RODNEY AND CHERYL PALLA FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- RODNEY AND CHERYL PALLA FAMILY FOUNDATION INC (EIN 46-1607712)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201603209349102570
- Schema version
- 2015v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T13:34:58-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461607712 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RODNEY & CHERYL PALLA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RODN | BusinessNameControlTxt |
| Phone | 6618347817 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6404 SHAFTER RD | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93313 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RODNEY PALLA | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 6618347817 | PhoneNum |
| Signature | 2016-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS J BARBICH | PreparerPersonNm |
| PTIN | P00441288 | PTIN |
| Phone | 6616311171 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $717,363 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $70 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $70 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,115 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,115 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$59,772 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $800,554 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$46,587 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,185 | 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 |
| Other Expenses Rev And Expnss | $7,194 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,664 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,194 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,664 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,294 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,664 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$80,881 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,521 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $100,863 | CashBOYAmt |
| Cash EOY | $717,363 | CashEOYAmt |
| Cash EOYFMV | $717,363 | CashEOYFMVAmt |
| Other Investments BOY | $697,381 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $798,244 | TotalAssetsBOYAmt |
| Total Assets EOY | $717,363 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $717,363 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $798,244 | RetainedEarningBOYAmt |
| Retained Earning EOY | $717,363 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $798,244 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $717,363 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $798,244 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $717,363 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $798,244 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$80,881 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $717,363 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $717,363 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 680.49 SHS - INVESCO BALANCED | 2014-12-15 | 2015-12-08 | $7,594 | $7,880 | -$286 | -$286 |
| 4770.992 SHS - BLACKROCK FUNDS | 2015-02-13 | 2015-08-11 | $49,905 | $50,000 | -$95 | -$95 |
| 402.027 SHS - DOUBLEINE FDS TR | 2015-01-02 | 2015-12-08 | $4,354 | $4,403 | -$49 | -$49 |
| 8326.395 SHS - NORTERN LTS FD TR III | 2015-08-11 | 2015-12-08 | $94,421 | $100,000 | -$5,579 | -$5,579 |
| 173.586 SHS - RIVERNORTH/DOUBLELINE | 2014-09-02 | 2015-08-11 | $1,840 | $1,879 | -$39 | -$39 |
| 262.654 SHS - TCW FDS INC. | 2014-12-31 | 2015-12-08 | $2,690 | $2,709 | -$19 | -$19 |
| 1153.911 SHS - TEMPLETON INCOME TR | 2014-12-16 | 2015-12-08 | $13,443 | $14,210 | -$767 | -$767 |
| 323.687 SHS - WELLS FARGO FDS TRUST | 2014-12-12 | 2015-12-08 | $3,357 | $3,537 | -$180 | -$180 |
| 8398.243 SHS - INVESCO BALANCED | 2013-02-15 | 2015-12-08 | $93,724 | $105,665 | -$11,941 | -$11,941 |
| 9636.625 SHS - DOUBLELINE FDS TR | 2013-02-15 | 2015-12-08 | $104,365 | $109,098 | -$4,733 | -$4,733 |
| 3699.158 SHS - RIVERNORHT/DOUBLELINE | 2013-02-15 | 2015-08-11 | $39,246 | $41,500 | -$2,254 | -$2,254 |
| 10300.759 SHS - TCW FDS INC | 2013-02-15 | 2015-12-08 | $105,480 | $104,980 | $500 | $500 |
| 15598.276 SHS - TEMPLETON INCOME TR | 2013-02-15 | 2015-12-08 | $185,697 | $212,899 | -$27,202 | -$27,202 |
| 9053.114 SHS - WELLSFARGO FDS TRUST | 2013-10-21 | 2015-12-08 | $94,438 | $101,566 | -$7,128 | -$7,128 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$59,772 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $34,783 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $703,300 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049457 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $37,800 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $680,666 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055534 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,667 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.104991 | TotalDistributionRt |
| Average Distribution | 0.034997 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $731,914 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $25,615 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $65 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $25,680 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $27,100 | 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 | $65 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $65 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $65 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $65 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RODNEY PALLA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6618347817 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6404 SHAFTER RD | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93313 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| RODNEY PALLA | ||||||||
| 6404 SHAFTER ROAD | BAKERSFIELD | CA | 93313 | SECRETARY | 1.00 | $0 | $0 | $0 |
| CHERYL PALLA | ||||||||
| 6404 SHAFTER ROAD | BAKERSFIELD | CA | 93313 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| BLAKE PALLA | ||||||||
| 6404 SHAFTER ROAD | BAKERSFIELD | CA | 93313 | CHIEF FINANCIAL OFFICER | 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 |
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 | $634,126 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $108,934 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $743,060 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $743,060 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,146 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $731,914 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,596 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,596 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $65 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $65 | TotalTaxAmt |
| Distributable Before Adj | $36,531 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,531 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,531 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $27,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $65 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $27,035 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,531 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $4,158 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $252 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,410 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,100 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,410 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,410 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,021 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RODNEY PALLA | ContributingManagerNm |
| Contributing Manager | CHERYL PALLA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAKERSFIELD SYMPHONY ORCHESTRA | |||||||
| 1328 34TH STREET | BAKERSFIELD | CA | 93301 | NONE | PUBLIC CHARITY | ORGANIZATIONAL SUPPORT | $2,500 |
| BAKERSFIELD MUSEUM OF ART | |||||||
| 1930 R STREET | BAKERSFIELD | CA | 93301 | NONE | PUBLIC CHARITY | ORGANIZATIONAL SUPPORT | $600 |
| KERN COMMUNITY FOUNDATION | |||||||
| 3300 TRUXTUN AVENUE SUITE 200 | BAKERSFIELD | CA | 93301 | NONE | PUBLIC CHARITY | ORGANIZATIONAL SUPPORT | $1,000 |
| BAKERSFIELD COLLEGE FOUNDATION | |||||||
| 1801 PANORAMA DRIVE | BAKERSFIELD | CA | 93305 | NONE | PUBLIC CHARITY | ORGANIZATIONAL SUPPORT | $10,000 |
| LINKS FOR LIFE | |||||||
| 1706 CHESTER AVENUE SUITE 200 | BAKERSFIELD | CA | 93301 | NONE | PUBLIC CHARITY | ORGANIZATIONAL SUPPORT | $1,000 |
| FRIEND OF MERCY FOUNDATION | |||||||
| 551 SHANLEY COURT | BAKERSFIELD | CA | 93311 | NONE | PUBLIC CHARITY | ORGANIZATIONAL SUPPORT | $1,000 |
| KIDS COUNT FOUNDATION | |||||||
| 4200 ASHE ROAD | BAKERSFIELD | CA | 93313 | NONE | PUBLIC CHARITY | ORGANIZATIONAL SUPPORT | $10,000 |
| GUILD HOUSE | |||||||
| 1905 18TH STREET | BAKERSFIELD | CA | 93301 | NONE | PUBLIC CHARITY | ORGANIZATIONAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,100 | 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 | $70 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,115 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$59,772 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$46,587 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$46,587 | 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 Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $6,153 | $6,153 | $0 |
| FOREIGN TAXES PAID | $511 | $511 | $0 |
| TAXES PAID | $530 | $0 | $0 |