FINCH FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FINCH FAMILY FOUNDATION (EIN 47-1609215)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-05
- IRS object ID
- 202032189349100603
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-05T08:50:34-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-08-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Patricia H Farber | PreparerPersonNm |
| PTIN | P00081623 | PTIN |
| Phone | 8055048410 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $500,928 | 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 | $30,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $248 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $248 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $248 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,260 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,260 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,260 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $110,334 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $118,509 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $110,334 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $141,842 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,842 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,508 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,350 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $53 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $53 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $92 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $92 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,495 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $145 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $68,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $68,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $69,695 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $145 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $68,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $72,147 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $111,697 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,508 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $85,374 | CashBOYAmt |
| Cash EOY | $165,246 | CashEOYAmt |
| Cash EOYFMV | $195,312 | CashEOYFMVAmt |
| Corporate Stock BOY | $33,762 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,440 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $305,616 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $266,046 | OtherAssetsBOYAmt |
| Other Assets EOY | $277,177 | OtherAssetsEOYAmt |
| Total Assets BOY | $385,182 | TotalAssetsBOYAmt |
| Total Assets EOY | $470,863 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $500,928 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $2,471 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $2,471 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $385,182 | RetainedEarningBOYAmt |
| Retained Earning EOY | $468,392 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $385,182 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $468,392 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $385,182 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $470,863 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $385,182 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $72,147 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,063 | OtherIncreasesAmt |
| Subtotal | $468,392 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $468,392 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 150 Mettler-Toledo Intl Inc | P | 2000-04-28 | 2019-06-07 | $117,478 | $5,321 | $112,157 | $112,157 |
| 2 Call Cost Oct 00280 | P | 2019-08-06 | 2019-10-08 | $1,031 | $2,854 | -$1,823 | -$1,823 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $110,334 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,823 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $47,800 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $375,428 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.12732 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $358,997 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03761 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,600 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $247,590 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03474 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $199,737 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.01252 | DistributionYr4Rt |
| Net Vl Noncharitable Assets Yr5 | $7,869 | NetVlNoncharitableAssetsYr5Amt |
| Total Distribution | 0.212177 | TotalDistributionRt |
| Average Distribution | 0.042435 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $446,701 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $18,956 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,117 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $20,073 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $68,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,117 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,117 | SubtotalAmt |
| Tax Based On Investment Income | $1,117 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $1,118 | TaxDueAmt |
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 | FARBER & HASS LLP | 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 | $320,906 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $132,598 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $453,504 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $453,504 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,803 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $446,701 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,335 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,335 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,117 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,117 | TotalTaxAmt |
| Distributable Before Adj | $21,218 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $21,218 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $21,218 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $68,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $68,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,117 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $67,083 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,218 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $13,121 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,121 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $68,200 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,218 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $46,982 | RemainingDistriFromCorpusAmt |
| Total Corpus | $60,103 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $60,103 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $13,121 | ExcessFromYear1Amt |
| Excess From Current Year | $46,982 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Ca Ag Leadership Foundation | |||||||
| PO Box 479 | Salinas | CA | 93908 | none | ACTIVE | Further the charitable purposes of the Charity selected | $2,500 |
| Filmore Firefighter Foundation | |||||||
| 711 Sespe Ave | Fillmore | CA | 93015 | none | PF | FURTHER THE CHARITABLE PURPOSES OF THE CHARITY SELECTED | $500 |
| Ronald Reagan Pres Foundation Insti | |||||||
| 40 Presidential Drive | Simi Valley | CA | 93065 | none | ACTIVE | Further the charitable purposes of the Charity selected | $200 |
| UC Davis Foundation | |||||||
| One Shields Avenue | Davis | CA | 95616 | none | ACTIVE | Further the charitable purposes of the Charity selected | $30,000 |
| Ojai Independence Day Committee | |||||||
| PO BOX 1176 | Ojai | CA | 93024 | none | ACTIVE | Further the charitable purposes of the Charity selected | $250 |
| Museum of Ventura County | |||||||
| 100 East Main Street | Ventura | CA | 93001 | none | Further the charitable purposes of the Charity selected | $21,000 | |
| House Farm Workers | |||||||
| PO Box 402 | Santa Paula | CA | 93061 | Further the charitable purposes of the Charity selected | $3,000 | ||
| Treasure Our Farms | |||||||
| 1672 Donlon Street | Ventura | CA | 93003 | none | Further the charitable purposes of the Charity selected | $10,000 | |
| University of Colorado Boulder | |||||||
| University of Colorado at Boulder | Boulder | CO | 80309 | Further the charitable purposes of the Charity selected | $750 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $68,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $248 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,260 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $112,157 | ExclusionAmt |
| Related Or Exempt Function Incm | -$1,823 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $113,665 | ExclusionAmt |
| Related Or Exempt Function Incm | -$1,823 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $111,842 | 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 | $30,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $1,350 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | BOY Book ValueBOYBookValueAmt |
|---|---|---|
| Rounding | $1 | |
| unrealized appreciation on securities | $277,176 | $266,046 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK SERVICE CHARGE | $82 | $82 |
| CA Form 100 filing Fee | $10 | $10 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Option liability | Desc |
| EOY Book Value | $2,471 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CA TAXES | $25 | $25 |
| FEDERAL TAXES | $28 | $28 |
Comments