SAMUELI FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SAMUELI FOUNDATION (EIN 33-0758237)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202123159349100437
- Schema version
- 2020v4.1
- 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 | 2021-11-11T12:12:56-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 NO 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 | 2021-11-09 | 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 | 2021-11-05 | 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 | 2020 | 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 | $3,615,809 | 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 | $10,928,421 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,311 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,311 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $127,441 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,056,133 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,825,614 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,058,173 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,827,925 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $101,637 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,327 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $81,310 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $388,629 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $77,726 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $310,903 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $40,341 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $8,068 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $32,273 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $131,884 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $32,971 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $52,754 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $214,032 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,477 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $207,839 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,697 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,904 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15,511 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,284 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $80,029 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $8,218 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $71,811 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $268,660 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $56,626 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $156,674 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,258,193 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $211,567 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $931,075 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,583,781 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,583,781 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,841,974 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $211,567 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,514,856 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,216,199 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,616,358 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $146,769 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $244,841 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,602,953 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,602,953 | SavAndTempCashInvstEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $48,183 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,356 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $11,000 | LandBOYAmt |
| Land EOY | $11,827 | LandEOYAmt |
| Land EOYFMV | $11,827 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,029 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,029 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $402,610 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,615,809 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,615,809 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,030 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $30 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,030 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $399,580 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,615,779 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $399,580 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,615,779 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $402,610 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,615,809 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $399,580 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,216,199 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,615,779 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,615,779 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 3,310 SHARES OF CROWDSTRIKE HOLDINGS INC. | 2020-01-08 | 2020-01-09 | $184,413 | $1,655 | $182,758 | $182,758 |
| 5,100 SHARES OF CROWDSTRIKE HOLDINGS INC. | 2020-01-22 | 2020-01-22 | $317,924 | $2,550 | $315,374 | $315,374 |
| 522 SHARES OF NETFLIX, INC | 2020-02-12 | 2020-02-13 | $199,511 | $6,398 | $193,113 | $193,113 |
| 1,805 SHARES OF ELECTRONIC ARTS | 2020-03-04 | 2020-03-05 | $199,039 | $42,844 | $156,195 | $156,195 |
| 1,863 SHARES OF ALARM.COM | 2020-05-15 | 2020-05-18 | $94,089 | $15,616 | $78,473 | $78,473 |
| 1,679 SHARES OF ELECTRONIC ARTS | 2020-05-15 | 2020-05-18 | $197,225 | $37,531 | $159,694 | $159,694 |
| 1,044 SHARES OF NETFLIX | 2020-05-15 | 2020-05-18 | $471,941 | $12,796 | $459,145 | $459,145 |
| 1,491 SHARES OF SPOTIFY TECHNOLOGY | 2020-05-15 | 2020-05-18 | $241,892 | $45,278 | $196,614 | $196,614 |
| 28,324 SHARES OF BROADCOM | 2020-06-15 | 2020-06-15 | $8,578,516 | $63,141 | $8,515,375 | $8,515,375 |
| 5,420 SHARES OF CROWDSTRIKE HOLDINGS INC. | 2020-06-22 | 2020-06-22 | $571,583 | $2,710 | $568,873 | $568,873 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,825,614 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $147,567 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $147,567 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $147,567 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,435 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $230,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $232,435 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $84,868 | OverpaymentAmt |
| Applied To ES Tax | $84,868 | 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 |
| Individual With Books | MICHAEL SCHULMAN | IndividualWithBooksNm |
| Phone | 9497604300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 E COAST HIGHWAY NO 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 (5 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 |
| ERIN SAMUELI | ||||||||
| 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 92625 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GERALD SOLOMON | ||||||||
| 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 92625 | EXECUTIVE DIRECTOR | 10.00 | $101,637 | $2,740 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MICHELLE FREEMAN | ||||||||
| 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 92625 | PROGRAM MANAGER | 40.00 | $135,295 | $5,412 | $0 |
| WAYAN KAUFMAN | ||||||||
| 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 92625 | EXECUTIVE ASSISTANT | 40.00 | $76,271 | $763 | $0 |
| VICTORIA TORRES | ||||||||
