K & F BAXTER FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- K & F BAXTER FAMILY FOUNDATION (EIN 95-4633505)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202621329349102752
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T13:02:57-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113297162 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONATHAN L ANDERSON CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1003 PARK BLVD STE 4 | AddressLine1Txt |
| City | MASSAPEQUA PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11762 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954633505 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | K&F BAXTER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O WHITTIER TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | K&FB | BusinessNameControlTxt |
| Phone | 6264415111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 E COLORADO BLVD STE 800 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HALEY KIRK DAHL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6264415111 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JONATHAN L ANDERSON | PreparerPersonNm |
| PTIN | P00082376 | PTIN |
| Phone | 5167951400 | PhoneNum |
| Preparation | 2026-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $279,814 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $475,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,240 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,240 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $477,240 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,240 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,400 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $996 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $184 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $148 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,161 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $9,105 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,462 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $184 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $485,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $485,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $494,105 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,462 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $485,184 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,865 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $42,509 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,644 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,644 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $241,171 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $386,436 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $241,171 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $241,171 | PledgesRcvblEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,999 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,999 | LandBldgEquipAccumDeprecAmt |
| Land EOYFMV | $12,999 | LandEOYFMVAmt |
| Total Assets BOY | $428,945 | TotalAssetsBOYAmt |
| Total Assets EOY | $266,815 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $279,814 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $386,436 | GrantsPayableBOYAmt |
| Grants Payable EOY | $241,171 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $386,436 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $241,171 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $42,509 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,644 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,509 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,644 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $428,945 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $266,815 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,509 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,865 | ExcessRevenueOverExpensesAmt |
| Subtotal | $25,644 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $25,644 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HALEY KIRK DAHL | IndividualWithBooksNm |
| Phone | 6264415111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 E COLORADO BLVD STE 800 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KATHRINE F BAXTER | ||||||||
| 177 E COLORADO BLVD STE 800 | PASADENA | CA | 91105 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| HALEY KIRK DAHL | ||||||||
| 177 E COLORADO BLVD STE 800 | PASADENA | CA | 91105 | TREASURER | 2.00 | $0 | $0 | $0 |
| BILL SIMON | ||||||||
| 177 E COLORADO BLVD STE 800 | PASADENA | CA | 91105 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PATRICK SCHAFFER | ||||||||
| 177 E COLORADO BLVD STE 800 | PASADENA | CA | 91105 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STACEY BELL | ||||||||
| 177 E COLORADO BLVD STE 800 | PASADENA | CA | 91105 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MATTHEW BAXTER | ||||||||
| 177 E COLORADO BLVD STE 800 | PASADENA | CA | 91105 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KEATH SILVA | ||||||||
| 177 E COLORADO BLVD STE 800 | PASADENA | CA | 91105 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,484 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,484 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $39,484 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $592 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,892 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,945 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,945 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $1,945 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,945 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,945 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $485,184 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $485,184 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,945 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $405,254 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $840,625 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,389,509 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,464,763 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $780,875 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,881,026 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $485,184 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,945 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $483,239 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,364,265 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $405,254 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,959,011 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $840,625 | ExcessFromYear4Amt |
