DEXTER F AND DOROTHY H BAKER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DEXTER F AND DOROTHY H BAKER FOUNDATION (EIN 23-2453230)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-11
- IRS object ID
- 202313159349100711
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Cash Deemed Charitable Expln Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-11T17:19:04-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232896692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BBD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 MARKET STREET 3RD FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232453230 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEXTER F BAKER AND DOROTHY H BAKER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEXT | BusinessNameControlTxt |
| Phone | 6106061515 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4426 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN B ROYAL | PersonNm |
| Person Title | CHAIRPERSON | PersonTitleTxt |
| Phone | 6106061515 | PhoneNum |
| Signature | 2023-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | ROYAL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER SOLOT | PreparerPersonNm |
| PTIN | P00749373 | PTIN |
| Phone | 2155677770 | PhoneNum |
| Preparation | 2023-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,561,219 | 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 | $1,686 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,686 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $357,616 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $357,616 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$177,013 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,712,578 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $44,810 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $44,810 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $227,099 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $404,112 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $60,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,063 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,063 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $42,387 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $42,387 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $192,750 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $192,750 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $74,385 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,363 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,089 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,089 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $56,599 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $41,889 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,710 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $443,273 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,252 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $326,999 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $983,698 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $983,698 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,426,971 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,252 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,310,697 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,199,872 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $351,860 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,122,123 | CashBOYAmt |
| Cash EOY | $279,926 | CashEOYAmt |
