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
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 publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
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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