Form990-PF
Click to see attachment

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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE BOLTHOUSE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 20157
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BAKERSFIELD, CA93390
A Employer identification number

77-0186343
B Telephone number (see instructions)

(661) 334-1915
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$57,811,872J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 68,026,544
2 Check bullet.............
3 Interest on savings and temporary cash investments 59,888 59,888  
4 Dividends and interest from securities... 637,001 637,001  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 11,596,157
b Gross sales price for all assets on line 6a 22,035,065
7 Capital gain net income (from Part IV, line 2)... 14,098,928
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........ 80,319,590 14,795,817  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 15,628 0   15,628
c Other professional fees (attach schedule).... Click to see attachment 148,810 148,810   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 146,886 0   146,886
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 19,661 0   19,661
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 182,377 0   182,377
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 513,362 148,810   364,552
25 Contributions, gifts, grants paid....... 18,050,000 18,050,000
26 Total expenses and disbursements. Add lines 24 and 25 18,563,362 148,810   18,414,552
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 61,756,228
b Net investment income (if negative, enter -0-) 14,647,007
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 27,237 82,069 82,069
2 Savings and temporary cash investments......... 5,551,452 36,534,947 36,534,947
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet   628,562    
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
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.......... 4,090    
10a Investments—U.S. and state government obligations (attach schedule) 203,372 Click to see attachment155,158 155,158
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)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment275 Click to see attachment21,039,698 Click to see attachment21,039,698
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,414,988 57,811,872 57,811,872
Liabilities 17 Accounts payable and accrued expenses.......... 5,425 223,334
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)......... 5,425 223,334
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 6,409,563 57,588,538
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 6,409,563 57,588,538
31 Total liabilities and net assets/fund balances (see instructions). 6,414,988 57,811,872
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
6,409,563
2
Enter amount from Part I, line 27a .....................
2
61,756,228
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
68,165,791
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
10,577,253
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
57,588,538
Form 990-PF (2018)
Form 990-PF (2018)
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 BOLTHOUSE FIXED INCOME LTD PARTNERSHIP D    
b BOLTHOUSE FIXED INCOME LTD PARTNERSHIP D    
c BOLTHOUSE EQUITY LIMITED PARTNERSHIP D    
d BOLTHOUSE EQUITY LIMITED PARTNERSHIP D    
e 190 SHS BLACKROCK INC D 2018-06-30 2018-07-10
1040 SHS COMCAST CORP NEW CL A D 2018-06-30 2018-07-10
750 SHS HONEYWELL INTERNATIONAL D 2018-06-30 2018-07-10
1435 SHS LOWES COMPANIES INC D 2018-06-30 2018-07-10
1005 SHS MICROSOFT CORP D 2018-06-30 2018-07-10
420 SHS RAYTHEON CO COM NEW D 2018-06-30 2018-07-10
86 SHS BLACKROCK INC D 2018-06-30 2018-07-10
2810 SHS COMCAST CORP NEW CL A D 2018-06-30 2018-07-10
130 SHS HONEYWELL INTERNATIONAL D 2018-06-30 2018-07-10
486 SHS LOWES COMPANIES INC D 2018-06-30 2018-07-10
251 SHS MICROSOFT CORP D 2018-06-30 2018-07-10
390 SHS RAYTHEON CO COM NEW D 2018-06-30 2018-07-10
1755 SHS TEXAS INSTRUMENTS INC D 2018-06-30 2018-07-10
920 SHS MICROSOFT CORP D 2018-06-30 2018-07-10
259 SHS RAYTHEON CO COM NEW D 2018-06-30 2018-07-10
393 SHS TEXAS INSTRUMENTS INC D 2018-06-30 2018-07-10
517 SHS HONEYWELL INTERNATIONAL D 2018-06-30 2018-07-10
1440 SHS HASBRO INC D 2018-06-30 2018-07-10
645 SHS ABBOTT LABORATORIES D 2018-06-30 2018-07-12
