The Long Bay Charitable Foundation

Private foundation · Grantmaker Bonita Springs, FL EIN: 13-3047543

The Long Bay Charitable Foundation is a private foundation based in Bonita Springs, Florida. Its 2024 grants supported organizations working in housing, education, community services, and religious activity.

Key facts about The Long Bay Charitable Foundation

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.

EIN
13-3047543
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$1,036,415
Grants made (2024)
13
Average grant
$79,724
Median grant
$6,000
New grantees (estimate)
58% first-time grantees (7 of 12, 2024)
Total assets
$2,877,063
Primary geography
California (90% of itemized 2024 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.9M

-11.3% YoY

Annual Giving

$1.0M

+35.5% YoY

Grant Count

13

+62.5% YoY

Avg Grant Size

$80K

-16.6% YoY

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.

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. 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.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2024 grants included societal, educational, and religious purposes. The supported organizations’ missions illustrate the range of work represented: Habitat for Humanity Inland Valley describes its mission as helping people achieve homeownership and improving living conditions in the community. Canterbury School describes itself as a college-preparatory school emphasizing academic excellence, character, leadership, and service. Respond Crisis Translation says it provides language services to vulnerable people amid legal, medical, or personal crises.

Grantmaking

In 2024, the foundation made 13 grants totaling $1,036,415. Awards ranged from $500 to $666,665, with a median grant of $6,000. The largest grants listed were $666,665 to Habitat for Humanity, $250,000 to Winston School, and $64,750 to Habitat for Humanity. Other grants included $15,000 to Canterbury School and $10,000 each to United Way and Collaboratory.

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Geographic Focus

Where this funder awards grants

In 2024, 90% of grant dollars went to recipients in California and 10% to recipients in Florida.

Grant Distribution by State

8states

Share of 2024 grant dollars across all 13 itemized grants.

Cities

Fort MyersLong BeachWashingtonNew YorkNorth Fort MyersOwing MillsBellflowerBonita SpringsDel MarJacksonLookout MountainMerrifieldNaplesNewport BeachSan FranciscoWest Palm Beach

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$6M6 grants2020 6 grants2021 16 grants2022 8 grants2023 13 grants2024

From 2020 to 2024, annual grant giving ranged from $84K (2021) to $5.5M (2022). In 2024 it made 13 grants totaling $1.0M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Habitat for Humanity: $731K across 2 grantsHabitat for Humanity$731K · 2 grantsWinston School: $250KWinston School$250KCanterbury School: $15KCanterbury School$15KUnited Way: $10KUnited Way$10KCollaboratory: $10KCollaboratory$10KBethany Church: $6KBethany Church$6KBethany School: $6KBethany School$6KLee Health Foundation: $5KLee Health Foundation$5KLittle Sisters of the Assumption: $1KLittle Sisters of theAssumption$1KRespond Crisis Translation: $1KRespond Crisis Translation$1K

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

31<$50K5$50–100K4$100–250K3$250–500K4$500K–1M2$1–5M$5M+

The most common grant size was under $50K: 31 grants of 49 (63%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Habitat for Humanity Bellflower, CASocietal$666,665
Winston School Del Mar, CAEducational$250,000
Habitat for Humanity North Fort Myers, FLSocietal$64,750
Canterbury School Fort Myers, FLEducational$15,000
United Way Fort Myers, FLSocietal$10,000
Collaboratory Fort Myers, FLSocietal$10,000
Bethany Church Long Beach, CAReligious$6,000
Bethany School Long Beach, CAEducational$6,000
Lee Health Foundation Fort Myers, FLSocietal$5,000
Little Sisters of the Assumption New York, NYSocietal$1,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2024 $2,877,063 $724,200 $1,089,003 $1,036,415
2023 $3,241,866 $364,984 $1,036,008 $764,729
2022 $3,912,890 $5,499,132 $5,577,545 $5,522,000
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$2,877,063$3,241,866$3,912,890
Revenue$724,200$364,984$5,499,132
Expenses$1,089,003$1,036,008$5,577,545
Qualifying Distributions$1,046,239$769,347$5,526,253
Net Investment Income$683,436$129,643$2,707,644
Distributable Amount$184,202$188,392$161,714

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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.

Contact

Mailing address: 9990 Coconut Road, Bonita Springs, FL 34135
Phone: (212) 237-1000

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?

No mission statement for the foundation is provided. Its 2024 grants included societal, educational, and religious purposes. See mission & focus areas ↑

How do I apply for a grant from The Long Bay Charitable Foundation?

The foundation 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 September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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