TY 2013 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bullet

Information about Form 990-PF and its instructions is at www.irs.gov/form990pf.

OMB No. 1545-0052

2013

Open to Public Inspection

For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013

Name of foundation
THE BAKERSFIELD CALIFORNIAN FOUNDATION ATTN CFO

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 440 Room/suite

City or town, state or province, country, and ZIP or foreign postal code
BAKERSFIELD, CA933020440

A Employer identification number

95-3227803

B Telephone number (see instructions)

(661) 395-7256

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address changeName change

D 1. Foreign organizations, check here ............. bullet

2. Foreign organizations meeting the 85% test,
check here and attach computation ........... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ......... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trustOther taxable private foundation

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$16,706,292J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ......... bullet

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	20
2	Check
3	Interest on savings and temporary cash investments	345,593		345,593
4	Dividends and interest from securities......	137,230		137,230
5a	Gross rents..............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		225,930
b	Gross sales price for all assets on line 6a 2,033,636
7	Capital gain net income (from Part IV, line 2)...			225,930
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	708,773		708,753
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......	28,360		0	28,360
15	Pension plans, employee benefits.......	4,400		0	4,400
16a	Legal fees (attach schedule).........		596	596	0
b	Accounting fees (attach schedule).......		31,415	31,415	0
c	Other professional fees (attach schedule)....		32,557	32,557	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)		8,300	5,816	2,484
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		14,130	0	14,130
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	119,758		70,384	49,374
25	Contributions, gifts, grants paid........	551,950			551,950
26	Total expenses and disbursements. Add lines 24 and 25	671,708		70,384	601,324
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	37,065
b	Net investment income (if negative, enter -0-)			638,369
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2013)

Form 990-PF (2013)

Page 2

Part II		Balance Sheets	Attached schedules and amounts in the description column should be for end-of-year amounts only. (See instructions.)	Beginning of year	End of year
Part II		Balance Sheets		(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing...............		27,421	81,632	81,632
	2	Savings and temporary cash investments..........		85,841	102,752	102,752
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....		6,343,169	6,209,725	6,209,725
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use...............
	9	Prepaid expenses and deferred charges...........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule)........
	c	Investments—corporate bonds (attach schedule)........
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans..............
	13	Investments—other (attach schedule)...........		8,966,244	10,307,808	10,312,183
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)		15,422,675	16,701,917	16,706,292
		17	Accounts payable and accrued expenses..........
18		Grants payable...................
19		Deferred revenue..................
20		Loans from officers, directors, trustees, and other disqualified persons
21		Mortgages and other notes payable (attach schedule)......
22		Other liabilities (describe )
23		Total liabilities (add lines 17 through 22)..........		0	0
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted....................
	25	Temporarily restricted................
	26	Permanently restricted................
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds.........		0	0
	28	Paid-in or capital surplus, or land, bldg., and equipment fund		0	0
	29	Retained earnings, accumulated income, endowment, or other funds		15,422,675	16,701,917
	30	Total net assets or fund balances (see page 17 of the
		instructions)....................		15,422,675	16,701,917
	31	Total liabilities and net assets/fund balances (see page 17 of
		the instructions)..................		15,422,675	16,701,917

Part III	Analysis of Changes in Net Assets or Fund Balances
1	Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
	with end-of-year figure reported on prior year’s return)...............	1	15,422,675
2	Enter amount from Part I, line 27a.....................	2	37,065
3	Other increases not included in line 2 (itemize)	3	1,242,177
4	Add lines 1, 2, and 3..........................	4	16,701,917
5	Decreases not included in line 2 (itemize)	5	0
6	Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.	6	16,701,917

