Linda Gale Sampson Charitable Fund Inc Co Legacy Private Trust Company

Private foundation · Grantmaker Neenah, WI EIN: 39-1796554

Linda Gale Sampson Charitable Fund Inc Co Legacy Private Trust Company is a private foundation, based in Neenah, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 2 grants totaling $45K. Net investment income was $61K.

Key facts about Linda Gale Sampson Charitable Fund Inc Co Legacy Private Trust Company

In short: Linda Gale Sampson Charitable Fund Inc Co Legacy Private Trust Company gave $45K across 2 grants in 2024 (avg $23K), mostly in Wisconsin. Source: 2024 IRS Form 990-PF.

EIN
39-1796554
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$45,000
Grants made (2024)
2
Average grant
$22,500
Median grant
$22,500
Total assets
$1,493,959
Primary geography
Wisconsin (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated October 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.5M

+1.2% YoY

Annual Giving

$45K

+0.0% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$23K

+0.0% YoY

Under IRS private-foundation payout rules, Linda Gale Sampson Charitable Fund Inc Co Legacy Private Trust Company reported a distributable amount of $82K for 2024 — the minimum it must pay out in qualifying distributions.

How Linda Gale Sampson Charitable Fund Inc Co Legacy Private Trust Company gives

  • Giving held roughly steady from 2021 to 2024 (+0%). Method
  • In 2024 it paid out 55% 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.

Your AI grants department

Ready to take the next step with Linda Gale Sampson Charitable Fund Inc Co Legacy Private Trust Company?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2024 grant dollars across all 2 itemized grants.

States

Cities

Milwaukee

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K2 grants2020 2 grants2021 2 grants2022 2 grants2023 2 grants2024

From 2020 to 2024, annual grant giving ranged from $45K (2021) to $50K (2020). In 2024 it made 2 grants totaling $45K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

The Kollel Institute: $25KThe Kollel Institute$25KMilwaukee Jewish Federation Inc: $20KMilwaukee Jewish FederationInc$20K

The largest 2024 recipient was The Kollel Institute ($25K). Together the top 2 received $45K.

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 10 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Kollel Institute Milwaukee, WICharitable$25,000
Milwaukee Jewish Federation Inc Milwaukee, WICharitable$20,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$1,493,959$1,476,638$1,469,699
Revenue$86,275$80,650$-44,021
Expenses$68,954$73,711$79,319
Qualifying Distributions$45,000$45,000$45,000
Net Investment Income$60,624$47,846$4,657
Distributable Amount$82,413$72,693$76,773

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 12, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 13, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 14, 2025)
  6. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Linda Gale Sampson Charitable Fund Inc Co Legacy Private Trust Company is led by Lindagale Sampson, President & Treasurer on every filing since 2023; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Lindagale Sampson

    President & Treasurer

    On filings since 2023

    0.3 hrs/week

    No compensation reported

  • Richard H. Meyer

    Director

    On filings since 2020

    0.3 hrs/week

    No compensation reported

  • Susan Hickey

    Vice President & Secretary

    On filings since 2023

    0.5 hrs/week

    No compensation reported

Former officers (2)
  • Former: Ann G. Mandelman (2020–2022) — Treasurer & Director
  • Former: Linda Gale Sampson (2020–2022) — President & Director

Data from IRS Form 990 filings, 2020–2024. "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 Linda Gale Sampson Charitable Fund Inc Co Legacy Private Trust Company

How much does Linda Gale Sampson Charitable Fund Inc Co Legacy Private Trust Company give each year?

Linda Gale Sampson Charitable Fund Inc Co Legacy Private Trust Company gave $45K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $45K across 2 grants.

How large is Linda Gale Sampson Charitable Fund Inc Co Legacy Private Trust Company?

Linda Gale Sampson Charitable Fund Inc Co Legacy Private Trust Company reported $1.5M in total assets on its 2024 IRS Form 990-PF. It paid out $45K in qualifying distributions that year, against a required minimum of $82K (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 Linda Gale Sampson Charitable Fund Inc Co Legacy Private Trust Company operate?

Linda Gale Sampson Charitable Fund Inc Co Legacy Private Trust Company has awarded grants in Wisconsin.

What is Linda Gale Sampson Charitable Fund Inc Co Legacy Private Trust Company's EIN?

Linda Gale Sampson Charitable Fund Inc Co Legacy Private Trust Company's EIN (Employer Identification Number) is 39-1796554. IRS Form 990 filing data is available on this page for 2020–2024.

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

Your AI grants department

Here's the math on researching Linda Gale Sampson Charitable Fund Inc Co Legacy Private Trust Company by hand.

Explore Open Grants

Browse active grant opportunities in Linda Gale Sampson Charitable Fund Inc Co Legacy Private Trust Company's focus areas in our free grants database

Similar Funders

Funders with grantees in common

Wisconsin Humanities Council Inc

Middleton, WI

Wisconsin humanities strengthens our democracy through educational and cultural programs that build connections and understanding among people of all backgrounds and beliefs throughout the state.

