SAMUELI FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SAMUELI FOUNDATION (EIN 33-0758237)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349107781
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T15:47:28-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18500 VON KARMAN AVE 10TH FLOOR | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330758237 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SAMUELI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMU | BusinessNameControlTxt |
| Phone | 9497604300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 E COAST HIGHWAY 300 | AddressLine1Txt |
| City | CORONA DEL MAR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92625 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL SCHULMAN | PersonNm |
| Person Title | SECRETARY & CFO | PersonTitleTxt |
| Phone | 9497604300 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | SCHULMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN YACKER | PreparerPersonNm |
| PTIN | P00401346 | PTIN |
| Phone | 9492222999 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,231,119 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $11,251,710 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,685 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,685 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$150,325 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,101,587 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,000,450 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,104,070 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,003,135 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $231,286 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $46,257 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $185,029 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,254,093 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $250,819 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,003,274 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,749 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $350 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,399 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,714 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,428 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,486 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,931,466 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,287 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,825,031 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $405,331 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,021 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $386,310 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $8,863 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $70,775 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $35,387 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $99,189 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $29,107 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $70,083 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $481,025 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $56,721 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $275,506 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,522,991 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $468,752 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,762,318 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,967,569 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,967,569 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,490,560 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $468,752 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,729,887 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,386,490 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,534,383 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,602,953 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,208,510 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,208,510 | SavAndTempCashInvstEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $55,042 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $42,508 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $11,827 | LandBOYAmt |
| Land EOY | $12,534 | LandEOYAmt |
| Land EOYFMV | $12,534 | LandEOYFMVAmt |
| Other Assets BOY | $1,029 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,075 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,075 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,615,809 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,231,119 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,231,119 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $30 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,830 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $30 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,830 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,615,779 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,229,289 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,615,779 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,229,289 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,615,809 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,231,119 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,615,779 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,386,490 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,229,289 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,229,289 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 24900 SHARES OF BROADCOM STOCK | 2021-01-04 | 2021-01-04 | $10,593,959 | $65,309 | $10,528,650 | $10,528,650 |
| 268 SHARES OF NETFLIX | 2021-02-22 | 2021-02-22 | $144,416 | $3,285 | $141,131 | $141,131 |
| 1352 SHARES OF PACIFIC BIOSCIENCES OF CALIFORNIA | 2021-03-01 | 2021-03-01 | $47,866 | $6,695 | $41,171 | $41,171 |
| 745 SHARES OF SPOTIFY TECHNOLOGY | 2021-08-26 | 2021-08-27 | $168,920 | $22,624 | $146,296 | $146,296 |
| 263 SHARES OF NETFLIX | 2021-08-26 | 2021-08-27 | $146,426 | $3,224 | $143,202 | $143,202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,000,450 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $146,428 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $146,428 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $146,428 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $164,868 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $220,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $384,868 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $238,440 | OverpaymentAmt |
| Applied To ES Tax | $238,440 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SAMUELI.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL SCHULMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9497604300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 E COAST HIGHWAY 300 | AddressLine1Txt |
| City | CORONA DEL MAR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92625 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SUSAN SAMUELI | ||||||||
| 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 92625 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| HENRY SAMUELI | ||||||||
| 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 92625 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MICHAEL SCHULMAN | ||||||||
| 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 92625 | SECRETARY & CFO | 1.00 | $0 | $0 | $0 |
| MICHELLE FREEMAN | ||||||||
| 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 92625 | INTERIM EXECUTIVE DIRECTOR | 40.00 | $231,286 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| WAYNE JONAS | ||||||||
| 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 92625 | EXECUTIVE DIRECTOR | 40.00 | $635,537 | $886 | $0 |
| JOAN WALTER | ||||||||
| 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 92625 | SENIOR DIRECTOR, PRO | 40.00 | $179,373 | $15,880 | $0 |
| DOUG CAVAROCCHI | ||||||||
| 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 92625 | DEPUTY DIRECTOR FOR | 40.00 | $173,910 | $5,525 | $0 |
| ALEXIA ROBINSON | ||||||||
| 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 92625 | SENIOR ADMINISTRATIV | 40.00 | $108,809 | $21,537 | $0 |
| JENNIFER DORR | ||||||||
| 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 92625 | SENIOR WRITER/PROJEC | 40.00 | $129,739 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TARGET MARKETING DIGITAL | |||||
| 57 DENISE STREET | SAG HARBOR | NY | 11963 | MARKETING | $463,600 |
| REIS GROUP | |||||
| 1121 PINE HILL ROAD | MCLEAN | VA | 22101 | MEDIA | $196,160 |
| SPENCER STUART | |||||
| PO BOX 98991 | CHICAGO | IL | 60693 | RECRUITING | $192,500 |
| CENTER FOR INNOVATION IN FAMILY MEDICINE | |||||
| 20 SEWALL WOODS RD | MELROSE | CA | 02176 | CONSULTING | $183,690 |
| LHKO ASSOCIATES LLC | |||||
| 548 MARY ESTHER CUTOFF NW | FORT WALTON BEACH | FL | 32548 | CONSULTING | $154,913 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 6 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,233,003 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $22,608 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,255,611 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,255,611 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $123,834 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,131,777 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $406,589 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $406,589 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $146,428 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $146,428 | TotalTaxAmt |
| Distributable Before Adj | $260,161 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $260,161 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $260,161 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,729,887 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,729,887 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $260,161 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $902,267 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,519,741 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,826,147 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,239,246 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,480,206 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,967,607 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,729,887 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $260,161 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,469,726 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,437,333 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $902,267 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $23,535,066 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,519,741 | ExcessFromYear4Amt |
| Excess From Year3 | $1,826,147 | ExcessFromYear3Amt |
| Excess From Year2 | $1,239,246 | ExcessFromYear2Amt |
| Excess From Year1 | $7,480,206 | ExcessFromYear1Amt |
| Excess From Current Year | $11,469,726 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUSAN SAMUELI | ContributingManagerNm |
| Contributing Manager | HENRY SAMUELI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (114 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| A LIGHT OF HOPE SUPPORT CENTER | ||||||||
| 21176 CENTRE POINTE PARKWAY UNIT | 300 | SANTA CLARITA | CA | 91350 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ACADEMIC CONSORTIUM FOR INTEGRATIVE MEDICINE | ||||||||
| 12570 TURTLE CREEK DRIVE | NEW BUFFALO | MI | 49117 | NONE | PC | GENERAL SUPPORT | $106,700 | |
| ACCESS CALIFORNIA SERVICES | ||||||||
| 631 S BROOKHURST STREET SUITE 107 | ANAHEIM | CA | 92804 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| AIEF (AMER ISRAEL EDU FOUNDATION) | ||||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| AMERICAN ACADEMY OF ARTS & SCIENCES | ||||||||
| 136 IRVING STREET | CAMBRIDGE | MA | 021381996 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| AMERICAN BOARD OF FAMILY MEDICINE FOUNDATION | ||||||||
| 1645 MCGRATHIANA PARKWAY SUITE 550 | LEXINGTON | KY | 40511 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| AMERICAN COLLEGE OF PERIOPERATIVE MEDICINE | ||||||||
| 3334 E COAST HIGHWAY 201 | CORONA DEL MAR | CA | 92625 | NONE | PC | GENERAL SUPPORT | $7,500 | |
| AMERICAN FRIENDS OF THE RE'UT INSTITUTE | ||||||||
| 21550 OXNARD ST SUITE 1000 | WOODLAND HILLS | CA | 91367 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| AMERICAN JEWISH WORLD SERVICE | ||||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| AMERICAN RED CROSS | ||||||||
| 600 PARKCENTER DR | SANTA ANA | CA | 92705 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| AMERICAN SOCIETY FOR ENGINEERING EDUCATION | ||||||||
| 1818 N STREET NW SUITE 600 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| ANAHEIM COMMUNITY FOUNDATION | ||||||||
| 200 S ANAHEIM BLVD 433 | ANAHEIM | CA | 92805 | NONE | PC | GENERAL SUPPORT | $414,880 | |
| ANAHEIM UNION HIGH SCHOOL DISTRICT | ||||||||
| 501 NORTH CRESENT WAY | ANAHEIM | CA | 92801 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| ASIAN AMERICAN SENIOR CITIZENS SERVICE CENTER | ||||||||
| 850 N BIRCH STREET | SANTA ANA | CA | 92701 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| BLACK VOTERS MATTER CAPACITY BUILDING INSTITUTE INC | ||||||||
| 4751 BEST ROAD SUITE 490 | ATLANTA | GA | 30337 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| CENTER FOR INNOVATIVE TRAINING OF YOUTH | ||||||||
| PO BOX 531783 | NEW ORLEANS | LA | 70153 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CHAPMAN UNIVERSITY | ||||||||
| 333 N GLASSELL ST | ORANGE | CA | 92866 | NONE | PC | GENERAL SUPPORT | $55,000 | |
| CHARITABLE VENTURES OF ORANGE COUNTY | ||||||||
| 1505 E 17TH STREET SUITE 101 | SANTA ANA | CA | 92705 | NONE | PC | GENERAL SUPPORT | $77,500 | |
| CHILDREN NOW | ||||||||
| 1404 FRANKLIN STREET SUITE 700 | OAKLAND | CA | 94612 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| CHOC FOUNDATION | ||||||||
| 455 S MAIN STREET | ORANGE | CA | 92868 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| COMMUNITY PARTNERS | ||||||||
| PO BOX 741265 | LOS ANGELES | CA | 900741265 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CROSSOVER OUTREACH | ||||||||
| 414 W COURT STREET | FLINT | MI | 48503 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| CRYSTAL COVE CONSERVANCY | ||||||||
| 5 CRYSTAL COVE | NEWPORT COAST | CA | 92657 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| DISCOVERY CUBE ORANGE COUNTY | ||||||||
| 2500 NORTH MAIN STREET | SANTA ANA | CA | 92705 | NONE | PC | GENERAL SUPPORT | $132,500 | |
| ENVISION EXCELLENCE IN STEM | ||||||||
| 2108 LAMBERTON RD | CLEVELAND HEIGHTS | OH | 44118 | NONE | PC | GENERAL SUPPORT | $61,436 | |
| FAMILY MEDICINE EDUCATION CONSORTIUM | ||||||||
| 3195 DAYTON-XENIA RD SUITE 900 | DAYTON | OH | 454346390 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| FRIENDS OF IR DAVID | ||||||||
| 99 WALL STREET SUITE 5727 | NEW YORK | NY | 10005 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| FRIENDS OF SHEBA MEDICAL CENTER | ||||||||
| 6505 WILSHIRE BLVD STE 615 | LOS ANGELES | CA | 90048 | NONE | PC | GENERAL SUPPORT | $333,000 | |
| FUENTE LATINA | ||||||||
| 7300 BISCAYNE BLVD SUITE 200 | MIAMI | FL | 33138 | NONE | PC | GENERAL SUPPORT | $250,000 | |
| FUNGI FOUNDATION | ||||||||
| 716 MARCY AVENUE | BROOKLYN | NY | 11216 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| GLOBAL NETWORK MINISTRIES | ||||||||
| 27632 EL LAZO | LAGUNA NIGUEL | CA | 92677 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| GRANTMAKERS IN HEALTH | ||||||||
| 1100 CONNECTICUT AVE NW SUITE 1100 | WASHINGTON | DC | 200364110 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| HARBOR VIEW PARENT FACULTY ORGANIZATION | ||||||||
| 900 GOLDENROD AVENUE | CORONA DEL MAR | CA | 92626 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| HILLEL FOUNDATION OF ORANGE COUNTY | ||||||||
| 1 FEDERATION WAY SUITE 205 | IRVINE | CA | 92603 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| HOME FOR REFUGEES | ||||||||
| 26682 AVENIDA ARIVACA | MISSION VIEJO | CA | 92691 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| I-5 FREEDOM NETWORK | ||||||||
| 160 AVENIDA GRANADA | SAN CLEMENTE | CA | 92672 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| IEEE FOUNDATION | ||||||||
| 445 HOES LANE | PISCATAWAY | NJ | 08854 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| INQUIRING SYSTEMS INC | ||||||||
| 887 SONOMA AVE 23 | SANTA ROSA | CA | 95404 | NONE | PC | GENERAL SUPPORT | $64,200 | |
