RICK AND DONNA BALDRIDGE FAMILY FOUNDATION: Form 990PF, tax year 2014

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Organization: RICK AND DONNA BALDRIDGE FAMILY FOUNDATION (EIN 46-1622048)
Tax period: 2014-12-01 to 2015-11-30
Filed: 2016-06-11
IRS object ID: 201601639349100100
Schema version: 2014v6.0
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 Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-06-11T06:12:10-07:00	ReturnTs
Tax Period End	2015-11-30	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	2014-12-01	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	2016-06-11	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	2014	TaxYr
Build TS	2016-08-17 19:52:53Z	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
Interest On Sav Net Invst Incm	$1	InterestOnSavNetInvstIncmAmt
Total Rev And Expnss	$25,000	TotalRevAndExpnssAmt
Total Net Invst Incm	$1	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$500	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$500	AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss	$22	InterestRevAndExpnssAmt
Interest Dsbrs Chrtbl	$22	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$810	TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl	$810	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$325	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$325	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,657	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,657	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$5,800	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$5,800	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$7,457	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$7,457	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$17,543	ExcessRevenueOverExpensesAmt
Net Investment Income	$1	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$17,683	CashBOYAmt
Cash EOY	$35,226	CashEOYAmt
Total Assets BOY	$17,683	TotalAssetsBOYAmt
Total Assets EOY	$35,226	TotalAssetsEOYAmt
Total Assets EOYFMV	$0	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$17,683	UnrestrictedBOYAmt
Unrestricted EOY	$35,226	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$17,683	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$35,226	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$17,683	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$35,226	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$17,683	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$17,543	ExcessRevenueOverExpensesAmt
Subtotal	$35,226	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$35,226	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

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	$26,455	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$26,455	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$26,455	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$397	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$26,058	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,303	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,303	MinimumInvestmentReturnAmt
Distributable Before Adj	$1,303	DistributableBeforeAdjAmt
Distributable Before Ded	$1,303	DistributableBeforeDedAmt
Distributable As Adjusted	$1,303	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$7,457	ExpensesAndContributionsAmt
Qualifying Distributions	$7,457	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$7,457	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,303	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1	$16,673	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$16,673	TotalExcessDistributionCyovAmt
Qualifying Distributions	$7,457	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,303	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$6,154	RemainingDistriFromCorpusAmt
Total Corpus	$22,827	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$22,827	ExcessDistriCyovToNextYrAmt
Excess From Year1	$16,673	ExcessFromYear1Amt
Excess From Current Year	$6,154	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 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	$3,500
ANGELS DEPOT
1497 POINSETTIA AVE	VISTA	CA	92081	POF	FUNDRAISER	$150
BROTHER BENNOS CENTER
3260 PRODUCTION AVE	OCEANSIDE	CA	92058	POF	FUNDRAISER	$500
FOREVER FOOTPRINTS
151 KALMUS DR STE L-4	COSTA MESA	CA	92626	POF	FUNDRAISER	$250
NATIONAL MS SOCIETY
12121 SCRIPPS SUMMIT DR 190	SAN DIEGO	CA	92131	EOF	FUNDRAISER	$250
SOLANA BEACH PRESBYTERIAN CHURCH
120 STEVENS AVE	SOLANA BEACH	CA	92075	EOF	TITHE	$150
WILLIAM WARDRIP FOUNDATION
PO BOX 8103	RANCHO SANTA FE	CA	92067	POF	FUNDRAISER	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$5,800	TotalGrantOrContriPdDurYrAmt

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)
Category	ACCOUNTING	CategoryTxt
Amt	$500	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$500	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	PENALTIES	Desc
Revenue And Expenses Per Books	$325	RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps	$325	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEES	$10	$10
STATE TAX	$800	$800

RICK AND DONNA BALDRIDGE FAMILY FOUNDATION: Form 990PF, tax year 2014

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 (7 entries)

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 Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

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