H & F BAKER FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- H & F BAKER FOUNDATION INC (EIN 46-1453390)
- Tax period
- 2024-12-01 to 2025-11-30
- Filed
- 2026-04-10
- IRS object ID
- 202621009349100002
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-10T00:05:47-05:00 | ReturnTs |
| Tax Period End | 2025-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 WOOD AVENUE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461453390 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE H & F BAKER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE H & F BAKER FOUNDATION | InCareOfNm |
| Business Name Control | H&FB | BusinessNameControlTxt |
| Phone | 2123395600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 860 WASHINGTON ST 3RD FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FELIZ BAKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5163360393 | PhoneNum |
| Signature | 2026-04-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL SALES | PreparerPersonNm |
| PTIN | P01770943 | PTIN |
| Phone | 7325164200 | PhoneNum |
| Preparation | 2026-04-07 | 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 | $147,398,207 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,631,181 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,631,181 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,366,976 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,366,976 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $516,804 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $516,804 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $516,804 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$177,628 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$183,169 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,337,333 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,331,792 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $4,251 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,251 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,858 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,429 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,429 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $198,614 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,099 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $191,515 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $55,011 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $792 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $792 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,934 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $175 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $287,460 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,703 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $213,487 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,079,088 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,079,088 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,366,548 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,703 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,292,575 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,029,215 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,314,089 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,788 | CashBOYAmt |
| Cash EOY | $79,341 | CashEOYAmt |
| Cash EOYFMV | $79,341 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $45,607,084 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $65,644,639 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $65,644,639 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $30,230,236 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,283,684 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,283,684 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $39,860,392 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $16,994,364 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,107,565 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $41,813,835 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $97,145,156 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,115,229 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $147,398,207 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $97,145,156 | RetainedEarningBOYAmt |
| Retained Earning EOY | $88,115,229 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $97,145,156 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $88,115,229 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $97,145,156 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $88,115,229 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $97,145,156 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,029,215 | ExcessRevenueOverExpensesAmt |
| Subtotal | $88,115,941 | SubtotalAmt |
| Other Decreases | $712 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $88,115,229 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FUND 2 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $516,804 | GrossSalesPriceAmt |
| Gain Or Loss | $516,804 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $516,804 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $516,804 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $59,966 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $59,966 | SubtotalAmt |