Form 990-PF (2013)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	JM SMUCKER CO/THE	P	2013-02-08	2013-12-23
b	JM SMUCKER CO/THE	P	2013-01-10	2013-12-23
c	EVEREST RE GROUP LTD	P	2013-03-12	2013-12-17
d	EVEREST RE GROUP LTD	P	2012-12-26	2013-12-17
e	INTUITIVE SURGICAL INC	P	2013-07-19	2013-12-04
	INTUITIVE SURGICAL INC	P	2013-04-26	2013-12-04
	INTUITIVE SURGICAL INC	P	2013-04-23	2013-12-04
	INTUITIVE SURGICAL INC	P	2012-12-21	2013-12-04
	VALERO ENERGY CORP	P	2013-01-25	2013-12-03
	GOLDMAN SACHS GROUP INC	P	2013-01-10	2013-11-19
	KRAFT FOODS GROUP INC-W/I	P	2013-01-07	2013-11-19
	AFFILIATED MANAGERS GROUP INC	P	2012-12-04	2013-11-19
	KINDER MORGAN INC	P	2013-05-20	2013-11-18
	CITRIX SYSTEMS INC	P	2012-11-28	2013-11-14
	PRICELINE.COM INC	P	2013-04-10	2013-11-06
	CAMPBELL SOUP CO	P	2013-03-27	2013-10-28
	CAPITAL ONE FINANCIAL CORP	P	2013-04-03	2013-10-24
	PETSMART	P	2013-02-28	2013-10-23
	PETSMART	P	2012-12-24	2013-10-23
	EMC CORP/MASS	P	2013-08-27	2013-10-22
	EMC CORP/MASS	P	2013-07-25	2013-10-22
	BOEING CO/THE	P	2013-05-03	2013-10-18
	KINDER MORGAN INC	P	2012-11-12	2013-10-18
	KINDER MORGAN INC	P	2012-10-31	2013-10-18
	KINDER MORGAN INC	P	2012-10-15	2013-10-07
	ABERCROMBIE & FITCH CO-CL A	P	2013-07-22	2013-10-03
	DISCOVER FINANCIAL SERVICES	P	2012-11-16	2013-09-26
	STERICYCLE INC	P	2013-03-11	2013-09-24
	MONSANTO CO	P	2013-02-20	2013-09-20
	EXXON MOBIL CORP	P	2013-03-12	2013-09-12
	ALLERGAN INC	P	2013-05-01	2013-08-27
	GAMESTOP CORP-CLASS A	P	2013-02-06	2013-08-26
	ELECTRONIC ARTS INC	P	2013-06-10	2013-08-21
	DIAMOND OFFSHORE DRILLING	P	2013-05-31	2013-08-15
	DIAMOND OFFSHORE DRILLING	P	2012-11-12	2013-08-15
	DIAMOND OFFSHORE DRILLING	P	2012-11-08	2013-08-15
	TIME WARNER CABLE	P	2012-09-04	2013-08-15
	PRECISION CASTPARTS CORP	P	2012-08-23	2013-08-09
	APPLIED MATERIALS INC	P	2012-09-04	2013-08-08
	NATIONAL - OILWELL INC	P	2012-09-04	2013-07-29
	HARLEY DAVIDSON INC	P	2012-09-04	2013-07-25
	VERTEX PHARMACEUTICALS INC	P	2012-11-02	2013-07-23
	TIME WARNER CABLE	P	2012-09-04	2013-07-23
	FISERV INC	P	2013-05-22	2013-07-19
	FISERV INC	P	2013-01-08	2013-07-19
	FISERV INC	P	2012-12-26	2013-07-19
	AMAZON.COM INC	P	2012-11-14	2013-07-19
	EXXON MOBIL CORP	P	2013-03-12	2013-07-16
	EXXON MOBIL CORP	P	2012-09-04	2013-07-16
	GENERAL ELECTRIC CO	P	2012-09-04	2013-07-16
	GENERAL ELECTRIC CO	P	2012-08-16	2013-07-16
	ILLINOIS TOOL WORKS	P	2013-03-20	2013-07-15
	HARLEY DAVIDSON INC	P	2012-07-13	2013-07-09
	CITRIX SYSTEMS INC	P	2012-08-23	2013-07-02
	TIME WARNER INC	P	2012-07-25	2013-06-17
	SAFEWAY INC	P	2013-03-21	2013-06-13
	F5 NETWORKS INC	P	2013-01-31	2013-06-11
	GOLDMAN SACHS GROUP INC	P	2013-01-10	2013-06-11
	BANK OF AMERICA CORP	P	2012-12-12	2013-06-11
	FORD MOTOR CO	P	2012-11-14	2013-06-11
	NATIONAL - OILWELL INC	P	2012-09-04	2013-06-11
	INTERCONTINENTALEXCHANGE INC	P	2012-08-29	2013-06-11
	PHILIP MORRIS INTERNATIONAL	P	2012-08-27	2013-06-11
	PHILIP MORRIS INTERNATIONAL	P	2012-08-15	2013-06-11
	AB DISCOVERY GROWTH FND CL ADV	P	2012-06-18	2013-06-11
	IDEXX LABS CORP	P	2012-10-26	2013-06-06
	ALTRIA GROUP INC	P	2012-09-04	2013-06-06
	F5 NETWORKS INC	P	2012-09-04	2013-06-05
	EVEREST RE GROUP LTD	P	2012-12-26	2013-05-24
	MICRON TECHNOLOGY INC	P	2012-09-04	2013-05-23
	JM SMUCKER CO/THE	P	2012-12-21	2013-05-20
	TYSON FOODS INC-CL A	P	2012-09-21	2013-05-20
	CAMPBELL SOUP CO	P	2013-03-27	2013-05-17
	MEDTRONIC INC	P	2012-09-19	2013-05-17
	SHERWIN-WILLIAMS CO/THE	P	2012-09-04	2013-05-17
	MERCK & CO. INC.	P	2012-08-06	2013-05-17
	US BANCORP	P	2013-02-06	2013-05-14
	UNITEDHEALTH GROUP INC	P	2012-09-04	2013-05-14
	US BANCORP	P	2012-09-04	2013-05-14
	US BANCORP	P	2012-08-20	2013-05-14
	US BANCORP	P	2012-06-12	2013-05-14
	PHILIP MORRIS INTERNATIONAL	P	2012-05-21	2013-05-13
	TYSON FOODS INC-CL A	P	2012-09-21	2013-05-10
	TYSON FOODS INC-CL A	P	2012-09-04	2013-05-10
	CONAGRA FOODS INC	P	2013-01-09	2013-05-07
	KINDER MORGAN INC	P	2012-10-15	2013-05-07
	MICROSOFT CORP	P	2012-09-12	2013-05-07
	ALTRIA GROUP INC	P	2012-09-04	2013-05-07
	BECTON DICKINSON & CO	P	2012-09-04	2013-05-07
	DELTA AIR LINES INC	P	2012-09-04	2013-05-07
	EXXON MOBIL CORP	P	2012-09-04	2013-05-07
	MICROSOFT CORP	P	2012-09-04	2013-05-07
	BIOGEN IDEC INC	P	2012-08-23	2013-05-07
	ALTRIA GROUP INC	P	2012-08-17	2013-05-07
	EXXON MOBIL CORP	P	2012-08-17	2013-05-07
	BECTON DICKINSON & CO	P	2012-07-30	2013-05-07
	ALTRIA GROUP INC	P	2012-07-26	2013-05-07
	CHIPOTLE MEXICAN GRILL-CL A	P	2012-07-20	2013-05-07
	MACY'S INC	P	2012-07-18	2013-05-07
	VISA INC - CLASS A SHRS	P	2012-06-27	2013-05-07
	AB DISCOVERY VALUE FUND CL ADV	P	2012-06-18	2013-05-07
	CHIPOTLE MEXICAN GRILL-CL A	P	2012-06-15	2013-05-07
	EXXON MOBIL CORP	P	2012-06-08	2013-05-07
	ALTRIA GROUP INC	P	2012-05-21	2013-05-07
	CST BRANDS INC	P	2013-02-14	2013-05-06
	CST BRANDS INC	P	2013-01-25	2013-05-06
	STERICYCLE INC	P	2013-03-11	2013-05-02
	UNITEDHEALTH GROUP INC	P	2012-09-04	2013-05-01
	EATON CORP PLC	P	2012-08-14	2013-05-01
	EATON CORP PLC	P	2012-08-02	2013-05-01
	INTUIT INC	P	2013-02-07	2013-04-25
	INTUIT INC	P	2012-09-04	2013-04-25
	INTUIT INC	P	2012-05-09	2013-04-25
	IDEXX LABS CORP	P	2012-10-26	2013-04-23
	IDEXX LABS CORP	P	2012-08-02	2013-04-23
	TIBCO SOFTWARE INC	P	2012-09-04	2013-04-22
	LINKEDIN CORP - A	P	2012-11-07	2013-04-19
	EXXON MOBIL CORP	P	2012-06-08	2013-04-12
	ASTRAZENECA PLC-SPONS ADR	P	2012-09-04	2013-04-08
	IDEXX LABS CORP	P	2012-08-02	2013-04-05
	MONSANTO CO	P	2013-02-20	2013-04-02
	PETSMART	P	2012-12-24	2013-04-02
	ULTA SALON COSMETICS & FRAGRAN	P	2012-12-13	2013-03-22
	ULTA SALON COSMETICS & FRAGRAN	P	2012-12-04	2013-03-22
	SHERWIN-WILLIAMS CO/THE	P	2012-09-04	2013-03-22
	SHERWIN-WILLIAMS CO/THE	P	2012-06-13	2013-03-22
