BATEY FAMILY CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BATEY FAMILY CHARITABLE TRUST (EIN 47-5523964)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-29
- IRS object ID
- 202041819349100229
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-29T15:33:22-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953705481 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBICH HOOPER KING DILL HOFFMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5001 E COMMERCENTER DR STE 350 | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475523964 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BATEY FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BATE | BusinessNameControlTxt |
| Phone | 6616633608 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20009 | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 933900009 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUTH GAYLE BATEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6616633608 | PhoneNum |
| Signature | 2020-06-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANE A PARSONS | PreparerPersonNm |
| PTIN | P00437124 | PTIN |
| Phone | 6616311171 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $1,614,647 | 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 | $548,696 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,221 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,221 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,106 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,106 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $305,093 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $643,305 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $305,093 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $106 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $106 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $878,222 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $329,526 | 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 |
| Accounting Fees Rev And Expnss | $2,308 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,945 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $264 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,856 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,856 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,109 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,120 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $964,588 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $964,588 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $973,697 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,120 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $964,588 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$95,475 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $326,406 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $365,741 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $408,304 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $408,304 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,236,079 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,098,041 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,206,343 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,601,820 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,506,345 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,614,647 | 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 | $1,601,820 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,506,345 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,601,820 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,506,345 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,601,820 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,506,345 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,601,820 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$95,475 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,506,345 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,506,345 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLIC TRADED SECURITIES (MORGAN STANLEY) 1099-B | D | 2014-08-01 | 2019-12-31 | $427,534 | $122,307 | $305,227 | $305,227 |
| PUBLIC TRADED SECURITIES (WELLS FARGO) 1099-B | D | 2019-12-31 | $7,756 | $7,786 | -$30 | -$30 | |
| PUBLIC TRADED SECURITIES (WELLS FARGO) 1099-B | D | 2019-12-31 | $207,006 | $208,119 | -$1,113 | -$1,113 | |
| CAPITAL GAINS DIVIDENDS | P | $1,009 | $1,009 | $1,009 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $305,093 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $138,950 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,596,840 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.087016 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $283,978 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,485,752 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.191134 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $56,008 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $871,393 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064274 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $60,294 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066342 | DistributionYr4Rt |
| Total Distribution | 0.408766 | TotalDistributionRt |
| Average Distribution | 0.102192 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,842,742 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $188,313 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,264 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $191,577 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $964,588 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,264 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,264 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,264 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,464 | 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 | LISA KING | IndividualWithBooksNm |
| Phone | 6616633608 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20009 | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93390 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUTH GAYLE BATEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20009 | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93390 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $1,377,973 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $492,831 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,870,804 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,870,804 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,062 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,842,742 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $92,137 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $92,137 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,264 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,264 | TotalTaxAmt |
| Distributable Before Adj | $88,873 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $88,873 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $88,873 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $964,588 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $964,588 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,264 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $961,324 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,873 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,333 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,588 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $209,994 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $60,899 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $284,814 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $964,588 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $88,873 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $875,715 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,160,529 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,160,529 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,333 | ExcessFromYear4Amt |
| Excess From Year3 | $12,588 | ExcessFromYear3Amt |
| Excess From Year2 | $209,994 | ExcessFromYear2Amt |
| Excess From Year1 | $60,899 | ExcessFromYear1Amt |
| Excess From Current Year | $875,715 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RUTH GAYLE BATEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CSUB FOUNDATION | ||||||
| 9001 STOCKDALE HWY | BAKERSFIELD | CA | 93311 | PUBLIC CHARITY | TO SUPPORT ENERGY ENGINEERING INNOVATION FUND | $292,588 |
| CASA ESPERANZA | ||||||
| 5501 STOCKDALE HWY | BAKERSFIELD | CA | 93389 | PUBLIC CHARITY | TO SUPPORT HEARTS OF HOPE SPONSORSHIP | $5,000 |
| BOYS & GIRLS CLUBS OF KERN COUNTY | ||||||
| 801 NILES ST | BAKERSFIELD | CA | 93305 | PUBLIC CHARITY | TO SUPPORT LAMONT SUMMER SCHOOL SPONSORSHIP | $6,000 |
| CHILDCARE WORLDWIDE | ||||||
| PO BOX 28550 | BELLINGHAM | WA | 98228 | PUBLIC CHARITY | CONTRIBUTION MADE TO THE GENERAL FUND. | $3,000 |
| FAIRVIEW ELEMENTARY SCHOOL | ||||||
| 425 E FAIRVIEW ROAD | BAKERSFIELD | CA | 93307 | PUBLIC CHARITY | TO SUPPORT AND SPONSOR THE SCHOOL'S BICYCLE PROGRAM | $1,800 |
| FIRST UNITED METHODIST CHURCH | ||||||
| 4600 STOCKDALE HWY | BAKERSFIELD | CA | 93309 | PUBLIC CHARITY | TO SUPPORT THE SANTA ROSA FIRE RELIEF AND SPONSORHIP OF THE CHURCH. | $44,000 |
| KERN COMMUNITY FOUNDATION | ||||||
| 3300 TRUXTUN AVENUE SUITE 220 | BAKERSFIELD | CA | 93301 | PUBLIC CHARITY | CONTRIBUTION MADE TO THE GENERAL FUND. | $1,500 |
| KERN COUNTY MUSEUM FOUNDATION | ||||||
| 3801 CHESTER AVENUE | BAKERSFIELD | CA | 93301 | PUBLIC CHARITY | TO SUPPORT THE GARDENING, REPAIRS, AND SPONSORHIP OF THE FOUNDATION. | $4,500 |
| MISC CONTRIBUTIONS UNDER 1000 | ||||||
| PO BOX 20009 | BAKERSFIELD | CA | 93390 | PUBLIC CHARITY | CONTRIBUTION MADE TO THE GENERAL FUND. | $1,700 |
| TEJON RANCH CONSERVANCY | ||||||
| 1037 BEAR TRAP RD | LEBEC | CA | 93243 | PUBLIC CHARITY | CONTRIBUTION MADE TO THE GENERAL FUND. | $110,000 |
| CSU BAKERSFIELD | ||||||
| 9001 STOCKDALE HWY | BAKERSFIELD | CA | 93311 | PUBLIC CHARITY | CONTRIBUTION MADE TO THE GENERAL FUND. | $490,000 |
| AAUW-CA SPF | ||||||
| 1331 GARDEN HIGHWAY SUITE 100 | SACRAMENTO | CA | 95833 | PUBLIC CHARITY | TO SUPPORT TECH TREK FRESNO CAMP | $2,500 |
| STARS THEATRE | ||||||
| 1341 G STREET | BAKERSFIELD | CA | 93301 | PUBLIC CHARITY | CONTRIBUTIONS MADE TO THE GENERAL FUND. | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $964,588 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,221 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,106 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $305,093 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $329,526 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $329,526 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GAYLE BATEY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20009 | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93390 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $548,696 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,308 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY - SECURITIES | $901,139 | $984,827 |
| WF INVESTMENTS 2200 | $196,902 | $221,516 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $2,856 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,856 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WELLS FARGO | Desc |
| Revenue And Expenses Per Books | $106 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $106 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $106 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN | $264 | $264 | $0 |
| STATE TAX | $85 | $0 | $0 |
| FEDERAL | $3,596 | $0 | $0 |