BIRTCHER FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BIRTCHER FAMILY FOUNDATION (EIN 20-1089341)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-11
- IRS object ID
- 201832549349100118
- Schema version
- 2017v2.3
- 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 Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-11T12:52:39-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOLAR HIRSCH & JENNINGS 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 | 2017-01-01 | 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 | 2018-08-31 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,873,260 | 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 | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $56,016 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,016 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,985 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $400,033 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,052,031 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $56,016 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $16,022 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,022 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $800 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $13,113 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,700 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $31,635 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,022 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,244 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,244 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $101,879 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,022 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $70,244 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,950,152 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,994 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $72,146 | CashBOYAmt |
| Cash EOY | $44,549 | CashEOYAmt |
| Cash EOYFMV | $44,549 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $171,535 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $481,700 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $481,700 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $609,126 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,347,011 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,347,011 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $852,807 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,873,260 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,873,260 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $852,807 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,873,260 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $852,807 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,873,260 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $852,807 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,873,260 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $852,807 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,950,152 | ExcessRevenueOverExpensesAmt |
| Other Increases | $70,301 | OtherIncreasesAmt |
| Subtotal | $2,873,260 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,873,260 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 516 SHS AT&T INC T | P | 2015-02-03 | 2017-06-23 | $19,582 | $17,656 | $1,926 | $1,926 |
| 3,353.888 SHS BLACKROCK MULTI ASSET INCOME INVESTOR CL A | P | 2017-06-23 | $36,759 | $35,049 | $1,710 | $1,710 | |
| 487 SHS BP PC SPONSORED ADR BP | P | 2015-02-03 | 2017-06-23 | $16,959 | $20,016 | -$3,057 | -$3,057 |
| 2,500 SHS FS INVESTMENT CORP FSIC | P | 2017-06-23 | $22,682 | $23,730 | -$1,048 | -$1,048 | |
| 1,709.829 SHS GOLDMAN SACHS STRATEGIC INCOME CL A | P | 2017-06-23 | $16,568 | $18,019 | -$1,451 | -$1,451 | |
| 3,330 SHS MEDLEY CAPITAL CORP | P | 2014-02-04 | 2017-06-23 | $21,207 | $45,459 | -$24,252 | -$24,252 |
| 4,536.188 SHS OPENHEIMER STEELPATH MLP INCOME CL A | P | 2017-06-23 | $31,481 | $38,842 | -$7,361 | -$7,361 | |
| 1,908.259 SHS ORINDA INCOME OPPTYS CL A | P | 2017-06-23 | $45,092 | $45,024 | $68 | $68 | |
| 201 SHS PHILIP MORRIS INTL INC | P | 2015-02-03 | 2017-06-23 | $24,022 | $16,510 | $7,512 | $7,512 |
| 2,349.324 PIMCO MORTGAGE OPPTYS CL D | P | 2017-06-23 | $26,054 | $26,030 | $24 | $24 | |
| 300 SHS ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG A SHARES | P | 2015-02-03 | 2017-06-23 | $15,770 | $20,023 | -$4,253 | -$4,253 |
| 395 SHS VERIZON COMMUNICATIONS INC | P | 2015-02-03 | 2017-06-23 | $17,921 | $18,850 | -$929 | -$929 |
| 160.691 SHS BLACKROCK MULTI ASSET INCOME INVESTOR CL A | P | 2017-06-23 | $1,761 | $1,727 | $34 | $34 | |
| 26.086 SHS GOLDMAN SACHS STRATEGIC INCOME CL A | P | 2017-06-23 | $252 | $249 | $3 | $3 | |
| 473.673 SHS OPENHEIMER STEELPATH MLP INCOME CL A | P | 2017-06-23 | $3,287 | $3,532 | -$245 | -$245 | |
| 140.829 SHS ORINDA INCOME OPPTYS CL A | P | 2017-06-23 | $3,327 | $3,237 | $90 | $90 | |
| 114.681 PIMCO MORTGAGE OPPTYS CL D | P | 2017-06-23 | $1,272 | $1,259 | $13 | $13 | |
| BNY MELLON #1057162920 STCG | P | $8,408 | $8,408 | $8,408 | |||
| BNY MELLON #1057162920 LTCG | P | $14,329 | $14,329 | $14,329 | |||
| 4,548 SHS F S INVESTMENT CORP | P | 2014-05-05 | 2017-08-07 | $40,690 | $43,170 | -$2,480 | -$2,480 |
| 260 SHS VANGUARD DIVIDEND APPREC ETF | P | 2015-09-18 | 2017-08-07 | $24,319 | $19,556 | $4,763 | $4,763 |
| 45 SHS VANGUARD SECTOR INDEX FDS | P | 2015-09-18 | 2017-08-07 | $6,640 | $6,080 | $560 | $560 |
| CAPITAL GAIN DIVIDENDS | P | $1,651 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,985 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $46,925 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $853,027 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05501 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,135 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $883,479 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049956 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $52,011 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $961,527 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054092 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,810 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,013,516 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.024479 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $867,701 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.183537 | TotalDistributionRt |
| Average Distribution | 0.036707 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,752,404 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $64,325 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $400 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $64,725 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $70,244 | 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 | $400 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $400 | SubtotalAmt |
| Tax Based On Investment Income | $400 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $804 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,304 | TotalPaymentsAndCreditsAmt |
| Overpayment | $904 | OverpaymentAmt |
| Applied To ES Tax | $904 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 | SECRETARY | 8.0 | $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 | $1,377,893 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $401,197 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,779,090 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,779,090 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,686 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,752,404 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,620 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,620 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $400 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $400 | TotalTaxAmt |
| Distributable Before Adj | $87,220 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $87,220 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $87,220 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $70,244 | 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 | $70,244 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $400 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $69,844 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $87,220 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,075 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $307 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,720 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,102 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $70,244 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $70,244 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $9,102 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,102 | ExcessDistributionCyovAppCYAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $7,874 | UndistributedIncomeCYAmt |
| 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 (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| FREE WHEELCHAIR MISSION | ||||||||
| 15279 ALTON PARKWAY | SUITE 300 | IRVINE | CA | 92618 | NONE | PC | FOR 100 WHEELCHAIRS FOR NEW TEXTILE TRAINING WORKSHOP CLIENTS IN TRUJILLO, PERU | $8,000 |
| PIONEER BIBLE TRANSLATORS | ||||||||
| 7255 WEST CAMP WISDOM ROAD | DALLAS | TX | 75236 | NONE | PC | FOR CONSTRUCTION OF FAITH BIBLE COLLEGE IN PAPUA, NEW GUINEA, WEST AFRICA | $13,244 | |
| THE MASTER'S ACADEMY INTERNATIONAL | ||||||||
| 24307 MAGIC MOUNTAIN PARKWAY 540 | VALENCIA | CA | 913553402 | NONE | PC | FOR BIBLE CONFERENCES AND SEMINARY IN LEON, SPAIN | $49,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,244 | 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 | $56,016 | 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 | -$3,985 | 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 | $52,031 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,031 | 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 | $2,000,000 | 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 (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LPL FINANCIAL #8667 | $0 | $0 |
| LPL FINANCIAL #2606 | $0 | $0 |
| CHURCH DEVELOPMENT FUND | $103,845 | $103,845 |
| BNY MELLON #9200 | $2,161,644 | $2,161,644 |
| CARTER VALIDUS | $44,448 | $44,448 |
| SIERRA | $36,948 | $36,948 |
| FIDELITY | $126 | $126 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| LICENSES AND PERMITS | $85 |
| INSURANCE | $1,326 |
| OFFICE SUPPLIES | $289 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CY MARK TO MARKET ADJ - INVESTMENTS | Desc |
| Amt | $70,301 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISORY FEES | $5,022 | $5,022 |
| LEGAL & ACCOUNTING | $3,500 | $3,500 |
| CONSULTING | $7,500 | $7,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $800 | Amt |