Nonprofit · EIN 61-6669373
THE SAMUEL BAILEY FAMILY FOUNDATION
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,713,593 | $379,490 | $1,334,103 | $1,746,702 | $0 | $1,746,702 |
| December 31, 2024 | 990-PF | $7,200,414 | $5,489,277 | $1,711,137 | $412,598 | $0 | $412,598 |
| December 31, 2023 | 990-PF | $249,341 | $224,567 | $24,774 | $1,798,909 | $0 | $1,798,909 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $67,155
- Net gain from sales of assets
- $1,646,438
Expenses
- Grants and similar amounts paid
- $265,000
- Compensation of officers, directors and key employees
- $31,442
- Disbursements for charitable purposes
- $271,416
- Excise tax on investment income
- $23,442
Balance sheet and other
- Total assets, start of year
- $412,598
- Total assets, end of year
- $1,746,702
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,746,702
- Fair market value of assets
- $3,761,534
- Qualifying distributions
- $271,416
- Net investment income
- $1,713,593
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45202 | TRUSTEE | 1 | $31,442 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45202 | TRUSTEE | 1 | $40,653 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45202 | TRUSTEE | 1 | $32,438 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % FIFTH THIRD BANK TTEE
- Signed the 990-PF
- MATTHEW CAROTHERS, Trustee
- Phone
- (513) 534-5310
- Return prepared by
- PWC US TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 61-6669373
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,746,702
- Income (IRS master file)
- $1,797,424
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,713,593 | $379,490 | $1,746,702 | IRS |
| 990-PF | December 2024 | $7,200,414 | $5,489,277 | $412,598 | IRS |
| 990-PF | December 2023 | $249,341 | $224,567 | $1,798,909 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 61-6669373).
Questions about THE SAMUEL BAILEY FAMILY FOUNDATION
- What is the EIN of THE SAMUEL BAILEY FAMILY FOUNDATION?
- The employer identification number (EIN) of THE SAMUEL BAILEY FAMILY FOUNDATION is 61-6669373.
- Is THE SAMUEL BAILEY FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to THE SAMUEL BAILEY FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE SAMUEL BAILEY FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE SAMUEL BAILEY FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE SAMUEL BAILEY FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE SAMUEL BAILEY FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $31,442 (FIFTH THIRD BANK N A, TRUSTEE).
- How much revenue does THE SAMUEL BAILEY FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,713,593, expenses of $379,490 and total assets of $1,746,702 at year end.
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