The Lucia H Bailey and Stephen M Bailey
The Lucia H Bailey and Stephen M Bailey is a private foundation based in Winter Park, Florida. It makes grants to charitable organizations; its 2024 filing reports 44 grants totaling $412,000.
The Lucia H Bailey and Stephen M Bailey at a glance
In short: The Lucia H Bailey and Stephen M Bailey gave $412K across 44 grants in 2024 (avg $9K), mostly in Florida. 9% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $412,000
- -8.7% vs 2023
- Grants made (2024)
- 44
- -21.4% vs 2023
- Average grant
- $9,364
- +16.1% vs 2023
- Median grant
- $6,500
- Total assets
- $1,248,342
- -3.4% vs 2023
- New grantees (estimate)
- 9% first-time grantees (4 of 44, 2024)
- Primary geography
- Florida (57% 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 Lucia H Bailey and Stephen M Bailey
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests. Its filing states that contributions are made only to preselected charitable organizations. It lists Mark S. Bailey as the contact and says materials must show the purpose or need for the grant, be submitted by a 501(c)(3) organization, and include the name of a contact person. The filing lists no restrictions on awards.
- Contact
Application contact: Mark S Bailey
Mailing address: PO Box 4546, Winter Park, FL 32793-4546
Phone: (407) 619-4265
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Lucia H Bailey and Stephen M Bailey funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Reach Orlando Church ($90K). Together the top 10 received $215K.
Grant Size Distribution
143 grants across all recorded years
The most common grant size was under $50K: 140 grants of 143 (98%).
Geographic Focus
Where this funder awards grants
The foundation is based in Winter Park, Florida. In 2024, 57% of grant dollars went to recipients in Florida; other leading recipient-state shares were the District of Columbia (8%), Tennessee (4%), Texas (4%), and Maryland (3%). Its 2024 grantees also included organizations in states such as Michigan, Louisiana, Kansas, Indiana, North Carolina, and Wisconsin.
Grant Distribution by State
Share of 2024 grant dollars across all 44 itemized grants.
States
Cities
Is The Lucia H Bailey and Stephen M Bailey open to new grantees?
9%
first-time grantees, 2024
In 2024, 4 of 44 grantees (9%) were first-time recipients. First grants averaged $10K; repeat grants $9K. How we count
Medians: $3K first-time, $7K repeat.
- 89% of 2024 grantees were also funded in 2023. Method
- In 2024 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2022–2024). 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 2022 to 2024, annual grant giving ranged from $369K (2022) to $452K (2023). In 2024 it made 44 grants totaling $412K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Reach Orlando Church Winter Park, FL | Charitable | $90,000 |
| VNA Hospice Foundation Inc Vero Beach, FL | Charitable | $30,000 |
| Judicial Watch Inc Washington, DC | Charitable | $21,000 |
| Hope Helps Inc Oviedo, FL | Charitable | $11,500 |
| Commemorative Air Force Dallas, TX | Charitable | $11,000 |
| Hillsdale College Hillsdale, MI | Charitable | $11,000 |
| Association of Southeastern Biologists Monroe, LA | Charitable | $10,500 |
| American Bonanza Society Wichita, KS | Charitable | $10,000 |
| Beersheba Springs Medical Clinic Beersheba Springs, TN | Charitable | $10,000 |
| Covenant House Florida Orlando, FL | Charitable | $10,000 |
Ready to take the next step with The Lucia H Bailey and Stephen M Bailey?
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 | $1,248,342 | $418,190 | $462,313 | $412,000 | 44 | $461,928 | $417,805 | $527,198 |
| 2023 | $1,292,465 | $408,958 | $488,166 | $451,500 | 56 | $487,788 | $408,580 | $454,772 |
| 2022 | $1,371,673 | $188,368 | $375,995 | $369,250 | 43 | $375,613 | $200,335 | $467,695 |
| 2021 | $1,559,300 | $136,521 | $354 | — | — | — | $136,521 | $375,560 |
Under IRS private-foundation payout rules, The Lucia H Bailey and Stephen M Bailey reported a distributable amount of $527K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s own filing does not state a mission. Its 2024 grants include support for organizations with varied charitable purposes. For example, Hope Helps Inc says it works to prevent and reduce hunger and homelessness in Central Florida through housing, outreach, prevention, and education. The Beersheba Springs Medical Clinic describes itself as a community-established nonprofit medical facility, while Newberry Christian Community School says it provides Christ-centered education.
