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WELZ FAMILY CHILDRENS FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
WELZ FAMILY CHILDRENS FOUNDATION (EIN 68-6190796)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-24
IRS object ID
202001769349101120
Schema version
2019v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-06-24T14:36:08-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN942896712PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CONNIE STONE CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1131 SOUTH AUBURN STREETAddressLine1Txt
CityGRASS VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP959456501ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN686190796EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WELZ FAMILY CHILDRENS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWELZBusinessNameControlTxt
Phone5302725535PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1POST OFFICE BOX 3046AddressLine1Txt
CityGRASS VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95945ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJUDY BAGLEYPersonNm
Person TitleDirectorPersonTitleTxt
Signature2020-06-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCONNIE STONEPreparerPersonNm
PTINP00082405PTIN
Phone5302736638PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$401ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Other Income Rev And Expnss$66,107OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$66,508TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$150AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$66TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$12,625DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$45,081OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$57,922TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$27,863ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$27,863ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$85,785TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$27,863TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$19,277ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$17,755CashBOYAmt
Cash EOY$8,028CashEOYAmt
Sav And Temp Cash Invst BOY$61,175SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$69,728SavAndTempCashInvstEOYAmt
Corporate Stock BOY$2,600CorporateStockBOYAmt
Corporate Stock EOY$2,600CorporateStockEOYAmt
Land Bldg Equip Cost Or Other Bss$698,139LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$188,299LandBldgEquipAccumDeprecAmt
Land BOY$522,465LandBOYAmt
Land EOY$509,840LandEOYAmt
Total Assets BOY$603,995TotalAssetsBOYAmt
Total Assets EOY$590,196TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Other Liabilities BOY$6,179OtherLiabilitiesBOYAmt
Other Liabilities EOY$6,170OtherLiabilitiesEOYAmt
Total Liabilities BOY$6,179TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,170TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$597,816NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$597,816TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$584,026TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$603,995TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$590,196TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$597,816TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$19,277ExcessRevenueOverExpensesAmt
Other Increases$5,487OtherIncreasesAmt
Subtotal$584,026SubtotalAmt
Tot Net Ast Or Fund Balances EOY$584,026TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$23,119AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$23,660AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$51,052AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$624,966NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.08169DistributionYr3Rt
Adjusted Qlfy Distri Yr4$38,759AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$630,772NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.06145DistributionYr4Rt
Adjusted Qlfy Distri Yr5$62,599AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$641,646NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.09756DistributionYr5Rt
Total Distribution0.240695TotalDistributionRt
Average Distribution0.048139AverageDistributionRt
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$27,863QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JUDY BAGLEY DIRECTORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5302711188PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1POB 3046AddressLine1Txt
CityGRASS VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP959453046ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JUDY BAGLEY
POB 3046GRASS VALLEYCA95945Director10.00$0
LENDA WELZ
POB 3046GRASS VALLEYCA95945Director10.00$0
HOSEA BOSTIC
POB 3046GRASS VALLEYCA95945Director10.00$0
JUDY MICKEL
POB 3046GRASS VALLEYCA95945Director10.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PROVIDE LOW COST OFFICE SPACE TO NON PROFIT ORGANIZATIONS SERVING CHILDREN.Description1Txt
Expenses1$0Expenses1Amt
Description2OBTAIN RENT FROM PROFIT TENNANTS TO GENERATE INCOME FOR DISTRIBUTION TO CHILDRENS CHARITIES.Description2Txt
Description3REDUCED RENT TO NON PROFITS OF NEVADA COUNTYDescription3Txt

Minimum Investment Return MinimumInvestmentReturnGrp

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

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$27,863ExpensesAndContributionsAmt
Qualifying Distributions$27,863QualifyingDistributionsAmt
Adjusted Qualifying Distri$27,863AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$23,665ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$23,125ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$46,790TotalExcessDistributionCyovAmt
Qualifying Distributions$27,863QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$27,863RemainingDistriFromCorpusAmt
Total Corpus$74,653TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$74,653ExcessDistriCyovToNextYrAmt
Excess From Year2$23,665ExcessFromYear2Amt
Excess From Year1$23,125ExcessFromYear1Amt
Excess From Current Year$27,863ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLENDA WELZContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NEVADA COUNTY FAIR
11228 MCCOURTNEY RDGRASS VALLEYCA95945KIDS FAIR ANIMALS$200
UNITED WAY
POB 1803GRASS VALLEYCA95945SPONSOR DAY OF THE YOUNG CHILD$863
NEVADA UNION HIGH SCHOOL
POB 1997GRASS VALLEYCA95945NU GRAD NIGHT AND YOUNG PARENTS PROGRAM$300
BIG BROTHERS BIG SISTERS
POB 1362GRASS VALLEYCA95945SPONSOR BOWL FOR KIDS SAKE & PALS PROGRAM$1,000
INTER-FAITH FOOD MINISTRIES
POBGRASS VALLEYCA95945SURVIVE THE DRIVE PROGRAM$250
SIERRA NEVADA MEMORIAL HOSPITAL
POB 1810GRASSS VALLEYCA95945BOOKS FOR YOUNG READERS & WICU PROGRAM$1,000
NC SUPERINTENDANT OF SCHOOLS
POB 941GRASS VALLEYCA95945ANNUAL RUN & WALK & PROGRAM EXPANSION FOR TEENAGERS.$3,000
SIERRA HARVEST
140 PARK AVENUEGRASS VALLEYCA95945OUTSIDE KITCHEN, WATER TANK, EXPANDING CROPS$10,000
KARE
POBGRASS VALLEYCA95945PROGRAM EXPANSION FOR YOUNG PEOPLE$250
CHILD ADVOCATES OF NEVADA COUNTY
200 PROVIDENCE MINE RDNEVADA CITYCA95959SPONSORSHIP FOR CHILDREN TO CHILDREN BENEFIT CONCERT$10,250
CHICAGO PARK 4-H
POB 554CHICAGO PARKCA95712SPONSOR RESOLVE TO RUN HEALTHY LIFESTYLE WALK/RUN$225
FIRST 5 NEVADA COUNTY
POBGRASS VALLEYCA95945ADOPT A FAMILY - FOOD VOUCHERS FOR FAMILIES WITH CHILDREN$250
WOMEM OF WORTH
POBGRASS VALLEYCA95949JOURNALISM CONFERENCE IN SAN FRANCISCO$200
CASH
POBGRASS VALLEYCA95945MINOR CONTRIBUTIONS LESS THAN $30$75
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$27,863TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$23,466RelatedOrExemptFunctionIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm$360UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$360UnrelatedBusinessTaxblIncmAmt
Related Or Exempt Function Incm$23,466RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,826TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX RETURNCategoryTxt
Amt$150Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtRtRt
RENTAL BUILDING2004-08-05$484,891$175,317SL40.0000$12,122
MAJOR REPAIRS2018-04-25$17,648$321SL$4520.0256
BUILDING IMPROVEMENTS2018-04-25$2,000$36SL$510.0256

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
Buildings$484,891$187,439$297,452
Improvements$19,648$860$18,788
Land$193,600$193,600

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
BANK CHARGES$125
MINOR BUILDING REPAIRS$14,277
OFFICE SUPPLIES$57
OTHER OFFICE EXPENSE$966
Rental Expenses$29,656

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Other Investment Income$360
Rental Income - Noninvestment Property$65,747

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescLEASE DEPOSITSDesc
BOY Book Value$6,179BOYBookValueAmt
EOY Book Value$6,170EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmt
FEDERAL$6
FTB$10
REGISTRY OF CHARITABLE TRUST$50

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