Private Foundation

THE LONG BAY CHARITABLE FOUNDATION C/O PHOENIX BAY VENTURES

THE LONG BAY CHARITABLE FOUNDATION C/O PHOENIX BAY VENTURES is a Private Foundation headquartered in BONITA SPRINGS, FL. Financial data from the 2024 filing: $724K revenue, $1.1M expenses, $2.9M total assets. IRS filings disclose 70 grants awarded by this foundation, totaling roughly $9.0M.

EIN: 133047543 BONITA SPRINGS, FL Latest filing: 2024

Total Revenue$724K

Total Expenses$1.1M

Total Assets$2.9M

Grants Given70

Grant Total$9.0M

Filing Years2019–2024

Sample Grants Given

HABITAT FOR HUMANITY

BELLFLOWER, CA · 2024

SOCIETAL

$666,665

WINSTON SCHOOL

DEL MAR, CA · 2024

EDUCATIONAL

$250,000

HABITAT FOR HUMANITY

NORTH FORT MYERS, FL · 2024

SOCIETAL

$64,750

CANTERBURY SCHOOL

FORT MYERS, FL · 2024

EDUCATIONAL

$15,000

UNITED WAY

FORT MYERS, FL · 2024

SOCIETAL

$10,000

Showing up to 5 of 70 total records — full history available with membership.

Officers & Directors

PRESIDENT Brian Lucas

CHAIRMAN David Lucas

VICE PRESIDENT Linda S Lucas

VICE PRESIDENT Louise S Ukleja

Officer compensation and complete director data available with membership.

Top Grant Purposes

SOCIETAL

$4,067,779 48 grants

EDUCATIONAL

$2,827,115 19 grants

RELIGIOUS

$2,080,000 3 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$724K	$1.1M	$2.9M
2023	$365K	$1.0M	$3.2M
2022	$5.5M	$5.6M	$3.9M
2020	$633K	$516K	$3.7M
2019	$843K	$533K	$3.6M

Between 2019 and 2024, reported annual revenue declined from $843K to $724K (-14%), with total assets most recently reported at $2.9M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, DC, FL, GA, IN, MD, and 3 other states.

CADCFLGAINMDMSNYVA

Full geographic grant map with state-by-state breakdown available with membership.

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