PATTY AND JAY BAKER FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PATTY AND JAY BAKER FOUNDATION INC (EIN 39-1776268)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202631329349104118
- Schema version
- 2025v4.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T15:43:02-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391128206 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GODFREY & KAHN SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 833 EAST MICHIGAN STREET SUITE 1800 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532025615 | 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 | 391776268 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATTY AND JAY BAKER FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O PETER M SOMMERHAUSER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATT | BusinessNameControlTxt |
| Phone | 4142733500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 833 E MICHIGAN ST 1800 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER M SOMMERHAUSER | PersonNm |
| Person Title | ASSISTANT SECRETARY | PersonTitleTxt |
| Phone | 4142733500 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY C SMITH | PreparerPersonNm |
| PTIN | P01579152 | PTIN |
| Phone | 4142733500 | PhoneNum |
| 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 | $123,636 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $41,554 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $41,554 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $41,554 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,554 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $57,357 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $57,357 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $57,357 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $57,357 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,065,286 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,065,286 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,122,643 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,122,643 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,081,089 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,554 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,204,725 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $123,636 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $123,636 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $2,204,725 | TotalAssetsBOYAmt |
| Total Assets EOY | $123,636 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $123,636 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,204,725 | RetainedEarningBOYAmt |
| Retained Earning EOY | $123,636 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,204,725 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $123,636 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,204,725 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $123,636 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,204,725 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,081,089 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $123,636 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $123,636 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $578 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $578 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $578 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,471 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,471 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,893 | OverpaymentAmt |
| Applied To ES Tax | $3,893 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4142733500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 833 E MICHIGAN ST 1800 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| JAY H BAKER | ||||||||
| 833 E MICHIGAN ST STE 1800 | MILWAUKEE | WI | 53202 | PRESIDENT/TREASURER/DIRECTOR | 0.00 | $0 | $0 | $0 |
| PATTY G BAKER | ||||||||
| 833 E MICHIGAN ST STE 1800 | MILWAUKEE | WI | 53202 | VICE PRES/SECRETARY/DIRECTOR | 0.00 | $0 | $0 | $0 |
| PETER M SOMMERHAUSER | ||||||||
| 833 E MICHIGAN ST STE 1800 | MILWAUKEE | WI | 53202 | ASSISTANT SECRETARY/DIRECTOR | 0.00 | $0 | $0 | $0 |
| JAMES N PHILLIPS | ||||||||
| 833 E MICHIGAN ST STE 1800 | MILWAUKEE | WI | 53202 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JEFFREY S BILLINGS | ||||||||
| 833 E MICHIGAN ST STE 1800 | MILWAUKEE | WI | 53202 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $466,398 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $466,398 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $466,398 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,996 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $459,402 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,970 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,970 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $578 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $578 | TotalTaxAmt |
