BIRTCHER FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BIRTCHER FAMILY FOUNDATION (EIN 20-1089341)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-10
- IRS object ID
- 201613159349100991
- Schema version
- 2015v2.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-10T16:39:11-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 AVENUE1440 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | 4120 DRY CREEK ROAD | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94558 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNE BIRTCHER | PersonNm |
| Person Title | vice president | PersonTitleTxt |
| Phone | 7072527930 | PhoneNum |
| Signature | 2016-11-08 | 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 | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $858,491 | 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 | $33,761 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,761 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,270 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $350,757 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $20,491 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,761 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $15,403 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,403 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $228 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $84 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $4,053 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,140 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,000 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $24,824 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,487 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,308 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,308 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $69,132 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,487 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,308 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$48,641 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,274 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,536 | CashBOYAmt |
| Cash EOY | $208,141 | CashEOYAmt |
| Cash EOYFMV | $208,141 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $417,330 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $165,062 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $165,062 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $497,269 | CorporateStockBOYAmt |
| Corporate Stock EOY | $485,288 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $485,288 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $934,135 | TotalAssetsBOYAmt |
| Total Assets EOY | $858,491 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $858,491 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $934,135 | CapitalStockBOYAmt |
| Capital Stock EOY | $858,491 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $934,135 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $858,491 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $934,135 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $858,491 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $934,135 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$48,641 | ExcessRevenueOverExpensesAmt |
| Subtotal | $885,494 | SubtotalAmt |
| Other Decreases | $27,003 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $858,491 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 4,965.243 SHS RS LOW DURATION BD A: RLDAX | P | 2012-06-15 | 2015-03-18 | $50,000 | $50,926 | -$926 | -$926 |
| 2,637.427 SHS GOOD HARBOR TCTCL EQTY INCM A: GHTAX | P | 2015-08-14 | $21,680 | $23,600 | -$1,920 | -$1,920 | |
| 309.443 SHS RS LOW DURATION BD A: RLDAX | P | 2015-08-25 | $3,107 | $3,174 | -$67 | -$67 | |
| 2,472.475 SHS CAVALIER HIGH INCOM FD INST: CHIIX | P | 2015-08-28 | $22,899 | $23,600 | -$701 | -$701 | |
| 118.314 SHS OPPENHEIMER INTL BOND FD CL A: OIBAX | P | 2015-08-28 | $674 | $768 | -$94 | -$94 | |
| 16,090.095 SHS RS LOW DURATION BD A: RLDAX | P | 2015-08-25 | $161,545 | $165,009 | -$3,464 | -$3,464 | |
| 9,230.769 SHS LORD ABBETT SHORT DUR INCOME FD CL A: LALSZ | P | 2013-08-26 | 2015-08-28 | $40,523 | $42,000 | -$1,477 | -$1,477 |
| 3,833.271 SHS OPPENHEIMER INTL BOND FD CL A: OIBAX | P | 2015-08-28 | $21,850 | $24,877 | -$3,027 | -$3,027 | |
| 100 SHS ISHARES IBOXX HIGH YIELDBOND ETF: HYG | P | 2015-08-28 | $8,630 | $9,147 | -$517 | -$517 | |
| 130 SHS ISHARES IBOXX HIGH YIELDBOND ETF: HYG | P | 2015-08-28 | $11,219 | $11,743 | -$524 | -$524 | |
| 100 SHS ISHARES IBOXX HIGH YIELDBOND ETF: HYG | P | 2011-07-22 | 2015-08-28 | $8,630 | $9,183 | -$553 | -$553 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$13,270 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $52,011 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $961,527 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054092 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $24,810 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,013,516 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.024479 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $867,701 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $25,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $437,971 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057081 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,100 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $352,217 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.003123 | DistributionYr5Rt |
| Total Distribution | 0.138775 | TotalDistributionRt |
| Average Distribution | 0.027755 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $883,479 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $24,521 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $173 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $24,694 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $44,308 | 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 | $173 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $173 | SubtotalAmt |
| Tax Based On Investment Income | $173 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $364 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $400 | AppliedToEsTaxAmt |
| Total Payments And Credits | $764 | TotalPaymentsAndCreditsAmt |
| Overpayment | $591 | OverpaymentAmt |
| Applied To ES Tax | $591 | 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 | 4120 DRY CREEK ROAD | 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 |
|---|---|---|---|---|---|---|
| RONALD E BIRTCHER | ||||||
| 4120 DRY CREEK ROAD | NAPA | CA | 94558 | PRESIDENT | 20.0 | $0 |
| JOANNE M BIRTCHER | ||||||
| 4120 DRY CREEK ROAD | NAPA | CA | 94558 | SECRETARY | 8.0 | $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 | $578,678 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $318,255 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $896,933 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $896,933 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,454 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $883,479 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,174 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,174 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $173 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $173 | TotalTaxAmt |
| Distributable Before Adj | $44,001 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $44,001 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $44,001 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,308 | 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 | $44,308 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $173 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $44,135 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,001 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,101 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,075 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,176 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,308 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $44,001 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $307 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,483 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,483 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,101 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $4,075 | ExcessFromYear1Amt |
| Excess From Current Year | $307 | 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 | 4120 DRY CREEK ROAD | 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 |
|---|---|---|---|---|---|---|---|
| CENTRAL INDIA CHRISTIAN MISSION | |||||||
| 22 WEST BRYAN ST 302 | SAVANNAH | GA | 31401 | NONE | PC | FOR THE SILIGURI SEWING ROOM INITIATIVE | $3,500 |
| WATER WORK MINISTRY | |||||||
| PO BOX 133192 | ATLANDA | GA | 30333 | NONE | PC | FOR CONSTRUCTION OF A WATER PLANT IN THE DOMINICAN REPUBLIC | $7,500 |
| RAPHA HOUSE INTERNATIONAL | |||||||
| PO BOX 1569 | JOPLIN | MO | 64802 | NONE | PC | FOR THE RAPHA HOUSE SIEM REAP PROJECT | $19,308 |
| NEW DAWN COMMUNITIESTANZANIA | |||||||
| 708 AVENIDA DE LA ESTRELLA | SAN CLEMENTE | CA | 92672 | NONE | PC | TO FUND THE NEW DAWN COMMUNITY IN ISHINDE VILLAGE, TANZANIA | $14,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,308 | 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 | $33,761 | 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 | -$13,270 | 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 | $20,491 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,491 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE. | RelationshipStatementTxt |
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 (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB | $349,613 | $349,613 |
| LPL FINANCIAL | $135,675 | $135,675 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CY MARK TO MARKET ADJ - INVESTMENTS | Desc |
| Amt | $27,003 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| LICENSES AND PERMITS | $80 | |
| DUES AND SUBSCRIPTIONS | $579 | |
| INSURANCE | $1,228 | |
| OFFICE SUPPLIES | $986 | |
| BANK FEES | $1,267 | |
| WITHDRAWAL FEES | $1,000 | $1,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISORY FEES | $5,350 | $5,350 |
| LEGAL & ACCOUNTING | $5,053 | $5,053 |
| CONSULTING | $5,000 | $5,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAXES | $144 | |
| FOREIGN TAXES | $84 | $84 |