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LOUIS AND SHERYL BARBICH FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
LOUIS AND SHERYL BARBICH FOUNDATION (EIN 20-3943305)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-28
IRS object ID
201541489349100309
Schema version
2014v5.0
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

FieldValueIRS element (for citing)
Return2015-05-28T17:30:41-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953705481PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BARBICH HOOPER KING DILL HOFFMANBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15001 E COMMERCENTER DR STE 350AddressLine1Txt
CityBAKERSFIELDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93309ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203943305EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOUIS AND SHERYL BARBICH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLOUIBusinessNameControlTxt
Phone6613016763PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13801 CLAREMONT STAddressLine1Txt
CityBAKERSFIELDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93306ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHERYL BARBICHPersonNm
Person TitlePRESPersonTitleTxt
Phone6613016763PhoneNum
Signature2015-05-28SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJANE A PARSONSPreparerPersonNm
PTINP00437124PTIN
Phone6616311171PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,815FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$16,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$16,001TotalRevAndExpnssAmt
Total Net Invst Incm$1TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$22,850ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$22,850ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$22,850TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$22,850TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,849ExcessRevenueOverExpensesAmt
Net Investment Income$1NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,664CashBOYAmt
Cash EOY$4,815CashEOYAmt
Cash EOYFMV$4,815CashEOYFMVAmt
Total Assets BOY$11,664TotalAssetsBOYAmt
Total Assets EOY$4,815TotalAssetsEOYAmt
Total Assets EOYFMV$4,815TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$11,664RetainedEarningBOYAmt
Retained Earning EOY$4,815RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$11,664TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,815TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,664TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,815TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,664TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,849ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,815SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,815TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$11,050AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$18,956NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.582929DistributionYr1Rt
Adjusted Qlfy Distri Yr2$19,100AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$6,233NetVlNoncharitableAssetsYr2Amt
Distribution Yr23.064335DistributionYr2Rt
Adjusted Qlfy Distri Yr3$12,600AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,967NetVlNoncharitableAssetsYr3Amt
Distribution Yr32.111614DistributionYr3Rt
Adjusted Qlfy Distri Yr4$7,800AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,955NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.574168DistributionYr4Rt
Adjusted Qlfy Distri Yr5$9,071AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$7,213NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.257590DistributionYr5Rt
Total Distribution8.590636TotalDistributionRt
Average Distribution1.718127AverageDistributionRt
Net Vl Noncharitable Assets$9,153NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$15,726AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$15,726AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$22,850QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSHERYL BARBICHIndividualWithBooksNm
Phone6613016763PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13801 CLAREMONT STAddressLine1Txt
CityBAKERSFIELDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93306ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SHERYL BARBICH
3801 CLAREMONT STBAKERSFIELDCA93306PRESIDENT0.00$0$0$0
LOUIS BARBICH
3801 CLAREMONT STBAKERSFIELDCA93306TREASURER0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,292AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,292TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,292AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$139CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,153NetVlNoncharitableAssetsAmt
Minimum Investment Return$458MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$458MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$458DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$458DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$458DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,850ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$22,850QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$22,850AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$458DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$9,071ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$7,552ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$12,302ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$18,788ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,102ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$57,815TotalExcessDistributionCyovAmt
Qualifying Distributions$22,850QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$458AppliedToCurrentYearAmt
Remaining Distri From Corpus$22,392RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$80,207TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$9,071ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$71,136ExcessDistriCyovToNextYrAmt
Excess From Year4$7,552ExcessFromYear4Amt
Excess From Year3$12,302ExcessFromYear3Amt
Excess From Year2$18,788ExcessFromYear2Amt
Excess From Year1$10,102ExcessFromYear1Amt
Excess From Current Year$22,392ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSHERYL BARBICHContributingManagerNm
Contributing ManagerLOUIS BARBICHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BAKERSFIELD MUSEUM OF ART
1930 R STBAKERSFIELDCA93301NONEPUBLIC CHARITYMUSEUM SUPPORT$600
BOYS & GIRLS CLUBS OF KERN COUNTY
801 NILES STREETBAKERSFIELDCA93305NONEPUBLIC CHARITYCHILDRENS EDUCATION PROGRAM$5,000
GARDEN PATHWAYS
3509 UNION AVEBAKERSFIELDCA93305NONEPUBLIC CHARITYTO DEVELOP SPECIAL PROJECTS$1,750
KERN COMMUNITY FOUNDATION
3300 TRUXTUN AVE 220BAKERSFIELDCA93301NONEPUBLIC CHARITYPROGRAMS FOR AT-RISK WOMEN$1,000
KERN COUNTY MUSEUM FOUNDATION
3801 CHESTER AVENUEBAKERSFIELDCA93301NONEPUBLIC CHARITYTO DEVELOP SPECIAL PROJECTS$500
KERN HIGH SCHOOL EDUCATION FOUNDATION
5801 SUNDALE AVEBAKERSFIELDCA93309NONEPUBLIC CHARITYCHILDREN'S EDUCATION PROGRAM$500
UC DAVIS FOUNDATION
ONE SHIELDS AVEDAVISCA95616NONEPUBLIC CHARITYTO DEVELOP SPECIAL PROJECTS$12,500
KEGLEY INSTITUTE OF ETHICS CALIFORNIA STATE UNIVERSITY BAKERSFIELD
9001 STOCKDALE HIGHWAYBAKERSFIELDCA93311NONEPUBLIC CHARITYEDUCATIONAL PROGRAM$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$22,850TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonLOUIS AND SHERYL BARBICHContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13801 CLAREMONT STAddressLine1Txt
CityBAKERSFIELDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93306ZIPCd
FieldValueIRS element (for citing)
Total Contributions$16,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd