The Lucia H Bailey and Stephen M Bailey
The Lucia H Bailey and Stephen M Bailey 2016 Family Foundation is a private grantmaking foundation established in 2018 and located in Winter Park, Florida. The foundation operates as a 501(c)(3) organization with the primary purpose of distributing income to charitable and educational organizations.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.2M
-3.4% YoY
Annual Giving
$412K
-8.7% YoY
Grant Count
44
-21.4% YoY
Avg Grant Size
$9K
+16.1% YoY
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.
Mission & Focus Areas
The foundation's mission is to fund charitable and educational organizations. The foundation distributes its income to support a diverse range of charitable causes, including religious organizations, educational institutions, and various charitable initiatives.
Grantmaking
The foundation is an active grantmaker with a demonstrated commitment to supporting multiple organizations annually. In 2023, the foundation made 40 grants totaling approximately $248,500. In 2024, the foundation made 28 grants totaling approximately $246,000.
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Geographic Focus
Where this funder awards grants
The foundation is based in Winter Park, Florida and primarily funds organizations within Florida and nationally.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $1,248,342
- Total Revenue: $418,190
- Total Expenses: $462,313
- Number of Employees: 0
As of 2023:
- Total Assets: $1,292,465
- Total Revenue: $408,958
- Total Expenses: $488,166
- Number of Employees: 0
The foundation maintains modest but consistent annual giving levels, with total giving reported at approximately $412,000 across recent years.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,248,342 | $1,292,465 | $1,371,673 |
| Revenue | $418,190 | $408,958 | $188,368 |
| Expenses | $462,313 | $488,166 | $375,995 |
| Qualifying Distributions | $461,928 | $487,788 | $375,613 |
| Net Investment Income | $417,805 | $408,580 | $200,335 |
| Distributable Amount | $527,198 | $454,772 | $467,695 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
137 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Reach Orlando Church ($90,000), Vna Hospice Foundation Inc ($30,000), Judicial Watch Inc ($21,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN BONANZA SOCIETY WICHITA, KS | CHARITABLE | $10,000 |
| AOPA FOUNDATION INC FREDERICK, MD | CHARITABLE | $6,000 |
| ASSOCIATION OF SOUTHEASTERN BIOLOGISTS MONROE, LA | CHARITABLE | $10,500 |
| BEERSHEBA SPRINGS MEDICAL CLINIC BEERSHEBA SPRINGS, TN | CHARITABLE | $10,000 |
| CARSON SCHOLARSHIP FUND INC TOWSON, MD | CHARITABLE | $8,000 |
| CHRISTIAN SERVICE CENTER FOR CENTRAL FLORIDA ORLANDO, FL | CHARITABLE | $8,000 |
| COALITION FOR THE HOMELESS ORLANDO, FL | CHARITABLE | $4,500 |
| COAST GUARD FOUNDATION INC STONINGTON, CT | CHARITABLE | $4,000 |
| COLORADO TRAIL FOUNDATION SALIDA, CO | CHARITABLE | $4,000 |
| COMMEMORATIVE AIR FORCE DALLAS, TX | CHARITABLE | $11,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARK S BAILEY | PRESIDENT/DIRECTOR | 6 | $25,000 |
| DONNA J BAILEY | VICE PRESIDENT/DIRECTOR | 3 | $10,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does The Lucia H Bailey and Stephen M Bailey fund?
The foundation's mission is to fund charitable and educational organizations. The foundation distributes its income to support a diverse range of charitable causes, including religious organizations, educational institutions, and various charitable initiatives.
How do I apply for a grant from The Lucia H Bailey and Stephen M Bailey?
The foundation is an active grantmaker with a demonstrated commitment to supporting multiple organizations annually. In 2023, the foundation made 40 grants totaling approximately $248,500. In 2024, the foundation made 28 grants totaling approximately $246,000. Recent grantees have included: • Judicial Watch ($20,000-$21,000) • Spirit of Joy Lutheran Church ($20,000) • Live Oak Wilderness Camp ($13,000) • Hope Helps ($11,500) • Commemorative Air Force ($11,000) • Reach Orlando Church The foundat…
Where does The Lucia H Bailey and Stephen M Bailey make grants?
The foundation is based in Winter Park, Florida and primarily funds organizations within Florida and nationally.
What size grants does The Lucia H Bailey and Stephen M Bailey award?
In 2024, The Lucia H Bailey and Stephen M Bailey awarded 44 grants totaling $412K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is The Lucia H Bailey and Stephen M Bailey required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Lucia H Bailey and Stephen M Bailey reported a distributable amount of $527K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.