Civic Intelligence

Bradley Family Charitable Foundation Trust

990PF • Fiscal year 2010 • EIN 13-7489040

Jan 01, 2010 to Dec 31, 2010 • Filed on May 13, 2011

Organization Profile
107 Brewery Road10956
Siviq Scores

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

Liabilities / Assets

82nd percentile

0.00x

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

2010 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2010 filings • NTEE T • $1M-$5M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets82nd percentile

Assets

$3,539,219

No earlier filing loaded for comparison.

Net Assets

$3,539,219

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$57,668

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,539,219Liabilities 2010: $0Net Assets 2010: $3,539,2192010Assets 2011: $3,508,709Liabilities 2011: $0Net Assets 2011: $3,508,7092011Assets 2012: $3,442,346Liabilities 2012: $0Net Assets 2012: $3,442,3462012Assets 2013: $3,610,098Liabilities 2013: $0Net Assets 2013: $3,610,0982013Assets 2014: $3,728,600Liabilities 2014: $0Net Assets 2014: $3,728,6002014Assets 2015: $3,641,776Liabilities 2015: $0Net Assets 2015: $3,641,7762015Assets 2016: $4,147,267Liabilities 2016: $0Net Assets 2016: $4,147,2672016Assets 2017: $4,113,449Liabilities 2017: $0Net Assets 2017: $4,113,4492017Assets 2018: $4,203,689Liabilities 2018: $0Net Assets 2018: $4,203,6892018Assets 2019: $4,105,403Liabilities 2019: $0Net Assets 2019: $4,105,4032019Assets 2020: $4,018,967Liabilities 2020: $0Net Assets 2020: $4,018,9672020Assets 2021: $4,212,713Liabilities 2021: $0Net Assets 2021: $4,212,7132021Assets 2022: $5,595,595Liabilities 2022: $0Net Assets 2022: $5,595,5952022Assets 2023: $5,711,578Liabilities 2023: $0Net Assets 2023: $5,711,5782023Assets 2024: $5,851,381Liabilities 2024: $0Net Assets 2024: $5,851,3812024

Highlighted filing

2010

Assets$3,539,219
Liabilities$0
Net Assets$3,539,219
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $57,6682010Expenses 2011: $175,1412011Expenses 2012: $212,1312012Revenue 2013: $385,348Expenses 2013: $217,596Net Income 2013: $167,7522013Revenue 2014: $333,931Expenses 2014: $215,429Net Income 2014: $118,5022014Revenue 2015: $143,937Expenses 2015: $230,761Net Income 2015: -$86,8242015Revenue 2016: $749,212Expenses 2016: $243,721Net Income 2016: $505,4912016Revenue 2017: $216,233Expenses 2017: $250,051Net Income 2017: -$33,8182017Revenue 2018: $346,049Expenses 2018: $255,809Net Income 2018: $90,2402018Revenue 2019: $185,036Expenses 2019: $283,322Net Income 2019: -$98,2862019Revenue 2020: $167,251Expenses 2020: $253,687Net Income 2020: -$86,4362020Revenue 2021: $513,390Expenses 2021: $319,644Net Income 2021: $193,7462021Revenue 2022: $1,701,891Expenses 2022: $319,009Net Income 2022: $1,382,8822022Revenue 2023: $489,604Expenses 2023: $373,621Net Income 2023: $115,9832023Revenue 2024: $622,809Expenses 2024: $483,006Net Income 2024: $139,8032024

Highlighted filing

2010

Revenue-
Expenses$57,668
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
May 13, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY A JAKALOWTrustee-$0--
RONALD GAULTTrustee-$0--
PATRICIA BLANCHETTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL AND UNRESTRICTED501(C)(3)NEW ORLEANS, LA, US$20,000
Paid Grant-GENERAL AND UNRESTRICTED501(C)(3)NEW YORK, NY, US$10,000
Filing and Contact Details

Filer

EIN
13-7489040
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IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY03421502
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY03539219
IRS990PF/BalanceSheets/TotalNetAssetsBOY03421502
IRS990PF/BalanceSheets/TotalNetAssetsEOY03539219
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome093033
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0998237
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02010-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02010-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PUBLICLY-TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss093033
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses093033
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice01091270
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss093033
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0117717
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal03539219
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY03421502
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY03539219
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0178781
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0178781
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0178781
IRS990PF/DistributableAmount/MinimumInvestmentReturn0181756
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome02975
IRS990PF/DistributableAmount/TotalTax02975
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear03003
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax02975
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment03003
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment022
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal02975
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome02975
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension06000
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments06000
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY03916896
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets03690478
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances010857
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities03679621
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable055357
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0181756
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets03635121
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets03690478
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition22.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ForeignAddress/AddressLine1010 WATERFALL ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ForeignAddress/City0JOHANNESBURG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ForeignAddress/Country0SF
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ForeignAddress/PostalCode02193
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0GARY A JAKALOW
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1RONALD GAULT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2PATRICIA BLANCHET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10107 BREWERY ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11285 CENTRAL PARK WEST 9S
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0NEW CITY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1NEW YORK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0109566115
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode1100243006
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct01519633
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets01518146
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.41763
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.03753
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.05172
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear301.58128
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets03635121
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear102146822
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20483355
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3015810
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4018848
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome01487
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions030375
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1080570
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2025000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3025000
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio01.67053
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions030375
IRS990PF/QualifyingDistributions/ExpensesAndContributions030375
IRS990PF/QualifyingDistributions/QualifyingDistributions030375
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10GARY A JAKALOW EA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08456382355
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10107 BREWERY ROAD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0NEW CITY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0109566115
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false

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Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,539,219
Liabilities
$0
Net assets
$3,539,219
Revenue
-
Expenses
$57,668
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.62$0.48$0.14
2023Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.49$0.37$0.12
2022Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$1.70$0.32$1.38
2021Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.51$0.32$0.19
2020Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.17$0.25$0.09
2019Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.19$0.28$0.10
2018Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.35$0.26$0.09
2017Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.22$0.25$0.03
2016Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.75$0.24$0.51
2015Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.14$0.23$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.33$0.22$0.12
2013Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.39$0.22$0.17
2012Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.21
2011Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.18
2010Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.06