ROBERT GRIMM FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT GRIMM FAMILY FOUNDATION (EIN 77-0554204)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349108049
- Schema version
- 2021v4.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T18:46:21-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 MHM 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770554204 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT GRIMM FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 6618455275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 CORMIER DRIVE | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93307 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRANDON A GRIMM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6618455275 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRANDON | PersonFirstNm |
| Person Last | GRIMM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANN M BRAUN | PreparerPersonNm |
| PTIN | P00209674 | PTIN |
| Phone | 6613257500 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $6,958,050 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $119,397 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $119,397 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,907,370 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,291,361 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,907,370 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,026,767 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,026,767 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $970 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $970 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $22,723 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,723 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,129 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,116 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $53,822 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,809 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,099,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,099,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,153,322 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,809 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,099,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$126,555 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,000,958 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $76,720 | CashBOYAmt |
| Cash EOY | $43,526 | CashEOYAmt |
| Cash EOYFMV | $43,526 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $41,423 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,132 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,132 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,070 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $7,799,723 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,485,914 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,485,914 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,832,886 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $408,478 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $408,478 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,755,822 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,958,050 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,958,050 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $75 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $23,018 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $75 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,018 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,755,747 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,935,032 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,755,747 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,935,032 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,755,822 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,958,050 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,755,747 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$126,555 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,142 | OtherIncreasesAmt |
| Subtotal | $9,637,334 | SubtotalAmt |
| Other Decreases | $2,702,302 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,935,032 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTION | P | 2020-01-01 | 2021-12-31 | $210,873 | $210,873 | $210,873 | |
| PUBLICLY TRADED SECURITIES - CHARLES SCHWAB | 2015-01-25 | 2021-07-20 | $9,080,488 | $1,696,497 | $1,696,497 | $7,383,991 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,907,370 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,813 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,813 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,813 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,070 | 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 | $5,070 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $22,743 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KARI ANDERSON | IndividualWithBooksNm |
| Phone | 6618455275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 CORMIER DRIVE | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93311 | 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 |
|---|---|---|---|---|---|---|---|---|
| KARI L ANDERSON | ||||||||
| 2800 CORMIER DRIVE | BAKERSFIELD | CA | 93311 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| KELLIE C MERRIMAN | ||||||||
| 9100 MING AVE STE 120 | BAKERSFIELD | CA | 93311 | VICE-PRESIDENT | 0.50 | $0 | $0 | $0 |
| BRANDON A GRIMM | ||||||||
| 9100 MING AVE STE 120 | BAKERSFIELD | CA | 93311 | SECRETARY/TREASURER | 0.50 | $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 |
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 | $7,011,394 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $212,136 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $408,478 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,632,008 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,632,008 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $114,480 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,517,528 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $375,876 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $375,876 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,813 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,813 | TotalTaxAmt |
