K & F BAXTER FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- K & F BAXTER FAMILY FOUNDATION (EIN 95-4633505)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-03-25
- IRS object ID
- 201140849349100204
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-03-25T11:58:54-05:00 | 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 | 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 | 2010-01-01 | 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 | 2011-03-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JONATHAN L ANDERSON | Name |
| Phone | 5167951400 | 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 | 354294 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 500000 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 34 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 34 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 3154 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3154 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 14 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 29 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 14 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 1518 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 1518 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 504720 | TotalRevenueAndExpenses |
| Total Net Investment Income | 4720 | 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 | 1024 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1024 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1928 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 19 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 724 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 1812 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 6747 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 796 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 39199 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5439 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 325385 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 325385 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 364584 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5439 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 325385 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 140136 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 63624 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 204497 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 204497 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 1162 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 1162 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 1162 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 110266 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 110253 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 147899 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 12999 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 12263 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 1460 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 736 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 736 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 176512 | TotalAssetsBOY |
| Total Assets EOY | 316648 | TotalAssetsEOY |
| Total Assets EOYFMV | 354294 | 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 | 175756 | CapitalStockBOY |
| Capital Stock EOY | 315892 | 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 | 175756 | TotalNetAssetsBOY |
| Total Net Assets EOY | 315892 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 176512 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 316648 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 175756 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 140136 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 315892 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 315892 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | .777 SHS MERCK & CO INC | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2004-09-15 | DateAcquired |
| Date Sold | 2010-01-15 | DateSold |
| Gross Sales Price | 29 | GrossSalesPrice |
| Cost Or Other Basis | 15 | CostOrOtherBasis |
| Gain Or Loss | 14 | GainOrLoss |
| Gains Minus Excess Or Losses | 14 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 14 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 163594 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 238887 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.684818 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 375320 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 624711 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.600790 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 592185 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1141009 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.519001 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 499537 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1284189 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.388990 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 531126 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1629070 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.326030 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.519629 | TotalDistributionRatio |
| Average Distribution Ratio | 0.503926 | AverageDistributionRatio |
| Net Noncharitable Assets | 399220 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 201177 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 201177 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 325385 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1162 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1162 | TotalCreditsAndPayments |
| Overpayment | 1162 | Overpayment |
| Amount Credited To Next Year | 1162 | 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 | 138355 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 266944 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 405299 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 405299 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6079 | CashDeemedCharitable |
| Net Noncharitable Assets | 399220 | NetNoncharitableAssets |
| Minimum Investment Return | 19961 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 19961 | MinimumInvestmentReturn |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 19961 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 19961 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 19961 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 325385 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 325385 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 325385 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 19961 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 450512 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 438524 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 537607 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 344240 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 151650 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1922533 | TotalExcessDistriCarryover |
| Qualifying Distributions | 325385 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 19961 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 305424 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 2227957 | 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 | 450512 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1777445 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 438524 | ExcessFromYear4 |
| Excess From Year3 | 537607 | ExcessFromYear3 |
| Excess From Year2 | 344240 | ExcessFromYear2 |
| Excess From Year1 | 151650 | ExcessFromYear1 |
| Excess From Current Year | 305424 | 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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR COLLEGE READY PUBLIC SCHOOLS | |||||||
| 1940 SOUTH FIGUEROA STREET | LOS ANGELES | CA | 90007 | NONE | PUBLIC CHARITY | GENERAL | $108,400 |
| ARISE HIGH SCHOOL | |||||||
| 3301 E 12TH STREET | OAKLAND | CA | 94601 | NONE | NOT APPLICABLE | STUDENT SCHOLARSHIPS | $400 |
| ASPIRE PUBLIC SCHOOL | |||||||
| 1001 22ND AVENUE | OAKLAND | CA | 94606 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| CENTER FOR EDUCATION OF THE INFANT DEAF | |||||||
| 1035 GRAYSON STREET | BERKELEY | CA | 94710 | NONE | PUBLIC CHARITY | GENERAL | $1,500 |
| CHILDRENS COMMUNITY CENTER | |||||||
| 1140 WALNUT ST | BERKELEY | CA | 94707 | NONE | PUBLIC CHARITY | GENERAL | $1,500 |
| FAMILY DIVERSITY PROJECT | |||||||
| PO BOX 1246 | AMHERST | MA | 01004 | NONE | PUBLIC CHARITY | GENERAL | $7,500 |
| FUSION | |||||||
| 3245 SHEFFIELD AVENUE | OAKLAND | CA | 94601 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| INNER CITY EDUCATION FOUNDATION | |||||||
| 5150 W GOLDLEAF CIRCLE 401 | LOS ANGELES | CA | 90056 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| KIPP ACADEMY OF OPPORTUNITY | |||||||
| 7019 SOUTH VAN NESS AVENUE | LOS ANGELES | CA | 90047 | NONE | PUBLIC CHARITY | GENERAL | $12,000 |
| LEADERSHIP PUBLIC SCHOOLS | |||||||
| 344 THOMAS L BERKLEY WAY SUITE 340 | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| MAKING WAVES ACADEMY | |||||||
| 2925 TECHNOLOGY COURT | RICHMOND | CA | 94806 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| PROJECT RACE | |||||||
| PO BOX 2366 | LOS BANOS | CA | 93635 | NONE | PUBLIC CHARITY | GENERAL | $1,500 |
| MASSACHUSETTS ASSOCIATION OF SCHOOL COMMITTEES | |||||||
| ONE MCKINLEY SQUARE | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | GENERAL | $3,000 |
| PARAS LOS NINOS | |||||||
| 500 LUCAS AVENUE | LOS ANGELES | CA | 90017 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| ST ELIZABETH HIGH SCHOOL | |||||||
| 1530 34TH AVENUE | OAKLAND | CA | 94601 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| STEP ONE SCHOOL | |||||||
| 499 SPRUCE STREET | BERKELEY | CA | 90037 | NONE | NOT APPLICABLE | STUDENT SCHOLARSHIPS | $39,585 |
| URBAN CATHOLIC SCHOOLS | |||||||
| 1730 M STREET NW SUITE 601 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 325385 | 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 | $34 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,154 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,518 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $14 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $4,720 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 4720 | 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 | 2306 | 200DB | 5.000000000000 | 321 | 0 |
| COMPUTER EQUIPMENT | 2007-07-23 | 1870 | 1331 | 200DB | 5.000000000000 | 216 | 0 |
| COMPUTER EQUIPMENT | 2008-03-15 | 1947 | 534 | 200DB | 5.000000000000 | 187 | 0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | SECURITIES | NameOfStock |
| EOY Book Value | 110253 | EOYBookValue |
| EOYFMV | 147899 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (6 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | EOYFMVEOYFMV | Book ValueBookValue |
|---|---|---|---|---|
| OFFICE FURNITURE | 1452 | 1452 | 0 | |
| COMPUTER EQUIPMENT | 2888 | 2888 | 0 | |
| COMPUTER EQUIPMENT | 2054 | 2054 | 0 | |
| COMPUTER EQUIPMENT | 2788 | 2627 | 0 | 161 |
| COMPUTER EQUIPMENT | 1870 | 1547 | 0 | 323 |
| COMPUTER EQUIPMENT | 1947 | 1695 | 0 | 252 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OFFICE SUPPLIES & POSTAGE | 1165 | 117 | 0 |
| TELEPHONE | 1540 | 15 | 0 |
| BANK CHARGES | 289 | 289 | 0 |
| DUES & SUBSCRIPTIONS | 2270 | 227 | 0 |
| COMPUTER EXPENSE | 1483 | 148 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| CLASS ACTION PROCEEDS-AOL | 9 | 9 | 9 |
| CLASS ACTION PROCEEDS-MERRILL LYNCH | 211 | 211 | 211 |
| CLASS ACTION PROCEEDS-ENRON | 1269 | 1269 | 1269 |
| CLASS ACTION PROCEEDS-AIG | 29 | 29 | 29 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUST DEPARTMENT FEES | Category |
| Amount | $1,024 | Amount |
| Net Investment Income | 1024 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | FRANK E BAXTER | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 ALMA REAL DRIVE | AddressLine1 |
| City | PACIFIC PALISADES | City |
| State | CA | State |
| ZIP Code | 90272 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PAYROLL TAXES | $1,918 | 19 | 0 |
| FILING FEES | $10 | 0 | 0 |
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