Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
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 bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$16,660,137J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I 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 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule).............. 500
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 338,044 338,044  
4 Dividends and interest from securities...... 225,354 225,354  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 319,278
b Gross sales price for all assets on line 6a 2,758,210
7 Capital gain net income (from Part IV, line 2)... 319,278
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........ 883,176 882,676  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 38,000 0   38,000
15 Pension plans, employee benefits....... 5,700 0   5,700
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 24,000 24,000   0
c Other professional fees (attach schedule).... Click to see attachment 35,730 35,730   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 14,606 11,424   3,182
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 6,181 0   6,181
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 124,217 71,154   53,063
25 Contributions, gifts, grants paid........ 809,315 809,315
26 Total expenses and disbursements. Add lines 24 and 25 933,532 71,154   862,378
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -50,356
b Net investment income (if negative, enter -0-) 811,522
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 81,632 31,005 31,005
2 Savings and temporary cash investments.......... 102,752 20,285 20,285
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 6,209,725 Click to see attachment3,068,753 3,068,753
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
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 bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 10,307,808 Click to see attachment13,372,168 13,540,094
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,701,917 16,492,211 16,660,137
Liabilities 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 bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
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 16,701,917 16,492,211
30 Total net assets or fund balances (see instructions)...... 16,701,917 16,492,211
31 Total liabilities and net assets/fund balances (see instructions).. 16,701,917 16,492,211
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 16,701,917
2 Enter amount from Part I, line 27a..................... 2 -50,356
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 16,651,561
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 159,350
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 16,492,211
Form 990-PF (2014)
Form 990-PF (2014)
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 546 SHS OFFICE DEPOT P 2014-01-31 2014-12-17
b 78 SHS DOVER CORP P 2014-12-08 2014-12-12
c 175 SHS DOVER CORP P 2014-11-04 2014-12-12
d 75 SHS DOVER CORP P 2014-10-08 2014-12-12
e 50 SHS DOVER CORP P 2014-10-01 2014-12-12
125 SHS DOVER CORP P 2014-06-12 2014-12-12
225 SHS DOVER CORP P 2014-04-25 2014-12-12
100 SHS LINCOLN NATL CORP P 2014-11-04 2014-12-08
200 SHS LINCOLN NATL CORP P 2014-02-03 2014-12-08
100 SHS CA RESOURCES CORP P 2014-11-04 2014-12-05
20 SHS CA RESOURCES CORP P 2014-07-15 2014-12-05
40 SHS CA RESOURCES CORP P 2014-06-30 2014-12-05
2 SHS ASSURANT INC P 2014-02-28 2014-12-05
150 SHS ASSURANT INC P 2014-02-03 2014-12-05
55 SHS DTE ENERGY CO P 2014-02-03 2014-12-05
150 SHS ASSURANT INC P 2013-12-05 2014-12-05
25 SHS EOG RESOURCES P 2014-06-19 2014-10-23
125 SHS EOG RESOURCES P 2014-06-09 2014-10-23
100 SHS 21ST CENTURY FOX P 2014-08-19 2014-10-20
67.2 SHS AB BOND INFLATION P 2014-08-18 2014-10-20
77.4 SHS AB BOND INFLATION P 2014-07-16 2014-10-20
108.64 SHS AB BOND INFLATION P 2014-06-12 2014-10-20
550 SHS 21ST CENTURY FOX P 2014-03-05 2014-10-20
2113.94 SHS AB BOND INFLATION P 2014-01-07 2014-10-20
43.29 SHS AB BOND INFLATION P 2013-12-17 2014-10-20
8.28 SHS AB BOND INFLATION P 2013-11-15 2014-10-20
100 SHS HALLIBURTON P 2014-06-13 2014-10-17
200 SHS LINEAR TECH CORP P 2014-05-22 2014-10-15
100 SHS LINEAR TECH CORP P 2014-05-05 2014-10-15
200 SHS LINEAR TECH CORP P 2014-04-22 2014-10-15
250 SHS LINEAR TECH CORP P 2014-03-25 2014-10-15
450 SHS DISCOVERY COMMUN P 2014-08-28 2014-10-13
175 SHS CBS CORP P 2014-09-08 2014-10-03
25 SHS COPA HOLDINGS P 2014-07-11 2014-10-02
75 SHS COPA HOLDINGS P 2014-06-16 2014-10-02
125 SHS LORILLARD INC P 2014-04-29 2014-09-30
50 SHS LORILLARD INC P 2014-02-03 2014-09-30
75 SHS UNITED TECH CORP P 2014-06-20 2014-09-08
75 SHS UNITED TECH CORP P 2014-04-10 2014-09-08
125 SHS HERSHEY CO P 2014-02-20 2014-09-08
