K & F BAXTER FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- K & F BAXTER FAMILY FOUNDATION (EIN 95-4633505)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-03-22
- IRS object ID
- 201320819349100102
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-22T10:39:29-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113297162 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONATHAN L ANDERSON CPA PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1003 PARK BLVD 4 | AddressLine1 |
| City | MASSAPEQUA PARK | City |
| State | NY | State |
| ZIP Code | 117622741 | 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 | 954633505 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | K&F BAXTER FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | K&FB | NameControl |
| Phone | 5105248145 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1563 SOLANO AVENUE NO 404 | AddressLine1 |
| City | BERKELEY | City |
| State | CA | State |
| ZIP Code | 94707 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STACEY BELL | Name |
| Title | PRESIDENT | Title |
| Phone | 5105248145 | Phone |
| Date Signed | 2013-02-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JONATHAN L ANDERSON | Name |
| PTIN | P00082376 | PTIN |
| Phone | 5167951400 | 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 | 158247 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 200000 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 18 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 18 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 736 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 736 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 48133 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 157512 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 48133 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 248887 | TotalRevenueAndExpenses |
| Total Net Investment Income | 48887 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 19764 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 7200 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3600 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 472 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 472 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1674 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 552 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 209 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Other Expenses Rev And Expnss | 8121 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1052 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 37440 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5676 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 214055 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 214055 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 251495 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5676 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 214055 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -2608 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 43211 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 50054 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 157467 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 157467 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 1162 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 730 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 730 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 110253 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 0 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 0 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 12999 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 12949 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 259 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 50 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 50 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 161728 | TotalAssetsBOY |
| Total Assets EOY | 158247 | TotalAssetsEOY |
| Total Assets EOYFMV | 158247 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 756 | AccountsPayableBOY |
| Accounts Payable EOY | 756 | AccountsPayableEOY |
| Total Liabilities BOY | 756 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 756 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 160972 | CapitalStockBOY |
| Capital Stock EOY | 157491 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 160972 | TotalNetAssetsBOY |
| Total Net Assets EOY | 157491 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 161728 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 158247 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 160972 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -2608 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 158364 | Subtotal |
| Other Decreases | 873 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 157491 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (21 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 |
|---|---|---|---|---|---|---|---|
| 75 SHS ABBOTT LABS | P | 2001-08-17 | 2012-02-29 | 4244 | 3664 | 580 | 580 |
| 685 SHS CISCO SYS INC | P | 2001-09-20 | 2012-02-29 | 13851 | 9645 | 4206 | 4206 |