336 SHS ACCENTURE LTD CL A D 2018-06-30 2018-07-12
463 SHS ARTHUR J GALLAGHER & CO D 2018-06-30 2018-07-12
3388 SHS ALPS ALERIAN MLP ETF D 2018-06-30 2018-07-09
744 SHS BB&T CORP D 2018-06-30 2018-07-12
879 SHS BCE INC COM D 2018-06-30 2018-07-12
238 SHS BECTON DICKINSON AND CO D 2018-06-30 2018-07-12
294 SHS COLGATE-PALMOLIVE CO D 2018-06-30 2018-07-12
145 SHS CHEVRON CORPORATION D 2018-06-30 2018-07-12
25 SHS DEERE & CO D 2018-06-30 2018-07-09
245 SHS DEERE & CO D 2018-06-30 2018-07-12
167 SHS DIAGEO PLC ADR D 2018-06-30 2018-07-12
620 SHS EVERSOURCE ENERGY D 2018-06-30 2018-07-12
318 SHS GENUINE PARTS CO D 2018-06-30 2018-07-12
145 SHS INTERNATIONAL BUSINESS MACHINES CORP D 2018-06-30 2018-07-12
978 SHS INTEL CORP D 2018-06-30 2018-07-12
271 SHS JOHNSON & JOHNSON D 2018-06-30 2018-07-12
583 SHS COCA COLA COMPANY D 2018-06-30 2018-07-12
611 SHS LEGGETT & PLATT INC D 2018-06-30 2018-07-12
183 SHS LOCKHEED MARTIN CORP D 2018-06-30 2018-07-12
543 SHS LOWES COMPANIES INC D 2018-06-30 2018-07-12
198 SHS 3M COMPANY D 2018-06-30 2018-07-12
689 SHS MICROSOFT CORP D 2018-06-30 2018-07-12
352 SHS NESTLE SA ORD D 2018-06-30 2018-07-12
326 SHS NOVARTIS A G SPON ADR D 2018-06-30 2018-07-12
366 SHS OMNICOM GROUP INC D 2018-06-30 2018-07-12
746 SHS ORACLE CORPORATION D 2018-06-30 2018-07-12
807 SHS PFIZER INCORPORATED D 2018-06-30 2018-07-12
191 SHS PROCTER & GAMBLE CO D 2018-06-30 2018-07-12
282 SHS PPG INDUSTRIES INC D 2018-06-30 2018-07-12
348 SHS AT&T CORP D 2018-06-30 2018-07-12
235 SHS UNITED TECHNOLOGIES CORP D 2018-06-30 2018-07-12
444 SHS V F CORP D 2018-06-30 2018-07-12
519 SHS VERIZON COMMUNICATIONS D 2018-06-30 2018-07-12
583 SHS WELLS FARGO & CO D 2018-06-30 2018-07-12
273 SHS EXXON MOBIL CORPORATION D 2018-06-30 2018-07-12
345 SHS PFIZER INCORPORATED D 2018-06-30 2018-07-12
57 SHS EXXON MOBIL CORPORATION D 2018-06-30 2018-07-12
335 SHS LOCKHEED MARTIN CORP D 2018-06-30 2018-07-10
552 SHS CISCO SYSTEMS INC D 2018-06-30 2018-07-12
831 SHS TRAVELERS CO INC D 2018-06-30 2018-07-10
112 SHS PARKER HANNIFIN CP D 2018-06-30 2018-07-12
111 SHS PARKER HANNIFIN CP D 2018-06-30 2018-07-12
97 SHS ACCENTURE LTD CL A D 2018-06-30 2018-07-09
35 SHS ACCENTURE LTD CL A D 2018-06-30 2018-07-12
140 SHS ARTHUR J GALLAGHER & CO D 2018-06-30 2018-07-09
444 SHS ARTHUR J GALLAGHER & CO D 2018-06-30 2018-07-12
3534 SHS ALPS ALERIAN MLP ETF D 2018-06-30 2018-07-09
175 SHS BB&T CORP D 2018-06-30 2018-07-12
927 SHS BCE INC COM D 2018-06-30 2018-07-12
81 SHS BECTON DICKINSON AND CO D 2018-06-30 2018-07-09
13 SHS BECTON DICKINSON AND CO D 2018-06-30 2018-07-12
446 SHS COLGATE-PALMOLIVE CO D 2018-06-30 2018-07-12
353 SHS CISCO SYSTEMS INC D 2018-06-30 2018-07-09
891 SHS CISCO SYSTEMS INC D 2018-06-30 2018-07-12
366 SHS CHEVRON CORPORATION D 2018-06-30 2018-07-12
295 SHS DIAGEO PLC ADR D 2018-06-30 2018-07-12
356 SHS EVERSOURCE ENERGY D 2018-06-30 2018-07-12
256 SHS GENUINE PARTS CO D 2018-06-30 2018-07-12
41 SHS INTERNATIONAL BUSINESS MACHINES CORP D 2018-06-30 2018-07-12
299 SHS JOHNSON & JOHNSON D 2018-06-30 2018-07-12
726 SHS COCA COLA COMPANY D 2018-06-30 2018-07-12
13 SHS LOCKHEED MARTIN CORP D 2018-06-30 2018-07-09
19 SHS LOCKHEED MARTIN CORP D 2018-06-30 2018-07-12
136 SHS LOWES COMPANIES INC D 2018-06-30 2018-07-09
90 SHS LOWES COMPANIES INC D 2018-06-30 2018-07-12
108 SHS 3M COMPANY D 2018-06-30 2018-07-12
359 SHS MICROSOFT CORP D 2018-06-30 2018-07-09
118 SHS MICROSOFT CORP D 2018-06-30 2018-07-12
346 SHS NESTLE SA ORD D 2018-06-30 2018-07-12
316 SHS NOVARTIS A G SPON ADR D 2018-06-30 2018-07-12
272 SHS OMNICOM GROUP INC D 2018-06-30 2018-07-12
24 SHS ORACLE CORPORATION D 2018-06-30 2018-07-09
585 SHS ORACLE CORPORATION D 2018-06-30 2018-07-12
1017 SHS PFIZER INCORPORATED D 2018-06-30 2018-07-12
369 SHS PROCTER & GAMBLE CO D 2018-06-30 2018-07-12
1 SHS PARKER HANNIFIN CP D 2018-06-30 2018-07-09
162 SHS PARKER HANNIFIN CP D 2018-06-30 2018-07-12
332 SHS PHILIP MORRIS INTL INC D 2018-06-30 2018-07-12
183 SHS PPG INDUSTRIES INC D 2018-06-30 2018-07-12
904 SHS AT&T CORP D 2018-06-30 2018-07-12
103 SHS UNITED TECHNOLOGIES CORP D 2018-06-30 2018-07-12
447 SHS V F CORP D 2018-06-30 2018-07-12
584 SHS VERIZON COMMUNICATIONS D 2018-06-30 2018-07-12
263 SHS WELLS FARGO & CO D 2018-06-30 2018-07-12
376 SHS EXXON MOBIL CORPORATION D 2018-06-30 2018-07-12
344 SHS EVERSOURCE ENERGY D 2018-06-30 2018-07-12
156 SHS JOHNSON & JOHNSON D 2018-06-30 2018-07-12
179 SHS PHILIP MORRIS INTL INC D 2018-06-30 2018-07-12
204 SHS RAYTHEON CO COM NEW D 2018-06-30 2018-07-12
10 SHS RAYTHEON CO COM NEW D 2018-06-30 2018-07-09
108 SHS RAYTHEON CO COM NEW D 2018-06-30 2018-07-12
253 SHS PROCTER & GAMBLE CO D 2018-06-30 2018-07-12
445 SHS AT&T CORP D 2018-06-30 2018-07-12
3706 SHS CISCO SYSTEMS INC D 2018-06-30 2018-07-10
460 SHS JPMORGAN CHASE & CO D 2018-06-30 2018-07-12
87 SHS JPMORGAN CHASE & CO D 2018-06-30 2018-07-12
662 SHS AMGEN INCORPORATED D 2018-06-30 2018-07-10
181 SHS OCCIDENTAL PETROLEUM CORP D 2018-06-30 2018-07-12
46 SHS OCCIDENTAL PETROLEUM CORP D 2018-06-30 2018-07-09
538 SHS OCCIDENTAL PETROLEUM CORP D 2018-06-30 2018-07-12
955 SHS BECTON DICKINSON AND CO D 2018-06-30 2018-07-10
956 SHS UNITED HEALTHCARE CORP D 2018-06-30 2018-07-10
138 SHS JOHNSON & JOHNSON D 2018-06-30 2018-07-12
1143 SHS JPMORGAN CHASE & CO D 2018-06-30 2018-07-10
430 SHS TEXAS INSTRUMENTS INC D 2018-06-30 2018-07-12
1127 SHS JPMORGAN CHASE & CO D 2018-06-30 2018-07-10
77 SHS APPLE INC D 2018-06-30 2018-07-09
187 SHS APPLE INC D 2018-06-30 2018-07-12
384 SHS ABBOTT LABORATORIES D 2018-06-30 2018-07-12
349 SHS INTERNATIONAL BUSINESS MACHINES CORP D 2018-06-30 2018-07-12
2 SHS TEXAS INSTRUMENTS INC D 2018-06-30 2018-07-09
207 SHS TEXAS INSTRUMENTS INC D 2018-06-30 2018-07-12
274 SHS EXXON MOBIL CORPORATION D 2018-06-30 2018-07-12
449 SHS CISCO SYSTEMS INC D 2018-06-30 2018-07-10
255 SHS NOVARTIS A G SPON ADR D 2018-06-30 2018-07-12
188 SHS UNITED TECHNOLOGIES CORP D 2018-06-30 2018-07-12
298 SHS WELLS FARGO & CO D 2018-06-30 2018-07-12
209 SHS NOVARTIS A G SPON ADR D 2018-06-30 2018-07-12
9 SHS UNITED TECHNOLOGIES CORP D 2018-06-30 2018-07-09
191 SHS UNITED TECHNOLOGIES CORP D 2018-06-30 2018-07-12
298 SHS WELLS FARGO & CO D 2018-06-30 2018-07-12
608 SHS HOME DEPOT INC D 2018-06-30 2018-07-10
189 SHS CHEVRON CORPORATION D 2018-06-30 2018-07-12
1549 SHS ANALOG DEVICES INC D 2018-06-30 2018-07-10
1149 SHS APPLE INC D 2018-06-30 2018-07-10
811 SHS ANALOG DEVICES INC D 2018-06-30 2018-07-10
72 SHS PPG INDUSTRIES INC D 2018-06-30 2018-07-12
828 SHS BB&T CORP D 2018-06-30 2018-07-12
325 SHS PPG INDUSTRIES INC D 2018-06-30 2018-07-12
699 SHS AMERICAN TOWER REIT D 2018-06-30 2018-07-10
168 SHS V F CORP D 2018-06-30 2018-07-09
73 SHS V F CORP D 2018-06-30 2018-07-12
475 SHS VERIZON COMMUNICATIONS D 2018-06-30 2018-07-12
11 SHS DIAGEO PLC ADR D 2018-06-30 2018-07-12
10 SHS PHILIP MORRIS INTL INC D 2018-06-30 2018-07-12
144 SHS BLACKROCK INC D 2018-06-30 2018-07-10
198 SHS SHS APPLE INC D 2018-06-30 2018-07-10
9 SHS APPLE INC D 2018-06-30 2018-07-09
36 SHS ABBOTT LABORATORIES D 2018-06-30 2018-07-09
69 SHS ABBOTT LABORATORIES D 2018-06-30 2018-07-12
62 SHS ALPS ALERIAN MLP ETF D 2018-06-30 2018-07-09
2944 SHS ALPS ALERIAN MLP ETF D 2018-06-30 2018-07-09
77 SHS BCE INC COM D 2018-06-30 2018-07-12
83 SHS DIAGEO PLC ADR D 2018-06-30 2018-07-09
40 SHS DIAGEO PLC ADR D 2018-06-30 2018-07-12
9 SHS NESTLE SA ORD D 2018-06-30 2018-07-09
64 SHS NESTLE SA ORD D 2018-06-30 2018-07-12
61 SHS ORACLE CORPORATION D 2018-06-30 2018-07-09
18 SHS PFIZER INCORPORATED D 2018-06-30 2018-07-09
28 SHS PFIZER INCORPORATED D 2018-06-30 2018-07-12
54 SHS PROCTER & GAMBLE CO D 2018-06-30 2018-07-12
86 SHS PHILIP MORRIS INTL INC D 2018-06-30 2018-07-12
184 SHS V F CORP D 2018-06-30 2018-07-09
96 SHS VERIZON COMMUNICATIONS D 2018-06-30 2018-07-12
1762 SHS BB&T CORP D 2018-06-30 2018-07-10
1098 SHS SUNTRUST BANKS INC D 2018-06-30 2018-07-10
1202 SHS SUNTRUST BANKS INC D 2018-06-30 2018-07-10
883 SHS WALT DISNEY COMPANRY D 2018-06-30 2018-07-10
79 SHS WATSCO INC D 2018-06-30 2018-07-12
25 SHS WATSCO INC D 2018-06-30 2018-07-09
76 SHS WATSCO INC D 2018-06-30 2018-07-12
2514 SHS MAXIM INTEGRATED PRODUCTS, INC D 2018-06-30 2018-07-10
20 SHS CHEVRON CORPORATION D 2018-06-30 2018-07-09
164 SHS CHEVRON CORPORATION D 2018-06-30 2018-07-12
266 SHS EXXON MOBIL CORPORATION D 2018-06-30 2018-07-12
200 SHS CVS CORP D 2018-06-30 2018-07-12
681 SHS AMERICAN TOWER REIT D 2018-06-30 2018-07-10
1031 SHS CISCO SYSTEMS INC D 2018-06-30 2018-07-10
74 SHS CVS CORP D 2018-06-30 2018-07-12
125 SHS CVS CORP D 2018-06-30 2018-07-12
232 SHS CVS CORP D 2018-06-30 2018-07-12
852 SHS ACCENTURE LTD CL A D 2018-06-30 2018-07-10
612 SHS STRYKER CORP D 2018-06-30 2018-07-10
1177 SHS TE CONNECTIVITY LTD D 2018-06-30 2018-07-10
213 SHS ACCENTURE LTD CL A D 2018-06-30 2018-07-10
311 SHS STRYKER CORP D 2018-06-30 2018-07-10
