BAKER FOUNDATION OF BURLESON INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BAKER FOUNDATION OF BURLESON INC (EIN 75-2739558)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-11
- IRS object ID
- 201542249349100004
- Schema version
- 2014v5.0
- 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
- Accounting Fees Schedule
- Cash Deemed Charitable Expln Stmt
- Depreciation Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Reduction Explanation Statement
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-11T12:37:59-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752734794 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RASCO & RASCO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 SW THOMAS ST STE 100 | AddressLine1Txt |
| City | BURLESON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 760283818 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752739558 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER FOUNDATION OF BURLESON INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAKE | BusinessNameControlTxt |
| Phone | 8172952202 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 SW THOMAS ST | AddressLine1Txt |
| Address Line2 | ROOM/SUITE 100 | AddressLine2Txt |
| City | BURLESON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAROLD BOOTH | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8172952202 | PhoneNum |
| Signature | 2015-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NANCY BURT | PreparerPersonNm |
| PTIN | P00331632 | PTIN |
| Phone | 8172952202 | PhoneNum |
| Preparation | 2015-08-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,521,935 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $91 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $91 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $91 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $13,367 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,367 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $13,367 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $131,428 | GrossRentsRevAndExpnssAmt |
| Gross Rents Adj Net Incm | $131,428 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $27,159 | NetRentalIncomeOrLossAmt |
| Other Income Rev And Expnss | $9,872 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $9,872 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $154,758 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,458 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $154,758 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,063 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,063 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $150 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $150 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $8,342 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $8,342 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,982 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $2,982 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $842 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $842 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $21,440 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $21,440 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $37,984 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $18,621 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $19,363 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $50 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $50 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $66,754 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $62,519 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,235 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $142,607 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,063 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $106,554 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,990 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $114,899 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $114,899 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $257,506 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,063 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $106,554 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $146,889 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$102,748 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,395 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $48,204 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,534,877 | CashBOYAmt |
| Cash EOY | $1,547,947 | CashEOYAmt |
| Cash EOYFMV | $1,547,947 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $1,171 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $391 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $391 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $790,296 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $125,532 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $686,665 | LandBOYAmt |
| Land EOY | $664,764 | LandEOYAmt |
| Land EOYFMV | $666,667 | LandEOYFMVAmt |
| Other Assets BOY | $306,468 | OtherAssetsBOYAmt |
| Other Assets EOY | $306,930 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $306,930 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,529,181 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,520,032 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,521,935 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $10,950 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $104,549 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $10,950 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $104,549 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,518,231 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,415,483 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,518,231 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,415,483 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,529,181 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,520,032 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,518,231 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$102,748 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,415,483 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,415,483 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $143,958 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,731,417 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052705 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $129,718 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,408,426 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053860 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $111,628 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,396,282 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046584 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $105,969 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,246,293 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047175 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $113,523 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,229,899 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050909 | DistributionYr5Rt |
| Total Distribution | 0.251233 | TotalDistributionRt |
| Average Distribution | 0.050247 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,084,411 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $104,735 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $94 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $104,829 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $146,889 | 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 | $94 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $94 | SubtotalAmt |
| Tax Based On Investment Income | $94 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $391 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $391 | TotalPaymentsAndCreditsAmt |
| Overpayment | $297 | OverpaymentAmt |
| Applied To ES Tax | $297 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| 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 |
| Individual With Books | RASCO RASCO PC | IndividualWithBooksNm |
| Phone | 8172952202 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 SW THOMAS ST | AddressLine1Txt |
| City | BURLESON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76028 | 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 | Yes (true) | 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 |
| 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 |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY SCOTT RASCO | ||||||||
| 112 SW THOMAS ST STE 100 | BURLESON | TX | 76028 | PRES/TREAS/D | 2.00 | $0 | $0 | $0 |
| F STEVEN MCCLURE LAW ATTY | ||||||||
| 112 SW THOMAS ST STE 100 | BURLESON | TX | 76028 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NANCY BURT | ||||||||
| 112 SW THOMAS ST STE 100 | BURLESON | TX | 76028 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CHRISTY DUNCAN | ||||||||
| 112 SW THOMAS | BURLESON | TX | 76028 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HAROLD RAY BOOTH | ||||||||
| 12645 STEPHENSON LEVY RD | BURLESON | TX | 76028 | VP/SEC/DIR | 1.00 | $4,063 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CURLY'S PLUMBING BIG BLADE SEWER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1002 EAST SECOND | AddressLine1Txt |
| City | CLEBURNE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76031 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | PLUMBING | ServiceTypeTxt |
| Compensation | $51,796 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ATHENA SOCIETY OF BURLESON-CANCER PATIENTS @ COOKS CHILDRENS HOSPITAL | Description1Txt |
| Expenses1 | $35,000 | Expenses1Amt |
| Description2 | CASA OF JOHNSON COUNTY-WELFARE OF ABUSED RESIDENTS | Description2Txt |
| Expenses2 | $20,000 | Expenses2Amt |
| Description3 | MEALS ON WHEELS OF JOHNSON COUNTY | Description3Txt |
| Expenses3 | $20,000 | Expenses3Amt |
| Description4 | BURLESON OPPORTUNITY FUND-GRANT SCHOLARSHIPS TO HS GRADUATES | Description4Txt |
| Expenses4 | $13,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,541,412 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $683,329 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,224,741 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $54,667 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,224,741 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $140,330 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,084,411 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $104,221 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $104,221 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $94 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $94 | TotalTaxAmt |
| Distributable Before Adj | $104,127 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $104,127 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $104,127 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $146,889 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $146,889 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $94 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $146,795 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $104,127 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $146,889 | QualifyingDistributionsAmt |
| Applied To Current Year | $104,127 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $42,762 | RemainingDistriFromCorpusAmt |
| Total Corpus | $42,762 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $42,762 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $42,762 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BAKER FOUNDATION OF BURLESON INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 SW THOMAS STE 100 | AddressLine1Txt |
| City | BURLESON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8172952202 | RecipientPhoneNum |
| Form And Info And Materials | GENERAL CONTACT INFORMATION, DESCRIPTION OF NEED & BENEFIT TO COMMUNITY. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOVEMBER 15, 2015 | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO BURLESON TX & SURROUNDING AREAS & THE BENEFIT THEREOF. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ATHENA SOCIETY OF BURLESON | ||||||
| PO BOX 3123 | BURLESON | TX | 76097 | LOCAL ORG | FOR CANCER PATIENTS COOKS CHILDRENS | $15,000 |
| BURLESON OPPORTUNITY FUND | ||||||
| 141 W RENFRO | BURLESON | TX | 76028 | LOCAL ORG | SCHOLARSHIPS LOCAL HS GRADUATES | $3,000 |
| LONGHORN COUNCIL BOY SCOUTS OF AMER | ||||||
| PO BOX 54190 | HURST | TX | 76054 | LOCAL ORG | PROMOTE WELFARE OF BURLESON RESIDENT | $3,000 |
| TEXAS WESLEYAN UNIVERSITY | ||||||
| 900 AZALEA CT | BURLESON | TX | 76028 | LOCAL ORG | BURLESON SCHOLARSHIP FUND | $300 |
| BURLESON OPPORTUNITY FUND | ||||||
| 141 W RENFRO | BURLESON | TX | 76028 | LOCAL ORG | SCHOLARSHIPS LOCAL HS GRADUATES | $10,000 |
| BURLESON EX STUDENTS ASSOCIATION | ||||||
| PO BOX 1252 | BURLESON | TX | 76097 | LOCAL ORG | SCHOLARSHIPS FOR HS GRADUATES | $10,000 |
| ATHENA SOCIETY OF BURLESON | ||||||
| PO BOX 3123 | BURLESON | TX | 76097 | LOCAL ORG | FOR CANCER PATIENTS-COOKS CHILDRENS | $20,000 |
| CASA OF JOHNSON COUNTY INC | ||||||
| 210 FEATHERSTON | CLEBURNE | TX | 76033 | LOCAL ORG | PROMOTE WELFARE OF ABUSED FAMILIES | $20,000 |
| MEALS ON WHEELS JOHNSON COUNTY | ||||||
| 106 E KILPATRICK | CLEBURNE | TX | 76031 | LOCAL ORG | PROMOTE WELFARE OF ELDERLY-MEALS | $20,000 |
| LONGHORN COUNCIL BOY SCOUTS | ||||||
| PO BOX 54190 | HURST | TX | 76054 | LOCAL ORG | WELFARE OF BURLESON RESIDENTS | $5,000 |
| BURLESON SENIOR CITIZENS CENTER | ||||||
| 216 SW JOHNSON | BURLESON | TX | 76028 | LOCAL ORG | PROMOTE WELFARE OF BURLESON SENIORS | $5,000 |
| BURLESON MINISTERIAL ALLIANCE AUXIL | ||||||
| 349 NW RENFRO | BURLESON | TX | 76028 | LOCAL ORG | PROMOTE WELFARE-BURLESON RESIDENTS | $3,599 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $114,899 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,367 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $27,159 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | $9,872 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $37,031 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,458 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,489 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREP. | CategoryTxt |
| Amt | $8,342 | Amt |
| Disbursements Charitable Prps | $8,342 | DisbursementsCharitablePrpsAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | REAL ESTATE LACK OF LIQUIDITY AND SALES COSTS. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|
| 100 S DOBSON | 2007-12-15 | $22,170 | $3,433 | S/L | 39.0000 | $568 | $568 |
| 109 E ELLISON | 2007-12-15 | $210,449 | $32,601 | S/L | 39.0000 | $5,396 | $5,396 |
| 112 W ELLISON | 2007-12-15 | $128,348 | $19,883 | S/L | 39.0000 | $3,291 | $3,291 |
| 114 S MAIN | 2007-12-15 | $63,087 | $9,776 | S/L | 39.0000 | $1,618 | $1,618 |
| 100 S DOBSON FLOORING | 2008-07-23 | $25,501 | $9,350 | S/L | 15.0000 | $1,077 | $1,077 |
| 100 S DOBSON IMPROVEMENT | 2008-07-23 | $25,501 | $3,570 | S/L | 39.0000 | $654 | $654 |
| 114 S MAIN AC HEAT SYSTEM | 2009-12-15 | $8,000 | $4,715 | 200DB | 7.0000 | $1,314 | $1,314 |
| 112 W ELLISON AWNINGS | 2010-11-22 | $5,977 | $2,669 | 200DB | 7.0000 | $945 | $945 |
| 100 S DOBSON AC | 2011-10-17 | $1,800 | $914 | 200DB | 7.0000 | $253 | $253 |
| 112 W ELLISON STRUCTURAL IMPROVEMENTS | 2013-02-04 | $43,720 | $1,457 | S/L | 15.0000 | $2,915 | $2,915 |
| 112 W ELLISON SPRINKLER SYTEM | 2013-04-24 | $33,225 | $554 | S/L | 15.0000 | $1,107 | $1,107 |
| BUILDING IMPROVEMENTS 112 W ELLISON | 2014-12-19 | $103,097 | S/L | 15.0000 | $859 | $859 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt | Category Or ItemCategoryOrItemTxt |
|---|---|---|---|---|
| $670,875 | $125,532 | $545,343 | $547,246 | |
| $119,421 | $119,421 | $119,421 | LAND RENTAL PROPERTIES |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COMMERCIAL RENT PROPERTIES | CategoryTxt |
| Legal Fees | $150 | LegalFeesAmt |
| Adjusted Net Income | $150 | AdjustedNetIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LAND BLDG FURNISHINGS B4 | Desc |
| BOY Book Value | $306,468 | BOYBookValueAmt |
| EOY Book Value | $306,930 | EOYBookValueAmt |
| EOYFMV | $306,930 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMERCIAL RENT PROPERTIES | |||
| INSURANCE | $3,201 | $3,201 | |
| REPAIR & MAINTENANCE | $55,898 | $55,898 | |
| UTILITIES | $3,188 | $3,188 | |
| FEES | $150 | $150 | |
| BANK CHARGES | $82 | $82 | |
| EXPENSES | |||
| ADVERTISING | $130 | $130 | |
| INSURANCE | $4,100 | $4,100 | |
| LICENSE, FEES,PERMITS | $5 | $5 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAS ROYALTIES | Desc |
| Revenue And Expenses Per Books | $9,872 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $9,872 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COMMERCIAL RENT PROPERTIES | CategoryTxt |
| Amt | $2,982 | Amt |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE TAXPAYER QUALIFIES FOR THE FIRST-TIME ABATEMENT (FTA) PROGRAM. THEIR CPA CHANGED TAX SOFTWARE PROGRAMS AND BELIEVED THEY PROPERLY FILED THE FIRST EXTENSION BY MAY 15 2015; HOWEVER, UPON TRYING TO LOCATE THE EXTENSION FILED BY THE CPA, THEY WERE UNABLE TO LOCATE THE CONFIRMATION. THERE WAS NO INTENTION NOT TO TIMELY FILE AS WE ARE FILING BEFORE THE AUGUST 15 2015 DATE, WHICH WE BELIEVED WE WERE EXTENDED TO. THE CONTRIBUTIONS HAVE BEEN PAID AND ENCLOSED IS THE PAYMENT FOR THE TAXES. PLEASE ACCEPT OUR APOLOGIES AND ABATE ANY PENALTIES RELATED TO THIS ONE- TIME OVERSIGHT DUE TO THIS REASONABLE CAUSE. THANK YOU. | ExplanationTxt |
Reduction Explanation Statement ReductionExplanationStatement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | REAL ESTATE LACK OF LIQUIDITY AND SALES COSTS. | ShortExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GAS ROYALTIES | CategoryTxt |
| Amt | $842 | Amt |
| Adjusted Net Income | $842 | AdjustedNetIncomeAmt |
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