2024-11-11T23:22:07-06:00 2023-12-31 HOLTHOUSE CARLIN & VAN TRIGT LLP 3011 TOWNSGATE ROAD SUITE 400 WESTLAKE VILLAGE CA 91361 990PF 2023-01-01 471350817 THE SAM SIMON CHARITABLE FOUNDATION % HOLTHOUSE CARLIN & VAN TRIG SAMS 8053748555 3011 TOWNSGATE ROAD SUITE 400 WESTLAKE VILLAGE CA 91361 JULIE MILLER PRESIDENT/DIRECTOR 8053748555 2024-11-15 true true ROBIN M PAULE P00358939 8053748555 2023 2024-10-15 13:58:12Z X 4726425 X 500000 34505 34505 34505 -787 0 0 533718 34505 34505 0 1178044 1178044 5250 0 0 5250 147723 0 0 147723 93847 93847 67430 20960 20960 804580 911790 2317834 0 0 2357614 0 0 2317834 0 0 2357614 -1784116 34505 34505 2744 2462 2462 2032110 4422 4422 8270 21104 21104 4272626 529603 3788230 3743023 3743023 785462 955414 955414 6616816 4726425 4726425 152455 46180 152455 46180 X 6464361 4680245 6464361 4680245 6616816 4726425 6464361 -1784116 4680245 4680245 LAND IMPROVEMENTS P 2012-09-26 2023-12-31 0 284 -284 -284 SECURITY GATE P 2015-03-26 2023-12-31 0 386 -386 -386 TRUCK IMPROVEMENT P 2019-05-16 2023-12-31 0 117 -117 -117 -787 480 480 480 728 0 500 1228 748 748 false false false false false false true true true CA DE true true false false false true N/A HOLTHOUSE CARLIN & VAN TRIGT 4242087700 11444 WEST OLYMPIC BLVD 11TH FLOO LOS ANGELES CA 90064 false false false false true false false false false false false false false false false false false false false false false false JULIE MILLER C/O HOLTHOUSE CARLIN VAN TRIGT LL 11444 W OLYMPIC BLVD 11TH FLOOR LOS ANGELES CA 90064 PRESIDENT/DIRECTOR 11.0 0 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 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 0 SHIRA H LIEBERMAN 6070 RAMIREZ CANYON ROAD MALIBU CA 90265 EXECUTIVE DIRECTOR 40.0 155292 10153 0 KIM E MEINHARDT 6070 RAMIREZ CANYON ROAD MALIBU CA 90265 TRAINER 40.0 98389 17077 0 LORI A RAMEY 6070 RAMIREZ CANYON ROAD MALIBU CA 90265 TRAINER 40.0 98389 15192 0 RICK L MORI 6070 RAMIREZ CANYON ROAD MALIBU CA 90265 VETERINARIAN 24.0 170247 0 0 BARBARA V MEINHARDT 6070 RAMIREZ CANYON ROAD MALIBU CA 90265 SUPERVISOR 40.0 96719 12534 0 6 HOLTHOUSE CARLIN & VAN TRIGT LLP 11444 W OLYMPIC BLVD 11TH FLOOR LOS ANGELES CA 90064 ACCOUNTING& TAX PREP 147723 MOBILE CLINIC VAN THAT PROVIDES SPAY, NEUTER, AND OTHER VETERINARY SERVICES TO LOW INCOME FAMILIES. 1313301 ASSISTANCE DOGS PROGRAM WHICH INCLUDES TRAINING FOR THE DEAF AND HARD OF HEARING, COMBAT VETERANS WITH PTSD/TBI AND CAREER CHANGE DOGS FOR COMPANIONSHIP. 