602 SHS TE CONNECTIVITY LTD D 2018-06-30 2018-07-10
30 SHS CVS CORP D 2018-06-30 2018-07-12
78 SHS CVS CORP D 2018-06-30 2018-07-12
766 SHS VISA INC D 2018-06-30 2018-07-10
568 SHS STARBUCKS CORP D 2018-06-30 2018-07-12
932 SHS VISA INC D 2018-06-30 2018-07-10
186 SHS TJX COMPANIES INC D 2018-06-30 2018-07-12
72 SHS TJX COMPANIES INC D 2018-06-30 2018-07-09
85 SHS TJX COMPANIES INC D 2018-06-30 2018-07-12
1911 SHS ALPS ALERIAN MLP ETF D 2018-06-30 2018-07-09
114 SHS INTERNATIONAL BUSINESS MACHINES CORP D 2018-06-30 2018-07-12
132 SHS OMNICOM GROUP INC D 2018-06-30 2018-07-12
451 SHS TE CONNECTIVITY LTD D 2018-06-30 2018-07-10
68000 SHS US TREASURY NOTE 0.875% 7/15/2018 D 2018-06-30 2018-07-15
97000 SHS US TREASURY BILL ZERO 3/29/2018 P 2017-10-23 2018-03-29
57000 SHS US TREASURY NOTE 0.75% 4/30/18 D 2017-10-23 2018-04-30
50000 SHS US TREASURY NOTE 0.875% 7/15/2018 D 2018-06-30 2018-07-15
53000 SHS US TREASURY NOTE 1.25% 10/31/2018 D 2017-11-06 2018-10-31
352 SHS ALTRIA GROUP, INC D 2018-06-30 2018-07-12
299 SHS ALTRIA GROUP, INC D 2018-06-30 2018-07-12
1266 SHS EASTMAN CHEMICAL CO D 2018-06-30 2018-07-10
97000 SHS US TREASURY NOTE 0.75% 9/30/2018 D 2018-02-09 2018-10-01
964 SHS KLA TENCOR CORP D 2018-06-30 2018-07-10
200000 SHS US TREASURY NOTE 1.375% 9/30/18 D 2018-02-22 2018-10-01
1802 SHS ABBOTT LABORATORIES D 2018-06-30 2018-07-10
211 SHS WAL-MART D 2018-06-30 2018-07-12
267 SHS WAL-MART D 2018-06-30 2018-07-12
120 SHS WAL-MART D 2018-06-30 2018-07-12
101 SHS WAL-MART D 2018-06-30 2018-07-12
575000 SHS US TREASURY BILL ZERO 7/12/2018 P 2018-06-30 2018-07-12
1086 SHS AT&T CORP D 2018-06-30 2018-07-12
16 SHS WAL-MART D 2018-06-30 2018-07-09
108 SHS WAL-MART D 2018-06-30 2018-07-12
12 SHS PHILIP MORRIS INTL INC D 2018-06-30 2018-07-09
391 SHS PHILIP MORRIS INTL INC D 2018-06-30 2018-07-12
1075 SHS BB&T CORP D 2018-06-30 2018-07-10
19 SHS BB&T CORP P 2018-07-09 2018-07-12
330 SHS BCE INC COM P 2018-07-09 2018-07-12
201 SHS COLGATE-PALMOLIVE CO P 2018-07-09 2018-07-12
163 SHS CVS CORP P 2018-07-09 2018-07-12
2523 SHS ENTERPRISE PRODUCTS PARTNERS P 2018-07-09 2018-07-12
51 SHS EVERSOURCE ENERGY P 2018-07-09 2018-07-12
86 SHS GENUINE PARTS CO P 2018-07-09 2018-07-12
49 SHS INTERNATIONAL BUSINESS P 2018-07-09 2018-07-12
62 SHS INTEL CORP P 2018-07-09 2018-07-12
29 SHS JOHNSON & JOHNSON P 2018-07-09 2018-07-12
28 SHS JPMORGAN CHASE & CO P 2018-07-09 2018-07-12
68 SHS COCA COLA COMPANY P 2018-07-09 2018-07-12
154 SHS LEGGETT & PLATT INC P 2018-07-09 2018-07-12
1 SHS 3M COMPANY P 2018-07-09 2018-07-12
407 SHS ALTRIA GROUP, INC P 2018-07-09 2018-07-12
63 SHS NOVARTIS A G SPON ADR P 2018-07-09 2018-07-12
29 SHS OMNICOM GROUP INC P 2018-07-09 2018-07-12
2997 SHS PLAINS ALL AMERICAN PIPELINE P 2018-07-09 2018-07-12
184 SHS PROCTER & GAMBLE CO P 2018-07-09 2018-07-12
28 SHS PPG INDUSTRIES INC P 2018-07-09 2018-07-12
145 SHS STARBUCKS CORP P 2018-07-09 2018-07-12
12 SHS AT&T CORP P 2018-07-09 2018-07-12
347 SHS VERIZON COMMUNICATIONS P 2018-07-09 2018-07-12
153 SHS WELLS FARGO & CO P 2018-07-09 2018-07-12
154 SHS EXXON MOBIL CORPORATION P 2018-07-09 2018-07-12
(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     42,642 -42,642
b     250,799 -250,799
c 72,310     72,310
d 11,596,549     11,596,549
e 95,800   46,202 49,598
34,583   21,374 13,209
110,730   52,213 58,517
141,858   56,143 85,715
102,925   28,148 74,777
82,130   22,713 59,417
43,362   22,821 20,541
93,442   56,320 37,122
19,193   9,887 9,306
48,044   19,293 28,751
25,706   8,764 16,942
76,264   25,406 50,858
199,859   62,603 137,256
94,220   29,216 65,004
50,647   19,775 30,872
44,755   15,262 29,493
76,330   41,936 34,394
139,279   67,523 71,756
40,458   24,474 15,984
56,456   26,043 30,413
31,654   21,793 9,861
34,811   34,219 592
38,267   26,052 12,215
37,352   35,591 1,761
58,682   25,957 32,725
19,196   19,054 142
18,007   17,893 114
3,622   2,101 1,521
34,695   20,591 14,104
24,599   21,350 3,249
36,569   25,596 10,973
29,386   25,903 3,483
21,282   20,257 1,025
50,980   23,090 27,890
34,599   25,921 8,678
26,067   23,507 2,560
27,545   18,626 8,919
57,349   25,962 31,387
53,346   26,150 27,196
39,492   26,137 13,355
71,838   25,865 45,973
28,016   25,847 2,169
25,759   24,626 1,133
28,326   26,380 1,946
35,878   26,125 9,753
30,284   25,953 4,331
15,101   14,909 192
29,224   26,020 3,204
11,196   11,174 22
29,722   26,084 3,638
37,206   26,055 11,151
26,625   26,094 531
32,579   25,982 6,597
22,589   22,585 4
12,947   10,586 2,361
4,716   4,716 0
103,321   51,355 51,966
24,005   12,650 11,355
104,234   66,940 37,294
17,791   12,606 5,185
17,633   12,635 4,998
16,071   8,118 7,953
5,881   2,929 2,952
9,531   6,512 3,019
30,355   20,652 9,703
36,311   35,693 618
9,001   6,622 2,379
39,391   37,534 1,857
19,842   9,441 10,401
3,205   1,515 1,690
29,121   28,144 977
15,011   7,688 7,323
38,747   19,406 19,341
45,453   42,358 3,095
43,454   37,073 6,381
20,998   15,710 5,288
23,657   22,562 1,095
6,018   5,728 290
38,174   27,715 10,459
32,461   27,806 4,655
3,975   2,151 1,824
5,954   3,144 2,810
13,259   6,870 6,389
8,842   4,546 4,296
21,541   14,264 7,277
36,537   13,810 22,727
12,303   4,539 7,764
27,538   26,088 1,450
24,969   23,871 1,098
21,051   20,459 592
1,115   939 176
28,135   22,883 5,252
38,165   33,045 5,120
29,174   28,947 227
160   122 38
25,734   19,712 6,022
27,678   27,125 553
18,964   18,253 711
29,084   29,042 42
13,027   12,133 894
37,458   26,553 10,905
29,959   27,738 2,221
14,697   12,260 2,437
31,111   31,106 5
20,290   14,972 5,318
19,917   14,527 5,390
14,923   14,358 565
40,254   19,598 20,656
1,969   966 1,003
21,311   10,429 10,882
20,003   19,749 254
14,317   14,289 28
158,554   95,923 62,631
48,982   27,139 21,843
9,264   5,228 4,036
128,889   104,608 24,281
15,129   14,331 798
3,919   3,706 213
44,968   43,347 1,621
233,844   136,018 97,826
244,539   107,527 137,012
17,619   13,737 3,882
122,164   76,666 45,498
49,634   22,358 27,276
120,453   70,178 50,275
14,654   8,731 5,923
35,702   21,203 14,499
24,087   14,197 9,890
51,223   43,749 7,474
223   99 124
23,894   10,287 13,607
22,672   22,102 570
19,210   11,895 7,315
20,149   18,474 1,675
23,778   18,800 4,978
16,653   14,246 2,407
16,514   15,592 922
1,141   896 245
24,157   19,023 5,134
16,653   14,262 2,391
119,888   78,080 41,808
23,472   18,899 4,573
152,007   99,145 52,862
219,273   132,339 86,934
79,585   51,731 27,854
7,461   6,736 725
42,587   32,312 10,275
33,680   30,421 3,259
99,744   79,424 20,320
13,812   9,699 4,113
6,117   4,215 1,902
24,368   23,506 862
1,620   1,123 497
834   807 27
72,606   56,494 16,112
37,786   22,998 14,788
1,713   1,039 674
2,249   1,397 852
4,328   2,678 1,650
637   626 11
30,249   29,734 515
3,272   3,118 154
12,084   8,643 3,441
5,892   4,165 1,727
722   639 83
5,094   4,542 552
2,835   2,349 486
674   592 82
1,051   921 130
4,269   4,215 54
7,170   6,944 226
15,127   9,827 5,300
4,925   4,830 95
92,084   83,362 8,722
75,737   63,762 11,975
82,910   69,589 13,321
93,392   92,547 845
14,535   11,951 2,584
4,592   3,696 896
13,983   11,235 2,748
154,308   113,317 40,991
2,520   2,165 355
20,367   17,752 2,615
22,010   21,742 268
13,489   12,870 619
97,176   86,818 10,358
44,109   35,371 8,738
4,991   4,762 229
8,431   8,044 387
15,647   14,929 718
142,294   104,724 37,570
106,707   88,424 18,283
109,832   93,718 16,114
35,574   27,049 8,525
54,225   44,217 10,008
56,176   47,315 8,861
2,023   1,931 92
5,261   5,019 242
104,987   76,573 28,414
28,748   27,747 1,001
127,739   96,818 30,921
17,621   13,438 4,183
6,892   5,250 1,642
8,052   6,198 1,854
19,635   19,301 334
16,732   16,608 124
10,216   9,970 246
42,085   38,503 3,582
68,000   68,000 0
97,000   97,000 0
57,000   57,000 0
50,000   50,000 0
53,000   53,000 0
20,590   19,990 600
17,490   16,980 510
128,289   120,848 7,441
97,000   96,712 288
102,639   98,839 3,800
200,000   199,688 312
113,329   109,904 3,425
18,244   18,072 172
23,086   22,869 217
10,376   10,278 98
8,733   8,651 82
575,000   575,000 0
34,939   34,871 68
1,383   1,351 32
9,338   9,118 220
989   977 12
32,596   31,829 767
56,180   54,223 1,957
977   997 -20
14,023   13,714 309
13,124   13,151 -27
10,993   11,127 -134
70,500   70,714 -214
3,008   3,049 -41
7,947   8,031 -84
7,192   7,058 134
3,232   3,192 40
3,702   3,674 28
2,981   2,988 -7
3,040   3,039 1
6,943   7,029 -86
199   201 -2
23,807   23,641 166
4,978   4,893 85
2,244   2,238 6
68,341   70,714 -2,373
14,548   14,410 138
2,902   2,907 -5
7,339   7,231 108
386   388 -2
17,801   17,669 132
8,550   8,700 -150
12,742   12,769 -27
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       -42,642
b       -250,799
c       72,310
d       11,596,549
e       49,598
      13,209
      58,517
      85,715
      74,777
      59,417
      20,541
      37,122
      9,306
      28,751
      16,942
      50,858
      137,256
      65,004
      30,872
      29,493
      34,394
      71,756
      15,984
      30,413
      9,861
      592
      12,215
      1,761
      32,725
      142
      114
      1,521
      14,104
      3,249
      10,973
      3,483
      1,025
      27,890
      8,678
      2,560
      8,919
      31,387
      27,196
      13,355
      45,973
      2,169
      1,133
      1,946
      9,753
      4,331
      192
      3,204
      22
      3,638
      11,151
      531
      6,597
      4
      2,361
      0
      51,966
      11,355
      37,294
      5,185
      4,998
      7,953
      2,952
      3,019
      9,703
      618
      2,379
      1,857
      10,401
      1,690
      977
      7,323
      19,341
      3,095
      6,381
      5,288
      1,095
      290
      10,459
      4,655
      1,824
      2,810
      6,389
      4,296
      7,277
      22,727
      7,764
      1,450
      1,098
      592
      176
      5,252
      5,120
      227
      38
      6,022
      553
      711
      42
      894
      10,905
      2,221
      2,437
      5
      5,318
      5,390
      565
      20,656
      1,003
      10,882
      254
      28
      62,631
      21,843
      4,036
      24,281
      798
      213
      1,621
      97,826
      137,012
      3,882
      45,498
      27,276
      50,275
      5,923
      14,499
      9,890
      7,474
      124
      13,607
      570
      7,315
      1,675
      4,978
      2,407
      922
      245
      5,134
      2,391
      41,808
      4,573
      52,862
      86,934
      27,854
      725
      10,275
      3,259
      20,320
      4,113
      1,902
      862
      497
      27
      16,112
      14,788
      674
      852
      1,650
      11
      515
      154
      3,441
      1,727
      83
      552
      486
      82
      130
      54
      226
      5,300
      95
      8,722
      11,975
      13,321
      845
      2,584
      896
      2,748
      40,991
      355
      2,615
      268
      619
      10,358
      8,738
      229
      387
      718
      37,570
      18,283
      16,114
      8,525
      10,008
      8,861
      92
      242
      28,414
      1,001
      30,921
      4,183
      1,642
      1,854
      334
      124
      246
      3,582
      0
      0
      0
      0
      0
      600
      510
      7,441
      288
      3,800
      312
      3,425
      172
      217
      98
      82
      0
      68
      32
      220
      12
      767
      1,957
      -20
      309
      -27
      -134
      -214
      -41
      -84
      134
      40
      28
      -7
      1
      -86
      -2
      166
      85
      6
      -2,373
      138
      -5
      108
      -2
      132
      -150
      -27
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 14,098,928
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))
2017 9,636,306 10,407,973 0.925858
2016 7,704,000 15,633,016 0.492803
2015 15,475,012 24,919,550 0.620999
2014 6,482,625 33,700,863 0.192358
2013 2,004,380 35,461,639 0.056522
2
Total of line 1, column (d) .....................
2
2.288540
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.457708
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
27,605,702
5
Multiply line 4 by line 3......................
5
12,635,351
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
146,470
7
Add lines 5 and 6........................
7
12,781,821
8
Enter qualifying distributions from Part XII, line 4,.............
8
18,414,552
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
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 1 146,470
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........................... 3 146,470
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- ..... 5 146,470
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 4,090
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 295,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 299,090
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 152,620
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet26,000 RefundedBullet 11 126,620
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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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.THEBOLTHOUSEFOUNDATION.ORG
    14
    The books are in care ofbulletBRIAN CONNER Telephone no.bullet (661) 334-1915

    Located atbulletPO BOX 20157BAKERSFIELDCA ZIP+4bullet93390
    15
    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
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    WILLIAM J BOLTHOUSE PRESIDENT
    1.00     		0 0 0
    PO BOX 20157
    BAKERSFIELD,CA93390
    FRED GREEN EXECUTIVE DIRECTOR
    40.00     		0 0 0
    PO BOX 20157
    BAKERSFIELD,CA93390
    ANTHONY L LEGGIO SECRETARY
    1.00     		0 0 0
    PO BOX 20157
    BAKERSFIELD,CA93390
    BRIAN CONNER TREASURER
    5.00     		0 0 0
    PO BOX 20157
    BAKERSFIELD,CA93390
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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  
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    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
    357,710
    b
    Average of monthly cash balances.......................
    1b
    17,148,655
    c
    Fair market value of all other assets (see instructions)................
    1c
    10,519,728
    d
    Total (add lines 1a, b, and c).........................
    1d
    28,026,093
    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
    28,026,093
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    420,391
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    27,605,702
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,380,285
    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.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,380,285
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    146,470
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    146,470
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,233,815
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,233,815
    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
    1,233,815
    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
    18,414,552
    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
    18,414,552
    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
    146,470
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    18,268,082
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 1,233,815
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 254,189
    b From 2014...... 4,818,380
    c From 2015...... 14,244,998
    d From 2016...... 6,926,671
    e From 2017...... 9,116,447
    fTotal of lines 3a through e........ 35,360,685
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 18,414,552
    a Applied to 2017, 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 2018 distributable amount..... 1,233,815
    e Remaining amount distributed out of corpus 17,180,737
    5 Excess distributions carryover applied to 2018. 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 52,541,422
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		254,189
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		52,287,233
    10 Analysis of line 9:
    a Excess from 2014.... 4,818,380
    b Excess from 2015.... 14,244,998
    c Excess from 2016.... 6,926,671
    d Excess from 2017.... 9,116,447
    e Excess from 2018.... 17,180,737
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    THE NATIONAL CHRISTIAN FOUNDATION
    11625 RAINWATER DRIVE SUITE 500
    ALPHARETTA,GA30004     		NONE RELIGIOUS ORGANIZATI UNRESTRICTED USE 18,050,000
    Total .................................bullet 3a 18,050,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 59,888  
    4 Dividends and interest from securities....     14 637,001  
    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 ............     		    14 11,596,157  
    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 12,293,046 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    12,293,046
    (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 (2018)
    Form 990-PF (2018)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    THE BOLTHOUSE FOUNDATION
     
    Employer identification number

    77-0186343
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    THE BOLTHOUSE FOUNDATION
          		Employer identification number
    77-0186343
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    WILLIAM AND NORA BOLTHOUSE  
    PO BOX 20157
     
    BAKERSFIELD, CA93390

    		$ 1,358,524


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    WILLIAM AND NORA BOLTHOUSE  
    PO BOX 20157
     
    BAKERSFIELD, CA93390

    		$ 63,325,544


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    THE WILLIAM AND NORA BOLTHOUSE 2005 CHARITABLE REMAINDER UNI
     
    PO BOX 20157
     
    BAKERSFIELD, CA93390

    		$ 3,342,476


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    THE BOLTHOUSE FOUNDATION
          		Employer identification number

    77-0186343
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 VARIOUS SECURITIES AND INVESTMENTS $ 63,325,544 2018-06-30
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    THE BOLTHOUSE FOUNDATION
          		Employer identification number

    77-0186343
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    THE BOLTHOUSE FOUNDATION
    EIN:
    77-0186343
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 15,628 0   15,628

    TY 2018 GeneralExplanationAttachment
    Name:
    THE BOLTHOUSE FOUNDATION
    EIN:
    77-0186343
    Identifier Return Reference Explanation
    FILED PURSUANT TO NOTICE 2004-35 990-PF THIS RETURN HAS BEEN FILED PURSUANT TO NOTICE 2004-35

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    THE BOLTHOUSE FOUNDATION
    EIN:
    77-0186343
    US Government Securities - End of Year Book Value:

    155,158
    US Government Securities - End of Year Fair Market Value:

    155,158
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2018 OtherAssetsSchedule
    Name:
    THE BOLTHOUSE FOUNDATION
    EIN:
    77-0186343
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INTEREST RECEIVABLE 275 243 243
    INTERCOMPANY RECEIVABLE 0 21,039,455 21,039,455


    TY 2018 OtherDecreasesSchedule
    Name:
    THE BOLTHOUSE FOUNDATION
    EIN:
    77-0186343
    Description Amount
    UNREALIZED LOSS ON INVESTMENTS 10,577,253


    TY 2018 OtherExpensesSchedule
    Name:
    THE BOLTHOUSE FOUNDATION
    EIN:
    77-0186343
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEE 180,000 0   180,000
    BANK CHARGES 73 0   73
    MISCELLANEOUS EXPENSES 2,304 0   2,304


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE BOLTHOUSE FOUNDATION
    EIN:
    77-0186343
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 148,810 148,810   0


    TY 2018 TaxesSchedule
    Name:
    THE BOLTHOUSE FOUNDATION
    EIN:
    77-0186343
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES AND LICENSES 329 0   329
    FOREIGN TAXES 87 0   87
    EXCISE TAX 146,470 0   146,470