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FRITCH FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
FRITCH FAMILY FOUNDATION (EIN 77-0348669)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-08
IRS object ID
201642219349100244
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-08-08T18:10:37-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN951720829PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARTIN WERBELOW LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 N LAKE AVE SUITE 930AddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP911014106ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770348669EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FRITCH FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFRITBusinessNameControlTxt
Phone6613278511PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18501 BRIMHALL ROAD STE 402AddressLine1Txt
CityBAKERSFIELDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93312ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES D FRITCHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6613278511PhoneNum
Signature2016-07-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonVERDI S BOYERPreparerPersonNm
PTINP00135316PTIN
Phone6265771440PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,204FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$15,730ContriRcvdRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$15,730TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,505AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$60OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,565TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$23,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$23,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$24,965TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$23,400TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$9,235ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$14,439CashBOYAmt
Cash EOY$5,204CashEOYAmt
Cash EOYFMV$5,204CashEOYFMVAmt
Total Assets BOY$14,439TotalAssetsBOYAmt
Total Assets EOY$5,204TotalAssetsEOYAmt
Total Assets EOYFMV$5,204TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$14,439CapitalStockBOYAmt
Capital Stock EOY$5,204CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$14,439TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,204TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,439TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,204TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,439TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$9,235ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,204SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,204TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$99,250AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$11,221NetVlNoncharitableAssetsYr1Amt
Distribution Yr18.845023DistributionYr1Rt
Adjusted Qlfy Distri Yr2$117,330AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$6,658NetVlNoncharitableAssetsYr2Amt
Distribution Yr217.622409DistributionYr2Rt
Adjusted Qlfy Distri Yr3$193,225AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,508NetVlNoncharitableAssetsYr3Amt
Distribution Yr335.080792DistributionYr3Rt
Adjusted Qlfy Distri Yr4$21,200AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,826NetVlNoncharitableAssetsYr4Amt
Distribution Yr44.392872DistributionYr4Rt
Adjusted Qlfy Distri Yr5$75,950AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,614NetVlNoncharitableAssetsYr5Amt
Distribution Yr547.057001DistributionYr5Rt
Total Distribution112.998097TotalDistributionRt
Average Distribution22.599619AverageDistributionRt
Net Vl Noncharitable Assets$10,033NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$226,742AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$226,742AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$23,400QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMARTIN WERBELOW LLPIndividualWithBooksNm
Phone6265771440PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1300 N LAKE AVE STE 930AddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDR CHARLES D FRITCHPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18501 BRIMHALL ROAD STE 402AddressLine1Txt
CityBAKERSFIELDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93312ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,186AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,186TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,186AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$153CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,033NetVlNoncharitableAssetsAmt
Minimum Investment Return$502MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$502MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$502DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$502DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$502DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$23,400ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$23,400QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$23,400AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$502DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$75,869ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$20,959ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$192,950ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$116,997ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$98,689ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$505,464TotalExcessDistributionCyovAmt
Qualifying Distributions$23,400QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$502AppliedToCurrentYearAmt
Remaining Distri From Corpus$22,898RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$528,362TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$75,869ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$452,493ExcessDistriCyovToNextYrAmt
Excess From Year4$20,959ExcessFromYear4Amt
Excess From Year3$192,950ExcessFromYear3Amt
Excess From Year2$116,997ExcessFromYear2Amt
Excess From Year1$98,689ExcessFromYear1Amt
Excess From Current Year$22,898ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDR CHARLES D FRITCHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BAKERSFIELD SYMPHONY ORCHESTRA
1328 34TH STREET ABAKERSFIELDCA93301N/ACHARITABLE CONTRIBUTION$2,500
CSUB HISTORICAL RESEARCH CENTER
9001 STOCKDALE HWYBAKERSFIELDCA93311N/ACHARITABLE CONTRIBUTION$500
CSUB FOUNDATION
9001 STOCKDALE HWYBAKERSFIELDCA93311N/ACHARITABLE CONTRIBUTION$2,500
HOFFMAN HOSPICE
8501 BRIMHALL ROADBAKERSFIELDCA93312N/ACHARITABLE CONTRIBUTION$5,000
BOYS SCOUTS OF AMERICA (ORANGE COUNTY)
1211 E DYER RDSANTA ANACA92705N/ACHARITABLE CONTRIBUTION$1,000
COMMUNITY BIBLE STUDY
1707 17TH STBAKERSFIELDCA93301N/ASCHOLARSHIPS$1,000
WOMEN IN NEBRASKA
6001 DODGE STREETOMAHANE68182N/ACHARITABLE CONTRIBUTION$2,400
ARVO FOUNDATION
1801 ROCKVILLE PIKE 400ROCHVILLEMD20852N/ACHARITABLE CONTRIBUTION$3,500
ST JOHN'S LUTHERAN CHURCH
4500 BUENA VISTA ROADBAKERSFIELDCA93311N/ACHARITABLE CONTRIBUTION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$23,400TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$0TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDR CHARLES AND JUDITH FRITCHContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12009 NORWICH WAYAddressLine1Txt
CityBAKERSFIELDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93311ZIPCd
FieldValueIRS element (for citing)
Total Contributions$15,730TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,505Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FRANCHISE TAX BOARD$10$0$0
ATTORNEY GENERAL$50$0$0