Civic Intelligence

Bdl Foundation

990PF • Fiscal year 2013 • EIN 86-6333206

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

Organization Profile
6632 N 66th Place85253

(480) 607-3443

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$2,117,507

Flat from 2013

Net Assets

$2,117,507

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2013

Revenue And Expenses

Revenue

Flat

$374,612

Flat from 2013

Expenses

Flat

$48,479

Flat from 2013

Net Income

Flat

$326,133

Flat from 2013

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 2010: $1,000,538Liabilities 2010: $6,000Net Assets 2010: $994,5382010Assets 2011: $1,314,653Liabilities 2011: $0Net Assets 2011: $1,314,6532011Assets 2012: $1,791,374Liabilities 2012: $0Net Assets 2012: $1,791,3742012Assets 2013: $2,117,507Liabilities 2013: $0Net Assets 2013: $2,117,5072013Assets 2013: $2,117,507Liabilities 2013: $12013Assets 2014: $2,065,515Liabilities 2014: $0Net Assets 2014: $2,065,5152014Assets 2015: $2,834,609Liabilities 2015: $0Net Assets 2015: $2,834,6092015Assets 2017: $3,363,336Liabilities 2017: $0Net Assets 2017: $3,363,3362017Assets 2018: $3,845,564Liabilities 2018: $0Net Assets 2018: $3,845,5642018Assets 2019: $4,055,356Liabilities 2019: $0Net Assets 2019: $4,055,3562019Assets 2020: $4,241,219Liabilities 2020: $0Net Assets 2020: $4,241,2192020Assets 2021: $4,406,895Liabilities 2021: $0Net Assets 2021: $4,406,8952021Assets 2022: $4,593,070Liabilities 2022: $0Net Assets 2022: $4,593,0702022Assets 2023: $4,843,068Liabilities 2023: $12023Assets 2024: $5,079,672Liabilities 2024: $0Net Assets 2024: $5,079,6722024

Highlighted filing

2013

Assets$2,117,507
Liabilities$0
Net Assets$2,117,507
Open 2013 Filing

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $131,6312010Expenses 2011: $16,7242011Expenses 2012: $29,8042012Revenue 2013: $374,612Expenses 2013: $48,479Net Income 2013: $326,1332013Revenue 2013: $374,612Expenses 2013: $48,479Net Income 2013: $326,1332013Revenue 2014: $9,325Expenses 2014: $61,317Net Income 2014: -$51,9922014Revenue 2015: $853,994Expenses 2015: $84,900Net Income 2015: $769,0942015Revenue 2017: $711,834Expenses 2017: $64,074Net Income 2017: $647,7602017Revenue 2018: $753,561Expenses 2018: $271,333Net Income 2018: $482,2282018Revenue 2019: $405,318Expenses 2019: $195,526Net Income 2019: $209,7922019Revenue 2020: $381,974Expenses 2020: $196,111Net Income 2020: $185,8632020Revenue 2021: $374,255Expenses 2021: $208,579Net Income 2021: $165,6762021Revenue 2022: $402,127Expenses 2022: $215,952Net Income 2022: $186,1752022Revenue 2023: $481,761Expenses 2023: $231,763Net Income 2023: $249,9982023Revenue 2024: $484,782Expenses 2024: $248,178Net Income 2024: $236,6042024

Highlighted filing

2013

Revenue$374,612
Expenses$48,479
Net Income$326,133
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM S LUNDTrustee-$0--
SHERRY L LUNDTrustee-$0--
RACHEL SCHEMITSCHTrustee-$0--
Filing and Contact Details

Filer

EIN
86-6333206
Phone
4806073443

Signing Officer

Name
William S Lund
Title
Co-Trustee
Signed
2014-05-13
Discuss with paid preparer
Yes

Preparer

Preparer
Wanda Tang
Phone
6025530202
Raw XML Appendix342 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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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt091358
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IRS990PF/FMVAssetsEOYAmt02228980
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt027825
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0426148
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt091358
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01827160
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01854985
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM S LUND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SHERRY L LUND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RACHEL SCHEMITSCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine106632 N 66TH PLACE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2BOYS AND GIRLS CLUBS OF THE EAST VA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10552 NORTH 40TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11PO BOX 8855
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine121405 E GUADALUPE ROAD STE 4
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine132929 E CAMELBACK RD STE 122
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine144848 E CACTUS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine152501 WEST COTA DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine161727 W FRYE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1NEWPORT BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2TEMPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4SCOTTSDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5BLOOMINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City6CHANDLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State5IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State6AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode085008
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode192658
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode285283
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode385016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode485254
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode547403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode685224
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt033500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt033500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt091358
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt057858
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt072335
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt057858
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt014477
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014477
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt033500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014477
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt072335
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BDL 2004 CLAT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine106632 N 66TH PLACE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0PARADISE VALLEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0AZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode085253
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0372090
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0198630
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INVESTMENT - MISSION EQ HOLDING LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1INVESTMENT-HAMSTRA SQAURE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2INVESTMENT-HAMSTRA SQUARE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0205344
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1220804
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0205344
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1220804
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1K-1 2% Portfolio Deductions
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt039
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1540
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt039
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1540
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-41612
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-41612
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07604
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1730
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Advisory Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Legal Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07604
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1730
TaxesSchedule/TaxesDetail/Amt02343
TaxesSchedule/TaxesDetail/Amt173
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt073
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM S LUND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10BDL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BDLF
ReturnHeader/Filer/EIN0866333206
ReturnHeader/Filer/PhoneNum04806073443
ReturnHeader/Filer/USAddress/AddressLine106632 N 66TH PLACE
ReturnHeader/Filer/USAddress/City0PARADISE VALLEY
ReturnHeader/Filer/USAddress/State0AZ
ReturnHeader/Filer/USAddress/ZIPCode085253
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WANDA TANG PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine108840 E CHAPARRAL RD STE 185
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SCOTTSDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode085250
ReturnHeader/PreparerPersonGrp/PhoneNum06025530202
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WANDA TANG
ReturnHeader/ReturnTs02014-05-13T15:10:44-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,117,507
Liabilities
$0
Net assets
$2,117,507
Revenue
$374,612
Expenses
$48,479
Net income
$326,133
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.48$0.25$0.24
2023Summary only. Only limited summary data is available for this year.$4.84$0.00$0.48$0.23$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.59$0.00$4.59$0.40$0.22$0.19
2021Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.37$0.21$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.24$0.00$4.24$0.38$0.20$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.06$0.00$4.06$0.41$0.20$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.85$0.00$3.85$0.75$0.27$0.48
2017Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.71$0.06$0.65
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.00$2.83$0.85$0.08$0.77
2014Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.01$0.06$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.37$0.05$0.33
2013Summary only. Only limited summary data is available for this year.$2.12$0.00$0.37$0.05$0.33
2012Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.03
2011Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.02
2010Detailed filing. Detailed filing data is available for this year.$1.00$0.01$0.99$0.13