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· Private foundation

Samuel Bailey Family Fdtn

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$265k
Granted FY2025still arriving
14
Grants FY2025still arriving
3
States reached
$100k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2023 to 2025.

Education$2.4MHealth$1.2MAnimals$1.1MArts & Culture$686kEnvironment$295kPhilanthropy$270kHuman Services$31kScience & Tech$15kOther$0
02FY2025 · 14 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k6 grants · $30k
  • $10k–50k7 grants · $135k
  • $50k–250k1 grant · $100k
$10,000
Median grant
3
States reached
$1.7M
Total assets
Largest grants
RecipientAmount
MASS GENERAL BRIGHAM INC$100,000
NANTUCKET HISTORICAL ASSOCIATION$30,000
NANTUCKET CONSERVATION FOUNDATION$30,000
NANTUCKET SAFE HARBOR FOR ANIMALS INC$25,000
HARTFORD YOUTH SCHOLARS FOUNDATION$20,000
SALISBURY SCHOOL$10,000
MISS PORTERS SCHOOL INC$10,000
OUR COMPANIONS DOMESTIC ANIMAL SANCTUARY$10,000
BOSTON MEDFLIGHT$5,000
JOHNS ISLAND COMMUNITY SERVICE LEAGUE$5,000
JOHNS ISLAND FOUNDATION INC$5,000
VERO BEACH MUSEUM OF ART INC$5,000
SANKATY HEAD FOUNDATION INC$5,000
ALBERT F EGAN JR & DOROTHY H EGAN$5,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY23–24, $21k) land where the poverty rate runs at 11%, against an area that typically sits at 6%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 6%THE VILLAGE FOR FAMILIES & CHILDREN: $10k → 11%THE VILLAGE FOR FAMILIES & CHILDREN: $10k → 11%CHILDCARE RESOURCES OF INDIAN RIVER: $1k → 12%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

98%of every dollar goes to organizations it has funded before.
$5.5M · 17 repeat orgs$103k to everyone else

Grantees it renews have grown median revenue +38% since the first grant, against +32% for those funded once.

17 repeat relationships: 12 still active in FY2025, 5 since wound down; 2 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

17
9

Total granted

$5.5M
$73k

Median revenue growth · since first grant

+38%
+32%

Still filing today

88%
78%

New vs renewed · share of each year

In FY2025, 89% of grant dollars renewed an existing relationship; $30k went to new ones.

50%100%’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’23’24’25
EducationArts & CultureHealthAnimalsEnvironmentHuman ServicesOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • OC
    OUR COMPANIONS DOMESTIC ANIMAL SANCTUARY INC
    3× · 2023–2025 · $1.0M · revenue +72% · 34% of their budget
  • SS
    SALISBURY SCHOOL INC
    3× · 2023–2025 · $1.0M · revenue +40%
  • MP
    MISS PORTER'S SCHOOL INC
    3× · 2023–2025 · $1.0M · revenue +19%

Funded once

  • TRINITY COLLEGE
    one grant, 2024 · $40k · revenue +3%
  • INDIAN RIVER HOSPITAL FOUNDATION INC
    one grant, 2023 · $10k
  • MG
    MASSACHUSETTS GENERAL HOSPITAL
    one grant, 2023 · $10k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Alliance to Protect Nantucket Sound Inc

The alliance to protect nantucket sound is a 501(c)(3) non-profit environmental organization dedicated to the permanent preservation of nantucket sound, the historic body of water that lies between cape cod, martha's vineyard, and…

Environment
2
Aquidneck Island Land Trust

To preserve and steward aquidneck island's open spaces for the lasting benefit of the community while connecting people with the land that defines the island's natural character.

Environment
3
Islesboro Islands Trust

The mission of Islesboro Islands Trust is to enhance the quality of residents' lives through the preservation of open space, educate all residents as to the value of the island's natural ecosystems, and act as an environmental advocate on…

Philanthropy
4
Aquidneck Island Planning Commission

Aipc works to preserve and improve the environment, economy and quality of life on aquidneck island to ensure that the island remains a great place to live, work, play and thrive.

Community Improvement
5
Artists Association of Nantucket Inc

To foster the visual arts on nantucket, to promote, support and encourage the work of nantucket artists, providing educational programs in the arts, preserving the legacy of nantucket artists, and to create a vibrant arts community.

Arts & Culture
6
The Nantucket Education Trust Inc

To generate private support for public education on nantucket, to foster private and public partnerships that benefit the children of nantucket public schools, and to honor excellence in teaching and learning.

—
7
Kennebunk Land Trust

Kennebunk Land Trust's mission is to permanently conserve and steward land to benefit natural and human communities.

Environment
8
Preserve Rhode Island

Preserve ri's vision is a future where historic preservation creates positive change, making our diverse cultures, the environment, and the economy better for the people who live, visit and work in rhode island. preserve ri's mission is to…

Arts & Culture
9
'Sconset Trust Inc

To preserve the character of the village of 'sconset by conserving open land, preserving historically and/or architecturally significant structures and fostering a healthy commercial center in keeping with 'sconset's character.

Environment
10
Connecticut Farmland Trust Inc

Protect Connecticuts farmland for agricultural use by purchasing and accepting donations of agricultural conservation easements

Food & Nutrition
11
Cape Ann Museum Inc

To foster an appreciation of the quality and diversity of life on cape ann, past and present; to further the knowledge and enjoyment of cape ann history and art; to collect and preserve significant information and artifacts; and to…

Arts & Culture
12
Nahant Historical Society

To acquire, preserve and interpret artifacts of nahant, massachusetts, illustrating its history, prehistory and that of people associated with it, for the enjoyment, education and enrichment of the public.

—
How this is measured
The grantee most central to the portfolio’s shape is Nantucket Conservation Foundation Inc; the most unlike its peers is The Albert F Egan Jr & Dorothy H Egan F. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

26 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 26 of the 29 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
6
Early backer (in before they grew)
25/26
Grantees still filing
21/26
Grew since first funded

