Nonprofit · EIN 20-0187582
THE SERENA BAILEY FOUNDATION INC
Tax-exempt · LAKELAND, FL 33806
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $50,283 | $40,322 | $9,961 | $875,109 | $0 | $875,109 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $32,725
- Interest
- $456
- Net gain from sales of assets
- $483
- Other income
- $16,619
Expenses
- Grants and similar amounts paid
- $36,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $39,986
- Excise tax on investment income
- $3
Balance sheet and other
- Total assets, start of year
- $865,028
- Total assets, end of year
- $875,109
- Total liabilities, end of year
- $0
- Net assets, end of year
- $875,109
- Fair market value of assets
- $814,402
- Qualifying distributions
- $39,986
- Net investment income
- $516
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRENDA JOYCE PATTERSON PO BOX 8990 STE A, LAKELAND, FL 338062174 | PRESIDENT/SECRETARY | 1 | $0 |
| JAMES A JACKSON JR PO BOX 8990 STE A, LAKELAND, FL 338068990 | VICE PRESIDENT | 1 | $0 |
| SONYA ELAM PO BOX 8990 STE A, LAKELAND, FL 338068990 | TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 8990, LAKELAND, FL 33806-8990
- In care of
- % LAKELAND PUBLIC LIBRARY
- Signed the 990-PF
- BRENDA JOYCE PATTERSON, PRESIDENT/SECRETARY
- Phone
- (863) 670-5754
- Return prepared by
- CLIFTONLARSONALLEN LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-0187582
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B19)
- Assets (IRS master file)
- $875,109
- Income (IRS master file)
- $59,857
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $22,140 | $3,238 | $947,729 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about THE SERENA BAILEY FOUNDATION INC
- What is the EIN of THE SERENA BAILEY FOUNDATION INC?
- The employer identification number (EIN) of THE SERENA BAILEY FOUNDATION INC is 20-0187582.
- Is THE SERENA BAILEY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to THE SERENA BAILEY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE SERENA BAILEY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE SERENA BAILEY FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE SERENA BAILEY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE SERENA BAILEY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does THE SERENA BAILEY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $50,283, expenses of $40,322 and total assets of $875,109 at year end.
Other nonprofits in LAKELAND
- FLORIDA SOUTHERN COLLEGE EIN 59-0624401 · last filed 990 for 2025
- SOUTHEASTERN UNIVERSITY INC EIN 59-0722789 · last filed 990 for 2025
- POLK COUNTY SCHOOL READINESS COALITION INC EIN 59-3648316 · last filed 990 for 2025
- THE SCHOOLS OF MCKEEL ACADEMY INC EIN 65-0854467 · last filed 990 for 2025
- LAKELAND CHRISTIAN SCHOOL INC EIN 59-0730067 · last filed 990 for 2025
- NEW BEGINNINGS HIGH SCHOOL EIN 27-5069973 · last filed 990 for 2025
- ACHIEVEMENT ACADEMY INC EIN 59-0774205 · last filed 990 for 2025
- ACADEMY PREP FOUNDATION INC EIN 59-3377240 · last filed 990 for 2025