2017

Net Income

Down

-$180,308

Down $66,742 (-59%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,430,187Liabilities 2011: $1,575,688Net Assets 2011: $4,854,4992011Assets 2012: $5,973,905Liabilities 2012: $1,575,688Net Assets 2012: $4,398,2172012Assets 2013: $6,028,383Liabilities 2013: $1,575,689Net Assets 2013: $4,452,6942013Assets 2014: $6,005,605Liabilities 2014: $1,575,689Net Assets 2014: $4,429,9162014Assets 2015: $5,472,136Liabilities 2015: $1,575,689Net Assets 2015: $3,896,4472015Assets 2016: $5,376,319Liabilities 2016: $1,575,689Net Assets 2016: $3,800,6302016Assets 2017: $5,262,753Liabilities 2017: $1,575,689Net Assets 2017: $3,687,0642017Assets 2018: $5,082,445Liabilities 2018: $1,575,689Net Assets 2018: $3,506,7562018Assets 2019: $4,813,761Liabilities 2019: $1,575,689Net Assets 2019: $3,238,0722019Assets 2020: $4,637,492Liabilities 2020: $1,575,689Net Assets 2020: $3,061,8032020Assets 2021: $4,488,132Liabilities 2021: $1,575,689Net Assets 2021: $2,912,4432021Assets 2022: $4,346,024Liabilities 2022: $1,575,689Net Assets 2022: $2,770,3352022Assets 2023: $4,237,927Liabilities 2023: $1,575,689Net Assets 2023: $2,662,2382023Assets 2024: $6,929,834Liabilities 2024: $1,575,689Net Assets 2024: $5,354,1452024

Highlighted filing

2018

Assets$5,082,445
Liabilities$1,575,689
Net Assets$3,506,756
Open 2018 Filing

Operations Trend

Revenue Growth99th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $382,601Expenses 2011: $1,576,515Net Income 2011: -$1,193,9142011Revenue 2012: $137,466Expenses 2012: $593,748Net Income 2012: -$456,2822012Revenue 2013: $175,875Expenses 2013: $121,397Net Income 2013: $54,4782013Revenue 2014: $103,409Expenses 2014: $126,187Net Income 2014: -$22,7782014Revenue 2015: $92,683Expenses 2015: $626,152Net Income 2015: -$533,4692015Revenue 2016: $190,274Expenses 2016: $286,091Net Income 2016: -$95,8172016Revenue 2017: $23,265Expenses 2017: $136,831Net Income 2017: -$113,5662017Revenue 2018: $271,416Expenses 2018: $451,724Net Income 2018: -$180,3082018Revenue 2019: $69,898Expenses 2019: $338,582Net Income 2019: -$268,6842019Revenue 2020: -$3,976Expenses 2020: $172,293Net Income 2020: -$176,2692020Revenue 2021: $6,910Expenses 2021: $156,270Net Income 2021: -$149,3602021Revenue 2022: $22,086Expenses 2022: $164,194Net Income 2022: -$142,1082022Revenue 2023: $59,269Expenses 2023: $167,366Net Income 2023: -$108,0972023Revenue 2024: $2,880,113Expenses 2024: $188,206Net Income 2024: $2,691,9072024

Highlighted filing

2018

Revenue$271,416
Expenses$451,724
Net Income-$180,308
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 5, 2019
Return Version
2018v3.1
Gross Receipts
$3,250,531
Mission and Program Overview

Mission

To peform acts of kindness and love to those in need by providing food, habitat, health and education in an environment of social & economic freedom.

To perform acts of kindness and love to those in need by providing food, habitat, health and education in an environment of social & economic freedom.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,687,064$3,506,756▼ $180,308
Savings and Temporary Cash Investments$3,210,978$3,095,083▼ $115,895
Investments Other Securities$1,987,362$1,987,362→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$5,262,753$5,082,445▼ $180,308
Other Assets Total$64,413$0▼ $64,413
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,575,689$1,575,689→ $0
Total Liabilities$1,575,689$1,575,689→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,687,064$3,506,756▼ $180,308
Total Liabilities and Net Assets / Fund Balance$5,262,753$5,082,445▼ $180,308

