Civic Intelligence

The Bat Hanadiv Foundation No 3

990PF • Fiscal year 2020 • EIN 13-3091620

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 28, 2021

Organization Profile
Carter Ledyard Milburn LLP2 WallNew York, NY 10005

(212) 732-3200

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2020 filings • $1B+ nonprofits • Source year 2020

Liabilities / Revenue

7th percentile

0.02x

Higher debt load relative to revenue than 7% of similar nonprofits.

2020 filings • $1B+ nonprofits • Source year 2020

Net Margin

96th percentile

76%

Higher net margin than 96% of similar nonprofits.

2020 filings • $1B+ nonprofits • Source year 2020

Top Officer Pay

15th percentile

$484,599

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2020 filings • $1B+ nonprofits • Source year 2020

Asset Growth

80th percentile

22%

Faster asset growth than 80% of similar nonprofits.

2020 filings • $1B+ nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

276%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • $1B+ nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$1,717,297,999

Up $313,009,836 (+22%) from 2019

Net Assets

$1,712,245,962

No earlier filing loaded for comparison.

Liabilities

Up

$5,052,037

Up $1,746,030 (+53%) from 2019

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin96th percentile

Revenue

Up

$245,079,951

Up $179,884,355 (+276%) from 2019

Expenses

Up

$59,520,917

Up $6,612,319 (+12%) from 2019

Net Income

Up

$185,559,034

Up $173,272,036 (+1410%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$2.0B$1.5B$1.0B$500M$0Assets 2011: $912,191,147Liabilities 2011: $16,574,3872011Assets 2012: $998,031,857Liabilities 2012: $3,787,5312012Assets 2013: $1,134,111,098Liabilities 2013: $4,304,8292013Assets 2014: $1,140,750,668Liabilities 2014: $2,749,7912014Assets 2015: $1,223,954,503Liabilities 2015: $3,139,5682015Assets 2018: $1,269,137,513Liabilities 2018: $2,828,7422018Assets 2019: $1,404,288,163Liabilities 2019: $3,306,0072019Assets 2020: $1,717,297,999Liabilities 2020: $5,052,037Net Assets 2020: $1,712,245,9622020Assets 2021: $1,821,068,564Liabilities 2021: $4,365,464Net Assets 2021: $1,816,703,1002021Assets 2022: $1,505,539,049Liabilities 2022: $3,023,910Net Assets 2022: $1,502,515,1392022Assets 2023: $1,572,245,291Liabilities 2023: $3,828,923Net Assets 2023: $1,568,416,3682023Assets 2024: $1,615,431,338Liabilities 2024: $616,200Net Assets 2024: $1,614,815,1382024

Highlighted filing

2020

Assets$1,717,297,999
Liabilities$5,052,037
Net Assets$1,712,245,962
Open 2020 Filing

Operations Trend

Revenue Growth99th percentile

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

$300M$200M$100M$0-$100MRevenue 2011: $11,713,218Expenses 2011: $32,703,030Net Income 2011: -$20,989,8122011Revenue 2012: $100,859,371Expenses 2012: $35,855,332Net Income 2012: $65,004,0392012Revenue 2013: $11,084,259Expenses 2013: $36,502,761Net Income 2013: -$25,418,5022013Revenue 2014: $47,457,071Expenses 2014: $42,850,991Net Income 2014: $4,606,0802014Revenue 2015: $85,938,127Expenses 2015: $35,412,265Net Income 2015: $50,525,8622015Revenue 2018: -$11,243,391Expenses 2018: $43,455,987Net Income 2018: -$54,699,3782018Revenue 2019: $65,195,596Expenses 2019: $52,908,598Net Income 2019: $12,286,9982019Revenue 2020: $245,079,951Expenses 2020: $59,520,917Net Income 2020: $185,559,0342020Revenue 2021: $100,134,391Expenses 2021: $62,681,491Net Income 2021: $37,452,9002021Revenue 2022: $9,040,540Expenses 2022: $37,508,796Net Income 2022: -$28,468,2562022Revenue 2023: $51,947,636Expenses 2023: $42,838,665Net Income 2023: $9,108,9712023Revenue 2024: $111,116,023Expenses 2024: $44,853,653Net Income 2024: $66,262,3702024

