Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
GLENN W BAILEY CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)515 N FLAGLER DR 500
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WEST PALM BEACH, FL33401
A Employer identification number

88-6220262
B Telephone number (see instructions)

(561) 508-3858
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$239,089,755J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 3,264,161 3,264,161  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,104,019
b Gross sales price for all assets on line 6a 42,000,006
7 Capital gain net income (from Part IV, line 2)... 7,104,019
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
500,297 599,170  
12 Total. Add lines 1 through 11........ 10,868,477 10,967,350  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 926,459 231,615   694,844
14 Other employee salaries and wages...... 224,597 22,460   202,137
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
62,901 31,451   31,451
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
6,674 0   6,674
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
75,951 42,863   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 104,880 0   104,880
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
136,507 38,376   98,131
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,537,969 366,765   1,138,117
25 Contributions, gifts, grants paid....... 9,409,500 9,409,500
26 Total expenses and disbursements. Add lines 24 and 25 10,947,469 366,765   10,547,617
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -78,992
b Net investment income (if negative, enter -0-) 10,600,585
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 988,018 11,332,764 11,332,764
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow40,000
Less: allowance for doubtful accounts right arrow0 60,000 40,000 40,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 90,658,647 Click to see attachment
List of Attached Documents:
// Content
65,043,471 		83,826,444
c Investments—corporate bonds (attach schedule)....... 19,462,090 Click to see attachment
List of Attached Documents:
// Content
37,389,616 		37,381,247
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 104,946,444 Click to see attachment
List of Attached Documents:
// Content
102,060,220 		101,380,572
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
4,957,828 		Click to see attachment
List of Attached Documents:
// Content
5,128,728 		Click to see attachment
List of Attached Documents:
// Content
5,128,728
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 221,073,027 220,994,799 239,089,755
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,333 		Click to see attachment
List of Attached Documents:
// Content
3,097
23 Total liabilities (add lines 17 through 22)......... 2,333 3,097
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 221,070,694 220,991,702
29 Total net assets or fund balances (see instructions)..... 221,070,694 220,991,702
30 Total liabilities and net assets/fund balances (see instructions). 221,073,027 220,994,799
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
221,070,694
2
Enter amount from Part I, line 27a .....................
2
-78,992
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
220,991,702
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
220,991,702
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P 1999-12-31 2024-12-31
b MAKENA - K-1 1256 GAIN (LOSS) P 1999-12-31 2024-12-31
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 42,000,000   34,404,826 7,569,284
b     465,271 -465,271
c 6     6
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       7,569,284
b       -465,271
c       6
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 7,104,019
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 147,348
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 147,348
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 147,348
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 37,163
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 130,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 167,163
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 66
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 19,749
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow19,749 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowFL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.GWBAILEYFOUNDATION.ORG
14
The books are in care ofright arrowHAYLEY LITTLE Telephone no.right arrow (561) 508-3858

Located atright arrow515 N FLAGLER DRIVE STE 500WEST PALM BEACHFL ZIP+4right arrow33401
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
Yes
 
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
STEPHEN G VOGELSANG ESQ CO-TRUSTEE
30.00 		579,036 0 0
515 NORTH FLAGLER DRIVE SUITE 500
WEST PALM BEACH,FL33401
EILEEN J DALY CO-TRUSTEE
20.00 		347,423 0 0
515 NORTH FLAGLER DRIVE SUITE 500
WEST PALM BEACH,FL33401
NA N/A
0.00 		0 0 0
515 NORTH FLAGLER DRIVE SUITE 500
WEST PALM BEACH,FL33401
NA N/A
0.00 		0 0 0
515 NORTH FLAGLER DRIVE SUITE 500
WEST PALM BEACH,FL33401
NA N/A
0.00 		0 0 0
515 NORTH FLAGLER DRIVE SUITE 500
WEST PALM BEACH,FL33401
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
HAYLEY J LITTLE EXECUTIVE DIRECTOR
30.00 		196,531 0 0
515 N FLAGLER DRIVE STE 500
WEST PALM BEACH,FL33401
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
RSM US LLP ACCOUNTING 62,901
201 FIRST ST SE STE 800
CEDAR RAPIDS,IA52401
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
225,515,452
b
Average of monthly cash balances.......................
1b
4,626,647
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
230,142,099
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
230,142,099
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,452,131
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
226,689,968
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
11,334,498
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
11,334,498
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
147,348
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
9,736
c
Add lines 2a and 2b............................
2c
157,084
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
11,177,414
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
11,177,414
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
11,177,414
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
10,547,617
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
10,547,617
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 11,177,414
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 9,416,520
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 10,547,617
a Applied to 2023, but not more than line 2a 9,416,520
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 1,131,097
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		10,046,317
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
GRANT MANAGER
515 NORTH FLAGLER DRIVE STE 500
WEST PALM BEACH,FL33401
(561) 308-3858
bThe form in which applications should be submitted and information and materials they should include:
POTENTIAL GRANTEE'S SHOULD VISIT THE FOUNDATION'S WEBSITE AT WWW.GWBAILEYFOUNDATION.ORG AND FIRST PASS THE ELIGIBILITY QUIZ AND REVIEW THE FOUNDATION'S FAQ. AFTER SUCCESSFULLY COMPLETING BOTH THE ELIGIBILITY QUIZ AND FAQ POTENTIAL GRANTEES SHOULD SUBMIT A LETTER OF INQUIRY FOR GENERAL BUDGET GRANTS. THE LETTER OF INQUIRY FORM IS AVAILABLE ON OUR WEBSITE AND WELCOMES LOIS YEAR-ROUND FROM ELIGIBLE ORGANIZATIONS SEEKING FUNDS FOR WORK THAT FITS WITHIN OUR FOUNDATION'S MISSION AND GUIDELINES.
cAny submission deadlines:
SEE WEBSITE WWW.GWBAILEYFOUNDATION.ORG
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE WEBSITE WWW.GWBAILEYFOUNDATION.ORG
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

