2025-03-26T08:54:50-05:00 2024-12-31 PESTA FINNIE & ASSOCIATES LLP 6826 CARNEGIE BLVD CHARLOTTE NC 28211 990PF 2024-03-06 991852883 Sam's Fund % PESTA FINNIE & ASSOCIATES L SAMS 6508679406 1610 Twiford Place Charlotte NC 28027 DAVID EBERSMAN PRESIDENT 6508679406 2025-03-25 true true Aditya Gokhale P02411330 7043641829 2024 2025-03-06 01:10:19Z X X 213607 X 434971 2093 2093 16 16 29669 30891 29669 466749 31778 0 28798 28798 0 0 200000 200000 228798 0 200000 237951 31778 0 755 755 0 212852 212852 0 213607 213607 0 0 X 0 0 0 0 0 237951 237951 24344 213607 SEE STATEMENT A P 2024-09-30 2024-11-19 17 16 1 1 SEE STATEMENT A P 2008-12-18 2024-11-19 25405 303 25102 25102 SEE STATEMENT A P 2001-01-01 2024-11-19 5469 903 4566 4566 29669 442 442 442 0 0 442 false false false false false false false true true NC true false true false false true https://sams-fund.org/ PESTA FINNIE & ASSOCIATES LLP 7043641829 6826 CARNEGIE BLVD STE 200 charlotte NC 28211 false false false false false false false false false false false David Ebersman 1610 Twiford Place Charlotte NC 28027 President 0 0 0 0 Michelle Ebersman 1610 Twiford Place Charlotte NC 28027 Vice-President 0 0 0 0 4995 154562 0 159557 0 159557 2393 157164 6463 6463 442 442 6021 6021 6021 200000 0 0 0 0 200000 6021 2022 2021 2020 200000 6021 193979 193979 0 193979 193979 X ZABS Place 6619 Sardis Road Charlotte NC 28270 NONE PC To train young adults with special needs to harness their talents and support their transition to rewarding careers 200000 200000 14 2093 14 16 18 29669 31778 31778 false false false false false false false false false false X X 1 Elaine Yang 135 Clark Dr San Mateo CA 94402 5000 X 2 Charles Gale 2526 Hampton Ave Charlotte NC 28207 10000 X 3 Art Levinson 30 Homeplace Ct Hillsborough CA 94010 5000 X 4 Adrienne and Bryan Roberts 20 Naranja Way Portola Valley CA 94028 10000 X 5 Paul Madera 2 Sutherland Dr Atherton CA 94027 5000 X 6 Michael Millman 7 Upper Ames Ave PO Box 173 Ross CA 94957 10000 X 7 Dan Rose Family Revocable Trust 67-1229 Pakila Rd Kamuela HI 96743 5000 X 8 Sheryl Sandberg 1265 San Mateo Dr Menlo Park CA 94025 100000 X 9 Alex and Susie Casdin 131 E 66th St 10D New York NY 10065 10000 X 10 Nick Sue Hellmann 1985 Las Trampas Rd Alamo CA 94507 10000 X 11 Michael and Janelle Grimes 320 W Santa Inez Hillsborough CA 94010 25000 X 12 John and Hilary Somorjai 930 La Senda Road Hillsborough CA 94010 10000 X 13 Lisa Kearns 320 Bridge Road Hillsborough CA 94010 10000 X 14 David Wagonfeld 48 Farm Lane Hillsborough CA 94010 10000 X 15 Peter Hecht 17 Durham St 5 Boston MA 02115 10000 X 16 Stephen Laura Philipson 214 Cherokee Road Charlotte NC 28207 5000 X 17 David Sze 55 New Place Road Hillsborough CA 94010 10000 X 18 Todd Park 26541 Purissima Rd Los Altos Hills CA 94022 10000 X 19 James and Kaye Slavet Trust 2015 Parkside Ave Hillsborough CA 94010 25000 X 20 Chan Zuckerberg Initiative 2682 Middlefield Rd Ste 1 Redwood City CA 94063 10000 X 21 Christopher Orndorff 1110 12th St NE ste 202 Bellevue WA 98004 5000 X 22 Nick Gaby Swinmurn 313 San Ysidro Road Santa Barbara CA 93018 10000 X 23 Anonymous 1610 TWIFORD PLACE CHARLOTTE NC 28027 36000 X 24 Camille Samuels 2463 Jackson St San Francisco CA 94115 5199 X 25 Dipander Deb 3250 Ralston Avenue Hillsborough CA 94010 20350 X 24 10 Units of Vanguard 500 Index-ADM 5199 2024-09-18 25 160 Units of Natera Inc. Stock 20350 2024-10-01 FMV ADJ. FOR STOCK DONATIONS 24344 FUNDRAISING EXPENSES 18747 STRIPE PLATFORM FEES 9607 MISC. EXPENSES 444 Charles Gale 2526 Hampton Ave Charlotte NC 28207 Adrienne and Bryan Roberts 20 Naranja Way Portola Valley CA 94028 Michael Millman 7 Upper Ames Ave PO Box 173 Ross CA 94957 Sheryl Sandberg 1265 San Mateo Dr Menlo Park CA 94025 Alex and Susie Casdin 131 E 66th St 10D New York NY 10065 Nick Sue Hellmann 1985 Las Trampas Rd Alamo CA 94507 Michael and Janelle Grimes 320 W Santa Inez Hillsborough CA 94010 John and Hilary Somorjai 930 La Senda Road Hillsborough CA 94010 Lisa Kearns 320 Bridge Road Hillsborough CA 94010 David Wagonfeld 48 Farm Lane Hillsborough CA 94010 Peter Hecht 17 Durham St 5 Boston MA 02115 David Sze 55 New Place Road Hillsborough CA 94010 Todd Park 26541 Purissima Rd Los Altos Hills CA 94022 James and Kaye Slavet Trust 2015 Parkside Ave Hillsborough CA 94010 Chan Zuckerberg Initiative 2682 Middlefield Rd Ste 1 Redwood City CA 94063 Nick Gaby Swinmurn 313 San Ysidro Road Santa Barbara CA 93018 Anonymous 1610 TWIFORD PLACE CHARLOTTE NC 28027 Dipander Deb 3250 Ralston Avenue Hillsborough CA 94010