| 10 SHS COCA COLA CO | P | 2001-07-11 | 2012-02-29 | 690 | 450 | 240 | 240 |
| 200 SHS COCA COLA CO | P | 2001-08-17 | 2012-02-29 | 13806 | 9192 | 4614 | 4614 |
| 140 SHS INTEL CORP | P | 2001-09-20 | 2012-02-29 | 3721 | 3336 | 385 | 385 |
| 425 SHS INTEL CORP | P | 2001-10-29 | 2012-02-29 | 11296 | 10744 | 552 | 552 |
| 180 SHS MEDTRONIC INC | P | 2001-10-29 | 2012-02-29 | 6829 | 7695 | -866 | -866 |
| 178 SHS MERCK & CO INC | P | 2009-11-18 | 2012-02-29 | 6800 | 3480 | 3320 | 3320 |
| 415 SHS MICROSOFT CORP | P | 2001-09-20 | 2012-02-29 | 13031 | 10998 | 2033 | 2033 |
| 150 SHS NAVISTAR INTL CORP NEW | P | 2003-08-28 | 2012-02-29 | 6576 | 6519 | 57 | 57 |
| 155 SHS ORACLE CORP | P | 2001-09-20 | 2012-02-29 | 4543 | 1682 | 2861 | 2861 |
| 350 SHS ORACLE CORP | P | 2001-10-29 | 2012-02-29 | 10258 | 5136 | 5122 | 5122 |
| 95 SHS PEPSICO INC | P | 2001-07-11 | 2012-02-29 | 6012 | 4274 | 1738 | 1738 |
| 75 SHS PEPSICO INC | P | 2001-08-17 | 2012-02-29 | 4747 | 3417 | 1330 | 1330 |
| 25 SHS PEPSICO INC | P | 2001-09-20 | 2012-02-29 | 1582 | 1189 | 393 | 393 |
| 10 SHS QUALCOMM INC | P | 2001-09-20 | 2012-02-29 | 636 | 238 | 398 | 398 |
| 200 SHS QUALCOMM INC | P | 2003-08-28 | 2012-02-29 | 12728 | 3888 | 8840 | 8840 |
| 295 SHS TEXAS INSTRS INC | P | 2004-09-15 | 2012-02-29 | 9865 | 6481 | 3384 | 3384 |
| 90 SHS 3M CO | P | 2001-10-29 | 2012-02-29 | 7948 | 4802 | 3146 | 3146 |
| 280 SHS WALMART STORES INC | P | 2001-09-20 | 2012-02-29 | 16455 | 12549 | 3906 | 3906 |
| CLASS SETTLEMENT ACTION ENRON | P | 2001-09-20 | 2012-08-30 | 1894 | 1894 | 1894 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 48133 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 223148 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 263388 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.847222 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 325385 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 399220 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.815052 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 163594 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 238887 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.684818 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 375320 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 624711 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.600790 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 592185 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1141009 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.519001 | DistributionRatioYear5 |
| Total Distribution Ratio | 3.466883 | TotalDistributionRatio |
| Average Distribution Ratio | 0.693377 | AverageDistributionRatio |
| Net Noncharitable Assets | 193369 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 134078 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 432 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 134510 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 214055 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 432 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 432 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 432 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1162 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1162 | TotalCreditsAndPayments |
| Overpayment | 730 | Overpayment |
| Amount Credited To Next Year | 730 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.KFBAXTERFOUNDATION.COM | WebsiteAddress |
| Books In Care Of Person Name | STACEY BELL | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5105248145 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 579 NEILSON STREET | AddressLine1 |
| City | BERKELEY | City |
| State | CA | State |
| ZIP Code | 94712 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| STACEY K BELL | ||||||||
| 579 NEILSON STREET | BERKELEY | CA | 94707 | PRESIDENT | 24.00 | 19764 | 0 | 0 |
| MATTHEW BAXTER | ||||||||
| 8301 BAXTER GRADE | AUBURN | CA | 95603 | SECRETARY & DIRECTOR | 0.00 | 0 | 0 | 0 |
| ANTHONY KLINE | ||||||||
| 301 ALMA REAL DRIVE | PACIFIC PALISADES | CA | 90272 | CHIEF FINANCIAL OFFICER | 0.00 | 0 | 0 | 0 |
| PAMELA A RILEY | ||||||||
| 86 ARLINGTON AVENUE | KENSINGTON | CA | 94707 | 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 | 12756 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 183558 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 196314 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 196314 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2945 | CashDeemedCharitable |
| Net Noncharitable Assets | 193369 | NetNoncharitableAssets |
| Minimum Investment Return | 9668 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 9668 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 432 | TaxBasedOnInvestmentIncome |
| Total Tax | 432 | TotalTax |
| Distributable Amount Before Adj | 9236 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 9236 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 9236 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 214055 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 214055 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 432 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 213623 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 9236 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 537607 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 344240 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 151650 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 305424 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 209979 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1548900 | TotalExcessDistriCarryover |
| Qualifying Distributions | 214055 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 9236 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 204819 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1753719 | 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 | 537607 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1216112 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 344240 | ExcessFromYear4 |
| Excess From Year3 | 151650 | ExcessFromYear3 |
| Excess From Year2 | 305424 | ExcessFromYear2 |
| Excess From Year1 | 209979 | ExcessFromYear1 |
| Excess From Current Year | 204819 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STACEY K BELL | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CAMINO NUEVO CHARTER ACADEMY | |||||||
| 3435 W TEMPLE ST | LOS ANGELES | CA | 90026 | NONE | PUBLIC CHARITY | GENERAL | $26,500 |
| DEPARTMENT OF CATHOLIC SCHOOLS DIOCESE OF OAKLAND | |||||||
| 2121 HARRISON ST | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| DUCKS NEST PRESCHOOL | |||||||
| 4498 PIEDMONT AVE | OAKLAND | CA | 94611 | NONE | PUBLIC CHARITY | GENERAL | $3,500 |
| ENVIRONMENTAL CHARTER HIGH SCHOOL | |||||||
| 16315 GREVILLEA AVE | LAWNDALE | CA | 90260 | NONE | PUBLIC CHARITY | GENERALGENERAL | $20,000 |
| KIPP LOS ANGELES SCHOOLS | |||||||
| 4545 DOZIER AVE | LOS ANGELES | CA | 90022 | NONE | PUBLIC CHARITY | GENERAL | $22,240 |
| LEADERSHIP PUBLIC SCHOOLS | |||||||
| 344 THOMAS BERKLEY WAY SUITE 340 | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| LOYOLA MARYMOUNT UNIVERSITY | |||||||
| 1 LOYOLA MARYMOUNT UNIVERSITY DR | LOS ANGELES | CA | 90045 | NONE | PUBLIC CHARITY | GENERAL | $39,579 |
| MASSACHUSETTS ASSOCIATION OF SCHOOL COMMITTEES | |||||||
| ONE MCKINLEY SQUARE | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| PROJECT RACE | |||||||
| PO BOX 2366 | LOS BANOS | CA | 93635 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| STELLA MIDDLE CHARTER ACADEMY | |||||||
| 2636 S MANSFIELD AVE | LOS ANGELES | CA | 90016 | NONE | NOT APPLICABLE | STUDENT SCHOLARSHIPS | $1,529 |
| STEP ONE SCHOOL | |||||||
| 499 SPRUCE STREET | BERKELEY | CA | 94708 | NONE | NOT APPLICABLE | STUDENT SCHOLARSHIPS | $30,707 |
| VALOR ACADEMY CHARTER SCHOOLS | |||||||
| 8755 WOODMAN AVE | ARLETA | CA | 91331 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 214055 | 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 | $18 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $736 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $48,133 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $48,887 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 48887 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX FEES | Category |
| Amount | $7,200 | Amount |
| Net Investment Income | 3600 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (6 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| OFFICE FURNITURE | 2000-12-01 | 1452 | 1452 | 200DB | 7.000000000000 | 0 | 0 |
| COMPUTER EQUIPMENT | 2002-10-11 | 2888 | 2022 | 200DB | 5.000000000000 | 0 | 0 |
| COMPUTER EQUIPMENT | 2004-04-27 | 2054 | 2054 | 200DB | 5.000000000000 | 0 | 0 |
| COMPUTER EQUIPMENT | 2006-02-10 | 2788 | 2788 | 200DB | 5.000000000000 | 0 | 0 |
| COMPUTER EQUIPMENT | 2007-07-23 | 1870 | 1762 | 200DB | 5.000000000000 | 108 | 0 |
| COMPUTER EQUIPMENT | 2008-03-15 | 1947 | 822 | 200DB | 5.000000000000 | 101 | 0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | SECURITIES | NameOfStock |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (6 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| OFFICE FURNITURE | 1452 | 1452 | 0 |
| COMPUTER EQUIPMENT | 2888 | 2888 | 0 |
| COMPUTER EQUIPMENT | 2054 | 2054 | 0 |
| COMPUTER EQUIPMENT | 2788 | 2788 | 0 |
| COMPUTER EQUIPMENT | 1870 | 1870 | 0 |
| COMPUTER EQUIPMENT | 1947 | 1897 | 50 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN OR LOSS ON INVESTMENTS | Description |
| Amount | $873 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OFFICE SUPPLIES & POSTAGE | 2942 | 294 | 0 |
| TELEPHONE | 1529 | 153 | 0 |
| BANK CHARGES | 266 | 266 | 0 |
| DUES & SUBSCRIPTIONS | 2195 | 220 | 0 |
| COMPUTER EXPENSE | 1189 | 119 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUST DEPARTMENT FEES | Category |
| Amount | $472 | Amount |
| Net Investment Income | 472 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAXTER 2001 CHARITABLE PARTNERSHIP | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WHITTER TRUST | AddressLine1 |
| City | PACIFIC PALISADES | City |
| State | CA | State |
| ZIP Code | 90272 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PAYROLL TAXES | $1,182 | 120 | 0 |
| FILING FEES | $60 | 0 | 0 |
| FEDERAL EXCISE TAX | $432 | 432 | 0 |
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