VIRGINIA AND ALFRED HARRELL FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- VIRGINIA AND ALFRED HARRELL FOUNDATION (EIN 95-3227803)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-04
- IRS object ID
- 201342779349100609
- Schema version
- 2012v2.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Other Receivables Officers Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-04T18:15:24-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953705481 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBICH HOOPER KING DILL HOFFMAN | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5001 E COMMERCENTER DR STE 350 | AddressLine1 |
| City | BAKERSFIELD | City |
| State | CA | State |
| ZIP Code | 93309 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953227803 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BAKERSFIELD CALIFORNIAN FOUNDATION ATTN CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BAKE | NameControl |
| Phone | 6613957256 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 440 | AddressLine1 |
| City | BAKERSFIELD | City |
| State | CA | State |
| ZIP Code | 933020440 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHELLE CHANTRY | Name |
| Title | CFO | Title |
| Phone | 6613957256 | Phone |
| Date Signed | 2013-09-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LOUIS J BARBICH | Name |
| PTIN | P00441288 | PTIN |
| Phone | 6616311171 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 15425024 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 11014407 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 117294 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 117294 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 122640 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 122640 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 69191 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2126668 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 69191 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 11323532 | TotalRevenueAndExpenses |
| Total Net Investment Income | 309125 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 28560 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 28560 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 4284 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 4284 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 768 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 768 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 18085 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 18085 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 25079 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 25079 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 7706 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 5170 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 2536 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 5146 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 5146 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 89628 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 49102 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 40526 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 368160 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 368160 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 457788 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 49102 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 408686 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 10865744 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 260023 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 41878 | CashBOY |
| Cash EOY | 27421 | CashEOY |
| Cash EOYFMV | 27421 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 38132 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 85841 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 85841 | SavingsAndTempCashInvstEOYFMV |
| Receivables From Officers EOY | 6343169 | ReceivablesFromOfficersEOY |
| Receivables From Officers EOYFMV | 6343169 | ReceivablesFromOfficersEOYFMV |
| Investments Other BOY | 4082644 | InvestmentsOtherBOY |
| Investments Other EOY | 8966244 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 8968593 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 4162654 | TotalAssetsBOY |
| Total Assets EOY | 15422675 | TotalAssetsEOY |
| Total Assets EOYFMV | 15425024 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 4162654 | RetainedEarningsBOY |
| Retained Earnings EOY | 15422675 | RetainedEarningsEOY |
| Total Net Assets BOY | 4162654 | TotalNetAssetsBOY |
| Total Net Assets EOY | 15422675 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4162654 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 15422675 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4162654 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 10865744 | ExcessOfRevenueOverExpenses |
| Other Increases | 394277 | OtherIncreases |
| Subtotal | 15422675 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 15422675 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|
| SANFORD & BERNSTEIN CAPITAL GAINS | P | 2353 | 2353 | 2353 | |
| S/T SANFORD BERNESTEIN COVERED | P | 950228 | 24263 | 24263 | 925965 |
| L/T SANFORD BERNESTEIN COVERED | P | 251708 | 6677 | 6677 | 245031 |
| L/T SANFORD BERNESTEIN NON-COVERED | P | 922379 | 35898 | 35898 | 886481 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 69191 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 250706 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4488446 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.055856 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 82535 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1643805 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.050210 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 50848 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1330216 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.038225 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 69875 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1754504 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.039826 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 43011 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1395450 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.030822 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.214939 | TotalDistributionRatio |
| Average Distribution Ratio | 0.042988 | AverageDistributionRatio |
| Net Noncharitable Assets | 5771740 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 248116 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2600 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 250716 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 408686 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2600 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2600 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2600 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 27 | PenaltyForUnderpayment |
| Tax Due | 2627 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.BAKERSFIELDCALIFORNIANFOUNDATION.ORG | WebsiteAddress |
| Books In Care Of Person Name | MICHELLE HIRST | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6613957256 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 440 | AddressLine1 |
| City | BAKERSFIELD | City |
| State | CA | State |
| ZIP Code | 93302 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| VIRGINIA COWENHOVEN | ||||||||
| PO BOX 440 | BAKERSFIELD | CA | 93302 | BOARD MEMBER | 0.50 | 0 | 0 | 0 |
| GINGER MOORHOUSE | ||||||||
| PO BOX 440 | BAKERSFIELD | CA | 93302 | PRESIDENT | 10.00 | 0 | 0 | 0 |
| TRACEY COWENHOVEN | ||||||||
| PO BOX 440 | BAKERSFIELD | CA | 93302 | VICE PRESIDENT | 30.00 | 0 | 0 | 0 |
| RICHARD BEENE | ||||||||
| PO BOX 440 | BAKERSFIELD | CA | 93302 | SECRETARY/TREASURER | 0.50 | 0 | 0 | 0 |
| CYNTHIA ICARDO | ||||||||
| PO BOX 440 | BAKERSFIELD | CA | 93302 | BOARD MEMBER | 0.50 | 0 | 0 | 0 |
| JOHN WELLS | ||||||||
| PO BOX 440 | BAKERSFIELD | CA | 93302 | BOARD MEMBER | 0.50 | 0 | 0 | 0 |
| JOHN MOORHOUSE | ||||||||
| PO BOX 440 | BAKERSFIELD | CA | 93302 | BOARD MEMBER | 0.50 | 0 | 0 | 0 |
| PETER COWENHOVEN | ||||||||
| PO BOX 440 | BAKERSFIELD | CA | 93302 | BOARD MEMBER | 0.50 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5812795 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 46840 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5859635 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5859635 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 87895 | CashDeemedCharitable |
| Net Noncharitable Assets | 5771740 | NetNoncharitableAssets |
| Minimum Investment Return | 288587 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 288587 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2600 | TaxBasedOnInvestmentIncome |
| Total Tax | 2600 | TotalTax |
| Distributable Amount Before Adj | 285987 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 285987 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 285987 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 408686 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 408686 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2600 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 406086 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 285987 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 9977 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 408686 | QualifyingDistributions |
