BETA

BAKER FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BAKER FAMILY FOUNDATION (EIN 95-4590881)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-04
IRS object ID
202233089349101963
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-04T18:06:05-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1McCrimlisk DiTullio & CompanyBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1225 S Lake Avenue Ste 1410AddressLine1Txt
CityPasadenaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954590881EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Baker Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% DOUGLAS W BAKERInCareOfNm
Business Name ControlBAKEBusinessNameControlTxt
Phone5624397045PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16082 Lido LaneAddressLine1Txt
CityLong BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90803ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDOUGLAS BAKERPersonNm
Person TitlePresidentPersonTitleTxt
Phone5624393355PhoneNum
Signature2022-11-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDOUGLASPersonFirstNm
Person LastBAKERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChiayu K LinPreparerPersonNm
PTINP00992831PTIN
Phone6267440323PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,440,900FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$48InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$48InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$54,827DividendsRevAndExpnssAmt
Dividends Net Invst Incm$53,828DividendsNetInvstIncmAmt
Net Rental Income Or Loss$980NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$138,147NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$404,603GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$116,329CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$980OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$980OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$194,002TotalRevAndExpnssAmt
Total Net Invst Incm$171,185TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$17,952CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$12,566CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$29,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$14,600AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$14,600AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$30,587OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$30,587OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$395TaxesRevAndExpnssAmt
Taxes Net Invst Incm$395TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$3,979OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$654OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,327OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$82,113TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$46,236TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$29,493TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$185,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$185,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$267,113TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$46,236TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$214,493TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$73,111ExcessRevenueOverExpensesAmt
Net Investment Income$124,949NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$36,709SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$108,332SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$108,332SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,681,230CorporateStockBOYAmt
Corporate Stock EOY$2,534,338CorporateStockEOYAmt
Corporate Stock EOYFMV$4,249,860CorporateStockEOYFMVAmt
Other Assets BOY$47,960OtherAssetsBOYAmt
Other Assets EOY$50,118OtherAssetsEOYAmt
Other Assets EOYFMV$82,708OtherAssetsEOYFMVAmt
Total Assets BOY$2,765,899TotalAssetsBOYAmt
Total Assets EOY$2,692,788TotalAssetsEOYAmt
Total Assets EOYFMV$4,440,900TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,765,899RetainedEarningBOYAmt
Retained Earning EOY$2,692,788RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,765,899TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,692,788TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,765,899TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,692,788TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,765,899TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$73,111ExcessRevenueOverExpensesAmt
Subtotal$2,692,788SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,692,788TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES$13,166$13,588-$409-$422
PUBLICLY TRADED SECURITIES$391,437$274,717$116,738$116,720
FieldValueIRS element (for citing)
Capital Gain Net Income$116,329CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,737InvestmentIncomeExciseTaxAmt
Subtotal$1,737SubtotalAmt
Tax Based On Investment Income$1,737TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,227EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,200ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$3,427TotalPaymentsAndCreditsAmt
Overpayment$1,690OverpaymentAmt
Applied To ES Tax$1,690AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityYes (true)OwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DOUGLAS W BAKERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5624393355PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16082 LIDO LANEAddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90803ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DOUGLAS W BAKER
6082 Lido LaneLong BeachCA90803PRESIDENT, DIRECTOR0.75$0$0$0