UNIVERSITY OF BRIDGEPORT

126 PARK AVE
BRIDGEPORT,CT06604 		  PC STEM ON WHEELS BUS 10,000

BREAKTHROUGH MIAMI

3250 SW 3RD AVE
MIAMI,FL33129 		  PC BREAKTHROUGH THROUGH TO A CYCLE OF PROMISE ENTREPRENEURSHIP PROGRAM 20,000

CAMBA

1720 CHURCH AVENUE 2ND FL
BROOKLYN,NY11226 		  PC TECH TITANS 25,000

SIENA COLLEGE

515 LOUDON ROAD
LOUDONVILLE,NY12211 		  PC DESIGN AND PROTOTYPING SUMMER EXPERIENCE DAPSE AT SIENA COLLEGE 20,400

H LEE MOFFITT CANCER CENTER

12902 USF MAGNOLIA DR
TAMPA,FL33612 		  PC SUMMER UNDERGRADUATE PROGRAM TO ADVANCE RESEARCH KNOWLEDGE (SPARK) AND HIP IMO 50,000

UNIVERSITY OF CONNECTICUTFOUNDATION

2390 ALUMNI DR
STORRS,CT06269 		  PC VERGNANO INSTITUTE FOR INCLUSION 50,000

PROJECT IMO

924 RIVERSIDE DR
WILLIMANTIC,CT06269 		  PC TEEN CENTER SPARKSPACE CREATOR SPACE EXPANSION 10,000

FOUNDATION FOR COMMUNITY DRIVEN INNOVATION

5910 HAMMOCK WOODS DR
ODESSA,FL33556 		  PC YOUNG INNOVATORS CHALLENGE 8,000

UNIVERSITY OF FLORIDA FOUNDATION SCRIPPS RESEARCH

130 SCRIPPS WAY
JUPITER,FL33458 		  PC PROGRAM FUNDING GRADUATE FELLOWSHIPS AND PROGRAMS 500,000

NEW YORK EDGE

58-12 QUEENS BLVD STE 1
WOODSIDE,NY11377 		  PC BYTE BUILDERS - A CODING CLUB PILOT PROJECT IN THE BRONX AND MANHATTAN 50,000

FIRST FOR INSPIRATION ANDRECOGNITION OF SCIENCE AND TECHNOLOGY

200 BEDFORD ST
MANCHESTER,NH03101 		  PC FIRST ROBOTICS COMPETITION IN FL 25,000

NEW YORK PRESBYTERIAN FUND

850 3RD AVE 12TH FLOOR
NEW YORK,NY10022 		  PC NEW YORK PRESBYTERIAN NYP LANG YOUTH MEDICAL PROGRAM 50,000

UNIVERSITY SETTLEMENT SOCIETY OFNEW YORK

184 ELDRIDGE ST
NEW YORK,NY10002 		  PC EAST SIDE COMMUNITY SCHOOL STEM PROGRAM 35,000

SOUTHEASTERN CT ROBOTICS

165 STATE ST
NEW LONDON,CT06320 		  PC STEM EDUCATION IN NEW LONDON CT 6,000

SCHOOLYARD FILMS

114 VALENCIA BLVD
JUPITER,FL33458 		  PC GENERAL SUPPORT FOR EDUCATION OCEAN PLASTIC, CLIMATE CHANGE AND MENTORSHIP 50,000

OCEAN RESEARCH &CONSERVATION ASSOCIATION

1235 16TH ST
VERO BEACH,FL32960 		  PC A DAY IN THE LIFE OF THE INDIAN RIVER LAGOON & LAKE WORTH LAGOON PROGRAM 20,000

PALM BEACH ATLANTIC UNIVERSITY

901 S FLAGLER DR
WEST PALM BEACH,FL33401 		  PC I CAN BE A SCIENTIST PROGRAM 5,875

EAST WINDSOR PUBLIC SCHOOLS

70 SOUTH MAIN ST
EAST WINDSOR,CT06088 		  PC STEM SPROUT PROGRAM 6,000

BROOKLYN BOATWORKS

20 JAY ST STE 824B
BROOKLYN,NY11201 		  PC BROOKLYN BOATWORKS CAREER EXPLORATION PROGRAM CEP 35,000

ASSOCIATION OF THE GRADUATES OF THE US MILITARY

698 MILLS RD
WEST POINT,NY10996 		  PC WEST POINT'S CENTER FOR LEADERSHIP AND DIVERSITY IN STEM 35,000

PALM BEACH ATLANTIC UNIVERSITY

901 S FLAGLER DR
WEST PALM BEACH,FL33401 		  PC SUMMER SCIENCE INSTITUTE CAREERS IN SCIENCE 6,125

ART OF PROBLEM SOLVING INITIATIVE

55 EXCHANGE PLACE SUITE 401
NEW YORK,NY10005 		  PC SUMMER AWAY PROGRAM NEW YORK 50,000

FLORIDA ATLANTIC UNIVERSITYFOUNDATION

777 GLADES RD
BOCA RATON,FL33431 		  PC GLENN W. AND CORNELIA T. BAILEY MARINE SEA (SCIENCE, EDUCATION, ARTS) SCHOLARS PROGRAM 5-YEAR 320,000

