PATTY AND JAY BAKER FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- PATTY AND JAY BAKER FOUNDATION INC (EIN 39-1776268)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-03-19
- IRS object ID
- 201100789349100600
- Schema version
- 2010v3.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-03-19T15:29:08-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | 2011-03-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JED A ROHER | Name |
| Phone | 4142733500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 17282070 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 15885000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 2830 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2830 | InterestOnSavingsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 16585210 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 16591994 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 16585210 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 32473040 | TotalRevenueAndExpenses |
| Total Net Investment Income | 16588040 | 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 | 17750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 17750 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 332000 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 349750 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 17750 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 4352000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 4352000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 4701750 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 4369750 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 27771290 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 16588040 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 5386065 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 5284827 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 5284827 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 0 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 11994312 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 11994798 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 0 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 0 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2445 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 5386065 | TotalAssetsBOY |
| Total Assets EOY | 17279139 | TotalAssetsEOY |
| Total Assets EOYFMV | 17282070 | 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 | 5386065 | RetainedEarningsBOY |
| Retained Earnings EOY | 17279139 | RetainedEarningsEOY |
| Total Net Assets BOY | 5386065 | TotalNetAssetsBOY |
| Total Net Assets EOY | 17279139 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5386065 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 17279139 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5386065 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 27771290 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 33157355 | Subtotal |
| Other Decreases | 15878216 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 17279139 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PUBLICLY TRADED SECURITIES | DescriptionOfAsset |
| Gross Sales Price | 16591994 | GrossSalesPrice |
| Cost Or Other Basis | 6784 | CostOrOtherBasis |
| Gain Or Loss | 16585210 | GainOrLoss |
| Gains Minus Excess Or Losses | 16585210 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 16585210 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 4573375 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5165434 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.885381 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 5692276 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 9151212 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.622024 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 4894500 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 16116513 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.303695 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 5592475 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 9412603 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.594148 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 6661774 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3864077 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 1.724027 | DistributionRatioYear5 |
| Total Distribution Ratio | 4.129275 | TotalDistributionRatio |
| Average Distribution Ratio | 0.825855 | AverageDistributionRatio |
| Net Noncharitable Assets | 6486443 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 5356861 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 165880 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 5522741 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 4369750 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 331761 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 331761 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 331761 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 332609 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 332609 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 848 | Overpayment |
| Amount Credited To Next Year | 848 | 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 | WI | 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 | 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 | 0.25 | 0 | 0 | 0 |
| PAT G BAKER | ||||||||
| 4101 GULF SHORE BLVD N PH-5 | NAPLES | FL | 34103 | VICE PRES/SECRETARY/DIRECTOR | 0.25 | 0 | 0 | 0 |
| PETER M SOMMERHAUSER | ||||||||
| 780 N WATER ST | MILWAUKEE | WI | 53202 | ASSISTANT SECRETARY/DIRECTOR | 0.25 | 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 | 2331 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 6582890 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 6585221 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 6585221 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 98778 | CashDeemedCharitable |
