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Nonprofit · EIN 37-1439047

SAMERIAN FOUNDATION INC

Tax-exempt · CARMEL, IN 46032

Financials

$5.3M$5.4M2023$8.2M$5.6M2024
Revenue Expenses · by fiscal year end
Financials of SAMERIAN FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$8,183,485$5,601,782$2,581,703$69,293,425$250$69,293,175
December 31, 2023990-PF$5,344,020$5,393,321-$49,301$66,697,915$291$66,697,624
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$794,924
Dividends
$1,811,160
Interest
$24
Net gain from sales of assets
$5,552,214
Other income
$25,163

Expenses

Grants and similar amounts paid
$4,859,596
Compensation of officers, directors and key employees
$54,100
Salaries, compensation and benefits (total)
$63,873
Disbursements for charitable purposes
$5,115,394
Excise tax on investment income
$96,752

Balance sheet and other

Total assets, start of year
$66,697,915
Total assets, end of year
$69,293,425
Total liabilities, end of year
$250
Net assets, end of year
$69,293,175
Fair market value of assets
$92,333,886
Qualifying distributions
$5,115,394
Net investment income
$7,361,585

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 / weekCompensationOther / benefits
TAMMY OWEN
9910 TOWNE ROAD, CARMEL, IN 46032
ADMINISTRATOR
Highest-paid employee
40$63,872$1,980
ELIZABETH NIEDERMEYER
9910 TOWNE ROAD, CARMEL, IN 46032
SECRETARY20$54,100$1,673
CYNTHIA SIMON SKJODT
9910 TOWNE ROAD, CARMEL, IN 46032
CHAIRMAN4$0$0
PAUL SKJODT
9910 TOWNE ROAD, CARMEL, IN 46032
PRESIDENT2$0$0
ERIK SKJODT
9910 TOWNE ROAD, CARMEL, IN 46032
TREASURER4$0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensationOther / benefits
TAMMY OWEN
9910 TOWNE ROAD, CARMEL, IN 46032
ADMINISTRATOR
Highest-paid employee
40$61,038$1,867
BETSY NIEDERMEYER
9910 TOWNE ROAD, CARMEL, IN 46032
CHIEF OPERATING OFFICER20$51,039$1,521
CYNTHIA SIMON SKJODT
9910 TOWNE ROAD, CARMEL, IN 46032
CHAIRMAN4$0$0
PAUL SKJODT
9910 TOWNE ROAD, CARMEL, IN 46032
PRESIDENT2$0$0
FONDA CRANDALL
9910 TOWNE ROAD, CARMEL, IN 46032
DIRECTOR4$0$0

Address and contacts

Address (IRS master file)
9930 TOWNE RD, CARMEL, IN 46032-9625
In care of
% PAUL SKJODT
Signed the 990-PF
ELIZABETH NIEDERMEYER, CHIEF OPERATING OFFICER
Phone
(317) 875-3369
Return prepared by
CLIFTONLARSONALLEN LLP

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
37-1439047
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
2004
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$69,293,425
Income (IRS master file)
$33,200,416

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$8,183,485$5,601,782$69,293,425XML
990-TDecember 2024–––IRS
990-PFDecember 2023$5,344,020$5,393,321$66,697,915XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––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 37-1439047).

Questions about SAMERIAN FOUNDATION INC

What is the EIN of SAMERIAN FOUNDATION INC?
The employer identification number (EIN) of SAMERIAN FOUNDATION INC is 37-1439047.
Is SAMERIAN FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to SAMERIAN FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SAMERIAN FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of SAMERIAN 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 SAMERIAN 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 SAMERIAN FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 5 people; 2 received compensation from the organization, the highest $63,872 (TAMMY OWEN, ADMINISTRATOR).
How much revenue does SAMERIAN FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $8,183,485, expenses of $5,601,782 and total assets of $69,293,425 at year end.

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