WILLIAM G BAKER JR MEMORIAL FUND: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM G BAKER JR MEMORIAL FUND (EIN 52-6057178)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-07
- IRS object ID
- 201411279349100721
- Schema version
- 2013v3.0
- 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
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-07T10:31:08-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526057178 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM G BAKER JR MEMORIAL FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 4127623792 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PNC BANK 620 LIBERTY AVENUE NO | AddressLine1 |
| Address Line2 | 10THFL | AddressLine2 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN W ALRUTZ | PersonNm |
| Person Title | ASSISTANT VICE PRESIDENT | PersonTitleTxt |
| Phone | 4127623792 | PhoneNum |
| Signature | 2014-05-07 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,062,752 | 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 | $364 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $364 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $498,433 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $498,443 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,363,510 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,580,308 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,398,779 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $37,113 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,725 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,899,420 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,902,311 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $87,470 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $78,723 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,747 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $28,327 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $28,327 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,317 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $502 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,851 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $101 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $155,965 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $79,326 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,824 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,020,612 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,020,612 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,176,577 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $79,326 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,064,436 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $722,843 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,822,985 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $656,213 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $168,281 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $168,281 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $18,744,755 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,024,072 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,880,216 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $77,728 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,186 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $14,255 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,478,696 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,201,539 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,062,752 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $19,441,920 | CapitalStockBOYAmt |
| Capital Stock EOY | $20,179,647 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $36,776 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,892 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,478,696 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,201,539 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,478,696 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,201,539 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,478,696 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $722,843 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $20,201,539 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,201,539 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SALES OF PUBLICLY TRADED SECURITIES | $14,453,641 | $13,211,047 | $1,242,594 | $1,242,594 | |