| INTEGRATED CENTER FOR GROUP MEDICAL VISITS | ||||||||
| 360 MERRIMACK STREET BUILDING 9 | SUITE 100 | LAWRENCE | MA | 01843 | NONE | PC | GENERAL SUPPORT | $5,000 |
| IRVINE ICE FOUNDATION | ||||||||
| 300 W LINCOLN AVE | ANAHIEM | CA | 92805 | NONE | PC | GENERAL SUPPORT | $125,000 | |
| JEWISH COMMUNITY CENTER OF OC | ||||||||
| 1 FEDERATION WAY SUITE 200 | IRVINE | CA | 92603 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| JEWISH COMMUNITY FOUNDATION OF LOS ANGELES | ||||||||
| 6505 WILSHIRE BLVD SUITE 1200 | LOS ANGELES | CA | 90048 | NONE | PC | GENERAL SUPPORT | $500,000 | |
| JEWISH FEDERATION & FAMILY OF OC | ||||||||
| 1 FEDERATION WAY SUITE 210 | IRVINE | CA | 92603 | NONE | PC | GENERAL SUPPORT | $650,000 | |
| JEWISH FUNDERS NETWORK | ||||||||
| 150 WEST 30TH STREET STE 900 | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $502,775 | |
| JOYA SCHOLARS | ||||||||
| PO BOX 1457 | FULLERTON | CA | 92836 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| LIVING SUCCESS CENTER | ||||||||
| 445 E 17TH ST STE E | COSTA MESA | CA | 92627 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| MARCONI SOCIETY | ||||||||
| 28018 TERRACE DRIVE | NORTH OLMSTED | OH | 44070 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| MEDICAL COLLEGE OF VIRGINIA FOUNDATION | ||||||||
| 1228 EAST BROAD STREET BOX 980234 | RICHMOND | VA | 23298 | NONE | PC | GENERAL SUPPORT | $200,000 | |
| MEOOWZRESQ | ||||||||
| 960 N TUSTIN ST 200 | ORANGE | CA | 92867 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| MISSION EDGE | ||||||||
| PO BOX 12319 | SAN DIEGO | CA | 92112 | NONE | PC | GENERAL SUPPORT | $3,500 | |
| NAACP EMPOWERMENT PROGRAMS INC | ||||||||
| 4805 MOUNT HOPE DRIVE | BALTIMORE | MD | 21215 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| NATIONAL ACADEMY OF SCIENCES | ||||||||
| PO BOX 931003 | ATLANTA | GA | 31193 | NONE | PC | GENERAL SUPPORT | $435,000 | |
| NATIONAL NETWORK OF ABORTION FUNDS | ||||||||
| PMB 16009 | BEAVERTON | OR | 970087015 | NONE | PC | GENERAL SUPPORT | $125,000 | |
| NORTHEAST FLORIDA REGIONAL STEM2 HUB | ||||||||
| 7842 MONETEREY BAY DRIVE | JACKSONVILLE | FL | 32256 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| OC COMMUNITY FOUNDATION | ||||||||
| 4041 MACARTHUR BLVD 510 | NEWPORT BEACH | CA | 92660 | NONE | PC | GENERAL SUPPORT | $150 | |
| OCSA FOUNDATION | ||||||||
| 1010 N MAIN STREET | SANTA ANA | CA | 92701 | NONE | PC | GENERAL SUPPORT | $16,500 | |
| OHIO'S HOSPICE OF DAYTON | ||||||||
| 7575 PARAGON RD | DAYTON | OH | 45459 | NONE | PC | GENERAL SUPPORT | $190,000 | |
| ONEOC | ||||||||
| 1901 E FOURTH STREET STE 100 | SANTA ANA | CA | 92705 | NONE | PC | GENERAL SUPPORT | $60,000 | |
| ORANGE COAST COLLEGE | ||||||||
| 2701 FAIRVIEW RD | COSTA MESA | CA | 92626 | NONE | PC | GENERAL SUPPORT | $331,885 | |
| ORANGE COUNTY BIRD OF PREY CENTER | ||||||||
| 25422 TRABUCO ROAD 105-541 | LAKE FOREST | CA | 92630 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| ORANGE COUNTY SCHOOL OF THE ARTS FOUNDATION | ||||||||
| 1010 N MAIN STREET | SANTA ANA | CA | 92701 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| ORANGE COUNTY UNITED WAY | ||||||||
| 18012 MITCHELL AVE SOUTH | IRVINE | CA | 92614 | NONE | PC | GENERAL SUPPORT | $103,000 | |
| ORANGE COUNTY WALK TO REMEMBER | ||||||||
| 1944 NORTH TUSTIN STREET | ORANGE | CA | 92865 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ORANGEWOOD FOUNDATION | ||||||||
| 1575 EAST 17TH STREET | SANTA ANA | CA | 92705 | NONE | PC | GENERAL SUPPORT | $205,500 | |
| PACIFIC MARINE MAMMAL CENTER | ||||||||
| 20612 LAGUNA CANYON ROAD | LAGUNA BEACH | CA | 92651 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| PATIENT CENTERED PRIMARY CARE FOUNDATION | ||||||||
| 601 13TH STREET NW SUITE 430N | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| 123 WILLIAM ST 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $150,000 | |
| PLANNED PARENTHOOD MAR MONTE | ||||||||
| 1691 THE ALAMEDA | SAN JOSE | CA | 95162 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| PROJECT HOPE ALLIANCE | ||||||||
| 1954 PLACENTIA AVE 202 | COSTA MESA | CA | 92627 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| QUAN AM BUDHIST MEDITATION | ||||||||
| 12670 18TH STREET | REDLANDS | CA | 92373 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| RAINFOREST FOUNDATION US | ||||||||
| POBOX 26908 | BROOKLYN | NY | 11202 | NONE | PC | GENERAL SUPPORT | $120,000 | |
| SADDLEBACK CHURCH | ||||||||
| 1 SADDLEBACK PARKWAY | LAKE FOREST | CA | 92630 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SANTA CLARA UNIVERSITY SCHOOL OF LAW | ||||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SAVE OUR YOUTH | ||||||||
| 2045 MEYER PLACE BLDG E | COSTA MESA | CA | 92627 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SEGERSTROM CENTER FOR THE ARTS | ||||||||
| 600 TOWN CENTER DRIVE | COSTA MESA | CA | 92626 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| SIERRA HEALTH FOUNDATION CENTER FOR HEALTH | ||||||||
| 1321 GARDEN HIGHWAY | SACRAMENTO | CA | 95833 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| SIERRA VISTA ELEMENTARY PTA | ||||||||
| 1811 NORTH PLACENTIA AVE | PLACENTIA | CA | 92870 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS | ||||||||
| 23564 CALABASAS ROAD SUITE 201 | CALABASAS | CA | 91302 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| SOCIAL GOOD FUND | ||||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| SOCIETY FOR INTEGRATIVE ONCOLOGY | ||||||||
| 4301 50TH STREET NW SUITE 300 PMB | 1032 | WASHINGTON | DC | 20016 | NONE | PC | GENERAL SUPPORT | $100,000 |
| SOCIETY FOR SCIENCE | ||||||||
| 1719 N STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| SOGOREA TE' LAND TRUST | ||||||||
| 2501 HARRISON STREET | OAKLAND | CA | 94612 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| SOUTHERN CALIFORNIA GRANTMAKERS | ||||||||
| 1000 NORTH ALAMEDA STREET SUITE 230 | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL SUPPORT | $5,667 | |
| SOUTHERN CALIFORNIA JEWISH SPORTS HALL OF FAME | ||||||||
| PO BOX 6697 | BEVERLY HILLS | CA | 90212 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| SOUTHERN CALIFORNIA PUBLIC RADIO | ||||||||
| 474 S RAYMOND AVE | PASADENA | CA | 91105 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| STARS & STRIPES CHILDREN'S FOUNDATION | ||||||||
| 8149 SPECTRUM | IRVINE | CA | 92618 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| TALLER SAN JOSE | ||||||||
| 801 NORTH BROADWAY | SANTA ANA | CA | 92701 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| TARBUT V' TORAH | ||||||||
| 5 FEDERATION WAY | IRVINE | CA | 92603 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| TELLURIDE FOUNDATION | ||||||||
| PO BOX 4222 | TELLURIDE | CO | 81435 | NONE | PC | GENERAL SUPPORT | $35,000 | |
| TELLURIDE SCIENCE RESEARCH CENTER | ||||||||
| PO BOX 2429 | TELLURIDE | CO | 81435 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| TEMPLE BETH EL | ||||||||
| 2A LIBERTY | ALISO VIEJO | CA | 926563372 | NONE | PC | GENERAL SUPPORT | $126,800 | |
| TESLA SCIENCE CENTER OF WARDENCLYFFE | ||||||||
| 5 RANDALL RD | SHOREHAM | NY | 11786 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| THE 1939 CLUB | ||||||||
| 8950 W OLYMPIC BLVD SUITE 437 | BEVERLY HILLS | CA | 90211 | NONE | PC | GENERAL SUPPORT | $650 | |
| THE ASSOCIATION OF FUNDRAISING PROFESSIONALS | ||||||||
| PO BOX 8133 | FOUNTAIN VALLEY | CA | 92728 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| THE GOOD PEOPLE FUND | ||||||||
| 384 WYOMING AVENUE | MILLBURN | NJ | 07041 | NONE | PC | GENERAL SUPPORT | $25,250 | |
| THE NATIONAL ACADEMY OF ENGINEERING | ||||||||
| 500 FIFTH STREET - NW NAS-035 | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| THE TRANSLATIN COALITION | ||||||||
| 3055 WILSHIRE BLVD SUITE 350 | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| TIDES CENTER | ||||||||
| PO BOX 889385 | LOS ANGELES | CA | 900889385 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| TIDES FOUNDATION | ||||||||
| PO BOX 889389 | LOS ANGELES | CA | 900889389 | NONE | PC | GENERAL SUPPORT | $250,000 | |
| TRANS LIFELINE | ||||||||
