2025-11-17T12:59:57-05:00 2024-12-31 593670150 COHEN & GRIEB PA 4890 W KENNEDY BLVD STE 370 TAMPA FL 33609 990PF 2024-01-01 541850780 BAILEY FAMILY FOUNDATION INC BAIL 8135496140 912 WEST PLATT STREET SUITE 200 TAMPA FL 336062108 RONNIE KYLE BAILEY PRESIDENT 8135496140 2025-11-14 true true ROBERT V GRIEB CPA P00056245 8137397200 2025-11-14 2024 2025-03-06 01:10:19Z X 87536290 X X 14384 14384 14384 1506936 1506936 1506936 199734 199734 199734 199734 6964280 31562994 6964280 930803 9755 9755 8695089 8685334 2661612 306813 226892 29877 29877 2590 2590 22025 11500 10525 283141 253291 253291 29850 616 97159 74814 22345 129444 65303 65303 25390 25390 91499 65212 509 509 494822 233618 233618 245543 1483885 638526 552212 658733 3650948 3650948 5134833 638526 552212 4309681 3560256 8046808 2109400 1015231 779607 779607 1032 1032 1032 32209373 34005292 52713863 8329529 553636 6363378 7775893 9867461 18475542 18991995 21806554 3332099 1396109 1861443 1935990 2029789 415910 337984 337984 60341909 63827793 87536290 44607 14419 386191 14419 430798 X 60327490 63396995 60327490 63396995 60341909 63827793 60327490 3560256 63887746 490751 63396995 SEE SCHEDULE D-1 P 3926300 3845484 80816 80816 SEE SCHEDULE D-1 P 4568501 2056805 2511696 2511696 SEE SCHEDULE D-2 P 1235398 1158679 76719 76719 SEE SCHEDULE D-2 P 5995173 2417410 3577763 3577763 SEE SCHEDULE D-3 P 6997462 6594484 402978 402978 SEE SCHEDULE D-3 P 759293 636042 123251 123251 SEE SCHEDULE D-4 P 11 11 SEE SCHEDULE D-5 P 25819 26851 -1032 -1032 SEE SCHEDULE D-5 P 402110 470997 -68887 -68887 SEE SCHEDULE D-6 P 4811953 4441003 370950 370950 SEE SCHEDULE D-6 P 294066 246151 47915 47915 SEE SCHEDULE D-7 P 24210 23838 372 372 SEE SCHEDULE D-7 P 2319549 2680959 -361410 -361410 CAPITAL GAIN DISTRIBUTIONS P 203149 203149 203149 6964280 930803 111851 111851 111851 70018 100000 170018 X 1506 56661 56661 false false false false false false false true true VA FL true true false false false true WWW.BAILEY-FAMILY.ORG THE BOARD 8135496140 912 W PLATT STREET SUITE 200 TAMPA FL 336092108 false false false false false false false false false false false false false false false false false false false false RONNIE KYLE BAILEY 912 W PLATT STREET SUITE 200 TAMPA FL 33609 PRESIDENT 20.00 0 0 0 RYAN KENT BAILEY 912 W PLATT STREET SUITE 200 TAMPA FL 33609 DIRECTOR 20.00 0 0 0 WESLEY W WONG 16317 HEATHROW DRIVE TAMPA FL 33647 SR. SYSTEM A 000.00 79921 9404 NONE TO PROVIDE FINANCIAL ASSISTANCE TO QUALIFIED INDIVIDUALS FOR POST SECONDARY EDUCATION. SCHOLARSHIPS AWARDED RANGING FROM 50 TO 10,000. 3650948 N/A 70613109 897420 10599110 82109639 82109639 1231645 80877994 4043900 X 4309681 4309681 4309681 4309681 4309681 1997-10-07 X 2109400 795448 551146 2202595 5658589 1792990 676131 468474 1872206 4809801 4309681 4088740 4185630 3113645 15697696 4309681 4088740 4185630 3113645 15697696 2695933 2300302 2544697 2757133 10298065 THE BAILEY FAMILY FOUNDATION 912 W PLATT STREET TAMPA FL 336062218 8132612741 SEE SCHOLARSHIP APPLICATION ATTACHED. SEE SCHOLARSHIP APPLICATION ATTACHED. SEE SCHOLARSHIP APPLICATION ATTACHED. CONTRIBUTIONS SEE ATTACHED SEE ATTACHED FL 33606 CHARITABLE CONTRIBUTIONS 1538145 SCHOLARSHIPS - RESEARCH SEE ATTACHED SEE ATTACHED FL 33606 HERITAGE SCHOLARSHIPS 43915 STUDENT SCHOLARSHIPS SEE ATTACHED SEE ATTACHED FL 33606 SCHOLARSHIPS 2068888 3650948 14384 1506936 199734 6964280 OTHER REVENUE 9755 8695089 8695089 3 ENABLES AWARDING POST-SECONDARY EDUCATIONAL SCHOLARSHIPS 4 ENABLES AWARDING POST-SECONDARY EDUCATIONAL SCHOLARSHIPS 5B ENABLES AWARDING POST-SECONDARY EDUCATIONAL SCHOLARSHIPS 7 ENABLES AWARDING POST-SECONDARY EDUCATIONAL SCHOLARSHIPS 8 ENABLES AWARDING POST-SECONDARY EDUCATIONAL SCHOLARSHIPS false false false false false false false false false false ACCOUNTING 22025 11500 10525 DEPRECIATION EXPENSE 2006447 129444 65303 65303 MS - 6714 (EQUITIES) 9133471 11178805 ET - 8291 (EQUITIES) 18504532 31952494 ET - 3615 (EQUITIES) 341203 723072 CS - 6731 (EQUITIES) 2710151 5265629 CS - 9696 (EQUITIES) 3116006 3377743 CS - 2638 (EQUITIES) 199929 216120 RED BARN RANCH 1329759 1329759 2530141 4805/4807 THONOTOSSA RD - LAND 312656 312656 527010 4807 THONOTOSASSA RD - BLDG 335733 10492 325241 2301 WALLACE BRANCH FARM- LAND 352188 352188 547982 2301 WALLACE FARM - BLDG 127723 127723 2103 WALLACE BRANCH PROP - LAND 60567 60567 325815 2103 WALLACE BRANCH PROP - BLDG. 150729 88520 62209 4211 THREE OAKS RD - BLDG 187782 7433 180349 4211 THREE OAKS RD - LAND 98973 98973 179902 4801 VALHALLA LN - LAND 111304 111304 450323 4801 VALHALLA LN - HOUSE 341151 2132 339019 1902 W. FIORA ST. 601282 601282 601282 WH JORDAN RD PLANT CITY - LAND 218887 218887 1097054 WH JORDAN RD PLANT CITY - BLDGS 531498 155020 376478 JOE SANCHEZ RD. - GLASS PROPERTY 1051254 1051254 709268 4402 JOE SANCHEZ/STEPHENS - LAND 687403 687403 951347 4402 JOE SANCHEZ/STEPHENS - BLDG 82202 4316 77886 4402 JOE SANCHEZ - IMPROVEMENTS 32882 32882 4009 JOE SANCHEZ/KROSLAK - LAND 257668 257668 236462 3802 JOE SANCHEZ RD./BOEHM- LAND 546075 546075 1069276 3802 JOE SANCHEZ/BOEHM - BLDG. 362475 229567 132908 LOT 3-5 THREE OAKS RD 20358 20358 97899 4205 THREE OAKS ROAD - LAND 59444 59444 160351 4205 THREE OAKS ROAD - BLDG 78812 47279 31533 LOT 8 THREE OAKS ROAD 29089 29089 30591 BUILDING 912 PLATT STE. 101 21802 8877 12925 12925 912 W. PLATT ST. - RENOVATIONS 339833 339833 339833 MS - 6714 (MUTUAL FUNDS) AT COST 6696050 7581652 CS- 6731 (MUTUAL FUNDS) AT COST 7594567 9007756 CS- 2638 (MUTUAL FUNDS) AT COST 2273224 2121396 CS- 7615 (MUTUAL FUNDS) AT COST 1979743 2438450 GOLD - 250OZ AT COST 448411 657300 FURNITURE & FIXTURES 302275 290434 11841 11842 VEHICLES 177599 56626 120973 120973 912 W. PLATT ST. - OFFICE BUILDING 2337031 1049049 1287982 912 W. PLATT ST. - LAND 515194 515194 1896974 LEGAL 2590 2590 FEDERAL TAX OVERPAYMENT 70018 MORTGAGE RECEIVABLE 341292 334084 334084 DUE FROM PROPERTY MANAGER 4600 3900 3900 PROVISION FOR INCOME TAXES 432669 ACCRUAL TO CASH ADJUSTMENT 58082 EXPENSES AUTOMOBILE EXPENSE 8869 5494 BOARD MEETING COMPENSATION 36000 36000 DUES AND SUBSCRIPTIONS 6974 6775 GENERAL AND ADMINISTRATIVE 2401 1955 INSURANCE 14611 14611 OFFICE SUPPLIES AND EQUIPMENT 24528 23013 OTHER/TEMP STAFFING 55860 46534 PAYROLL PROCESSING - PAYCHEX 4715 4715 POSTAGE AND DELIVERY 2727 2727 PUBLICATIONS FOR RECIPIENTS 35986 36986 SCHOLARSHIP GIFTS & EXPENSES 12000 12000 TELEPHONE 11701 11701 COMPUTER SUPPORT 13507 13215 TRAINING & EDUCATION 9399 9399 REPAIRS AND MAINTENANCE 20418 20418 REPAIRS AND MAINTENANCE ON IN 233618 233618 233618 PENALTY 1508 OTHER REVENUE 9755 9755 ESCROW - BAEZA MORTGAGE 1969 3016 FLEX/DEP CARE PAYABLE 7850 7850 SECURITY DEPOSITS - PLANT CITY 4600 3900 DEFERRED EXCISE TAX LIABILITY 329548 EXCISE TAX PAYABLE 41877 INVESTMENT MNGD PORTFOLIO FEE 253291 253291 253291 HOPE FOR TOMORROW - TRUST FEES 14250 14250 HOPE FOR TOMORROW - TAX PREP FEE 15600 15600 REAL ESTATE 94590 74814 19776 HOPE TRUSTS 1029 1029 LICENSES AND PERMITS 1540 1540