Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
CKENNETH & LAURA BAXTER FOUNDATIONINC
C/O EISNER ADVISORY GROUP LLC
Number and street (or P.O. box number if mail is not delivered to street address)505 SO FLAGLER DRIVE SUITE 900
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WEST PALM BEACH, FL33401
A Employer identification number

59-2706460
B Telephone number (see instructions)

(561) 832-9292
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$26,027,680J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 935,765
2 Check right arrow.............
3 Interest on savings and temporary cash investments 13 13  
4 Dividends and interest from securities... 386,631 386,631  
5a Gross rents............ 296,735 296,735  
b Net rental income or (loss) 296,735
6a Net gain or (loss) from sale of assets not on line 10 988,694
b Gross sales price for all assets on line 6a 2,524,793
7 Capital gain net income (from Part IV, line 2)... 988,694
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
771 771  
12 Total. Add lines 1 through 11........ 2,608,609 1,672,844  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 48,125 12,031   36,094
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
109,930 109,930   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
116,428 116,482   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
11,339 5,351   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
71,280 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
273,434 273,434   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 630,536 517,228   36,094
25 Contributions, gifts, grants paid....... 1,100,000 1,100,000
26 Total expenses and disbursements. Add lines 24 and 25 1,730,536 517,228   1,136,094
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 878,073
b Net investment income (if negative, enter -0-) 1,155,616
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 275,765 258,360 258,360
2 Savings and temporary cash investments......... 32,201 83,105 83,105
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   8,121    
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 26,276 20,288 20,288
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 8,869,969 Click to see attachment
List of Attached Documents:
// Content
9,792,378 		21,635,833
c Investments—corporate bonds (attach schedule)....... 1,571,089 Click to see attachment
List of Attached Documents:
// Content
1,571,089 		1,556,114
11 Investments—land, buildings, and equipment: basis right arrow3,536,335
Less: accumulated depreciation (attach schedule) right arrow1,827,557 1,780,058 Click to see attachment
List of Attached Documents:
// Content
1,708,778 		2,457,644
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
8,782 		Click to see attachment
List of Attached Documents:
// Content
16,336 		Click to see attachment
List of Attached Documents:
// Content
16,336
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,572,261 13,450,334 26,027,680
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,253,602 3,253,602
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 9,318,659 10,196,732
29 Total net assets or fund balances (see instructions)..... 12,572,261 13,450,334
30 Total liabilities and net assets/fund balances (see instructions). 12,572,261 13,450,334
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
12,572,261
2
Enter amount from Part I, line 27a .....................
2
878,073
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
13,450,334
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,450,334
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a US TRUST P    
b CAPITAL GAIN DIVIDENS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,524,423   1,536,099 988,324
b 370     370
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       988,324
b       370
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 988,694
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 16,063
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 16,063
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 16,063
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 20,288
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 20,288
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 4,225
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow4,225 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowFL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowMR DAVID S DONTEN Telephone no.right arrow (561) 832-9292

Located atright arrow505 S FLAGLER DRIVEWEST PALM BEACHFL ZIP+4right arrow33401
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PAMELA A MARKLEY DIRECTOR
2.00 		0 0 0
13110 LAMIRADA CIRCLE
WELLINGTON,FL33414
DAVID S DONTEN DIRECTOR
20.00 		48,125 0 0
505 S FLAGER DRIVE SUITE 900
WEST PALM BEACH,FL33401
WILLIAM K CALER JR DIRECTOR
2.00 		0 0 0
505 S FLAGER DRIVE SUITE 900
WEST PALM BEACH,FL33401
TASHA DICKINSON DAY PITNEY LLP DIRECTOR
2.00 		0 0 0
360 SOUTH ROSEMARY AVE SUITE 1605
WEST PALM BEACH,FL33401
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 THE FOUNDATION MAKES QUALIFYING DISTRIBUTIONS DIRECTLY TOAND FOR THE ACTIVE CONDUCT OF QUALIFIED ORGANIZATIONS.THESE DISTRIBUTIONS ARE MADE DIRECTLY FOR THE ACTIVE 0
2 CONDUCT OF THE ACTIVITIES CONSTITUTING THE PURPOSE ORFUNCTION FOR WHICH IT IS ORGANIZED AND OPERATED. 0
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
20,620,913
b
Average of monthly cash balances.......................
1b
291,712
c
Fair market value of all other assets (see instructions)................
1c
5,000,000
d
Total (add lines 1a, b, and c).........................
1d
25,912,625
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
25,912,625
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
388,689
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
25,523,936
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,276,197
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,276,197
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
16,063
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
16,063
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,260,134
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,260,134
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,260,134
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,136,094
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,136,094
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,260,134
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,027,591
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,136,094
a Applied to 2022, but not more than line 2a 1,027,591
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 108,503
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		1,151,631
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ALZHEIMER'S COMMUNITY CARE

