2016-08-09T18:34:54-05:00 2015-12-31 952972229 DANIELLS PHILLIPS VAUGHAN & BOCK 300 NEW STINE ROAD BAKERSFIELD CA 93309 990 2015-01-01 770555874 KERN COMMUNITY FOUNDATION KERN 6613255346 3300 TRUXTUN AVENUE SUITE 220 BAKERSFIELD CA 93301 KRISTEN A BARNES PRESIDENT & CEO 6613255346 2016-07-28 1 NANCY C BELTON CPA P01234207 6618347411 2015 2016-12-15 16:53:06Z KRISTEN A BARNES 3300 TRUXTUN AVE STE 220 BAKERSFIELD CA 93301 4686404 0 X WWW.KERNFOUNDATION.ORG X 1999 CA KERN COMMUNITY FOUNDATION'S MISSION IS GROWING COMMUNITY AND GROWING PHILANTHROPY. 14 13 7 70 0 0 2180970 1758813 305838 293861 463607 295784 3500 0 2953915 2348458 2839034 1076828 0 0 315423 377001 0 0 83167 655078 599642 3809535 2053471 -855620 294987 18527006 17432020 3629737 2607419 14897269 14824601 KERN COMMUNITY FOUNDATION'S MISSION IS GROWING COMMUNITY AND GROWING PHILANTHROPY. 0 0 1409496 1076828 293861 KERN COMMUNITY FOUNDATION IS IN BUSINESS TO SERVE AS A CHARITABLE RESOURCE FOR LOCAL DONORS AND CORPORATIONS AND TO GENERATE CAPITAL THAT PROVIDES PHILANTHROPIC SOLUTIONS TO HELP MAKE KERN COUNTY A BETTER PLACE TO LIVE, TO WORK AND TO VISIT. THE FOUNDATION IS HOME FOR LOCAL PHILANTHROPISTS, WITH MORE THAN 100 NAMED FUNDS THAT HELP DONORS ORGANIZE AND ACHIEVE MEANINGFUL RESULTS FROM THEIR CHARITABLE GIVING. THE FOUNDATION IS A RESULTS-ORIENTED GRANTMAKER, AWARDING APPROXIMATELY $1,076,000 IN GRANTS IN 2015. THE FOUNDATION IS A TRUSTED COMMUNITY LEADER FOCUSING ON INITIATIVES SUCH AS COLLEGE ACCESS AND NONPROFIT STRENGTHENING. 1409496 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 7 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X DANETTE RINEHART 6613255346 3300 TRUXTUN AVE STE 220 BAKERSFIELD CA 93301 STEPHEN H BOYLE DIRECTOR 1.00 X 0 0 0 EUGENE J VOILAND CHAIR 1.00 X X 0 0 0 ANGELO A HADDAD DIRECTOR 1.00 X 0 0 0 CHANDRASEKHAR COMMURI DIRECTOR 1.00 X 0 0 0 DUANE A KEATHLEY DIRECTOR 1.00 X 0 0 0 BRYAN L LYNN DIRECTOR 1.00 X 0 0 0 KATHY M MILLER DIRECTOR 1.00 X 0 0 0 KEVIN C FINDLEY SECRETARY 1.00 X X 0 0 0 DIANE L WHITE TREASURER 1.00 X X 0 0 0 AJ ANTONGIOVANNI DIRECTOR 1.00 X 0 0 0 KRISTEN BARNES PRESIDENT & CEO 40.00 X X 89021 0 0 JENNIFER FLOYD DIRECTOR 1.00 X 0 0 0 JEFFREY GUTIERREZ DIRECTOR 1.00 X 0 0 0 STEPHEN SANDERS DIRECTOR 1.00 X 0 0 0 JEFFREY R PICKERING FORMER PRESIDENT & CEO 1.00 X 45897 0 0 134918 0 0 0 1 0 0 0 1758813 199366 1758813 MANAGEMENT FEES 541610 293861 293861 293861 262559 262559 2190837 180334 2158501 179445 32336 889 33225 33225 2348458 293861 0 295784 1076828 1076828 95841 47921 35940 11980 230150 115075 86306 28769 25274 12637 9478 3159 25736 12868 9651 3217 322 161 121 40 37976 18988 14241 4747 304478 304478 46517 23258 17444 5815 25796 12897 9675 3224 5603 2802 2101 700 14666 7333 5500 1833 52576 26288 19716 6572 6639 3319 2490 830 33981 16990 12743 4248 6826 6826 8339 4170 3127 1042 DUES AND SUBSCRIPTIONS 25675 12838 9628 3209 CONTRACT LABOR 12229 6115 4585 1529 UTILITIES 7436 3718 2789 929 REPAIRS AND MAINTENANCE 4266 2133 1600 533 6317 3157 2369 791 2053471 1409496 560808 83167 3353058 2472751 173597 155791 14527 12555 74538 64406 17155 10132 14968669 14780791 18527006 17432020 8642 8655 1192025 279690 2429070 2319074 3629737 2607419 X 14397269 14324601 500000 500000 14897269 14824601 18527006 17432020 294987 -367655 0 X X 0 1 X 1 0 X 4278254 3078153 2344467 2180970 1758813 13640657 4278254 3078153 2344467 2180970 1758813 13640657 13640657 157147 180135 189955 243372 262559 1033168 14673825 1318635 0.92960 0.93520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57 1016505 739212 7842339 1 1 579584 60000 3517 101000 10029 532072 581001 36354 25000 12771 579584 509056 83833 11888 581001 500000 16845 7789 509056 1.00000 0 0 74538 64406 10132 10132 AGENCY ACCOUNT 14780791 F 14780791 FUNDS HELD FOR OTHERS 2297699 ACCRUED PAYROLL LIABILITIES 21375 2319074 X PART V, LINE 4: THE ORGANIZATION INTENDS TO USE ITS ENDOWMENT FUNDS FOR SCHOLARSHIPS. PART X, LINE 2: THE FOUNDATION HAS ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE FOUNDATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. 1 CALIFORNIA STATE UNIVERSITY BAKERSFIELD OFFICE OF FINANCIAL AID 9001 STOCKDALE HIGHWAY BAKERSFIELD CA 93311 952643086 501(C)(3) 65500 CHARITABLE HAGGAI INSTITUTE FOR ADVANCED LEADERSHIP TRAINING INC 4725 PEACHTREE CORNERS CIRCLE SUITE 100 NORCROSS GA 300922553 580898309 501(C)(3) 50000 CHARITABLE UNIVERSITY OF SOUTHERN CALIFORNIA 700 CHILDS WAY JHH 324 LOS ANGELES CA 900890914 951642394 501(C)(3) 38000 CHARITABLE LEADING THE WAY WITH DR MICHAEL YOUSSEF INC 1570 NORTHSIDE DRIVE NW ATLANTA GA 30318 581816773 501(C)(3) 35000 CHARITABLE READY TO START 1300 17TH STREET 7TH FLOOR BAKERSFIELD CA 93301 270134759 501(C)(3) 32500 CHARITABLE THE HENRIETTA WEILL MEMORIAL CHILD GUIDANCE CLINIC 901 TOWER WAY SUITE 201 BAKERSFIELD CA 93309 770249408 501(C)(3) 30010 CHARITABLE THE MISSION AT KERN COUNTY BAKERSFIELD RESCUE MISSION PO BOX 2222 BAKERSFIELD CA 933032222 951890705 501(C)(3) 27600 CHARITABLE GARDEN PATHWAYS INC 1616 29TH STREET BAKERSFIELD CA 93301 770442212 501(C)(3) 27025 CHARITABLE SOUTHERN SIERRA COUNCIL BOY SCOUTS OF AMERICA 2417 M STREET BAKERSFIELD CA 93301 951642363 501(C)(3) 25545 CHARITABLE TEEN CHALLENGE PO BOX 1011 BAKERSFIELD CA 933021011 952683852 501(C)(3) 25100 CHARITABLE HOFFMANN HOSPICE OF THE VALLEY 8501 BRIMHALL ROAD BLDG 100 BAKERSFIELD CA 93312 770386207 501(C)(3) 25000 CHARITABLE ST FRANCIS ASSISI CHURCH 900 H STREET BAKERSFIELD CA 93304 530196617 501(C)(3) 20075 CHARITABLE CALIFORNIA FARMS FOUNDATION PO BOX 1510 SHAFTER CA 93263 465756344 501(C)(3) 20000 CHARITABLE BETHESDA TEACHING MINISTRY PO BOX 20028 EL CAJON CA 920210900 953248137 501(C)(3) 20000 CHARITABLE INDIANA STATE UNIVERSITY FOUNDATION 30 NORTH 5TH STREET TERRE HAUTE IN 47807 356045550 501(C)(3) 20000 CHARITABLE UNIVERSITY OF CALIFORNIA DAVIS 1100 DUTTON HALL ONE SHIELDS AVE DAVIS CA 95616 946036494 501(C)(3) 17000 CHARITABLE SHRINERS HOSPITAL FOR CHILDREN - LOS ANGELES 3160 GENEVA STREET LOS ANGELES CA 90020 362193608 501(C)(3) 16099 CHARITABLE SALVATION ARMY PO BOX 10358 BAKERSFIELD CA 93389 132923701 501(C)(3) 15625 CHARITABLE YOUTH 2 LEADERS EDUCATION FOUNDATION PO BOX 9051 BAKERSFIELD CA 93389 770398516 501(C)(3) 15025 CHARITABLE ADVANCED CENTER FOR EYE CARE 1721 WESTWIND DRIVE SUITE B BAKERSFIELD CA 93301 273257780 501(C)(3) 15000 CHARITABLE UNIVERSITY OF CALIFORNIA SANTA BARBARA FINANCIAL AID OFFICE 2103 SAASB SANTA BARBARA CA 931063180 943250114 501(C)(3) 14500 CHARITABLE UNIVERSITY OF CALIFORNIA LOS ANGELES BOX 951432 1125 MURPHY HALL 405 HILGARD AVENUE LOS ANGELES CA 900959000 952250801 501(C)(3) 14000 CHARITABLE CAMPUS CRUSADE FOR CHRIST PO BOX 628222 ORLANDO FL 328628222 952814920 501(C)(3) 13500 CHARITABLE CSUB FOUNDATION UNIVERSITY ADVANCEMENT 19-AW 9001 STOCKDALE HIGHWAY BAKERSFIELD CA 93311 952643086 501(C)(3) 12700 CHARITABLE BOYS AND GIRLS CLUBS OF KERN COUNTY 801 NILES STREET BIN 5J BAKERSFIELD CA 93385 952462246 501(C)(3) 12525 CHARITABLE SAN DIEGO STATE UNIVERSITY OFFICE OF FINANCIAL AID 5500 CAMPANILE DR SAN DIEGO CA 92182 956042721 501(C)(3) 12500 CHARITABLE KERN COUNTY LIBRARY FOUNDATION 701 TRUXTUN AVENUE BAKERSFIELD CA 933014816 954040808 501(C)(3) 12500 CHARITABLE SAINT FRANCIS CHURCH 900 H STREET BAKERSFIELD CA 93304 941294942 501(C)(3) 12000 CHARITABLE YOUTH UNLIMITED GOSPEL OUTREACH PO BOX 58 NATIONAL CITY CA 919510008 956150002 501(C)(3) 12000 CHARITABLE BAKERSFIELD MUSEUM OF ART 1930 R STREET BAKERSFIELD CA 93301 770125694 501(C)(3) 11500 CHARITABLE UNIVERSITY OF CALIFORNIA MERCED CAMPUS CASHIERING SERVICES 5200 N LAKE ROAD MERCED CA 95343 943250114 501(C)(3) 11000 CHARITABLE UNIVERSITY OF CALIFORNIA IRVINE 102 ALDRICH HALL IRVINE CA 926972825 952226406 501(C)(3) 11000 CHARITABLE SAINT ELIZABETH ANN SETON CATHOLIC CHURCH 12803 MONTBATTEN PLACE BAKERSFIELD CA 93312 501(C)(3) 10025 CHARITABLE BAKERSFIELD WOMEN'S BUSINESS CONFERENCE PO BOX 11049 BAKERSFIELD CA 93389 274473875 501(C)(3) 10000 CHARITABLE VALLEY BAPTIST CHURCH 4800 FRUITVALE AVENUE BAKERSFIELD CA 93308 770105090 501(C)(3) 10000 CHARITABLE KERN MEDICAL CENTER FOUNDATION 1700 MOUNT VERNON AVENUE BAKERSFIELD CA 93306 364642420 501(C)(3) 10000 CHARITABLE HOFFMANN HOSPICE 5300 CALIFORNIA AVENUE SUITE BAKERSFIELD CA 93309 770386207 501(C)(3) 10000 CHARITABLE NATIONAL OVARIAN CANCER COALITION INC 2501 OAK LAWN AVENUE SUITE 435 DALLAS TX 75219 650628064 501(C)(3) 10000 CHARITABLE LAURELGLEN BIBLE CHURCH 2801 ASHE ROAD BAKERSFIELD CA 93309 501(C)(3) 10000 CHARITABLE CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO CAL POLY FINANCIAL AID OFFICE ADMINISTRATION BLDG RM 212 SAN LUIS OBISPO CA 934070201 204927897 501(C)(3) 9750 CHARITABLE BAKERSFIELD ART FOUNDATION INC BAKERSFIELD MUSEUM OF ART 1930 R STREET BAKERSFIELD CA 933014815 770125694 501(C)(3) 9446 CHARITABLE NORTH KERN CHRISTIAN SCHOOL 710 PETERS STREET WASCO CA 93280 953159575 501(C)(3) 9130 CHARITABLE BAKERSFIELD MUSIC THEATER 1931 CHESTER AVENUE BAKERSFIELD CA 93301 237351668 501(C)(3) 8500 CHARITABLE CALIFORNIA STATE UNIVERSITY FRESNO FINANCIAL AID OFFICE 5150 NORTH MAPLE AVENUE JA64 FRESNO CA 93740 946003272 501(C)(3) 8000 CHARITABLE HONOR FLIGHT KERN COUNTY 1000 BRIMHALL ROAD SUITE E BOX E81 BAKERSFIELD CA 93312 454520992 501(C)(3) 8000 CHARITABLE MULTNOMAH UNIVERSITY 8435 NE GLISAN STREET PORTLAND OR 97220 930398802 501(C)(3) 8000 CHARITABLE COLLEGE DREAM FUND 424 PLUMTREE DRIVE ARVIN CA 93203 272313757 501(C)(3) 8000 CHARITABLE UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE 0021 LA JOLLA CA 920930021 952872494 501(C)(3) 8000 CHARITABLE SEQUOIA FORESTKEEPER PO BOX 2134 KERNVILLE CA 93238 912154817 501(C)(3) 7800 CHARITABLE LEGACY CHRISTIAN ACADEMY 5500 OLIVE DRIVE BLDG 6 BAKERSFIELD CA 93308 452901666 501(C)(3) 7500 CHARITABLE BAKERSFIELD COLLEGE 1801 PANORAMA DRIVE BAKERSFIELD CA 93305 510151490 501(C)(3) 7500 CHARITABLE CALIFORNIA STATE UNIVERSITY LONG BEACH OFFICE OF FINANCIAL AID 1250 BELLFLOWER BLVD LONG BEACH CA 90840 330579971 501(C)(3) 6500 CHARITABLE SAN JOSE STATE UNIVERSITY ONE WASHINGTON SQUARE SAN JOSE CA 95192 501(C)(3) 6500 CHARITABLE THE PLANK FOUNDATION 1400 EASTON DRIVE 107 BAKERSFIELD CA 93309 770114147 501(C)(3) 6200 CHARITABLE UNIVERSITY OF CALIFORNIA BERKELEY 201 SPROUL HALL 1960 BERKELEY CA 947201960 946002123 501(C)(3) 6000 CHARITABLE ETERNITY BIBLE COLLEGE 2136 WINIFRED STREET SIMI VALLEY CA 93063 273002117 501(C)(3) 6000 CHARITABLE KERN COUNTY SUPERINTENDENT OF SCHOOLS 1300 17TH STREET BAKERSFIELD CA 933014504 770383293 501(C)(3) 5825 CHARITABLE COURT APPOINTED SPECIAL ADVOCATES OF KERN COUNTY (CASA) 1717 COLUMBUS STREET BAKERSFIELD CA 93305 770344298 501(C)(3) 5805 CHARITABLE ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)(3) 5125 CHARITABLE BAKERSFIELD HOMELESS CENTER 1600 E TRUXTUN AVENUE BAKERSFIELD CA 93305 952858936 501(C)(3) 5100 CHARITABLE 60 PART I, LINE 2: THE USE OF GRANT FUNDS IS MONITORED BY THE BOARD OF DIRECTORS X 0 0 0 0 0 0 0 0 0 JEFFREY R PICKERING FORMER PRESIDENT & CEO 45897 0 0 0 0 0 0 0 0 0 45897 0 0 0 PART I, LINE 3 THE ORGANIZATION'S BOARD OF DIRECTORS ANNUALLY REVIEW AND APPROVE SALARIES OF PRESIDENT AND CEO AND OTHER KEY EMPLOYEES. EUGENE J VOILAND CHAIR EUGENE J. VOILAND IS A DIRECTOR AT VALLEY REPUBLIC BANK WHERE KERN COMMUNITY FOUNDATION MAINTAINS ACCOUNTS. 0 X 3 196764 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE FOUNDATION'S BOARD OF DIRECTORS REVIEWS FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION PROVIDES ALL NEW DIRECTORS & EMPLOYEES WITH A CONFLICT OF INTEREST FORM. CONTINUING DIRECTORS & EMPLOYEES ARE REQUIRED TO UPDATE THE FORM ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S BOARD OF DIRECTORS ANNUALLY REVIEW AND APPROVE SALARIES OF PRESIDENT AND CEO AND OTHER KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS AVAILABLE ON THE KERN COMMUNITY FOUNDATION'S WEBSITE, WWW.KERNFOUNDATION.ORG, VIA THE "ABOUT US" SECTION AT THE "FINANCIAL OVERVIEW" TAB. FORM 990, PART XII, LINE 1: SECTION 1.263(A)-1(F)DE MINIMIS SAFE HARBOR ELECTION FOR THE YEAR ENDING DECEMBER 31, 2015 KERN COMMUNITY FOUNDATION, EIN 77-0555874 IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). FORM 990 PART XII LINE 2C THE ORGANIZATION'S FINANCIAL STATEMENTS WERE AUDITED ON A CONSOLIDATED BASIS, AS IN PRIOR YEAR. KERN REAL ESTATE FOUNDATION 3300 TRUXTUN AVENUE SUITE 220 BAKERSFIELD CA 93301 462637218 TO BENEFIT AND SUPPORT THE KERN COMMUNITY FOUNDATION CA 501(C)(3) LINE 11A, I 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0