| Cash EOYFMV | $279,926 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,336,082 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,326,306 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,798,665 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $11,403,225 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,156,814 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,463,739 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $18,889 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $18,889 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,861,430 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,781,935 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,561,219 | 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 | $15,861,430 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,781,935 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,861,430 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,781,935 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,861,430 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,781,935 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,861,430 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,199,872 | ExcessRevenueOverExpensesAmt |
| Other Increases | $203,671 | OtherIncreasesAmt |
| Subtotal | $14,865,229 | SubtotalAmt |
| Other Decreases | $83,294 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,781,935 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 39,362.2 SHS MATTHEWS | P | $579,805 | $695,631 | -$115,826 | -$115,826 |
| 53,386.161 SHS VANGUARD | P | $1,921,368 | $2,170,304 | -$248,936 | -$248,936 |
| K-1 ST CAPITAL GAINS | P | $47,424 | $47,424 | $47,424 | |
| K-1 LT CAPITAL LOSS | P | $23,656 | -$23,656 | -$23,656 | |
| LONG TERM CAPITAL GAIN | P | $163,981 | $163,981 | $163,981 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$177,013 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,891 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,891 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,891 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,584 | 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 | $9,584 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $37 | EsPenaltyAmt |
| Overpayment | $4,656 | OverpaymentAmt |
| Applied To ES Tax | $4,656 | 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 |
| 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 | LESLIE B BORIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6106061515 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4426 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18105 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN B ROYAL | ||||||||
| PO BOX 4426 | ALLENTOWN | PA | 18105 | TRUSTEE - CHAIRPERSON | 15.00 | $10,000 | $0 | $0 |
| LESLIE B BORIS | ||||||||
| PO BOX 4426 | ALLENTOWN | PA | 18105 | TRUSTEE - TREASURER | 15.00 | $10,000 | $0 | $0 |
| ELLEN B GHELARDI | ||||||||
| PO BOX 4426 | ALLENTOWN | PA | 18105 | TRUSTEE - SECRETARY | 15.00 | $10,000 | $0 | $0 |
| CAROL J BAKER | ||||||||
| PO BOX 4426 | ALLENTOWN | PA | 18105 | TRUSTEE | 15.00 | $10,000 | $0 | $0 |
| TIMOTHY L HOLT | ||||||||
| PO BOX 4426 | ALLENTOWN | PA | 18105 | TRUSTEE | 15.00 | $10,000 | $0 | $0 |
| JACK PAYNE | ||||||||
| PO BOX 4426 | ALLENTOWN | PA | 18105 | TRUSTEE | 15.00 | $10,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HARP-WEAVER LLC | |||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | MANAGEMENT SERVICES | $107,909 |
| TERESA CRAWFORD | |||||
