Samson Memorial Trust

Foundation · Grantmaker Milwaukee, WI EIN: 77-6191072

Samson Memorial Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Milwaukee, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $12.0M in total assets. In 2024, it awarded 4 grants totaling $757K. Net investment income was $287K.

Key facts about Samson Memorial Trust

EIN: 77-6191072
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $757,200
Grants made (2024): 4
Average grant: $189,300
Median grant: $189,300
Total assets: $11,953,123
Primary geography: California (100% of itemized 2024 grant dollars)

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

Who Samson Memorial Trust funds

By grant dollars, the top recipient states for Samson Memorial Trust's 4 itemized 2024 grants were California (100%). The most frequent recipient cities were Santa Barbara, CA (2 grants). 100% of grants with a stated purpose were for general or operating support.

How Samson Memorial Trust gives

Giving held roughly steady from 2021 to 2024 (−4%). Method
In 2024 it paid out 98% 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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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$12.0M

-5.2% YoY

Annual Giving

$757K

-0.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$189K

-0.1% YoY

Under IRS private-foundation payout rules, Samson Memorial Trust reported a distributable amount of $789K for 2024 — the minimum it must pay out in qualifying distributions.

About Samson Memorial Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $757K (100%)

Share of all 4 itemized 2024 grant dollars.

States

California

Cities

Santa BarbaraOaklandSan Rafael

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$11,953,123	$12,606,597	$13,105,313
Revenue	$234,521	$386,359	$566,654
Expenses	$887,200	$873,794	$933,551
Qualifying Distributions	$769,848	$770,076	$804,442
Net Investment Income	$287,166	$320,700	$476,307
Distributable Amount	$788,761	$705,706	$705,643

Data update history

When this profile's IRS filing data changed on Grantable

March 3, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Alzheimer's Asoccentral Coast Chap ($189,300), Guide Dogs for the Blind Inc ($189,300), Regents of the University of CA ($189,300).

Recipient	Purpose	Amount
ALZHEIMER'S ASOCCENTRAL COAST CHAP Santa Barbara, CA	GENERAL OPERATING	$189,300
GUIDE DOGS FOR THE BLIND INC San Rafael, CA	GENERAL OPERATING	$189,300
REGENTS OF THE UNIVERSITY OF CA Oakland, CA	GENERAL OPERATING	$189,300
CANCER FDN OF SANTA BARBARA Santa Barbara, CA	GENERAL OPERATING	$189,300

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Name	Title	Hours	Compensation
US Bank N a	Trustee	1	$116,483

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Samson Memorial Trust?

Samson Memorial Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Milwaukee, WI. It holds $12.0M in total assets as of 2024.

How large is Samson Memorial Trust?

As of 2024, Samson Memorial Trust holds $12.0M in total assets with $235K in annual revenue. It awarded 4 grants totaling $757K in 2024.

Where does Samson Memorial Trust operate?

Samson Memorial Trust has awarded grants in California.

What size grants does Samson Memorial Trust award?

In 2024, Samson Memorial Trust awarded 4 grants totaling $757K — an average of about $189K per grant, based on its IRS Form 990 filings.

How much is Samson Memorial Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Samson Memorial Trust reported a distributable amount of $789K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.