	SHERWIN-WILLIAMS CO/THE	P	2012-06-13	2013-03-22
	TYSON FOODS INC-CL A	P	2012-05-22	2013-03-22
	JM SMUCKER CO/THE	P	2012-12-21	2013-03-21
	AMGEN INC	P	2012-11-09	2013-03-21
	DIAMOND OFFSHORE DRILLING	P	2012-11-08	2013-03-21
	LORILLARD INC	P	2012-09-04	2013-03-21
	BECTON DICKINSON & CO	P	2012-07-30	2013-03-21
	AMGEN INC	P	2012-05-17	2013-03-21
	HARRIS CORP	P	2013-01-07	2013-03-19
	HARRIS CORP	P	2012-10-01	2013-03-19
	MCKESSON CORP	P	2012-09-04	2013-03-19
	MCKESSON CORP	P	2012-06-01	2013-03-19
	F5 NETWORKS INC	P	2012-05-24	2013-03-15
	F5 NETWORKS INC	P	2012-04-23	2013-03-15
	MGM RESORTS INTERNATIONAL	P	2012-09-04	2013-03-14
	AB DISCOVERY VALUE FUND CL ADV	P	2012-06-18	2013-03-08
	COACH INC	P	2012-09-04	2013-03-07
	VISA INC - CLASS A SHRS	P	2012-06-27	2013-03-01
	DIRECTV	P	2012-11-08	2013-02-27
	ULTA SALON COSMETICS & FRAGRAN	P	2012-12-04	2013-02-19
	BP PLC-SPONS ADR	P	2012-09-04	2013-02-19
	MGM RESORTS INTERNATIONAL	P	2012-09-04	2013-02-19
	BP PLC-SPONS ADR	P	2012-04-16	2013-02-19
	MGM RESORTS INTERNATIONAL	P	2012-04-03	2013-02-19
	MGM RESORTS INTERNATIONAL	P	2012-02-28	2013-02-19
	MARSH & MCLENNAN COS INC	P	2013-01-08	2013-02-12
	MARSH & MCLENNAN COS INC	P	2012-12-28	2013-02-12
	ASTRAZENECA PLC-SPONS ADR	P	2012-09-04	2013-02-12
	ASTRAZENECA PLC-SPONS ADR	P	2012-08-29	2013-02-12
	BB&T CORP	P	2012-09-20	2013-02-11
	BB&T CORP	P	2012-09-13	2013-02-11
	GOLDMAN SACHS GROUP INC	P	2013-01-10	2013-02-07
	HARRIS CORP	P	2012-10-01	2013-02-07
	CHIPOTLE MEXICAN GRILL-CL A	P	2012-06-15	2013-02-07
	UNITEDHEALTH GROUP INC	P	2012-04-30	2013-02-07
	UNITEDHEALTH GROUP INC	P	2012-04-13	2013-02-07
	PROCTER & GAMBLE CO	P	2012-08-29	2013-02-06
	EXXON MOBIL CORP	P	2012-06-08	2013-02-06
	NV ENERGY INC	P	2012-09-04	2013-02-01
	TIBCO SOFTWARE INC	P	2012-09-04	2013-02-01
	TIBCO SOFTWARE INC	P	2012-08-24	2013-02-01
	COACH INC	P	2012-07-31	2013-02-01
	NV ENERGY INC	P	2012-07-25	2013-02-01
	MCKESSON CORP	P	2012-06-01	2013-02-01
	TIBCO SOFTWARE INC	P	2012-05-24	2013-02-01
	MCKESSON CORP	P	2012-05-08	2013-02-01
	MCKESSON CORP	P	2012-05-08	2013-02-01
	COACH INC	P	2012-04-27	2013-02-01
	TIBCO SOFTWARE INC	P	2012-04-09	2013-02-01
	TIBCO SOFTWARE INC	P	2012-04-09	2013-02-01
	TIBCO SOFTWARE INC	P	2012-03-15	2013-02-01
	NATIONAL - OILWELL INC	P	2012-03-27	2013-01-24
	NATIONAL - OILWELL INC	P	2012-02-16	2013-01-24
	NATIONAL - OILWELL INC	P	2012-02-14	2013-01-24
	STARZ-LIBERTY CAPITAL	P	2012-10-23	2013-01-16
	PARTNERRE LTD	P	2012-11-19	2013-01-10
	LIBERTY MEDIA CORP - LIBER-A	P	2012-10-23	2013-01-09
	UNITED TECHNOLOGIES CORP	P	2012-09-14	2013-01-09
	UNITED TECHNOLOGIES CORP	P	2012-09-04	2013-01-09
	SHERWIN-WILLIAMS CO/THE	P	2012-06-13	2013-01-09
	INTL BUSINESS MACHINES CORP	P	2012-05-31	2013-01-09
	JM SMUCKER CO/THE	P	2012-12-21	2013-12-23
	EBAY INC	P	2012-08-24	2013-12-18
	CISCO SYSTEMS INC	P	2012-09-04	2013-12-16
	INTL BUSINESS MACHINES CORP	P	2012-09-04	2013-12-13
	INTL BUSINESS MACHINES CORP	P	2012-08-16	2013-12-13
	WELLPOINT INC	P	2012-09-04	2013-12-10
	INTUITIVE SURGICAL INC	P	2012-11-12	2013-12-04
	INTUITIVE SURGICAL INC	P	2012-10-12	2013-12-04
	THE WALT DISNEY CO.	P	2012-02-16	2013-11-27
	THE WALT DISNEY CO.	P	2011-12-13	2013-11-27
	THE WALT DISNEY CO.	P	2011-11-18	2013-11-27
	BIOGEN IDEC INC	P	2012-08-23	2013-11-26
	AMAZON.COM INC	P	2012-11-14	2013-11-21
	BIOGEN IDEC INC	P	2012-08-23	2013-11-21
	COGNIZANT TECH SOLUTIONS-A	P	2012-04-26	2013-11-21
	COGNIZANT TECH SOLUTIONS-A	P	2012-04-13	2013-11-21
	AMAZON.COM INC	P	2012-11-14	2013-11-19
	KRAFT FOODS GROUP INC-W/I	P	2012-10-08	2013-11-19
	KRAFT FOODS GROUP INC-W/I	P	2012-09-04	2013-11-19
	KRAFT FOODS GROUP INC-W/I	P	2012-08-02	2013-11-19
	KINDER MORGAN INC	P	2012-11-12	2013-11-18
	CISCO SYSTEMS INC	P	2012-09-04	2013-11-18
	CISCO SYSTEMS INC	P	2012-03-27	2013-11-18
	VIACOM INC-CLASS B	P	2010-12-23	2013-11-18
	CITRIX SYSTEMS INC	P	2012-10-26	2013-11-14
	CITRIX SYSTEMS INC	P	2012-09-04	2013-11-14
	CIT GROUP INC	P	2012-02-01	2013-11-11
	CIT GROUP INC	P	2012-01-31	2013-11-11
	CIT GROUP INC	P	2012-01-10	2013-11-11
	CIT GROUP INC	P	2011-11-29	2013-11-11
	APPLE INC	P	2011-11-10	2013-11-08
	APPLE INC	P	2010-12-16	2013-11-08
	WELLPOINT INC	P	2012-05-17	2013-11-07
	WELLPOINT INC	P	2012-02-02	2013-11-07
	WELLPOINT INC	P	2011-08-24	2013-11-07
	WELLPOINT INC	P	2011-04-29	2013-11-07
	WELLPOINT INC	P	2011-04-27	2013-11-07
	WELLPOINT INC	P	2011-04-11	2013-11-07
	LYONDELLBASELL INDU-CL A	P	2011-10-03	2013-11-01
	LYONDELLBASELL INDU-CL A	P	2011-05-24	2013-11-01
	FIDELITY NATIONAL FINANCIAL IN	P	2012-10-04	2013-10-23
	MCDONALD'S CORP	P	2012-06-15	2013-10-23
	KINDER MORGAN INC	P	2012-10-15	2013-10-18
	MACY'S INC	P	2012-07-18	2013-10-16
	COGNIZANT TECH SOLUTIONS-A	P	2012-04-13	2013-10-16
	DELTA AIR LINES INC	P	2012-09-04	2013-10-14
	DELTA AIR LINES INC	P	2012-09-04	2013-10-10
	EOG RESOURCES INC	P	2012-09-04	2013-10-04
	PRECISION CASTPARTS CORP	P	2012-09-04	2013-10-02
	PRECISION CASTPARTS CORP	P	2012-08-23	2013-10-02
	THE WALT DISNEY CO.	P	2011-11-18	2013-09-10
	EOG RESOURCES INC	P	2012-09-04	2013-09-09
	BIOGEN IDEC INC	P	2012-08-23	2013-09-06
	CHEVRON CORP	P	2012-08-17	2013-08-23
	THE WALT DISNEY CO.	P	2011-11-18	2013-08-21
	THE WALT DISNEY CO.	P	2011-09-29	2013-08-21
	BERKSHIRE HATHAWAY INC-CL B	P	2012-07-17	2013-08-12
	PRECISION CASTPARTS CORP	P	2012-02-07	2013-08-09
	PRECISION CASTPARTS CORP	P	2012-01-04	2013-08-09
	APPLIED MATERIALS INC	P	2012-07-17	2013-08-08
	APPLIED MATERIALS INC	P	2012-01-31	2013-08-08
	APPLIED MATERIALS INC	P	2011-12-22	2013-08-08
	TIME WARNER CABLE	P	2011-10-31	2013-07-23
	TIME WARNER CABLE	P	2011-10-31	2013-07-23
	TIME WARNER CABLE	P	2011-01-04	2013-07-23
	TIME WARNER CABLE	P	2010-12-16	2013-07-23
	GENERAL ELECTRIC CO	P	2011-12-21	2013-07-16
	HARLEY DAVIDSON INC	P	2011-11-01	2013-07-09
	HARLEY DAVIDSON INC	P	2011-10-26	2013-07-09
	CITRIX SYSTEMS INC	P	2011-06-28	2013-07-02
	CITRIX SYSTEMS INC	P	2011-05-31	2013-07-02
	CITRIX SYSTEMS INC	P	2011-03-10	2013-07-02
	GENERAL ELECTRIC CO	P	2011-12-21	2013-06-17
	GENERAL ELECTRIC CO	P	2011-03-24	2013-06-17
	APPLE INC	P	2010-12-16	2013-06-17
	JOHNSON & JOHNSON	P	2010-12-16	2013-06-17
	NATIONAL - OILWELL INC	P	2012-04-13	2013-06-11
	STARBUCKS CORP	P	2010-12-16	2013-06-11
	KROGER CO	P	2012-02-03	2013-06-07
	KROGER CO	P	2011-12-06	2013-06-07
	KROGER CO	P	2011-03-16	2013-06-07
	NATIONAL - OILWELL INC	P	2012-04-13	2013-05-30
	NATIONAL - OILWELL INC	P	2012-03-28	2013-05-30
	NATIONAL - OILWELL INC	P	2012-03-27	2013-05-30
	MICRON TECHNOLOGY INC	P	2011-11-14	2013-05-23
	MICRON TECHNOLOGY INC	P	2011-11-01	2013-05-23
	PRECISION CASTPARTS CORP	P	2011-10-31	2013-05-17
	PRECISION CASTPARTS CORP	P	2011-10-24	2013-05-17
	SCHLUMBERGER LTD	P	2012-01-10	2013-05-14
	SCHLUMBERGER LTD	P	2011-12-13	2013-05-14
	SCHLUMBERGER LTD	P	2010-12-16	2013-05-14
	JPMORGAN CHASE & CO	P	2012-03-22	2013-05-13
	JPMORGAN CHASE & CO	P	2012-03-21	2013-05-13
	CISCO SYSTEMS INC	P	2012-03-27	2013-05-07
	CISCO SYSTEMS INC	P	2012-02-09	2013-05-07
	CISCO SYSTEMS INC	P	2012-02-08	2013-05-07
	APPLIED MATERIALS INC	P	2011-12-22	2013-05-07
	CIT GROUP INC	P	2011-11-29	2013-05-07
	APPLIED MATERIALS INC	P	2011-11-01	2013-05-07
	PRECISION CASTPARTS CORP	P	2011-10-24	2013-05-07
	APPLIED MATERIALS INC	P	2011-10-19	2013-05-07
	PRECISION CASTPARTS CORP	P	2011-08-04	2013-05-07
	DELTA AIR LINES INC	P	2011-07-19	2013-05-07
	APPLIED MATERIALS INC	P	2011-07-18	2013-05-07
	APPLIED MATERIALS INC	P	2011-07-18	2013-05-07
	CITIGROUP INC	P	2011-07-11	2013-05-07
	CITIGROUP INC	P	2011-05-20	2013-05-07
	NOBLE ENERGY INC	P	2011-05-13	2013-05-07
	WELLPOINT INC	P	2011-04-11	2013-05-07
	ALTRIA GROUP INC	P	2011-03-25	2013-05-07
	ALTRIA GROUP INC	P	2011-03-25	2013-05-07
	KROGER CO	P	2011-03-16	2013-05-07
	NOBLE ENERGY INC	P	2011-03-08	2013-05-07
	WELLPOINT INC	P	2011-03-08	2013-05-07
	HEWLETT-PACKARD CO	P	2011-02-28	2013-05-07
	HEWLETT-PACKARD CO	P	2011-01-04	2013-05-07
	OVERLAY A PORTFOLIO CLASS 1	P	2010-12-21	2013-05-07
	APPLE INC	P	2010-12-16	2013-05-07
	BERNSTEIN INTERNATIONAL PORTFOLIO	P	2010-12-16	2013-05-07
	PFIZER INC	P	2010-12-16	2013-05-07
	TIME WARNER CABLE	P	2010-12-16	2013-05-07
	HEWLETT-PACKARD CO	P	2010-06-29	2013-05-07
	HEWLETT-PACKARD CO	P	2010-05-25	2013-05-07
	HEWLETT-PACKARD CO	P	2010-05-05	2013-05-07
	HEWLETT-PACKARD CO	P	2008-07-25	2013-05-07
	HEWLETT-PACKARD CO	P	2007-10-12	2013-05-07
	HEWLETT-PACKARD CO	P	2007-08-30	2013-05-07
	KROGER CO	P	2011-03-16	2013-05-03
	KROGER CO	P	2011-03-08	2013-05-03
	PFIZER INC	P	2010-12-16	2013-05-03
	GOOGLE INC-CL A	P	2010-12-16	2013-05-02
	UNITEDHEALTH GROUP INC	P	2012-04-30	2013-05-01
	SCHLUMBERGER LTD	P	2010-12-16	2013-05-01
	STARBUCKS CORP	P	2010-12-16	2013-04-26
	INTUIT INC	P	2011-08-22	2013-04-25
	INTUIT INC	P	2011-07-22	2013-04-25
	INTUIT INC	P	2011-02-17	2013-04-25
	MICRON TECHNOLOGY INC	P	2011-11-01	2013-04-08
	WELLS FARGO & COMPANY	P	2012-02-13	2013-04-05
	WELLS FARGO & COMPANY	P	2012-02-10	2013-04-05
	TYSON FOODS INC-CL A	P	2011-06-30	2013-03-22
	LORILLARD INC	P	2012-02-02	2013-03-21
	LORILLARD INC	P	2011-10-12	2013-03-21
	CITIGROUP INC	P	2011-05-20	2013-03-21
	CITIGROUP INC	P	2011-05-16	2013-03-21
	CITIGROUP INC	P	2011-05-02	2013-03-21
	CITIGROUP INC	P	2011-04-28	2013-03-21
	CITIGROUP INC	P	2011-03-11	2013-03-21
	LORILLARD INC	P	2011-10-12	2013-03-05
	LORILLARD INC	P	2011-08-12	2013-03-05
	LORILLARD INC	P	2011-08-12	2013-03-05
	MGM RESORTS INTERNATIONAL	P	2011-12-28	2013-02-19
	MGM RESORTS INTERNATIONAL	P	2011-12-28	2013-02-19
	BP PLC-SPONS ADR	P	2011-10-31	2013-02-19
	BP PLC-SPONS ADR	P	2011-10-10	2013-02-19
	BP PLC-SPONS ADR	P	2011-10-06	2013-02-19
	BP PLC-SPONS ADR	P	2011-09-15	2013-02-19
	BP PLC-SPONS ADR	P	2011-08-12	2013-02-19
	ASTRAZENECA PLC-SPONS ADR	P	2010-12-16	2013-02-12
	ASTRAZENECA PLC-SPONS ADR	P	2010-12-16	2013-02-12
	UNITEDHEALTH GROUP INC	P	2011-10-31	2013-02-07
	UNITEDHEALTH GROUP INC	P	2011-08-12	2013-02-07
	AT&T INC	P	2011-11-30	2013-02-06
	AT&T INC	P	2011-04-26	2013-02-06
	NV ENERGY INC	P	2011-10-06	2013-02-01
	CITRIX SYSTEMS INC	P	2011-03-10	2013-01-24
	ASTRAZENECA PLC-SPONS ADR	P	2010-12-16	2013-01-24
	CITRIX SYSTEMS INC	P	2010-12-16	2013-01-24
	DELTA AIR LINES INC	P	2011-07-19	2013-01-23
	DELTA AIR LINES INC	P	2010-12-16	2013-01-23
	ALTRIA GROUP INC	P	2011-03-25	2013-01-10
	ALTRIA GROUP INC	P	2010-12-16	2013-01-10
	UNITEDHEALTH GROUP INC	P	2011-08-12	2013-01-07
	UNITEDHEALTH GROUP INC	P	2011-08-08	2013-01-07
	UNITEDHEALTH GROUP INC	P	2011-07-11	2013-01-07
	PFIZER INC	P	2010-12-16	2013-01-07
	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	7,627	6,693	934
b	7,627	6,732	895
c	3,691	3,202	489
d	3,691	2,723	968
e	7,362	7,562	-200
	3,681	4,866	-1,185
	3,681	4,774	-1,093
	3,681	4,999	-1,318
	4,680	3,465	1,215
	19,243	15,677	3,566
	10,579	9,169	1,410
	4,944	3,181	1,763
	1,782	2,041	-259
	4,139	4,475	-336
	5,309	3,593	1,716
	17,186	17,781	-595
	5,292	4,063	1,229
	9,096	8,068	1,028
	3,638	3,476	162
	14,529	15,593	-1,064
	16,950	18,616	-1,666
	12,196	9,346	2,850
	1,771	1,629	142
	6,199	6,070	129
	5,232	5,211	21
	13,294	18,595	-5,301
	28,291	21,468	6,823
	17,153	14,831	2,322
	13,270	12,396	874
	26,437	26,855	-418
	4,399	4,977	-578
	15,799	7,490	8,309
	4,650	4,046	604
	5,004	5,256	-252
	11,675	11,160	515
	10,007	9,885	122
	8,295	6,628	1,667
	1,097	808	289
	14,127	10,522	3,605
	8,867	9,711	-844
	8,474	6,219	2,255
	8,727	4,475	4,252
	2,927	2,209	718
	9,165	8,960	205
	9,165	8,156	1,009
	11,457	9,894	1,563
	4,559	3,366	1,193
	2,327	2,239	88
	16,287	15,179	1,108
	11,741	10,266	1,475
	3,522	3,143	379
	5,392	4,734	658
	4,385	3,521	864
	2,464	3,088	-624
	4,356	2,873	1,483
	15,068	15,177	-109
	7,586	10,494	-2,908
	4,931	4,090	841
	5,272	4,246	1,026
	4,676	3,275	1,401
	3,817	4,273	-456
	4,298	3,432	866
	2,295	2,253	42
	2,295	2,317	-22
	4,350	3,557	793
	8,426	9,592	-1,166
	5,347	5,152	195
	5,770	7,084	-1,314
	9,490	8,169	1,321
	8,501	4,579	3,922
	7,658	6,475	1,183
	6,226	4,117	2,109
	4,726	4,445	281
	12,387	10,727	1,660
	4,771	3,572	1,199
	5,691	5,568	123
	8,446	8,383	63
	9,281	8,156	1,125
	15,202	14,960	242
	5,067	4,962	105
	1,689	1,524	165
	7,060	6,337	723
	1,238	823	415
	4,951	3,152	1,799
	5,348	4,543	805
	5,870	5,211	659
	3,338	3,091	247
	5,477	5,152	325
	2,434	1,907	527
	4,076	1,902	2,174
	2,270	2,168	102
	1,669	1,513	156
	5,318	3,627	1,691
	3,651	3,534	117
	2,270	2,211	59
	2,434	1,901	533
	5,477	5,355	122
	2,894	2,546	348
	4,665	3,462	1,203
	5,382	3,687	1,695
	4,350	3,440	910
	2,532	2,807	-275
	4,541	4,008	533
	4,564	3,974	590
	651	817	-166
	1,806	1,805	1
	5,386	4,944	442
	5,710	5,220	490
	4,466	3,427	1,039
	5,955	4,276	1,679
	7,000	7,811	-811
	11,200	11,684	-484
	3,360	3,374	-14
	2,173	2,398	-225
	6,518	6,557	-39
	6,009	9,899	-3,890
	5,278	3,037	2,241
	8,863	8,016	847
	13,862	12,764	1,098
	4,476	4,371	105
	5,184	4,958	226
	4,659	5,214	-555
	5,819	7,093	-1,274
	1,940	2,514	-574
	8,427	7,145	1,282
	843	652	191
	5,899	4,565	1,334
	3,005	2,369	636
	4,811	4,317	494
	4,701	4,259	442
	5,127	4,943	184
	13,139	13,911	-772
	4,600	3,802	798
	4,701	3,569	1,132
	5,569	6,244	-675
	5,569	6,355	-786
	7,407	6,084	1,323
	5,820	4,768	1,052
	4,135	4,933	-798
	2,756	3,886	-1,130
	13,307	9,706	3,601
	4,450	3,648	802
	6,082	7,179	-1,097
	4,740	3,687	1,053
	9,722	9,920	-198
	4,263	5,028	-765
	16,602	16,649	-47
	1,282	971	311
	2,075	2,118	-43
	1,923	2,078	-155
	2,884	3,049	-165
	6,207	6,124	83
	10,641	10,313	328
	17,713	17,405	308
	7,085	7,052	33
	6,908	7,524	-616
	9,978	10,810	-832
	4,501	4,090	411
	4,649	5,084	-435
	4,744	6,014	-1,270
	342	335	7
	2,508	2,560	-52
	5,659	5,018	641
	4,483	4,008	475
	12,331	11,573	758
	595	761	-166
	2,973	3,651	-678
	3,258	3,321	-63
	5,217	4,893	324
	4,675	3,901	774
	1,903	2,366	-463
	2,597	2,232	365
	519	443	76
	3,008	4,443	-1,435
	1,665	2,277	-612
	357	488	-131
	2,616	3,359	-743
	736	783	-47
	1,839	2,096	-257
	2,943	3,341	-398
	1,573	1,259	314
	6,235	5,981	254
	6,063	5,500	563
	6,340	6,124	216
	6,340	5,868	472
	9,734	7,825	1,909
	12,476	12,584	-108
	5,085	4,317	768
	6,552	5,902	650
	13,263	12,297	966
	9,522	10,675	-1,153
	4,328	4,993	-665
	29,709	19,321	10,388
	6,258	9,057	-2,799
	8,466	11,398	-2,932
	2,121	1,250	871
	3,535	1,834	1,701
	1,414	712	702
	5,797	2,901	2,896
	5,491	3,366	2,125
	4,959	2,901	2,058
	1,406	1,102	304
	3,281	2,602	679
	5,465	3,366	2,099
	9,733	8,692	1,041
	3,967	3,248	719
	2,169	1,688	481
	3,565	3,257	308
	5,338	4,730	608
	1,068	1,050	18
	5,984	2,939	3,045
	4,139	4,710	-571
	8,278	11,647	-3,369
	1,210	975	235
	4,840	3,888	952
	2,420	1,850	570
	1,210	791	419
	2,600	1,946	654
	2,600	1,608	992
	6,533	4,943	1,590
	4,356	3,246	1,110
	6,533	4,493	2,040
	4,356	3,816	540
	4,356	3,735	621
	2,178	1,732	446
	7,767	2,573	5,194
	1,479	394	1,085
	17,193	14,239	2,954
	4,710	4,522	188
	6,199	6,079	120
	9,693	7,789	1,904
	6,465	5,575	890
	6,615	2,324	4,291
	5,522	1,902	3,620
	7,801	4,905	2,896
	1,143	801	342
	3,429	2,425	1,004
	4,694	2,669	2,025
	4,887	3,270	1,617
	12,483	7,979	4,504
	8,922	8,468	454
	307	178	129
	5,838	2,945	2,893
	5,855	4,226	1,629
	3,290	2,548	742
	3,290	2,524	766
	3,139	2,059	1,080
	3,139	2,454	685
	3,139	2,091	1,048
	2,927	1,593	1,334
	1,171	637	534
	5,853	3,371	2,482
	1,756	972	784
	4,696	3,495	1,201
	3,288	2,292	996
	1,918	1,328	590
	1,540	1,987	-447
	1,540	2,172	-632
	616	699	-83
	2,969	2,184	785
	2,969	2,460	509
	8,674	6,432	2,242
	6,425	4,684	1,741
	1,388	1,579	-191
	4,918	2,448	2,470
	850	601	249
	2,550	1,784	766
	3,400	2,360	1,040
	356	395	-39
	3,203	3,494	-291
	1,779	1,958	-179
	4,534	2,128	2,406
	567	268	299
	3,180	2,459	721
	2,120	1,724	396
	1,924	1,771	153
	1,924	1,791	133
	1,924	2,022	-98
	2,475	2,238	237
	2,475	2,259	216
	1,528	1,575	-47
	2,546	2,495	51
	1,018	1,009	9
	1,475	1,045	430
	4,358	3,164	1,194
	2,212	1,796	416
	1,929	1,724	205
	2,212	1,736	476
	2,894	2,278	616
	453	205	248
	1,475	1,235	240
	1,475	1,235	240
	3,371	2,851	520
	1,445	1,237	208
	1,170	876	294
	4,092	3,811	281
	3,651	2,598	1,053
	2,738	1,949	789
	6,989	4,721	2,268
	4,680	3,670	1,010
	3,348	3,085	263
	515	1,089	-574
	1,462	3,081	-1,619
	98,435	95,818	2,617
	4,596	3,216	1,380
	37,880	38,204	-324
	5,784	3,421	2,363
	4,879	3,240	1,639
	721	1,568	-847
	1,751	3,837	-2,086
	638	1,579	-941
	494	1,043	-549
	206	515	-309
	391	923	-532
	8,180	5,547	2,633
	2,263	1,540	723
	11,588	6,842	4,746
	8,339	5,927	2,412
	1,725	1,621	104
	11,051	12,134	-1,083
	4,496	2,448	2,048
	2,800	2,189	611
	2,800	2,393	407
	840	754	86
	5,571	3,222	2,349
	2,940	2,453	487
	4,410	3,627	783
	4,207	3,316	891
	2,389	2,176	213
	2,389	2,334	55
	3,219	2,885	334
	2,300	2,064	236
	2,300	2,273	27
	2,300	2,278	22
	8,279	7,616	663
	3,466	3,501	-35
	963	845	118
	1,348	1,182	166
	5,128	4,052	1,076
	4,166	3,292	874
	4,150	4,489	-339
	4,150	3,818	332
	3,113	2,715	398
	7,678	7,272	406
	3,735	3,575	160
	10,628	11,116	-488
	3,543	3,705	-162
	2,850	2,436	414
	2,850	2,245	605
	3,537	2,882	655
	4,421	3,863	558
	1,423	1,081	342
	1,733	1,749	-16
	4,953	4,940	13
	5,200	5,166	34
	3,123	1,844	1,279
	1,735	1,583	152
	7,503	5,976	1,527
	2,283	1,742	541
	1,301	1,122	179
	5,203	4,264	939
	2,601	2,555	46
	5,190	3,421	1,769
	9,713		9,713

