Samuel Bailey Family Fdtn
Samuel Bailey Family Foundation is a private foundation based in Cincinnati, Ohio. The foundation engages in philanthropic grantmaking across multiple sectors and geographic regions.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$413K
-77.1% YoY
Annual Giving
$5.4M
+2843.2% YoY
Grant Count
15
-40.0% YoY
Avg Grant Size
$363K
+4805.4% YoY
Under IRS private-foundation payout rules, Samuel Bailey Family Fdtn reported a distributable amount of $199K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's primary funding areas include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
Grantmaking
The foundation has made significant grants to organizations including:
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in:
- Massachusetts
- Florida
- Connecticut
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
- Total Assets: $1,798,909
- Total Annual Giving: $185,000
- EIN: 61-6669373
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $412,598 | $1,798,909 | $1,775,249 |
| Revenue | $7,200,414 | $249,341 | $1,775,247 |
| Expenses | $5,489,277 | $224,567 | — |
| Qualifying Distributions | $5,452,033 | $191,165 | — |
| Net Investment Income | $3,896,609 | $215,822 | — |
| Distributable Amount | $199,025 | $188,159 | $6,963 |
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
40 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Nantucket Cottage Hospital ($1,000,000), Miss Porters School Inc ($1,000,000), Salisbury School ($1,000,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MASS GENERAL BRIGHAM INC SOMERVILLE, MA | GENERAL OPERATING SUPPORT | $25,000 |
| NANTUCKET COTTAGE HOSPITAL NANTUCKET, MA | GENERAL OPERATING SUPPORT | $1,000,000 |
| NANTUCKET ATHENEUM NANTUCKET, MA | GENERAL OPERATING SUPPORT | $250,000 |
| NANTUCKET MARIA MITCHELL ASSOCIATION NANTUCKET, MA | GENERAL OPERATING SUPPORT | $10,000 |
| NANTUCKET CONSERVATION FOUNDATION NANTUCKET, MA | GENERAL OPERATING SUPPORT | $250,000 |
| NANTUCKET PRESERVATION TRUST INC NANTUCKET, MA | GENERAL OPERATING SUPPORT | $100,000 |
| NANTUCKET HISTORICAL ASSOCIATION NANTUCKET, MA | GENERAL OPERATING SUPPORT | $250,000 |
| MISS PORTERS SCHOOL INC FARMINGTON, CT | GENERAL OPERATING SUPPORT | $1,000,000 |
| SALISBURY SCHOOL SALISBURY, CT | GENERAL OPERATING SUPPORT | $1,000,000 |
| TRINITY COLLEGE HARTFORD, CT | GENERAL OPERATING SUPPORT | $40,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A | TRUSTEE | 1 | $40,653 |
Contact Information
- Address: Cincinnati, OH 45263-0858
Frequently Asked Questions
What does Samuel Bailey Family Fdtn fund?
The foundation's primary funding areas include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services
How do I apply for a grant from Samuel Bailey Family Fdtn?
**Grant Characteristics:** • Typical award range: $1,000–$20,000 • Total annual giving: $185,000 (based on most recent IRS 990 filing from 2023) **Recent Grants:** The foundation has made significant grants to organizations including: • Salisbury School (Connecticut): $1,000,000 for General Operating Support • Our Companions Animal Rescue (Connecticut): $1,000,000 for General Operating Support • Nantucket Atheneum (Massachusetts): $250,000 for General Operating Support
Where does Samuel Bailey Family Fdtn make grants?
The foundation primarily funds organizations in: • Massachusetts • Florida • Connecticut
What size grants does Samuel Bailey Family Fdtn award?
In 2024, Samuel Bailey Family Fdtn awarded 15 grants totaling $5.4M — an average of about $363K per grant, based on its IRS Form 990 filings.
How much is Samuel Bailey Family Fdtn required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Samuel Bailey Family Fdtn reported a distributable amount of $199K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Samuel Bailey Family Fdtn's EIN?
Samuel Bailey Family Fdtn's EIN (Employer Identification Number) is 61-6669373. IRS Form 990 filing data is available on this page for 2022–2024.
Explore Open Grants
Browse active grant opportunities in Samuel Bailey Family Fdtn's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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