Nonprofit · EIN 81-5460299
LUCIA H BAILEY & STEPHEN M BAILEY 2016 FAMILY FOUNDATION INC
Tax-exempt · WINTER PARK, FL 32793
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $418,190 | $462,313 | -$44,123 | $1,248,342 | $0 | $1,248,342 |
| December 31, 2023 | 990-PF | $408,958 | $488,166 | -$79,208 | $1,292,465 | $0 | $1,292,465 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $210,036
- Net gain from sales of assets
- $208,154
Expenses
- Grants and similar amounts paid
- $412,000
- Compensation of officers, directors and key employees
- $35,000
- Disbursements for charitable purposes
- $461,928
- Excise tax on investment income
- $5,807
Balance sheet and other
- Total assets, start of year
- $1,292,465
- Total assets, end of year
- $1,248,342
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,248,342
- Fair market value of assets
- $10,843,575
- Qualifying distributions
- $461,928
- Net investment income
- $418,190
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK S BAILEY PO BOX 4546, WINTER PARK, FL 327934546 | PRESIDENT/DIRECTOR | 6 | $25,000 |
| DONNA J BAILEY PO BOX 4546, WINTER PARK, FL 327934546 | VICE PRESIDENT/DIRECTOR | 3 | $10,000 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK S BAILEY PO BOX 4546, WINTER PARK, FL 327934546 | PRESIDENT/DIRECTOR | 6 | $20,000 |
| DONNA J BAILEY PO BOX 4546, WINTER PARK, FL 327934546 | VICE PRESIDENT/DIRECTOR | 3 | $10,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 4546, WINTER PARK, FL 32793-4546
- Signed the 990-PF
- MARK S BAILEY, PRESIDENT/DIRECTOR
- Phone
- (407) 619-4265
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-5460299
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,248,342
- Income (IRS master file)
- $461,157
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $418,190 | $462,313 | $1,248,342 | IRS |
| 990-PF | December 2023 | $408,958 | $488,166 | $1,292,465 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 81-5460299).
Questions about LUCIA H BAILEY & STEPHEN M BAILEY 2016 FAMILY FOUNDATION INC
- What is the EIN of LUCIA H BAILEY & STEPHEN M BAILEY 2016 FAMILY FOUNDATION INC?
- The employer identification number (EIN) of LUCIA H BAILEY & STEPHEN M BAILEY 2016 FAMILY FOUNDATION INC is 81-5460299.
- Is LUCIA H BAILEY & STEPHEN M BAILEY 2016 FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to LUCIA H BAILEY & STEPHEN M BAILEY 2016 FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LUCIA H BAILEY & STEPHEN M BAILEY 2016 FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LUCIA H BAILEY & STEPHEN M BAILEY 2016 FAMILY FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LUCIA H BAILEY & STEPHEN M BAILEY 2016 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 2024.
- Who are the officers and directors of LUCIA H BAILEY & STEPHEN M BAILEY 2016 FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $25,000 (MARK S BAILEY, PRESIDENT/DIRECTOR).
- How much revenue does LUCIA H BAILEY & STEPHEN M BAILEY 2016 FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $418,190, expenses of $462,313 and total assets of $1,248,342 at year end.
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