| CLASS ACTION SETTLEMENT PROCEEDS | $29,484 | $50 | $29,434 | $29,434 | P |
| LINN ENERGY, LLC PARTNERSHIP SECTION 1231 GAIN | $42 | $42 | $42 | P | |
| PLAINS ALL AMERICAN PIPELINE, SECTION 1231 GAIN | $42 | $42 | $42 | P | |
| CAPITAL GAINS DIVIDENDS | $126,667 | $126,667 | $126,667 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,398,779 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,076,248 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,699,302 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049598 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,017,614 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,714,365 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046864 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $947,958 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $20,412,539 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046440 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,077,980 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,791,666 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057365 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,074,808 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,198,338 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044417 | DistributionYr5Rt |
| Total Distribution | 0.244684 | TotalDistributionRt |
| Average Distribution | 0.048937 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $23,285,459 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,139,521 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,230 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,157,751 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,064,436 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,460 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $36,460 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $36,460 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,744 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $36,744 | TotalPaymentsAndCreditsAmt |
| Overpayment | $284 | OverpaymentAmt |
| Applied To ES Tax | $284 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BCF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127623792 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE 10TH FLOOR | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152222705 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PNC BANK NA | ||||||||
| 620 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | CO-TRUSTEE | 15.00 | $87,470 | $0 | $0 |
| CONSTANCE IMBODEN | ||||||||
| 2005 RUXTON ROAD | TOWSON | MD | 21204 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $23,640,095 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | -$35 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,640,060 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,640,060 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $354,601 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,285,459 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,164,273 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,164,273 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,460 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,460 | TotalTaxAmt |
| Distributable Before Adj | $1,127,813 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,127,813 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,127,813 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,064,436 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,064,436 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,064,436 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,127,813 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,021,026 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,064,436 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,021,026 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,410 | 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 |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,084,403 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MELISSA WARLOW | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 EAST READ STREET | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4103324172 | RecipientPhoneNum |
| Form And Info And Materials | SEE GUIDELINES ON WWW.BCF.ORG - SEARCH FOR BAKER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE GUIDELINES ON WWW.BCF.ORG - SEARCH FOR BAKER | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE GIVEN TO ART AND CULTURAL RELATED ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTS EVERY DAY INC | |||||||
