WILLIAM G BAKER JR MEMORIAL FUND: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM G BAKER JR MEMORIAL FUND (EIN 52-6057178)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-04-29
- IRS object ID
- 201101199349100110
- 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
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-29T13:04:25-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | 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 | 4127685892 | 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 | 4127685892 | Phone |
| Date Signed | 2011-04-29 | DateSigned |
| 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 | 21902528 | 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 | 727 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 756 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 583920 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 583920 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 990704 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 15093827 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 894914 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 13566 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1588917 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1479590 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 77120 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 69408 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 7712 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 700 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 700 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 39715 | InterestRevAndExpnss |
| Interest Net Invst Incm | 39715 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 30262 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 669 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 150000 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 150000 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 297797 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 109792 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 158412 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 789546 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 789546 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1087343 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 109792 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 947958 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 501574 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1369798 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 366682 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 372636 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 372636 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 2481178 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 2259521 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 2283488 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 8448052 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 8242085 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 10020379 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 3754761 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 3551375 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 3699174 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 1880137 | InvestmentsOtherBOY |
| Investments Other EOY | 2896269 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 4380783 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 900000 | OtherAssetsBOY |
| Other Assets EOY | 1010225 | OtherAssetsEOY |
| Other Assets EOYFMV | 1146068 | OtherAssetsEOYFMV |
| Total Assets BOY | 17830810 | TotalAssetsBOY |
| Total Assets EOY | 18332111 | TotalAssetsEOY |
| Total Assets EOYFMV | 21902528 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 17822659 | CapitalStockBOY |
| Capital Stock EOY | 18314539 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 8151 | RetainedEarningsBOY |
| Retained Earnings EOY | 17572 | RetainedEarningsEOY |
| Total Net Assets BOY | 17830810 | TotalNetAssetsBOY |
| Total Net Assets EOY | 18332111 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 17830810 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 18332111 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 17830810 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 501574 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 18332384 | Subtotal |
| Other Decreases | 273 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 18332111 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| SALES OF PUBLICLY TRADED SECURITIES | P | 15077695 | 14201824 | 875871 | 875871 |
| CLASS ACTION PROCEEDS | P | 3066 | 75 | 2991 | 2991 |
| LT CAPITAL GAIN DISTRIBUTIONS | P | 8471 | 8471 | 8471 | |
| ST CAPITAL GAIN DISTRIBUTIONS | P | 7661 | 7661 | 7661 | |