CAROL JEAN BAKER
6082 Lido LaneLong BeachCA90803Treasurer, Director0.75$0$0$0
CARRIE LYNN BAKER
6082 Lido LaneLong BeachCA90803Secretary, DIRECTOR5.0$8,976$0$0
PAMELA JEAN SMITH
6082 Lido LaneLong BeachCA90803DIRECTOR5.0$8,976$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,087,853AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$80,892AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$82,708FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,251,453TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,251,453AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$63,772CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,187,681NetVlNoncharitableAssetsAmt
Minimum Investment Return$209,384MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$209,384MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,737TaxBasedOnInvestmentIncomeAmt
Total Tax$1,737TotalTaxAmt
Distributable Before Adj$207,647DistributableBeforeAdjAmt
Distributable Before Ded$207,647DistributableBeforeDedAmt
Distributable As Adjusted$207,647DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$214,493ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$214,493QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$207,647DistributableAsAdjustedAmt
Undistributed Income PY$176,323UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$214,493QualifyingDistributionsAmt
Applied To Year1$176,323AppliedToYear1Amt
Applied To Current Year$38,170AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$169,477UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
COMMUNITY HOSPITAL OF LONG BEACH
1720 TERMINO AVENUELONG BEACHCA90804NONEPCTO PROVIDE SUPPORT FOR COMMUNITY HOSPITAL LONG BEACH (CHLB), OWNED BY THE CITY OF LONG BEACH AND OPERATED BY MWN, LLP$30,000
STEVEN M PEREZ FOUNDATION INC
PO BOX 955MELVILLENY11747NONEPCTO SUPPORT CHARITABLE ACTIVITIES ASSOCIATED WITH LEUKEMIA$10,000
HEROES AMONG US
1 PARK MANOR CT APT AGLEN COVENY11542NONEPCTO SUPPORT AND PROVIDE HOPE TO VETERANS BY OFFERING ASSISTANCE FOR THEIR EVERYDAY NEEDS$10,000
THE TREVOR PROJECT
8704 SANTA MONICA BOULEVARD NO 200WEST HOLLYWOODCA90069NONEPCTO PREVENT SUICIDE AMONG LGBTQ YOUTH$10,000
LONG BEACH BLAST
4201 LONG BEACH BLVDLONG BEACHCA90807NONEPCTO PROVIDE MENTORING AND LEARNING PROGRAMS TO AT-RISK STUDENTS$10,000
A NEW DAWN OF SHINAH FOUNDATION
8432 KIRKWOOD DRLOS ANGELESCA90046NONEPCTO PROVIDE HOLISTIC TRAUMA-INFORMED EDUCATION & HEALING MODALITIES FOR UNDERSERVED & ABUSED WOMAN, WITH FOCUS ON SURVIVORS OF SEXUAL EXPLOITATION / SEX TRAFFICKING$10,000
LONG BEACH MEMORIAL MEDICAL CENTER
PO BOX 1428LONG BEACHCA908011428NONEPCTO ASSIST THE CENTER IN PROVIDING MEDICAL SERVICES TO THE LONG BEACH AREA$30,000
WOMENS SHELTER OF LONG BEACH
PO BOX 17098LONG BEACHCA90807NONEPCTO ELIMINATE DOMESTIC VIOLENCE THROUGH COMPASSIONATE INTERVENTION, EDUCATION AND EMPOWERMENT$10,000
CHILDREN TODAY
2951 LONG BEACH BLVDLONG BEACHCA90806NONEPCTO PROVIDE COMMUNITY BASED SERVICES TO CHILDREN AND FAMILIES EXPERIENCING HOMELESSNESS, FOSTERING LONG-TERM FAMILY STABILITY AND SUCCESS$5,000
LONG BEACH MUSEUM OF ART FOUNDATION
2300 E OCEAN BLVDLONG BEACHCA90803NONEPCTO PROMOTE UNDERSTANDING AND APPREICAITON OF THE ARTS$5,000
NEW YORK BOTANICAL GARDEN
2900 SOUTHERN BLVDBRONXNY104585126NONEPCTO ASSIST THE GARDEN IN ITS SCIENTIFIC RESEARCH AND STUDY OF PLANTS AND THEIR USES$10,000
RESTORE NYC
PO BOX 1003NEW YORKNY10274NONEPCTO PROVIDE HOLISTIC LONG-TERM AFTERCARE SERVICES FOR SURVIVORS OF SEX TRAFFICKING IN NEW YORK CITY$10,000BOWLING GREEN STATION
SAN DIEGO YACHT CLUB SAILING FOUNDATION
1011 ANCHORAGE LANESAN DIEGOCA92106NONEPCTO PROMOTE NATIONAL AND INTERNATIONAL AMATEUR SAILING, MARITIME EDUCATION AND COMPETITION$7,000
ST FRANCIS SAILING FOUNDATION
150 SUTTER STREETSAN FRANCISCOCA94104NONEPCTO SUPPORT THE FOUNDATION IN ITS EFFERT TO TRAIN, DEVELOP, AND THE PARTICIPATION OF AMATEUR SAILORS IN NATIONAL AND INTERNATIONAL COMPETITIONS$8,000PO BOX 551
STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVDSTATEN ISLANDNY10306NONEPCTO HONOR THE SACRIFICE OF FIREFIGHTER STEPHEN SILLER, WHO LAID DOWN HIS LIFE TO SAVE OTHERS ON SEPTEMBER 11, 2001$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$185,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$54,827ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$980ExclusionAmt
FieldValueIRS element (for citing)
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$138,147ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$194,002ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$194,002TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$29,200Amt
Net Investment Income$14,600NetInvestmentIncomeAmt
Disbursements Charitable Prps$14,600DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMERRILL LYNCH #2024StockNm
EOY Book Value$2,534,338EOYBookValueAmt
EOYFMV$4,249,860EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescBAYSIDE ASSET MANAGEMENT LLLPDesc
BOY Book Value$47,960BOYBookValueAmt
EOY Book Value$50,118EOYBookValueAmt
EOYFMV$82,708EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
WORKERS COMPENSATION INSURANCE$476$333
PAYROLL TAXES & PROCESSING FEE$2,849$1,994
BAYSIDE ASSET MGMT LLLP$654$654

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescBAYSIDE ASSET Management LLLPDesc
Revenue And Expenses Per Books$980RevenueAndExpensesPerBooksAmt
Net Investment Income$980NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$30,587Amt
Net Investment Income$30,587NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$370$370
TAXES AND LICENSES$25$25

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