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,987,362--
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Doris Young CoatesTrustee
Fred SchneiderTrustee
H James SchaferTrustee
Jack D SamuelsonTrustee
Reid G SamuelsonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$200,000
Program Service Revenue
$0
Investment Income
$68,388
Other Revenue
$3,028
All Other Contributions
$200,000
Change in Net Assets
$-180,308
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$322,996
Other Expenses$128,728
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$322,996--$322,996
Interest-$106,359-$106,359
Fees for Services Accounting-$12,535-$12,535
Fees for Services Legal-$9,775-$9,775
Other Expenses-$10-$10
Total Functional Expenses$322,996$128,728$0$451,724
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mount Hermon Association IncFelton, CA501(c)(3)MOUNT HERMON, A 501(C)(3) ORGANIZATION, OPERATES CHRISTIAN WILDERNESS CAMPS. EACH YEAR HUNDREDS OF YOUTH AND ADULTS ATTEND THE CAMP AND THERE LEARN ABOUT GOD AND HIS LOVE FOR THEM, AND SHOWS THEM HOW TO LEAD A CHRIST-CENTERED LIFE AS WELL AS HOW TO POSITIVELY AFFECT OTHERS TO DO THE SAME. DURING 2018, $275,000.00 CASH WAS DONATED TO ASSIST THEM WITH THEIR MISSION.$275,000
La Canada Presbyterian ChurchLa Canada, CA501(c)(3)LA CANADA PRESBYTERIAN CHURCH IS A 501(C)(3) ORGANIZATION WHICH TEACHES PEOPLE TO FOLLOW JESUS CHRIST AND BECOME INVOLVED IN THE CHRISTIAN COMMUNITY. DURING 2018, $37,500.00 CASH WAS DONATED TO ASSIST THE CHURCH WITH THEIR MISSION.$37,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Jack samuelson and reid samuelson - family relationship.”

Form 990, Part VI, Section B, Line 11B

“One of the trustees who is most intimately acquainted with the activities of the foundation reviewed the return and compared it to the foundation's financial statements. Form 990 is available to all members of the governing body and they will immediately be provided an electronic copy of form 990 upon request.”

Form 990, Part VI, Section C, Line 19

“Parties interested in the governing documents, conflict of interest policy and financial statements may obtain that information by visiting or requesting that information from samuelson foundation, 5000 edenhurst avenue, los angeles, ca 90039, telephone is 818-500-0155. Reasonable copying costs will apply for copies of documents.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Jack d. Samuelson - 5000 edenhurst avenue, los angeles, ca 90039. Reid g. Samuelson - 5000 edenhurst avenue, los angeles, ca 90039. Fred schneider - 5225 la canada blvd, la canada, ca 91011. Doris young coates - 5416 castle knoll drive, la canada, ca 91011. H james schafer - 5000 edenhurst avenue, los angeles, ca 90039.”

Filing and Contact Details

Filer

Filer Name
Samuelson Foundation
EIN
91-6468179
Phone
8185000155
Address
5000 EDENHURST AVENUE, LOS ANGELES, CA 90039

