BAKER FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BAKER FAMILY FOUNDATION (EIN 95-4590881)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-19
- IRS object ID
- 201842929349100504
- Schema version
- 2017v2.3
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-19T10:26:03-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | George H McCrimlisk & Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 S Lake Avenue Ste 1410 | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954590881 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Baker Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DOUGLAS W BAKER | InCareOfNm |
| Business Name Control | BAKE | BusinessNameControlTxt |
| Phone | 5624397045 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6082 Lido Lane | AddressLine1Txt |
| City | Long Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS W BAKER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5624393355 | PhoneNum |
| Signature | 2018-10-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Chiayu K Lin | PreparerPersonNm |
| PTIN | P00992831 | PTIN |
| Phone | 6267440323 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.229.10.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 96145020182925000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-10-19 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F5C6327A3E98048973A926F6CD2980D1AE245CE3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F5C6327A3E98048973A926F6CD2980D1AE245CE3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $3,544,471 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $106 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $106 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $88,485 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $88,179 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $191,205 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $986,556 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $191,205 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $226 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $226 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $280,022 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $279,716 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,503 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,503 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $760 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $725 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $542 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $521 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $29,905 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,799 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $156,382 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $156,382 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $186,287 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,799 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $156,382 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $93,735 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $251,917 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $44,374 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,879 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,879 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,832,974 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,939,685 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,457,183 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $44,846 | OtherAssetsBOYAmt |
| Other Assets EOY | $47,365 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $58,409 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,922,194 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,015,929 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,544,471 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,922,194 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,015,929 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,922,194 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,015,929 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,922,194 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,015,929 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,922,194 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $93,735 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,015,929 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,015,929 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $196,582 | $190,262 | $6,320 | $6,320 | |
| PUBLICLY TRADED SECURITIES | $772,867 | $605,243 | $167,778 | $167,624 | |
| CAPITAL GAIN DIVIDENDS | $15,426 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $191,205 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $182,980 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,227,851 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056688 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $160,168 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,422,630 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046797 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $167,005 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,507,233 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047617 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $161,477 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,362,599 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048021 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $153,464 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,157,712 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0486 | DistributionYr5Rt |
| Total Distribution | 0.247723 | TotalDistributionRt |
| Average Distribution | 0.049545 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,349,935 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $165,973 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,519 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $168,492 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $156,382 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,038 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,038 | SubtotalAmt |
| Tax Based On Investment Income | $5,038 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,546 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,546 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,508 | OverpaymentAmt |
| Applied To ES Tax | $2,508 | 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 | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOUGLAS W BAKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5624393355 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6082 LIDO LANE | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90803 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| DOUGLAS W BAKER | ||||||||
| 6082 Lido Lane | Long Beach | CA | 90803 | PRESIDENT, DIRECTOR | 0 | $0 | $0 | $0 |
| CAROL JEAN BAKER | ||||||||
| 6082 Lido Lane | Long Beach | CA | 90803 | Treasurer, Director | 0 | $0 | $0 | $0 |
| CARRIE LYNN BAKER | ||||||||
| 6082 Lido Lane | Long Beach | CA | 90803 | Secretary, DIRECTOR | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,271,359 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $71,181 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $58,409 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,400,949 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,400,949 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,014 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,349,935 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $167,497 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $167,497 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,038 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,038 | TotalTaxAmt |
| Distributable Before Adj | $162,459 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $162,459 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $162,459 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $156,382 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $156,382 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $156,382 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $162,459 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $145,827 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $156,382 | QualifyingDistributionsAmt |
| Applied To Year1 | $145,827 | AppliedToYear1Amt |
| Applied To Current Year | $10,555 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $151,904 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LONG BEACH MEMORIAL HOSPITAL | |||||||
| 2801 ATLANTIC AVENUE | LONG BEACH | CA | 90806 | NONE | PC | TO PROMOTE CANCER RESEARCH AND SUPPORT Hospital FACILITY | $20,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | TO PROMOTE RESEARCH AND UNDERSTANDING OF MS | $10,000 |
| COMMUNITY HOSPITAL OF LONG BEACH | |||||||
| 1720 TERMINO AVENUE | LONG BEACH | CA | 90804 | NONE | PC | TO PROVIDE MEDICAL CARE | $25,559 |
| CASA COLINA CENTERS FOR REHABILITATION FOUNDATION | |||||||
| 255 EAST BONIA AVENUE | POMONA | CA | 91769 | NONE | PC | TO PROVIDE MEDICAL RECOVERY AND REHABILITATION CARE | $10,000 |
| BRAIN REHABILITATION AND INJURY NETWORK | |||||||
| 5656 CORPORATE AVENUE | CYPRESS | CA | 90603 | NONE | PC | TO SUPPORT PROGRAMS for BRAIN INJURED ADULTS | $10,000 |
| KOCE-TV FOUNDATION | |||||||
| 3080 BRISTOL STREET NO 400 | COSTA MESA | CA | 92626 | NONE | PC | TO SUPPORT PUBLIC TELEVISION PROGRAMS | $10,000 |
| STEVEN M PEREZ FOUNDATION INC | |||||||
| PO BOX 955 | MELVILLE | NY | 11747 | none | PC | TO SUPPORT CHARITABLE ACTIVITIES ASSOCIATED WITH LEUKEMIA | $10,000 |
| NEW YORK BOTANICAL GARDENS | |||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | NONE | PC | TO SUPPORT THE STUDY OF PLANTS AND THEIR USES | $10,000 |
| LONG BEACH MUSEUM OF ART | |||||||
| 2300 E OCEAN BLVD | LONG BEACH | CA | 90803 | NONE | PC | TO PROMOTE UNDERSTANDING AND APPRECIATION OF THE ARTS | $15,823 |
| KCET | |||||||
| 2900 WSET ALAMEDA AVE NO 600 | BURBANK | CA | 91505 | NONE | PC | TO SUPPORT PUBLIC TELEVISION PROGRAMS | $10,000 |
| HEROES AMONG US | |||||||
| 1 PARK MANOR CT APT A | GLEN COVE | NY | 11542 | NONE | PC | TO SUPPORT VETERANS | $15,000 |
| PUBLIC BROADCASTING SERVICE | |||||||
| 2100 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | NONE | PC | TO SUPPORT PUBLIC TELEVISION PROGRAMS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $156,382 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88,485 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $226 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $191,205 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $280,022 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $280,022 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH #2024 | StockNm |
| EOY Book Value | $2,939,685 | EOYBookValueAmt |
| EOYFMV | $3,457,183 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BAYSIDE ASSET MANAGEMENT LLLP | Desc |
| BOY Book Value | $44,846 | BOYBookValueAmt |
| EOY Book Value | $47,365 | EOYBookValueAmt |
| EOYFMV | $58,409 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BAYSIDE ASSET MGMT LLLP | Desc |
| Revenue And Expenses Per Books | $542 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $521 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BAYSIDE ASSET Management LLLP | Desc |
| Revenue And Expenses Per Books | $226 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $226 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER SERVICE FEES | CategoryTxt |
| Amt | $24,503 | Amt |
| Net Investment Income | $24,503 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $675 | $675 |
| TAXES AND LICENSES | $85 | $50 |
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