| ENTERPRISE PROD. SECTION 1231 GAIN/LOSS | P | 80 | -80 | -80 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 894914 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1077980 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 18791666 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.057365 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1074808 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 24198338 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.044417 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1475426 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 29728685 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.049630 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1485405 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 29547164 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.050272 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 953386 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 28233192 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.033768 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.235452 | TotalDistributionRatio |
| Average Distribution Ratio | 0.047090 | AverageDistributionRatio |
| Net Noncharitable Assets | 20412539 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 961226 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 13698 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 974924 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 947958 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 27396 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 27396 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 27396 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 28863 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 28863 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 1467 | Overpayment |
| Amount Credited To Next Year | 1467 | 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 | 4127685892 | 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 | 77120 | 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 |
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 | 20723390 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 20723390 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 20723390 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 310851 | CashDeemedCharitable |
| Net Noncharitable Assets | 20412539 | NetNoncharitableAssets |
| Minimum Investment Return | 1020627 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1020627 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 27396 | TaxBasedOnInvestmentIncome |
| Total Tax | 27396 | TotalTax |
| Distributable Amount Before Adj | 993231 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 7000 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1000231 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1000231 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 947958 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 947958 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 947958 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1000231 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 932546 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 947958 | QualifyingDistributions |
| Applied To Year1 | 932546 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 15412 | 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 | 984819 | 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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BACH CONCERT SERIES INC | |||||||
| 701 S CHARLES STREET | BALTIMORE | MD | 21230 | NONE | PUBLIC CHARITY | EQUIPMENT PURCHASE | $1,456 |
| VILLAGE LEARNING PLACE INC | |||||||
| 2521 SAINT PAUL STREET | BALTIMORE | MD | 21218 | NONE | PUBLIC CHARITY | 2ND WEDNESDAY AT VLP | $2,000 |
| HIGH ZERO FOUNDATION INC | |||||||
| 3618 FALLS ROAD - 3RD FL | BALTIMORE | MD | 21211 | NONE | FOUNDATION | SUPPORT FESTIVAL EXPENSES | $4,000 |
| ASSOCIATION OF BALTIMORE AREA GRANTMAKERS | |||||||
| 2 EAST READ STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC CHARITY | MEMBERSHIP DUES | $4,500 |
| THRIVE CITY STRING ACADEMY | |||||||
| 5083 WOODSTOCK DRIVE | SWARTZ CREEK | MI | 48473 | NONE | PUBLIC CHARITY | MUSIC CAMP | $4,910 |
| BALTIMORE MUSEUM OF INDUSTRY | |||||||
| 1415 KEY HIGHWAY INNER HARBOR SOUTH | BALTIMORE | MD | 21230 | NONE | PUBLIC CHARITY | ADVERTISING COSTS | $5,000 |
| CLAYWORKS INC | |||||||
| 301 EAST 9TH STREET SUITE 150 | CHARLOTTE | NC | 28202 | NONE | PUBLIC CHARITY | SUPPORT 2010 DETI | $5,000 |
| STAR SPANGLED BANNER FLAG HOUSE | |||||||
| 844 EAST PRATT STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC CHARITY | A FAMILY OF FLAGMAKERS EXHIBIT | $5,000 |
| CONTEMPORARY ARTS INC | |||||||
| 7221 CROYDEN ROAD | BALTIMORE | MD | 21207 | NONE | PUBLIC CHARITY | SUPPORT BALTIMORE SAX MUSIC AND DANCE CAMP | $5,000 |
| CYLBURN ARBORETUM ASSOCIATION INC | |||||||
| 4915 GREENSPRING AVENUE | BALTIMORE | MD | 21209 | NONE | PUBLIC CHARITY | DOLLAR FOR DOLLAR CHALLENGE GRANT | $5,000 |
| GREATER BALTIMORE CULTURAL ALLIANCE | |||||||
| 113 WEST NORTH AVENUE | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | TO SUPPORT THE FOUNDERS FUND AND CORE OPERATIONS | $5,000 |
| MARYLAND HUMANITITES COUNCIL | |||||||
| 108 WEST CENTRE STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | COMMUNICATIONS CONSULTANT | $5,000 |
| TOWSON UNIVERSITY FOUNDATION | |||||||
| 8000 YORK RD | TOWSON | MD | 21252 | NONE | PUBLIC CHARITY | WTMD THURSDAY CONCERT SERIES | $7,500 |
| THE AUDREY HERMAN SPOTLIGHTERS | |||||||
| 817 ST PAUL STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC CHARITY | STAFF POSITION | $7,500 |
| BALTIMORE HERITAGE INCORPORATED | |||||||
| 11 WEST CHASE STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | PART TIME STAFF | $8,600 |
| GREATER BALTIMORE YOUTH ORCHESTRA | |||||||
| 2034 GREENSPRING DRIVE | TIMONIUM | MD | 21093 | NONE | PUBLIC CHARITY | RESTRUCTURING COST | $10,000 |
| WOMENS HOUSING COALITION INC | |||||||
| 119 E 25TH STREET BALTIMORE | BALTIMORE | MD | 21218 | NONE | PUBLIC CHARITY | PRESENT THE SLAM POETRY WORKSHOPS COLLABORATION | $10,000 |
| EVERYMAN THEATRE | |||||||
| 1727 N CHARLES STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | TECHNOLOGY UPGRADES | $10,500 |
| AMERICAN VISIONARY ART MUSEUM | |||||||
| 800 KEY HIGHWAY | BALTIMORE | MD | 21230 | NONE | PUBLIC CHARITY | NEW MEDIA AND MEMBERSHIP ASSOCIATE | $15,000 |
| BALTIMORE THEATRE PROJECT INC | |||||||
| 45 WEST PRESTON STREET | BALTIMORE | MD | 21218 | NONE | PUBLIC CHARITY | BRAND DEVELOPMENT PLATFORM | $15,000 |
| SHRIVER HALL CONCERT SERIES | |||||||
| 3400 N CHARLES ST | BALTIMORE | MD | 21218 | NONE | PUBLIC CHARITY | SUPPORT NEW WEBSITE | $15,000 |
| SINGLE CARROT THEATRE | |||||||
| 120 WEST NORTH AVENUE | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | COVER SALARY OF DEVELOPMENT DIRECTOR | $18,175 |
| BALTIMORE SCHOOL FOR THE ARTS | |||||||
| 712 CATHEDRAL ST | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | NEW DIRECTOR SEARCH | $20,000 |
| FELLS POINT CREATIVE ALLIANCE | |||||||
| 3134 EASTERN AVENUE | BALTIMORE | MD | 21224 | NONE | PUBLIC CHARITY | SUPPORT CORE OPERATIONS AND COLLABORATIVE ART QUILTS | $20,000 |
| MARYLAND CITIZENS FOR THE ARTS | |||||||
| 3600 CLIPPER MILL RD | BALTIMORE | MD | 21211 | NONE | PUBLIC CHARITY | SUPPORT OPERATIONS | $20,000 |
| B & O RAILROAD MUSEUM | |||||||
| 901 WEST PRATT STREET | BALTIMORE | MD | 21223 | NONE | PUBLIC CHARITY | 2011-2015 EXHIBITION | $25,000 |
| CENTER STAGE | |||||||
| 700 NORTH CALVERT STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC CHARITY | SUPPORT OF COMMUNITY PROGRAMS AMD ED SEARCH PROCESS | $25,000 |
| WALTERS ART GALLERY | |||||||
| 600 NORTH CHARLES STREET | BALTIMORE | MD | 21201 | NONE | FOUNDATION | FY11 FAMILY PROGRAMS | $25,000 |
| BALTIMORE CLAYWORKS | |||||||
| 5707 SMITH AVENUE | BALTIMORE | MD | 21209 | NONE | PUBLIC CHARITY | SUPPORT CORE OPERATIONS | $35,000 |
| PRODUCERS CLUB OF MARYLAND | |||||||
| 105 RIDGEWOOD RD | BALTIMORE | MD | 21210 | NONE | PUBLIC CHARITY | 2010 MARYLAND FILM FESTIVAL | $35,000 |
| BALTIMORE MUSEUM OF ART | |||||||
| 10 ART MUSEUM DRIVE | BALTIMORE | MD | 21218 | NONE | PUBLIC CHARITY | SUPPORT FAMILY PROGRAMMING | $40,000 |
| BALTIMORE SYMPHONY ORCHESTRA | |||||||
| 1212 CATHEDRAL ST | BALTIMORE | MD | 21201 | NONE | PUBLIC CHARITY | SUPPORT CORE OPERATING EXPENSES & TESSITURA USAGE REVIEW | $70,000 |
| THE BALTIMORE COMMUNITY FOUNDATION | |||||||
| 2 EAST READ STREET | BALTIMORE | MD | 21202 | NONE | FOUNDATION | CORE OPERATIONS, BKRDAF, ARTISTS AWARD, GRANTS FUND | $305,405 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 789546 | 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 | 7000 | RelatedOrExemptFunctionIncome |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $727 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $583,920 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,302 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $990,704 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| RETURN OF CAPITAL | 14 | $273 |
| CLASS ACTION PROCEEDS | 14 | $2,991 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,581,917 | ExclusionAmount |
| Related Or Exempt Function Income | 7000 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1588917 | 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 | 2836174 | 2956265 |
| MBS, CMO, ASSET BACKED | 715201 | 742909 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | COMMON STOCK | NameOfStock |
| EOY Book Value | 8242085 | EOYBookValue |
| EOYFMV | 10020379 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 2259521 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 2283488 | 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 | 2395182 | 3864906 |
| MUTUAL FUNDS - FIXED | AT COST | 501087 | 515877 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LIMITED PARTNERSHIPS | Description |
| BOY Book Value | 900000 | BOYBookValue |
| EOY Book Value | 1010225 | EOYBookValue |
| EOYFMV | 1146068 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RETURN OF CAPITAL BASIS ADJUSTMENT | Description |
| Amount | $273 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BALTIMORE COMMUNITY FOUNDATION GRANTMAKING EXPENSES | Description |
| Revenue And Expenses Per Books | 150000 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 150000 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| ENTERPRISE PARTNERSHIP INCOME | 3302 | 0 | 3302 |
| GRANT REFUND | 7000 | 7000 | |
| RETURN OF CAPITAL | 273 | 273 | |
| CLASS ACTION PROCEEDS | 2991 | 2991 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $669 | 669 | 0 |
| 2010 ESTIMATED FEDERAL EXCISE TAXES | $28,863 | 0 | 0 |
| 2009 BALANCE DUE FEDERAL EXCISE TAX | $730 | 0 | 0 |
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