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FINCH FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
FINCH FAMILY FOUNDATION (EIN 47-1609215)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-16
IRS object ID
201622299349100707
Schema version
2015v2.0
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)
Return2016-08-16T09:20:25-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Farber Hass Hurley LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1888 W Ventura Blvd Ste AAddressLine1Txt
CityCamarilloCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93010ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN471609215EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FINCH FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFINCBusinessNameControlTxt
Phone8056407824PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1900 ORANGE ROADAddressLine1Txt
CityOJAICityNm
State AbbreviationCAStateAbbreviationCd
ZIP93023ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES P FINCHPersonNm
Person TitlePresidentPersonTitleTxt
Signature2016-08-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPatricia H FarberPreparerPersonNm
PTINP00081623PTIN
Phone8055048410PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$213,822FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$3,279DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,279DividendsNetInvstIncmAmt
Dividends Adj Net Incm$3,279DividendsAdjNetIncmAmt
Total Rev And Expnss$3,279TotalRevAndExpnssAmt
Total Net Invst Incm$3,279TotalNetInvstIncmAmt
Total Adj Net Incm$3,279TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,250AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$153OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,403TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,903TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$624ExcessRevenueOverExpensesAmt
Net Investment Income$3,279NetInvestmentIncomeAmt
Adjusted Net Income$3,279AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$15,000CashBOYAmt
Cash EOY$14,376CashEOYAmt
Cash EOYFMV$14,376CashEOYFMVAmt
Corporate Stock BOY$33,762CorporateStockBOYAmt
Corporate Stock EOY$33,762CorporateStockEOYAmt
Corporate Stock EOYFMV$199,446CorporateStockEOYFMVAmt
Other Assets BOY$142,974OtherAssetsBOYAmt
Other Assets EOY$165,684OtherAssetsEOYAmt
Total Assets BOY$191,736TotalAssetsBOYAmt
Total Assets EOY$213,822TotalAssetsEOYAmt
Total Assets EOYFMV$213,822TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$191,736RetainedEarningBOYAmt
Retained Earning EOY$213,822RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$191,736TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$213,822TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$191,736TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$213,822TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$191,736TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$624ExcessRevenueOverExpensesAmt
Other Increases$22,710OtherIncreasesAmt
Subtotal$213,822SubtotalAmt
Tot Net Ast Or Fund Balances EOY$213,822TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$66InvestmentIncomeExciseTaxAmt
Subtotal$66SubtotalAmt
Tax Based On Investment Income$66TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$16AppliedToEsTaxAmt
Total Payments And Credits$16TotalPaymentsAndCreditsAmt
Tax Due$50TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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 Line1FARBER & HASS LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8055048410PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1888 W VENTURA BLVD SUITE AAddressLine1Txt
CityCAMARILLOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93010ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JAMES P FINCH
900 ORANGE RDOJAICA93023President0.00$0
KRISTEN A FINCH
900 ORANGE RDOJAICA93023Secretary0.00$0
PATRICIA H FARBER
PO BOX 5266OXNARDCA93031Treasurer0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$188,091AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,688AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$202,779TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$202,779AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,042CashDeemedCharitableAmt
Net Vl Noncharitable Assets$199,737NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,987MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,987MinimumInvestmentReturnAmt
Tax Based On Investment Income$66TaxBasedOnInvestmentIncomeAmt
Total Tax$66TotalTaxAmt
Distributable Before Adj$9,921DistributableBeforeAdjAmt
Distributable Before Ded$9,921DistributableBeforeDedAmt
Distributable As Adjusted$9,921DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,500ExpensesAndContributionsAmt
Qualifying Distributions$2,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$2,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,921DistributableAsAdjustedAmt
Undistributed Income PY$393UndistributedIncomePYAmt
Qualifying Distributions$2,500QualifyingDistributionsAmt
Applied To Year1$393AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,107AppliedToCurrentYearAmt
Undistributed Income CY$7,814UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UC Riverside Foundation
900 University Ave MC063RiversideCA92521noneACTIVEFurther the charitable purposes of the Charity selected$500
Boys and Girls Club of Santa Clara
1400 E Harvard BlvdSanta PaulaCA93060ACTIVEFurther the charitable purposes of the Charity selected$500
Ca Ag Leadership Foundation
PO Box 479SalinasCA93908noneACTIVEFurther the charitable purposes of the Charity selected$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,279ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,279ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,279TotalIncomeProducingActyAmt

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)
CategoryAccountingCategoryTxt
Amt$1,250Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Costco WHolesale Crp$21,345$80,750
Mettler Toledo Intl Inc$12,417$118,696

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
Descunrealized appreciation on securitiesDesc
BOY Book Value$142,974BOYBookValueAmt
EOY Book Value$165,684EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
BANK SERVICE CHARGE$103
CA Form RRF-1 Fee$50

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