Other 2024 recipients include Judicial Watch Inc, whose stated mission is to promote government integrity, transparency, accountability, and fidelity to the rule of law; Samaritan’s Purse, which describes providing spiritual and physical aid to people affected by hardship; and Habitat for Humanity, which says it builds and repairs housing for families in need.
Grantmaking
In 2024, the foundation made 44 grants totaling $412,000. Grants ranged from $1,500 to $90,000, with a median of $6,500. In 2023, it made 56 grants totaling $451,500; in 2022, it made 43 grants totaling $369,250.
The largest reported 2024 grants included $90,000 to Reach Orlando Church, $30,000 to VNA Hospice Foundation Inc, $21,000 to Judicial Watch Inc, and $11,500 to Hope Helps Inc. Other listed grants included $11,000 each to Commemorative Air Force and Hillsdale College, and $10,000 each to Beersheba Springs Medical Clinic, Covenant House Florida, Liberty Counsel, and Newberry Christian Community School.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Mark S. Bailey as president and director and Donna J. Bailey as vice president and director.
The Lucia H Bailey and Stephen M Bailey is led by Mark S. Bailey, President & Director on every filing since 2021; all 2 officers listed in 2024 are compensated.
Officers on the 2024 filing
Mark S. Bailey
President & Director
On filings since 2021
6 hrs/week
$20K (2023) → $25K (2024)
Donna J. Bailey
Vice President & Director
On filings since 2021
3 hrs/week
$10K (2023) → $10K (2024)
Former officers (3)
- Former: J. Vincent Boyle (2020) — Treasurer & Director
- Former: Lucia H. Bailey (2020) — Vice President & Director
- Former: Stephen M. Bailey (2020) — President & Director
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.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $25K, to Mark S Bailey (President/Director). 2 officers or directors reported compensation on that filing.
Frequently asked questions about The Lucia H Bailey and Stephen M Bailey
How much does The Lucia H Bailey and Stephen M Bailey give each year?
The Lucia H Bailey and Stephen M Bailey gave $412K across 44 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $452K across 56 grants.
What is The Lucia H Bailey and Stephen M Bailey's typical grant size?
The Lucia H Bailey and Stephen M Bailey's median grant in 2024 was $6,500, and its average grant was $9,364, across 44 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Lucia H Bailey and Stephen M Bailey that year got $10K on average.
Where does The Lucia H Bailey and Stephen M Bailey give grants?
The Lucia H Bailey and Stephen M Bailey gives mostly in Florida: 57% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was District of Columbia (8%). The most frequent recipient cities were Orlando, FL (7 grants), Winter Park, FL (3 grants), Washington, DC (3 grants) and Vero Beach, FL (2 grants).
Does The Lucia H Bailey and Stephen M Bailey give general operating support?
Not in 2024: none of the 44 grants with a stated purpose on The Lucia H Bailey and Stephen M Bailey's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (44 grants).
Who are The Lucia H Bailey and Stephen M Bailey's largest grantees?
The Lucia H Bailey and Stephen M Bailey's largest 2024 grantees include Reach Orlando Church ($90,000), VNA Hospice Foundation Inc ($30,000) and Judicial Watch Inc ($21,000), according to its 2024 IRS Form 990-PF. Together they received 34% of its itemized 2024 grant dollars.
How large is The Lucia H Bailey and Stephen M Bailey?
The Lucia H Bailey and Stephen M Bailey reported $1.2M in total assets on its 2024 IRS Form 990-PF. It paid out $462K in qualifying distributions that year, against a required minimum of $527K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Lucia H Bailey and Stephen M Bailey fund?
