BIRTCHER FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BIRTCHER FAMILY FOUNDATION (EIN 20-1089341)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-14
- IRS object ID
- 201741959349100704
- Schema version
- 2016v3.1
- 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
- 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 | 2017-07-14T10:32:44-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 |
| Signature | 2017-07-06 | 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 | 216.84.62.82 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 33809720171955000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-07-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B01FE535765CD5005A14D5B6AC8A33073D414CEF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 316409459F7A5BC9531C092760F85EEA138BC478 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $852,807 | 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 | $34,664 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,664 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,183 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,244 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,183 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $35,847 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,847 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $13,511 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,511 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $485 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $85 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,904 | TravConfMeetingRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $1,000 | PrintingAndPubRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,282 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $19,182 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,596 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,148 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,148 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $66,330 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,596 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,148 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$30,483 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,251 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $208,141 | CashBOYAmt |
| Cash EOY | $72,146 | CashEOYAmt |
| Cash EOYFMV | $72,146 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $165,062 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $171,535 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $171,535 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $485,288 | CorporateStockBOYAmt |
| Corporate Stock EOY | $609,126 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $609,126 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $858,491 | TotalAssetsBOYAmt |
| Total Assets EOY | $852,807 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $852,807 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $858,491 | CapitalStockBOYAmt |
| Capital Stock EOY | $852,807 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $858,491 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $852,807 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $858,491 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $852,807 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $858,491 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$30,483 | ExcessRevenueOverExpensesAmt |
| Other Increases | $24,799 | OtherIncreasesAmt |
| Subtotal | $852,807 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $852,807 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 68 SHS AT&T INC:T | P | 2016-05-10 | $2,622 | $2,327 | $295 | $295 |
| 42 SHS PHILIP MORRIS INTL | P | 2016-05-10 | $4,148 | $3,450 | $698 | $698 |
| 23 SHS VANGUARD DIVIDEND APPRECIATION ETF | P | 2016-05-10 | $1,856 | $1,730 | $126 | $126 |
| 4 SHS VANGUARD TOTAL STOCK MARKET ETF | P | 2016-05-10 | $410 | $409 | $1 | $1 |
| 24 SHS VERIZON COMMUNICATN | P | 2016-05-10 | $1,208 | $1,145 | $63 | $63 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,183 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $44,135 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $883,479 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049956 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $52,011 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $961,527 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054092 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,810 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,013,516 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.024479 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $867,701 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $437,971 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057081 | DistributionYr5Rt |
| Total Distribution | 0.185608 | TotalDistributionRt |
| Average Distribution | 0.037122 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $853,027 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $31,666 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $223 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $31,889 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $47,148 | 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 | $223 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $223 | SubtotalAmt |
| Tax Based On Investment Income | $223 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $227 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $800 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,027 | TotalPaymentsAndCreditsAmt |
| Overpayment | $804 | OverpaymentAmt |
| Applied To ES Tax | $804 | 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 | $555,133 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $310,884 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $866,017 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $866,017 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,990 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $853,027 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,651 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,651 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $223 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $223 | TotalTaxAmt |
| Distributable Before Adj | $42,428 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $42,428 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $42,428 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,148 | 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 | $47,148 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $223 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $46,925 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,428 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,101 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,075 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $307 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,483 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,148 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $42,428 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,720 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,203 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,101 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,102 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $4,075 | ExcessFromYear2Amt |
| Excess From Year1 | $307 | ExcessFromYear1Amt |
| Excess From Current Year | $4,720 | 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 (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTRAL INDIA CHRISTIAN MISSION | |||||||
| 22 WEST BRYAN ST 302 | SAVANNAH | GA | 31401 | NONE | PC | FOR THE SILIGURI SEWING ROOM INITIATIVE | $10,000 |
| PIONEER BIBLE TRANSLATORS | |||||||
| 7255 WEST CAMP WISDOM ROAD | DALLAS | TX | 75236 | NONE | PC | FOR PASTOR AND CHURCH PLANTER TRAINING SCHOOL OF YATIYA IN GUINEA, WEST AFRICA | $8,148 |
| GOOD NEWS PRODUCTIONS INTERNATIONAL | |||||||
| 2111 N MAIN | JOPLIN | MO | 64801 | NONE | PC | FOR THE CONSTRUCTION, EQUIPMENT, AND ACCOMMODATIONS FOR SOUTHEAST ASIA TRAINING CENTER | $10,000 |
| THORNSTON EDUCATIONAL FUND | |||||||
| PO BOX 2951 | WRIGHTWOOD | CA | 92397 | NONE | PC | FOR RENOVATION OF DISCIPLESHIP TRAINING CENTER IN BEIJING | $15,000 |
| HERITAGE OF JACOB MINISTRY PERU | |||||||
| PO BOX 5 | DELTA | CO | 81416 | NONE | PC | FOR PERUVIAN CHRISTIANS TO ESTABLISH A COMMUNITY MINISTRY | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,148 | 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 | $34,664 | 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 | $1,183 | 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 | $35,847 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,847 | 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 |
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 (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB | $0 | $0 |
| LPL FINANCIAL #8667 | $198,115 | $198,115 |
| LPL FINANCIAL #2606 | $309,460 | $309,460 |
| CHURCH DEVELOPMENT FUND | $101,551 | $101,551 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| LICENSES AND PERMITS | $10 |
| INSURANCE | $1,272 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CY MARK TO MARKET ADJ - INVESTMENTS | Desc |
| Amt | $24,799 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISORY FEES | $3,520 | $3,520 |
| LEGAL & ACCOUNTING | $4,000 | $4,000 |
| CONSULTING | $5,991 | $5,991 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAXES | $400 | |
| FOREIGN TAXES | $85 | $85 |