K & F BAXTER FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- K & F BAXTER FAMILY FOUNDATION (EIN 95-4633505)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202411369349102466
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T10:51:56-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113297162 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONATHAN L ANDERSON CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1003 PARK BLVD STE 4 | AddressLine1Txt |
| City | MASSAPEQUA PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11762 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954633505 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | K&F BAXTER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O WHITTIER TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | K&FB | BusinessNameControlTxt |
| Phone | 6264415111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 E COLORADO BLVD STE 800 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK E BAXTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6264415111 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FRANK E | PersonFirstNm |
| Person Last | BAXTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JONATHAN L ANDERSON | PreparerPersonNm |
| PTIN | P00082376 | PTIN |
| Phone | 5167951400 | PhoneNum |
| Preparation | 2024-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $507,244 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,449,468 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $15,433 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,433 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $41,006 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,390,474 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $691,739 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,505,907 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $707,172 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $1,695 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $236 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $709 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $227 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,336 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $12,658 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,436 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $709 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,467,629 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,467,629 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,480,287 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,436 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,468,338 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,620 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $705,736 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,701 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,323 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,323 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $2 | AcctRcvblBOYAmt |
| Pledges Rcvbl | $474,921 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $503,924 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $474,921 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $474,921 | PledgesRcvblEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,999 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,999 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $510,627 | TotalAssetsBOYAmt |
