BAKER FOUNDATION OF BURLESON INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BAKER FOUNDATION OF BURLESON INC (EIN 75-2739558)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-17
- IRS object ID
- 202311379349100726
- Schema version
- 2022v5.0
- 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
- All Oth Prog Rltd Investments Sch
- Cash Deemed Charitable Expln Stmt
- Depreciation Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Reduction Explanation Statement
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-17T11:29:27-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752734794 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rasco & Rasco PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 SW Thomas St STE 110 | AddressLine1Txt |
| City | Burleson | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752739558 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER FOUNDATION OF BURLESON INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAKE | BusinessNameControlTxt |
| Phone | 8172952202 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 SW THOMAS ST | AddressLine1Txt |
| City | BURLESON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAROLD BOOTH | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8172952202 | PhoneNum |
| Signature | 2023-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HAROLD | PersonFirstNm |
| Person Last | BOOTH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | Christopher Boerner CPA | PreparerPersonNm |
| PTIN | P01325398 | PTIN |
| Phone | 8172952202 | PhoneNum |
| Preparation | 2023-05-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,178,924 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,615 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,615 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,072 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,072 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $324,207 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $324,207 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $279,730 | NetRentalIncomeOrLossAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $4,187 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,187 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $340,081 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $340,081 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $32,539 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $32,539 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $11,032 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,032 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $17,978 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,978 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $33 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $33 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $26,514 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,468 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $21,425 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $21,425 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $13,752 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $13,752 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,488 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,488 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $137,761 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $120,963 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,752 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $191,085 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $191,085 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $328,846 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $120,963 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $204,837 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,235 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $219,118 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $705,697 | CashBOYAmt |
| Cash EOY | $732,314 | CashEOYAmt |
| Cash EOYFMV | $732,314 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $983,555 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $987,166 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $987,166 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses EOY | $911 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $911 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land Bldg Equip Cost Or Other Bss | $724,924 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $287,109 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $459,240 | LandBOYAmt |
| Land EOY | $437,815 | LandEOYAmt |
| Land EOYFMV | $1,647,217 | LandEOYFMVAmt |
| Other Assets BOY | $344,019 | OtherAssetsBOYAmt |