Where the money sits, by cause and then by grantee

SALISBURY SCHOOL INC: $1,025,000 · EducationSALISBURY SCHOOL INCMISS PORTER'S SCHOOL INC: $1,015,000 · EducationMISS PORTER'S SCHOOL INCHARTFORD YOUTH SCHOLARS INC: $280,000 · EducationHARTFORD YOUTH SCHOLARS INC+1 more: $40,000 · EducationNANTUCKET COTTAGE HOSPITAL: $1,010,000 · OtherNANTUCKET COTTAGE HOSPITALNANTUCKET ATHENEUM INC: $260,000 · OtherNANTUCKET ATHENEUM INCMASS GENERAL BRIGHAM INC: $125,000 · OtherMASS GENERAL BRIGHAM INC+9 more: $67,000 · OtherOUR COMPANIONS DOMESTIC ANIMAL SANCTUARY INC: $1,030,000 · AnimalsOUR COMPANIONS DOMES…+1 more: $25,000 · AnimalsNANTUCKET HISTORICAL ASSOCIATION: $290,000 · Arts & CultureNANTUCKET PRESERVATION TRUST INC: $110,000 · Arts & CultureVERO BEACH MUSEUM OF ART INC: $25,000 · Arts & Culture+1 more: $1,000 · Arts & CultureNANTUCKET CONSERVATION FOUNDATION INC: $290,000 · Environment+1 more: $5,000 · EnvironmentCommunity Foundation for Nantucket Inc: $260,000 · PhilanthropyTHE JOHN'S ISLAND FOUNDATION INC: $10,000 · PhilanthropyTHE ALBERT F EGAN JR & DOROTHY H EGAN F: $10,000 · HealthINDIAN RIVER HOSPITAL FOUNDATION INC: $10,000 · HealthNEW ENGLAND LIFE FLIGHT INC: $7,000 · Health
Education$2,360,000Other$1,462,000Animals$1,055,000Arts & Culture$426,000Environment$295,000Philanthropy$270,000Health$27,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetOUR COMPANIONS DOMESTIC ANIMAL SANCTUARY INC: $1,030,000 over 3y, 34% of budgetSALISBURY SCHOOL INC: $1,025,000 over 3y, 2.5% of budgetMISS PORTER'S SCHOOL INC: $1,015,000 over 3y, 2.3% of budgetNANTUCKET CONSERVATION FOUNDATION INC: $290,000 over 3y, 1.4% of budgetNANTUCKET HISTORICAL ASSOCIATION: $290,000 over 3y, 1.7% of budgetHARTFORD YOUTH SCHOLARS INC: $280,000 over 3y, 13% of budgetNANTUCKET ATHENEUM INC: $260,000 over 2y, 5.8% of budgetCommunity Foundation for Nantucket Inc: $260,000 over 2y, 3.5% of budgetNANTUCKET PRESERVATION TRUST INC: $110,000 over 2y, 9.1% of budgetTRINITY COLLEGE: $40,000 over 1y, 0.0% of budgetVERO BEACH MUSEUM OF ART INC: $25,000 over 3y, 0.1% of budgetTHE VILLAGE FOR FAMILIES AND CHILDREN: $20,000 over 2y, 0.0% of budgetNANTUCKET MARIA MITCHELL ASSOCIATION IN: $15,000 over 2y, 0.3% of budgetTHE ALBERT F EGAN JR & DOROTHY H EGAN F: $10,000 over 2y, 0.3% of budgetTHE JOHN'S ISLAND FOUNDATION INC: $10,000 over 2y, 0.3% of budgetJOHN'S ISLAND COMMUNITY SERVICE LEAGUE INC: $10,000 over 2y, 0.3% of budgetNEW ENGLAND LIFE FLIGHT INC: $7,000 over 2y, 0.0% of budgetINDIAN RIVER LAND TRUST INC: $5,000 over 1y, 0.1% of budgetSANKATY HEAD FOUNDATION INC: $5,000 over 1y, 0.1% of budgetNANTUCKET SUSTAINABLE DEVELOPMENT CORPORATION: $2,000 over 1y, 0.3% of budgetAURORA WOMEN AND GIRLS FOUNDATION INC: $2,000 over 1y, 0.3% of budgetBOYS & GIRLS CLUB OF INDIAN RIVER COUNTY INC: $2,000 over 1y, 0.1% of budgetCHILDCARE RESOURCES OF INDIAN RIVER INC: $1,000 over 1y, 0.0% of budgetBALLET VERO BEACH INC: $1,000 over 1y, 0.2% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Warrington Foundation Co Fifth ThirdOH26.3× affinity10 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Warrington Foundation Co Fifth Third · Community Foundation for Nantucket Inc · Peravid Foundation Agency · King Spruce Company · Aetna Foundation Inc · The Ayco Charitable Foundation · The Goldman Sachs Charitable Gift Fund · Elizabeth and John Moller Foundation · Gilbert Verney Foundation · Twin Chimney Inc · Nantucket Golf Club Foundation Inc · Carverdelaney Families Foundation Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Samuel Bailey Family Fdtn funds: left to right is the share of its income from government, bottom to top the share from Samuel Bailey Family Fdtn. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 110%3%10%23%40%funder's share of their income ↑0%19%38%56%75%share of the org’s income from government →median 4%
  • The Village for Families and Children: 50% of income from government
  • Community Foundation for Nantucket Inc: 10% of income from government
  • Nantucket Maria Mitchell Association in: 9% of income from government
  • New England Life Flight Inc: 5% of income from government
  • Nantucket Conservation Foundation Inc: 4% of income from government
  • Nantucket Historical Association: 1% of income from government
  • Indian River Land Trust Inc: 0% of income from government
  • Trinity College: 0% of income from government
  • Ballet Vero Beach Inc: 0% of income from government
  • Aurora Women and Girls Foundation Inc: 0% of income from government
no gov moneyreceives it· size = income
11get no government money at all
4report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–75%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 29 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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