Bailey Fam Fdn
Bailey Fam Fdn is a private foundation, based in Wall, NJ. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $960K in total assets. In 2025, it awarded 6 grants totaling $65K. Net investment income was $104K.
Bailey Fam Fdn at a glance
In short: Bailey Fam Fdn gave $65K across 6 grants in 2025 (avg $11K), mostly in New Jersey. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $65,000
- +18.2% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $10,833
- +18.2% vs 2024
- Median grant
- $10,000
- Total assets
- $959,544
- +3.4% vs 2024
- Primary geography
- New Jersey (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Bailey Fam Fdn funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Heartworks Foundation ($16K). Together the top 5 received $59K.
Organizations only. It also paid 1 individual scholarship ($6,000), which are not listed by name.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How Bailey Fam Fdn gives
- Giving held roughly steady from 2022 to 2025 (+18%). Method
- In 2025 it paid out 106% 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 $55K (2020) to $65K (2025). In 2025 it made 6 grants totaling $65K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Heartworks Foundation Basking Ridge, NJ | Unrestricted Gift | $15,500 |
| Foundation for Morristown Morristown, NJ | Unrestricted Gift | $15,500 |
| Good Grief Inc Princeton, NJ | Unrestricted Gift | $10,000 |
| Hunterdon Healthcare Foundation Flemington, NJ | Unrestricted Gift | $10,000 |
| Matheny Medical & Educational Center Peapack, NJ | Unrestricted Gift | $8,000 |
| 1 individual scholarship Recipients not named | — | $6,000 |
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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 | $959,544 | $113,752 | $82,439 | $65,000 | 6 | $69,104 | $103,717 | $64,921 |
| 2024 | $928,196 | $178,517 | $69,071 | $55,000 | 6 | $57,689 | $167,710 | $60,778 |
| 2023 | $818,947 | $71,226 | $66,738 | $55,000 | 6 | $57,414 | $61,902 | $53,730 |
| 2022 | $814,398 | $21,244 | $67,879 | $55,000 | 6 | $57,988 | $12,648 | $53,798 |
| 2021 | $861,149 | $103,062 | $70,963 | $55,000 | 6 | $58,194 | $93,412 | $58,527 |
| 2020 | $829,052 | $132,358 | $66,418 | $55,000 | 6 | — | $123,681 | $48,597 |
Under IRS private-foundation payout rules, Bailey Fam Fdn reported a distributable amount of $65K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bailey Fam Fdn's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Bridget K. Bailey
Co-Trustee
Trustee → Co-Trustee, 2023
On filings since 2020
1 hr/week
No compensation reported
J. Leonard Bailey
Co-Trustee
Trustee → Co-Trustee, 2023
On filings since 2020
1 hr/week
No compensation reported
Nicole L. Bailey
Board Member
On filings since 2020
1 hr/week
No compensation reported
Thomas E. Day
Board Member
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Garden State Trust Company (2020–2022) — Trustee
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.
Frequently asked questions about Bailey Fam Fdn
How much does Bailey Fam Fdn give each year?
Bailey Fam Fdn gave $65K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $55K across 6 grants.
What is Bailey Fam Fdn's typical grant size?
Bailey Fam Fdn's median grant in 2025 was $10,000, and its average grant was $10,833, across 6 grants on its 2025 IRS Form 990-PF.
Where does Bailey Fam Fdn give grants?
Bailey Fam Fdn gives mostly in New Jersey: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Bailey Fam Fdn give general operating support?
Yes: 83% of Bailey Fam Fdn's 2025 grants with a stated purpose (5 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Bailey Fam Fdn's largest grantees?
Bailey Fam Fdn's largest 2025 grantees include Heartworks Foundation ($15,500), Foundation for Morristown ($15,500) and Good Grief Inc ($10,000), according to its 2025 IRS Form 990-PF. It also paid 1 individual scholarship ($6,000), which are not listed by name. Together they received 63% of its itemized 2025 grant dollars.
How large is Bailey Fam Fdn?
Bailey Fam Fdn reported $960K in total assets on its 2025 IRS Form 990-PF. It paid out $69K in qualifying distributions that year, against a required minimum of $65K (roughly 5% of its investment assets).
What is Bailey Fam Fdn's EIN?
Bailey Fam Fdn's EIN (Employer Identification Number) is 46-4017017. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 29, 2026)
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