BAKER FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BAKER FAMILY FOUNDATION (EIN 95-4590881)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-18
- IRS object ID
- 201702919349100400
- Schema version
- 2016v3.1
- 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
- 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 | 2017-10-18T09:22:57-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-10-16 | 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 | 96145020172915000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-10-18 | 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 | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,200,541 | 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 | $51 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $51 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $83,942 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $83,500 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,227 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,466,305 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,227 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$594 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$594 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $102,626 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $102,184 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,608 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,608 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,034 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,004 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $427 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $397 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $28,969 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,959 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $183,732 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $183,732 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $212,701 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,959 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $183,732 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$110,075 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $75,225 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $82,489 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $44,374 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $44,374 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,905,790 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,832,974 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,101,962 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $43,990 | OtherAssetsBOYAmt |
| Other Assets EOY | $44,846 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $54,205 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,032,269 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,922,194 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,200,541 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,032,269 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,922,194 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,032,269 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,922,194 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,032,269 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,922,194 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,032,269 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$110,075 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,922,194 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,922,194 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| MERRILL LYNCH #2024 | $365,773 | $384,286 | -$18,513 | -$18,513 | |
| MERRILL LYNCH #2024 | $1,065,156 | $1,031,233 | $34,516 | $33,923 | |
| MERRILL LYNCH #2024 | $31,200 | $32,152 | -$952 | -$952 | |
| CAPITAL GAIN DIVIDENDS | $3,415 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,227 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $160,168 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,422,630 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046797 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $167,005 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,507,233 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047617 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $161,477 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,362,599 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048021 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $153,464 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,157,712 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0486 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $138,507 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,126,227 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044305 | DistributionYr5Rt |
| Total Distribution | 0.23534 | TotalDistributionRt |
| Average Distribution | 0.047068 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,227,851 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $151,928 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $752 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $152,680 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $183,732 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $752 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $752 | SubtotalAmt |
| Tax Based On Investment Income | $752 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,298 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,298 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,546 | OverpaymentAmt |
| Applied To ES Tax | $1,546 | 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 | $3,068,428 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $154,373 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $54,205 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,277,006 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,277,006 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,155 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,227,851 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $161,393 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $161,393 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $752 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $752 | TotalTaxAmt |
| Distributable Before Adj | $160,641 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $160,641 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $160,641 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $183,732 | 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 | $183,732 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $752 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $182,980 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $160,641 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $168,918 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $183,732 | QualifyingDistributionsAmt |
| Applied To Year1 | $168,918 | AppliedToYear1Amt |
| Applied To Current Year | $14,814 | 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 | $145,827 | 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 (8 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 FACILITY | $100,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | TO PROMOTE RESEARCH AND UNDERSTANDING OF MS | $8,500 |
| COMMUNITY HOSPITAL OF LONG BEACH | |||||||
| 1720 TERMINO AVENUE | LONG BEACH | CA | 90804 | NONE | PC | TO PROVIDE MEDICAL CARE | $5,232 |
| CASA COLINA CENTERS FOR REHABILITATION FOUNDATION | |||||||
| 255 EAST BONIA AVENUE | POMONA | CA | 91769 | NONE | PC | TO PROVIDE MEDICAL RECOVERY AND REHABILITATION CARE | $20,000 |
| BRAIN REHABILITATION AND INJURY NETWORK | |||||||
| 5656 CORPORATE AVENUE | CYPRESS | CA | 90603 | NONE | PC | TO SUPPORT PROGRAMS OFFERING TO BRAIN INJURED ADULTS | $20,000 |
| KOCE-TV FOUNDATION | |||||||
| 3080 BRISTOL STREET NO 400 | COSTA MESA | CA | 92626 | NONE | PC | TO SUPPORT PUBLIC TELEVISION PROGRAMS | $10,000 |
| SEMPER4VETERANS | |||||||
| 1211 STEWART AVENUE | BETHPAGE | NY | 11714 | none | PC | TO SUPPORT LONG ISLAND VETERANS AND MILITARY FAMILIES | $10,000 |
| STEVEN M PEREZ FOUNDATION INC | |||||||
| PO BOX 955 | MELVILLE | NY | 11747 | none | PC | TO SUPPORT CHARITABLE ACTIVITIES ASSOCIATED WITH LEUKEMIA OR RELATED CANCERS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $183,732 | 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 | $51 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,942 | 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 | -$594 | 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 | $19,227 | 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 | $102,626 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $102,626 | 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 | $2,832,974 | EOYBookValueAmt |
| EOYFMV | $3,101,962 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BAYSIDE ASSET MANAGEMENT LLLP | Desc |
| BOY Book Value | $43,990 | BOYBookValueAmt |
| EOY Book Value | $44,846 | EOYBookValueAmt |
| EOYFMV | $54,205 | 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 | $427 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $397 | 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 | -$594 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$594 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER SERVICE FEES | CategoryTxt |
| Amt | $23,608 | Amt |
| Net Investment Income | $23,608 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $954 | $954 |
| TAXES AND LICENSES | $80 | $50 |
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