KERN COMMUNITY FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KERN COMMUNITY FOUNDATION (EIN 77-0555874)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349312712
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T13:19:47-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952972229 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIELLS PHILLIPS VAUGHAN & BOCK | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 NEW STINE ROAD | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770555874 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERN COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KERN | BusinessNameControlTxt |
| Phone | 6613255346 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5701 TRUXTUN AVE SUITE 110 | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93309 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AARON FALK | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 6613255346 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REANN RICHARDI CPA | PreparerPersonNm |
| PTIN | P01803841 | PTIN |
| Phone | 6618347411 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AARON FALK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5701 TRUXTUN AVE STE 110 | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,636,388 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.KERNFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | KERN COMMUNITY FOUNDATION'S MISSION IS GROWING COMMUNITY AND GROWING PHILANTHROPY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 163 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,204,144 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,808,634 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $524,667 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $588,191 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,352,622 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,065,446 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,081,433 | PYTotalRevenueAmt |
| CY Total Revenue | $8,462,271 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,497,695 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,219,376 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,455,789 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,064,597 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $445,564 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,346,937 | PYOtherExpensesAmt |
| CY Other Expenses | $1,499,922 | CYOtherExpensesAmt |
| PY Total Expenses | $4,300,421 | PYTotalExpensesAmt |
| CY Total Expenses | $8,783,895 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $781,012 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$321,624 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $43,441,433 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,020,980 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,818,356 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,681,037 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $37,623,077 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $39,339,943 | NetAssetsOrFundBalancesEOYAmt |
| Mission | KERN COMMUNITY FOUNDATION'S MISSION IS GROWING COMMUNITY AND GROWING PHILANTHROPY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,001,636 | ExpenseAmt |
| Grant | $5,219,376 | GrantAmt |
| Revenue | $588,191 | RevenueAmt |
| Desc | KERN COMMUNITY FOUNDATION IS IN BUSINESS TO SERVE AS A CHARITABLE RESOURCE FOR LOCAL DONORS AND CORPORATIONS AND TO GENERATE CAPITAL THAT PROVIDES PHILANTHROPIC SOLUTIONS TO HELP MAKE KERN COUNTY A BETTER PLACE TO LIVE, TO WORK AND TO VISIT. THE FOUNDATION IS HOME FOR LOCAL PHILANTHROPISTS, WITH MORE THAN 175 NAMED FUNDS THAT HELP DONORS ORGANIZE AND ACHIEVE MEANINGFUL RESULTS FROM THEIR CHARITABLE GIVING. THE FOUNDATION IS A RESULTS-ORIENTED GRANTMAKER, AWARDING APPROXIMATELY $5,219,376 IN GRANTS IN 2024. THE FOUNDATION IS A TRUSTED COMMUNITY LEADER FOCUSING ON INITIATIVES SUCH AS COLLEGE ACCESS AND NONPROFIT STRENGTHENING. | Desc |
