SKEET VARNER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SKEET VARNER FOUNDATION (EIN 77-0472441)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-27
- IRS object ID
- 202531479349100333
- Schema version
- 2024v5.1
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-27T18:04:40-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330737981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5060 CALIFORNIA AVE SUITE 800 | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93309 | 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 | 770472441 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SKEET VARNER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SKEE | BusinessNameControlTxt |
| Phone | 6612012832 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14551 TRIBUTE WAY | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93314 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACOB PANERO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6612012832 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY G BRAUN | PreparerPersonNm |
| PTIN | P00192870 | PTIN |
| Phone | 6613257500 | PhoneNum |
| Preparation | 2025-05-15 | 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 | $1,165,915 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $257,976 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $48,076 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,076 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,396 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $331,372 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,396 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $321,448 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,472 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $380 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,594 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,974 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $306,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $306,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $315,074 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $306,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,374 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,472 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $57,110 | CashBOYAmt |
| Cash EOY | $83,022 | CashEOYAmt |
| Cash EOYFMV | $83,022 | CashEOYFMVAmt |
| Corporate Stock BOY | $883,726 | CorporateStockBOYAmt |
| Corporate Stock EOY | $864,188 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,082,893 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $940,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $947,210 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,165,915 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $940,836 | RetainedEarningBOYAmt |
| Retained Earning EOY | $947,210 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $940,836 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $947,210 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $940,836 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $947,210 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $940,836 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,374 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $947,210 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $947,210 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SHOPIFY INC CL A (SHOP) | 2024-12-03 | 2024-12-04 | $57,576 | $55,930 | $1,646 | $1,646 |
| ENERGY TRANSFER LP (ET) | 2024-12-03 | 2024-12-04 | $57,493 | $57,780 | -$287 | -$287 |
| VANGUARD MONEY MKT RESVS INC FED PORT (VMRXX) | 2023-09-05 | 2024-01-29 | $35,000 | $35,000 | $0 | $0 |
| VANGUARD MONEY MKT RESVS INC FED PORT (VMRXX) | 2023-09-05 | 2024-03-07 | $25,000 | $25,000 | $0 | $0 |
| BROADCOM INC (AVGO) | 2020-03-20 | 2024-03-21 | $117,573 | $102,080 | $15,493 | $15,493 |
| BROADCOM INC (AVGO) | 2020-03-27 | 2024-03-21 | $38,730 | $40,186 | -$1,456 | -$1,456 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,396 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $882 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $882 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $882 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $18 | EsPenaltyAmt |
| Tax Due | $900 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | JACOB PANERO | IndividualWithBooksNm |
