Linda Gale Sampson Charitable Fund Inc Co Legacy Private Trust Company
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.
Linda Gale Sampson Charitable Fund Inc Co Legacy Private Trust Company at a glance
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.
- Annual giving (2024)
- $45,000
- +0.0% vs 2023
- Grants made (2024)
- 2
- +0.0% vs 2023
- Average grant
- $22,500
- +0.0% vs 2023
- Median grant
- $22,500
- Total assets
- $1,493,959
- +1.2% vs 2023
- Primary geography
- Wisconsin (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Linda Gale Sampson Charitable Fund Inc Co Legacy Private Trust Company funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was The Kollel Institute ($25K). Together the top 2 received $45K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $45K (2021) to $50K (2020). In 2024 it made 2 grants totaling $45K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Kollel Institute Milwaukee, WI | Charitable | $25,000 |
| Milwaukee Jewish Federation Inc Milwaukee, WI | Charitable | $20,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,493,959 | $86,275 | $68,954 | $45,000 | 2 | $45,000 | $60,624 | $82,413 |
| 2023 | $1,476,638 | $80,650 | $73,711 | $45,000 | 2 | $45,000 | $47,846 | $72,693 |
| 2022 | $1,469,699 | $-44,021 | $79,319 | $45,000 | 2 | $45,000 | $4,657 | $76,773 |
| 2021 | $1,593,039 | $129,246 | $75,906 | $45,000 | 2 | $45,000 | $92,655 | $84,237 |
| 2020 | $1,539,699 | $8,492 | $78,067 | $50,000 | 2 | — | — | $81,382 |
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.
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.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 14, 2025)
- IRS filings on file for fiscal years 2020–2024
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