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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T21:50:31-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 883669355 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Sammann Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | SAMM | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elizabeth Sammann | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,509,288 | 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 | $1,400,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14,694 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,694 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $64,919 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,919 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,310 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $349,435 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,310 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $19,526 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $19,526 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,504,449 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $104,449 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $900 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $13,484 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $13,484 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,384 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,484 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $232,680 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $232,680 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $247,064 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $246,164 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,257,385 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $104,449 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $37,176 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $702,174 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $702,174 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,850,155 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,442,542 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,807,114 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,887,331 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,144,716 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,509,288 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,887,331 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,144,716 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,887,331 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,144,716 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,887,331 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,144,716 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,887,331 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,257,385 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,144,716 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,144,716 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $349,435 | GrossSalesPriceAmt |
| Cost Or Other Basis | $344,125 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,310 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,310 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,310 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,452 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,452 | SubtotalAmt |
| Tax Based On Investment Income | $1,452 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,023 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,023 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $429 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| Blake Sammann | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Cooper Sammann | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Derek Sammann | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Elizabeth Sammann | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres, Sec | 1.0 | $0 | $0 | $0 |
| Tyler Sammann | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,248,184 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $478,587 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,726,771 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,726,771 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,902 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,685,869 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $134,293 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $134,293 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,452 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,452 | TotalTaxAmt |
| Distributable Before Adj | $132,841 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $132,841 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $132,841 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $246,164 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $246,164 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $132,841 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $5,965 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,864 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $154,144 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $167,973 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $246,164 | QualifyingDistributionsAmt |
| Applied To Current Year | $132,841 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $113,323 | RemainingDistriFromCorpusAmt |
| Total Corpus | $281,296 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $281,296 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $5,965 | ExcessFromYear3Amt |
| Excess From Year2 | $7,864 | ExcessFromYear2Amt |
| Excess From Year1 | $154,144 | ExcessFromYear1Amt |
| Excess From Current Year | $113,323 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Derek Sammann | ContributingManagerNm |
| Contributing Manager | Elizabeth Sammann | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN NATIONAL RED CROSS | |||||||
| 2200 WEST HARRISON ST | CHICAGO | IL | 60612 | N/A | PC | Alaska's Storms and Floods Relief | $2,500 |
| ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO | |||||||
| DEPARTMENT 4586 | CAROL STREAM | IL | 60122 | N/A | PC | Charitable Event | $2,500 |
| BUILD INCORPORATED | |||||||
| 5100 W HARRISON ST | CHICAGO | IL | 60644 | N/A | PC | General & Unrestricted | $5,000 |
| CAMPUS CRUSADE FOR CHRIST | |||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | N/A | PC | for the Jesus Film Project | $1,000 |
| CAPITAL AREA FOOD BANK | |||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | N/A | PC | General & Unrestricted | $2,500 |
| CARE AND SHARE INC | |||||||
| 2605 PREAMBLE PT | COLORADO SPGS | CO | 80915 | N/A | PC | General & Unrestricted | $2,500 |
| CASA LAKE COUNTY INC | |||||||
| 700 FOREST EDGE DR | VERNON HILLS | IL | 60061 | N/A | PC | General & Unrestricted | $12,730 |
| CHILDRENS RELIEF INTERNATIONAL | |||||||
| 505 E BOYDSTUN AVE | ROCKWALL | TX | 75087 | N/A | PC | General & Unrestricted | $1,200 |
| CIVIC LEADERSHIP FOUNDATION | |||||||
| 674 DRIFTWOOD LN | NORTHBROOK | IL | 60062 | N/A | PC | General & Unrestricted | $1,000 |
| FEED MY STARVING CHILDREN | |||||||
| 401 93RD AVE NW | COON RAPIDS | MN | 55433 | N/A | PC | General & Unrestricted | $5,000 |
| FEED MY STARVING CHILDREN | |||||||
| 401 93RD AVE NW | COON RAPIDS | MN | 55433 | N/A | PC | Allocated to the North Suburban Church Mobile Pack | $15,000 |
| FEED MY STARVING CHILDREN | |||||||
| 401 93RD AVE NW | COON RAPIDS | MN | 55433 | N/A | PC | to support the Illinois gala & to support Illinois Hope Filled Holidays | $35,000 |
| FEED MY STARVING CHILDREN | |||||||
| 401 93RD AVE NW | COON RAPIDS | MN | 55433 | N/A | PC | Charitable Event | $5,000 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | N/A | PC | General & Unrestricted | $10,000 |
| IMPACT AO FOUNDATION INC | |||||||
| 5040 GREENWOOD CIR | EXCELSIOR | MN | 55331 | N/A | PC | General & Unrestricted | $1,000 |
| K-LOVE INC | |||||||
| 2000 REAMS FLEMING BLVD | FRANKLIN | TN | 37064 | N/A | PC | General & Unrestricted | $5,000 |
| MUSIC OF THE BAROQUE CONCERT SERIES INC | |||||||
| 25 E WASHINGTON ST STE 823 | CHICAGO | IL | 60602 | N/A | PC | General & Unrestricted | $2,500 |
| NORTH SUBURBAN EVANGELICAL FREE CHURCH | |||||||
| 200 LAKE COOK RD | DEERFIELD | IL | 60015 | N/A | PC | For Project Share | $10,000 |
| NORTH SUBURBAN EVANGELICAL FREE CHURCH | |||||||
| 200 LAKE COOK RD | DEERFIELD | IL | 60015 | N/A | PC | General & Unrestricted | $66,000 |
| ORPHANS OF THE STORM | |||||||
| PO BOX 31 | DEERFIELD | IL | 60015 | N/A | PC | General & Unrestricted | $250 |
| PRAIRIE STATE LEGAL SERVICES INC | |||||||
| 303 N MAIN ST STE 600 | ROCKFORD | IL | 61101 | N/A | PC | General & Unrestricted | $500 |
| SAFE FAMILIES FOR CHILDREN ALLIANCE | |||||||
| 4839 W IRVING PARK RD | CHICAGO | IL | 60641 | N/A | PC | General & Unrestricted | $2,500 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | For Texas Flood Relief: Texas Flash Flood Relief | $5,000 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | For Jamaica following Hurricane Melissa | $2,500 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | to support disaster relief overseas and not in the US | $12,500 |
| SAVING TINY HEARTS SOCIETY | |||||||
| 1305 BUSCH PKWY 200 | BUFFALO GROVE | IL | 60089 | N/A | PC | General & Unrestricted | $500 |
| SKOKIE COUNTRY CLUB EDUCATIONAL FOUNDATION | |||||||
| 500 WASHINGTON AVE | GLENCOE | IL | 60022 | N/A | PC | General & Unrestricted | $1,000 |
| THE ANVIL LAKE ASSOCIATION INCORPORATED | |||||||
| PO BOX 791 | EAGLE RIVER | WI | 54521 | N/A | PC | for EWM management | $2,500 |
| THE FOUNDATION UNITED | |||||||
| 7321 MERCHANT COURT | SARASOTA | FL | 34240 | N/A | PC | General & Unrestricted | $500 |
| THE SALVATION ARMY | |||||||
| 5040 N PULASKI RD | CHICAGO | IL | 60630 | N/A | PC | General & Unrestricted | $12,500 |
| UNITED WAY OF LAKE COUNTY INC | |||||||
| 330 S GREENLEAF ST | GURNEE | IL | 60031 | N/A | PC | General & Unrestricted | $5,000 |
| WYCLIFFE BIBLE TRANSLATORS INC | |||||||
| PO BOX 628200 | ORLANDO | FL | 32862 | N/A | PC | General & Unrestricted | $1,000 |
| YOUNG LIFE | |||||||
| PO BOX 5186 | BOONE | IA | 50950 | N/A | PC | for Young Life North Shore, Program IL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $232,680 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,694 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,919 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,310 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEE REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $19,526 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $104,449 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $104,449 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Sammann Elizabeth | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 941 Forest Avenue | AddressLine1Txt |
| City | Glencoe | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,400,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 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)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $13,459 | $13,459 |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEE REFUND | Desc |
| Revenue And Expenses Per Books | $19,526 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $19,526 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2025 | CategoryTxt |
| Amt | $900 | Amt |
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