| Other Assets EOY | $344,205 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $811,316 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,492,511 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,502,411 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,178,924 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $12,990 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $12,990 | AccountsPayableEOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $1,293 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $14,283 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,990 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,478,228 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,489,421 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,478,228 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,489,421 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,492,511 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,502,411 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,478,228 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,235 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $2,489,464 | SubtotalAmt |
| Other Decreases | $43 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,489,421 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,046 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,046 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,046 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$4,000 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $43 | EsPenaltyAmt |
| Overpayment | $911 | OverpaymentAmt |
| Applied To ES Tax | $911 | 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 | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JEFFREY SCOTT RASCO | IndividualWithBooksNm |
| Phone | 8172952202 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 SW THOMAS ST STE 100 | AddressLine1Txt |
| City | BURLESON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76028 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY SCOTT RASCO | ||||||||
| 112 SW THOMAS ST STE 100 | BURLESON | TX | 76028 | PRES TREAS | 1.50 | $0 | $0 | $0 |
| F STEVEN MCCLURE | ||||||||
| 112 SW THOMAS ST STE 100 | BURLESON | TX | 76028 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| NANCY BURT | ||||||||
| 112 SW THOMAS ST STE 100 | BURLESON | TX | 76028 | DIRECTOR | 1.00 | $16,270 | $0 | $0 |
| CHRISTY DUNCAN | ||||||||
| 112 SW THOMAS ST STE 100 | BURLESON | TX | 76028 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| HAROLD RAY BOOTH | ||||||||
| 12645 STEPHENSON-LEVY RD | BURLESON | TX | 76028 | VP SEC DIR | 12.00 | $16,270 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION MAINTAINS 2 PROPS OF HISTORIC VALUE AND PROVIDES THEM TO OTHER NONPROFIT ORGS AND VARIOUS COMMUNITY GROUPS TO BE UTILIZED AS AN EVENT VENUE WITH-OUT CHARGE. THE OLD HISTORIC HOME HAS BEEN RESTORED AND IS BEING UTILIZED AS A FREE MUSEUM ABOUT THE BAKER FAMILY AND THE CITY OF BURLESON TX. | Description1Txt |
| Expenses1 | $191,085 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,701,397 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,458,533 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,159,930 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $329,816 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,159,930 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $303,485 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,856,445 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $192,822 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $192,822 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,046 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,046 | TotalTaxAmt |
| Distributable Before Adj | $189,776 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $189,776 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $189,776 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $204,837 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $204,837 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $189,776 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $145 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $145 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $204,837 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $189,776 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,061 | RemainingDistriFromCorpusAmt |
| Total Corpus | $15,206 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,206 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $145 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $15,061 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BAKER FOUNDATION OF BURLESON INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 SW THOMAS ST STE 100 | AddressLine1Txt |
| City | BURLESON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8172952202 | RecipientPhoneNum |
| Form And Info And Materials | GENERAL CONTACT INFORMATION, DESCRIPTION OF NEED & BENEFIT TO COMMUNITY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOVEMBER 1ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO BURLESON TX & SURROUNDING AREAS & THE BENEFIT THEREOF. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ATHENA SOCIETY OF BURLESON | ||||||
| POB 3123 | BURLESON | TX | 76028 | LOCALORG | CANCERPATIENTS | $10,000 |
| BURLESON EX-STUDENTS ASSN | ||||||
| POB 1252 | BURLESON | TX | 76097 | LOCALORG | SCHOLARSHIPSHIGH SCHOOLGRADUATES | $5,000 |
| BURLESON OPPORTUNITY FUND | ||||||
| 141 W RENFRO | BURLESON | TX | 76097 | LOCALORG | SCHOLARSHIPSHIGH SCHOOLGRADUATES | $15,000 |
| CAREITY FOUNDATION | ||||||
| POB 126038 | FORT WORTH | TX | 76126 | LOCALORG | CANCERPATIENTS | $15,000 |
| CASA OF JOHNSON COUNTY | ||||||
| 210 FEATHERSTON | CLEBURNE | TX | 76033 | LOCALORG | PROMOTE WELFAREOF ABUSEDFAMILIES | $15,000 |
| CENTER FOR ASD | ||||||
| POB 516 | CROWLEY | TX | 76036 | LOCALORG | AUTISMJOHNSONCOUNTY | $13,085 |
| CRAZY 8 MINISTRIES | ||||||
| POB 2833 | BURLESON | TX | 76097 | LOCALORG | BUILDINGFUND | $22,000 |
| HARVEST HOUSE | ||||||
| 349 NW RENFRO | BURLESON | TX | 76028 | LOCALORG | PROMOTE WELFAREBURLESONRESIDENTS | $16,000 |
| JOHNSON COUNTY ADULT EDUC | ||||||
| 1005 S ANGLIN ST BLD C-18 | CLEBURNE | TX | 76031 | LOCALORG | ADULT LITERACYJOHNSONCOUNTY | $10,000 |
| LONGHORN COUNCIL BOY SCOUTS | ||||||
| POB 54190 | HURST | TX | 76054 | LOCALORG | BURLESONEVENT | $5,000 |
| MAKE A WISH FOUNDATION | ||||||
| 4541 BELLAIRE DR S STE 10 | FORT WORTH | TX | 76109 | LOCALORG | PROMOTE WELFAREOF SICKCHILDREN | $2,000 |
| MEALS ON WHEELS JOHNSON CTY | ||||||
| 106 E KILPATRICK | CLEBURNE | TX | 76031 | LOCALORG | PROMOTE WELFAREOF ELDERLYMEALS | $17,500 |
| BURLESON SENIOR CITIZENS CTR | ||||||
| 216 SW JOHNSON | BURLESON | TX | 76028 | LOCALORG | PROMOTE WELFAREOF BURLESONSENIORS | $4,000 |
| 1ST BAPTIST CHURCH BURLESON | ||||||
| POB 279 | BURLESON | TX | 76028 | LOCALORG | PROVIDE FOODTO BURLESONRESIDENTS | $12,000 |
| OPEN DOOR FOOD BANK | ||||||
| 301 S DOBSON | BURLESON | TX | 76028 | LOCALORG | PROVIDE FOODFOR JOHNSONCTY RESIDENTS | $7,000 |
| PATHWAY CHURCH | ||||||
| 325 NW RENFRO ST | BURLESON | TX | 76028 | LOCALORG | PROVIDE FOODLOCAL CHILDREN& ELDERLY | $5,000 |
| REINSPIRE | ||||||
| POB 2792 | CLEBURNE | TX | 76033 | LOCALORG | PROMOTE WELFAREOF FOSTERYOUTHS | $7,500 |
| WINGS OF HOPE EQUITHERAPY | ||||||
| POB 445 | BURLESON | TX | 76097 | LOCALORG | AID FORDISABLEDCHILDREN | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $191,085 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,615 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,072 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $279,730 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $4,187 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $295,604 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $295,604 | 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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | CASH DEEMED HELD FOR CHARITABLE ACTIVITY TO DISTRIBUTE TO CHARITIES AND PAY FOR CHARITABLE REAL ESTATE EXPENSES. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| LAND - 100 S DOBSON | 2007-12-15 | $52,899 | $0 | LAND | 0.000000000000 | $0 |
| LAND - 109 E ELLISON | 2007-12-15 | $25,875 | $0 | LAND | 0.000000000000 | $0 |
| LAND - 112 W ELLISON | 2007-12-15 | $23,147 | $0 | LAND | 0.000000000000 | $0 |
| LAND - 114 S MAIN | 2007-12-15 | $17,500 | $0 | LAND | 0.000000000000 | $0 |
| 109 E ELLISON | 2007-12-15 | $210,449 | $75,771 | SL | 39.000000000000 | $5,396 |
| 109 E ELLISON - GATE & CEDAR | 2021-04-02 | $2,850 | $2,850 | 150DB | 15.000000000000 | $0 |
| 112 W ELLISON | 2007-12-15 | $128,348 | $46,211 | SL | 39.000000000000 | $3,291 |
| 112 W ELLISON AWNINGS | 2010-11-22 | $5,977 | $5,977 | 200DB | 7.000000000000 | $0 |
| 112 W ELLISON STRUCTURAL IMPROVEMENT | 2013-02-04 | $43,720 | $24,775 | SL | 15.000000000000 | $2,915 |
| 112 W ELLISON SPRINKLER SYSTEM | 2013-04-24 | $33,225 | $9,413 | SL | 15.000000000000 | $1,107 |
| 112 W ELLISON BUILDING IMPROVEMENTS | 2014-12-19 | $103,097 | $48,971 | SL | 15.000000000000 | $6,873 |
| 112 W ELLISON - 1 WATER METER COMPONENTS | 2017-04-10 | $6,750 | $1,013 | SL | 15.000000000000 | $225 |
| 114 S MAIN | 2007-12-15 | $63,087 | $22,714 | SL | 39.000000000000 | $1,618 |
| 114 S MAIN - AC HEAT SYSTEM | 2009-12-15 | $8,000 | $8,000 | 200DB | 7.000000000000 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENALTIES | Desc |
| Amt | $43 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INSURANCE FOR RENTALS | $10,831 | $10,831 |
| R&M FOR RENTALS | $1,841 | $1,841 |
| UTILITIES FOR RENTALS | $712 | $712 |
| OFFICE EXPENSES FOR RENTALS | $1,104 | $1,104 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAS ROYALTIES | Desc |
| Revenue And Expenses Per Books | $4,187 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,187 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Reduction Explanation Statement ReductionExplanationStatement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | REAL ESTATE ASSETS LACK OF LIQUIDITY AND SALES COSTS. | ShortExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| GAS WELL SEVERANCE TAX | $216 | $216 |
| GAS WELL AD VAL TAX | $200 | $200 |
| EXCISE TAX - CURR YR | $3,046 | $0 |
| RENTAL PROPERTY TAXES | $23,052 | $23,052 |
Comments