| 1800 N CHARLES ST SUITE 810 | BALTIMORE | MD | 21201 | NONE | PC | PROFESSIONAL DEVELOPMENT PROGRAMS | $10,000 |
| BACH CONCERT SERIES INC | |||||||
| 701 SOUTH CHARLES ST | BALTIMORE | MD | 21230 | NONE | PC | HIRE PART TIME EXECUTIVE DIRECTOR | $12,500 |
| BALTIMORE CHAMBER ORCHESTRA INC | |||||||
| 11 WEST MOUNT VERNON PLACE | BALTIMORE | MD | 21201 | NONE | PC | UPDATE WEBSITE | $5,000 |
| BALTIMORE CHORAL ARTS SOCIETY | |||||||
| 1316 PARK AVE | BALTIMORE | MD | 21217 | NONE | PC | IMPLEMENT A LEGACY CIRCLE PLANNED GIVING PROGRAM | $13,500 |
| BALTIMORE CLAYWORKS INC | |||||||
| 5707 SMITH AVENUE | BALTIMORE | MD | 21209 | NONE | PC | CORE OPERATIONS AND RESERVE FUND | $40,000 |
| BALTIMORE COMMUNITY FOUNDATION INC | |||||||
| 2 EAST READ STREET | BALTIMORE | MD | 21202 | NONE | PC | WILLIAM G BAKER, JR. MEMORIAL GRANTS FUND | $40,000 |
| BALTIMORE COMMUNITY FOUNDATION INC | |||||||
| 2 EAST READ STREET | BALTIMORE | MD | 21202 | NONE | PC | BAKER ARTISTS AWARDS FUND | $229,840 |
| BALTIMORE COMMUNITY FOUNDATION INC | |||||||
| 2 EAST READ STREET | BALTIMORE | MD | 21202 | NONE | PC | BAKER GRANTS FD DESIGNATED FOR SINCLE CAROT THEATE CAP RESP CONDITIONAL GRANT | $8,500 |
| BALTIMORE COMMUNITY FOUNDATION INC | |||||||
| 2 EAST READ STREET | BALTIMORE | MI | 21202 | NONE | PC | SUPPORT THE ARTS IN BALTIMORE | $182,739 |
| BALTIMORE CONCERT OPERA INC | |||||||
| 11 WEST MOUNT VERNON PLACE | BALTIMORE | MD | 21201 | NONE | PC | DEVELOPMENT AND CONSULTING FEES AND ONLINE SUBSCRIPTIONS | $11,483 |
| BALTIMORE JAZZ ALLIANCE INC | |||||||
| 847 N HOWARD ST | BALTIMORE | MD | 21201 | NONE | PC | FY13 BALTIMORE JAZZ COMPOSERS SHOWCASE | $1,500 |
| BALTIMORE SYMPHONY ORCHESTRA | |||||||
| 1212 CATHEDRAL ST | BALTIMORE | MD | 21201 | NONE | PC | FY13 CORE OPERATIONS | $50,000 |
| CENTER STAGE ASSOCIATES INC | |||||||
| 700 NORTH CALVERT STREET | BALTIMORE | MD | 21202 | NONE | PC | FY13 CORE OPERATIONS | $40,000 |
| CHESAPEAKE SHAKESPEARE COMPANY | |||||||
| 8510 HIGH RIDGE RD | ELLICOTT CITY | MD | 21043 | NONE | PC | WORKING CAPITAL RESERVE FUND | $10,000 |
| CLANCY WORKS INC | |||||||
| P O BOX 3111 | SILVER SPRINGS | MD | 20918 | NONE | PC | SUPPORT 2013 DETI PROGRAMS | $3,000 |
| CONTEMPORARY ARTS INC | |||||||
| 7221 CROYTON AVENUE | BALTIMORE | MD | 21207 | NONE | PC | 2013 BALTIMORE SAX MUSIC AND DANCE CAMP AND 4 CONCERTS | $8,000 |
| CREATIVE CITY PUBLIC CHARTER SCHOOL | |||||||
| 35316 PLYMOUTH RD | BALTIMORE | MD | 21214 | NONE | PC | SUPPORT AN ARTS INTEGRATION SPECIALSIT POSITION | $10,000 |
| CULTURAL DATA PROJECT | |||||||
| 400 MARKET STREET | PHILADELPHIA | PA | 19106 | NONE | PC | SUPPORT MARYLAND CULTURAL DATA PROJECT | $10,000 |
| CYLBURN ARBORETUM ASSOCIATES INC | |||||||
| 4915 GREENSPRING AVENUE | BALTIMORE | MD | 21209 | NONE | PC | CYLBURN SOUNDS | $8,000 |
| DEEP VISION DANCE COMPANY INC | |||||||
| 3400 WINTER MOSS COURT | ABINGDON | MD | 21009 | NONE | PC | SUPPORT AKIMBO DANCE FESTIVAL 2013 | $8,000 |
| EMP COLLECTIVE INC | |||||||
| 2108 SAINT PAUL STREET | BALTIMORE | MD | 21218 | NONE | PC | SUPPORT CANS N' DRAFTS WRITING WORKSHOP AND PRODUCTION OF CONDO CONDO CONDOLAND | $1,500 |
| FELLS POINT CREATIVE | |||||||
| 3134 EASTERN AVE | BALTIMORE | MD | 21224 | NONE | PC | CY 2013 OPERATING BUDGET | $35,000 |
| FRACTURED ATLAS PRODUCTIONS | |||||||
| 248 W 38TH ST | NEW YORK | NY | 10001 | NONE | PC | MOBTOWN MOON CONCERT | $5,000 |
| GREATER BALTIMORE CULTURAL ALLIANCE | |||||||
| 1800 N CHARLES ST SUITE 810 | BALTIMORE | MD | 21201 | NONE | PC | CONSULTING FEES TO CREATE A SUSTAINABILITY PLAN | $11,500 |
| GREATER BALTIMORE CULTURAL ALLIANCE | |||||||
| 1800 N CHARLES ST SUITE 810 | BALTIMORE | MD | 21201 | NONE | PC | CY13 OPERATING SUPPORT | $30,000 |
| GREATER BALTIMORE CULTURAL ALLIANCE | |||||||
| 1800 N CHARLES ST | BALTIMORE | MD | 21201 | NONE | PC | SUPPORT ARTISTS U/BALTIMORE | $10,000 |
| HIGH ZERO FOUNDATION INC | |||||||
| 3618 FALLS ROAD - 3RD FL | BALTIMORE | MD | 21211 | NONE | PC | 2013 FESTIVAL | $4,000 |
| JEWISH HISTORICAL SOCIETY OF MARYLAND INC | |||||||
| 15 LLOYD STREET | BALTIMORE | MD | 21202 | NONE | PC | PRODUCE A DONOR VIDEO AND COLLATERAL FUNDRAISING MATERIAL | $14,050 |
| LYRIC FOUNDATION | |||||||
| 110 W MOUNT ROYAL AVENUE | BALTIMORE | MD | 21201 | NONE | PC | TECHNOLOGY UPGADES | $10,000 |