75 SHS HERSHEY CO P 2014-02-14 2014-09-08
50 SHS LINCOLN NATL CORP P 2013-10-25 2014-09-02
100 SHS MEAD JOHNSON P 2013-12-02 2014-08-27
50 SHS HESS CORP P 2013-10-15 2014-08-07
275 SHS MONDELEZ INTL P 2014-04-30 2014-08-04
150 SHS PARKER HANNIFIN CORP P 2013-09-26 2014-07-29
25 SHS EBAY INC P 2014-04-25 2014-07-24
275 SHS EBAY INC P 2014-02-28 2014-07-24
100 SHS VALERO ENERGY P 2014-02-04 2014-07-18
150 SHS HASBRO P 2013-10-29 2014-07-15
50 SHS F5 NETWORKS P 2014-03-03 2014-07-14
100 SHS HERSHEY CO P 2014-02-04 2014-07-14
75 SHS VERTEX PHARM P 2014-05-02 2014-07-01
100 SHS LORILLARD INC P 2014-02-03 2014-06-30
650 SHS GANNETT CO P 2013-10-14 2014-06-26
100 SHS EBAY INC P 2014-02-28 2014-06-23
15 SHS INTUITIVE SURGICAL P 2014-04-09 2014-06-20
75 SHS NIKE INC P 2013-10-15 2014-06-13
150 SHS HEALTH NET P 2014-02-19 2014-06-12
50 SHS MEAD JOHNSON P 2013-12-02 2014-06-10
50 SHS FEDEX CORP P 2014-01-08 2014-06-06
75 SHS FEDEX CORP P 2013-11-20 2014-06-06
100 SHS LINCOLN NATL CORP P 2013-08-27 2014-05-30
300 SHS GENWORTH FINCL P 2013-07-10 2014-05-30
50 SHS HESS CORP P 2013-10-15 2014-05-27
650 SHS NAVIENT CORP P 2014-04-17 2014-05-20
600 SHS REGAL ENT GRP P 2013-07-17 2014-05-14
125 SHS CBS CORP P 2013-08-27 2014-05-01
300 SHS CBS CORP P 2013-06-20 2014-05-01
50 SHS ALLERGAN INC P 2013-05-01 2014-04-29
350 SHS FISERV INC P 2014-01-24 2014-04-28
50 SHS MEAD JOHNSON P 2013-12-02 2014-04-24
25 SHS POLARIS INDUSTRIES P 2013-11-20 2014-04-24
50 SHS NIKE INC P 2013-10-15 2014-04-24
100 SHS HASBRO INC P 2013-10-29 2014-04-23
75 SHS COSTCO WHOLESALE P 2013-04-24 2014-04-22
175 SHS CBS CORP P 2013-06-20 2014-04-10
100 SHS VERISK ANALYTICS P 2014-03-12 2014-04-08
200 SHS VERISK ANALYTICS P 2013-11-06 2014-04-08
50 SHS PARKER HANNIFIN P 2013-09-26 2014-04-08
50 SHS SCHLUMBERGER LTD P 2013-07-24 2014-03-28
50 SHS PARKER HANNIFIN P 2013-09-26 2014-03-24
100 SHS LORILLARD INC P 2014-02-03 2014-03-07
300 SHS PULTE GROUP P 2013-07-22 2014-03-07
50 SHS BOEING CO P 2013-05-03 2014-03-07
50 SHS ALLERGAN INC P 2013-05-01 2014-03-07
5 SHS PRICELINE.COM P 2013-04-10 2014-03-07
425 SHS GM CO P 2013-12-04 2014-02-27
20 SHS WW GRAINGER INC P 2013-08-27 2014-02-25
30 SHS WW GRAINGER INC P 2013-04-05 2014-02-25
200 SHS KINDER MORGAN P 2013-08-27 2014-02-20
200 SHS KINDER MORGAN P 2013-05-20 2014-02-20
15 SHS WW GRAINGER P 2013-04-05 2014-02-20
20 SHS WW GRAINGER INC P 2013-03-14 2014-02-20
50 SHS EVEREST RE GRP P 2013-03-12 2014-02-14
35 SHS WW GRAINGER P 2013-03-14 2014-02-07
125 SHS CELGENE CORP P 2013-03-21 2014-02-03
40 SHS IBM CORP P 2013-03-21 2014-02-03
150 SHS ILL TOOL WORKS P 2013-05-07 2014-01-31
250 SHS ILL TOOL WORKS P 2013-03-20 2014-01-31
100 SHS EBAY INC P 2013-03-19 2014-01-27
125 SHS PATTERSON COS INC P 2013-05-20 2014-01-24
100 SHS MARATHON PETROLEUM P 2013-05-06 2014-01-24
300 SHS MARATHON PETROLEUM P 2013-03-15 2014-01-24
225 SHS PATTERSON COS P 2013-02-08 2014-01-24
98 SHS AMDOCS LTD P 2013-05-17 2014-12-26
50 SHS BECTON DICKINSON P 2013-02-06 2014-12-23
75 SHS BECTON DICKINSON P 2012-10-12 2014-12-23
268 SHS ALTRIA GRP P 2012-09-04 2014-12-23
25 SHS BECTON DICKINSON P 2012-09-04 2014-12-23
100 SHS LINCOLN NATL CORP P 2013-12-04 2014-12-08
125 SHS LINCOLN NATL CORP P 2013-11-06 2014-12-08
125 SHS LINCOLN NATL CORP P 2013-10-25 2014-12-08
43 SHS VERIZON COMM P 2013-11-18 2014-12-05
160 SHS CA RESOURCES P 2013-09-13 2014-12-05
41 SHS AMDOCS P 2013-05-17 2014-12-05
133 SHS AMEX P 2013-05-15 2014-12-05
75 SHS AMDOCS P 2013-02-07 2014-12-05
50 SHS VERIZON COMM P 2012-09-04 2014-12-05
69 SHS UNION PACIFIC P 2012-08-22 2014-12-05
50 SHS UNION PACIFIC P 2012-06-25 2014-12-05
200 SHS MEDTRONIC INC P 2013-08-20 2014-11-25
125 SHS MEDTRONIC INC P 2012-11-12 2014-11-25
50 SHS MEDTRONIC INC P 2012-09-28 2014-11-25
3 SHS PRICELINE GRP P 2013-04-10 2014-11-03
11.39 SHS AB BOND INFLATION P 2013-10-16 2014-10-20
31.82 SHS AB BOND INFLATION P 2013-09-17 2014-10-20
2759.96 SHS AB BOND INFLATION P 2013-09-03 2014-10-20
44.64 SHS AB BOND INFLATION P 2013-08-16 2014-10-20
51.87 SHS AB BOND INFLATION P 2013-05-15 2014-10-20
23.5 SHS AB BOND INFLATION P 2012-12-18 2014-10-20
52.14 SHS AB BOND INFLATION P 2012-11-16 2014-10-20
19625.21 SHS AB BOND INFLATION P 2012-09-04 2014-10-20
44.68 SHS AB BOND INFLATION P 2012-09-04 2014-10-20
109.35 SHS AB BOND INFLATION P 2012-09-04 2014-10-20
10171.07 SHS AB REAL ASSET STRATEGY P 2012-09-04 2014-10-20
24231.59 SHS BERNSTEIN INTERMED P 2010-12-16 2014-10-20
177.08 SHS BERNSTEIN INTERMED P 2010-12-07 2014-10-20
159.05 SHS BERNSTEIN INTERMED P 2010-05-07 2014-10-20
350 SHS HALLIBURTON CO P 2013-08-27 2014-10-17
25 SHS COSTCO WHOLESALE P 2013-04-24 2014-10-10
50 SHS MEDTRONIC INC P 2012-09-28 2014-10-09
50 SHS ALLERGAN INC P 2013-05-01 2014-10-08
75 SHS BECTON DICKINSON P 2012-09-04 2014-10-06
