Samuels Family Foundation
The Samuels Family Foundation is a Houston-based private foundation established in 2015 by Vic and Bobbi Samuels, their children, and their sons' spouses. The foundation operates as a family foundation focused on philanthropic grantmaking in select priority areas.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$33.5M
+2.2% YoY
Annual Giving
$3.2M
+5.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$3.2M
+5.5% YoY
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.
Mission & Focus Areas
The foundation supports organizations making meaningful and measurable impact in the following areas:
- Education: Support of organizations promoting equal access to quality education to underserved communities, particularly those focused on Early Childhood Education
- Jewish Life: Support of organizations promoting core Jewish values and focused on expanding outreach, education, and helping those who are most vulnerable
- Social Justice: Support of organizations promoting and protecting civil liberties and personal freedoms
- Children in Need: Support for organizations serving children in need
Grantmaking
Invitation Only
**: Grant applications are provided by invitation only. The foundation does not accept unsolicited applications.
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in Ohio, with a base of operations in Houston, Texas.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets: $33.5 million (as of 2024)
Annual Giving: $3.2 million (2024)
Recent Financial Activity (2023):
- Total revenues: $3.76 million
- Total expenses: $3.29 million
- Total assets: $32.8 million
- Total liabilities: $0
Revenue Sources (2023):
- Grants and contributions: $2.35 million
- Investment income and dividends: $705,931
- Net gain from sale of non-inventory assets: $699,125
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $33,545,815 | $32,836,670 | $30,083,687 |
| Revenue | $1,944,554 | $3,756,410 | $1,720,721 |
| Expenses | $3,450,285 | $3,292,639 | $6,332,726 |
| Qualifying Distributions | $3,298,566 | $3,003,701 | $6,040,915 |
| Net Investment Income | $1,507,835 | $1,117,477 | $698,910 |
| Distributable Amount | $1,894,398 | $1,875,780 | $1,912,468 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
56 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include American Endowment Foundation ($3,167,944).
| 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 |
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is directed by:
- Barbara Samuels (Director)
- Harris Benjamin Samuels (Director)
- Joshua Alex Samuels (Director)
- Jeremy Greenfield Samuels (Director)
The foundation was founded by Vic and Bobbi Samuels. Vic is a serial entrepreneur with successful businesses in the packaging, building products, and furniture industries. Bobbi is a former high school English teacher and professor of children's literature.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BARBARA SAMUELS | DIRECTOR | 1 | — |
| HARRIS BENJAMIN SAMUELS | DIRECTOR | 2 | — |
| JOSHUA ALEX SAMUELS | DIRECTOR | 1 | — |
| JEREMY GREENFIELD SAMUELS | DIRECTOR | 1 | — |
Contact Information
Address: 4533 Magnolia Street, Bellaire, TX 77401-4230
Telephone: 713-894-8077
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Samuels Family Foundation fund?
The foundation supports organizations making meaningful and measurable impact in the following areas: • **Education**: Support of organizations promoting equal access to quality education to underserved communities, particularly those focused on Early Childhood Education • **Jewish Life**: Support of organizations promoting core Jewish values and focused on expanding outreach, education, and helping those who are most vulnerable • **Social Justice**: Support of organizations promoting and prote…
How do I apply for a grant from Samuels Family Foundation?
**Application Process**: Grant applications are provided by invitation only. The foundation does not accept unsolicited applications. **Eligibility Requirements**: • Organizations must have current 501(c)(3) status from the United States Internal Revenue Service • Organizations are not eligible to receive more than one grant per calendar year • Applicants should not have delinquent grant reports for previous grants from the foundation • Projects and programs must be aligned with the foundation'…
Where does Samuels Family Foundation make grants?
The foundation primarily funds organizations in Ohio, with a base of operations in Houston, Texas.
What size grants does Samuels Family Foundation award?
In 2024, Samuels Family Foundation awarded 1 grants totaling $3.2M — an average of about $3.2M per grant, based on its IRS Form 990 filings.
How much is Samuels Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Samuels Family Foundation reported a distributable amount of $1.9M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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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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