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			934
b			895
c			489
d			968
e			-200
			-1,185
			-1,093
			-1,318
			1,215
			3,566
			1,410
			1,763
			-259
			-336
			1,716
			-595
			1,229
			1,028
			162
			-1,064
			-1,666
			2,850
			142
			129
			21
			-5,301
			6,823
			2,322
			874
			-418
			-578
			8,309
			604
			-252
			515
			122
			1,667
			289
			3,605
			-844
			2,255
			4,252
			718
			205
			1,009
			1,563
			1,193
			88
			1,108
			1,475
			379
			658
			864
			-624
			1,483
			-109
			-2,908
			841
			1,026
			1,401
			-456
			866
			42
			-22
			793
			-1,166
			195
			-1,314
			1,321
			3,922
			1,183
			2,109
			281
			1,660
			1,199
			123
			63
			1,125
			242
			105
			165
			723
			415
			1,799
			805
			659
			247
			325
			527
			2,174
			102
			156
			1,691
			117
			59
			533
			122
			348
			1,203
			1,695
			910
			-275
			533
			590
			-166
			1
			442
			490
			1,039
			1,679
			-811
			-484
			-14
			-225
			-39
			-3,890
			2,241
			847
			1,098
			105
			226
			-555
			-1,274
			-574
			1,282
			191
			1,334
			636
			494
			442
			184
			-772
			798
			1,132
			-675
			-786
			1,323
			1,052
			-798
			-1,130
			3,601
			802
			-1,097
			1,053
			-198
			-765
			-47
			311
			-43
			-155
			-165
			83
			328
			308
			33
			-616
			-832
			411
			-435
			-1,270
			7
			-52
			641
			475
			758
			-166
			-678
			-63
			324
			774
			-463
			365
			76
			-1,435
			-612
			-131
			-743
			-47
			-257
			-398
			314
			254
			563
			216
			472
			1,909
			-108
			768
			650
			966
			-1,153
			-665
			10,388
			-2,799
			-2,932
			871
			1,701
			702
			2,896
			2,125
			2,058
			304
			679
			2,099
			1,041
			719
			481
			308
			608
			18
			3,045
			-571
			-3,369
			235
			952
			570
			419
			654
			992
			1,590
			1,110
			2,040
			540
			621
			446
			5,194
			1,085
			2,954
			188
			120
			1,904
			890
			4,291
			3,620
			2,896
			342
			1,004
			2,025
			1,617
			4,504
			454
			129
			2,893
			1,629
			742
			766
			1,080
			685
			1,048
			1,334
			534
			2,482
			784
			1,201
			996
			590
			-447
			-632
			-83
			785
			509
			2,242
			1,741
			-191
			2,470
			249
			766
			1,040
			-39
			-291
			-179
			2,406
			299
			721
			396
			153
			133
			-98
			237
			216
			-47
			51
			9
			430
			1,194
			416
			205
			476
			616
			248
			240
			240
			520
			208
			294
			281
			1,053
			789
			2,268
			1,010
			263
			-574
			-1,619
			2,617
			1,380
			-324
			2,363
			1,639
			-847
			-2,086
			-941
			-549
			-309
			-532
			2,633
			723
			4,746
			2,412
			104
			-1,083
			2,048
			611
			407
			86
			2,349
			487
			783
			891
			213
			55
			334
			236
			27
			22
			663
			-35
			118
			166
			1,076
			874
			-339
			332
			398
			406
			160
			-488
			-162
			414
			605
			655
			558
			342
			-16
			13
			34
			1,279
			152
			1,527
			541
			179
			939
			46
			1,769
			9,713

