VIRGINIA AND ALFRED HARRELL FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- VIRGINIA AND ALFRED HARRELL FOUNDATION (EIN 95-3227803)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-13
- IRS object ID
- 201111339349101486
- Schema version
- 2010v3.2
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T15:35:07-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | 2011-05-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD O DILL | Name |
| Phone | 6616311171 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 4701787 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3000148 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 127 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 127 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 47073 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 47073 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -150902 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2009862 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 405 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 405 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 2896851 | TotalRevenueAndExpenses |
| Total Net Investment Income | 47605 | 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 |
| Accounting Fees Rev And Expnss | 3961 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3961 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 14032 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 14032 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1586 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1586 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 414 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 414 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 19993 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 19579 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 414 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 82401 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 82401 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 102394 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 19579 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 82815 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 2794457 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 28026 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 32226 | CashBOY |
| Cash EOY | 68839 | CashEOY |
| Cash EOYFMV | 68839 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 6009 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 23326 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 23326 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 1780141 | InvestmentsOtherBOY |
| Investments Other EOY | 4520668 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 4609622 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1818376 | TotalAssetsBOY |
| Total Assets EOY | 4612833 | TotalAssetsEOY |
| Total Assets EOYFMV | 4701787 | 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 | 1818376 | RetainedEarningsBOY |
| Retained Earnings EOY | 4612833 | RetainedEarningsEOY |
| Total Net Assets BOY | 1818376 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4612833 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1818376 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4612833 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1818376 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 2794457 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 4612833 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4612833 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| S/T STANFORD & BERNSTEIN | P | 2010-06-30 | 2010-06-30 | 853271 | 799233 | 54038 | 54038 |
| L/T STANFORD & BERNSTEIN | P | 2000-06-30 | 2010-06-30 | 1156591 | 1361531 | -204940 | -204940 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -150902 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 50848 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1330216 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.038225 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 69875 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1754504 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.039826 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 43011 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1395450 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.030822 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 18212 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 776065 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.023467 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 20362 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 678356 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.030017 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.162357 | TotalDistributionRatio |
| Average Distribution Ratio | 0.032471 | AverageDistributionRatio |
| Net Noncharitable Assets | 1643805 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 53376 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 280 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 53656 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 82815 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 280 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 280 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 280 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 249 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 249 | TotalCreditsAndPayments |
| Tax Due | 31 | 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 | 1 | 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 | 1633436 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 35402 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1668838 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1668838 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 25033 | CashDeemedCharitable |
| Net Noncharitable Assets | 1643805 | NetNoncharitableAssets |
