Civic Intelligence

The B & L Foundation

990PF • Fiscal year 2011 • EIN 13-6064168

Jan 01, 2011 to Dec 31, 2011 • Filed on Aug 13, 2012

Box 252010021
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.08x

Higher debt load relative to assets than 53% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

6th percentile

-20%

Faster asset growth than 6% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$1,325,905

Down $337,529 (-20%) from 2010

Net Assets

Down

$1,225,905

Down $72,529 (-5.6%) from 2010

Liabilities

Down

$100,000

Down $265,000 (-73%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$306,466

Down $87,886 (-22%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,663,434Liabilities 2010: $365,000Net Assets 2010: $1,298,4342010Assets 2011: $1,325,905Liabilities 2011: $100,000Net Assets 2011: $1,225,9052011Assets 2012: $1,369,666Liabilities 2012: $145,000Net Assets 2012: $1,224,6662012Assets 2013: $1,600,205Liabilities 2013: $145,000Net Assets 2013: $1,455,2052013Assets 2014: $2,011,538Liabilities 2014: $0Net Assets 2014: $2,011,5382014Assets 2015: $1,887,615Liabilities 2015: $0Net Assets 2015: $1,887,6152015Assets 2016: $1,798,929Liabilities 2016: $0Net Assets 2016: $1,798,9292016Assets 2017: $1,697,179Liabilities 2017: $0Net Assets 2017: $1,697,1792017Assets 2018: $1,631,328Liabilities 2018: $0Net Assets 2018: $1,631,3282018Assets 2019: $1,728,308Liabilities 2019: $0Net Assets 2019: $1,728,3082019Assets 2020: $1,577,039Liabilities 2020: $0Net Assets 2020: $1,577,0392020Assets 2021: $1,685,083Liabilities 2021: $0Net Assets 2021: $1,685,0832021Assets 2022: $1,552,414Liabilities 2022: $0Net Assets 2022: $1,552,4142022Assets 2023: $1,560,790Liabilities 2023: $0Net Assets 2023: $1,560,7902023Assets 2024: $1,672,321Liabilities 2024: $2,476Net Assets 2024: $1,669,8452024

Highlighted filing

2011

Assets$1,325,905
Liabilities$100,000
Net Assets$1,225,905

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $394,3522010Expenses 2011: $306,4662011Expenses 2012: $166,4872012Revenue 2013: $381,438Expenses 2013: $150,899Net Income 2013: $230,5392013Revenue 2014: $687,185Expenses 2014: $130,852Net Income 2014: $556,3332014Revenue 2015: $47,669Expenses 2015: $171,592Net Income 2015: -$123,9232015Revenue 2016: $40,352Expenses 2016: $129,038Net Income 2016: -$88,6862016Revenue 2017: $48,312Expenses 2017: $150,062Net Income 2017: -$101,7502017Revenue 2018: $119,017Expenses 2018: $184,868Net Income 2018: -$65,8512018Revenue 2019: $264,149Expenses 2019: $167,169Net Income 2019: $96,9802019Revenue 2020: $43,588Expenses 2020: $194,857Net Income 2020: -$151,2692020Revenue 2021: $287,998Expenses 2021: $179,954Net Income 2021: $108,0442021Revenue 2022: $43,578Expenses 2022: $176,247Net Income 2022: -$132,6692022Revenue 2023: $238,822Expenses 2023: $188,004Net Income 2023: $50,8182023Revenue 2024: $294,066Expenses 2024: $184,387Net Income 2024: $109,6792024

Highlighted filing

2011

Revenue-
Expenses$306,466
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Aug 13, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BERNARD PALITZTrustee/ManagerPT$0--
BERNARD G PALITZ JRTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFRICK COLLECTIONDONATIONPUBLIC CHARITYNEW YORK, NY, US$32,500
Paid GrantADDISON GALLERY OF AMERICAN ARTDONATIONPUBLIC CHARITYANDOVER, MA, US$30,000
Paid GrantPIERPOINT MORGAN LIBRARYDONATIONPUBLIC CHARITYNEW YORK, NY, US$25,000
Paid GrantYALE UNIVERSITYDONATIONPUBLIC CHARITYNEW HAVEN, CT, US$20,500
Paid GrantCONGREGATIION EMANU-ELDONATIONPUBLIC CHARITYNEW YORK, NY, US$4,630
Paid GrantMETROPOLITAN MUSEUM OF ARTDONATIONPUBLIC CHARITYNEW YORK, NY, US$3,000
Paid GrantHERBERT F JOHNSON MUSEUM OF ARTDONATIONPUBLIC CHARITYITHACA, NY, US$2,500
Paid GrantROCKEFELLER UNIVERSITYDONATIONPUBLIC CHARITYNEW YORK, NY, US$2,500
Paid GrantWORCHESTER ART MUSEUMDONATIONPUBLIC CHARITYWORTCHESTER, MA, US$2,500
Paid GrantEHTICAL CULTURE FIELDSTON SCHOOLDONATIONPUBLIC CHARITYNEW YORK, NY, US$1,000
Paid GrantHOPKINS SCHOOLDONATIONPUBLIC CHARITYBALTIMORE, MD, US$1,000
Paid GrantTHE MASTERS SCHOOLDONATIONPUBLIC CHARITYDOBBS FERRY, NY, US$1,000
Paid GrantUNITED JEWISH APPEALDONATIONPUBLIC CHARITYNEW YORK, NY, US$1,000
Paid GrantMETROPOLITAN OPERADONATIONPUBLIC CHARITYNEW YORK, NY, US$550
Paid GrantFRIENDS OF THE MAURITSHUISDONATIONPUBLIC CHARITYNEW YORK, NY, US$500
Paid GrantBALLET THEATRE FOUNDATIONDONATIONPUBLIC CHARITYNEW YORK, NY, US$300
Paid GrantIFARDONATIONPUBLIC CHARITYNEW YORK, NY, US$250
Paid GrantNEW YORL PHILHARMONICDONATIONPUBLIC CHARITYNEW YORK, NY, US$110
Paid GrantTHIRTEEN ASSOCIATESDONATIONPUBLIC CHARITYNEW YORK, NY, US$100
Paid GrantHAWLEYVILLE VOLUNTEER FIRE CODONATIONPUBLIC CHARITYHAWLEYVILLE, CT, US$50
Paid GrantTAU BETA PI ASSOCIATIONDONATIONPUBLIC CHARITYKNOXVILLE, TN, US$50
Filing and Contact Details

Filer

EIN
13-6064168
Raw XML AppendixShowing 400 of 565 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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AccountingFeesSchedule/AccountingFees/Amount02000
AccountingFeesSchedule/AccountingFees/Amount15000
AccountingFeesSchedule/AccountingFees/Category0K.F. PAVESI CPA PC
AccountingFeesSchedule/AccountingFees/Category1WITHUM SMITH BROWN CPAS
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome02000
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome15000
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock03500 shares of ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12422 shares of KRAFT FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23500 shares of PHILIP MORRIS INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock383445 shares of STERLING BANCORP
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62006-07-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72010-02-09
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8INDIA CAPITAL FUND LP, K-1 LINE 9a
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2NEW YORK

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.29$0.18$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.24$0.19$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.04$0.18$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.29$0.18$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.04$0.19$0.15
2019Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.26$0.17$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.12$0.18$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.05$0.15$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.04$0.13$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.05$0.17$0.12
2014Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.69$0.13$0.56
2013Detailed filing. Detailed filing data is available for this year.$1.60$0.15$1.46$0.38$0.15$0.23
2012Detailed filing. Detailed filing data is available for this year.$1.37$0.15$1.22$0.17
2011Detailed filing. Detailed filing data is available for this year.$1.33$0.10$1.23$0.31
2010Detailed filing. Detailed filing data is available for this year.$1.66$0.37$1.30$0.39