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	225,930
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . . . .		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Yes No

If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.

1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a) Base period years Calendar year (or tax year beginning in)	(b) Adjusted qualifying distributions	(c) Net value of noncharitable-use assets	(d) Distribution ratio (col. (b) divided by col. (c))
2012	406,086	5,771,740	0.070358
2011	250,706	4,488,446	0.055856
2010	82,535	1,643,805	0.050210
2009	50,848	1,330,216	0.038225
2008	69,875	1,754,504	0.039826

2	Total of line 1, column (d) ......................	2	0.254475
3	Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by the number of years the foundation has been in existence if less than 5 years. . .	3	0.050895
4	Enter the net value of noncharitable-use assets for 2013 from Part X, line 5.....	4	9,605,751
5	Multiply line 4 by line 3.......................	5	488,885
6	Enter 1% of net investment income (1% of Part I, line 27b)...........	6	6,384
7	Add lines 5 and 6.........................	7	495,269
8	Enter qualifying distributions from Part XII, line 4..............	8	601,324
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.

Form 990-PF (2013)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check hereand enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	6,384
	hereand enter 1% of Part I, line 27b...................
c	All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2............................	3	6,384
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-).	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	6,384
6	Credits/Payments:

a	2013 estimated tax payments and 2012 overpayment credited to 2013	6a
b	Exempt foreign organizations—tax withheld at source.......	6b
c	Tax paid with application for extension of time to file (Form 8868)	6c
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	0
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8	59
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	6,443
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2014 estimated tax	Refunded	11

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of

the instructions for definition)?............................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ 0(2) On foundation managers. bullet

$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?

If "Yes," complete Part XIV.............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement (see instructions).................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

WWW.BAKERSFIELDCALIFORNIANFOUNDATION.ORG

The books are in care of bullet

MICHELLE CHANTRY Telephone no. bullet

(661) 395-7256

Located at bullet

PO BOX 440BAKERSFIELDCA ZIP+4 bullet

93302

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —Check here......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ...... bullet

16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country?

16 No

See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the

foreign country bullet

Form 990-PF (2013)

Page 5

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?.........................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)?.................YesNo

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.).........YesNo

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...

Organizations relying on a current notice regarding disaster assistance check here......... bullet

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2013?.............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2013, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2013?...............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?.........................YesNo

If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2013.)....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?

During the year did the foundation pay or incur any amount to:

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?...............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?........YesNo

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant?............YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?........................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

Form 990-PF (2013)

Page 6

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
VIRGINIA COWENHOVEN	BOARD MEMBER 0.50	0	0	0
PO BOX 440 BAKERSFIELD,CA93302	BOARD MEMBER 0.50	0	0	0
GINGER MOORHOUSE	PRESIDENT 10.00	0	0	0
PO BOX 440 BAKERSFIELD,CA93302	PRESIDENT 10.00	0	0	0
TRACEY COWENHOVEN	VICE PRESIDENT 30.00	0	0	0
PO BOX 440 BAKERSFIELD,CA93302	VICE PRESIDENT 30.00	0	0	0
RICHARD BEENE	SECRETARY/TREASURER 0.50	0	0	0
PO BOX 440 BAKERSFIELD,CA93302	SECRETARY/TREASURER 0.50	0	0	0
CYNTHIA ICARDO	BOARD MEMBER 0.50	0	0	0
PO BOX 440 BAKERSFIELD,CA93302	BOARD MEMBER 0.50	0	0	0
JOHN WELLS	BOARD MEMBER 0.50	0	0	0
PO BOX 440 BAKERSFIELD,CA93302	BOARD MEMBER 0.50	0	0	0
JOHN MOORHOUSE	BOARD MEMBER 0.50	0	0	0
PO BOX 440 BAKERSFIELD,CA93302	BOARD MEMBER 0.50	0	0	0
PETER COWENHOVEN	BOARD MEMBER 0.50	0	0	0
PO BOX 440 BAKERSFIELD,CA93302	BOARD MEMBER 0.50	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.		Expenses
1


2


3


4

Form 990-PF (2013)

Page 7

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.		Amount
1


2


All other program-related investments. See page 24 of the instructions.
3

Total. Add lines 1 through 3......................... bullet

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

Average of monthly cash balances.......................

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

Minimum investment return. Enter 5% of line 5..................

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet

and do not complete this part.)

Minimum investment return from Part X, line 6....................

480,288

Tax on investment income for 2013 from Part VI, line 5......

6,384

Income tax for 2013. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

6,384

Distributable amount before adjustments. Subtract line 2c from line 1............

473,904

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

473,904

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,

line 1................................

473,904

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income. Enter 1% of Part I, line 27b (see instructions).................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.

Form 990-PF (2013)

Page 8

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2012	(c) 2012	(d) 2013
1 Distributable amount for 2013 from Part XI, line 7					473,904
2 Undistributed income, if any, as of the end of 2013:
a Enter amount for 2012 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2013:
a From 2008.......
b From 2009.......
c From 2010.......
d From 2011.......
e From 2012.......	112,722
fTotal of lines 3a through e.........		112,722
4Qualifying distributions for 2013 from Part
XII, line 4: $ 601,324
a Applied to 2012, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions)......			0
c Treated as distributions out of corpus (Election required—see instructions).........		0
d Applied to 2013 distributable amount.....					473,904
e Remaining amount distributed out of corpus		127,420
5 Excess distributions carryover applied to 2013.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		240,142
b Prior years’ undistributed income. Subtract line 4b from line 2b ...........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2012. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2013. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2014 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (see instructions) .............		0
8Excess distributions carryover from 2008 not applied on line 5 or line 7 (see instructions) ...		0
9Excess distributions carryover to 2014. Subtract lines 7 and 8 from line 6a ......		240,142
10 Analysis of line 9:
a Excess from 2009....
b Excess from 2010....
c Excess from 2011....
d Excess from 2012....	112,722
e Excess from 2013....	127,420

Form 990-PF (2013)

Page 9

Part XIV

Private Operating Foundations (see instructions and Part VII-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2013, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2013	(b) 2012	(c) 2011	(d) 2010	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ...........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the organization had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under
other conditions, complete items 2a, b, c, and d.

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

TRACY COWENHOVEN
P O BIN 440
BAKERSFIELD,CA93302
(661) 395-7290
TCOWENHOVEN@BAKERSFIELD

bThe form in which applications should be submitted and information and materials they should include:

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.

cAny submission deadlines:

APRIL 8 AND OCTOBER 18

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

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.

Form 990-PF (2013)

