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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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