2022-11-14T10:19:41-06:00 2021-12-31 201484966 SKINNER FOUCH & OLSON LLP 38 DISCOVERY SUITE 250 IRVINE CA 92618 990 2021-01-01 916468179 SAMUELSON FOUNDATION SAMU 8185000155 5000 EDENHURST AVENUE LOS ANGELES CA 90039 REID G SAMUELSON TRUSTEE 8185000155 2022-11-14 1 REID SAMUELSON 000000000 LISA R ANNAN P00543409 9492601430 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z REID G SAMUELSON 5000 EDENHURST AVENUE LOS ANGELES CA 90039 255669 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. 5 3 0 0 0 0 0 0 0 0 -3976 6910 0 0 -3976 6910 50141 40000 0 0 0 0 0 0 0 122152 116270 172293 156270 -176269 -149360 4637492 4488132 1575689 1575689 3061803 2912443 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 40000 40000 BEACON HOUSING INC, A 501(C)(3) ORGANIZATION, PROVIDES ENCOURAGEMENT AND ASSISTANCE TO LOW INCOME AND UNEMPLOYED INDIVIDUALS AND FAMILIES AND AIDS THEM IN RETURNING TO ECONOMIC AND EMOTIONAL BALANCE AND PRODUCTIVITY. DURING 2021, $40,000.00 CASH WAS DONATED TO ASSIST WITH THEIR MISSION. 40000 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 5 3 1 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 JACK D SAMUELSON TRUSTEE 0.50 X 0 0 0 REID G SAMUELSON TRUSTEE 0.50 X 0 0 0 FRED SCHNEIDER TRUSTEE 0.00 X 0 0 0 DORIS YOUNG COATES 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 5669 5669 250000 248759 1241 1241 1241 6910 0 0 6910 40000 40000 2758 2758 7153 7153 106359 106359 156270 40000 116270 0 2650130 2500770 1987362 1987362 4637492 4488132 1575689 1575689 1575689 1575689 X 0 0 0 0 3061803 2912443 3061803 2912443 4637492 4488132 -149360 0 X 0 0 0 X X 1 BEACON HOUSING INC 954594474 10 1 40000 0 1 40000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 30784 5669 30784 5669 0 0 106650 106359 15502 9912 -91368 -110602 1131704 0 1553839 0 2312049 0 4997592 0 0 1575689 0 3421903 0 51329 0 3370574 0 117970 0 0 0 117970 0 -91368 -77663 117970 117970 0 117970 40000 0 9912 0 0 0 49912 40000 117970 33.910000000000 117970 0 0 0 225474 232223 65643 523340 0 117970 0 405370 49912 0 49912 0 0 455282 0 107504 232223 65643 49912 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 BEACON HOUSING INC 5000 EDENHURST AVENUE LOS ANGELES CA 90039 954594474 501(C)(3) 40000 0 BEACON HOUSING INC, A 501(C)(3) ORGANIZATION, PROVIDES ENCOURAGEMENT AND ASSISTANCE TO LOW INCOME AND UNEMPLOYED INDIVIDUALS AND FAMILIES AND AIDS THEM IN RETURNING TO ECONOMIC AND EMOTIONAL BALANCE AND PRODUCTIVITY. CASH WAS DONATED TO ASSIST WITH THEIR MISSION. FORM 990, PART VI, SECTION A, LINE 2 JACK SAMUELSON AND REID SAMUELSON - FAMILY RELATIONSHIP. 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 JACK D. SAMUELSON - 5000 EDENHURST AVENUE, LOS ANGELES, CA 90039. REID G. SAMUELSON - 5000 EDENHURST AVENUE, LOS ANGELES, CA 90039. FRED SCHNEIDER - 5225 LA CANADA BLVD, LA CANADA, CA 91011. DORIS YOUNG COATES - 5416 CASTLE KNOLL DRIVE, LA CANADA, CA 91011. H JAMES SCHAFER - 5000 EDENHURST AVENUE, LOS ANGELES, CA 90039.