928726 0 915022 33212 948234 0 948234 14224 934010 46701 X 2357614 0 0 0 0 2357614 0 0 2021 2020 2019 0 0 0 0 0 0 0 0 0 0 0 0 0 2015-02-02 X 34505 1098 36 3641 39280 29329 933 31 3095 33388 2357614 1903197 1889533 1945617 8095961 2357614 1903197 1889533 1945617 8095961 0 0 0 31134 17742 21727 36060 106663 0 0 0 0 NA NA X 14 34505 18 -787 33718 33718 false false false false false false false false false false X X 1 SAM SIMON CHARITABLE GIVING FOUNDAT 3011 TOWNSGATE ROAD SUITE 400 WESTLAKE VILLAGE CA 91361 500000 X ACCOUNTING AND TAX PREPARATION 147723 147723 WEBSITE 2003-10-21 9750 9750 SL 3 TRUCK 2004-02-18 86844 86844 SL 5 TRUCK 2004-02-19 45487 45487 SL 5 TRUCK 2004-03-23 5504 5504 SL 5 CAR WRAP 2011-06-30 5123 5123 SL 5 WEBSITE 2013-07-18 2660 2660 SL 3 COMPUTER EQUIPMENT 2015-06-18 2097 2097 SL 5 COMPUTER EQUIPMENT 2015-06-18 404 404 SL 5 SURGICAL LAMP 2015-07-28 3553 3553 SL 5 LAND 2004-01-07 3420872 L BUILDING IMPROV. 2010-11-23 3438 1063 SL 39 88 WASHING MACHINE 2011-06-07 1099 1099 SLA 5 LAND IMPROVEMENTS 2012-09-26 1150 789 SL 15 77 SEPTIC TANK 2013-09-30 17508 10795 SL 15 1167 WASHING MACHINE 2013-04-13 1010 1010 SL 5 EQUIPMENT 2013-11-10 10895 10895 SL 5 BOOSTER PUMP 2014-03-06 11120 6547 SL 15 741 DRYER 2015-02-19 868 868 SL 5 SECURITY GATE 2015-03-26 500 101 SL 39 13 AWNING 2017-06-14 1581 1262 SL 7 226 LAND IMPROVEMENTS 2017-05-08 4965 1876 SL 15 331 BUILDING IMPROV. 2017-03-15 3832 572 SL 39 98 2013 EXPEDITION 2017-03-31 30978 30978 SL 5 VETCORDER 2018-11-28 1024 837 SL 5 187 REFRIGERATOR 2018-12-31 1775 1420 SL 5 355 FLOORING 2018-10-03 8986 5457 SL 7 1284 WATER TANK 2018-10-11 8513 2414 SL 15 568 FENCING 2018-05-23 2250 688 SL 15 150 LAND IMPROVEMENTS 2018-05-07 16730 5204 SL 15 1115 FURNITURE 2018-04-25 2044 1363 SL 7 292 GENERATOR 2018-12-31 1302 1040 SL 5 260 GENERATOR 2018-12-31 1040 832 SL 5 208 ELECTRICAL PANEL 2018-12-13 3920 412 SL 39 101 GOLF CART 2018-12-12 10536 8604 SL 5 1932 BUILDING 2004-01-07 89769 43735 SL 39 2302 COMPUTER 2018-12-28 1832 1464 SL 5 368 TRUCK IMPROVEMENT 2019-05-16 1396 1000 SL 5 279 TRUCK 2019-10-10 85578 55627 SL 5 17116 LAND IMPROVEMENTS 2019-05-01 9830 2402 SL 15 655 LAND IMPROVEMENTS 2019-07-01 2582 602 SL 15 172 LAND IMPROVEMENTS 2019-12-05 2022 416 SL 15 135 LAND IMPROVEMENTS 2019-12-05 1076 222 SL 15 72 BLINDS 2019-06-27 1382 690 SL 7 197 LIGHTING 2019-06-06 1775 910 SL 7 254 WEBSITE 2019-07-31 2040 2040 SL 3 LAWNMOWER 2019-01-10 1200 960 SL 5 240 SHED 2019-02-11 4176 1089 SL 15 278 FENCING 2019-03-05 2830 724 SL 15 189 LAND IMPROVEMENTS 2019-03-08 1485 380 SL 15 99 TRAILER 2019-03-08 58158 44589 SL 5 11632 BUILDING IMPROV. 2019-04-24 27677 2603 SL 39 710 LAND IMPROVEMENTS 2019-07-22 37740 8596 SL 15 2516 LAND IMPROVEMENTS 2019-11-06 39500 8338 SL 15 2633 FENCING 2019-09-05 3650 810 SL 15 243 TRAILER IMPROV. 2019-05-01 3334 2446 SL 5 667 ID CARD PRINTER 2019-07-24 1180 806 SL 5 236 LAND IMPROVEMENTS 2019-08-22 21500 4777 SL 15 1433 GATE IMPROVEMENT 2019-11-12 18140 3829 SL 15 1209 GATE MOTOR 2020-09-22 6290 2831 SL 5 1258 GATE LIFTMASTER 2020-03-17 10646 5855 SL 5 2129 WEBSITE 2020-03-11 2720 2570 SL 3 150 BUILDING IMPROV. 2020-09-24 2185 126 SL 39 56 IRRIGATION SYSTEM 2020-10-06 1470 221 SL 15 98 LAND IMPROVEMENTS 2020-12-08 1491 206 SL 15 99 WELL PUMP 2021-06-30 1488 149 SL 15 99 WATER HEATER 2021-08-10 3800 1077 SL 5 760 2007 FORD ESCAPE 2021-02-19 3500 1283 SL 5 700 GENERATOR 2022-07-19 16367 1364 SL 5 3273 A/C UNIT 2022-06-14 7001 583 SL 7 1000 SURGICAL EQUIPMENT 2022-12-08 5421 90 SL 5 1084 RECLINING CHAIR 2022-02-01 2737 358 SL 7 391 FENCING POSTS 2022-01-18 2812 172 SL 15 187 HP PUMPS & MOTORS 2022-05-12 10400 462 SL 15 693 TURF 2022-11-10 8220 91 SL 15 548 INSTALLATION VALVE 2022-06-30 2200 220 SL 5 440 PATIO COVERS 2022-07-21 12380 132 SL 39 317 AUTO EQUIPMENT 2022-12-06 2324 39 SL 5 465 REFRIGERATOR 2023-12-15 1083 SL 5 18 COMPUTER EQUIPMENT 2023-05-02 1877 SL 5 250 SHELVING UNIT 2023-04-03 1280 SL 7 137 LAND IMPROVEMENT 2023-10-26 8520 SL 15 95 FENCING 2023-05-11 2150 SL 15 96 TRAILER IMPROVMENT 2023-05-22 1350 SL 5 158 A/C SPILT UNIT 2023-05-22 6750 SL 39 101 WEBSITE 9750 9750 TRUCK 86844 86844 TRUCK 45487 45487 TRUCK 5504 5504 CAR WRAP 5123 5123 WEBSITE 2660 2660 COMPUTER EQUIPMENT 2097 2097 COMPUTER EQUIPMENT 404 404 SURGICAL LAMP 3553 3553 LAND 3420872 3420872 BUILDING IMPROV. 3438 1151 2287 WASHING MACHINE 1099 1099 LAND IMPROVEMENTS SEPTIC TANK 17508 11962 5546 WASHING MACHINE 1010 1010 EQUIPMENT 10895 10895 BOOSTER PUMP 11120 7288 3832 DRYER 868 868 SECURITY GATE AWNING 1581 1488 93 LAND IMPROVEMENTS 4965 2207 2758 BUILDING IMPROV. 3832 670 3162 2013 EXPEDITION 30978 30978 VETCORDER 1024 1024 REFRIGERATOR 1775 1775 FLOORING 8986 6741 2245 WATER TANK 8513 2982 5531 FENCING 2250 838 1412 LAND IMPROVEMENTS 16730 6319 10411 FURNITURE 2044 1655 389 GENERATOR 1302 1300 2 GENERATOR 1040 1040 ELECTRICAL PANEL 3920 513 3407 GOLF CART 10536 10536 BUILDING 89769 46037 43732 COMPUTER 1832 1832 TRUCK IMPROVEMENT TRUCK 85578 72743 12835 LAND IMPROVEMENTS 9830 3057 6773 LAND IMPROVEMENTS 2582 774 1808 LAND IMPROVEMENTS 2022 551 1471 LAND IMPROVEMENTS 1076 294 782 BLINDS 1382 887 495 LIGHTING 1775 1164 611 WEBSITE 2040 2040 LAWNMOWER 1200 1200 SHED 4176 1367 2809 FENCING 2830 913 1917 LAND IMPROVEMENTS 1485 479 1006 TRAILER 58158 56221 1937 BUILDING IMPROV. 27677 3313 24364 LAND IMPROVEMENTS 37740 11112 26628 LAND IMPROVEMENTS 39500 10971 28529 FENCING 3650 1053 2597 TRAILER IMPROV. 3334 3113 221 ID CARD PRINTER 1180 1042 138 LAND IMPROVEMENTS 21500 6210 15290 GATE IMPROVEMENT 18140 5038 13102 GATE MOTOR 6290 4089 2201 GATE LIFTMASTER 10646 7984 2662 WEBSITE 2720 2720 BUILDING IMPROV. 2185 182 2003 IRRIGATION SYSTEM 1470 319 1151 LAND IMPROVEMENTS 1491 305 1186 WELL PUMP 1488 248 1240 WATER HEATER 3800 1837 1963 2007 FORD ESCAPE 3500 1983 1517 GENERATOR 16367 4637 11730 A/C UNIT 7001 1583 5418 SURGICAL EQUIPMENT 5421 1174 4247 RECLINING CHAIR 2737 749 1988 FENCING POSTS 2812 359 2453 HP PUMPS & MOTORS 10400 1155 9245 TURF 8220 639 7581 INSTALLATION VALVE 2200 660 1540 PATIO COVERS 12380 449 11931 AUTO EQUIPMENT 2324 504 1820 REFRIGERATOR 1083 18 1065 COMPUTER EQUIPMENT 1877 250 1627 SHELVING UNIT 1280 137 1143 LAND IMPROVEMENT 8520 95 8425 FENCING 2150 96 2054 TRAILER IMPROVMENT 1350 158 1192 A/C SPILT UNIT 6750 101 6649 THIS STATEMENT IS SUBMITTED IN ACCORDANCE WITH REG. 1.6043-3(A)(1) AND FORM 990-PF GENERAL INSTRUCTION T TO REPORT THE DISTRIBUTION OF CERTAIN ASSETS THAT RESULTED IN A SUBSTANTIAL CONTRACTION OF ASSETS DURING THE CURRENT TAX YEAR. DURING 2023, THE SAM SIMON CHARITABLE FOUNDATION MADE DISTRIBUTIONS OF $1,784,116 FROM SOURCES OTHER THAN CURRENT INCOME. SUCH DISTRIBUTIONS REPRESENTED 27.60% OF THE SAM SIMON CHARITABLE FOUNDATION'S NET ASSETS OF $6,464,361 (AS MEASURED BY FAIR MARKET VALUE) AT THE BEGINNING OF 2023. PLEASE SEE FORM 990-PF PAGE 1 FOR DETAIL OF THE DISTRIBUTIONS MADE. DISTRIBUTIONS FROM SOURCES OTHER THAN CURRENT INCOME: TOTAL DISTRIBUTIONS OF ASSETS 2,317,834 LESS: CURRENT INCOME - $ 533,718 TOTAL DISTRIBUTIONS FROM OTHER SOURCES $1,784,116 LEGAL FEES 5250 5250 WEBSITE NOT YET PLACED 0 0 0 IN SERVICE 42333 42333 42333 BUILDING NOT YET PLACED 0 0 0 IN SERVICE 743129 913081 913081 ADVERTISING 539 539 ANIMAL CARE & EXPENSES 211490 211490 AUTO EXPENSES 20453 20453 COMPUTER EXPENSES 18463 18463 GROUNDS MAINT. / LANDSCAPING 130681 130681 HOUSE EXPENSES 12016 12016 INSURANCE EXPENSE 229784 229784 OFFICE SUPPLIES 15010 15010 PAYROLL SERVICE FEES 8821 8821 PROMOTION 14544 14544 POSTAGE 1163 1163 STAFF MEETING 360 360 TELEPHONE 12192 12192 LICENSES & FILING FEES 8121 8121 UNIFORMS 99 99 UTILITIES 45225 45225 WEBSITE 26192 26192 CY ACCRUAL TO CASH ADJUSTMENT -37184 PY ACCRUAL TO CASH ADJUSTMENT 144394 OUTSIDE SERVICES 3658 3658 P.O. BOX RENTAL 984 984 CLINIC EXPENSES 3039 3039 EDUCATION EXPENSE 709 709 GENERAL FUND 3301 3301 BROKER FEES 34059 34059 MOVING FEES & EXPENSES 3017 3017 SECURITY AND PROTECTION 660 660 PAYROLL TAXES 93297 93297 PROPERTY TAXES 550 550