The Serena Bailey Foundation Inc is a private foundation focused on Education, based in LAKELAND, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $865K in total assets. In 2024, it awarded 1 grants totaling $90K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$865K
-8.7% YoY
Annual Giving
$90K
Grant Count
1
Avg Grant Size
$90K
Under IRS private-foundation payout rules, The Serena Bailey Foundation Inc reported a distributable amount of $44K for 2024 — the minimum it must pay out in qualifying distributions.
About The Serena Bailey Foundation Inc
Based on IRS filings
The Serena Bailey Foundation Inc is a private foundation focused on Education, based in LAKELAND, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $865K in total assets. In 2024, it awarded 1 grants totaling $90K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $865,028 | $947,729 | $931,798 |
| Revenue | $29,696 | $22,140 | $22,677 |
| Expenses | $112,335 | $3,238 | $49,618 |
| Qualifying Distributions | $94,416 | $2,590 | $48,080 |
| Net Investment Income | — | — | — |
| Distributable Amount | $44,276 | $43,197 | $46,614 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
3 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Lakeland Public Library ($90,000).
| Recipient | Purpose | Amount |
|---|---|---|
| LAKELAND PUBLIC LIBRARY LAKELAND, FL | TO PURCHASE LIBRARY BOOKS AND PERIODICALS | $90,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BRENDA JOYCE PATTERSON | PRESIDENT/SECRETARY | 1 | — |
| JAMES A JACKSON JR | VICE PRESIDENT | 1 | — |
| SONYA ELAM | TREASURER | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Serena Bailey Foundation Inc?
The Serena Bailey Foundation Inc is a private foundation focused on Education, based in LAKELAND, FL. It holds $865K in total assets as of 2024.
How large is The Serena Bailey Foundation Inc?
As of 2024, The Serena Bailey Foundation Inc holds $865K in total assets with $30K in annual revenue. It awarded 1 grants totaling $90K in 2024.
Where does The Serena Bailey Foundation Inc operate?
The Serena Bailey Foundation Inc has awarded grants in Florida.
What size grants does The Serena Bailey Foundation Inc award?
In 2024, The Serena Bailey Foundation Inc awarded 1 grants totaling $90K — an average of about $90K per grant, based on its IRS Form 990 filings.
How much is The Serena Bailey Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Serena Bailey Foundation Inc reported a distributable amount of $44K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Serena Bailey Foundation Inc's EIN?
The Serena Bailey Foundation Inc's EIN (Employer Identification Number) is 20-0187582. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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