WILLIAM G BAKER JR MEMORIAL FUND: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM G BAKER JR MEMORIAL FUND (EIN 52-6057178)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-08
- IRS object ID
- 201231299349100413
- Schema version
- 2011v1.2
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-08T09:36:01-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526057178 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM G BAKER JR MEMORIAL FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILL | NameControl |
| Phone | 4127623787 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PNC BANK 620 LIBERTY AVENUE NO | AddressLine1 |
| Address Line2 | 10THFL | AddressLine2 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN W ALRUTZ | Name |
| Title | ASSISTANT VICE PRESIDENT | Title |
| Phone | 4127623787 | Phone |
| Date Signed | 2012-05-08 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 20772206 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 5254 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 5254 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 566492 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 566502 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1798968 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 14876031 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1798637 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 38583 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 457 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 2409297 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2370850 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 70949 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 63854 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 7095 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 700 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 700 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 58979 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 898 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 24054 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 24919 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 154682 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 89671 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 7795 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1009819 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1009819 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1164501 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 89671 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1017614 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1244796 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2281179 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 372636 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1046845 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1046845 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 2259521 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 2436914 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 2496959 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 8242085 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4785776 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5473642 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 3551375 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 2742289 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 2815860 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 2896269 | InvestmentsOtherBOY |
| Investments Other EOY | 8547079 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 8919009 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 1010225 | OtherAssetsBOY |
| Other Assets EOY | 18004 | OtherAssetsEOY |
| Other Assets EOYFMV | 19891 | OtherAssetsEOYFMV |
| Total Assets BOY | 18332111 | TotalAssetsBOY |
| Total Assets EOY | 19576907 | TotalAssetsEOY |
| Total Assets EOYFMV | 20772206 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 18314539 | CapitalStockBOY |
| Capital Stock EOY | 19544196 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 17572 | RetainedEarningsBOY |
| Retained Earnings EOY | 32711 | RetainedEarningsEOY |
| Total Net Assets BOY | 18332111 | TotalNetAssetsBOY |
| Total Net Assets EOY | 19576907 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 18332111 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 19576907 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 18332111 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1244796 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 19576907 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 19576907 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| SALES OF PUBLICLY TRADED SECURITIES | 14805793 | 13088032 | 1717761 | 1717761 | |
| CLASS ACTION SETTLEMENTS | 10612 | 63 | 10549 | 10549 | P |
| GAIN FROM PARTNERSHIP K-1 | 89 | 89 | 89 | P | |
| CAPITAL GAINS DIVIDENDS | 70238 | 70238 | 70238 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1798637 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 947958 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 20412539 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.046440 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1077980 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 18791666 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.057365 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1074808 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 24198338 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.044417 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1475426 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 29728685 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.049630 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1485405 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 29547164 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.050272 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.248124 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049625 | AverageDistributionRatio |
| Net Noncharitable Assets | 21714365 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1077575 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 22812 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1100387 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1017614 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 45624 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 45624 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 45624 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 59548 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 59548 | TotalCreditsAndPayments |
| Overpayment | 13924 | Overpayment |
| Amount Credited To Next Year | 13924 | 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 | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MD | 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 | WWW.BCF.ORG | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4127623787 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | 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 | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| PNC BANK | ||||||||
| 620 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | CO-TRUSTEE | 15.00 | 70949 | 0 | 0 |
| CONSTANCE IMBODEN | ||||||||
| 2005 RUXTON ROAD | TOWSON | MD | 21204 | CO-TRUSTEE | 1.00 | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1 |
| Expenses1 | 0 | Expenses1 |
| Expenses2 | 0 | Expenses2 |
| Expenses3 | 0 | Expenses3 |
| Expenses4 | 0 | Expenses4 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 22045041 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 22045041 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 22045041 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 330676 | CashDeemedCharitable |
| Net Noncharitable Assets | 21714365 | NetNoncharitableAssets |
| Minimum Investment Return | 1085718 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1085718 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 45624 | TaxBasedOnInvestmentIncome |
| Total Tax | 45624 | TotalTax |
| Distributable Amount Before Adj | 1040094 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 25000 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1065094 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1065094 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1017614 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1017614 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1017614 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1065094 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 984819 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1017614 | QualifyingDistributions |
| Applied To Year1 | 984819 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 32795 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 1032299 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MELISSA WARLOW | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 EAST READ STREET | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4103324172 | RecipientPhoneNumber |
| Form And Info And Materials | SEE GUIDELINES ON WWW.BCF.ORG - SEARCH FOR BAKER | FormAndInfoAndMaterials |
| Submission Deadlines | SEE GUIDELINES ON WWW.BCF.ORG - SEARCH FOR BAKER | SubmissionDeadlines |
| Restrictions On Awards | GRANTS ARE GIVEN TO ART AND CULTURAL RELATED ORGANIZATIONS | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (35 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BALTIMORE OFFICE OF PROMOTIONS AND THE ARTS INC | |||||||
| 7 E REDWOOD ST | BALTIMORE | MD | 21202 | NONE | PUBLIC CHARITY | 2011 FREE FALL BALTIMORE MARKETING COSTS | $10,000 |
| YOUNG VICTORIAN THEATRE CO | |||||||
| 901 DULANEY VALLEY ROAD SUITE 400 | TOWSON | MD | 21204 | NONE | PUBLIC CHARITY | NEW WEBSITE | $3,000 |
| ART ON PURPOSE INC | |||||||
| P O BOX 19909 | BALTIMORE | MD | 21211 | NONE | PUBLIC CHARITY | BLACK MALE IDENTITY PROJECT | $15,000 |
| ARTS EVERY DAY INC | |||||||
| 1800 N CHARLES ST SUITE 810 | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | ARTS INTEGRATION INSTITUTE | $10,000 |
| BALTIMORE CLAYWORKS INC | |||||||
| 5707 SMITH AVENUE | BALTIMORE | MD | 21209 | NONE | PUBLIC CHARITY | LEADERSHIP TRANSITION EXPENSES | $35,000 |
| BALTIMORE COMMUNITY FOUNDATION INC | |||||||
| 2 EAST READ STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC CHARITY | BAKER ARTIST AWARDS FUND | $187,711 |
| BALTIMORE COMMUNITY FOUNDATION INC | |||||||
| 2 EAST READ STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC CHARITY | BAKER ADMINISTRATIVE FUND | $10,000 |
| BALTIMORE MUSEUM OF ART | |||||||
| 10 ART MUSEUM DRIVE | BALTIMORE | MD | 21218 | NONE | PUBLIC CHARITY | FY 12 OPERATING EXPENSES | $50,000 |
| BALTIMORE SYMPHONY ORCHESTRA | |||||||
| 1212 CATHEDRAL ST | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | FY 11 OPERATING BUDGET | $50,000 |
| CENTER STAGE ASSOCIATES INC | |||||||
| 700 NORTH CALVERT STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC CHARITY | MGMT. REVIEW, STAFF POSITION, & COMM UPGRADES | $10,000 |
| CITYLIT PROJECT INC | |||||||
| 120 SOUTH CURLEY ST | BALTIMORE | MD | 21224 | NONE | PUBLIC CHARITY | STRATEGIC PLANNING PROCESS | $7,500 |
| CLANCY WORKS INC | |||||||
| PO BOX 3111 | SILVER SPRING | MD | 20918 | NONE | PUBLIC CHARITY | 2011 DANCE EDUCATORS TRAINING INST. | $3,000 |
| CONTEMPORARY ARTS INC | |||||||
| 7221 CROYTON AVENUE | BALTIMORE | MD | 21207 | NONE | PUBLIC CHARITY | 2011 SAX MUSIC & DANCE CAMP | $8,000 |
| CYLBURN ARBORETUM ASSOCIATES INC | |||||||
| 4915 GREENSPRING AVENUE | BALTIMORE | MD | 21209 | NONE | PUBLIC CHARITY | CYLBURN SOUNDS | $6,000 |
| GREATER BALTIMORE CULTURAL ALLIANCE | |||||||
| 1800 N CHARLES ST SUITE 810 | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | CY11 CORE OPERATIONS | $25,000 |
| GREATER BALTIMORE CULTURAL ALLIANCE | |||||||
| 1800 N CHARLES ST SUITE 810 | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | PROFESSIONAL DEVELOPMENT FOR ARTISTS AND MICRO-GRANT PROGRAM | $8,225 |
| HIGH ZERO FOUNDATION INC | |||||||
| 3618 FALLS ROAD - 3RD FL | BALTIMORE | MD | 21211 | NONE | PUBLIC CHARITY | 2011 FESTIVAL & RED ROOM SERIES | $6,000 |
| CONTEMPORARY MUSEUM INCORPORATED | |||||||
| 100 WEST CENTRE STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | FY 12 CORE OPERATIONS | $15,000 |
| YOUNG AUDIENCES OF MARYLAND | |||||||
| 2601 N HOWARD ST | BALTIMORE | MD | 21218 | NONE | PUBLIC CHARITY | DIRECT COST OF BENEVON PROGRAM | $10,000 |
| B & O RAILROAD MUSEUM | |||||||
| 901 WEST PRATT ST | BALTIMORE | MD | 21223 | NONE | PUBLIC CHARITY | THE WAR CAME BY TRAIN PROGRAM | $25,000 |
| BACH CONCERT SERIES INC | |||||||
| 701 SOUTH CHARLES ST | BALTIMORE | MD | 21230 | NONE | PUBLIC CHARITY | SUPPORT FOR PART-TIME ADMINISTRATIVE ASSISTANT POSITION | $10,000 |
| FELLS POINT CREATIVE ALLIANCE INC | |||||||
| 3134 EASTERN AVE | BALTIMORE | MD | 21224 | NONE | PUBLIC CHARITY | CY 2011 OPERATING BUDGET | $30,000 |
| MARYLAND CITIZENS FOR THE ARTS INC | |||||||
| 3600 CLIPPER MILL ROAD | BALTIMORE | MD | 21211 | NONE | PUBLIC CHARITY | SUPPORT FY 12 CORE OPERATIONS | $15,000 |
| SINGLE CARROT THEATRE | |||||||
| 120 W NORTH AVENUE | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | SUPPORT NEW PART-TIME STAFF POSITIONS | $20,000 |
| STATION NORTH ARTS & ENTERTAINMENT INC | |||||||
| 1800 N CHARLES ST | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | NEA PROGRAM MATCH & TECH UPGRADES & ACCT. ASSIST. | $50,000 |
| WOMENS HOUSING COALITION INC | |||||||
| 119 E 25TH STREET BALTIMORE | BALTIMORE | MD | 21218 | NONE | PUBLIC CHARITY | YOUNG AUDIENCE'S SLAM POETRY WORKSHOPS | $8,100 |
| WALTERS ART GALLERY ENDOWMENT INC | |||||||
| 600 NORTH CHARLES STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | SUPPORT FY 12 OPERATING EXPENSES | $50,000 |
| BALTIMORE CHAMBER ORCHESTRA INC | |||||||
| 11 WESTMOUNT VERNON PLACE | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | TO REBRAND AND MARKET THE ORCHESTRA | $9,400 |
| BALTIMORE COMMUNITY FOUNDATION INC | |||||||
| 2 EAST READ STREET | BALTIMORE | MI | 21202 | NONE | PUBLIC CHARITY | BFC'S BAKER GRANT FUND | $116,143 |
| GENEROUS COMPANY | |||||||
| 4318 FALL RD | BALTIMORE | MD | 21211 | NONE | PUBLIC CHARITY | TO SUPPORT THE JAN. 6-22, 2012 FESTIVAL AT THEATRE PROJECT | $10,000 |
| HIPPODROME FOUNDATION INC | |||||||
| 416 W BALTIMORE ST | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | TO SUPPORT ADMINISTRATIVE COSTS OF SOULFUL SYMPH RESIDENCY AT LANSDOWNE HS | $10,000 |
| NEWBORN HOLISTIC MINISTRIES INC | |||||||
| 1947 PENNSYLVANIA AVE | BALTIMORE | MD | 21217 | NONE | PUBLIC CHARITY | TO SUPPORT JUBILEE ARTS' WORK WITH MICA'S CENTER FOR DESIGN PRACTICE | $8,700 |
| PHILADELPHIA FRINGE FESTIVAL | |||||||
| 919 N 5TH ST | PHILADELPHIA | PA | 19123 | NONE | PUBLIC CHARITY | TO SUPPORT ARTISTS U'S BALTIMORE PROGRAM/LINC MATCH | $5,000 |
| THE EVERYMAN THEATRE INC | |||||||
| 1727 N CHARLES ST | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | TO SUPPORT AUDIENCE GROWTH THROUGH MARKET RESEARCH | $20,000 |
| BALTIMORE COMMUNITY FOUNDATION INC | |||||||
| 2 EAST READ STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC CHARITY | GENERAL FUND | $153,040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1009819 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GRANT REFUND | Description |
| Related Or Exempt Function Income | 25000 | RelatedOrExemptFunctionIncome |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5,254 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $566,492 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,929 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,798,968 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| CLASS ACTION PROCEEDS | 14 | $10,549 |
| FOREIGN TAX REFUND | 14 | $105 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $2,384,297 | ExclusionAmount |
| Related Or Exempt Function Income | 25000 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2409297 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumber |
| Relationship Statement | REFUND OF UNUSED GRANTS | RelationshipStatement |
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 | TAX PREP FEES | Category |
| Amount | $700 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 700 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NA | Description |
| Amount | $0 | Amount |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CORPORATE BONDS | 2137486 | 2195454 |
| MBS, CMO, ASSET BACKED | 604803 | 620406 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | COMMON STOCK | NameOfStock |
| EOY Book Value | 4785776 | EOYBookValue |
| EOYFMV | 5473642 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 2436914 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 2496959 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MUTUAL FUNDS - EQUITY | AT COST | 6994770 | 7415211 |
| MUTUAL FUNDS - FIXED | AT COST | 1552309 | 1503798 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LIMITED PARTNERSHIPS | Description |
| BOY Book Value | 1010225 | BOYBookValue |
| EOY Book Value | 18004 | EOYBookValue |
| EOYFMV | 19891 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ACCRUED INTEREST PAID | 23994 | 23994 | 0 |
| FOREIGN TAX PROCESSING FEE | 60 | 60 | 0 |
| INTANGIBLE DRILLING COSTS FROM K-1 | 0 | 865 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| PARTNERSHIP DISTRIBUTIONS | 2929 | 0 | 2929 |
| PARTNERSHIP INCOME FROM K-1 | 352 | ||
| GRANT REFUND | 25000 | 25000 | |
| CLASS ACTION PROCEEDS | 10549 | 10549 | |
| FOREIGN TAX REFUND | 105 | 105 | 105 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $898 | 898 | 0 |
| 2011 ESTIMATED FEDERAL EXCISE TAXES | $58,081 | 0 | 0 |
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