Bailey Family Foundation Inc

Vero Beach, FL
Tax-exempt since Oct. 1993
EIN: 59-3154364

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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

$842k (2025)

Expenses

$542k (2025)

Total Assets

$2.88M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

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.
2025

Revenue

$842,157

Expenses

$542,238

Net Income

$299,919

Net Assets

$2,877,787

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,790	0.6%
Dividends	$210,708	25.0%
Sales of Assets	$626,659	74.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$541,569	99.9%
Compensation of Officers*	$49,953	9.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,877,787
Total Liabilities	$0
Net Assets	$2,877,787

Compensation

Key Employees and Officers	Compensation	Other
Blythe L Burge (Sec/Director)	$49,953	$0
Lucia H Bailey (Pres/Director)	$0	$0
J Vincent Boyle (V.P./Treas/Dir)	$0	$0

990-PF

Filed on Feb. 4, 2026

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

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Fiscal Year Ending Dec.
2024

Revenue

$211,034

Expenses

$387,602

Net Income

-$176,568

Net Assets

$2,578,794

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,817	1.8%
Dividends	$207,185	98.2%
Sales of Assets	$32	0.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$377,267	97.3%
Compensation of Officers*	$49,980	12.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,578,794
Total Liabilities	$0
Net Assets	$2,578,794

Compensation

Key Employees and Officers	Compensation	Other
Blythe L Burge (Sec/Director)	$49,980	$0
Lucia H Bailey (Pres/Director)	$0	$0
J Vincent Boyle (V.P./Treas/Dir)	$0	$0

990-PF

Filed on April 7, 2025

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

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XML

Fiscal Year Ending Dec.
2023

Revenue

$566,776

Expenses

$513,824

Net Income

$52,952

Net Assets

$2,755,965

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,973	1.1%
Dividends	$210,788	37.2%
Sales of Assets	$350,015	61.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$504,863	98.3%
Compensation of Officers*	$49,980	9.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,755,965
Total Liabilities	$0
Net Assets	$2,755,965

Compensation

Key Employees and Officers	Compensation	Other
Blythe L Burge (Sec/Director)	$49,980	$0
Lucia H Bailey (Pres/Director)	$0	$0
J Vincent Boyle (V.P./Treas/Dir)	$0	$0

990-PF

Filed on Feb. 29, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$438,618

Expenses

$585,911

Net Income

-$147,293

Net Assets

$2,692,385

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$504	0.1%
Dividends	$211,176	48.1%
Sales of Assets	$226,938	51.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$583,406	99.6%
Compensation of Officers*	$49,920	8.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,692,385
Total Liabilities	$0
Net Assets	$2,692,385

Compensation

Key Employees and Officers	Compensation	Other
Blythe L Burge (Sec/Director)	$49,920	$0
Lucia H Bailey (Pres/Director)	$0	$0
J Vincent Boyle (V.P./Treas/Dir)	$0	$0

990-PF

Filed on Feb. 11, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$320,816

Expenses

$695,711

Net Income

-$374,895

Net Assets

$2,841,403

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$75,000	23.4%
Interest Revenue	$334	0.1%
Dividends	$274,948	85.7%
Sales of Assets	-$29,466
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$691,594	99.4%
Compensation of Officers*	$49,900	7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,841,403
Total Liabilities	$0
Net Assets	$2,841,403

Compensation

Key Employees and Officers	Compensation	Other
Blythe L Burge (Sec/Director)	$49,900	$0
Lucia H Bailey (Pres/Director)	$0	$0
J Vincent Boyle (V.P./Treas/Dir)	$0	$0

990-PF

Filed on March 8, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$506,230

Expenses

$944,095

Net Income

-$437,865

Net Assets

$5,424,110

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	19.8%
Interest Revenue	$216	0.0%
Dividends	$421,796	83.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$934,171	98.9%
Compensation of Officers*	$77,000	8.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,424,111
Total Liabilities	$1
Net Assets	$5,424,110

Compensation

Key Employees and Officers	Compensation	Other
Blythe L Burge (V.P. / Director)	$77,000	$0
Stephen M Bailey (Pres/Trea)	$0	$0
Lucia H Bailey (V.P./Secy)	$0	$0
J Vincent Boyle (V.P. / Director)	$0	$0

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990-PF

Filed on March 19, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$699,691

Expenses

$729,590

Net Income

-$29,899

Net Assets

$5,866,288

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$300,000	42.9%
Interest Revenue	$8,288	1.2%
Dividends	$407,067	58.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$720,504	98.8%
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	$5,866,289
Total Liabilities	$1
Net Assets	$5,866,288

Compensation

Key Employees and Officers	Compensation	Other
Stephen M Bailey (Pres/Trea)	$0	$0
Lucia H Bailey (V.P./Secy)	$0	$0
Blythe L Burge (V.P. / Director)	$0	$62,000
J Vincent Boyle (V.P. / Director)	$0	$0