550 SHS CITIGROUP P 2012-09-04 2014-09-30
100 SHS MCDONALDS CORP P 2012-09-04 2014-09-30
25 SHS MCDONALDS CORP P 2012-06-15 2014-09-30
300 SHS PFIZER INC P 2010-12-16 2014-09-30
150 SHS VIACOM INC P 2012-09-04 2014-09-30
25 SHS VIACOM INC P 2011-06-14 2014-09-30
50 SHS GILEAD SCIENCES P 2013-06-18 2014-09-26
75 SHS APPLE P 2012-09-04 2014-09-26
25 SHS APPLE P 2012-08-24 2014-09-26
100 SHS BERKSHIRE HATHAWAY P 2012-09-04 2014-09-08
75 SHS TIME WARNER P 2012-08-20 2014-09-05
75 SHS TIME WARNER P 2012-07-25 2014-09-05
75 SHS UNION PACIFIC P 2012-06-25 2014-09-05
25 SHS MEDTRONIC P 2012-09-28 2014-09-04
100 SHS MEDTRONIC P 2012-09-19 2014-09-04
30 SHS EVEREST RE GRP P 2013-03-12 2014-09-03
200 SHS LINCOLN NATL CORP P 2013-08-27 2014-09-02
50 SHS BOEING CO P 2013-05-03 2014-08-15
200 SHS COGNIZANT TECH SOL P 2013-04-30 2014-08-15
175 SHS COGNIZANT TECH SOL P 2012-09-04 2014-08-15
30 SHS PRECISION CASTPARTS P 2012-09-04 2014-08-15
25 SHS BERKSHIRE HATHAWAY P 2012-09-04 2014-08-05
800 SHS GENWORTH FINCL P 2013-07-10 2014-08-01
150 SHS TJX COMP P 2013-04-05 2014-07-30
125 SHS TJX COMP P 2012-10-08 2014-07-30
55 SHS DANAHER CORP P 2011-12-22 2014-07-29
20 SHS DANAHER CORP P 2011-03-30 2014-07-29
200 SHS VALERO ENERGY P 2013-02-14 2014-07-18
75 SHS VALERO ENERGY P 2013-01-25 2014-07-18
225 SHS TJX CO P 2012-10-08 2014-07-17
50 SHS TIME WARNER P 2012-07-25 2014-07-16
30 SHS DANAHER CORP P 2011-03-30 2014-07-16
20 SHS DANAHER CORP P 2010-12-16 2014-07-16
75 SHS VERTEX PHARM P 2012-11-02 2014-07-01
375 SHS VALERO ENERGY P 2013-01-25 2014-06-30
10 SHS APPLE INC P 2012-08-24 2014-06-30
70 SHS APPLE INC P 2011-12-13 2014-06-30
35 SHS APPLE INC P 2011-11-21 2014-06-30
35 SHS APPLE INC P 2011-11-18 2014-06-30
150 SHS TJX COMP P 2012-10-08 2014-06-24
75 SHS WALMART P 2013-04-05 2014-06-19
100 SHS VERIZON COMM P 2012-09-04 2014-06-19
125 SHS WALMART P 2012-09-04 2014-06-19
275 SHS KROGER P 2012-09-04 2014-06-18
25 SHS KROGER P 2012-02-03 2014-06-18
155 SHS HEALTH NET P 2010-12-16 2014-06-12
70 SHS HEALTH NET P 2010-11-16 2014-06-12
100 SHS COGNIZANT TECH SOL P 2012-09-04 2014-06-10
28 SHS TIME INC P 2012-09-04 2014-06-10
9 SHS TIME INC P 2012-08-20 2014-06-10
16 SHS TIME INC P 2012-07-25 2014-06-10
75 SHS UNION PACIFIC P 2012-06-25 2014-06-10
50 SHS WALT DISNEY CO P 2012-09-04 2014-06-09
25 SHS BERKSHIRE HATHAWAY P 2012-07-17 2014-06-06
50 SHS JPMORGAN CHASE P 2012-09-04 2014-06-05
25 SHS JPMORGAN CHASE P 2012-03-22 2014-06-05
50 SHS COSTCO WHOLESALE P 2013-04-24 2014-05-30
20 SHS AMAZON P 2013-05-01 2014-05-22
30 SHS AMAZON P 2012-11-14 2014-05-22
100 SHS ANSYS P 2012-07-09 2014-05-21
35 SHS INTERCONTINENTAL P 2012-09-05 2014-05-20
25 SHS STARBUCKS P 2012-09-04 2014-05-20
25 SHS STARBUCKS P 2012-07-13 2014-05-20
50 SHS VIACOM INC P 2011-06-14 2014-05-14
55 SHS VIACOM INC P 2011-05-31 2014-05-14
70 SHS VIACOM INC P 2010-12-23 2014-05-14
1287.95 SHS AB BOND INFL P 2012-09-04 2014-05-09
4991.24 SHS AB REAL ASSET P 2012-09-04 2014-05-09
5481.69 SHS OVERLAY A PORTFOLIO P 2010-12-21 2014-05-09
1367.45 SHS BERNSTEIN INTL P 2010-12-16 2014-05-09
112.81 SHS BERNSTEIN INTERMED P 2010-05-07 2014-05-09
241.82 SHS BERNSTEIN INTERMED P 2010-02-25 2014-05-09
298.29 SHS BERNSTEIN INTERMED P 2010-01-19 2014-05-09
273.82 SHS BERNSTEIN INTERMED P 2010-01-06 2014-05-09
293.9 SHS BERNSTEIN INTERMED P 2009-12-23 2014-05-09
294.12 SHS BERNSTEIN INTERMED P 2009-12-22 2014-05-09
294.56 SHS BERNSTEIN INTERMED P 2009-10-21 2014-05-09
196.57 SHS BERNSTEIN INTERMED P 2008-12-09 2014-05-09
1697.56 SHS BERNSTEIN INTERMED P 2007-08-30 2014-05-09
325 SHS MACYS INC P 2012-09-04 2014-05-05
25 SHS VERIZON COMM P 2012-09-04 2014-05-05
75 SHS VERIZON COMM P 2012-08-17 2014-05-05
150 SHS VERIZON COMM P 2012-07-18 2014-05-05
25 SHS ALLERGAN INC P 2013-05-01 2014-05-02
75 SHS COGNIZANT TECH P 2012-09-04 2014-04-29
100 SHS PFIZER P 2010-12-16 2014-04-29
200 SHS BOFA P 2012-12-12 2014-04-25
10 SHS AMAZON P 2012-11-14 2014-04-25
50 SHS ANSYS INC P 2012-07-09 2014-04-25
175 SHS FIDELITY NATL INFO P 2012-10-10 2014-04-24
30 SHS WALT DISNEY P 2012-09-04 2014-04-24
20 SHS DISNEY CO P 2012-02-16 2014-04-24
150 SHS REYNOLDS AMER INC P 2012-09-04 2014-04-23
40 SHS STARBUCKS CORP P 2012-07-13 2014-04-23
35 SHS STARBUCKS CORP P 2010-12-16 2014-04-23
350 SHS CIT GROUP P 2012-09-04 2014-04-21
75 SHS CIT GROUP P 2012-04-27 2014-04-21
75 SHS CIT GROUP P 2012-02-01 2014-04-21
70 SHS CITIGROUP P 2012-09-04 2014-04-14
225 SHS EATON CORP P 2012-09-04 2014-04-14
75 SHS EATON CORP P 2012-08-14 2014-04-14
80 SHS CITIGROUP P 2011-11-28 2014-04-14
50 SHS MACYS INC P 2012-09-04 2014-04-10
50 SHS MACYS INC P 2012-07-18 2014-04-10
15 SHS AMAZON P 2012-11-14 2014-04-07
25 SHS INTERCONTINENTAL P 2012-08-29 2014-04-07
20 SHS PRECISION CASTPARTS P 2012-09-04 2014-04-04
