2025-11-17T13:30:09-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 255 E RIVER PARK CIRCLE STE 220 FRESNO CA 93720 990PF 2024-01-01 825161618 SEEDCORE FOUNDATION SEED 6614654072 5001 CALIFORNIA AVENUE 214 BAKERSFIELD CA 93309 JOHN PAUL LAKE TREASURER 6614654072 2025-11-14 1 1 AMY L HENDLEY P01300654 5593895700 2025-11-14 2024 2025-03-06 01:10:19Z X 6989248 X 1481700 274786 274786 356345 2797631 356345 2112831 631131 0 89760 0 0 89760 82844 0 0 82844 12972 0 0 12972 250 0 0 250 15195 3799 0 11396 39865 3557 0 36583 4259 0 0 0 22100 0 0 1566 0 0 1566 4157 0 0 4157 24409 0 0 24409 297377 7356 0 263937 574580 274580 871957 7356 0 538517 1240874 623775 0 324911 586918 586918 4269 4269 4269 2100 162314 291226 291226 4057730 5208434 5208434 347216 282979 282979 497134 465322 465322 219847 90464 43346 129383 129383 21619 20717 20717 5456370 6989248 6989248 400000 210 0 210 400000 X 5456160 6589248 5456160 6589248 5456370 6989248 5456160 1240874 0 6697034 107786 6589248 PUBLICLY TRADED SECURITIES 2797631 2441286 356345 356345 356345 8670 0 8670 0 8670 5025 0 17500 0 22525 0 13855 13855 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 WWW.SEEDCOREFOUNDATION.ORG JOHN PAUL LAKE 6614654072 5001 CALIFORNIA AVENUE 214 BAKERSFIELD CA 93309 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 INGRID LAKE 5001 CALIFORNIA AVENUE SUITE 214 BAKERSFIELD CA 93309 PRESIDENT 8.00 0 0 0 JOHN PAUL LAKE 5001 CALIFORNIA AVENUE SUITE 214 BAKERSFIELD CA 93309 TREASURER 4.00 0 0 0 DANIELLE PATTERSON 5001 CALIFORNIA AVENUE SUITE 214 BAKERSFIELD CA 93309 DIRECTOR 40.00 89760 0 0 JOHN AND INGRID LAKE FAMILY TRUST 5001 CALIFORNIA AVENUE SUITE 214 BAKERSFIELD CA 93309 N/A 0.00 0 0 0 NONE 0 NONE 0 KERN INITIATIVE FOR TALENT + ENTREPRENEURSHIP (KITE) THIS COLLABORATIVE GROUP FOCUSES ON DEVELOPING KERN COUNTY'S ENTREPRENEURIAL ECOSYSTEM. KITE IS A NETWORK OF PROFESSIONALS, EDUCATORS, AND COMMUNITY PARTNERS WHO RECOGNIZE THE IMPORTANCE OF ENTREPRENEURSHIP IN BUILDING A VIBRANT LOCAL ECONOMY. ORIGINALLY LAUNCHED IN PARTNERSHIP WITH THE KERN ECONOMIC DEVELOPMENT CORPORATION, KITE CONTINUES TO STRENGTHEN AND EXPAND ITS REACH BY PROVIDING ENTREPRENEURS WITH GUIDANCE, MENTORSHIP, AND ACCESS TO RESOURCES. A KEY COMPONENT OF THIS WORK IS CO.STARTERS, A BUSINESS DEVELOPMENT PROGRAM, WHICH EQUIPS ASPIRING AND EARLY-STAGE ENTREPRENEURS WITH A PROVEN, COMMUNITY-BASED CURRICULUM TO VALIDATE IDEAS, BUILD BUSINESS MODELS, AND LAUNCH SUSTAINABLE VENTURES. KITE IS A PROJECT OF THE SEEDCORE FOUNDATION, A 501(C)(3) NOT-FOR-PROFIT ORGANIZATION. 