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

Before you apply to The Long Bay Charitable Foundation C/O Phoenix Bay Ventures

Preselected only Doesn't accept unsolicited requests for funds, per its 2024 Form 990-PF.

Often funds new orgs 57% of recent recipients were first-time grantees (2022–2024).

Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.

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

Education
$2,827,115 19 grants
Religion & Spirituality
$2,080,000 3 grants
Unspecified
$4,067,779 48 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.

See the full picture for THE LONG BAY CHARITABLE FOUNDATION C/O PHOENIX BAY VENTURES

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