IN HIS NAME FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
IN HIS NAME FOUNDATION (EIN 46-2704067)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-02-20
IRS object ID
201520519349100007
Schema version
2014v5.0
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)
Return2015-02-20T20:35:01-08:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Wertz & Company LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15450 Trabuco RoadAddressLine1Txt
CityIrvineCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92620ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN462704067EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1In His Name FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINHIBusinessNameControlTxt
Phone9497565000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15450 Trabuco RdAddressLine1Txt
CityIrvineCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92620ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDonna WertzPersonNm
Person TitlePresidentPersonTitleTxt
Signature2015-02-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRuss WertzPreparerPersonNm
PTINP01276268PTIN
Phone9497565000PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,172FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$60,000ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$60,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$10TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$118OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$118OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$128TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$128TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$57,285ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$57,285ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$57,413TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$57,413TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,587ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,585CashBOYAmt
Cash EOY$11,172CashEOYAmt
Cash EOYFMV$11,172CashEOYFMVAmt
Total Assets BOY$8,585TotalAssetsBOYAmt
Total Assets EOY$11,172TotalAssetsEOYAmt
Total Assets EOYFMV$11,172TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$8,585UnrestrictedBOYAmt
Unrestricted EOY$11,172UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$8,585TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,172TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,585TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,172TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,585TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,587ExcessRevenueOverExpensesAmt
Subtotal$11,172SubtotalAmt
Tot Net Ast Or Fund Balances EOY$11,172TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
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 Line1Russ WertzBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9497565000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15450 Trabuco RdAddressLine1Txt
CityIrvineCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92620ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Donna Wertz
5450 Trabuco RdIrvineCA92620President3.00$0
Madison Wertz
5450 Trabuco RdIrvineCA92620Vice Pres.3.00$0
Russ Wertz
5450 Trabuco RdIrvineCA92620Secretary3.00$0
Andrea Wertz
5450 Trabuco RdIrvineCA92620Treasurer3.00$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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,879AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,879TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$9,879AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$148CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,731NetVlNoncharitableAssetsAmt
Minimum Investment Return$487MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$487MinimumInvestmentReturnAmt
Distributable Before Adj$487DistributableBeforeAdjAmt
Distributable Before Ded$487DistributableBeforeDedAmt
Distributable As Adjusted$487DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$57,413ExpensesAndContributionsAmt
Qualifying Distributions$57,413QualifyingDistributionsAmt
Adjusted Qualifying Distri$57,413AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$487DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$50,689ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$50,689TotalExcessDistributionCyovAmt
Qualifying Distributions$57,413QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$487AppliedToCurrentYearAmt
Remaining Distri From Corpus$56,926RemainingDistriFromCorpusAmt
Total Corpus$107,615TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$107,615ExcessDistriCyovToNextYrAmt
Excess From Year1$50,689ExcessFromYear1Amt
Excess From Current Year$56,926ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
PB&J FOODS INC
28052 Camino Capistrano 204LAGUNA NIGUELCA92677NON-PROF.TO PRODUCE, PROVIDE AND DISTRIBUTE NUTRITIONAL FOOD PRODUCTS TO THOSE IN NEED.$42,285
NORTHRISE UNIVERSITY - ZAMBIA
NON-PROF.TO FUND LEARNING/EDUCATION IN ZAMBIA.$5,00030029 KITWE-NDOLA HWYNDOLANDOLA, COPPERBELTZA10101
PASTOR KEN BAUGH
24022 CARAVEL PLACELAGUNA NIGUELCA92677N/APASTORAL TEACHING IN RELATION TO TRINITY RANCH EXPERIENCE.$5,000
NKHOMA HOSPITAL
TO PROVIDE MEDICAL CARE.$5,000NKHOMANKHOMANKHOMA, MALAWIMI
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$57,285TotalGrantOrContriPdDurYrAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonWERTZ COMPANY LLPContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line15450 TRABUCO RDAddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92620ZIPCd
FieldValueIRS element (for citing)
Total Contributions$60,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$93$93
LICENSES$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$10Amt
Disbursements Charitable Prps$10DisbursementsCharitablePrpsAmt

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