| Distributable Before Adj | $22,392 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,392 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,392 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,122,643 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,122,643 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,392 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $946,534 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $4,036,678 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,799,986 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,783,198 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,122,643 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,392 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,100,251 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,883,449 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $946,534 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,936,915 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $4,036,678 | ExcessFromYear2Amt |
| Excess From Year1 | $13,799,986 | ExcessFromYear1Amt |
| Excess From Current Year | $2,100,251 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAY H BAKER | ContributingManagerNm |
| Contributing Manager | PATTY G BAKER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 4 PAWS ON DECK INC | ||||||
| 475 PRESTON RD | JEWETT CITY | CT | 06351 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| CASEY TO THE RESCUE DOG TRANSPORT INC | ||||||
| PO BOX 7105 | MERRIFIELD | VA | 22116 | PF | GENERAL OPERATING SUPPORT | $1,000 |
| DHARMA RESCUE FOR CATS AND DOGS | ||||||
| 516 E REDONDO BEACH BLVD | GARDENA | CA | 90248 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| EQUINE VOICES RESCUE & SANCTUARY | ||||||
| PO BOX 1685 | GREEN VALLEY | AZ | 85622 | PC | GENERAL OPERATING SUPPORT | $2,000 |
| HOOVES & PAWS ANIMAL RESCUE INC | ||||||
| 7303 POINDEXTER RD | LOUISA | VA | 23093 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| MUTTS WITH A MISSION | ||||||
| 2700 SHIRLEY LANDING DR | VIRGINIA BEACH | VA | 23457 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| NAPLES COMMUNITY HOSPITAL INC | ||||||
| 350 7TH ST N | NAPLES | FL | 34102 | PC | GENERAL OPERATING SUPPORT | $1,045,286 |
| PAWS OF HONOR INC | ||||||
| 263 MCLAWS CIR STE 104 | WILLIAMSBURG | VA | 23185 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| PAWS OF WAR INC | ||||||
| 127 SMITHTOWN BLVD | NESCONSET | NY | 11767 | PC | GENERAL OPERATING SUPPORT | $2,000 |
| PILOTS TO THE RESCUE INC | ||||||
| PO BOX 220040 | BROOKLYN | NY | 11222 | PC | GENERAL OPERATING SUPPORT | $2,000 |
| PROJECT K9 HERO | ||||||
| 309 BEAR PEN RD | WHITWELL | TN | 37397 | PC | GENERAL OPERATING SUPPORT | $2,000 |
| RING DOG RESCUE INC | ||||||
| PO BOX 28632 | RICHMOND | VA | 23228 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| SAVE-A-PET ANIMAL RESCUE INC | ||||||
| 608 PATCHOGUE RD | PORT JEFFERSON STATION | NY | 11776 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| SECOND CHANCES FOR BLIND DOGS FOUNDATION INC | ||||||
| 4335 VAN NUYS BLVD STE 190 | SHERMAN OAKS | CA | 91403 | PC | GENERAL OPERATING SUPPORT | $2,000 |
| SMILING DOG FARMS | ||||||
| 6915 S STATE HWY 60 | WHARTON | TX | 77488 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| THE NAPLES PLAYERS INC | ||||||
| 701 5TH AVENUE SOUTH | NAPLES | FL | 34102 | PC | GENERAL OPERATING SUPPORT | $1,000,000 |
| WOUNDED PAW PROJECT | ||||||
| 12644 CHAPEL RD UNIT 193 | CLIFTON | VA | 20124 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,065,286 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,554 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $41,554 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,554 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION & ACCOUNTING | CategoryTxt |
| Amt | $57,357 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $57,357 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASEY TO THE RESCUE DOG TRANSPORT INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7105 | AddressLine1Txt |
| City | MERRIFIELD | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2025-08-25 | GrantDt |
| Grant | $1,000 | GrantAmt |
| Purpose Of Grant | THE GRANT WAS TO BE USED FOR THE GENERAL SUPPORT OF THE GRANTEE AND SOLELY IN FURTHERANCE OF ITS CHARITABLE PURPOSE OF RESCUING ANIMALS AND TRANSPORTING THEM TO ANIMAL SHELTERS AND ADOPTION SHELTERS. | PurposeOfGrantTxt |
| Expended By Grantee | $1,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | GRANTOR HAS NO KNOWLEDGE OF THE GRANTEE DIVERTING ANY FUNDS. | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 05/08/26 | DatesOfReportsByGranteeTxt |
| Verification | 2026-05-08 | VerificationDt |
| Results Of Verification | THE GRANTEE CONFIRMED IN A LETTER DATED MAY 8, 2026 THAT IT SPENT THE ENTIRE $1,000 GRANT ON ITS CHARITABLE PURPOSE OF RESCUING ANIMALS AND TRANSPORTING THEM TO ANIMAL SHELTERS AND ADOPTION SHELTERS. THIS WILL BE THE FINAL REPORT FROM THE GRANTEE. | ResultsOfVerificationTxt |
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