800 NORTHPOINT PARKWAY
WEST PALM BEACH,FL33407 		NONE PUBLIC GENERAL 75,000

AMERICAN HEART ASSOCIATION

2300 CENTREPARK W DRIVE
WEST PALM BEACH,FL33409 		NONE PUBLIC GENERAL 30,000

BELLA'S ANGELS

13860 WELLINGTON TRACE 38-111
WELLINGTON,FL33414 		NONE PUBLIC GENERAL 10,000

BOYS AND GIRLS CLUB OF PALM BEACH COUNTY

800 NORTHPOINT PARKWAY STE 204
WEST PALM BEACH,FL33407 		NONE PUBLIC GENERAL 90,000

CHILDREN'S HOME SOCIETY OF FLORIDA

3333 FOREST HILL BLVD
WEST PALM BEACH,FL33406 		NONE PUBLIC GENERAL 20,000

EDUCATION FOUNDATION OF PALM BEACH COUNTY

505 SOUTH CONGRESS AVENUE
BOYNTON BEACH,FL33426 		NONE PUBLIC GENERAL 55,000

ELS FOR AUTISM FOUNDATION

18370 LIMESTONE CREEK ROAD
JUPITER,FL33458 		NONE PUBLIC GENERAL 35,000

FAMILIES FIRST OF PALM BEACH CO

3333 FORST HILL BLVD 2ND FLOOR
WEST PALM BEACH,FL33406 		NONE PUBLIC GENERAL 10,000

FLORIDA EASTER SEALS

213 SOUTH CONGRESS AVENUE
WEST PALM BEACH,FL33409 		NONE PUBLIC GENERAL 15,000

FURRY FRIENDS

100 CAPITAL STREET
JUPITER,FL33458 		NONE PUBLIC GENERAL 30,000

GULF STREAM COUNCIL BSA

8335 N MILITARY TRAIL
WEST PALM BEACH,FL33410 		NONE PUBLIC GENERAL 10,000

HABITAT FOR HUMANITY

1225 S MILITARY TRAIL
WEST PALM BEACH,FL33415 		NONE PUBLIC GENERAL 50,000

JDRF

1641 WORTHINGTON ROAD SUITE 340
WEST PALM BEACH,FL33401 		NONE PUBLIC GENERAL 7,500

JUPITER MEDICAL CENTER FOUNDATION

120 SOUTH OLD DIXIE HIGHWAY
JUPITER,FL33458 		NONE PUBLIC GENERAL 30,000

LEGAL AID SOCIETY OF SOUTH FLORIDA INC

4800 NORTH FEDERAL HWY
BOCA RATON,FL33431 		NONE PUBLIC GENERAL 22,500

LEUKEMIA & LYMPHOMA SOCIETY

4360 NORTHLAKE BLVD SUITE 109
PALM BEACH GARDENS,FL33410 		NONE PUBLIC GENERAL 20,000

LEAF

PO BOX 17725
WEST PALM BEACH,FL33416 		NONE PUBLIC GENERAL 10,000

MEALS ON WHEELS

PO BOX 247
WEST PALM BEACH,FL33402 		NONE PUBLIC GENERAL 45,000

PALM BEACH ATLANTIC UNIVERSITY

901 SOUTH FLAGLER DRIVE
WEST PALM BEACH,FL33401 		NONE PUBLIC GENERAL 55,000

PALM BEACH COUNTY FOOD BANK INC

525 GATOR DR
LANTANA,FL33462 		NONE PUBLIC GENERAL 45,000

PALM BEACH COUNTY POLICE ATHLETIC LEAGUE

658 W INDIANTOWN ROAD
JUPITER,FL33458 		NONE PUBLIC GENERAL 20,000

PALM BEACH COUNTY YOUTH FOR CHRIST

800 NORTHPOINT PARKWAY
WEST PALM BEACH,FL33407 		NONE PUBLIC GENERAL 30,000

PEDIATRIC ONCOLOGY SUPPORT TEAM

5325 GREENWOOD AVE 301
WEST PALM BEACH,FL33407 		NONE PUBLIC GENERAL 15,000

PGA FOUNDATION INC

100 AVENUE OF THE CHAMPIONS
PALM BEACH GARDENS,FL33418 		NONE PUBLIC GENERAL 20,000

PGA REACH

100 AVE OF THE CHAMPIONS
PAM BEACH GARDENS,FL33418 		NONE PUBLIC GENERAL 15,000

PLACE OF HOPE

9078 ISAIAH LANE
WEST PALM BEACH,FL33418 		NONE PUBLIC GENERAL 70,000

