Civic Intelligence

Doug & Sally Bailey Foundation Tr

990PF • Fiscal year 2020 • EIN 82-6805949

Dec 01, 2019 to Nov 30, 2020 • Filed on May 12, 2020

Organization Profile
15371 Roosevelt Blvd - Suite 107Clearwater, FL 33760-3501

(727) 726-4577

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

45th percentile

2.2%

Higher net margin than 45% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

39th percentile

0.4%

Faster asset growth than 39% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

54th percentile

1.6%

Faster revenue growth than 54% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,115,005

Up $4,381 (+0.4%) from 2019

Net Assets

Up

$1,115,005

Up $4,381 (+0.4%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin45th percentile

Revenue

Up

$196,349

Up $3,120 (+1.6%) from 2019

Expenses

Down

$191,968

Down $23,921 (-11%) from 2019

Net Income

Up

$4,381

Up $27,041 (+119%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$1.5M$1.0M$500K$0Assets 2018: $1,133,284Liabilities 2018: $02018Assets 2019: $1,110,624Liabilities 2019: $1Net Assets 2019: $1,110,6242019Assets 2020: $1,115,005Liabilities 2020: $1Net Assets 2020: $1,115,0052020Assets 2021: $1,089,958Liabilities 2021: $1Net Assets 2021: $1,089,9582021Assets 2022: $1,052,659Liabilities 2022: $1Net Assets 2022: $1,052,6592022Assets 2023: $1,037,771Liabilities 2023: $1Net Assets 2023: $1,037,7712023Assets 2024: $1,047,001Liabilities 2024: $0Net Assets 2024: $1,047,0012024

Highlighted filing

2020

Assets$1,115,005
Liabilities$1
Net Assets$1,115,005
Open 2020 Filing

Operations Trend

Revenue Growth54th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2018: $1,321,428Expenses 2018: $188,144Net Income 2018: $1,133,2842018Revenue 2019: $193,229Expenses 2019: $215,889Net Income 2019: -$22,6602019Revenue 2020: $196,349Expenses 2020: $191,968Net Income 2020: $4,3812020Revenue 2021: $181,874Expenses 2021: $205,171Net Income 2021: -$23,2972021Revenue 2022: $159,151Expenses 2022: $195,073Net Income 2022: -$35,9222022Revenue 2023: $192,628Expenses 2023: $207,516Net Income 2023: -$14,8882023Revenue 2024: $215,357Expenses 2024: $206,127Net Income 2024: $9,2302024

Highlighted filing

2020

Revenue$196,349
Expenses$191,968
Net Income$4,381
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
May 12, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
L DOUGLAS BAILEYCo-Trustee-$0--
SALLY L BAILEYCo-Trustee-$0--
JENNIFER N MILEYCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Doug & Sally Bailey Foundation Tr
EIN
82-6805949
Phone
7277264577
Address
15371 ROOSEVELT BLVD - SUITE 107, CLEARWATER, FL 33760-3501

Signing Officer

Name
Jennifer N Miley
Title
Co-trustee
Phone
7277264577
Signed
2020-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Hurd Hawkins Meyers & Radosevichpa
Address
2299 TALL PINES DRIVE, LARGO, FL 33771
Preparer
Joseph a Meyers Ii CPA
Phone
7275011111
Raw XML Appendix272 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
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt067037
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt01087963
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt01155000
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt01200000
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt05
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt059931
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt059936
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt059936
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt059936
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0135000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0135000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt079445
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt04381
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt0116899
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0116899
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0116899
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt059936
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt059931
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt034307
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt034307
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt034307
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt022661
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt022661
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt022661
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0116904
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt056968
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0135000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt056968
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0191968
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0116904
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0196349
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt056968
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt056968
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt056968
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04381
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01115005
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01110624
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01115005
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02643
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02107
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt01750
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01199
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02643
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01199
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01199
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03857
IRS990PF/FMVAssetsEOYAmt01227042
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt027042
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt027042
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt067037
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt01155000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt01110624
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt01087963
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt01200000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt01110624
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt01115005
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01110624
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01115005
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01227042
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01110624
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01115005
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01110624
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01115005
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01204549
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04549
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt018068
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01200000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt059324
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01186481
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01204549
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0L DOUGLAS BAILEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SALLY L BAILEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JENNIFER N MILEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03 SEASIDE LANE UNIT 701
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13 SEASIDE LANE UNIT 701
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt215371 ROOSEVELT BLVD SUITE 107
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BELLEAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BELLEAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CLEARWATER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033756
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133756
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd233760
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt059324
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt0170260
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt058728
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt052208
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt050425
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt0144721
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt049919
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt044377
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt02020-06-05
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt0135000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt0405000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt0135000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt0135000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt0135000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt0405000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt0135000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt0135000
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt039549
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt0113506
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt039152
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt034805
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0138581
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0139180
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0135000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0135000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.116800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.114937
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.118663
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0599
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01186481
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01174554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01137675
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0135000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.233600
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0135000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0135000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0135000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JENNIFER N MILEY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt015371 ROOSEVELT BLVD SUITE 107
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CLEARWATER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033760
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07277264577
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION'S PRIMARY PURPOSE IS TO RELIEVE POVERTY AND HUMAN DISTRESS THROUGH PROVIDING NEEDY INDIVIDUALS WITH SCHOLARSHIPS TO OBTAIN EDUCATION IN THE MEDICAL FIELD AND TO TAKE TAKE MUSIC LESSONS. THE SCHOLARSHIPS PROVIDED FOR EDUCATION IN A MEDICAL RELATED CAREER WILL BE GRANTED WITH THE INTENTION THAT THE RECIPIENT OBTAIN A COLLEGE DEGREE AND WORK IN THE MEDICAL FIELD. THE RECIPIENTS THAT OBTAIN SUCH A DEGREE WOULD THEN HAVE THE SKILLS AND KNOWLEDGE NECESSARY SO THAT THEY WILL BECOME FINANCIALLY INDEPENDENT AND SELF-SUFFICIENT ON A GOING FORWARD BASIS. THE INDIVIDUALS RECEIVING THESE SCHOLARSHIPS WILL BE ENCOURAGED TO PROVIDE SERVICES AT NOT-FOR-PROFIT HOSPITALS, CLINICS, AND OTHER ENTITIES OWNED AND OPERATED BY NOT-FOR-PROFIT HOSPITALS AND OTHER ENTITIES DURING THEIR EDUCATIONAL YEARS AND THEREAFTER. THE FOUNDATION WILL ALSO PROVIDE GRANTS FOR MUSIC LESSONS. THESE GRANTS WILL PROMOTE THE ARTS AND WILL ENCOURAGE STUDENTS TO FIND AND DEVELOP THEIR MUSICAL TALENT. THE STUDENTS RECE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0135000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt135000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOR SCHOLARSHIP PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FOR SCHOLARSHIP PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MORTON PLANT MEASE HEALTH CARE FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1RUTH ECKERD HALL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01200 DRUID RD S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11111 MCMULLEN BOOTH RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLEARWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CLEARWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033756
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133759
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0135000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0135000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0135000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0135000
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DOUGLAS AND SALLY BAILEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03 SEASIDE LANE UNIT 701
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BELLEAIR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033756
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt079445
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt022661
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COMMERCIAL RENTAL PROPERTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT DEPRECIATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt022661
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt022661
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER N MILEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07277264577
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOUG & SALLY BAILEY FOUNDATION TR
ReturnHeader/Filer/BusinessNameControlTxt0DOUG
ReturnHeader/Filer/EIN0826805949
ReturnHeader/Filer/PhoneNum07277264577
ReturnHeader/Filer/USAddress/AddressLine1Txt015371 ROOSEVELT BLVD - SUITE 107
ReturnHeader/Filer/USAddress/CityNm0CLEARWATER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0337603501
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593544776
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HURD HAWKINS MEYERS & RADOSEVICHPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02299 TALL PINES DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LARGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033771
ReturnHeader/PreparerPersonGrp/PhoneNum07275011111
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH A MEYERS II CPA
ReturnHeader/ReturnTs02021-05-12T09:25:01-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-12-01
ReturnHeader/TaxPeriodEndDt02020-11-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,115,005
Liabilities
$1
Net assets
$1,115,005
Revenue
$196,349
Expenses
$191,968
Net income
$4,381
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.22$0.21$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.19$0.21$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.16$0.20$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.18$0.21$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.20$0.19$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.19$0.22$0.02
2018Summary only. Only limited summary data is available for this year.$1.13$0.00$1.32$0.19$1.13