Sam Simon Charitable Giving Foundation Inc
- Assets
- $290.7m
- Revenue
- $22.1m
- Investments
- $280.7m
- Employees
- 0
- Location
- Westlake Village, CA
- Founding
- 11/2014
- Data as of
- 12/2021
- EIN
- 46-5575133
Organization Overview
Sam Simon Charitable Giving Foundation Inc is located in Westlake Village, CA. The organization was established in 2014. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Sam Simon Charitable Giving Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Sam Simon Charitable Giving Foundation Inc generated $22.1m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 7.8% each year. All expenses for the organization totaled $10.8m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Sam Simon Charitable Giving Foundation Inc has awarded 99 individual grants totaling $28,027,070. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Julie Miller President/director | 10 | $341,250 | |
Stephen Davis Director | 1 | $0 | |
Stephanie Wilkinson Treasurer/director | 1 | $0 | |
Robin Paule Secretary/director | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
The Capital Group | 12/30/21 | $95,165 |
Goldman Sachs & Co Llc | 12/30/21 | $395,471 |
Jmc Philanthropic Advisors Inc | 12/30/21 | $138,000 |
Holthouse Carlin & Van Trigt Llp | 12/30/21 | $78,169 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $458,825 |
| Dividends & Interest | $17,961,200 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $3,663,581 |
| Capital Gain Net Income | $3,664,135 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $19,293 |
| Total Revenue | $22,102,899 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $341,250 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $346,063 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $78,962 |
| Total operating and administrative expenses | $1,577,177 |
| Contributions, gifts, grants paid | $9,177,000 |
| Total expenses and disbursements | $10,754,177 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $9,034,707 |
| Savings and temporary cash investments | $780,942 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $83,271 |
| Investments—mortgage loans | $0 |
| Investments—other | $9,895,469 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $87,863 |
| Total assets | $290,692,369 |
| Accounts payable and accrued expenses | $49,468 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $49,468 |
Grants Awarded
Over the last fiscal year, Sam Simon Charitable Giving Foundation Inc has awarded $9,177,000 in support to 33 organizations.
| Grant Recipient | Amount |
|---|---|
Westlake Village, CA PURPOSE: TO SUPPORT THE ONGOING CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL ACTIVITIES OF THE GRANTEE. | $3,000,000 |
Westlake Village, CA PURPOSE: TO SUPPORT THE ONGOING CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL ACTIVITIES OF THE GRANTEE. | $1,500,000 |
Norfolk, VA PURPOSE: TO SUPPORT THE SAM SIMON ANIMAL RESCUE FUND, CRUELTY INVESTIGATIONS AND INTERVENTIONS, AND ORGANIZATIONAL CAPACITY BUILDING. | $1,000,000 |
KIPP LA SCHOOLS PURPOSE: TO SUPPORT KIPP THROUGH COLLEGE PROGRAM. | $350,000 |
Los Angeles, CA PURPOSE: TO SUPPORT COVID-19 SKID ROW & OUTREACH INTEGRATION RESPONSE. | $312,000 |
Los Angeles, CA PURPOSE: TO SUPPORT INVESTIGATIONS UNIT. | $250,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Kavli Foundation Los Angeles, CA | $672,190,947 | $63,900,227 |
Oprah Winfrey Charitable Foundation Los Angeles, CA | $244,908,730 | $15,499,605 |
Reed Family Giving Palo Alto, CA | $0 | $1,785,630 |
Perenchio Foundation Pasadena, CA | $23,143,013 | $16,139,490 |
Elbridge Stuart Foundation San Francisco, CA | $0 | $50,927,983 |
Chamberlin Family Foundation Richmond, CA | $3,805,906 | $611,005 |
May And Stanley Smith Charitable Trust Corte Madera, CA | $490,127,774 | $29,599,485 |
Diane And Bruce Halle Foundation Scottsdale, AZ | $130,264 | $31,307,586 |
Cyrus Tang Foundation Las Vegas, NV | $882,448,132 | $23,435,848 |
Scully Memorial Foundation San Rafael, CA | $838,174,417 | $32,779,151 |
Kate B Reynolds Charitable Trust Las Vegas, NV | $458,547,474 | $24,205,244 |
Windsong Tr Manhattan Beach, CA | $426,534,426 | $49,190,132 |