PATTY AND JAY BAKER FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PATTY AND JAY BAKER FOUNDATION INC (EIN 39-1776268)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201411359349101676
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T12:58:23-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391128206 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GODFREY & KAHN SC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 780 NORTH WATER STREET | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532023590 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391776268 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAT & JAY BAKER FOUNDATION INC | BusinessNameLine1 |
| Business Name Line2 | C/O PETER M SOMMERHAUSER | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAT& | BusinessNameControlTxt |
| Phone | 4142733500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 780 N WATER ST | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER M SOMMERHAUSER | PersonNm |
| Person Title | ASSISTANT SECRETARY | PersonTitleTxt |
| Phone | 4142733500 | PhoneNum |
| Signature | 2014-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY C SMITH | PreparerPersonNm |
| PTIN | P01579152 | PTIN |
| Phone | 4142733500 | PhoneNum |
| 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 | $17,627,821 | 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 | $3,200 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $43 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $43 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $280,063 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $280,063 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,085,626 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,087,024 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,085,626 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,368,932 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,365,732 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $430,861 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,245 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $434,106 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,956,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,956,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,390,906 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,956,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,978,026 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,365,687 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,645,843 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,625,267 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,625,267 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,398 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,554 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,647,241 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,625,267 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,627,821 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,647,241 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,625,267 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,647,241 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,625,267 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,647,241 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,625,267 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,647,241 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,978,026 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,625,267 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,625,267 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $21,087,024 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,398 | CostOrOtherBasisAmt |
| Gain Or Loss | $21,085,626 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $21,085,626 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,085,626 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,780,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,989,605 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.478547 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,987,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,532,853 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.442423 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,369,750 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,486,443 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.673674 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,573,375 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,165,434 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.885381 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,692,276 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,151,212 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.622024 | DistributionYr5Rt |
| Total Distribution | 3.102049 | TotalDistributionRt |
| Average Distribution | 0.620410 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,465,461 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,456,157 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $213,657 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,669,814 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $9,956,800 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $427,314 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $427,314 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $427,314 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $430,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $430,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,686 | OverpaymentAmt |
| Applied To ES Tax | $2,686 | 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 | WI | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | GODFREY KAHN SC | IndividualWithBooksNm |
| Phone | 4142733500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 780 N WATER ST | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JAY H BAKER | ||||||||
| 4101 GULF SHORE BLVD N PH-5 | NAPLES | FL | 34103 | PRESIDENT/TREASURER/DIRECTOR | 0.00 | $0 | $0 | $0 |
| PAT G BAKER | ||||||||
| 4101 GULF SHORE BLVD N PH-5 | NAPLES | FL | 34103 | VICE PRES/SECRETARY/DIRECTOR | 0.00 | $0 | $0 | $0 |
| PETER M SOMMERHAUSER | ||||||||
| 780 N WATER ST | MILWAUKEE | WI | 53202 | ASSISTANT SECRETARY/DIRECTOR | 0.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,873,838 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,872,823 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,746,661 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,746,661 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $281,200 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,465,461 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $923,273 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $923,273 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $427,314 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $427,314 | TotalTaxAmt |
| Distributable Before Adj | $495,959 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $495,959 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $495,959 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,956,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,956,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,956,800 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $495,959 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,309,838 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,497,661 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,369,750 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,311,422 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,282,914 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $23,771,585 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,956,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $495,959 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,460,841 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $33,232,426 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $5,309,838 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,922,588 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,497,661 | ExcessFromYear4Amt |
| Excess From Year3 | $4,369,750 | ExcessFromYear3Amt |
| Excess From Year2 | $5,311,422 | ExcessFromYear2Amt |
| Excess From Year1 | $4,282,914 | ExcessFromYear1Amt |
| Excess From Current Year | $9,460,841 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAY H BAKER | ContributingManagerNm |
| Contributing Manager | PAT G BAKER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ANTI-DEFAMATION LEAGUE | ||||||
| 605 THIRD AVE | NEW YORK | NY | 10158 | PUBLIC CHARITY | CHARITABLE | $25,000 |
| ARTIS-NAPLES (NAPLES PHILHARMONIC CENTER FOR THE ARTS) | ||||||
| 5833 PELICAN BAY BLVD | NAPLES | FL | 34108 | PUBLIC CHARITY | CHARITABLE | $45,000 |
| ARTIS-NAPLES (PATTY & JAY BAKER NAPLES MUSEUM OF ART) | ||||||
| 5833 PELICAN BAY BLVD | NAPLES | FL | 34108 | PUBLIC CHARITY | CHARITABLE | $26,000 |
| CAL RIPKEN SR FOUNDATION | ||||||
| 1427 CLARKVIEW RD | BALTIMORE | MD | 21209 | PUBLIC CHARITY | CHARITABLE | $2,300,000 |
| CARY LEEDS CENTER FOR TENNIS & LEARNING(NY JUNIOR TENNIS LEAGUE & LEARNING) | ||||||
| 58-12 QUEENS BLVD STE 1 | WOODSIDE | NY | 11377 | PUBLIC CHARITY | CHARITABLE | $15,000 |
| CIRCLE IN THE SQUARE THEATRE SCHOOL | ||||||
| 1633 BROADWAY AT 50TH ST | NEW YORK | NY | 10019 | PUBLIC CHARITY | CHARITABLE | $5,000 |
| EDUCATIONAL FOUNDATION OF THE FASHION INSTITUTE OF TECHNOLOGY | ||||||
| 7TH AVE 27TH ST | NEW YORK | NY | 10001 | PUBLIC CHARITY | CHARITABLE | $45,800 |
| GULFSHORE PLAYHOUSE | ||||||
| 755 8TH AVE S | NAPLES | FL | 34102 | PUBLIC CHARITY | CHARITABLE | $100,000 |
| HARLEM RBI | ||||||
| 333 E 100TH ST | NEW YORK | NY | 10029 | PUBLIC CHARITY | CHARITABLE | $250,000 |
| HUMANE SOCIETY OF COLLIER COUNTY | ||||||
| 370 AIRPORT-PULLING RD N | NAPLES | FL | 34104 | PUBLIC CHARITY | CHARITABLE | $1,000,000 |
| MILWAUKEE REPERTORY THEATER | ||||||
| 108 E WELLS ST | MILWAUKEE | WI | 53202 | PUBLIC CHARITY | CHARITABLE | $35,000 |
| MT SINAI SCHOOL OF MEDICINE (CENTER TO ADVANCE PALLIATIVE CARE) | ||||||
| ONE GUSTAVE L LEVY PL BOX 1070 | NEW YORK | NY | 10029 | PUBLIC CHARITY | CHARITABLE | $2,000,000 |
| THE HUNTER COLLEGE FOUNDATION INC | ||||||
| 695 PARK AVE 1313 E | NEW YORK | NY | 10065 | PUBLIC CHARITY | EDUCATIONAL | $900,000 |
| THE NAPLES PLAYERS | ||||||
| 701 5TH AVENUE SOUTH | NAPLES | FL | 34102 | PUBLIC CHARITY | CHARITABLE | $200,000 |
| THE PUBLIC THEATER (NY SHAKESPEARE FESTIVAL) | ||||||
| 425 LAFAYETTE ST | NEW YORK | NY | 10003 | PUBLIC CHARITY | CHARITABLE | $10,000 |
| THE WHARTON SCHOOL OF BUSINESS UNIVERSITY OF PENNSYLVANIA | ||||||
| 3730 WALNUT ST | PHILADELPHIA | PA | 19104 | PUBLIC CHARITY | EDUCATIONAL | $3,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,956,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $280,063 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,085,626 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,365,732 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,365,732 | TotalIncomeProducingActyAmt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 45 SHS KOHL'S CORPORATION | StockNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $2,554 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKERAGE FEES | $45 | $45 | $0 |
| NON-DEDUCTIBLE PORTION OF CONTRIBUTION | $3,200 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2012 990-PF BALANCE DUE | $861 | $0 | $0 |
| 2013 990-PF ESTIMATED TAXES | $430,000 | $0 | $0 |
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