| 2037 BRUNSINK DR NE | GRAND RAPIDS | MI | 49503 | DATA SPECIALIST | $69,841 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $24,057,592 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $404,488 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,462,080 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,462,080 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,205,748 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,256,332 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,162,817 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,162,817 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,891 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,891 | TotalTaxAmt |
| Distributable Before Adj | $1,157,926 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,157,926 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,157,926 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,310,697 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,310,697 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,157,926 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,193,130 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,310,697 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,193,130 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $117,567 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,040,359 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MANAGER - CO DEXTER F DOROTHY H BAK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4426 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6106061515 | RecipientPhoneNum |
| Recipient Email Address | MANAGER@DDBAKERFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | CONTACT MANAGER AT MANAGER@DDBAKERFOUNDATION.ORG FOR INSTRUCTIONS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CONTACT MANAGER AT MANAGER@DDBAKERFOUNDATION.ORG FOR INSTRUCTIONS | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE APPLICANT SHOULD HAVE FILED AT LEAST 2 IRS 990S; CONDUCT PROGRAMMING IN ARTS AND CULTURE, ENTREPRENEURSHIP, SOCIAL SERVICE INTITIATIVES, OR YOUTH DEVELOPMENT. WE FUND IN THE FOLLOWING REGIONS: LEHIGH VALLEY AND GREATER PHILADELPHIA, PA, SOUTHWEST, FL, GREATER DALLAS/FORT WORTH, TX AND SAN FRANCISCO AREA, CA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALLENTOWN ART MUSEUM | ||||||
| 31 N 5TH STREET | ALLENTOWN | PA | 18101 | PC | 2023 FREE FUN WEEKENDS 1 OF 1 | $10,000 |
| ALLENTOWN SYMPHONY ASSOCIATION | ||||||
| 23 NORTH SIXTH STREET | ALLENTOWN | PA | 18101 | PC | 2022-23 EL SISTEMA LV EXT | $5,000 |
| ALONZO KING LINES BALLET | ||||||
| 26 SEVENTH STREET 5TH FLOOR | SAN FRANCISCO | CA | 94103 | PC | 2021-22 HEART WITH LINES 2 OF 2 | $10,000 |
| BACH CHOIR OF BETHLEHEM | ||||||
| 440 HECKEWELDER PLACE | BETHLEHEM | PA | 18018 | PC | 2021-23 EDUCATIONAL COMM ENGMT 2 OF 2 | $15,000 |
| THE BAUM SCHOOL OF ART | ||||||
| 510 LINDEN STREET | ALLENTOWN | PA | 18101 | PC | 2021-23 OPERATING SUPPORT EXT | $15,000 |
| BIG THOUGHT | ||||||
| 1409 BOTHAM JEAN BLVD SUITE 1015 | DALLAS | TX | 75215 | PC | 2022-23 OPERATING SUPPORT 1 OF 2 | $32,500 |
| BOYS & GIRLS CLUB OF COLLIER COUNTY | ||||||
| 7500 DAVIS BLVD | NAPLES | FL | 34104 | PC | 2021-22 ELEMENTARY AGE ENRICHMENT PROG 2 OF 2 | $20,000 |
| BOYS & GIRLS CLUB OF COLLIER COUNTY | ||||||
| 7500 DAVIS BLVD | NAPLES | FL | 34104 | PC | HURRICANE IAN SUPPORT 1 OF 1 | $5,000 |
| BOYS AND GIRLS CLUB OF ALLENTOWN | ||||||
| 720 NORTH 6TH STREET | ALLENTOWN | PA | 18102 | PC | 2021-23 OPERATING SUPPORT 2 OF 2 | $30,000 |
| CCSA FOUNDATION | ||||||
| 1500 HIGHLAND AVE | CHESTER | PA | 19013 | PC | SUMMER & SCHL YR EARLY LIT PRGM 2 OF 2 | $10,000 |
| COMMUNITIES IN SCHOOLS OF EASTERN PA | ||||||
| 739 N 12TH ST | ALLENTOWN | PA | 18102 | PC | 2021-23 INTEGRATED STUDENT SUPPORTS 2 OF 2 | $25,000 |
| COMMUNITY BIKE WORKS | ||||||
| 235 N MADISON ST | ALLENTOWN | PA | 18102 | PC | 2021-23 LV YOUTH BIKE MENTORING 2 OF 2 | $15,000 |
| COMMUNITY MUSIC SCHOOL | ||||||
| 1544 WEST HAMILTON STREET | ALLENTOWN | PA | 18102 | PC | 2021-23 OPERATING SUPPORT 2 OF 2 | $15,000 |
| CRADLE OF LIBERTY BSA | ||||||
| 1485 VALLEY FORGE ROAD | WAYNE | PA | 19087 | PC | 2021-23 LAUNCH OF EXPLORER CLUBS EXT | $15,000 |
| ELDERNET OF LOWER MERION AND NARBERTH | ||||||
| 9 SOUTH BRYN MAWR AVENUE | BRYN MAWR | PA | 19010 | PC | 2021-23 CAPACITY BLDG 2 OF 2 | $5,000 |
| EPISCOPAL COMMUNITY SERVICES | ||||||
| 225 S 3RD ST | PHILADELPHIA | PA | 19106 | PC | 2021-23 MINDSET PROG 2 OF 2 | $5,000 |
| FLORIDA REPERTORY THEATRE | ||||||
| 2268 BAY STREET | FORT MYERS | FL | 33901 | PC | 2022-23 SHAKESPEARE HS TOUR MACBETH 1 OF 1 | $5,000 |
| FLORIDA REPERTORY THEATRE | ||||||
| 2268 BAY STREET | FORT MYERS | FL | 33901 | PC | HURRICANE IAN SUPPORT 1 OF 1 | $10,000 |
| GIRL SCOUTS OF NORTHEAST TEXAS | ||||||
| 6001 SUMMERSIDE DRIVE | DALLAS | TX | 75252 | PC | 2021-23 ROBOTICS/STEM PROG 2 OF 2 | $25,000 |
| KELLYN FOUNDATION | ||||||
| 336 BUSHKILL STREET PO BOX 369 | TATAMY | PA | 18085 | PC | 2023 INTENSIVE THERAPEUTIC LIFESTYLE CHANGE INT 1 OF 1 | $30,000 |
| KORESH DANCE COMPANY | ||||||
| 2002 RITTENHOUSE SQUARE | PHILADELPHIA | PA | 19103 | PC | 2021-23 KORESH KIDS DANCE 1 OF 2 | $15,000 |
| KORESH DANCE COMPANY | ||||||
| 2002 RITTENHOUSE SQUARE | PHILADELPHIA | PA | 19103 | PC | STRATEGIC PLAN FOR ORG ADVANCEMENT 1 OF 1 | $12,500 |
| LAFAYETTE COLLEGE | ||||||
| 730 HIGH ST | EASTON | PA | 18042 | PC | 2022-23 WILLIAMS CENTER FOR ARTS/DANCE PROG 2 OF 2 | $10,000 |
| LEHIGH UNIVERSITY | ||||||
| 306 S NEW ST SUITE 500 | BETHLEHEM | PA | 18015 | PC | LEHIGH UNIVERSITY CHECK PMT #12C | $9,198 |
| LEHIGH UNIVERSITY | ||||||
| 306 S NEW ST SUITE 500 | BETHLEHEM | PA | 18015 | PC | LEHIGH UNIVERSITY PMT #14 | $125,000 |
| LEHIGH UNIVERSITY | ||||||
| 306 S NEW ST SUITE 500 | BETHLEHEM | PA | 18015 | PC | LEHIGH UNIVERSITY PMT #15 | $125,000 |
| LEHIGH UNIVERSITY | ||||||
| 306 S NEW ST SUITE 500 | BETHLEHEM | PA | 18015 | PC | LEHIGH UNIVERSITY PMT #16 | $25,000 |
| LEHIGH UNIVERSITY | ||||||
| 306 S NEW ST SUITE 500 | BETHLEHEM | PA | 18015 | PC | ZOELLNER ARTS CENTER 2022 MICHAEL FEINSTEIN BAKER CELEBRATION 1 OF 1 | $25,000 |
| LEHIGH VALLEY ARTS & CULTURAL ALLIANCE | ||||||
| PO BOX 20591 | LEHIGH VALLEY | PA | 180020591 | PC | 2021-23 STRATEGIC OPERATING SUPPORT 2 OF 2 | $15,000 |
| LEHIGH VALLEY ARTS & CULTURAL ALLIANCE | ||||||
| PO BOX 20591 | LEHIGH VALLEY | PA | 180020591 | PC | 2021-23 TANGO ALLENTOWN NEW NPP EXT | $12,000 |
| LEHIGH VALLEY CHILDREN'S CENTER | ||||||
| 1501 LEHIGH STREET SUITE 208 | ALLENTOWN | PA | 18103 | PC | 2021-23 LVCC SUMMER ENRCHMT ACTIVITIES 2 OF 2 | $5,000 |
| LEHIGH VALLEY HOSPITAL INC | ||||||
| 1200 SOUTH CEDAR CREST BLVD | ALLENTOWN | PA | 181036202 | PC | 2021-23 SCHOOL BASED HEALTH SVS TELEHEALTH 2 OF 2 | $15,000 |
| LEHIGH VALLEY HOSPITAL INC | ||||||
| 1200 SOUTH CEDAR CREST BLVD | ALLENTOWN | PA | 181036202 | PC | 2021-23 LV REILLY CHILDRENS HOSPITAL BEHAVIORAL HEALTH 2 OF 2 | $15,000 |
| MAIN LINE ART CENTER | ||||||
| 746 PANMURE ROAD | HAVERFORD | PA | 19041 | PC | 2021-23 MLAC PROG SUPPORT 2 OF 2 | $15,000 |
| MEALS ON WHEELS GREATER LV | ||||||
| 4240 FRITCH DR | BETHLEHEM | PA | 18020 | PC | 2021-23 MEAL DELIVERY PROG 2 OF 2 | $14,000 |
| MORAVIAN COLLEGE | ||||||
| 1200 MAIN STREET | BETHLEHEM | PA | 18018 | PC | 2021-23 MUCO BAKER GUEST ARTIST PROG 2 OF 2 | $2,000 |
| MUHLENBERG COLLEGE | ||||||
| 2400 CHEW STREET | ALLENTOWN | PA | 18104 | PC | 2019-22 BAKER MERIT SCHOLARS CLASS 2023 4 OF 4 | $9,000 |
| MUHLENBERG COLLEGE | ||||||
| 2400 CHEW STREET | ALLENTOWN | PA | 18104 | PC | 2020-23 BAKER MERIT SCHOLARS CLASS 2024 3 OF 4 | $9,000 |