Arts, Culture & Humanities

Assets

$569K

Grants

8

Total Given

$68K

Harri Hoffmann Family Foundation Inc

Milwaukee, WI

The Harri Hoffmann Family Foundation supports social services, Jewish activities, education, and other community programs, primarily in Milwaukee and Wisconsin, with grants also going to organizations elsewhere. Its 2025 grants ranged from $1,500 to $230,000, with a median of $10,000; it accepts applications through an online form or by mail, with no restriction on unsolicited requests stated.

Assets

$26.2M

Grants

148

Total Given

$2.2M

Daniel M Soref Rvoc Tr

Milwaukee, WI

The foundation supports Milwaukee-area Jewish community life, museums, medical research, children’s services, youth mentoring, food assistance, housing, and education, with nearly all 2025 funding going to Wisconsin organizations. It gave $3.1 million in 2025 across 47 grants, ranging from $5,000 to $365,000, with a median of $36,000. It funds only preselected charitable organizations and does not accept unsolicited requests.

Assets

$70.1M

Grants

47

Total Given

$3.1M

Charter Manufacturing Company Foundation Inc

Milwaukee, WI

Charter Manufacturing Company supports Wisconsin organizations in education, health, arts and culture, and community work. Its 2024 grants ranged from $500 to $500,000, with a median of $7,750. It funds only preselected charitable organizations and does not accept unsolicited requests.

Assets

$20.0M

Grants

32

Total Given

$1.4M

Clarence and Pearl Becker Charitable

Milwaukee, WI

The foundation supports a range of charitable organizations, including museums, health organizations, food-assistance groups, and community organizations, with 2025 grants typically small: a $250 median and awards ranging from $50 to $5,000. It is based in Milwaukee, and its 2025 grants went mainly to organizations in Wisconsin, California, and New York. It gives only to preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$279K

Grants

59

Total Given

$30K

Sommerhauser Foundation Inc

Milwaukee, WI

The Sommerhauser Foundation supports health care, education, community services, and veterans’ causes, with recent grants concentrated in Wisconsin and also reaching Illinois, Minnesota, Nebraska, and Florida. It gave 20 grants totaling $92,950 in 2025; grants ranged from $100 to $13,500, with a median of $1,500. It funds only preselected organizations and does not accept unsolicited requests.

Religion Related

Assets

$253K

Grants

20

Total Given

$93K

Cedar Street Charitable Foundation Inc

Milwaukee, WI

Cedar Street Charitable Foundation supports a broad range of qualified 501(c)(3) organizations through donor-advised funds, with grants spanning education, animal welfare, arts, and other causes. In 2024, grants ranged from $5,750 to $1.1 million, with a median of $20,000; Wisconsin received the largest share, followed by Connecticut, Florida, Pennsylvania, and North Carolina. No application process is specified in the available information.

Community Improvement & Capacity Building

Assets

$65.4M

Grants

219

Total Given

$13.5M

Mutual of America Foundation

New York, NY

Philanthropy, Voluntarism & Grantmaking

Assets

$136K

Grants

539

Total Given

$839K

Anon Charitable Trust

Milwaukee, WI

The trust funds scientific, literary, educational, or religious purposes, with nearly all 2024 grants going to organizations in Wisconsin. Its 130 grants ranged from $1,000 to $125,000, with a median of $10,000. It accepts requests by letter describing the organization and project, with evidence of qualifying public-charity status.

Assets

$17.9M

Grants

130

Total Given

$2.0M

The Jewish Federations of North America Inc

New York, NY

The Jewish Federations of North America funds Jewish community services and infrastructure, security, Israel-related work, humanitarian relief, health and social services, and education and vocational training in North America, Israel, and other countries. Its 2025 grants had a median of $75,000, though awards varied widely; most reported grant dollars went to recipients in New York.

Assets

$429.8M

Grants

204

Total Given

$432.7M

Jewish Federation of Metropolitan Chicago

Chicago, IL

The Jewish Federation of Metropolitan Chicago funds human services, Jewish education and community programs, crisis response, and support for Israel and Jewish communities worldwide, primarily through Chicago-area agencies and initiatives. In 2025, its grants had a median of about $20,000, though awards ranged widely; the profile does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.1B

Grants

896

Total Given

$166.6M

1895 Bancorp of Wisconsin

Greenfield, WI

The foundation supports Wisconsin community programs, including youth, disability services, veterans, financial literacy, emergency food, and shelter, with grants typically around $1,000–$5,000 (median $3,000 in 2024). It accepts written requests year-round; awards are generally limited to communities served by the bank.

Human Services

Assets

$382K

Grants

12

Total Given

$35K

More Funders in Wisconsin

Linda Gale Sampson Charitable Fund Inc Co Legacy Private Trust Company down — hundreds of funders to go?

Want AI to do this for you?