2025-11-17T13:24:00-08:00 2024-12-31 208087076 FOTI FLYNN LOWEN & CO PC 501 S JEFFERSON ST ROANOKE VA 24011 990PF 2024-01-01 546050920 SAM & MARION GOLDEN HELPING HAND FOUNDATION SAM& 5409776205 PO BOX 8278 ROANOKE VA 24014 DAVID TENZER Director 2025-11-17 true true DAVID P BOOTH CPA P01436015 5403449246 2024 2025-03-06 01:10:19Z X 29649841 X X 169328 142171 573294 530608 945067 6740672 960426 115283 1802972 1633205 6000 3000 3000 214699 214699 5347 5347 1196 1196 227242 224242 3000 1291000 1291000 1518242 224242 1294000 284730 1408963 4823 4874 4874 1575533 2590474 2590474 1971580 1600290 1567821 7519070 7066387 10322900 1942392 2521275 2498140 9428521 8943349 12665632 22441919 22726649 29649841 0 X 22441919 22726649 22441919 22726649 22441919 22726649 22441919 284730 22726649 22726649 MERRILL LYNCH - 4008 P 2000-01-01 2024-12-31 1214132 1216726 -2594 -2594 MERRILL LYNCH 4009 P 2000-01-01 2024-12-31 1987477 1429512 557965 557965 MERRILL LYNCH - 2276 P 2000-01-01 2024-12-31 308914 401305 -92391 -92391 GOLDMAN SACHS - COMBINED P 2000-01-01 2024-12-31 3199647 2748062 451585 451585 CAPITAL GAIN DISTRIBUTIONS P 2000-01-01 2024-12-31 30502 30502 30502 Wash Sale 15359 960426 19585 19585 19585 45974 45974 X 26389 26389 false false false false false false false true true VA true false false false false true NONE MARY ANN WARD 5409776205 PO BOX 8278 ROANOKE VA 240140278 false false false false false false false false false false false false false false false false false false false false false false MARY ANN WARD PO BOX 8278 ROANOKE VA 24014 PRES/DIR 1.00 0 JOHN LICHTENSTEIN 347 highland ave ROANOKE VA 24016 Director 0.50 0 DAVID TENZER 3601 PEAKWOOD DRIVE ROANOKE VA 24014 Director 0.50 0 NONE NONE N/A CONTRIBUTIONS MADE TO OTHER CHARITABLE ORGANIZATIONS 0 27165102 1586868 0 28751970 0 28751970 431280 28320690 1416035 1416035 19585 19585 1396450 1396450 1396450 1294000 1294000 1396450 1248250 1294000 1248250 0 45750 1350700 The SamMarion Golden Helping Hand F Bank of America NJ2-130-03-22 1300 PENNINGTON NJ 085344124 6092749309 carla.tisdale_walker@bofa.com WRITTEN REQUESTS JANUARY 1 - MARCH 31 AND JULY 1 - SEPTEMBER 30 The Foundation makes distributions semiannually to qualifying organizations described above; however Foundation's Board of Directors reserves the right to make additional distributions as appropriate to accomplish the mission of the Foundation. The Foundation makes grants to organizations that qualify under Section 50l(c)(3) of the Internal Revenue Code.Review of ProposalsGrant proposals are evaluated on the basis of a demonstrated need for the project; clearly stated objectives and a well-developed plan for achieving them; evidence of the organization's ability to manage, fund, and sustain the project; and appropriateness to the Foundation's interest.Proposals should be submitted between January 1 and March 31 for the grants to be awarded in June. Proposals should be submitted between July 1 and September 30 for grants to be awarded in December.After initial review by the grants coordinator, the coordinator or a board member could contact the requesting organization's designated perso SEE SCHEDULE ATTACHED VARIOUS VARIOUS VA 24011 NONE PC ORG. CHARITY (ALL) 1291000 1291000 14 169328 14 573294 18 115283 18 945067 1802972 1802972 3478 THE FOUNDATION'S SOLE SOURCE OF INCOME IS INVESTMENT INCOME AND CONTRIBUTIONS OF DONORS. THE PURPOSE OF THE FOUNDATION IS TO "ACCEPT", HOLD, ADMINISTER, INVEST AND DISBURSE FOR CHARITABLE, RELIGIOUS, EDUCATIONAL AND SUCH OTHER PURPOSES. SUCH FUNDS AS MAY FROM TIME TO TIME BE GIVEN TO IT BY ANY PERSON PERSONS, PARTNERSHIPS OR CORPORATIONS AND MAKE FINANCIAL AND OTHER TYPES OF CONTRIBUTIONS TO CHARITABLE, RELIGIOUS, EDUCATIONAL AND OTHER TYPES OF ORGANIZATIONS AS SET FORTH IN ITS CONSTITUTION AND BY-LAWS. false false false false false false false false false false ACCOUNTING FEE 6000 3000 0 3000 CORPORATE BONDS 2521275 2498140 INVESTMENTS - MUTUAL FUNDS 7066387 10322900 1600290 1567821 EQUITIES AT COST 5105139 8538282 OTHER INVESTMENTS AT COST 3838210 4127350 POSTAGE 541 541 REGISTRATION FEES 25 25 STORAGE RENTAL 630 630 Other Investment Income 115283 ADR FEES 6 6 0 0 INVESTMENT FEES 214693 214693 0 0 FOREIGN TAXES 5347 5347