BIRTCHER FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BIRTCHER FAMILY FOUNDATION (EIN 20-1089341)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-08
- IRS object ID
- 202411909349100316
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-08T12:32:54-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18101 VON KARMAN AVE1400 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201089341 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIRTCHER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BIRT | BusinessNameControlTxt |
| Phone | 7072527930 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 HILLCREST DRIVE | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94558 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARON R BIRTCHER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7072527930 | PhoneNum |
| Signature | 2024-06-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARON | PersonFirstNm |
| Person Last | BIRTCHER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9492243300 | PhoneNum |
| Preparation | 2024-06-20 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,201,126 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,888 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $99,790 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,956 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,167 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,037,040 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,341 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,669 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $105,852 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $90,625 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $33,603 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,603 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $202 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $485 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $17,542 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,802 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $75,549 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,088 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $133,017 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $133,017 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $208,566 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,088 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $133,042 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$102,714 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $56,537 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,741 | CashBOYAmt |
| Cash EOY | $33,526 | CashEOYAmt |
| Cash EOYFMV | $33,526 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $551 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $271,035 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $271,035 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,203,799 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,896,565 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,896,565 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,240,091 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,201,126 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,201,126 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $636 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $850 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $636 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $850 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,239,455 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,200,276 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,239,455 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,200,276 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,240,091 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,201,126 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,239,455 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$102,714 | ExcessRevenueOverExpensesAmt |
| Other Increases | $63,535 | OtherIncreasesAmt |
| Subtotal | $2,200,276 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,200,276 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,037,039 | $1,040,477 | -$3,438 | -$3,438 |
| CAPITAL GAIN DISTRIBUTIONS | P | $1 | $1 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,438 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $786 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $786 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $786 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,728 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,728 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,942 | OverpaymentAmt |
| Applied To ES Tax | $3,942 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://BIRTCHERFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ARMANINO LLP | IndividualWithBooksNm |
| Phone | 9492243300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18101 VON KARMAN AVE 1400 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BARON R BIRTCHER | ||||||||
