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Bailie Family Foundation

Private foundationFoundations·1020 - 135 26 AVE SW · CALGARY, AB · T2S 0M2·BN 763412939RR0001

Last reported: F2024 filing · period ending 2024-12-31

This is a foundation: it mostly grants money to other charities, so program-spending ratios are the wrong lens. We show the share of spending disbursed to qualified donees instead.

This charity filed the simplified return, so some figures can't be computed. Fewer numbers, never invented ones.

What it does — in its own words

Ongoing programs

THE BAILIE FAMILY FOUNDATION RECEIVES FUNDS AND INVESTS THOSE FUNDS TO EARN INVESTMENT INCOME. THE FOUNDATION THEN MAKES DISBURSEMENTS OF PRINCIPAL AND INCOME FROM IT’S INVESTMENT HOLDINGS TO QUALIFIED DONEES THAT HAVE AS THEIR MANDATE TO SUPPORT THE GROWTH AND DEVELOPMENT NEEDS OF CHILDREN YOUTH AND/OR YOUNG ADULTS IN CANADA WITH A FOCUS BUT NOT EXCLUSIVELY ON DISADVANTAGED CHILDREN YOUTH AND/OR YOUNG ADULTS IN THE CALGARY/SOUTHERN ALBERTA AND IN THE BURLINGTON/SOUTHERN ONTARIO AREAS. THOSE GROWTH AND DEVELOPMENT NEEDS WOULD INCLUDE THEIR ACADEMIC/EDUCATIONAL PHYSICAL NUTRITIONAL/HEALT Show more

THE BAILIE FAMILY FOUNDATION RECEIVES FUNDS AND INVESTS THOSE FUNDS TO EARN INVESTMENT INCOME. THE FOUNDATION THEN MAKES DISBURSEMENTS OF PRINCIPAL AND INCOME FROM IT’S INVESTMENT HOLDINGS TO QUALIFIED DONEES THAT HAVE AS THEIR MANDATE TO SUPPORT THE GROWTH AND DEVELOPMENT NEEDS OF CHILDREN YOUTH AND/OR YOUNG ADULTS IN CANADA WITH A FOCUS BUT NOT EXCLUSIVELY ON DISADVANTAGED CHILDREN YOUTH AND/OR YOUNG ADULTS IN THE CALGARY/SOUTHERN ALBERTA AND IN THE BURLINGTON/SOUTHERN ONTARIO AREAS. THOSE GROWTH AND DEVELOPMENT NEEDS WOULD INCLUDE THEIR ACADEMIC/EDUCATIONAL PHYSICAL NUTRITIONAL/HEALTH RECREATIONAL/SPORT AND LIFE/SOCIAL SKILLS NEEDS. AMONG OTHER THINGS. BY WAY OF EXAMPLE DISBURSEMENTS MAY BE MADE TO QUALIFIED DONEES THAT SUPPORT: A) PROGRAMS READING PROGRAMS RECREATIONAL ACTIVITIES SPORTS ORGANIZATIONS AND EXTRACURRICULAR ACTIVITIES; AND B) THE EDUCATION OF YOUNG ADULTS THROUGH BURASARIES AND SCHOLARSHIPS.

Program descriptions from its F2024 T3010 filing, verbatim · self-reported · this is also the text our semantic search matches against. source ↗

Tier 1 — what we computed (open data)

From the charity's own F2024 T3010 filing. Self-reported; not independently verified. You can recompute every figure.

Disbursed to qualified donees

T1 · computed (open data)

88%

Per its F2024 T3010, this share of total spending went to other registered charities.

T3010 line 5050 ÷ 5100 · Self-reported on the T3010; not independently verified. source ↗

Operating overhead

T1 · computed (open data)

Management, administration, and fundraising as a share of total spending. We treat 5–35% as the typical range; we state the figure, you judge.

T3010 line (5010 + 5020) ÷ 4950 · Self-reported on the T3010; not independently verified. source ↗

Reserves

T1 · computed (open data)

Years current reserves could cover program spending.

Sector quartiles: 0.4 yr / 0.8 yr / 7.5 yr (p25 / median / p90).

T3010 line (4100 + 4140) ÷ 5000 · Self-reported on the T3010; not independently verified. source ↗

Total revenue

T1 · computed (open data)

$120K

Last-reported total revenue.

T3010 line 4700 · Self-reported on the T3010; not independently verified. source ↗

Donor-funded

T1 · computed (open data)

0%

Share of revenue from receipted donations.

T3010 line 4500 ÷ 4700 · Self-reported on the T3010; not independently verified. source ↗

Government-funded

T1 · computed (open data)

0%

Share of revenue from federal, provincial, and municipal sources.

T3010 line 4570 (or 4540+4550+4560) ÷ 4700 · Self-reported on the T3010; not independently verified. source ↗

Over the years

Every figure as filed at each fiscal period end, 20202024.

Period endRevenueCents to causeOverheadReserves
2020-12-31$1.1M
2021-12-31$50K
2022-12-31$120K
2023-12-31$1.7M
2024-12-31$120K
trend

From its T3010 filings (CRA annual releases) · self-reported, not audited by us · when a period is restated in a later release, the newest figures are shown · = cents-to-cause outside the valid 0–100% range (filing error; not used in rankings). source ↗

★ Tier 2 — Charity Intelligence (analyst-reviewed)

Not rated by Charity Intelligence. Their analysts cover 618 of Canada's 83,761 charities; absence of a rating says nothing about this charity. Our computed figures above stand on their own.

Board of directors

5 directors reported · 1 of 5at arm's length

  • BAILIE, ROBERT DTRUSTEEnot at arm's length
  • BAILIE, DOUGLAS JTRUSTEEnot at arm's length
  • ROLLINGS, PATRICIA LTRUSTEEnot at arm's length
  • SEVERY, LEANNE MTRUSTEEnot at arm's length
  • BMO TRUST COMPANYTRUSTEEarm's length

From its F2024T3010 filing (public CRA record), as filed. “Arm's length” means not related to other officials by family or business ties. source ↗

Right of reply

This charity hasn't added a response yet. When it does, it appears here, beside the numbers, and is never removed. Represent this charity? Submit a response.

Verify everything: full public record on CharityData.ca ↗ · CRA charities listing ↗