IN HIS NAME FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: IN HIS NAME FOUNDATION (EIN 46-2704067)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-02-01
IRS object ID: 202420329349100817
Schema version: 2023v4.0
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
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-02-01T16:20:40-08:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	020639624	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Wertz & Company LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	5450 Trabuco Road	AddressLine1Txt
City	Irvine	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92620	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	462704067	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	In His Name Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	INHI	BusinessNameControlTxt
Phone	9497565000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5450 Trabuco Rd	AddressLine1Txt
City	Irvine	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92620	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Donna Wertz	PersonNm
Person Title	President	PersonTitleTxt
Signature	2024-02-01	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Donna	PersonFirstNm
Person Last	Wertz	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Russ Wertz	PreparerPersonNm
PTIN	P01276268	PTIN
Phone	9497565000	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd
Federated Assurance Level	FAL1	FederatedAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$203,734	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	$133,750	ContriRcvdRevAndExpnssAmt
Total Rev And Expnss	$133,750	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Other Expenses Rev And Expnss	$469	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$469	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$469	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$469	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$327,023	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$327,023	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$327,492	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$327,492	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$193,742	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$397,476	CashBOYAmt
Cash EOY	$203,734	CashEOYAmt
Cash EOYFMV	$203,734	CashEOYFMVAmt
Total Assets BOY	$397,476	TotalAssetsBOYAmt
Total Assets EOY	$203,734	TotalAssetsEOYAmt
Total Assets EOYFMV	$203,734	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$397,476	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$203,734	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$397,476	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$203,734	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$397,476	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$203,734	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$397,476	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$193,742	ExcessRevenueOverExpensesAmt
Subtotal	$203,734	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$203,734	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt
Applied To ES Tax	$0	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	false	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	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	Russ Wertz	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	9497565000	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	5450 Trabuco Rd	AddressLine1Txt
City	Irvine	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92620	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
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
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
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
Donna Wertz
5450 Trabuco Rd	Irvine	CA	92620	President	3.00	$0
Madison Bristol
5450 Trabuco Rd	Irvine	CA	92620	Vice Pres.	3.00	$0
Russ Wertz
5450 Trabuco Rd	Irvine	CA	92620	Secretary	3.00	$0
Andrea Rice
5450 Trabuco Rd	Irvine	CA	92620	Treasurer	3.00	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$0	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$0	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$0	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$0	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$327,492	ExpensesAndContributionsAmt
Qualifying Distributions	$327,492	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$54,143	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$117,560	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$36,541	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$137,479	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$85,574	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$431,297	TotalExcessDistributionCyovAmt
Qualifying Distributions	$327,492	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus	$327,492	RemainingDistriFromCorpusAmt
Total Corpus	$758,789	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$54,143	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$704,646	ExcessDistriCyovToNextYrAmt
Excess From Year4	$117,560	ExcessFromYear4Amt
Excess From Year3	$36,541	ExcessFromYear3Amt
Excess From Year2	$137,479	ExcessFromYear2Amt
Excess From Year1	$85,574	ExcessFromYear1Amt
Excess From Current Year	$327,492	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	Donna Wertz	ContributingManagerNm
Contributing Manager	Russ Wertz	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	CountryRecipientForeignAddress/CountryCd	Recipient RelationshipRecipientRelationshipTxt	Foreign PostalRecipientForeignAddress/ForeignPostalCd
PB&J FOODS INC
5450 TRABUCO RD	IRVINE	CA	92620	NON-PROF.	TO PRODUCE, PROVIDE AND DISTRIBUTE NUTRITIONAL FOOD PRODUCTS TO THOSE IN NEED.	$169,748
Nkhoma Hospital
				NON-PROF.	The 250-bed hospital provides broad outpatient and inpatient services in surgery, obstetrics, pediatrics and adult medicine.	$30,000	Nkhoma	Lilongwe	MI
ACRES OF LOVE
31920 DEL OBISPO ST STE 150	SAN JUAN CAPISTRANO	CA	92675	NON-PROF.	To aide in the rescue of abandoned children and create families	$2,500
THE GO FUND
3713 MCCRAY ST	RIVERSIDE	CA	92506	NON-PROF.	serve the Church and seek fulfillment of the Great Commission	$7,500
THE FREEDOM CHALLENGE
PO BOX 444	TYRONE	GA	30290	NON-PROF.	SUPPORT THE FREEING OF OPPRESSED AND ENSLAVED WOMEN AND CHILDREN AROUND THE WORLD	$8,975				N/A
THE CHIEFS MINISTRY
1644 E CAMPO BELLO DRIVE	PHOENIX	AZ	85022	NON-PROF.	SUPPORT MINISTRY WORK THROUGH BUILD PROGRAM	$16,535
CROSSTALK GLOBAL
PO BOX 2068	YORBA LINDA	CA	92885	NON-PROF.	Equipping international Christian leaders with the practical skills they need to communicate the truths of Scripture in ways that honor Gods purpose and resonate with their listeners	$7,725
DANCE 4 JOY MINISTRIES
2973 HARBOR BLVD 746	COSTA MESA	CA	92626	NON-PROF.	Transforming the lives of dancers & all who see them ?by proclaiming the Gospel in DANCE with excellence ?from one generation to the next.	$250
ETHEL SASU
				I	COMPASSION FUNDS FOR PERSONAL SITUATIONS	$5,100	NKHOMA	LILONGWE	MI		2072120
KNOCK KAIBA
				I	COMPASSION FUNDS FOR PERSONAL SITUATIONS	$1,010	NKHOMA	LILONGWE	MI		2072120
LEADERSHIP INSTITUTE
1101 N HIGHLAND ST	ARLINGTON	VA	22201	NON-PROF.	Turn young men and women into the next generation of conservative leaders for America.	$250
OPERATION MOBILIZATION
PO BOX 444	TYRONE	GA	30290	NON-PROF.	We strive to see the fullness of God's Kingdom revealed where He is not yet known.	$50,000
STANLEY MISI
				I	Provide support for ministry	$7,430	Nkhoma	Lilongwe	MI		2072120
Y MALAWI
2105 FOOTHILL BLVD STE B312	LA VERNE	CA	91750	NON-PROF.	Creating sustainable change in Malawi, Africa while sharing the heart of Jesus	$20,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$327,023	TotalGrantOrContriPdDurYrAmt

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 (2 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd
WERTZ COMPANY LLP
1	5450 TRABUCO RD	IRVINE	CA	92620	$90,000	Yes (X)
SECUREDOCK
2	5450 TRABUCO RD	IRVINE	CA	92620	$43,750	Yes (X)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES	$369	$369
LICENSES	$100	$100

IN HIS NAME FOUNDATION: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp (2 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

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