LAKE FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LAKE FAMILY FOUNDATION (EIN 77-0499114)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201231359349100638
- Schema version
- 2011v1.2
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T09:28:41-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391774588 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VOGEL CONSULTING GROUP SC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3415 GATEWAY ROAD | AddressLine1 |
| City | BROOKFIELD | City |
| State | WI | State |
| ZIP Code | 53045 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770499114 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKE FAMILY FOUNDATION CO CYNTHIA G LAKE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LAKE | NameControl |
| Phone | 6613999124 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20896 | AddressLine1 |
| City | BAKERSFIELD | City |
| State | CA | State |
| ZIP Code | 933900896 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CYNTHIA G LAKE | Name |
| Title | TRUSTEE | Title |
| Phone | 6613999124 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHANNON M ZUR | Name |
| PTIN | P00366024 | PTIN |
| Phone | 6616353180 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2936057 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 840000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 49535 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 49535 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 49535 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -35436 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 145708 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | -648 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -648 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | -648 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 853451 | TotalRevenueAndExpenses |
| Total Net Investment Income | 48887 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 48887 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 6864 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3432 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3432 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2245 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 571 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 1674 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 258 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Deprec And Depletion Adj Net Incm | 258 | DeprecAndDepletionAdjNetIncm |
| Other Expenses Rev And Expnss | 153 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 12 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 9520 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4015 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 258 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 5106 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 139800 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 139800 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 149320 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4015 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 258 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 144906 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 704131 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 44872 | NetInvestmentIncome |
| Adjusted Net Income | 48629 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 3648 | CashBOY |
| Cash EOY | 4025 | CashEOY |
| Cash EOYFMV | 4025 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 508076 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1053679 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1053679 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1762687 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1921096 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1878093 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 1292 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 1032 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 518 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 260 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 260 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 2274929 | TotalAssetsBOY |
| Total Assets EOY | 2979060 | TotalAssetsEOY |
| Total Assets EOYFMV | 2936057 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 2274929 | RetainedEarningsBOY |
| Retained Earnings EOY | 2979060 | RetainedEarningsEOY |
| Total Net Assets BOY | 2274929 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2979060 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2274929 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2979060 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2274929 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 704131 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2979060 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2979060 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| SPDR S&P WORLD EX-US ETF | 2008-06-02 | 2011-08-15 | 115152 | 155935 | -40783 | -40783 |
| CAPITAL GAIN DISTRIBTUION | 2008-01-01 | 2011-12-30 | 5556 | 5556 | 5556 | |
| GEORGIA POWER CAPITAL TRUST | 2008-11-10 | 2011-09-23 | 25000 | 25209 | -209 | -209 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -35436 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 0 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 1 | LiableFor4942Tax |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 897 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 897 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 897 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1640 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1640 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 743 | Overpayment |
| Amount Credited To Next Year | 743 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | CYNTHIA G LAKE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6613999124 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3404 STATE RD | AddressLine1 |
| City | BAKERSFIELD | City |
| State | CA | State |
| ZIP Code | 93308 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| CYNTHIA G LAKE | ||||||||
| PO BOX 20896 | BAKERSFIELD | CA | 933900896 | PRESIDENT | 1.25 | 0 | 0 | 0 |
| JOHN PAUL LAKE | ||||||||
| PO BOX 20896 | BAKERSFIELD | CA | 933900896 | TREASURER | 1.00 | 0 | 0 | 0 |
| SHEILA LAKE | ||||||||
| PO BOX 20896 | BAKERSFIELD | CA | 933900896 | SECRETARY | 0.50 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2322944 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1187 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2324131 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2324131 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 34862 | CashDeemedCharitable |
| Net Noncharitable Assets | 2289269 | NetNoncharitableAssets |
| Minimum Investment Return | 114463 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 144906 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 144906 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 144906 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 48629 | CurrentYear |
| Year1 | 46112 | Year1 |
| Year2 | 43466 | Year2 |
| Year3 | 41656 | Year3 |
| Total | 179863 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 41335 | CurrentYear |
| Year1 | 39195 | Year1 |
| Year2 | 36946 | Year2 |
| Year3 | 35408 | Year3 |
| Total | 152884 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 144906 | CurrentYear |
| Year1 | 115305 | Year1 |
| Year2 | 99972 | Year2 |
| Year3 | 81212 | Year3 |
| Total | 441395 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 144906 | CurrentYear |
| Year1 | 115305 | Year1 |
| Year2 | 99972 | Year2 |
| Year3 | 81212 | Year3 |
| Total | 441395 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | 80300 | Year1 |
| Total | 80300 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ALZHEIMER DISEASE ASSOCIATION | ||||||
| 5500 OLIVE DRIVE | BAKERSFIELD | CA | 93308 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $5,000 |
| AMERICAN CANCER SOCIETY | ||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $700 |
| AMERICAN HEART ASSOCIATION | ||||||
| 404 TRUXTON AVENUE | BAKERSFIELD | CA | 93301 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $2,500 |
| ASSISTANCE LEAGUE OF BAKERSFIELD | ||||||
| PO BOX 2286 | BAKERSFIELD | CA | 933032286 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $5,000 |
| BAKERSFIELD MEMORIAL HOSPITAL | ||||||
| PO BOX 2401 | BAKERSFIELD | CA | 93303 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $27,750 |
| BAKERSFIELD RESCUE MISSION | ||||||
| 830 BEALE AVENUE | BAKERSFIELD | CA | 93305 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $12,000 |
| CASA | ||||||
| 2000 24TH STREET SUITE 140 | BAKERSFIELD | CA | 93301 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $10,000 |
| EPILEPSY SOCIETY | ||||||
| 5117 OFFICE PARK DRIVE | BAKERSFIELD | CA | 93309 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $250 |
| FLOOD MINISTRIES | ||||||
| 1201 24TH STREET | BAKERSFIELD | CA | 93301 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $1,000 |
| GARDEN PATHWAYS INC | ||||||
| 900 22ND STREET | BAKERSFIELD | CA | 93301 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $1,000 |
| GOLDEN EMPIRE GLEANERS | ||||||
| 1326 30TH STREET | BAKERSFIELD | CA | 93301 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $28,000 |
| JESUS SHACK | ||||||
| 1326 30TH STREET | BAKERSFIELD | CA | 93301 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $17,000 |
| KERN ADULT LITERACY | ||||||
| 331 18TH STREET | BAKERSFIELD | CA | 933014928 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $2,500 |
| KERN COUNTY JR LIVESTOCK | ||||||
| PO BOX 472 | BAKERSFIELD | CA | 93302 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $4,100 |
| LOVE INC | ||||||
| PO BOX 10082 | BAKERSFIELD | CA | 93389 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $5,000 |
| PAL POLICE ACTIVITIES LEAGUE | ||||||
| 301 E 4TH STREET | BAKERSFIELD | CA | 93307 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $10,000 |
| TEEN CHALLENGE INTERNATIONAL | ||||||
| PO BOX 1011 | BAKERSFIELD | CA | 93308 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $5,000 |
| WOUNDED HEROES FUND | ||||||
| 161 N CLARK STREET SUITE 4200 | CHICAGO | IL | 60601 | PUBLIC CHARITY | CARRY OUT CHARITABLE PURPOSE OF FOUNDATION | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 139800 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $49,535 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $49,535 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 49535 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 4 | TO ALLOW FOR THE INCREASE OF CONTRIBUTIONS TO PUBLIC CHARITIES. |
| 8 | TO ALLOW FOR THE INCREASE OF CONTRIBUTIONS TO PUBLIC CHARITIES. |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | WESTERN OILFIELDS SUPPLY CO | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2248 | AddressLine1 |
| City | BAKERSFIELD | City |
| State | CA | State |
| ZIP Code | 93303 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 840000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FISHER KEATHLEY ROSS LLP | $106 | 0 | 0 | 0 |
| VOGEL CONSULTING GROUP | $6,758 | 3432 | 0 | 3432 |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Property | COMPUTER | DescriptionOfProperty |
| Date Acquired | 2008-01-07 | DateAcquired |
| Cost Or Other Basis | 1292 | CostOrOtherBasis |
| Prior Years Depreciation | 774 | PriorYearsDepreciation |
| Computation Method | SL | ComputationMethod |
| Life | 5.000000000000 | Life |
| Current Year Expense | 258 | CurrentYearExpense |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 258 | AdjustedNetIncome |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CHARLES SCHWAB | NameOfStock |
| EOY Book Value | 1921096 | EOYBookValue |
| EOYFMV | 1878093 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER | CategoryOrItem |
| Cost Or Other Basis | 1292 | CostOrOtherBasis |
| Accumulated Depreciation | 1032 | AccumulatedDepreciation |
| Book Value | 260 | BookValue |
| EOYFMV | 0 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| LICENSES AND PERMITS | 85 | 0 | 0 | 0 |
| MAILBOX | 56 | 0 | 0 | 0 |
| ENERGY | 6 | 6 | 0 | 0 |
| MAGELLAN | 6 | 6 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| ENERGY TRANSFER - ORDINARY | -5138 | -5138 | -5138 |
| MAGELLAN - ORDINARY | 25 | 25 | 25 |
| NONDIVIDENDS DISTRIBUTION | 4465 | 4465 | 4465 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FEDERAL TAXES | $34 | 0 | 0 | 34 |
| FOREIGN TAXES | $571 | 571 | 0 | 0 |
| ESTIMATED TAX PAYMENTS | $1,640 | 0 | 0 | 1640 |
Comments