| Total Assets EOY | $507,244 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $507,244 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $503,924 | GrantsPayableBOYAmt |
| Grants Payable EOY | $474,921 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $503,924 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $474,921 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,703 | RetainedEarningBOYAmt |
| Retained Earning EOY | $32,323 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,703 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,323 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $510,627 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $507,244 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,703 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,620 | ExcessRevenueOverExpensesAmt |
| Subtotal | $32,323 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $32,323 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 1160 SHS CARMAX | P | 2023-03-20 | $65,901 | $71,936 | -$6,035 | -$6,035 | |
| 177 SHS MICROSOFT CORP | P | 2023-09-29 | $56,379 | $15,725 | $40,654 | $40,654 | |
| 128 SHS CREDIT ACCEPTANCE CORP | P | 2023-03-20 | $52,470 | $28,263 | $24,207 | $24,207 | |
| 470 SHS NVIDIA CORP | P | 2023-09-29 | $206,922 | $21,819 | $185,103 | $185,103 | |
| 486 SHS JACOBS SOLUTIONS INC | P | 2023-03-20 | $55,383 | $23,428 | $31,955 | $31,955 | |
| 188 SHS SUPER MICRO COMPUTER INC | P | 2023-09-29 | $52,086 | $14,094 | $37,992 | $37,992 | 2023-01-19 |
| 1634 LIBERTY MEDIA CORP SER C | P | 2023-03-20 | $118,071 | $51,210 | $66,861 | $66,861 | |
| 177 SHS ADVANCED MICRO DEVICES INC | P | 2023-09-29 | $18,384 | $9,657 | $8,727 | $8,727 | 2020-05-18 |
| 194 SHS LIBERTY MEDIA CORP SER A | P | 2023-03-20 | $12,703 | $8,182 | $4,521 | $4,521 | |
| 22 SHS TRANSDIGM GROUP INC | P | 2023-09-29 | $18,737 | $5,060 | $13,677 | $13,677 | 2016-11-03 |
| 118 SHS NETFLIX INC | P | 2023-03-20 | $36,016 | $20,262 | $15,754 | $15,754 | |
| 252 SHS CHARLES SCHWAB | P | 2023-03-20 | $14,150 | $16,136 | -$1,986 | -$1,986 | 2022-06-27 |
| 1434 SHS CHARLES SCHWAB | P | 2023-03-20 | $80,518 | $47,104 | $33,414 | $33,414 | |
| 724 SHS EUROFINS SCIENTIFIC SE | P | 2023-04-03 | $47,769 | $30,311 | $17,458 | $17,458 | 2019-02-20 |
| 146 SHS ELEVANCE HEALTH INC | P | 2023-03-20 | $68,310 | $50,936 | $17,374 | $17,374 | |
| 210 SHS UNITEDHEALTH GROUP INC | P | 2023-03-20 | $100,185 | $55,618 | $44,567 | $44,567 | |
| 630 SHS EUROFINS SCIENTIFIC SE | P | 2023-04-03 | $41,567 | $43,912 | -$2,345 | -$2,345 | 2022-11-20 |
| 3569 SHS IROBOT CORP | P | 2023-07-19 | $176,001 | $86,629 | $89,372 | $89,372 | 2006-07-06 |
| 393 SHS AIRBNB INC | P | 2023-09-29 | $54,814 | $43,454 | $11,360 | $11,360 | 2023-01-23 |
| 150 SHS ALPHABET INC | P | 2023-09-29 | $19,999 | $7,526 | $12,473 | $12,473 | 2018-04-03 |
| 473 SHS DUOLINGO INC | P | 2023-09-29 | $80,168 | $42,350 | $37,818 | $37,818 | 2023-01-23 |
| 22 SHS LAM REASEARCH CORP | P | 2023-09-29 | $13,941 | $5,123 | $8,818 | $8,818 | 2020-03-17 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $691,739 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $82,839 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,810 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,810 | SubtotalAmt |
| Tax Based On Investment Income | $9,810 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $9,810 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6264415188 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 FAIR OAKS AVE SUITE 360 | AddressLine1Txt |
| City | S PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| FRANK E BAXTER | ||||||||
| 625 FAIR OAKS AVE STE 360 | S PASADENA | CA | 91030 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| KATHRINE F BAXTER | ||||||||
| 625 FAIR OAKS AVE STE 360 | S PASADENA | CA | 91030 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| HALEY KIRK DAHL | ||||||||
| 625 FAIR OAKS AVE STE 360 | S PASADENA | CA | 91030 | ACTING TREAS | 000.00 | $0 | $0 | $0 |
| BILL SIMON | ||||||||
| 625 FAIR OAKS AVE STE 360 | S PASADENA | CA | 91030 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| PATRICK SCHAFFER | ||||||||
| 625 FAIR OAKS AVE STE 360 | S PASADENA | CA | 91030 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| STACEY BELL | ||||||||
| 625 FAIR OAKS AVE STE 360 | S PASADENA | CA | 91030 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| MATTHEW BAXTER | ||||||||
| 625 FAIR OAKS AVE STE 360 | S PASADENA | CA | 91030 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| KEATH SILVA | ||||||||
| 625 FAIR OAKS AVE STE 360 | S PASADENA | CA | 91030 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $271,786 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $271,786 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $271,786 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,077 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $267,709 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,385 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,385 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,810 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,810 | TotalTaxAmt |
| Distributable Before Adj | $3,575 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,575 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,575 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,468,338 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,468,338 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,575 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $4,704 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $405,254 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $840,625 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,389,509 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,640,092 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,468,338 | QualifyingDistributionsAmt |
| Applied To Current Year | $3,575 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,464,763 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,104,855 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,104,855 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,704 | ExcessFromYear4Amt |
| Excess From Year3 | $405,254 | ExcessFromYear3Amt |
| Excess From Year2 | $840,625 | ExcessFromYear2Amt |
| Excess From Year1 | $1,389,509 | ExcessFromYear1Amt |
| Excess From Current Year | $1,464,763 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FRANK E BAXTER | ContributingManagerNm |
