WELZ FAMILY CHILDRENS FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
WELZ FAMILY CHILDRENS FOUNDATION (EIN 68-6190796)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-08-17
IRS object ID
202632299349100238
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-08-17T12:15:53-00:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN593777666PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BROADSTREET FINANCIAL GROUP INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 PROVIDENCE MINE RD STE 110AddressLine1Txt
CityNEVADA CITYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95959ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN686190796EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WELZ FAMILY CHILDREN'S FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWELZBusinessNameControlTxt
Phone5302725535PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 3046AddressLine1Txt
CityGRASS VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95945ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJUDY BAGLEYPersonNm
Person TitleSECRETARYTREASURERPersonTitleTxt
Phone5302725535PhoneNum
Signature2026-08-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonP A GLEICHERPreparerPersonNm
PTINP00402382PTIN
Phone5302652860PhoneNum
Preparation2026-08-17PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$584,945FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Gross Rents Rev And Expnss$55,296GrossRentsRevAndExpnssAmt
Net Rental Income Or Loss$55,296NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$13,152NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$23,102GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$3,048OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$71,499TotalRevAndExpnssAmt
Total Net Invst Incm$3TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$350AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$502TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$14,082DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$32,461OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$47,395TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$55,395TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$16,104ExcessRevenueOverExpensesAmt
Net Investment Income$3NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,389CashBOYAmt
Cash EOY$14,093CashEOYAmt
Cash EOYFMV$14,093CashEOYFMVAmt
Sav And Temp Cash Invst BOY$35,104SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$597SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$597SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$34,233OtherInvestmentsBOYAmt
Other Investments EOY$94,805OtherInvestmentsEOYAmt
Other Investments EOYFMV$94,805OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$744,046LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$268,596LandBldgEquipAccumDeprecAmt
Land BOY$489,252LandBOYAmt
Land EOY$475,450LandEOYAmt
Land EOYFMV$475,450LandEOYFMVAmt
Total Assets BOY$568,978TotalAssetsBOYAmt
Total Assets EOY$584,945TotalAssetsEOYAmt
Total Assets EOYFMV$584,945TotalAssetsEOYFMVAmt
Other Liabilities BOY$5,017OtherLiabilitiesBOYAmt
Other Liabilities EOY$4,880OtherLiabilitiesEOYAmt
Total Liabilities BOY$5,017TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,880TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$563,961NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$580,065NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$563,961TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$580,065TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$568,978TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$584,945TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$563,961TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$16,104ExcessRevenueOverExpensesAmt
Subtotal$580,065SubtotalAmt
Tot Net Ast Or Fund Balances EOY$580,065TotNetAstOrFundBalancesEOYAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
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
Individual With BooksJUDY BAGLEY SECRETARYTREASURERIndividualWithBooksNm
Phone5302725535PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3046AddressLine1Txt
CityGRASS VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95945ZIPCd
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
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
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JUDY BAGLEY
PO BOX 3046GRASS VALLEYCA95945SEC/TREASURER010.00$0
LENDA WELZ
625 ESKATON CIRGRASS VALLEYCA95945DIRECTOR010.00$0
HOSEA BOSTIC
101 REICH LNPORT ANGELESWA98632PRESIDENT010.00$0
JUDY MICKEL
64 MISSOURI LOOPTOSTONMT59643DIRECTOR010.00$0
STEVE BAKER
PO BOX 992CEDAR RIDGECA95924DIRECTOR000.00$0
VICKI DAY
PO BOX 628NEVADA CITYCA95959DIRECTOR000.00$0
JOHN JEFFREY
11442 N BLOOMFIELD RDNEVADA CITYCA95959DIRECTOR000.00$0
FRANS VELTHUIJSEN
13676 LAVA CAP MINE RDNEVADA CITYCA95959DIRECTOR000.00$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 TENANTS TO GENERATE INCOME FOR DISTRIBUTION TO CHILDRENS' CHARITIESDescription2Txt
Expenses2$0Expenses2Amt
Description3REDUCED RENT TO NON PROFITS OF NEVADA COUNTYDescription3Txt
Expenses3$0Expenses3Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Distributable Amount DistributableAmountGrp

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

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,000ExpensesAndContributionsAmt
Qualifying Distributions$8,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$24,600ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$19,085ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$21,250ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$23,000ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$25,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$112,935TotalExcessDistributionCyovAmt
Qualifying Distributions$8,000QualifyingDistributionsAmt
Remaining Distri From Corpus$8,000RemainingDistriFromCorpusAmt
Total Corpus$120,935TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$24,600ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$96,335ExcessDistriCyovToNextYrAmt
Excess From Year4$19,085ExcessFromYear4Amt
Excess From Year3$21,250ExcessFromYear3Amt
Excess From Year2$23,000ExcessFromYear2Amt
Excess From Year1$25,000ExcessFromYear1Amt
Excess From Current Year$8,000ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHILD ADVOCATE OF NEVADA COUNTY
200 PROVIDENCE MINE RD STE 210NEVADA CITYCA95959PCSPONSORSHIP FOR CHILDREN TO CHILDREN BENEFIT CONCERT$3,000
BRIGHT FUTURES FOR YOUTH
POB 1362GRASS VALLEYCA95945PCSPONSOR BOWL FOR KIDS SAKE PALS PROGRAM$3,000
MUSIC IN THE MOUNTAINS
465 S AUBURN STGRASS VALLEYCA95945PCYOUTH MUSIC COMPETITION$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Business531120BusinessCd
Unrelated Business Taxbl Incm$55,296UnrelatedBusinessTaxblIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$3,051UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$13,152UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$71,499UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$71,499TotalIncomeProducingActyAmt

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)
CategoryINCOME TAX PREPARATIONCategoryTxt
Amt$350Amt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (7 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmt
RENTAL BUILDING2004-08-05$484,891$248,049S/L0000000040.000000000000$12,122
MAJOR REPAIRS2018-04-25$17,648$3,033S/L0000000039.000000000000$452
BUILDING IMPROVEMENTS2018-04-25$2,000$342S/L0000000039.000000000000$51
BUILDING IMPROVEMENTS2020-07-01$8,399$959S/L0000000039.000000000000$215
BUILDING IMPROVEMENTS2021-07-01$19,648$1,743S/L0000000039.000000000000$504
BUILDING IMPROVEMENTS2023-07-01$17,860$668S/L0000000039.000000000000$458
MAJOR REPAIRS2025-06-06$20,145S/L0000000039.000000000000$280

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetKLA CORPAssetDesc
Acquired1993-09AcquiredDt
How AcquiredDHowAcquiredTxt
Sold2025-07SoldDt
Gross Sales Price$23,102GrossSalesPriceAmt
Basis$9,950BasisAmt
Basis MethodFMVBasisMethodTxt
Total Net$13,152TotalNetAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$94,805BookValueAmt
EOYFMV$94,805EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
BUILDINGS$484,891$260,171$224,720$224,720
IMPROVEMENTS$65,555$8,425$57,130$57,130
LAND$193,600$193,600$193,600

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
REIMBURSEMENT$530
MISC$62
RENTAL EXPENSES$31,006
OFFICE EXPENSES$863

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INVESTMENT INCOMEDesc
Revenue And Expenses Per Books$3,048RevenueAndExpensesPerBooksAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescLEASE DEPOSITSDesc
BOY Book Value$5,017BOYBookValueAmt
EOY Book Value$4,880EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
INCOME$452
REGSITRY OF CHARITABLE TRUSTS$50

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