Liabilities / Assets
17th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
17th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
83rd percentile
Higher net margin than 83% of similar nonprofits.
Top Officer Pay
44th percentile
Higher top officer pay than 44% of similar nonprofits.
Top officer pay equals 13.5% of source-year revenue.
Asset Growth
38th percentile
Faster asset growth than 38% of similar nonprofits.
Revenue Growth
91st percentile
Faster revenue growth than 91% of similar nonprofits.
Balance Sheet
Assets
Up$2,716,790
Up $104,461 (+4.0%) from 2020
Net Assets
Up$2,716,790
Up $104,461 (+4.0%) from 2020
Liabilities
Flat$0
Flat from 2020
Revenue And Expenses
Revenue
Up$248,103
Up $143,532 (+137%) from 2020
Expenses
Up$143,258
Up $10,691 (+8.1%) from 2020
Net Income
Up$104,845
Up $132,841 (+474%) from 2020
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2021 to Dec 31, 2021
- Signed
- May 2, 2022
- Return Version
- 2021v4.1
- Gross Receipts
- $768,631
Mission and Program Overview
Mission
The Combined Baker Trust conducts its operations by making grants to qualified individuals and 501(c)(3) organizations that are part of the community served by the Presbytery of Philadelphia, First Presbyterian Church in Germantown, and Philadelphia Yearly Meeting of Religious Society of Friends
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cap Stk Tr Prin Current Funds | $2,612,329 | $2,716,790 | ▲ $104,461 |
| Investments in Publicly Traded Securities | $2,500,330 | $2,523,624 | ▲ $23,294 |
| Savings and Temporary Cash Investments | $111,999 | $193,166 | ▲ $81,167 |
| Total Assets | $2,612,329 | $2,716,790 | ▲ $104,461 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $2,612,329 | $2,716,790 | ▲ $104,461 |
| Total Liabilities and Net Assets / Fund Balance | $2,612,329 | $2,716,790 | ▲ $104,461 |
Compensation and Service Providers
Employees
| Name | Title | Base | Total |
|---|---|---|---|
| - | Trustee | $33,557 | $33,557 |
Board Members and Trustees
| Name | Title |
|---|---|
| Larissa Renshaw Whitman | Trustee |
| Linnell Mccurry | Trustee, Phila Yearly Meeting of Religio |
| Donald Pizar | Trustee, the First Presbyterian Church I |
| Faith Wolford | Trustee, the First Presbyterian Church I |
| Earl Ball | Trustee, the Presbytery of Philadelphia |
| Sharon Harvey | Trustee, the Presbytery of Philadelphia |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $0
- Investment Income
- $248,103
- Other Revenue
- $0
- Change in Net Assets
- $104,845
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $108,000 |
| Salaries, Compensation, and Employee Benefits | $33,557 |
| Other Expenses | $1,701 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $108,000 | - | - | $108,000 |
| Current Officers, Directors, Trustees, and Key Employees | $13,423 | $20,134 | - | $33,557 |
| Other Expenses | - | $1,701 | - | $1,701 |
| Total Functional Expenses | $121,423 | $21,835 | $0 | $143,258 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Germantown Avenue Crisis Ministry | Philadelphia, PA | 501(c)(3) | General Operating | $25,000 |
| Germantown Friends School | Philadelphia, PA | 501(c)(3) | General Operating | $20,000 |
| William Penn Charter School | Philadelphia, PA | 501(c)(3) | General Operating | $20,000 |
| Center in the Park | Philadelphia, PA | 501(c)(3) | General Operating | $15,000 |
| Community College of Philadelphia Foundation | Philadelphia, PA | 501(c)(3) | General Operating | $10,000 |
| Human Good | Lafayette Hill, PA | 501(c)(3) | General Operating | $9,000 |
| Urban Group Resources Development Corp | Philadelphia, PA | 501(c)(3) | General Operating | $9,000 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Business relationship with 35% controlled entity
- No
- Business relationship with family members
- No
- Business relationship with organization members
- No
- Material changes to governing documents
- No
- Compensation from other sources disclosed
- No
- CEO compensation reviewed
- No
- Other officer compensation reviewed
- No
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- No
- Key decisions subject to board approval
- No
- Management duties delegated
- No
Governance Explanations
Part VII Section A Line 1A Column B
“Average hours per week devoted to position: As Trustee, BNY Mellon, N.A. provides administrative services such as acting as investment manager for the named organization. These services require numerous individual bank employees involvement in the activities of the organization and thus can not be quantified on an hourly basis. Therefore, the trustee fees are not based upon an hourly basis, but are calculated based upon factors such as the market value of the”
Part VII Section A Line 1A Column B (cont)
“account and in accordance with BNY Mellons agreement with the client.”
EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A
“This organization has a sole institutional trustee and does not have a governing body”
EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B
“This organization has a sole institutional trustee and does not have a governing body”
Form 990, Page 6, Part VI, Line 11-description of Process for Review
“NO PROCESS IN PLACE”
EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C
“To satisfy the requirements of the pennsylvania solicitation of charitable funds act, an appointee shall advise the corporate trustee in response to an annual compliance questionnaire and at any other time when such person becomes aware of such relationship which has not previously been disclosed, if such person is related by blood, marriage, or adoption to any other trustee, or to any officer, agent or employee of any professional fund raising counsel or professional solicitor under contract with the combined baker trust, and the names and business and residence addressess of any such related party.”
Form 990, Page 6, Part VI, Line 19
“No documents made available to the public”
Filing and Contact Details
Filer
- Filer Name
- Baker Gertrude-tr-combined Baker
- EIN
- 38-7191488
- Phone
- 2155533344
- Address
- PO BOX 185, PITTSBURGH, PA 15230-0185
Signing Officer
- Name
- Michael Stagis
- Title
- Vice President
- Phone
- 2155533344
- Signed
- 2022-05-02
- Discuss with paid preparer
- Yes
Organization Details
- Formed
- 2016
- Legal Domicile
- Pa
- Voting Board Members
- 7
- Independent Board Members
- 6
- Employees
- 0
Preparer
- Firm
- Pricewaterhousecoopers Llp
- Address
- 301 GRANT STREET, PITTSBURGH, PA 15219
- Preparer
- Shawn P Hanlon
- Phone
- 4123556000
Supplemental Narrative
Additional Explanations
Part IV Lines 4, 25A, 25B, 36
“These questions are not applicable as this is a 509(a)(3) organization”
Part V Lines 8, 9A, 9B
“These questions are not applicable as there is not a sponsoring organization maintaining donor advised funds”
Part V Lines 10, 11, 12, 13
“These questions are not applicable as this is a 509(a)(3) organization.”
EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4D
“Human good, 2000 joshua rd, lafayette hill, pa 19444: $9,000. Community college of philadelphia foundation, 1700 spring garden st, philadelphia, pa 19130: $10,000. Center in the park,5818 germantown ave, philadelphia, pa 19144: $15,000. Urban resources development corp, 6001 germantown ave, philadelphia, pa 19144: $9,000”
Explanation for Form 990, Part XI, Line 9
“The amount on this line represents: ($378) mutual fund timing adjustment; ($6) rounding”
Raw XML AppendixShowing 400 of 435 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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|---|---|---|
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| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
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| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2155533344 |
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| IRS990/CollectionsOfArtInd | 0 | false |
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| IRS990/FederalGrantAuditRequiredInd | 0 | false |
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| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
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| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
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| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | LARISSA RENSHAW WHITMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | DONALD PIZAR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | FAITH WOLFORD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | EARL BALL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | SHARON HARVEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | LINNELL MCCURRY |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
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| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 33557 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
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| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE, THE FIRST PRESBYTERIAN CHURCH I |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE, THE FIRST PRESBYTERIAN CHURCH I |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE, THE PRESBYTERY OF PHILADELPHIA |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE, THE PRESBYTERY OF PHILADELPHIA |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE, PHILA YEARLY MEETING OF RELIGIO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | false |
| IRS990/FormationYr | 0 | 2016 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 173998 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 7 |
| IRS990/GrantAmt | 0 | 25000 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 108000 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 108000 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | true |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 694526 |
| IRS990/GrossReceiptsAmt | 0 | 768631 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 6 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIIInd | 0 | X |
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| IRS990/InfoInScheduleOPartVInd | 0 | X |
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| IRS990/InvestmentInJointVentureInd | 0 | false |
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| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | false |
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| IRS990/MissionDesc | 0 | The Combined Baker Trust conducts its operations by making grants to qualified individuals and 501(c)(3) organizations that are part of the community served by the Presbytery of Philadelphia, First Presbyterian Church in Germantown, and Philadelphia Yearly Meeting of Religious Society of Friends |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
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| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd | 0 | true |
| IRS990ScheduleA/IRSWrittenDeterminationInd | 0 | X |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
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| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 7 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 231352640 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 1 | 230953760 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 2 | 231919016 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 3 | 232612698 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 4 | 260157586 |
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| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 6 | 000000001 |
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| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 2 | 8 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 3 | 2 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 4 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 5 | 8 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 6 | 8 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
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| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 2 | 0 |
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| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 4 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 5 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 6 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 20000 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 1 | 20000 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 2 | 15000 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 3 | 10000 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 4 | 25000 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 5 | 9000 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 6 | 9000 |
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| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 2 | CENTER IN THE PARK |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 3 | COMMUNITY COLLEGE OF PHILADELPHIA FOUNDATION |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 4 | GERMANTOWN AVENUE CRISIS MINISTRY |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 5 | URBAN RESOURCES DEVELOPMENT CORP |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 6 | HUMAN GOOD |
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| IRS990ScheduleI/RecipientTable/CashGrantAmt | 3 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 4 | 25000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 5 | 9000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 6 | 9000 |
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| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 5 | 501(C)(3) |
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| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 4 | GENERAL OPERATING |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 5 | GENERAL OPERATING |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 6 | GENERAL OPERATING |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | GERMANTOWN FRIENDS SCHOOL |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 1 | WILLIAM PENN CHARTER SCHOOL |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 2 | CENTER IN THE PARK |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 3 | COMMUNITY COLLEGE OF PHILADELPHIA FOUNDATION |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 4 | GERMANTOWN AVENUE CRISIS MINISTRY |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 5 | URBAN GROUP RESOURCES DEVELOPMENT CORP |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 6 | HUMAN GOOD |
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| IRS990ScheduleI/RecipientTable/RecipientEIN | 1 | 230953760 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 2 | 231919016 |
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| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 1 | 3000 W SCHOOL HOUSE LN |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 2 | 5818 GERMANTOWN AVE |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 3 | 1700 SPRING GARDEN ST |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 4 | 35 W CHELTEN AVE |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 5 | 6001 GERMANTOWN AVE |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 6 | 2000 JOSHUA ROAD |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | PHILADELPHIA |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 1 | PHILADELPHIA |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 2 | PHILADELPHIA |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 3 | PHILADELPHIA |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 4 | PHILADELPHIA |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 5 | PHILADELPHIA |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 6 | LAFAYETTE HILL |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 1 | PA |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 2 | PA |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 3 | PA |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 4 | PA |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 5 | PA |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 6 | PA |
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| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 1 | 191445412 |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 2 | 19144 |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 3 | 19130 |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 4 | 19144 |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 5 | 19144 |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 6 | 19444 |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | NO PROCEDURES IN PLACE |
| IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | These questions are not applicable as this is a 509(a)(3) organization |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | These questions are not applicable as there is not a sponsoring organization maintaining donor advised funds |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | These questions are not applicable as this is a 509(a)(3) organization. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Average hours per week devoted to position: As Trustee, BNY Mellon, N.A. provides administrative services such as acting as investment manager for the named organization. These services require numerous individual bank employees involvement in the activities of the organization and thus can not be quantified on an hourly basis. Therefore, the trustee fees are not based upon an hourly basis, but are calculated based upon factors such as the market value of the |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | account and in accordance with BNY Mellons agreement with the client. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | HUMAN GOOD, 2000 JOSHUA RD, LAFAYETTE HILL, PA 19444: $9,000. COMMUNITY COLLEGE OF PHILADELPHIA FOUNDATION, 1700 SPRING GARDEN ST, PHILADELPHIA, PA 19130: $10,000. CENTER IN THE PARK,5818 GERMANTOWN AVE, PHILADELPHIA, PA 19144: $15,000. URBAN RESOURCES DEVELOPMENT CORP, 6001 GERMANTOWN AVE, PHILADELPHIA, PA 19144: $9,000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | NO PROCESS IN PLACE |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | TO SATISFY THE REQUIREMENTS OF THE PENNSYLVANIA SOLICITATION OF CHARITABLE FUNDS ACT, AN APPOINTEE SHALL ADVISE THE CORPORATE TRUSTEE IN RESPONSE TO AN ANNUAL COMPLIANCE QUESTIONNAIRE AND AT ANY OTHER TIME WHEN SUCH PERSON BECOMES AWARE OF SUCH RELATIONSHIP WHICH HAS NOT PREVIOUSLY BEEN DISCLOSED, IF SUCH PERSON IS RELATED BY BLOOD, MARRIAGE, OR ADOPTION TO ANY OTHER TRUSTEE, OR TO ANY OFFICER, AGENT OR EMPLOYEE OF ANY PROFESSIONAL FUND RAISING COUNSEL OR PROFESSIONAL SOLICITOR UNDER CONTRACT WITH THE COMBINED BAKER TRUST, AND THE NAMES AND BUSINESS AND RESIDENCE ADDRESSESS OF ANY SUCH RELATED PARTY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | NO DOCUMENTS MADE AVAILABLE TO THE PUBLIC |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | THE AMOUNT ON THIS LINE REPRESENTS: ($378) MUTUAL FUND TIMING ADJUSTMENT; ($6) ROUNDING |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART IV LINES 4, 25A, 25B, 36 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART V LINES 8, 9A, 9B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | PART V LINES 10, 11, 12, 13 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | PART VII SECTION A LINE 1A COLUMN B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | PART VII SECTION A LINE 1A COLUMN B (CONT) |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | EXPLANATION FOR FORM 990, PART XI, LINE 9 |
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| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
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| IRS990/TotalAssetsEOYAmt | 0 | 2716790 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 2612329 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 2716790 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 21835 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 121423 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 143258 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
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| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 2612329 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 2716790 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalOtherProgSrvcExpenseAmt | 0 | 43000 |
| IRS990/TotalOtherProgSrvcGrantAmt | 0 | 43000 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 108000 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 33557 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 248103 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 248103 |
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Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $2,716,790
- Liabilities
- $0
- Net assets
- $2,716,790
- Revenue
- $248,103
- Expenses
- $143,258
- Net income
- $104,845