YONKERS PARTNERS IN EDUCATION

92 MAIN ST SUITE 101
YONKERS,NY10701 		  PC YPIE STEM MAJORS PROGRAM 25,000

FRIENDS OF BUFFALO CREEK

514 S PARK AVE
BUFFALO,NY14204 		  PC CIVIL AIR PATROL: STEM & ROBOTICS 10,000

BARNARD COLLEGE

3009 BROADWAY
NEW YORK,NY10027 		  PC SUMMER RESEARCH INSTITUTE 150,000

CENTER CITY PUBLIC CHARTERSCHOOL

301 NORTH ST NE STE 200
WASHINGTON,DC20001 		  PC CENTER CITY STEM MAKERSPACE 50,000

COLLEGE TRIBE

3845 S CAPITAL ST SW STE 80
WASHINGTON,DC20032 		  PC AFTER SCHOOL STREAM 10,000

COMPURECYCLING CENTER

3900 TUNLAW RD NW UNIT 601
WASHINGTON,DC20007 		  PC MEDICAL ASCENSION 50,000

URBAN ARTS PARTNERSHIP

39 W 19TH ST 5TH FLOOR
NEW YORK,NY10011 		  PC URBAN ART'S GAME DESIGN PROGRAMS 75,000

SCORE FOUNDATION

712 H ST NE 98848
WASHINGTON,DC20002 		  PC PERFECT PITCH PROGRAM FOR SMALL BUSINESS OWNERS 100,000

QUINNIPIAC UNIVERSITY

275 MT CARMEL AVE
HAMDEN,CT06518 		  PC STEM ACADEMY: UNDERGRADUATE RESEARCH FRAMEWORK FOR BUILDING RESILIENCY IN COMPUTING AND ENGINEERING 40,300

MARC LUSTGARTEN PANCREATICCANCER FOUNDATION

415 CROSSWAYS PARK DR
WOODBURY,NY11797 		  PC TRANSFORMING EARLY DETECTION AND INTERCEPTION CAMPAIGN 250,000

FRIENDS OF PS165 ROBERT E SIMON

234 W 109 ST
NEW YORK,NY10025 		  PC SUSTAIN PARTNERSHIPS WITH THE NEW YORK HALL OF SCIENCE 13,500

FUTURE PROBLEM SOLVING PROGRAM INTERNATIONAL

2015 GRANT PL
MELBOURNE,FL32901 		  PC BUILDING FUTURE PROBLEM SOLVING SKILLS IN UNDERSERVED STUDENTS THROUGH THE WORLD SOLUTIONS CHALLENGE 30,000

CATHOLIC UNIVERSITY OF AMERICA

620 MICHIGAN AVE NE
WASHINGTON,DC20064 		  PC ENGINEERING PRE-COLLEGE SUMMER PROGRAMS 38,000

BOYS & GIRLS CLUBS OF ST LUCIECOUNTY

3104 AVENUE J
FORT PIERCE,FL34947 		  PC ENGINEERING ADVENTURES 20,000

GIRL SCOUTS COUNCIL OF THENATIONS CAPITAL

4301 CONNECTICUT AVE NW M-2
WASHINGTON,DC20008 		  PC STEM PROGRAMMING 25,000

FINCA INTERNATIONAL

1201 15TH ST NW 8TH FLOOR
WASHINGTON,DC20005 		  PC US ENTREPRENEURS STEM EDUCATION PROJECTS FINCA VENTURES 500,000

FLORIDA KEYS CHILDREN'S SHELTER

73 HIGH POINT RD 2005
TAVERNIER,FL33070 		  PC STEAM PROGRAM 15,000

BRISTOL BOYS & GIRLS CLUBASSOCIATION

255 WEST ST
BRISTOL,CT06010 		  PC SUMMER BRAIN GAIN! 2024 STEAM PROGRAMMING 20,000

GOODWIN UNIVERSITY

211 RIVERSIDE DR
EAST HARTFORD,CT06118 		  PC STEM EDUCATION MOBILE LAB 25,000

GRACE CAPACITY

4080 13TH ST 1180
SAINT CLOUD,FL34769 		  PC SECURING OUR FUTURE: STEAM EXPO AND JOB FAIR 15,000

MUSEUM OF DISCOVERY ANDSCIENCE

401 SW 2ND ST
FORT LAUDERDALE,FL33312 		  PC EVERGLADES ECOEXPLORERS: FOSTERING PATHWAYS TO STEM CAREERS FOR HIGH SCHOOL STUDENTS 25,000

NATIONAL ENGINEERS WEEK FOUNDATION DBA DISCOVERE

1520 BELLE VIEW BLVD 3413
ALEXANDRIA,VA22307 		  PC SUPPORT FOR FUTURE CITY PROGRAM 25,000

NEW YORK ACADEMY OF SCIENCES

115 BROADWAY 8TH FLOOR
NEW YORK,NY10006 		  PC STEM YOUTH PROGRAMMING AT THE NEW YORK ACADEMY OF SCIENCES 50,000

NORWALK HOSPITAL FOUNDATION

34 MAPLE ST
NORWALK,CT06850 		  PC PANCREATIC CANCER RESEARCH PANDOME STUDY 200,000

ARCHBOLD EXPEDITIONS

123 MAIN DR
VENUS,FL33960 		  PC ARCHBOLD EDUCATION ASSISTANT 25,000

ASM MATERIALS EDUCATION FOUNDATION

9639 KINSMAN ROAD MATERIALS PARK
NOVELTY,OH44072 		  PC MATERIALS CAMP FOR TEACHERS FT. LAUDERDALE 20,000

ROBOTICS EDUCATION AND COMPETITION FOUNDATION

1519 I-30
GREENVILLE,TX75402 		  PC GIRLPOWERED 30,000

SCHOLARMATCH

849 VALENCIA ST
SAN FRANCISCO,CA94110 		  PC DESTINED FOR COLLEGE 25,000

PALM BEACH COUNTY SHERIFF'SFOUNDATION

3228 GUN CLUB RD
WEST PALM BEACH,FL33406 		  PC SHERIFF'S YOUTH SCHOLARSHIP PROGRAM: STEM/STEAM STUDY SYSP 25,000

FLORIDA OCEANOGRAPHIC SOCIETY

890 NE OCEAN BLVD
STUART,FL34996 		  PC ENVIRONMENTAL EDUCATION, RESEARCH AND ADVOCACY PROGRAM 25,000

CODING SCHOOL

3940 LAUREL CANYON BLVD
LOS ANGELES,CA91604 		  PC INTRODUCTION TO AI AND INTRO TO QUANTUM COMPUTING ACADEMIC-YEAR COURSES 25,000

RISE ROCKAWAY

5803 ROCKAWAY BEACH BLVD
NEW YORK,NY11692 		  PC ENVIRONMENTOR PROGRAM 35,000

BIOBUS

1361 AMSTERDAM AVE STE 340
NEW YORK,NY10027 		  PC BIOBUS HARLEM STEAM PATHWAY 250,000

FRIENDS OF GUANA TOLOMATO MATANZAS NATIONAL RESEARCH RESERVE

450 GUANA RIVER RD
PONTE VEDRA BEACH,FL32082 		  PC ADVENTURES IN THE ESTUARY - STEAM 25,000

GIRL SCOUTS OF CT

340 WASHINGTON ST
HARTFORD,CT06106 		  PC STEM PROGRAMMING FOR GIRLS IN CT 35,000

WRKZ

18339 COLLINS ST STE 26
LOS ANGELES,CA91356 		  PC WRKZ CREATIVE AGENCY 14,000

WORCHESTER EDUCATION

18 CHESTNUT ST STE 530
WORCESTER,MA01608 		  PC WOO-LABS: BUILDING SKILLS FOR LIFE 15,000

UNCOMMON SCHOOLS

100 CHURCH ST 9TH FLOOR
NEW YORK,NY10007 		  PC SEEDS OF INNOVATION: CS FOR YOUNG MINDS 25,000

TREASURE COAST GIRLS COALITION

457 SEBASTIAN BLVD STE A
SEBASTIAN,FL32958 		  PC SEEDS OF CHANGE STEAM PATHWAY 12,500

STEM ALLIANCE OF LARCHMONT-MAMARONECK

141 HALSTEAD AVENUE
MAMARONECK,NY10543 		  PC STEM ALLIANCE'S DISCOVERY HUB AT WESTCHESTER CHILDREN'S MUSEUM 25,000

STEM ALLIANCE OF LARCHMONT-MAMARONECK

141 HALSTEAD AVENUE
MAMARONECK,NY10543 		  PC STEM EXPLORERS LAB AT THE ELIZA INWOOD NYC 100,000

SCIENTIAE

48 WALL ST 11
NEW YORK,NY10005 		  PC TECH FOR TOMORROW'S LEADERS PROGRAM 25,000

SCIENTIAE

48 WALL ST 11
NEW YORK,NY10005 		  PC FUTURE FORWARD PROGRAM 25,000

PLAYDATE A CHILDREN'S MUSEUM

651 PELHAMS REACH DR
CULPEPER,VA22701 		  PC MAGNETIC STEM WALL 3,000

NATIONAL PARK FOUNDATION

1500 K ST NW STE 700
WASHINGTON,DC20005 		  PC FIELD SCIENCE AND ENVIRONMENTAL STEM EDUCATION AT EVERGLADES 750,000

LONDON CHILDREN'S MUSEUM

100 BACHO WAY
LONDON,KY40741 		  PC STEAM EDUCATION IN EASTERN KY 25,000

JUNIOR ACHIEVEMENT OF THE PALM BEACHES & TREASURE COAST

700 S ROSEMARY AVE 204
WEST PALM BEACH,FL33401 		  PC 3DE BY JA AND JA HIGH SCHOOL HEROS 100,000

GRANBY MEMORIAL HIGH SCHOOL

54 N GRANBY RD
GRANBY,CT06035 		  PC 2025 BUILD SEASON FIRST ROBOTICS TEAM #3146 FBO GRANBY GRUNTS 2,000

GIRL SCOUTS OF GREATER NEW YORK

40 WALL ST 708
NEW YORK,NY10005 		  PC ROBOTICS PROGRAM 25,000

FLORIDA STATE UNIVERSITY

600 W COLLEGE AVENUE
TALLAHASSEE,FL32306 		  PC ADVANCING SCIENCE AND CAREER EDUCATION IN NEW TECHNOLOGIES ASCENT 35,000

FLORIDA KEYS CHILDREN'S SHELTER

73 HIGH POINT RD 2005
TAVERNIER,FL33070 		  PC STEAM PROGRAM 15,000

ECKERD COLLEGE

4200 54TH AVENUE SOUTH
ST PETERSBURG,FL33711 		  PC STEM OUTREACH 30,000

CONNECTICUT YANKEE COUNCIL BOY SCOUTS OF AMERICA

60 WELLINGTON RD
MILFORD,CT06461 		  PC SCOUTREACH STEM 30,000

BROOKLYN NAVY YARDDEVELOPMENT CORPORATION

141 FLUSHING AVENUE SUITE 801
BROOKLYN,NY11205 		  PC BROOKLYN STEAM CENTER 50,000

BARD COLLEGE

30 CAMPUS RD
ANNANDALEONHUDSON,NY12504 		  PC PLUMM PROJECT-BASED LEARNING 32,000

AMERICANS FOR MEDICAL PROGRESSEDUCATIONAL FOUNDATION

712 H ST NE PMB 98985
WASHINGTON,DC20002 		  PC CURIOUS SCIENCE WRITERS CSW 20,000

1000 FRIENDS OF FL

308 N MONROE ST
TALLAHASSEE,FL32301 		  PC GENERAL OPERATIONS ENVIRONMENTAL FUNDING MISSION 30,000

EUREKA MCCONNELL SCIENCE MUSEUM

1400 N 7TH ST
GRAND JUNCTION,CO81501 		  PC INTEGRATING STEAM INTO EARLY CHILDHOOD EDUCATION THROUGH NATIONAL NEXT GENERATIONAL SCIENCE STANDARDS 10,000

