Samtec Associates Foundation Inc

NEW ALBANY, IN EIN: 47-4708350

Samtec Associates Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW ALBANY, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $137K in total assets. In 2024, it awarded 1 grants totaling $7K. Net investment income was $3K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$137K

+19.5% YoY

Annual Giving

$7K

-66.7% YoY

Grant Count

1

-66.7% YoY

Avg Grant Size

$7K

-0.2% YoY

Under IRS private-foundation payout rules, Samtec Associates Foundation Inc reported a distributable amount of $6K for 2024 — the minimum it must pay out in qualifying distributions.

About Samtec Associates Foundation Inc

Based on IRS filings

Samtec Associates Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW ALBANY, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $137K in total assets. In 2024, it awarded 1 grants totaling $7K. Net investment income was $3K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

FrankfortFriscoJeffersonvilleLouisvilleNew Albany

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$9K$18K$27K$36K20202021202220232024
Metric202420232022
Total Assets$136,596$114,346$101,900
Revenue$29,561$32,997$25,382
Expenses$7,311$21,965$10,761
Qualifying Distributions$7,250$21,802$10,608
Net Investment Income$3,202$446$170
Distributable Amount$6,109$5,512$4,721

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$11K$16K$22K1 grants20202 grants20212 grants20223 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

INDIVIDUAL ASSISTANCE$7K

Grant Size Distribution

9 grants across all recorded years

9<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Individual Assistance ($7,250).

RecipientPurposeAmount
INDIVIDUAL ASSISTANCE NEW ALBANY, INGENERAL INFORMATION ON GRANTS AND ASSISTANCE:THE FOUNDATION MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNT OF THE GRANTS OR ASSISTANCE, THE GRANTEES' ELIGIBLE FOR THE GRANTS OR ASSISTANCE, AND THE SELECTION CRITERIA USED TO AWARD GRANTS OR ASSISTANCE.TYPE OF GRANT OR ASSISTANCE:GRANTS TO INDIVIDUALS - TOTAL OF 6 IN 2024DESCRIPTION OF PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS:THE BOARD REVIEWS ALL APPLICATIONS THAT ARE SUBMITTED BY ASSOCIATES AND THE BOARD MEETS AS NEEDED TO EITHER DENY OR APPROVE EACH INDIVIDUAL'S ASSISTANCE REQUEST BASED GUIDELINES APPROVED BY THE BOARD.$7,250

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
BETH JOHNSONPRESIDENT1
ALLEN PLATTSECRETARY1
SARAH TEEGARDENTREASURER1
PAM GRIEBDIRECTOR1
WHITNEY ROBERTSONDIRECTOR1
SETH FARRISDIRECTOR1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Samtec Associates Foundation Inc?

Samtec Associates Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW ALBANY, IN. It holds $137K in total assets as of 2024.

How large is Samtec Associates Foundation Inc?

As of 2024, Samtec Associates Foundation Inc holds $137K in total assets with $30K in annual revenue. It awarded 1 grants totaling $7K in 2024.

Where does Samtec Associates Foundation Inc operate?

Samtec Associates Foundation Inc has awarded grants in Indiana, Kentucky, Texas.

What size grants does Samtec Associates Foundation Inc award?

In 2024, Samtec Associates Foundation Inc awarded 1 grants totaling $7K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is Samtec Associates Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Samtec Associates Foundation Inc reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Samtec Associates Foundation Inc's EIN?

Samtec Associates Foundation Inc's EIN (Employer Identification Number) is 47-4708350. IRS Form 990 filing data is available on this page for 2020–2024.

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

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