BETA

LAKE FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
LAKE FAMILY FOUNDATION (EIN 77-0499114)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-15
IRS object ID
201701359349102860
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-15T12:22:18-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391774588PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1VOGEL CONSULTING GROUP SCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13415 GATEWAY ROADAddressLine1Txt
CityBROOKFIELDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53045ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770499114EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAKE FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O CYNTHIA G LAKEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLAKEBusinessNameControlTxt
Phone6613999124PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 20896AddressLine1Txt
CityBAKERSFIELDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP933900896ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCYNTHIA G LAKEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6613999124PhoneNum
Signature2017-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHANNON M ZURPreparerPersonNm
PTINP00366024PTIN
Phone6616353180PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address207.250.104.202IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-05IPDt
IP Tm10:51:45IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id4F367D15F8370D3E84DE6843411AB7E1EE6F3729AtSubmissionCreationDeviceId
At Submission Filing Device IdCF7E78B6863F878158638885A16F08C120C0BF5BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,622,543FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$191,099DividendsRevAndExpnssAmt
Dividends Net Invst Incm$191,099DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$47,849NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$937,181GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$47,849CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$238,948TotalRevAndExpnssAmt
Total Net Invst Incm$238,948TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,446AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$222AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,224AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,675TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,675TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$162OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$162OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,283TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,897TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,386TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$337,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$337,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$345,683TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,897TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$341,786TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$106,735ExcessRevenueOverExpensesAmt
Net Investment Income$235,051NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,348CashBOYAmt
Cash EOY$5,869CashEOYAmt
Cash EOYFMV$5,869CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,012,794SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$336,344SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$336,344SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,792,786CorporateStockBOYAmt
Corporate Stock EOY$1,848,091CorporateStockEOYAmt
Corporate Stock EOYFMV$2,080,163CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,609,620CorporateBondsBOYAmt
Corporate Bonds EOY$1,541,406CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,516,710CorporateBondsEOYFMVAmt
Other Investments BOY$200,000OtherInvestmentsBOYAmt
Other Investments EOY$250,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$251,110OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,292LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,292LandBldgEquipAccumDeprecAmt
Other Assets BOY$1,893,427OtherAssetsBOYAmt
Other Assets EOY$2,429,645OtherAssetsEOYAmt
Other Assets EOYFMV$2,432,347OtherAssetsEOYFMVAmt
Total Assets BOY$6,513,975TotalAssetsBOYAmt
Total Assets EOY$6,411,355TotalAssetsEOYAmt
Total Assets EOYFMV$6,622,543TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$6,513,975RetainedEarningBOYAmt
Retained Earning EOY$6,411,355RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,513,975TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,411,355TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,513,975TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,411,355TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,513,975TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$106,735ExcessRevenueOverExpensesAmt
Other Increases$4,115OtherIncreasesAmt
Subtotal$6,411,355SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,411,355TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SCHWAB - SHORT TERM2016-01-012016-12-15$3,849$3,618$231$231
SCHWAB - LONG TERM2013-01-142016-12-22$890,798$885,714$5,084$5,084
CAPITAL GAINS DIVIDENDS$42,534$42,534$42,534P
FieldValueIRS element (for citing)
Capital Gain Net Income$47,849CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$524,164AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,888,311NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.076095DistributionYr1Rt
Adjusted Qlfy Distri Yr2$355,777AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,594,862NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.077429DistributionYr2Rt
Adjusted Qlfy Distri Yr3$300,992AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,892,127NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.077334DistributionYr3Rt