Highlighted filing

2020

Revenue$245,079,951
Expenses$59,520,917
Net Income$185,559,034
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 28, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Yad Hanadiv A Rothschild FoundationCorporate TrusteeFT$484,599-$484,599
Filing and Contact Details

Filer

Filer Name
Bat Hanadiv Foundation No 3
EIN
13-3091620
Phone
2127323200
Address
Carter Ledyard Milburn LLP2 Wall, New York, NY 10005

Signing Officer

Name
Barbara Patterson
Title
Agent
Phone
4414059872
Signed
2021-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Carter Ledyard & Milburn LLP
Address
2 Wall St, New York, NY 10005
Preparer
Denise A Dixon
Phone
2127323200
Raw XML Appendix302 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/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2Commonwealth Asset Management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3Hillhouse Capital Management Limited
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4Morant Wright Management Limited
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt045060085
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Various charitable purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0The foundation makes annual grants to various recipients administered by
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0Yad Hanadiv CC - Grant Administrato
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0Jerusalem
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0IS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045060085
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0Jader Trust No 4
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt1Fondation Berma
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0501(c)(4)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc1501(c)(4)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0Elements of common control
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt1Elements of common control
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd01
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03072
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02608
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt06372787
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Sales for future settlement
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0163950622
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0163950622
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank charges, safe custody & other miscellaneous expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt055805
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0426935
OtherIncreasesSchedule/OtherIncreasesDetail/Amt097603561
OtherIncreasesSchedule/OtherIncreasesDetail/Amt125345595
OtherIncreasesSchedule/OtherIncreasesDetail/Amt22755616
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Unrealised gains (loss) on investments and options
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Unrealised gains (loss) on open futures and forward currency
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2Net gain (loss) on exchanges of currencies
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06186312
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12324963
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt24875678
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt310535
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment management fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Investment administration fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2Grant making administration fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3Other
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt24630962
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt310535
TaxesSchedule/TaxesDetail/Amt0110202
TaxesSchedule/TaxesDetail/CategoryTxt0Japanese withholding tax & US excise tax (Refund)
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Barbara Patterson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Agent
ReturnHeader/BusinessOfficerGrp/PhoneNum04414059872
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bat Hanadiv Foundation No 3
ReturnHeader/Filer/BusinessNameControlTxt0BATH
ReturnHeader/Filer/EIN0133091620
ReturnHeader/Filer/PhoneNum02127323200
ReturnHeader/Filer/USAddress/AddressLine1Txt0Carter Ledyard Milburn LLP2 Wall
ReturnHeader/Filer/USAddress/CityNm0New York
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010005
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134986540
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carter Ledyard & Milburn LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 Wall St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010005
ReturnHeader/PreparerPersonGrp/PhoneNum02127323200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Denise A Dixon
ReturnHeader/ReturnTs02021-11-08T10:29:11-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Barbara
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Patterson
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,717,297,999
Liabilities
$5,052,037
Net assets
$1,712,245,962
Revenue
$245,079,951
Expenses
$59,520,917
Net income
$185,559,034
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1,615$0.62$1,615$111$44.9$66.3
2023Detailed filing. Detailed filing data is available for this year.$1,572$3.83$1,568$51.9$42.8$9.11
2022Detailed filing. Detailed filing data is available for this year.$1,506$3.02$1,503$9.04$37.5$28.5
2021Detailed filing. Detailed filing data is available for this year.$1,821$4.37$1,817$100$62.7$37.5
2020Detailed filing. Detailed filing data is available for this year.$1,717$5.05$1,712$245$59.5$186
2019Summary only. Only limited summary data is available for this year.$1,404$3.31$65.2$52.9$12.3
2018Summary only. Only limited summary data is available for this year.$1,269$2.83$11.2$43.5$54.7
2015Summary only. Only limited summary data is available for this year.$1,224$3.14$85.9$35.4$50.5
2014Summary only. Only limited summary data is available for this year.$1,141$2.75$47.5$42.9$4.61
2013Summary only. Only limited summary data is available for this year.$1,134$4.30$11.1$36.5$25.4
2012Summary only. Only limited summary data is available for this year.$998$3.79$101$35.9$65.0
2011Summary only. Only limited summary data is available for this year.$912$16.6$11.7$32.7$21.0