Samuel a Kleppinger Trust Fbo United Way of

CHICAGO, IL EIN: 13-6565462

Samuel a Kleppinger Trust Fbo United Way of is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $700K in total assets. In 2024, it awarded 1 grants totaling $43K. Net investment income was $46K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$700K

-0.7% YoY

Annual Giving

$43K

-3.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$43K

-3.4% YoY

Under IRS private-foundation payout rules, Samuel a Kleppinger Trust Fbo United Way of reported a distributable amount of $54K for 2024 — the minimum it must pay out in qualifying distributions.

About Samuel a Kleppinger Trust Fbo United Way of

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $215K (100%)

States

Pennsylvania

Cities

Bethlehem

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$700,010	$704,659	$712,199
Revenue	$57,984	$52,692	$17,373
Expenses	$61,495	$60,176	$65,188
Qualifying Distributions	$48,771	$49,468	$53,526
Net Investment Income	$46,190	$40,451	$13,986
Distributable Amount	$54,332	$47,978	$49,600

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include United Way of the Greater Lehigh Valley ($42,600).

Recipient	Purpose	Amount
UNITED WAY OF THE GREATER LEHIGH VALLEY BETHLEHEM, PA	GENERAL	$42,600

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Samuel a Kleppinger Trust Fbo United Way of?

As of 2024, Samuel a Kleppinger Trust Fbo United Way of holds $700K in total assets with $58K in annual revenue. It awarded 1 grants totaling $43K in 2024.

Where does Samuel a Kleppinger Trust Fbo United Way of operate?

Samuel a Kleppinger Trust Fbo United Way of has awarded grants in Pennsylvania.

What size grants does Samuel a Kleppinger Trust Fbo United Way of award?

In 2024, Samuel a Kleppinger Trust Fbo United Way of awarded 1 grants totaling $43K — an average of about $43K per grant, based on its IRS Form 990 filings.

How much is Samuel a Kleppinger Trust Fbo United Way of required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Samuel a Kleppinger Trust Fbo United Way of reported a distributable amount of $54K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Samuel a Kleppinger Trust Fbo United Way of's EIN?

Samuel a Kleppinger Trust Fbo United Way of's EIN (Employer Identification Number) is 13-6565462. IRS Form 990 filing data is available on this page for 2020–2024.