| MARYLAND ART PLACE INC | |||||||
| 8 MARKET PLACE | BALTIMORE | MD | 21202 | NONE | PC | TECHNOLOGY AND DATABASE UPGRADES | $10,000 |
| MARYLAND CITZENS FOR THE ARTS | |||||||
| 3600 CLIPPER MILL ROAD | BALTIMORE | MD | 21211 | NONE | PC | FY14 GENRAL OPERATING BUDGET | $20,000 |
| MARYLAND COMMITTEE FOR THE HUMANITIES INC | |||||||
| 108 WEST CENTRE STREET | BALTIMORE | MD | 21201 | NONE | PC | UNDERWRITE THE DEVELOPMENT OF A 5 YEAR STRATEGIC PLAN | $10,000 |
| SCHRIVER HALL CONCERT SERIES | |||||||
| 3400 NORTH CHARLES ST | BALTIMORE | MD | 21218 | NONE | PC | SUPPORT SALARIES OF MARKETING AND COMMUNITY ENGAGEMENT MANAGERS | $15,000 |
| SINGLE CARROT THEATRE | |||||||
| 120 W NORTH AVENUE | BALTIMORE | MD | 21201 | NONE | PC | SUPPORT THE DEVELOPMENT AND MARKETING DIRECTORS POSITONS | $20,000 |
| SOCIETY FOR THE PRESERVATION OF MARYLAND ANTIQUITIES | |||||||
| 24 W SARATOGA ST | BALTIMORE | MD | 21201 | NONE | PC | CONDUCT A STRATEGIC PLANNING PROCESS | $20,000 |
| THE COLLECTIVE DANCE INC | |||||||
| 907 FAIRWAY DRIVE | BALTIMORE | MD | 21286 | NONE | PC | SUPPORT A DANCE SHOWCASE | $1,500 |
| THE EVERYMAN THEATE INCORPORATED | |||||||
| 315 WEST FAYETTE STREET | BALTIMORE | MD | 21202 | NONE | PC | FY14 OPERATING EXPENSES | $30,000 |
| THE HANDEL CHOIR OF BALTIMORE INC | |||||||
| 3600 CLIPPER MILL ROAD | BALTIMORE | MD | 21211 | NONE | PC | TECHNOLOGY UPGRADES | $6,000 |
| THE PRODUCERS CLUB OF MARYLAND | |||||||
| 107 E READ ST | BALTIMORE | MD | 21202 | NONE | PC | MD FILM FESTIVAL OPENING NIGHT SHORTS | $30,000 |
| WIDE ANGLE COMMUNITY MEDIA | |||||||
| 2601 N HOWARD ST | BALTIMORE | MD | 21218 | NONE | PC | LAUNCH OF WIDE ANGLE PRODUCTIONS | $10,000 |
| YOUNG AUDIENCES OF MARYLAND | |||||||
| 2601 N HOWARD ST | BALTIMORE | MD | 21218 | NONE | PC | WORKING CAPITAL RESERVE FUND | $10,000 |
| YOUNG AUDIENCES OF MARYLAND | |||||||
| 2601 N HOWARD ST | BALTIMORE | MD | 21218 | NONE | PC | CONSULTING FEES FOR THE EARLY LEARNING INITIATIVE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,020,612 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT REFUND | Desc |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $364 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $498,433 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,448 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,363,510 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CLASS ACTION PROCEEDS | 14 | $29,434 |
| REFUND OF FOREIGN TAXES PAID | 14 | $31 |
| REFUND OF FEDERAL EXCISE TAX | 14 | $4,200 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,899,420 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,899,420 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | REFUND OF UNUSED GRANTS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NA | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COMMON STOCK | AT COST | $5,948,512 | $8,075,239 |
| CORPORATE BONDS | AT COST | $1,980,568 | $1,962,284 |
| MUTUAL FUNDS - EQUITY | AT COST | $7,306,621 | $10,141,123 |
| US GOVERNMENT BONDS AND NOTES | AT COST | $3,028,446 | $2,985,311 |
| US GOVERNMENT AGENCIES | AT COST | $0 | $0 |
| MBS, CMO, ASSET BACKED | AT COST | $179,583 | $183,067 |
| MUTUAL FUNDS - FIXED | AT COST | $1,580,342 | $1,533,192 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEE | CategoryTxt |
| Legal Fees | $28,327 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,327 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED PARTNERSHIPS | Desc |
| BOY Book Value | $77,728 | BOYBookValueAmt |
| EOY Book Value | $9,186 | EOYBookValueAmt |
| EOYFMV | $14,255 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PROCESSING FEE | $101 | $101 | $0 |
| GRANTMAKERS IN THE ARTS MEMBERSHIP DUES | $1,000 | $0 | $1,000 |
| THE ASSOCIATION OF BALTIMORE AREA GRANTMAKERS | $5,750 | $0 | $5,750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP DISTRIBUTIONS | $3,448 | $0 | $3,448 |
| ORDINARY BUSINESS INCOME FROM LINN ENERGY PARTNERSHIP K-1 | $1,385 | ||
| ORDINARY BUSINESS INCOME FROM PLANES ALL AMERICAN PIPELINE PARTNERSHIP K-1 | $3,340 | ||
| CLASS ACTION PROCEEDS | $29,434 | $29,434 | |
| REFUND OF FOREIGN TAXES PAID | $31 | $31 | |
| REFUND OF FEDERAL EXCISE TAX | $4,200 | $4,200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $502 | $502 | $0 |
| ESTIMATED FEDERAL EXCISE TAXES PAID | $32,815 | $0 | $0 |
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