Bakala Foundation USA

990PF • Fiscal year 2023 • EIN 84-1741277

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 16, 2024

Organization Profile

200 East Broad Street Suite 400Greenville, SC 29601

(864) 242-8204

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.33x

Higher debt load relative to assets than 71% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

1.41x

Higher debt load relative to revenue than 86% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

17%

Higher net margin than 71% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

$10,000

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

33%

Faster asset growth than 88% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

13879%

Faster revenue growth than 100% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets71st percentile

Assets

Flat

$11,024,892

Flat from 2023

Net Assets

$7,334,081

No earlier filing loaded for comparison.

Liabilities

Flat

$3,690,811

Flat from 2023

Revenue And Expenses

Liabilities / Revenue86th percentile Net Margin71st percentile

Revenue

Flat

$2,610,505

Flat from 2023

Expenses

Flat

$2,156,577

Flat from 2023

Net Income

Flat

$453,928

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2023

Assets$11,024,892

Liabilities$3,690,811

Net Assets$7,334,081

Open 2023 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2023

Revenue$2,610,505

Expenses$2,156,577

Net Income$453,928

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: Oct 16, 2024
Return Version: 2023v5.1

Compensation and Service Providers

Top Officer Pay26th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MARSHALL WINN	President/Director	PT	$10,000	-	$10,000
WILLIAM KEEN	Director	-	$10,000	-	$10,000
ELEANOR W NORDHOLM	Director	-	$10,000	-	$10,000
JOHN R WIGINGTON	Director	-	$10,000	-	$10,000
IVA BARANOVA	Secretary/Treasurer/Director	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: Bakala Foundation USA
EIN: 84-1741277
Phone: 8642428204
Address: 200 EAST BROAD STREET SUITE 400, GREENVILLE, SC 29601

Signing Officer

Name: Marshall Winn
Title: President
Phone: 8642428204
Signed: 2024-10-16
Discuss with paid preparer: Yes

Preparer

Firm: Cherry Bekaert Advisory LLC
Address: 110 EAST COURT STREET SUITE 500, GREENVILLE, SC 29601
Preparer: Bree-ann Weidner
Phone: 8642333981

