The Lucia H Bailey and Stephen M Bailey

WINTER PARK, FL EIN: 81-5460299

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

-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.

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

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

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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

Florida $676K (56%)

District of Columbia $88K (7%)

Texas $57K (5%)

Louisiana $51K (4%)

Tennessee $47K (4%)

Maryland $40K (3%)

Michigan $31K (3%)

Kansas $30K (2%)

+13 more states

States

Alabama Arizona California Colorado Connecticut District of Columbia Florida Georgia Iowa Illinois Kansas Kentucky Louisiana Maryland Michigan North Carolina New York Tennessee Texas Virginia Wisconsin

Cities

ArlingtonBarabooBeersheba SpringsBirminghamBooneBronsonChicagoChieflandDallasFort PierceFort WorthFrederickGainesvilleGermantownGoldenHillsdaleJacksonvilleLovelandMaitlandMamaroneck

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.

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What does The Lucia H Bailey and Stephen M Bailey fund?

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.