| 548 MARKET STREET PMB 15337 | SAN FRANCISCO | CA | 941045401 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| TRAUMA INTERVENTION PROGRAMS INC | ||||||||
| 13217 JAMBOREE ROAD SUITE 190 | TUSTIN | CA | 92782 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| UC BERKELEYFOUNDATION | ||||||||
| 1995 UNIVERSITY AVENUE SUITE 400 | BERKELEY | CA | 947041070 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| UCI FOUNDATION | ||||||||
| 903 W PELTASON | IRVINE | CA | 92697 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| UCLA FOUNDATION | ||||||||
| 7256 BOLETER HALL BOX 951600 | LOS ANGELES | CA | 900951600 | NONE | PC | GENERAL SUPPORT | $77,076 | |
| UNIVERSITY OF MASSACHUSETTS FOUNDATION | ||||||||
| ONE BEACON STREET FLOOR 31 | BOSTON | MA | 02108 | NONE | PC | GENERAL SUPPORT | $12,100 | |
| USA WARRIORS ICE HOCKEY PROGRAM | ||||||||
| 13424 QUERY MILL ROAD | NORTH POTOMAC | MD | 20878 | NONE | PC | GENERAL SUPPORT | $3,500 | |
| USC LEONARD DAVIS SCHOOL OF GERONTOLOGY | ||||||||
| 3715 MCCLINTOCK AVENUE SUITE 110 | LOS ANGELES | CA | 90089 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| UTAH FILM CENTER | ||||||||
| 50 W BROADWAY SUITE 1125 | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| WISEPLACE | ||||||||
| 1411 N BROADWAY | SANTA ANA | CA | 92706 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| WOMEN MAKE MOVIES INC | ||||||||
| 115 W 29TH STREET SUITE 1200 | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| WOODSTOCK TIMEBANK | ||||||||
| 601 UPLAND AVE SUITE 214 | UPLAND | PA | 19015 | NONE | PC | GENERAL SUPPORT | $200,000 | |
| YMCA OF ORANGE COUNTY | ||||||||
| 13821 NEWPORT AVE STE 200 | TUSTIN | CA | 92780 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| YOUNG LIVES REDEEMED | ||||||||
| 1105 EAST COMMONWEALTH AVE SUITE | A-2 | FULLERTON | CA | 92831 | NONE | PC | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,967,569 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,685 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$150,325 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$147,640 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$147,640 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| D95GT LLC | ||||||
| 1 | 201 S PHILLIPS AVENUE SUITE 200 | SIOUX FALLS | SD | 57104 | $10,750,264 | Yes (X) |
| HS MANAGEMENT LP | ||||||
| 2 | 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 92625 | $501,446 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | STOCKS | $10,750,264 | 2021-12-31 |
| 2 | STOCKS | $501,446 | 2021-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $25,500 | Amt |
| Net Investment Income | $6,375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,200 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (21 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|
| SOFTWARE - WEBSITE | 2008-01-11 | $14,700 | $14,700 | SL | 3.000000000000 | $0 | $0 | |
| SOFTWARE - IOS APP | 2012-12-01 | $6,000 | $6,000 | SL | 3.000000000000 | $0 | $0 | |
| GRANTMAKING WEBSITE | 2013-09-12 | $3,500 | $3,500 | SL | 3.000000000000 | $0 | $0 | |
| GRANTMAKING WEBSITE | 2013-10-03 | $3,695 | $3,695 | SL | 3.000000000000 | $0 | $0 | |
| DELL COMPUTERS WK & MF - DESKTOP | 2019-01-11 | $2,463 | $1,642 | SL | 3.000000000000 | $821 | $0 | |
| DELL MARKETING - DELL DESKTOP GERALD | 2019-04-22 | $1,214 | $708 | SL | 3.000000000000 | $405 | $0 | |
| SURFACE LAPTOP - VICTORIA TORRES | 2019-05-10 | $1,723 | $957 | SL | 3.000000000000 | $574 | $0 | |
| TV SCREENS | 2019-06-03 | $3,233 | $1,707 | SL | 3.000000000000 | $1,078 | $0 | |
| BLACKBAUD SOFTWARE | 2019-09-30 | $1,688 | SL | $0 | $0 | 0.000000000000 | ||
| BLACKBAUD SOFTWARE | 2019-10-31 | $1,688 | SL | $0 | $0 | 0.000000000000 | ||
| BLACKBAUD SOFTWARE | 2020-03-31 | $175 | SL | $0 | $0 | 0.000000000000 | ||
| DELL XPS 13 LAPTOP - GS | 2020-01-31 | $2,070 | $690 | SL | 3.000000000000 | $690 | $0 | |
| DELL LAPTOP - LAYLAH BULMAN | 2020-02-23 | $2,048 | $626 | SL | 3.000000000000 | $683 | $0 | |
| DELL LAPTOP - MICHELLE FREEMAN | 2020-09-20 | $2,086 | $231 | SL | 3.000000000000 | $696 | $0 | |
| LAPTOP - WAYAN KAUFMAN | 2021-06-27 | $1,690 | SL | 3.000000000000 | $282 | $0 | ||