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990-PF

Filed on Feb. 23, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$429,260

Expenses

$664,208

Net Income

-$234,948

Net Assets

$5,900,596

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	11.6%
Interest Revenue	$5,512	1.3%
Dividends	$373,694	87.1%
Sales of Assets	$54	0.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$652,725	98.3%
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	$5,900,596
Total Liabilities	$0
Net Assets	$5,900,596

Compensation

Key Employees and Officers	Compensation	Other
Stephen M Bailey (Pres/Trea)	$0	$0
Lucia H Bailey (V.P./Secy)	$0	$0
Blythe L Burge (V.P. / Director)	$0	$38,500
J Vincent Boyle (V.P. / Director)	$0	$0

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990-PF

Filed on March 11, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$932,337

Expenses

$487,520

Net Income

$444,817

Net Assets

$6,069,789

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$587,125	63.0%
Interest Revenue	$1,467	0.2%
Dividends	$343,786	36.9%
Sales of Assets	-$41
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$484,328	99.3%
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	$6,069,789
Total Liabilities	$0
Net Assets	$6,069,789

Compensation

Key Employees and Officers	Compensation	Other
Stephen M Bailey (Pres/Trea)	$0	$0
Lucia H Bailey (V.P./Secy)	$0	$0
Blythe L Burge (V.P. / Director)	$0	$33,000
J Vincent Boyle (V.P. / Director)	$0	$0

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990-PF

Filed on Jan. 30, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$1,739,871

Expenses

$559,873

Net Income

$1,179,998

Net Assets

$5,696,303

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,430,154	82.2%
Interest Revenue	$474	0.0%
Dividends	$304,402	17.5%
Sales of Assets	$4,841	0.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$559,445	99.9%
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	$5,696,303
Total Liabilities	$0
Net Assets	$5,696,303

Compensation

Key Employees and Officers	Compensation	Other
Stephen M Bailey (Pres/Trea)	$0	$0
Lucia H Bailey (V.P./Secy)	$0	$0
Blythe L Burge (V.P. / Director)	$0	$30,000
J Vincent Boyle (V.P. / Director)	$0	$0

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990-PF

Filed on March 10, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$518,785

Expenses

$587,147

Net Income

-$68,362

Net Assets

$4,497,920

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200,000	38.6%
Interest Revenue	$98	0.0%
Dividends	$299,144	57.7%
Sales of Assets	$19,543	3.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$581,230	99.0%
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	$4,497,920
Total Liabilities	$0
Net Assets	$4,497,920

Compensation

Key Employees and Officers	Compensation	Other
Stephen M Bailey (Pres/Trea)	$0	$0
Lucia H Bailey (V.P./Secy)	$0	$0

990-PF

Filed on Jan. 27, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$574,838

Expenses

$557,698

Net Income

$17,140

Net Assets

$4,570,337

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$275,000	47.8%
Interest Revenue	$34	0.0%
Dividends	$296,266	51.5%
Sales of Assets	$3,538	0.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$550,650	98.7%
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	$4,570,337
Total Liabilities	$0
Net Assets	$4,570,337

Compensation

Key Employees and Officers	Compensation	Other
Stephen M Bailey (Pres/Trea)	$0	$0
Lucia H Bailey (V.P./Secy)	$0	$0

990-PF

Filed on Feb. 6, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$307,663

Expenses

$444,833

Net Income

-$137,170

Net Assets

$4,555,615

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,851	1.9%
Interest Revenue	$330	0.1%
Dividends	$269,620	87.6%
Sales of Assets	$31,862	10.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$438,950	98.7%
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	$4,555,615
Total Liabilities	$0
Net Assets	$4,555,615

Compensation

Key Employees and Officers	Compensation	Other
Stephen M Bailey (Pres/Trea)	$0	$0
Lucia H Bailey (V.P./Secy)	$0	$0

990-PF

Filed on Feb. 21, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$1,200,147

Expenses

$366,323

Net Income

$833,824

Net Assets

$4,694,324

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$947,297	78.9%
Interest Revenue	$901	0.1%
Dividends	$251,381	20.9%
Sales of Assets	$568	0.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$361,370	98.6%
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	$4,694,325
Total Liabilities	$1
Net Assets	$4,694,324

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$436,792

Expenses

$323,300

Net Income

$113,492

Net Assets

$3,883,616

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$243,802	55.8%
Interest Revenue	$888	0.2%
Dividends	$211,712	48.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$318,729	98.6%
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	$3,883,617
Total Liabilities	$1
Net Assets	$3,883,616

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

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Updated March 23, 2026

Bailey Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $842k (2025)

Expenses $542k (2025)

Total Assets $2.88M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Dec. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

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

Revenue

$842k (2025)

Expenses

$542k (2025)

Total Assets

$2.88M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Dec.
2025

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.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001