Private Foundation

SAMUELS FAMILY FOUNDATION

SAMUELS FAMILY FOUNDATION is a private foundation categorized as Private Foundation based in BELLAIRE, TX. Its most recent IRS filing (2024) reports revenue of $1.9M, expenses of $3.5M, total assets of $33.5M. Imperigo tracks 29 reported grants from this foundation totaling approximately $29.8M.

EIN: 810823589 BELLAIRE, TX Latest filing: 2024
Total Revenue$1.9M
Total Expenses$3.5M
Total Assets$33.5M
Grants Given29
Grant Total$29.8M
Filing Years2020–2024

Sample Grants Given

AMERICAN ENDOWMENT FOUNDATION
HUDSON, OH · 2024
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
AMERICAN ENDOWMENT FOUNDATION
HUDSON, OH · 2023
FOR CHARITABLE PURPOSE STOCKS WERE CONTRIBUTED ON MARCH 22, 2023. THE BOOK VALUE WAS RECORDED AS $2,639,739 PER THE BROKERAGE STATEMENTS AND THE FAIR MARKET VALUE AT THE TIME OF GIFTING WAS $3,003,701 AS CALCULATED BY MARKET RATES.
$3,003,701
AMERICAN ENDOWMENT FOUNDATION
HUDSON, OH · 2022
FOR CHARITABLE PURPOSE STOCKS WERE CONTRIBUTED ON DECEMBER 21, 2022. THE BOOK VALUE WAS RECORDED AS $5,117,507 PER THE BROKERAGE STATEMENTS AND THE FAIR MARKET VALUE AT THE TIME OF GIFTING WAS $5,999,314 AS CALCULATED BY MARKET RATES.
$5,999,314
AMERICAN ENDOWMENT FOUNDATION
HUDSON, OH · 2022
FOR CHARITABLE PURPOSES
$41,601
AMERICAN ENDOWMENT FUND
HUDSON, OH · 2021
GENERAL
$1,425,814

Showing up to 5 of 29 total records — full history available with membership.

Officers & Directors

DIRECTOR Barbara Samuels
DIRECTOR Harris Benjamin Samuels
DIRECTOR Jeremy Greenfield Samuels
DIRECTOR Joshua Alex Samuels

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL
$10,403,254 20 grants
GENERAL USE
$7,207,111 5 grants
FOR CHARITABLE PURPOSE STOCKS WERE CONTRIBUTED ON DECEMBER 21, 2022. THE BOOK VALUE WAS RECORDED AS $5,117,507 PER THE BROKERAGE STATEMENTS AND THE FAIR MARKET VALUE AT THE TIME OF GIFTING WAS $5,999,314 AS CALCULATED BY MARKET RATES.
$5,999,314 1 grant
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 1 grant
FOR CHARITABLE PURPOSE STOCKS WERE CONTRIBUTED ON MARCH 22, 2023. THE BOOK VALUE WAS RECORDED AS $2,639,739 PER THE BROKERAGE STATEMENTS AND THE FAIR MARKET VALUE AT THE TIME OF GIFTING WAS $3,003,701 AS CALCULATED BY MARKET RATES.
$3,003,701 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $1.9M $3.5M $33.5M
2023 $3.8M $3.3M $32.8M
2022 $1.7M $6.3M $30.1M
2021 $6.7M $5.5M $34.0M
2020 $575K $1.7M $32.9M

Between 2020 and 2024, reported annual revenue grew from $575K to $1.9M (+238%), with total assets most recently reported at $33.5M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in OH.

OH

Full geographic grant map with state-by-state breakdown available with membership.

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