Nonprofit · EIN 46-5575133
SAM SIMON CHARITABLE GIVING FOUNDATION INC
Tax-exempt · LOS ANGELES, CA 90064
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $23,410,957 | $18,805,833 | $4,605,124 | $283,825,039 | $110,604 | $283,714,435 |
| December 31, 2023 | 990-PF | $22,498,976 | $11,722,786 | $10,776,190 | $275,982,407 | $32,090 | $275,950,317 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $20,634,712
- Interest
- $1,186,438
- Net gain from sales of assets
- $1,494,275
- Other income
- $95,532
Expenses
- Grants and similar amounts paid
- $17,088,000
- Compensation of officers, directors and key employees
- $371,698
- Disbursements for charitable purposes
- $17,842,896
- Excise tax on investment income
- $352,662
Balance sheet and other
- Total assets, start of year
- $275,982,407
- Total assets, end of year
- $283,825,039
- Total liabilities, end of year
- $110,604
- Net assets, end of year
- $283,714,435
- Fair market value of assets
- $283,825,039
- Qualifying distributions
- $17,842,896
- Net investment income
- $26,016,948
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE MILLER C/O HOLTHOUSE CARLIN VAN TRIGT LL, 11444 W Olympic Blvd 11th Floor, LOS ANGELES, CA 90064 | PRESIDENT/DIRECTOR | 11 | $371,698 |
| ROBIN PAULE C/O HOLTHOUSE CARLIN VAN TRIGT LL, 11444 W Olympic Blvd 11th Floor, LOS ANGELES, CA 90064 | SECRETARY/DIRECTOR | 1.5 | $0 |
| STEPHANIE WILKINSON C/O HOLTHOUSE CARLIN VAN TRIGT LL, 11444 W Olympic Blvd 11th Floor, LOS ANGELES, CA 90064 | TREASURER/DIRECTOR | 1 | $0 |
| STEPHEN DAVIS C/O HOLTHOUSE CARLIN VAN TRIGT LL, 11444 W Olympic Blvd 11th Floor, LOS ANGELES, CA 90064 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE MILLER C/O HOLTHOUSE CARLIN VAN TRIGT LL, 11444 W Olympic Blvd 11th Floor, LOS ANGELES, CA 90064 | PRESIDENT/DIRECTOR | 11 | $301,275 |
| ROBIN PAULE C/O HOLTHOUSE CARLIN VAN TRIGT LL, 3011 TOWNSGATE ROAD SUITE 400, WESTLAKE VILLAGE, CA 91361 | SECRETARY/DIRECTOR | 1.5 | $0 |
| STEPHANIE WILKINSON C/O HOLTHOUSE CARLIN VAN TRIGT LL, 3011 TOWNSGATE ROAD SUITE 400, WESTLAKE VILLAGE, CA 91361 | TREASURER/DIRECTOR | 1 | $0 |
| STEPHEN DAVIS C/O HOLTHOUSE CARLIN VAN TRIGT LL, 3011 TOWNSGATE ROAD SUITE 400, Westlake Village, CA 91361 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 11444 W OLYMPIC BLVD 11TH FLOOR, LOS ANGELES, CA 90064-1500
- In care of
- % HOLTHOUSE CARLIN & VAN TRIG
- Signed the 990-PF
- JULIE MILLER, PRESIDENT
- Phone
- (805) 374-8555
- Website
- WWW.SSCGF.ORG
- Return prepared by
- HOLTHOUSE CARLIN & VAN TRIGT LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 46-5575133 or by the name SAM SIMON CHARITABLE GIVING FOUNDATION INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 46-5575133
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $283,825,039
- Income (IRS master file)
- $49,485,496
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $23,410,957 | $18,805,833 | $283,825,039 | XML |
| 990-PF | December 2023 | $22,498,976 | $11,722,786 | $275,982,407 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-5575133).
Questions about SAM SIMON CHARITABLE GIVING FOUNDATION INC
- What is the EIN of SAM SIMON CHARITABLE GIVING FOUNDATION INC?
- The employer identification number (EIN) of SAM SIMON CHARITABLE GIVING FOUNDATION INC is 46-5575133.
- Is SAM SIMON CHARITABLE GIVING FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to SAM SIMON CHARITABLE GIVING FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAM SIMON CHARITABLE GIVING FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAM SIMON CHARITABLE GIVING FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAM SIMON CHARITABLE GIVING FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of SAM SIMON CHARITABLE GIVING FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $371,698 (JULIE MILLER, PRESIDENT/DIRECTOR).
- How much revenue does SAM SIMON CHARITABLE GIVING FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $23,410,957, expenses of $18,805,833 and total assets of $283,825,039 at year end.
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