Civic Intelligence

Theobald Foundation

990PF • Fiscal year 2021 • EIN 36-7085378

Nov 01, 2020 to Oct 31, 2021 • Filed on Feb 03, 2022

Organization Profile
1225 Franklin Avenue No 500Garden City, NY 11530

(516) 508-9623

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$4,503,437

Up $250,433 (+5.9%) from 2020

Net Assets

Up

$4,503,437

Up $250,433 (+5.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses

Revenue

Up

$791,910

Up $592,019 (+296%) from 2020

Expenses

Up

$314,684

Up $92,056 (+41%) from 2020

Net Income

Up

$477,226

Up $499,963 (+2199%) from 2020

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2020: $4,253,004Liabilities 2020: $0Net Assets 2020: $4,253,0042020Assets 2021: $4,503,437Liabilities 2021: $0Net Assets 2021: $4,503,4372021Assets 2021: $4,753,983Liabilities 2021: $0Net Assets 2021: $4,753,9832021Assets 2022: $4,630,513Liabilities 2022: $0Net Assets 2022: $4,630,5132022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2021

Assets$4,503,437
Liabilities$0
Net Assets$4,503,437
Open 2021 Filing

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2020: $199,891Expenses 2020: $222,628Net Income 2020: -$22,7372020Revenue 2021: $791,910Expenses 2021: $314,684Net Income 2021: $477,2262021Revenue 2021: $281,384Expenses 2021: $30,846Net Income 2021: $250,5382021Revenue 2022: $99,176Expenses 2022: $222,358Net Income 2022: -$123,1822022Revenue 2023: $986,996Expenses 2023: $5,617,675Net Income 2023: -$4,630,6792023

Highlighted filing

2021

Revenue$791,910
Expenses$314,684
Net Income$477,226
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2020 to Oct 31, 2021
Signed
Feb 3, 2022
Return Version
2020v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS C THEOBALDCo-Trustee-$0--
STEPHEN B THEOBALDCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Theobald Foundation
EIN
36-7085378
Phone
5165089623
Address
1225 FRANKLIN AVENUE NO 500, GARDEN CITY, NY 11530

Signing Officer

Name
Thomas C Theobald
Title
Co-trustee
Phone
5165089623
Signed
2022-02-03
Discuss with paid preparer
Yes

Preparer

Firm
Bessemer Trust
Address
630 FIFTH AVENUE, NEW YORK, NY 10111
Preparer
Kevin Barry
Phone
5165059623
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt05763
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt013009
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt018772
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt055
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0212
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0301463
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt013064
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0314684
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0530860
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0791910
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt09763
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt013064
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt022984
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01121138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0406209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt268997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0406209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt268997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01527347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt168997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FROM PARTNERSHIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0479904
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0477226
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0228814
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02021
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04732251
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04253004
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04503437
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0319083
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0317083
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0319083
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0324280
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt02000
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07197
IRS990PF/DistributableAmountGrp/TotalTaxAmt07197
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04168
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07197
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07197
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07197
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03029
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04168
IRS990PF/FMVAssetsEOYAmt07087859
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04253004
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04503437
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04214958
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04307099
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06891521
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt028097
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt030144
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt030144
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt09949
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0166194
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0166194
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04253004
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04503437
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07087859
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04253004
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04503437
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04253004
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04503437
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06584374
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0123164
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06436210
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt098766
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt025000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0324280
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06485608
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06584374
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS C THEOBALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1STEPHEN B THEOBALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O BESSEMER TRUST NA1225 FRANKLIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O BESSEMER TRUST NA1225 FRANKLIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt1AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GARDEN CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GARDEN CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd011530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd111530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0301463
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0301463
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0301463
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,503,437
Liabilities
$0
Net assets
$4,503,437
Revenue
$791,910
Expenses
$314,684
Net income
$477,226
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.99$5.62$4.63
2022Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.10$0.22$0.12
2021Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.28$0.03$0.25
2021Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.79$0.31$0.48
2020Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.20$0.22$0.02