Adjusted Qlfy Distri Yr4$198,100AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,075,543NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.064411DistributionYr4Rt
Adjusted Qlfy Distri Yr5$144,906AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,289,269NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.063298DistributionYr5Rt
Total Distribution0.358567TotalDistributionRt
Average Distribution0.071713AverageDistributionRt
Net Vl Noncharitable Assets$6,353,854NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$455,654AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,351NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$458,005AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$341,786QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,701InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,701SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,701TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,984EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,984TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$717TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressHTTP://WWW.LAKEFAMILYFOUNDATION.ORG/WebsiteAddressTxt
Individual With BooksCYNTHIA G LAKEIndividualWithBooksNm
Phone6613999124PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18200 STOCKDALE HIGHWAY M-110 335AddressLine1Txt
CityBAKERSFIELDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93311ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CYNTHIA G LAKE
PO BOX 20896BAKERSFIELDCA933900896PRESIDENT1.25$0$0$0
JOHN PAUL LAKE
PO BOX 20896BAKERSFIELDCA933900896TREASURER1.00$0$0$0
SHEILA LAKE
PO BOX 20896BAKERSFIELDCA933900896SECRETARY0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,120,972AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$329,641AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,450,613TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,450,613AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$96,759CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,353,854NetVlNoncharitableAssetsAmt
Minimum Investment Return$317,693MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$317,693MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,701TaxBasedOnInvestmentIncomeAmt
Total Tax$4,701TotalTaxAmt
Distributable Before Adj$312,992DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$312,992DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$312,992DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$341,786ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$341,786QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$341,786AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$312,992DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$46,242ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$110,222ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$137,680ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$183,460ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$477,604TotalExcessDistributionCyovAmt
Qualifying Distributions$341,786QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$312,992AppliedToCurrentYearAmt
Remaining Distri From Corpus$28,794RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$506,398TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$506,398ExcessDistriCyovToNextYrAmt
Excess From Year4$46,242ExcessFromYear4Amt
Excess From Year3$110,222ExcessFromYear3Amt
Excess From Year2$137,680ExcessFromYear2Amt
Excess From Year1$183,460ExcessFromYear1Amt
Excess From Current Year$28,794ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADAKC
4203 BUENA VISTA RDBAKERSFIELDCA93311PUBLIC CHARITYCARRY OUT CHARITABLE PURPOSE OF FOUNDATION$300,000
ADULT LITERACY COUNCIL
331 18TH STREETBAKERSFIELDCA93301PUBLIC CHARITYCARRY OUT CHARITABLE PURPOSE OF FOUNDATION$5,000
BAKERSFIELD HOMELESS AMBASSADOR PROGRAM
5405 STOCKDALE HIGHWAY 200BAKERSFIELDCA93309PUBLIC CHARITYCARRY OUT CHARITABLE PURPOSE OF FOUNDATION$20,000
CASA
1717 COLUMBUS STREETBAKERSFIELDCA93305PUBLIC CHARITYCARRY OUT CHARITABLE PURPOSE OF FOUNDATION$2,500
FRIENDS OF THE KERN COUNTY FAIR
1142 SO P STREETBAKERSFIELDCA93307PUBLIC CHARITYCARRY OUT CHARITABLE PURPOSE OF FOUNDATION$3,400
OLIVE KNOLLS CHRISTIAN SCHOOL
6201 FRUITVALE AVEBAKERSFIELDCA93308PUBLIC CHARITYCARRY OUT CHARITABLE PURPOSE OF FOUNDATION$6,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$337,400TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$191,099ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$47,849ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$238,948ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$238,948TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryVOGEL CONSULTING GROUPCategoryTxt
Amt$4,446Amt
Net Investment Income$222NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,224DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBOND FUNDSBondNm
EOY Book Value$1,541,406EOYBookValueAmt
EOYFMV$1,516,710EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EQUITY FUNDS$1,672,093$1,915,573
EQUITIES$175,998$164,590

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFIXED INCOMECategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$250,000BookValueAmt
EOYFMV$251,110EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescCHARLS SCHWAB - OTHER ASSETSDesc
BOY Book Value$1,893,427BOYBookValueAmt
EOY Book Value$2,429,645EOYBookValueAmt
EOYFMV$2,432,347EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MAILBOX$102$0$102
AG REGISTRY OF CHART TRUSTS$50$0$50
ANNUAL FILING$10$0$10

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTIONDesc
Amt$4,115Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$3,675Amt
Net Investment Income$3,675NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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