Sam's Fund
Sam's Fund is a private foundation, based in Charlotte, NC. IRS filing data is available from 2024 through 2025. As of 2025, the organization holds $216K in total assets. Net investment income was $4K.
Sam's Fund at a glance
- Total assets
- $216,023
- +1.1% vs 2024
- Revenue (2025)
- $12,233
- -97.4% vs 2024
- Net investment income (2025)
- $4,233
- -86.7% vs 2024
- Expenses (2025)
- $9,817
- -95.7% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Sam's Fund funds
How this funder distributes its grants
Grant Size Distribution
1 grant across all recorded years
The most common grant size was in the $100–250K range: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Sam's Fund gives
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). 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
In 2024 it made 1 grant totaling $200K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| ZABS Place Charlotte, NC | To train young adults with special needs to harness their talents and support their transition to rewarding careers | $200,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $216,023 | $12,233 | $9,817 | — | — | — | $4,233 | $10,378 |
| 2024 | $213,607 | $466,749 | $228,798 | $200,000 | 1 | $200,000 | $31,778 | $6,021 |
Under IRS private-foundation payout rules, Sam's Fund reported a distributable amount of $10K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Sam's Fund is led by David Ebersman, President on every filing since 2024; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
David Ebersman
President
On filings since 2024
No compensation reported
Michelle Ebersman
Vice President
On filings since 2024
No compensation reported
Data from IRS Form 990 filings, 2024–2025. "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's Fund
How large is Sam's Fund?
Sam's Fund reported $216K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $12K.
Where does Sam's Fund operate?
Sam's Fund has awarded grants in North Carolina.
How much is Sam's Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Sam's Fund reported a distributable amount of $10K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Sam's Fund's EIN?
Sam's Fund's EIN (Employer Identification Number) is 99-1852883. IRS Form 990 filing data is available on this page for 2024–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 26, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal year 2024
Live grants for the work Sam's Fund funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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Browse active grant opportunities in Sam's Fund's focus areas in our free grants database
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