| Tax Based On Investment Income | $59,966 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $69,350 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $69,350 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,384 | OverpaymentAmt |
| Applied To ES Tax | $9,384 | AppliedToESTaxAmt |
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 | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE H & F BAKER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123395600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 860 WASHINGTON STREET 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10014 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| FELIX BAKER | ||||||||
| 860 WASHINGTON STREET 3RD FLOOR | NEW YORK | NY | 10014 | PRESIDENT,TREASURER,SECRETARY | 1.0 | $0 | $0 | $0 |
| HEATHER BAKER | ||||||||
| 860 WASHINGTON STREET 3RD FLOOR | NEW YORK | NY | 10014 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAMPLAND ADVISORY GROUP LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 W 16TH ST APT 8G | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING SERVICES | ServiceTypeTxt |
| Compensation | $164,962 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $33,099,080 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,636,963 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $34,344,676 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $138,080,719 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $138,080,719 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,071,211 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $136,009,508 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,800,475 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,800,475 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $59,966 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $59,966 | TotalTaxAmt |
| Distributable Before Adj | $6,740,509 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,740,509 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,740,509 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,292,575 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $13,292,575 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,740,509 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,099,841 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,909,932 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,440,419 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,174,549 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,580,590 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $37,205,331 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,292,575 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $6,740,509 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,552,066 | RemainingDistriFromCorpusAmt |
| Total Corpus | $43,757,397 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,099,841 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $42,657,556 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,909,932 | ExcessFromYear4Amt |
| Excess From Year3 | $8,440,419 | ExcessFromYear3Amt |
| Excess From Year2 | $9,174,549 | ExcessFromYear2Amt |
| Excess From Year1 | $8,580,590 | ExcessFromYear1Amt |
| Excess From Current Year | $6,552,066 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FELIX BAKER HEATHER BAKER | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Jewish University | |||||||
| 15600 Mulholland Dr | Los Angeles | CA | 90077 | N/A | PC | To promote the work of American Jewish University | $50,000 |
| American University | |||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 200168002 | N/A | PC | To promote the work of American University | $5,000 |
| Camp Ramah in the Poconos | |||||||
| 2618 Upper Woods Rd | Lakewood | PA | 18439 | N/A | PC | To promote the work of Camp Ramah in the Poconos | $175,000 |
| Carbon Containment Lab | |||||||
| 83-87 AUDUBON ST | NEW HAVEN | CT | 065101207 | N/A | PC | To promote the work of Carbon Containment Lab | $400,000 |
| Center For Hearing & Speech | |||||||
| 9835 MANCHESTER RD | SAINT LOUIS | MO | 631191243 | N/A | PC | To promote the work of the Center For Hearing & Speech | $421,150 |
| Center for Hearing and Communication | |||||||
| 50 BROADWAY 6TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | To promote the work of the Center for Hearing and Communication | $283,838 |
| Collegiate School Inc | |||||||
| 301 FREEDOM PL S | NEW YORK | NY | 100690927 | N/A | PC | To promote the work of the Collegiate School | $1,725,000 |
| Family Equality | |||||||
| 475 Park Avenue South Ste 2100 | New York | NY | 10016 | N/A | PC | To promote the work of Family Equality | $30,000 |
| Foundation for Jewish Camp Inc | |||||||
| 253 West 35th Street 4th Floor | NEW YORK | NY | 100011907 | N/A | PC | To promote the work of Foundation for Jewish Camp Inc. | $50,000 |
| Hamptons Community Outreach | |||||||
| 374 LOPERS PATH | Water Mill | NY | 119762213 | N/A | PC | To promote the work of Hamptons Community Outreach | $10,000 |
| Hebrew College | |||||||
