BATEY FAMILY CHARITABLE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BATEY FAMILY CHARITABLE TRUST (EIN 47-5523964)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202601329349103490
- Schema version
- 2025v4.1
- 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 Corp Stock Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T14:36:59-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 933215332 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBICH HOOPER KING DILL HOFFMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9801 CAMINO MEDIA STE 102 | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93311 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475523964 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BATEY FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BATE | BusinessNameControlTxt |
| Phone | 6612011877 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20009 | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 933900009 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUTH GAYLE BATEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6612011877 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEOFFREY B KING | PreparerPersonNm |
| PTIN | P00241025 | PTIN |
| Phone | 6616311171 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,798,405 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $850,714 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19,076 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,076 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,960 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,960 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $123,541 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $360,290 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $123,541 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,014,291 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $163,577 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,490 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,979 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,469 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $267,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $267,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $274,469 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $267,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $739,822 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $163,577 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2 | CashBOYAmt |
| Cash EOY | $2 | CashEOYAmt |
| Cash EOYFMV | $2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $716,515 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $653,871 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $653,871 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,529,891 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,332,357 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,144,532 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,246,408 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,986,230 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,798,405 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,246,408 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,986,230 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,246,408 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,986,230 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,246,408 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,986,230 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,246,408 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $739,822 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,986,230 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,986,230 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JOHNSON & JOHNSON / CUSIP:XXX-XX-XXXX | P | 2011-03-16 | 2025-04-11 | $15,040 | $5,810 | $9,230 | $9,230 |
| JOHNSON & JOHNSON / CUSIP:XXX-XX-XXXX | P | 2011-07-14 | 2025-04-11 | $15,642 | $7,054 | $8,588 | $8,588 |
| WELLS FARGO BK N 5400 25NV07 / CUSIP:949764HH0 | P | 2023-10-30 | 2025-11-07 | $100,000 | $100,000 | $0 | $0 |
| GE AEROSPACE / CUSIP:XXX-XX-XXXX | P | 2023-11-15 | 2025-12-15 | $3,793 | $1,159 | $2,634 | $2,634 |
| GE AEROSPACE / CUSIP:XXX-XX-XXXX | P | 2023-11-15 | 2025-12-15 | $56,902 | $17,388 | $39,514 | $39,514 |
| JOHNSON & JOHNSON / CUSIP:XXX-XX-XXXX | P | 2010-04-09 | 2025-04-11 | $69,335 | $30,001 | $39,334 | $39,334 |
| WALT DISNEY CO HLDG CO / CUSIP:XXX-XX-XXXX | P | 2014-08-01 | 2025-08-12 | $11,316 | $8,561 | $2,755 | $2,755 |
| WALT DISNEY CO HLDG CO / CUSIP:XXX-XX-XXXX | P | 2014-08-01 | 2025-08-12 | $88,262 | $66,776 | $21,486 | $21,486 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $123,541 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,274 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,274 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,274 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $726 | OverpaymentAmt |
| Applied To ES Tax | $726 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LISA KING | IndividualWithBooksNm |
| Phone | 6616633608 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20009 | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93390 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUTH GAYLE BATEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20009 | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93390 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,509,881 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $783,396 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,293,277 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,293,277 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,399 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,258,878 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $112,944 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $112,944 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,274 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,274 | TotalTaxAmt |
