The Fan Fox and Leslie R Samuels

Foundation · Grantmaker New York, NY EIN: 13-3124818

The Fan Fox and Leslie R Samuels is a private foundation, based in New York, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $230.3M in total assets. In 2025, it awarded 251 grants totaling $7.9M. Net investment income was $13.2M.

Key facts about The Fan Fox and Leslie R Samuels

In short: The Fan Fox and Leslie R Samuels gave $7.9M across 251 grants in 2025 (avg $32K), mostly in New York. Source: 2025 IRS Form 990-PF.

EIN
13-3124818
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$7,935,677
Grants made (2025)
251
Average grant
$31,616
Median grant
$15,000
Total assets
$230,300,876
Primary geography
New York (99% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$230.3M

+54.5% YoY

Annual Giving

$7.9M

+2.7% YoY

Grant Count

251

+25000.0% YoY

Avg Grant Size

$32K

-99.6% YoY

Under IRS private-foundation payout rules, The Fan Fox and Leslie R Samuels reported a distributable amount of $10.7M for 2025 — the minimum it must pay out in qualifying distributions.

How The Fan Fox and Leslie R Samuels gives

  • Giving held roughly steady from 2022 to 2025 (+15%). Method
  • In 2025 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Open Grants

2 open opportunities from The Fan Fox and Leslie R Samuels

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

15states

Share of all 251 itemized 2025 grant dollars.

Cities

New YorkBrooklynBronxNew Hyde ParkJamaicaCambridgeEast ElmhurstFlushingQueens VillageRensselaerWashingtonAlbanyAverneBaysideBostonBurlingtonCleveland HeightsDallasDetroitGreenwich

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$6M$8M1 grants20201 grants20211 grants20221 grants20231 grants2024251 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Metropolitan Opera Association Inc: $400KMetropolitan Opera AssociationInc$400KNorthwell Health Foundation: $260K across 4 grantsNorthwell Health Foundation$260K · 4 grantsBrooklyn Academy of Music Inc: $200KBrooklyn Academy of Music Inc$200KCarnegie Hall Corporation: $200KCarnegie Hall Corporation$200KPhilharmonic-Symphony Society of New York Inc: $200KPhilharmonic-Symphony Societyof New York Inc$200KNew York City Health and Hospitals Corporation: $171K across 2 grantsNew York City Health andHospitals Corporation$171K · 2 grantsIcahn School of Medicine at Mount Sinai: $160K across 2 grantsIcahn School of Medicine atMount Sinai$160K · 2 grantsChamber Music Society of Lincoln Center Inc: $150KChamber Music Society ofLincoln Center Inc$150KJazz at Lincoln Center Inc: $150KJazz at Lincoln Center Inc$150KNew York City Ballet Inc: $150KNew York City Ballet Inc$150K

Grant Size Distribution

255 grants across all recorded years

193<$50K44$50–100K13$100–250K1$250–500K$500K–1M$1–5M4$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
METROPOLITAN OPERA ASSOCIATION INC New York, NYSUPPORT FOR THE 2023 PRODUCTION OF X: THE LIFE AND TIMES OF MALCOLM X$400,000
BROOKLYN ACADEMY OF MUSIC INC Brooklyn, NYGENERAL OPERATING SUPPORT FOR THE 2024-2025 SEASON$200,000
CARNEGIE HALL CORPORATION New York, NYSUPPORT FOR THE 2024-2025 SEASON$200,000
PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK INC New York, NYGENERAL OPERATING SUPPORT FOR THE 2024-2025 NEW YORK CITY SEASON$200,000
CHAMBER MUSIC SOCIETY OF LINCOLN CENTER INC New York, NYSUPPORT FOR THE 2024-2025 CONCERT SEASON$150,000
JAZZ AT LINCOLN CENTER INC New York, NYGENERAL OPERATING SUPPORT FOR THE 2024-2025 SEASON$150,000
NEW YORK CITY BALLET INC New York, NYGENERAL OPERATING SUPPORT FOR THE 2024-2025 SEASON$150,000
JEWISH COMMUNITY COUNCIL OF GREATER CONEY ISLAND INC Brooklyn, NYJCCGCIS MEDICAID ADVOCACY PROGRAM (MAP)$135,000
JAMAICA HOSPITAL MEDICAL CENTER Jamaica, NYSUPPORTIVE ONCOLOGY AT MEDISYS QUEENS CANCER CENTER$120,000
HEALTHCARE EDUCATIONAL & RESEARCH FUND INC Rensselaer, NYAGE-FRIENDLY HEALTH SYSTEMS IN NEW YORK: YEARS FOUR AND FIVE$110,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5M$10M$15M$20M202020212022202320242025
Metric202520242023
Total Assets$230,300,876$149,091,596$149,932,927
Revenue$14,173,700$11,210,373$9,046,671
Expenses$11,758,120$11,167,512$10,822,020
Qualifying Distributions$9,793,204$9,804,190$9,459,774
Net Investment Income$13,209,625$8,754,431$8,680,268
Distributable Amount$10,708,810$10,053,965$9,493,521

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS June 10, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Fan Fox and Leslie R Samuels is led by Robert Marx, President & Director since 2021 (on filings since 2020); all 7 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Robert Marx

    President & Director

    President → President & Director, 2021

    On filings since 2020

    48 hrs/week

    $300K (2020) → $324K (2025)

  • Joseph C. Mitchell See Stmt

    Chairman

    New on the 2025 filing

    48 hrs/week

    $210K (2025)

  • Joseph W. Polisi

    Director

    On filings since 2020

    1 hr/week

    $16K (2020) → $20K (2025)

  • Martin Kelly

    Director

    On filings since 2020

    1 hr/week

    $8K (2020) → $20K (2025)

  • Michael L. Ziegler Esq.

    Director & Secretary

    Secretary → Director & Secretary, 2021

    On filings since 2020

    1.5 hrs/week

    $16K (2020) → $20K (2025)

  • Mikki Shepard

    Director

    On filings since 2020

    1.3 hrs/week

    $16K (2020) → $20K (2025)

  • Julio Urbina

    Vice President & COO

    Vice President → Vice President & COO, 2025

    On filings since 2020

    40 hrs/week

    $187K (2020) → $245K (2025)

Former officers (2)
  • Former: Joseph C Mitchell (2020–2024) — Chairman & Managing Director
  • Former: Jacqueline M Taylor (2020–2023) — Director

Data from IRS Form 990 filings, 2020–2025. "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

Robert Marx — President, Director: $324KRobert MarxPresident, Director$324KJulio Urbina — Vice President, COO: $245KJulio UrbinaVice President, COO$245KJoseph C Mitchell See STMT 13 — Chairman: $210KJoseph C Mitchell See…Chairman$210KMichael L Ziegler Esq — Director, Secretary: $20KMichael L Ziegler EsqDirector, Secretary$20KJoseph W Polisi — Director: $20KJoseph W PolisiDirector$20KMikki Shepard — Director: $20KMikki ShepardDirector$20KMartin Kelly — Director: $20KMartin KellyDirector$20K

Frequently asked questions about The Fan Fox and Leslie R Samuels

How much does The Fan Fox and Leslie R Samuels give each year?

The Fan Fox and Leslie R Samuels gave $7.9M across 251 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $7.7M across 1 grant.

What is The Fan Fox and Leslie R Samuels's typical grant size?

The Fan Fox and Leslie R Samuels's median grant in 2025 was $15,000, and its average grant was $31,616, across 251 grants on its 2025 IRS Form 990-PF.

Where does The Fan Fox and Leslie R Samuels give grants?

The Fan Fox and Leslie R Samuels gives mostly in New York: 99% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were New York, NY (159 grants), Brooklyn, NY (36 grants), Bronx, NY (7 grants) and New Hyde Park, NY (4 grants).

Does The Fan Fox and Leslie R Samuels give general operating support?

Yes: 52% of The Fan Fox and Leslie R Samuels's 2025 grants with a stated purpose (130 of 251) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Support for the 2024-2025 Performing Arts Season" (4 grants) and "Support for the 2024-2025 Season" (4 grants).

Who are The Fan Fox and Leslie R Samuels's largest grantees?

The Fan Fox and Leslie R Samuels's largest 2025 grantees include Metropolitan Opera Association Inc ($400,000), Northwell Health Foundation ($260,000 across 4 grants) and Brooklyn Academy of Music Inc ($200,000), according to its 2025 IRS Form 990-PF. Together they received 11% of its itemized 2025 grant dollars.

How large is The Fan Fox and Leslie R Samuels?

The Fan Fox and Leslie R Samuels reported $230.3M in total assets on its 2025 IRS Form 990-PF. It paid out $9.8M in qualifying distributions that year, against a required minimum of $10.7M (roughly 5% of its investment assets).

What is The Fan Fox and Leslie R Samuels's EIN?

The Fan Fox and Leslie R Samuels's EIN (Employer Identification Number) is 13-3124818. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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