VIRGINIA AND ALFRED HARRELL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- VIRGINIA AND ALFRED HARRELL FOUNDATION (EIN 95-3227803)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-09
- IRS object ID
- 202303139349102960
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-09T17:19:26-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953705481 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBICH HOOPER KING DILL HOFFMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5001 E COMMERCENTER DR STE 350 | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953227803 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VIRGINIA AND ALFRED HARRELL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VIRG | BusinessNameControlTxt |
| Phone | 6613957256 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 11171 | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93389 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACY COWENHOVEN | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 6613957256 | PhoneNum |
| Signature | 2023-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TRACY | PersonFirstNm |
| Person Last | COWENHOVEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL D STEVENSON | PreparerPersonNm |
| PTIN | P01397465 | PTIN |
| Phone | 6616311171 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,632,322 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,019 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,019 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $292,105 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $292,105 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$82,904 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,912,190 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $212,220 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $295,124 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $78,097 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $78,097 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $53,855 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,855 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32,984 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $167 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,457 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $177,068 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,022 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $78,097 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $737,240 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $737,240 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $914,308 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,022 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $815,337 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$702,088 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $241,102 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $174,488 | CashBOYAmt |
| Cash EOY | $1,613,080 | CashEOYAmt |
| Cash EOYFMV | $1,613,080 | CashEOYFMVAmt |
| Other Investments BOY | $16,623,016 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,482,336 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,019,242 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,797,504 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,095,416 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,632,322 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $16,797,504 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,095,416 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,797,504 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,095,416 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,797,504 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,095,416 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,797,504 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$702,088 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,095,416 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,095,416 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BERNSTEIN ST COVERED #21888 | P | 2021-03-01 | 2022-12-22 | $711,118 | $789,534 | -$78,416 | -$78,416 |
| BERNSTEIN LT COVERED | P | 2020-10-13 | 2022-12-23 | $3,071,040 | $3,205,560 | -$134,520 | -$134,520 |
| CAPITAL GAINS DIVIDENDS | P | $130,032 | $130,032 | $130,032 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$82,904 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,351 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,351 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,351 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,338 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,338 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,987 | OverpaymentAmt |
| Applied To ES Tax | $20,987 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.VAHFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MICHAEL STEVENSON CPA | IndividualWithBooksNm |
| Phone | 6616311171 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 11171 | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93389 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| VIRGINIA COWENHOVEN | ||||||||
| PO BOX 11171 | BAKERSFIELD | CA | 93389 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| VIRGINIA MOORHOUSE | ||||||||
| PO BOX 11171 | BAKERSFIELD | CA | 93389 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| TRACEY COWENHOVEN | ||||||||
| PO BOX 11171 | BAKERSFIELD | CA | 93389 | VICE PRESIDENT | 30.00 | $78,097 | $0 | $0 |
| JOHN MOORHOUSE | ||||||||
| PO BOX 11171 | BAKERSFIELD | CA | 93389 | SECRETARY/TREASURER | 0.50 | $0 | $0 | $0 |
| PETER COWENHOVEN | ||||||||
| PO BOX 11171 | BAKERSFIELD | CA | 93389 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,376,373 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $298,133 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,674,506 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,674,506 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $235,118 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,439,388 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $771,969 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $771,969 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,351 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,351 | TotalTaxAmt |
| Distributable Before Adj | $768,618 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $768,618 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $768,618 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $815,337 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $815,337 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $768,618 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $200,976 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $59,666 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $260,642 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $815,337 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $768,618 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $46,719 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $307,361 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $307,361 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $200,976 | ExcessFromYear3Amt |
