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· Private foundation

The Lucia H Bailey and Stephen M Bailey 2016 Family Foundation Inc

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$412k
Granted FY2024still arriving
44
Grants FY2024still arriving
17
States reached
$90k
Largest
01What you fund
01

What you funded, over time

By grantee IRS cause code (NTEE).

A cause breakdown isn’t shown here: 59% of THE LUCIA H BAILEY AND STEPHEN M BAILEY 2016 FAMILY FOUNDATION INC’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.

02FY2024 · 44 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

  • Under $10k29 grants · $147k
  • $10k–50k14 grants · $175k
  • $50k–250k1 grant · $90k
$6,500
Median grant
17
States reached
$1.2M
Total assets
Largest grants
RecipientAmount
REACH ORLANDO CHURCH$90,000
VNA HOSPICE FOUNDATION INC$30,000
JUDICIAL WATCH INC$21,000
HOPE HELPS INC$11,500
HILLSDALE COLLEGE$11,000
COMMEMORATIVE AIR FORCE$11,000
ASSOCIATION OF SOUTHEASTERN BIOLOGISTS$10,500
SAMARITANS PURSE$10,000
LIBERTY COUNSEL$10,000
AMERICAN BONANZA SOCIETY$10,000
TURNING POINT USA$10,000
ST FRANCIS MANOR OF VERO BEACH$10,000
BEERSHEBA SPRINGS MEDICAL CLINIC$10,000
NEWBERRY CHRISTIAN COMMUNITY SCHOOL$10,000
COVENANT HOUSE FLORIDA$10,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY22–24, $111k) land where the poverty rate runs at 12%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 10%HOPE HELPS INC: $12k → 11%WOUNDED WARRIOR PROJECT: $6k → 13%WOUNDED WARRIOR PROJECT: $5k → 14%HOPE HELPS INC: $5k → 11%THE ARC OF LEVY COUNTY: $4k → 16%BOYS TOWN CENTRAL FLORIDA: $10k → 11%FREEDOM RIDE INC: $5k → 13%THE ARC OF LEVY COUNTY: $3k → 16%BOYS TOWN CENTRAL FLORIDA: $10k → 11%CHRISTIAN SERVICE CENTER FOR CENTRAL FLORIDA: $8k → 13%CHRISTIAN SERVICE CENTER FOR CENTRAL FLORIDA: $8k → 13%CHRISTIAN SERVICE CENTER FOR CENTRAL FLORIDA: $2k → 13%COVENANT HOUSE FLORIDA: $10k → 13%COVENANT HOUSE FLORIDA: $10k → 13%COVENANT HOUSE FLORIDA: $10k → 13%DOWN SYNDROME ASSOCIATION OF CENTRAL FLORIDA: $3k → 13%DOWN SYNDROME ASSOCIATION OF CENTRAL FLORIDA: $2k → 13%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

Which US states your grants reach

IL
WI
MI
NY
IA
CT
CA
CO
KY
VA
MD
AZ
KS
TN
NC
DC
LA
AL
GA
TX
FL

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

90%of every dollar goes to organizations you’ve funded before.
$1.1M · 47 repeat orgs$119k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +26% since the first grant, against +23% for the ones you funded once.

47 repeat relationships — 39 still active in FY2024, 8 since wound down; 4 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

47
19

Total granted

$1.1M
$81k

Median revenue growth · since first grant

+26%
+23%

Still filing today

77%
53%

New vs renewed · share of each year

In FY2024, 90% of grant dollars renewed an existing relationship; $39k went to new ones.

50%100%’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’22’23’24
Human ServicesHealthEducationPublic BenefitArts & CultureCivil RightsOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • JUDICIAL WATCH INC
    3× · 2022–2024 · $56k · revenue +24%
  • TC
    THE COMMEMORATIVE AIR FORCE
    3× · 2022–2024 · $32k · revenue +25%
  • SF
    ST FRANCIS MANOR OF VERO BEACHINC
    3× · 2022–2024 · $31k · revenue +23%

Funded once

  • DF
    DAWSON FAMILY OF FAITH
    one grant, 2022 · $10k
  • SHRINERS HOSPITALS FOR CHILDRENgraduated
    one grant, 2023 · $7k · revenue +67%
  • FW
    FREEDOM WATCH INC CENTER FOR ECONOMIC JUSTICE
    one grant, 2022 · $7k · revenue -25%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

2
Federation of State Medical Boards of the United States Inc

The fsmb serves as the voice for state medical boards, supporting them through education, assessment, research and advocacy while providing services and initiatives that promote patient safety, quality health care and regulatory best…

Health
3
American Foreign Service Association

American foreign service association (afsa) is both the principal advocate for the long-term institutional wellbeing of the professional career foreign service and responsible for safeguarding the interest of afsa members. (continued on…

4
Air & Space Forces Association

The air & space forces association (afa) is a nonprofit, independent, professional military, and aerospace education association. the association's mission is to promote dominant u.s. air and space forces as the foundation of a strong…

Education
5
Air Transport Association of America Inc

Airlines for america (a4a) vigorously advocates for america's airlines as models of safety, customer service, and environmental responsibility; and as the indispensable network that drives our nation's economy and global…

6
Shield of Faith Missions

Sof is called to empower warriors to find purpose, be resilient, and live well. we develop and provide customized treatment plans for veterans through our national network of partners.

Religion
7
Embry-Riddle Aeronautical University Inc

Embry-riddle is the world leader in aviation and aerospace higher education. its mission is to teach the science, practice and business of aviation and aerospace, preparing students for productive careers and leadership roles in business,…

Education
8
United States Telecom Association

See schedule oustelecom exists to ensure members can compete, grow and thrive to build a world where families, enterprises and communities are connected through the power of broadband.our member companies have committed a considerable…

9
Internet Society Foundation

At the internet society foundation, we focus on funding initiatives that strengthen the internet in function and reach so that it can effectively serve all people. our work advances the vision of the internet society (isoc): the internet…

International
10
Us Naval Academy Foundation Inc

To support, promote, and advance the mission of the naval academy.

Education
11
Furman University

The primary mission of furman as a liberal arts institution is to provide a distinctive education in fine arts, humanities, social sciences, mathematics and the sciences, as well as selected professional disciplines.

Education
12
St Joseph's Hospital of Tampa Foundation Inc

St. joseph's hospitals foundation secures, manages and stewards philanthropic support to benefit the health care mission of st. joseph's hospital, st. joseph's women's hospital, st. joseph's children's hospital of tampa, st. joseph's…

Health

For reference, the grantee most central to the portfolio’s shape is The Heritage Foundation and the most unlike its peers is Flip the Hourglass Foundation Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

← shrinkinggrowing →↓ leaning in → pulling backsteadyEnvironmental Conservation …Health Access Advocacy and …Local History MuseumsMilitary Veterans SupportYouth Sports ProgramsFood Banks and PantriesCancer Support ServicesCommunity FoundationsDomestic Violence ServicesChristian Youth CampsEquine Therapy ProgramsPolicy Research and Advocacy
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 33 years old; the field is 12. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number27%0%<5yr16%6%5–10yr20%22%10–20yr15%26%20–35yr9%32%35–55yr12%14%55yr+
THE FIELDby orgYOUR MONEYby value27%0%<5yr16%7%5–10yr20%29%10–20yr15%23%20–35yr9%32%35–55yr12%9%55yr+

The field is 27% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close 2% lost their exemption, against 17% of the field you don’t fund.

orgs you fund
2%1/55
the rest of the field
17%
17,089/102,989

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

52 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 52 of the 72 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

1
Load-bearing (≥25% of a budget)
6
Early backer (in before they grew)
49/52
Grantees still filing
38/52
Grew since you first funded

Where your money sits — by cause, then by grantee

REACH ORLANDO CHURCH — $308,000 · OtherREACH ORLANDO CHURCHLIBERTY COUNSEL INC — $35,000 · OtherST FRANCIS MANOR OF VERO BEACHINC — $30,500 · OtherTHE ASSOCIATION OF SOUTHEASTERN BIOLOGISTS — $30,500 · OtherAMERICAN BONANZA SOCIETY — $30,000 · OtherVNA HOSPICE FOUNDATION INC — $30,000 · OtherSPIRIT OF JOY CHURCH — $27,500 · Other+35 more — $285,750 · Other+35 moreCOVENANT HOUSE FLORIDA INC — $30,000 · Human ServicesCOVENANT H…Boys Town Central Florida Inc — $20,000 · Human ServicesBoys Town …CHRISTIAN SERVICE CENTER FOR CENTRAL FLORIDA INC — $18,000 · Human ServicesCHRISTIAN …HOPE HELPS INC — $16,500 · Human ServicesHOPE HELPS…WOUNDED WARRIOR PROJECT INC — $10,500 · Human ServicesWOUNDED WA…THE ARC OF LEVY COUNTY INC — $6,500 · Human ServicesTHE ARC OF…FREEDOM RIDE INC — $5,000 · Human ServicesCentral Florida Down Syndrome Assoc Inc — $4,500 · Human Services+1 more — $2,000 · Human ServicesHILLSDALE COLLEGE — $31,000 · EducationHILLSDALE…NEWBERRY CHRISTIAN COMMUNITY SCHOOL INC GAINESVILLE CHRISTIAN COMMUNITY SCHOOL — $30,000 · EducationNEWBERRY …LIVE OAK WILDERNESS CAMP — $20,500 · EducationLIVE OAK …STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION — $17,000 · EducationSTEPHEN S…AMERICAN CORNERSTONE INSTITUTE INC — $5,000 · Education+1 more — $3,000 · EducationBEERSHEBA SPRINGS MEDICAL CLINIC — $29,000 · HealthGrace Medical Home Inc — $16,500 · HealthST JUDE CHILDREN'S RESEARCH HOSPITAL INC — $14,500 · HealthHealthwell Foundation — $9,000 · HealthSHRINERS HOSPITALS FOR CHILDREN — $7,000 · HealthAmerican Diabetes Association — $5,000 · HealthJUDICIAL WATCH INC — $56,000 · Public BenefitTHE HERITAGE FOUNDATION — $14,000 · Public BenefitCOAST GUARD FOUNDATION INC — $7,500 · Public BenefitTHE COMMEMORATIVE AIR FORCE — $32,000 · Arts & CultureNAVAL AVIATION MUSEUM FOUNDATION INC — $10,500 · Arts & CultureLevy County Historical Society Inc — $6,500 · Arts & CultureSOUTHEASTERN LEGAL FOUNDATION INC — $12,500 · Civil RightsNATIONAL FOUNDATION FOR GUN RIGHTS INC — $9,000 · Civil RightsFREEDOM WATCH INC CENTER FOR ECONOMIC JUSTICE — $7,000 · Civil Rights
Other$777,250Human Services$113,000Education$106,500Health$81,000Public Benefit$77,500Arts & Culture$49,000Civil Rights$28,500

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$10k$100k$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetJUDICIAL WATCH INC — $56,000 over 3y, 0.0% of budgetTHE COMMEMORATIVE AIR FORCE — $32,000 over 3y, 0.1% of budgetHILLSDALE COLLEGE — $31,000 over 3y, 0.0% of budgetST FRANCIS MANOR OF VERO BEACHINC — $30,500 over 3y, 1.5% of budgetTHE ASSOCIATION OF SOUTHEASTERN BIOLOGISTS — $30,500 over 3y, 4.1% of budgetCOVENANT HOUSE FLORIDA INC — $30,000 over 3y, 0.1% of budgetNEWBERRY CHRISTIAN COMMUNITY SCHOOL INC GAINESVILLE CHRISTIAN COMMUNITY SCHOOL — $30,000 over 2y, 1.0% of budgetBEERSHEBA SPRINGS MEDICAL CLINIC — $29,000 over 3y, 3.8% of budgetHABITAT FOR HUMANITY NORTHWOODS INC — $22,500 over 3y, 1.4% of budgetTURNING POINT USA INC — $22,500 over 3y, 0.0% of budgetSAMARITAN'S PURSE — $22,000 over 3y, 0.0% of budgetLIVE OAK WILDERNESS CAMP — $20,500 over 2y, 0.8% of budgetDAVID HOROWITZ FREEDOM CENTER — $20,500 over 3y, 0.1% of budgetBoys Town Central Florida Inc — $20,000 over 2y, 0.1% of budgetCHRISTIAN SERVICE CENTER FOR CENTRAL FLORIDA INC — $18,000 over 3y, 0.2% of budgetSTEPHEN SILLER TUNNEL TO TOWERS FOUNDATION — $17,000 over 3y, 0.0% of budgetGrace Medical Home Inc — $16,500 over 2y, 0.2% of budgetHOPE HELPS INC — $16,500 over 2y, 0.3% of budgetVALIANT AIR COMMAND INC — $15,000 over 2y, 1.2% of budgetST JUDE CHILDREN'S RESEARCH HOSPITAL INC — $14,500 over 3y, 0.0% of budgetTHE HERITAGE FOUNDATION — $14,000 over 3y, 0.0% of budgetPROJECT BELOVED THE MOLLY JANE MISSION — $12,500 over 2y, 1.8% of budgetSOUTHEASTERN LEGAL FOUNDATION INC — $12,500 over 2y, 0.2% of budgetTHE AOPA FOUNDATION INC — $11,000 over 2y, 0.0% of budgetWOUNDED WARRIOR PROJECT INC — $10,500 over 2y, 0.0% of budgetNAVAL AVIATION MUSEUM FOUNDATION INC — $10,500 over 2y, 0.1% of budgetHealthwell Foundation — $9,000 over 2y, 0.0% of budgetTHE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES — $9,000 over 2y, 0.0% of budgetNATIONAL FOUNDATION FOR GUN RIGHTS INC — $9,000 over 2y, 0.3% of budgetUDT - SEAL MUSEUM ASSOCIATION INC — $9,000 over 3y, 0.1% of budgetThe Colorado Trail Foundation — $8,500 over 3y, 0.4% of budgetCOAST GUARD FOUNDATION INC — $7,500 over 3y, 0.0% of budgetSHRINERS HOSPITALS FOR CHILDREN — $7,000 over 1y, 0.0% of budgetFREEDOM WATCH INC CENTER FOR ECONOMIC JUSTICE — $7,000 over 1y, 0.5% of budgetTHE ARC OF LEVY COUNTY INC — $6,500 over 2y, 1.1% of budgetFLIP THE HOURGLASS FOUNDATION INC — $5,000 over 1y, 100% of budgetAmerican Diabetes Association — $5,000 over 2y, 0.0% of budgetAMERICAN CORNERSTONE INSTITUTE INC — $5,000 over 1y, 0.1% of budgetFREEDOM RIDE INC — $5,000 over 1y, 0.5% of budgetCITIZENS AGAINST GOVERNMENT WASTE — $4,500 over 2y, 0.1% of budgetCentral Florida Down Syndrome Assoc Inc — $4,500 over 2y, 0.3% of budgetOPERATION HOMEFRONT INC — $4,000 over 1y, 0.0% of budgetThe Moody Bible Institute of Chicago — $3,000 over 1y, 0.0% of budgetTRACK SHACK YOUTH FOUNDATION INC AKA TRACK SHACK FOUNDATION INC — $3,000 over 2y, 1.5% of budgetYoung America's Foundation — $2,500 over 1y, 0.0% of budgetPACIFIC CREST TRAIL ASSOCIATION — $2,500 over 1y, 0.1% of budgetMARINE TOYS FOR TOTS FOUNDATION — $2,500 over 1y, 0.0% of budgetFREEDOM ALLIANCE — $2,500 over 1y, 0.0% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Bailey Family Foundation IncFL17.7× affinity6 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Bailey Family Foundation Inc · Magruder Chesley G Fdn Im · Universal Orlando Foundation Inc · The Dr P Phillips Foundation · Adventist Health SystemSunbelt Inc · Dorbarleo Foundation Inc · John P & Kathryn G Evans Foundation · Harper Family Charitable Foundation Inc · Orlando Health Inc · The Chatlos Foundation Inc · Farrell Family Foundation · Central Florida Foundation

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization The Lucia H Bailey and Stephen M Bailey 2016 Family Foundation Inc funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.

2024
202122232425
no gov · 100%6%25%56%100%your share of their income ↑0%23%45%68%90%share of the org’s income from governmentmedian 0%
  • Naval Aviation Museum Foundation Inc13% of income from government
  • Covenant House Florida Inc1% of income from government
  • Second Harvest Food Bank of Central Florida Inc0% of income from government
  • The Arc of Levy County Inc0% of income from government
  • Wounded Warrior Project Inc0% of income from government
  • Shriners Hospitals for Children0% of income from government
no gov moneyreceives it· size = income
10get no government money at all
7report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–90%
typical government reliance, FY2025

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to The Lucia H Bailey and Stephen M Bailey 2016 Family Foundation Inc?

Find your warmest path to The Lucia H Bailey and Stephen M Bailey 2016 Family Foundation Inc through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 72 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

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