THE SAM SIMON CHARITABLE FOUNDATION

WESTLAKE VILLAGE, CA 91361 EIN 471350817

https://N/A
$4.7M Total Assets (2023)
$0 Avg Yearly Giving
$0 Giving on File
0 Grants on File
N/A Avg Grant Size

About

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

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Phone 8053748555

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2018 N/A $6.1M $2.2M N/A
2019 N/A $6.1M $1.9M N/A
2020 N/A $4.2M $71K N/A
2022 N/A $6.6M $3.3M N/A
2023 N/A $4.7M $534K N/A

Geographic Distribution

US Grant Distribution Map

Key Personnel

NameTitleCompensation
JULIE MILLER PRESIDENT/DIRECTOR
STEPHANIE WILKINSON TREASURER/DIRECTOR
ROBIN PAULE SECRETARY/DIRECTOR
STEPHEN DAVIS DIRECTOR

Grants Awarded (0 total)

RecipientLocationAmountPurposeYear