CENTER FOR CREATIVE EDUCATION

2400 METROCENTRE BLVD
WEST PALM BEACH,FL33407 		  PC STEM SCIENCE CENTER 5-YEAR 200,000

ROCHESTER COMMUNITY ROBOTICS

1272 CINNABERRY CIRCLE
WEBSTER,NY14650 		  PC 24/25 BUILD SEASON 5,000

CALUSA WATERKEEPER

7217 COCA SABAL LN
FORT MEYERS,FL33908 		  PC YOUTH EDUCATION PROGRAMS 25,000

ORLANDO SCIENCE CENTER

777 E PRINCETON ST
ORLANDO,FL32803 		  PC NEIGHBORHOOD SCIENCE AND STEM DISCOVERY 2-YEAR GRANT 75,000

CATHLEEN STONE ISLAND OUTWARD BOUND SCHOOL

511 DRYDOCK AVE
BOSTON,MA02210 		  PC INSPIRING CURIOSITY AND CONFIDENCE IN BOSTON YOUTH 25,000

ACADEMY FOR TEACHERS

170 COLUMBUS AVE
NEW YORK,NY10023 		  PC STEM MASTER CLASSES 30,000

FRIENDS OF MANATEE LAGOON

6000 N FLAGLER DR
WEST PALM BEACH,FL33407 		  PC AMBASSADOR TRAINING PROGRAM 15,000

MIAMI WATERKEEPER

2121 PONCE DE LEON BLVD STE 230
CORAL GABLES,FL33434 		  PC YOUTH EDUCATION PROGRAMS 25,000

SOUTH FLORIDA WILDLIFE CENTER

3200 SW 4TH AVE
FORT LAUDERDALE,FL33315 		  PC ROLLIN' ON THE WILD SIDE ECO HUB CLASSROOM 10,000

HOBE SOUND NATURE CENTER

13640 SE FEDERAL HWY
HOBE SOUND,FL33455 		  PC ECOSTEM EXPLORATION LABS 20,000

LIGHTHOUSE OF PINELLAS

6925 112TH CIR N 103
LARGO,FL33773 		  PC STEM CAREER EXPLORATION PROGRAM FOR TEENS 10,500

BUSINESS UNITED IN INVESTING LENDING AND DEVELOPMENTBUILD

2202 18TH ST NW
WASHINGTON,DC94063 		  PC BUILD HIGH SCHOOL YOUTH ENTREPRENEURSHIP PROGRAM 24/25 35,000

STEM TEACHERS OF NEW YORK CITY

245 W 107TH ST 10B
NEW YORK,NY10025 		  PC TEACHER-LED PROFESSIONAL DEV FOR STEM TEACHERS 25,000

SHELL MUSEUM AND EDUCATIONALFOUNDATION

3075 SANIBEL CAPTIVA RD
SANIBEL,FL33957 		  PC SUPPORT OF EDUCATIONAL EXHIBITS AND PROGRAMS 75,000

ADOPT-A-FAMILY OF THE PALMBEACHES

1712 2ND AVE N
LAKE WORTH BEACH,FL33460 		  PC FOUNDATION ANNUAL HOLIDAY GIFT PROGRAM GENERAL OPERATING 25,000

UNIVERSITY OF HOUSTONFOUNDATION

4543 POST OAK PL DR
HOUSTON,TX77027 		  PC COOGS FOR ENERGY PROGRAM 50,000

HALL NEIGHBORHOOD HOUSE

52 GEORGE E PIPKINS WAY
BRIDGEPORT,CT06608 		  PC ALAN WALLACK STEM LEARNING CENTER 25,000

ROBOTICS FOR ALL

4205 SUZANNE DRIVE
PALO ALTO,CA94306 		  PC ROBOTICS FOR ALL FLORIDA CHAPTER 2,500

DISCOVERY CHILDREN'S MUSEUM

360 PROMENADE PL
LAS VEGAS,NV89106 		  PC STEM DISCOVERIES 25,000

BOYS AND GIRLS CLUBS HARTFORD

170 SIGOURNEY ST
HARTFORD,CT06105 		  PC ACADEMIC SUCCESS 10,000

BROOKLYN BRIDGE PARKCONSERVANCY

334 FURMAN ST
BROOKLYN,NY11201 		  PC TEENS INTERESTED IN AND DEDICATED TO ENVIRONMENTAL STEWARDSHIP TIDES 15,000

PERSON TO PERSON

1864 POST ROAD
DARIEN,CT06820 		  PC FOUNDATION ANNUAL HOLIDAY GIFT PROGRAM GENERAL OPERATING 25,000

PROJECT MEGSSS

11939 MANCHESTER RD
DES PERES,MO63131 		  PC PUTTING THE M IN STEM 20,000

FOOD BANK FOR NEW YORK CITY

39 BROADWAY
NEW YORK,NY10006 		  PC FOUNDATION ANNUAL HOLIDAY GIFT PROGRAM GENERAL OPERATING 25,000

PALM BEACH COUNTY FOOD BANK

701 BOUTWELL RD SUITES A-1 A-2
LAKE WORTH BEACH,FL33461 		  PC FOUNDATION ANNUAL HOLIDAY GIFT PROGRAM GENERAL OPERATING 25,000

