SAM I AM FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SAM I AM FOUNDATION (EIN 47-4574159)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202621269349103542
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T16:26:28-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 WEST WACKER DRIVE SUITE 2600 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | 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 | 474574159 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAM I AM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMI | BusinessNameControlTxt |
| Phone | 8474315632 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2345 EGANDALE ROAD | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL LOEB | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Phone | 8474315632 | PhoneNum |
| Signature | 2026-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER BURKE | PreparerPersonNm |
| PTIN | P01342224 | PTIN |
| Phone | 3128997000 | 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 | $10,078,704 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $206,557 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $206,557 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $377,441 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $443,342 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $377,441 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $584,002 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $584,002 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,457 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,229 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,228 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $12,648 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $736 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $187 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,292 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,965 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,253 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $566,653 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $565,653 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $583,945 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,965 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $567,906 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $57 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $581,037 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,247 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,634 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,634 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,909,430 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,903,100 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,060,070 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,921,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,921,734 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,078,704 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,921,677 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,921,734 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,921,677 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,921,734 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,921,677 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,921,734 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,921,677 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $57 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,921,734 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,921,734 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLIBLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2000-07-08 | AcquiredDt |
| Sold | 2025-12-04 | SoldDt |
| Gross Sales Price | $443,342 | GrossSalesPriceAmt |
| Cost Or Other Basis | $65,901 | CostOrOtherBasisAmt |
| Gain Or Loss | $377,441 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $377,441 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $377,441 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,076 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,076 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,076 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,080 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,080 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,996 | TaxDueAmt |
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 | IL | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | JODI LOEB | IndividualWithBooksNm |
| Phone | 8474315632 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2345 EGANDALE ROAD | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| JILLIAN SAMANTHA TEVEN | ||||||||
| 2345 EGANDALE ROAD | HIGHLAND PARK | IL | 60035 | DIRECTOR / TREASURER | 1.00 | $0 | $0 | $0 |
| RYAN SAMANTHA LOEB | ||||||||
| 2345 EGANDALE ROAD | HIGHLAND PARK | IL | 60035 | DIRECTOR / SECRETARY | 1.00 | $0 | $0 | $0 |
| PAUL LOEB | ||||||||
| 2345 EGANDALE ROAD | HIGHLAND PARK | IL | 60035 | FOUNDATION MANAGER | 1.00 | $0 | $0 | $0 |
| JUSTIN SAMUEL LOEB | ||||||||
| 2345 EGANDALE ROAD | HIGHLAND PARK | IL | 60035 | DIRECTOR / PRESIDENT | 1.00 | $0 | $0 | $0 |
| JODI LOEB | ||||||||
| 2345 EGANDALE ROAD | HIGHLAND PARK | IL | 60035 | FOUNDATION MANAGER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $10,168,804 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,300 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,223,104 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,223,104 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $153,347 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,069,757 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $503,488 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $503,488 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,076 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,076 | TotalTaxAmt |
| Distributable Before Adj | $495,412 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $495,412 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $495,412 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $567,906 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $567,906 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $495,412 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $34,163 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $34,325 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,647 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,037 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $111,172 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $567,906 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $495,412 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $72,494 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $183,666 | 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 | $34,163 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $149,503 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $34,325 | ExcessFromYear3Amt |
| Excess From Year2 | $19,647 | ExcessFromYear2Amt |
| Excess From Year1 | $23,037 | ExcessFromYear1Amt |
| Excess From Current Year | $72,494 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JODI LOEB | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF ALYN HOSPITAL | |||||||
| 122 E 42ND STREET SUITE 1519 | NEW YORK | NY | 10168 | NONE | PC | GENERAL OPERATING SUPPORT | $1,849 |
| ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO FOUNDATION | |||||||
| 225 EAST CHICAGO AVE | CHICAGO | IL | 60611 | NONE | PC | GENERAL OPERATING SUPPORT | $300,000 |
| ANTI DEFAMATION LEAGUE | |||||||
| 605 E 3RD AVE | NEW YORK | NY | 10158 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| CHARLES M SCHWARTZ MEMORIAL FOUNDATION | |||||||
| 333 WEST WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PF | GENERAL OPERATING SUPPORT | $5,000 |
| FRIENDS OF THE IDF | |||||||
| 29 E MADISON | CHICAGO | IL | 60602 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 |
| HELPING HANDS NETWORK INC | |||||||
| 425 HUEHL BOARD | NORTHBROOK | IL | 60052 | NONE | PC | GENERAL OPERATING SUPPORT | $1,980 |
| ISRAEL CANCER RESEARCH FUND | |||||||
| 52 VANDERBILT AVE | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| JEWISH UNITED FUND OF METROPOLITAN CHICAGO | |||||||
| 30 SOUTH WELLS STREET | CHICAGO | IL | 60606 | NONE | PC | GENERAL OPERATING SUPPORT | $150 |
| NATIONAL KIDNEY FOUNDATION | |||||||
| 215 WEST ILLINOIS | CHICAGO | IL | 60654 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 525 W MONROE STREET | CHICAGO | IL | 60661 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| NORTH SHORE CONGREGATION ISRAEL | |||||||
| 1185 SHERIDAN ROAD | GLENCOE | IL | 60022 | NONE | PC | GENERAL OPERATING SUPPORT | $29,340 |
| THE CHICAGO LIGHTHOUSE | |||||||
| 1850 W ROOSEVELT ROAD | CHICAGO | IL | 60608 | NONE | PC | GENERAL OPERATING SUPPORT | $156 |
| UNITED STATES HOLOCAUST MEMORIAL COUNCIL | |||||||
| 105 RAOUL WALLENBERG PLACE | WASHINGTON | DC | 20024 | NONE | PC | GENERAL OPERATING SUPPORT | $15,068 |
| PAYPAL CHARITABLE GIVING FUND | |||||||
| 1250 I STREET NW 1202 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING SUPPORT | $50 |
| GIVENGAIN FOUNDATION USA | |||||||
| 6301 NW 5TH WAY 3RD FLOOR | FORT LAUDERDALE | FL | 33309 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| ANOTHER STEP INC | |||||||
| 30 RAMLAND ROAD 202 | ORANGEBURG | NY | 10962 | NONE | PC | GENERAL OPERATING SUPPORT | $100 |
| HIGHLAND PARK PEACE PROJECT | |||||||
| 1623 SYLVESTER PLACE | HIGHLAND PARK | IL | 60035 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 |
| SECURE COMMUNITY NETWORK INC | |||||||
| 540 N DEARBORN PO BOX 10303 | CHICAGO | IL | 60610 | NONE | PC | GENERAL OPERATING SUPPORT | $1,800 |
| THE GIVING BACK FUND INC | |||||||
| 500 COMMERCIAL STREET SUITE 4R | BOSTON | MA | 02109 | NONE | PC | GENERAL OPERATING SUPPORT | $1,800 |
| THE ARK | |||||||
| 6450 N CALIFORNIA AVE | CHICAGO | IL | 60645 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| AM SHALOM | |||||||
| 840 VERNON AVE | GLENCOE | IL | 60022 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| JAC EDUCATION FOUNDATION | |||||||
| PO BOX 541 | HIGHLAND PARK | IL | 60035 | NONE | PC | GENERAL OPERATING SUPPORT | $360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $565,653 | 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 | $4 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $206,557 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $377,441 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $584,002 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $584,002 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,457 | Amt |
| Net Investment Income | $2,229 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,228 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHARLES M SCHWARTZ MEMORIAL FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 WEST WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2025-07-11 | GrantDt |
| Grant | $5,000 | GrantAmt |
| Purpose Of Grant | ON JULY 11, 2025 A PAYMENT IN THE AMOUNT OF $5,000 WAS MADE FROM SAM I AM FOUNDATION TO THE CHARLES M SCHWARTZ MEMORIAL FOUNDATION, A PRIVATE NON-OPERATING FOUNDATION. THE CHARLES M SCHWARTZ MEMORIAL FOUNDATION IMMEDIATELY TRANSFERRED THE FUNDS TO THE LOYOLA UNIVERSITY MEDICAL CENTER, A PUBLIC CHARITY, AND PROVIDED EVIDENCE OF THE REDISTRIBUTION AND CORPUSTREATMENT TO SAM I AM FOUNDATION, THEREFORE MEETING THE PASS-THROUGH EXCEPTION PURSUANT TO TREAS. REG. 53.4942(A)-3(C)(1). PURSUANT TO TREAS. REG. 53.4945-5(B)(2), SAM I AM FOUNDATION HAS VERIFIED THAT THE CHARLES M SCHWARTZ MEMORIAL FOUNDATION HAS REDISTRIBUTED THE FUNDS TO A PUBLIC CHARITY AND SAM I AM FOUNDATION HAS OBTAINED ADEQUATE RECORDS BY THE CHARLES M SCHWARTZ MEMORIAL FOUNDATION TO SATISFY TREAS. REG. 53.4945-5(B)(3). TO THE KNOWLEDGE OF THE TRUSTEES OF THE SAM I AM FOUNDATION, THERE HAS BEEN NO DIVERSION OF ANY PORTION OF THE FUNDS PAID FROM THE SAM I AM FOUNDATION TO THE CHARLES M SCHWARTZ MEMORIAL FOUNDATION. | PurposeOfGrantTxt |
| Expended By Grantee | $5,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | A PRIVATE NON OPERATING FOUNDATION | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 071125 | DatesOfReportsByGranteeTxt |
| Verification | 2025-07-11 | VerificationDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS | $1,208,295 | $8,922,250 |
| PUBLICLY TRADED STOCKS | $1,694,805 | $1,137,820 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IL SECRETARY OF STATE | $10 | $0 | $10 |
| IL CHARITY BUREAU | $15 | $0 | $15 |
| MISCELLANEOUS | $162 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $736 | $736 | $0 |
| OTHER TAXES | $11,912 | $0 | $0 |