| 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 92625 | PROGRAM MANAGER | 40.00 | $51,231 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H&S VENTURES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 E COAST HIGHWAY SUITE 300 | AddressLine1Txt |
| City | CORONA DEL MAR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92625 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | PROFESSIONAL MANAGEMENT SERVICES | ServiceTypeTxt |
| Compensation | $118,702 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | 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 | $3,686,972 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,856 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,699,828 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,699,828 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,497 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,644,331 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $182,217 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $182,217 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $147,567 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $147,567 | TotalTaxAmt |
| Distributable Before Adj | $34,650 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $34,650 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $34,650 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,514,856 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,514,856 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,514,856 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,650 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $862,906 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $902,267 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,519,741 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,826,147 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,239,246 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,350,307 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,514,856 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,650 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,480,206 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,830,513 | 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 | $862,906 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,967,607 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $902,267 | ExcessFromYear4Amt |
| Excess From Year3 | $1,519,741 | ExcessFromYear3Amt |
| Excess From Year2 | $1,826,147 | ExcessFromYear2Amt |
| Excess From Year1 | $1,239,246 | ExcessFromYear1Amt |
| Excess From Current Year | $7,480,206 | 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 (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABC HOPES INC | ||||||||
| 1748 WEST KATELLA AVE SUITE 206 | ORANGE | CA | 92867 | NONE | PC | SOCIAL SERVICES | $500 | |
| ACADEMIC CONSORTIUM FOR INTEGRATIVE MEDICINE | ||||||||
| 12570 TURTLE CREEK DRIVE | NEW BUFFALO | MI | 49117 | NONE | PC | HEALTH | $100,000 | |
| AIEF (AMER ISRAEL EDU FOUNDATION) | ||||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | NONE | PC | RELIGIOUS | $25,000 | |
| AMERICAN ACADEMY OF ARTS & SCIENCES | ||||||||
| 136 IRVING STREET | CAMBRIDGE | MA | 02318 | NONE | PC | EDUCATION | $5,000 | |
| AMERICAN FRIENDS OF THE RE'UT INSTITUTE | ||||||||
| 21550 OXNARD ST SUITE 1000 | WOODLAND HILLS | CA | 91367 | NONE | PC | RELIGIOUS | $25,000 | |
| AMERICAN JEWISH WORLD SERVICE | ||||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | NONE | PC | RELIGIOUS | $25,000 | |
| AMERICAN RED CROSS | ||||||||
| 610 S ARDMORE AVE | LOS ANGELES | CA | 90005 | NONE | PC | SOCIAL SERVICES | $20,000 | |
| AMERICAN SOCIETY FOR ENGINEERING EDUCATION | ||||||||
| 1818 N STREET NW SUITE 600 | WASHINGTON | DC | 20036 | NONE | PC | EDUCATION | $20,000 | |
| ANAHEIM COMMUNITY FOUNDATION | ||||||||
