JO ANN OBENSHAIN SCHOLARSHIP FUND: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: JO ANN OBENSHAIN SCHOLARSHIP FUND (EIN 84-5160885)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-10-15
IRS object ID: 202432899349101173
Schema version: 2023v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Other Decreases Schedule
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-10-15T19:09:35-04:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	770344660	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KEATHLEY MAXWELL & ANTONGIOVANNI LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4260 TRUXTUN AVE STE 140	AddressLine1Txt
City	BAKERSFIELD	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	933090682	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	845160885	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JO ANN OBENSHAIN SCHOLARSHIP FUND	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	JOAN	BusinessNameControlTxt
Phone	6618314676	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5100 CALIFORNIA AVE STE 227	AddressLine1Txt
City	BAKERSFIELD	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93309	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DOUGLAS CAROTHERS	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	6618314676	PhoneNum
Signature	2024-10-10	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ALAN KEATHLEY	PreparerPersonNm
PTIN	P00085220	PTIN
Phone	6616353180	PhoneNum
Preparation	2024-10-10	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$96,001	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$9,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$2,254	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$2,254	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$2,254	InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss	$11,254	TotalRevAndExpnssAmt
Total Net Invst Incm	$2,254	TotalNetInvstIncmAmt
Total Adj Net Incm	$2,254	TotalAdjNetIncmAmt
Taxes Rev And Expnss	$50	TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$50	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$2,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$2,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,050	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$2,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$9,204	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,254	NetInvestmentIncomeAmt
Adjusted Net Income	$2,254	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$86,572	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$96,001	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$96,001	SavAndTempCashInvstEOYFMVAmt
Total Assets BOY	$86,572	TotalAssetsBOYAmt
Total Assets EOY	$96,001	TotalAssetsEOYAmt
Total Assets EOYFMV	$96,001	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$86,572	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$96,001	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$86,572	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$96,001	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$86,572	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$96,001	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$86,572	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$9,204	ExcessRevenueOverExpensesAmt
Other Increases	$229	OtherIncreasesAmt
Subtotal	$96,005	SubtotalAmt
Other Decreases	$4	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$96,001	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$31	InvestmentIncomeExciseTaxAmt
Subtotal	$31	SubtotalAmt
Tax Based On Investment Income	$31	TaxBasedOnInvestmentIncomeAmt
Tax Due	$31	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	DOUGLAS CAROTHERS	IndividualWithBooksNm
Phone	6618314676	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	5100 CALIFORNIA AVE STE 227	AddressLine1Txt
City	BAKERSFIELD	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93309	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
DEBRA YOUNG
5100 CALIFORNIA AVE SUITE 227	BAKERSFIELD	CA	93309	PRESIDENT	000.00	$0	$0	$0
DONALD CAROTHERS
5100 CALIFORNIA AVE SUITE 227	BAKERSFIELD	CA	93309	SECRETARY	000.00	$0	$0	$0
DOUGLAS CAROTHERS
5100 CALIFORNIA AVENUE SUITE 227	BAKERSFIELD	CA	93309	TREASURER	000.00	$0	$0	$0
ANN GRAY
5100 CALIFORNIA AVENUE SUITE 227	BAKERSFIELD	CA	93309	DIRECTOR	000.00	$0	$0	$0
CHRISTINA REYNOSO
4132 DEMAREE STREET SUITE B	VISALIA	CA	93277	DIRECTOR	000.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$0	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$0	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$0	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$0	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Tax Based On Investment Income	$31	TaxBasedOnInvestmentIncomeAmt
Total Tax	$31	TotalTaxAmt
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,000	ExpensesAndContributionsAmt
Qualifying Distributions	$2,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1	$3,150	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$3,150	TotalExcessDistributionCyovAmt
Qualifying Distributions	$2,000	QualifyingDistributionsAmt
Remaining Distri From Corpus	$2,000	RemainingDistriFromCorpusAmt
Total Corpus	$5,150	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$5,150	ExcessDistriCyovToNextYrAmt
Excess From Year1	$3,150	ExcessFromYear1Amt
Excess From Current Year	$2,000	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	DOUGLAS CAROTHERS	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	5100 CALIFORNIA AVENUE SUITE 227	AddressLine1Txt
City	BAKERSFIELD	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93309	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	6618314676	RecipientPhoneNum
Recipient Email Address	DOUGLAS@PAMINSURANCE.COM	RecipientEmailAddressTxt
Form And Info And Materials	THE APPLICATION SHALL CONSIST OF AN APPLICATION FORM, ONE LETTER OF RECOMMENDATION FROM A PROFESSIONAL OR SCHOLASTIC SOURCE, A BRIEF ESSAY, AND AN INTERVIEW, OTHER MATERIAL AS DETERMINED BY THE MEMBERS.	FormAndInfoAndMaterialsTxt
Submission Deadlines	APPLICATION PERIOD: MAY 1 - MAY 31 - FOR FALL SEMESTER AWARD OCTOBER 1 - OCTOBER 31 - FOR SPRING SEM	SubmissionDeadlinesTxt
Restrictions On Awards	AWARD ELIGIBILITY- 1. ENROLLED IN THE MOST CURRENT TERM AT AN ACCREDITED INSTITUTION 2. PURSING A DEGREE IN AGRICULTURE; OR DEMONSTATE THAT THEY PLAN TO HAVE A CAREER IN AGRICULTURE OR AGRICULTURE ADJACENT BUSINESS 3. HAVE A GPA OF 2.0 TO 3.0	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Field	Value	IRS element (for citing)
Recipient Person	DONATIONS NONE GREATER THAN 1000	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	5100 CALIFORNIA AVE 227	AddressLine1Txt
City	BAKERSFIELD	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93309	ZIPCd

Field	Value	IRS element (for citing)
Recipient Relationship	NONE	RecipientRelationshipTxt
Grant Or Contribution Purpose	EDUCATION	GrantOrContributionPurposeTxt
Amt	$2,000	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$2,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$2,254	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$2,254	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2,254	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PERSONAL AG MANAGEMENT LLC	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	5100 CALIFORNIA AVE SUITE 227	AddressLine1Txt
City	BAKERSFIELD	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93309	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$9,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	NONDEDUCTIBLE EXPENSES	Desc
Amt	$4	Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN	Desc
Amt	$229	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	DOJ FILINGS	CategoryTxt
Amt	$50	Amt

Comments