Page 10

Part XV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
AFFORD FOUNDATION 2821 RIO LINDA DR BAKERSFIELD,CA93305	N/A	EXEMPT ORG.	PROGRAM SERVICE SUPPORT	10,250
ARTS SCIENCE & TECHNOLOGY CORP OF TEHACHAPI 18820 SAINT ANDREWS DR TEHACHAPI,CA93561	N/A	EXEMPT ORG.	PROGRAM SERVICE SUPPORT	5,680
BAKERSFIELD MUSEUM OF ART 1930 R STREET BAKERSFIELD,CA93301	N/A	EXEMPT ORG.	PROGRAM SERVICE SUPPORT	5,000
BAKERSFIELD POLICE ACIVITIES LEAGUE 301 E 4TH STREET BAKERSFIELD,CA93307	N/A	EXEMPT ORG.	PROGRAM SERVICE SUPPORT	1,000
BAKERSFEILD SYMPHONY ORCHESTRA 1328 34TH STREET STE A BAKERSFIELD,CA93301	N/A	EXEMPT ORG.	PROGRAM SERVICE SUPPORT	5,000
BUENA VISTA MUSEUM NATURAL HISTORY & SCIENCE 2018 CHESTER AVE BAKERSFIELD,CA93301	N/A	EXEMPT ORG.	PROGRAM SERVICE SUPPORT	15,500
CALIFORNIA STATE UNIVERSITY BAKERSFIELD FOUNDATION 9001 STOCKDALE HWY MAIL DROP 19AW BAKERSFIELD,CA93311	N/A	EXEMPT ORG.	PROGRAM SERVICE SUPPORT	23,000
COLLEGE DREAM FUND 424 PLUMTREE DR ARVIN,CA93203	N/A	EXEMPT ORG.	PROGRAM SERVICE SUPPORT	3,200
COMMUNITY ACTION PARTNERSHIP KERN 301 19TH STREET BAKERSFIELD,CA93301	N/A	EXEMPT ORG.	PROGRAM SERVICE SUPPORT	10,000
COMMUNITY EMPOWERMENT ORGANIZATION PO BOX 2586 BAKERSFIELD,CA93303	N/A	EXEMPT ORG.	PROGRAM SERVICE SUPPORT	17,615
CONSUMER CREDIT COUNSELING SERVICE OF KERN & TULARE COUNTIES 2001 F STREET BAKERSFIELD,CA93301	N/A	EXEMPT ORG.	PROGRAM SERVICE SUPPORT	20,000
COVENANT COMMUNITY SERVICE INC 1700 N CHESTER AVE BAKERSFIELD,CA93308	N/A	EXEMPT ORG.	PROGRAM SERVICE SUPPORT	14,450
DOLORES HUERTA FOUNDATION PO BOX 2087 BAKERSFIELD,CA93303	N/A	EXEMPT ORG.	PROGRAM SERVICE SUPPORT	6,500
DONORSCHOOSEORG 134 WEST 37TH ST FLOOR 11 NEW YORK,NY10018	N/A	EXEMPT ORG.	PROGRAM SERVICE SUPPORT	10,000
FOX THEATER FOUNDATION 2001 H STREET BAKERSFIELD,CA93301	N/A	EXEMPT ORG.	PROGRAM SERVICE SUPPORT	14,800
GAY & LESBIAN CENTER OF BAKERSFIELD 902 18TH STREET BAKERSFIELD,CA93301	N/A	EXEMPT ORG.	PROGRAM SERVICE SUPPORT	7,440
GOLDEN EMPIRE GLEANERS 1326 30TH STREET UNIT A BAKERSFIELD,CA93301	N/A	EXEMPT ORG.	PROGRAM SERVICE SUPPORT	10,000
HAVE A HEART HUMANE SOCIETY 1121 W VALLEY BLVD STE A TEHACHAPI,CA93561	N/A	EXEMPT ORG.	PROGRAM SERVICE SUPPORT	5,000
IMAGINE BALLET COMPANY PO BOX 41344 BAKERSFIELD,CA93384	N/A	EXEMPT ORG.	PROGRAM SERVICE SUPPORT	2,468
INDEPENDENT LIVING CENTER OF KC 5251 OFFICE PARK DR STE 200 BAKERSFIELD,CA93309	N/A	EXEMPT ORG.	PROGRAM SERVICE SUPPORT	1,500
KERN ADULT LITERACY COUNCIL 331 18TH STREET BAKERSFIELD,CA93301	N/A	EXEMPT ORG.	PROGRAM SERVICE SUPPORT	21,329
KERN AGRICULTURAL FOUNDATION 3300 EAST BELLE TERRACE BAKERSFIELD,CA93307	N/A	EXEMPT ORG.	PROGRAM SERVICE SUPPORT	4,000
KERN ASSISTIVE TECHNOLOGY CENTER 2600 F STREET BAKERSFIELD,CA93301	N/A	EXEMPT ORG.	PROGRAM SERVICES SUPPORT	10,000
KERN ATHLETIC FENCING FOUNDATION 10717 LOUGHTON AVE BAKERSFIELD,CA93311	N/A	EXEMPT ORG.	PROGRAM SERVICES SUPPORT	10,000
KERN COMMUNITY FOUNDATION 3300 TRUXTUN AVE STE 220 BAKERSFIELD,CA93301	N/A	EXEMPT ORG.	PROGRAM SERVICES SUPPORT	10,000
KERN COUNTY LIBRARY FOUNDATION 701 TRUXTUN AVE BAKERSFIELD,CA93301	N/A	EXEMPT ORG.	PROGRAM SERVICES SUPPORT	8,000
KERN COUNTY MUSEUM FOUNDATION 3801 CHESTER AVE BAKERSFIELD,CA93301	N/A	EXEMPT ORG.	PROGRAM SERVICES SUPPORT	34,140
KERN ECONOMIC DEVELOP FOUNDATION 2700 M STREET STE 200 BAKERSFIELD,CA93301	N/A	EXEMPT ORG.	PROGRAM SERVICES SUPPORT	49,478
KERN RIVER PARKWAY FOUNDATION 208 LOS NIETOS COURT BAKERSFIELD,CA93309	N/A	EXEMPT ORG.	PROGRAM SERVICES SUPPORT	10,000
KERN VALLEY TUTORING COMPANY 1712 19TH STREET STE 205 BAKERSFIELD,CA93301	N/A	EXEMPT ORG.	PROGRAM SERVICES SUPPORT	6,000
LIGHTWAVE EDUCATION 333 PALMER DR 220 BAKERSFIELD,CA93309	N/A	EXEMPT ORG.	PROGRAM SERVICES SUPPORT	15,000
MARE 18200 JOHNSON RD BAKERSFIELD,CA93314	N/A	EXEMPT ORG.	PROGRAM SERVICES SUPPORT	3,100
MERCY FOUNDATION-BAKERSFIELD PO BOX 119 BAKERSFIELD,CA93302	N/A	EXEMPT ORG.	PROGRAM SERVICES SUPPORT	10,000
OPTIMAL HOSPICE FOUNDATION 1315 BOUGHTON DR BAKERSFIELD,CA93308	N/A	EXEMPT ORG.	PROGRAM SERVICES SUPPORT	5,000
OPTIMIST INTERNATIONAL FOUNDATION 4494 LINDELL BLVD ST LOUIS,MO63108	N/A	EXEMPT ORG.	PROGRAM SERVICES SUPPORT	5,000
READY TO START 1300 17TH STREET BAKERSFIELD,CA93301	N/A	EXEMPT ORG.	PROGRAM SERVICES SUPPORT	15,000
REBUILDING TOGETHER KERN COUNTY PO BOX 11622 BAKERSFIELD,CA93389	N/A	EXEMPT ORG.	PROGRAM SERVICES SUPPORT	10,000
SAINT VINCENT DE PAUL CENTER 316 BAKER STREET BAKERSFIELD,CA93305	N/A	EXEMPT ORG.	PROGRAM SERVICE SUPPORT	5,000
THE SALVATION ARMY 538 EAST TEHACHAPI BLVD TEHACHAPI,CA93561	N/A	EXEMPT ORG.	PROGRAM SERVICE SUPPORT	100,000
UNITED WAY OF KERN COUNTY 5405 STOCKDALE HWY ST 200 BAKERSFIELD,CA93309	N/A	EXEMPT ORG.	PROGRAM SERVICE SUPPORT	15,000
YOUNG AUTHORS FAIR PO BOX 10837 BAKERSFIELD,CA93389	N/A	EXEMPT ORG.	PROGRAM SERVICE SUPPORT	2,500
YOUTH 2 LEADERS EDUCATION FOUNDATION 1527 19TH STREET STE 226 BAKERSFIELD,CA93301	N/A	EXEMPT ORG.	PROGRAM SERVICE SUPPORT	15,000
Total ................................. 3a				551,950

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2013)

Page 11

Part XVI-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ............			14	345,593
4 Dividends and interest from securities....			14	137,230
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property .............
7 Other investment income.....
8 Gain or (loss) from sales of assets other than inventory .............			18	225,930
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory..
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..		0		708,753	0

13Total. Add line 12, columns (b), (d), and (e)..................

13708,753

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2013)

Page 12

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political

Yes

organizations?

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........YesNo

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name Firm's address			Firm's EIN
				Phone no.

Form 990-PF (2013)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Description	Revenue and Expenses per Books	Disbursements for Charitable Purposes
OFFICE SUPPLIES	1,319	1,319
WEBSITE MAINTENANCE & SOFTWARE LICENSES	8,360	8,360
MEALS & ENTERTAINMENT	356	356
BANK FEES	576	576
DUES & MEMBERSHIPS	40	40
PROMOTION	3,479	3,479

Item No.	1
Borrower's Name	THE BAKERSFIELD CALIFORNIAN INC
Borrower's Title
Original Amount of Loan	6500000
Balance Due	6209725
Date of Note	2011-09
Maturity Date	2021-09
Repayment Terms	MONTHLY
Interest Rate	5.500000000000
Security Provided by Borrower	37,885.9 SHRS OF THE BAKERSFILED CALIFORNIAN, INC
Purpose of Loan	SALE OF STOCK TO CORPORATION FROM ESTATE OF DONALD FRITTS
Description of Lender Consideration	$6,500,000 NOTE RECIEVABLE
Consideration FMV	6500000