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LOUIS AND SHERYL BARBICH FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
LOUIS AND SHERYL BARBICH FOUNDATION (EIN 20-3943305)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-14
IRS object ID
201201359349101690
Schema version
2011v1.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-05-14T12:50:31-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN953705481EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BARBICH HOOPER KING DILL HOFFMANBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line15001 E COMMERCENTER DR STE 350AddressLine1
CityBAKERSFIELDCity
StateCAState
ZIP Code93309ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN203943305EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1LOUIS AND SHERYL BARBICH FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlLOUINameControl
Phone6613016763Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line13801 CLAREMONT STAddressLine1
CityBAKERSFIELDCity
StateCAState
ZIP Code93306ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSHERYL BARBICHName
TitlePRESTitle
Phone6613016763Phone
Date Signed2012-05-14DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameLOUIS J BARBICHName
PTINP00441288PTIN
Phone6616311171Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY8821FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss10000ContriReceivedRevAndExpnss
Dividends Rev And Expnss1DividendsRevAndExpnss
Dividends Net Invst Incm1DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses10001TotalRevenueAndExpenses
Total Net Investment Income1TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Taxes Rev And Expnss10TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss10TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss12600ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps12600ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss12610TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps12600TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-2609ExcessOfRevenueOverExpenses
Net Investment Income1NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY11430CashBOY
Cash EOY8821CashEOY
Cash EOYFMV8821CashEOYFMV
Total Assets BOY11430TotalAssetsBOY
Total Assets EOY8821TotalAssetsEOY
Total Assets EOYFMV8821TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY11430RetainedEarningsBOY
Retained Earnings EOY8821RetainedEarningsEOY
Total Net Assets BOY11430TotalNetAssetsBOY
Total Net Assets EOY8821TotalNetAssetsEOY
Total Liabilities Net Assets BOY11430TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY8821TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY11430TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-2609ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal8821Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY8821TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year17800QualifyingDistributionsYear1
Noncharitable Assets Year14955NoncharitableAssetsYear1
Distribution Ratio Year11.574168DistributionRatioYear1
Qualifying Distributions Year29071QualifyingDistributionsYear2
Noncharitable Assets Year20NoncharitableAssetsYear2
Distribution Ratio Year20.0DistributionRatioYear2
Qualifying Distributions Year311198QualifyingDistributionsYear3
Noncharitable Assets Year30NoncharitableAssetsYear3
Distribution Ratio Year30.0DistributionRatioYear3
Qualifying Distributions Year412288QualifyingDistributionsYear4
Noncharitable Assets Year40NoncharitableAssetsYear4
Distribution Ratio Year40.0DistributionRatioYear4
Qualifying Distributions Year58899QualifyingDistributionsYear5
Noncharitable Assets Year5411NoncharitableAssetsYear5
Distribution Ratio Year521.652068DistributionRatioYear5
Total Distribution Ratio23.226236TotalDistributionRatio
Average Distribution Ratio4.645247AverageDistributionRatio
Net Noncharitable Assets5967NetNoncharitableAssets
Adjusted Noncharitable Assets27718AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One27718AdjNonchrtblAssetsAndOnePct
Qualifying Distributions12600QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors1NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameSHERYL BARBICHBooksInCareOfPersonName
Books In Care Of Phone Number6613016763BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line13801 CLAREMONT STAddressLine1
CityBAKERSFIELDCity
StateCAState
ZIP Code93306ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
SHERYL BARBICH
3801 CLAREMONT STBAKERSFIELDCA93306PRESIDENT0.00000
LOUIS BARBICH
3801 CLAREMONT STBAKERSFIELDCA93306TREASURER0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances6058AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets6058TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets6058AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable91CashDeemedCharitable
Net Noncharitable Assets5967NetNoncharitableAssets
Minimum Investment Return298MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return298MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj298DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded298DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted298DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions12600ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions12600QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions12600AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted298DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year58839ExcessDistriCarryoverYear5
Excess Distri Carryover Year412290ExcessDistriCarryoverYear4
Excess Distri Carryover Year311200ExcessDistriCarryoverYear3
Excess Distri Carryover Year29071ExcessDistriCarryoverYear2
Excess Distri Carryover Year17552ExcessDistriCarryoverYear1
Total Excess Distri Carryover48952TotalExcessDistriCarryover
Qualifying Distributions12600QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year298AppliedToCurrentYear
Remaining Distri From Corpus12302RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus61254TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year58839ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year52415ExcessDistriCyovToNextYear
Excess From Year412290ExcessFromYear4
Excess From Year311200ExcessFromYear3
Excess From Year29071ExcessFromYear2
Excess From Year17552ExcessFromYear1
Excess From Current Year12302ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerSHERYL BARBICHContributingManager
Contributing ManagerLOUIS BARBICHContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
UC DAVIS FOUNDATION
ONE SHIELDS AVEDAVISCA95616NONEPUBLIC CHARITYTO DEVELOP SPECIAL PROJECTS$2,500
UCLA FOUNDATION
10920 WILSHIRE BLVDLOS ANGELESCA90024NONEPUBLIC CHARITYTO DEVELOP SPECIAL PROJECTS$500
KERN HIGH SCHOOL EDUCATION FOUNDATION
5801 SUNDALE AVEBAKERSFIELDCA93309NONEPUBLIC CHARITYCHILDREN'S EDUCATION PROGRAM$500
MERCY BEYOND BORDERS
1885 DE LA CRUZ 101SANTA CLARACA95050NONEPUBLIC CHARITYCHILDREN'S EDUCATION PROGRAM$1,000
KERN COMMUNITY FOUNDATION
3300 TRUXTUN AVE 220BAKERSFIELDCA93301NONEPUBLIC CHARITYPROGRAMS FOR AT-RISK WOMEN$2,000
FOOTHILL HIGH SCHOOL
501 PARK DRIVEBAKERSFIELDCA93306NONEPUBLIC CHARITYAVID PROGRAM FOR AT-RISK STUDENTS$2,500
BAKERSFIELD MUSEUM OF ART
1930 R STBAKERSFIELDCA93301NONEPUBLIC CHARITYTO PURCHASE ART FOR THE MUSEUM$1,600
CSUB FOUNDATION
9001 STOCKDALE HWYBAKERSFIELDCA93311NONEPUBLIC CHARITYSTUDENT SCHOLARSHIPS$2,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year12600TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$1ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA1TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualLOUIS AND SHERYL BARBICHContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line13801 CLAREMONT STAddressLine1
CityBAKERSFIELDCity
StateCAState
ZIP Code93306ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions10000AggregateContributions
Person Contribution TypeXPersonContributionType

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameLOUIS AND SHERYL BARBICHPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line13801 CLAREMONT STAddressLine1
CityBAKERSFIELDCity
StateCAState
ZIP Code93306ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFRANCHISE TAX BOARDCategory
Amount$10Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps