Bailey Charitable Trust

GRAND JUNCTION, CO EIN: 84-6289135

Bailey Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GRAND JUNCTION, CO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.1M in total assets. In 2025, it awarded 8 grants totaling $159K. Net investment income was $406K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.1M

+8.3% YoY

Annual Giving

$159K

+5.2% YoY

Grant Count

8

+0.0% YoY

Avg Grant Size

$20K

+5.2% YoY

Under IRS private-foundation payout rules, Bailey Charitable Trust reported a distributable amount of $165K for 2025 — the minimum it must pay out in qualifying distributions.

About Bailey Charitable Trust

Based on IRS filings

Bailey Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GRAND JUNCTION, CO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.1M in total assets. In 2025, it awarded 8 grants totaling $159K. Net investment income was $406K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

ArlingtonBanderaBoulderEstes ParkGrandvilleMenomineeWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$145K$289K$434K$578K202020212022202320242025
Metric202520242023
Total Assets$3,126,251$2,887,493$2,893,033
Revenue$434,111$187,086$410,300
Expenses$195,353$192,626$211,179
Qualifying Distributions$167,648$160,099$181,683
Net Investment Income$406,406$160,061$384,574
Distributable Amount$164,569$155,042$143,899

Giving Over Time

Total grant dollars and number of grants per year

$0$43K$87K$130K$174K8 grants20208 grants20218 grants20228 grants20238 grants20248 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

University of Colo Found…$50KWorld Wildlife Fund$23KThe Nature Conservancy$23KNational Park Foundation$20KRocky Mountain Natl Park$16KAmerican Red Cross Natl …$16KAmerican Aging Assoc Dre…$8KMenominee County Histori…$3K

Grant Size Distribution

40 grants across all recorded years

35<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include University of Colo Foundation ($50,000), World Wildlife Fund ($23,256), The Nature Conservancy ($23,256).

RecipientPurposeAmount
American Aging Assoc Drexel University Bandera, TXGeneral Support$7,752
Menominee County Historical Society Menominee, MIGeneral Support$3,101
National Park Foundation Washington, DCGeneral Support$20,156
World Wildlife Fund Washington, DCGeneral Support$23,256
The Nature Conservancy Arlington, VAGeneral Support$23,256
Rocky Mountain Natl Park Estes Park, COGeneral Support$15,504
American Red Cross Natl Headquarters Washington, DCGeneral Support$15,504
University of Colo Foundation Boulder, COGeneral Support$50,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Bailey Charitable Trust?

Bailey Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GRAND JUNCTION, CO. It holds $3.1M in total assets as of 2025.

How large is Bailey Charitable Trust?

As of 2025, Bailey Charitable Trust holds $3.1M in total assets with $434K in annual revenue. It awarded 8 grants totaling $159K in 2025.

Where does Bailey Charitable Trust operate?

Bailey Charitable Trust has awarded grants in Colorado, District of Columbia, Michigan, Texas, Virginia.

What size grants does Bailey Charitable Trust award?

In 2025, Bailey Charitable Trust awarded 8 grants totaling $159K — an average of about $20K per grant, based on its IRS Form 990 filings.

How much is Bailey Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Bailey Charitable Trust reported a distributable amount of $165K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Bailey Charitable Trust's EIN?

Bailey Charitable Trust's EIN (Employer Identification Number) is 84-6289135. IRS Form 990 filing data is available on this page for 2020–2025.

Explore Open Grants

Browse active grant opportunities in Bailey Charitable Trust's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

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

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