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Nonprofiteer
← SAMARITAS FOUNDATION

Form 990 for tax year 2024

Filed by SAMARITAS FOUNDATION.

Totals

Total revenue
$607,442
Total expenses
$4,927,020
Contributions and grants received
$100,641
Grants paid
$4,640,306
Program service revenue
$0
Investment income
$506,801
Other revenue
$0
Total assets, end of year
$17,963,216
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$17,963,216
Program services expenses (Part IX)
$4,640,306
Management and general expenses
$286,714
Fundraising expenses
$0
Program service expenses (Part III)
$4,640,306

Program services were 94.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $100,641

  • 3 · Investment income

    total $399,316 · excluded $399,316

  • 6a · Gross rents

    real property $127,576

  • 6b · Less rental expenses

    real property $127,576

  • 6c · Rental income or loss

    real property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $5,268,776

  • 7b · Less cost or other basis and sales expenses

    securities $5,161,291

  • 7c · Gain or loss

    securities $107,485

  • 7d · Net gain or loss

    total $107,485 · excluded $107,485

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,640,306 · program services $4,640,306

  • 11a · Fees: management

    total $168,000 · management and general $168,000

  • 11b · Fees: legal

    total $7,310 · management and general $7,310

  • 11c · Fees: accounting

    total $12,264 · management and general $12,264

  • 11f · Fees: investment management

    total $99,140 · management and general $99,140

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $15,880 · end of year $5,166

  • 2 · Savings and temporary cash investments

    beginning of year $255,627 · end of year $237,666

  • 10a · Land, buildings and equipment: cost or other basis

    $1,535,664

  • 10b · Land, buildings and equipment: accumulated depreciation

    $516,006

  • 10c · Land, buildings and equipment, net

    beginning of year $1,133,692 · end of year $1,019,658

  • 11 · Investments: publicly traded securities

    beginning of year $18,398,099 · end of year $16,164,632

  • 15 · Other assets

    beginning of year $1,098,913 · end of year $536,094

  • 27 · Net assets without donor restrictions

    beginning of year $7,808,800 · end of year $7,658,271

  • 28 · Net assets with donor restrictions

    beginning of year $13,093,411 · end of year $10,304,945

Mission and programs · 2024

Mission

TO ESTABLISH A PERMANENT ENDOWMENT FUND OR FUNDS TO RECEIVE AND ADMINISTER FUNDS AND TO BE OPERATED SOLELY FOR CHARITABLE PURPOSES FOR THE BENEFIT OF SAMARITAS, A MICHIGAN NONPROFIT CORPORATION ("SAMARITAS") AND/OR ITS SUBSIDIARIES AND AFFILIATED ENTITIES, TO BE USED SOLELY TO ASSIST IN FULFILLING THE CAPITAL AND PROGRAM SERVICES REQUIREMENTS. TO PROVIDE SUPPORT EXCLUSIVELY TO SAMARITAS TO ENABLE IT TO ACCOMPLISH ITS MISSION OF SERVING OTHERS. TO ACCEPT GIFTS, DEVISES AND BEQUESTS OF PROPERTY, BOTH REAL AND PERSONAL, INCLUDING ENDOWMENT FUNDS, OUTRIGHT OR IN TRUST, AND TO INVEST, MANAGE AND/OR DISTRIBUTE THE SAME AND THE PROCEEDS THEREOF FOR THE USES OF THIS FOUNDATION.

Activities or mission (Part I)

THE RECEIPT OF CONTRIBUTIONS AND BEQUESTS FOR THE BENEFITS OF SUPPORTING THE MISSION OF SAMARITAS.

  • THE FOUNDATION IS A SUPPORTING ORGANIZATION OF SAMARITAS. AS A SUPPORTING ORGANIZATION, THE FOUNDATION SUPPORTS THE MISSION OF SAMARITAS THROUGH GRANTS PAID FOR OPERATIONAL AND CAPITAL PURPOSES.

    Expenses $4,640,306 · Grants $4,640,306

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • David Morin

    TRUSTEE, SAMARITAS CEO

    Total calculated
    $325,508
    From this org
    $0
    From related orgs
    $325,498
    Other
    $10
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $324,853 related
    Bonus
    $0
    Other
    $0 + $645 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $10 related
    Filer's total
    $0 + $325,508 related

  • David Wohleen

    CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Wafa Dinaro

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Ellen Batkie

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Bonnie Reyes

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Kevin Blaser

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Charles Hardwick

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kristin Legato

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • John Mayes

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michael Nussdorfer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Carolyn Russell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Abel Alcala

    TRUSTEE THRU 03/24

    Total calculated
    $0
    Hours/week
    0.5

  • Sheilda Braddock

    TRUSTEE THRU 10/24

    Total calculated
    $0
    Hours/week
    0.5

  • Carolyn Dwyer

    TRUSTEE THRU 10/24

    Total calculated
    $0
    Hours/week
    0.5

  • Jean Schluckebier

    TRUSTEE THRU 10/24

    Total calculated
    $0
    Hours/week
    0.5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART II:
COMPENSATION FOR THE CEO IS REVIEWED AND ESTABLISHED BY SAMARITAS, A RELATED ORGANIZATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • SAMARITAS AFFORDABLE LIVING SPRING LAKE LDHA LP

    LOW INCOME HOUSING · MI

  • ADRIAN VILLAGE LDHA LP

    LOW INCOME HOUSING · MI

  • VILLAGE PINES OF MONROE LDHA LP

    LOW INCOME HOUSING · MI

  • SAMARITAS AFFORDABLE LIVING GRAND RAPIDS LDHA LP

    LOW INCOME HOUSING · MI

  • SAMARITAS AFFORDABLE LIVING MUSKEGON LDHA LP

    LOW INCOME HOUSING · MI

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • SAMARITAS AFFORDABLE LIVING MUSKEGON GP LLC

    C · GENERAL PARTNER IN LP · MI

  • SAMARITAS AFFORDABLE LIVING GRAND RAPIDS GP LLC

    C · GENERAL PARTNER IN LP · MI

  • VILLAGES PINES OF MONROE GP LLC

    C · GENERAL PARTNER IN LP · MI

  • SAMARITAS AFFORDABLE LIVING SPRING LAKE GP LLC

    C · GENERAL PARTNER IN LP · MI

Provenance

Return type
form_990
Tax year
2024
Filed
15 November 2025
IRS schema version
2024v5.2
Source object
202513199349302476

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