| Total Program Service Expenses | $7,001,636 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 163 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS SHEPARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6613255346 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5701 TRUXTUN AVE STE 110 | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93309 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| CARLOS SANCHEZ | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GLENDA GARCIA | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| VINCENT ODDO | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TANYA ALSHEIKH | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOE GREGORY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN C HERSHEY III | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JUSTIN LELAND | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LYDIA CHANEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA WOLFE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AARON FALK | ||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | Yes (X) | $167,346 | $0 | $0 |
| SARA PALMER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK WOOLRIDGE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $167,346 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,808,634 | AllOtherContributionsAmt |
| Noncash Contributions | $74,611 | NoncashContributionsAmt |
| Total Contributions | $5,808,634 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Business | 541610 | BusinessCd |
| Total Revenue Column | $588,191 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $588,191 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $588,191 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,149,441 | TotalRevenueColumnAmt |
| Exclusion | $1,149,441 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,090,122 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,174,117 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $916,005 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $916,005 | TotalRevenueColumnAmt |
| Exclusion | $916,005 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,462,271 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $588,191 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,065,446 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,219,376 | TotalAmt |
| Program Services | $5,219,376 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,833,336 | TotalAmt |
| Program Services | $916,668 | ProgramServicesAmt |
| Management And General | $687,501 | ManagementAndGeneralAmt |
| Fundraising | $229,167 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,501 | TotalAmt |
| Program Services | $44,750 | ProgramServicesAmt |
| Management And General | $33,563 | ManagementAndGeneralAmt |
| Fundraising | $11,188 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,760 | TotalAmt |
| Program Services | $70,880 | ProgramServicesAmt |
| Management And General | $53,160 | ManagementAndGeneralAmt |
| Fundraising | $17,720 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $692,516 | TotalAmt |
| Program Services | $346,257 | ProgramServicesAmt |
| Management And General | $259,695 | ManagementAndGeneralAmt |
| Fundraising | $86,564 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,942 | TotalAmt |
| Program Services | $6,971 | ProgramServicesAmt |
| Management And General | $5,228 | ManagementAndGeneralAmt |
| Fundraising | $1,743 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,000 | TotalAmt |
| Program Services | $18,500 | ProgramServicesAmt |
| Management And General | $13,875 | ManagementAndGeneralAmt |
| Fundraising | $4,625 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,857 | TotalAmt |
| Program Services | $113,929 | ProgramServicesAmt |
| Management And General | $85,446 | ManagementAndGeneralAmt |
| Fundraising | $28,482 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,038 | TotalAmt |
| Program Services | $9,019 | ProgramServicesAmt |
| Management And General | $6,764 | ManagementAndGeneralAmt |
| Fundraising | $2,255 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,872 | TotalAmt |
| Program Services | $32,936 | ProgramServicesAmt |
| Management And General | $24,702 | ManagementAndGeneralAmt |
| Fundraising | $8,234 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,427 | TotalAmt |
| Program Services | $7,214 | ProgramServicesAmt |
| Management And General | $5,410 | ManagementAndGeneralAmt |
| Fundraising | $1,803 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,218 | TotalAmt |
| Program Services | $60,609 | ProgramServicesAmt |
| Management And General | $45,457 | ManagementAndGeneralAmt |
| Fundraising | $15,152 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,310 | TotalAmt |
| Program Services | $3,155 | ProgramServicesAmt |
| Management And General | $2,366 | ManagementAndGeneralAmt |
| Fundraising | $789 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACT LABOR | $127,822 | $63,911 | $47,933 | $15,978 |
| PRINTING AND MARKETING | $89,280 | $44,640 | $33,480 | $11,160 |
| DUES AND SUBSCRIPTIONS | $34,214 | $17,107 | $12,830 | $4,277 |
| DEPRECIATION EXPENSE | $15,746 | $7,873 | $5,905 | $1,968 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,680 | TotalAmt |
| Program Services | $17,841 | ProgramServicesAmt |
| Management And General | $13,380 | ManagementAndGeneralAmt |
| Fundraising | $4,459 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,783,895 | TotalAmt |
| Program Services | $7,001,636 | ProgramServicesAmt |
| Management And General | $1,336,695 | ManagementAndGeneralAmt |
| Fundraising | $445,564 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,745,419 | BOYAmt |
| EOY | $2,157,924 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,577,558 | BOYAmt |
| EOY | $5,636,322 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,278 | BOYAmt |
| EOY | $228,085 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,243 | BOYAmt |
| EOY | $92,611 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,380 | BOYAmt |
| EOY | $140,630 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $42,666 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $33,000 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,758 | BOYAmt |
| EOY | $9,666 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,364,108 | BOYAmt |
| EOY | $37,649,887 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,689 | BOYAmt |
| EOY | $105,855 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,441,433 | BOYAmt |
| EOY | $46,020,980 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,360 | BOYAmt |
| EOY | $238,274 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,000 | BOYAmt |
| EOY | $195,265 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,000 | BOYAmt |
| EOY | $323,282 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,080,996 | BOYAmt |
| EOY | $5,924,216 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,818,356 | BOYAmt |
| EOY | $6,681,037 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,173,077 | BOYAmt |
| EOY | $32,889,943 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,450,000 | BOYAmt |
| EOY | $6,450,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,623,077 | BOYAmt |
| EOY | $39,339,943 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,441,433 | BOYAmt |
| EOY | $46,020,980 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$321,624 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,038,490 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,795,703 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,649,756 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,694,639 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,204,143 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,808,634 | CurrentTaxYearAmt |
| Total | $28,152,875 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,795,703 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,649,756 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,694,639 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,204,143 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,808,634 | CurrentTaxYearAmt |
| Total | $28,152,875 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,613 | SubstantialContributorsTotAmt |
| Public Support Total170 | $28,145,262 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $395,291 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $386,127 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $516,994 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,018,643 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,149,441 | CurrentTaxYearAmt |
| Total | $3,466,496 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $31,619,371 | TotalSupportAmt |
| Public Support CY170 | 0.89010 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91090 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,864,220 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,016,281 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $134,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $103,462 | AdministrativeExpensesAmt |
