The Long Bay Charitable Foundation
The Long Bay Charitable Foundation is a private foundation based in Bonita Springs, Florida. Its 2024 filing lists grants to organizations in California and Florida, including organizations identified as societal, educational, or religious.
The Long Bay Charitable Foundation at a glance
In short: The Long Bay Charitable Foundation gave $1.0M across 13 grants in 2024 (avg $80K), mostly in California. 58% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $1,036,415
- +35.5% vs 2023
- Grants made (2024)
- 13
- +62.5% vs 2023
- Average grant
- $79,724
- -16.6% vs 2023
- Median grant
- $6,000
- Total assets
- $2,877,063
- -11.3% vs 2023
- New grantees (estimate)
- 58% first-time grantees (7 of 12, 2024; small sample)
- Primary geography
- California (90% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Long Bay Charitable Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 9990 Coconut Road, Bonita Springs, FL 34135
Phone: (212) 237-1000
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Long Bay Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Habitat for Humanity ($731K across 2 grants). Together the top 10 received $1.0M.
Grant Size Distribution
49 grants across all recorded years
The most common grant size was under $50K: 31 grants of 49 (63%).
Geographic Focus
Where this funder awards grants
The 2024 filing reports that 90% of grant dollars went to recipients in California and 10% to recipients in Florida. It also lists grants to organizations in New York and Maryland.
Grant Distribution by State
Share of 2024 grant dollars across all 13 itemized grants.
Cities
Is The Long Bay Charitable Foundation open to new grantees?
58%
first-time grantees, 2024
In 2024, 7 of 12 grantees (58%) were first-time recipients. With only 12 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $41K; repeat grants $150K. How we count
Medians: $6K first-time, $6K repeat.
- 33% of 2024 grantees were also funded in 2023. Method
- Giving grew 1141% from 2021 to 2024. Method
- In 2024 it paid out 568% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $84K (2021) to $5.5M (2022). In 2024 it made 13 grants totaling $1.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Habitat for Humanity Bellflower, CA | Societal | $666,665 |
| Winston School Del Mar, CA | Educational | $250,000 |
| Habitat for Humanity North Fort Myers, FL | Societal | $64,750 |
| Canterbury School Fort Myers, FL | Educational | $15,000 |
| United Way Fort Myers, FL | Societal | $10,000 |
| Collaboratory Fort Myers, FL | Societal | $10,000 |
| Bethany Church Long Beach, CA | Religious | $6,000 |
| Bethany School Long Beach, CA | Educational | $6,000 |
| Lee Health Foundation Fort Myers, FL | Societal | $5,000 |
| Little Sisters of the Assumption New York, NY | Societal | $1,000 |
Ready to take the next step with The Long Bay Charitable Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $2,877,063 | $724,200 | $1,089,003 | $1,036,415 | 13 | $1,046,239 | $683,436 | $184,202 |
| 2023 | $3,241,866 | $364,984 | $1,036,008 | $764,729 | 8 | $769,347 | $129,643 | $188,392 |
| 2022 | $3,912,890 | $5,499,132 | $5,577,545 | $5,522,000 | 16 | $5,526,253 | $2,707,644 | $161,714 |
| 2021 | $3,991,303 | $459,322 | $155,476 | $83,500 | 6 | $86,182 | $410,028 | $261,036 |
| 2020 | $3,687,457 | $632,789 | $515,809 | $478,500 | 6 | — | $599,526 | $209,009 |
Under IRS private-foundation payout rules, The Long Bay Charitable Foundation reported a distributable amount of $184K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The filing’s stated purpose describes the Long Beach Community Foundation as supporting charitable giving, stewardship, and strategic grantmaking, with an emphasis on equity, inclusion, and serving vulnerable populations. The description says it supports nonprofit and academic programs, connects donors with community needs, and convenes stakeholders around community issues.
The 2024 grants show support for organizations classified as societal, educational, and religious. Among the grantees described in their own words, Canterbury School says it is a college-preparatory day school emphasizing academic excellence, character, leadership, and service. Respond Crisis Translation says it provides language services to vulnerable people during legal, medical, or personal crises.
Grantmaking
In 2024, the foundation reported 13 grants totaling $1,036,415. Grant amounts ranged from $500 to $666,665, with a median of $6,000. The largest listed grants were $666,665 to Habitat for Humanity (Bellflower, California), $250,000 to Winston School (Del Mar, California), and $64,750 to Habitat for Humanity (North Fort Myers, Florida). Other listed grants included $15,000 to Canterbury School and $1,000 to Respond Crisis Translation.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists David Lucas as chairman, Brian Lucas as president, and Louise S Ukleja and Linda S Lucas as vice presidents.
The Long Bay Charitable Foundation is led by Brian Lucas, President on every filing since 2020; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Brian Lucas
President
On filings since 2020
0.1 hrs/week
No compensation reported
David Lucas
Chairman
On filings since 2020
0.1 hrs/week
No compensation reported
Linda S. Lucas
Vice President
On filings since 2020
0.1 hrs/week
No compensation reported
Louise S. Ukleja
Vice President
On filings since 2020
0.1 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 The Long Bay Charitable Foundation
How much does The Long Bay Charitable Foundation give each year?
The Long Bay Charitable Foundation gave $1.0M across 13 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $765K across 8 grants.
What is The Long Bay Charitable Foundation's typical grant size?
The Long Bay Charitable Foundation's median grant in 2024 was $6,000, and its average grant was $79,724, across 13 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Long Bay Charitable Foundation that year got $41K on average.
Where does The Long Bay Charitable Foundation give grants?
The Long Bay Charitable Foundation gives mostly in California: 90% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Florida (10%). The most frequent recipient cities were Fort Myers, FL (4 grants) and Long Beach, CA (2 grants).
Does The Long Bay Charitable Foundation give general operating support?
Not in 2024: none of the 13 grants with a stated purpose on The Long Bay Charitable Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Societal" (9 grants) and "Educational" (3 grants).
Who are The Long Bay Charitable Foundation's largest grantees?
The Long Bay Charitable Foundation's largest 2024 grantees include Habitat for Humanity ($731,415 across 2 grants), Winston School ($250,000) and Canterbury School ($15,000), according to its 2024 IRS Form 990-PF. Together they received 96% of its itemized 2024 grant dollars.
How large is The Long Bay Charitable Foundation?
The Long Bay Charitable Foundation reported $2.9M in total assets on its 2024 IRS Form 990-PF. It paid out $1.0M in qualifying distributions that year, against a required minimum of $184K (roughly 5% of its investment assets).
What does The Long Bay Charitable Foundation fund?
The filing’s stated purpose describes the Long Beach Community Foundation as supporting charitable giving, stewardship, and strategic grantmaking, with an emphasis on equity, inclusion, and serving vulnerable populations. See mission & focus areas ↑
How do I apply for a grant from The Long Bay Charitable Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Long Bay Charitable Foundation's EIN?
The Long Bay Charitable Foundation's EIN (Employer Identification Number) is 13-3047543. IRS Form 990 filing data is available on this page for 2020–2024.
Does The Long Bay Charitable Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). The Long Bay Charitable Foundation funder profile. GrantGraph. Retrieved October 20, 2026, from https://grantable.co/funders/the-long-bay-charitable-foundation-morg_910910e86663400fb5c934ce43e60c28
BibTeX
@misc{grantable_133047543_2026,
author = {{Grantable}},
title = {{The Long Bay Charitable Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-long-bay-charitable-foundation-morg_910910e86663400fb5c934ce43e60c28},
note = {Accessed 2026-10-20. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Long Bay Charitable Foundation'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.
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