Sam Foundation

Grand Rapids, MI
Tax-exempt since Oct. 1995
EIN: 36-4035544

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Public Foundations (NTEE)

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$9,814

Expenses

$10,460

Net Income

-$646

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$8,685	88.5%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$1,129	11.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,182	59.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Other
Margaret D Dimatteo (President/Director)	$0	$0
Steven M Swanson Ii (Treasurer/Secretary/Director)	$0	$0

990-PF

Filed on Nov. 12, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$262,685

Expenses

$830,458

Net Income

-$567,773

Net Assets

$646

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,775	2.6%
Interest Revenue	$1,076	0.4%
Dividends	$6,918	2.6%
Sales of Assets	$247,916	94.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$826,609	99.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$646
Total Liabilities	$0
Net Assets	$646

Compensation

Key Employees and Officers	Compensation	Other
Margaret D Dimatteo (President/Director)	$0	$0
Steven M Swanson Ii (Treasurer/Secretary/Director)	$0	$0

990-PF

Filed on Nov. 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$20,917

Expenses

$42,380

Net Income

-$21,463

Net Assets

$916,173

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,290	30.1%
Interest Revenue	$4,828	23.1%
Dividends	$8,500	40.6%
Sales of Assets	$1,299	6.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,848	91.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$916,173
Total Liabilities	$0
Net Assets	$916,173

Compensation

Key Employees and Officers	Compensation	Other
Margaret D Dimatteo (President/Director)	$0	$0
Howard E Bedford (Vice President/Director)	$0	$0
Steven M Swanson Ii (Treasurer/Secretary/Director)	$0	$0

990-PF

Filed on May 31, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$16,144

Expenses

$50,012

Net Income

-$33,868

Net Assets

$820,853

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,707	29.2%
Interest Revenue	$2,041	12.6%
Dividends	$8,000	49.6%
Sales of Assets	$1,396	8.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,091	94.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$820,854
Total Liabilities	$1
Net Assets	$820,853

Compensation

Key Employees and Officers	Compensation	Other
Margaret D Bedford (President/Director)	$0	$0
Howard E Bedford (Vice President/Director)	$0	$0
Steven M Swanson Ii (Treasurer/Secretary/Director)	$0	$0

990-PF

Filed on May 17, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$18,092

Expenses

$57,184

Net Income

-$39,092

Net Assets

$780,524

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,838	37.8%
Interest Revenue	$2,457	13.6%
Dividends	$8,521	47.1%
Sales of Assets	$276	1.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,976	92.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$780,525
Total Liabilities	$1
Net Assets	$780,524

Compensation

Key Employees and Officers	Compensation	Other
Margaret D Bedford (President/Director)	$0	$0
Howard E Bedford (Vice President/Director)	$0	$0
Steven M Swanson Ii (Treasurer/Secretary/Director)	$0	$0

990-PF

Filed on June 8, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$12,779

Expenses

$27,693

Net Income

-$14,914

Net Assets

$839,650

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,962	23.2%
Dividends	$8,288	64.9%
Sales of Assets	$1,529	12.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,938	82.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$839,650
Total Liabilities	$0
Net Assets	$839,650

Compensation

Key Employees and Officers	Compensation	Other
Margaret D Bedford (President/Director)	$0	$0
Howard E Bedford (Vice President/Director)	$0	$0
Steven M Swanson Ii (Treasurer/Secretary/Director)	$0	$0

990-PF

Filed on Nov. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$9,623

Expenses

$43,920

Net Income

-$34,297

Net Assets

$771,090

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,371	24.6%
Dividends	$7,240	75.2%
Sales of Assets	$12	0.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,327	94.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$771,090
Total Liabilities	$0
Net Assets	$771,090

Compensation

Key Employees and Officers	Compensation	Other
Margaret D Bedford (President/Director)	$0	$0
Howard E Bedford (Vice President/Director)	$0	$0
Steven M Swanson Ii (Treasurer/Secretary/Director)	$0	$0

990-PF

Filed on Nov. 7, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

-$16,200

Expenses

$35,101

Net Income

-$51,301

Net Assets

$751,849

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,840
Dividends	$7,660
Sales of Assets	-$25,700
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,515	86.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$751,849
Total Liabilities	$0
Net Assets	$751,849

Compensation

Key Employees and Officers	Compensation	Other
Margaret D Bedford (President/Director)	$0	$0
Howard E Bedford (Vice President/Director)	$0	$0
Steven M Swanson Ii (Treasurer/Secretary/Director)	$0	$0

990-PF

Filed on Nov. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$95,121

Expenses

$67,360

Net Income

$27,761

Net Assets

$741,007

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,152	2.3%
Dividends	$20,609	21.7%
Sales of Assets	$53,374	56.1%
Other Income	$18,986	20.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,372	71.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$741,007
Total Liabilities	$0
Net Assets	$741,007

Compensation

Key Employees and Officers	Compensation	Other
Margaret D Bedford (President/Director)	$0	$0
Howard E Bedford (Vice President/Director)	$0	$0
Steven M Swanson Ii (Treasurer/Secretary/Director)	$0	$0

990-PF

Filed on Oct. 3, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$45,419

Expenses

$48,286

Net Income

-$2,867

Net Assets

$802,227

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,939	8.7%
Dividends	$24,293	53.5%
Sales of Assets	$31,239	68.8%
Other Income	-$14,052

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,490	69.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$802,227
Total Liabilities	$0
Net Assets	$802,227

Compensation

Key Employees and Officers	Compensation	Other
Margaret D Bedford (President/Director)	$0	$0
Howard E Bedford (Vice President/Director)	$0	$0
Steven M Swanson Ii (Treasurer/Secretary/Director)	$0	$0

990-PF

Filed on Sept. 8, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$93,155

Expenses

$49,113

Net Income

$44,042

Net Assets

$794,094

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$41,400	44.4%
Interest Revenue	$1,825	2.0%
Dividends	$17,385	18.7%
Sales of Assets	$29,716	31.9%
Other Income	$2,829	3.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,280	69.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$794,094
Total Liabilities	$0
Net Assets	$794,094

Compensation

Key Employees and Officers	Compensation	Other
Margaret D Bedford (President/Director)	$0	$0
Howard E Bedford (Vice President/Director)	$0	$0
Steven M Swanson Ii (Treasurer/Secretary/Director)	$0	$0

990-PF

Filed on Sept. 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$75,442

Expenses

$37,426

Net Income

$38,016

Net Assets

$717,440

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$33,500	44.4%
Interest Revenue	$2,054	2.7%
Dividends	$16,080	21.3%
Sales of Assets	$20,074	26.6%
Other Income	$3,734	4.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,183	72.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$717,440
Total Liabilities	$0
Net Assets	$717,440

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$87,873

Expenses

$43,209

Net Income

$44,664

Net Assets

$656,524

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$44,400	50.5%
Interest Revenue	$2,850	3.2%
Dividends	$16,083	18.3%
Sales of Assets	$24,520	27.9%
Other Income	$20	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,417	75.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$656,524
Total Liabilities	$0
Net Assets	$656,524

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Sam Foundation

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001