QUAIL VALLEY CHARITIES

2345 HIGHWAY A1A
VERO BEACH,FL32960 		NONE PUBLIC GENERAL 20,000

QUANTUM HOUSE

987 45TH STREET
WEST PALM BEACH,FL33407 		NONE PUBLIC GENERAL 95,000

SPEAK UP FOR KIDS

PO BOX 1896
WEST PALM BEACH,FL33402 		NONE PUBLIC GENERAL 10,000

STUDENT ACES

7750 ARBOR CREST WAY
PALM BEACH GARDENS,FL33412 		NONE PUBLIC GENERAL 25,000

THE ARC OF PALM BEACH COUNTY INC

1201 AUSTRALIAN AVENUE
RIVIERA BEACH,FL33404 		NONE PUBLIC GENERAL 25,000

THE CENTER FOR FAMILY SERVICES

471 SPENCER DRIVE
WEST PALM BEACH,FL33409 		NONE PUBLIC GENERAL 20,000

THE PALM BEACH SYMPHONY SOCIETY INC

44 COCOANUT ROW M207-B
PALM BEACH,FL33480 		NONE PUBLIC GENERAL 15,000

URBAN YOUTH IMPACT

PO BOX 222592
WEST PALM BEACH,FL33422 		NONE PUBLIC GENERAL 15,000

HOPE MEDIA GROUP (WAYFM RADIO)

800 NORTHPOINT PARKWAY
WEST PALM BEACH,FL33407 		NONE PUBLIC GENERAL 15,000

YOUNG SINGERS OF THE PALM BEACH

701 OKEECHOBEE BLVD
WEST PALM BEACH,FL33401 		NONE PUBLIC GENERAL 25,000
Total .................................right arrow 3a 1,100,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 13  
4 Dividends and interest from securities ....     14 386,631  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 296,735  
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 771  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 988,694  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,672,844 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,672,844
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
CKENNETH & LAURA BAXTER FOUNDATIONINC
C/O EISNER ADVISORY GROUP LLC
Employer identification number

59-2706460
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
CKENNETH & LAURA BAXTER FOUNDATIONINC
C/O EISNER ADVISORY GROUP LLC 		Employer identification number
59-2706460
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
LAURA BAXTER CRUT 3-1-73 FBO ELIZABETH MICHELL
 
312 ROYAL PALM WAY
 
PALM BEACH, FL33480

$ 935,765


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
CKENNETH & LAURA BAXTER FOUNDATIONINC
C/O EISNER ADVISORY GROUP LLC 		Employer identification number

59-2706460
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
CKENNETH & LAURA BAXTER FOUNDATIONINC
C/O EISNER ADVISORY GROUP LLC 		Employer identification number

59-2706460
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
CKENNETH & LAURA BAXTER FOUNDATIONINC
 
C/O EISNER ADVISORY GROUP LLC
EIN:
59-2706460
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 109,930 109,930   0

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
CKENNETH & LAURA BAXTER FOUNDATIONINC
 
