FINCH FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FINCH FAMILY FOUNDATION (EIN 47-1609215)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202123149349102717
- Schema version
- 2020v4.0
- 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
- Accounting Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T16:46:41-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204207759 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Farber Hass Hurley LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 E Esplanade Drive Suite 1400 | AddressLine1Txt |
| City | Oxnard | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471609215 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FINCH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FINC | BusinessNameControlTxt |
| Phone | 8056407824 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 ORANGE ROAD | AddressLine1Txt |
| City | OJAI | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES P FINCH | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES P | PersonFirstNm |
| Person Last | FINCH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Patricia H Farber | PreparerPersonNm |
| PTIN | P00081623 | PTIN |
| Phone | 8055048410 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $743,793 | 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 | $316,506 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $66,804 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $66,804 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $66,804 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,955 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,955 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,955 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,101 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $75,880 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,101 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$120,724 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$120,724 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$120,724 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $271,642 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | -$44,864 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | -$49,965 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,455 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $728 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,455 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,179 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,179 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,179 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,105 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $1,105 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,739 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,907 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,739 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $98,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $98,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $102,439 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,907 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,739 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $98,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $169,203 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $165,246 | CashBOYAmt |
| Cash EOY | $140,274 | CashEOYAmt |
| Cash EOYFMV | $140,274 | CashEOYFMVAmt |
| Corporate Stock BOY | $28,440 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,902 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $340,970 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $262,549 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $262,549 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $277,177 | OtherAssetsBOYAmt |
| Other Assets EOY | $321,067 | OtherAssetsEOYAmt |
| Total Assets BOY | $470,863 | TotalAssetsBOYAmt |
| Total Assets EOY | $743,792 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $743,793 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,471 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $62,239 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,471 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $62,239 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $468,392 | RetainedEarningBOYAmt |
| Retained Earning EOY | $681,553 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $468,392 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $681,553 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $470,863 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $743,792 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $468,392 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $169,203 | ExcessRevenueOverExpensesAmt |
| Other Increases | $43,958 | OtherIncreasesAmt |
| Subtotal | $681,553 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $681,553 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3 Call Cost Jan 00330 | P | 2020-07-07 | 2020-12-30 | $3,113 | $13,631 | -$10,518 | -$10,518 |
| 2 Call MTD Jan 00900 | P | 2020-07-07 | 2020-12-30 | $8,492 | $48,610 | -$40,118 | -$40,118 |
| 200 Costco Wholesale Crp Del | P | 2002-04-22 | 2020-04-20 | $64,275 | $8,538 | $55,737 | $55,737 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,101 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$50,636 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James P Finch | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8055048410 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 E ESPLANADE DR STE 1400 | AddressLine1Txt |
| City | OXNARD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93036 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES P FINCH | ||||||
| 900 ORANGE RD | OJAI | CA | 93023 | President | 0.00 | $0 |
| KRISTEN A FINCH | ||||||
| 900 ORANGE RD | OJAI | CA | 93023 | Secretary | 0.00 | $0 |
| PATRICIA H FARBER | ||||||
| PO BOX 5266 | OXNARD | CA | 93031 | Treasurer | 0.00 | $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 |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $98,700 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $98,700 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $98,700 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $13,121 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $46,982 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $60,103 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $98,700 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $98,700 | RemainingDistriFromCorpusAmt |
| Total Corpus | $158,803 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $158,803 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $13,121 | ExcessFromYear2Amt |
| Excess From Year1 | $46,982 | ExcessFromYear1Amt |
| Excess From Current Year | $98,700 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
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 |
|---|---|---|---|---|---|---|---|
| UC Davis Foundation | |||||||
| One Shields Avenue | Davis | CA | 95616 | none | ACTIVE | Further the charitable purposes of the Charity selected | $40,000 |
| Museum of Ventura County | |||||||
| 100 East Main Street | Ventura | CA | 93001 | none | Further the charitable purposes of the Charity selected | $20,000 | |
| Santa Paula Rotary Club | |||||||
| 824 E Santa Maria Street | Santa Paula | CA | 93060 | Further the charitable purposes of the Charity selected | $1,000 | ||
| Monica Ros School | |||||||
| 783 McNell Road | Ojai | CA | 93023 | NONE | Support the school operations | $25,000 | |
| Ventura County Fairgrounds Foundati | |||||||
| 10 West Harbor Boulevard | Ventura | CA | 93001 | Further the charitable purposes of the Charity selected | $12,700 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $98,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,804 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,955 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,101 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Primexx Energy Fund II LP | Desc |
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | -$120,724 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$120,724 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $70,759 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,101 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$44,864 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | James P Finch | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 ORANGE ROAD | AddressLine1Txt |
| City | Ojai | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $316,506 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Primexx Energy Opportunity Fund II LP-1.166667% interest | NoncashPropertyDesc |
| Fair Market Value | $316,506 | FairMarketValueAmt |
| Received | 2020-12-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $1,455 | Amt |
| Net Investment Income | $728 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,455 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | unrealized appreciation on securities | Desc |
| BOY Book Value | $277,176 | BOYBookValueAmt |
| EOY Book Value | $321,067 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| BANK SERVICE CHARGE | $82 | $82 |
| Training | $1,023 | $1,023 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Primexx Energy Fund II LP | Desc |
| Revenue And Expenses Per Books | -$120,724 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$120,724 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$120,724 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Option liability | Desc |
| BOY Book Value | $2,471 | BOYBookValueAmt |
| EOY Book Value | $62,239 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CA TAXES | $10 | $10 | $10 |
| FEDERAL TAXES | $1,169 | $1,169 | $1,169 |
Comments