ROBERT GRIMM FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT GRIMM FAMILY FOUNDATION (EIN 77-0554204)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201833199349104023
- Schema version
- 2017v2.3
- 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 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 | 2018-11-15T15:06:44-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 9100 MING AVE STE 120 | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93311 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRANDON A GRIMM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6618455275 | PhoneNum |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANN M BRAUN | PreparerPersonNm |
| PTIN | P00209674 | PTIN |
| Phone | 6613257500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 4.71.142.138 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-14 | IPDt |
| IP Tm | 16:02:49 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B4902EBDACE1AB841436C7FEC50938DF3EFF28AF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,450,063 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $189,299 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $189,299 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $997,780 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,462,110 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $997,780 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $41,953 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $41,953 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,229,032 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,229,032 | 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 | $9,873 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $33,157 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,157 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,715 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,566 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $94,419 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $94,398 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $151,164 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $130,121 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,944,425 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,944,425 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,095,589 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $130,121 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,944,425 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,866,557 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,098,911 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $77,255 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $78,997 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,628 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,628 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $10,325 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $10,091,717 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,183,043 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,183,043 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,399,719 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,256,392 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,256,392 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,658,013 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,450,063 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,450,063 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $70 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $12,115 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $70 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,115 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $14,657,943 | UnrestrictedBOYAmt |
| Unrestricted EOY | $10,437,948 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,657,943 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,437,948 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,658,013 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,450,063 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,657,943 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,866,557 | ExcessRevenueOverExpensesAmt |
| Other Increases | $646,562 | OtherIncreasesAmt |
| Subtotal | $10,437,948 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,437,948 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTION | P | $149,740 | $149,740 | $149,740 | |||
| PASSTHROUGH - HARVEST MLP INCOME FUND | P | $1,950 | $1,950 | $1,950 | |||
| PASSTHROUGH - HARVEST MLP INCOME FUND | P | $729 | $729 | $729 | |||
| ANGELES ABSOLUTE RETURN FUND | P | $1,300,000 | $146,265 | $146,265 | 2014-03-31 | 2017-12-31 | $1,153,735 |
| PUBLICLY TRADED SECURITIES - CHARLES SCHWAB | $5,009,691 | $699,096 | $699,096 | $4,310,595 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $997,780 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,282,640 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,551,644 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.211080 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $435,178 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,647,795 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.027811 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $953,873 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,099,322 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.085940 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,366,615 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,904,655 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.125324 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,687,215 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,359,457 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.201833 | DistributionYr5Rt |
| Total Distribution | 0.651988 | TotalDistributionRt |
| Average Distribution | 0.130398 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,014,534 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,566,671 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,989 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,577,660 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,944,425 | 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 | $10,989 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,989 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,989 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,325 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,325 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,336 | OverpaymentAmt |
| Applied To ES Tax | $3,336 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 9100 MING AVE STE 120 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
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 | ||||||||
| 9100 MING AVE STE 120 | 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 | $8,793,660 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $147,444 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,256,392 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,197,496 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,197,496 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $182,962 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,014,534 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $600,727 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $600,727 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,989 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,989 | TotalTaxAmt |
| Distributable Before Adj | $589,738 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $589,738 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $589,738 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,944,425 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,944,425 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,989 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,933,436 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $589,738 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,278,518 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $832,111 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $416,899 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $2,511,556 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,039,084 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,944,425 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $589,738 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,354,687 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,393,771 | 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 | $1,278,518 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,115,253 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $832,111 | ExcessFromYear4Amt |
| Excess From Year3 | $416,899 | ExcessFromYear3Amt |
| Excess From Year1 | $2,511,556 | ExcessFromYear1Amt |
| Excess From Current Year | $5,354,687 | 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 | 9100 MING AVE STE 120 | 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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAKERSFIELD MEMORIAL HOSPITAL FOUNDATION | |||||||
| 420 34TH STREET | BAKERSFIELD | CA | 93301 | NONE | PUBLIC CHARITY | PEDIATRIC PAVILION FOR EMERGENCY SERVICES | $1,000,000 |
| CATHOLIC CHARITIES | |||||||
| 825 CHESTER AVENUE | BAKERSFIELD | CA | 93301 | NONE | PUBLIC CHARITY | PURCHASE OF SERVICE TRUCK, GENERAL SUPPORT | $66,359 |
| CONCORDIA UNIVERSITY | |||||||
| 1530 CONCORDIA WEST | IRVINE | CA | 92612 | NONE | PUBLIC CHARITY | THEOLOGY BLDG | $260,000 |
| COUNTRY CHRISTIAN SCHOOL | |||||||
| 2416 DEAN AVE | BAKERSFIELD | CA | 93312 | NONE | PUBLIC CHARITY | CONSTRUCTION PROJECT | $201,506 |
| CROSS CONNECT MINISTRIES | |||||||
| 16611 MOSSCREEK ST | TUSTIN | CA | 92782 | NONE | CHURCH | GENERAL SUPPORT | $75,000 |
| GARCES MEMORIAL HIGH SCHOOL | |||||||
| 2800 LOMA LINDA DRIVE | BAKERSFIELD | CA | 93305 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $45,000 |
| GLOBAL FAMILY & THE DAUGHTER PROJECT | |||||||
| PO BOX 13160 | BAKERSFIELD | CA | 93389 | NONE | PUBLIC CHARITY | FIGHTING HUMAN TRAFFICKING | $40,000 |
| HOFFMANN HOSPICE | |||||||
| 8501 BRIMHALL ROAD 100 | BAKERSFIELD | CA | 93312 | NONE | PUBLIC CHARITY | VOICES OF INSPIRATION, PYXIS MACHINE PURCHASE | $56,000 |
| HOLY SHEPHERD CHRISTIAN PRESCHOOL | |||||||
| 433 MORAGA WAY | ORINDA | CA | 94563 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $3,543 |
| LAKE AVENUE COMMUNITY FOUNDATION | |||||||
| 712 E VILLA STREET | PASADENA | CA | 91101 | NONE | PUBLIC CHARITY | MATCHING GIFT CAMPAIGN | $50,000 |
| MEGA CHURCH | |||||||
| 8619 GRANTWOOD TRAILS | ST LOUIS | MO | 93123 | NONE | CHURCH | GENERAL SUPPORT | $5,000 |
| SAN LUIS OBISPO CHRISTIAN SCHOOL | |||||||
| 2075 JOHNSON AVE | SAN LUIS OBISPO | CA | 93401 | NONE | PUBLIC CHARITY | TUITION ASSISTANCE PROGRAM | $72,288 |
| ST JOHN'S LUTHERAN CHURCH | |||||||
| 4500 BUENA VISTA ROAD | BAKERSFIELD | CA | 93311 | NONE | CHURCH | BUILDING PROJECT & GENERAL SUPPORT | $3,666,933 |
| ST FRANCIS | |||||||
| 900 H STREET | BAKERSFIELD | CA | 93304 | NONE | CHURCH | SUMMER PROGRAMS | $30,000 |
| ALS ASSOCIATION GOLDEN WEST CHAPTER | |||||||
| PO BOX 565 | AGOURA HILLS | CA | 91376 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| BAKERSFIELD CENTRAL SDA CHURCH | |||||||
| 4501 WILSON ROAD | BAKERSFIELD | CA | 93301 | NONE | CHURCH | CYC CONFERENCE & GENERAL SUPPORT | $5,000 |
| CASA OF KERN COUNTY | |||||||
| 1717 COLUMBUS STREET | BAKERSFIELD | CA | 93305 | NONE | PUBLIC CHARITY | FOSTER CHILDREN | $15,900 |
| CBCC FOUNDATION | |||||||
| 6501 TRUXTUN AVENUE | BAKERSFIELD | CA | 93309 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $9,500 |
| ST MARY'S MEDICAL CENTER FOUNDATION | |||||||
| 450 STANYAN STREET | SAN FRANCISCO | CA | 94117 | NONE | SUPPORTING ORGANIZAT | ULTRASOUND MACHINE PURCHASE | $47,221 |
| FRIENDS OF THE KERN COUNTY FAIR | |||||||
| 1142 SOUTH P STREET | BAKERSFIELD | CA | 93307 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| KERN DANCE ALLIANCE | |||||||
| PO BOX 12407 | BAKERSFIELD | CA | 93389 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| MARE | |||||||
| 18200 JOHNSON ROAD | BAKERSFIELD | CA | 93314 | NONE | PUBLIC CHARITY | DIAMONDS & DENIM EVENT | $6,325 |
| POLICE ACTIVITIES LEAGUE | |||||||
| 301 E 4TH STREET | BAKERSFIELD | CA | 93307 | NONE | PUBLIC CHARITY | PAL AFTER-SCHOOL PROGRAMS | $6,100 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2425 STOCKTON BLVD | SACRAMENTO | CA | 95817 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| SIERRA SERVICE PROJECT | |||||||
| PO BOX 13009 | SACRAMENTO | CA | 95813 | NONE | PUBLIC CHARITY | SCHOLARSHIP PROGRAM | $68,000 |
| SLEEPY BABY BOX FOUNDATION | |||||||
| 7000 JOYCE COURT | BAKERSFIELD | CA | 93308 | NONE | PUBLIC CHARITY | PILOT PROGRAM | $20,000 |
| VH FAMILIES FOUNDATION | |||||||
| 16500 BRIMHALL ROAD | BAKERSFIELD | CA | 93314 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $14,750 |
| PASTORAL LEADERSHIP INSTITUTE | |||||||
| PO BOX 972 | WHEATON | IL | 60187 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $45,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,944,425 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $189,299 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,953 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $997,780 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,229,032 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,229,032 | 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 | $7,183,043 | EOYBookValueAmt |
| EOYFMV | $7,183,043 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ANGELES ABSOLUTE RETURN FUND LTD | FMV | $2,534,849 | $2,534,849 |
| HARVEST MLP INCOME FUND II LLC | FMV | $721,543 | $721,543 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $9,873 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PORTFOLIO DEDUCTIONS | $94,398 | $94,398 | $0 | $0 |
| MISC EXPENSES | $21 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH - HARVEST MLP INCOME FUND | Desc |
| Revenue And Expenses Per Books | $41,953 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $41,953 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF INVESTMENT CAPITAL | $10,256 |
| UNREALIZED GAIN FROM INVESTMENTS | $636,306 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED TAXES | $70 | $809 |
| BANK OVERDRAFT | $0 | $11,306 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $33,157 | Amt |
| Net Investment Income | $33,157 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $2,492 | $2,492 | $0 | $0 |
| TAXES & LICENSES | $160 | $0 | $0 | $0 |
| EXCISE TAXES | $10,989 | $0 | $0 | $0 |
| FOREIGN TAXES FROM PASSTHROUGH - HARVEST MLP INCOME FUND | $74 | $74 | $0 | $0 |