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FRITCH FAMILY FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
FRITCH FAMILY FOUNDATION (EIN 77-0348669)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-11-15
IRS object ID
201103199349102150
Schema version
2010v3.4
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)
Timestamp2011-11-15T16:43:59-06:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BARBICH HOOPER KING DILL HOFFMANBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line15001 E COMMERCENTER DR STE 350AddressLine1
CityBAKERSFIELDCity
StateCAState
ZIP Code93309ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN770348669EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1FRITCH FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlFRITNameControl
Phone6613278511Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line112200 SNOW ROADAddressLine1
CityBAKERSFIELDCity
StateCAState
ZIP Code93312ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCHARLES FRITCHName
TitleTRUSTEETitle
Phone6613278511Phone
Date Signed2011-11-11DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameLOUIS J BARBICHName
Phone6616311171Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY14169FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss88000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss5InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm5InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses88005TotalRevenueAndExpenses
Total Net Investment Income5TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Other Expenses Rev And Expnss337OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm337OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss337TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm337TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss75950ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps75950ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss76287TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm337TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps75950TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses11718ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY2451CashBOY
Cash EOY14169CashEOY
Cash EOYFMV14169CashEOYFMV
Total Assets BOY2451TotalAssetsBOY
Total Assets EOY14169TotalAssetsEOY
Total Assets EOYFMV14169TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY2451RetainedEarningsBOY
Retained Earnings EOY14169RetainedEarningsEOY
Total Net Assets BOY2451TotalNetAssetsBOY
Total Net Assets EOY14169TotalNetAssetsEOY
Total Liabilities Net Assets BOY2451TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY14169TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY2451TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses11718ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal14169Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY14169TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year115999QualifyingDistributionsYear1
Noncharitable Assets Year14850NoncharitableAssetsYear1
Distribution Ratio Year13.298763DistributionRatioYear1
Qualifying Distributions Year267372QualifyingDistributionsYear2
Noncharitable Assets Year210618NoncharitableAssetsYear2
Distribution Ratio Year26.345074DistributionRatioYear2
Qualifying Distributions Year30QualifyingDistributionsYear3
Noncharitable Assets Year32072NoncharitableAssetsYear3
Distribution Ratio Year30.0DistributionRatioYear3
Qualifying Distributions Year40QualifyingDistributionsYear4
Noncharitable Assets Year42216NoncharitableAssetsYear4
Distribution Ratio Year40.0DistributionRatioYear4
Qualifying Distributions Year50QualifyingDistributionsYear5
Noncharitable Assets Year52335NoncharitableAssetsYear5
Distribution Ratio Year50.0DistributionRatioYear5
Total Distribution Ratio9.643837TotalDistributionRatio
Average Distribution Ratio1.928767AverageDistributionRatio
Net Noncharitable Assets1614NetNoncharitableAssets
Adjusted Noncharitable Assets3113AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One3113AdjNonchrtblAssetsAndOnePct
Qualifying Distributions75950QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameBARBICH HOOPER KING DILL HOFFMANBooksInCareOfPersonName
Books In Care Of Phone Number6616311171BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line15001 E COMMERCENTER DRAddressLine1
CityBAKERSFIELDCity
StateCAState
ZIP Code93309ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

FieldValueIRS element (for citing)
Person NameDR CHARLES D FRITCHPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line112200 SNOW ROADAddressLine1
CityBAKERSFIELDCity
StateCAState
ZIP Code93312ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEETitle
Avg Hours Per Wk Devoted To Position0.00AvgHoursPerWkDevotedToPosition
Compensation0Compensation
Contri To Empl Benefit Plans Etc0ContriToEmplBenefitPlansEtc
Expense Account Other Allowances0ExpenseAccountOtherAllowances
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances1639AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1639TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets1639AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable25CashDeemedCharitable
Net Noncharitable Assets1614NetNoncharitableAssets
Minimum Investment Return81MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return81MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj81DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded81DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted81DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions75950ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions75950QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions75950AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted81DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year266841ExcessDistriCarryoverYear2
Excess Distri Carryover Year115756ExcessDistriCarryoverYear1
Total Excess Distri Carryover82597TotalExcessDistriCarryover
Qualifying Distributions75950QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year81AppliedToCurrentYear
Remaining Distri From Corpus75869RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus158466TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year158466ExcessDistriCyovToNextYear
Excess From Year266841ExcessFromYear2
Excess From Year115756ExcessFromYear1
Excess From Current Year75869ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerDR CHARLES D FRITCHContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
BAKERSFIELD ADVENTURES OF THE MIND
6077 COFFEE ROAD STE 4BAKERSFIELDCA93309NONEPUBLIC CHARITYAID IN OPERATION OF ORGANIZATION$20,000
CSUB FOUNDATION
9001 STOCKDALE HWYBAKERSFIELDCA93311NONEPUBLIC CHARITYAID IN OPERATION OF ORGANIZATION$41,250
ST JOHN LUTHERAN CHURCH
4500 BUENA VISTA ROADBAKERSFIELDCA93311NONEPUBLIC CHARITYAID IN OPERATION OF ORGANIZATION$700
COMMUNITY BIBLE STUDY
790 STOUT ROADCOLORADO SPRINGSCO80921NONEPUBLIC CHARITYAID IN OPERATION OF ORGANIZATION$1,000
GARDEN PATHWAY
900 22ND STREETBAKERSFIELDCA93301NONEPUBLIC CHARITYAID IN OPERATION OF ORGANIZATION$2,750
BAKERSFIELD RESCUE MISSION
816 E 21ST STREETBAKERSFIELDCA93305NONEPUBLIC CHARITYAID IN OPERATION OF ORGANIZATION$2,500
BAKERSFIELD HOMELESS CENTER
1600 E TRUXTUN AVENUEBAKERSFIELDCA93305NONEPUBLIC CHARITYAID IN OPERATION OF ORGANIZATION$2,500
VETERAN MEMORIAL FOUNDATION
PO BOX 11325BAKERSFIELDCA93389NONEPUBLIC CHARITYAID IN OPERATION OF ORGANIZATION$5,000
ARTS COUNCIL OF KERN
2000 K STREET SUITE 110BAKERSFIELDCA93301NONEPUBLIC CHARITYAID IN OPERATION OF ORGANIZATION$250
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year75950TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$5ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$5ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA5TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualDR CHARLES JUDITH FRITCHContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line112200 SNOW ROADAddressLine1
CityBAKERSFIELDCity
StateCAState
ZIP Code93312ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions88000AggregateContributions
Person Contribution TypeXPersonContributionType

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
OFFICE EXPENSE1721720
BANK SERVICE CHARGES1651650