2025-06-04T09:07:09-05:00 2024-12-31 861362728 Summit Tax Group LLC 201 S Grove Barrington IL 60010 990PF 2024-01-01 825133034 Optio Caritas Foundation OPTI 8152365805 PO Box 1300 McHenry IL 600519021 SAMANTHA ADAMS DIRECTOR 8152365805 2025-06-04 1 0 JAY DAHL CPA P00525506 8478971714 2024 2025-03-06 01:10:19Z X 460896 X X 12078 12078 0 12078 12078 0 0 0 875 875 0 165 165 0 46 46 0 1086 1086 0 23500 23500 24586 1086 23500 -12508 10992 -1 -1 -1 75611 63103 63103 47033 47033 50699 303436 303436 347095 426079 413571 460896 0 0 X 0 0 0 0 426079 413571 426079 413571 426079 413571 426079 -12508 0 413571 0 413571 153 0 153 0 153 0 0 0 0 0 0 153 0 0 0 0 0 0 0 0 0 0 0 1 IL 1 0 0 0 0 1 N/A SAMANTHA ADAMS 8152365805 PO Box 1300 McHenry IL 600519021 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Samantha Adams PO Box 1300 McHenry IL 60051 Director 1.00 0 0 0 Benton Adams PO Box 1300 McHenry IL 60051 President 1.00 0 0 0 Eric Adams PO Box 1300 McHenry IL 60051 Vice President 1.00 0 0 0 Mark Adams PO Box 1300 McHenry IL 60051 Secretary 1.00 0 0 0 Claire Adams PO Box 1300 McHenry IL 60051 Treasurer 1.00 0 0 0 NONE 0 NONE 0 0 381586 69357 0 450943 0 0 450943 6764 444179 22209 22209 153 153 22056 0 22056 0 22056 23500 0 23500 22056 0 0 6882 6882 23500 0 0 0 22056 1444 0 0 8326 0 0 0 0 0 0 0 8326 6882 1444 Samantha Adams X 1st Way Life Support 3714 Fairview Ave Johnsburg IL 60051 NONE PC Donation 100 Conventual Franciscan Friars of Marytown 1600 W Park Ave Libertyville IL 60048 NONE PC Donation 1100 Dynamic Catholic 5081 Olympic Blvd Erlanger KY 41018 NONE PC Donation 6000 EWTN 5817 Old Leeds Road Irondale AL 352102164 NONE PC Donation 5000 Knights of Columbus 1407 Richmond Road McHenry IL 60050 NONE PC Donation 650 Mundelein Seminary 1000 E Maple Ave Mundelein IL 600601174 NONE PC Donation 2100 N'tl Shrine of Our Lady of Good Help 4047 Chapel Drive New Franken WI 54229 NONE PC Donation 100 WKNOM PO Box 190649 Anchorage AK 995199939 NONE PC Donation 1000 WSFI (BVM Helping Hands) PO Box 885 Libertyville IL 60048 NONE PC Donation 5000 FRANCISCAN MISSIONS PO BOX 598 MOUNT VERNON NY 10551 NONE RELIGIOUS 50 ARCHDIOCESE FOR MILITARY SERVICES PO BOX 96168 WASHINGTON DC 20077 NONE RELIGIOUS 100 SHRINE OF THE MOST BLESSED SACREMENT 3222 COUNTY RD HANCEVILLE AL 35077 NONE RELIGIOUS 1000 SOPHIA INSTITUTE FOR TEACHERS PO BOX 5284 MANCHESTER NH 03180 NONE EDUCATIONAL 250 SAMUEL OMOGO FOUNDATION 1751 28TH ST WYOMING MI 49519 NONE RELIGIOUS 1000 HEIFER INTL 1 WORLD AVE LITTLE ROCK AR 72202 NONE DONATION 50 23500 0 900001 12078 12078 0 0 12078 0 0 0 0 0 0 0 0 0 0 Accounting & Tax Prep Fees 875 875 0 Boeing Company - 50 Shares 12102 8850 Constellation Brands - 100 Shares 22947 22100 Taiwan S Manufacturing - 100 Shares 11984 19749 Vanguard 500 Index Fund - 273 Shares AT COST 103436 147095 Certificate of Deposit - Goldman Sachs Bank AT COST 200000 200000 Investment Fees 150 150 0 Misc Fees 15 15 0 Foreign Taxes Paid 46 46 0