RICK AND DONNA BALDRIDGE FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: RICK AND DONNA BALDRIDGE FAMILY FOUNDATION (EIN 46-1622048)
Tax period: 2021-12-01 to 2022-11-30
Filed: 2023-10-10
IRS object ID: 202322839349100702
Schema version: 2021v4.1
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
Schedule B
Accounting Fees Schedule
Other Assets Schedule
Other Income Schedule2

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-10-10T05:21:01-07:00	ReturnTs
Tax Period End	2022-11-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	300808087	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Fox Accounting	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 3110	AddressLine1Txt
City	Valley Center	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92082	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-12-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	461622048	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RICK & DONNA BALDRIDGE FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	RICK	BusinessNameControlTxt
Phone	8587567551	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1522 WEST LANE	AddressLine1Txt
City	DEL MAR	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92014	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DONNA BALDRIDGE	PersonNm
Person Title	Secretary	PersonTitleTxt
Signature	2023-10-10	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	DONNA	PersonFirstNm
Person Last	BALDRIDGE	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LINDA FOX	PreparerPersonNm
PTIN	P00070026	PTIN
Phone	7607519824	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd
Federated Assurance Level	FAL1	FederatedAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	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	$0	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	$20,000	ContriRcvdRevAndExpnssAmt
Other Income Rev And Expnss	$2	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$20,002	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$750	AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$750	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$43,060	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$43,060	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$43,810	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$43,060	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$23,808	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$45,089	CashBOYAmt
Cash EOY	$5,918	CashEOYAmt
Sav And Temp Cash Invst EOY	$15,363	SavAndTempCashInvstEOYAmt
Other Assets BOY	$250,000	OtherAssetsBOYAmt
Other Assets EOY	$250,000	OtherAssetsEOYAmt
Total Assets BOY	$295,089	TotalAssetsBOYAmt
Total Assets EOY	$271,281	TotalAssetsEOYAmt
Total Assets EOYFMV	$0	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$295,089	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$271,281	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$295,089	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$271,281	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$295,089	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$271,281	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$295,089	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$23,808	ExcessRevenueOverExpensesAmt
Subtotal	$271,281	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$271,281	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt
Applied To ES Tax	$0	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	false	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
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

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	DONNA BALDRIDGE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8587567511	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1522 WEST LANE	AddressLine1Txt
City	DEL MAR	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92014	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
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 (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
RICHARD BALDRIDGE
1522 WEST LANE	DEL MAR	CA	92014	President & CEO	0.00	$0
DONNA BALDRIDGE
1522 WEST LANE	DEL MAR	CA	92014	Secretary	0.00	$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

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$0	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$0	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$0	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$0	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$43,060	ExpensesAndContributionsAmt
Qualifying Distributions	$43,060	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$20,927	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$18,064	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$16,573	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$9,071	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$27,051	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$91,686	TotalExcessDistributionCyovAmt
Qualifying Distributions	$43,060	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus	$43,060	RemainingDistriFromCorpusAmt
Total Corpus	$134,746	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$20,927	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$113,819	ExcessDistriCyovToNextYrAmt
Excess From Year4	$18,064	ExcessFromYear4Amt
Excess From Year3	$16,573	ExcessFromYear3Amt
Excess From Year2	$9,071	ExcessFromYear2Amt
Excess From Year1	$27,051	ExcessFromYear1Amt
Excess From Current Year	$43,060	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
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 Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
NORTH COAST PRESBYTERIAN CHURCH
1831 S EL CAMINO REAL	ENCINITAS	CA	92024	501(C)(3)	GENERAL OPERATIONS	$2,500
LEGACY GOLF CHARITYROLF BEIRSCHKE I
12790 EL CAMINO REAL STE 300	SAN DIEGO	CA	92130		FUNDRAISER	$22,912
ENCINITAS NAT'L LITTLE LEAGUE
1345 ENCINITAS BLVD 418	ENCINITAS	CA	92024		BASEBALL FOR LOCAL YOUTH	$100
SEEDS OF HOPE
246 MEADOW VISTA WAY	ENCINITAS	CA	92024		CULTIVATE WELLNESS IN THE COMMUNITY	$1,000
NAVY SEAL FOUNDATION
1619 D ST	VIRGINIA BEACH	VA	23459		PROVIDES CRITICAL SUPPORT TO WARRIORS, VETERANS & FAMILIES OF NAVAL SPECIAL WAREFARE.	$500
99 PLEDGES LLC
555 BRYANT ST STE 400	PALO ALTO	CA	94301		TO HELP SCHOOLS, SPORTS TEAMS & OTHER GROUPS TO RAISE FUNDS.	$2,100
SAMARITANS PURSE
PO BOX 3000	BOONE	NC	28607		HELPING VICTIMS OF WAR, DISEASE, DISASTER & POVERTY AROUND THE WORLD.	$1,000
CUREBOUNDORG
9191 TOWNE CENTRE DR STE 310	SAN DIEGO	CA	92122		ACCELERATE CANCER RESEARCH INTO CURES.	$525
CROHN'S COLITIS FOUNDATION
733 THIRD AVE STE 510	NEW YORK	NY	10017		WORKING TOWARD A CURE FOPR CROHN'S DISEASE AND ULCERTIVE COLITIS	$9,263
LA JOLLA PLAYHOUSE
PO BOX 12039	LA JOLLA	CA	92039		SHARE THE JOY OF LIVE THEATRE	$2,500
MOVEMBER
PO BOX 1595	CULVER CITY	CA	90232		FUND GROUNDBREAKING PROJECTS TO CURE MEN'S CANCER.	$660

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$43,060	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$2	UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$2	UnrelatedBusinessTaxblIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2	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

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	RICK DONNA BALDRIDGE	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	1522 WEST LANE	AddressLine1Txt
City	DEL MAR	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92014	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$20,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Amt	$750	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	SCHWAB	Desc
BOY Book Value	$250,000	BOYBookValueAmt
EOY Book Value	$250,000	EOYBookValueAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	Other Investment Income	Desc
Revenue And Expenses Per Books	$2	RevenueAndExpensesPerBooksAmt

RICK AND DONNA BALDRIDGE FAMILY FOUNDATION: Form 990PF, tax year 2021

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Investment Income OtherInvestmentIncomeGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Comments