Form990-PF
Click to see attachment
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Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
SAMERIAN FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)9930 TOWNE ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CARMEL, IN46032
A Employer identification number

37-1439047
B Telephone number (see instructions)

(317) 802-9220
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$94,094,642J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 3,970,506
2 Check bullet.............
3 Interest on savings and temporary cash investments 624 624  
4 Dividends and interest from securities... 1,176,083 1,174,349  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,448,197
b Gross sales price for all assets on line 6a 30,093,952
7 Capital gain net income (from Part IV, line 2)... 3,448,197
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 73,778 51,276  
12 Total. Add lines 1 through 11........ 8,669,188 4,674,446  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 43,285 0   43,285
14 Other employee salaries and wages...... 52,292 0   52,292
15 Pension plans, employee benefits....... 10,238 0   10,238
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 91,830 0   91,830
c Other professional fees (attach schedule).... Click to see attachment 351,689 351,689   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 24,589 23,530   509
19 Depreciation (attach schedule) and depletion... Click to see attachment 5,028 0  
20 Occupancy.............. 10,175 0   10,175
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 28,383 2,028   26,355
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 617,509 377,247   234,684
25 Contributions, gifts, grants paid....... 4,694,278 4,694,278
26 Total expenses and disbursements. Add lines 24 and 25 5,311,787 377,247   4,928,962
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,357,401
b Net investment income (if negative, enter -0-) 4,297,199
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 6,783,012 8,998,135 8,998,135
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 385,670 Click to see attachment1,018,022 1,011,909
b Investments—corporate stock (attach schedule)....... 34,111,817 Click to see attachment39,061,153 60,021,499
c Investments—corporate bonds (attach schedule)....... 1,213,753 Click to see attachment4,330,771 4,325,877
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 23,153,457 Click to see attachment15,567,719 19,732,805
14 Land, buildings, and equipment: basis bullet85,081
Less: accumulated depreciation (attach schedule) bullet80,664 9,445 Click to see attachment4,417 4,417
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 65,657,154 68,980,217 94,094,642
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment1,929 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 1,929 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 65,655,225 68,980,217
29 Total net assets or fund balances (see instructions)..... 65,655,225 68,980,217
30 Total liabilities and net assets/fund balances (see instructions). 65,657,154 68,980,217
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
65,655,225
2
Enter amount from Part I, line 27a .....................
2
3,357,401
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
35,043
4
Add lines 1, 2, and 3 ..........................
4
69,047,669
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
67,452
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
68,980,217
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a MS 4761 - ST COVERED P   2021-12-31
b MS 4761 - LT COVERED P   2021-12-31
c STIFEL 1647 - ST NON COVERED P   2021-12-31
d STIFEL 1647 - LT NON COVERED P   2021-12-31
e STIFEL 4305 - ST NON COVERED P   2021-12-31
STIFEL 4305 - LT NON COVERED P   2021-12-31
STIFEL 6034 - ST NON COVERED P   2021-12-31
STIFEL 6034 - LT NON COVERED P   2021-12-31
STIFEL 6273 - LT NON COVERED P   2021-12-31
STIFEL 6869 - ST NON COVERED P   2021-12-31
STIFEL 6869 - LT NON COVERED P   2021-12-31
STIFEL 9253 - ST NON COVERED P   2021-12-31
STIFEL 9253 - LT NON COVERED P   2021-12-31
RC IV LLC - ST CAPTIAL GAIN P   2021-12-31
RC IV LLC - LT CAPTIAL GAIN P   2021-12-31
RC IV LLC - SEC. 1231 GAIN P   2021-12-31
JP MORGAN F5004 - ST COVERED P   2021-12-31
JP MORGAN F5004 - LT COVERED P   2021-12-31
JP MORGAN F5004 - LT NON COVERED P   2021-12-31
HAWTHORN 9603 - ST COVERED P   2021-12-31
HAWTHORN 9603 - LT COVERED P   2021-12-31
VANGAURD 0355 - ST COVERED P   2021-12-31
VANGAURD 0355 - LT COVERED P   2021-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 784,117   720,329 63,788
b 48,821   33,965 14,856
c 360,901   338,992 21,909
d 928,272   760,910 167,362
e 1,524,087   1,628,484 -104,397
1,448,035   923,546 524,489
274,983   195,803 79,180
12,161   7,356 4,805
2,041,000   2,040,318 682
728,505   697,208 31,297
19,710   26,604 -6,894
50,401   44,136 6,265
1,882,420   1,479,602 402,818
7,220     7,220
2,056     2,056
21,806     21,806
1,532,739   1,469,512 63,227
2,556,167   2,169,848 386,319
286,790   232,367 54,423
303,140   280,591 22,549
14,354,732   13,430,941 923,791
4,467   3,096 1,371
234,129   162,147 71,982
687,293     687,293
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       63,788
b       14,856
c       21,909
d       167,362
e       -104,397
      524,489
      79,180
      4,805
      682
      31,297
      -6,894
      6,265
      402,818
      7,220
      2,056
      21,806
      63,227
      386,319
      54,423
      22,549
      923,791
      1,371
      71,982
      687,293
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 3,448,197
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 59,731
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 59,731
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 37,832
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 45,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 82,832
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 351
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 22,750
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet22,750 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.SAMERIANFOUNDATION.ORG
    14
    The books are in care ofbulletCYNTHIA SIMON SKJODT Telephone no.bullet (317) 802-9220

