Bailey Charitable Trust
Bailey Charitable Trust is a private foundation, 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.
Bailey Charitable Trust at a glance
In short: Bailey Charitable Trust gave $159K across 8 grants in 2025 (avg $20K), top state Colorado. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $158,529
- +5.2% vs 2024
- Grants made (2025)
- 8
- +0.0% vs 2024
- Average grant
- $19,816
- +5.2% vs 2024
- Median grant
- $17,830
- Total assets
- $3,126,251
- +8.3% vs 2024
- Primary geography
- Colorado (41% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Bailey Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was University of Colo Foundation ($50K). Together the top 8 received $159K.
Grant Size Distribution
40 grants across all recorded years
The most common grant size was under $50K: 35 grants of 40 (88%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How Bailey Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−9%). Method
- In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $151K (2024) to $174K (2022). In 2025 it made 8 grants totaling $159K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Colo Foundation Boulder, CO | General Support | $50,000 |
| World Wildlife Fund Washington, DC | General Support | $23,256 |
| The Nature Conservancy Arlington, VA | General Support | $23,256 |
| National Park Foundation Washington, DC | General Support | $20,156 |
| Rocky Mountain Natl Park Estes Park, CO | General Support | $15,504 |
| American Red Cross Natl Headquarters Washington, DC | General Support | $15,504 |
| American Aging Assoc Drexel University Bandera, TX | General Support | $7,752 |
| Menominee County Historical Society Menominee, MI | General Support | $3,101 |
Ready to take the next step with Bailey Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,126,251 | $434,111 | $195,353 | $158,529 | 8 | $167,648 | $406,406 | $164,569 |
| 2024 | $2,887,493 | $187,086 | $192,626 | $150,729 | 8 | $160,099 | $160,061 | $155,042 |
| 2023 | $2,893,033 | $410,300 | $211,179 | $173,352 | 8 | $181,683 | $384,574 | $143,899 |
| 2022 | $2,693,912 | $410,016 | $221,060 | $173,796 | 8 | $184,674 | $379,568 | $168,076 |
| 2021 | $2,504,956 | $511,719 | $211,272 | $157,662 | 8 | — | $482,668 | $167,087 |
| 2020 | $2,204,509 | $525,653 | $193,344 | $155,355 | 8 | — | $498,462 | $147,693 |
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.
Leadership & Key People
Officers and directors from IRS filings
Bailey Charitable Trust's only listed officer is Alpine Bank Wealth Management, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Alpine Bank Wealth Management
Trustee
On filings since 2020
40 hrs/week
$35K (2020) → $36K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $36K, to Alpine Bank Wealth Management (Trustee).
Frequently asked questions about Bailey Charitable Trust
How much does Bailey Charitable Trust give each year?
Bailey Charitable Trust gave $159K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $151K across 8 grants.
What is Bailey Charitable Trust's typical grant size?
Bailey Charitable Trust's median grant in 2025 was $17,830, and its average grant was $19,816, across 8 grants on its 2025 IRS Form 990-PF.
Where does Bailey Charitable Trust give grants?
Bailey Charitable Trust's top state is Colorado, with 41% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were District of Columbia (37%) and Virginia (15%). The most frequent recipient cities were Washington, DC (3 grants).
Does Bailey Charitable Trust give general operating support?
Yes: 100% of Bailey Charitable Trust's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Bailey Charitable Trust's largest grantees?
Bailey Charitable Trust's largest 2025 grantees include University of Colo Foundation ($50,000), World Wildlife Fund ($23,256) and The Nature Conservancy ($23,256), according to its 2025 IRS Form 990-PF. Together they received 61% of its itemized 2025 grant dollars.
How large is Bailey Charitable Trust?
Bailey Charitable Trust reported $3.1M in total assets on its 2025 IRS Form 990-PF. It paid out $168K in qualifying distributions that year, against a required minimum of $165K (roughly 5% of its investment assets).
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.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in Bailey Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Robert J Cantin and Pat Ryan-Cantin
Waban, MA
Assets
$288K
Grants
2
Total Given
$175
The Phyllis & Donald Epstein Foundation
West Hollywood, CA
The foundation supports a varied mix of charitable, health, cultural, and educational organizations, with 2024 grants ranging from $2,500 to $25,000 and a median of $10,000. It is based in West Hollywood, California, and its 2024 grants went to organizations in several states, including California, Washington, DC, New York, Kansas, and Georgia. It does not accept unsolicited requests and gives only to preselected organizations.
Assets
$555K
Grants
12
Total Given
$118K
Valley Fund Charitable Foundation
Wilmington, DE
The foundation supports a varied mix of charitable organizations, including work in health, conservation, parks, and food assistance. In 2024, it made 13 grants ranging from $1,000 to $2,931,903, with a median of $50,000; most grant dollars went to recipients in Pennsylvania and Massachusetts. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$88.2M
Grants
13
Total Given
$4.4M
The Adorjan Family Foundation
Shrewsbury, MO
The Adorjan Family Foundation supports a range of charitable work, including education, arts, conservation, history, and animal welfare; its 2025 grants all went to Missouri recipients. It made 13 grants totaling $78,500, typically $1,000 (with awards ranging from $500 to $35,000). It usually receives letters of request, with no specific form or deadline stated.
Assets
$136K
Grants
13
Total Given
$79K
The Robertson Foundation
South Dartmouth, MA
The Robertson Foundation funds environmental conservation, arts and culture, education, media, and community organizations, primarily in Massachusetts and Rhode Island. Its 2025 grants ranged from $100 to $50,000, with a median of $1,000. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$1.3M
Grants
21
Total Given
$152K
Austen-Stokes Ancient Americas Foundation Inc
Upper Nyack, NY
The foundation supports preselected charitable organizations across environmental conservation, health, arts and historic preservation, civil liberties, and community work, primarily in New York, with some funding in Massachusetts and elsewhere. Its 2025 grants ranged from $70 to $21,812, with a median of $1,350. It does not accept unsolicited funding requests.
Assets
$1.9M
Grants
26
Total Given
$88K
More similar funders
More Funders in Colorado
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Bailey Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Bailey Charitable Trust down — hundreds of funders to go?