Nonprofit · EIN 33-0522589
KATHERINE BAXTER MEMORIAL FOUNDATION
Tax-exempt · ESCONDIDO, CA 92025
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $17,271 | $35,745 | -$18,474 | $324,594 | $0 | $324,594 |
| December 31, 2023 | 990-PF | $9,113 | $18,014 | -$8,901 | $347,772 | $0 | $347,772 |
| December 31, 2022 | 990-PF | $8,363 | $26,100 | -$17,737 | $355,534 | $0 | $355,534 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $6,777
- Interest
- $69
- Net gain from sales of assets
- $9,752
- Other income
- $673
Expenses
- Grants and similar amounts paid
- $22,700
- Compensation of officers, directors and key employees
- $4,000
- Disbursements for charitable purposes
- $22,700
- Excise tax on investment income
- $147
Balance sheet and other
- Total assets, start of year
- $347,772
- Total assets, end of year
- $324,594
- Total liabilities, end of year
- $0
- Net assets, end of year
- $324,594
- Fair market value of assets
- $378,933
- Qualifying distributions
- $22,700
- Net investment income
- $16,598
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RANDOLPH ORTLIEB 255 E 3rd AVENUE, ESCONDIDO, CA 92025 | TRUSTEE | 1 | $2,000 |
| FREDERICK M ORTLIEB 5649 LA JOLLA HERMOSA AVE, LA JOLLA, CA 92037 | TRUSTEE | 1 | $2,000 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RANDOLPH ORTLIEB 255 E 3rd AVENUE, ESCONDIDO, CA 92025 | TRUSTEE | 1 | $1,000 |
| FREDERICK M ORTLIEB 5649 LA JOLLA HERMOSA DRIVE, LA JOLLA, CA 92037 | TRUSTEE | 1 | $1,000 |
990-PF for the year ended December 31, 2022: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RANDOLPH ORTLIEB 255 E 3rd AVENUE, ESCONDIDO, CA 92025 | TRUSTEE | 1 | $0 |
| FREDERICK M ORTLIEB 5649 LA JOLLA HERMOSA DRIVE, LA JOLLA, CA 92037 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 225 E 3RD AVE, ESCONDIDO, CA 92025-4203
- In care of
- % RANDOLPH W ORTLIEB
- Signed the 990-PF
- RANDOLPH ORTLIEB, Trustee
- Phone
- (760) 747-2202
- Return prepared by
- Lamb & Meyer APC
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0522589 or by the name KATHERINE BAXTER MEMORIAL FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 33-0522589
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $324,594
- Income (IRS master file)
- $89,696
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $17,271 | $35,745 | $324,594 | XML |
| 990-PF | December 2023 | $9,113 | $18,014 | $347,772 | XML |
| 990-PF | December 2022 | $8,363 | $26,100 | $355,534 | XML |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0522589).
Questions about KATHERINE BAXTER MEMORIAL FOUNDATION
- What is the EIN of KATHERINE BAXTER MEMORIAL FOUNDATION?
- The employer identification number (EIN) of KATHERINE BAXTER MEMORIAL FOUNDATION is 33-0522589.
- Is KATHERINE BAXTER MEMORIAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to KATHERINE BAXTER MEMORIAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KATHERINE BAXTER MEMORIAL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KATHERINE BAXTER MEMORIAL FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KATHERINE BAXTER MEMORIAL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of KATHERINE BAXTER MEMORIAL FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $2,000 (RANDOLPH ORTLIEB, TRUSTEE).
- How much revenue does KATHERINE BAXTER MEMORIAL FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $17,271, expenses of $35,745 and total assets of $324,594 at year end.
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