Samuel a Kleppinger Trust FBO United Way of
Samuel a Kleppinger Trust FBO United Way of is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $705K in total assets. In 2025, it awarded 1 grant totaling $48K. Net investment income was $60K.
Samuel a Kleppinger Trust FBO United Way of at a glance
In short: Samuel a Kleppinger Trust FBO United Way of gave $48K across 1 grant in 2025 (avg $48K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $48,161
- +13.1% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $48,161
- +13.1% vs 2024
- Median grant
- $48,161
- Total assets
- $704,544
- +0.6% vs 2024
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Samuel a Kleppinger Trust FBO United Way of funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was United Way of the Greater Lehigh Valley ($48K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Samuel a Kleppinger Trust FBO United Way of gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 94% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $40K (2021) to $48K (2025). In 2025 it made 1 grant totaling $48K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| United Way of the Greater Lehigh Valley Bethlehem, PA | General | $48,161 |
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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 | $704,544 | $72,390 | $67,937 | $48,161 | 1 | $54,740 | $59,913 | $58,222 |
| 2024 | $700,010 | $57,984 | $61,495 | $42,600 | 1 | $48,771 | $46,190 | $54,332 |
| 2023 | $704,659 | $52,692 | $60,176 | $44,090 | 1 | $49,468 | $40,451 | $47,978 |
| 2022 | $712,199 | $17,373 | $65,188 | $48,016 | 1 | $53,526 | $13,986 | $49,600 |
| 2021 | $760,008 | $65,496 | $58,245 | $40,038 | 1 | $46,181 | $53,767 | $54,159 |
| 2020 | $752,783 | $61,672 | $57,026 | $40,146 | 1 | — | $51,169 | $45,574 |
Under IRS private-foundation payout rules, Samuel a Kleppinger Trust FBO United Way of reported a distributable amount of $58K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Samuel a Kleppinger Trust FBO United Way of's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2020
2 hrs/week
$15K (2020) → $19K (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 $19K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Samuel a Kleppinger Trust FBO United Way of
How much does Samuel a Kleppinger Trust FBO United Way of give each year?
Samuel a Kleppinger Trust FBO United Way of gave $48K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $43K across 1 grant.
How large is Samuel a Kleppinger Trust FBO United Way of?
Samuel a Kleppinger Trust FBO United Way of reported $705K in total assets on its 2025 IRS Form 990-PF. It paid out $55K in qualifying distributions that year, against a required minimum of $58K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 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 2020–2025.
Data last updated October 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 2025 (received by the IRS May 6, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
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