PATTY AND JAY BAKER FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PATTY AND JAY BAKER FOUNDATION INC (EIN 39-1776268)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-03-22
- IRS object ID
- 201300819349100115
- Schema version
- 2012v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-22T16:52:35-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391128206 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GODFREY & KAHN SC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391776268 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | PAT& | NameControl |
| Phone | 4142733500 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER M SOMMERHAUSER | Name |
| Title | ASSISTANT SECRETARY | Title |
| Phone | 4142733500 | Phone |
| Date Signed | 2013-03-18 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TIMOTHY C SMITH | Name |
| PTIN | P01579152 | PTIN |
| Phone | 4142733500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 23839777 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 19042000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 23842 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 23842 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 64057 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 64057 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 6812 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 6000000 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 6812 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 19136711 | TotalRevenueAndExpenses |
| Total Net Investment Income | 94711 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 9500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 9500 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1000 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 10500 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 9500 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 4771000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 4771000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 4781500 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 4780500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 14355211 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 94711 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 5325785 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 6645843 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 6645843 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable BOY | 9375 | AccountsReceivableBOY |
| Investments Govt Oblig BOY | 5997472 | InvestmentsGovtObligBOY |
| Investments Corp Stock BOY | 0 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1398 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 17193934 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 11332632 | TotalAssetsBOY |
| Total Assets EOY | 6647241 | TotalAssetsEOY |
| Total Assets EOYFMV | 23839777 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 11332632 | RetainedEarningsBOY |
| Retained Earnings EOY | 6647241 | RetainedEarningsEOY |
| Total Net Assets BOY | 11332632 | TotalNetAssetsBOY |
| Total Net Assets EOY | 6647241 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 11332632 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6647241 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 11332632 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 14355211 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 25687843 | Subtotal |
| Other Decreases | 19040602 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 6647241 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| US TREASURY NOTE, 0.625%, DUE 6/30/12 | P | 2010-12-06 | 2012-07-02 | 3000000 | 3000000 | 0 | 0 |
| US TREASURY NOTE, 0.625%, DUE 12/31/12 | P | 2010-12-27 | 2012-12-31 | 3000000 | 2993188 | 6812 | 6812 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 6812 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 5987250 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 13532853 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.442423 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 4369750 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 6486443 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.673674 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 4573375 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5165434 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.885381 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 5692276 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 9151212 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.622024 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 4894500 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 16116513 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.303695 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.927197 | TotalDistributionRatio |
| Average Distribution Ratio | 0.585439 | AverageDistributionRatio |
| Net Noncharitable Assets | 9989605 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 5848304 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 947 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 5849251 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 4780500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1894 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1894 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1894 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1033 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1033 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Tax Due | 861 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | WI | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | GODFREY KAHN SC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4142733500 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2179013 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 7962718 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 10141731 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 10141731 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 152126 | CashDeemedCharitable |