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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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ExplnOfNonFilingWithAGStmt/ExplanationTxt	0	THE SC ATTORNEY GENERAL'S OFFICE DOES NOT REQUIRE THAT A COPY BE FILED WITH THEIR OFFICE. INSTEAD, THEY MAINTAIN THE RIGHT TO RECEIVE THE FILING IF THEY SO CHOOSE. THE FOUNDATION WILL COMPLY WITH ANY SUCH REQUEST AS APPLICABLE.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	MARSHALL WINN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	IVA BARANOVA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	WILLIAM KEEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	ELEANOR W NORDHOLM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	4	JOHN R WIGINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	SECRETARY/TREASURER/DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	4	DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	23 ATLANTIC POINTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	21 PINCKNEY STREET
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	GREENVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	HILTON HEAD ISLAND
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	3	HILTON HEAD ISLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	SC
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	3	SC
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	29928
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	2	29601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	3	29928
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	1948151
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	1948151
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	0
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	THE ORGANIZATION
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	200 EAST BROAD STREET SUITE 400
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	GREENVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	SC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	29601
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	SC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8642428204
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	1
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	APPLICANTS FOR SCHOLARSHIP AWARDS SHALL BE REQUIRED TO SUBMIT SUCH APPLICATION FORMS AND SUPPORTING MATERIALS AS THE FOUNDATION MAY DEEM APPROPRIATE. THE SCHOLARSHIP APPLICATION, IN ADDITION TO COMPLETION OF THE FORM ITSELF, REQUESTS THE APPLICANT OBTAIN ONE LETTER OF RECOMMENDATION, WHICH WILL SPEAK TO THE APPLICANT'S ACADEMIC ACHIEVEMENTS AND PERFORMANCE, TO BE SENT DIRECTLY TO THE FOUNDATION. THE APPLICANT IS ALSO REQUIRED TO SUBMIT AN ESSAY (LIMITED TO 500 WORDS) DETAILING THE APPLICANT'S INTENTION TO LEVERAGE THE SCHOLARSHIP AWARD TO ATTEND A TOP ACADEMIC INSTITUTION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	1	THE GRANT APPLICATION REQUESTS A PROPOSAL SUMMARY DETAILING WHY THE APPLICANT IS REQUESTING GRANT FUNDS, AS WELL AS A NARRATIVE OF THE WORK OF THE APPLICANT ORGANIZATION. THE APPLICATION ALSO REQUESTS A CURRENT EXPENSE BUDGET FOR THE APPLICANT'S PROJECT(S) AND ALL SOURCES OF INCOME TOWARD THE PROJECT. AFTER THE FOUNDATION PRELIMINARILY APPROVES THE GRANT, THE FOUNDATION WILL ENTER IN TO A WRITEN AGREEMENT WITH THE GRANTEE THAT SPECIFIES IN DETAIL THE CHARITABLE PURPOSES OF THE GRANT.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	GRANTS ADMINISTRATION COMMITTEE BAK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	1	IVA BARANOVA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	8642428204
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	1	8642428204
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	200 EAST BROAD STREET SUITE 400
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	1	200 EAST BROAD STREET SUITE 400
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	GREENVILLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	1	GREENVILLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	SC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	1	SC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	29601
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	1	29601
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	THE SIZE AND NUMBER OF SCHOLARSHIP AWARD(S) ARE DETERMINED ON A CASE-BY-CASE BASIS BY THE FOUNDATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	1	THE GRANT AGREEMENT REQUIRES GRANTEES TO REPAY ANY PORTION OF THE AMOUNT GRANTED WHICH IS NOT USED FOR THE PURPOSES OF THE GRANT OR DISTRIBUTION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	1900000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	TUCK SCHOOL OF BUSINESS BUILDING FUND AND TUCK GLOBAL OPPORTUNITIES PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	DARTMOUTH COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	6016 MCNUTT HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	HANOVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	03755
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	1900000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	1809227
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	1809227
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	1450154
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	1975505
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	1483220
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	5047803
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	138924
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	1450154
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	1975505
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	1483220
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	1948151
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	138924
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	5047803
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	4908879
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	ZDENEK BAKALA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	38 SURF SCOTER RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	HILTON HEAD ISLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	SC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	29928
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	1999945
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	1999945
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	PUBLICLY TRADED SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2023-12-18
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	3851
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	3851
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	1393793
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	CHANGE IN VALUE OF CONTRIBUTED STOCK
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	K-1 PASSTHROUGH EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	154227
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	104
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	155343
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	-60594
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	1	152389
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	PASSTHROUGH INCOME - VR 2016
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	PASSTHROUGH INCOME - VR 2017
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	-3075
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	1	-3962
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	-60594
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	152389
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	0
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	1	0
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	VR 2016 ABTP PORTFOLIO LP - NEGATIVE ASSET
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	1	VR 2017 DUVH PORTFOLIO LP - NEGATIVE ASSET
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	2390688
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	1	1300123
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	49436
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	49436
TaxesSchedule/TaxesDetail/Amt	0	1300
TaxesSchedule/TaxesDetail/Amt	1	2243
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	2243
ReturnHeader/BuildTS	0	2024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MARSHALL WINN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8642428204
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	BAKALA FOUNDATION USA
ReturnHeader/Filer/BusinessNameControlTxt	0	BAKA
ReturnHeader/Filer/EIN	0	841741277
ReturnHeader/Filer/PhoneNum	0	8642428204
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	200 EAST BROAD STREET SUITE 400
ReturnHeader/Filer/USAddress/CityNm	0	GREENVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	SC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $11,024,892
Liabilities: $3,690,811
Net assets: $7,334,081
Revenue: $2,610,505
Expenses: $2,156,577
Net income: $453,928

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$15.0	$5.45	$9.52	$2.55	$0.36	$2.19
2023Detailed filing. Detailed filing data is available for this year.	$11.0	$3.69	$7.33	$2.61	$2.16	$0.45
2023Summary only. Only limited summary data is available for this year.	$11.0	$3.69		$2.61	$2.16	$0.45
2022Detailed filing. Detailed filing data is available for this year.	$8.27	$0.00	$8.27	$0.02	$3.24	$3.22
2021Detailed filing. Detailed filing data is available for this year.	$11.5	$0.00	$11.5	$0.00	$4.14	$4.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$15.6	$0.00	$15.6	$0.22	$2.67	$2.45
2019Summary only. Only limited summary data is available for this year.	$18.1	$0.00		$20.8	$0.40	$20.4