| 200 S ANAHEIM BLVD 433 | ANAHEIM | CA | 92805 | NONE | PC | SOCIAL SERVICES | $477,180 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | NONE | PC | RELIGIOUS | $25,000 | |
| CAL ATHLETICS FUND | ||||||||
| 195 HAAS PAVILION | BERKELEY | CA | 94720 | NONE | PC | EDUCATION | $5,000 | |
| CALIFORNIA FIRE FOUNDATION | ||||||||
| 1870 CREEKSIDE OAKS DRIVE | SACRAMENTO | CA | 95833 | NONE | PC | SOCIAL SERVICES | $25,000 | |
| CENTER FOR INNOVATION IN FAMILY MEDICINE INC | ||||||||
| 20 SEWALL WOODS RD | MELROSE | MA | 02176 | NONE | PC | HEALTH | $35,765 | |
| CHAPMAN UNIVERSITY | ||||||||
| ONE UNIVERSITY DRIVE | ORANGE | CA | 92866 | NONE | PC | HEALTH/RELIGIOUS | $55,000 | |
| CHARITABLE VENTURES | ||||||||
| 1505 E 17TH STREET STE 101 | SANTA ANA | CA | 92705 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| CHOC FOUNDATION | ||||||||
| 455 S MAIN STREET | ORANGE | CA | 92805 | NONE | PC | HEALTH | $20,000 | |
| COMMUNITY PARTNERS | ||||||||
| PO BOX 741265 | LOS ANGELES | CA | 90074 | NONE | PC | HEALTH | $5,000 | |
| CONNECTED CAMPS | ||||||||
| 3913 SPAD PLACE | CULVER CITY | CA | 90232 | NONE | PC | EDUCATION | $405,661 | |
| CROSSOVER DOWNTOWN OUTREACH MINISTRY | ||||||||
| 401 W COURT STREET | FLINT | MI | 48503 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| DISCOVERY CUBE ORANGE COUNTY | ||||||||
| 2500 NORTH MAIN STREET | SANTA ANA | CA | 92705 | NONE | PC | EDUCATION | $135,000 | |
| ENVISION EXCELLENCE IN STEM | ||||||||
| 2108 LAMBERTON RD | CLEVELAND HEIGHTS | OH | 44118 | NONE | PC | RELIGIOUS | $200,000 | |
| FAMILY MEDICINE EDUCATION CONSORTIUM | ||||||||
| 7795 RAINTREE ROAD | DAYTON | OH | 45459 | NONE | PC | HEALTH | $20,000 | |
| FRIENDS OF SHEBA MEDICAL CENTER | ||||||||
| 9465 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90210 | NONE | PC | HEALTH | $342,135 | |
| FUENTE LATINA | ||||||||
| 7300 BISCAYNE BLVDSUITE 200 | MIAMI | FL | 33138 | NONE | PC | RELIGIOUS | $50,000 | |
| GEORGIO SHIFT | ||||||||
| PO BOX 14701 | AUGUSTA | GA | 30919 | NONE | PC | SOCIAL SERVICES | $35,000 | |
| GLOBALMINDED | ||||||||
| 1530 HIGH STREET | DENVER | CO | 80218 | NONE | PC | EDUCATION | $25,000 | |
| GRANTMAKERS FOR EDUCATION | ||||||||
| 700 SW 5TH AVE SUITE 4000 | PORTLAND | OR | 97204 | NONE | PC | EDUCATION | $900 | |
| GRANTMAKERS IN HEALTH | ||||||||
| 1100 CONNECTICUT AVE NW SUITE 1000 | WASHINGTON | DC | 20036 | NONE | PC | HEALTH | $30,000 | |
| GRINNELL COLLEGE | ||||||||
| 733 BROAD STREET | GRINNELL | IA | 50112 | NONE | PC | EDUCATION | $1,000 | |
| HARBOR VIEW PARENT FACULTY | ||||||||
| 900 GOLDENROD AVENUE | CORONA DEL MAR | CA | 92626 | NONE | PC | EDUCATION | $3,000 | |
| HILLEL FOUNDATION OF ORANGE COUNTY | ||||||||
| 1 FEDERATION WAY SUITE 205 | IRVINE | CA | 92603 | NONE | PC | RELIGIOUS | $5,000 | |
| HUMAN OPTIONS | ||||||||
| PO BOX 53745 | IRVINE | CA | 92619 | NONE | PC | SOCIAL SERVICES | $20,000 | |
| I-5 FREEDOM NETWORK | ||||||||
| 160 AVENIDA GRANADA | SAN CLEMENTE | CA | 92672 | NONE | PC | SOCIAL SERVICES | $25,000 | |
| INNOVATE EDUCATE | ||||||||
| PO BOX 9919 | SANTA FE | NM | 87504 | NONE | PC | EDUCATION | $25,000 | |
| INSIDE THE OUTDOORS | ||||||||
| 200 KALMUS DRIVE | COSTA MESA | CA | 92626 | NONE | PC | EDUCATION | $30,000 | |
| INSTITUTE OF INTEGRATIVE PAIN MANAGEMENT | ||||||||
| 4088 E WINDSONG STREET | SPRINGFIELD | MO | 65809 | NONE | PC | HEALTH | $10,000 | |
| IRVINE ICE FOUNDATION | ||||||||
| 888 RIDGE VALLEY | IRVINE | CA | 92618 | NONE | PC | SOCIAL SERVICES | $150,000 | |
| JEWISH COMMUNITY CENTER OF OC | ||||||||
| 1 FEDERATION WAY SUITE 210 | IRVINE | CA | 92603 | NONE | PC | RELIGIOUS | $25,000 | |
| JEWISH COMMUNITY FOUNDATION OF LOS ANGELES | ||||||||
| 6505 WILSHIRE BLVD SUITE 1200 | LOS ANGELES | CA | 90048 | NONE | PC | RELIGIOUS | $150,000 | |
