Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 35-1961730

SAM SHINE FOUNDATION INC

Tax-exempt · GREENVILLE, IN 47124

Financials

$18.7M$3.4M2023$6M$7.6M2024
Revenue Expenses · by fiscal year end
Financials of SAM SHINE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$6,017,089$7,616,005-$1,598,916$135,889,622$0$135,889,622
December 31, 2023990-PF$18,654,908$3,401,932$15,252,976$131,046,130$0$131,046,130
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$2,597,887
Dividends
$3,604,205
Net gain from sales of assets
-$185,003

Expenses

Grants and similar amounts paid
$5,450,700
Compensation of officers, directors and key employees
$138,750
Salaries, compensation and benefits (total)
$244,403
Disbursements for charitable purposes
$5,450,700
Excise tax on investment income
$41,358

Balance sheet and other

Total assets, start of year
$131,046,130
Total assets, end of year
$135,889,622
Total liabilities, end of year
$0
Net assets, end of year
$135,889,622
Fair market value of assets
$135,889,622
Qualifying distributions
$5,450,700
Net investment income
$3,604,205

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
CJ JACKSON
PO BOX 456, GREENVILLE, IN 47124
EXECUTIVE DIRECTOR40$138,750
PHILLIP D BEAMAN
PO BOX 456, GREENVILLE, IN 47124
BOARD CHAIR2$0
BETTY S SHINE
PO BOX 456, GREENVILLE, IN 47124
DIRECTOR1$0
MATTHEW ARESCO
PO BOX 456, GREENVILLE, IN 47124
DIRECTOR2$0
J SHINE
PO BOX 456, GREENVILLE, IN 47124
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensationOther / benefits
CJ JACKSON
PO BOX 456, GREENVILLE, IN 47124
EXECUTIVE DIRECTOR40$125,000$3,750
PHILLIP D BEAMAN
PO BOX 456, GREENVILLE, IN 47124
BOARD CHAIR2$0$0
BETTY S SHINE
PO BOX 456, GREENVILLE, IN 47124
DIRECTOR1$0$0
MATTHEW ARESCO
PO BOX 456, GREENVILLE, IN 47124
DIRECTOR2$0$0
J SHINE
PO BOX 456, GREENVILLE, IN 47124
DIRECTOR1$0$0

Address and contacts

Address (IRS master file)
PO BOX 456, GREENVILLE, IN 47124-0456
Signed the 990-PF
CJ JACKSON, EXECUTIVE DIRECTOR
Phone
(812) 697-5495
Return prepared by
MONROE SHINE & CO INC CPA'S

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
35-1961730
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1995
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$135,889,622
Income (IRS master file)
$88,276,958

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$6,017,089$7,616,005$135,889,622IRS
990-PFDecember 2023$18,654,908$3,401,932$131,046,130XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-1961730).

Questions about SAM SHINE FOUNDATION INC

What is the EIN of SAM SHINE FOUNDATION INC?
The employer identification number (EIN) of SAM SHINE FOUNDATION INC is 35-1961730.
Is SAM SHINE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to SAM SHINE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SAM SHINE FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of SAM SHINE FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SAM SHINE FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of SAM SHINE FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $138,750 (CJ JACKSON, EXECUTIVE DIRECTOR).
How much revenue does SAM SHINE FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $6,017,089, expenses of $7,616,005 and total assets of $135,889,622 at year end.

Other nonprofits in GREENVILLE

All nonprofits in GREENVILLE · Indiana · Philanthropy, voluntarism and grantmaking foundations