| Contributing Manager | KATHRINE F BAXTER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| A PLACE CALLED HOME | |||||||||
| 2830 S CENTRAL AVE | LOS ANGELES | CA | 90011 | NONE | PUBLIC CHARI | GENERAL | $5,000 | ||
| ALS THERAPY DEVELOPMENT INSTITUTE | |||||||||
| 480 ARSENAL ST | WATERTOWN | MA | 02472 | NONE | PUBLIC CHARI | GENERAL | $25,000 | STE 201 | |
| ALLIANCE COLLEGE-READY PUBLIC | |||||||||
| PO BOX 86609 | LOS ANGELES | CA | 900860609 | NONE | PUBLIC CHARI | GENERAL | $75,000 | SCHOOLS FOUNDATION | |
| ALTASEA AT THE PORT OF LOS ANGELES | |||||||||
| 2456 SOUTH SIGNAL ST | SAN PEDRO | CA | 90731 | NONE | PUBLIC CHARI | GENERAL | $20,000 | ||
| AMERICAN ENTERPRISE INSTITUTE | |||||||||
| 1150 SEVENTEENTH ST NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARI | GENERAL | $25,000 | ||
| ARCHIDIOCESE OF LOS ANGELES | |||||||||
| 3441 WAVERLY DR | LOS ANGELES | CA | 90027 | NONE | PUBLIC CHARI | GENERAL | $65,000 | ||
| AUBURN PLACER PERFORMING ARTS | |||||||||
| PO BOX 7733 | AUBURN | CA | 95603 | NONE | PUBLIC CHARI | GENERAL | $10,000 | CENTER INC | |
| BOYS SCOUTS OF AMERICA | |||||||||
| 1325 WALNUT HILL | IRVING | TX | 75038 | NONE | PUBLIC CHARI | GENERAL | $18,400 | ||
| CAMERATA PACIFICA | |||||||||
| PO BOX 30116 | SANTA BARBARA | CA | 93120 | NONE | PUBLIC CHARI | GENERAL | $3,000 | ||
| CALIFORNIA POLICY CENTER | |||||||||
| 18002 IRVINE BLVD | TUSTIN | CA | 92780 | NONE | PUBLIC CHARI | GENERAL | $5,000 | ||
| CITY YEAR LOS ANGELES | |||||||||
| 606 S OLIVE ST | LOS ANGELES | CA | 90014 | NONE | PUBLIC CHARI | GENERAL | $10,000 | 2ND FL | |
| CATO INSTITUTE | |||||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200015403 | NONE | PUBLIC CHARI | GENERAL | $30,000 | ||
| CHRYSALIS | |||||||||
| 522 S MAIN ST | LOS ANGELES | CA | 90013 | NONE | PUBLIC CHARI | GENERAL | $20,000 | ||
| COUNCIL OF AMERICAN AMBASSADORS | |||||||||
| 888 17TH ST | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARI | GENERAL | $1,000 | STE 206 | |
| COMMON SENSE MEDIA | |||||||||
| 699 8TH ST | SAN FRANCISCO | CA | 94003 | NONE | PUBLIC CHARI | GENERAL | $5,000 | STE C150 | |
| EDVOICE INST FOR RESEARCH | |||||||||
| 1107 9TH ST | SACRAMENTO | CA | 95814 | NONE | PUBLIC CHARI | GENERAL | $50,000 | STE 680 | |
| EAST BAY CENTER FOR THE PERFORMING | |||||||||
| 339 11TH ST | RICHMOND | CA | 94801 | NONE | PUBLIC CHARI | GENERAL | $10,000 | ARTS | |
| EDNOVATE | |||||||||
| 350 S FIGUEROA ST | LOS ANGELES | CA | 90071 | NONE | PUBLIC CHARI | GENERAL | $5,000 | ||
| EDUCATORS FOR EXCELLENCE | |||||||||
| 448 SOUTH HILL ST | LOS ANGELES | CA | 90013 | NONE | PUBLIC CHARI | GENERAL | $5,000 | STE 708 | |
| EL CERRITO HIGH SCHOOL | |||||||||
| 540 ASHBURY AVE | EL CERRITO | CA | 94530 | NONE | PUBLIC CHARI | GENERAL | $10,000 | ||
| GREATER HORIZONS | |||||||||
| 1055 BROADWAY | KANSAS CITY | MO | 64105 | NONE | PUBLIC CHARI | GENERAL | $29,129 | STE 130 | |
| INNER-CITY ARTS | |||||||||
| 720 KOHLER STREET | LOS ANGELES | CA | 90021 | NONE | PUBLIC CHARI | GENERAL | $20,000 | ||
| INNOCENCE PROJECT INC | |||||||||
| 40 WORTH ST | NEW YORK | NY | 10013 | NONE | PUBLIC CHARI | GENERAL | $10,000 | ||
| INSTITUTE FOR HUMANE STUDIES | |||||||||
| PO BOX 45951 | BALTIMORE | MD | 21297 | NONE | PUBLIC CHARI | GENERAL | $20,000 | ||
| INTERNATIONAL MEDICAL CORPS | |||||||||