| JEWISH FEDERATION & FAMILY OF OC | ||||||||
| 1 FEDERATION WAY SUITE 210 | IRVINE | CA | 92603 | NONE | PC | RELIGIOUS | $85,000 | |
| JEWISH FUNDERS NETWORK | ||||||||
| 150 WEST 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | NONE | PC | RELIGIOUS | $501,200 | |
| JOYA SCHOLARS | ||||||||
| PO BOX 1457 | FULLERTON | CA | 92836 | NONE | PC | EDUCATION | $10,000 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| 1391 WARNER AVE SUITE D | TUSTIN | CA | 92780 | NONE | PC | HEALTH | $500 | |
| LATINO COMMUNITY FUND | ||||||||
| PO BOX 3299 | DECATUR | GA | 30031 | NONE | PC | SOCIAL SERVICES | $40,000 | |
| MARCONI FOUNDATION FOR KIDS | ||||||||
| 1302 INDUSTRIAL DRIVE | TUSTIN | CA | 92780 | NONE | PC | SOCIAL SERVICES | $6,500 | |
| MARCONI SOCIETY | ||||||||
| 127 UNIVERSITY AVE | BERKELY | CA | 94710 | NONE | PC | EDUCATION | $25,000 | |
| MISSION EDGE | ||||||||
| PO BOX 12319 | SAN DIEGO | CA | 92112 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| NAPA VALLEY COMMUNITY FOUNDATION | ||||||||
| 3299 CLAREMONT WAY SUITE 4 | NAPA | CA | 94558 | NONE | PC | SOCIAL SERVICES | $25,000 | |
| NATIONAL ACADEMY OF SCIENCES | ||||||||
| 500 FIFTH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | EDUCATION/HEALTH | $275,000 | |
| NONPROFIT VOTE | ||||||||
| 2464 MASSACHUSETTS AVE SUITE 101 | CAMBRIDGE | MA | 02140 | NONE | PC | SOCIAL SERVICES | $100,000 | |
| OAKLAND LGBTQ COMMUNITY CENTER | ||||||||
| 3207 LAKESHORE AVE | OAKLAND | CA | 94610 | NONE | PC | SOCIAL SERVICES | $40,000 | |
| OC COMMUNITY FOUNDATION | ||||||||
| 4041 MACARTHER BLVD STE 510 | NEWPORT BEACH | CA | 92660 | NONE | PC | SOCIAL SERVICES | $150 | |
| OHIO'S HOSPICE OF DAYTON | ||||||||
| 324 WILMINGTON AVE | DAYTON | OH | 45420 | NONE | PC | HEALTH | $190,000 | |
| ONEOC | ||||||||
| 1901 E FOURTH STREET STE 100 | SANTA ANA | CA | 92705 | NONE | PC | EDUCATION | $73,092 | |
| ORANGE COAST COLLEGE | ||||||||
| 2701 FAIRVIEW RD | COSTA MESA | CA | 92626 | NONE | PC | EDUCATION | $50,000 | |
| ORANGE COUNTY UNITED WAY | ||||||||
| 18012 MITCHELL AVE SOUTH | IRVINE | CA | 92614 | NONE | PC | SOCIAL SERVICES | $150,000 | |
| ORANGEWOOD FOUNDATION | ||||||||
| 1575 EAST 17TH STREET | SANTA ANA | CA | 92705 | NONE | PC | SOCIAL SERVICES | $15,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| 123 WILLIAM ST 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | HEALTH | $50,000 | |
| PLANNED PARENTHOOD | ||||||||
| 700 S TUSTIN ST | ORANGE | CA | 92866 | NONE | PC | HEALTH | $50,000 | |
| PROGRAM FOR TORTURE VICTIMS | ||||||||
| 3550 WILSHIRE BLVD STE 1906 | LOS ANGELES | CA | 90010 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| QUAN AM BUDDHIST MEDITATION | ||||||||
| 12670 18TH STREET | REDLANDS | CA | 92373 | NONE | PC | RELIGIOUS | $1,000 | |
| SANTA CLARA UNIVERSITY SCHOOL OF LAW | ||||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | NONE | PC | EDUCATION | $5,000 | |
| SEGERSTROM CENTER FOR THE ARTS | ||||||||
| 600 TOWN CENTER DRIVE | COSTA MESA | CA | 92626 | NONE | PC | ARTS | $102,500 | |
| SENECA FAMILY OF AGENCIES | ||||||||
| 233 S QUINTANA DRIVE | ANAHEIM | CA | 92807 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| SEVENTH GENERATION FUND FOR INDIGENOUS PEOPLES | ||||||||
| PO BOX 4569 | ARCATA | CA | 95518 | NONE | PC | SOCIAL SERVICES | $50,000 | |
| SOCIETY FOR INTEGRATIVE ONCOLOGY | ||||||||
| 136 EVERETT ROAD | ALBANY | NY | 12205 | NONE | PC | HEALTH | $100,000 | |
| SOUTHERN CALIFORNIA GRANTMAKERS | ||||||||
| 1000 NORTH ALAMEDA STREET SUITE 230 | LOS ANGELES | CA | 90012 | NONE | PC | EDUCATION | $5,667 | |
| SOUTHERN CALIFORNIA PUBLIC RADIO | ||||||||
| 474 S RAYMOND AVE | PASADENA | CA | 91105 | NONE | PC | ARTS | $1,000 | |
| SOUTHERN SYNCHRO SKIERS | ||||||||
| PO BOX 3200 | TELLURIDE | CO | 81435 | NONE | PC | SOCIAL SERVICES | $6,000 | |
| STANDWITHUS | ||||||||
| 6505 WILSHIRE BLVD 5TH FLOOR | LOS ANGELES | CA | 90048 | NONE | PC | RELIGIOUS | $100,000 | |
| STEM NEXT OPPORTUNITY FUND | ||||||||
| 2305 HISTORIC DECATUR ROAD SUITE | SAN DIEGO | CA | 92106 | NONE | PC | EDUCATION | $25,000 | 100 |
| TALLER SAN JOSE | ||||||||
| 801 NORTH BROADWAY | SANTA ANA | CA | 92701 | NONE | PC | SOCIAL SERVICES | $2,000 | |
| TARBUT V' TORAH | ||||||||
| 5200 BONITA CANYON ROAD | IRVINE | CA | 92612 | NONE | PC | EDUCATION | $25,000 | |
| TELLURIDE FOUNDATION | ||||||||
| PO BOX 4222 | TELLURIDE | CO | 81435 | NONE | PC | SOCIAL SERVICES | $30,000 | |
| TELLURIDE SCIENCE RESEARCH CENTER | ||||||||
| PO BOX 2429 | TELLURIDE | CO | 81435 | NONE | PC | SOCIAL SERVICES | $50,000 | |
| TEMPLE BETH EL | ||||||||
| 2A LIBERTY | ALISO VIEJO | CA | 92656 | NONE | PC | RELIGIOUS | $150,000 | |
| TESLA SCIENCE CENTER OF WARDENCLYFFE | ||||||||
| PO BOX 552 | SHOREHAM | NY | 11786 | NONE | PC | EDUCATION | $5,000 | |
| THANG LONG YOUTH EDUCATION GROUP | ||||||||
| 11642 DORADA AVE | GARDEN GROVE | CA | 82840 | NONE | PC | SOCIAL SERVICES | $1,000 | |
| THE 1939 CLUB | ||||||||
| 8950 W OLYMPIC BLVD SUITE 437 | BEVERLY HILLS | CA | 90211 | NONE | PC | RELIGIOUS | $650 | |
| THE NATIONAL ACADEMY OF ENGINEERING | ||||||||
| 500 FIFTH STREET - NW | WASHINGTON | DC | 20001 | NONE | PC | EDUCATION | $30,000 | |
| TIDES FOUNDATION | ||||||||
| PO BOX 399385 | SAN FRANCISCO | CA | 94139 | NONE | PC | HEALTH/SOCIAL SERVICES | $20,000 | |
| UCI FOUNDATION | ||||||||
| 903 W PELTASON | IRVINE | CA | 92697 | NONE | PC | EDUCATION/HEALTH | $1,400,381 | |
| UCSF FOUNDATION | ||||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | NONE | PC | HEALTH | $1,000 | |
| UNIVERSITY OF CA BERKELEY | ||||||||
| 1995 UNIVERSITY AVENUE SUITE 400 | BERKELEY | CA | 94704 | NONE | PC | EDUCATION | $5,000 | |
| UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION | ||||||||
| 620 W LEXINGTON STREET | BALTIMORE | MD | 21201 | NONE | PC | HEALTH | $50,000 | |
| UNIVERSITY OF MINNESOTA FOUNDATION | ||||||||
| 420 DELAWARE STREET SE MMC 505 | MINNEAPOLIS | MD | 55455 | NONE | PC | HEALTH | $25,000 | |
| USA WARRIORS ICE HOCKEY | ||||||||
| 13424 QUERY MILL ROAD | NORTH POTOMAC | MD | 20878 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| USC LEONARD DAVIS SCHOOL OF GERONTOLOGY | ||||||||
| 3715 MCCLINTOCK AVENUE SUITE 110 | LOS ANGELES | CA | 90089 | NONE | PC | HEALTH | $10,000 | |
| VIRGINIA COMMONWEALTH UNIVERSITY | ||||||||
| 800 EAST LEIGH STREET SUITE 3200 | RICHMOND | VA | 23298 | NONE | PC | HEALTH | $75,000 | |
| WOMEN'S STEP HOUSE OF ORANGE COUNTY | ||||||||
| PO BOX 3676 | LAGUNA HILLS | CA | 92654 | NONE | PC | HEALTH | $5,000 | |
| YOUNG LIVES REDEEMED | ||||||||
| 1105 EAST COMMONWEALTH AVE SUITE | FULLERTON | CA | 92831 | NONE | PC | SOCIAL SERVICES | $10,000 | A-2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,583,781 | 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 | $2,311 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $127,441 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $129,752 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $129,752 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| HENRY SAMUELI 2018 GRANTOR TRUST SOUTH DAKOTA TRUST COMPANY TRUSTEE | ||||||
| 1 | 201 S PHILLIPS AVE STE 200 | SIOUX FALLS | SD | 57104 | $726,781 | Yes (X) |
| HS MANAGEMENT LP | ||||||
| 2 | 2101 E COAST HIGHWAY SUITE 300 | CORONA DEL MAR | CA | 92625 | $2,443,117 | Yes (X) |
| SUSAN FAYE SAMUELI 2018 GRANTOR TRUST SOUTH DAKOTA TRUST COMPANY TRUSTEE | ||||||
| 3 | 201 S PHILLIPS AVE STE 200 | SIOUX FALLS | SD | 57104 | $7,758,523 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | STOCKS | $726,781 | 2020-12-31 |
