Civic Intelligence

Lawrence & Isabel Barnett Charitable Foundation Inc

990PF • Fiscal year 2012 • EIN 20-2761633

Sep 01, 2011 to Aug 31, 2012 • Filed on Jan 09, 2013

C/O Citrin 709 Westchester Ave10604
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2012 filings • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

85th percentile

$90,000

Higher top officer pay than 85% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

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

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$20,474,481

No earlier filing loaded for comparison.

Net Assets

$20,474,481

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$2,318,175

No earlier filing loaded for comparison.

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.

$30M$20M$10M$0Assets 2012: $20,474,481Liabilities 2012: $0Net Assets 2012: $20,474,4812012Assets 2013: $23,814,833Liabilities 2013: $0Net Assets 2013: $23,814,8332013Assets 2014: $24,102,756Liabilities 2014: $0Net Assets 2014: $24,102,7562014Assets 2015: $22,547,153Liabilities 2015: $0Net Assets 2015: $22,547,1532015Assets 2016: $20,785,419Liabilities 2016: $0Net Assets 2016: $20,785,4192016Assets 2017: $19,502,432Liabilities 2017: $0Net Assets 2017: $19,502,4322017Assets 2018: $20,221,931Liabilities 2018: $0Net Assets 2018: $20,221,9312018Assets 2019: $20,635,805Liabilities 2019: $0Net Assets 2019: $20,635,8052019Assets 2020: $19,640,639Liabilities 2020: $75,828Net Assets 2020: $19,564,8112020Assets 2021: $18,978,961Liabilities 2021: $128,117Net Assets 2021: $18,850,8442021Assets 2022: $19,690,328Liabilities 2022: $180,078Net Assets 2022: $19,510,2502022Assets 2023: $19,266,628Liabilities 2023: $244,981Net Assets 2023: $19,021,6472023Assets 2024: $19,929,699Liabilities 2024: $217,171Net Assets 2024: $19,712,5282024Assets 2025: $19,466,326Liabilities 2025: $217,791Net Assets 2025: $19,248,5352025

Highlighted filing

2012

Assets$20,474,481
Liabilities$0
Net Assets$20,474,481

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2012: $2,318,1752012Expenses 2013: $1,889,2842013Revenue 2014: $2,815,536Expenses 2014: $2,527,613Net Income 2014: $287,9232014Revenue 2015: $979,888Expenses 2015: $2,535,491Net Income 2015: -$1,555,6032015Revenue 2016: $750,804Expenses 2016: $2,512,538Net Income 2016: -$1,761,7342016Revenue 2017: $1,167,187Expenses 2017: $2,450,174Net Income 2017: -$1,282,9872017Revenue 2018: $1,375,010Expenses 2018: $655,511Net Income 2018: $719,4992018Revenue 2019: $1,678,972Expenses 2019: $1,265,098Net Income 2019: $413,8742019Revenue 2020: $690,723Expenses 2020: $1,761,717Net Income 2020: -$1,070,9942020Revenue 2021: $1,010,645Expenses 2021: $1,724,612Net Income 2021: -$713,9672021Revenue 2022: $2,280,040Expenses 2022: $1,620,634Net Income 2022: $659,4062022Revenue 2023: $891,376Expenses 2023: $1,379,979Net Income 2023: -$488,6032023Revenue 2024: $1,852,397Expenses 2024: $1,161,516Net Income 2024: $690,8812024Revenue 2025: $482,814Expenses 2025: $946,807Net Income 2025: -$463,9932025

