VIRGINIA AND ALFRED HARRELL FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- VIRGINIA AND ALFRED HARRELL FOUNDATION (EIN 95-3227803)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201233199349101198
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T16:48:53-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953705481 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBICH HOOPER KING DILL HOFFMAN | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5001 E COMMERCENTER DR STE 350 | AddressLine1 |
| City | BAKERSFIELD | City |
| State | CA | State |
| ZIP Code | 93309 | 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 | 953227803 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BAKERSFIELD CALIFORNIAN FOUNDATION ATTN CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BAKE | NameControl |
| Phone | 6613957256 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 440 | AddressLine1 |
| City | BAKERSFIELD | City |
| State | CA | State |
| ZIP Code | 933020440 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHELLE HIRST | Name |
| Title | CFO | Title |
| Phone | 6613957256 | Phone |
| Date Signed | 2012-11-08 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD O DILL | Name |
| PTIN | P00234093 | PTIN |
| Phone | 6616311171 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4150107 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 14 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 14 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 134243 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 134243 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 67243 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1763560 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 67243 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 201500 | TotalRevenueAndExpenses |
| Total Net Investment Income | 201500 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 23680 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 23680 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 5670 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 5670 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 27290 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 27290 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 23105 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 23105 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 26855 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 26855 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5288 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 5288 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Occupancy Rev And Expnss | 460 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 460 | OccupancyDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1778 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 1778 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 114126 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 82538 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 31588 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 220308 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 220308 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 334434 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 82538 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 251896 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -132934 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 118962 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 68839 | CashBOY |
| Cash EOY | 41878 | CashEOY |
| Cash EOYFMV | 41878 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 9140 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 38132 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 38132 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 4623785 | InvestmentsOtherBOY |
| Investments Other EOY | 4082644 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 4070097 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 4701764 | TotalAssetsBOY |
| Total Assets EOY | 4162654 | TotalAssetsEOY |
| Total Assets EOYFMV | 4150107 | 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 | 4701764 | RetainedEarningsBOY |
| Retained Earnings EOY | 4162654 | RetainedEarningsEOY |
| Total Net Assets BOY | 4701764 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4162654 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4701764 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4162654 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4701764 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -132934 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 4568830 | Subtotal |
| Other Decreases | 406176 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4162654 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| S/T SANFORD & BERNSTEIN COVERED | 2011-06-30 | 2011-06-30 | 339642 | 369404 | -29762 | -29762 |
| S/T SANFORD & BERNSTEIN NON-COVERED | 2010-12-15 | 2011-06-30 | 1219607 | 1200096 | 19511 | 19511 |
| L/T SANFORD & BERNSTEIN NON-COVERED | 2009-12-15 | 2011-06-30 | 140832 | 126817 | 14015 | 14015 |
| SANFORD & BERNSTEIN CASH IN LIEU COVERED | 2011-06-30 | 2011-06-30 | 33 | 33 | 33 | |
| SANFORD & BERNSTEIN CAPITAL GAIN DISTRIBUTION | 2000-06-30 | 2011-06-30 | 61898 | 61898 | 61898 | |
| LESS S/T SANFORD & BERNSTEIN COVERED WASH SALES | 2011-06-30 | 1548 | 1548 | 1548 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 67243 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 82535 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1643805 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.050210 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 50848 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1330216 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.038225 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 69875 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1754504 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.039826 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 43011 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1395450 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.030822 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 18212 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 776065 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.023467 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.182550 | TotalDistributionRatio |
| Average Distribution Ratio | 0.036510 | AverageDistributionRatio |
| Net Noncharitable Assets | 4488446 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 163873 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1190 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 165063 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 251896 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1190 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1190 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1190 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 5 | PenaltyForUnderpayment |
| Tax Due | 1195 | TaxDue |
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 | MICHELLE HIRST | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6613957256 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 440 | AddressLine1 |
| City | BAKERSFIELD | City |
| State | CA | State |
| ZIP Code | 93302 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| VIRGINIA COWENHOVEN | ||||||||
| PO BOX 440 | BAKERSFIELD | CA | 93302 | COMMUNITY BOARD MEMEMBER | 0.50 | 0 | 0 | 0 |
| GINGER MOORHOUSE | ||||||||
| PO BOX 440 | BAKERSFIELD | CA | 93302 | PRESIDENT | 10.00 | 0 | 0 | 0 |
| TRACEY COWENHOVEN | ||||||||
| PO BOX 440 | BAKERSFIELD | CA | 93302 | VICE PRESIDENT | 30.00 | 0 | 0 | 0 |
| RICHARD BEENE | ||||||||
| PO BOX 440 | BAKERSFIELD | CA | 93302 | SECRETARY/TREASURER | 0.50 | 0 | 0 | 0 |
| CYNTHIA ICARDO | ||||||||
| PO BOX 440 | BAKERSFIELD | CA | 93302 | COMMUNITY BOARD MEMEMBER | 0.50 | 0 | 0 | 0 |
| KAARIN SIMPSON | ||||||||
| PO BOX 440 | BAKERSFIELD | CA | 93302 | ADMINISTRATOR | 0.50 | 0 | 0 | 0 |
| JOHN WELLS | ||||||||
| PO BOX 440 | BAKERSFIELD | CA | 93302 | BOARD MEMBER | 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) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4541660 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 15138 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4556798 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4556798 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 68352 | CashDeemedCharitable |
| Net Noncharitable Assets | 4488446 | NetNoncharitableAssets |
| Minimum Investment Return | 224422 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 224422 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1190 | TaxBasedOnInvestmentIncome |
| Total Tax | 1190 | TotalTax |
| Distributable Amount Before Adj | 223232 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 223232 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 223232 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 251896 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 251896 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1190 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 250706 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 223232 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 38641 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 251896 | QualifyingDistributions |
| Applied To Year1 | 38641 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 213255 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 9977 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | KAARIN SIMPSON | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BIN 440 | AddressLine1 |
| City | BAKERSFIELD | City |
| State | CA | State |
| ZIP Code | 93302 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6613957220 | RecipientPhoneNumber |
| Form And Info And Materials | GRANT APPLICATION FORM AVAILABLE UPON REQUEST SHALL PROVIDE: ORGANIZATION NAME, ADDRESS, CONTACT PERSON, PURPOSE OF ORGANIZATION, PROJECT FOR WHICH FUNDS A SOUGHT, PROGECT 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. | FormAndInfoAndMaterials |
| Submission Deadlines | APRIL 8 AND OCTOBER 1 | SubmissionDeadlines |
| 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. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (37 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BAKERSFIELD MEMORIAL HOSPITAL FOUNDATION | |||||||
| PO BOX 2401 | BAKERSFIELD | CA | 93301 | N/A | EXEMPT ORG. | CONTRIBUTION TO CAPITAL CAMPAIGN | $10,000 |
| ARTS COUNCIL OF KERN | |||||||
| 2000 K STREET STE 110 | BAKERSFIELD | CA | 93301 | N/A | EXEMPT ORG. | MURAL | $10,000 |
| BAKERSFIELD SYMPHANY ORCHESTRA | |||||||
| 1328 34TH STREET | BAKERSFIELD | CA | 93301 | N/A | EXEMPT ORG. | SUMMER CONCERTS | $1,000 |
| SPOTLIGHT THEATER FOUNDATION | |||||||
| 1622 19TH STREET | BAKERSFIELD | CA | 93301 | N/A | EXEMPT ORG. | YOUTH PERFORMING ARTS PROGRAM | $12,000 |
| TREE FOUNDATION OF KERN | |||||||
| 1412 17TH STREET | BAKERSFIELD | CA | 93301 | N/A | EXEMPT ORG. | PLANT 25 TREES IN DOWNTOWN BAKERSFIELD | $9,226 |
| BIT-O-HEAVEN RANCH INC | |||||||
| 13453 OLEN AVE | BAKERSFIELD | CA | 93311 | N/A | EXEMPT ORG. | PROTECTION OF ABANDONED HORSES | $8,070 |
| TEHACHAPI COMMUNITY THEATER ASSOCIATION | |||||||
| 481 W J STREET | TEHACHAPI | CA | 93561 | N/A | EXEMPT ORG. | EXPAND BACKSTAGE SUPPORT AREAS | $12,000 |
| FRIENDS OF THE TEHACHAPI DEPOTRAILROAD MUSEUM | |||||||
| 101 W TEHACHAPI BLVD | TEHACHAPI | CA | 93561 | N/A | EXEMPT ORG. | FUND COST OF DISPLAY CASES | $5,000 |
| TEHACHAPI ROTARY CLUB FOUNDATION | |||||||
| PO BOX 897 | TEHACHAPI | CA | 93581 | N/A | EXEMPT ORG. | PURCHASE BOOKS OF KINDERGARDEN STUDENTS | $2,300 |
| TEHACHAPI MOUNTAIN FOUNDATION | |||||||
| PO BOX 665 | TEHACHAPI | CA | 93581 | N/A | EXEMPT ORG. | FUND CLASSES WITH KAWAIISU BASKET MAKER | $10,000 |
| HAVE A HEART HUMANE SOCIETY | |||||||
| 1121 W VALLEY BLVD SUITE A | TEHACHAPI | CA | 93561 | N/A | EXEMPT ORG. | PURCHASE CATTERIES | $3,000 |
| TEHACHAPI COMMUNITY ORCHESTRA FOUNDATION | |||||||
| PMB 400 785 TUCKER ROAD G | TEHACHAPI | CA | 93561 | N/A | EXEMPT ORG. | PURCHASE STRING BASS | $5,000 |
| TEHACHAPI POP'S (T-POPS) ORCHESTRA | |||||||
| 21400 BELMONT DRIVE | TEHACHAPI | CA | 93561 | N/A | EXEMPT ORG. | PURCHASE OF INSTRUMENTS | $3,500 |
| TEHACHAPI MOUNTAIN RODEO ASSOCIATION | |||||||
| PO BOX 63 | TEHACHAPI | CA | 93581 | N/A | EXEMPT ORG. | FUND CHANGES TO RODEO ARENA | $5,000 |
| TEHACHAPI WIND MUSEUM | |||||||
| PO BOX 222 | TEHACHAPI | CA | 93581 | N/A | EXEMPT ORG. | INTERPRETIVE TRAIL SIGNAGE | $5,596 |
| NATIONAL CHAVEZ CENTERSTONYBROOK CORP | |||||||
| PO BOX 62 | KEENE | CA | 93531 | N/A | EXEMPT ORG. | FIELD TRIPS FOR STUDENTS | $3,000 |
| TEHACHAPI HERITAGE LEAGUE | |||||||
| PO BOX 54 | TEHACHAPI | CA | 93581 | N/A | EXEMPT ORG. | COMPUTER UPGRADE & OFFICE EQUIPMENT | $3,497 |
| KERN HIGH SCHOOL DISTRICT EDUCATIONAL FOUNDATION | |||||||
| 5801 SUNDALE AVE | BAKERSFIELD | CA | 93309 | N/A | EXEMPT ORG. | AGRICULTUGAL STUDENT SCHOLARSHIPS | $2,000 |