| Applied To Year1 | 9977 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 285987 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 112722 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 112722 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 112722 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 112722 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | TRACY COWENHOVEN | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BIN 440 | AddressLine1 |
| City | BAKERSFIELD | City |
| State | CA | State |
| ZIP Code | 93302 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6613957290 | RecipientPhoneNumber |
| Recipient Email Address | TCOWENHOVEN@BAKERSFIELD.COM | RecipientEmailAddress |
| Form And Info And Materials | GRANT APPLICATION FORM AVAILABLE ON FOUNDATION WEBSITE. SHALL PROVIDE: ORGANIZATION NAME, ADDRESS, CONTACT PERSON, PURPOSE OF ORGANIZATION, PROJECT FOR WHICH FUNDS ARE SOUGHT, PROJECT NEEDS, INFORMATION RELATED TO SIMILAR PROGRAMS, FUTURE FUNDING, INFORMATION RELATING TO LASTING BENEFITS, AND INVOLVEMENT OF OTHER GROUPS. REQUESTS MUST ALSO INCLUDE A BUDGET FOR THE PROJECT, OPERATIONG BUDGET FOR THE ORGANIZATION, IRS EXEMPTION LETTER, AND A LIST OF THOSE ON THE GOVERNING BOARD. | FormAndInfoAndMaterials |
| Submission Deadlines | APRIL 8 AND OCTOBER 18 | SubmissionDeadlines |
| Restrictions On Awards | DISBURSE FUNDS SPECIFICALLY FOR EDUCATION AND THE ARTS TO ORGANIZATIONS IN KERN COUNTY THAT ARE EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF THE INTERNAL REVENUE CODE 501(C)(3) EXEMPTION. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (37 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN LUNG ASSOCIATION | |||||||
| 2025 WESTWIND DRIVE | BAKERSFIELD | CA | 93301 | N/A | EXEMPT ORG. | PROGRAM ASSISTANCE | $15,000 |
| BAKERSFIELD MEMORIAL HOSPITAL FOUNDATION | |||||||
| 420 34TH STREET | BAKERSFIELD | CA | 93301 | N/A | EXEMPT ORG. | PROGRAM ASSISTANCE | $10,000 |
| BOYS & GIRLS CLUB OF KERN COUNTY | |||||||
| PO BOX 5J 801 NILES ST | BAKERSFIELD | CA | 93385 | N/A | EXEMPT ORG. | PROGRAM ASSISTANCE | $16,525 |
| CALIFORNIA LIVING MUSEUM | |||||||
| 1300 17TH STREET | BAKERSFIELD | CA | 93301 | N/A | EXEMPT ORG. | PROGRAM ASSISTANCE | $18,800 |
| GREATER BAKERFIELD GREEN EXPO | |||||||
| 8665 SO UNION AVE | BAKERSFIELD | CA | 93307 | N/A | EXEMPT ORG. | FUND RECYCLED ART SHOW COMPETITION | $2,500 |
| INDEPENDENT LIVING CENTER OF KERN COUNTY | |||||||
| 5251 OFFICE PARK DR STE 200 | BAKERSFIELD | CA | 93309 | N/A | EXEMPT ORG. | PROGRAM ASSISTANCE | $3,702 |
| KEEP BAKERSFIELD BEAUTIFUL | |||||||
| 4101 TRUXTUN AVE BLDG A | BAKERSFIELD | CA | 93309 | N/A | EXEMPT ORG. | PROGRAM ASSISTANCE | $4,000 |
| KERN COUNTY MUSEUM FOUNDATION | |||||||
| 3801 CHESTER AVE | BAKERSFIELD | CA | 93301 | N/A | EXEMPT ORG. | PROGRAM ASSISTANCE | $20,000 |
| OTHER MISCELLANEOUS GRANTS | |||||||
| PO BOX 440 | BAKERSFIELD | CA | 93301 | N/A | EXEMPT ORG. | PROGRAM SERVICES | $39,729 |
| ANGELDOGS | |||||||
| 26873 SIERRA HIGHWAY STE 147 | SANTA CLARITA | CA | 91321 | N/A | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $5,000 |
| BAGS4KIDS | |||||||
| 10701 APPLEWOOD DRIVE | CALIFORNIA CITY | CA | 93505 | N/A | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $2,500 |
| BAKERSFIELD ARC | |||||||
| 2240 SOUTH UNION AVENUE | BAKERSFIELD | CA | 93307 | N/A | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $16,500 |
| BAKERSFIELD PET FOOD PANTRY | |||||||
| 4700 EASTON DRIVE UNIT 29 | BAKERSFIELD | CA | 93309 | N/A | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $2,500 |
| BAKERSFIELD RECOVERY SERVICE | |||||||
| PO BOX 3218 | BAKERSFIELD | CA | 93385 | N/A | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $5,000 |
| BUENA VISTA MUSEUM | |||||||
| 2018 CHESTER AVENUE | BAKERSFIELD | CA | 93301 | N/A | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $1,000 |
| CSUB FOUNDATION | |||||||
| 9001 STOCKDALE HWY | BAKERSFIELD | CA | 93311 | N/A | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $4,000 |
| COLLEGE DREAM FUND | |||||||
| 424 PLUMTREE DRIVE | ARVIN | CA | 93203 | N/A | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $3,200 |
| COMMUNITY ACTION PARTNERSHIP | |||||||
| 300 19TH STREET | BAKERSFIELD | CA | 93301 | N/A | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $10,276 |
| CRITTERS WITHOUT LITTERS | |||||||
| 4300 STINE RD 730 | BAKERSFIELD | CA | 93313 | N/A | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $6,000 |
| DESERT AREA RESOURCES & TRAINING | |||||||
| 201 E RIDGECREST BLVD | RIDGECREST | CA | 93555 | N/A | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $3,000 |
| DONORSCHOOSEORG | |||||||
| 213 W 35TH ST 2ND FLOOR EAST | NEW YORK | NY | 10001 | N/A | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $10,000 |
| FIRST BOOK BAKERSFIELD | |||||||
| 1319 F ST NM STE 1000 | WASHINGTON | DC | 20004 | N/A | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $4,000 |
| FLOOD BAKERSFIELD MINISTRIES | |||||||