| Net Noncharitable Assets | 6486443 | NetNoncharitableAssets |
| Minimum Investment Return | 324322 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 324322 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 331761 | TaxBasedOnInvestmentIncome |
| Total Tax | 331761 | TotalTax |
| Distributable Amount Before Adj | 0 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 0 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 4369750 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 4369750 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 4369750 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 6554022 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 5258617 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 4225184 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 5309838 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 4497661 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 25845322 | TotalExcessDistriCarryover |
| Qualifying Distributions | 4369750 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 4369750 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 30215072 | 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 | 6554022 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 23661050 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 5258617 | ExcessFromYear4 |
| Excess From Year3 | 4225184 | ExcessFromYear3 |
| Excess From Year2 | 5309838 | ExcessFromYear2 |
| Excess From Year1 | 4497661 | ExcessFromYear1 |
| Excess From Current Year | 4369750 | 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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| 911 FUND INC | ||||||
| 441 CENTRAL PARK AVENUE | HARTSDALE | NY | 10530 | PUBLIC CHARITY | CHARITABLE | $100,000 |
| CAL RIPKEN SR FOUNDATION | ||||||
| 1427 CLARKVIEW ROAD | BALTIMORE | MD | 21209 | PUBLIC CHARITY | CHARITABLE | $600,000 |
| EDUCATION FOUNDATION FOR THE FASHION INDUSTRIES | ||||||
| 7TH AVENUE AND 27TH STREET | NEW YORK | NY | 10001 | PUBLIC CHARITY | CHARITABLE | $135,000 |
| MILWAUKEE REPERTORY THEATER | ||||||
| 108 E WELLS STREET | MILWAUKEE | WI | 53202 | PUBLIC CHARITY | CHARITABLE | $10,000 |
| NAPLES PHILHARMONIC ART MUSEUM | ||||||
| 5833 PELICAN BAY BLVD | NAPLES | FL | 34108 | PUBLIC CHARITY | CHARITABLE | $2,125,000 |
| NATIONAL BASEBALL HALL OF FAME & MUSEUM INC | ||||||
| 25 MAIN STREET | COOPERSTOWN | NY | 13326 | PUBLIC CHARITY | CHARITABLE | $250,000 |
| SPECIAL OPERATIONS FUND | ||||||
| 901 N STUART STREET | ARLINGTON | VA | 22203 | PUBLIC CHARITY | CHARITABLE | $25,000 |
| THE NAPLES PLAYERS | ||||||
| 701 5TH AVENUE SOUTH | NAPLES | FL | 34102 | PUBLIC CHARITY | CHARITABLE | $300,000 |
| THE ROCK AND ROLL HALL OF FAME AND MUSEUM | ||||||
| 1100 ROCK AND ROLL BLVD | CLEVELAND | OH | 44114 | PUBLIC CHARITY | CHARITABLE | $130,000 |
| YOGI BERRA MUSEUM AND LEARNING CENTER | ||||||
| 8 QUARRY ROAD | LITTLE FALLS | NJ | 07424 | PUBLIC CHARITY | CHARITABLE | $320,000 |
| CHILDREN'S MUSEUM OF NAPLES | ||||||
| 501 GOODLETTE-FRANK RD | NAPLES | FL | 34102 | PUBLIC CHARITY | CHARITABLE | $65,000 |
| PATTY & JAY BAKER NAPLES MUSEUM OF ART | ||||||
| 5833 PELICAN BAY BLVD | NAPLES | FL | 34108 | PUBLIC CHARITY | CHARITABLE | $155,000 |
| KIDS IN DISTRESSED SITUATIONS INC | ||||||
| 112 W 34TH ST SUITE 1133 | NEW YORK | NY | 10120 | PUBLIC CHARITY | CHARITABLE | $10,000 |
| SMILE TRAIN | ||||||
| 41 MADISON AVE 28TH FLR | NEW YORK | NY | 10010 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| PARALYZED VETERANS OF AMERICA | ||||||
| 801 18TH ST NW | WASHINGTON | DC | 20006 | PUBLIC CHARITY | CHARITABLE | $1,000 |
| THE NAPLES SHELTER FOR ABUSED WOMEN & CHILDREN | ||||||
| PO BOX 10102 | NAPLES | FL | 34101 | PUBLIC CHARITY | CHARITABLE | $25,000 |
| COMMUNITY FOUNDATION OF COLLIER COUNTY | ||||||
| 2400 TAMIAMI TRL N 300 | NAPLES | FL | 34103 | PUBLIC CHARITY | CHARITABLE | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 4352000 | 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 | $2,830 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $16,585,210 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $16,588,040 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 16588040 | 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 | 5036000 | X |
| 2 | JAY H BAKER LIVING TRUST | 4101 GULF SHORE BLVD N PH-5 | NAPLES | FL | 34103 | 10849000 | X |
Noncash Property NoncashProperty (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 100,000 SHS KOHLS CORPORATION COMMON STOCK | 5036000 | 2010-09-17 |
| 2 | 200,000 SHS KOHLS CORPORATION COMMON STOCK | 10849000 | 2010-11-19 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION & ACCOUNTING | Category |
| Amount | $17,750 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 17750 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | 45 SHS KOHL'S CORPORATION | NameOfStock |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 2445 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 11994312 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 11994798 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENT FOR UNREALIZED GAIN ON NON-CASH CONTRIBUTIONS | Description |
| Amount | $15,878,216 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | JAY H BAKER LIVING TRUST | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4101 GULF SHORE BLVD N PH-5 | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34103 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2010 990-PF ESTIMATED TAXES | Category |
| Amount | $332,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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