Susan and Lawrence Bailis Family Foundation

990PF • Fiscal year 2013 • EIN 04-3388172

Jan 01, 2013 to Dec 31, 2013 • Filed on May 02, 2014

Organization Profile

133 Brattle StreetCambridge, MA 02138

(207) 883-9813

Siviq Scores

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

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

-0.3%

Higher net margin than 42% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

-0.0%

Faster asset growth than 47% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

10%

Faster revenue growth than 64% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2011 to 2013

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$229,229

Down $9 (-0.0%) from 2012

Net Assets

Down

$229,229

Down $9 (-0.0%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin42nd percentile

Revenue

$7,970

No earlier filing loaded for comparison.

Expenses

Down

$7,994

Down $4,673 (-37%) from 2012

Net Income

-$24

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

Highlighted filing

2013

Assets$229,229

Liabilities$0

Net Assets$229,229

Open 2013 Filing

Operations Trend

Revenue Growth64th percentile

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

Highlighted filing

2013

Revenue$7,970

Expenses$7,994

Net Income-$24

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: May 2, 2014
Return Version: 2013v3.0

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
LAWRENCE N BAILIS	Trustee - As Needed	-	$0	-	-

Filing and Contact Details

Filer

EIN: 04-3388172
Phone: 2078839813

Signing Officer

Name: Lawrence N Bailis Trustee
Title: Trustee
Phone: 2078839813
Signed: 2014-05-02
Discuss with paid preparer: Yes

Preparer

Preparer: Richard B Dawson
Phone: 2078740355

Raw XML Appendix308 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.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	4485
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	77919
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	36678
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	NATIXIS VAUGHAN NELSON SMALL CAP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	OPPENHEIMER DEVELOPING MARKETS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	UTS SPDR TRUST SER1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	HARDING LOEVNER INTL EQTY INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	37488
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	5662
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	111919
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	3	45491
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	2	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	3	AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	3617
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	4228
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	7845
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	0
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt	0	0
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	7845
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	4228
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	125
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	3617
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	3617
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-24
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	4228
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	4228
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	351
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	7429
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	7429
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	65
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	65
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	7494
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	7994
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	7845
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	7970
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	7494
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	7494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	4228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	4228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	4228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	4228
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-24
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	384
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	399
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	229613
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	229238
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	229229
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt	0	0
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	12109
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	12109
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	12109
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	12116
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt	0	0
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	7
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	7
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	1094
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	1101
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	7
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	1094
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	7
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	7
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	1101
IRS990PF/FMVAssetsEOYAmt	0	277893
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt	0	18000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt	0	18000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt	0	18000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt	0	18000
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	229238
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	229229
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	106111
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	151896
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	200560
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	105127
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	59333
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	59333
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	229238
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	229229
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	277893
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	229238
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	229229
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	229238
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	229229
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	246017
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	84953
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	161064
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	3690
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	12116
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	242327
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	246017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	LAWRENCE N BAILIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE - AS NEEDED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	0	133 BRATTLE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	0	CAMBRIDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	0	MA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	17618
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	13000
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	48025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.072702
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.030765
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.054240
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.077959
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	0.075555
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	0.124993
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	4
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	242327
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	227528
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	239677
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	250132
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	268413
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	384222
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.363512
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	500
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	500
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	500
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	0
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	0
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	0
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	MARY ANN RODRIGUE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1	0	18 ATLANTIC DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City	0	SCARBOROUGH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State	0	ME
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode	0	04074
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2078839813
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1	0	JOIN FOR JUSTICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	0	359 BOYLSTON STREET 4TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	0	BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	0	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	0	02116
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	500
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	12109
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	11609
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	1016
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	6993
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	6859
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	28814
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	11609
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	17205
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	14868
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	1016
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	6993
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	6859
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	32073
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	43682
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amount	0	384
OtherDecreasesSchedule/OtherDecreasesDetail/Description	0	2013 DIVIDENDS RECEIVED IN 2014
OtherIncreasesSchedule/OtherIncreasesDetail/Amount	0	399
OtherIncreasesSchedule/OtherIncreasesDetail/Description	0	2012 DIVIDENDS RECEIVED IN 2013
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	1168
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	6226
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	2	35
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	FINANCIAL ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	2	ANNUAL REPORT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	2	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	1168
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	6226
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	2	35
TaxesSchedule/TaxesDetail/Amt	0	65
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	65
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	LAWRENCE N BAILIS TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2078839813
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	SUSAN AND LAWRENCE BAILIS FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	BAIL
ReturnHeader/Filer/EIN	0	043388172
ReturnHeader/Filer/PhoneNum	0	2078839813
ReturnHeader/Filer/USAddress/AddressLine1	0	133 BRATTLE STREET
ReturnHeader/Filer/USAddress/City	0	CAMBRIDGE
ReturnHeader/Filer/USAddress/State	0	MA
ReturnHeader/Filer/USAddress/ZIPCode	0	02138
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	010459941
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	DAWSON SMITH PURVIS & BASSETT PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	15 CASCO STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	041012902
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2078740355
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	RICHARD B DAWSON
ReturnHeader/ReturnTs	0	2014-05-14T09:37:00-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $229,229
Liabilities: $0
Net assets: $229,229
Revenue: $7,970
Expenses: $7,994
Net income: -$24

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.	$1.11	$0.00	$1.11	$0.06	$0.13	$0.07
2023Detailed filing. Detailed filing data is available for this year.	$1.18	$0.00	$1.18	$0.20	$0.20	$0.01
2022Detailed filing. Detailed filing data is available for this year.	$1.17	$0.00	$1.17	$0.04	$0.20	$0.16
2021Detailed filing. Detailed filing data is available for this year.	$1.33	$0.00	$1.33	$0.22	$0.28	$0.06
2020Detailed filing. Detailed filing data is available for this year.	$1.39	$0.00	$1.39	$0.04	$0.30	$0.26
2019Detailed filing. Detailed filing data is available for this year.	$1.65	$0.00	$1.65	$0.05	$0.21	$0.16
2018Detailed filing. Detailed filing data is available for this year.	$1.80	$0.00	$1.80	$0.23	$0.20	$0.03
2017Detailed filing. Detailed filing data is available for this year.	$1.78	$0.00	$1.78	$0.04	$0.29	$0.24
2016Detailed filing. Detailed filing data is available for this year.	$2.02	$0.00	$2.02	$0.07	$0.16	$0.09
2015Detailed filing. Detailed filing data is available for this year.	$2.11	$0.00	$2.11	$0.09	$0.16	$0.08
2014Detailed filing. Detailed filing data is available for this year.	$2.18	$0.00	$2.18	$0.11	$0.22	$0.11
2013Detailed filing. Detailed filing data is available for this year.	$2.29	$0.00	$2.29	$0.08	$0.08	$0.00
2012Detailed filing. Detailed filing data is available for this year.	$2.29	$0.00	$2.29		$0.13
2011Summary only. Only limited summary data is available for this year.	$2.41	$0.00		$0.07	$0.21	$0.14
2010Detailed filing. Detailed filing data is available for this year.	$2.56	$0.00	$2.56		$0.30