The Samuel Lyon Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOUISVILLE, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $981K in total assets. In 2024, it awarded 26 grants totaling $75K. Net investment income was $92K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$981K
+1.6% YoY
Annual Giving
$75K
-6.3% YoY
Grant Count
26
+23.8% YoY
Avg Grant Size
$3K
-24.3% YoY
Under IRS private-foundation payout rules, The Samuel Lyon Charitable reported a distributable amount of $75K for 2024 — the minimum it must pay out in qualifying distributions.
About The Samuel Lyon Charitable
Based on IRS filings
The Samuel Lyon Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOUISVILLE, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $981K in total assets. In 2024, it awarded 26 grants totaling $75K. Net investment income was $92K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $981,370 | $965,773 | $939,051 |
| Revenue | $92,610 | $108,718 | $98,646 |
| Expenses | $77,013 | $81,996 | $75,414 |
| Qualifying Distributions | $75,556 | $80,517 | $74,601 |
| Net Investment Income | $92,054 | $55,228 | $49,611 |
| Distributable Amount | $74,623 | $68,393 | $68,596 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
118 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Keneseth Israel Congregation ($18,000), Jewish Family & Career Services ($10,000), The Temple ($8,500).
| Recipient | Purpose | Amount |
|---|---|---|
| BROOKLYN JEWISH CENTER CIRCLE BROOKLYN, NY | SUPPORT | $750 |
| AMERICAN CANCER SOCIETY-KY LEXINGTON, KY | SUPPORT | $1,250 |
| AMERICAN HEART ASSOCIATION LOUISVILLE, KY | SUPPORT | $1,250 |
| HADASSAH NEW YORK, NY | SUPPORT | $1,250 |
| HOSPARUS LOUISVILLE, KY | SUPPORT | $1,250 |
| KENTUCKY HUMANE SOCIETY LOUISVILLE, KY | SUPPORT | $1,000 |
| KIDS CENTER FOR PEDIATRIC THERAPIES LOUISVILLE, KY | SUPPORT | $1,500 |
| LOUISVILLE FREE PUBLIC LIBRARY LOUISVILLE, KY | SUPPORT | $1,000 |
| LOUISVILLE OLMSTEAD PARKS CONSERVAN LOUISVILLE, KY | SUPPORT | $1,500 |
| MULTIPLE SCLEROSIS SOCIETY BRENTWOOD, TN | SUPPORT | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SHELDON M YOFFE | TRUSTEE | 0.5 | — |
| ELAINE Y WEINBERG | TRUSTEE | — | — |
| MARLENE Y SCHAFFER | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Samuel Lyon Charitable?
The Samuel Lyon Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOUISVILLE, KY. It holds $981K in total assets as of 2024.
How large is The Samuel Lyon Charitable?
As of 2024, The Samuel Lyon Charitable holds $981K in total assets with $93K in annual revenue. It awarded 26 grants totaling $75K in 2024.
Where does The Samuel Lyon Charitable operate?
The Samuel Lyon Charitable has awarded grants in District of Columbia, Georgia, Illinois, Kentucky, New York, Pennsylvania, Tennessee, Texas.
What size grants does The Samuel Lyon Charitable award?
In 2024, The Samuel Lyon Charitable awarded 26 grants totaling $75K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is The Samuel Lyon Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Samuel Lyon Charitable reported a distributable amount of $75K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Samuel Lyon Charitable's EIN?
The Samuel Lyon Charitable's EIN (Employer Identification Number) is 31-6651291. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Samuel Lyon Charitable's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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