Bailie Family Foundation
Private foundation · Calgary, Alberta · BN 763412939RR0001 · Foundations
Source: T3010 return, FPE 2024-12-31. Split of total expenditures ($152,886) as filed with the CRA.
Bailie Family Foundation is a private foundation based in Calgary, Alberta, classified by the CRA under foundations. In its fiscal year ending December 31, 2024, it reported $120K in revenue and $153K in expenditures. Spending exceeded revenue that year — the gap came out of reserves.
Compared with 2,689 grantmaking charities of similar size, its share of spending on mission — charitable programs plus grants to other charities — ranked above 52% of peers.
As a grantmaker, it reported gifts to 18 qualified donees totalling $135K in 2024, the largest being $20K to FIRST Robotics Canada. Revenue has declined over its filings on record here, from $1.1M in 2020 to $120K in 2024. Its filed list of directors and trustees shows 5 names.
In its own words
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…
Ongoing-program description from its T3010 filing, verbatim.
The ledger, 2020–2024
| Year | Revenue | Spending | Programs | Fundraising | Gifts out | Net assets |
|---|---|---|---|---|---|---|
| 2024 | $120K | $153K | — | — | $135K | $2.7M |
| 2023 | $1.7M | $79K | — | — | $70K | $2.8M |
| 2022 | $120K | $58K | — | — | $50K | $1.1M |
| 2021 | $50K | $34K | — | — | $25K | $1.1M |
| 2020 | $1.1M | $751 | — | — | — | $1.1M |
Revenue printed in red where the year ran a deficit. Fiscal years by period end.
Money between charities, 2024
Granted $135K to 18 qualified donees:
- FIRST Robotics Canada$20K
- Brown Bagging for Calgary Street Kids Society$15K
- Halton Learning Foundation$15K
- Calgary Philharmonic Society$10K
- Alberta Children's Hospital Foundation$10K
- Canadian Mental Health Association Waterloo Wellington Branch$5,000
- The Children's Foundation of Guelph and Wellington$5,000
- Music Education Charity of Canada$5,000
- Safetynet Children & Youth Charities$5,000
- Halton Food for Thought$5,000
- University of Waterloo$5,000
- Wilfrid Laurier University$5,000
- Kids Can Fly Early Child Development and Parenting Support$5,000
- The Brantford Music Club$5,000
- The Dollywood Foundation of Canada$5,000
- Food4Kids Halton$5,000
- Brant Food for Thought$5,000
- Canadian Blind Sports Association$5,000
As reported on the donors’ own T3010 qualified-donee schedules.
Directors & trustees (2024)
Robert Bailie (trustee); Douglas Bailie (trustee); Patricia Rollings (trustee); Leanne Severy (trustee); Bmo Trust Company (trustee).
As listed on its 2024 return.
Check the source
Every figure on this page is from Bailie Family Foundation’s own T3010 filings, published by the Canada Revenue Agency. Verify against the CRA’s charities listing (search BN 763412939RR0001), or read how we compute the receipt.