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Nonprofit · EIN 59-3154364

BAILEY FAMILY FOUNDATION INC

Tax-exempt · VERO BEACH, FL 32964

Financials

$567K$514K2023$211K$388K2024$842K$542K2025
Revenue Expenses · by fiscal year end
Financials of BAILEY FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$842,157$542,238$299,919$2,877,787$0$2,877,787
December 31, 2024990-PF$211,034$387,602-$176,568$2,578,794$0$2,578,794
December 31, 2023990-PF$566,776$513,824$52,952$2,755,965$0$2,755,965
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$210,708
Interest
$4,790
Net gain from sales of assets
$626,659

Expenses

Grants and similar amounts paid
$488,000
Compensation of officers, directors and key employees
$49,953
Disbursements for charitable purposes
$541,569
Excise tax on investment income
$12,757

Balance sheet and other

Total assets, start of year
$2,578,794
Total assets, end of year
$2,877,787
Total liabilities, end of year
$0
Net assets, end of year
$2,877,787
Fair market value of assets
$12,205,269
Qualifying distributions
$541,569
Net investment income
$918,463

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BLYTHE L BURGE
14 BARNHILL ROAD, FLETCHER, NC 28732
SEC/DIRECTOR10$49,953
LUCIA H BAILEY
PO BOX 3486, VERO BEACH, FL 32964
PRES/DIRECTOR5$0
J VINCENT BOYLE
700 20TH STREET, VERO BEACH, FL 32960
V.P./TREAS/DIR1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
BLYTHE L BURGE
14 BARNHILL ROAD, FLETCHER, NC 28732
SEC/DIRECTOR10$49,980
LUCIA H BAILEY
PO BOX 3486, VERO BEACH, FL 32964
PRES/DIRECTOR5$0
J VINCENT BOYLE
700 20TH STREET, VERO BEACH, FL 32960
V.P./TREAS/DIR1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
BLYTHE L BURGE
14 BARNHILL ROAD, FLETCHER, NC 28732
SEC/DIRECTOR10$49,980
LUCIA H BAILEY
PO BOX 3486, VERO BEACH, FL 32964
PRES/DIRECTOR5$0
J VINCENT BOYLE
700 20TH STREET, VERO BEACH, FL 32960
V.P./TREAS/DIR1$0

Address and contacts

Address (IRS master file)
PO BOX 3486, VERO BEACH, FL 32964-0000
In care of
% STEPHEN M BAILEY
Signed the 990-PF
LUCIA H BAILEY, PRESIDENT
Phone
(772) 562-4158
Return prepared by
OFFUTT BARTON SCHLITT LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
59-3154364
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1993
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,877,787
Income (IRS master file)
$1,129,380

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$842,157$542,238$2,877,787XML
990-PFDecember 2024$211,034$387,602$2,578,794XML
990-PFDecember 2023$566,776$513,824$2,755,965XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-3154364).

Questions about BAILEY FAMILY FOUNDATION INC

What is the EIN of BAILEY FAMILY FOUNDATION INC?
The employer identification number (EIN) of BAILEY FAMILY FOUNDATION INC is 59-3154364.
Is BAILEY FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to BAILEY FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BAILEY FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of BAILEY FAMILY FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BAILEY FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of BAILEY FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $49,953 (BLYTHE L BURGE, SEC/DIRECTOR).
How much revenue does BAILEY FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $842,157, expenses of $542,238 and total assets of $2,877,787 at year end.

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