Nonprofit · EIN 39-1796526
STEVEN SAMPSON CHARITABLE FUND INC
Tax-exempt · GLENDALE, WI 53217
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $90,963 | $50,239 | $40,724 | $528,425 | $0 | $528,425 |
| December 31, 2024 | 990-PF | $191,368 | $38,257 | $153,111 | $487,701 | $0 | $487,701 |
| December 31, 2023 | 990-PF | $24,760 | $36,337 | -$11,577 | $334,590 | $0 | $334,590 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $2,580
- Net gain from sales of assets
- $88,383
Expenses
- Grants and similar amounts paid
- $40,628
- Disbursements for charitable purposes
- $40,628
- Excise tax on investment income
- $1,167
Balance sheet and other
- Total assets, start of year
- $487,701
- Total assets, end of year
- $528,425
- Total liabilities, end of year
- $0
- Net assets, end of year
- $528,425
- Fair market value of assets
- $1,148,216
- Qualifying distributions
- $40,628
- Net investment income
- $90,963
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN J SAMPSON 16 RUE DE BIRAGUE, PARIS, 75004, FR | PRES/TRS/DIR | 0.1 | $0 |
| DAVID SCHULTZ 5215 N IRONWOOD RD - STE 102, GLENDALE, WI 53217 | VP/SEC/DIR | 0.2 | $0 |
| MITCH MOSER 1360 N PROSPECT AVENUE, MILWAUKEE, WI 53202 | Director | 0.1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN J SAMPSON 16 RUE DE BIRAGUE, PARIS, 75004, FR | PRES/TRS/DIR | 0.1 | $0 |
| DAVID SCHULTZ 5215 N IRONWOOD RD - STE 102, GLENDALE, WI 53217 | VP/SEC/DIR | 0.2 | $0 |
| MITCH MOSER 1360 N PROSPECT AVENUE, MILWAUKEE, WI 53202 | Director | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN J SAMPSON 16 RUE DE BIRAGUE, PARIS, 75004, FR | PRES/TRS/DIR | 0.1 | $0 |
| ANN G MANDELMAN 1268 E 35TH STREET, BROOKLYN, NY 11210 | VP/SEC/DIR | 0.2 | $0 |
| SCOTT A SAMPSON 6938A N SANTA MONICA BLVD, FOX POINT, WI 53217 | Director | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 5215 N IRONWOOD RD STE 102, GLENDALE, WI 53217-4908
- In care of
- % J BERNSTEIN GODFREY & KAHN
- Signed the 990-PF
- DAVID SCHULTZ, VP/SEC/DIR
- Phone
- (414) 963-2900
- Return prepared by
- GOOSSEN & SCHULTZ CPAS LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-1796526
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $528,425
- Income (IRS master file)
- $370,884
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $90,963 | $50,239 | $528,425 | XML |
| 990-PF | December 2024 | $191,368 | $38,257 | $487,701 | XML |
| 990-PF | December 2023 | $24,760 | $36,337 | $334,590 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1796526).
Questions about STEVEN SAMPSON CHARITABLE FUND INC
- What is the EIN of STEVEN SAMPSON CHARITABLE FUND INC?
- The employer identification number (EIN) of STEVEN SAMPSON CHARITABLE FUND INC is 39-1796526.
- Is STEVEN SAMPSON CHARITABLE FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to STEVEN SAMPSON CHARITABLE FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STEVEN SAMPSON CHARITABLE FUND INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STEVEN SAMPSON CHARITABLE FUND INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STEVEN SAMPSON CHARITABLE FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of STEVEN SAMPSON CHARITABLE FUND INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does STEVEN SAMPSON CHARITABLE FUND INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $90,963, expenses of $50,239 and total assets of $528,425 at year end.
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