2026-09-22T16:33:34-05:00 2025-12-31 720870824 WEGMANN DAZET APC 111 VETERANS BLVD SUITE 1600 METAIRIE LA 70005 990 2025-01-01 873467536 SAMARITAN FUND NP INC SAMA 5042510527 3121 21ST STREET METAIRIE LA 70002 BRETT MORRIS PRESIDENT 5042510527 2026-07-15 1 VALERIE LOWRY P01266145 5048378844 2025 X SAMARITAN FUND FOUNDATION BRETT MORRIS 3121 21ST STREET METAIRIE LA 70002 36404052 0 X HTTPS://SAMARITANFUNDFOUNDATION.COM/ X 2021 LA THE SAMARITAN FUND FOUNDATION EXISTS TO BRINGING PEACE OF MIND TO HEAL TO INDIVIDUALS FACING ACUTE MEDICAL CONDITIONS BY SOURCING THEM FUNDS TO COVER THEIR MEDICAL EXPENSES. 5 4 1 4 0 0 7470233 34857636 0 0 5362 341163 0 66686 7475595 35265485 0 78881 0 0 50714 91146 0 16471 16471 7795994 19010989 7846708 19197487 -371113 16067998 3644211 22477680 3158113 5884539 486098 16593141 X THE SAMARITAN FUND FOUNDATION EXISTS TO BRINGING PEACE OF MIND TO HEAL TO INDIVIDUALS FACING ACUTE MEDICAL CONDITIONS BY SOURCING THEM FUNDS TO COVER THEIR MEDICAL EXPENSES. THE FUND'S MISSION IS TO EXTEND COMPASSION AND PRACTICAL HELP THROUGH INNOVATIVE SOLUTIONS, ENSURING THAT DONATIONS DIRECTLY FACILITATE HEALING. 0 0 19109657 78881 SAMARITAN FUND NP LEAVES OUR PARTICIPANTS WITH LITTLE TO NO OUT-OF-POCKET MEDICAL EXPENSES BY PROVIDING FOCUSED FINANCIAL SUPPORT. OUR PROGRAM REMOVES THE FINANCIAL STRESS AND ANXIETY THAT COMES ALONG WITH A SERIOUS MEDICAL CONDITION, AND IT GIVES OUR PARTICIPANTS THE PEACE OF MIND TO HEAL. 19109657 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 2 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JODY BERRY 5044622155 131 OPAL LANE SAINT ROSE LA 70087 X BRETT MORRIS PRESIDENT 5.00 X X 0 0 0 STEVE BURNS BOARD MEMBER 5.00 X 0 0 0 DAVID M MCDONALD BOARD MEMBER 5.00 X 0 0 0 CLAIRE BOURQUE MEMBER AT LARGE 5.00 X 0 0 0 JODY BERRY SECRETARY/TREASURER 5.00 X X 0 0 0 0 0 0 0 0 0 0 0 34857636 516323 34857636 157975 157975 1321755 1138567 183188 183188 183188 VENDOR REBATES 624200 66686 66686 66686 35265485 66686 0 341163 78881 78881 82404 82404 2438 2438 6304 6304 8605 8605 16471 16471 5087 5087 37299 37299 13221 13221 1507 1507 3202 3202 MEDICAL EXPENSE RELIEF 18942068 18942068 19197487 19109657 71359 16471 2313958 16083871 5550 0 1324703 6393809 3644211 22477680 1732 0 5019 105760 3151362 5778779 3158113 5884539 X 486098 16593141 486098 16593141 3644211 22477680 16067998 50751 -11706 0 X X 0 1 X 1 0 X 10000 851677 4124733 7470233 34857636 47314279 10000 851677 4124733 7470233 34857636 47314279 39400122 7914157 5363 157975 163338 66686 66686 47544303 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 INVESTMENTS 6393809 F 6393809 ACCRUED MEDICAL EXPENSES 5677968 FUNDS HELD FOR OTHERS 100811 5778779 X 35308656 50751 4126 54877 35253779 11706 11706 35265485 19201613 4126 4126 19197487 0 19197487 PART X, LINE 2: THE ORGANIZATION ADOPTED THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION ("ASC") 740, ACCOUNTING FOR UNCERTAINY IN INCOME TAXES. MANAGEMENT OF THE ORGANIZATION BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY IT HAS NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NOT SUBJECT TO U.S. FEDERAL, STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES BEYOND THREE YEARS FROM THE FILING OF THOSE RETURNS. X 0 LA 0 DONATED MEDICAL TRANSPORTATION VEHICLE 1 78881 FMV MEDICAL TRANSPORTATION VEHICLE SAMARITAN FUND PROGRAM LLC RELATED ENTITY TO PRESIDENT HELP WITH EXPENSES X 15040 105760 0 1 1 105760 X 1 78881 FAIR MARKET VALUE X 11 437443 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BRETT MORRIS, PRESIDENT, AND STEVE BURNS, DIRECTOR, HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WILL BE REVIEWED BY THE BOARD MEMBERS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS FILL OUT AN ANNUAL CONFLICT OF INTEREST DISCLOSURE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE BOARD MEMBERS. THE DELIBERATIONS AND DECISION-MAKING PROCESS ARE DOCUMENTED IN THE MEETING MINUTES, WHICH ARE MAINTAINED AS PART OF THE ORGANIZATION'S GOVERNANCE RECORDS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONAL DOCUMENTS AND FINANCIALS WILL BE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XII, LINE 2C: THE BOARD TREASURER IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS.