EDWIN AND DOROTHY BAKER FOUNDATION: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- EDWIN AND DOROTHY BAKER FOUNDATION (EIN 33-0851176)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-06-20
- IRS object ID
- 201411719349200716
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-06-20T12:08:38-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953851755 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Heather R Chambers CPA Inc | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1230 E Wardlow Rd | AddressLine1 |
| City | Long Beach | City |
| State | CA | State |
| ZIP Code | 90807 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330851176 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Edwin & Dorothy Baker Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1230 E Wardlow Road | AddressLine1 |
| City | Long Beach | City |
| State | CA | State |
| ZIP Code | 90807 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Patricia Kalayjian | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5622342851 | PhoneNum |
| Signature | 2014-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Heather R Chambers | PreparerPersonNm |
| PTIN | P00176711 | PTIN |
| Phone | 5624244301 | PhoneNum |
| Preparation | 2014-06-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $129,202 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $84,582 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $8,421 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $25,526 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $19,941 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $5,585 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $10,673 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $3,714 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $6,959 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $105,547 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $4,750 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $18,590 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $22,682 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $1,380 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $122 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $29,799 | OtherExpensesTotalAmt |
| Total Expenses | $77,323 | TotalExpensesAmt |
| Excess Or Deficit For Year | $28,224 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $232,131 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $260,355 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,131 | BOYAmt |
| EOY | $260,355 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,131 | BOYAmt |
| EOY | $260,355 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,131 | BOYAmt |
| EOY | $260,355 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Downtown Long Beach childrens programs | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| Operated a 6-week Summer Day Camp to benefit children and youth while also offering opportunities for youth to assist and learn in a work environment See also 03 on Schedule O | $2,925 | $40,148 |
| Provided After School Program BESAFE and Summer Night Lights programs for underprivileged children This program works with the city to keep parks open | $20,778 | |
| Leaders Long Beach program encourages young people to participate in community endeavors and become responsible citizens | $6,554 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $67,480 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| William I Baker | ||||
| Director | 1.00 | $0 | $0 | $0 |
| Nancy A Valencia | ||||
| Executive Director | 3.00 | $0 | $0 | $0 |
| Patricia Kalayjian | ||||
| President | 1.00 | $0 | $0 | $0 |
| Robert Stapp | ||||
| Vice-President | 1.00 | $0 | $0 | $0 |
| Heather R Chambers | ||||
| Treasurer | 1.00 | $0 | $0 | $0 |
| Cara Varnell | ||||
| Director | 1.00 | $0 | $0 | $0 |
| Norma Chinchilla | ||||
| Director | 1.00 | $0 | $0 | $0 |
| Kris Zentgraf | ||||
| Director | 1.00 | $0 | $0 | $0 |
| Lisa Bode Heard | ||||
| Director | 1.00 | $0 | $0 | $0 |
| Marisol Barajas | ||||
| Director | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | Yes (true) | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Heather R Chambers | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1230 E Wardlow Road | AddressLine1 |
| City | Long Beach | City |
| State | CA | State |
| ZIP Code | 90807 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5624244301 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,280 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,890 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,585 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,900 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,582 | CurrentTaxYearAmt |
| Total | $111,237 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,280 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,890 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,585 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,900 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,582 | CurrentTaxYearAmt |
| Total | $111,237 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year | $43,000 | CurrentTaxYearAmt |
| Total | $53,000 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year | $43,000 | CurrentTaxYearAmt |
| Total | $53,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $58,237 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,316 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,832 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,454 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,932 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,421 | CurrentTaxYearAmt |
| Total | $32,955 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,316 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,832 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,454 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,932 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,421 | CurrentTaxYearAmt |
