2013-11-12T17:06:36-06:00 2012-12-31 453269313 YH ADVISORS INC 7755 CENTER AVENUE SUITE 1225 HUNTINGTON BEACH CA 92647 990 2012-01-01 203436786 THE FENDER MUSIC FOUNDATION FEND 8187078742 PO BOX 67 AGOURA HILLS CA 91376 BRUCE ROSS 8187078742 2013-11-12 1 BRIAN YACKER P00401346 3109822806 2012 2016-02-24 21:20:13Z BRUCE ROSS PO BOX 67 AGOURA HILLS CA 91376 705043 0 X WWW.FENDERMUSICFOUNDATION.ORG X 2005 CA MUSIC EDUCATION IN THE COMMUNITY 18 18 5 23 0 0 453098 664917 0 0 0 205 19329 25707 472427 690829 39308 251927 0 0 81231 98155 0 0 35298 81396 105485 201935 455567 270492 235262 452961 741101 4350 -2435 448611 743536 TO MAKE MUSIC AVAILABLE TO EVERYONE IN THE COMMUNITIES IN WHICH WE SERVE, TO PROMOTE ITS IMPORTANCE THROUGH EDUCATION AND MEDIA INITIATIVES, AND TO PROVIDE FINANCIAL AND IN-KIND RESOURCES IN COLLABORATION WITH OTHER ORGANIZATIONS TO ACHIEVE OUR COMMON GOAL. 0 0 356619 251927 MAKING THE BENEFITS OF MAKING MUSIC AVAILABLE TO EVERYONE IN THE COMMUNITIES IN WHICH WE SERVE, PROMOTING ITS IMPORTANCE THROUGH EDUCATION AND MEDIA INITIATIVES, AND PROVIDING FINANCIAL AND IN-KIND RESOURCES IN COLLABORATION WITH OTHER ORGANIZATIONS TO ACHIEVE OUR COMMON GOAL. FINANCIAL AND EQUIPMENT GRANTS WERE MADE TO VARIOUS SCHOOLS, MUSIC ACADEMIES, SYMPHONIES, AND OTHER PROGRAMS WITH RELATED GOALS. 356619 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 3 0 1 5 1 0 0 0 0 0 1 1 0 0 0 0 X 18 18 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 CA X LYNN ROBISON 8187078742 PO BOX 67 AGOURA HILLS CA 91376 HAMID HOPKINS 6.00 X X 0 0 0 BRUCE ROSS 1.00 X X 0 0 0 LAUREL KAUFMAN 1.00 X X 0 0 0 JEREMY KOFF 1.00 X 0 0 0 DON LOMBARDI 1.00 X 0 0 0 CHRIS SHELBURNE 1.00 X 0 0 0 DEL BRECKENFELD 1.00 X 0 0 0 ALLEN KEPLER 1.00 X 0 0 0 RICHARD MCDONALD 1.00 X 0 0 0 ANDERW SOKOL 1.00 X 0 0 0 JOE BONAMASSA 1.00 X 0 0 0 DON FELDER 1.00 X 0 0 0 JANIE HENDRIX 1.00 X 0 0 0 JASON PADGITT 1.00 X 0 0 0 GINA ATTON-THOMAS 1.00 X 0 0 0 LARRY THOMAS 1.00 X 0 0 0 MIKE VENY 1.00 X 0 0 0 JOANN KEPLER 1.00 X 0 0 0 MORIAH SCOBLE 40.00 X 56751 0 0 56751 0 0 0 0 0 0 0 8227 656690 221065 664917 205 205 8227 8227 8227 0 22982 5987 16995 16995 REIMBURSEMENTS 900099 7219 7219 MISCELLANEOUS 900099 1493 1493 8712 690829 0 0 25912 251927 251927 59751 32863 14938 11950 28911 15901 7228 5782 2786 1532 697 557 6707 3689 1677 1341 8900 8900 6731 6716 8 7 1103 1103 8738 4885 2682 1171 28994 16208 8901 3885 2365 2365 1827 1827 631 631 7748 7748 POSTAGE AND FREIGHT 12146 12146 STATE SOLICITATION FEES 9195 0 0 9195 SUPPLIES 6192 3461 1901 830 TAXES & FEES 5342 1452 3391 499 5573 