Samuels Family Foundation
Samuels Family Foundation is a private foundation based in Bellaire, Texas. Its 2024 filing reports one contribution to a charitable organization, described as the excess of the fair market value over the book value of donated investments.
Samuels Family Foundation at a glance
In short: Samuels Family Foundation gave $3.2M across 1 grant in 2024 (avg $3.2M), mostly in Ohio. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $3,167,944
- +5.5% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $3,167,944
- +5.5% vs 2023
- Median grant
- $3,167,944
- Total assets
- $33,545,815
- +2.2% vs 2023
- Primary geography
- Ohio (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
How to apply to Samuels Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 4533 Magnolia St, Bellaire, TX 77401
Phone: (713) 894-8077
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Samuels Family Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was American Endowment Foundation ($3.2M).
Grant Size Distribution
78 grants across all recorded years
The most common grant size was under $50K: 43 grants of 78 (55%).
Geographic Focus
Where this funder awards grants
The 2024 filing reports that 100% of grant dollars went to a recipient in Ohio.
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Samuels Family Foundation gives
- Giving fell 55% from 2021 to 2024. Method
- In 2024 it paid out 174% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $1.4M (2020) to $7.1M (2021). In 2024 it made 1 grant totaling $3.2M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Endowment Foundation Hudson, OH | For charitable purpose:440,251 shs of beach point access ltd were contributed on february 28, 2024. The book value was recorded as $467,971 per the brokerage statements and the fair market value at the time of gifting was $662,666 as calculated by market rates.699,568 shs of renaissance access I llc were contributed on march 21, 2024. The book value was recorded as $496,877 per the brokerage statements and the fair market value at the time of gifting was $810,100 as calculated by market rates.758,268 shs of ag mortgage value were contributed on march 21, 2024. The book value was recorded as $496,631 per the brokerage statements and the fair market value at the time of gifting was $827,346 as calculated by market rates.867,831.83 shs of the children's investment fund were contributed on june 6, 2024. The book value was recorded as $295,412 per the brokerage statements and the fair market value at the time of gifting was $867,832 as calculated by market rates. | $3,167,944 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $33,545,815 | $1,944,554 | $3,450,285 | $3,167,944 | 1 | $3,298,566 | $1,507,835 | $1,894,398 |
| 2023 | $32,836,670 | $3,756,410 | $3,292,639 | $3,003,701 | 1 | $3,003,701 | $1,117,477 | $1,875,780 |
| 2022 | $30,083,687 | $1,720,721 | $6,332,726 | $6,040,915 | 2 | $6,040,915 | $698,910 | $1,912,468 |
| 2021 | $34,021,472 | $1,537,810 | $7,364,215 | $7,068,271 | 72 | $7,068,271 | $1,241,866 | $2,086,496 |
| 2020 | $32,887,730 | $574,723 | $1,682,091 | $1,405,188 | 2 | — | $297,820 | $1,922,213 |
Under IRS private-foundation payout rules, Samuels Family Foundation reported a distributable amount of $1.9M for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No mission or broader focus areas are stated. The 2024 recipient, American Endowment Foundation, describes its mission as “to expand the capacity of American philanthropy throughout the financial services industry.”
Grantmaking
In 2024, the foundation reported one grant totaling $3,167,944; that amount was also the smallest, largest, and median grant reported for the year. The recipient was American Endowment Foundation in Hudson, Ohio. The filing describes the contribution as involving donated investment holdings and identifies the excess of fair market value over book value as the program description.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Barbara Samuels, Harris Benjamin Samuels, Joshua Alex Samuels, and Jeremy Greenfield Samuels as directors.
Samuels Family Foundation's 2024 filing lists 4 officers; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Barbara Samuels
Director
On filings since 2020
1 hr/week
No compensation reported
Harris Benjamin Samuels
Director
On filings since 2020
2 hrs/week
No compensation reported
Jeremy Greenfield Samuels
Director
On filings since 2020
1 hr/week
No compensation reported
Joshua Alex Samuels
Director
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Samuels Family Foundation
How much does Samuels Family Foundation give each year?
Samuels Family Foundation gave $3.2M across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $3.0M across 1 grant.
How large is Samuels Family Foundation?
Samuels Family Foundation reported $33.5M in total assets on its 2024 IRS Form 990-PF. It paid out $3.3M in qualifying distributions that year, against a required minimum of $1.9M (roughly 5% of its investment assets).
What does Samuels Family Foundation fund?
No mission or broader focus areas are stated. The 2024 recipient, American Endowment Foundation, describes its mission as “to expand the capacity of American philanthropy throughout the financial services industry.” See mission & focus areas ↑
How do I apply for a grant from Samuels Family Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does Samuels Family Foundation make grants?
The 2024 filing reports that 100% of grant dollars went to a recipient in Ohio.
What is Samuels Family Foundation's EIN?
Samuels Family Foundation's EIN (Employer Identification Number) is 81-0823589. IRS Form 990 filing data is available on this page for 2020–2024.
Does Samuels Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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