    Located atbullet9930 TOWNE ROADCARMELIN ZIP+4bullet46032
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    CYNTHIA SIMON SKJODT CHAIRMAN
    4.00     		0 0 0
    9930 TOWNE ROAD
    CARMEL,IN46032
    PAUL SKJODT PRESIDENT
    2.00     		0 0 0
    9930 TOWNE ROAD
    CARMEL,IN46032
    FONDA CRANDALL DIRECTOR
    4.00     		0 0 0
    9930 TOWNE ROAD
    CARMEL,IN46032
    BETSY NIEDERMEYER CHIEF OPERATING OFFICER
    20.00     		43,285 0 0
    9930 TOWNE ROAD
    CARMEL,IN46032
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    TAMMY OWEN ADMINISTRATOR
    40.00     		52,292 0 0
    9930 TOWNE ROAD
    CARMEL,IN46032
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    HAWTHORN - PNC BANK INVESTMENT ADVISOR 137,832
    PO BOX 94651
    CLEVELAND,OH44101
    STIFEL NICOLAUS & COMPANY INC INVESTMENT ADVISOR 102,447
    ONE FINANCIAL PLAZA 501 NORTH
    BROADWAY
    ST LOUIS,MO431022131
    JPMORGAN CHASE BANK NA INVESTMENT ADVISOR 79,984
    270 PARK AVENUE
    NEW YORK,NY100172014
    MARCUM FAMILY OFFICE SERVICES LLC CONSULTING SERVICES 60,000
    9102 N MERIDIAN ST SUITE 555
    INDIANAPOLIS,IN46260
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    76,967,440
    b
    Average of monthly cash balances.......................
    1b
    7,278,286
    c
    Fair market value of all other assets (see instructions)................
    1c
    5,353,148
    d
    Total (add lines 1a, b, and c).........................
    1d
    89,598,874
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    89,598,874
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,343,983
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    88,254,891
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    4,412,745
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    4,412,745
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    59,731
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    550
    c
    Add lines 2a and 2b............................
    2c
    60,281
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,352,464
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,352,464
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    4,352,464
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 4,352,464
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 5,918,694
    b From 2017...... 5,050,524
    c From 2018...... 4,856,575
    d From 2019...... 4,365,750
    e From 2020...... 1,465,345
    f Total of lines 3a through e ........ 21,656,888
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 4,928,962
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 4,352,464
    e Remaining amount distributed out of corpus 576,498
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 22,233,386
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		5,918,694
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		16,314,692
    10 Analysis of line 9:
    a Excess from 2017.... 5,050,524
    b Excess from 2018.... 4,856,575
    c Excess from 2019.... 4,365,750
    d Excess from 2020.... 1,465,345
    e Excess from 2021.... 576,498
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    TAMMY OWEN
    9930 TOWNE ROAD
    CARMEL,IN46032
    (317) 875-3369
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN APPLICATIONS SHOULD INCLUDE PURPOSE OF GRANT AND AMOUNT REQUESTED
    cAny submission deadlines:
    N/A
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ACCEPTING FUNDING PROPOSALS FROM 501(C)(3) NONPROFIT ORGANIZATIONS
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN RED CROSS
    1510 N MERIDIAN STREET
    INDIANAPOLIS,IN46202     		  PC GENERAL FUND 10,000
    ASSISTANCE LEAGUE OF INDIANAPOLIS
    1475 W 86TH ST STE E
    INDIANAPOLIS,IN46260     		  PC OPERATION SCHOOL BELL SUPPORT 5,000
    BEN'S RANCH
    PO BOX 3952
    CARMEL,IN46082     		  PC SMALL GROUP SCHOOL PROGRAM 11,000
    BIG BROTHERS BIG SISTERS
    1433 N MERIDAN ST
    INDIANAPOLIS,IN46202     		  PC YOUTH MENTORING PROGRAM 5,000
    BIRTHRIGHT ISRAEL FOUNDATION
    711 THIRD AVE 10TH FLOOR
    NEW YORK,NY10017     		  PC ANNUAL CAMPAIGN 1,000
    CENTER FOR IT TALENT ACCELERATION
    872 S MILWAUKEE AVE 210
    LIBERTYVILLE,IL60048     		  PC ASSOCIATE DEGREE - SOFTWARE TRAINING SUPPORT 20,000
    CENTRAL INDIANA COMMUNITY FOUNDATION
    615 N ALABAMA ST STE 119
    INDIANAPOLIS,IN46204     		  PC GENERAL FUND 250,000
    CENTRAL INDIANA COMMUNITY FOUNDATION
    615 N ALABAMA ST SUITE 119
    INDIANAPOLIS,IN46204     		  PC ANGEL INVESTORS 30,000
    CHILD ADVOCATES
    820 HAVERSTICK RD STE 240
    INDIANAPOLIS,IN46240     		  PC GENERAL FUND 40,000
    CHILDREN'S BUREAU
    1575 DR MARTIN LUTHER KING JR ST
    INDIANAPOLIS,IN46202     		  PC EMERGENCY SHELTER PROGRAM 5,000
    CITY COLLEGES OF CHICAGO FOUNDATION
    180 N WABASH ST STE 200
    CHICAGO,IL60601     		  PC AAS DEGREE PROGRAM SUPPORT 100,000
    COVENANT HOUSE CALIFORNIA
    1325 N WESTERN AVE
    HOLLYWOOD,CA90027     		  PC YOUTH BASIC NEEDS PROGRAM 10,000
    DAMIEN CENTER
    26 N ARSENAL AVE
    INDIANAPOLIS,IN46201     		  PC FOOD PANTRY ASSISTANCE 3,000
    DAYSPRING CENTER
    1537 N CENTRAL AVE
    INDIANAPOLIS,IN46244     		  PC EMERGENCY SHELTER PROGRAM 2,500
    DOMESTIC VIOLENCE NETWORK
    9245 N MERIDIAN ST
    INDIANAPOLIS,IN46260     		  PC TEEN DATING VIOLENCE PREVENTION 2,500
    DRESS FOR SUCCESS INDIANAPOLIS
    820 N MERIDIAN ST
    INDIANAPOLIS,IN46204     		  PC WORK CLOTHES FOR SERVICE INDUSTRY 5,100
    ELEVATE CHICAGO
    322 S GREEN ST STE 300
    CHICAGO,IL60607     		  PC JOB TRAINING SUPPORT 102,500
    ELEVATE INDY
    PO BOX 441456
    INDIANAPOLIS,IN46244     		  PC PUBLIC SCHOOL MENTORING 5,000
    EMPLOYINDY
    101 W WASHINGTON ST STE 1200
    INDIANAPOLIS,IN46204     		  GOV OPPORTUNITY YOUTH PROGRAM SUPPORT 100,000
    FAMILY PROMISE OF HENDRICKS CO
    238 N VINE ST
    PLAINFIELD,IN46168     		  PC EMERGENCY HOUSING ASSISTANCE 7,500
    GLEANER'S FOOD BANK
    3737 WALDEMERE AVENUE
    INDIANAPOLIS,IN46241     		  PC GENERAL FUND 20,000
    HOOSIER BURN CAMP
    PO BOX 233
    BATTLE GROUND,IN47920     		  PC FALL COCKTAIL FUNDRAISER 2,500
    HORIZON HOUSE
    1033 E WASHINGTON ST
    INDIANAPOLIS,IN46202     		  PC BASIC NEEDS PROGRAM 5,000
    HUMANE SOCIETY OF HAMILTON COUNTY
    1721 PLEASANT ST
    NOBLESVILLE,IN46060     		  PC GENERAL FUND 312,500
    IMMIGRANT WELCOME CENTER
    40 E ST CLAIR ST
    INDIANAPOLIS,IN46204     		  PC NATURALIZATION AND LEGAL ASSISTANCE 10,000
    IN CANINE ASSISTANCE NETWORK
    5100 CHARLES CT STE 100
    ZIONSVILLE,IN46077     		  PC 2021 GENERAL OPERATING SUPPORT 2,000
    INDIANA DIAPER BANK
    9511 ANGOLA CT STE 221
    INDIANAPOLIS,IN46268     		  PC MOBILE DIAPER PANTRY 5,000
    INDIANA SPORTS CORP
    115 W WASHINGTON ST
    INDIANAPOLIS,IN46204     		  PC INSPIRING SPORTS YOUTH PROGRAM 53,000
    INDIANA UNIVERSITY FOUNDATION
    PO BOX 500
    BLOOMINGTON,IN47402     		  PC GENERAL FUND 2,000,000
    INDIANA UNIVERSITY HILLEL CENTER
    730 E 3RD STREET
    BLOOMINGTON,IN47401     		  PC GENERAL FUND 40,000
    IU FOUNDATION-QUEER PHILANTHROPY CIRCLE
    PO BOX 500
    BLOOMINGTON,IN47402     		  PC GENERAL FUND 5,000
    JEWISH FEDERATION
    6750 HOOVER ROAD
    INDIANAPOLIS,IN46260     		  PC 2021 ANNUAL CAMPAIGN 25,000
    JOY'S HOUSE
    2028 E BROAD RIPPLE AVE
    INDIANAPOLIS,IN46220     		  PC GUEST SCHOLARSHIP PROGRAM 7,500
    LA PLAZA INC
    8902 E 38TH ST
    INDIANAPOLIS,IN46226     		  PC EMERGENCY ASSISTANCE PROGRAM 5,000
    MEALS ON WHEELS
    PO BOX 40969
    INDIANAPOLIS,IN46240     		  PC FUELICIOUS EVENT 5,000
    MLK CENTER
    40 W 40TH ST
    INDIANAPOLIS,IN46208     		  PC MIDTOWN GET AROUND PROGRAM 5,000
    MORNING LIGHT INC
    4701 N KEYSTONE AVE STE 400
    INDIANAPOLIS,IN46205     		  PC ABBIE HUNT BRYCE HOME 2,500
    NATIONAL ALLIANCE ON MENTAL HEALTH
    921 E 86TH S STE 130
    INDIANAPOLIS,IN46240     		  PC PEER-TO-PEER PROGRAM SUPPORT 5,000
    PEACE LEARNING CENTER
    6040 DELONG RD
    INDIANAPOLIS,IN46254     		  PC GENERAL FUND 33,334
    REACH FOR YOUTH
    3505 N WASHINGTON BLVD
    INDIANAPOLIS,IN46205     		  PC MENTAL HEALTH PROGRAMMING FOR YOUTH 5,000
    RILEY CHILDREN'S FOUNDATION
    30 S MERIDIAN STREET SUITE 200
    INDIANAPOLIS,IN46204     		  PC GENERAL FUND 356,264
    SECOND HARVEST FOOD BANK OF EAST CENTRAL IN
    6621 N OLD SR 3
    MUNCIE,IN47303     		  PC MOBILE FOOD PANTRY 5,000
    SECOND HELPINGS
    1121 SOUTHEASTERN AVE
    INDIANAPOLIS,IN46202     		  PC FOOD RESCUE PROGRAM 7,500
    SHEPHERD COMMUNITY CENTER
    4107 E WASHINGTON ST
    INDIANAPOLIS,IN46201     		  PC E-LEARNING PROGRAM 10,000
    ST VINCENT DEPAUL FOOD PANTRY
    1391 GREENFIELD AVE
    NOBLESVILLE,IN46060     		  PC FOOD PANTRY PROGRAM 2,500
    SYCAMORE SERVICES INC
    1001 SYCAMORE LANE
    DANVILLE,IN46122     		  PC DISABILITY INCLUSIVE PLAYGROUND 10,000
    TEENWORKS
    2820 N MERIDIAN ST STE 1250
    INDIANAPOLIS,IN46208     		  PC SENIOR SUCCESS COACH 10,000
    THE LA TRUST
    333 BEAUDRY AVE 29TH FLOOR
    LOS ANGELES,CA90017     		  PC STUDENT MENTAL HEALTH INTIATIVE 10,000
    THE PATACHOU FOUNDATION
    4565 MARCY LANE
    INDIANAPOLIS,IN46205     		  PC FOOD PANTRY ASSISTANCE 7,500
    UNITED STATES HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBERG PLACE SW
    WASHINGTON,DC200242126     		  PC GENERAL FUND 1,000,000
    WHY AREN'T YOU SMILING
    920 LAUREL STREET
    INDIANAPOLIS,IN46203     		  PC STEMVERSITY 7,080
    YOUTH CONNECTIONS
    1195 N MORTON ST STE A
    FRANKLIN,IN46131     		  PC FAMILY AND YOUTH MENTORING 5,000
    Total .................................bullet 3a 4,694,278
    bApproved for future payment
    IU FOUNDATION-QUEER PHILANTHROPY CIRCLE
    PO BOX 500
    BLOOMINGTON,IN47402     		  PC GENERAL FUND 10,000
    Total .................................bullet 3b 10,000
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 624  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 3,448,197  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aTAX REFUND     		    01 18,777  
    bMISCELLANEOUS INCOME     01 106  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 4,698,682 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,698,682
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    SAMERIAN FOUNDATION INC
     