| AMERICAN LUNG ASSOCIATION | |||||||
| 2025 WESTWIND DRIVE | BAKERSFIELD | CA | 93309 | N/A | EXEMPT ORG. | AUTOMOBILE CLEAN AIR PROGRAM | $1,500 |
| UNITED WAY OF KERN COUNTY | |||||||
| 6405 STOCKDALE HIGHWAY STE 300 | BAKERSFIELD | CA | 93309 | N/A | EXEMPT ORG. | FUND EARLY CHILDHOOD LITERACY | $10,000 |
| ARTFEST SCIENCES & TECHNICAL EDUCATION CORPORATION | |||||||
| 23001 SAN JUAN DRIVE | TEHACHAPI | CA | 93560 | N/A | EXEMPT ORG. | PURCHASE MUSIC EQUIPMENT & SUPPLIES | $2,300 |
| CALIFORNIA LIVING MUSEUM | |||||||
| 10500 ALFRED HARRELL HWY | BAKERSFIELD | CA | 93360 | N/A | EXEMPT ORG. | PROGRAM ASSISTANCE | $2,500 |
| BOYS & GIRLS CLUB OF KERN COUNTY | |||||||
| PO BOX 5J | BAKERSFIELD | CA | 93385 | N/A | EXEMPT ORG. | TRANSPORT OF UNDERSERVED CHILDREN | $5,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 2417 M STREET | BAKERSFIELD | CA | 93385 | N/A | EXEMPT ORG. | IMPROVEMENTS TO EXTERIOE OF HEADQUARTERS | $10,000 |
| FOUNDATION FOR CHRISTMAS AROUND THE WORLD | |||||||
| 3313 ELM STREET | BAKERSFIELD | CA | 93301 | N/A | EXEMPT ORG. | DEPICT MULTICULTURAL CELEBRATIONS OF CHRISTMAS IN STOREFRONT WINDOWS | $1,500 |
| FOX THEATER FOUNDATION | |||||||
| 2001 H STREET | BAKERSFIELD | CA | 93301 | N/A | EXEMPT ORG. | RESTORATION OF MARQUIS | $16,000 |
| GIRL SCOUTS OF CENTRAL CALIFORNIA SOUTH | |||||||
| 1831 BRUNDAGE LANE | BAKERSFIELD | CA | 93304 | N/A | EXEMPT ORG. | PURCHASE T-SHIRTS FOR VOLUNTEERS | $750 |
| GREATER BAKERFIELD GREEN EXPO | |||||||
| 8665 SO UNION AVE | BAKERSFIELD | CA | 93307 | N/A | EXEMPT ORG. | FUND RECYCLED ART SHOW COMPETITION | $2,500 |
| INDEPENDENT LIVING CENTER OF KERN COUNTY | |||||||
| 1631 30TH STREET | BAKERSFIELD | CA | 93301 | N/A | EXEMPT ORG. | FUND TRANSPORT FOR DISABLED PERSONS TO MUSEUM | $1,296 |
| KEEP BAKERSFIELD BEAUTIFUL | |||||||
| 4100 TRUXTUN AVE BLDG A | BAKERSFIELD | CA | 93309 | N/A | EXEMPT ORG. | FUND MURAL PROJECT & LANDSCAPING | $14,450 |
| FRIENDS OF THE KERN COUNTY ANIMAL SHELTER | |||||||
| 201 S MT VERNON AVE | BAKERSFIELD | CA | 93307 | N/A | EXEMPT ORG. | SPAY & NEUTUR CLINIC | $5,000 |
| FIX YOUR PIT | |||||||
| 1813 MESA GRANDE ST | BAKERSFIELD | CA | 93304 | N/A | EXEMPT ORG. | SPAY & NEUTUR CLINIC | $5,000 |
| BAKERSFIELD SPCA | |||||||
| 3000 GIBSON STREET | BAKERSFIELD | CA | 93308 | N/A | EXEMPT ORG. | SPAY & NEUTUR CLINIC | $5,000 |
| KERN COUNTY MUSEUM FOUNDATION | |||||||
| 3801 CHESTER AVE | BAKERSFIELD | CA | 93301 | N/A | EXEMPT ORG. | UPDATE SCIENCE CAMP CLASSROOMS | $11,053 |
| BAKERSFIELD ART ASSOCIATION | |||||||
| PO BOX 386 | BAKERSFIELD | CA | 93302 | N/A | EXEMPT ORG. | PROVIDE GALLERY TRACK LIGHTING | $3,000 |
| BAKERSFIELD MUESEM OF ART | |||||||
| 1930 R STREET | BAKERSFIELD | CA | 93301 | N/A | EXEMPT ORG. | ENHANCE PERIMETER OF PROPERTY | $8,000 |
| OTHER MISCELLANEOUS GRANTS | |||||||
| PO BOX 440 | BAKERSFIELD | CA | 93301 | N/A | EXEMPT ORG. | PROGRAM SERVICES | $5,270 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 220308 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $134,243 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $67,243 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $201,500 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 201500 | TotalPartXVIA |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $23,105 | Amount |
| Net Investment Income | 23105 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SANFORD BERNSTEIN SECURITIES | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 4082644 | BookValue |
| EOYFMV | 4070097 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $27,290 | Amount |
| Net Investment Income | 27290 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 2011 UNREALIZED GAIN/LOSS | Description |
| Amount | $406,176 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OFFICE SUPPLIES | 832 | 0 | 832 |
| WEBSITE MAINTENANCE | 364 | 0 | 364 |
| MEALS & ENTERTAINMENT | 291 | 0 | 291 |
| BANK FEES | 291 | 0 | 291 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | Category |
| Amount | $26,855 | Amount |
| Net Investment Income | 26855 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| TAXES & FILING FEES | $191 | 191 | 0 |
| FOREIGN TAXES PAID | $2,575 | 2575 | 0 |
| PAYROLL TAXES | $2,522 | 2522 | 0 |
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