2023-08-31T11:50:22-05:00 2022-12-31 201484966 SKINNER FOUCH & OLSON LLP 38 DISCOVERY SUITE 250 IRVINE CA 92618 990 2022-01-01 916468179 SAMUELSON FOUNDATION SAMU 8185000155 5000 EDENHURST AVENUE LOS ANGELES CA 90039 REID G SAMUELSON TRUSTEE 8185000155 2023-08-31 1 REID SAMUELSON 000000000 0 LISA R ANNAN P00543409 9492601430 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z REID G SAMUELSON 5000 EDENHURST AVENUE LOS ANGELES CA 90039 2222086 0 X N/A X FOUNDATION 2000 CA TO PERFORM ACTS OF KINDNESS AND LOVE TO THOSE IN NEED BY PROVIDING FOOD, HABITAT, HEALTH AND EDUCATION IN AN ENVIRONMENT OF SOCIAL & ECONOMIC FREEDOM. 3 3 0 0 0 0 0 0 0 0 6910 22086 0 0 6910 22086 40000 55000 0 0 0 0 0 0 0 116270 109194 156270 164194 -149360 -142108 4488132 4346024 1575689 1575689 2912443 2770335 TO PEFORM ACTS OF KINDNESS AND LOVE TO THOSE IN NEED BY PROVIDING FOOD, HABITAT, HEALTH AND EDUCATION IN AN ENVIRONMENT OF SOCIAL & ECONOMIC FREEDOM. 0 0 15000 15000 LA CANADA PRESBYTERIAN CHURCH IS A 501(C)(3) ORGANIZATION WHICH TEACHES PEOPLE TO FOLLOW JESUS CHRIST AND BECOME INVOLVED IN THE CHRISTIAN COMMUNITY. CASH WAS DONATED TO ASSIST THE CHURCH WITH THEIR MISSION. 20000 20000 YMCA OF THE FOOTHILLS IS A 501(C)(3) ORGANIZATION. THEIR MISSION IS TO ORGANIZE, DEVELOP, FINANCE, AND CONDUCT PROGRAMS FOR AN ASSOCIATION OF PERSONS OF ALL AGES THAT WILL, BY PUTTING CHRISTIAN PRINCIPLES INTO PRACTICE, ENRICH THE QUALITY OF THEIR LIVES SPIRITUALLY, MENTALLY, PHYSICALLY AND SOCIALLY. CASH WAS DONATED TO ASSIST THE YMCA WITH THEIR MISSION. 20000 20000 CALIFORNIA LUTHERAN UNIVERSITY IS A 501(C)(3) ORGANIZATION. THEIR MISSION IS TO EDUCATE LEADERS FOR A GLOBAL SOCIETY WHO ARE STRONG IN CHARACTER AND JUDGMENT, CONFIDENT IN THEIR IDENTITY AND VOCATION, AND COMMITTED TO SERVICE AND JUSTICE. CASH WAS DONATED TO ASSIST THE UNIVERSITY WITH THEIR MISSION. 55000 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 CA X REID G SAMUELSON 8185000155 5000 EDENHURST AVENUE LOS ANGELES CA 90039 X REID G SAMUELSON TRUSTEE 0.50 X 0 0 0 FRED SCHNEIDER TRUSTEE 0.00 X 0 0 0 H JAMES SCHAFER TRUSTEE 0.00 X 0 0 0 0 0 0 0 0 0 0 0 22086 22086 2200000 2200000 0 22086 0 0 22086 55000 55000 487 487 2323 2323 106359 106359 REGISTRY OF CHARITABLE 25 25 164194 55000 109194 0 2500770 2355662 1987362 1987362 0 3000 4488132 4346024 1575689 1575689 1575689 1575689 X 0 0 0 0 2912443 2770335 2912443 2770335 4488132 4346024 -142108 0 X 0 0 0 X X 3 LA CANADA PRESBYTERIAN CHURCH 951765156 1 1 15000 0 YMCA OF THE FOOTHILLS 951976183 10 1 20000 0 CALIFORNIA LUTHERAN UNIVERSITY 952962604 2 1 20000 0 3 55000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 5669 22086 5669 22086 0 0 106359 106359 9912 2810 -110602 -87083 237296 0 2330197 0 2383272 0 4950765 0 0 1575689 0 3375076 0 50626 0 3324450 0 116356 0 0 0 116356 0 -110602 -94012 116356 116356 0 116356 55000 0 2810 0 0 0 57810 55000 116356 47.270000000000 116356 0 0 107504 232223 65643 49912 455282 0 116356 0 338926 57810 0 57810 0 0 396736 0 223371 65643 49912 57810 PART IV, SECTION D, QUESTION 2 TRUSTEE REID SAMUELSON IS AN ELDER OF LA CANADA PRESBYTERIAN CHURCH AND A TRUSTEE OF OCCIDENTAL COLLEGE; AND JACK SAMUELSON IS AN ELDER OF LA CANADA PRESBYTERIAN CHURCH, A TRUSTEE EMERITUS OF OCCIDENTAL COLLEGE AND A TRUSTEE OF FULLER SEMINARY, WHICH ARE EACH SUPPORTED ORGANIZATIONS. IN