| 12400 WILSHIRE BLVD | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARI | GENERAL | $2,500 | STE 1500 | |
| J PAUL GETTY TRUST | |||||||||
| 1200 GETTY CENTER DRIVE | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARI | GENERAL | $10,000 | ||
| JUNIOR ACHIEVEMENT OF SOUTHERN | |||||||||
| 6250 FOREST LAWN DRIVE | LOS ANGELES | CA | 90068 | NONE | PUBLIC CHARI | GENERAL | $2,000 | CALIFORNIA | |
| LIBRARY FOUNDATION OF LOS ANGELES | |||||||||
| 630 WEST FIFTH ST | LOS ANGELES | CA | 90071 | NONE | PUBLIC CHARI | GENERAL | $20,000 | ||
| LOS ANGELES COUNTY MUSEUM OF | |||||||||
| 900 EXPOSITION BLVD | LOS ANGELES | CA | 900074057 | NONE | PUBLIC CHARI | GENERAL | $1,000 | NATURAL HISTORY FOUNDATION | |
| LOS ANGELES POLICE FOUNDATION | |||||||||
| 633 W 5TH ST | LOS ANGELES | CA | 90071 | NONE | PUBLIC CHARI | GENERAL | $20,000 | STE 960 | |
| LOS ANGELES POLICE RESERVE | |||||||||
| 5903 NOBLE AVE | VAN NUYS | CA | 91406 | NONE | PUBLIC CHARI | GENERAL | $5,000 | FOUNDATION | |
| LOS ANGELES SHERIFFS FOUNDATION | |||||||||
| 10960 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARI | GENERAL | $10,000 | FL 5 | |
| LOS ANGELES UNIFIED SCHOOL DISTRICT | |||||||||
| 333 SOUTH BEAUDRY AVENUE | LOS ANGELES | CA | 90017 | NONE | PUBLIC CHARI | GENERAL | $10,000 | ||
| MADERA ELEMENTARY FOUNDATION | |||||||||
| 8500 MADERA DRIVE | EL CERRITO | CA | 94530 | NONE | PUBLIC CHARI | GENERAL | $20,000 | ||
| NAMI CONTRA COSTA | |||||||||
| 2151 SALVIO ST | CONCORD | CA | 94520 | NONE | PUBLIC CHARI | GENERAL | $21,600 | STE V | |
| PACIFIC COUNCIL OF INTERNATIONAL | |||||||||
| 725 S FIGUEROA ST | LOS ANGELES | CA | 90017 | NONE | PUBLIC CHARI | GENERAL | $55,000 | STE 450 | POLICY |
| PACIFIC PALISADES TASK FORCE | |||||||||
| PO BOX 331 | PACIFIC PALASIDES | CA | 90272 | NONE | PUBLIC CHARI | GENERAL | $10,000 | ON HOMELESSNESS | |
| PALISADES VILLAGE GREEN COMMITTEE | |||||||||
| PO BOX 14 | PACIFIC PALISADES | CA | 90272 | NONE | PUBLIC CHARI | GENERAL | $5,000 | ||
| PARTNERSHIP FOR LOS ANGELES SCHOOLS | |||||||||
| 1055 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | NONE | PUBLIC CHARI | GENERAL | $10,000 | ||
| PLACER COUNTY ANIMAL SERVICES | |||||||||
| 11232 B AVE | AUBURN | CA | 95603 | NONE | PUBLIC CHARI | GENERAL | $5,000 | CENTER | |
| PLACER UNION HIGH SCHOOL DISTRICT | |||||||||
| 13000 NEW AIRPORT RD | AUBURN | CA | 95603 | NONE | PUBLIC CHARI | GENERAL | $7,500 | ||
| PLACER HIGH SCHOOL MUSIC BOOSTERS | |||||||||
| PO BOX 5576 | AUBURN | CA | 95604 | NONE | PUBLIC CHARI | GENERAL | $7,500 | ||
| PORTAL SCHOOLS | |||||||||
| 12045 WATERFRONT DR | LOS ANGELES | CA | 90094 | NONE | PUBLIC CHARI | GENERAL | $105,000 | ||
| REASON FOUNDATION | |||||||||
| 5737 MESMER AVE | LOS ANGELES | CA | 90230 | NONE | PUBLIC CHARI | GENERAL | $25,000 | ||
| PTA CALIFORNIA CONGRESS OF PARENTS | |||||||||
| 7125 DONAL AVE | EL CERRITO | CA | 945302403 | NONE | PUBLIC CHARI | GENERAL | $10,000 | TEACHERS & STUDENTS INC | |
| SIERRA COLLEGE FOUNDATION | |||||||||
| 5100 SIERRA COLLEGE BLVD | ROCKLIN | CA | 95677 | NONE | PUBLIC CHARI | GENERAL | $15,000 | ||
| STANFORD UNIVERSITY-HOOVER | |||||||||
| 434 GALVEZ MALL | STANFORD | CA | 943056003 | NONE | PUBLIC CHARI | GENERAL | $10,000 | INSTITUTE | |
| ST JOHN'S HEALTH CENTER FOUNDATION | |||||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | NONE | PUBLIC CHARI | GENERAL | $56,000 | ||
| ST MONICA CATHOLIC HIGH SCHOOL | |||||||||
| 1030 LINCOLN BLVD | SANTA MONICA | CA | 90403 | NONE | PUBLIC CHARI | GENERAL | $20,000 | ||
| STATE POLICY NETWORK | |||||||||
| 1655 FORT MYER DRIVE | ARLINGTON | VA | 22209 | NONE | PUBLIC CHARI | GENERAL | $5,000 | STE 360 | |
| STAND TOGETHER TRUST INSTITUTE | |||||||||
| 1320 N COURTHOUSE RD | ARLINGTON | VA | 22201 | NONE | PUBLIC CHARI | GENERAL | $225,000 | STE 500 | FOR HUMANE SOCIETY |
| STEP ONE SCHOOL | |||||||||
| 499 SPRUCE ST | BERKELEY | CA | 94708 | NONE | PUBLIC CHARI | GENERAL | $10,000 | ||
| THE ALS ASSOCIATION | |||||||||
| 1275 K ST NW 250 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARI | GENERAL | $25,000 | ||
| THE NEXT DOOR INC | |||||||||
| 965 TUCKER RD | HOOD RIVER | OR | 97031 | NONE | PUBLIC CHARI | GENERAL | $5,000 | ||
| THE PEOPLE CONCERN | |||||||||
| 2116 ARLINGTON AVE | LOS ANGELES | CA | 90018 | NONE | PUBLIC CHARI | GENERAL | $10,000 | STE 100 | |
| UC BERKELEY FOUNDATION | |||||||||
| 1995 UNIVERSITY AVE | BERKELEY | CA | 947041058 | NONE | PUBLIC CHARI | GENERAL | $100,000 | STE 401 | |
| UCLA FOUNDATION | |||||||||
| 10889 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARI | GENERAL | $45,000 | STE 1000 | |
| UNITED WAY OF GREATER LOS ANGELES | |||||||||
| 1150 S OLIVE ST | LOS ANGELES | CA | 90015 | NONE | PUBLIC CHARI | GENERAL | $25,000 | ||
| AUBURN SYMPHONY | |||||||||
| PO BOX 74 | AUBURN | CA | 95604 | NONE | PUBLIC CHARI | GENERAL | $15,000 | ||
| BACK TO BASICS FOUNDATION | |||||||||
| PO BOX 91648 | TUCSON | AZ | 857512164 | NONE | PUBLIC CHARI | GENERAL | $5,000 | ||
| BARROW NEUROLOGICAL FOUNDATION | |||||||||
| 2910 1 3RD AVE | PHOENIX | AZ | 85013 | NONE | PUBLIC CHARI | GENERAL | $40,000 | STE 450 | |
| BAY AREA COMMUNITY RESOURCES | |||||||||
| 171 CARLOS DR | SAN RAFAEL | CA | 94903 | NONE | PUBLIC CHARI | GENERAL | $15,000 | CHALK | |
| BET TZEDEK | |||||||||
| 3250 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARI | GENERAL | $1,000 | 13TH FL | |
| BRIGHAM AND WOMENS HOSPITAL | |||||||||
| 116 HUNTINGTON AVE | BOSTON | MA | 02116 | NONE | PUBLIC CHARI | GENERAL | $2,000 | 3RD FL | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,467,629 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,433 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $41,006 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $56,439 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,439 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|---|
| FRANK E BAXTER | ||||||||
| 1 | C/O WHITTIER TRUST CO | 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | $724,734 | Yes (X) | Yes (X) |
| KATHRINE BAXTER | ||||||||
| 2 | C/O WHITTIER TRUST COMPANY | 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | $724,734 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (40 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 73 SHARED OF ELEVANCE HEALTH INC | $33,935 | |
| 1 | 59 SHARES OF NETFLIX INC | $18,018 | 2023-03-17 |
| 1 | 89 SHARES ADVANCED MICRO DEVICES | $8,545 | 2023-09-26 |
| 1 | 94 SHS SUPER MICRO COMPUTER INC | $23,532 | 2023-09-26 |
| 2 | 817 SHS OF LIBERTY MEDIA SER C | $59,061 | 2023-03-17 |
| 2 | 1784 SHARES OF IROBOT CORP | $84,371 | 2023-07-14 |
| 2 | 88 SHARES OF MICROSOFT CORP | $27,696 | 2023-09-26 |
| 1 | 580 SHARES OF CARMAX INC | $33,139 | 2023-03-17 |
| 1 | 843 SHS OF SCHWAB CHARLES CORP | $46,816 | 2023-03-17 |
| 1 | 237 SHARES OF DUOLINGO INC | $35,768 | 2023-09-26 |
| 1 | 11 SHARES OF TRANSDIGM GROUP INC | $9,302 | 2023-09-26 |
| 2 | 97 SHS OF LIBERTY MEDIA SER A | $6,347 | 2023-03-17 |
| 2 | 196 SHARES OF AIRBNB INC | $26,047 | 2026-09-26 |
| 2 | 235 SHARES OF NVIDIA CORP | $99,258 | 2023-09-26 |
| 1 | 64 SHARES OF CREDIT ACCEP CORP M | $25,513 | 2023-03-17 |
| 1 | 105 SHARES UNITED HEALTH GROUP | $49,261 | 2023-03-17 |
| 1 | 75 SHARES OF ALPHABET INC | $9,659 | 2023-09-26 |
| 2 | 73 SHARES OF ELEVANCE HEALTH INC | $33,935 | 2023-03-17 |
| 2 | 59 SHARES OF NETFLIX INC | $18,017 | 2023-03-17 |
| 2 | 88 SHS OF ADVANCED MICRO DEV | $8,545 | 2023-09-26 |
| 2 | 94 SHS OF SUPER MICRO COMPUTER I | $23,532 | 2023-09-26 |
| 1 | 243 SHARES OF JACOB SOLUTIONS IN | $27,922 | 2023-03-17 |
| 1 | 677 SHARES OF EUROFINS SCIENTIFI | $43,839 | 2023-03-17 |
| 1 | 11 SHARES OF LAM RESEARCH CORP | $6,705 | 2023-09-26 |
| 2 | 580 SHARES OF CARMAX INC | $33,138 | 2023-03-17 |
| 2 | 843 SHS OF SCHWAB CHARLES CORP | $46,816 | 2023-03-17 |
| 2 | 236 SHARES OF DUOLINGO INC | $35,769 | 2023-09-26 |
| 2 | 11 SHARES OF TRANSDIGM GROUP INC | $9,302 | 2023-09-26 |
| 1 | 817 SHS OF LIBERTY MEDIA SER C | $59,061 | 2023-03-17 |
| 1 | 3569 SHARES OF IROBOT CORP | $84,371 | 2023-07-14 |
| 1 | 89 SHARES OF MICROSOFT CORP | $27,696 | 2023-09-26 |
| 2 | 64 SHS OF CREDIT ACCEP CORP M | $25,513 | 2023-03-17 |
| 2 | 105 SHARES OF UNITED HEALTH GRP | $49,262 | 2023-03-17 |
| 2 | 75 SHARES OF ALPHABET INC | $9,659 | 2023-09-26 |
| 1 | 97 SHS OF LIBERTY MEDIA SER A | $6,347 | 2023-03-17 |
| 1 | 197 SHARES OF AIRBNB INC | $26,047 | 2023-09-26 |
| 1 | 235 SHARES OF NVIDIA CORP | $99,258 | 2023-09-26 |
| 2 | 243 SHARES OF JACOBS SOLU INC | $27,922 | 2023-03-17 |
| 2 | 677 SHS OF EUROFINS SCIENTIFIC | $43,839 | 2023-03-17 |
| 2 | 11 SHARES OF LAM RESEARCH CORP | $6,705 | 2023-09-26 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX FEES | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|
| OFFICE FURNITURE | 2000-12-01 | $1,452 | $1,452 | 200DB | 7.0000 |
| COMPUTER EQUIPMENT | 2002-10-11 | $2,888 | $2,888 | 200DB | 5.0000 |
| COMPUTER EQUIPMENT | 2004-04-27 | $2,054 | $2,054 | 200DB | 5.0000 |
| COMPUTER EQUIPMENT | 2006-02-10 | $2,788 | $2,788 | 200DB | 5.0000 |
| COMPUTER EQUIPMENT | 2007-07-23 | $1,870 | $1,870 | 200DB | 5.0000 |
| COMPUTER EQUIPMENT | 2008-03-15 | $1,947 | $1,947 | 200DB | 5.0000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BUILDLINGS | CategoryOrItemTxt |
| Cost Or Other Basis | $12,999 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $12,999 | AccumulatedDepreciationAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| MEMBERSHIP FEES | $2,395 |
| BOARD MEETINGS | |
| REIMBURSED EXPENSES | $5,941 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRUSTEE FEES | $945 | $236 | $709 |
| INSURANCE | $750 | ||
| LEGAL FEES |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|
| FRANK E BAXTER | ||||
| C/O WHITTIER TRUST CO | 1600 HUNTINGTON DR | S PASADENA | CA | 91030 |
| KATHRINE BAXTER | ||||
| C/O WHITTIER TRUST CO | 1600 HUNTINGTON DR | S PASADENA | CA | 91030 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FILING FEES | $200 |
| FEDERAL EXCISE TAX | $27 |
Comments