| XPS13 9380 (D CAVAROCCHI) | 2019-09-10 | $1,087 | NC | 1.000000000000 | $652 | $0 | ||
| DELL XPS 13 (J DORR) | 2019-10-03 | $1,231 | NC | 1.000000000000 | $703 | $0 | ||
| LATITUDE 7400 BTX (L ROBINSON) | 2020-02-13 | $1,422 | NC | 1.000000000000 | $682 | $0 | ||
| LATITUDE 7400 BTX (J WALTERS) | 2020-09-10 | $967 | NC | 1.000000000000 | $363 | $0 | ||
| DELL XPS 15" LAPTOP WJ | 2021-07-05 | $2,362 | NC | 1.000000000000 | $394 | $0 | ||
| LENOVA IDAPAD SLIM - WJ | 2020-12-17 | $1,081 | SL | 3.000000000000 | $31 | $0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | DISPOSAL OF ASSETS | AssetDesc |
| Acquired | 2021-01 | AcquiredDt |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sold | 2021-12 | SoldDt |
| Basis | $202 | BasisAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$202 | TotalNetAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| PART XII | STATEMENT/ELECTION TO TREAT PRIVATE FOUNDATION AS A CONDUIT FOUNDATIONPURSUANT TO IRC SECTION 170(B)(1)(F) AND REG. SECTION 1.170A-9(H)(2), THE SAMUELI FOUNDATION HEREBY ELECTS TO BE TREATED AS A "CONDUIT" FOUNDATION FOR THE 2021 TAX YEAR. THE FOLLOWING ARE DISTRIBUTIONS MADE OUT OF CORPUS PURSUANT TO IRC SECTION 4942(H):2020 - $596,8092021 - $10,654,901 |
| PART XII | ELECTION TO TREAT UNUSED PRIOR YEAR CORPUS DISTRIBUTIONS AS CURRENT YEAR CORPUS DISTRIBUTIONSPURSUANT TO REG. SECTION 53.4942(A)-3(C)(2)(IV), THE SAMUELI FOUNDATION HEREBY ELECTS TO TREAT, AS CURRENT DISTRIBUTION OUT OF CORPUS, THE FOLLOWING UNUSED PRIOR TAX YEAR'S DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REG. SECTION 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEAR: 2020 - $596,8092021 - $10,654,901 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (21 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| SOFTWARE - WEBSITE | $14,700 | $14,700 | $0 |
| SOFTWARE - IOS APP | $6,000 | $6,000 | $0 |
| GRANTMAKING WEBSITE | $3,500 | $3,500 | $0 |
| GRANTMAKING WEBSITE | $3,695 | $3,695 | $0 |
| DELL COMPUTERS WK & MF - DESKTOP | $2,463 | $2,463 | $0 |
| DELL MARKETING - DELL DESKTOP GERALD | $1,214 | $1,113 | $101 |
| SURFACE LAPTOP - VICTORIA TORRES | $1,723 | $1,531 | $192 |
| TV SCREENS | $3,233 | $2,785 | $448 |
| BLACKBAUD SOFTWARE | $1,688 | $0 | $1,688 |
| BLACKBAUD SOFTWARE | $1,688 | $0 | $1,688 |
| BLACKBAUD SOFTWARE | $175 | $0 | $175 |
| DELL XPS 13 LAPTOP - GS | $2,070 | $1,380 | $690 |
| DELL LAPTOP - LAYLAH BULMAN | $2,048 | $1,309 | $739 |
| DELL LAPTOP - MICHELLE FREEMAN | $2,086 | $927 | $1,159 |
| LAPTOP - WAYAN KAUFMAN | $1,690 | $282 | $1,408 |
| XPS13 9380 (D CAVAROCCHI) | $1,087 | $652 | $435 |
| DELL XPS 13 (J DORR) | $1,231 | $703 | $528 |
| LATITUDE 7400 BTX (L ROBINSON) | $1,422 | $682 | $740 |
| LATITUDE 7400 BTX (J WALTERS) | $967 | $363 | $604 |
| DELL XPS 15" LAPTOP WJ | $2,362 | $394 | $1,968 |
| LENOVA IDAPAD SLIM - WJ | $1,081 | $31 | $1,050 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $13,714 | LegalFeesAmt |
| Net Investment Income | $3,428 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,486 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER ASSETS | $1,029 | $209 | $209 |
| DEPOSIT | $9,866 | $9,866 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RESEARCH AND DEVELOPMENT | $200,975 | $0 | $200,975 |
| OFFICE | $59,818 | $29,835 | $100 |
| INSURANCE | $84,186 | $23,385 | $49,887 |
| POSTAGE | $4,441 | $2,220 | $0 |
| TELEPHONE AND INTERNET | $7,126 | $776 | $5,574 |
| BENEFIT PLAN ADMINISTRATION | $2,126 | $213 | $1,701 |
| PAYROLL PROCESSING | $1,667 | $167 | $1,333 |
| CUSTODIAL FEES | $500 | $125 | $250 |
| DUES AND SUBSCRIPTIONS | $15,686 | $0 | $15,686 |
| RECRUITING | $104,500 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| BOY Book Value | $30 | BOYBookValueAmt |
| EOY Book Value | $1,830 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $1,824,781 | $0 | $1,824,781 |
| OUTSIDE SERVICES | $250 | $0 | $250 |
| MANAGEMENT FEES | $106,435 | $21,287 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAX | $95,106 | $19,021 | $76,085 |
| FEDERAL TAX | $310,000 | $0 | $310,000 |
| TAXES & LICENSES | $225 | $0 | $225 |
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