| Excess From Year3 | $1,389,509 | ExcessFromYear3Amt |
| Excess From Year2 | $1,464,763 | ExcessFromYear2Amt |
| Excess From Year1 | $780,875 | ExcessFromYear1Amt |
| Excess From Current Year | $483,239 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ALLIANCE COLLEGE-READY PUBLIC | |||||||||
| SCHOOLS FOUNDATION | PO BOX 86609 | LOS ANGELES | CA | 900860609 | NONE | POF | GENERAL | $15,000 | |
| AUBURN PLACER PERFORMING ARTS | |||||||||
| CENTER INC | PO BOX 7733 | AUBURN | CA | 95603 | NONE | POF | GENERAL | $5,000 | |
| AUBURN SYMPHONY | |||||||||
| PO BOX 74 | AUBURN | CA | 95604 | NONE | POF | GENERAL | $10,000 | ||
| BARROW NEUROLOGICAL FOUNDATION | |||||||||
| 2910 N 3RD AVE | PHOENIX | AZ | 85013 | NONE | POF | GENERAL | $30,000 | STE 450 | |
| CEDAR SINAI MEDICAL CENTER | |||||||||
| 6400 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | POF | GENERAL | $12,500 | STE 1600 | |
| COALITION FOR HUMAN IMMIGRANT | |||||||||
| RIGHTS-CHIRLA | 2533 WEST 3RD ST | LOS ANGELES | CA | 90057 | NONE | POF | GENERAL | $20,000 | STE 101 |
| CHRYSALIS | |||||||||
| 1853 LINCOLN BLVD | SANTA MONICA | CA | 90404 | NONE | POF | GENERAL | $5,000 | ||
| CONTRA COSTA PUBLIC EDUCATION | |||||||||
| FUND | 1400 MARINA WAY S | RICHMOND | CA | 94804 | NONE | POF | GENERAL | $10,000 | |
| EAST BAY CENTER FOR THE PERFORMING | |||||||||
| ARTS | 339 11TH ST | RICHMOND | CA | 94801 | NONE | POF | GENERAL | $5,000 | |
| EL CERRITO HIGH SCHOOL ACTIVITIES | |||||||||
| FUND | 540 ASHBURY AVE | EL CERRITO | CA | 94530 | NONE | POF | GENERAL | $30,000 | |
| IMMIGRANT LEGAL RESOURCE CENTER | |||||||||
| C/O DEVELOPMENT DEPT | 268 BUSH ST | SAN FRANCISCO | CA | 94104 | NONE | POF | GENERAL | $20,000 | |
| INNER CITY ARTS | |||||||||
| 720 KOHLER ST | LOS ANGELES | CA | 90021 | NONE | POF | GENERAL | $10,000 | ||
| INTERNATIONAL MEDICAL CORPS | |||||||||
| 12400 WILSHIRE BLVD | LOS ANGELES | CA | 90025 | NONE | POF | GENERAL | $7,000 | STE 1500 | |
| LIBRARY FOUNDATION OF LOS ANGELES | |||||||||
| 630 WEST FIFTH ST | LOS ANGELES | CA | 90071 | NONE | POF | GENERAL | $6,000 | FL 5 | |
| MADERA ELEMENTARY FOUNDATION | |||||||||
| 8500 MADERA DRIVE | EL CERRITO | CA | 94530 | NONE | POF | GENERAL | $40,000 | ||
| PACIFIC COUNCIL OF INTERNATIONAL | |||||||||
| POLICY | 725 S FIGUEROA ST | LOS ANGELES | CA | 90017 | NONE | POF | GENERAL | $50,000 | STE 450 |
| PLACER UNION HIGH SCHOOL DISTRICT | |||||||||
| 13000 NEW AIRPORT RD | AUBURN | CA | 95603 | NONE | POF | GENERAL | $10,000 | ||
| PLACER HIGH SCHOOL MUSIC BOOSTERS | |||||||||
| PO BOX 5576 | AUBURN | CA | 95604 | NONE | POF | GENERAL | $5,000 | ||
| SIERRA COLLEGE FOUNDATION | |||||||||
| 5100 SIERRA COLLEGE BLVD | ROCKLIN | CA | 95677 | NONE | POF | GENERAL | $10,000 | ||
| ST MONICA CATHOLIC HIGH SCHOOL | |||||||||
| 1030 LINCOLN BLVD | SANTA MONICA | CA | 90403 | NONE | POF | GENERAL | $30,000 | ||
| STAND TOGETHER TRUST INSTITUTE | |||||||||
| FOR HUMANE SOCIETY | 1320 N COURTHOUSE RD | ARLINGTON | VA | 22201 | NONE | POF | GENERAL | $20,000 | STE 500 |
| STEP ONE SCHOOL | |||||||||
| 499 SPRUCE ST | BERKELEY | CA | 94708 | NONE | POF | GENERAL | $10,000 | ||
| UNITED WAY OF THE COLUMBIA GORGE | |||||||||
| FIRE RELIEF | PO BOX 2 | HOOD RIVER | OR | 97031 | NONE | POF | GENERAL | $5,000 | |
| UCLA FOUNDATION | |||||||||
| 10889 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | POF | GENERAL | $7,000 | STE 1000 | |
| UNIVERSITY OF BERKELEY FOUNDATION | |||||||||
| DONORS & GIFTS SERVICES | 1995 UNIVERSITY AVE | BERKELEY | CA | 94704 | NONE | POF | GENERAL | $100,000 | SUITE 400 |
| VILLAGE SCHOOL GENERAL OPERATING | |||||||||
| SUPPORT | 272-278 WEST 10TH ST | NEW YORK | NY | 10014 | NONE | POF | GENERAL | $12,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $485,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,240 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,240 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,240 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| FRANK E BAXTER | |||||||
| 1 | C/O WHITTIER TRUST CO | 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | $40,000 | Yes (X) |
| KATHRINE BAXTER | |||||||
| 2 | C/O WHITTIER TRUST COMPANY | 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | $435,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX FEES | CategoryTxt |
| Amt | $4,800 | Amt |
| Net Investment Income | $2,400 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|
| OFFICE FURNITURE | 2000-12-01 | $1,452 | $1,452 | 200DB | 7.0000 |
| COMPUTER EQUIPMENT | 2002-10-11 | $2,888 | $2,888 | 200DB | 5.0000 |
| COMPUTER EQUIPMENT | 2004-04-27 | $2,054 | $2,054 | 200DB | 5.0000 |
| COMPUTER EQUIPMENT | 2006-02-10 | $2,788 | $2,788 | 200DB | 5.0000 |
| COMPUTER EQUIPMENT | 2007-07-23 | $1,870 | $1,870 | 200DB | 5.0000 |
| COMPUTER EQUIPMENT | 2008-03-15 | $1,947 | $1,947 | 200DB | 5.0000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BUILDLINGS | CategoryOrItemTxt |
| Cost Or Other Basis | $12,999 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $12,999 | AccumulatedDepreciationAmt |
| EOYFMV | $12,999 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| MEMBERSHIP FEES | $850 |
| BOARD MEETINGS | $2,311 |
| REIMBURSED EXPENSES |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRUSTEE FEES | $246 | $62 | $184 |
| INSURANCE | $750 | ||
| CHARITABLE ASSISTANCE FEES |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FILING FEES | $100 |
| FEDERAL EXCISE TAX | $48 |
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