C/O EISNER ADVISORY GROUP LLC
EIN:
59-2706460
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
LAND 1997-07-01 748,866   L   0 0    
BUILDING 1997-07-01 2,636,727 1,721,210 SL 39.000000000000 67,608 0    
AIR CONDITIONER 2012-03-27 6,787 1,878 SL 39.000000000000 174 0    
FURNITURE 2012-12-04 7,445 3,722 200DB 7.000000000000 0 0    
AIR CONDITIONER 2013-03-26 4,647 1,165 SL 39.000000000000 119 0    
AIR CONDITIONER 2013-08-06 5,577 1,341 SL 39.000000000000 143 0    
MARBLE FLOOR 2013-08-09 3,360 806 SL 39.000000000000 86 0    
PARKING LOT PAVING 2013-10-15 6,590 1,556 SL 39.000000000000 169 0    
AIR CONDITIONER 2014-03-11 5,502 1,240 SL 39.000000000000 141 0    
AIR CONDITIONER 2014-05-29 4,940 1,095 SL 39.000000000000 127 0    
ROOF 2015-02-12 51,834 10,466 SL 39.000000000000 1,329 0    
AIR CONDITIONER 2015-06-24 5,100 988 SL 39.000000000000 131 0    
AIR CONDITIONER 2015-08-11 5,100 966 SL 39.000000000000 131 0    
AIR CONDITIONER 2015-08-11 5,400 1,018 SL 39.000000000000 138 0    
AIR CONDITIONER 2015-09-15 5,200 970 SL 39.000000000000 133 0    
AIR CONDITIONER 2015-12-03 5,700 1,028 SL 39.000000000000 146 0    
AIR CONDITIONER 2017-01-23 3,400 519 SL 39.000000000000 87 0    
AIR CONDITIONER 2017-07-26 2,700 377 SL 39.000000000000 69 0    
AIR CONDITIONER 2017-10-18 3,100 412 SL 39.000000000000 79 0    
EXHAUST FANS (2) 2018-06-13 5,960 695 SL 39.000000000000 153 0    
AIR CONDITIONER 2018-07-18 3,100 352 SL 39.000000000000 79 0    
AIR CONDITIONER 2018-08-22 3,100 346 SL 39.000000000000 79 0    
AIR CONDITIONER 2020-06-24 6,200 404 SL 39.000000000000 159 0    

TY 2023 InvestmentsCorpBondsSchedule
Name:
CKENNETH & LAURA BAXTER FOUNDATIONINC
 
C/O EISNER ADVISORY GROUP LLC
EIN:
59-2706460
Name of Bond End of Year Book Value End of Year Fair Market Value
200,000 BANK NEW YORK MELLON CORP 198,400 197,942
100,000 SIMON PROPEERTY GROUP 103,832 99,829
200,000 MORGAN STANLEY 200,410 198,888
200,000 EXXON MOBIL CORP 196,308 195,894
200,000 COMCAST CORP 197,480 195,332
150,000 UNITEDHEALTH GROUP INC 140,087 140,504
200,000 IBM CORP 198,248 194,866
150,000 JP MORGAN CHASE & CO 147,800 144,791
200,000 JOHN DEERE CAPITAL CORP 188,524 188,068

TY 2023 InvestmentsCorpStockSchedule
Name:
CKENNETH & LAURA BAXTER FOUNDATIONINC
 
C/O EISNER ADVISORY GROUP LLC
EIN:
59-2706460
Name of Stock End of Year Book Value End of Year Fair Market Value
1,150 HOME DEPOT 334,344 398,533
1,830 ACCENTURE PLC 111,749 642,165
1,800 MCDONALDS CORP 239,200 533,718
7,760 APPLE INC. 147,722 1,494,033
1,000 BERKSHIRE HATHAWAY INC DEL 87,574 356,660
3,185 CHEVRON CORP 374,677 475,075
1,400 HONEYWELL INTL INC 226,102 293,594
2,586 JOHNSON & JOHNSON 257,498 405,330
4,100 ALPHABET INC CL A 70,738 572,729
4,100 ALPHABET INC CL C 70,319 577,813
3,090 PEPSICO INC. 225,441 524,806
3,090 PROCTER & GAMBLE CO 207,017 452,809
2,000 VISA INC. 132,222 520,700
3,615 JP MORGAN CHASE & CO 196,131 614,912
7,200 CISCO SYS INC. 148,060 363,744
4,570 NIKE INC. 238,558 496,165
590 BLACKROCK INC. 113,820 478,962
4,000 ABBVIE INC. 264,137 619,880
1,135 CONSTELLATION BRANDS INC 181,736 274,386
910 LOCKHEED MARTIN CORP 282,313 412,448
2,435 UNITED PARCEL SVC INC. 191,839 382,855
2,490 AUTOMATIC DATA PROCESSING INC. 125,861 580,095
2,000 AMAZON COM INC. 138,916 303,880
11,310 KINDER MORGAN INC. DEL 169,311 199,508
3,390 MICROSOFT CORP 103,187 1,274,776
3,600 SPDR S&P MIDCAP 400 ETF TR 947,513 1,826,568
1,951 DUPONT DE NEMOURS INC 91,119 150,090
6,855 MORGAN STANLEY 276,805 639,229
2,285 ZOETIS INC 193,329 450,990
775 ADOBE INC 197,635 462,365
1,800 PALO ALTO NETWORKS INC 199,825 530,784
1,135 SALESFORCE COM INC 163,179 298,664
1,000 INTUITIVE SURGICAL INC 211,658 337,360
755 ILLINOIS TOOL WORKS INC 147,890 197,765
6,500 NEXTERA ENERGY INC 419,401 394,810
2,000 CROWN CASTLE REIT 231,300 230,380
1,980 PROLOGIS INC 228,541 263,934
5,000 BOSTON SCIENTIFIC 219,141 289,050
2,740 VALERO ENRGY CORP 228,477 356,200
2,500 CVS HEALTH CORP 187,337 197,400
500 ELI LILLY & CO 21,974 291,460
3,000 NEWMONT CORP 116,100 124,170
1,830 RTX CORP 79,951 153,976
500 UNITEDHEALTH GROUP 240,208 263,235
12,000 VERIZON COMM 460,318 452,400
2,121 CORTEVA INC 34,685 101,638
970 ISHARES TR RUSSELL 2000 102,915 194,689
1,000 WASTE MANAGEMENT INC 154,605 179,100