| 1860 WASHINGTON ST | NEWTON | MA | 024663008 | N/A | PC | To promote the work of Hebrew College | $100,000 |
| Hebrew Union College-Jewish Institute of Religion | |||||||
| 3101 CLIFTON AVE | CINCINNATI | OH | 452202404 | N/A | PC | To promote the work of Hebrew Union College-Jewish Institute of Religion | $50,000 |
| Hillel The Foundation for Jewish Campus Life | |||||||
| 800 Eighth Street | NW Washington | DC | 20001 | N/A | PC | To promote the work of Hillel Foundation for Jewish Campus | $400,000 |
| Jewish Theological Seminary of America | |||||||
| 3080 BROADWAY | NEW YORK | NY | 100274650 | N/A | PC | To promote the work of Jewish Theological Seminary of America | $50,000 |
| Lismore Road Inc | |||||||
| 55 HUDSON YARDS 51ST FLOOR | NEW YORK | NY | 100012163 | N/A | PC | To promote the work of Lismore Road Inc. | $20,000 |
| Mechon Hadar | |||||||
| 210 West 93rd Street | NEW YORK | NY | 100257408 | N/A | PC | To promote the work of Mechon Hadar | $100,000 |
| Memorial Sloan Kettering Cancer | |||||||
| 1275 YORK AVE | NEW YORK | NY | 100656007 | N/A | PC | To promote the work of Memorial Sloan Kettering Cancer | $333,333 |
| Moishe House | |||||||
| 441 Saxony Road | ENCINITAS | CA | 920242725 | N/A | PC | To promote the work of Moishe House | $100,000 |
| New York Stage and Film Company Inc | |||||||
| PO Box 1333 | NEW YORK | NY | 10018 | N/A | PC | To promote the work of New York Stage and Film company Inc | $10,100 |
| Pardes Institute of Jewish Studies North America | |||||||
| 228 Park Ave S Suite 35858 | New York | NY | 100031502 | N/A | PC | To promote the work of Pardes Institute of Jewish Studies North America | $100,000 |
| Park Avenue Synagogue | |||||||
| 50 E 87th St | New York | NY | 10128 | N/A | PC | To promote the work of Park Avenue Synagogue | $54,000 |
| Reconstructionist Rabbinical College | |||||||
| 1299 Church Rd | Wyncote | PA | 19095 | N/A | PC | To promote the work of Reconstructionist Rabbinical College | $50,000 |
| Rethink Food USA Inc | |||||||
| 116W HOUSTON ST 2ND FLOOR | NEW YORK | NY | 10012 | N/A | PC | To promote the work of Rethink Food USA Inc. | $75,000 |
| Shed Nyc Inc | |||||||
| 545 W 30th St | New York | NY | 10001 | N/A | PC | To promote the work of Shed Nyc Inc. | $233,333 |
| Stanford University | |||||||
| 450 Jane Stanford Way | Stanford | CA | 94305 | N/A | PC | To promote the work of Stanford University | $7,928,334 |
| The Shalom Hartman Institute of North America | |||||||
| 475 Riverside Dr Suite 1800 | New York | NY | 10115 | N/A | PC | To promote the work of The Shalom Hartman Institute of North America | $125,000 |
| University of Chicago | |||||||
| 5801 S Ellis Ave | Chicago | IL | 60637 | N/A | PC | To promote the work of University of Chicago | $5,000 |
| Yale University | |||||||
| 38 Hillhouse Avenue | New Haven | CT | 06520 | N/A | PC | To promote the work of Yale University | $65,000 |
| Yeshivat Chovevei Torah Rabbinical School Ltd | |||||||
| 3700 Henry Hudson Parkway East 2 | Bronx | NY | 10463 | N/A | PC | To promote the work of Yeshivat Chovevei Torah Rabbinical School Ltd. | $100,000 |
| Jewish Funders Network | |||||||
| 150 W 30TH ST RM 900 | NEW YORK | NY | 100014125 | N/A | PC | TO PROMOTE THE WORK OF THE Jewish Funders Network | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,079,088 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,631,181 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,366,976 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $516,804 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| TAX REFUNDS | 01 | $5,541 |
| PARTNERSHIP INCOME | 01 | -$183,169 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,337,333 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,337,333 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $20,858 | Amt |
| Net Investment Income | $10,429 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,429 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC. | $65,411 | $6,629,941 |
| UNION PAC CORP. | $47,477 | $463,660 |
| VISA INC. | $2,823 | $66,888 |
| AUTOZONE INC. | $47,767 | $2,965,748 |
| EXACT SCIENCES CORP. | $2,375,570 | $2,899,730 |
| VERISK ANALYTICS INC. | $136,835 | $1,125,350 |
| BEONE MEDICINES LTD | $334,117 | $4,603,685 |
| ASTRAZENECA PLC | $1,273,684 | $21,105,390 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FUND 1 | AT COST | $0 | $0 |
| FUND 2 | AT COST | $17,327,287 | $41,073,667 |
| FUND 3 | $242,294 | $220,352 | |
| FUND 4 | $537,984 | $519,816 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,251 | LegalFeesAmt |
| Disbursements Charitable Prps | $4,251 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR PERIOD BOOK BASIS ADJUSTMENT | $712 |
| ON INVESTMENT | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $175 | $175 | |
| NYS FILING FEE | $1,500 | $1,500 | |
| MEMBERSHIP FEE | $5,000 | $5,000 | |
| OTHER EXPENSES | $1,259 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME | -$183,169 | -$183,169 |
| Tax Refunds | $5,541 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $7,099 | $7,099 | |
| CONSULTING SERVICES | $191,515 | $191,515 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| EXCISE TAXES PAID | $53,500 |
| STATE TAXES PAID | $1,511 |