John a Sampson Tr UA

Private foundation · Grantmaker Dallas, TX EIN: 14-6014262

John a Sampson Tr UA is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $959K in total assets. In 2025, it awarded 1 grant totaling $49K. Net investment income was $98K.

Key facts about John a Sampson Tr UA

In short: John a Sampson Tr UA gave $49K across 1 grant in 2025 (avg $49K), mostly in New York. Source: 2025 IRS Form 990-PF.

EIN
14-6014262
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$49,274
Grants made (2025)
1
Average grant
$49,274
Median grant
$49,274
Total assets
$958,533
Primary geography
New York (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$959K

+5.1% YoY

Annual Giving

$49K

+4.4% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$49K

+4.4% YoY

Under IRS private-foundation payout rules, John a Sampson Tr UA reported a distributable amount of $52K for 2025 — the minimum it must pay out in qualifying distributions.

How John a Sampson Tr UA gives

  • Giving held roughly steady from 2022 to 2025 (−6%). Method
  • In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Albany

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $36K (2023) to $52K (2022). In 2025 it made 1 grant totaling $49K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Albany Medical College: $49KAlbany Medical College$49K

The largest 2025 recipient was Albany Medical College ($49K).

Grant Size Distribution

5 grants across all recorded years

4<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 4 grants of 5 (80%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Albany Medical College Albany, NYDept of Pathology &$49,274

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$958,533$912,051$868,179
Revenue$100,234$94,962$27,129
Expenses$53,966$50,190$38,012
Qualifying Distributions$49,967$47,738$36,289
Net Investment Income$98,087$92,084$22,846
Distributable Amount$52,155$48,500$44,049

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 31, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

John a Sampson Tr UA's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2021

    1 hr/week

    $601 (2021) → $1K (2025)

Former officers (1)
  • Former: Bank Of America N A (2019–2020) — Trustee

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $1KBank of AmericaTrustee$1K

The highest reported compensation on the 2025 filing was $1K, to Bank of America (Trustee).

Frequently asked questions about John a Sampson Tr UA

How much does John a Sampson Tr UA give each year?

John a Sampson Tr UA gave $49K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $47K across 1 grant.

How large is John a Sampson Tr UA?

John a Sampson Tr UA reported $959K in total assets on its 2025 IRS Form 990-PF. It paid out $50K in qualifying distributions that year, against a required minimum of $52K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does John a Sampson Tr UA operate?

John a Sampson Tr UA has awarded grants in New York.

What is John a Sampson Tr UA's EIN?

John a Sampson Tr UA's EIN (Employer Identification Number) is 14-6014262. IRS Form 990 filing data is available on this page for 2019–2025.

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

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