SEMLOH FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SEMLOH FOUNDATION (EIN 80-0319514)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-28
- IRS object ID
- 202531189349101303
- Schema version
- 2024v5.0
- 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
- Contractor Compensation Expln
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-28T11:48:29-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205947643 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THEOREM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15706 CRENSHAW BLVD | AddressLine1Txt |
| City | GARDENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90249 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800319514 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEMLOH FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O WHITTIER TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEML | BusinessNameControlTxt |
| Phone | 6264415188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 E COLORADO BLVD SUITE 800 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA EDWARDS DELGADO | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 6264632535 | PhoneNum |
| Signature | 2025-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANITA LEE | PreparerPersonNm |
| PTIN | P00006585 | PTIN |
| Phone | 2133445829 | PhoneNum |
| Preparation | 2025-04-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,768,987 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $88,112 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $88,112 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $326,647 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $326,647 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $670,818 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,300,632 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $670,818 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,085,577 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,085,577 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,150 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $227,958 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,114 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $172,844 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $45,581 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $45,381 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,274 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,274 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,580 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,580 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $289,543 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $100,495 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $189,048 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $736,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $736,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,025,543 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $100,495 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $925,048 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $60,034 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $985,082 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,587,258 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,218,660 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,218,660 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $38,797 | AcctRcvblAmt |
| Acct Rcvbl BOY | $71,183 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $38,797 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $38,797 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $8,638 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $8,638 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $928,058 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $497,279 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $492,843 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,230,116 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,854,786 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,484,143 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,199,779 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,564,216 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,525,906 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $12,016,394 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,182,376 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,768,987 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $17,409 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $18,377 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $154,365 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $174,954 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $171,774 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $193,331 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,042,604 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,742,123 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $2,802,016 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $3,246,922 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,844,620 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,989,045 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,016,394 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,182,376 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,844,620 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $60,034 | ExcessRevenueOverExpensesAmt |
| Other Increases | $84,391 | OtherIncreasesAmt |
| Subtotal | $11,989,045 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,989,045 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $118,498 | $140,255 | -$21,757 | -$21,757 |
| PUBLICLY TRADED SECURITIES | P | $2,180,247 | $1,489,559 | $690,688 | $690,688 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $670,818 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,693 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,693 | SubtotalAmt |
| Tax Based On Investment Income | $13,693 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $23,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,507 | OverpaymentAmt |
| Applied To ES Tax | $9,507 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WHITTIER TRUST COMPANY | IndividualWithBooksNm |
| Phone | 6264415111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 E COLORADO BLVD SUITE 800 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BARBARA HOLMES | ||||||||