    Employer identification number

    37-1439047
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    SAMERIAN FOUNDATION INC
          		Employer identification number
    37-1439047
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    SIMON 12 YEAR CHARITABLE LEAD ANNUITY TRUST
     
    C/O MCGUIRE WOODS LLP PO BOX 397
     
    RICHMOND, VA232180397

    		$ 2,845,904


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    SIMON 15 YEAR CHARITABLE LEAD ANNUITY TRUST
     
    C/O MCGUIRE WOODS LLP PO BOX 397
     
    RICHMOND, VA232180397

    		$ 1,124,602


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    SAMERIAN FOUNDATION INC
          		Employer identification number

    37-1439047
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    SAMERIAN FOUNDATION INC
          		Employer identification number

    37-1439047
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    SAMERIAN FOUNDATION INC
    EIN:
    37-1439047
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 91,830 0   91,830

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    SAMERIAN FOUNDATION INC
    EIN:
    37-1439047
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    STEELCASE FURNITURE 2014-06-12 40,000 38,215 200DB 7.000000000000 1,785 0    
    STEELCASE FURNITURE 2014-08-15 24,452 23,361 200DB 7.000000000000 1,091 0    
    CONFERENCE ROOM SHELVING 2014-10-10 1,247 1,191 200DB 7.000000000000 56 0    
    2 CANVAS BANNERS 2014-10-24 598 571 200DB 7.000000000000 27 0    
    ELECTRICAL - CONFERENCE ROOM FLOOR RECEPTACLES 2014-07-16 1,250 541 SL 15.000000000000 83 0    
    ELECTRICAL - SUITE UPGRADES 2014-08-15 1,235 535 SL 15.000000000000 82 0    
    WINDOW GRAPHICS IN LOBBY 2014-08-15 699 304 SL 15.000000000000 47 0    
    COPIER 2015-06-05 10,179 8,816 200DB 7.000000000000 909 0    
    PHONE SYSTEM 2019-07-08 5,421 2,102 200DB 7.000000000000 948 0    

    TY 2021 GeneralExplanationAttachment
    Name:
    SAMERIAN FOUNDATION INC
    EIN:
    37-1439047
    Identifier Return Reference Explanation
    GREATER THAN 1000 CHARACTERS NEEDED FORM 8886 #1, LINE 7E RC IV, LLC IS AN INVESTOR IN RIVA CAPITAL PARTNERS IV, LP ("RIVA"). RIVA PASSED THROUGH FORM 8886 REFERENCING THE FOLLOWING TAXPAYER:EQUITY RESOURCE FUND 2017 HOLDINGS LLC SERIES 3, C/O ERF FUND 2017 MM, LLC ("EQUITY RESOURCE 2017")FEIN: 35-2573976.1280 MASSACHUSETTS AVE, 4TH FL CAMBRIDGE, MA 02138ALL REFERENCES TO THE TAXPAYER BELOW REFER TO EQUITY RESOURCE 2017 RATHER THAN RC IV LLC.THE TAXPAYER IS FILING BECAUSE THEY BECOME AWARE OF THEIR POTENTIAL INVOLVEMENT IN A "TRANSACTION OF INTEREST", WHICH REQUIRES DISCLOSURE UNDER SECTION 1.6001-4(D), SHORTLY AFTER NOVEMBER 1, 2016, WHEN NOTICE 2016-66 ("THE NOTICE") WAS PUBLISHED. THE TAXPAYER HAS TAKEN TAX DEDUCTIONS UNDER IRC 162 FOR INSURANCE PREMIUMS PAID TO GAH INSURANCE COMPANY, LLC ("GAH"), WHO WAS ESTABLISHED IN 2015 AS A CAPTIVE INSURANCE COMPANY UNDER THE LAWS OF THE STATE OF VERMONT. GAH MADE AN IRREVOCABLE ELECTION UNDER SECTION 831(B) IN 2015, TO BE A SMALL INSURANCE COMPANY TAXABLE ONLY ON INVESTMENT INCOME, LESS CERTAIN ADMINISTRATIVE EXPENSES. UNDER THIS ELECTION, ALL UNDERWRITING ACTIVITY IS EXCLUDED FROM GAH'S TAXABLE INCOME WHILE THE TAXPAYER, AS AN INSURED, CAN TAKE A DEDUCTION FOR THE PREMIUMS PAID TO GAH.THE TAXPAYER IS REPORTING ON A PROTECTIVE BASIS AS THEY DO NOT BELIEVE THEY MEET THE CRITERIA FOR REPORTING UNDER THE NOTICE ON AN INDIVIDUAL BASIS. HOWEVER, THE TAXPAYER IS INSURED BY GAH, IS RELATED TO OTHER INSURED ENTITIES AND HAS BEEN INFORMED THAT GAH MEETS THE CRITERIA FOR REPORTING UNDER THE NOTICE.THE TAXPAYER WOULD ONLY LOSE THE TAX DEDUCTION IN THE EVENT THAT GAH FAILED TO QUALIFY AS AN INSURANCE COMPANY FOR FEDERAL TAX PURPOSES. IF THIS WERE TRUE, THE DIRECT TAX BENEFIT WOULD BE DETERMINED SEPARATELY FOR EACH INSURED BASED ON THEIR RESPECTIVE TAX POSITION FOR THE RESPECTIVE TAX YEAR. AS SUCH, THE TAXPAYER IS UNABLE TO QUANTIFY THE ESTIMATED TAX BENEFIT UNDER THESE TRANSACTIONS.THE TAXPAYER HAS NOT RECEIVED ANY DIRECT OR INDIRECT FINANCING, NOR HAVE THEY OTHERWISE BEEN CONVEYED OR AGREED TO RECEIVE LOANS, GUARANTEES OR OTHER TRANSFER OF GAH'S CAPITAL.
    GREATER THAN 1000 CHARACTERS NEEDED FORM 8886 #2, LINE 7E RC IV, LLC IS AN INVESTOR IN RIVA CAPITAL PARTNERS IV, LP ("RIVA"). RIVA PASSED THROUGH FORM 8886 REFERENCING THE FOLLOWING TAXPAYER:EQUITY RESOURCE FUND 2018 C/O ERF FUND 2018 MM, LLC ("EQUITY RESOURCE 2018")FEIN: 35-2573976.1280 MASSACHUSETTS AVE, 4TH FL CAMBRIDGE, MA 02138ALL REFERENCES TO THE TAXPAYER BELOW REFER TO EQUITY RESOURCE 2018 RATHER THAN RC IV LLC.THE TAXPAYER IS FILING BECAUSE THEY BECOME AWARE OF THEIR POTENTIAL INVOLVEMENT IN A "TRANSACTION OF INTEREST", WHICH REQUIRES DISCLOSURE UNDER SECTION 1.6001-4(D), SHORTLY AFTER NOVEMBER 1, 2016, WHEN NOTICE 2016-66 ("THE NOTICE") WAS PUBLISHED. THE TAXPAYER HAS TAKEN TAX DEDUCTIONS UNDER IRC 162 FOR INSURANCE PREMIUMS PAID TO GAH INSURANCE COMPANY, LLC ("GAH"), WHO WAS ESTABLISHED IN 2015 AS A CAPTIVE INSURANCE COMPANY UNDER THE LAWS OF THE STATE OF VERMONT. GAH MADE AN IRREVOCABLE ELECTION UNDER SECTION 831(B) IN 