| 2 | STOCKS | $2,443,117 | 2020-12-31 |
| 3 | STOCKS | $7,758,523 | 2020-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (18 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 | |
| LAPTOP | 2016-01-29 | $1,273 | $1,273 | SL | 3.000000000000 | $0 | $0 | |
| LAPTOP | 2016-09-12 | $2,652 | $2,652 | SL | 3.000000000000 | $0 | $0 | |
| LAPTOP | 2017-07-21 | $1,900 | $1,583 | SL | 3.000000000000 | $317 | $0 | |
| LAPTOP | 2018-03-28 | $2,437 | $1,625 | SL | 3.000000000000 | $542 | $0 | |
| DELL COMPUTERS WK & MF - DESKTOP | 2019-01-11 | $2,463 | $821 | SL | 3.000000000000 | $821 | $0 | |
| DELL MARKETING - DELL DESKTOP GERALD | 2019-04-22 | $1,214 | $303 | SL | 3.000000000000 | $405 | $0 | |
| SURFACE LAPTOP - VICTORIA TORRES | 2019-05-10 | $1,723 | $383 | SL | 3.000000000000 | $574 | $0 | |
| TV SCREENS | 2019-06-03 | $3,233 | $629 | 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 | SL | 3.000000000000 | $690 | $0 | ||
| DELL LAPTOP - LAYLAH BULMAN | 2020-02-23 | $2,048 | SL | 3.000000000000 | $626 | $0 | ||
| DELL LAPTOP - MICHELLE FREEMAN | 2020-09-20 | $2,086 | SL | 3.000000000000 | $231 | $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 | 2020-01 | AcquiredDt |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sold | 2020-12 | SoldDt |
| Basis | $271 | BasisAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$271 | TotalNetAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| PART XIII | 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 2020 TAX YEAR. THE FOLLOWING ARE DISTRIBUTIONS MADE OUT OF CORPUS PURSUANT TO IRC SECTION 4942(H):2017 - $979,6312018 - $1,826,1472019 - $1,239,2462020 - $6,883,397 |
| PART XIII | 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: 2017 - $979,6312018 - $1,826,1472019 - $1,239,2462020 - $6,883,397 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (15 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 |
| LAPTOP | $1,900 | $1,900 | $0 |
| DELL COMPUTERS WK & MF - DESKTOP | $2,463 | $1,642 | $821 |
| DELL MARKETING - DELL DESKTOP GERALD | $1,214 | $708 | $506 |
| SURFACE LAPTOP - VICTORIA TORRES | $1,723 | $957 | $766 |
| TV SCREENS | $3,233 | $1,707 | $1,526 |
| 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 | $690 | $1,380 |
| DELL LAPTOP - LAYLAH BULMAN | $2,048 | $626 | $1,422 |
| DELL LAPTOP - MICHELLE FREEMAN | $2,086 | $231 | $1,855 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $131,884 | LegalFeesAmt |
| Net Investment Income | $32,971 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $52,754 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSETS | Desc |
| EOY Book Value | $1,029 | EOYBookValueAmt |
| EOYFMV | $1,029 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RESEARCH AND DEVELOPMENT | $150,040 | $0 | $150,040 |
| OFFICE | $77,803 | $38,902 | $0 |
| INSURANCE | $21,174 | $10,587 | $0 |
| POSTAGE | $8,125 | $4,063 | $0 |
| TELEPHONE AND INTERNET | $5,135 | $1,284 | $2,568 |
| ADVERTISING | $3,134 | $1,402 | $1,567 |
| BENEFIT PLAN ADMINISTRATION | $1,370 | $137 | $1,096 |
| PAYROLL PROCESSING | $998 | $100 | $798 |
| CUSTODIAL FEES | $500 | $125 | $250 |
| DUES AND SUBSCRIPTIONS | $355 | $0 | $355 |
| BANK FEES | $26 | $26 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL LIABILITIES | $3,030 | $0 |
| OTHER LIABILITIES | $0 | $30 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $203,154 | $0 | $203,154 |
| MANAGEMENT FEES | $6,193 | $2,477 | $0 |
| OUTSIDE SERVICES | $4,685 | $0 | $4,685 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAX | $19,346 | $3,869 | $15,476 |
| FEDERAL TAX | $2,300 | $0 | $0 |
| TAXES & LICENSES | $170 | $0 | $0 |
| PROPERTY TAXES | $71 | $35 | $35 |
| STATE TAX | $810 | $0 | $0 |
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