150 SHS COGNIZANT TECH SOL P 2012-09-04 2014-03-28
100 SHS SCHLUMBERGER P 2012-09-04 2014-03-27
100 SHS LIBERTY MEDIA P 2012-10-23 2014-03-24
25 SHS INTERCONTINENTAL P 2012-08-29 2014-03-14
100 SHS TJX CO P 2012-10-08 2014-03-07
25 SHS PULTE GRP P 2012-09-13 2014-03-07
300 SHS PULTE GRP P 2012-09-13 2014-03-07
475 SHS PULTE GRP P 2012-09-11 2014-03-07
15 SHS BIOGEN IDEC P 2012-09-04 2014-03-07
75 SHS PHILIP MORRIS INTL P 2012-09-04 2014-03-07
100 SHS SCHLUMBERGER P 2012-09-04 2014-03-07
25 SHS INTERCONTINENTAL P 2012-08-29 2014-03-07
781.4 SHS AB DISCOVERY P 2012-06-18 2014-03-07
125 SHS REYNOLDS AMER P 2012-05-22 2014-03-07
15 SHS WELLS FARGO P 2012-03-12 2014-03-07
65 SHS WELLS FARGO P 2012-03-08 2014-03-07
20 SHS WELLS FARGO P 2012-02-13 2014-03-07
150 SHS KROGER CO P 2012-02-03 2014-03-07
50 SHS HP CO P 2011-08-05 2014-03-07
75 SHS HP CO P 2011-06-01 2014-03-07
75 SHS HP CO P 2011-02-28 2014-03-07
3125.7 SHS OVERLAY A PORTFOLIO P 2010-12-21 2014-03-07
2836.96 SHS BERNSTEIN INTL PORT P 2010-12-16 2014-03-07
850 SHS CONAGRA FOODS INC P 2013-01-09 2014-03-07
75 SHS CHEVRON CORP P 2012-09-04 2014-02-20
175 SHS NOBLE ENERGY P 2012-09-04 2014-02-20
50 SHS WALMART P 2012-09-04 2014-02-20
25 SHS CHEVRON P 2012-08-17 2014-02-20
75 SHS WALMART P 2012-08-16 2014-02-20
100 SHS WALMART P 2012-05-21 2014-02-20
300 SHS AMDOCS P 2013-02-07 2014-02-19
100 SHS FIDELITY NATL INFO P 2012-10-10 2014-02-14
10 SHS BIOGEN IDEC P 2012-09-04 2014-02-14
5 SHS BIOGEN IDEC P 2012-08-23 2014-02-14
70 SHS LINKEDIN CORP P 2012-11-07 2014-02-12
85 SHS NOBLE ENERGY P 2012-09-04 2014-02-12
30 SHS LYONDELLBASELL P 2012-05-01 2014-02-12
15 SHS NOBLE ENERGY P 2011-12-28 2014-02-12
45 SHS LYONDELLBASELL P 2011-10-03 2014-02-12
100 SHS DANAHER CORP P 2010-12-16 2014-02-11
75 SHS COGNIZANT TECH P 2012-04-26 2014-02-07
70 SHS CITIGROUP P 2011-11-28 2014-02-05
30 SHS CITIGROUP P 2011-07-22 2014-02-05
55 SHS IBM CORP P 2012-09-27 2014-02-03
25 SHS IBM CORP P 2012-09-04 2014-02-03
25 SHS PHILIP MORRIS INTL P 2012-09-04 2014-02-03
50 SHS PHILIP MORRIS INTL P 2012-08-27 2014-02-03
20 SHS PRECISION CASTPARTS P 2012-09-04 2014-01-31
95 SHS CITIGROUP P 2011-07-22 2014-01-30
5 SHS CITIGROUP P 2011-07-11 2014-01-30
200 SHS PFIZER P 2010-12-16 2014-01-30
100 SHS EBAY INC P 2013-01-23 2014-01-27
175 SHS EBAY INC P 2012-09-04 2014-01-27
20 SHS CHIPOTLE P 2012-09-04 2014-01-23
10 SHS CHIPOTLE P 2012-07-20 2014-01-23
275 SHS AT&T INC P 2012-09-04 2014-01-21
75 SHS AT&T INC P 2012-07-19 2014-01-21
25 SHS AT&T INC P 2011-11-30 2014-01-21
75 SHS SCHLUMBERGER P 2012-09-04 2014-01-10
25 SHS SCHLUMBERGER P 2012-02-09 2014-01-10
25 SHS SCHLUMBERGER P 2012-01-10 2014-01-10
45 SHS NOBLE ENERGY P 2011-12-28 2014-01-10
50 SHS NOBLE ENERGY P 2011-05-17 2014-01-10
30 SHS NOBLE ENERGY P 2011-05-13 2014-01-10
0 SHS TIME INC P 2001-01-01 2014-07-02
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 4,353   2,668 1,685
b 5,344   5,769 -425
c 11,989   14,025 -2,036
d 5,138   5,815 -677
e 3,425   3,988 -563
8,563   11,089 -2,526
15,414   19,145 -3,731
5,714   5,464 250
11,428   9,326 2,102
666   862 -196
133   201 -68
266   414 -148
139   131 8
10,410   9,676 734
4,495   3,751 744
10,410   9,533 877
2,337   2,869 -532
11,687   13,783 -2,096
3,267   3,575 -308
724   733 -9
834   846 -12
1,170   1,179 -9
17,967   18,683 -716
22,767   22,450 317
466   459 7
89   88 1
5,269   6,690 -1,421
7,690   9,138 -1,448
3,845   4,455 -610
7,690   9,310 -1,620
9,613   12,172 -2,559
15,435   19,708 -4,273
9,230   10,331 -1,101
2,695   3,593 -898
8,085   10,427 -2,342
7,509   7,061 448
3,004   2,420 584
8,153   8,857 -704
8,153   8,740 -587
11,498   13,455 -1,957
6,899   7,438 -539
2,774   2,240 534
9,498   8,446 1,052
4,894   4,055 839
10,003   9,778 225
17,858   16,443 1,415
1,332   1,342 -10
14,655   16,220 -1,565
4,894   4,824 70
8,074   7,964 110
5,506   5,509 -3
9,509   9,917 -408
7,136   5,090 2,046
6,110   4,840 1,270
19,988   16,991 2,997
4,928   5,898 0
6,048   6,727 -679
5,560   5,541 19
6,010   4,798 1,212
4,386   4,223 163
7,146   7,045 101
10,719   10,149 570
4,794   4,278 516
5,098   3,719 1,379
4,467   4,055 412
10,400   10,891 -491
11,379   11,256 123
7,221   6,452 769
17,331   14,208 3,123
8,307   4,977 3,330
19,634   19,800 -166
4,385   4,223 162
3,466   3,294 172
3,678   3,694 -16
5,494   5,309 185
8,541   8,104 437
10,754   8,288 2,466
5,891   6,358 -467
11,782   12,424 -642
5,956   5,481 475
4,907   4,150 757
5,947   5,481 466
5,290   4,840 450
6,092   5,716 376
6,420   4,673 1,747
6,390   4,977 1,413
6,780   3,593 3,187
15,470   16,656 -1,186
5,026   4,997 29
7,539   6,652 887
6,625   7,398 -773
6,625   8,162 -1,537
3,728   3,326 402
4,971   4,498 473
7,379   6,405 974
8,193   7,871 322
18,943   13,994 4,949
6,976   8,483 -1,507
11,866   9,973 1,893