| Total | $32,955 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,596 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,722 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,039 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,832 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,003 | CurrentTaxYearAmt |
| Total | $144,192 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.40390 | PublicSupportCY509Pct |
| Public Support PY509 | 0.40240 | PublicSupportPY509Pct |
| Investment Income CY | 0.22850 | InvestmentIncomeCYPct |
| Investment Income PY | 0.16420 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Amended return infomation | Amending to correct Schedule A Support Schedule for organizations described in Section 509(a)(2). For 2009, original showed no amounts from disqualified persons, but there was a $10,000 contribution received from Mary Ellen Kilsby, 241 Cedar Ave, Long Beach, CA 90802.For 2011, original included an Unusual Grant from the estate of the founder in the amount of $100,000.For 2013, original showed no amounts from disqualified persons, but there were three grants received totaling $43,000, which are detailed here: Crail Johnson Foundation, 222 W 6th St, Ste 1010, San Pedro, CA 90731 $10,000 Freeman Fairfield Foundation, PO Box 7798, Long Beach, CA 90807 $13,000 California Endowment, 1000 N Alameda St, Los Angeles, CA 90012 $20,000Line 15 originally showed 86.50% |
| List of grants and similar amounts paid Part I line 10 | Activity Total grants given Grantee Various Individuals & Programs Relationship None Amount 4,750 |
| Description of other expenses Part I line 16 | Description AmountPayroll Tax Expense 1,952Travel Expense 524Conferences & meetings 341Insurance 2,347Program Food, Supplies & Activities 24,635 |
| Other program services Part III line 31 | Extended description of programs offered:In 2013, Downtown Associated youth Services (DAYS) became a program of the Edwin and Dorothy Baker Foundation. The Foundation's clear focus and dedication to issues that affect children and youth has made it the right choice for implementing DAYS. The Baker Foundation's board of directors has the leadership needed to guide the DAYS program and ensure it has the resources it needs to grow, serve more youth and provide innovative and well-rounded services. DAYS provides free educational and recreational activities for socially and economically underserved children and youth in Long Beach. Our flagship program is the DAYS Summer Day Camp. Each summer hundreds of children and youth attend our unique free drop-in six-week summer day camp. Due to enormous needs and to better serve our children and youth, DAYS has gone through an immense expansion since its early days of summer day camp. Our work includes but is not limited to:1) Mentoring and Educational Services--working in partnership with The Center of Community Engagement at CSULB, and Communities with Power for Change (CPC), DAYS is celebrating its third year of securing three AmeriCorps Members for 11 months to mentor over 60 of our middle school age youth. Members meet weekly with each mentee, focusing on academics, developing leadership skills, building healthy relationships, which creates opportunities to participate in a series of community service projects. 2) College Bound workshops are targeted to middle and high school students that experience barriers to a higher education, and who are often from undocumented, very-low income families. Attendees receive assistance in writing personal narratives, and completing college and financial aid applications. Parents are also involved through workshops and family classes, and are provided English-as-a-second-language resources.3) Summer Day Camp is offered free of charge to 200 children and youth ages 7-17 that are from socioeconomically disadvantaged families. The Camp has a child-to-adult ratio that is lower than most classrooms, allowing for more individual attention, and the program pursues topic areas that align with the LBUSD curriculum. DAYS provides transportation and field trips. 4) Be S.A.F.E. (Summer Activities in a Friendly Environment) provides safe recreational opportunities for youth during summer evenings. Services are typically offered two nights each week (Mon-Wed 6-9pm) for eight weeks, and participants are low-income, at-risk middle and high school aged youth. The program is implemented at Drake Park, under the direction of DAYS staff, with mentoring, leadership development and educational activities. 5) Leaders Long Beach (LLB) is a new program that has been spearheaded by alumni of the Summer Day Camp program, ages 15-24, who have begun volunteering their time to mobilize their peers to address community issues and support DAYS programming. LLB has been working with DAYS staff to pilot an innovative curriculum for elementary and middle school aged camp participants; striving to make the topics of history, math, science and literature more accessible and relevant for youth--while still aligned with the teachings of LBUSD. LLB's inventive plans for delivering lessons are expectedd to make the kids more school-ready, engaged and motivated to learn. LLB is also working on a peer-to-peer youth training program to teach life skills that will improve personal and professional outcomes. 6) To ensure that we provide quality programs, we continue to collaborate with community agencies such as The State of Art Project (TSOAP), Fitness for All, Women Shelter of Long Beach, Chavez Group, Long Beach Immigrant Rights Coalition, Community Partners for Change, Building Healthy Communities (BHC) Initiative of Long Beach, Downtown Church Network, Human Trafficking Tax Force, and Alternatives to Living in a Violent Environment (ALIVE) to expose our children and youth to the wider community. |
| Activity not previously reported to the IRS Part V line 33 | Prior to this year, we provided only partial funding for the programs that are now operating in our name. Programs for children have always been our focus, but now we have a more hands-on responsibility. Downtown Associated Youth Services (DAYS) provides academic enrichment opportunities and safe, out-of-school activities to children and youth in Long Beach. |
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