Siviq Scores
Scores are not available for this record yet.
Balance Sheet
Assets
Down$572,333
Down $89,528 (-14%) from 2023
Net Assets
Down$572,333
Down $89,528 (-14%) from 2023
Liabilities
Flat$0
Flat from 2023
Revenue And Expenses
Revenue
Up$42,419
Up $24,710 (+140%) from 2023
Expenses
Up$172,247
Up $90,366 (+110%) from 2023
Net Income
Down-$129,828
Down $65,656 (-102%) from 2023
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Oct 1, 2023 to Sep 30, 2024
- Signed
- Feb 12, 2025
- Return Version
- 2023v6.0
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| FAE B LEWIS | President | - | $0 | - | - |
| BRENDA L PRICE | Trustee | - | $0 | - | - |
Grants and Assistance
Foundation Grants and Related Investments
| Type | Recipient | Purpose | Status | Location | Amount |
|---|---|---|---|---|---|
| Paid Grant | LDS CHURCH | CHARITABLE DONATION | - | SALT LAKE CITY, UT, US | $31,400 |
| Paid Grant | LIFTING HANDS INTERNATIONAL | CHARITABLE DONATIONS | - | ST GEORGE, UT, US | $10,200 |
| Paid Grant | REACH HUMANITY | CHARITABLE DONATIONS | - | MESA, AZ, US | $10,000 |
| Paid Grant | WEST CHESTER CHILDREN'S CHOIR | CHARITABLE DONATIONS | - | WEST CHESTER, PA, US | $10,000 |
| Paid Grant | BASHA HIGH SCHOOL | CHARITABLE DONATIONS | - | CHANDLER, AZ, US | $466 |
| Paid Grant | CARMEL VALLEY MIDDLE SCHOOL | CHARITABLE DONATIONS | - | SAND DIEGO, CA, US | $180 |
Filing and Contact Details
Filer
- Filer Name
- B&l Foundation
- EIN
- 74-2425299
- Phone
- 4356271127
- Address
- 169 S CRESTLINE DRIVE, ST GEORGE, UT 84770
Signing Officer
- Name
- Fae B Lewis
- Title
- President
- Phone
- 4356271127
- Signed
- 2025-02-12
Preparer
- Firm
- Savage Esplin & Radmall Pc
- Address
- 20 N MAIN ST STE 402, ST GEORGE, UT 84770
- Preparer
- Ryan N Cramer CPA
- Phone
- 4356736195
Raw XML Appendix285 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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|---|---|---|
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| AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt | 0 | INDIRECT ACCOUNTING FEES |
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| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 0 | OTHER INVESTMENTS |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 0 | 103011 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 0 | FMV |
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| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt | 0 | 7323 |
| IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd | 0 | 14 |
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| IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt | 0 | 40325 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt | 0 | 7490 |
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| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt | 0 | 172247 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt | 0 | 42419 |
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| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt | 0 | 102805 |
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| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 0 | 5396 |
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| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 0 | VARIOUS PUBLICLY TRADED SECURITIES |
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| IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt | 0 | 5396 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt | 0 | -129828 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt | 0 | 40300 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt | 0 | 572333 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 661861 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 572333 |
| IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt | 0 | 29388 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt | 0 | 29388 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt | 0 | 29388 |
| IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt | 0 | 29920 |
| IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 532 |
| IRS990PF/DistributableAmountGrp/TotalTaxAmt | 0 | 532 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt | 0 | 23 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd | 0 | X |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt | 0 | 532 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt | 0 | 532 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 532 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt | 0 | 555 |
| IRS990PF/FMVAssetsEOYAmt | 0 | 572333 |
| IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt | 0 | 575407 |
| IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt | 0 | 469322 |
| IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt | 0 | 469322 |
| IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt | 0 | 86454 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt | 0 | 103011 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt | 0 | 103011 |
| IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt | 0 | 661861 |
| IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt | 0 | 572333 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt | 0 | 661861 |
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| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt | 0 | 572333 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt | 0 | 0 |
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| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt | 0 | 572333 |
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| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 572333 |
| IRS990PF/MethodOfAccountingAccrualInd | 0 | X |
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| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt | 0 | 13257 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt | 0 | 594265 |
| IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt | 0 | 9113 |
| IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt | 0 | 29920 |
| IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt | 0 | 598409 |
| IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt | 0 | 607522 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt | 0 | NONE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt | 0 | NONE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
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| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
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| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 0 | FAE B LEWIS |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 1 | BRENDA L PRICE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 1 | TRUSTEE |
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| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 1 | SEATTLE |
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| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 1 | 98112 |
| IRS990PF/Organization501c3ExemptPFInd | 0 | X |
| IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt | 0 | 165051 |
| IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt | 0 | 165051 |
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| IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd | 0 | false |
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| IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd | 0 | false |
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| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd | 4 | AZ |
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| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd | 1 | 92130 |
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| IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd | 0 | X |
| IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt | 0 | 62246 |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd | 0 | false |
| IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt | 0 | 29388 |
| IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt | 0 | 29388 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt | 0 | 40432 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt | 0 | 30190 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt | 0 | 73878 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt | 0 | 148687 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt | 0 | 98198 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt | 0 | 98198 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt | 0 | 428850 |
| IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt | 0 | 135663 |
| IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt | 0 | 40432 |
| IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt | 0 | 30190 |
| IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt | 0 | 73878 |
| IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt | 0 | 148687 |
| IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt | 0 | 165051 |
| IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt | 0 | 135663 |
| IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt | 0 | 527048 |
| IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt | 0 | 391385 |
| IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt | 0 | 0 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc | 0 | EXPENSES |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc | 1 | GENEALOGICAL RESEARCH |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc | 2 | INVESTMENT EXPENSES |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc | 3 | MISCELLANEOUS |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc | 4 | BANK FEES |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt | 0 | 102805 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt | 0 | 4158 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt | 0 | 102805 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt | 1 | 4158 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt | 2 | 15 |
| OtherIncreasesSchedule/OtherIncreasesDetail/Amt | 0 | 40300 |
| OtherIncreasesSchedule/OtherIncreasesDetail/Desc | 0 | UNREALIZED INVESTMENT GAINS |
| TaxesSchedule/TaxesDetail/Amt | 0 | 403 |
| TaxesSchedule/TaxesDetail/Amt | 1 | 10 |
| TaxesSchedule/TaxesDetail/CategoryTxt | 0 | FEDERAL TAXES |
| TaxesSchedule/TaxesDetail/CategoryTxt | 1 | BUSINESS REGISTRATION |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | FAE B LEWIS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4356271127 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-02-12 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | B&L FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | B&LF |
| ReturnHeader/Filer/EIN | 0 | 742425299 |
| ReturnHeader/Filer/PhoneNum | 0 | 4356271127 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 169 S CRESTLINE DRIVE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | ST GEORGE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | UT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 84770 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 870637407 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | SAVAGE ESPLIN & RADMALL PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 20 N MAIN ST STE 402 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | ST GEORGE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | UT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 84770 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4356736195 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-02-12 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | RYAN N CRAMER CPA |
| ReturnHeader/ReturnTs | 0 | 2025-02-12T19:10:10-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990PF |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-10-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-09-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.
- Assets
- $572,333
- Liabilities
- $0
- Net assets
- $572,333
- Revenue
- $42,419
- Expenses
- $172,247
- Net income
- -$129,828