2024-11-04T10:29:33-06:00 2023-12-31 911194016 CLARK NUBER PS 10900 NE 4TH ST STE 1400 BELLEVUE WA 98004 990 2023-01-01 383201490 SAMARITAS FOUNDATION SAMA 3138237700 8131 E JEFFERSON AVE DETROIT MI 48214 DAVID MORIN TRUSTEE, SAMARITAS CEO 3138237700 2024-10-30 1 0 MEGAN R RYAN P00737884 4254544919 2024-10-30 2023 2024-10-15 13:58:12Z DAVID WOHLEEN 8131 E JEFFERSON AVE DETROIT MI 48214 5642408 0 X WWW.SAMARITAS.ORG X 1994 MI THE RECEIPT OF CONTRIBUTIONS AND BEQUESTS FOR THE BENEFITS OF SUPPORTING THE MISSION OF SAMARITAS. 17 16 0 16 0 0 1100288 55334 0 0 -445358 8124 0 0 654930 63458 690994 667609 0 0 0 0 0 0 0 300090 290853 991084 958462 -336154 -895004 19223596 20902211 497140 0 18726456 20902211 X TO ESTABLISH A PERMANENT ENDOWMENT FUND OR FUNDS TO RECEIVE AND ADMINISTER FUNDS AND TO BE OPERATED SOLELY FOR CHARITABLE PURPOSES FOR THE BENEFIT OF SAMARITAS, A MICHIGAN NONPROFIT CORPORATION ("SAMARITAS") AND/OR ITS SUBSIDIARIES AND AFFILIATED ENTITIES, TO BE USED SOLELY TO ASSIST IN FULFILLING THE CAPITAL AND PROGRAM SERVICES REQUIREMENTS. TO PROVIDE SUPPORT EXCLUSIVELY TO SAMARITAS TO ENABLE IT TO ACCOMPLISH ITS MISSION OF SERVING OTHERS. TO ACCEPT GIFTS, DEVISES AND BEQUESTS OF PROPERTY, BOTH REAL AND PERSONAL, INCLUDING ENDOWMENT FUNDS, OUTRIGHT OR IN TRUST, AND TO INVEST, MANAGE AND/OR DISTRIBUTE THE SAME AND THE PROCEEDS THEREOF FOR THE USES OF THIS FOUNDATION. 0 0 667609 667609 THE FOUNDATION IS A SUPPORTING ORGANIZATION OF SAMARITAS. AS A SUPPORTING ORGANIZATION, THE FOUNDATION SUPPORTS THE MISSION OF SAMARITAS THROUGH GRANTS PAID FOR OPERATIONAL AND CAPITAL PURPOSES. 667609 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MI X CYNTHIA SIKINA 3138237700 8131 E JEFFERSON AVENUE DETROIT MI 48214 DAVID MORIN TRUSTEE, SAMARITAS CEO 1.00 50.00 X X 0 297415 1212 DAVID WOHLEEN CHAIRPERSON 5.00 0.00 X X 0 0 0 ELLEN BATKIE SECRETARY 5.00 0.00 X X 0 0 0 BONNIE REYES TREASURER 5.00 0.00 X X 0 0 0 ABEL ALCALA TRUSTEE 1.00 0.00 X 0 0 0 PAUL BALAS TRUSTEE 1.00 0.00 X 0 0 0 KEVIN BLASER TRUSTEE 1.00 0.00 X 0 0 0 SHEILDA BRADDOCK TRUSTEE 1.00 0.00 X 0 0 0 WAFA DINARO TRUSTEE 1.00 0.00 X 0 0 0 CAROLYN DWYER TRUSTEE 1.00 0.00 X 0 0 0 CHIP HARDWICK TRUSTEE 1.00 0.00 X 0 0 0 KRISTIN LEGATO TRUSTEE 1.00 0.00 X 0 0 0 JOHN MAYES TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL NUSSDORFER TRUSTEE 1.00 0.00 X 0 0 0 CAROLYN RUSSELL TRUSTEE 1.00 0.00 X 0 0 0 JEAN SCHLUCKEBIER TRUSTEE 1.00 0.00 X 0 0 0 DAVID LOCHNER TRUSTEE 1.00 5.00 X 0 0 0 0 297415 1212 0 0 1 0 SAMARITAS 8131 E JEFFERSON AVE DETROIT MI 48214 MANAGEMENT SERVICES 168000 MERRILL LYNCH PO BOX 2016 LAKEWOOD NJ 08701 INVESTMENT MANAGEMENT 118759 2 55334 55334 431043 431043 129847 129847 0 0 5026184 5449103 -422919 -422919 -422919 63458 0 0 8124 667609 667609 168000 168000 3150 3150 118759 118759 944 944 958462 667609 290853 0 16300 15880 329502 255627 20924 0 18068 0 1522122 388430 1263538 1133692 17519758 18398099 55506 1098913 19223596 20902211 497140 0 497140 0 X 6979791 7808800 11746665 13093411 18726456 20902211 19223596 20902211 -895004 3070759 0 X 0 1 X 1 0 X X X 1 SAMARITAS 381360553 7 1 667609 0 1 667609 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART I, LINE G, COLUMN V: AMOUNT OF SUPPORT PAID GRANTS PAID TO SAMARITAS, 5% ANNUAL DISTRIBUTION: $667,609 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11691159 2005685 667611 13029233 14728147 54060 2397054 693994 11691159 13355597 213561 1658989 50000 14728147 12453063 32433 1370101 500000 13355597 10744885 14133 2134115 440070 12453063 0.00000 0.65127 0.34873 0 0 1370784 343029 1027755 151338 45401 105937 1133692 DEFERRED ANNUITY 64178 DUE FROM AFFILIATES 1034735 1098913 PART V, LINE 4: EARNINGS ON ENDOWMENTS WITH PURPOSE RESTRICTION WILL BE SPENT ON THE APPLICABLE PURPOSE. EARNINGS ON UNRESTRICTED ENDOWMENTS HELPS FUND THE ANNUAL DISTRIBUTION TO SAMARITAS AND ANY SPECIAL FUNDING REQUESTS FROM SAMARITAS THAT ARE APPROVED BY THE FOUNDATION BOARD OF TRUSTEES. 1 SAMARITAS 8131 E JEFFERSON AVE DETROIT MI 48214 381360553 501(C)(3) 667609 0 TO SUPPORT SAMARITAS 1 0 PART I, LINE 2: THE BOARD REVIEWS QUARTERLY FINANCIAL REPORTS FOR THE FOUNDATION, WHICH INCLUDES ANY ASSISTANCE TO SAMARITAS. IN ADDITION, THE FOUNDATION RECEIVES REPORTS FROM SAMARITAS ON MISSION OR CAPITAL ACCOMPLISHMENTS ACHIEVED WITH THE FUNDS. 0 0 0 0 0 0 0 0 0 DAVID MORIN TRUSTEE, SAMARITAS CEO 0 282693 0 14722 0 0 0 0 0 1212 0 298627 0 0 FORM 990 PART I, LINE 6 TOTAL VOLUNTEERS CONSISTS OF UNCOMPENSATED BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 3 SAMARITAS PROVIDES MANAGEMENT SERVICES UNDER A MANAGEMENT AGREEMENT FOR THE SAMARITAS FOUNDATION. FORM 990, PART VI, SECTION A, LINE 6 SAMARITAS IS THE SOLE MEMBER OF SAMARITAS FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A SAMARITAS APPROVES ALL NEWLY NOMINATED FOUNDATION TRUSTEES AT AN ANNUAL BOARD MEETING. FORM 990, PART VI, SECTION A, LINE 7B MEMBER APPROVAL IS REQUIRED FOR THE FOLLOWING ACTIONS: (A) AMENDING THE ARTICLES OF INCORPORATION OR BYLAWS (B) ADOPTING AN AGREEMENT OF MERGER OR CONSOLIDATION (C) SELLING, LEASING, OR EXCHANGING THE FOUNDATION'S PROPERTY AND ASSETS OUTSIDE OF THE ORDINARY COURSE OF OPERATIONS (D) ADOPTING A RESOLUTION FOR THE DISSOLUTION OF THE FOUNDATION (E) FILLING VACANCIES ON THE BOARD OF TRUSTEES (F) BORROWING MONEY, LOANING MONEY, PLEDGING OR OTHERWISE HYPOTHECATING ASSETS OR PROPERTY OF THE FOUNDATION (G) ENTERING INTO ANY LONG TERM LEASE ON BEHALF OF THE FOUNDATION (H) APPROVING THE FOUNDATION'S ANNUAL BUDGET AND (I) CREATING OR AMENDING ANY POLICIES OR SIGNIFICANT ACTIVITIES OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO SUBMISSION TO THE IRS, THE FORM IS PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE WRITTEN CONFLICT OF INTEREST POLICY BY MONITORING CONTRACTS, INVOICES AND PERSONNEL, AND BY REQUESTING INFORMATION AT ALL BOARD MEETINGS. ANY TRUSTEE OR OFFICER HAVING A CONFLICT OF INTEREST OR POSSIBLE CONFLICT OF INTEREST SHOULD NOT VOTE OR USE HIS OR HER PERSONAL INFLUENCE ON THE MATTER, SHOULD NOT BE PRESENT DURING CONSIDERATION OF THE MATTER, AND SHOULD NOT BE COUNTED IN DETERMINING A QUORUM FOR THE MEETING AT WHICH THE MATTER IS VOTED UPON. ANY CONFLICTS OR POTENTIAL CONFLICTS ARE DOCUMENTED IN THE BOARD MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. SAMARITAS 8131 E JEFFERSON AVE DETROIT MI 48214 381360553 HUMAN AND SOCIAL SERVICES MI 501(C)(3) LINE 7 N/A 0 LUTHERAN HOUSING CORP OF CHEBOYGAN 1035 STANLEY STREET CHEBOYGAN MI 49721 382593772 LOW INCOME HOUSING MI 501(C)(3) LINE 10 SAMARITAS 0 LUTHERAN HOUSING CORPORATION OF ALPENA 210 WILSON ST ALPENA MI 49707 382534392 LOW INCOME HOUSING MI 501(C)(3) LINE 10 SAMARITAS 0 LUTHERAN HOUSING CORP OF ANN ARBOR 8131 E JEFFERSON AVE DETROIT MI 48214 383112348 LOW INCOME HOUSING MI 501(C)(3) LINE 10 SAMARITAS 0 LUTHERAN HOUSING CORPORATION OF MONROE 8131 E JEFFERSON AVE DETROIT MI 48214 383258345 LOW INCOME HOUSING MI 501(C)(3) LINE 10 SAMARITAS 0 LUTHERAN NP HOUSING CORP - LANSING 8131 E JEFFERSON AVE DETROIT MI 48214 300141220 LOW INCOME HOUSING MI 501(C)(3) LINE 10 SAMARITAS 0 LUTHERAN HOUSING CORPORATION - CALVARY 4950 GATESHEAD STREET DETROIT MI 48236 208466348 LOW INCOME HOUSING MI 501(C)(3) LINE 10 SAMARITAS 0 SAMARITAS AFFORDABLE LIVING SPRING LAKE LDHA LP 8131 E JEFFERSON AVE DETROIT MI 48214 872850715 LOW INCOME HOUSING MI N/A 0 0 DANISH VILLAGE LDHA LP 8131 E JEFFERSON AVE DETROIT MI 48214 202660328 LOW INCOME HOUSING MI N/A 0 0 ADRIAN VILLAGE LDHA LP 8131 E JEFFERSON AVE DETROIT MI 48214 454532834 LOW INCOME HOUSING MI N/A 0 0 VILLAGE PINES OF MONROE LDHA LP 8131 E JEFFERSON AVE DETROIT MI 48214 462026125 LOW INCOME HOUSING MI N/A 0 0 SAMARITAS AFFORDABLE LIVING GRAND RAPIDS LDHA LP 8131 E JEFFERSON AVE DETROIT MI 48214 824954642 LOW INCOME HOUSING MI N/A 0 0 SAMARITAS AFFORDABLE LIVING MUSKEGON LDHA LP 8131 E JEFFERSON AVE DETROIT MI 48214 845063545 LOW INCOME HOUSING MI N/A 0 0 SAMARITAS AFFORDABLE LIVING MUSKEGON GP LLC 8131 E JEFFERSON AVE DETROIT MI 48214 845071184 HOUSING ASSISTANCE MI N/A C 0 SAMARITAS AFFORDABLE LIVING GRAND RAPIDS GP LLC 8131 E JEFFERSON AVE DETROIT MI 48214 824984621 HOUSING ASSISTANCE MI N/A C 0 VILLAGES PINES OF MONROE GP LLC 8131 E JEFFERSON AVE DETROIT MI 48214 473801788 HOUSING ASSISTANCE MI N/A C 0 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0