2015, TO BE A SMALL INSURANCE COMPANY TAXABLE ONLY ON INVESTMENT INCOME, LESS CERTAIN ADMINISTRATIVE EXPENSES. UNDER THIS ELECTION, ALL UNDERWRITING ACTIVITY IS EXCLUDED FROM GAH'S TAXABLE INCOME WHILE THE TAXPAYER, AS AN INSURED, CAN TAKE A DEDUCTION FOR THE PREMIUMS PAID TO GAH.THE TAXPAYER IS REPORTING ON A PROTECTIVE BASIS AS THEY DO NOT BELIEVE THEY MEET THE CRITERIA FOR REPORTING UNDER THE NOTICE ON AN INDIVIDUAL BASIS. HOWEVER, THE TAXPAYER IS INSURED BY GAH, IS RELATED TO OTHER INSURED ENTITIES AND HAS BEEN INFORMED THAT GAH MEETS THE CRITERIA FOR REPORTING UNDER THE NOTICE.THE TAXPAYER WOULD ONLY LOSE THE TAX DEDUCTION IN THE EVENT THAT GAH FAILED TO QUALIFY AS AN INSURANCE COMPANY FOR FEDERAL TAX PURPOSES. IF THIS WERE TRUE, THE DIRECT TAX BENEFIT WOULD BE DETERMINED SEPARATELY FOR EACH INSURED BASED ON THEIR RESPECTIVE TAX POSITION FOR THE RESPECTIVE TAX YEAR. AS SUCH, THE TAXPAYER IS UNABLE TO QUANTIFY THE ESTIMATED TAX BENEFIT UNDER THESE TRANSACTIONS.THE TAXPAYER HAS NOT RECEIVED ANY DIRECT OR INDIRECT FINANCING, NOR HAVE THEY OTHERWISE BEEN CONVEYED OR AGREED TO RECEIVE LOANS, GUARANTEES OR OTHER TRANSFER OF GAH'S CAPITAL.
      STATEMENT FILED PURSUANT TO TREAS. REG. SECTION 1.6038B-1(C) (1) NAME OF TRANSFEROR: SAMERIAN FOUNDATION, INC. EIN: 37-1439047 ADDRESS: 9930 TOWNE ROAD CARMEL, IN 46032(2) (I) NAME OF TRANSFEREE: CERBERUS RESIDENTIAL INCOME FUND B, L.P. EIN: 98-1507594 ADDRESS: ONE NEXUS WAY CAMANA BAY, GRAND CAYMAN CJ KY1-9005 COUNTRY OF INCORPORATION: CAYMAN ISLANDS (II) SAMERIAN FOUNDATION, INC. HAD THE FOLLOWING TRANSFERS IN 2021 TO THE TRANSFEREE IN EXCHANGE FOR SHARES OF COMMON STOCK:- JANUARY 6 $8,403- FEBRUARY 22 $14,005- MARCH 5 $9,804- MARCH 29 $49,019- MAY 5 $56,022- JUNE 30 $56,022- AUGUST 25 $7,003- SEPTEMBER 8 $8,403- OCTOBER 7 $12,605- OCTOBER 22 $7,003- NOVEMBER 22 $7,003- DECEMBER 8 $7,002 THE TRANSFEROR'S OWNERSHIP PERCENTAGE WAS 0.814233% BEFORE THE TRANSFERS AND 0.812954% AFTER THE TRANSFERS.(3) THE FOLLOWING CONSIDERATION WAS RECEIVED BY THE U.S. TRANSFEROR: SHARES OF COMMON STOCK WITH A FAIR MARKET VALUE OF $242,294 (4) THE FOLLOWING PROPERTY WAS TRANSFERRED BY THE U.S. TRANSFEROR TO THE FOREIGN TRANSFEREE: (I) ACTIVE TRADE OR BUSINESS PROPERTY NOT APPLICABLE (II) STOCK OR SECURITIES NOT APPLICABLE (III) DEPRECIATED PROPERTY NOT APPLICABLE (IV) PROPERTY TO BE LEASED NOT APPLICABLE (V) PROPERTY TO BE SOLD NOT APPLICABLE (VI) TRANSFERS TO FSCS NOT APPLICABLE (VII) TAINTED PROPERTY NOT APPLICABLE (VIII) FOREIGN LOSS BRANCH NOT APPLICABLE (IX) OTHER INTANGIBLES NOT APPLICABLE(5) THE FOLLOWING PROPERTY OF A FOREIGN BRANCH WITH PREVIOUSLY DEDUCTED LOSSES SUBJECT TO THE RULES OF 1.367(A)-6T WAS TRANSFERRED BY THE U.S. TRANSFEROR TO THE FOREIGN TRANSFEREE: NOT APPLICABLE(6) THE TRANSFER OF PROPERTY BY THE U.S. TRANSFEROR TO THE U.S. TRANSFEREE IS AN EXCHANGE DESCRIBED IN SECTION 361(A) OR (B). THE CONDITIONS SET FORTH IN THE SECOND SENTENCE OF THE SECTION 367(A)(5), AND ANY REGULATIONS UNDER THAT SECTION, HAVE BEEN SATISFIED. THE FOLLOWING ADJUSTMENTS TO BASIS, OR OTHER ADJUSTMENTS, HAVE BEEN MADE TO THE PROPERTY TRANSFERRED: NOT APPLICABLE
      ADDITIONAL INVESTMENT INCOME EXPLANATION SUBPART F INCOME COMING FROM THE RC IV K-1 OF $605

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    SAMERIAN FOUNDATION INC
    EIN:
    37-1439047
    Name of Bond End of Year Book Value End of Year Fair Market Value
    HAWTHORN 9603 - FIXED INCOME:CORPORATE BONDS 1,133,477 1,119,129
    STIFEL NICOLAUS - 6273 - FIXED INCOME OTHER 127,033 127,100
    JPM - F5004 - US FIXED INCOME 2,761,176 2,766,622
    PNC - HAWTHORNS - 9603 - ASSET BACKED/MORTGAGE/OTHER 89,116 89,007
    PNC - HAWTHORNS - 9603 FIXED INCOME OTHER 219,969 224,019

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    SAMERIAN FOUNDATION INC
    EIN:
    37-1439047
    Name of Stock End of Year Book Value End of Year Fair Market Value
    JPM 5004 - US LARGE CAP EQUITY 6,509,658 9,606,646
    JPM 5004 - US MID CAP EQUITY 563,984 864,944
    JPM 5004 - EAFE EQUITY 1,891,490 2,426,089
    JPM 5004 - JAPANESE LARGE CAP EQUITY 617,246 670,486
    JPM 5004 - ASIA EX-JAPAN EQUITY 354,261 415,284
    JPM 5004 - EMERGING MARKET EQUITY 1,303,788 1,540,887
    MS 4761 - STOCKS 517,402 648,583
    HAWTHORN 9603 - EQUITIES:STOCKS:CONSUMER DISCRETIONARY 1,753,264 3,150,573
    HAWTHORN 9603 - EQUITIES:STOCKS:CONSUMER STAPLES 92,460 113,973
    HAWTHORN 9603 - EQUITIES:STOCKS:ENERGY 539,995 705,870
    HAWTHORN 9603 - EQUITIES:STOCKS:FINANCIAL 1,912,480 3,056,738
    HAWTHORN 9603 - EQUITIES:STOCKS:HEALTHCARE 1,398,032 2,458,368
    HAWTHORN 9603 - EQUITIES:STOCKS:INDUSTRIALS 564,105 771,214
    HAWTHORN 9603 - EQUITIES:STOCKS:INFORMATION TECHNOLOGY 1,822,811 5,666,413
    HAWTHORN 9603 - EQUITIES:STOCKS:MATERIALS 155,775 235,668
    HAWTHORN 9603 - EQUITIES:STOCKS:REAL ESTATE 82,284 150,307
    HAWTHORN 9603 - EQUITIES:STOCKS:TELECOMMUNICATION SERVICES 1,145,257 2,768,957
    HAWTHORN 9603 - EQUITIES:STOCKS:UTILITIES 76,683 87,572
    STIFEL 1647 - EQUITIES 6,074,514 8,231,676
    STIFEL 4305 - EQUITIES 6,055,571 9,061,738
    STIFEL 6034 - EQUITIES 2,072,097 2,837,694
    STIFEL 6869 - EQUITIES 935,226 1,048,783
    STIFEL 9253 - EQUITIES 1,674,338 2,474,318
    JPM 5004 - EUROPEAN LARGE CAP EQUITY 948,432 1,028,718

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    SAMERIAN FOUNDATION INC
    EIN:
    37-1439047
    US Government Securities - End of Year Book Value:

    1,018,022
    US Government Securities - End of Year Fair Market Value:

    1,011,909
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    SAMERIAN FOUNDATION INC
    EIN:
    37-1439047
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MS 4761 - EXCHANGE-TRADED & CLOSED-END FUNDS AT COST 149,409 148,585
    MS 4761 - MUTUAL FUNDS AT COST 104,989 102,471
    HAWTHORN 9603 - EQUITIES:ETF AT COST 5,257,032 5,917,596
    HAWTHORN 9603 - EQUITIES:MUTUAL FUNDS AT COST 293,000 334,686
    STIFEL 1894 - MUTUAL FUNDS AT COST 28,002 28,002
    STIFEL 6273 - MUTUAL FUNDS AT COST 108,102 108,102
    STIFEL 9253 - MUTUAL FUNDS AT COST 4,302,878 5,116,386
    VANGUARD 0355 - ETFS AT COST 1,482,494 2,522,650
    ARCHIPELAGO HOLDINGS AT COST 2,700,000 3,769,335
    CERBERUS RESIDENTIAL INCOME FUND B, L.P. AT COST 368,811 424,727
    RC IV, LLC AT COST 323,004 504,094
    VARDE EUROPE FUND OFFSHORE LP AT COST 449,998 756,171

    TY 2021 LandEtcSchedule2
    Name:
    SAMERIAN FOUNDATION INC
    EIN:
    37-1439047
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    STEELCASE FURNITURE 40,000 40,000 0  
    STEELCASE FURNITURE 24,452 24,452 0  
    CONFERENCE ROOM SHELVING 1,247 1,247 0  
    2 CANVAS BANNERS 598 598 0  
    ELECTRICAL - CONFERENCE ROOM FLOOR RECEPTACLES 1,250 624 626  
    ELECTRICAL - SUITE UPGRADES 1,235 617 618  
    WINDOW GRAPHICS IN LOBBY 699 351 348  
    COPIER 10,179 9,725 454  
    PHONE SYSTEM 5,421 3,050 2,371  


    TY 2021 OtherDecreasesSchedule
    Name:
    SAMERIAN FOUNDATION INC
    EIN:
    37-1439047
    Description Amount
    K-1 INCOME 29,051
    FOREIGN PASS-THROUGH INCOME 38,401


    TY 2021 OtherExpensesSchedule
    Name:
    SAMERIAN FOUNDATION INC
    EIN:
    37-1439047
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    RC IV - OTHER EXPENSES 1,129 1,129   0
    VARDE EUROPE GROUP - OTHER EXPENSES 696 696   0
    OFFICE SUPPLIES 1,741 0   1,741
    INSURANCE 2,496 0   2,496
    PAYROLL PROCESSING FEES 3,077 0   3,077
    UTILITIES 8,911 0   8,911
    TECHNOLOGY 3,487 0   3,487
    BANK SERVICE CHARGES 203 203   0
    LICENSES AND PERMITS 69 0   69
    TELEPHONE 6,574 0   6,574


    TY 2021 OtherIncomeSchedule2
    Name:
    SAMERIAN FOUNDATION INC
    EIN:
    37-1439047
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RC IV - ORDINARY INCOME 1,011 1,011 1,011
    RC IV - RENTAL INCOME -1,216 -1,216 -1,216
    RC IV - OTHER INCOME 3,393 3,393 3,393
    LESS: RC IV UBTI   -3,619  
    VARDE EUROPE GROUP, LP - OTHER INCOME 51,545 51,545 51,545
    HAWTHORN - OTHER INCOME 163 163 163
    CERBERUS RESIDENTIAL INCOME FUND - OTHER INCOME -1 -1 -1
    TAX REFUND 18,777   18,777
    MISCELLANEOUS INCOME 106   106


    TY 2021 OtherIncreasesSchedule
    Name:
    SAMERIAN FOUNDATION INC
    EIN:
    37-1439047
    Description Amount
    INCOME ADJUSTMENT TO TIE TO 1099'S 1,044
    UNREALIZED GAIN/LOSS ADJUSTMENT 32,229
    PRIOR PERIOD ADJUSTMENT 1,770


    TY 2021 OtherLiabilitiesSchedule
    Name:
    SAMERIAN FOUNDATION INC
    EIN:
    37-1439047
    Description Beginning of Year - Book Value End of Year - Book Value
    IRA CONTRIBUTIONS PAYABLE 1,929 0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    SAMERIAN FOUNDATION INC
    EIN:
    37-1439047
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 351,689 351,689   0


    TY 2021 TaxesSchedule
    Name:
    SAMERIAN FOUNDATION INC
    EIN:
    37-1439047
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    HAWTHORN - 9603 - FOREIGN TAXES 4,142 4,142   0
    JPM F5004 - FOREIGN TAXES 10,949 10,949   0
    VANGUARD - 0355 - FOREIGN TAXES 454 454   0
    STIFEL - 1647 - FOREIGN TAXES 1,439 1,439   0
    STIFEL - 4305 - FOREIGN TAXES 2,187 2,187   0
    STIFEL - 6869 - FOREIGN TAXES 10 10   0
    STIFEL - 9253 - FOREIGN TAXES 3,529 3,529   0
    MS - 4761 - FOREIGN TAXES 820 820   0
    FEDERAL TAXES 550 0   0
    PROPERTY TAX EXPENSE 509 0   509