20607 0 5768521 261345 0 6029866 0 0 6029866 90448 5939418 296971 296971 8670 8670 288301 0 288301 0 288301 538517 0 538517 288301 0 0 24329 154621 326871 206145 165146 877112 538517 0 0 0 288301 250216 0 0 1127328 0 0 0 0 0 0 24329 1102999 154621 326871 206145 165146 250216 INGRID LAKE JOHN PAUL LAKE JOHN AND INGRID LAKE FAMILY TRUST GRANT APPLICATION IS AVAILABLE AT W 5001 CALIFORNIA AVENUE SUITE 214 BAKERSFIELD CA 93309 6614654072 INFO@SEEDCOREFOUNDATION.ORG - MOST RECENT FINANCIAL STATEMENT FROM THE MOST RECENTLY COMPLETED YEAR, AUDITED IF AVAILABLE, SHOWING ACTUAL EXPENSES. THIS INFORMATION SHOULD INCLUDE A BALANCE SHEET, STATEMENT OF ACTIVITIES, AND YOUR MOST RECENT FORM 990 TAX RETURN. - ORGANIZATION BUDGET FOR THE CURRENT YEAR, INCLUDING INCOME AND EXPENSES. PROJECT BUDGET, INCLUDING INCOME AND EXPENSES (IF NOT A GENERAL OPERATING PROPOSAL). - ADDITIONAL FUNDERS: LIST NAMES OF CORPORATIONS AND FOUNDATIONS FROM WHICH YOU ARE REQUESTING FUNDS, WITH DOLLAR AMOUNTS INDICATING WHICH SOURCES ARE COMMITTED OR PENDING. - LIST OF BOARD MEMBERS AND THEIR AFFILIATIONS. A COPY OF YOUR CURRENT IRS DETERMINATION LETTER INDICATING TAX-EXEMPT 501(C)(3) STATUS. - A COPY OF YOUR CURRENT IRS DETERMINATION LETTER INDICATING TAX-EXEMPT 501(C)(3) STATUS. QUARTERLY CYCLES - DUE (23:59:59) PACIFIC STANDARD TIME ON FEB 28, MAY 31, AUG 31, OR NOV 30. THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS, INTERNATIONAL CHARITABLE ORGANIZATIONS THAT ARE NOT QUALIFIED IN THE UNITED STATES OR TO FOR-PROFIT BUSINESSES. APPLE CORE PROJECT INC PO BOX 12140 BAKERSFIELD CA 93389 PC EVENT SPONSORSHIP 4625 BAKERSFIELD CHRISTIAN HIGHSCHOOL 12775 STOCKDALE HIGHWAY BAKERSFIELD CA 93314 PC PROGRAM SUPPORT - KNOWLEDGE BOWL 1000 BRIGHTER BITES BAKERSFIELD PO BOX 25456 HOUSTON TX 77265 PC GENERAL SUPPORT 2250 CALIFORNIA LIVING MUSEUM FOUNDATION 1300 17TH STREET BAKERSFIELD CA 93301 PC GENERAL SUPPORT 1200 CALIFORNIA POLYTECHNIC STATE UNIVERSITY 1 GRAND AVENUE SAN LUIS OBISPO CA 93407 GOV COLLEGE SCHOLARSHIP PAYMENT 4000 CALIFORNIA STATE UNIVERSITY OF BAKERSFIELD 9001 STOCKDALE HIGHWAY BAKERSFIELD CA 93311 GOV COLLEGE SCHOLARSHIP PAYMENT 4000 CHURCH WITHOUT WALLS 114 BEARDSLEY AVENUE BAKERSFIELD CA 93308 PC GENERAL SUPPORT 2000 CSUB FOUNDATION 9001 STOCKDALE HIGHWAY 19AW BAKERSFIELD CA 93311 PC PROGRAM SUPPORT - SCHOLARSHIPS FOR LAWRENCE LIVERMORE LABS SUMMER DATA CHALLENGE 7000 CSUB FOUNDATION 9001 