Civic Intelligence

Susan and Lawrence Bailis Family Foundation

990PF • Fiscal year 2018 • EIN 04-3388172

Jan 01, 2018 to Dec 31, 2018 • Filed on Feb 27, 2019

Organization Profile
133 Brattle StreetCambridge, MA 02138

(207) 883-9813

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$180,341

Flat from 2018

Net Assets

Flat

$180,341

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$22,646

Flat from 2018

Expenses

Flat

$19,967

Flat from 2018

Net Income

Flat

$2,679

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $255,612Liabilities 2010: $0Net Assets 2010: $255,6122010Assets 2011: $241,366Liabilities 2011: $02011Assets 2012: $229,238Liabilities 2012: $0Net Assets 2012: $229,2382012Assets 2013: $229,229Liabilities 2013: $0Net Assets 2013: $229,2292013Assets 2014: $218,174Liabilities 2014: $0Net Assets 2014: $218,1742014Assets 2015: $210,576Liabilities 2015: $0Net Assets 2015: $210,5762015Assets 2016: $201,670Liabilities 2016: $0Net Assets 2016: $201,6702016Assets 2017: $177,616Liabilities 2017: $0Net Assets 2017: $177,6162017Assets 2018: $180,341Liabilities 2018: $0Net Assets 2018: $180,3412018Assets 2018: $180,341Liabilities 2018: $0Net Assets 2018: $180,3412018Assets 2019: $164,500Liabilities 2019: $0Net Assets 2019: $164,5002019Assets 2020: $139,243Liabilities 2020: $0Net Assets 2020: $139,2432020Assets 2021: $133,120Liabilities 2021: $0Net Assets 2021: $133,1202021Assets 2022: $117,066Liabilities 2022: $0Net Assets 2022: $117,0662022Assets 2023: $117,702Liabilities 2023: $0Net Assets 2023: $117,7022023Assets 2024: $110,627Liabilities 2024: $0Net Assets 2024: $110,6272024

Highlighted filing

2018

Assets$180,341
Liabilities$0
Net Assets$180,341
Open 2018 Filing

Operations Trend

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

$40K$20K$0-$20K-$40KExpenses 2010: $29,6142010Revenue 2011: $6,549Expenses 2011: $20,747Net Income 2011: -$14,1982011Expenses 2012: $12,6672012Revenue 2013: $7,970Expenses 2013: $7,994Net Income 2013: -$242013Revenue 2014: $11,056Expenses 2014: $22,052Net Income 2014: -$10,9962014Revenue 2015: $8,831Expenses 2015: $16,399Net Income 2015: -$7,5682015Revenue 2016: $6,644Expenses 2016: $15,505Net Income 2016: -$8,8612016Revenue 2017: $4,468Expenses 2017: $28,513Net Income 2017: -$24,0452017Revenue 2018: $22,646Expenses 2018: $19,967Net Income 2018: $2,6792018Revenue 2018: $22,646Expenses 2018: $19,967Net Income 2018: $2,6792018Revenue 2019: $5,236Expenses 2019: $21,032Net Income 2019: -$15,7962019Revenue 2020: $4,365Expenses 2020: $30,148Net Income 2020: -$25,7832020Revenue 2021: $22,047Expenses 2021: $28,170Net Income 2021: -$6,1232021Revenue 2022: $3,702Expenses 2022: $19,756Net Income 2022: -$16,0542022Revenue 2023: $20,206Expenses 2023: $19,570Net Income 2023: $6362023Revenue 2024: $6,275Expenses 2024: $13,350Net Income 2024: -$7,0752024

Highlighted filing

2018

Revenue$22,646
Expenses$19,967
Net Income$2,679
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Feb 27, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAWRENCE N BAILISTrustee - As Needed-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJEWISH ALLIANCE FOR LAW & SOCIAL ACTIONUNRESTRICTEDPUBLICBOSTON, MA, US$5,250
Paid GrantBEND THE ARC A JEWISH PARTNERSHIP FOR JUSTICEUNRESTRICTEDPUBLICNEW YORK, NY, US$3,250
Paid GrantJOIN FOR JUSTICEUNRESTRICTEDPUBLICBOSTON, MA, US$2,500
Paid GrantSHARED INTERESTUNRESTRICTEDPUBLICNEW YORK, NY, US$2,000
Filing and Contact Details

Filer

Filer Name
Susan and Lawrence Bailis
EIN
04-3388172
Phone
2078839813
Address
133 BRATTLE STREET, CAMBRIDGE, MA 02138

Signing Officer

Name
Lawrence N Bailis Trustee
Title
Trustee
Phone
2078839813
Signed
2019-02-27
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
15 CASCO STREET, PORTLAND, ME 04101
Preparer
Richard B Dawson
Phone
2073527600
Raw XML Appendix342 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LAWRENCE N BAILIS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0330 7TH AVENUE 19TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt118 TREMONT STREET SUITE 320
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2359 BOYLSTON STREET 4TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3121 W 27TH STREET SUITE 805
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202116
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310001
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013016
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013016
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02601
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04394
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01793
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02601
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014809
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01793
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04394
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02601
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0481
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02018 DIVIDENDS RECEIVED IN 2019
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0527
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02017 DIVIDENDS RECEIVED IN 2018
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01383
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt15427
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt235
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1FINANCIAL ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2ANNUAL REPORT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt11809
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01383
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt13618
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt235
TaxesSchedule/TaxesDetail/Amt0105
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0105
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE N BAILIS TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02078839813
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUSAN AND LAWRENCE BAILIS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BAIL
ReturnHeader/Filer/EIN0043388172
ReturnHeader/Filer/PhoneNum02078839813
ReturnHeader/Filer/USAddress/AddressLine1Txt0133 BRATTLE STREET
ReturnHeader/Filer/USAddress/CityNm0CAMBRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002138
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04C8667577235172F58D5126F8F834BC15B4AFF7A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.19.127.190
ReturnHeader/FilingSecurityInformation/IPDt02019-02-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:16:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015 CASCO STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004101
ReturnHeader/PreparerPersonGrp/PhoneNum02073527600
ReturnHeader/PreparerPersonGrp/PreparationDt02019-02-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD B DAWSON
ReturnHeader/ReturnTs02019-03-12T11:33:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$180,341
Liabilities
$0
Net assets
$180,341
Revenue
$22,646
Expenses
$19,967
Net income
$2,679
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
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