| Phone | 6612012832 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14551 TRIBUTE WAY | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| JACOB PANERO | ||||||||
| 14551 TRIBUTE WAY | BAKERSFIELD | CA | 93314 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SALLY PANERO | ||||||||
| 1403 THORNLAKE DR | BAKERSFIELD | CA | 93312 | SECRETARY | 1.00 | $0 | $0 | $0 |
| LISA MANN | ||||||||
| 1607 BRANCH CREEK STREET | BAKERSFIELD | CA | 93312 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,042,129 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $78,470 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,120,599 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,120,599 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,809 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,103,790 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,190 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,190 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $882 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $882 | TotalTaxAmt |
| Distributable Before Adj | $54,308 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,308 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,308 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $306,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $306,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,308 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $47,822 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $203,283 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $271,553 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $627,109 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,149,767 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $306,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $54,308 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $251,792 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,401,559 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $47,822 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,353,737 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $203,283 | ExcessFromYear3Amt |
| Excess From Year2 | $271,553 | ExcessFromYear2Amt |
| Excess From Year1 | $627,109 | ExcessFromYear1Amt |
| Excess From Current Year | $251,792 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAKERSFIELD ANGELS | |||||||
| 9700 STOCKDALE HWY STE 208 | BAKERSFIELD | CA | 93311 | NONE | NONPROFIT ORGANIZATI | TO OFFER SUPPORT TO FOSTER CARE FAMILIES IN THE COMMUNITY. | $2,500 |
| BAKERSFIELD NORTH ROTARY FOUNDATION | |||||||
| 3580 ROSEDALE HIGHWAY | BAKERSFIELD | CA | 93308 | NONE | FOUNDATION | TO SUPPORT CHARITIES IN THE GREATER BAKERSFIELD AREA, PARTICULARLY THOSE SERVING CHILDREN AND YOUTH, AND TO SUPPORT THE CLUB-SPONSORED INTERACT AND ROTARACT CLUBS. | $2,000 |
| BAKERSFIELD PRAYER BREAKFAST | |||||||
| 5917 KNUDSEN DR | BAKERSFIELD | CA | 93308 | NONE | NONPROFIT ORGANIZATI | TO PROVIDE A COMMUNAL CEREMONY OVER PRAYER FOR HOMELESSNESS, OIL, AGRICULTURE, AND THE ECONOMY. | $600 |
| BROOM TREE REFUGE | |||||||
| 4001 SUNNY FOX RD | MOUNTAIN VIEW | AR | 72560 | NONE | REFUGE | TO PROVIDE GENERAL CONTRIBUTIONS TO THE MINISTRY | $10,000 |
| BOYS AND GIRLS CLUBS OF KERN COUNTY | |||||||
| 801 NILES STREET | BAKERSFIELD | CA | 93305 | NONE | NONPROFIT ORGANIZATI | TO ENABLE ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS | $5,000 |
| CALIFORNIA STATE UNIVERSITY BAKERSFIELD FOUNDATION | |||||||
| 9001 STOCKDALE HIGHWAY | BAKERSFIELD | CA | 93311 | NONE | UNIVERSITY | TO ESTABLISH ENTREPRENEURSHIP CENTER | $6,000 |
| COYOTE CLUB | |||||||
| 5417 BRIGADOON LN | BAKERSFIELD | CA | 93312 | NONE | NONPROFIT ORGANIZATI | TO SUPPORT AMATEUR WRESTLING. | $5,000 |
| GARDEN PATHWAYS | |||||||
| 1616 29TH STREET | BAKERSFIELD | CA | 93301 | NONE | RECOVERY AND TRAININ | TO PROVIDE A COMMUNAL CEREMONY OVER PRAYER FOR HOMELESSNESS, OIL, AGRICULTURE, AND THE ECONOMY. | $4,000 |
| ICM - D CHAMPNESS | |||||||
| 1830 TRUXTON AVE STE 103 | BAKERSFIELD | CA | 93301 | NONE | NONPROFIT ORGANIZATI | TO SUPPORT THE GROWING NEED FOR DISCIPLESHIP IN KENYA. | $2,000 |
| KEEPERS TRANSFORMATION HOUSE | |||||||
| 127 NORTH CHESTER AVENUE | OILDALE | CA | 93308 | NONE | RECOVERY AND TRAININ | ASSIST AND GUIDE INDIVIDUALS THROUGH A SYSTEMATIC PROGRAM DESIGNED TO ENCOURAGE BELIEVING, BELONGING AND BECOMING, UTILIZING CHRISTIAN VALUES AND BELIEFS. | $10,000 |
