Samerian Foundation Inc
- Assets
- $65.7m
- Revenue
- $6.9m
- Investments
- $58.9m
- Employees
- 0
- Location
- Carmel, IN
- Founding
- 01/2004
- Data as of
- 12/2020
- EIN
- 37-1439047
Organization Overview
Samerian Foundation Inc is located in Carmel, IN. The organization was established in 2004. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Samerian Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2020, Samerian Foundation Inc generated $6.9m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 3 years, the organization has seen revenues fall by an average of (10.4%) each year. All expenses for the organization totaled $5.6m during the year ending 12/2020. As we would expect to see with falling revenues, expenses have declined by (12.1%) per year over the past 3 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Samerian Foundation Inc has awarded 76 individual grants totaling $9,490,278. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Betsy Niedermeyer Chief Operating Officer | 20 | $43,285 | |
Fonda Crandall Director | 4 | $0 | |
Cynthia Simon Skjodt Chairman | 4 | $0 | |
Paul Skjodt President | 2 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Jpmorgan Chase Bank Na | 12/30/21 | $79,984 |
Hawthorn - Pnc Bank | 12/30/21 | $137,832 |
Stifel Nicolaus & Company Inc | 12/30/21 | $102,447 |
Marcum Family Office Services Llc | 12/30/21 | $60,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $5,208,384 |
| Interest on Savings | $5,149 |
| Dividends & Interest | $990,709 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $620,605 |
| Capital Gain Net Income | $620,605 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $57,329 |
| Total Revenue | $6,882,176 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $40,338 |
| Other employee salaries and wages | $51,462 |
| Pension plans, employee benefits | $3,208 |
| Interest | $0 |
| Taxes | $91,290 |
| Depreciation | $8,365 |
| Occupancy | $36,133 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $199,974 |
| Total operating and administrative expenses | $833,241 |
| Contributions, gifts, grants paid | $4,796,000 |
| Total expenses and disbursements | $5,629,241 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $6,783,012 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $23,153,457 |
| Net Land, buildings, and equipment | $9,445 |
| Other assets | $0 |
| Total assets | $65,657,154 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $1,929 |
| Total liabilities | $1,929 |
Grants Awarded
Over the last fiscal year, Samerian Foundation Inc has awarded $4,694,278 in support to 52 organizations.
| Grant Recipient | Amount |
|---|---|
Bloomington, IN PURPOSE: GENERAL FUND | $2,000,000 |
Washington, DC PURPOSE: GENERAL FUND | $1,000,000 |
RILEY CHILDREN'S FOUNDATION PURPOSE: GENERAL FUND | $356,264 |
Fishers, IN PURPOSE: GENERAL FUND | $312,500 |
Indianapolis, IN PURPOSE: GENERAL FUND | $250,000 |
ELEVATE CHICAGO PURPOSE: JOB TRAINING SUPPORT | $102,500 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Anthony Pritzker Fam Foundation Chicago, IL | $0 | $37,184,888 |
Robert And Adele Schiff Family Foundation Inc Milwaukee, WI | $226,331,394 | $18,541,997 |
Paula And Rodger Riney Foundation St Louis, MO | $118,536,395 | $1,770,419 |
Pritzker Traubert Foundation Chicago, IL | $0 | $14,671,849 |
Fund For Wisconsin Scholars Inc Madison, WI | $273,321,225 | $22,010,196 |
John W Anderson Foundation Valparaiso, IN | $342,409,938 | $34,395,256 |
Motorola Solutions Foundation Chicago, IL | $427,877 | $12,200,078 |
The Walsh Foundation Chicago, IL | $179,756,510 | $18,008,076 |
Herbert Simon Family Foundation Indianapolis, IN | $26,075,189 | $9,696,254 |
Saul Zaentz Charitable Foundation Glenview, IL | $31,204,978 | $8,995,660 |
The John And Kathleen Schreiber Foundation Lake Forest, IL | $89,899,268 | $85,376,815 |
Colonel Il James N Pritzker Charitable Distribution Fund Chicago, IL | $104,212,573 | $19,788,937 |