| Net Noncharitable Assets | 9989605 | NetNoncharitableAssets |
| Minimum Investment Return | 499480 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 499480 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1894 | TaxBasedOnInvestmentIncome |
| Total Tax | 1894 | TotalTax |
| Distributable Amount Before Adj | 497586 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 497586 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 497586 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 4780500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 4780500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 4780500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 497586 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 4225184 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 5309838 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 4497661 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 4369750 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 5311422 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 23713855 | TotalExcessDistriCarryover |
| Qualifying Distributions | 4780500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 497586 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 4282914 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 27996769 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 4225184 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 23771585 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 5309838 | ExcessFromYear4 |
| Excess From Year3 | 4497661 | ExcessFromYear3 |
| Excess From Year2 | 4369750 | ExcessFromYear2 |
| Excess From Year1 | 5311422 | ExcessFromYear1 |
| Excess From Current Year | 4282914 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAY H BAKER | ContributingManager |
| Contributing Manager | PAT G BAKER | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| CAL RIPKEN SR FOUNDATION | ||||||
| 1427 CLARKVIEW RD | BALTIMORE | MD | 21209 | PUBLIC CHARITY | CHARITABLE | $300,000 |
| CHABAD JEWISH CENTER OF COLLIER COUNTY NAPLES & MARCO ISLAND | ||||||
| 701 PARK SHORE DR | NAPLES | FL | 34103 | PUBLIC CHARITY | CHARITABLE | $50,000 |
| EDUCATIONAL FOUNDATION FOR THE FASHION INDUSTRIES | ||||||
| 7TH AVE 27TH ST | NEW YORK | NY | 10001 | PUBLIC CHARITY | CHARITABLE | $25,000 |
| EDUCATIONAL FOUNDATION OF THE FASHION INSTITUTE OF TECHNOLOGY | ||||||
| 7TH AVE 27TH ST | NEW YORK | NY | 10001 | PUBLIC CHARITY | CHARITABLE | $100,000 |
| FRIENDS OF YOGI INC | ||||||
| 8 YOGI BERRA DR | LITTLE FALLS | NJ | 07424 | PUBLIC CHARITY | CHARITABLE | $87,000 |
| MT SINAI SCHOOL OF MEDICINE (CENTER TO ADVANCE PALLIATIVE CARE) | ||||||
| ONE GUSTAVE L LEVY PL BOX 1070 | NEW YORK | NY | 10029 | PUBLIC CHARITY | CHARITABLE | $600,000 |
| NAPLES TOWN HALL DISTINGUISHED SPEAKERS SERIES | ||||||
| 1100 FIFTH AVE SOUTH STE 401 | NAPLES | FL | 34102 | PUBLIC CHARITY | CHARITABLE | $50,000 |
| NATIONAL SEPTEMBER 11 MEMORIAL & MUSEUM AT THE WORLD TRADE CENTER FDN INC | ||||||
| 1 LIBERTY PLAZA 20TH FLR | NEW YORK | NY | 10006 | PUBLIC CHARITY | CHARITABLE | $100,000 |
| NIFF INC | ||||||
| 2338 IMMOKALEE RD STE 110 | NAPLES | FL | 34110 | PUBLIC CHARITY | CHARITABLE | $100,000 |
| PARALYZED VETERANS OF AMERICA | ||||||
| 801 18TH ST NW | WASHINGTON | DC | 20006 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| PROGERIA RESEARCH FOUNDATION | ||||||
| PO BOX 3453 | PEABODY | MA | 01961 | PUBLIC CHARITY | CHARITABLE | $25,000 |
| ROCK AND ROLL HALL OF FAME | ||||||
| 1100 ROCK AND ROLL BLVD | CLEVELAND | OH | 44114 | PUBLIC CHARITY | CHARITABLE | $200,000 |
| SMILE TRAIN | ||||||
| 41 MADISON AVE 28TH FLR | NEW YORK | NY | 10010 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | ||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | PUBLIC CHARITY | CHARITABLE | $132,000 |
| 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) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 4771000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $23,842 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $64,057 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $6,812 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $94,711 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 94711 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|
| 1 | JAY H BAKER LIVING TRUST | 4101 GULF SHORE BLVD N PH-5 | NAPLES | FL | 34103 | 10323000 | X |
| 2 | JAY H BAKER LIVING TRUST | 4101 GULF SHORE BLVD N PH-5 | NAPLES | FL | 34103 | 8719000 | X |
Noncash Property NoncashProperty (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 200,000 SHS KOHL'S CORPORATION | 10323000 | 2012-11-27 |
| 2 | 200,000 SHS KOHL'S CORPORATION | 8719000 | 2012-12-11 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION & ACCOUNTING | Category |
| Amount | $9,500 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 9500 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | 400,045 SHS KOHL'S CORPORATION | NameOfStock |
| EOY Book Value | 1398 | EOYBookValue |
| EOYFMV | 17193934 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENT FOR UNREALIZED GAIN ON NON-CASH CONTRIBUTIONS | Description |
| Amount | $19,040,602 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2012 990-PF ESTIMATED TAXES | Category |
| Amount | $1,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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