VIRGINIA AND ALFRED HARRELL FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- VIRGINIA AND ALFRED HARRELL FOUNDATION (EIN 95-3227803)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-09
- IRS object ID
- 201823139349100632
- Schema version
- 2017v2.3
- 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 Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-09T13:16:59-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | MICHELLE CHANTRY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 6613957256 | PhoneNum |
| Signature | 2018-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL D STEVENSON | PreparerPersonNm |
| PTIN | P01397465 | PTIN |
| Phone | 6616311171 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 97.78.225.98 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-08 | IPDt |
| IP Tm | 11:25:09 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BFAB01C35C664CEA3457D64C8B4E2248FFB952A8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 204AE3AF3FEA25E17C775D70A6036C87D92B1A4C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,837,798 | 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 | $156 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $156 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $245,377 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $245,377 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $337,516 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,890,510 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $337,516 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,017 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,017 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $584,066 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $584,066 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $48,192 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $48,192 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $7,229 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $7,229 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,570 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,570 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $28,597 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,597 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,375 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,424 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,951 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,833 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,833 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $117,796 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,591 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $61,205 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $710,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $710,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $828,646 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,591 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $772,055 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$244,580 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $527,475 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $33,221 | CashBOYAmt |
| Cash EOY | $93,569 | CashEOYAmt |
| Cash EOYFMV | $93,569 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,237 | SavAndTempCashInvstBOYAmt |
| Other Investments BOY | $15,500,900 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,744,229 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,744,229 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,537,358 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,837,798 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,837,798 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $50,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $50,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $15,487,358 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,837,798 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,487,358 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,837,798 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,537,358 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,837,798 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,487,358 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$244,580 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,595,020 | OtherIncreasesAmt |
| Subtotal | $16,837,798 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,837,798 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BERNSTEIN SHORT TERM COVERED | P | 2017-01-01 | 2017-06-30 | $299,037 | $299,616 | -$579 | -$579 |
| BERNSTEIN LONG TERM COVERED | P | 2015-01-01 | 2017-06-30 | $1,385,171 | $1,167,268 | $217,903 | $217,903 |
| BERNSTEIN LONG TERM NONCOVERED | P | 2011-12-13 | 2017-06-30 | $106,910 | $86,110 | $20,800 | $20,800 |
| BERNSTEIN CASH IN LIEU OF FRACTIONAL SHARES | P | 2011-12-13 | 2017-06-30 | $78 | $78 | $78 | |
| CAPITAL GAINS DIVIDENDS | P | $99,314 | $99,314 | $99,314 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $337,516 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $883,258 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,126,861 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058390 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $941,811 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,928,705 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.067617 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $854,263 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,789,153 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.079178 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $594,940 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,605,751 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061936 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $406,086 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,771,740 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070358 | DistributionYr5Rt |
