Samuel Bailey Family Fdtn
Samuel Bailey Family Fdtn is a private foundation based in Cincinnati, Ohio. Its 2025 grants went to charitable organizations in Massachusetts, Connecticut, and Florida, including organizations working in health care, conservation, history, animal welfare, education, and the arts.
Samuel Bailey Family Fdtn at a glance
In short: Samuel Bailey Family Fdtn gave $265K across 14 grants in 2025 (avg $19K), mostly in Massachusetts. 14% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $265,000
- -95.1% vs 2024
- Grants made (2025)
- 14
- -6.7% vs 2024
- Average grant
- $18,929
- -94.8% vs 2024
- Median grant
- $10,000
- Total assets
- $1,746,702
- +323.3% vs 2024
- New grantees (estimate)
- 14% first-time grantees (2 of 14, 2025; small sample)
- Primary geography
- Massachusetts (75% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Samuel Bailey Family Fdtn
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests.
- Contact
Mailing address: PO Box 630858, Cincinnati, OH 45263-0858
Phone: (513) 534-5310
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Samuel Bailey Family Fdtn funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Mass General Brigham Inc ($100K). Together the top 10 received $245K.
Grant Size Distribution
54 grants across all recorded years
The most common grant size was under $50K: 43 grants of 54 (80%).
Geographic Focus
Where this funder awards grants
In 2025, 75% of grant dollars went to recipients in Massachusetts, 19% to Connecticut, and 6% to Florida.
Grant Distribution by State
Share of 2025 grant dollars across all 14 itemized grants.
Cities
Is Samuel Bailey Family Fdtn open to new grantees?
14%
first-time grantees, 2025
In 2025, 2 of 14 grantees (14%) were first-time recipients. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $15K; repeat grants $20K. How we count
Medians: $15K first-time, $10K repeat.
- 57% of 2025 grantees were also funded in 2024. Method
- In 2025 it paid out 171% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2023–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2023 to 2025, annual grant giving ranged from $185K (2023) to $5.4M (2024). In 2025 it made 14 grants totaling $265K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mass General Brigham Inc Somerville, MA | General Operating Support | $100,000 |
| Nantucket Conservation Foundation Nantucket, MA | General Operating Support | $30,000 |
| Nantucket Historical Association Nantucket, MA | General Operating Support | $30,000 |
| Nantucket Safe Harbor for Animals Inc Nantucket, MA | General Operating Support | $25,000 |
| Hartford Youth Scholars Foundation Hartford, CT | General Operating Support | $20,000 |
| Miss Porters School Inc Farmington, CT | General Operating Support | $10,000 |
| Salisbury School Salisbury, CT | General Operating Support | $10,000 |
| Our Companions Domestic Animal Sanctuary Manchester, CT | General Operating Support | $10,000 |
| Sankaty Head Foundation Inc Siasconset, MA | General Operating Support | $5,000 |
| Albert F Egan Jr & Dorothy H Egan Nantucket, MA | General Operating Support | $5,000 |
Ready to take the next step with Samuel Bailey Family Fdtn?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,746,702 | $1,713,593 | $379,490 | $265,000 | 14 | $271,416 | $1,686,505 | $158,294 |
| 2024 | $412,598 | $7,200,414 | $5,489,277 | $5,445,000 | 15 | $5,452,033 | $3,896,609 | $199,025 |
| 2023 | $1,798,909 | $249,341 | $224,567 | $185,000 | 25 | $191,165 | $215,822 | $188,159 |
| 2022 | $1,775,249 | $1,775,247 | — | — | — | — | — | $6,963 |
Under IRS private-foundation payout rules, Samuel Bailey Family Fdtn reported a distributable amount of $158K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for a range of charitable organizations. For example, the Nantucket Historical Association describes its mission as preserving and interpreting Nantucket’s history; Nantucket Conservation Foundation says it protects and stewards land and coastal shoreline and conserves the island’s natural resources; and Nantucket Safe Harbor for Animals says it provides shelter and care for animals and promotes animal welfare. Other 2025 recipients include schools, a museum, and health-related organizations.
Grantmaking
In 2025, the foundation reported 14 grants totaling $265,000. The grants ranged from $5,000 to $100,000, with a median of $10,000. Its largest reported grant was $100,000 to Mass General Brigham Inc. for general operating support. Other notable grants included $30,000 each to Nantucket Conservation Foundation and Nantucket Historical Association, and $25,000 to Nantucket Safe Harbor for Animals, all for general operating support. Hartford Youth Scholars Foundation received $20,000 for general operating support.
The foundation reported 15 grants totaling $5,445,000 in 2024 and 25 grants totaling $185,000 in 2023.
Leadership & Key People
Leadership team and compensation from IRS filings
Fifth Third Bank N.A. is listed as trustee on the 2025 filing.
Samuel Bailey Family Fdtn's only listed officer is Fifth Third Bank N A, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Fifth Third Bank N A
Trustee
On filings since 2022
1 hr/week
$32K (2023) → $31K (2025)
Data from IRS Form 990 filings, 2022–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $31K, to Fifth Third Bank N a (Trustee).
Frequently asked questions about Samuel Bailey Family Fdtn
How much does Samuel Bailey Family Fdtn give each year?
Samuel Bailey Family Fdtn gave $265K across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5.4M across 15 grants.
What is Samuel Bailey Family Fdtn's typical grant size?
Samuel Bailey Family Fdtn's median grant in 2025 was $10,000, and its average grant was $18,929, across 14 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Samuel Bailey Family Fdtn that year got $15K on average.
Where does Samuel Bailey Family Fdtn give grants?
Samuel Bailey Family Fdtn gives mostly in Massachusetts: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Connecticut (19%) and Florida (6%). The most frequent recipient cities were Nantucket, MA (4 grants) and Vero Beach, FL (2 grants).
Does Samuel Bailey Family Fdtn give general operating support?
Yes: 93% of Samuel Bailey Family Fdtn's 2025 grants with a stated purpose (13 of 14) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Samuel Bailey Family Fdtn's largest grantees?
Samuel Bailey Family Fdtn's largest 2025 grantees include Mass General Brigham Inc ($100,000), Nantucket Conservation Foundation ($30,000) and Nantucket Historical Association ($30,000), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Samuel Bailey Family Fdtn?
Samuel Bailey Family Fdtn reported $1.7M in total assets on its 2025 IRS Form 990-PF. It paid out $271K in qualifying distributions that year, against a required minimum of $158K (roughly 5% of its investment assets).
What does Samuel Bailey Family Fdtn fund?
No mission statement for the foundation is provided. Its 2025 grants show support for a range of charitable organizations. See mission & focus areas ↑
How do I apply for a grant from Samuel Bailey Family Fdtn?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2022–2025.
Does Samuel Bailey Family Fdtn accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 19, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 21, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2022–2024
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Cite this profile
Grantable. (2026). Samuel Bailey Family Fdtn funder profile. GrantGraph. Retrieved October 10, 2026, from https://grantable.co/funders/samuel-bailey-family-fdtn-morg_75763ebe63de425fa4afb497e82cd568
BibTeX
@misc{grantable_616669373_2026,
author = {{Grantable}},
title = {{Samuel Bailey Family Fdtn funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/samuel-bailey-family-fdtn-morg_75763ebe63de425fa4afb497e82cd568},
note = {Accessed 2026-10-10. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Samuel Bailey Family Fdtn'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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