| 33347 SW LADD HILL RD | WILSONVILLE | OR | 97070 | PRESIDENT | 7.00 | $0 | $0 | $0 |
| JOANNE M BIRTCHER | ||||||||
| 2900 HILLCREST DRIVE | NAPA | CA | 94558 | VICE-PRESIDENT | 8.00 | $0 | $0 | $0 |
| CYNTHIA JENNINGS | ||||||||
| 23633 S ANGORA DRIVE | SUN LAKES | AZ | 85248 | SECRETARY | 15.00 | $20,400 | $0 | $0 |
| BRAD JAMESON | ||||||||
| 1227 SWEETBRIAR DRIVE | NAPA | CA | 94558 | TREASURER | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,169,039 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,370 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,206,409 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,206,409 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,096 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,173,313 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $108,666 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $108,666 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $786 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $786 | TotalTaxAmt |
| Distributable Before Adj | $107,880 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $107,880 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $107,880 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $133,042 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $133,042 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $107,880 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $72,066 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $41,227 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $63,233 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $94,035 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $55,915 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $326,476 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $133,042 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $107,880 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,162 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $351,638 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $72,066 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $279,572 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $41,227 | ExcessFromYear4Amt |
| Excess From Year3 | $63,233 | ExcessFromYear3Amt |
| Excess From Year2 | $94,035 | ExcessFromYear2Amt |
| Excess From Year1 | $55,915 | ExcessFromYear1Amt |
| Excess From Current Year | $25,162 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOANNE M BIRTCHER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOANNE BIRTCHER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 HILLCREST DRIVE | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94558 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7072527930 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUESTS ONLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO CHRISTIAN ORGANIZATIONS AND ENDEAVORS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MISSION E4 | |||||||
| 39 BURNSHIRT ROAD SUITE N | HUBBARDSTON | MA | 01452 | N/A | PC | TO SUPPORT CASSANGE HIGH SCHOOL BUILDING PROJECT | $5,000 |
| OPERATION MOBILIZATION USA | |||||||
| PO BOX 444 | TYRONE | GA | 30290 | N/A | PC | TO SUPPORT LAKE TANGANYIKA GOOD NEWS II SCHOOL, ZAMBIA | $15,000 |
| LIFE CHILD AFRICA FOUNDATION | |||||||
| PO BOX 77959 | FORT WORTH | TX | 76177 | N/A | PC | TO SUPPORT THE PEACE SCHOOL CLASSROOM BUILD, MOZAMBIQUE | $17,112 |
| THE MASTER'S ACADEMY INTERNATIONAL | |||||||
| 13248 ROSCOE BLVD | SUN VALLEY | CA | 91352 | N/A | PC | TO SUPPORT PHASE 3 BEREA SEMINARY, SPAIN | $25,000 |
| GRACE CHURCH NAPA VALLEY | |||||||
| 3765 SOLANO AVE | NAPA | CA | 94558 | N/A | PC | TO SUPPORT THE UGANDA COALITION KAMENGO FARM | $20,905 |
| THORNSTON EDUCATIONAL FUND | |||||||
| PO BOX 2951 | WRIGHTWOOD | CA | 92397 | N/A | PC | NEW EARTH 52 CAFE EXPANSION | $25,000 |
| AFRICA NEW DAY | |||||||
| PO BOX 295 | SEAL BEACH | CA | 90740 | N/A | PC | CHRISTIAN SCHOOL CLASSROOM EXPANSION | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $133,017 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99,790 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$6,167 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 01 | $2,669 |
| SECTION 4940 EXCISE TAX REFUND | 01 | $672 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $96,964 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $96,964 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIRTCHER GRANDCHILDREN CHARITABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 NEWPORT CTR DR 220 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (96 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| J P MORGAN EXCHANGE TRADED FUND TRUST JPMORGAN EQUITY PREMIUM INCOME ETF | $21,992 | $21,992 |
| GLENCORE PLC | $9,028 | $9,028 |
| SCHLUMBERGER LTD | $10,408 | $10,408 |
| ANHEUSER-BUSCH INBEV SA | $19,386 | $19,386 |
| BROOKFIELD CORP | $10,190 | $10,190 |
| FLEXSHARES INTERNATIONAL QUALITY DIVIDEND FD | $24,024 | $24,024 |
| GSK PLC AMERICAN DEPOSITARY SHARES | $17,641 | $17,641 |
| J P MORGAN EXCHANGE TRADED FD TR BETABUILDERS JAPAN ETF NEW | $13,130 | $13,130 |
| MEDTRONIC PLC | $19,442 | $19,442 |
| NVENT ELECTRIC PLC | $13,295 | $13,295 |
| NXP SEMICONDUCTORS N V | $11,484 | $11,484 |
| SANOFI | $7,460 | $7,460 |
| SENSATA TECHNOLOGIES | $13,150 | $13,150 |
| SHELL PLC | $13,160 | $13,160 |
| TECHNIPFMC PLC | $12,084 | $12,084 |
| APPLIED MATERIALS INC | $16,207 | $16,207 |
| CISCO SYSTEMS INC | $15,156 | $15,156 |
| COMCAST CORP | $15,348 | $15,348 |
| CVS HEALTH CORPORATION | $19,661 | $19,661 |
| FISERV INC | $13,284 | $13,284 |
| JOHNSON & JOHNSON | $15,674 | $15,674 |
| LAZARD GLOBAL LISTED INFRASTRUCTURE PORT INSTL | $30,848 | $30,848 |
| PAYPAL HOLDINGS INC COM | $8,106 | $8,106 |
| QUALCOMM INC | $7,232 | $7,232 |
| SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF | $38,065 | $38,065 |
| UNITED PARCEL SVC INC CL B | $15,723 | $15,723 |
| YUM CHINA HOLDINGS INC COM | $8,995 | $8,995 |
| AMERICAN INTERNATIONAL GROUP INC | $10,163 | $10,163 |
| BAKER HUGHES COMPANY CLASS A COMMON STOCK | $9,400 | $9,400 |
| BANK NEW YORK MELLON CORP | $10,410 | $10,410 |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A | $15,106 | $15,106 |
| CONAGRA BRANDS INC | $11,464 | $11,464 |
| COREBRIDGE FINANCIAL INC COMMON STOCK | $9,184 | $9,184 |
| CORTEVA INC COMMON STOCK | $9,201 | $9,201 |
| DEVON ENERGY CORPORATION NEW | $9,060 | $9,060 |
| EDISON INTERNATIONAL | $12,511 | $12,511 |
| EXPEDIA GROUP INC COMMON STOCK | $15,179 | $15,179 |
| GLOBAL X FDS GLOBAL X MLP AND ENERGY INFRASTRUCTURE ETF | $8,924 | $8,924 |
| HEWLETT PACKARD ENTERPRISE COMPANY COM | $12,718 | $12,718 |
| MAINSTAY CBRE GLOBAL INFRSTRCTR MEGATRENDS TERM FD | $8,437 | $8,437 |
| MOSAIC COMPANY | $7,146 | $7,146 |
| TRUIST FINANCIAL CORPORATION COMMON STOCK | $11,076 | $11,076 |
| J P MORGAN EXCHANGE TRADED FUND TRUST DIVERSIFIED RETURN U S SMALL CAP EQUIT | $17,622 | $17,622 |
| NORDSTROM INC | $10,055 | $10,055 |
| ACRUED INTEREST | $15,101 | $15,101 |
| BARINGS BDC INC | $18,069 | $18,069 |
| EATON VANCE SER FD INC EMRGNG MKTS DEBT OPPR FD CL I | $35,663 | $35,663 |
| CENTENE CORP DEL SR | $19,279 | $19,279 |
| M & T BK CORP | $13,564 | $13,564 |
| HCA INC SR | $19,973 | $19,973 |
| LABORATORY CORP AMER HLDGS SR NOTES | $19,660 | $19,660 |
| CELANESE US HLDGS LLC SENIOR UNSECURED NOTES | $20,124 | $20,124 |
| GENERAL MILLS INC | $19,723 | $19,723 |
| HARRIS CORP DEL | $19,643 | $19,643 |
| VULCAN MATERIALS SENIOR UNSECURED NOTES | $20,021 | $20,021 |
| AMGEN INC SENIOR UNSECURED | $20,010 | $20,010 |
| EXCELON CORP | $19,369 | $19,369 |
| T-MOBILE USA INC NT | $20,063 | $20,063 |
| CAPITAL ONE FINL CORP | $15,579 | $15,579 |
| TARGA RES PARTNERS / TARGA RES SR NT | $19,770 | $19,770 |
| MOTOROLA SOLUTIONS INC | $19,902 | $19,902 |
| JACOBS SOLUTIONS INC | $26,109 | $26,109 |
| CIGNA CORP NEW SR GLBL NT 28 | $19,827 | $19,827 |
| NETFLIX INC | $21,057 | $21,057 |
| JM SMUCKER CO | $21,051 | $21,051 |
| STANLEY BLACK & DECKER INC | $19,603 | $19,603 |
| JABIL INC | $20,434 | $20,434 |
| BROADCOM INC SR GLBL | $20,316 | $20,316 |
| LOWES COMPANIES INC | $19,912 | $19,912 |
| THE BOEING COMPANY | $20,387 | $20,387 |
| ORACLE CORP | $21,791 | $21,791 |
| G N M A PASS THRU POOL#MA9107M | $25,188 | $25,188 |
| G N M A PASS THRU POOL#MA9243M | $25,481 | $25,481 |
| BANK OF AMERICA CORP | $19,797 | $19,797 |
| JPMORGAN CHASE & CO | $20,117 | $20,117 |
| PNC FINL SVCS GROUP INC | $18,939 | $18,939 |
| SCHWAB CHARLES CORP NEW | $19,731 | $19,731 |
| FEDERAL FARM CREDIT BANK | $34,938 | $34,938 |
| WELLS FARGO BANK NATL ASSN CD | $34,909 | $34,909 |
| FEDERAL HOME LOAN BANK | $34,888 | $34,888 |
| SALLIE MAE BK SALT LAKE CITY | $39,744 | $39,744 |
| MORGAN STANLEY BK N A CD | $39,801 | $39,801 |
| BMO HARRIS BK NATL ASSN | $49,845 | $49,845 |
| MANUFACTURERS & TRADERS TRCD | $49,463 | $49,463 |
| UBS BK USA SALT LAKE CITY UT | $24,897 | $24,897 |
| SYNCHRONY BANK CD | $25,018 | $25,018 |
| AMERICAN EXPRESS NATL BK | $25,089 | $25,089 |
| BLUE RIDGE BK MARTINSVILLE VA | $50,046 | $50,046 |
| MORGAN STANLEY BK N A CD 4.9 | $50,126 | $50,126 |
| UNITED STATES TREASURY BOND 20 YEAR INFLATION INDEX BOND | $51,139 | $51,139 |
| UBS BK USA SALT LAKE CITY UT | $25,655 | $25,655 |
| FEDERAL FARM CREDIT BANK CALLABLE 01/06/24 AT 100.000 MOODY AAA S&P AA+ DUE | $24,972 | $24,972 |
| FEDERAL FARM CREDIT BANK CALLABLE 01/06/24 AT 100.000 MOODY AAA S&P AA+ DUE | $24,846 | $24,846 |
| PUBLIC STORAGE | $9,150 | $9,150 |
| UDR INC COM | $9,573 | $9,573 |
| VENTAS INC | $9,384 | $9,384 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,408 | $0 | $0 |
| WEBSITE EXPENSES | $1,064 | $0 | $0 |
| POSTAGE AND DELIVERY | $1,089 | $0 | $0 |
| MISCELLANEOUS | $241 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $2,669 | $2,669 | $2,669 |
| SECTION 4940 EXCISE TAX REFUND | $672 | $672 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $63,535 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $17,126 | $17,126 | $0 |
| LEGAL & ACCOUNTING | $16,350 | $16,350 | $0 |
| OTHER PROFESSIONAL FEES | $127 | $127 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $174 | $0 | $0 |
| FOREIGN TAXES | $3 | $485 | $0 |
| STATE TAXES | $25 | $0 | $25 |