ADDITION, REID SAMUELSON AND JACK SAMUELSON MAINTAIN A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH AMOS HIMMILSTEIN, THE CFO OF OCCIDENTAL COLLEGE, GARETH ICENOGLE, THE PASTOR OF LA CANADA PRESBYTERIAN CHURCH AND BOB HILLER, THE CHAIRMAN OF THE BUILDING AND GROUND COMMITTEE OF LA CANADA PRESBYTERIAN CHURCH, AND WITH TODD DERRICK, INVESTMENT MANAGER AT THE FULLER SEMINARY FOUNDATION. PART IV, SECTION D, QUESTION 3 THE POLICIES OF THE INVESTMENT COMMITTEES AT THE SUPPORTED ORGANIZATIONS, IN PARTICULAR OCCIDENTAL COLLEGE AND FULLER SEMINARY, HAD SIGNIFICANT INFLUENCE ON THE SAMUELSON FOUNDATION'S INVESTMENT POLICIES. THIS CAME THROUGH QUARTERLY MEETINGS AT BOTH INSTITUTIONS' INVESTMENT COMMITTEES AS WELL AS FACE-TO-FACE OR TELEPHONIC MEETINGS BETWEEN FOUNDATION TRUSTEES AND TODD DERRICK, INVESTMENT MANAGER AT THE FULLER SEMINARY FOUNDATION AND AMOS HIMMILSTEIN, CFO OF OCCIDENTAL COLLEGE. REID SAMUELSON OR JACK SAMUELSON DISCUSSED WITH THEM AT THOSE TIMES THE PROJECT BUDGETS FOR CAPITAL PROJECTS AT OCCIDENTAL COLLEGE, FULLER SEMINARY AND LA CANADA PRESBYTERIAN CHURCH AND WAYS IN WHICH THE SAMUELSON FOUNDATION WILL USE ITS INCOME AND INVEST ITS ASSETS. 0 SAMUELSON BROTHERS, INC. 1987362 C 1987362 0 LA CANADA PRESBYTERIAN CHURCH 626 FOOTHILL BLVD LA CANADA CA 91011 951765156 501(C)(3) 15000 0 LA CANADA PRESBYTERIAN CHURCH IS A 501(C)(3) ORGANIZATION WHICH TEACHES PEOPLE TO FOLLOW JESUS CHRIST AND BECOME INVOLVED IN THE CHRISTIAN COMMUNITY. CASH WAS DONATED TO ASSIST THE CHURCH WITH THEIR MISSION. YMCA OF THE FOOTHILLS 1930 FOOTHILL BLVD LA CANADA CA 91011 951976183 501(C)(3) 20000 0 YMCA OF THE FOOTHILLS IS A 501(C)(3) ORGANIZATION. THEIR MISSION IS TO ORGANIZE, DEVELOP, FINANCE, AND CONDUCT PROGRAMS FOR AN ASSOCIATION OF PERSONS OF ALL AGES THAT WILL, BY PUTTING CHRISTIAN PRINCIPLES INTO PRACTICE, ENRICH THE QUALITY OF THEIR LIVES SPIRITUALLY, MENTALLY, PHYSICALLY AND SOCIALLY. CASH WAS DONATED TO ASSIST THE YMCA WITH THEIR MISSION. CALIFORNIA LUTHERAN UNIVERSITY 60 W OLSEN ROAD 4100 THOUSAND OAKS CA 91360 952962604 501(C)(3) 20000 0 CALIFORNIA LUTHERAN UNIVERSITY IS A 501(C)(3) ORGANIZATION. THEIR MISSION IS TO EDUCATE LEADERS FOR A GLOBAL SOCIETY WHO ARE STRONG IN CHARACTER AND JUDGMENT, CONFIDENT IN THEIR IDENTITY AND VOCATION, AND COMMITTED TO SERVICE AND JUSTICE. CASH WAS DONATED TO ASSIST THE UNIVERSITY WITH THEIR MISSION. FORM 990, PART VI, SECTION B, LINE 11B ONE OF THE TRUSTEES WHO IS MOST INTIMATELY ACQUAINTED WITH THE ACTIVITIES OF THE FOUNDATION REVIEWED THE RETURN AND COMPARED IT TO THE FOUNDATION'S FINANCIAL STATEMENTS. FORM 990 IS AVAILABLE TO ALL MEMBERS OF THE GOVERNING BODY AND THEY WILL IMMEDIATELY BE PROVIDED AN ELECTRONIC COPY OF FORM 990 UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 PARTIES INTERESTED IN THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS MAY OBTAIN THAT INFORMATION BY VISITING OR REQUESTING THAT INFORMATION FROM SAMUELSON FOUNDATION, 5000 EDENHURST AVENUE, LOS ANGELES, CA 90039, TELEPHONE IS 818-500-0155. REASONABLE COPYING COSTS WILL APPLY FOR COPIES OF DOCUMENTS. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC REID G. SAMUELSON - 5000 EDENHURST AVENUE, LOS ANGELES, CA 90039. FRED SCHNEIDER - 5000 EDENHURST AVENUE, LOS ANGELES, CA 90039. H JAMES SCHAFER - 5000 EDENHURST AVENUE, LOS ANGELES, CA 90039.