BAKER FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BAKER FAMILY FOUNDATION (EIN 95-4590881)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-07
- IRS object ID
- 201421279349101747
- 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
- Form 990-PF
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-07T18:04:13-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | George H McCrimlisk & Company | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 S Lake Avenue Ste 1410 | AddressLine1 |
| City | Pasadena | City |
| State | CA | State |
| ZIP Code | 91101 | 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 | 954590881 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Baker Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DOUGLAS BAKER | InCareOfNm |
| Business Name Control | BAKE | BusinessNameControlTxt |
| Phone | 5624393355 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6082 Lido Lane | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Long Beach | City |
| State | CA | State |
| ZIP Code | 90803 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS W BAKER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5624393355 | PhoneNum |
| Signature | 2014-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Chiayu K Lin | PreparerPersonNm |
| Phone | 6267440323 | 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 | $3,523,308 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,181 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,181 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $74,368 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,675 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $174,373 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,473,947 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $174,373 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $511 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $511 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $260,433 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $259,740 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,518 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,768 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,929 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,889 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,242 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,212 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $32,689 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,869 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $161,477 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $161,477 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $194,166 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,869 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $161,477 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $66,267 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $228,871 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $81,947 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $119,980 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $119,980 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $2,883,321 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,909,443 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,357,745 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $38,321 | OtherAssetsBOYAmt |
| Other Assets EOY | $40,468 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $45,583 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,003,589 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,069,891 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,523,308 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,003,589 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,069,891 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,003,589 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,069,891 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,003,589 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,069,891 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,003,589 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $66,267 | ExcessRevenueOverExpensesAmt |
| Other Increases | $35 | OtherIncreasesAmt |
| Subtotal | $3,069,891 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,069,891 | 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 | AcquiredAcquiredDt | SoldSoldDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH #2024 | $914,949 | $884,603 | $30,380 | $30,346 | |||
| MERRILL LYNCH #2024 | $239,690 | $221,802 | $18,135 | $17,888 | |||
| MERRILL LYNCH #2024 | $1,188,923 | $1,096,045 | $95,414 | $92,878 | |||
| MERRILL LYNCH #2007 | $109,846 | $99,941 | $9,905 | $9,905 | 2010-10-05 | 2013-02-07 | |
| CAPITAL GAIN DIVIDENDS | $19,805 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $174,373 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $153,464 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,157,712 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.0486 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $138,507 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,126,227 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044305 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $133,167 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,984,689 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044617 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $154,367 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,679,710 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057606 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $201,859 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,262,993 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061863 | DistributionYr5Rt |
| Total Distribution | 0.256991 | TotalDistributionRt |
| Average Distribution | 0.051398 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,362,599 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $172,831 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,289 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $175,120 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $161,477 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,577 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,577 | SubtotalAmt |
| Tax Based On Investment Income | $4,577 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $23 | OverpaymentAmt |
| Applied To ES Tax | $23 | 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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOUGLAS BAKER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5624393355 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6082 LIDO LANE | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 90803 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DOUGLAS W BAKER | ||||||||
| 6082 Lido Lane | Long Beach | CA | 90803 | PRESIDENT, DIRECTOR | 0 | $0 | $0 | $0 |
| CAROL JEAN BAKER | ||||||||
| 6082 Lido Lane | Long Beach | CA | 90803 | VICE-PRESIDENT, DIRECTOR | 0 | $0 | $0 | $0 |
| CARRIE LYNN BAKER | ||||||||
| 6082 Lido Lane | Long Beach | CA | 90803 | TREASURER, DIRECTOR | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,242,740 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $125,483 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $45,583 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,413,806 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,413,806 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,207 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,362,599 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $168,130 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $168,130 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,577 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,577 | TotalTaxAmt |
| Distributable Before Adj | $163,553 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $163,553 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $163,553 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $161,477 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $161,477 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $161,477 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $163,553 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $153,220 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $161,477 | QualifyingDistributionsAmt |
| Applied To Year1 | $153,220 | AppliedToYear1Amt |
| Applied To Current Year | $8,257 | 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 |
| Undistributed Income CY | $155,296 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LONG BEACH MEMORIAL HOSPITAL | |||||||
| 2801 ATLANTIC AVENUE | LONG BEACH | CA | 90806 | NONE | PC | TO PROMOTE CANCER RESEARCH AND SUPPORT FACILITY | $50,700 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | TO PROMOTE RESEARCH AND UNDERSTANDING OF MS | $5,000 |
| COMMUNITY HOSPITAL OF LONG BEACH | |||||||
| 1720 TERMINO AVE | LONG BEACH | CA | 90804 | NONE | PC | TO PROVIDE MEDICAL CARE | $25,777 |
| THE NEW YORK BOTANICAL GARDEN | |||||||
| 2900 Southern Blvd | Bronx | NY | 10458 | NONE | PC | TO HELP MAINTAIN 250-ACRE LANDMARK URBAN OASIS, PRESERVE GREEN OPEN SPACES, AND OFFER EDUCATION AND RESEARCH PROGRAMS THAT HAVE FAR-REACHING EFFECTS ON OUR GLOBAL COMMUNITY | $5,000 |
| THE BRAIN FOUNDATION | |||||||
| PO BOX 819 | HOLMDEL | NJ | 07733 | NONE | PC | TO FUND MEDICAL RESEARCH | $60,000 |
| RANCHO SANTA FE FOUNDATION | |||||||
| PO BOX 811 | RANCHO SANTA FE | CA | 92067 | NONE | PC | TO PROMOTE PHILANTHROPY BY ASSISTING DONORS TO BUILD ASSETS FOR THEIR CHOSEN CHARITIES | $10,000 |
| BOYS & GIRLS CLUB OF LONG BEACH | |||||||
| 3635 LONG BEACH BLVD | LONG BEACH | CA | 90807 | NONE | PC | TO PROVIDE A POSITIVE, SAFE, AND NURTURING ENVIRONMENT WHERE YOUTH ARE ENCOURAGED TO BECOME RESPONSIBLE MEMBERS OF THE COMMUNITY | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $161,477 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,181 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74,368 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $511 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $174,373 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $260,433 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $260,433 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH #2024 | $2,909,443 | $3,357,745 |
| MERRILL LYNCH #2007 | $0 | $0 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BAYSIDE ASSET MANAGEMENT LLLP | Desc |
| BOY Book Value | $38,321 | BOYBookValueAmt |
| EOY Book Value | $40,468 | EOYBookValueAmt |
| EOYFMV | $45,583 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BAYSIDE ASSET MGMT LLLP | Desc |
| Revenue And Expenses Per Books | $511 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $511 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TIMING DIFFERENCE | Description |
| Amount | $35 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER SERVICE FEES | CategoryTxt |
| Amt | $21,929 | Amt |
| Net Investment Income | $21,889 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $880 | $880 |
| TAXES AND LICENSES | $6,362 | $6,332 |
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