Sam Family Foundation

Private foundation · Grantmaker Grand Rapids, MI EIN: 36-4035544

Sam Family Foundation is a private foundation, based in Grand Rapids, MI. IRS filing data is available from 2020 through 2023. In 2023, it awarded 1 grant totaling $2K.

Key facts about Sam Family Foundation

In short: Sam Family Foundation gave $2K across 1 grant in 2023 (avg $2K), mostly in Ohio. Source: 2023 IRS Form 990-PF.

EIN
36-4035544
Latest 990 filing
Form 990-PF, 2023
Annual giving (2023)
$1,775
Grants made (2023)
1
Average grant
$1,775
Median grant
$1,775
Primary geography
Ohio (100% of itemized 2023 grant dollars)

Data from IRS Form 990-PF, 2023; updated September 2026.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$2K

-99.8% YoY

Grant Count

1

-66.7% YoY

Avg Grant Size

$2K

-99.4% YoY

Under IRS private-foundation payout rules, Sam Family Foundation reported a distributable amount of $29 for 2023 — the minimum it must pay out in qualifying distributions.

How Sam Family Foundation gives

  • Giving fell 96% from 2020 to 2023. Method
  • In 2023 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Share of the 2023 grant dollars on its one itemized grant.

Cities

ChicagoBloomfield HillsCincinnatiNorth Palm BeachFort WorthJupiterPark RidgeMemphis

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M8 grants2020 8 grants2021 3 grants2022 1 grant2023

From 2020 to 2023, annual grant giving ranged from $2K (2023) to $823K (2022). In 2023 it made 1 grant totaling $2K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2023

Fidelity Charitable: $2KFidelity Charitable$2K

The largest 2023 recipient was Fidelity Charitable ($2K).

Grant Size Distribution

20 grants across all recorded years

19<$50K$50–100K$100–250K$250–500K1$500K–1M$1–5M$5M+

The most common grant size was under $50K: 19 grants of 20 (95%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Fidelity Charitable Cincinnati, OHDonor Advised Fund$1,775

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$250K$500K$750K$1M2020 2021 2022 2023
Metric202320222021
Total Assets—$646$916,173
Revenue$9,814$262,685$20,917
Expenses$10,460$830,458$42,380
Qualifying Distributions$6,182$826,609$38,848
Net Investment Income—$252,061$11,095
Distributable Amount$29$26,092$43,165

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 31, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 9, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 11, 2024)
  5. IRS filings on file for fiscal years 2020–2023

Leadership & Key People

Officers and directors from IRS filings

Sam Family Foundation is led by Margaret D. Dimatteo, President & Director on every filing since 2021; none of the 2 officers listed in 2023 report compensation.

Officers on the 2023 filing

  • Margaret D. Dimatteo

    President & Director

    On filings since 2021

    0.5 hrs/week

    No compensation reported

  • Steven M. Swanson II

    Treasurer, Secretary & Director

    On filings since 2020

    0.5 hrs/week

    No compensation reported

Former officers (2)
  • Former: Howard E. Bedford (2020–2021) — Vice President & Director
  • Former: Margaret D. Bedford (2020) — President & Director

Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Sam Family Foundation

How much does Sam Family Foundation give each year?

Sam Family Foundation gave $2K across 1 grant in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $823K across 3 grants.

Where does Sam Family Foundation operate?

Sam Family Foundation has awarded grants in Florida, Illinois, Michigan, Ohio, Tennessee, Texas.

How much is Sam Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Sam Family Foundation reported a distributable amount of $29 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Sam Family Foundation's EIN?

Sam Family Foundation's EIN (Employer Identification Number) is 36-4035544. IRS Form 990 filing data is available on this page for 2020–2023.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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