THE SAMMANN FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
THE SAMMANN FAMILY FOUNDATION (EIN 88-3669355)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-13
IRS object ID
202601339349104710
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-13T21:50:31-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN883669355EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Sammann Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlSAMMBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonElizabeth SammannPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2026-05-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,509,288FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,400,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$14,694InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$14,694InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$64,919DividendsRevAndExpnssAmt
Dividends Net Invst Incm$64,919DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,310NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$349,435GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,310CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$19,526OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$19,526OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,504,449TotalRevAndExpnssAmt
Total Net Invst Incm$104,449TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$900TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$13,484OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$13,484OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,384TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,484TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$232,680ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$232,680ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$247,064TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$246,164TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,257,385ExcessRevenueOverExpensesAmt
Net Investment Income$104,449NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$37,176SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$702,174SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$702,174SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,850,155CorporateStockBOYAmt
Corporate Stock EOY$2,442,542CorporateStockEOYAmt
Corporate Stock EOYFMV$2,807,114CorporateStockEOYFMVAmt
Total Assets BOY$1,887,331TotalAssetsBOYAmt
Total Assets EOY$3,144,716TotalAssetsEOYAmt
Total Assets EOYFMV$3,509,288TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,887,331RetainedEarningBOYAmt
Retained Earning EOY$3,144,716RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,887,331TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,144,716TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,887,331TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,144,716TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,887,331TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,257,385ExcessRevenueOverExpensesAmt
Subtotal$3,144,716SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,144,716TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$349,435GrossSalesPriceAmt
Cost Or Other Basis$344,125CostOrOtherBasisAmt
Gain Or Loss$5,310GainOrLossAmt
Gains Minus Excess Or Losses$5,310GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$5,310CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,452InvestmentIncomeExciseTaxAmt
Subtotal$1,452SubtotalAmt
Tax Based On Investment Income$1,452TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,023EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$1,023TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$429TaxDueAmt
Refund$0RefundAmt

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 StateDEOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Blake Sammann
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Cooper Sammann
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Derek Sammann
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Treas1.0$0$0$0
Elizabeth Sammann
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres, Sec1.0$0$0$0
Tyler Sammann
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,248,184AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$478,587AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,726,771TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,726,771AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$40,902CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,685,869NetVlNoncharitableAssetsAmt
Minimum Investment Return$134,293MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$134,293MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,452TaxBasedOnInvestmentIncomeAmt
Total Tax$1,452TotalTaxAmt
Distributable Before Adj$132,841DistributableBeforeAdjAmt
Distributable Before Ded$132,841DistributableBeforeDedAmt
Distributable As Adjusted$132,841DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$246,164ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$246,164QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$132,841DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$5,965ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$7,864ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$154,144ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$167,973TotalExcessDistributionCyovAmt
Qualifying Distributions$246,164QualifyingDistributionsAmt
Applied To Current Year$132,841AppliedToCurrentYearAmt
Remaining Distri From Corpus$113,323RemainingDistriFromCorpusAmt
Total Corpus$281,296TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$281,296ExcessDistriCyovToNextYrAmt
Excess From Year3$5,965ExcessFromYear3Amt
Excess From Year2$7,864ExcessFromYear2Amt
Excess From Year1$154,144ExcessFromYear1Amt
Excess From Current Year$113,323ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDerek SammannContributingManagerNm
Contributing ManagerElizabeth SammannContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN NATIONAL RED CROSS
2200 WEST HARRISON STCHICAGOIL60612N/APCAlaska's Storms and Floods Relief$2,500
ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO
DEPARTMENT 4586CAROL STREAMIL60122N/APCCharitable Event$2,500
BUILD INCORPORATED
5100 W HARRISON STCHICAGOIL60644N/APCGeneral & Unrestricted$5,000
CAMPUS CRUSADE FOR CHRIST
PO BOX 628222ORLANDOFL32862N/APCfor the Jesus Film Project$1,000
CAPITAL AREA FOOD BANK
4900 PUERTO RICO AVE NEWASHINGTONDC20017N/APCGeneral & Unrestricted$2,500
CARE AND SHARE INC
2605 PREAMBLE PTCOLORADO SPGSCO80915N/APCGeneral & Unrestricted$2,500
CASA LAKE COUNTY INC
700 FOREST EDGE DRVERNON HILLSIL60061N/APCGeneral & Unrestricted$12,730
CHILDRENS RELIEF INTERNATIONAL
505 E BOYDSTUN AVEROCKWALLTX75087N/APCGeneral & Unrestricted$1,200
CIVIC LEADERSHIP FOUNDATION
674 DRIFTWOOD LNNORTHBROOKIL60062N/APCGeneral & Unrestricted$1,000
FEED MY STARVING CHILDREN
401 93RD AVE NWCOON RAPIDSMN55433N/APCGeneral & Unrestricted$5,000
FEED MY STARVING CHILDREN
401 93RD AVE NWCOON RAPIDSMN55433N/APCAllocated to the North Suburban Church Mobile Pack$15,000
FEED MY STARVING CHILDREN
401 93RD AVE NWCOON RAPIDSMN55433N/APCto support the Illinois gala & to support Illinois Hope Filled Holidays$35,000
FEED MY STARVING CHILDREN
401 93RD AVE NWCOON RAPIDSMN55433N/APCCharitable Event$5,000
GREATER CHICAGO FOOD DEPOSITORY
4100 W ANN LURIE PLCHICAGOIL60632N/APCGeneral & Unrestricted$10,000
IMPACT AO FOUNDATION INC
5040 GREENWOOD CIREXCELSIORMN55331N/APCGeneral & Unrestricted$1,000
K-LOVE INC
2000 REAMS FLEMING BLVDFRANKLINTN37064N/APCGeneral & Unrestricted$5,000
MUSIC OF THE BAROQUE CONCERT SERIES INC
25 E WASHINGTON ST STE 823CHICAGOIL60602N/APCGeneral & Unrestricted$2,500
NORTH SUBURBAN EVANGELICAL FREE CHURCH
200 LAKE COOK RDDEERFIELDIL60015N/APCFor Project Share$10,000
NORTH SUBURBAN EVANGELICAL FREE CHURCH
200 LAKE COOK RDDEERFIELDIL60015N/APCGeneral & Unrestricted$66,000
ORPHANS OF THE STORM
PO BOX 31DEERFIELDIL60015N/APCGeneral & Unrestricted$250
PRAIRIE STATE LEGAL SERVICES INC
303 N MAIN ST STE 600ROCKFORDIL61101N/APCGeneral & Unrestricted$500
SAFE FAMILIES FOR CHILDREN ALLIANCE
4839 W IRVING PARK RDCHICAGOIL60641N/APCGeneral & Unrestricted$2,500
SAMARITANS PURSE
PO BOX 3000BOONENC28607N/APCFor Texas Flood Relief: Texas Flash Flood Relief$5,000
SAMARITANS PURSE
PO BOX 3000BOONENC28607N/APCFor Jamaica following Hurricane Melissa$2,500
SAMARITANS PURSE
PO BOX 3000BOONENC28607N/APCto support disaster relief overseas and not in the US$12,500
SAVING TINY HEARTS SOCIETY
1305 BUSCH PKWY 200BUFFALO GROVEIL60089N/APCGeneral & Unrestricted$500
SKOKIE COUNTRY CLUB EDUCATIONAL FOUNDATION
500 WASHINGTON AVEGLENCOEIL60022N/APCGeneral & Unrestricted$1,000
THE ANVIL LAKE ASSOCIATION INCORPORATED
PO BOX 791EAGLE RIVERWI54521N/APCfor EWM management$2,500
THE FOUNDATION UNITED
7321 MERCHANT COURTSARASOTAFL34240N/APCGeneral & Unrestricted$500
THE SALVATION ARMY
5040 N PULASKI RDCHICAGOIL60630N/APCGeneral & Unrestricted$12,500
UNITED WAY OF LAKE COUNTY INC
330 S GREENLEAF STGURNEEIL60031N/APCGeneral & Unrestricted$5,000
WYCLIFFE BIBLE TRANSLATORS INC
PO BOX 628200ORLANDOFL32862N/APCGeneral & Unrestricted$1,000
YOUNG LIFE
PO BOX 5186BOONEIA50950N/APCfor Young Life North Shore, Program IL$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$232,680TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,694ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$64,919ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,310ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescINVESTMENT MANAGEMENT FEE REFUNDDesc
Exclusion01ExclusionCd
Exclusion$19,526ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$104,449ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$104,449TotalIncomeProducingActyAmt