STOCKDALE HIGHWAY 19AW BAKERSFIELD CA 93311 PC PROGRAM SUPPORT - CENTER FOR ENTREPRENEURSHIP & INNOVATION FUND 50000 FRIENDS OF MERCY FOUNDATION PO BOX 119 BAKERSFIELD CA 93302 PC CATHERINE MCAULEY SOCIETY MEMBERSHIP - DONATION 1000 HERITAGE CHRISTIAN SCHOOL 4310 DURSTON ROAD BOZEMAN MT 59718 PC CLASSROOM SUPPLIES 5000 HERITAGE OAK SCHOOL 20915 SCHOUT ROAD TEHACHAPI CA 93561 PC PROGRAM SUPPORT - FACULTY PROFESSIONAL DEVELOPMENT 7000 JIM BURKE EDUCATION FOUNDATION PO BOX 316 BAKERSFIELD CA 93302 PC EVENT SPONSORSHIP 1000 KEEPERS TRANSFORMATION HOUSE 127 N CHESTER BAKERSFIELD CA 93308 PC EVENT SPONSORSHIP 14775 KERN COMMUNITY FOUNDATION 5701 TRUXTUN AVENUE SUITE 110 BAKERSFIELD CA 93309 PC KERN FUTURES SCHOLARSHIPS: NOW FUND 1050 KERN COUNTY STUDENT LEADERSHIP PO BOX 20937 BAKERSFIELD CA 93390 PC EVENT SPONSORSHIP 445 KERN COUNTY YOUTH FOR CHRIST 2131 CALIFORNIA AVENUE BAKERSFIELD CA 93304 PC PROGRAM SUPPORT - "CITY LIFE" EXPANSION 7500 LABORERS OF HARVEST 508 WOODROW STREET TAFT CA 93268 PC PROGRAM SUPPORT - REFRIGERATED VEHICLE MAINTENANCE 7000 LEUKEMIA & LYMPHOMA SOCIETY 1201 15TH STREET NW WASHINGTON DC 20005 PC EVENT SPONSORSHIP 250 MISSION ONE ELEVEN 3201 F STREET BAKERSFIELD CA 93301 PC GENERAL SUPPORT 16000 MISSION VALLEY CHRISTIAN ACADEMY 38907 MT HIGHWAY 35 POLSON MT 59860 PC CLASSROOM SUPPLIES 650 OUR LADY OF PERPETUAL HELP 124 COLUMBUS STREET BAKERSFIELD CA 93305 PC CLASSROOM SUPPLIES 2420 ROSEDALE MIDDLE SCHOOL 12463 ROSEDALE HIGHWAY BAKERSFIELD CA 93312 GOV PROGRAM SUPPORT - HISTORY DEPARTMENT CIVIL WAR REENACTMENT 2000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 PC PROGRAM SUPPORT - HURRICANE HELENE DISASTER RELIEF 25000 SOUTHWEST FOUNDATION PO BOX 20937 BAKERSFIELD CA 93390 PC EVENT SPONSORSHIP 275 STILLWATER CHRISTIAN SCHOOL 255 FFA DRIVE KALISPELL MT 59901 PC CLASSROOM SUPPLIES 175 THE MISSION AT KERN COUNTY 816 E 21ST STREET BAKERSFIELD CA 93305 PC PROGRAM SUPPORT 99775 THE MOTHERHOOD PROJECT 136 ALLEN ROAD SUITE 100 1108 BAKERSFIELD CA 93314 PC PROGRAM SUPPORT - RESEARCH AND AWARENESS CAMPAIGN 7000 VALLEY CHRISTIAN SCHOOL 2526 SUNSET LANE MISSOULA MT 59804 PC CLASSROOM SUPPLIES 190 274580 THE MISSION AT KERN COUNTY 816 E 21ST STREET BAKERSFIELD CA 93305 PC PROGRAM SUPPORT 200000 CALIFORNIA STATE UNIVERSITY OF BAKERSFIELD 9001 STOCKDALE HIGHWAY BAKERSFIELD CA 93311 GOV GENERAL SUPPORT 100000 300000 14 274786 18 356345 0 631131 0 631131 11A THIS IS A SERVICE FEE FOR THE CO. STARTERS ENTREPRENEURSHIP PROGRAM. 0 0 0 0 0 0 0 0 0 0 X X 1 JOHN PAUL AND INGRID LAKE FAMILY TRUST 6424 TEVIS DRIVE BAKERSFIELD CA 93309 1481700 X X 1 STOCKS 335709 2024-07-31 ACCOUNTING FEES 15195 3799 0 11396 BANK OF MONTREAL 6.5% 25148 25148 BARCLAYS PLC 6.25% 50040 50040 CITIGROUP INC. 4.1% 49867 49867 ENTERGY LOUISIAN 3.12% 24043 24043 GENERAL MOTORS CO 5.6% 25136 25136 RIO TINTO FIN U5.2% 48019 48019 THE TORONTO-DOMINI 4% 24785 24785 TOTALENERGIES 2.986% 35941 35941 AGNC INVES 10.0199% PFDPFD SER C 15327 15327 ALGONQUIN POWE 7.75% PFDCONV 4463 4463 AMAZON.COM INC 41684 41684 AMERICAN ELEC PWR CO INC 55338 55338 AMERICAN EXPRESS CO 29679 29679 AMGEN INC 27888 27888 ANTERO MIDSTREAM CORP 30180 30180 ARBOR REALTY 6.25% PFDPFD SER F 47964 47964 ARES CAPITAL CORP 30646 30646 ARISTA NETWORKS INC 57476 57476 AT&T INC 91080 91080 ATLAS CORP 7.125% PFD 10453 10453 B. RILEY FINL, INC 6%PFD 4966 4966 BAIN CAP SPECIALTY FIN I 26315 26315 BANK NOVA SCOTIA F 40290 40290 BERKSHIRE HATHAWAY CLASS B 17678 17678 BLUE OWL CAP CORP 26687 26687 BP PLC FSPONSORED ADR 42123 42123 BROADCOM INC 20866 20866 CADENCE DESIGN SYS 30046 30046 CAMECO CORP F 20556 20556 CARLYLE SECD LENDING INC 39715 39715 CATERPILLAR INC 36276 36276 CEDAR REALTY 7.25% PFDPFD SER B 8625 8625 CHEVRON CORP 19553 19553 CHIMERA INVES 7.75% PFDPFD SER C 34725 34725 COUSINS PPTYS INC 67408 67408 CME GROUP INC CLASS A 37157 37157 DATADOG INC CLASS A 21434 21434 DOUBLELINE FLEXIBLE INCOME N 90842 90842 DUKE ENERGY CORP 14653 14653 DEVON ENERGY CORP NEW 29457 29457 EAGLE POINT C 6.6875% PFD 9728 9728 EAGLE POINT CREDIT 8% PFD 24944 24944 ENI SPA ROMA FSPONSORED 41040 41040 FREEDOM 100 EMERGING MARKETS ETF 208498 208498 FREEPORT-MCMORAN INC 17517 17517 FIRSTENERGY CORP 39780 39780 GLOBAL NET LE 7.25% PFDPFD SER A 27528 27528 GOLDMAN SACHS B D C INC 20873 20873 GOLDMAN SACHS GROUP 45237 45237 GQG PARTNERS EMERGING MARKETS EQUITYINST 86536 86536 GLENCORE PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS 50198 50198 HOEGH LNG PAR 8.75% PFDPFD SER A 13200 13200 HOME DEPOT INC 38899 38899 HONEYWELL INTL INC 37950 37950 IBM CORP 29677 29677 IRONCLAD MANAGED RISK 98736 98736 ISHARES MSCI POLAND ETF 6261 6261 JPMORGAN CHASE & CO 38354 38354 JPMORGAN HEDGED EQUITY A 184790 184790 KINETIK HLDGS INC CLASS A 63232 63232 LYONDELLBASELL INDS FCLASS A 29708 29708 MARATHON PETE CORP 11160 11160 MCDONALDS CORP 14495 14495 MEDTRONIC PLC F 23964 23964 MERCEDES-BENZ GROUP 38696 38696 MERCK & CO. INC. 13430 13430 META PLATFORMS INC CLASS A 22249 22249 MICROSOFT CORP 77135 77135 MICROSOFT CORP 42150 42150 NVIDIA CORP 57745 57745 NUTRIEN LTD F 44750 44750 OAKTREE SPECIALTY LENDIN 37130 37130 OXFORD LANE CAPITAL ORD 23634 23634 PENNANTPARK CAP LTD 19346 19346 PEPSICO INC 38666 38666 PIMCO DYNAMIC INCOME CF 55020 55020 PROCTER & GAMBLE 28501 28501 PRUDENTIAL FINL 47412 47412 PLAINS GP HLDGS L P CLASS A 44572 44572 QURATE RETAIL, INC 8%PFD 6038 6038 RIO TINTO PLC 111739 111739 RTX CORP 14581 14581 SARATOGA INVT CORP 23920 23920 SLR INVESTMENT CORP 45248 45248 SPDR BLOOMBERG 13 MNTH T BLL ETF 45715 45715 SONOCO PRODS CO 31753 31753 TWO HARBORS I 7.25% PFDPFD SER C 24700 24700 TJX COS INC NEW 28994 28994 UNITEDHEALTH GRP INC 35410 35410 UNIBAIL-RODAMCO SE ORDF 75295 75295 VALUE LINE MID CAP FOCUSED INSTITUTIONAL 168940 168940 VANGUARD EMERGING MARKETS BOND INVESTOR 139398 139398 VANGUARD MEGA CAP VALUE ETF 181120 181120 VERIZON COMMUNICATN 19395 19395 VIRTUS INFRCP US PRERD STCK ETF 179033 179033 VISA INC CLASS A 41085 41085 WALMART INC 42240 42240 WISDOMTREE INTER HDG QLYDIV GRT ETF 26082 26082 XAI OCTGON FLOAT RTE ALT 35192 35192 UNITED PARCEL SVC INC CLASS B 50440 50440 XCEL ENERGY INC 47264 47264 WSDMTREE EMRG MKTS SMALLCAP DVD ETF 97840 97840 CAMBRIA SHAREHOLDER YIELD ETF 100840 100840 ISHARES INTERNTINL AGGRGT BND ETF 174720 174720 FRKLN INTL LW VLTY HG DIV INDX ETF 213640 213640 OXFORD LANE CAPITAL ORD 30420 30420 TORTOISE SUSTAINBLE AND 33600 33600 BARON FOCUSED GROWTH RETAIL 117763 117763 DODGE & COX GLOBAL BOND I 241738 241738 291226 291226 0 0 APPLE HOSPITALITY REIT IREIT FMV 51423 51423 BROADSTONE NET LEASE INCREIT FMV 52338 52338 EPR PROPERTIES REIT FMV 70848 70848 GOLDMAN SACHS GQG PTNRS INTL OPPS A FMV 203378 203378 MEDICAL PROPERTIES REIT FMV 33674 33674 MESIROW HIGH YIELD INSTL FMV 53661 53661 WEBSITE DEVELOPMENT COSTS 219847 90464 129383 129383 LEGAL FEES 250 0 0 250 TRADEMARK REGISTRATION COSTS 12788 12787 12787 U-NOTE INSTRUMENT @ 5.5%, 12 YR 8831 7930 7930 UNREALIZED LOSSES ON INVESTMENTS 5686 PRIOR PERIOD ADJUSTMENT 102100 ADVERTISING & MARKETING 12982 0 0 12982 OFFICE SUPPLIES & SOFTWARE 4617 0 0 4617 OTHER MISCELLANEOUS EXPENSE 2695 0 0 2695 BANK CHARGE 608 0 0 608 LICENSES & FEES 259 0 0 259 DUES & SUBSCRIPTIONS 2301 0 0 2301 TRAINING EXPENSES 199 0 0 199 INSURANCE 748 0 0 748 DEMAND NOTE 210 0 OTHER PROFESSIONAL SERVICES 32398 0 0 32673 PAYROLL SERVICES 3910 0 0 3910 INVESTMENT MANAGEMENT FEES 3557 3557 0 0 FEDERAL INCOME TAX EXPENSE 4259 0 0 0