SEMLOH FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SEMLOH FOUNDATION (EIN 80-0319514)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-02
- IRS object ID
- 202241229349100809
- Schema version
- 2021v4.0
- 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 Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-02T16:37:18-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 625 FAIR OAKS AVENUE SUITE 360 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA EDWARDS DELGADO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6264632535 | PhoneNum |
| Signature | 2022-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LISA | PersonFirstNm |
| Person Last | EDWARDS DELGADO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANITA LEE | PreparerPersonNm |
| PTIN | P00006585 | PTIN |
| Phone | 2133445829 | PhoneNum |
| Preparation | 2022-05-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,993,365 | 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 | $85,028 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $85,028 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $277,957 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $277,957 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $265,474 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,442,378 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $265,474 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $628,470 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $628,470 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $215,357 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,839 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $161,518 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,177 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,177 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,530 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,530 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $232,014 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,016 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $166,998 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,210,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,210,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,442,114 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,016 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,377,098 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$813,644 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $563,454 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,277,672 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $463,220 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $463,220 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $32,183 | AcctRcvblAmt |
| Acct Rcvbl BOY | $46,606 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $32,183 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $32,183 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $4,990 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,147 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,147 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,119,998 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,071,190 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,079,159 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,997,985 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,968,738 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,414,508 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,932,530 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,010,004 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,000,148 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $13,379,781 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,549,482 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,993,365 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $17,023 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $18,313 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,493,145 | GrantsPayableBOYAmt |
| Grants Payable EOY | $493,145 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $110,906 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $159,070 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,621,074 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $670,528 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,285,525 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,004,145 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $2,473,182 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $2,874,809 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,758,707 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,878,954 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,379,781 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,549,482 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,758,707 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$813,644 | ExcessRevenueOverExpensesAmt |
| Other Increases | $933,891 | OtherIncreasesAmt |
| Subtotal | $11,878,954 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,878,954 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2021-12-31 | $2,147,135 | $2,160,281 | -$13,146 | -$13,146 |
| PUBLICLY TRADED SECURITIES | P | 2021-12-31 | $3,295,055 | $3,016,623 | $278,432 | $278,432 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $265,474 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,832 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,832 | SubtotalAmt |
| Tax Based On Investment Income | $7,832 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,968 | OverpaymentAmt |
| Applied To ES Tax | $2,968 | 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 | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WHITTIER TRUST COMPANY | IndividualWithBooksNm |
| Phone | 6264415188 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 FAIR OAKS AVENUE SUITE 360 | AddressLine1Txt |
| Address Line2 | 625 FAIR OAKS AVENUE SUITE 360 | AddressLine2Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (7 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 | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| JULIE LYTLE NESBIT | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | SECRETARY/TR | 2.00 | $0 | $0 | $0 |
| LISA EDWARDS DELGADO | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| PAUL HANCOCK | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| KELLY LOPEZ | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| HAYLEY TOBIN | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JACOB LOPEZ | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | 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 | 625 FAIR OAKS AVENUE SUITE 360 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CHARITABLE/MGMT | ServiceTypeTxt |
| Compensation | $215,357 | 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 | $22,066,052 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $660,523 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,726,575 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $22,726,575 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $340,899 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,385,676 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,119,284 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,119,284 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,832 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,832 | TotalTaxAmt |
| Distributable Before Adj | $1,111,452 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,111,452 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,111,452 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,377,098 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,377,098 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,111,452 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $509,154 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,377,098 | QualifyingDistributionsAmt |
| Applied To Year1 | $509,154 | AppliedToYear1Amt |
| Applied To Current Year | $867,944 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $243,508 | 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 (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CASA OF KERN COUNTY | ||||||
| 1717 COLUMBUS | BAKERSFIELD | CA | 93305 | 509(A)(1) | STAFFING & OUTREACH SUPPORT | $35,000 |
| YOUTH FOR CHRIST OF KERN COUNTY | ||||||
| PO BOX 763 | BAKERSFIELD | CA | 93302 | 509(A)(1) | BANQUET UNDERWRITER | $2,500 |
| YOUTH FOR CHRIST OF KERN COUNTY | ||||||
| PO BOX 763 | BAKERSFIELD | CA | 93302 | 509(A)(1) | YFC WESTSIDE PROGRAM | $80,000 |
| ALICE LLOYD COLLEGE | ||||||
| 100 PURPOSE ROAD | PIPPA PASSES | KY | 41844 | 509(A)(2) | CONSTRUCTION OF NEW DORMITORY | $500,000 |
| ALICE LLOYD COLLEGE | ||||||
| 100 PURPOSE ROAD | PIPPA PASSES | KY | 41844 | 509(A)(2) | CONSTRUCTION OF NEW DORMITORY | $500,000 |
| ALPHA HOUSE | ||||||
| PO BOX 712 | TAFT | CA | 93268 | 509(A)(1) | GENERAL OPERATING SUPPORT | $10,000 |
| HRS TRUE HOPE | ||||||
| 134 WOODLAND AVENUE | GEORGETOWN | TX | 78626 | 509(A)(1) | SHELTER HOME | $2,600 |
| WOUNDED HEROES FUND | ||||||
| 3121 STANDARD ST | BAKERSFIELD | CA | 93305 | 509(A)(1) | SPONSORSHIP | $5,000 |
| ALPHA HOUSE | ||||||
| PO BOX 712 | TAFT | CA | 93268 | 509(A)(1) | GENERAL OPERATING SUPPORT | $15,000 |
| CANINE COMPANIONS FOR INDEPENDENCE | ||||||
| PO BOX 446 | SANTA ROSA | CA | 95401 | 509(A)(1) | GENERAL OPERATING SUPPORT | $10,000 |
| GUIDE DOGS OF AMERICA | ||||||
| 13445 GLENOAKS BLVD | SYLMAR | CA | 91392 | 509(A)(1) | SERVICE DOG TRAINING | $20,000 |
| HRS TRUE HOPE | ||||||
| 134 WOODLAND AVENUE | GEORGETOWN | TX | 78626 | 509(A)(1) | BEEHIVES & CONCRETE FOUNDATION | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,210,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,028 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $277,957 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $265,474 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $628,470 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $628,470 | 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 | $3,950 | Amt |
| Disbursements Charitable Prps | $3,950 | 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 | $3,010,004 | EOYBookValueAmt |
| EOYFMV | $3,000,148 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $7,904,797 | $19,210,487 |
| REITS | $63,941 | $204,021 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,071,190 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,079,159 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| DUES AND MEMBERSHIP | $780 | $780 |
| INSURANCE | $750 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WHITTIER TRUST | Desc |
| Revenue And Expenses Per Books | $11 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUAL TO CASH | Desc |
| Amt | $933,891 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAXES | Desc |
| BOY Book Value | $110,906 | BOYBookValueAmt |
| EOY Book Value | $159,070 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $215,357 | Amt |
| Net Investment Income | $53,839 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $161,518 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $4,617 | $4,617 |
| STATE FILING FEE | $75 | $75 |
| FEDERAL EXCISE TAX | $6,485 | $6,485 |