19,777   15,782 3,995
5,327   5,091 236
5,003   4,855 148
8,303   7,953 350
24,909   26,347 -1,438
9,005   8,386 619
4,636   3,547 1,089
6,931   4,387 2,544
10,396   5,781 4,615
13,519   9,205 4,314
3,465   1,907 1,558
5,714   5,101 613
7,142   5,863 1,279
7,142   5,600 1,542
2,087   2,173 -86
1,065   1,470 -405
1,982   1,484 498
12,290   9,676 2,614
3,626   2,678 948
2,427   2,174 253
8,226   4,292 3,934
5,961   2,839 3,122
14,588   10,546 4,042
9,118   5,188 3,930
3,647   2,150 1,497
3,633   2,156 1,477
123   122 1
343   334 9
29,725   29,090 635
481   478 3
559   586 -27
253   266 -13
562   590 -28
211,364   219,214 -7,850
481   493 -12
1,178   1,214 -36
104,050   113,001 0
336,334   329,307 7,027
2,458   2,431 27
2,208   2,165 43
18,442   16,926 1,516
3,247   2,701 546
3,236   2,150 1,086
9,405   4,977 4,428
9,265   5,721 3,544
28,550   16,327 12,223
9,500   8,904 596
2,375   2,261 114
8,881   5,132 3,749
11,530   7,417 4,113
1,922   1,188 734
5,360   2,567 2,793
7,467   7,185 282
2,489   2,381 108
13,831   8,426 5,405
5,773   3,074 2,699
5,773   2,754 3,019
8,080   4,259 3,821
1,608   1,075 533
6,432   4,291 2,141
4,943   3,843 1,100
11,095   8,556 2,539
6,169   4,673 1,496
8,970   6,416 2,554
7,849   5,592 2,257
7,219   4,808 2,411
3,192   2,106 1,086
10,515   9,918 597
7,947   7,023 924
6,622   5,657 965
4,083   2,587 1,496
1,485   1,043 442
9,788   8,624 1,164
3,671   2,599 1,072
11,787   10,182 1,605
4,174   1,836 2,338
2,348   1,564 784
1,566   933 633
7,136   3,357 3,779
18,960   12,994 5,966
927   952 -25
6,486   3,924 2,562
3,243   1,834 1,409
3,243   1,891 1,352
8,117   6,788 1,329
5,705   5,700 5
4,942   4,349 593
9,508   9,193 315
12,923   6,117 6,806
1,175   601 574
6,210   4,049 2,161
2,805   1,952 853
4,764   3,196 1,568
644   385 259
207   132 75
368   198 170
7,640   4,259 3,381
4,273   2,476 1,797
3,212   2,113 1,099
2,800   1,842 958
1,400   1,119 281
5,780   5,403 377
6,104   4,951 1,153
9,156   6,732 2,424
7,388   5,852 1,536
6,597   4,743 1,854
1,753   1,234 519
1,753   1,327 426
4,155   2,375 1,780
4,571   2,761 1,810
5,818   2,743 3,075
14,000   14,386 -340
57,000   55,453 1,547
68,850   62,217 6,633
22,850   20,990 1,860
1,544   1,535 9
3,310   3,250 60
4,084   4,000 84
3,749   3,650 99
4,023   3,900 123
4,026   3,900 126
4,033   3,900 133
2,691   2,253 438
23,240   22,204 1,036
18,351   13,017 5,334
1,179   1,087 92
3,538   3,307 231
7,075   6,909 166
4,232   2,489 1,743
3,597   2,397 1,200
3,165   1,711 1,454
3,210   2,123 1,087
3,057   2,244 813
3,827   2,926 901
9,234   5,423 3,811
2,379   1,486 893
1,586   833 753
8,105   6,960 1,145
2,817   2,124 693
2,465   1,142 1,323
16,275   13,172 3,103
3,488   2,846 642
3,488   2,926 562
3,312   2,078 1,234
15,991   9,737 6,254
5,330   3,223 2,107
3,785   2,021 1,764
2,942   2,003 939
2,942   1,731 1,211
4,795   3,366 1,429
4,869   3,432 1,437
5,081   3,205 1,876
7,488   4,793 2,695
9,653   7,113 2,540
13,360   9,740 3,620
5,120   3,432 1,688
6,162   4,525 1,637
508   386 122
6,092   4,629 1,463
9,645   6,956 2,689
4,891   2,191 2,700
6,003   6,716 -713
9,294   7,113 2,181
5,309   3,432 1,877
8,150   5,470 2,680
6,691   5,176 1,515
717   470 247
3,108   2,031 1,077
956   613 343
6,600   3,606 2,994
1,511   1,624 -113
2,267   2,751 -484
2,267   3,266 -999
39,290   35,477 3,813
46,980   43,547 3,433
24,481   25,744 -1,263
8,594   8,339 255
11,675   7,575 4,100
3,667   3,677 -10
2,865   2,823 42
5,501   5,408 93
7,335   6,292 1,043
13,227   10,711 2,516
5,393   3,099 2,294
3,291   1,461 1,830
1,645   725 920
13,504   7,086 6,418
5,647   3,679 1,968
2,472   1,292 1,180
997   707 290
3,709   1,103 2,606
7,538   4,667 2,871
7,273   5,508 1,765
3,290   1,768 1,522
1,410   1,205 205
9,593   11,351 -1,758
4,360   4,852 -492
1,909   2,239 -330
3,819   4,507 -688
5,055   3,205 1,850
4,595   3,817 778
242   204 38
6,158   3,421 2,737
5,327   5,348 -21
9,321   8,236 1,085
10,061   5,706 4,355
5,030   3,182 1,848
9,183   10,108 -925
2,505   2,661 -156
835   720 115
6,528   5,335 1,193
2,176   1,963 213
2,176   1,771 405
2,914   2,120 794
3,238   2,182 1,056
1,943   1,314 629
3     3
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       1,685
b       -425
c       -2,036
d       -677
e       -563
      -2,526
      -3,731
      250
      2,102
      -196
      -68
      -148
      8
      734
      744
      877
      -532
      -2,096
      -308
      -9
      -12
      -9
      -716
      317
      7
      1
      -1,421
      -1,448
      -610
      -1,620
      -2,559
      -4,273
      -1,101
      -898
      -2,342
      448
      584
      -704
      -587
      -1,957
      -539
      534
      1,052
      839
      225
      1,415
      -10
      -1,565
      70
      110
      -3
      -408
      2,046
      1,270
      2,997
      0
      -679
      19
      1,212
      163
      101
      570
      516
      1,379
      412
      -491
      123
      769
      3,123
      3,330
      -166
      162
      172
      -16
      185
      437
      2,466
      -467
      -642
      475
      757
      466
      450
      376
      1,747
      1,413
      3,187
      -1,186
      29
      887
      -773
      -1,537
      402
      473
      974
      322
      4,949
      -1,507
      1,893
      3,995
      236
      148
      350
      -1,438
      619
      1,089
      2,544
      4,615
      4,314
      1,558
      613
      1,279
      1,542
      -86
      -405
      498
      2,614
      948
      253
      3,934
      3,122
      4,042
      3,930
      1,497
      1,477
      1
      9
      635
      3
      -27
      -13
      -28
      -7,850
      -12
      -36
      0
      7,027
      27
      43
      1,516
      546
      1,086
      4,428
      3,544
      12,223
      596
      114
      3,749
      4,113
      734
      2,793
      282
      108
      5,405
      2,699
      3,019
      3,821
      533
      2,141
      1,100
      2,539
      1,496
      2,554
      2,257
      2,411
      1,086
      597
      924
      965
      1,496
      442
      1,164
      1,072
      1,605
      2,338
      784
      633
      3,779
      5,966
      -25
      2,562
      1,409
      1,352
      1,329
      5
      593
      315
      6,806
      574
      2,161
      853
      1,568
      259
      75
      170
      3,381
      1,797
      1,099
      958
      281
      377
      1,153
      2,424
      1,536
      1,854
      519
      426
      1,780
      1,810
      3,075
      -340
      1,547
      6,633
      1,860
      9
      60
      84
      99
      123
      126
      133
      438
      1,036
      5,334
      92
      231
      166
      1,743
      1,200
      1,454
      1,087
      813
      901
      3,811
      893
      753
      1,145
      693
      1,323
      3,103
      642
      562
      1,234
      6,254
      2,107
      1,764
      939
      1,211
      1,429
      1,437
      1,876
      2,695
      2,540
      3,620
      1,688
      1,637
      122
      1,463
      2,689
      2,700
      -713
      2,181
      1,877
      2,680
      1,515
      247
      1,077
      343
      2,994
      -113
      -484
      -999
      3,813
      3,433
      -1,263
      255
      4,100
      -10
      42
      93
      1,043
      2,516
      2,294
      1,830
      920
      6,418
      1,968
      1,180
      290
      2,606
      2,871
      1,765
      1,522
      205
      -1,758
      -492
      -330
      -688
      1,850
      778
      38
      2,737
      -21
      1,085
      4,355
      1,848
      -925
      -156
      115
      1,193
      213
      405
      794
      1,056
      629
      3
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 319,278
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 . . . . . . . . . . . . . . . . 		Bracket 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?
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 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))
2013 594,940 9,605,751 0.061936
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
2 Total of line 1, column (d) ...................... 2 0.276585
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 0.055317
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 10,789,153
5 Multiply line 4 by line 3....................... 5 596,824
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 8,115
7 Add lines 5 and 6......................... 7 604,939
8 Enter qualifying distributions from Part XII, line 4.............. 8 862,378
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 (2014)
Form 990-PF (2014)
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 Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 8,115
hereBulletand 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 8,115
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 8,115
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 6,400
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 6,400
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 57
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,772
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
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.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
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
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
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....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
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?................
    6
    Yes
     
    7
    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..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    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 .
    8b
    Yes
     
    9
    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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    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) .............
    11
     
    No
    12
    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).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.BAKERSFIELDCALIFORNIANFOUNDATION.ORG
    14
    The books are in care ofbulletMICHELLE CHANTRY Telephone no.bullet (661) 395-7256
    Located atbulletPO BOX 440BAKERSFIELDCA ZIP+4bullet93302
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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
    No
    1a
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?.................
    (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.).........
    b
    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 instructions)? ........
    1b
     
     
    .........bullet
    c
    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 2014?.............
    1c
     
    No
    2
    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)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    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.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 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 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    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 2014?
    4b
     
    No
    5a
    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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    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)? ......
    5b
     
     
    .........bullet
    c
    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?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    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
    GINGER MOORHOUSE PRESIDENT
    10.00     		0 0 0
    PO BOX 440
    BAKERSFIELD,CA93302
    TRACEY COWENHOVEN VICE PRESIDENT
    30.00     		0 0 0
    PO BOX 440
    BAKERSFIELD,CA93302
    RICHARD BEENE SECRETARY/TREASURER
    0.50     		0 0 0
    PO BOX 440
    BAKERSFIELD,CA93302
    CYNTHIA ICARDO BOARD MEMBER
    0.50     		0 0 0
    PO BOX 440
    BAKERSFIELD,CA93302
    JOHN WELLS BOARD MEMBER
    0.50     		0 0 0
    PO BOX 440
    BAKERSFIELD,CA93302
    JOHN MOORHOUSE BOARD MEMBER
    0.50     		0 0 0
    PO BOX 440
    BAKERSFIELD,CA93302
    PETER COWENHOVEN BOARD MEMBER
    0.50     		0 0 0
    PO BOX 440
    BAKERSFIELD,CA93302
    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...................bullet 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.............bullet0
    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 (2014)
    Form 990-PF (2014)
    Page 8
    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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    10,839,159
    b
    Average of monthly cash balances.......................
    1b
    114,296
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,953,455
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    10,953,455
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    164,302
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,789,153
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    539,458
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    539,458
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    8,115
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,115
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    531,343
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    531,343
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    531,343
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    862,378
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    862,378
    5
    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).................
    5
    8,115
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    854,263
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 531,343
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012....... 112,722
    e From 2013....... 127,420
    fTotal of lines 3a through e......... 240,142
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 862,378
    a Applied to 2013, 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 2014 distributable amount..... 531,343
    e Remaining amount distributed out of corpus 331,035
    5 Excess distributions carryover applied to 2014. 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 5 571,177
    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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		571,177
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012.... 112,722
    d Excess from 2013.... 127,420
    e Excess from 2014.... 331,035
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    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 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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
    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 (2014)
    Form 990-PF (2014)
    Page 11
    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)
    aPaid during the year
    2ND CHANCE RANCH
    23028 CUMMINGS VALLEY RD
    TEHACHAPI,CA93561     		N/A EXEMPT ORG. PROGRAM SERVICE SUPPORT 15,000
    ARTS SCIENCE & TECHNOLOGY CORP OF TEHACHAPI
    18820 SAINT ANDREWS DR
    TEHACHAPI,CA93561     		N/A EXEMPT ORG. PROGRAM SERVICE SUPPORT 50,000
    A SAFEFURR PLACE ANIMAL RESCUE
    4208 ROSEDALE HWY STE 302-146
    BAKERSFIELD,CA93308     		N/A EXEMPT ORG. PROGRAM SERVICE SUPPORT 5,000
    ALL THE KINGS HORSES OF ROBISON RANCH
    505 N SCOTT ST
    RIDGECREST,CA93555     		N/A EXEMPT ORG. PROGRAM SERVICE SUPPORT 5,000
    ALLIANCE AGAINST FAMILY VIOLENCE
    1921 19TH ST
    BAKERSFIELD,CA93301     		N/A EXEMPT ORG. PROGRAM SERVICE SUPPORT 100,000
    BAKERSFIELD ARC
    2240 S UNION AVE
    BAKERSFIELD,CA93307     		N/A EXEMPT ORG. PROGRAM SERVICE SUPPORT 50,000
    BAKERSFIELD COLLEGE FOUNDATION
    1801 PANORAMA DR
    BAKERSFIELD,CA93305     		N/A EXEMPT ORG. PROGRAM SERVICE SUPPORT 3,500
    COLLEGE DREAM FUND
    424 PLUMTREE DR
    ARVIN,CA93203     		N/A EXEMPT ORG. PROGRAM SERVICE SUPPORT 3,200
    BAKERSFIELD PET FOOD PANTRY
    PO BOX 20801
    BAKERSFIELD,CA93390     		N/A EXEMPT ORG. PROGRAM SERVICE SUPPORT 10,025
    BAKERSFIELD SPCA
    3000 GIBSON ST
    BAKERSFIELD,CA93308     		N/A EXEMPT ORG. PROGRAM SERVICE SUPPORT 40,000
    BIT-O-HEAVEN RANCH INC
    13453 OLEN AVE
    BAKERSFIELD,CA93311     		N/A EXEMPT ORG. PROGRAM SERVICE SUPPORT 20,000
    BOYS & GIRLS CLUBS OF KERN CO
    801 NILES ST
    BAKERSFIELD,CA93385     		N/A EXEMPT ORG. PROGRAM SERVICE SUPPORT 36,000
    CALIF STATE OLD TIME FIDDLERS ASSOC
    785 TUCKER RD STE G PMB 400
    TEHACHAPI,CA93561     		N/A EXEMPT ORG. PROGRAM SERVICE SUPPORT 5,000
    DONORSCHOOSEORG
    134 WEST 37TH ST FLOOR 11
    NEW YORK,NY10018     		N/A EXEMPT ORG. PROGRAM SERVICE SUPPORT 12,000
    CATHEYS K-9 RESCUE
    PO BOX 622
    LAKE ISABELLA,CA93240     		N/A EXEMPT ORG. PROGRAM SERVICE SUPPORT 5,000
    CRITTERS WITHOUT LITTERS
    4300 STINE RD 730
    BAKERSFIELD,CA93313     		N/A EXEMPT ORG. PROGRAM SERVICE SUPPORT 20,000
    FIRST BOOK BAKERSFIELD
    PO BOX 2503
    BAKERSFIELD,CA93303     		N/A EXEMPT ORG. PROGRAM SERVICE SUPPORT 4,000
    HAVE A HEART HUMANE SOCIETY
    1121 W VALLEY BLVD STE A
    TEHACHAPI,CA93561     		N/A EXEMPT ORG. PROGRAM SERVICE SUPPORT 14,000
    FRIENDS OF THE KERN CO ANIMAL SHELTER
    PO BOX 11494
    BAKERSFIELD,CA93389     		N/A EXEMPT ORG. PROGRAM SERVICE SUPPORT 30,000
    HEALING HORSES & ARMED FORCES
    27501 CUMBERLAND
    TEHACHAPI,CA93561     		N/A EXEMPT ORG. PROGRAM SERVICE SUPPORT 5,000
    HEALTH OFFICERS ASSOC OF CA
    1100 11 ST 323
    SACRAMENTO,CA95814     		N/A EXEMPT ORG. PROGRAM SERVICE SUPPORT 7,580
    KERN AGRICULTURAL FOUNDATION
    3300 EAST BELLE TERRACE
    BAKERSFIELD,CA93307     		N/A EXEMPT ORG. PROGRAM SERVICE SUPPORT 4,000
    HELPING ANIMALS LIVE TOMORROW RESCUE
    2600 19TH ST
    BAKERSFIELD,CA93301     		N/A EXEMPT ORG. PROGRAM SERVICES SUPPORT 13,300
    KEEP BAKERSFIELD BEAUTIFUL
    4101 TRUXTUN AVE
    BAKERSFIELD,CA93309     		N/A EXEMPT ORG. PROGRAM SERVICES SUPPORT 15,000
    PEOPLE ASSISTING WASCO SHELTER (PAWS)
    1781 PRAIRIE ROSE WAY
    WASCO,CA93280     		N/A EXEMPT ORG. PROGRAM SERVICES SUPPORT 12,000
    PET MATCH MAKER CALIFORNIA
    16612 PALM AVE
    BAKERSFIELD,CA93314     		N/A EXEMPT ORG. PROGRAM SERVICES SUPPORT 10,000
    KERN COUNTY MUSEUM FOUNDATION
    3801 CHESTER AVE
    BAKERSFIELD,CA93301     		N/A EXEMPT ORG. PROGRAM SERVICES SUPPORT 150,000
    RIDGE ROUTE COMMUNITIES MUSEUM
    PO BOX 684
    FRAZIER PARK,CA93225     		N/A EXEMPT ORG. PROGRAM SERVICES SUPPORT 2,710
    THE BAKERSFIELD HOMELESS SHELTER
    1600 EAST TRUXTUN AVE
    BAKERSFIELD,CA93305     		N/A EXEMPT ORG. PROGRAM SERVICES SUPPORT 50,000
    KERN VALLEY TUTORING COMPANY
    1712 19TH STREET STE 205
    BAKERSFIELD,CA93301     		N/A EXEMPT ORG. PROGRAM SERVICES SUPPORT 5,000
    LIGHTWAVE EDUCATION
    333 PALMER DR 220
    BAKERSFIELD,CA93309     		N/A EXEMPT ORG. PROGRAM SERVICES SUPPORT 15,000
    WHISKERS PAWS HOOVES & CLAWS
    2001 FORREST ST
    BAKERSFIELD,CA93304     		N/A EXEMPT ORG. PROGRAM SERVICES SUPPORT 12,000
    MERCY FOUNDATION-BAKERSFIELD
    PO BOX 119
    BAKERSFIELD,CA93302     		N/A EXEMPT ORG. PROGRAM SERVICES SUPPORT 50,000
    READY TO START
    1300 17TH STREET
    BAKERSFIELD,CA93301     		N/A EXEMPT ORG. PROGRAM SERVICES SUPPORT 15,000
    UNITED WAY OF KERN COUNTY
    5405 STOCKDALE HWY ST 200
    BAKERSFIELD,CA93309     		N/A EXEMPT ORG. PROGRAM SERVICE SUPPORT 15,000
    Total .................................bullet 3a 809,315
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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
    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 ............     		    14 338,044  
    4 Dividends and interest from securities....     14 225,354  
    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 .............     		    18 319,278  
    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).. 0 882,676 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13882,676
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		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 (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    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
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    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
    2a
    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?...........
    b
    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) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    THE BAKERSFIELD CALIFORNIAN FOUNDATION ATTN CFO
    EIN: 95-3227803
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 24,000 24,000   0

    TY 2014 InvestmentsOtherSchedule2
    Name:
    THE BAKERSFIELD CALIFORNIAN FOUNDATION ATTN CFO
    EIN: 95-3227803
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SANFORD BERNSTEIN SECURITIES AT COST 13,372,168 13,540,094

    TY 2014 OtherDecreasesSchedule
    Name:
    THE BAKERSFIELD CALIFORNIAN FOUNDATION ATTN CFO
    EIN: 95-3227803
    Description Amount
       


    TY 2014 OtherExpensesSchedule
    Name:
    THE BAKERSFIELD CALIFORNIAN FOUNDATION ATTN CFO
    EIN: 95-3227803
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE SUPPLIES 655 0   655
    WEBSITE MAINTENANCE & SOFTWARE LICENSES 432 0   432
    MEALS & ENTERTAINMENT 226 0   226
    BANK FEES 722 0   722
    PROMOTION 4,146 0   4,146


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    THE BAKERSFIELD CALIFORNIAN FOUNDATION ATTN CFO
    EIN: 95-3227803
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 35,730 35,730   0


    TY 2014 OtherReceivablesOfficersSch
    Name:
    THE BAKERSFIELD CALIFORNIAN FOUNDATION ATTN CFO
    EIN: 95-3227803
    Travel Advance to Officers:  


    Item No. 1
    Borrower's Name THE BAKERSFIELD CALIFORNIAN INC
    Borrower's Title  
    Original Amount of Loan 6500000
    Balance Due 3068753
    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


    TY 2014 TaxesSchedule
    Name:
    THE BAKERSFIELD CALIFORNIAN FOUNDATION ATTN CFO
    EIN: 95-3227803
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES & FILING FEES 11,424 11,424   0
    PAYROLL TAXES 3,182 0   3,182