SOARING TO SUCCESS

1017 GROUSE MEADOWS DR
MEMPHIS,TN38018 		  PC TECHFLIGHT YOUTH ACADEMY 35,000

LIBERTY SCIENCE CENTER

222 JERSEY CITY BLVD
JERSEY CITY,NJ07305 		  PC MINIMED DAY 25,000

4-H WHALE ROBOTICS

4001 CARYA DRIVE
RALEIGH,NC27610 		  PC 4-H WHALE ROBOTICS 20,000

NEW HAMPSHIRE AFTERSCHOOLNETWORK SERESC

165 S RIVER RD SUITE F
BEDFORD,NH03110 		  PC STEM MOBILE LABS PARTNERSHIP 15,000

NEW ENGLAND SCIENCE ANDSAILING FOUNDATION

70 WATER ST
STONINGTON,CT06378 		  PC STEM SPROUTS 25,000

DR GENIE'S KIDS

707 N BALLAS RD
CREVE COEUR,MO63141 		  PC LITTLE MEDICAL SCHOOL 7,600

DISCOVERY MUSEUM

4450 PARK AVE
BRIDGEPORT,CT06604 		  PC STEM ACCELERATORS: FUTURE INNOVATORS 10,000

GIRLS INC OF PINELLAS

7700 61ST ST
PINELLAS PARK,FL33781 		  PC TEENS DARE TO DREAM 3D LAB 14,000

CULVER-STOCKTON COLLEGE

1 COLLEGE HILL
CANTON,MO63435 		  PC MACHINE LEARNING AND SUPER COMPUTING ACADEMIC CLUB 25,000

NATIONAL SCIENCE & TECHNOLOGYMEDALS FOUNDATION

3222 N ST NW STE 300
WASHINGTON,DC20007 		  PC INSTEM 25,000

MONTREAT COLLEGE

310 GAITHER CIR
MONTREAT,NC28757 		  PC MONTREAT COLLEGE CYBERSECURITY PROGRAM 25,000

NEW VILLAGE GIRLS ACADEMY

147 N OCCIDENTAL BLVD
LOS ANGELES,CA90026 		  PC STEM PATHWAYS OUT OF POVERTY 25,000

IMAGINATION STATION TOLEDO SCIENCE CENTER

1 DISCOVERY WAY
TOLEDO,OH43604 		  PC PROJECT ABC TOLEDO 20,000

BROWARD EDUCATION FOUNDATION

600 SE 3RD AVE
FORT LAUDERDALE,FL33301 		  PC REALITY CODERS 25,000

DEARBORN ACADEMY

19310 FORD RD
DEARBORN,MI48128 		  PC STEM LAUNCHPAD: MIDDLE SCHOOL INNOVATORS PROGRAM 25,000

HITCHHIKERS ROBOTICS GROUP

124 ANITA WAY
CARY,NC27513 		  PC HITCHHIKERS ROBOTICS GROUP 10,000

BRIDGE BUILDERS FOUNDATION

3787 S VERMONT AVE
LOS ANGELES,CA90007 		  PC ERNEST EVERETT JUST SCIENCE PROGRAM 10,000

RANCHO BERNARDO HIGH SCHOOL FOUNDATION

13010 PASEO LUCIDO
SAN DIEGO,CA92128 		  PC BUILDING KIDS THROUGH BUILDING ROBOTS 10,000

AMY JACQUES GARVEY INSTITUTE

4243 LANE PI NE
WASHINGTON,DC20019 		  PC YOUTH PATHWAYS TO STEM CAREERS OUT OF SCHOOL TIME PROGRAM 20,000

FRIENDSHIP PUBLIC CHARTERSCHOOL

1400 1ST ST NW
WASHINGTON,DC20001 		  PC 2025 SUMMER REIMAGINED PROGRAM 25,000

DIBIA DREAM

3246 N MIAMI AVE
MIAMI,FL33137 		  PC STEM AVENGERS 20,000

FLORIDA ENGINEERING FOUNDATION

352 NW ALICE AVENUE
STUART,FL34994 		  PC FLORIDA MATHCOUNTS STATE COMPETITION 15,000

ANATOLIA CULTURAL CENTERS

25351 COMMERCENTRE DR UNIT 100
LAKE FOREST,CA92630 		  PC CODING EXPLORERS PROGRAM 15,000

ROCK THE STEAM TEAM

2296 TOWER DR
STOUGHTON,WI53589 		  PC WOMEN WITH STEAM 25,000

DIASPORA GLOBAL FOUNDATION

283 LEES MILL RD
FAYETVILLE,GA30214 		  PC LEAN INTO STEM 10,000

WORTHINGTON ROBOTICS PROGRAM

1499 HARD RD
COLUMBUS,OH43235 		  PC FIRST ROBOTICS COMPETITION 4145 5,000

CODEART

550 NW 42ND AVE
MIAMI,FL33126 		  PC CODE/ART FEST 2025 25,000

REDLAND CHRISTIAN ACADEMY

17700 SW 280TH ST
HOMESTEAD,FL33031 		  PC RCA'S STEM PROGRAM 25,000

GIRLS GLOBAL ACADEMY PCS

733 8TH ST NW
WASHINGTON,DC20001 		  PC STEAM AT GGA 25,000

MOSH MEMPHIS

3050 CENTRAL AVE
MEMPHIS,TN38111 		  PC GREENING OF MARS 20,000

LATIN AMERICAN ASSOCIATION

2750 BUFORD HWY
ATLANTA,GA30324 		  PC STEM PIONEERS 25,000

DIY GIRLS

13172 VAN NUYS BLVD
PACOIMA,CA91331 		  PC INVENT GIRLS PROGRAM 25,000

KNOW AND GROW LEARNING DEPOT

7126 CIVIC CLUB DR
JACKSONVILLE,FL32219 		  PC LIL MATHEMATICIAN 4,500

NAVAL ACADEMY PRIMARY ANDSECONDARY

74 GREENBURY POINT RD
ANNAPOLIS,MD21402 		  PC FIRST LEGO LEAGUE DISCOVER AND EXPLORE 10,000

