BIRTCHER FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BIRTCHER FAMILY FOUNDATION (EIN 20-1089341)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-24
- IRS object ID
- 201912979349100421
- Schema version
- 2018v3.1
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-24T17:58:37-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 AVENUE 1400 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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) |
|---|---|---|
| In Care Of | % RONALD E BIRTCHER | InCareOfNm |
| Business Name Control | BIRT | BusinessNameControlTxt |
| Phone | 7072527930 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3379 SOLANO AVE PMB 1200 | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94558 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD E BIRTCHER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9492243300 | PhoneNum |
| Signature | 2019-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL N JENNINGS | PreparerPersonNm |
| PTIN | P00157964 | PTIN |
| Phone | 9492243300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.111.205.16 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 33884920192975000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-10-24 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FB2DC548930672C634CCE969BDEA05F01B23D1E5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CEE7DA431612BE594F8741E189901C2D5192E2A4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,499,427 | 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 | $50,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $64,585 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,585 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,679 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $47,679 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,679 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $162,264 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $112,264 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $37,637 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,637 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $500 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $10,992 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,000 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $64,629 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,637 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $214,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $214,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $278,729 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,637 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $214,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$116,465 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $74,627 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $44,549 | CashBOYAmt |
| Cash EOY | $9,728 | CashEOYAmt |
| Cash EOYFMV | $9,728 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $481,700 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $221,908 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $221,908 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,347,011 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,267,791 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,267,791 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,873,260 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,499,427 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,499,427 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,873,260 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,499,427 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,873,260 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,499,427 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,873,260 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,499,427 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,873,260 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$116,465 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,756,795 | SubtotalAmt |
| Other Decreases | $257,368 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,499,427 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| BNY MELLON #10571629200 STCG | P | $7,065 | $7,065 | $7,065 |
| BNY MELLON #10571629200 LTCG | P | $39,869 | $39,869 | $39,869 |
| CAPITAL GAIN DIVIDENDS | P | $745 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,679 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $69,844 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,752,404 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039856 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $46,925 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $853,027 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05501 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $44,135 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $883,479 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049956 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $52,011 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $961,527 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054092 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,810 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,013,516 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.024479 | DistributionYr5Rt |
| Total Distribution | 0.223393 | TotalDistributionRt |
| Average Distribution | 0.044679 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,698,110 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $120,549 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $746 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $121,295 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $214,100 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $746 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $746 | SubtotalAmt |
| Tax Based On Investment Income | $746 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $904 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $904 | TotalPaymentsAndCreditsAmt |
| Overpayment | $158 | OverpaymentAmt |
| Applied To ES Tax | $158 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://BIRTCHERFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD E BIRTCHER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7072527930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3379 SOLANO AVE PMB 1200 | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94558 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| RONALD E BIRTCHER | ||||||||
| 3379 SOLANO AVE PMB 1200 | NAPA | CA | 94558 | PRESIDENT | 20.0 | $0 | $0 | $0 |
| JOANNE M BIRTCHER | ||||||||
| 3379 SOLANO AVE PMB 1200 | NAPA | CA | 94558 | VICE-PRESIDENT | 8.0 | $0 | $0 | $0 |
| CYNTHIA JENNINGS | ||||||||
| 3379 SOLANO AVE PMB 1200 | NAPA | CA | 94558 | SECRETARY | 4.0 | $12,500 | $0 | $0 |
| BILL LONG | ||||||||
| 3379 SOLANO AVE PMB 1200 | NAPA | CA | 94558 | TREASURER | 0.5 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,713,923 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,275 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,739,198 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,739,198 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,088 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,698,110 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $134,906 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $134,906 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $746 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $746 | TotalTaxAmt |
| Distributable Before Adj | $134,160 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $134,160 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $134,160 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $214,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $214,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $746 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $213,354 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $134,160 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,874 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Qualifying Distributions | $214,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,874 | AppliedToYear1Amt |
| Applied To Current Year | $134,160 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $72,066 | RemainingDistriFromCorpusAmt |
| Total Corpus | $72,066 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $72,066 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $72,066 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONALD E BIRTCHER | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RONALD E BIRTCHER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3379 SOLANO AVE PMB 1200 | 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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WORLD CHRISTIAN OUTREACH | |||||||
| 708 AVENIDA DE LA ESTRELLA | SAN CLEMENTE | CA | 92672 | NONE | PC | FOR DORMITORY construction at the SECONDARY SCHOOL FOR ORPHANS IN TANZANIA. | $70,000 |
| GRACE CHURCH | |||||||
| 3765 SOLANO AVE | NAPA | CA | 94558 | NONE | PC | FOR UGANDA TRACTOR. | $34,100 |
| REACHING BEYOND OURSELVES | |||||||
| 45 GOLF VIEW DRIVE | DOVE CANYON | CA | 92679 | NONE | PC | FOR RICHARD ROBINSON MEMORIAL CHAPEL IN kitale city, KENYA. | $60,000 |
| THORNSTON EDUCATIONAL FUND | |||||||
| PO BOX 2951 | WRIGHTWOOD | CA | 92397 | NONE | PC | to equip teams of educators who will establish programs within the migrant worker school communities and home town villages. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $214,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,585 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $47,679 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $112,264 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $112,264 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | RONALD AND JOANNE BIRTCHER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3379 SOLANO AVE PMB 1200 | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94558 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHURCH DEVELOPMENT FUND | $105,870 | $105,870 |
| BNY MELLON #9200 | $2,128,779 | $2,128,779 |
| CARTER VALIDUS | $0 | $0 |
| SIERRA | $33,015 | $33,015 |
| FIDELITY | $127 | $127 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CY MARK TO MARKET ADJ - INVESTMENTS | Desc |
| Amt | $257,368 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| LICENSES AND PERMITS | $160 |
| INSURANCE | $1,371 |
| OFFICE SUPPLIES | $1,193 |
| DUES AND SUBSCRIPTIONS | $276 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISORY FEES | $25,742 | $25,742 |
| LEGAL & ACCOUNTING | $11,895 | $11,895 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $500 | Amt |