| Excess From Year2 | $59,666 | ExcessFromYear2Amt |
| Excess From Current Year | $46,719 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TRACY COWENHOVEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BIN 440 | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6613957290 | RecipientPhoneNum |
| Recipient Email Address | TCOWENHOVEN@BAKERSFIELD | RecipientEmailAddressTxt |
| Form And Info And Materials | GRANT APPLICATION FORM AVAILABLE ON FOUNDATION WEBSITE. SHALL PROVIDE: ORGANIZATION NAME, ADDRESS, CONTACT PERSON, PURPOSE OF ORGANIZATION, PROJECT FOR WHICH FUNDS ARE SOUGHT, PROJECT NEEDS, INFORMATION RELATED TO SIMILAR PROGRAMS, FUTURE FUNDING, INFORMATION RELATING TO LASTING BENEFITS, AND INVOLVEMENT OF OTHER GROUPS. REQUESTS MUST ALSO INCLUDE A BUDGET FOR THE PROJECT, OPERATIONG BUDGET FOR THE ORGANIZATION, IRS EXEMPTION LETTER, AND A LIST OF THOSE ON THE GOVERNING BOARD. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 8 AND OCTOBER 18 | SubmissionDeadlinesTxt |
| Restrictions On Awards | DISBURSE FUNDS SPECIFICALLY FOR EDUCATION AND THE ARTS TO ORGANIZATIONS IN KERN COUNTY THAT ARE EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF THE INTERNAL REVENUE CODE 501(C)(3) EXEMPTION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE AGAINST FAMILY AND SEXUAL ASSAULT | |||||||
| 1912 19TH STREET | BAKERSFIELD | CA | 93301 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $78,265 |
| ASSISTANCE LEAGUE OF BAKERSFIELD | |||||||
| PO BOX 2286 | BAKERSFIELD | CA | 93303 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $10,000 |
| BAKERSFIELD SENIOR CENTER | |||||||
| 530 4TH STREET | BAKERSFIELD | CA | 93304 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $15,000 |
| CHILD GUIDANCE GUILD OF BAKERSFIELD INC | |||||||
| 13305 DA VANCI DRIVE | BAKERSFIELD | CA | 93314 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $16,605 |
| CHILDREN FIRST CAMPAIGN | |||||||
| 107 17TH STREET | BAKERSFIELD | CA | 93301 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $55,000 |
| CONSULTING AND RECUING EQUINE CARE LLC | |||||||
| PO BOX 545 | BODFISH | CA | 93205 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $5,000 |
| CRITTERS WITHOUT LITTERS | |||||||
| 4300 STINE ROAD 270 | BAKERSFIELD | CA | 93313 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $30,000 |
| FLOOD BAKERSFIELD MINISTRIES | |||||||
| 1830 TRUXTON AVENUE SUITE 120 | BAKERSFIELD | CA | 93301 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $71,900 |
| FOX THEATRE FOUNDATION | |||||||
| 2001 H STREET | BAKERSFIELD | CA | 93301 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $24,000 |
| HOFFMAN HOSPICE | |||||||
| 4325 BUENA VISTA ROAD BLDG A | BAKERSFIELD | CA | 93311 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $38,198 |
| KERN ATHLETIC FENCING FOUNDATION | |||||||
| 10717 LOUGHTON AVENUE | BAKERSFIELD | CA | 93311 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $6,000 |
| KERN COUNTY CANCER FOUNDATION | |||||||
| 6501 TRUXTON AVENUE | BAKERSFIELD | CA | 93309 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $45,000 |
| KERN COUNTY MUSEUM FOUNDATION | |||||||
| 3801 CHESTER AVENUE | BAKERSFIELD | CA | 93301 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $40,000 |
| KERN DANCE ALLIANCE | |||||||
| PO BOX 12407 | BAKERSFIELD | CA | 93389 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $5,000 |
| KERN PARTNERSHIP FOR CHILDREN AND FAMILIES | |||||||
| 100 E CALIFORNIA AVENUE | BAKERSFIELD | CA | 93307 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $20,000 |
| KERN RIVER CONSERVANCY | |||||||
| PO BOX 1042 | KERNVILLE | CA | 93238 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $25,000 |
| KERN RIVER PARKWAY FOUNDATION | |||||||
| PO BOX 1602 | BAKERSFIELD | CA | 93302 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $5,000 |
| LEAGUE OF DREAMS INC | |||||||
| 7737 MEANY AVENUE SUITE B5 | BAKERSFIELD | CA | 93308 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $5,000 |
| LINKS FOR LIFE | |||||||
| 5301 OFFICE PARK DRIVE 370 | BAKERSFIELD | CA | 93309 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $15,000 |
| LISTEN TO SHAFTER | |||||||
| 553 PADRE DRIVE | SHAFTER | CA | 93263 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $20,000 |
| PET MATCH MAKER CALIFORNIA | |||||||
| 440 CROSS TIMBERS DRIVE | DOUBLE OAK | TX | 75077 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $12,000 |
| RM PYLES BOYS CAMP | |||||||
| 27211 HENRY MAYO DRIVE | VALENCIA | CA | 91355 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $12,217 |
| SJV WATER | |||||||
| 11715 BROCKRIDGE COURT | BAKERSFIELD | CA | 93312 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $40,000 |
| STRENGTH OF SHADOW DOG RESCUE INC | |||||||
| PO BOX 97 | BODFISH | CA | 93205 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $7,000 |
| TEHACHAPI COMMUNITY ORCHESTRA FOUNDATION | |||||||
| PMB 400 785 TUCKER ROAD G | TEHACHAPI | CA | 93561 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $6,000 |
| TEJON RANCH CONSERVANCY | |||||||
| PO BOX 216 | FRAZIER PARK | CA | 93225 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $25,000 |
| THE HUB OF BAKERSFIELD | |||||||
| 107 17TH STREET | BAKERSFIELD | CA | 93301 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $22,000 |
| TRANSFORMATION BY BAKERSFIELD ANGELS | |||||||
| 8200 STOCKDALE HWY STE 310-261 | BAKERSFIELD | CA | 93311 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $16,500 |
| TUBATULABALS OF KERN VALLEY | |||||||
| PO BOX 833 | WELDON | CA | 93283 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $25,500 |
| UNITED WAY OF KERN | |||||||
| 1707 EYE STREET 3RD FLOOR | BAKERSFIELD | CA | 93301 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $30,000 |
| WOUNDED HEROES FUND OF BAKERSFIELD | |||||||
| 3121 STANDARD STREET | BAKERSFIELD | CA | 93308 | NONE | EXEMPT ORG. | PRGRAM SERVICE SUPPORT | $11,055 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $737,240 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,019 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $292,105 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$82,904 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $212,220 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $212,220 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,675 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SANFORD BERNSTEIN SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $14,482,336 | BookValueAmt |
| EOYFMV | $13,019,242 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $385 | $0 | $0 |
| WEBSITE MAINTENANCE & SOFTWARE LICENSES | $432 | $0 | $0 |
| BANK FEES | $346 | $0 | $0 |
| LICENSES & SUBSCRIPTIONS | $9,294 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $53,855 | Amt |
| Net Investment Income | $53,855 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES & FILING FEES | $32,817 | $0 | $0 |
| FOREIGN TAX | $167 | $167 | $0 |
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