Civic Intelligence

The Serena Bailey Foundation Inc.

990PF • Fiscal year 2012 • EIN 20-0187582

Jan 01, 2012 to Dec 31, 2012 • Filed on Jun 11, 2013

Organization Profile
Lklnd Pub Lib 100 Lake Morton Dr33801
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

43rd percentile

-0.8%

Faster asset growth than 43% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$977,981

Down $7,666 (-0.8%) from 2011

Net Assets

Down

$977,981

Down $7,666 (-0.8%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$45,747

Down $70 (-0.2%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $985,647Liabilities 2011: $0Net Assets 2011: $985,6472011Assets 2012: $977,981Liabilities 2012: $0Net Assets 2012: $977,9812012Assets 2013: $984,902Liabilities 2013: $0Net Assets 2013: $984,9022013Assets 2014: $1,001,454Liabilities 2014: $0Net Assets 2014: $1,001,4542014Assets 2015: $1,021,877Liabilities 2015: $0Net Assets 2015: $1,021,8772015Assets 2016: $1,017,216Liabilities 2016: $0Net Assets 2016: $1,017,2162016Assets 2017: $886,149Liabilities 2017: $0Net Assets 2017: $886,1492017Assets 2018: $906,786Liabilities 2018: $0Net Assets 2018: $906,7862018Assets 2019: $913,681Liabilities 2019: $0Net Assets 2019: $913,6812019Assets 2020: $945,184Liabilities 2020: $0Net Assets 2020: $945,1842020Assets 2021: $958,739Liabilities 2021: $0Net Assets 2021: $958,7392021Assets 2022: $931,798Liabilities 2022: $0Net Assets 2022: $931,7982022Assets 2023: $947,729Liabilities 2023: $0Net Assets 2023: $947,7292023Assets 2024: $865,028Liabilities 2024: $0Net Assets 2024: $865,0282024

Highlighted filing

2012

Assets$977,981
Liabilities$0
Net Assets$977,981
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100K-$200KExpenses 2011: $45,8172011Expenses 2012: $45,7472012Revenue 2013: $40,447Expenses 2013: $33,526Net Income 2013: $6,9212013Revenue 2014: $43,622Expenses 2014: $27,070Net Income 2014: $16,5522014Revenue 2015: $43,421Expenses 2015: $22,998Net Income 2015: $20,4232015Revenue 2016: $40,681Expenses 2016: $45,342Net Income 2016: -$4,6612016Revenue 2017: $38,323Expenses 2017: $169,390Net Income 2017: -$131,0672017Revenue 2018: $31,536Expenses 2018: $10,899Net Income 2018: $20,6372018Revenue 2019: $29,266Expenses 2019: $22,371Net Income 2019: $6,8952019Revenue 2020: $33,753Expenses 2020: $2,250Net Income 2020: $31,5032020Revenue 2021: $23,476Expenses 2021: $9,921Net Income 2021: $13,5552021Revenue 2022: $22,677Expenses 2022: $49,618Net Income 2022: -$26,9412022Revenue 2023: $22,140Expenses 2023: $3,238Net Income 2023: $18,9022023Revenue 2024: $29,696Expenses 2024: $112,335Net Income 2024: -$82,6392024

Highlighted filing

2012

Revenue-
Expenses$45,747
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jun 11, 2013
Return Version
2012v2.2
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Averil Jane TownsleyPresident-$0--
Brenda J PattersonVice-President-$0--
Lance C FinneyTreasurer-$0--
Tyler M TownsleySecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCity of LakelandPurchase library books and periodicalsNoneLakeland, FL, US$45,000
Filing and Contact Details

Filer

EIN
20-0187582
Raw XML Appendix367 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount0445
AccountingFeesSchedule/AccountingFees/Category0Capp Sachs, P.A.
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0223
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0222
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis012616
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis112659
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis29891
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis31353
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis413725
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis525681
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis610006
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/BasisMethod0FMV when donated
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/BasisMethod1FMV when donated
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/BasisMethod2Cost
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/BasisMethod3FMV when donated
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/BasisMethod4FMV when donated
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/BasisMethod5FMV when donated
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/BasisMethod6Cost
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02004-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired12004-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired22010-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired32004-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired42004-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired52004-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired62006-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02012-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12012-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold22012-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold32012-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold42012-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold52012-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold62012-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice012120
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice112000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice210000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice31000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice413000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice525000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice610000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0D
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1D
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired2P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired3D
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired4D
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired5D
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired6P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0Florida State Dept of Transp bond
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1Jacksonville FL Sales Tax Rev bond
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name2JEA Fla Wtr Swr Sys Rev bond
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name3Largo Fla Swr Rev bond
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name4Orange Cnty Fla Tourist Dev Tax Rev bond
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name5Pinellas Cnty FL Hlth Fac Auth Rev bond
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name6JEA Fla Wtr Swr Sys Rev bond
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet0-496
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet1-659
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet2109
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet3-353
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet4-725
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet5-681
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet6-6
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal0956608
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV0981717
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome040886
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome0-2811
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount06
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount06
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome038075
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA038081
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0223
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0222
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0445
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps045000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss045000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss040886
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-7666
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice083120
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm06
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss06
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-2811
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm05
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss05
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps035
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm036
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss071
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps045371
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0376
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss045747
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome06
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses038081
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0371
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0376
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0747
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblPrps0113
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm0113
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnss0226
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY0921921
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY0956608
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV0981717
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY083
IRS990PF/BalanceSheets/OtherAssetsEOY0220
IRS990PF/BalanceSheets/OtherAssetsEOYFMV0220
IRS990PF/BalanceSheets/RetainedEarningsBOY0985647
IRS990PF/BalanceSheets/RetainedEarningsEOY0977981
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY063643
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY021153
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV021153
IRS990PF/BalanceSheets/TotalAssetsBOY0985647
IRS990PF/BalanceSheets/TotalAssetsEOY0977981
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01003090
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0985647
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0977981
IRS990PF/BalanceSheets/TotalNetAssetsBOY0985647
IRS990PF/BalanceSheets/TotalNetAssetsEOY0977981
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-2811
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis012616
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis112659
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis29891
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis31353
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis413725
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis525681
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis610006
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02004-12-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12004-12-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22010-01-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32004-12-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42004-12-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52004-12-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62006-10-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-07-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-05-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-02-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-10-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-04-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-05-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-02-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0Florida State Dept of Transp bond
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1Jacksonville FL Sales Tax Rev bond
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2JEA Fla Wtr Swr Sys Rev bond
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3Largo Fla Swr Rev bond
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4Orange Cnty Fla Tourist Dev Tax Rev bond
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5Pinellas Cnty FL Hlth Fac Auth Rev bond
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6JEA Fla Wtr Swr Sys Rev bond
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-496
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-659
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2109
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3-353
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4-725
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5-681
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6-6
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-496
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-659
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2109
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3-353
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4-725
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5-681
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6-6
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice012120
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice112000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice210000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice31000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice413000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice525000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice610000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0D
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1D
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3D
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4D
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired5D
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired6P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-7666
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0977981
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0985647
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0977981
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted049402
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj049402
IRS990PF/DistributableAmount/DistributableAmountBeforeDed049402
IRS990PF/DistributableAmount/MinimumInvestmentReturn049402
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01003090
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01003090
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances021153
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0981717
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable015046
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets0220
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn049402
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0988044
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01003090
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition0001.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition1001.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition2001.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition3001.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Averil Jane Townsley
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Brenda J Patterson
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Lance C Finney
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3Tyler M Townsley
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Vice-President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Treasurer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine104855 Magnolia Ave
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11P O Box 2174
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12214 Denese Lane
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine134855 Magnolia Ave
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Mulberry
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Lakeland
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2Auburndale
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3Mulberry
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0338608879
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode1338062174
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode2338232305
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode3338608879
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio0000.045042
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear10000.047067
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear20000.050726
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear30000.048515
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear40000.033861
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10964690
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20891559
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30932190
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40806592
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1045405
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2045225
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3045225
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4027312
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio0000.180169
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions045371
IRS990PF/QualifyingDistributions/ExpensesAndContributions045371
IRS990PF/QualifyingDistributions/QualifyingDistributions045371
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber04
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber18
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0Tax-exempt interest earned on municipal bonds
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement1Loss from sale of municipal bonds bequeathed to Foundation
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0Lance Finney
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08639677869
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10214 Denese Lane
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Auburndale
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0FL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode033823
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0FL
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10Grants to City of Lakeland for the public library
IRS990PF/SummaryOfDirectCharitableActy/Expenses1045000
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/ContributingManager0NA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount045000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Purchase library books and periodicals
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10City of Lakeland
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10100 Lake Morton Drive
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Lakeland
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode033801
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NA
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear045000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear045371
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted049402
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1045405
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2045225
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3032209
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus04031
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY04031
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0118808
IRS990PF/UndistributedIncome/ExcessFromYear1045405
IRS990PF/UndistributedIncome/ExcessFromYear2045225
IRS990PF/UndistributedIncome/ExcessFromYear3028178
IRS990PF/UndistributedIncome/QualifyingDistributions045371
IRS990PF/UndistributedIncome/TotalCorpus0118808
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0122839
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherAssetsSchedule/OtherAssets/BOYBookValue083
OtherAssetsSchedule/OtherAssets/Description0Accrued interest paid on bonds purchased
OtherAssetsSchedule/OtherAssets/EOYBookValue0220
OtherAssetsSchedule/OtherAssets/EOYFMV0220
OtherExpensesSchedule/OtherExpenses/Description0Investment expense
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome05
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks05
TaxesSchedule/Taxes/Amount071
TaxesSchedule/Taxes/Category0State taxes
TaxesSchedule/Taxes/DisbursementsCharitablePrps035
TaxesSchedule/Taxes/NetInvestmentIncome036
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0200187582
ReturnHeader/Filer/Name/BusinessNameLine10Serena Bailey Foundation Inc
ReturnHeader/Filer/NameControl0SERE
ReturnHeader/Filer/USAddress/AddressLine10Lklnd Pub Lib 100 Lake Morton Dr
ReturnHeader/Filer/USAddress/City0Lakeland
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033801
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02013-06-11
ReturnHeader/Officer/Name0Lance Finney
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/Preparer/DatePrepared02013-06-11
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Capp and Sachs PA Certified Public Accountants
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine106700 S Florida Ave Ste 26
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Lakeland
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0338133312
ReturnHeader/Preparer/Name0Linda Capp CPA
ReturnHeader/Preparer/Phone08636464350
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-06-11T04:49:10-00:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$977,981
Liabilities
$0
Net assets
$977,981
Revenue
-
Expenses
$45,747
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.03$0.11$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.02$0.00$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.02$0.05$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.02$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.03$0.00$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.03$0.02$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.03$0.01$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.04$0.17$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.04$0.05$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.04$0.02$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.04$0.03$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.04$0.03$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.05
2011Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.05