| 3509 S UNION AVENUE | BAKERSFIELD | CA | 93307 | N/A | EXEMPT ORG. | PROGRAM SERVICES SUPPORT | $5,000 |
| FRIENDS OF KC LIBRARY | |||||||
| PO BOX 2622 | BAKERSFIELD | CA | 93303 | N/A | EXEMPT ORG. | PROGRAM SERVICES SUPPORT | $1,700 |
| HENRIETTA WEILL | |||||||
| 3628 STOCKDALE HWY | BAKERSFIELD | CA | 93309 | N/A | EXEMPT ORG. | PROGRAM SERVICES SUPPORT | $15,676 |
| KC HISTORICAL SOCIETY | |||||||
| PO BOX 141 | BAKERSFIELD | CA | 93302 | N/A | EXEMPT ORG. | PROGRAM SERVICES SUPPORT | $17,252 |
| KEDF | |||||||
| 2700 M ST STE 200 | BAKERSFIELD | CA | 93301 | N/A | EXEMPT ORG. | PROGRAM SERVICES SUPPORT | $25,000 |
| KERN COUNTY AGRICULTURAL FOUNDATION | |||||||
| 300 NEW STINE RD | BAKERSFIELD | CA | 93309 | N/A | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $4,000 |
| KERN COMMUNITY FOUNDATION | |||||||
| 3300 TRUXTUN AVENUE STE 220 | BAKERSFIELD | CA | 93309 | N/A | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $20,000 |
| LAZE FOUNDATION | |||||||
| PO BOX 22693 | BAKERSFIELD | CA | 93390 | N/A | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $3,500 |
| LEGACY BEHAVIORAL SERVICES | |||||||
| 2700 F ST | BAKERSFIELD | CA | 93301 | N/A | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $10,000 |
| LIGHTWAVE EDUCATION | |||||||
| 333 PALMER DR 220 | BAKERSFIELD | CA | 93309 | N/A | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $15,000 |
| MARE | |||||||
| 18200 JOHNSON RD | BAKERSFIELD | CA | 93314 | N/A | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $9,800 |
| MARLEYS MUTTS | |||||||
| 22202 AMBERWOOD | TEHACHAPI | CA | 93561 | N/A | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $2,500 |
| READY TO START | |||||||
| 1300 17TH STREET | BAKERSFIELD | CA | 93301 | N/A | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $15,000 |
| THE CAT PEOPLE | |||||||
| PO BOX 13610 | BAKERSFIELD | CA | 93389 | N/A | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $500 |
| WHISKERS PAWS HOOVES & CLAWS AA | |||||||
| 2001 FORREST ST | BAKERSFIELD | CA | 93304 | N/A | EXEMPT ORG. | PROGRAM SERVICE SUPPORT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 368160 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $117,294 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $122,640 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $69,191 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $309,125 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 309125 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | ESTATE OF DONALD H FRITTS | 6901 MURPHYS LANE | BAKERSFIELD | CA | 93309 | 4628359 | X | |
| 2 | ESTATE OF DONALD H FRITTS | 6901 MURPHYS LANE | BAKERSFIELD | CA | 93309 | 6386048 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 2 | ContributorNumberFromPartI |
| Noncash Property Description | NOTE RECIEVEABLE FROM THE BAKERSFIELD CALIFORNIAN | NoncashPropertyDescription |
| Fair Market Value | 6386048 | FairMarketValue |
| Date Received | 2012-08-07 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $18,085 | Amount |
| Net Investment Income | 18085 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SANFORD BERNSTEIN SECURITIES | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 8966244 | BookValue |
| EOYFMV | 8968593 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $768 | Amount |
| Net Investment Income | 768 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OFFICE SUPPLIES | 950 | 0 | 950 |
| WEBSITE MAINTENANCE | 432 | 0 | 432 |
| MEALS & ENTERTAINMENT | 1180 | 0 | 1180 |
| BANK FEES | 594 | 0 | 594 |
| DUES & MEMBERSHIPS | 1990 | 0 | 1990 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 2012 UNREALIZED GAIN/LOSS | Description |
| Amount | $394,277 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | Category |
| Amount | $25,079 | Amount |
| Net Investment Income | 25079 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Receivables Officers Sch OtherReceivablesOfficersSch
Other Receivables Officer OtherReceivablesOfficer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Borrowers Name | THE BAKERSFIELD CALIFORNIAN INC | BorrowersName |
| Original Amount Of Loan | 6500000 | OriginalAmountOfLoan |
| Balance Due | 6343169 | BalanceDue |
| Date Of Note | 2011-09 | DateOfNote |
| Maturity Date | 2021-09 | MaturityDate |
| Repayment Terms | MONTHLY | RepaymentTerms |
| Interest Rate | 5.500000000000 | InterestRate |
| Security Provided By Borrower | 37,885.9 SHRS OF THE BAKERSFILED CALIFORNIAN, INC | SecurityProvidedByBorrower |
| Purpose Of Loan | SALE OF STOCK TO CORPORATION FROM ESTATE OF DONALD FRITTS | PurposeOfLoan |
| Desc Of Lender Consideration | $6,500,000 NOTE RECIEVABLE | DescOfLenderConsideration |
| Consideration Fmv | 6500000 | ConsiderationFmv |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| TAXES & FILING FEES | $2,475 | 2475 | 0 |
| FOREIGN TAXES PAID | $2,695 | 2695 | 0 |
| PAYROLL TAXES | $2,536 | 0 | 2536 |