1647 3845 81 455567 356619 63650 35298 50352 56844 294199 1230 10577 387009 347334 14370 25905 0 6242 452961 741101 4350 -2435 4350 -2435 X 448611 743536 448611 743536 452961 741101 X 235262 36803 22860 X 0 0 0 X 104353 37762 117439 453098 664817 1377469 28326 63981 22415 15130 22982 152834 132679 101743 139854 468228 687799 1530303 16300 10000 34100 321874 484217 866491 0 16300 10000 34100 321874 484217 866491 663812 1907 66 205 2178 1907 66 205 2178 9278 9278 7260 8712 15972 143864 101809 139854 475488 696716 1557731 0.42610 0.58600 0.00140 0.00510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED MEMORABILIA AUCTION 16454 8227 8227 0 0 8227 16454 8227 8227 8227 8227 0 1 CONEJO SCHOOLS FOUNDATION 1400 E JANSS RD THOUSAND OAKS CA 91360 020705355 501(C)(3) 50800 RETAIL VALUE, ACCOUNTING FOR FLAWS (IF APPLICABLE) 200 GUITARS TO GIVE MORE PEOPLE THE OPPORTUNITY TO MAKE MUSIC SKIP PROGRAM 243 RIDGEWOOD DRIVE MILLERSBURG PA 17061 271897051 501(C)(3) 20320 RETAIL VALUE, ACCOUNTING FOR FLAWS (IF APPLICABLE) 80 GUITARS TO GIVE MORE PEOPLE THE OPPORTUNITY TO MAKE MUSIC TRINITY LUTHERAN SCHOOL 387 CEMETARY ROAD KIEL WI 54220 390842084 501(C)(3) 10160 RETAIL VALUE, ACCOUNTING FOR FLAWS (IF APPLICABLE) 40 GUITARS TO GIVE MORE PEOPLE THE OPPORTUNITY TO MAKE MUSIC ROCK TO THE FUTURE PO BOX 29324 PHILADELPHIA PA 19125 272497163 501(C)(3) 10160 RETAIL VALUE, ACCOUNTING FOR FLAWS (IF APPLICABLE) 40 GUITARS TO GIVE MORE PEOPLE THE OPPORTUNITY TO MAKE MUSIC EAST LA PERFORMING ARTS ACADEMY 4211 DOZIER ST LOS ANGELES CA 90063 956000198 PUBLIC SCHOOL 10160 RETAIL VALUE, ACCOUNTING FOR FLAWS (IF APPLICABLE) 40 GUITARS TO GIVE MORE PEOPLE THE OPPORTUNITY TO MAKE MUSIC PREFERRED FAMILY HEALTHCARE INC 1101 S JAMISON KIRKSVILLE MO 63501 431236557 501(C)(3) 10160 RETAIL VALUE, ACCOUNTING FOR FLAWS (IF APPLICABLE) 40 GUITARS TO GIVE MORE PEOPLE THE OPPORTUNITY TO MAKE MUSIC WESTLAKE HIGH SCHOOL 100 LAKEVIEW CANYON RD WESTLAKE VILLAGE CA 91362 952868899 PUBLIC SCHOOL 10160 RETAIL VALUE, ACCOUNTING FOR FLAWS (IF APPLICABLE) 40 GUITARS TO GIVE MORE PEOPLE THE OPPORTUNITY TO MAKE MUSIC SAN FRANCISCO CONSERVATORY OF MUSIC 50 OAK STREET SAN FRANCISCO CA 94102 941156610 501(C)(3) 6341 RETAIL VALUE, ACCOUNTING FOR FLAWS (IF APPLICABLE) 8 GUITARS AND 5 MICROPHONE PACKS TO GIVE MORE PEOPLE THE OPPORTUNITY TO MAKE MUSIC SAN BERNARDINO BOYS AND GIRLS CLUB 1180 W 9TH ST SAN BERNARDINO CA 92411 952508873 501(C)(3) 5469 RETAIL VALUE, ACCOUNTING FOR FLAWS (IF APPLICABLE) 19 GUITARS, 5 AMPS AND 1 MIC-PAK TO GIVE MORE PEOPLE THE OPPORTUNITY TO MAKE MUSIC ECALS 7518 SALE AVE WEST HILLS CA 91307 743102820 501(C)(3) 5277 RETAIL VALUE, ACCOUNTING FOR FLAWS (IF APPLICABLE) GUITARS TO GIVE MORE PEOPLE THE OPPORTUNITY TO MAKE MUSIC 10 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: 501(C)(3) OR GOVERNMENTAL MUSIC EDUCATION PROGRAMS APPLY TO RECEIVE A GRANT FROM THE FOUNDATION. THEY ARE SELECTED BASED ON THEIR FINANCIAL STABILITY, NEED, RESOURCES, THE QUALITY OF THEIR PROGRAMMING, AND THEIR SUSTAINABILITY. IF SELECTED, AND IF THE ORGANIZATION HAS SUBMITTED THE PROPER DOCUMENTATION CONFIRMING THEIR NONPROFIT OR GOVERNMENTAL STATUS, THE FOUNDATION WILL DONATE MUSICAL INSTRUMENTS AND EQUIPMENT TO THE ORGANIZATION BASED ON THEIR REQUEST. WITHIN 6 MONTHS OF RECEIVING THE GRANT, GRANT RECIPIENTS ARE REQUIRED TO SUBMIT PHOTOS AND ADDITIONAL DESCRIPTIONS OF HOW THE INSTRUMENTS ARE BEING USED, AND THE INSTRUMENTS' EFFECT ON THEIR COMMUNITY. X INSTRUMENTS 564 212838 FMV X SIGNED MEMORABILIA 20 8227 FMV 0 0 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): NUMBER OF CONTRIBUTORS REFLECTS THE NUMBER OF NON-CASH ITEMS (INSTRUMENTS)THAT WERE RECEIVED BY THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 2 DEL BRECKENFELD, RICHARD MCDONALD AND JASON PADGITT EACH HAVE A BUSINESS RELATIONSHIP WITH LARRY THOMAS. GINA ATTON-THOMAS AND LARRY THOMAS HAVE A FAMILY RELATIONSHIP. ALLEN KEPLER AND JOANN KEPLER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 THE EXECUTIVE DIRECTOR WORKS WITH A CPA FIRM TO COMPLETE THE FORM 990. UPON THE CPA FIRM'S COMPLETION OF THE INITIAL DRAFT, THE EXECUTIVE DIRECTOR REVIEWS IT IN DETAIL. AFTER ANY CHANGES OR CORRECTIONS ARE MADE, THE BOARD OF DIRECTORS RECEIVES THE UPDATED DRAFT FOR REVIEW TO HELP ENSURE THAT ALL REPORTED INFORMATION IS ACCURATE. AFTER THE REVIEW IS COMPLETED AND THE RETURN HAS BEEN FINALIZED, THE ENTIRE BOARD OF DIRECTORS RECEIVES A FINAL COPY OF THE FORM 990 BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO READ THE CONFLICT OF INTEREST POLICY ANNUALLY AND SIGN OFF ON IT EACH YEAR. CONFLICTS ARE REQUIRED TO BE DISCLOSED TO THE BOARD OF DIRECTORS. THE BOARD VOTES ON ANY ACTIVITIES THAT MAY BE CONSIDERED A CONFLICT OF INTEREST BEFORE THE TRANSACTION TAKES PLACE. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. THEY UTILIZE COMPARABLE DATA TO DETERMINE SALARY WITHIN THE PARAMETERS OF THE ORGANIZATION'S BUDGET. THE ORGANIZATION HAS NO OTHER INSIDERS WHO RECEIVE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 AND THE ENTITY'S ORGANIZATIONAL DOCUMENTS ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: ADJUSTMENT TO INVENTORY 22,860.