Skip to content
Nonprofiteer
← BECKY BAILEY FOUNDATION

Form 990 for tax year 2023

Filed by BECKY BAILEY FOUNDATION.

Totals

Total revenue
$104,980
Total expenses
$43,196
Contributions and grants received
$3,000
Grants paid
$0
Program service revenue
$0
Investment income
$101,980
Other revenue
$0
Total assets, end of year
$2,943,503
Total liabilities, end of year
$1,496
Net assets or fund balances, end of year
$2,942,007
Program services expenses (Part IX)
$0
Management and general expenses
$43,196
Fundraising expenses
$0
Program service expenses (Part III)
$0

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $3,000

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $88,394 · excluded $88,394

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $1,497,628 · other assets $57

  • 7b · Less cost or other basis and sales expenses

    securities $1,484,038 · other assets $61

  • 7c · Gain or loss

    securities $13,590 · other assets -$4

  • 7d · Net gain or loss

    total $13,586 · excluded $13,586

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $13,237 · management and general $13,237

  • 11c · Fees: accounting

    total $10,674 · management and general $10,674

  • 11f · Fees: investment management

    total $11,297 · management and general $11,297

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 24a · Other expenses: Project Expenses

    total $6,635 · management and general $6,635

  • 24b · Other expenses: Foreign Taxes

    total $1,176 · management and general $1,176

  • 24c · Other expenses: UBI Federal/State Taxes

    total $177 · management and general $177

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $2,702,438 · end of year $2,943,503

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $78,503 · end of year $1,496

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $2,623,935 · end of year $2,942,007

Mission and programs · 2023

Mission

BECKY BAILEY FOUNDATION'S SOLE PURPOSE IS TO SUPPORT GREATER HORIZONS, THE SUPPORTED ORGANIZATION, IN FURTHERANCE OF THE CHARITY'S MISSION.

  • BECKY BAILEY FOUNDATION'S SOLE PURPOSE IS TO SUPPORT GREATER HORIZONS, THE SUPPORTED ORGANIZATION, IN FURTHERANCE OF THE CHARITY'S MISSION. ALL OF BECKY BAILEY FOUNDATION'S ACTIVITIES AND INCOME WILL BE USED TO SUPPORT THE SUPPORTED ORGANIZATION.

As filed on the 2023 return.

Listed in Part VII

  • Clifton J Bailey

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kimberly Jackson Bailey

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Rebecca Bailey

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Greater Horizons Foundation

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • LGZ Properties LLC

    N/A · Rental · KS

    Directly controlled by NA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Charitable Remainder Trusts (26)

    Charitable Trusts · MO · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
26 August 2024
IRS schema version
2023v5.1
Source object
202432399349301563

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.