BAKER FAMILY GRACE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BAKER FAMILY GRACE FOUNDATION (EIN 85-3426955)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349108014
- Schema version
- 2024v5.2
- 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
- Applied To Prior Year Election
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T20:00:42-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 455494185 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DESROCHES PARTNERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 840 GESSNER RD STE 350 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 853426955 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BAKER FAMILY GRACE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAKE | BusinessNameControlTxt |
| Phone | 7133341100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9700 RICHMOND AVE STE 320 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77042 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY N BAKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7133341100 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISSY WILSON CPA | PreparerPersonNm |
| PTIN | P01272698 | PTIN |
| Phone | 7133600800 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $4,590,853 | 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 |
| Dividends Rev And Expnss | $111,997 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $111,997 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $111,997 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$201,725 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,277,585 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$89,728 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,997 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $111,997 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $619 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $619 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $429,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $429,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $429,619 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $429,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$519,347 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $111,997 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $111,997 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $5,110,200 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,590,853 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,590,853 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,110,200 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,590,853 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,590,853 | 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 | $5,110,200 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,590,853 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,110,200 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,590,853 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,110,200 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,590,853 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,110,200 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$519,347 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,590,853 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,590,853 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB #9102 - ST CAPITAL LOSS | P | 2024-01-01 | 2024-12-31 | $730,787 | $821,917 | -$91,130 | -$91,130 |
| CHARLES SCHWAB #9102 - LT CAPITAL LOSS | P | 2020-01-01 | 2024-12-31 | $546,798 | $657,393 | -$110,595 | -$110,595 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$201,725 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$91,130 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,557 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,557 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,557 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $87 | EsPenaltyAmt |
| Tax Due | $1,644 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GREGORY N BAKER | IndividualWithBooksNm |
| Phone | 7133341100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9700 RICHMOND AVE STE 320 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77042 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| GREGORY N BAKER | ||||||||
| 9700 RICHMOND AVE STE 320 | HOUSTON | TX | 77042 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| ELISSA M BAKER | ||||||||
| 9700 RICHMOND AVE STE 320 | HOUSTON | TX | 77042 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| LINA H BLODGETT | ||||||||
| 9700 RICHMOND AVE STE 320 | HOUSTON | TX | 77042 | SECRETARY | 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 | $5,455,192 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,455,192 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,455,192 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,828 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,373,364 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $268,668 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $268,668 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,557 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,557 | TotalTaxAmt |
