Samuel Bailey Family Fdtn

CINCINNATI, OH EIN: 61-6669373

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.

Research compiled by Grantable AI from public sources. Last updated April 2026.

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

3states

Cities

BedfordBostonFarmingtonHartfordIndn Riv ShrsManchesterNantucketSalisburySomervilleVero BeachWest Hartford

Financial History

Multi-year comparison from IRS filings

  • Total Assets: $1,798,909
  • Total Annual Giving: $185,000
  • EIN: 61-6669373
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M202220232024
Metric202420232022
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

$0$1M$3M$4M$5M0 grants202225 grants202315 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

NANTUCKET COTTAGE HOSPITAL$1.0MMISS PORTERS SCHOOL INC$1.0MSALISBURY SCHOOL$1.0MOUR COMPANIONS DOMESTIC …$1.0MNANTUCKET ATHENEUM$250KNANTUCKET CONSERVATION F…$250KNANTUCKET HISTORICAL ASS…$250KCOMMUNITY FOUNDATION FOR…$250KHARTFORD YOUTH SCHOLARS …$250KNANTUCKET PRESERVATION T…$100K

Grant Size Distribution

40 grants across all recorded years

30<$50K$50–100K1$100–250K5$250–500K$500K–1M4$1–5M$5M+

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).

RecipientPurposeAmount
MASS GENERAL BRIGHAM INC SOMERVILLE, MAGENERAL OPERATING SUPPORT$25,000
NANTUCKET COTTAGE HOSPITAL NANTUCKET, MAGENERAL OPERATING SUPPORT$1,000,000
NANTUCKET ATHENEUM NANTUCKET, MAGENERAL OPERATING SUPPORT$250,000
NANTUCKET MARIA MITCHELL ASSOCIATION NANTUCKET, MAGENERAL OPERATING SUPPORT$10,000
NANTUCKET CONSERVATION FOUNDATION NANTUCKET, MAGENERAL OPERATING SUPPORT$250,000
NANTUCKET PRESERVATION TRUST INC NANTUCKET, MAGENERAL OPERATING SUPPORT$100,000
NANTUCKET HISTORICAL ASSOCIATION NANTUCKET, MAGENERAL OPERATING SUPPORT$250,000
MISS PORTERS SCHOOL INC FARMINGTON, CTGENERAL OPERATING SUPPORT$1,000,000
SALISBURY SCHOOL SALISBURY, CTGENERAL OPERATING SUPPORT$1,000,000
TRINITY COLLEGE HARTFORD, CTGENERAL OPERATING SUPPORT$40,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

FIFTH THIRD BANK N ATRUSTEE$41K

From 2024 filing

NameTitleHoursCompensation
FIFTH THIRD BANK N ATRUSTEE1$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.

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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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