Highlighted filing

2012

Revenue-
Expenses$2,318,175
Net Income-
Jump To
Filing Snapshot
Filing Period
Sep 1, 2011 to Aug 31, 2012
Signed
Jan 9, 2013
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAWRENCE R BARNETT JRDirector And SecretaryPT$90,000-$90,000
LAUREY J BARNETTDirector And Assistant Secretary-$0--
JAMES JOSEPH BARNETTDirector And Assistant Secretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOHIO STATE UNIVERSITYUNRESTRICTEDPRIVATECOLUMBUS, OH, US$1,000,000
Paid GrantALS ASSOCIATIONUNRESTRICTEDPUBLICWASHINGTON, DC, US$500,000
Paid GrantSTANFORD UNIVERSITYUNRESTRICTEDPRIVATESTANFORD, CA, US$277,332
Paid GrantMENLO SCHOOLUNRESTRICTEDPUBLICATHERTON, CA, US$51,862
Paid GrantUNIVERSITY OF MICHIGANUNRESTRICTEDPRIVATEANN ARBOR, MI, US$40,000
Paid GrantLE LYCEE FRANCAIS DE LOS ANGELESUNRESTRICTEDPUBLICLOS ANGELES, CA, US$30,000
Paid GrantPARTNERS ASIAUNRESTRICTEDPUBLICSEATTLE, WA, US$30,000
Paid GrantCEDAR SINAI SPORTS SPECTACULAR 2011UNRESTRICTEDPUBLICBEVERLY HILLS, CA, US$25,500
Paid GrantCURTIS SCHOOLUNRESTRICTEDPUBLICLOS ANGELES, CA, US$25,000
Paid GrantMCCALLUM THEATERUNRESTRICTEDPUBLICPALM DESERT, CA, US$25,000
Paid GrantNEW YORK UNIVERSITYUNRESTRICTEDPRIVATENEW YORK, NY, US$20,000
Paid GrantFOUNDATION FOR THE PEOPLE OF BURMAUNRESTRICTEDPUBLICBERKELEY, CA, US$14,118
Paid GrantDENVER ART MUSEUMUNRESTRICTEDPUBLICDEVER, CO, US$10,000
Paid GrantCAMPBELL HALL EPISCOPALUNRESTRICTEDPUBLICNOTH HOLLYWOOD, CA, US$10,000
Paid GrantORVILLE ATHLETIC BOOSTER CLUBUNRESTRICTEDPRIVATELOS ANGELES, CA, US$10,000
Paid GrantSTANFORD GRADUATE SCHOOL OF BUSINESSUNRESTRICTEDPRIVATESTANFORD, CA, US$10,000
Paid GrantSTANFORD LAW SCHOOLUNRESTRICTEDPRIVATESTANFORD, CA, US$10,000
Paid GrantUSCUNRESTRICTEDPRIVATELOS ANGELES, CA, US$10,000
Paid GrantUSC MARSHALL SCHOOL OF BUSINESSUNRESTRICTEDPRIVATELOS ANGELES, CA, US$10,000
Paid GrantGINIA WARING INTERNATIONAL PIANO COMPETITIONUNRESTRICTEDPRIVATEPALM DESERT, CA, US$5,000
Paid GrantCHILDREN HEALTH COUNCILUNRESTRICTEDPUBLICPALO ALTO, CA, US$2,000
Paid GrantCYSTIC FIBROSIS FOUNDATIONUNRESTRICTEDPUBLICBALTIMORE, MD, US$1,000
Filing and Contact Details

Filer

EIN
20-2761633
Raw XML AppendixShowing 400 of 539 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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DistributionFromCorpusElection/Election0PURSUANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2), THE ABOVE-REFERENCED FOUNDATION HEREBY ELECTS TO TREAT $386,552 OF THE CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0CORPORATE BONDS HELD AT BANK OF NY
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0LAWRENCE R BARNETT JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1LAUREY J BARNETT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JAMES JOSEPH BARNETT
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12CHILDREN HEALTH COUNCIL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13CYSTIC FIBROSIS FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14DENVER ART MUSEUM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15FOUNDATION FOR THE PEOPLE OF BURMA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16CURTIS SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17CAMPBELL HALL EPISCOPAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18LE LYCEE FRANCAIS DE LOS ANGELES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19MCCALLUM THEATER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110MENLO SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine111NEW YORK UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine112ORVILLE ATHLETIC BOOSTER CLUB
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine113PARTNERS ASIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine114STANFORD GRADUATE SCHOOL OF BUSINESS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine116STANFORD UNIVERSITY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine119USC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine120USC MARSHALL SCHOOL OF BUSINESS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine121GINIA WARING INTERNATIONAL PIANO COMPETITION
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1183003 SOUTH STATE STREET
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine120ADM 160 MC 4017
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WASHINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1BEVERLY HILLS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2PALO ALTO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3BALTIMORE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4DEVER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5BERKELEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6LOS ANGELES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7NOTH HOLLYWOOD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8LOS ANGELES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9PALM DESERT

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$19.5$0.22$19.2$0.48$0.95$0.46
2024Detailed filing. Detailed filing data is available for this year.$19.9$0.22$19.7$1.85$1.16$0.69
2023Detailed filing. Detailed filing data is available for this year.$19.3$0.24$19.0$0.89$1.38$0.49
2022Detailed filing. Detailed filing data is available for this year.$19.7$0.18$19.5$2.28$1.62$0.66
2021Detailed filing. Detailed filing data is available for this year.$19.0$0.13$18.9$1.01$1.72$0.71
2020Detailed filing. Detailed filing data is available for this year.$19.6$0.08$19.6$0.69$1.76$1.07
2019Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$1.68$1.27$0.41
2018Detailed filing. Detailed filing data is available for this year.$20.2$0.00$20.2$1.38$0.66$0.72
2017Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$1.17$2.45$1.28
2016Detailed filing. Detailed filing data is available for this year.$20.8$0.00$20.8$0.75$2.51$1.76
2015Detailed filing. Detailed filing data is available for this year.$22.5$0.00$22.5$0.98$2.54$1.56
2014Detailed filing. Detailed filing data is available for this year.$24.1$0.00$24.1$2.82$2.53$0.29
2013Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$1.89
2012Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$2.32