Nonprofit · EIN 81-0823589
SAMUELS FAMILY FOUNDATION
Tax-exempt · BELLAIRE, TX 77401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,944,554 | $3,450,285 | -$1,505,731 | $33,545,815 | $0 | $33,545,815 |
| December 31, 2023 | 990-PF | $3,756,410 | $3,292,639 | $463,771 | $32,836,670 | $0 | $32,836,670 |
| December 31, 2021 | 990-PF (amended) | $6,739,437 | $5,497,571 | $1,241,866 | $34,021,472 | $0 | $34,021,472 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $295,000
- Dividends
- $823,028
- Interest
- $4
- Net gain from sales of assets
- $825,240
- Other income
- $1,282
Expenses
- Grants and similar amounts paid
- $3,167,944
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $96,622
- Disbursements for charitable purposes
- $3,298,566
- Excise tax on investment income
- $20,959
Balance sheet and other
- Total assets, start of year
- $32,836,670
- Total assets, end of year
- $33,545,815
- Total liabilities, end of year
- $0
- Net assets, end of year
- $33,545,815
- Fair market value of assets
- $40,173,212
- Qualifying distributions
- $3,298,566
- Net investment income
- $1,649,554
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA SAMUELS 1111 HERMANN DRIVE APT 16D, HOUSTON, TX 77004 | DIRECTOR | 1 | $0 |
| HARRIS BENJAMIN SAMUELS 4533 MAGNOLIA STREET, BELLAIRE, TX 77401 | DIRECTOR | 2 | $0 |
| JOSHUA ALEX SAMUELS 6624 MERCER, HOUSTON, TX 77005 | DIRECTOR | 1 | $0 |
| JEREMY GREENFIELD SAMUELS 4532 PINE STREET, BELLAIRE, TX 77401 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA SAMUELS 1111 HERMANN DRIVE APT 16D, HOUSTON, TX 77004 | DIRECTOR | 1 | $0 |
| HARRIS BENJAMIN SAMUELS 4533 MAGNOLIA STREET, BELLAIRE, TX 77401 | DIRECTOR | 2 | $0 |
| JOSHUA ALEX SAMUELS 6624 MERCER, HOUSTON, TX 77005 | DIRECTOR | 1 | $0 |
| JEREMY GREENFIELD SAMUELS 4532 PINE STREET, BELLAIRE, TX 77401 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2021: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA SAMUELS 1111 HERMANN DRIVE APT 16D, HOUSTON, TX 77004 | DIRECTOR | 1 | $0 |
| HARRIS BENJAMIN SAMUELS 4533 MAGNOLIA STREET, BELLAIRE, TX 77401 | DIRECTOR | 2 | $0 |
| JOSHUA ALEX SAMUELS 6624 MERCER, HOUSTON, TX 77005 | DIRECTOR | 1 | $0 |
| JEREMY GREENFIELD SAMUELS 4532 PINE STREET, BELLAIRE, TX 77401 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4533 MAGNOLIA ST, BELLAIRE, TX 77401-4230
- Signed the 990-PF
- HARRIS B SAMUELS, PRESIDENT
- Phone
- (713) 894-8077
- Return prepared by
- RSM US 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 | Not 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
- 81-0823589
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $33,545,815
- Income (IRS master file)
- $5,315,461
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,944,554 | $3,450,285 | $33,545,815 | XML |
| 990-PF | December 2023 | $3,756,410 | $3,292,639 | $32,836,670 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $6,739,437 | $5,497,571 | $34,021,472 | XML |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 81-0823589).
Questions about SAMUELS FAMILY FOUNDATION
- What is the EIN of SAMUELS FAMILY FOUNDATION?
- The employer identification number (EIN) of SAMUELS FAMILY FOUNDATION is 81-0823589.
- Is SAMUELS FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to SAMUELS FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAMUELS FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAMUELS FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAMUELS FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of SAMUELS FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does SAMUELS FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,944,554, expenses of $3,450,285 and total assets of $33,545,815 at year end.
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