PRISCILLA AND MICHAEL BALDWINFOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PRISCILLA AND MICHAEL BALDWINFOUNDATION (EIN 20-5265903)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202113149349102361
- Schema version
- 2020v4.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T15:35:33-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461673144 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAULIMA TAX ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1003 BISHOP STREET SUITE 1200 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205265903 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRISCILLA AND MICHAEL BALDWIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRIS | BusinessNameControlTxt |
| Phone | 8083948120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1003 BISHOP ST NO 1200 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THEODORE RACHLIN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8083948120 | PhoneNum |
| Signature | 2021-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THEODORE | PersonFirstNm |
| Person Last | RACHLIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY OTA | PreparerPersonNm |
| PTIN | P00639415 | PTIN |
| Phone | 8083948120 | PhoneNum |
| Preparation | 2021-11-03 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $296,718 | 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 | $350,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $86,428 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $86,428 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $169,988 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $169,988 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $458,096 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $458,096 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $458,096 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,064,512 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $714,512 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,984 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,492 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,492 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $18,139 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,377 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,123 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,869 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,492 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $987,792 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $987,792 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,008,915 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,869 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $989,284 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $55,597 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $706,643 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $234,744 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $177,668 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $177,668 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $119,050 | AcctRcvblAmt |
| Acct Rcvbl EOY | $119,050 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $119,050 | AcctRcvblEOYFMVAmt |
| Total Assets BOY | $234,748 | TotalAssetsBOYAmt |
| Total Assets EOY | $296,718 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $296,718 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,126 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,126 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $232,622 | RetainedEarningBOYAmt |
| Retained Earning EOY | $294,592 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $234,748 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $296,718 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $234,748 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $296,718 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $234,748 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $55,597 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,373 | OtherIncreasesAmt |
| Subtotal | $296,718 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $296,718 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PRISCILLA V. BALDWIN 2010 CHARITABLE REMAINDER UNITRUST | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Gross Sales Price | $458,096 | GrossSalesPriceAmt |
| Gain Or Loss | $458,096 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $458,096 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $458,096 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,822 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,822 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,822 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,720 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $11,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,220 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Overpayment | $10,387 | OverpaymentAmt |
| Applied To ES Tax | $10,387 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAULIMA FAMILIES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8083948120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1003 BISHOP ST SUITE 1200 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PRISCILLA V BALDWIN | ||||||||
| 1003 BISHOP ST SUITE 1200 | HONOLULU | HI | 96813 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| MICHAEL C BALDWIN | ||||||||
| 1003 BISHOP ST SUITE 1200 | HONOLULU | HI | 96813 | SECRETARY, DIRECTOR | 5.00 | $0 | $0 | $0 |
| GARY BROTHERS | ||||||||
| 1003 BISHOP ST SUITE 1200 | HONOLULU | HI | 96813 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KEVIN BONINE | ||||||||
| 1003 BISHOP ST SUITE 1200 | HONOLULU | HI | 96813 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| THEODORE RACHLIN | ||||||||
| 1003 BISHOP ST SUITE 1200 | HONOLULU | HI | 96813 | TREASURER | 1.00 | $0 | $0 | $0 |
| MICHAEL E BALDWIN | ||||||||
| 1003 BISHOP ST SUITE 1200 | HONOLULU | HI | 96813 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT EDISON | ||||||||
| 1003 BISHOP ST SUITE 1200 | HONOLULU | HI | 96813 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WENDY MOORE | ||||||||
| 1003 BISHOP ST SUITE 1200 | HONOLULU | HI | 96813 | DIRECTOR | 1.00 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $228,010 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $228,010 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $228,010 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,420 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $224,590 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,230 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,230 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,822 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,822 | TotalTaxAmt |
| Distributable Before Adj | $1,408 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,408 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,408 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $989,284 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $989,284 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $989,284 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,408 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $745,208 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,017,189 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,948,922 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,750,516 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $645,503 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,107,338 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $989,284 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,408 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $987,876 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,095,214 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $745,208 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,350,006 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,017,189 | ExcessFromYear4Amt |
| Excess From Year3 | $2,948,922 | ExcessFromYear3Amt |
| Excess From Year2 | $1,750,516 | ExcessFromYear2Amt |
| Excess From Year1 | $645,503 | ExcessFromYear1Amt |
| Excess From Current Year | $987,876 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PRISCILLA V BALDWIN | ContributingManagerNm |
| Contributing Manager | MICHAEL C BALDWIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARIZONA-SONORA DESERT MUSEUM | |||||||
| 2021 N KINNEY ROAD | TUCSON | AZ | 85743 | N/A | PC | ART INSTITUTE FUNDING | $214,333 |
| ARIZONA-SONORA DESERT MUSEUM | |||||||
| 2021 N KINNEY ROAD | TUCSON | AZ | 85743 | N/A | PC | MUSEUM OPERATIONS | $250,000 |
| ARIZONA-SONORA DESERT MUSEUM | |||||||
| 2021 N KINNEY ROAD | TUCSON | AZ | 85743 | N/A | PC | TREASURED LEGACIES BOOK PROGRAM | $23,459 |
| ARIZONA-SONORA DESERT MUSEUM | |||||||
| 2021 N KINNEY ROAD | TUCSON | AZ | 85743 | N/A | PC | UNRESTRICTED GRANT | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $987,792 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86,428 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $169,988 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $458,096 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $714,512 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $714,512 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | MICHAEL C BALDWIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 1003 BISHOP STREET SUITE 1200 | AddressLine1Txt |
| City | HONOLULU | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $350,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,984 | Amt |
| Net Investment Income | $1,492 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,492 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE (PRISCILLA V. BALDWIN 2010 CRUT K-1) | Desc |
| Amt | $6,373 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX (PRISCILLA V. BALDWIN 2010 CHARITABLE REMAINDER UNITRUST) | $6,377 | $6,377 | $0 |
| 12/31/2019 FEDERAL EXTENSION PAYMENT | $3,500 | $0 | $0 |
| 12/31/2020 FEDERAL QUARTERLY PAYMENTS | $8,262 | $0 | $0 |
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