Steven Sampson Charitable Fund Inc

Private foundation · Grantmaker Glendale, WI EIN: 39-1796526

Steven Sampson Charitable Fund Inc is a private foundation, based in Glendale, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $528K in total assets. In 2025, it awarded 1 grant totaling $41K. Net investment income was $84K.

Steven Sampson Charitable Fund Inc at a glance

In short: Steven Sampson Charitable Fund Inc gave $41K across 1 grant in 2025 (avg $41K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$40,628
+21.4% vs 2024
Grants made (2025)
1
+0.0% vs 2024
Average grant
$40,628
+21.4% vs 2024
Median grant
$40,628
Total assets
$528,425
+8.4% vs 2024
Primary geography
Wisconsin (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 Steven Sampson Charitable Fund Inc funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

The Jewish Community Foundation Inc: $41KThe Jewish CommunityFoundation Inc$41K

The largest 2025 recipient was The Jewish Community Foundation Inc ($41K).

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was under $50K: 5 grants of 5 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Milwaukee

How Steven Sampson Charitable Fund Inc gives

  • Giving held roughly steady from 2022 to 2025 (+16%). Method
  • In 2025 it paid out 87% 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

$0$20K$40K$60K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $24K (2021) to $41K (2025). In 2025 it made 1 grant totaling $41K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
The Jewish Community Foundation Inc Milwaukee, WICharitable$40,628
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$528,425$90,963$50,239$40,6281$40,628$83,963$46,546
2024$487,701$191,368$38,257$33,4621$33,462$186,864$40,628
2023$334,590$24,760$36,337$32,5371$32,537$20,960$33,462
2022$346,167$99,573$39,291$35,1311$35,131$95,413$32,537
2021$285,885$9,465$27,710$23,7651$23,765$5,520$35,131
2020$304,130$-130,751$28,608$28,4281—$4,195$23,765

Under IRS private-foundation payout rules, Steven Sampson Charitable Fund Inc reported a distributable amount of $47K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Steven Sampson Charitable Fund Inc is led by Steven J. Sampson, President, Trs & Director on every filing since 2020; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Steven J. Sampson

    President, Trs & Director

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • David Schultz

    Vice President, Secretary & Director

    On filings since 2024

    0.2 hrs/week

    No compensation reported

  • Mitch Moser

    Director

    On filings since 2024

    0.1 hrs/week

    No compensation reported

Former officers (2)
  • Former: Ann G. Mandelman (2020–2023) — Vice President, Secretary & Director
  • Former: Scott A. Sampson (2020–2023) — Director

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.

Frequently asked questions about Steven Sampson Charitable Fund Inc

How much does Steven Sampson Charitable Fund Inc give each year?

Steven Sampson Charitable Fund Inc gave $41K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $33K across 1 grant.

How large is Steven Sampson Charitable Fund Inc?

Steven Sampson Charitable Fund Inc reported $528K in total assets on its 2025 IRS Form 990-PF. It paid out $41K in qualifying distributions that year, against a required minimum of $47K (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 Steven Sampson Charitable Fund Inc operate?

Steven Sampson Charitable Fund Inc has awarded grants in Wisconsin.

What is Steven Sampson Charitable Fund Inc's EIN?

Steven Sampson Charitable Fund Inc's EIN (Employer Identification Number) is 39-1796526. 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

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS February 19, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS February 23, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 5, 2026)
  7. IRS filings on file for fiscal years 2020–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Steven Sampson Charitable Fund Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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