The foundation’s own filing does not state a mission. Its 2024 grants include support for organizations with varied charitable purposes. For example, Hope Helps Inc says it works to prevent and reduce hunger and homelessness in Central Florida through housing, outreach, prevention, and education. See mission & focus areas ↑
How do I apply for a grant from The Lucia H Bailey and Stephen M Bailey?
The foundation does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Lucia H Bailey and Stephen M Bailey's EIN?
The Lucia H Bailey and Stephen M Bailey's EIN (Employer Identification Number) is 81-5460299. IRS Form 990 filing data is available on this page for 2020–2024.
Does The Lucia H Bailey and Stephen M Bailey 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 September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in The Lucia H Bailey and Stephen M Bailey's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
John P & Kathryn G Evans Foundation
Indianola, WA
The John P & Kathryn G Evans Foundation’s recent grants include operating support for charitable organizations, but its 2025 filing reports just one $500 grant; giving totaled about $128,000–$137,000 in 2023 and 2024. Its grant dollars went to a Virginia recipient in 2025, and it accepts no unsolicited requests, contributing only to preselected organizations.
Assets
$922K
Grants
1
Total Given
$500
Duke Energy Foundation
Charlotte, NC
The Duke Energy Foundation funds workforce and local economic development, disaster resilience, conservation, clean water, and economic opportunity in North Carolina, South Carolina, Florida, Ohio, Kentucky, and Indiana. Its 2024 grants had a median of $25,000; applications for grants of $20,000 or less are accepted year-round, after applicants discuss proposals with a state representative.
Assets
$1.9M
Grants
41
Total Given
$25.6M
Aetna Foundation Inc
Hartford, CT
Aetna Foundation supported health and wellness, access to health care, and related community needs; its 2021 grants ranged from $5,000 to $1 million, with a median of $40,000, and went to organizations across multiple states, especially in D.C. and Connecticut. Its 2021 filing was marked final, so it appears to have ended or be winding down grantmaking; that filing said there were no restrictions on who could apply and pointed applicants to its website for application materials.
Assets
—
Grants
65
Total Given
$7.2M
Bailey Family Foundation Inc
Vero Beach, FL
The Bailey Family Foundation supports preselected charitable organizations represented in education, faith-based work, health care, services for children and families, and conservation; its grants are mainly in Florida and North Carolina. In 2025, grants ranged from $100 to $35,000, with a median of $2,500. It does not accept unsolicited funding requests.
Assets
$2.9M
Grants
143
Total Given
$488K
Bristol-Myers Squibb Foundation Inc
Princeton, NJ
The Bristol-Myers Squibb Foundation supports health access and stronger health systems, with a focus on adult and pediatric cancers, blood disorders, brain health, and clinical-trial participation in the United States, Brazil, India, and ten Sub-Saharan African countries. In 2024, its median grant was about $134,000, though awards varied widely; it does not state whether it accepts unsolicited requests, and advises prospective applicants to contact the Foundation about its process.
Assets
$83.3M
Grants
144
Total Given
$67.7M
EBS Foundation
Nashville, TN
The EBS Foundation supports charitable organizations working in areas including youth services, camping, social services, education, and the arts, with most of its giving in Tennessee. In 2025, it awarded grants of $100 to $100,000, with a median grant of $1,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$8.1M
Grants
172
Total Given
$453K
More similar funders
More Funders in Florida
Cite this profile
Grantable. (2026). The Lucia H Bailey and Stephen M Bailey funder profile. GrantGraph. Retrieved October 13, 2026, from https://grantable.co/funders/the-lucia-h-bailey-and-stephen-m-bailey-morg_01d26ebeeb3b4e9691353132b4f62a11
BibTeX
@misc{grantable_815460299_2026,
author = {{Grantable}},
title = {{The Lucia H Bailey and Stephen M Bailey funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-lucia-h-bailey-and-stephen-m-bailey-morg_01d26ebeeb3b4e9691353132b4f62a11},
note = {Accessed 2026-10-13. 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 Lucia H Bailey and Stephen M Bailey'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.
The Lucia H Bailey and Stephen M Bailey down — hundreds of funders to go?