| Distributable Before Adj | $110,670 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $110,670 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $110,670 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $267,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $267,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $110,670 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $338,530 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $122,465 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $319,362 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $190,566 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $40,697 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,011,620 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $267,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $110,670 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $156,330 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,167,950 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $338,530 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $829,420 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $122,465 | ExcessFromYear4Amt |
| Excess From Year3 | $319,362 | ExcessFromYear3Amt |
| Excess From Year2 | $190,566 | ExcessFromYear2Amt |
| Excess From Year1 | $40,697 | ExcessFromYear1Amt |
| Excess From Current Year | $156,330 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RUTH GAYLE BATEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| PROJECT BEST | |||||||
| 21 ARMORY DRIVE | WHEELING | WV | 26003 | PC | CONTRIBUTION MADE TO THE GENERAL FUND | $5,000 | |
| NORTH OF THE RIVER REC & PARK DISTRICT | |||||||
| 3825 RIVERLAKES DRIVE | BAKERSFIELD | CA | 93312 | PC | CONTRIBUTION MADE TO THE GENERAL FUND | $50,000 | |
| CASA ESPERANZA | |||||||
| PO BOX 13104 | BAKERSFIELD | CA | 93389 | PC | CONTRIBUTION MADE TO THE GENERAL FUND | $17,500 | |
| KERN COUNTY MUSEUM FOUNDATION | |||||||
| 5701 TRUXTUN AVE | BAKERSFIELD | CA | 93309 | PC | CONTRIBUTION MADE TO THE GENERAL FUND | $21,000 | |
| ADVANCE CENTER FOR EYECARE | |||||||
| 1721 WESTWIND DR STE B | BAKERSFIELD | CA | 93301 | POF | DONATION FOR EYEGLASSES | $100,000 | |
| AMERICAN RED CROSS | |||||||
| 5035 GILMORE AVE | BAKERSFIELD | CA | 93308 | PC | CONTRIBUTION MADE TO THE GENERAL FUND | $15,000 | |
| BAKERSFIELD CITY BALLET | |||||||
| 8200 STOCKDALE HIGHWAY SUITE M10 | BAKERSFIELD | CA | 93311 | PC | CONTRIBUTION MADE TO THE GENERAL FUND | $5,000 | BOX 321 |
| BOYS AND GIRLS CLUB OF KERN COUNTY | |||||||
| 801 NILES ST | BAKERSFIELD | CA | 93305 | PC | CONTRIBUTION MADE TO THE GENERAL FUND | $2,500 | |
| CHILDCARE WORLDWIDE | |||||||
| PO BOX 113 | LYNDEN | WA | 98264 | PC | CONTRIBUTION MADE TO THE GENERAL FUND | $20,000 | |
| CSUB FOUNDATION | |||||||
| 9001 STOCKDALE HIGHWAY | BAKERSFIELD | CA | 93311 | PC | CONTRIBUTION MADE TO THE GENERAL FUND | $0 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 REACTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | PC | CONTRIBUTION TO THE GENERAL FUND | $5,000 | |
| FEED THE HUNGRY | |||||||
| 530 E IRELAND ROAD | SOUTH BEND | IN | 46614 | PC | CONTRIBUTION MADE TO THE GENERAL FUND | $0 | |
| FIRST UNITED METHODIST CHURCH | |||||||
| 4600 STOCKDALE HWY | BAKERSFIELD | CA | 93309 | PC | SPONSORSHIP OF THE CHURCH. | $11,000 | |
| KERN COMMUNITY FOUNDATION | |||||||
| 5701 TRUXTUN AVE | BAKERSFIELD | CA | 93309 | PC | CONTRIBUTION MADE TO THE WOMEN'S & GIRL'S FUND | $1,000 | |
| KERN COUNTY NETWORK FOR CHILDREN | |||||||
| 1807 19TH ST | BAKERSFIELD | CA | 93301 | PC | DREAM CENTER AUTOMOBILE PROGRAM | $0 | |
| KERN HIGH SCHOOL FOUNDATION | |||||||
| 5801 SUNDALE AVE | BAKERSFIELD | CA | 93309 | PC | CONTRIBUTION MADE TO PROJECT BEST | $500 | |
| MISC CONTRIBUTIONS UNDER 1000 | |||||||
| PO BOX 20009 | BAKERSFIELD | CA | 93390 | PC | CONTRIBUTION TO THE GENERAL FUND | $500 | |
| THE SALVATION ARMY | |||||||
| 4417 WILSON RD | BAKERSFIELD | CA | 93309 | PC | CONTRIBUTION MADE TO THE GENERAL FUND | $500 | |
| BELMONT UNIVERSITY | |||||||
| 1900 BELMONT BLVD | NASHVILLE | TN | 37212 | PC | CONTRIBUTION MADE TO THE GENERAL FUND | $10,000 | |
| SCOUTING AMERICA SOUTHERN SIERRA CO | |||||||
| 2417 M ST | BAKERSFIELD | CA | 93301 | PC | CONTRIBUTION MADE TO THE GENERAL FUND | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $267,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,076 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,960 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $123,541 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $163,577 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $163,577 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| THE GAYLE BATEY TRUST | |||||||
| 1 | PO BOX 20009 | BAKERSFIELD | CA | 93390 | $489,500 | Yes (X) | |
| THE GAYLE BATEY TRUST | |||||||
| 2 | PO BOX 20009 | BAKERSFIELD | CA | 93390 | $100,900 | Yes (X) | |
| THE GAYLE BATEY TRUST | |||||||
| 3 | PO BOX 20009 | BAKERSFIELD | CA | 93390 | $100,074 | Yes (X) | |
| THE GAYLE BATEY TRUST | |||||||
| 4 | PO BOX 20009 | BAKERSFIELD | CA | 93390 | $100,044 | Yes (X) | |
| THE GAYLE BATEY TRUST | |||||||
| 5 | PO BOX 20009 | BAKERSFIELD | CA | 93390 | $60,196 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 665 SHARES OF JOHNSON & JOHNSON | $100,900 | 2025-04-11 |
| 3 | 880 SHARES OF WALT DISNEY CO | $100,074 | 2025-08-12 |
| 4 | 2800 SHARES OF CSX CORP | $100,044 | 2025-10-21 |
| 5 | 200 SHARES OF GE AEROSPACE | $60,196 | 2025-12-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,490 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY - SECURITIES | StockNm |
| EOY Book Value | $2,332,357 | EOYBookValueAmt |
| EOYFMV | $2,144,532 | EOYFMVAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUTH GAYLE BATEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20009 | AddressLine1Txt |
| City | BAKERSFIELD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 933900009 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAX | $100 | $0 | $0 |
| FEDERAL TAX | $5,879 | $0 | $0 |