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 PersonSammann ElizabethContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1941 Forest AvenueAddressLine1Txt
CityGlencoeCityNm
State AbbreviationILStateAbbreviationCd
ZIP60022ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,400,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AVANTIS INTERNATIONAL EQUITY E$175,082$209,587
AVANTIS INTERNATIONAL SMALL CA$24,941$31,104
AVANTIS US EQUITY ETF$56,146$65,056
AVANTIS US SMALL CAP VALUE ETF$112,691$149,503
BLACKROCK STRAT INC OPP PORTFO$104,721$106,198
DFA DIMENSIONAL US LARGE CAP V$110,073$140,945
DFA INTL LARGE CAP GROWTH$92,148$105,352
DFA U.S. LARGE CAP GROWTH PORT$59,040$86,851
DIMENSIONAL EMERGING MARKETS C$123,356$148,827
DIMENSIONAL INTERNATIONAL SMAL$37,722$55,076
DIMENSIONAL INTERNATIONAL VAL$93,953$118,113
DIMENSIONAL US HIGH PROFITABIL$67,905$74,615
DIMENSIONAL US SMALL CAP VALUE$105,054$118,075
DODGE & COX INCOME FUND$107,697$110,184
DOUBLELINE TOTAL RETURN BOND$152,232$154,562
GUGGENHEIM TOTAL RETURN BOND F$105,000$108,027
ISHARES MSCI USA MOMENTUM FACT$74,988$104,129
ISHARES MSCI USA QUALITY FACTO$26,821$40,717
ISHARES S&P 500 INDEX FD$160,867$189,043
JPMORGAN CORE PLUS BOND FUND$108,312$109,833
PIMCO INCOME FUND$107,090$110,723
VANGUARD GROWTH ETF$24,220$45,859
VANGUARD INTERM- TERM GOVERNME$108,158$109,966
VANGUARD INTERMEDIATE TERM INV$259,159$261,900
VANGUARD SMALL-CAP GROWTH ETF$45,166$52,869

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$13,459$13,459
State or Local Filing Fees$25$25

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescINVESTMENT MANAGEMENT FEE REFUNDDesc
Revenue And Expenses Per Books$19,526RevenueAndExpensesPerBooksAmt
Net Investment Income$19,526NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2025CategoryTxt
Amt$900Amt

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