Nonprofit · EIN 47-1350817
SAM SIMON CHARITABLE FOUNDATION
Tax-exempt · LOS ANGELES, CA 90064
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,801,712 | $2,645,246 | $156,466 | $4,928,091 | $91,380 | $4,836,711 |
| December 31, 2023 | 990-PF | $533,718 | $2,317,834 | -$1,784,116 | $4,726,425 | $46,180 | $4,680,245 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,774,000
- Dividends
- $27,712
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $1,330,958
- Disbursements for charitable purposes
- $2,577,942
- Excise tax on investment income
- $380
Balance sheet and other
- Total assets, start of year
- $4,726,425
- Total assets, end of year
- $4,928,091
- Total liabilities, end of year
- $91,380
- Net assets, end of year
- $4,836,711
- Fair market value of assets
- $4,928,091
- Qualifying distributions
- $2,577,942
- Net investment income
- $27,712
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 | Other / benefits |
|---|---|---|---|---|
| RICK L MORI 6070 RAMIREZ CANYON ROAD, MALIBU, CA 90265 | VETERINARIAN Highest-paid employee | 24 | $175,988 | $0 |
| SHIRA H LIEBERMAN 6070 RAMIREZ CANYON ROAD, MALIBU, CA 90265 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $170,470 | $11,890 |
| KIM E MEINHARDT 6070 RAMIREZ CANYON ROAD, MALIBU, CA 90265 | TRAINER Highest-paid employee | 40 | $104,042 | $23,595 |
| LORI A RAMEY 6070 RAMIREZ CANYON ROAD, MALIBU, CA 90265 | TRAINER Highest-paid employee | 40 | $104,042 | $22,704 |
| BARBARA V MEINHARDT 6070 RAMIREZ CANYON ROAD, MALIBU, CA 90265 | SUPERVISOR Highest-paid employee | 40 | $102,276 | $18,714 |
| JULIE MILLER C/O HOLTHOUSE CARLIN VAN TRIGT LL, 11444 W OLYMPIC BLVD 11TH FLOOR, LOS ANGELES, CA 90064 | PRESIDENT/DIRECTOR | 11 | $0 | $0 |
| ROBIN PAULE C/O HOLTHOUSE CARLIN VAN TRIGT LL, 11444 W OLYMPIC BLVD 11TH FLOOR, LOS ANGELES, CA 90064 | SECRETARY/DIRECTOR | 0.5 | $0 | $0 |
| STEPHANIE WILKINSON C/O HOLTHOUSE CARLIN VAN TRIGT LL, 11444 W OLYMPIC BLVD 11TH FLOOR, LOS ANGELES, CA 90064 | TREASURER/DIRECTOR | 0.5 | $0 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RICK L MORI 6070 RAMIREZ CANYON ROAD, MALIBU, CA 90265 | VETERINARIAN Highest-paid employee | 24 | $170,247 | $0 |
| SHIRA H LIEBERMAN 6070 RAMIREZ CANYON ROAD, MALIBU, CA 90265 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $155,292 | $10,153 |
| KIM E MEINHARDT 6070 RAMIREZ CANYON ROAD, MALIBU, CA 90265 | TRAINER Highest-paid employee | 40 | $98,389 | $17,077 |
| LORI A RAMEY 6070 RAMIREZ CANYON ROAD, MALIBU, CA 90265 | TRAINER Highest-paid employee | 40 | $98,389 | $15,192 |
| BARBARA V MEINHARDT 6070 RAMIREZ CANYON ROAD, MALIBU, CA 90265 | SUPERVISOR Highest-paid employee | 40 | $96,719 | $12,534 |
| JULIE MILLER C/O HOLTHOUSE CARLIN VAN TRIGT LL, 11444 W OLYMPIC BLVD 11TH FLOOR, LOS ANGELES, CA 90064 | PRESIDENT/DIRECTOR | 11 | $0 | $0 |
| ROBIN PAULE C/O HOLTHOUSE CARLIN VAN TRIGT LL, 3011 TOWNSGATE ROAD SUITE 400, WESTLAKE VILLAGE, CA 91361 | SECRETARY/DIRECTOR | 0.5 | $0 | $0 |
| STEPHANIE WILKINSON C/O HOLTHOUSE CARLIN VAN TRIGT LL, 3011 TOWNSGATE ROAD SUITE 400, WESTLAKE VILLAGE, CA 91361 | TREASURER/DIRECTOR | 0.5 | $0 | $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/DIRECTOR
- Phone
- (805) 374-8555
- Return prepared by
- HOLTHOUSE CARLIN & VAN TRIGT LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 47-1350817 or by the name SAM SIMON CHARITABLE FOUNDATION.
- 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
- 47-1350817
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,928,091
- Income (IRS master file)
- $2,801,712
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,801,712 | $2,645,246 | $4,928,091 | IRS |
| 990-PF | December 2023 | $533,718 | $2,317,834 | $4,726,425 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 47-1350817).
Questions about SAM SIMON CHARITABLE FOUNDATION
- What is the EIN of SAM SIMON CHARITABLE FOUNDATION?
- The employer identification number (EIN) of SAM SIMON CHARITABLE FOUNDATION is 47-1350817.
- Is SAM SIMON CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Which annual return does SAM SIMON CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAM SIMON CHARITABLE FOUNDATION 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 FOUNDATION 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 FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 8 people; 5 received compensation from the organization, the highest $175,988 (RICK L MORI, VETERINARIAN).
- How much revenue does SAM SIMON CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,801,712, expenses of $2,645,246 and total assets of $4,928,091 at year end.
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