| End Year Balance | $8,643,039 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,870,540 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,138,570 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $51,500 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $93,390 | AdministrativeExpensesAmt |
| End Year Balance | $7,864,220 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,651,461 | BeginningYearBalanceAmt |
| Contributions | $5,500,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$70,286 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $15,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $195,635 | AdministrativeExpensesAmt |
| End Year Balance | $6,870,540 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,432,297 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $277,785 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $25,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $33,622 | AdministrativeExpensesAmt |
| End Year Balance | $1,651,461 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,290,136 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $197,633 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $27,500 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $27,971 | AdministrativeExpensesAmt |
| End Year Balance | $1,432,297 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.25370 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.74630 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,666 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,000 | DepreciationAmt |
| Book Value | $9,666 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,666 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY ACCOUNT | Desc |
| Book Value | $37,649,887 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $37,649,887 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD FOR OTHERS | $5,818,361 |
| LEASE LIABILITY | $105,855 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,924,216 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION INTENDS TO USE ITS ENDOWMENT TO FUND VARIOUS SCHOLARSHIPS AND SUPPORT THE BAKERSFIELD SYMPHONY ORCHESTRA. |
| PART X, LINE 2: | THE FOUNDATION HAS ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE FOUNDATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (34 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| BAKERSFIELD COLLEGE | ||||||||
| 1801 PANORAMA DRIVE | BAKERSFIELD | CA | 93305 | 510151490 | 501(C)(3) | $40,585 | $0 | CHARITABLE |
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO | ||||||||
| CAL POLY FINANCIAL AID OFFICE | SAN LUIS OBISPO | CA | 934070201 | 204927897 | 501(C)(3) | $41,375 | $0 | CHARITABLE |
| CALIFORNIA STATE UNIVERSITY BAKERSFIELD | ||||||||
| OFFICE OF FINANCIAL AID | BAKERSFIELD | CA | 93311 | 952643086 | 501(C)(3) | $219,066 | $0 | CHARITABLE |
| CALIFORNIA STATE UNIVERSITY FRESNO | ||||||||
| FINANCIAL AID OFFICE | FRESNO | CA | 93740 | 946003272 | 501(C)(3) | $16,432 | $0 | CHARITABLE |
| CALIFORNIA STATE UNIVERSITY LONG BEACH | ||||||||
| STUDENT FINANCIAL SERVICES | LONG BEACH | CA | 908400103 | 330579971 | 501(C)(3) | $10,000 | $0 | CHARITABLE |
| SAN JOAQUIN VALLEY COLLEGE | ||||||||
| 201 NEW STINE RD | BAKERSFIELD | CA | 93309 | 942589126 | 501(C)(3) | $20,203 | $0 | CHARITABLE |
| UNIVERSITY OF CALIFORNIA BERKELEY | ||||||||
| FINANCIAL AID LOCKBOX | BERKELEY | CA | 900744988 | 946002123 | 501(C)(3) | $41,000 | $0 | CHARITABLE |
| UNIVERSITY OF CALIFORNIA DAVIS | ||||||||
| STUDENT ACCOUNTING | DAVIS | CA | 957989062 | 946036494 | 501(C)(3) | $13,600 | $0 | CHARITABLE |
| UNIVERSITY OF CALIFORNIA IRVINE | ||||||||
| 102 ALDRICH HALL | IRVINE | CA | 926972825 | 952226406 | 501(C)(3) | $7,000 | $0 | CHARITABLE |
| UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||
| BOX 957089 1125 MURPHY HALL | LOS ANGELES | CA | 900957089 | 952250801 | 501(C)(3) | $22,500 | $0 | CHARITABLE |
| UNIVERSITY OF CALIFORNIA SAN DIEGO | ||||||||
| FINANCIAL AID SCHOLARSHIPS OFFICE | SAN DIEGO | CA | 920930013 | 952872494 | 501(C)(3) | $11,175 | $0 | CHARITABLE |
| UNIVERSITY OF CALIFORNIA SANTA BARBARA | ||||||||
| FINANCIAL AID OFFICE | SANTA BARBARA | CA | 931063180 | 956006145 | 501(C)(3) | $27,000 | $0 | CHARITABLE |
| BAKERSFIELD CHRISTIAN HIGH SCHOOL | ||||||||
| 12775 STOCKDALE HWY | BAKERSFIELD | CA | 93314 | 770121197 | 501(C)(3) | $33,000 | $0 | CHARITABLE |
| LEGACY CHRISTIAN ACADEMY | ||||||||
| 5500 OLIVE DRIVE BLDG 6 | BAKERSFIELD | CA | 93308 | 452901666 | 501(C)(3) | $14,260 | $0 | CHARITABLE |
| NORTH KERN CHRISTIAN SCHOOL | ||||||||
| 710 PETERS STREET | BAKERSFIELD | CA | 93280 | 501(C)(3) | $16,550 | $0 | CHARITABLE | |
| OUR LADY OF GUADALUPE PARISH SCHOOL | ||||||||
| 609 E CALIFORNIA AVENUE | BAKERSFIELD | CA | 93307 | 501(C)(3) | $13,000 | $0 | CHARITABLE | |
| ST JOHN'S LUTHERAN CHURCH | ||||||||
| 4500 BUENA VISTA ROAD | BAKERSFIELD | CA | 93311 | 501(C)(3) | $37,765 | $0 | CHARITABLE | |
| UEI COLLEGE BAKERSFIELD | ||||||||
| 3737 ROSEDALE HWY | BAKERSFIELD | CA | 93308 | 501(C)(3) | $21,500 | $0 | CHARITABLE | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| FINANCIAL AID OFFICE | LOS ANGELES | CA | 90089 | 951642394 | 501(C)(3) | $7,500 | $0 | CHARITABLE |
| WALDEN UNIVERSITY | ||||||||
| FINANCIAL AID OFFICE | MINNEAPOLIS | MN | 55401 | 501(C)(3) | $10,000 | $0 | CHARITABLE | |
| AERA ENERGY FUND | ||||||||
| 10000 MING AVE | BAKERSFIELD | CA | 93311 | $2,918,446 | $0 | CHARITABLE | ||
| AERA ENERGY FUND FOR CONSERVATION AND THE ENVIRONMENT | ||||||||
| 29235 HIGHWAY 33 | MARICOPA | CA | 93252 | $150,000 | $0 | CHARITABLE | ||
| BAKERSFIELD MUSEUM OF ART FUND | ||||||||
| 1930 R ST | BAKERSFIELD | CA | 93301 | 770125694 | $100,561 | $0 | CHARITABLE | |
| UPPER KERN FISHERIES ENHANCEMENT FUND | ||||||||
| 5701 TRUXTUN AV SUITE 110 | BAKERSFIELD | CA | 93309 | 501(C)(3) | $204,886 | $0 | CHARITABLE | |
| YOUTH FOR CHRIST KERN COUNTY FUND | ||||||||
| 2131 CALIFORNIA AVE | BAKERSFIELD | CA | 93304 | 952597393 | 501(C)(3) | $243,000 | $0 | CHARITABLE |
| LINKED FUND | ||||||||
| PO BOX 1664 | BAKERSFIELD | CA | 93302 | 861765428 | 501(C)(3) | $229,000 | $0 | CHARITABLE |
| HAY FAMILY FOUNDATION FUND | ||||||||
| PO BOX 15100 | CARLSBAD | CA | 92018 | 911909057 | 501(C)(3) | $129,041 | $0 | CHARITABLE |
| ROD STIEFVATER FOUNDATION FUND | ||||||||
| 4831 CALLOWAY DR STE 102 | BAKERSFIELD | CA | 93312 | 611701278 | 501(C)(3) | $124,560 | $0 | CHARITABLE |
| KERN AND DANCE ALLIANCE | ||||||||
| PO BOX 12407 | BAKERSFIELD | CA | 93389 | 770437598 | 501(C)(3) | $81,000 | $0 | CHARITABLE |
| SOUTHERN SIERRA COUNCIL BOY SCOUTS OF AMERICA - CAMP KERN FUND | ||||||||
| 2417 M STREET | BAKERSFIELD | CA | 93301 | 951642363 | 501(C)(3) | $89,611 | $0 | CHARITABLE |
| MCCARTHY FAMILY FUND | ||||||||
| 25 MANDALAY DR | PEABODY | MA | 01960 | 501(C)(3) | $82,600 | $0 | CHARITABLE | |
| BATEY CHARITABLE FUND | ||||||||
| PO BOX 20009 | BAKERSFIELD | CA | 93390 | 475523964 | 501(C)(3) | $78,500 | $0 | CHARITABLE |
| BOREL FIRE RELIEF FUND | ||||||||
| 5701 TRUXTUN AV SUITE 110 | BAKERSFIELD | CA | 93309 | 501(C)(3) | $64,575 | $0 | CHARITABLE | |
| SCOTT KIRSCHENMANN FAMILY FOUNDATION FUND | ||||||||
| 5500 MING AVE | BAKERSFIELD | CA | 93309 | 850749675 | 501(C)(3) | $14,530 | $0 | CHARITABLE |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE USE OF GRANT FUNDS IS MONITORED BY THE BOARD OF DIRECTORS | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AARON FALK | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $167,346 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $167,346 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $74,611 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FOUNDATION'S BOARD OF DIRECTORS REVIEWS FORM 990 PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION PROVIDES ALL NEW DIRECTORS & EMPLOYEES WITH A CONFLICT OF INTEREST FORM. CONTINUING DIRECTORS & EMPLOYEES ARE REQUIRED TO UPDATE THE FORM ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S BOARD OF DIRECTORS ANNUALLY REVIEW AND APPROVE SALARIES OF PRESIDENT AND CEO AND OTHER KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FORM 990 IS AVAILABLE ON THE KERN COMMUNITY FOUNDATION'S WEBSITE, WWW.KERNFOUNDATION.ORG, VIA THE "ABOUT US" SECTION AT THE "FINANCIAL OVERVIEW" TAB. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERN REAL ESTATE FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5701 TRUXTUN AVE STE 100 | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462637218 | EIN |
| Primary Activities | TO BENEFIT AND SUPPORT THE KERN COMMUNITY FOUNDATION | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |