Nonprofit · EIN 33-0758237
SAMUELI FOUNDATION
Tax-exempt · CORONA DL MAR, CA 92625
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $104,281,760 | $89,164,156 | $15,117,604 | $62,247,674 | $8,829 | $62,238,845 |
| December 31, 2023 | 990-PF | $53,953,464 | $38,090,975 | $15,862,489 | $45,536,119 | $545 | $45,535,574 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $102,054,916
- Dividends
- $73,230
- Interest
- $2,614,750
- Net gain from sales of assets
- -$461,136
Expenses
- Grants and similar amounts paid
- $80,597,050
- Compensation of officers, directors and key employees
- $1,130,049
- Salaries, compensation and benefits (total)
- $1,923,434
- Disbursements for charitable purposes
- $85,860,872
- Excise tax on investment income
- $1,436,326
Balance sheet and other
- Total assets, start of year
- $45,536,119
- Total assets, end of year
- $62,247,674
- Total liabilities, end of year
- $8,829
- Net assets, end of year
- $62,238,845
- Fair market value of assets
- $62,247,674
- Qualifying distributions
- $85,860,872
- Net investment income
- $104,124,819
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 |
|---|---|---|---|---|
| LINDSEY SPINDLE 2101 E COAST HIGHWAY SUITE 300, CORONA DEL MAR, CA 92625 | DIRECTOR | 65 | $1,130,049 | $41,055 |
| SHAUNTINA SORRELLS 2101 E COAST HIGHWAY SUITE 300, CORONA DEL MAR, CA 92625 | CHIEF PROGRAM OFFICE Highest-paid employee | 40 | $402,037 | $16,032 |
| MICHELLE FREEMAN 2101 E COAST HIGHWAY SUITE 300, CORONA DEL MAR, CA 92625 | CHIEF OF STAFF Highest-paid employee | 40 | $372,055 | $26,788 |
| MICHELLE EDWARDS 2101 E COAST HIGHWAY SUITE 300, CORONA DEL MAR, CA 92625 | DIRECTOR GRANTS MANA Highest-paid employee | 40 | $277,566 | $13,909 |
| WENDY ARCIERO 2101 E COAST HIGHWAY SUITE 300, CORONA DEL MAR, CA 92625 | EXECUTIVE DIRECTOR, Highest-paid employee | 40 | $217,290 | $28,465 |
| ANDREA MARTINEZ 2101 E COAST HIGHWAY SUITE 300, CORONA DEL MAR, CA 92625 | PROJECT MANAGER Highest-paid employee | 40 | $171,239 | $13,571 |
| SUSAN SAMUELI 2101 E COAST HIGHWAY SUITE 300, CORONA DEL MAR, CA 92625 | PRESIDENT | 10 | $0 | $0 |
| HENRY SAMUELI 2101 E COAST HIGHWAY SUITE 300, CORONA DEL MAR, CA 92625 | VICE PRESIDENT | 10 | $0 | $0 |
| MICHAEL SCHULMAN 2101 E COAST HIGHWAY SUITE 300, CORONA DEL MAR, CA 92625 | CFO & SECRETARY | 10 | $0 | $0 |
| ERIN SAMUELI 2101 E COAST HIGHWAY SUITE 300, CORONA DEL MAR, CA 92625 | DIRECTOR | 2 | $0 | $0 |
| GORDON GREENBERG 2101 E COAST HIGHWAY SUITE 300, CORONA DEL MAR, CA 92625 | DIRECTOR | 2 | $0 | $0 |
| SHAISTA MALIK 2101 E COAST HIGHWAY SUITE 300, CORONA DEL MAR, CA 92625 | DIRECTOR | 2 | $0 | $0 |
990-PF for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LINDSEY SPINDLE 2101 E COAST HIGHWAY SUITE 300, CORONA DEL MAR, CA 92625 | DIRECTOR | 65 | $940,874 | $55,831 |
| MICHELLE FREEMAN 2101 E COAST HIGHWAY SUITE 300, CORONA DEL MAR, CA 92625 | CHIEF OF STAFF Highest-paid employee | 40 | $273,804 | $41,873 |
| JOAN WALTER 2101 E COAST HIGHWAY SUITE 300, CORONA DEL MAR, CA 92625 | SENIOR DIRECTOR, PRO Highest-paid employee | 40 | $234,148 | $4,626 |
| WENDY ACIERO 2101 E COAST HIGHWAY SUITE 300, CORONA DEL MAR, CA 92625 | EXECUTIVE DIRECTOR, Highest-paid employee | 40 | $147,417 | $44,831 |
| VICTORIA TORRES 2101 E COAST HIGHWAY SUITE 300, CORONA DEL MAR, CA 92625 | PROGRAM DIRECTOR Highest-paid employee | 40 | $111,997 | $19,560 |
| WAYAN KAUFMAN 2101 E COAST HIGHWAY SUITE 300, CORONA DEL MAR, CA 92625 | GRANTS ADMINISTRATOR Highest-paid employee | 40 | $89,729 | $6,280 |
| SUSAN SAMUELI 2101 E COAST HIGHWAY SUITE 300, CORONA DEL MAR, CA 92625 | PRESIDENT | 10 | $0 | $0 |
| HENRY SAMUELI 2101 E COAST HIGHWAY SUITE 300, CORONA DEL MAR, CA 92625 | VICE PRESIDENT | 10 | $0 | $0 |
| MICHAEL SCHULMAN 2101 E COAST HIGHWAY SUITE 300, CORONA DEL MAR, CA 92625 | CFO & SECRETARY | 10 | $0 | $0 |
| ERIN SAMUELI 2101 E COAST HIGHWAY SUITE 300, CORONA DEL MAR, CA 92625 | DIRECTOR | 10 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2101 E COAST HWY STE 300, CORONA DL MAR, CA 92625-1941
- In care of
- % HENRY SAMUELI
- Signed the 990-PF
- MICHAEL SCHULMAN, CFO & SECRETARY
- Phone
- (949) 760-4300
- Website
- WWW.SAMUELI.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0758237 or by the name SAMUELI 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
- 33-0758237
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $62,247,674
- Income (IRS master file)
- $206,336,676
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $104,281,760 | $89,164,156 | $62,247,674 | XML |
| 990-PF | December 2023 | $53,953,464 | $38,090,975 | $45,536,119 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 33-0758237).
Questions about SAMUELI FOUNDATION
- What is the EIN of SAMUELI FOUNDATION?
- The employer identification number (EIN) of SAMUELI FOUNDATION is 33-0758237.
- Is SAMUELI FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to SAMUELI FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAMUELI FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAMUELI 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 SAMUELI 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 SAMUELI FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 12 people; 6 received compensation from the organization, the highest $1,130,049 (LINDSEY SPINDLE, DIRECTOR).
- How much revenue does SAMUELI FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $104,281,760, expenses of $89,164,156 and total assets of $62,247,674 at year end.
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All nonprofits in CORONA DL MAR · California · Philanthropy, voluntarism and grantmaking foundations