| Distributable Before Adj | $267,111 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $267,111 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $267,111 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $429,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $429,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $267,111 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $94,393 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $429,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $94,393 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $267,111 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $67,496 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $67,496 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $67,496 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $67,496 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BELOVED AND BEYOND | ||||||
| 557 COUNTY ROAD 331 | ROSEBUD | TX | 76570 | NC | THE CONTRIBUTION WAS INTENDED TO HELP THE ORGANIZATION FUND ITS CHARITABLE MISSION AND ENDEAVORS. | $5,000 |
| FOCUS ON THE FAMILY | ||||||
| 8605 EXPLORER DRIVE | COLORADO SPRINGS | CO | 80920 | NC | THE CONTRIBUTION WAS INTENDED TO HELP THE ORGANIZATION FUND ITS CHARITABLE MISSION AND ENDEAVORS. | $100,000 |
| FOCUS ON THE FAMILY | ||||||
| 8605 EXPLORER DRIVE | COLORADO SPRINGS | CO | 80920 | NC | THE CONTRIBUTION WAS INTENDED TO HELP THE ORGANIZATION FUND ITS CHARITABLE MISSION AND ENDEAVORS. | $100,000 |
| GAME DAY MEMORIES | ||||||
| 23 INVERNESS WAY E STE 170 | ENGLEWOOD | CO | 80112 | NC | THE CONTRIBUTION WAS INTENDED TO HELP THE ORGANIZATION FUND ITS CHARITABLE MISSION AND ENDEAVORS. | $25,000 |
| LIFEHOUSE | ||||||
| PO BOX 27127 | HOUSTON | TX | 77227 | NC | THE CONTRIBUTION WAS INTENDED TO HELP THE ORGANIZATION FUND ITS CHARITABLE MISSION AND ENDEAVORS. | $10,000 |
| STAR OF HOPE | ||||||
| 4848 LOOP CENTRAL DRIVE SUITE 500 | HOUSTON | TX | 77081 | NC | THE CONTRIBUTION WAS INTENDED TO HELP THE ORGANIZATION FUND ITS CHARITABLE MISSION AND ENDEAVORS. | $12,500 |
| GLIOBLASTOMA FOUNDATION | ||||||
| 2451 CROASDAILE FARM PKWY SUITE 109 | DURHAM | NC | 27705 | NC | THE CONTRIBUTION WAS INTENDED TO HELP THE ORGANIZATION FUND ITS CHARITABLE MISSION AND ENDEAVORS. | $5,000 |
| FIRST LIBERTY INSTITUTE | ||||||
| 2001 WEST PLANO PARKWAY SUITE 1600 | PLANO | TX | 75075 | NC | THE CONTRIBUTION WAS INTENDED TO HELP THE ORGANIZATION FUND ITS CHARITABLE MISSION AND ENDEAVORS. | $50,000 |
| SEAL LEGACY FOUNDATION | ||||||
| 2110B BOCA RATON DR STE B-102 | AUSTIN | TX | 78747 | NC | THE CONTRIBUTION WAS INTENDED TO HELP THE ORGANIZATION FUND ITS CHARITABLE MISSION AND ENDEAVORS. | $1,000 |
| LIFEHOUSE | ||||||
| PO BOX 27127 | HOUSTON | TX | 77227 | NC | THE CONTRIBUTION WAS INTENDED TO HELP THE ORGANIZATION FUND ITS CHARITABLE MISSION AND ENDEAVORS. | $10,000 |
| MILITARY WARRIOR SUPPORT FOUNDATION | ||||||
| 211 N LOOP 1604 E 250 | SAN ANTONIO | TX | 78232 | NC | THE CONTRIBUTION WAS INTENDED TO HELP THE ORGANIZATION FUND ITS CHARITABLE MISSION AND ENDEAVORS. | $20,000 |
| COLORADO GAME DAY MEMORIES LLC | ||||||
| 23 INVERNESS WAY E STE 170 | EAGLEWOOD | CO | 80113 | NC | THE CONTRIBUTION WAS INTENDED TO HELP THE ORGANIZATION FUND ITS CHARITABLE MISSION AND ENDEAVORS. | $27,500 |
| ASCEND | ||||||
| 262 WEST 38TH STREET SUITE 503 | NEW YORK | NY | 10018 | NC | THE CONTRIBUTION WAS INTENDED TO HELP THE ORGANIZATION FUND ITS CHARITABLE MISSION AND ENDEAVORS. | $13,000 |
| FIRST LIBERTY INSTITUTE | ||||||
| 2001 WEST PLANO PARKWAY SUITE 1600 | PLANO | TX | 75075 | NC | THE CONTRIBUTION WAS INTENDED TO HELP THE ORGANIZATION FUND ITS CHARITABLE MISSION AND ENDEAVORS. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $429,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $111,997 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$201,725 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | -$89,728 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$89,728 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | THE DIVIDEND, INTEREST, AND CAPITAL GAIN INCOME IS THE RESULT OF THE |
| 4 | FOUNDATION'S ACTIVITY ON ITS OFFICIAL CHARLES SCHWAB #9102 BROKERAGE |
| 4 | ACCOUNT. THE INCOME IS BEING USED TO FINANCE THE FOUNDATION'S |
| 4 | CHARITABLE ENDEAVORS AND GOALS. |
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 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | REGULATIONS SECTION 53.4942(A)-3(C)(2) | ElectionDesc |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ATTORNEY GENERAL FILINGS ARE NOT REQUIRED IN TEXAS. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCK | StockNm |
| EOY Book Value | $4,590,853 | EOYBookValueAmt |
| EOYFMV | $4,590,853 | EOYFMVAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY ELISSA BAKER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4902 KAYLAN COURT | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77407 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID RELATED TO CHARLES SCHWAB #9102 | CategoryTxt |
| Amt | $619 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |