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Nonprofiteer
← COMBINED BAKER TRUST

Form 990 for tax year 2025

Filed by COMBINED BAKER TRUST.

Totals

Total revenue
$233,072
Total expenses
$161,147
Contributions and grants received
$0
Grants paid
$114,000
Program service revenue
$0
Investment income
$233,072
Other revenue
$0
Total assets, end of year
$2,689,037
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,689,037
Program services expenses (Part IX)
$132,436
Management and general expenses
$28,711
Fundraising expenses
$0
Program service expenses (Part III)
$114,000

Program services were 82.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $72,426 · excluded $72,426

  • 7a · Gross sales of assets other than inventory

    securities $1,356,369

  • 7b · Less cost or other basis and sales expenses

    securities $1,195,723

  • 7c · Gain or loss

    securities $160,646

  • 7d · Net gain or loss

    total $160,646 · excluded $160,646

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $114,000 · program services $114,000

  • 5 · Compensation of officers, directors and key employees

    total $46,089 · program services $18,436 · management and general $27,653

  • 24a · Other expenses: FOREIGN TAX WITHELD

    total $1,058 · management and general $1,058

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $66,105 · end of year $85,474

  • 11 · Investments: publicly traded securities

    beginning of year $2,551,683 · end of year $2,603,563

  • 29 · Capital stock, trust principal or current funds

    beginning of year $2,617,788 · end of year $2,689,037

Mission and programs · 2025

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

  • GERMANTOWN AVENUE CRISIS MINISTRY, 35 W CHELTEN AVE, PHILADELPHIA, PA 19144

    Expenses $22,325 · Grants $22,325

  • CENTER IN THE PARK, 5818 GERMANTOWN AVE, PHILADELPHIA, PA 19144

    Expenses $17,575 · Grants $17,575

  • GERMANTOWN FRIENDS, 31 W COULTER ST, PHILADELPHIA, PA 19144

    Expenses $16,000 · Grants $16,000

  • Expenses $58,100 · Grants $58,100

As filed on the 2025 return.

Listed in Part VII

  • LARISSA RENSHAW WHITMAN

    TRUSTEE

    Total calculated
    $0

  • DONALD PIZAR

    TRUSTEE, THE FIRST PRESBYTERIAN CHURCH I

    Total calculated
    $0

  • FAITH WOLFORD

    TRUSTEE, THE FIRST PRESBYTERIAN CHURCH I

    Total calculated
    $0

  • EARL BALL

    TRUSTEE, THE PRESBYTERY OF PHILADELPHIA

    Total calculated
    $0

  • SHARON HARVEY

    TRUSTEE, THE PRESBYTERY OF PHILADELPHIA

    Total calculated
    $0

  • LINNELL MCCURRY

    TRUSTEE, PHILA YEARLY MEETING OF RELIGIO

    Total calculated
    $0

  • BNY MELLON NA

    TRUSTEE

    Total calculated
    $46,089
    From this org
    $46,089
    From related orgs
    $0
    Other
    $0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2025
Filed
21 April 2026
IRS schema version
2025v4.0
Source object
202621269349302322

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