| Total Distribution | 0.337479 | TotalDistributionRt |
| Average Distribution | 0.067496 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,192,306 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,092,916 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,275 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,098,191 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $772,055 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,550 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,550 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,550 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $101 | EsPenaltyAmt |
| Tax Due | $10,651 | TaxDueAmt |
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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 | $48,192 | $7,229 | $0 |
| CYNTHIA ICARDO | ||||||||
| PO BOX 11171 | BAKERSFIELD | CA | 93389 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| SHERYL BARBICH | ||||||||
| PO BOX 11171 | BAKERSFIELD | CA | 93389 | BOARD MEMBER | 0.50 | $0 | $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 | $16,283,860 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $155,029 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,438,889 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,438,889 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $246,583 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,192,306 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $809,615 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $809,615 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,550 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,550 | TotalTaxAmt |
| Distributable Before Adj | $799,065 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $799,065 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $799,065 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $772,055 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $772,055 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $772,055 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $799,065 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $112,722 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $127,420 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $331,035 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $268,376 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $130,187 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $969,740 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $772,055 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $772,055 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $27,010 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $27,010 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $942,730 | 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 | $85,712 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $857,018 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $127,420 | ExcessFromYear4Amt |
| Excess From Year3 | $331,035 | ExcessFromYear3Amt |
| Excess From Year2 | $268,376 | ExcessFromYear2Amt |
| Excess From Year1 | $130,187 | ExcessFromYear1Amt |
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 (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CALIFORNIA CITY ANIMAL | |||||||
| 5000 LINDBERGH BLVD | CALIFORNIA CITY | CA | 93505 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $3,500 |
| KEEPERS OF THE KERN INC | |||||||
| PO BOX 655 | KERNVILLE | CA | 93238 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $4,000 |
| KERN AGRICULTURAL FOUNDATION | |||||||
| 501 SOUTH MT VERNON AVE | BAKERSFIELD | CA | 93307 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $7,000 |
| ALL THE KING'S HORSES OF ROBISON RANCH | |||||||
| 505 N SCOTT | RIDGECREST | CA | 93555 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $8,000 |
| BAKERSFIELD MUSIC THEATRESTARS | |||||||
| 1931 CHESTER AVE | BAKERSFIELD | CA | 93301 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $10,000 |
| BAKERSFIELD PET FOOD PANTRY | |||||||
| PO BOX 20801 | BAKERSFIELD | CA | 93390 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $5,000 |
| BAKERSFIELD POLICE ACTIVITIES LEAGUE | |||||||
| 301 EAST 4TH STREET | BAKERSFIELD | CA | 93307 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $10,000 |
| BAKERSFIELD SPCA | |||||||
| 3000 GIBSON STREET | BAKERSFIELD | CA | 93308 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $25,000 |
| BITS-O-HEAVEN RANCH INC | |||||||
| 13453 OLEN AVE | BAKERSFIELD | CA | 93311 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $18,500 |
| BOYS & GIRLS CLUBS OF KERN COUNTY | |||||||
| 801 NILES STREET | BAKERSFIELD | CA | 93385 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $15,751 |
| CALIFORNIA STATE OLD TIME FIDDLERS ASSOCIATION DISTRICT 3 | |||||||
| 785 TUCKER RD | TEHACHAPI | CA | 93561 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $5,000 |
| CALIFORNIA NATIVE PLANT SOCIETY | |||||||
| 2707 K STREET 1 | SACRAMENTO | CA | 95816 | NONE | EXEMPT ORG. | PROGRAM SERVICES SUPPORT | $7,500 |
| CHRISTMAS FOR SENIORS OF KERN COUNTY INC | |||||||
