IN HIS NAME FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: IN HIS NAME FOUNDATION (EIN 46-2704067)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-02-18
IRS object ID: 201910499349100101
Schema version: 2018v3.1
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
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-02-18T08:52:41-08:00	ReturnTs
Tax Period End	2018-12-31	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	2018-01-01	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	2019-02-18	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

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

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$70,455	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	$100,300	ContriRcvdRevAndExpnssAmt
Total Rev And Expnss	$100,300	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Taxes Rev And Expnss	$10	TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl	$10	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$25	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$25	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$35	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$35	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$56,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$56,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$56,535	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$56,535	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$43,765	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$26,690	CashBOYAmt
Cash EOY	$70,455	CashEOYAmt
Cash EOYFMV	$70,455	CashEOYFMVAmt
Total Assets BOY	$26,690	TotalAssetsBOYAmt
Total Assets EOY	$70,455	TotalAssetsEOYAmt
Total Assets EOYFMV	$70,455	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$26,690	UnrestrictedBOYAmt
Unrestricted EOY	$70,455	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$26,690	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$70,455	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$26,690	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$70,455	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$26,690	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$43,765	ExcessRevenueOverExpensesAmt
Subtotal	$70,455	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$70,455	TotNetAstOrFundBalancesEOYAmt

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
Form990 T Filed	false	Form990TFiledInd
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
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
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
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	false	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Proceeds Or Net Income	false	ProceedsOrNetIncomeInd
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	$48,573	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$48,573	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$48,573	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$729	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$47,844	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,392	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,392	MinimumInvestmentReturnAmt
Distributable Before Adj	$2,392	DistributableBeforeAdjAmt
Distributable Before Ded	$2,392	DistributableBeforeDedAmt
Distributable As Adjusted	$2,392	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$56,535	ExpensesAndContributionsAmt
Qualifying Distributions	$56,535	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$56,535	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,392	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$50,689	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$56,926	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$69,121	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$115,766	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$234,563	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$527,065	TotalExcessDistributionCyovAmt
Qualifying Distributions	$56,535	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$2,392	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$54,143	RemainingDistriFromCorpusAmt
Total Corpus	$581,208	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$50,689	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$530,519	ExcessDistriCyovToNextYrAmt
Excess From Year4	$56,926	ExcessFromYear4Amt
Excess From Year3	$69,121	ExcessFromYear3Amt
Excess From Year2	$115,766	ExcessFromYear2Amt
Excess From Year1	$234,563	ExcessFromYear1Amt
Excess From Current Year	$54,143	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
PB&J FOODS INC
28052 Camino Capistrano 204	LAGUNA NIGUEL	CA	92677	NON-PROF.	TO PRODUCE, PROVIDE AND DISTRIBUTE NUTRITIONAL FOOD PRODUCTS TO THOSE IN NEED.	$40,000
SAN CLEMENTE EDUCATION FOUNDATION
700 AVENIDA PICO	SAN CLEMENTE	CA	92674	NON-PROF.	funds for the benefit of educational and academic enrichment programs at San Clemente High School.	$5,000
JENNIFER GREGORY
4806 FERRINGTON CT	REDDING	CA	96003	I	TO SUPPORT MINISTRY WORK	$10,500
TRINITY RANCH MINISTRIES
145 S STATE COLLEGE SUITE 470	BREA	CA	92821	NON-PROF	Fund teaching/operational expenses in relation to discipleship training	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$56,500	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

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	WERTZ COMPANY LLP	ContributorPersonNm

Contributor US Address ContributorUSAddress

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)
Total Contributions	$95,250	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	LICENSES	Desc
Revenue And Expenses Per Books	$25	RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps	$25	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	TAXES	CategoryTxt
Amt	$10	Amt
Disbursements Charitable Prps	$10	DisbursementsCharitablePrpsAmt

IN HIS NAME FOUNDATION: Form 990PF, tax year 2018

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

Preparer Person PreparerPersonGrp

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

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Comments