| Minimum Investment Return | 82190 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 82190 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 280 | TaxBasedOnInvestmentIncome |
| Total Tax | 280 | TotalTax |
| Distributable Amount Before Adj | 81910 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 81910 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 81910 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 82815 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 82815 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 280 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 82535 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 81910 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 39546 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 82815 | QualifyingDistributions |
| Applied To Year1 | 39546 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 43269 | 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 | 38641 | 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 (22 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BAKERSFIELD SPCA | |||||||
| 3000 GIBSON ST | BAKERSFIELD | CA | 93308 | N/A | EXEMPT ORG. | PROGRAM ASSISTANCE | $3,500 |
| COMMUNITY ACTION PARTNERSHIP OF KERN | |||||||
| 300 19TH STREET | BAKERSFIELD | CA | 93301 | N/A | EXEMPT ORG. | PROGRAM ASSISTANCE | $4,850 |
| BUENA VISTA MUSEUM | |||||||
| 2018 CHESTER AVENUE | BAKERSFIELD | CA | 93301 | N/A | EXEMPT ORG. | PROGRAM ASSISTANCE | $2,650 |
| CASA | |||||||
| 2000 24TH STREET | BAKERSFIELD | CA | 93301 | N/A | EXEMPT ORG. | PROGRAM ASSISTANCE | $2,000 |
| GOLDEN EMPIRE GLEANERS | |||||||
| 1326 30TH STREET | BAKERSFIELD | CA | 93301 | N/A | EXEMPT ORG. | PROGRAM ASSISTANCE | $3,000 |
| KERN BRIDGES YOUTH HOMES | |||||||
| 1321 STINE ROAD | BAKERSFIELD | CA | 93309 | N/A | EXEMPT ORG. | PROGRAM ASSISTANCE | $348 |
| NORTH OF RIVER RECREATION FUND | |||||||
| 405 GALAXY AVE | BAKERSFIELD | CA | 93308 | N/A | EXEMPT ORG. | PROGRAM ASSISTANCE | $2,932 |
| NEW LIFE RECOVERY & TRAINING FACILITY | |||||||
| 13501 EDISON HWY | BAKERSFIELD | CA | 93307 | N/A | EXEMPT ORG. | PROGRAM ASSISTANCE | $5,000 |
| POLICE ACTIVITIES LEAGUE | |||||||
| 301 EAST 4TH STREET | BAKERSFIELD | CA | 93307 | N/A | EXEMPT ORG. | PROGRAM ASSISTANCE | $4,950 |
| LEAGUE OF DREAMS | |||||||
| 4104 EASTON DRIVE | BAKERSFIELD | CA | 93309 | N/A | EXEMPT ORG. | PROMOTION OF THE ARTS AND CULTURAL HISTORY | $5,000 |
| COVENANT COMMUNITY SERVICES | |||||||
| 1616 29TH STREET | BAKERSFIELD | CA | 93301 | N/A | EXEMPT ORG. | PROGRAM ASSISTANCE | $4,835 |
| KERN ASSISTIVE TECHNOLOGY | |||||||
| 3101 N SILLECT AVE SUITE 115 | BAKERSFIELD | CA | 93308 | N/A | EXEMPT ORG. | PROGRAM ASSISTANCE | $5,629 |
| BAKERSFIELD MUSIC THEATER | |||||||
| 1931 CHESTER AVENUE | BAKERSFIELD | CA | 93301 | N/A | EXEMPT ORG. | PROGRAM ASSISTANCE | $5,000 |
| LOV SUNSHINE BAND | |||||||
| 614 E THIRD ST | BAKERSFIELD | CA | 93307 | N/A | EXEMPT ORG. | PROGRAM ASSISTANCE | $2,000 |
| KERN ADULT LITERACY COUNCIL | |||||||
| 331 18TH ST | BAKERSFIELD | CA | 93305 | N/A | EXEMPT ORG. | PROGRAM ASSISTANCE | $1,000 |
| BOYS & GIRLS CLUB OF KERN COUNTY | |||||||
| 801 NILES ST | BAKERSFIELD | CA | 93305 | N/A | EXEMPT ORG. | PROGRAM ASSISTANCE | $5,000 |
| MARE THERAPEUTIC RIDING CENTER & HENRIETTA | |||||||
| 18200 JOHNSON ROAD | BAKERSFIELD | CA | 93314 | N/A | EXEMPT ORG. | PROGRAM ASSISTANCE | $4,202 |
| THE AFFORD FOUNDATION | |||||||
| 2821 RIO LINDA DR | BAKERSFIELD | CA | 93305 | N/A | EXEMPT ORG. | PROGRAM ASSISTANCE | $2,875 |
| NAMI | |||||||
| PO BOX 9144 | BAKERSFIELD | CA | 93389 | N/A | EXEMPT ORG. | PROGRAM ASSISTANCE | $5,630 |
| PARAMOUNT BARD ACADEMY | |||||||
| 1942 RANDOLPH STREET | DELANO | CA | 93215 | N/A | EXEMPT ORG. | PROGRAM ASSISTANCE | $5,000 |
| KERN RIVER CORRIDOR ENDOWMENT | |||||||
| 4550 CALIFORNIA AVE FL 2 | BAKERSFIELD | CA | 93309 | N/A | EXEMPT ORG. | PROGRAM ASSISTANCE | $6,000 |
| BAKERSFIELD MUSEUM OF ART | |||||||
| 1300 17TH STREET | BAKERSFIELD | CA | 93301 | N/A | EXEMPT ORG. | PROGRAM ASSISTANCE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 82401 | 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 | $127 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $47,073 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $405 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$150,902 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$103,297 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -103297 | 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 |
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 Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD FRITTS ESTATE | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6901 MURPHYS LANE | AddressLine1 |
| City | BAKERSFIELD | City |
| State | CA | State |
| ZIP Code | 93309 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 3000000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $3,961 | Amount |
| Net Investment Income | 3961 | 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 | 4520668 | BookValue |
| EOYFMV | 4609622 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OFFICE SUPPLIES | 137 | 0 | 137 |
| WEBSITE MAINTENANCE | 54 | 0 | 54 |
| MEALS & ENTERTAINMENT | 223 | 0 | 223 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Revenue And Expenses Per Books | 405 | RevenueAndExpensesPerBooks |
| Net Investment Income | 405 | NetInvestmentIncome |
| Adjusted Net Income | 405 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | Category |
| Amount | $14,032 | Amount |
| Net Investment Income | 14032 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF DONALD H FRITTS | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6901 MURPHYS LANE | AddressLine1 |
| City | BAKERSFIELD | City |
| State | CA | State |
| ZIP Code | 93309 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| TAXES & FILING FEES | $30 | 30 | 0 |
| FOREIGN TAXES PAID | $1,556 | 1556 | 0 |
Comments