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SIMONIAN FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SIMONIAN FAMILY FOUNDATION (EIN 88-2707665)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-24
IRS object ID
202502979349101315
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-24T16:04:28-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt
Disaster ReliefLA COUNTY FIRESDisasterReliefTxt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954120221PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Clumeck Stern Schenkelberg & GetzoffBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line117404 Ventura Bl 2nd FloorAddressLine1Txt
CityEncinoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91316ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN882707665EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SIMONIAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSIMOBusinessNameControlTxt
Phone3102055555PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18701 WILSHIRE BOULEVARDAddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90211ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMikael CohenPersonNm
Person TitleSecretaryPersonTitleTxt
Signature2025-10-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonL LARRY CLUMECKPreparerPersonNm
PTINP01371460PTIN
Phone8189062230PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,946,099FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$17,300,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$368,465InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$368,465InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$368,465InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$219,415DividendsRevAndExpnssAmt
Dividends Net Invst Incm$219,415DividendsNetInvstIncmAmt
Dividends Adj Net Incm$219,415DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$587NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$29,086GrossSalesPriceAmt
Total Rev And Expnss$17,887,293TotalRevAndExpnssAmt
Total Net Invst Incm$587,880TotalNetInvstIncmAmt
Total Adj Net Incm$587,880TotalAdjNetIncmAmt
Taxes Rev And Expnss$5,279TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$10,198OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,798OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$15,477TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,798TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,875,995ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,875,995ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,891,472TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,798TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$12,875,995TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,995,821ExcessRevenueOverExpensesAmt
Net Investment Income$578,082NetInvestmentIncomeAmt
Adjusted Net Income$587,880AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$624,176CashBOYAmt
Cash EOY$5,093,911CashEOYAmt
Cash EOYFMV$5,093,911CashEOYFMVAmt
Sav And Temp Cash Invst BOY$9,367,940SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,644,183SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,644,183SavAndTempCashInvstEOYFMVAmt
Corporate Stock EOY$1,596,960CorporateStockEOYAmt
Corporate Stock EOYFMV$1,596,960CorporateStockEOYFMVAmt
Corporate Bonds EOY$1,562,383CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,562,383CorporateBondsEOYFMVAmt
Other Assets EOY$48,662OtherAssetsEOYAmt
Other Assets EOYFMV$48,662OtherAssetsEOYFMVAmt
Total Assets BOY$9,992,116TotalAssetsBOYAmt
Total Assets EOY$14,946,099TotalAssetsEOYAmt
Total Assets EOYFMV$14,946,099TotalAssetsEOYFMVAmt
Grants Payable EOY$5,518,461GrantsPayableEOYAmt
Other Liabilities BOY$5,221OtherLiabilitiesBOYAmt
Total Liabilities BOY$5,221TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,518,461TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$9,986,895NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$9,427,638NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$9,986,895TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,427,638TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,992,116TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,946,099TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,986,895TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,995,821ExcessRevenueOverExpensesAmt
Subtotal$14,982,716SubtotalAmt
Other Decreases$5,555,078OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,427,638TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyBANK OF AMERICA - ST COVEREDPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2024-01-01AcquiredDt
Sold2024-12-31SoldDt
Gross Sales Price$29,086GrossSalesPriceAmt
Cost Or Other Basis$29,673CostOrOtherBasisAmt
Gain Or Loss-$587GainOrLossAmt
Gains Minus Excess Or Losses-$587GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$587CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$587NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,035InvestmentIncomeExciseTaxAmt
Subtotal$8,035SubtotalAmt
Tax Based On Investment Income$8,035TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,324EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,324TotalPaymentsAndCreditsAmt
Tax Due$2,711TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JEAN SIMONIANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3102055555PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18701 WILSHIRE BOULEVARDAddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90211ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Jean Simonian
8701 WILSHIRE BLVDBEVERLY HILLSCA90211CEO1.00$0
Mikael Cohen
8701 WILSHIRE BLVDBEVERLY HILLSCA90211Secretary1.00$0
Gregory Simonian
8701 WILSHIRE BLVDBEVERLY HILLSCA90211CFO Treasurer1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$263,279AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,588,616AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,851,895TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$11,851,895AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$177,778CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,674,117NetVlNoncharitableAssetsAmt
Minimum Investment Return$583,706MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$583,706MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,035TaxBasedOnInvestmentIncomeAmt
Total Tax$8,035TotalTaxAmt
Distributable Before Adj$575,671DistributableBeforeAdjAmt
Distributable Before Ded$575,671DistributableBeforeDedAmt
Distributable As Adjusted$575,671DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,875,995ExpensesAndContributionsAmt
Qualifying Distributions$12,875,995QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$575,671DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$577,409ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,241,145ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$13,818,554TotalExcessDistributionCyovAmt
Qualifying Distributions$12,875,995QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$575,671AppliedToCurrentYearAmt
Remaining Distri From Corpus$12,300,324RemainingDistriFromCorpusAmt
Total Corpus$26,118,878TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$26,118,878ExcessDistriCyovToNextYrAmt
Excess From Year2$577,409ExcessFromYear2Amt
Excess From Year1$13,241,145ExcessFromYear1Amt
Excess From Current Year$12,300,324ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJean SimonianContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Myriad USA-FKA King Baudouin Founda
551 Fifth Avenue Suite 2400New YorkNY10176NONEPCMedical Research$9,432,495
After School All Stars
145 S Fairfax Ave Suite 200Los AngelesCA90036NONEPCSchool Programs$1,357,000
Neimus Moshe USA
144-16 68th AvenueFlushingNY11367NONEPCGENERAL OPERATIONS$35,000
Armenian American Museum
116 North Artsakh Avenue Ste 205GlendaleCA91206NONEPCGENERAL OPERATIONS$2,000,000
Armenia Hearing Aid Project
478 W Colorado StGlendaleCA91204NONEPCGENERAL OPERATIONS$1,500
GOLDIE HAWN FOUNDATION
220 26TH STREET 203SANTA MONICACA90402NONEPCGENERAL OPERATIONS$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,875,995TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$368,465ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$219,415ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$587ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$587,293ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$587,293TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonILDICO INCContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line18701 WILSHIRE BLVDAddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90211ZIPCd
FieldValueIRS element (for citing)
Total Contributions$17,300,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED INT AND DIV RECEIVABLEDesc
EOY Book Value$48,662EOYBookValueAmt
EOYFMV$48,662EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescGRANTS PAYABLEDesc
Amt$5,518,461Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK FEES$9,798$9,798
Registration Fee$400

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExcise taxesCategoryTxt
Amt$5,279Amt

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