Long Bay Charitable Foundation

Bonita Springs, FL
Tax-exempt since April 1981
EIN: 13-3047543

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$724k (2024)

Expenses

$1.09M (2024)

Total Assets

$2.88M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$724,200

Expenses

$1,089,003

Net Income

-$364,803

Net Assets

$2,877,063

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,633	5.1%
Sales of Assets	$613,537	84.7%
Other Income	$74,030	10.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,046,239	96.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,877,063
Total Liabilities	$0
Net Assets	$2,877,063

Compensation

Key Employees and Officers	Compensation	Other
Louise S Ukleja (Vice President)	$0	$0
Linda S Lucas (Vice President)	$0	$0
David Lucas (Chairman)	$0	$0
Brian Lucas (President)	$0	$0

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990-PF

Filed on Nov. 6, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2023

Revenue

$364,984

Expenses

$1,036,008

Net Income

-$671,024

Net Assets

$3,241,866

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,885	4.9%
Sales of Assets	$341,562	93.6%
Other Income	$5,537	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$769,347	74.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,241,866
Total Liabilities	$0
Net Assets	$3,241,866

Compensation

Key Employees and Officers	Compensation	Other
Louise S Ukleja (Vice President)	$0	$0
Linda S Lucas (Vice President)	$0	$0
David Lucas (Chairman)	$0	$0
Brian Lucas (President)	$0	$0

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990-PF

Filed on Nov. 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$5,499,132

Expenses

$5,577,545

Net Income

-$78,413

Net Assets

$3,912,890

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,740,196	49.8%
Interest Revenue	$0
Dividends	$20,469	0.4%
Sales of Assets	$2,738,467	49.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,526,253	99.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,912,890
Total Liabilities	$0
Net Assets	$3,912,890

Compensation

Key Employees and Officers	Compensation	Other
Louise S Ukleja (Vice President)	$0	$0
Linda S Lucas (Vice President)	$0	$0
David Lucas (Chairman)	$0	$0
Brian Lucas (President)	$0	$0

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990-PF

Filed on Nov. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$459,322

Expenses

$155,476

Net Income

$303,846

Net Assets

$3,991,303

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,739	8.4%
Sales of Assets	$420,583	91.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,182	55.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,991,303
Total Liabilities	$0
Net Assets	$3,991,303

Compensation

Key Employees and Officers	Compensation	Other
Louise S Ukleja (Vice President)	$0	$0
Linda S Lucas (Vice President)	$0	$0
David Lucas (Chairman)	$0	$0
Brian Lucas (President)	$0	$0

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990-PF

Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$632,789

Expenses

$515,809

Net Income

$116,980

Net Assets

$3,687,456

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,133	3.0%
Sales of Assets	$613,656	97.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$482,546	93.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,687,457
Total Liabilities	$1
Net Assets	$3,687,456

Compensation

Key Employees and Officers	Compensation	Other
Louise S Ukleja (Vice President)	$0	$0
Linda S Lucas (Vice President)	$0	$0
David Lucas (Chairman)	$0	$0
Brian Lucas (President)	$0	$0

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990-PF

Filed on Nov. 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2019

Revenue

$842,853

Expenses

$532,891

Net Income

$309,962

Net Assets

$3,570,476

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$576,299	68.4%
Interest Revenue	$0
Dividends	$18,615	2.2%
Sales of Assets	$247,939	29.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$501,860	94.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,570,477
Total Liabilities	$1
Net Assets	$3,570,476

Compensation

Key Employees and Officers	Compensation	Other
Edward G Beimfohr (Secretary)	$0	$0
Louise S Ukleja (Vice President)	$0	$0
Linda S Lucas (Vice President)	$0	$0
David Lucas (Chairman/President)	$0	$0

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990-PF

Filed on Oct. 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$545,283

Expenses

$155,463

Net Income

$389,820

Net Assets

$3,260,515

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,500	3.4%
Sales of Assets	$526,783	96.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$128,100	82.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,260,515
Total Liabilities	$0
Net Assets	$3,260,515