| 177 E COLORADOBLVD SUITE 800 | PASADENA | CA | 91105 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| LISA EDWARDS DELGADO | ||||||||
| 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | SECRETARY/TR | 2.00 | $0 | $0 | $0 |
| JORDAN LOPEZ | ||||||||
| 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| KELLY LOPEZ | ||||||||
| 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| HAYLEY TOBIN | ||||||||
| 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JACOB LOPEZ | ||||||||
| 177 E COLORADO BLVD SUITE 800 | PASADENA | CA | 91105 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WHITTIER TRUST COMPANY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 E COLORADO BLVD SUITE 800 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CHARITABLE/MGMT | ServiceTypeTxt |
| Compensation | $220,458 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,631,271 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,278,986 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,910,257 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $23,910,257 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $358,654 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,551,603 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,177,580 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,177,580 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,693 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,693 | TotalTaxAmt |
| Distributable Before Adj | $1,163,887 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,163,887 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,163,887 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $925,048 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $925,048 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,163,887 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $79,503 | UndistributedIncomePYAmt |
| Qualifying Distributions | $925,048 | QualifyingDistributionsAmt |
| Applied To Year1 | $79,503 | AppliedToYear1Amt |
| Applied To Current Year | $845,545 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $318,342 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BARBARA HOLMES | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| HELPS INTERNATIONAL | |||||||
| 15301 DALLAS PARKWAY 200 | ADDISON | TX | 75001 | 509(A)(1) | GENERAL SUPPORT MEDICAL MISSION | $20,000 | |
| MARICOPA UNIFIED SCHOOL DISTRICT | |||||||
| 955 STANISLAUS ST | MARICOPA | CA | 93252 | 509(A)(1) | SCHOLARSHIP SUPPORT | $10,000 | |
| ACRES | |||||||
| 31920 DEL OBISPO 150 | TAFT | CA | 93268 | 509(A)(1) | OPERATING SUPPORT | $45,000 | |
| BAKERSFIELD PREGNANCY CENTER | |||||||
| PO BOX 1430 | BAKERSFIELD | CA | 93302 | 509(A)(1) | SAFE HOUSING PROJECT | $60,000 | |
| ALPHA HOUSE | |||||||
| PO BOX 712 | TAFT | CA | 93268 | 509(A)(1) | GENERAL OPERATING | $10,000 | |
| AMERICA'S MIGHTY WARRIORS | |||||||
| PO BOX 8114 | SURPRISE | AZ | 85374 | 509(A)(1) | HELPING HEROES HEAL PROGRAM | $20,000 | |
| CRISIS PREGANCY CENTER | |||||||
| 103 EAST D ST | TAHACHAPI | CA | 93561 | 509(A)(1) | CAR SEATS PACK N PLAY | $3,000 | |
| MARE RIDING CENTER | |||||||
| PO BOX 21916 | BAKERSFIELD | CA | 93301 | 509(A)(1) | MARE MOTEL | $40,000 | |
| HRS TRUE HOPE | |||||||
| 134 WOODLAND AVE | GEORGETOWN | TX | 78628 | 509(A)(1) | SHELTER CHILREN'S HOME | $70,000 | |
| GREATER HORIZONS | |||||||
| 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | 509(A)(1) | HOLMES FAMILY ED TR SCHOLARSHIP FUND | $98,850 | |
| INTERVARSITY CHRISTIAN FELLOWSHIP | |||||||
| PO BOX 7895 | MADISON | WI | 537077895 | 509(A)(1) | GENERAL OPERATING | $10,000 | |
| KEEPERS OF THE CROSS CHURCH | |||||||
| 127 N CHESTER AVE | BASKERSFIELD | CA | 93308 | 509(A)(1) | GENERAL OPERATING | $37,000 | |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | 509(A)(1) | HURRICANE HELENE RECOVERY | $15,000 | |
| WESTERN KERN OIL MUSEUM | |||||||
| PO BOX 491 | TAFT | CA | 93268 | 509(A)(2) | GENERAL OPERATING | $20,000 | 1168 WOOD ST |
| YOUNG AMERICA FOUNDATION | |||||||
| 217 STATE ST | SANTA BARBARA | CA | 93101 | 509(A)(2) | ACTIVISM TRAINING SEMINAR | $50,000 | |
| YOUTH FOR CHRIST OF KERN COUNTY | |||||||
| PO BOX 763 | BAKERSFIELD | CA | 93302 | 509(A)(1) | WESTSIDE MINISTRY BUDGET | $46,150 | |
| WEST SIDE REC AND PARK DISTRICT | |||||||
| 500 CASCADE PLACE | TAFT | CA | 93268 | 509(A)(1) | CAPACITY BUILDING | $120,000 | |
| WEST SIDE REC AND PARK DISTRICT | |||||||
| 500 CASCADE PLACE | TAFT | CA | 93268 | 509(A)(1) | YOUTH PROGRAMMING | $20,000 | |
| CRISIS PREGANCY CENTER | |||||||
| 103 EAST D ST | TAHACHAPI | CA | 93561 | 509(A)(1) | ULTRASOUND MACHINE | $30,000 | |
| PROJECT SWEET PEAS | |||||||
| 45 BOYLSTON ST | WARWICK | RI | 02889 | 509(A)(1) | SUPPLIES AND GIFT CARD FUND | $6,000 | |
| WESTSIDE CHRISTIAN MINISTER ASSN | |||||||
| PO BOX 1023 | TAFT | CA | 93268 | 509(A)(1) | BIBLE RELEASE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $736,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88,112 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $326,647 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $670,818 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,085,577 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,085,577 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $5,150 | Amt |
| Disbursements Charitable Prps | $5,150 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | WHITTIER TRUST COMPANY | ContractorPersonNm |
| Explanation | CHARITABL E/INV MGMT | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,564,216 | EOYBookValueAmt |
| EOYFMV | $2,525,906 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $6,669,271 | $19,271,476 |
| REITS | $185,515 | $212,667 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $497,279 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $492,843 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| DUES AND MEMBERSHIP | $830 | $830 |
| INSURANCE | $750 | $750 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUAL TO CASH | Desc |
| Amt | $84,391 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAXES | Desc |
| BOY Book Value | $154,365 | BOYBookValueAmt |
| EOY Book Value | $174,954 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $220,458 | $55,114 | $165,344 |
| ATTORNEY FEES | $7,500 | $7,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $3,366 | $3,366 | |
| STATE FILING FEE | $200 | $200 | |
| FEDERAL EXCISE TAX | $42,015 | $42,015 |