| Distributable Before Adj | $348,063 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $348,063 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $348,063 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,099,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,099,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $348,063 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,511,556 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,354,687 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $881,144 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,188,380 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,365,795 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,301,562 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,099,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $348,063 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,751,437 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,052,999 | 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 | $2,511,556 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,541,443 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,354,687 | ExcessFromYear4Amt |
| Excess From Year3 | $881,144 | ExcessFromYear3Amt |
| Excess From Year2 | $1,188,380 | ExcessFromYear2Amt |
| Excess From Year1 | $2,365,795 | ExcessFromYear1Amt |
| Excess From Current Year | $1,751,437 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KARI L ANDERSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 CORMIER DRIVE | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93311 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6613933320 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING: PURPOSE OF ORGANIZATION AND NEED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | APPLICANTS MUST BE IN AGREEMENT WITH THE FOUNDATION'S GOALS, AS DESCRIBED IN THE GRANT MAKING POLICY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| CAL POLY | ||||||||
| CALIFORNA POLYTECHNIC STATE | UNIVERSITY FOUNDATION | SAN LUIS OBISPO | CA | 93407 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $625,000 |
| CONDORDIA UNIVERSITY | ||||||||
| 1530 CONCORDIA WEST | IRVINE | CA | 92612 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |
| CROSS CONNECT MINISTRIES | ||||||||
| 16611 MOSSCREEK ST | TUSTIN | CA | 92782 | NONE | CHURCH | GENERAL SUPPORT | $75,000 | |
| GLOBAL FAMLY & THE DAUGHTER PROJECT | ||||||||
| PO BOX 13160 | BAKERSFIELD | CA | 93389 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |
| KERN DANCE ALLIANCE | ||||||||
| PO BOX 12407 | BAKERSFIELD | CA | 93389 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| OASIS | ||||||||
| PO BOX 162376 | FORT WORTH | TX | 76161 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| PLI INTERNATIONAL | ||||||||
| 16611 MOSSCREEK STREET | TUSTIN | CA | 92782 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $45,000 | |
| SHRINERS HOSPITALS | ||||||||
| 2425 STOCKTON BLVD | SACRAMENTO | CA | 95813 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | |
| SIERRA SERVICE PROJECT | ||||||||
| PO BOX 13009 | SACRAMENTO | CA | 95813 | NONE | PUBLIC CHARITY | SCHOLARSHIP PROGRAM | $50,000 | |
| SLEEPY BABY BOX FOUNDATION | ||||||||
| 7000 JOYCE COURT | BAKERSFIELD | CA | 93308 | NONE | PUBLIC CHARITY | SLEEP BABY BOX PROGRAM | $53,000 | |
| ST JOHN'S LUTHERAN CHURCH | ||||||||
| 4500 BUENA VISTA ROAD | BAKERSFIELD | CA | 93311 | NONE | CHURCH | BUILDING PROJECT & GENERAL SUPPORT | $105,000 | |
| STARS | ||||||||
| 712 E VILLA STREET | PASADENA | CA | 91101 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $75,000 | |
| BAKERSFIELD ADVENTIST ACADEMY | ||||||||
| 3333 BERNARD ST | BAKERSFIELD | CA | 93306 | NONE | PUBLIC CHARITY | CLASS OF 2020 | $5,000 | |
| BAKERSFIELD FOUNDATION | ||||||||
| 1600 TRUXTUN AVE 21ST FLOOR | BAKERSFIELD | CA | 933015141 | NONE | PUBLIC CHARITY | COMMUNITY FIREWORLS | $15,000 | |
| CITYSERVE NETWORK | ||||||||
| 7001 AUBURN STREET | BAKERSFIELD | CA | 93306 | NONE | PUBLIC CHARITY | OFFICE PROJECT & OUTREACH | $20,000 | |
| GARCES ANNUAL FUND | ||||||||
| 2800 LOMA LINDA DR | BAKERSFIELD | CA | 93305 | NONE | PUBLIC CHARITY | GREATEST NEED | $41,500 | |
| GRIMM FAMILY EDUCATION FOUNDATION | ||||||||
| 11001 RIVER RUN BLVD 101 | BAKERSFIELD | CA | 93311 | NONE | PUBLIC CHARITY | SCHOLARSHIP OBLIGATIONS INTO EARLY 2022 | $365,000 | |
| MARE | ||||||||
| 18200 JOHNSON RD 8920 | BAKERSFIELD | CA | 93314 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| SCOTT KIRSCHENMAN FOUNDATION | ||||||||
| 7209 SAINT ANDREWS DRIVE | BAKERSFIELD | CA | 93309 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| TAFT COLLEGE FOUNDATION | ||||||||
| 29 COUGAR COURT | TAFT | CA | 93268 | NONE | PUBLIC CHARITY | BOB HAMPTON MEMORIAL SCHOLARSHIP AND LEGACY FUND | $20,000 | |
| WOUNDED HEROS FUND KERN CO | ||||||||
| 3121 STANDARD STREET | BAKERSFIELD | CA | 93308 | NONE | PUBLIC CHARITY | CONCERT FOR THE CAUSES | $21,500 | |
| VALKERIE PYLON FOUNDATION | ||||||||
| PO BOX 354 | MT VERNON | CA | 22121 | NONE | PUBLIC CHARITY | AFGANISTAN RESCUE | $150,000 | |
| TRINITY LUTHERAN CHURCH | ||||||||
| 1643 PALM AVE | WASCO | CA | 93280 | NONE | CHURCH | MEGACHURCH OASIS | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,099,500 | 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 | $119,397 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,907,370 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,026,767 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,026,767 | TotalIncomeProducingActyAmt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $6,485,914 | EOYBookValueAmt |
| EOYFMV | $6,485,914 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ANGELES ABSOLUTE RETURN FUND LTD | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $408,478 | BookValueAmt |
| EOYFMV | $408,478 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $970 | LegalFeesAmt |
| Net Investment Income | $970 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS FROM INVESTMENTS | Desc |
| Amt | $2,702,302 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF INVESTMENT CAPITAL | Desc |
| Amt | $8,142 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| STATE ACCRUED TAXES | $75 | $275 |
| FEDERAL ACCRUED TAXES | $0 | $22,743 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $22,723 | Amt |
| Net Investment Income | $22,723 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $2,116 | $2,116 | $0 | $0 |
| EXCISE TAXES | $200 | $0 | $0 | $0 |
| TAXES AND LICENSES | $27,813 | $0 | $0 | $0 |