Sam W Lake Trust
Sam W Lake Trust is a private foundation, based in Johnston, RI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $218K in total assets. In 2025, it awarded 2 grants totaling $11K. Net investment income was $11K.
Sam W Lake Trust at a glance
In short: Sam W Lake Trust gave $11K across 2 grants in 2025 (avg $6K), mostly in New Hampshire. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $11,259
- -6.7% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $5,630
- -6.7% vs 2024
- Median grant
- $5,630
- Total assets
- $217,578
- -1.3% vs 2024
- Primary geography
- New Hampshire (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Sam W Lake Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Town of Canterbury ($11K). Together the top 2 received $11K.
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 2025 grant dollars across all 2 itemized grants.
States
Cities
How Sam W Lake Trust gives
- Giving held roughly steady from 2022 to 2025 (−19%). Method
- In 2025 it paid out 128% of 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
From 2020 to 2025, annual grant giving ranged from $11K (2023) to $14K (2021). In 2025 it made 2 grants totaling $11K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Town of Canterbury Canterbury, NH | Unrestricted Gift | $11,234 |
| Canterbury Center Sunday School Canterbury, NH | Unrestricted Gift | $25 |
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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 | $217,578 | $13,928 | $17,409 | $11,259 | 2 | $14,681 | $11,343 | $11,428 |
| 2024 | $220,550 | $11,158 | $18,065 | $12,071 | 2 | $15,474 | $8,586 | $11,287 |
| 2023 | $227,290 | $9,329 | $17,218 | $10,969 | 2 | $14,609 | $6,848 | $10,894 |
| 2022 | $234,686 | $15,080 | $20,286 | $13,844 | 2 | $17,380 | $12,365 | $11,537 |
| 2021 | $239,894 | $18,581 | $21,396 | $13,909 | 2 | $17,863 | $15,456 | $13,530 |
| 2020 | $242,528 | $19,912 | $20,037 | $13,344 | 2 | — | $16,969 | $12,788 |
Under IRS private-foundation payout rules, Sam W Lake Trust reported a distributable amount of $11K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Sam W Lake Trust's only listed officer is Citizens Bank, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Citizens Bank
Trustee
On filings since 2020
$6K (2020) → $5K (2025)
Data from IRS Form 990 filings, 2020–2025. "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
The highest reported compensation on the 2025 filing was $5K, to Citizens Bank (Trustee).
Frequently asked questions about Sam W Lake Trust
How much does Sam W Lake Trust give each year?
Sam W Lake Trust gave $11K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $12K across 2 grants.
How large is Sam W Lake Trust?
Sam W Lake Trust reported $218K in total assets on its 2025 IRS Form 990-PF. It paid out $15K in qualifying distributions that year, against a required minimum of $11K (roughly 5% of its investment assets).
Where does Sam W Lake Trust operate?
Sam W Lake Trust has awarded grants in New Hampshire.
What is Sam W Lake Trust's EIN?
Sam W Lake Trust's EIN (Employer Identification Number) is 02-6003998. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 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 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 30, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 29, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
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