BIG TIMBER AFTER SCHOOL CLUB

402 ANDERSON ST
BIG TIMBER,MT59011 		  PC ROBOTICS PROGRAM 5,000

FLEMINGTON RARITAN EDUCATIONFOUNDATION

701 CAPNER STREET
FLEMINGTON,NJ08822 		  PC BUILDING AND ELEMENTARY STEM LAB 25,000

GIRLS INC OF PINELLAS

7700 61ST ST
PINELLAS PARK,FL33781 		  PC SHEBUILDS 3D LAB 25,000

FORTY CARROTS FAMILY CENTER

1500 S TUTTLE AVE
SARASOTA,FL34239 		  PC FORTY CARROTS PRESCHOOL OUTDOOR SCIENCE CLASSROOM 25,000

CAMP FIRE SUNSHINE

2600 BUCKINGHAM AVE
LAKELAND,FL33803 		  PC SUMMER OF SPARKS PROGRAM 18,000

NORTH ORANGE COUNTY ROBOTICS

789 WILDCAT WAY
BREA,CA92821 		  PC FIRST ROBOTICS TEAM 7157 6,000

LAWRENCE TECHNOLOGICALUNIVERSITY

1784 LANGFORD DR
TROY,MI48083 		  PC FIRST ROBOTICS TEAM 469 10,000

BOWIE STATE UNIVERSITY FOUNDATION

14000 JERICHO PARK RD
BOWIE,MD20715 		  PC SUMMER BRIDGE PROGRAM 25,000

RADY CHILDREN'S HOSPITAL FOUNDATION

3020 CHILDRENS WAY
SAN DIEGO,CA92123 		  PC FACES FOR THE FUTURE SAN DIEGO 25,000

ARCO IRIS SPANISH IMMERSIONSCHOOL

8205 SW CREEKSIDE PL
BEAVERTON,OR97008 		  PC SINGAPORE MATH FOR FUTURE SCIENTISTS 25,000

SEA TURTLE CONSERVANCY

4581 NW 6TH ST STE A
GAINESVILLE,FL32609 		  PC INSPIRING FUTURE STEWARDS OF THE CARR REFUGE THROUGH STEM MENTORSHIP AND CONSERVATION PROGRAMS 25,000

ENVIRONMENTAL CHARTER SCHOOL

5525 COLUMBO ST
PITTSBURGH,PA15206 		  PC ECS ROBOTICS PROGRAM 25,000

UNIVERSITY OF VIRGINIA WALLACE H COULTER CENTER FOR TRANSLATIONALRESEARCH

415 LANE RD
CHARLOTTESVILLE,VA22903 		  PC BIOMEDICAL FRONTIERS: STORIES WITH INNOVATORS IN HEALTHCARE PODCAST 24,500

MILAGRO FOUNDATION

695 AUBURN AVE
DELRAY BEACH,FL33444 		  PC GIRLS IN ENGINEERING MATH AND SCIENCE GEMS 10,000

NEVE PROJECT

1 ALHAMBRA PLAZA PH FLOOR
CORAL GABLES,FL33134 		  PC PEER MENTORSHIP PROGRAM 15,000

AMERICAN CANCER SOCIETY

270 PEACHTREE ST NW SUITE 1300
ATLANTA,GA21741 		  PC ACS CANCER RESEARCH TRAINING: BRIDGING THE PATH TO SUCCESS IN STEM CAREERS 3 YEARS 434,000

PATH TO COLLEGE

313 DATURA ST STE 200
WEST PALM BEACH,FL33401 		  PC CATAPULT YOUTH MENTORING CENTER ENDOWMENT ACCELERATED 200,000

ORLANDO SCIENCE CENTER

777 E PRINCETON ST
ORLANDO,FL32803 		  PC NEIGHBORHOOD SCIENCE AND STEM DISCOVERY 2-YEAR GRANT 75,000

NATIONAL PARK FOUNDATION

1500 K ST NW STE 700
WASHINGTON,DC20005 		  PC FIELD SCIENCE AND ENVIRONMENTAL STEM EDUCATION AT EVERGLADES 750,000

FLORIDA ATLANTIC UNIVERSITYFOUNDATION

777 GLADES RD
BOCA RATON,FL33431 		  PC GLENN W. AND CORNELIA T. BAILEY MARINE SEA (SCIENCE, EDUCATION, ARTS) SCHOLARS PROGRAM 5-YEAR 320,000

SCHOOLYARD FILMS

114 VALENCIA BLVD
JUPITER,FL33458 		  PC GENERAL SUPPORT FOR EDUCATION OCEAN PLASTIC, CLIMATE CHANGE AND MENTORSHIP 50,000

UNIVERSITY OF FLORIDA FOUNDATION SCRIPPS RESEARCH

130 SCRIPPS WAY
JUPITER,FL33458 		  PC PROGRAM FUNDING GRADUATE FELLOWSHIPS AND PROGRAMS 500,000

WESTFIELD STATE UNIVERSITYFOUNDATION

577 WESTERN AVENUE
WESTFIELD,MA01085 		  PC WESTFIELD STATE UNIVERSITY'S RESEARCH, INNOVATION, DESIGN AND ENTREPRENEURIAL RIDE CENTER 30,000

BREVARD SCHOOLS FOUNDATION

2700 JUDGE FRAN JAMIESON WAY
MELBOURNE,FL32940 		  PC GEMINI STEM LAB 10,000

TEAMUP

6307 SOUTHERN CROSS DR
COLLEGE STATION,TX77845 		  PC TEAMUP APPS FOR GOOD 10,000

PITZAR COLLEGE

1050 N MILLS AVE
CLAREMONT,CA91711 		  PC PITZER-SCRIPPS SCIENCE SUCESS CENTER 25,000

UNIVERSITY OF NORTH FLORIDA

1 UNF DRIVE
JACKSONVILLE,FL32224 		  PC SEMINAR SERIES AT UNF: USING TECHNOLOGY TO FACILITATE RESEARCH AND HELP STUDENTS CHOOSE STEM CAREERS 25,000

DELAWARE CHILDREN'S MUSEUM

550 JUSTISON ST
WILMINGTON,DE19801 		  PC STEM PROGRAMMING FOR DELAWARE'S YOUNG LEARNERS 25,000

MARITIME AQUARIUM AT NORWALK

10 N WATER ST
NORWALK,CT06854 		  PC AQUARIUM-PRESCHOOL PARTNERSHIPS IN STEM 25,000

GREENTRIKE

1501 PACIFIC AVENUE SUITE 202
TACOMA,WA98402 		  PC GREENTRIKE STEAM+ 25,000

PILOT KNOB STEM MAGNETSCHOOL

1436 LONE OAK RD
ST PAUL,MN55121 		  PC STEM LAB ROBOTICS 5,200

NEW YORK CARES

39 BROADWAY FL 27
NEW YORK,NY10006 		  PC SCIENCE ENRICHMENT PROGRAM 25,000

LITERACY PARTNERS

75 MAIDEN LN 1102
NEW YORK,NY10038 		  PC STEM WORKSHOPS FOR SPANISH-SPEAKING PARENTS 50,000
Total .................................right arrow 3a 9,409,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 1,179,244  
4 Dividends and interest from securities ....     14 2,084,917  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 500,297  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 7,104,019  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 10,868,477 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
10,868,477
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
GLENN W BAILEY CHARITABLE TRUST
EIN:
88-6220262
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 62,901 31,451   31,451

TY 2024 InvestmentsCorpBondsSchedule
Name:
GLENN W BAILEY CHARITABLE TRUST
EIN:
88-6220262
Name of Bond End of Year Book Value End of Year Fair Market Value
2025 APPLE INC 1,010,008 997,805
2026 DISNEY WALT CO 1,029,983 984,302
AMERICAN HONDA FIN CORP MED TERM NTS 489,730 486,133
BANK NEW YORK INC MEDIUM TERM 1,010,991 997,542
CANADIAN IMPERIAL BANK OF COMMERCE 499,740 501,448
CATERPILLAR FINANCIAL SERVICES 494,650 502,603
DEERE JOHN CAP CORP MEDIUM TERM 999,130 995,033
EXXON MOBIL CORP 1,010,830 996,889
FLORIDA PWR & LT CO 486,745 495,119
GOLDMAN SACHS GROUP INC. 776,440 785,104
INTEL CORP 496,810 495,655
JPMORGAN CHASE & CO 1,027,803 980,987
MASTERCARD INC 475,680 487,560
PEPSICO INC 1,009,888 994,539
PFIZER INC 981,490 976,090
PRINCIPAL FINL GROUP INC 1,031,926 971,153
SCHWAB CHARLES CORP 1,010,956 997,061
STARBUCKS CORP 1,017,205 994,938
TOYOTA MOTOR CREDIT CORP 509,990 507,093
UNITED STATES OF AMER TREAS BILLS 0 19,965,031 20,119,231
UNITEDHEALTH GROUP INC 1,029,282 985,295
WELLS FARGO & CO 1,025,308 977,917
ACCRUED INCOME 0 151,750

TY 2024 InvestmentsCorpStockSchedule
Name:
GLENN W BAILEY CHARITABLE TRUST
EIN:
88-6220262
Name of Stock End of Year Book Value End of Year Fair Market Value
MFC INVESCO QQQ TRUST 1,508,275 1,840,428
MFO FIDELITY 500 INDEX 63,535,196 81,986,016

TY 2024 InvestmentsOtherSchedule2
Name:
GLENN W BAILEY CHARITABLE TRUST
EIN:
88-6220262
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
677 FINANCIAL GROUP AT COST 2,000,000 2,000,000
MAKENA CAPITAL BLOCKER Y (CAYMAN), LP AT COST 24,517,201 26,018,978
MAKENA CAPITAL SPLITTER X, LP AT COST 72,781,640 70,055,163
PHASE CHANGE SOFTWARE AT COST 2,761,379 3,306,431

TY 2024 OtherAssetsSchedule
Name:
GLENN W BAILEY CHARITABLE TRUST
EIN:
88-6220262
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DEPOSITS IN TRANSIT 4,957,828 5,128,728 5,128,728


TY 2024 OtherExpensesSchedule
Name:
GLENN W BAILEY CHARITABLE TRUST
EIN:
88-6220262
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES 38,376 38,376   0
MEALS 5,176 0   5,176
TRAVEL 56,542 0   56,542
DUES AND SUBSCRIPTIONS 2,465 0   2,465
OFFICE EXPENSES 15,139 0   15,139
PAYROLL TAX 15,557 0   15,557
PAYROLL SERVICE 2,078 0   2,078
COMPUTER/IT SERVICES 1,137 0   1,137
INTEREST EXPENSE 37 0   37


TY 2024 OtherIncomeSchedule2
Name:
GLENN W BAILEY CHARITABLE TRUST
EIN:
88-6220262
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MAKENA X K-1 -278,681 -725,042 -278,681
MAKENA Y DISTRIBUTION 1,324,212 1,324,212 1,324,212
PHASE CHANGE K-1 -545,234 0 -545,234


TY 2024 OtherLiabilitiesSchedule
Name:
GLENN W BAILEY CHARITABLE TRUST
EIN:
88-6220262
Description Beginning of Year - Book Value End of Year - Book Value
CREDIT CARD PAYABLE 2,333 3,097


TY 2024 OtherProfessionalFeesSchedule
Name:
GLENN W BAILEY CHARITABLE TRUST
EIN:
88-6220262
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 6,674 0   6,674


TY 2024 TaxesSchedule
Name:
GLENN W BAILEY CHARITABLE TRUST
EIN:
88-6220262
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX - 2023 15,000 0   0
FEDERAL EXCISE TAX - 2024 10,000 0   0
STATE TAXES 8,088 0   0
TAXES - FTC 42,863 42,863   0