TY 2023 InvestmentsLandSchedule2
Name:
CKENNETH & LAURA BAXTER FOUNDATIONINC
 
C/O EISNER ADVISORY GROUP LLC
EIN:
59-2706460
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LAND 748,866 0 748,866  
BUILDING 2,636,727 1,788,818 847,909  
AIR CONDITIONER 6,787 2,052 4,735  
FURNITURE 7,445 7,445 0  
AIR CONDITIONER 4,647 1,284 3,363  
AIR CONDITIONER 5,577 1,484 4,093  
MARBLE FLOOR 3,360 892 2,468  
PARKING LOT PAVING 6,590 1,725 4,865  
AIR CONDITIONER 5,502 1,381 4,121  
AIR CONDITIONER 4,940 1,222 3,718  

TY 2023 OtherAssetsSchedule
Name:
CKENNETH & LAURA BAXTER FOUNDATIONINC
 
C/O EISNER ADVISORY GROUP LLC
EIN:
59-2706460
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DEPOSITS 3,785 3,785 3,785
DIVIDEND RECEIVABLE 4,997 6,807 6,807
EXPENSES TO BE REIMBURSED 0 5,744 5,744


TY 2023 OtherExpensesSchedule
Name:
CKENNETH & LAURA BAXTER FOUNDATIONINC
 
C/O EISNER ADVISORY GROUP LLC
EIN:
59-2706460
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ANNUAL REPORT 61 61   0
ASSOCIATION FEES 11,994 11,994   0
CLEANING & MAINTENANCE 15,206 15,206   0
COMPUTER & OFFICE EXPENSE 677 677   0
ELEVATOR MAINTENANCE 7,057 7,057   0
EXTERMINATING 2,981 2,981   0
INSPECTION FEE 200 200   0
INSURANCE 19,847 19,847   0
JANITIRIAL 33,950 33,950   0
LANDSCAPING 22,571 22,571   0
MANAGEMENT EXPENSE 78,000 78,000   0
REPAIRS 11,967 11,967   0
SECURITY 4,508 4,508   0
TELEPHONE 4,044 4,044   0
UTILITIES 55,722 55,722   0
APPRAISAL FEE 4,600 4,600   0
BANK CHARGE 49 49   0


TY 2023 OtherIncomeSchedule2
Name:
CKENNETH & LAURA BAXTER FOUNDATIONINC
 
C/O EISNER ADVISORY GROUP LLC
EIN:
59-2706460
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CLASS ACTION SETTLEMENT 771 771 771


TY 2023 OtherProfessionalFeesSchedule
Name:
CKENNETH & LAURA BAXTER FOUNDATIONINC
 
C/O EISNER ADVISORY GROUP LLC
EIN:
59-2706460
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY & CUSTODIAN FEES 116,428 116,482   0


TY 2023 SubstantialContributorsSch
Name:
CKENNETH & LAURA BAXTER FOUNDATIONINC
 
C/O EISNER ADVISORY GROUP LLC
EIN:
59-2706460
Name Address
LAURA BAXTER CRUT 3-1-73 FBO ELIZABETH MICHELL
  		132 ROYAL PALM WAY
PALM BEACH,FL33480


TY 2023 TaxesSchedule
Name:
CKENNETH & LAURA BAXTER FOUNDATIONINC
 
C/O EISNER ADVISORY GROUP LLC
EIN:
59-2706460
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 5,988 0   0
REAL ESTATE TAXES 5,351 5,351   0