Compensation

Key Employees and Officers	Compensation	Other
Edward G Beimfohr (Secretary)	$0	$0
Louise S Ukleja (Vice President)	$0	$0
Linda S Lucas (Vice President)	$0	$0
David Lucas (Chairman/President)	$0	$0

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990-PF

Filed on Sept. 5, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$497,560

Expenses

$573,655

Net Income

-$76,095

Net Assets

$2,870,695

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000	0.2%
Interest Revenue	$0
Dividends	$14,333	2.9%
Sales of Assets	$482,227	96.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$553,350	96.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,870,695
Total Liabilities	$0
Net Assets	$2,870,695

Compensation

Key Employees and Officers	Compensation	Other
Edward G Beimfohr (Secretary)	$0	$0
Louise S Ukleja (Vice President)	$0	$0
Linda S Lucas (Vice President)	$0	$0
David Lucas (Chairman/President)	$0	$0

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990-PF

Filed on Sept. 10, 2018

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2016

Revenue

$21,444

Expenses

$678,666

Net Income

-$657,222

Net Assets

$2,946,790

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,555	44.6%
Sales of Assets	$11,889	55.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$656,078	96.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,946,790
Total Liabilities	$0
Net Assets	$2,946,790

Compensation

Key Employees and Officers	Compensation	Other
Edward G Beimfohr (Secretary)	$0	$0
Louise S Ukleja (Vice President)	$0	$0
Linda S Lucas (Vice President)	$0	$0
David Lucas (Chairman/President)	$0	$0

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990-PF

Filed on Aug. 24, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$103,787

Expenses

$1,156,716

Net Income

-$1,052,929

Net Assets

$3,604,012

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,087	17.4%
Sales of Assets	$85,700	82.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,125,997	97.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,604,012
Total Liabilities	$0
Net Assets	$3,604,012

Compensation

Key Employees and Officers	Compensation	Other
Edward G Beimfohr (Secretary)	$0	$0
Louise S Ukleja (Vice President)	$0	$0
Linda S Lucas (Vice President)	$0	$0
David Lucas (Chairman/President)	$0	$0

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990-PF

Filed on Aug. 9, 2016

Primary tax return for a private foundation's activities, finances, and governance

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PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$532,031

Expenses

$109,670

Net Income

$422,361

Net Assets

$4,135,694

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,824	5.0%
Sales of Assets	$505,207	95.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,730	71.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,135,694
Total Liabilities	$0
Net Assets	$4,135,694

Compensation

Key Employees and Officers	Compensation	Other
Edward G Beimfohr (Secretary)	$0	$0
Louise S Ukleja (Vice President)	$0	$0
Linda S Lucas (Vice President)	$0	$0
David Lucas (Chairman/President/Treasur)	$0	$0

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990-PF

Filed on June 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$1,030,680

Expenses

$90,850

Net Income

$939,830

Net Assets

$3,713,333

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$550,000	53.4%
Interest Revenue	$0
Dividends	$21,108	2.0%
Sales of Assets	$459,572	44.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,391	64.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,713,333
Total Liabilities	$0
Net Assets	$3,713,333

Compensation

Key Employees and Officers	Compensation	Other
Edward G Beimfohr (Secretary)	$0	$0
Louise S Ukleja (Vice President)	$0	$0
Linda S Lucas (Vice President)	$0	$0
David Lucas (Chairman/President/Treasur)	$0	$0

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990-PF

Filed on Aug. 25, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$568,404

Expenses

$417,788

Net Income

$150,616

Net Assets

$2,773,502

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,182	4.8%
Sales of Assets	$541,222	95.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$389,500	93.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,773,503
Total Liabilities	$1
Net Assets	$2,773,502

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$563,276

Expenses

$1,647,296

Net Income

-$1,084,020

Net Assets

$3,044,134

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,000	4.4%
Interest Revenue	$0
Dividends	$11,887	2.1%
Sales of Assets	$526,389	93.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,620,500	98.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,044,134
Total Liabilities	$0
Net Assets	$3,044,134

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Long Bay Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $724k (2024)

Expenses $1.09M (2024)

Total Assets $2.88M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$724k (2024)

Expenses

$1.09M (2024)

Total Assets

$2.88M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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