BAKER FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BAKER FAMILY FOUNDATION (EIN 95-4590881)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202413199349106376
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T18:28:23-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McCrimlisk DiTullio & Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 S Los Robles Ave Suite 880 | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | 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 | 954590881 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Baker Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PAMELA J SMITH | InCareOfNm |
| Business Name Control | BAKE | BusinessNameControlTxt |
| Phone | 5624397045 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6082 Lido Lane | AddressLine1Txt |
| City | Long Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA SMITH | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5624393355 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Chiayu K Lin | PreparerPersonNm |
| PTIN | P00992831 | PTIN |
| Phone | 6267440323 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,918,845 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $320 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $320 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $67,310 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,259 | DividendsNetInvstIncmAmt |
| Net Rental Income Or Loss | $932 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $52,669 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,222,627 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,027 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $932 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $932 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $121,231 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $118,538 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,740 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,018 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,260 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,130 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,130 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,099 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,099 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $282 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $282 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,452 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $601 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,495 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $64,833 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,112 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,643 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $170,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $170,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $234,833 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,112 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $195,643 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$113,602 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $89,426 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $44,003 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $58,952 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $58,952 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,390,098 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,258,397 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,775,165 | USGovtObligationsEOYFMVAmt |
| Other Assets BOY | $51,095 | OtherAssetsBOYAmt |
| Other Assets EOY | $54,245 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $84,728 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,485,196 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,371,594 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,918,845 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,485,196 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,371,594 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,485,196 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,371,594 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,485,196 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,371,594 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,485,196 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$113,602 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,371,594 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,371,594 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $63,548 | $69,923 | -$6,345 | -$6,375 | |
| PUBLICLY TRADED SECURITIES | $1,159,020 | $1,101,875 | $57,313 | $57,145 | |
| CAPITAL GAIN DIVIDENDS | $59 | P | |||
| CAPITAL GAIN DIVIDENDS | $59 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,027 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,243 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,243 | SubtotalAmt |
| Tax Based On Investment Income | $1,243 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,439 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,439 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,196 | OverpaymentAmt |
| Applied To ES Tax | $2,196 | AppliedToESTaxAmt |
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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | 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 | PAMELA J SMITH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5624393355 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6082 LIDO LANE | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90803 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| CAROL JEAN BAKER | ||||||||
| 6082 Lido Lane | Long Beach | CA | 90803 | SECRETARY, DIRECTOR | 0.75 | $0 | $0 | $0 |
| CARRIE LYNN BAKER | ||||||||
| 6082 Lido Lane | Long Beach | CA | 90803 | TREASURER, DIRECTOR | 5.0 | $11,154 | $0 | $0 |
| PAMELA JEAN SMITH | ||||||||
| 6082 Lido Lane | Long Beach | CA | 90803 | PRESIDENT, DIRECTOR | 7.0 | $14,586 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,515,133 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,990 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $84,728 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,653,851 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,653,851 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,808 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,599,043 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $179,952 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $179,952 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,243 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,243 | TotalTaxAmt |
| Distributable Before Adj | $178,709 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $178,709 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $178,709 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $195,643 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $195,643 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $178,709 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $143,294 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $195,643 | QualifyingDistributionsAmt |
| Applied To Year1 | $143,294 | AppliedToYear1Amt |
| Applied To Current Year | $52,349 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $126,360 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| HEROES AMONG US | ||||||||
| 1 PARK MANOR CT APT A | GLEN COVE | NY | 11542 | NONE | PC | TO SUPPORT AND PROVIDE HOPE TO VETERANS BY OFFERING ASSISTANCE FOR THEIR EVERYDAY NEEDS. | $10,000 | |
| THE TREVOR PROJECT | ||||||||
| 8704 SANTA MONICA BOULEVARD NO 200 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | TO PREVENT SUICIDE AMONG LGBTQ YOUTH. | $10,000 | |
| LONG BEACH BLAST | ||||||||
| 4201 LONG BEACH BLVD | LONG BEACH | CA | 90807 | NONE | PC | TO PROVIDE MENTORING AND LEARNING PROGRAMS TO AT-RISK STUDENTS. | $10,000 | |
| A NEW DAWN OF SHINAH FOUNDATION | ||||||||
| 8432 KIRKWOOD DR | LOS ANGELES | CA | 90046 | NONE | PC | TO PROVIDE HOLISTIC TRAUMA-INFORMED EDUCATION & HEALING MODALITIES FOR UNDERSERVED & ABUSED WOMAN, WITH FOCUS ON SURVIVORS OF SEXUAL EXPLOITATION / SEX TRAFFICKING. | $10,000 | |
| WOMENS SHELTER OF LONG BEACH | ||||||||
| PO BOX 17098 | LONG BEACH | CA | 90807 | NONE | PC | TO ELIMINATE DOMESTIC VIOLENCE THROUGH COMPASSIONATE INTERVENTION, EDUCATION AND EMPOWERMENT. | $10,000 | |
| RESTORE NYC | ||||||||
| PO BOX 1003 | NEW YORK | NY | 10274 | NONE | PC | TO PROVIDE HOLISTIC LONG-TERM AFTERCARE SERVICES FOR SURVIVORS OF SEX TRAFFICKING IN NEW YORK CITY. | $20,000 | BOWLING GREEN STATION |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | TO HONOR THE SACRIFICE OF FIREFIGHTER STEPHEN SILLER, WHO LAID DOWN HIS LIFE TO SAVE OTHERS ON SEPTEMBER 11, 2001 while trying to save others, by paying off mortgages and building homes, and the provision of other programs to combat homelessness and helping fallen first responder families. | $30,000 | |
| SHARED SCIENCE | ||||||||
| 5318 E 2ND STREET 602 | LONG BEACH | CA | 90803 | NONE | PC | TO PROVIDE PHYSICAL SCIENCE AND ENGINEERING LEARNING OPPORTUNITIES TO SCHOOL-AGED CHILDREN (K-12). | $10,000 | |
| ACTION SPORTS KIDS FOUNATION | ||||||||
| PO BOX 18992 | LONG BEACH | CA | 90807 | NONE | PC | TO ASSIST ORGANIZATION IN PROVIDING YOUTH AN ALTERNATIVE TO THE STREETS AND GANGS THROUGH SPORTS, EDUCATION, AND COMMUNITY INVOLVEMENT. | $5,000 | |
| LONG BEACH MEMORIAL HOSPITAL | ||||||||
| 2801 ATLANTIC AVE | LONG BEACH | CA | 90806 | NONE | PC | TO ASSIST THE CENTER IN PROVIDING MEDICAL SERVICES TO THE LONG BEACH AREA. | $50,000 | |
| TICHENOR ORTHOPEDIC CLINIC FOR CHILDREN | ||||||||
| 1660 TERMINO AVE | LONG BEACH | CA | 90804 | NONE | PC | TO ASSIST ORGANIZATION'S ABILITY TO MAXIMIZE CHILDREN'S ABILITIES BY PROVIDING ACCESS TO REHABILITATIVE AND ENRICHMENT SERVICES. | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $170,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $320 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,310 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $932 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $52,669 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $121,231 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $121,231 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,260 | Amt |
| Net Investment Income | $2,130 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,130 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,258,397 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,775,165 | USGovtObligationsEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BAYSIDE ASSET MANAGEMENT LLLP | Desc |
| BOY Book Value | $51,095 | BOYBookValueAmt |
| EOY Book Value | $54,245 | EOYBookValueAmt |
| EOYFMV | $84,728 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| WORKERS COMPENSATION INSURANCE | $4,439 | $3,107 | |
| PAYROLL TAXES & PROCESSING FEE | $3,412 | $2,388 | |
| BAYSIDE ASSET MGMT LLLP | $601 | $601 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BAYSIDE ASSET Management LLLP | Desc |
| Revenue And Expenses Per Books | $932 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $932 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $26,099 | Amt |
| Net Investment Income | $26,099 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $7 | $7 |
| TAXES AND LICENSES | $275 | $275 |
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