Signing Officer

Name
Reid G Samuelson
Title
Trustee
Phone
8185000155
Signed
2019-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Reid G Samuelson
Formed
2000
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Skinner Fouch & Olson Llp
Address
9846 RESEARCH DRIVE, IRVINE, CA 92618
Preparer
Lisa Annan
Phone
9492601430
Raw XML AppendixShowing 400 of 459 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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IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0135079
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0135079
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt010496
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0345355
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0345355
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt094802
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt030458
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt0178892
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt031027
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0440157
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0345355
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt030458
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt064344
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IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0240377
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt010496
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt022359
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0312500
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0135079
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IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0322996
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0345355
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0TRUSTEE REID SAMUELSON IS AN ELDER OF LA CANADA PRESBYTERIAN CHURCH AND A TRUSTEE OF OCCIDENTAL COLLEGE; AND JACK SAMUELSON IS AN ELDER OF LA CANADA PRESBYTERIAN CHURCH, A TRUSTEE EMERITUS OF OCCIDENTAL COLLEGE AND A TRUSTEE OF FULLER SEMINARY, WHICH ARE EACH SUPPORTED ORGANIZATIONS. IN ADDITION, REID SAMUELSON AND JACK SAMUELSON MAINTAIN A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH AMOS HIMMILSTEIN, THE CFO OF OCCIDENTAL COLLEGE, GARETH ICENOGLE, THE PASTOR OF LA CANADA PRESBYTERIAN CHURCH AND BOB HILLER, THE CHAIRMAN OF THE BUILDING AND GROUND COMMITTEE OF LA CANADA PRESBYTERIAN CHURCH, AND WITH TODD DERRICK, INVESTMENT MANAGER AT THE FULLER SEMINARY FOUNDATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE POLICIES OF THE INVESTMENT COMMITTEES AT THE SUPPORTED ORGANIZATIONS, IN PARTICULAR OCCIDENTAL COLLEGE AND FULLER SEMINARY, HAD SIGNIFICANT INFLUENCE ON THE SAMUELSON FOUNDATION'S INVESTMENT POLICIES. THIS CAME THROUGH QUARTERLY MEETINGS AT BOTH INSTITUTIONS' INVESTMENT COMMITTEES AS WELL AS FACE-TO-FACE OR TELEPHONIC MEETINGS BETWEEN FOUNDATION TRUSTEES AND TODD DERRICK, INVESTMENT MANAGER AT THE FULLER SEMINARY FOUNDATION AND AMOS HIMMILSTEIN, CFO OF OCCIDENTAL COLLEGE. REID SAMUELSON OR JACK SAMUELSON DISCUSSED WITH THEM AT THOSE TIMES THE PROJECT BUDGETS FOR CAPITAL PROJECTS AT OCCIDENTAL COLLEGE, FULLER SEMINARY AND LA CANADA PRESBYTERIAN CHURCH AND WAYS IN WHICH THE SAMUELSON FOUNDATION WILL USE ITS INCOME AND INVEST ITS ASSETS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE ORGANIZATION DID NOT MEET THE SECTION D DISTRIBUTION REQUIREMENT DURING 2017. DURING PREPARATION OF THE 2017 TAX RETURNS THE UNDERDISTRIBUTION ISSUE WAS BROUGHT TO THE ATTENTION OF THE TRUSTEES WHO TOOK IMMEDIATE STEPS TO CORRECT. AS OF THE FILING OF THE 2017 TAX RETURNS, THE $10,496 UNDERDISTRIBUTION FOR 2017 (AMOUNT REQUIRED TO BRING PART V, SECTION D, LINE 10 TO 33.3%) HAD BEEN DISTRIBUTED TO SUPPORTED ORGANIZATIONS. THE FAILURE TO MEET THE 2017 DISTRIBUTION REQUIREMENT WAS DUE TO A CLERICAL ERROR, WAS NOT DUE TO WILLFUL NEGLECT, AND WAS CORRECTED IMMEDIATELY AFTER THE ERROR WAS DISCOVERED. DUE TO THE REASONS EXPLAINED ABOVE THE ORGANIZATION IS REQUESTING RELIEF UNDER THE REASONABLE CAUSE EXCEPTION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, QUESTION 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, QUESTION 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART V, SECTION E REASONABLE CAUSE EXCEPTION REQUEST
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt01575689
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt03918187
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt01049473
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt02185403
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt058773
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt02259000
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt03859414
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0135079
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt05493876
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0135079
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0951765156
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1946000955
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd11
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt037500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1275000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LA CANADA PRESBYTERIAN CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1MOUNT HERMON ASSOCIATION INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0312500
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01987362
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SAMUELSON BROTHERS, INC.
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01987362
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt037500
IRS990ScheduleI/RecipientTable/CashGrantAmt1275000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0LA CANADA PRESBYTERIAN CHURCH IS A 501(C)(3) ORGANIZATION WHICH TEACHES PEOPLE TO FOLLOW JESUS CHRIST AND BECOME INVOLVED IN THE CHRISTIAN COMMUNITY. DURING 2018, $37,500.00 CASH WAS DONATED TO ASSIST THE CHURCH WITH THEIR MISSION.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1MOUNT HERMON, A 501(C)(3) ORGANIZATION, OPERATES CHRISTIAN WILDERNESS CAMPS. EACH YEAR HUNDREDS OF YOUTH AND ADULTS ATTEND THE CAMP AND THERE LEARN ABOUT GOD AND HIS LOVE FOR THEM, AND SHOWS THEM HOW TO LEAD A CHRIST-CENTERED LIFE AS WELL AS HOW TO POSITIVELY AFFECT OTHERS TO DO THE SAME. DURING 2018, $275,000.00 CASH WAS DONATED TO ASSIST THEM WITH THEIR MISSION.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LA CANADA PRESBYTERIAN CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MOUNT HERMON ASSOCIATION INC
IRS990ScheduleI/RecipientTable/RecipientEIN0951765156
IRS990ScheduleI/RecipientTable/RecipientEIN1946000955
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0626 FOOTHILL BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt130 CONFERENCE DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LA CANADA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1FELTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd091011
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd195018
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JACK SAMUELSON AND REID SAMUELSON - FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ONE OF THE TRUSTEES WHO IS MOST INTIMATELY ACQUAINTED WITH THE ACTIVITIES OF THE FOUNDATION REVIEWED THE RETURN AND COMPARED IT TO THE FOUNDATION'S FINANCIAL STATEMENTS. FORM 990 IS AVAILABLE TO ALL MEMBERS OF THE GOVERNING BODY AND THEY WILL IMMEDIATELY BE PROVIDED AN ELECTRONIC COPY OF FORM 990 UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PARTIES INTERESTED IN THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS MAY OBTAIN THAT INFORMATION BY VISITING OR REQUESTING THAT INFORMATION FROM SAMUELSON FOUNDATION, 5000 EDENHURST AVENUE, LOS ANGELES, CA 90039, TELEPHONE IS 818-500-0155. REASONABLE COPYING COSTS WILL APPLY FOR COPIES OF DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3JACK D. SAMUELSON - 5000 EDENHURST AVENUE, LOS ANGELES, CA 90039. REID G. SAMUELSON - 5000 EDENHURST AVENUE, LOS ANGELES, CA 90039. FRED SCHNEIDER - 5225 LA CANADA BLVD, LA CANADA, CA 91011. DORIS YOUNG COATES - 5416 CASTLE KNOLL DRIVE, LA CANADA, CA 91011. H JAMES SCHAFER - 5000 EDENHURST AVENUE, LOS ANGELES, CA 90039.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05262753
IRS990/TotalAssetsEOYAmt05082445
IRS990/TotalAssetsGrp/BOYAmt05262753
IRS990/TotalAssetsGrp/EOYAmt05082445
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0200000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0128728
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0322996
IRS990/TotalFunctionalExpensesGrp/TotalAmt0451724
IRS990/TotalGrossUBIAmt03028
IRS990/TotalLiabilitiesBOYAmt01575689
IRS990/TotalLiabilitiesEOYAmt01575689
IRS990/TotalLiabilitiesGrp/BOYAmt01575689
IRS990/TotalLiabilitiesGrp/EOYAmt01575689

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,082,445
Liabilities
$1,575,689
Net assets
$3,506,756
Revenue
$271,416
Expenses
$451,724
Net income
-$180,308
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.93$1.58$5.35$2.88$0.19$2.69
2023Detailed filing. Detailed filing data is available for this year.$4.24$1.58$2.66$0.06$0.17$0.11
2022Detailed filing. Detailed filing data is available for this year.$4.35$1.58$2.77$0.02$0.16$0.14
2021Detailed filing. Detailed filing data is available for this year.$4.49$1.58$2.91$0.01$0.16$0.15
2020Detailed filing. Detailed filing data is available for this year.$4.64$1.58$3.06$0.00$0.17$0.18
2019Detailed filing. Detailed filing data is available for this year.$4.81$1.58$3.24$0.07$0.34$0.27
2018Detailed filing. Detailed filing data is available for this year.$5.08$1.58$3.51$0.27$0.45$0.18
2017Detailed filing. Detailed filing data is available for this year.$5.26$1.58$3.69$0.02$0.14$0.11
2016Detailed filing. Detailed filing data is available for this year.$5.38$1.58$3.80$0.19$0.29$0.10
2015Detailed filing. Detailed filing data is available for this year.$5.47$1.58$3.90$0.09$0.63$0.53
2014Detailed filing. Detailed filing data is available for this year.$6.01$1.58$4.43$0.10$0.13$0.02
2013Summary only. Only limited summary data is available for this year.$6.03$1.58$4.45$0.18$0.12$0.05
2012Summary only. Only limited summary data is available for this year.$5.97$1.58$4.40$0.14$0.59$0.46
2011Summary only. Only limited summary data is available for this year.$6.43$1.58$4.85$0.38$1.58$1.19