RICK AND DONNA BALDRIDGE FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: RICK AND DONNA BALDRIDGE FAMILY FOUNDATION (EIN 46-1622048)
Tax period: 2016-12-01 to 2017-11-30
Filed: 2018-09-17
IRS object ID: 201812609349100226
Schema version: 2016v3.0
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
Schedule B
Accounting Fees Schedule
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-09-17T11:52:03-07:00	ReturnTs
Tax Period End	2017-11-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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	2016-12-01	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	2018-09-17	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

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

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2018-06-14 16:35:46Z	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	$25,000	ContriRcvdRevAndExpnssAmt
Other Income Rev And Expnss	$3	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$25,003	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$750	AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss	$10	TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$760	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$20,927	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$20,927	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$21,687	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$20,927	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$3,316	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$50,179	CashBOYAmt
Cash EOY	$53,494	CashEOYAmt
Total Assets BOY	$50,179	TotalAssetsBOYAmt
Total Assets EOY	$53,494	TotalAssetsEOYAmt
Total Assets EOYFMV	$0	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$1	OtherLiabilitiesBOYAmt
Total Liabilities BOY	$1	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$50,178	UnrestrictedBOYAmt
Unrestricted EOY	$53,494	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$50,178	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$53,494	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$50,179	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$53,494	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$50,178	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$3,316	ExcessRevenueOverExpensesAmt
Subtotal	$53,494	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$53,494	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt

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
Form990 T Filed	false	Form990TFiledInd
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
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
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
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	false	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Proceeds Or Net Income	false	ProceedsOrNetIncomeInd

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

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$20,927	ExpensesAndContributionsAmt
Qualifying Distributions	$20,927	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$20,927	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3	$16,673	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$6,154	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$8,896	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$31,723	TotalExcessDistributionCyovAmt
Qualifying Distributions	$20,927	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus	$20,927	RemainingDistriFromCorpusAmt
Total Corpus	$52,650	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$52,650	ExcessDistriCyovToNextYrAmt
Excess From Year3	$16,673	ExcessFromYear3Amt
Excess From Year2	$6,154	ExcessFromYear2Amt
Excess From Year1	$8,896	ExcessFromYear1Amt
Excess From Current Year	$20,927	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 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	$1,500
SD PADRES PEDAL THE CAUSE
PO BOX 122000	SAN DIEGO	CA	92112		FUNDRAISER	$1,250
HOPE FOR SAN DIEGO
1831 S EL CAMINO REAL	ENCINITAS	CA	92024		SUPPORT FOR INDIGENT INDIVIDUALS	$2,830
BEACH COUNTRY GUILD
PO BOX 3064	RANCHO SANTA FE	CA	92067		SUPPORT FOR UNITED CEREBRAL PALSY PROGRAMS IN SAN DIEGO	$150
GLADNEY CENTER DEVELOPMENT
6300 JOHN RYAN DR	FORT WORTH	TX	76132		SUPPORT TO IMPROVE LIVES OF ADOPTIVE CHILDREN & FAMILIES	$200
GO FUND ME
1010 SECOND AVE STE 1770	SAN DIEGO	CA	92101		SUPPORT FOR INDIVIDUALS SUFFERING VARIOUS MEDICAL ISSUES	$2,200
GROUPREV
455 CAPITOL MALL STE 604	SACRAMENTO	CA	95814		SUPPORT FOR INDIVIDUALS SUFFERING MEDICAL ISSUES	$205
HOSPICE OF SOUTH TEXAS
605 E LOCUST AVE	VICTORIA	TX	77901		SUPPORT FOR HOSPICE PROVIDING MEDICAL SERVICES TO TERMINALLY ILL INDIVIDUALS	$100
QTEGO AUCTIONS
5816 W 74TH ST	INDIANAPOLIS	IN	46278		SUPPORT FOR INDIGENT INDIVIDUALS	$100
SAN DIEGO LEADERSHIP FORUM
SANDIEGOLEADERSHIPFORUMORG	SAN DIEGO	CA	92122		SUPPORT COMMUNITY LEADERS WITH CHALLENGES FACED PROVIDING COMMUNITY SUPPORT	$2,145
SANTA FE CHRISTIAN SCHOOL
845 SANTA FE DR	ENCINITAS	CA	92024		SUPPORT FOR STUDENTS UNABLE TO PAY TUITION	$1,500
SANTIAGO HS BOOSTERS
12342 TRASK AVE	GARDEN GROVE	CA	92843		PROVIDING SUPPORT FOR SCHOOL SUPPLIES	$100
SMART TUITION
10 WOODBRIDGE CENTER DR	WOODBRIDGE	NJ	07095		PROVIDING TUITION MGMT SVCS & SOFTWARE TO PRIVATE SCHOOLS	$8,647

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$20,927	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Rev Part VII ProgramServiceRevPartVIIGrp

Field	Value	IRS element (for citing)
Desc	BANK INTEREST	Desc
Unrelated Business Taxbl Incm	$3	UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$3	UnrelatedBusinessTaxblIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$3	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	$25,000	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 Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	BANK INTEREST	Desc
Revenue And Expenses Per Books	$3	RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEES	CategoryTxt
Amt	$10	Amt

RICK AND DONNA BALDRIDGE FAMILY FOUNDATION: Form 990PF, tax year 2016

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

Preparer Person PreparerPersonGrp

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

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Rev Part VII ProgramServiceRevPartVIIGrp

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 Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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