| KIRSCHENMANN FOUNDATION | |||||||
| 5500 MING AVE STE 300 | BAKERSFIELD | CA | 93309 | NONE | FOUNDATION | TO SUPPORT THE YOUTH IN KERN COUNTY BY ALLOWING THEM TO REACH THEIR INDIVIDUAL GOALS | $1,000 |
| LAURELGLEN BIBLE CHURCH | |||||||
| 2801 ASHE ROAD | BAKERSFIELD | CA | 93309 | NONE | CHURCH | TO SUPPORT THE DEVELOPMENT OF FULLY COMMITTED FOLLOWERS OF JESUS CHRIST. | $170,000 |
| NEW HOPE CEMETARY | |||||||
| ROAD 21 1/2 | MADERA | CA | 93637 | NONE | NONPROFIT ORGANIZATI | TO PROVIDE FOR THOSE WHO LOST LOVED ONES. | $1,000 |
| RADIUS INTERNATIONAL | |||||||
| 10810 N TATUM BLVD STE 102-730 | PHOENIX | AZ | 85028 | NONE | NONPROFIT ORGANIZATI | TO ASSISST THE EVANGELICAL CHURCH AND MISSIONS COMMUNITY BY PROVIDING PRE-FIELD MISSIONS TRAINING THAT WILL EQUIP CROSS-CULTURAL WORKERS TO ESTABLISH HEALTHY, INDIGENOUS, REPRODUCING CHURCHES AMONG UNREACHED LANGUAGE GROUPS. | $25,000 |
| YOUTH FOR CHRIST OF KERN COUNTY | |||||||
| PO BOX 763 | BAKERSFIELD | CA | 93302 | NONE | NONPROFIT ORGANIZATI | TO REACH YOUNG PEOPLE EVERYWHERE, WORKING WITH LOCAL CHURCHES AND PARTNERS TO RAISE UP LIFELONG FOLLOWERS OF JESUS CHRIST. | $7,500 |
| CRISIS INTERVENTION FOUNDATION | |||||||
| 12408 SAVONBURG DRIVE | BAKERSFIELD | CA | 93312 | NONE | NONPROFIT ORGANIZATI | TO PROVIDES CRISIS SUPPORT, MENTAL HEALTH SERVICES, ADVOCACY, AND OUTREACH TO INDIVIDUALS AND FAMILIES IN BAKERSFIELD. | $3,000 |
| KERN COMMUNITY FOUNDATION | |||||||
| 5701 TRUXTUN AVENUE STE 110 | BAKERSFIELD | CA | 93309 | NONE | FOUNDATION | TO SUPPORT THE GROWTH OF A COMMUNITY THROUGH PHILANTHROPY BY HELPING PEOPLE SUPPORT THE CAUSES THEY CARE MOST ABOUT. | $10,000 |
| COVENANT COMMUNITY | |||||||
| 1701 N CHESTER AVE | BAKERSFIELD | CA | 93308 | NONE | NONPROFIT ORGANIZATI | TO SUPPORT THE BUILDING OF FAITH-BASED COMMUNITIES BY PROVIDING SPIRITUAL FORMATION, AND ACTIVELY PARTICIPATING IN THE CHURCH'S MISSION. | $25,000 |
| TEEN CHALLENGE OF SOUTHERN CALIFORNIA | |||||||
| PO BOX 1011 | BAKERSFIELD | CA | 93302 | NONE | RECOVERY AND TRAININ | SUBSTANCE ABUSE RECOVERY AND PREVENTION PROGRAMS. | $1,500 |
| FIVESTONES CHURCHES | |||||||
| 542 EAST WILLOW COURT | PALASTINE | IL | 60074 | NONE | CHURCH | TO SUPPORT THE CONNECTION OF PEOPLE AND THEIR RELATIONSHIP WITH THE KINGDOM OF GOD. | $10,000 |
| CALIFORNIA POLICY CENTER | |||||||
| 18002 IRVINE BLVD STE 108 | TUSTIN | CA | 92780 | NONE | NONPROFIT ORGANIZATI | TO SUPPORT THE ADVANCEMENT OF FREE-MARKET PUBLIC POLICIES. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $306,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,076 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $15,396 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $15,396 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $48,076 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,472 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| JACOB D PANERO | |||||||
| 1 | 14551 TRIBUTE WAY | BAKERSFIELD | CA | 93314 | $40,186 | Yes (X) | |
| JACOB D PANERO | |||||||
| 2 | 14551 TRIBUTE WAY | BAKERSFIELD | CA | 93314 | $102,080 | Yes (X) | |
| JACOB D PANERO | |||||||
| 3 | 14551 TRIBUTE WAY | BAKERSFIELD | CA | 93314 | $57,780 | Yes (X) | |
| JACOB D PANERO | |||||||
| 4 | 14551 TRIBUTE WAY | BAKERSFIELD | CA | 93314 | $55,930 | Yes (X) | |
| JACOB D PANERO | |||||||
| 5 | 14551 TRIBUTE WAY | BAKERSFIELD | CA | 93314 | $1,000 | Yes (X) | |
| ROBERT MARLOWE | |||||||
| 6 | 2572 MOLER RD | GOSHEN | OH | 45122 | $1,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 33 SHARES OF BROADCOM INC (AVGO) | $40,186 | 2024-01-29 |
| 2 | 80 SHARES OF BROADCOM INC (AVGO) | $102,080 | 2024-03-20 |
| 3 | 3000 SHARES OF ENERGY TRANSFER LP (ET) | $57,780 | 2024-12-04 |
| 4 | 500 SHARES OF SHOPIFY INC CL A (SHOP) | $55,930 | 2024-12-04 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS TR | $170,803 | $336,003 |
| GENELUX CORPORATION | $20,000 | $2,148 |
| FIRST TRUST RISING ETF | $299,972 | $366,668 |
| VANGUARD MONEY MKT | $127,172 | $129,425 |
| GABELLI MONEY MKT | $246,241 | $248,649 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $8,552 | $0 | $0 |
| BANK CHARGES | $42 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACOB PANERO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14551 TRIBUTE WAY | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93314 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $380 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |