BIRTCHER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BIRTCHER FAMILY FOUNDATION (EIN 20-1089341)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-06
- IRS object ID
- 202502799349100400
- Schema version
- 2024v5.2
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-06T00:25:43-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 SPECTRUM CENTER DR SUITE 400 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2025-10-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | 2025-10-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,043,344 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $97,681 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $86,959 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,842 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $618,358 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,063 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $105,523 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $95,022 | 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 | $20,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $34,102 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,102 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $252 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $468 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $17,931 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,931 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,021 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,021 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $75,706 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,570 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,452 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $220,176 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $220,176 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $295,882 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,570 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $261,628 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$190,359 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,452 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $33,526 | CashBOYAmt |
| Cash EOY | $66,889 | CashEOYAmt |
| Cash EOYFMV | $66,889 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $271,035 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,675 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,675 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,896,565 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,951,780 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,951,780 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,201,126 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,043,344 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,043,344 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $850 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $850 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $850 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $850 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,200,276 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,042,494 | 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 | $2,200,276 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,042,494 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,201,126 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,043,344 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,200,276 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$190,359 | ExcessRevenueOverExpensesAmt |
| Other Increases | $32,577 | OtherIncreasesAmt |
| Subtotal | $2,042,494 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,042,494 | 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 | $618,035 | $610,295 | $7,740 | $7,740 |
| CAPITAL GAIN DISTRIBUTIONS | P | $323 | $323 | $323 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,063 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $840 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $840 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $840 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,942 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,942 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,102 | OverpaymentAmt |
| Applied To ES Tax | $3,102 | 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 ADVISIORY LLC | IndividualWithBooksNm |
| Phone | 9492243319 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 744935 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900744935 | 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 (8 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/TREASURER/ED | 18.00 | $20,400 | $0 | $0 |
| BRANDON BIRTCHER | ||||||||
| 111 VIA SAN REMO | NEWPORT BEACH | CA | 92663 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RON FALSTAD | ||||||||
| 337 WOODRIDGE WAY | INCLINE VILLAGE | NV | 89451 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| WHITNEY JANISCH | ||||||||
| 5207 ANACONDA LANE | AUSTIN | TX | 78730 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NEIL PAUR | ||||||||
| 479 S WRIGHTWOOD STREET | ORANGE | CA | 92869 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRIS YARCO | ||||||||
| 15201 S LAKE RIDGE DRIVE | OREGON CITY | OR | 97045 | DIRECTOR | 3.00 | $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 | $2,148,883 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,093 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,188,976 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,188,976 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,835 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,156,141 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $107,807 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $107,807 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $840 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $840 | TotalTaxAmt |
| Distributable Before Adj | $106,967 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $106,967 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $106,967 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $261,628 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $261,628 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $106,967 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $41,227 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $63,233 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $94,035 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $55,915 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,162 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $279,572 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $261,628 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $106,967 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $154,661 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $434,233 | 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 | $41,227 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $393,006 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $63,233 | ExcessFromYear4Amt |
| Excess From Year3 | $94,035 | ExcessFromYear3Amt |
| Excess From Year2 | $55,915 | ExcessFromYear2Amt |
| Excess From Year1 | $25,162 | ExcessFromYear1Amt |
| Excess From Current Year | $154,661 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
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 (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFRICA NEW DAY | |||||||
| P O BOX 295 | SEAL BEACH | CA | 90740 | N/A | PC | SCHOOL EXPANSION | $36,000 |
| GRACE CHURCH NAPA VALLEY | |||||||
| 3765 SOLANO AVENUE | NAPA | CA | 94558 | N/A | PC | SECURITY SYSTEM, REPLACEMENT CHICKS | $15,000 |
| HOPE ALIVE | |||||||
| 4360 CENTRAL AVENUE | FREMONT | CA | 94536 | N/A | PC | FACILITIES CONSTRUCTION | $10,000 |
| IDES | |||||||
| 355 PARK 2 WEST DRIVE | NOBLESVILLE | IN | 46062 | N/A | PC | VOCATIONAL TRAINING CENTER | $12,000 |
| LIFE CHILD AFRICA | |||||||
| P O BOX 77959 | FORT WORTH | TX | 76177 | N/A | PC | CLASSROOM REPAIR | $22,176 |
| NILE ORPHAN CARE | |||||||
| 405 GARDINER VIEW AVENUE | LOUISVILLE | KY | 40213 | N/A | PC | TRAINING CENTER | $15,000 |
| OPERATION MOBILIZATION USA | |||||||
| P O BOX 444 | TYRONE | GA | 302900444 | N/A | PC | MISSIONS BUILDING EXPANSION | $50,000 |
| SEA PARTNERS | |||||||
| P O BOX 271209 | FLOWER MOUND | TX | 75027 | N/A | PC | WOMEN'S DORMITORY | $10,000 |
| THE MASTER'S ACADEMY INTERNATIONAL | |||||||
| 13248 ROSCOE BLVD | SUN VALLEY | CA | 91352 | N/A | PC | TORAL FACILITY REMODEL | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $220,176 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFRICA NEW LIFE MINISTRIES INTERNATIONAL | |||||||
| 7405 SW TECH CENTER DRIVE SUITE 144 | PORTLAND | OR | 97223 | N/A | PC | LAND AND COMMUNITY PROJECTS | $30,000 |
| TRANSFORMED FOR LIFE | |||||||
| 2920 FORESTVILLE ROAD SUITE 100-70 | RALEIGH | NC | 27616 | N/A | PC | LIVING SECURITY FENCE | $18,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $48,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97,681 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,842 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $105,523 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $105,523 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (96 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| J P MORGAN EXCHANGE TRADED FUND TRUST | $23,012 | $23,012 |
| GLENCORE PLC | $10,649 | $10,649 |
| SCHLUMBERGER LTD | $11,119 | $11,119 |
| ANHEUSER-BUSCH INBEV SA | $18,726 | $18,726 |
| BROOKFIELD CORP | $14,592 | $14,592 |
| CENOVUS ENERGY INC | $7,939 | $7,939 |
| FLEXSHARES INTERNATIONAL QUALITY DIVIDEND FD | $24,015 | $24,015 |
| GSK PLC AMERICAN DEPOSITARY SHARES | $16,098 | $16,098 |
| J P MORGAN EXCHANGE TRADED FD TR BETABUILDERS JAPAN ETF NEW | $13,723 | $13,723 |
| MEDTRONIC PLC | $18,852 | $18,852 |
| NICE LTD | $9,002 | $9,002 |
| NVENT ELECTRIC PLC | $15,336 | $15,336 |
| SHELL PLC | $12,655 | $12,655 |
| SMURFIT WESTROCK PLC | $10,180 | $10,180 |
| CIGNA GROUP (THE) COMMON STOCK | $14,083 | $14,083 |
| CISCO SYSTEMS INC | $17,760 | $17,760 |
| FEDEX CORP | $9,565 | $9,565 |
| FISERV INC | $20,542 | $20,542 |
| JOHNSON & JOHNSON | $19,234 | $19,234 |
| LAZARD GLOBAL LISTED INFRASTRUCTURE PORT INSTL | $31,856 | $31,856 |
| PAYPAL HOLDINGS INC COM | $16,387 | $16,387 |
| QUALCOMM INC | $7,681 | $7,681 |
| SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF | $40,980 | $40,980 |
| UNITED PARCEL SVC INC CL B | $12,610 | $12,610 |
| YUM CHINA HOLDINGS INC COM | $10,212 | $10,212 |
| AMERICAN INTERNATIONAL GROUP INC | $10,920 | $10,920 |
| BAKER HUGHES COMPANY CLASS A COMMON STOCK | $17,392 | $17,392 |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A | $15,380 | $15,380 |
| CONAGRA BRANDS INC | $11,933 | $11,933 |
| COREBRIDGE FINANCIAL INC COMMON STOCK | $12,690 | $12,690 |
| CORTEVA INC COMMON STOCK | $13,670 | $13,670 |
| DEVON ENERGY CORPORATION NEW | $6,546 | $6,546 |
| EDISON INTERNATIONAL | $13,972 | $13,972 |
| EXPEDIA GROUP INC COMMON STOCK | $21,428 | $21,428 |
| ETF SERIES SOLNS BAHL & GAYNOR SMALL MID CAP INC GROWTH ETF | $19,497 | $19,497 |
| GLOBAL X FDS GLOBAL X MLP AND ENERGY INFRASTRUCTURE ETF | $12,112 | $12,112 |
| HEWLETT PACKARD ENTERPRISE COMPANY COM | $15,991 | $15,991 |
| KEURIG DR PEPPER INC | $17,120 | $17,120 |
| MGM RESORTS INTERNATIONAL | $8,281 | $8,281 |
| TRUIST FINANCIAL CORPORATION COMMON STOCK | $13,014 | $13,014 |
| ACRUED INTEREST | $14,515 | $14,515 |
| BARINGS BDC INC | $20,154 | $20,154 |
| SPDR SER TR S&P BIOTECH ETF | $8,646 | $8,646 |
| EATON VANCE SER FD INC EMRGNG MKTS DEBT OPPR FD CL I | $37,558 | $37,558 |
| CENTENE CORP DEL SR | $19,404 | $19,404 |
| M & T BK CORP | $14,905 | $14,905 |
| CELANESE US HLDGS LLC SENIOR UNSECURED NOTES | $20,014 | $20,014 |
| PLAINS ALL AMERICAN PIPE JR. | $14,889 | $14,889 |
| WELLS FARGO & CO | $19,964 | $19,964 |
| GENERAL MILLS INC | $19,947 | $19,947 |
| AMGEN INC SENIOR UNSECURED | $20,000 | $20,000 |
| T-MOBILE USA INC NT | $20,086 | $20,086 |
| CAPITAL ONE FINL CORP | $15,566 | $15,566 |
| TARGA RES PARTNERS / TARGA RES SR NT | $19,784 | $19,784 |
| MOTOROLA SOLUTIONS INC | $19,816 | $19,816 |
| JACOBS SOLUTIONS INC | $26,027 | $26,027 |
| CIGNA CORP NEW SR GLBL NT 28 | $19,599 | $19,599 |
| NETFLIX INC | $20,728 | $20,728 |
| JM SMUCKER CO | $20,723 | $20,723 |
| JABIL INC | $20,180 | $20,180 |
| EXELON CORP SENIOR UNSECURED NOTES ORIGINAL ISSUE DISCOUNT | $20,098 | $20,098 |
| CAMPBELL SOUP CO | $15,138 | $15,138 |
| BROADCOM INC SR GLBL | $20,003 | $20,003 |
| LOWES COMPANIES INC | $19,619 | $19,619 |
| THE BOEING COMPANY | $19,712 | $19,712 |
| L3HARRIS TECHNOLOGIES INC SR UNSECURED NOTES ORIG ISSUE DISCOUNT | $20,034 | $20,034 |
| ORACLE CORP | $21,208 | $21,208 |
| G N M A PASS THRU POOL#MA9328M | $20,803 | $20,803 |
| GNMA REMIC TRUST | $24,453 | $24,453 |
| GINNIE MAE REMIC TRUST SER 2024-022 CL KA | $9,372 | $9,372 |
| G N M A PASS THRU POOL#MA9107M | $18,883 | $18,883 |
| G N M A PASS THRU POOL#MA9243M | $16,571 | $16,571 |
| G N M A PASS THRU POOL#MA9489M | $19,552 | $19,552 |
| G N M A PASS THRU POOL#MA9669M | $24,631 | $24,631 |
| GINNIE MAE REMIC TRUST SER 2024-142 CL KA | $24,970 | $24,970 |
| G N M A PASS THRU POOL#MA9907M | $24,972 | $24,972 |
| PPL CAP FDG INC | $15,007 | $15,007 |
| BANK OF AMERICA CORP | $20,169 | $20,169 |
| PNC FINL SVCS GROUP INC | $19,966 | $19,966 |
| SCHWAB CHARLES CORP NEW | $19,875 | $19,875 |
| SALLIE MAE BK SALT LAKE CITY | $40,002 | $40,002 |
| MORGAN STANLEY BK N A CD | $40,019 | $40,019 |
| BMO HARRIS BK NATL ASSN | $50,089 | $50,089 |
| MANUFACTURERS & TRADERS TRCD | $50,046 | $50,046 |
| UBS BK USA SALT LAKE CITY UT | $25,201 | $25,201 |
| SYNCHRONY BANK CD | $25,321 | $25,321 |
| AMERICAN EXPRESS NATL BK | $25,403 | $25,403 |
| BLUE RIDGE BK MARTINSVILLE VA | $50,922 | $50,922 |
| MORGAN STANLEY BK N A CD 4.9 | $50,982 | $50,982 |
| UNITED STATES TREASURY BOND 20 YEAR INFLATION INDEX BOND | $52,344 | $52,344 |
| UBS BK USA SALT LAKE CITY UT | $25,888 | $25,888 |
| FEDERAL HOME LOAN BANK CALLABLE 04/01/25 | $29,930 | $29,930 |
| FEDERAL HOME LOAN BANKS CALLABLE 02/13/26 | $25,101 | $25,101 |
| FEDERAL FARM CREDIT BANK CALLABLE 03/25/25 | $24,775 | $24,775 |
| UDR INC COM | $10,853 | $10,853 |
| VENTAS INC | $20,609 | $20,609 |
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 | $1,408 |
| WEBSITE EXPENSES | $727 | $0 | $727 |
| POSTAGE AND DELIVERY | $75 | $0 | $75 |
| MISCELLANEOUS | $811 | $0 | $811 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $32,577 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $16,813 | $16,813 | $0 |
| LEGAL & ACCOUNTING | $17,200 | $17,200 | $0 |
| OTHER PROFESSIONAL FEES | $89 | $89 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $144 | $0 | $0 |
| FOREIGN TAXES | $8 | $468 | $0 |
| STATE TAXES | $100 | $0 | $100 |