| 11704 LEIGH RIVER STREET | BAKERSFIELD | CA | 93312 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $5,000 |
| CRITTERS WITHOUT LITTERS | |||||||
| 4300 STINE RD 720 | BAKERSFIELD | CA | 93313 | NONE | EXEMPT ORG. | PROGRAM SERVICES SUPPORT | $10,000 |
| DONORS CHOOSE | |||||||
| 134 WEST 37TH STREET | NEW YORK | NY | 10018 | NONE | EXEMPT ORG. | PROGRAM SERVICES SUPPORT | $12,000 |
| FRIENDS OF THE KERN COUNTY ANIMAL SHELTERS | |||||||
| PO BOX 11494 | BAKERSFIELD | CA | 93389 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $5,000 |
| HAVE A HEART HUMANE SOCIETY | |||||||
| 1121 W VALLEY BLVD STE A | TEHACHAPI | CA | 93561 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $12,000 |
| HELPING ANIMALS LIVE TOMORROW RESCUE | |||||||
| 2600 19TH STREET | BAKERSFIELD | CA | 93301 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $10,000 |
| KERN ATHLETIC FENCING FOUNDATION | |||||||
| 10717 LOUGHTON AVE | BAKERSFIELD | CA | 93311 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $10,000 |
| KERN COUNTY CHAPTER OF CALIFORNIA | |||||||
| PO BOX 81772 | BAKERSFIELD | CA | 93308 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $15,295 |
| KERN COUNTY MUSEUM FOUNDATION | |||||||
| 3801 CHESTER AVE | BAKERSFIELD | CA | 93301 | NONE | EXEMPT ORG. | PROGRAM SERVICES SUPPORT | $10,500 |
| KERN DANCE ALLIANCE | |||||||
| PO BOX 12407 | BAKERSFIELD | CA | 93389 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $9,000 |
| KERN LITERACY COUNCIL | |||||||
| 331 18TH STREET | BAKERSFIELD | CA | 93301 | NONE | EXEMPT ORG. | PROGRAM SERVICES SUPPORT | $8,000 |
| LIGHTWAVE EDUCATION | |||||||
| 333 PALMER DRIVE | BAKERSFIELD | CA | 93309 | NONE | EXEMPT ORG. | PROGRAM SERVICES SUPPORT | $15,000 |
| MARLEY'S MUTTS SPAY & NEUTER | |||||||
| 785 TUCKER RD | TEHACHAPI | CA | 93561 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $10,000 |
| MERCY FOUNDATION-BAKERSFIELD DBA | |||||||
| PO BOX 119 | BAKERSFIELD | CA | 93302 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $10,926 |
| PET MATCH MAKER CALIFORNIA | |||||||
| 16612 PALM AVE | BAKERSFIELD | CA | 93314 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $12,000 |
| SALVATION ARMY | |||||||
| 832 FOLSOM STREET | SAN FRANCISCO | CA | 94107 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $11,878 |
| SOX RESCUE | |||||||
| 3917 STOCKDALE HIGHWAY | BAKERSFIELD | CA | 93309 | NONE | EXEMPT ORG. | PROGRAM SERVICES SUPPORT | $10,000 |
| ST VINCENT DE PAUL | |||||||
| 404 WEST E STREET | TEHACHAPI | CA | 93561 | NONE | EXEMPT ORG. | PROGRAM SERVICES SUPPORT | $5,000 |
| TEHACHAPI COMMUNITY ORCHESTRA FOUNDATION | |||||||
| 785 TUCKER RD | TEHACHAPI | CA | 93561 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $5,000 |
| TEHACHAPI MOUNTAIN RODEO ASSOCIATION | |||||||
| PO BOX 63 | TEHACHAPI | CA | 93581 | NONE | EXEMPT ORG. | PROGRAM SERVICES SUPPORT | $20,000 |
| WHISKERS PAWS HOOVES & CLAWS ANIMAL ADVOCACY | |||||||
| 20038 DENNISON RD | TEHACHAPI | CA | 93561 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $10,000 |
| DOWNTOWN BAKERSFIELD DEVELOPMENT | |||||||
| 1330 TRUXTUN AVE A | BAKERSFIELD | CA | 93301 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $25,000 |
| GARDEN PATHWAYS | |||||||
| 1616 29TH STREET | BAKERSFIELD | CA | 93301 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $50,000 |
| MERCY FOUNDATION-BAKERSFIELD | |||||||
| PO BOX 119 | BAKERSFIELD | CA | 93302 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $100,000 |
| REBUILDING TOGETHER KERN COUNTY | |||||||
| PO BOX 11622 | BAKERSFIELD | CA | 93389 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $25,000 |
| RECYCLING LIVES | |||||||
| 3313 TELLURIDE CT | BAKERSFIELD | CA | 93309 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $50,000 |
| TREE FOUNDATION OF KERN | |||||||
| PO BOX 2871 | BAKERSFIELD | CA | 93303 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $100,000 |
| UNITED WAY OF KERN COUNTY | |||||||
| 5405 STOCKDALE HWY STE 200 | BAKERSFIELD | CA | 93309 | NONE | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $710,850 | 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 | $156 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $245,377 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,017 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $337,516 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $584,066 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $584,066 | 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 | $20,570 | Amt |
| Net Investment Income | $20,570 | 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 | $16,744,229 | BookValueAmt |
| EOYFMV | $16,744,229 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $660 | $0 | $660 |
| WEBSITE MAINTENANCE & SOFTWARE LICENSES | $396 | $0 | $396 |
| BANK FEES | $777 | $0 | $777 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISC. INCOME | $50 | $50 | $50 |
| SANFORD C BERNSTEIN & CO, LLC | $967 | $967 | $967 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2017 UNREALIZED GAIN/LOSS | Desc |
| Amt | $1,595,020 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH ADVANCE - TBC | Desc |
| BOY Book Value | $50,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $26,922 | $26,922 | $0 |
| PROFESSIONAL FEES | $550 | $550 | $0 |
| GRANT APPLICATION FEES | $1,125 | $1,125 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES & FILING FEES | $3,352 | $3,352 | $0 |
| PAYROLL TAXES | $3,951 | $0 | $3,951 |
| FOREIGN TAXES | $4,072 | $4,072 | $0 |
Comments