| MUHLENBERG COLLEGE | ||||||
| 2400 CHEW STREET | ALLENTOWN | PA | 18104 | PC | BAKER MERIT SCHOLARS CLASS 2025 2 OF 4 | $9,000 |
| MUHLENBERG COLLEGE | ||||||
| 2400 CHEW STREET | ALLENTOWN | PA | 18104 | PC | BAKER MERIT SCHOLARS CLASS 2026 1 OF 4 | $9,000 |
| MUHLENBERG COLLEGE | ||||||
| 2400 CHEW STREET | ALLENTOWN | PA | 18104 | PC | 2022-23 BAKER ARTIST IN RESIDENCE | $15,000 |
| NATIONAL MUSEUM OF INDUSTRIAL HISTORY | ||||||
| 602 E 2ND STREET | BETHLEHEM | PA | 18015 | PC | 2023 INDUSTRIAL REVOLUTION FIELD TRIP 1 OF 1 | $5,000 |
| NATIONAL SCIENCE VISITORS CENTER | ||||||
| PO BOX 80 | OLD ZIONSVILLE | PA | 18068 | PC | 2022 EARTHWALK EXPLORER 1 OF 1 | $7,500 |
| NEW HORIZONS OF NORTH TEXAS | ||||||
| 300 STATE STREET PO BOX 93134 | SOUTHLAKE | TX | 76092 | PC | 2021-23 SUPER KIDS CLUB EXT | $10,000 |
| NEW HORIZONS OF SOUTHWEST FLORIDA | ||||||
| PO BOX 111833 | NAPLES | FL | 34108 | PC | 2021-23 SUPER KIDS CLUB/TEENS CLUB 2 OF 2 | $30,000 |
| NEW HORIZONS OF SOUTHWEST FLORIDA | ||||||
| PO BOX 111833 | NAPLES | FL | 34108 | PC | HURRICANE IAN SUPPORT 1 OF 1 | $15,000 |
| OUT TEACH | ||||||
| ONE THOMAS CIRCLE NW SUITE 700 | WASHINGTON | DC | 20005 | PC | 2021-23 OPERATING SUPPORT 2 OF 2 | $12,000 |
| PINEBROOK FAMILY ANSWERS | ||||||
| 402 NORTH FULTON STREET | ALLENTOWN | PA | 18102 | PC | 2022 MAKING THE GRADE 1 OF 1 | $10,000 |
| PRATYUSH SINHA FOUNDATION | ||||||
| 961 MARCON BLVD NO 102 | ALLENTOWN | PA | 18109 | PC | 2022-23 MIDDLE SCHOOL MINDFULNESS 1 OF 1 | $7,500 |
| TEXAS BALLET THEATER | ||||||
| 1540 MALL CIR | FORT WORTH | TX | 76116 | PC | 2022-23 COMMUNITY ENRICHMENT PROG 1 OF 1 | $25,000 |
| THE LITERACY CENTER | ||||||
| 1132 W HAMILTON STREET SUITE 300 | ALLENTOWN | PA | 18101 | PC | 2021-23 ADULT ESL PROG 2 OF 2 | $15,000 |
| THIRD STREET ALLIANCE FOR WOMEN AND CHILDREN | ||||||
| 41 NORTH THIRD STREET | EASTON | PA | 18042 | PC | 2021-23 HOUSING NAVIGATION 2 OF 2 | $7,500 |
| TOUCHSTONE THEATRE | ||||||
| 321 EAST FOURTH STREET | BETHLEHEM | PA | 18015 | PC | 2023 WE CAN PROJECT 1 OF 1 | $10,000 |
| UNITED WAY OF GREATER LEHIGH VALLEY | ||||||
| 1110 AMERICAN PKWY NE SUITE F-120 | ALLENTOWN | PA | 18109 | PC | 2022-23 LV READS 2 OF 2 | $5,000 |
| UNITED WAY OF GREATER LEHIGH VALLEY | ||||||
| 1110 AMERICAN PKWY NE SUITE F-120 | ALLENTOWN | PA | 18109 | PC | 2021-23 LV FOOD POLICY COUNCIL NUTRITION 2 OF 2 | $5,000 |
| VALLEY YOUTH HOUSE | ||||||
| 3400 HIGH POINT BLVD | BETHLEHEM | PA | 18017 | PC | 2023 AAI 1 OF 1 | $10,000 |
| VALLEY YOUTH HOUSE | ||||||
| 3400 HIGH POINT BLVD | BETHLEHEM | PA | 18017 | PC | 2023 CAMP FOWLER STEM SESSIONS 1 OF 1 | $10,000 |
| WILDLANDS CONSERVANCY | ||||||
| 3701 ORCHID PLACE | EMMAUS | PA | 18049 | PC | 2023 WILD ABOUT LEARNING 1 OF 1 | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $983,698 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BIG THOUGHT | ||||||
| 1409 S LAMART ST 1015 | DALLAS | TX | 75215 | PC | 2022-23 OPERATING SUPPORT 2 OF 2 | $32,500 |
| LEHIGH UNIVERSITY | ||||||
| 27 MEMORIAL DRIVE W | BETHLEHEM | PA | 18015 | PC | LEHIGH UNIVERSITY PMT #16C THROUGH 40 | $3,100,000 |
| MUHLENBERG COLLEGE | ||||||
| 2400 CHEW STREET | ALLENTOWN | PA | 181045586 | PC | 2021-2024 BAKER MERIT SCHOLARS, CLASS OF 2024, PMT 4 OF 4 | $9,000 |
| MUHLENBERG COLLEGE | ||||||
| 2400 CHEW STREET | ALLENTOWN | PA | 181045586 | PC | 2021-2024 BAKER MERIT SCHOLARS, CLASS OF 2025, PMT 3 AND 4 | $18,000 |
| MUHLENBERG COLLEGE | ||||||
| 2400 CHEW STREET | ALLENTOWN | PA | 181045586 | PC | 2022-2025 BAKER MERIT SCHOLARS, CLASS OF 2026, PMT 2, 3, 4 | $27,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,186,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,686 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $357,616 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$177,013 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER K-1 INCOME | Desc |
| Business | 523000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,810 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $227,099 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $227,099 | 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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT/TAX PREP | $11,700 | $0 | $11,700 |
| BOOKKEEPING | $9,642 | $0 | $9,642 |
| COURT ACCOUNTING | $21,045 | $0 | $21,045 |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | IN ACCORDANCE WITH REG. 53.4942(A)-2(C)(3)(IV), THE ABOVE REFERENCED FOUNDATION IS EXCLUDING FROM ITS MINIMUM INVESTMENT RETURN (MIR) CALCULATION A TOTAL OF $1,205,748 IN CASH THAT IT DEEMS HELD FOR CHARITABLE ACTIVITIES. THIS AMOUNT IS IN EXCESS OF 1.5% OF THE FAIR MARKET VALUE OF THE FOUNDATION'S NOCHARITABLE-USE ASSETS. THE FOLLOWING INFORMATION IS SUBMITTED IN SUPPORT OF THE EXCLUSION FROM MIR OF THIS AMOUNT.1. FAIR MARKET VALUE OF FOUNDATION'S NONCHARITABLE-USE ASSETS: $24,462,0802. 1.5% OF LINE 1: $366,9313. FACTS AND CIRCUMSTANCES JUSTIFYING THE EXCLUSION OF AN AMOUNT IN EXCESS OF THE AMOUNT IN LINE 2: FOR THE PAST THREE YEARS THE FOUNDATION HAS INCURRED EXPENDITURES FOR CHARITABLE PURPOSES OF $1,193,029 (2020), $1,113,532 (2021), AND $1,310,682 (2022) FOR AN AVERAGE OF $1,205,748 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES. | ShortExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB - COMMON STOCK | StockNm |
| EOY Book Value | $1,326,306 | EOYBookValueAmt |
| EOYFMV | $8,798,665 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB - MUTUAL FUNDS | AT COST | $1,622,143 | $2,836,948 |
| CHARLES SCHWAB - EXCHANGE TRADED FUNDS | AT COST | $5,508,404 | $5,259,358 |
| GREENHOUSE OVERSEAS FUND LTD | AT COST | $1,450,000 | $2,180,442 |
| RADCLIFFE INTERNATIONAL ULTRA SHORT DURATION FUND LTD | AT COST | $550,100 | $1,088,603 |
| RENAISSANCE INSTITUTIONAL EQUITIES FUND LLC | AT COST | $1,100,000 | $1,267,931 |
| EAGLE POINT CORE INCOME FUND NON-US LP | AT COST | $1,126,167 | $1,059,854 |
| RADCLIFFE INTERNATIONAL SPAC FUND | AT COST | $1,800,000 | $1,770,603 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,063 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,063 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT CLEARING | Desc |
| EOY Book Value | $18,889 | EOYBookValueAmt |
| EOYFMV | $18,889 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 BOOK TO TAX DIFFERENCES | Desc |
| Amt | $83,294 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $202 | $0 | $202 |
| TELEPHONE | $672 | $0 | $672 |
| PRINTING | $150 | $0 | $150 |
| POSTAGE | $621 | $0 | $621 |
| DUES | $4,670 | $0 | $4,670 |
| INTERNET AND WEB SERVICES | $5,818 | $0 | $5,818 |
| INSURANCE | $1,854 | $0 | $1,854 |
| MISCELLANEOUS | $723 | $0 | $723 |
| INVESTMENT ADVISORY FEES | $20,000 | $20,000 | $0 |
| K-1 INVESTMENT EXPENSES | $21,889 | $21,889 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER K-1 INCOME | Desc |
| Revenue And Expenses Per Books | $44,810 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $44,810 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $44,810 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAIN ON STOCK TRANSFER TO GRANT RECIPIENT | Desc |
| Amt | $203,671 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $192,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $192,750 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $10,363 | $10,363 | $0 |
| EXCISE TAX | $64,022 | $0 | $0 |