DIANE AND STEVE CLARK FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DIANE AND STEVE CLARK FAMILY FOUNDATION (EIN 20-5632349)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202243159349102479
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T22:04:07-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205632349 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Diane and Steve Clark Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | DIAN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | diane m clark | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | diane m | PersonFirstNm |
| Person Last | clark | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,393,058 | 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 | $364,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $330 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $330 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $133,592 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $133,592 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $408,937 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,896,131 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $389,276 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $906,859 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $523,198 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $67,065 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,970 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $37,095 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,815 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $55 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $960 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,624 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $21,211 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $21,211 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $92,715 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,025 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $59,266 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $190,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $190,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $283,015 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,025 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $249,566 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $623,844 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $493,173 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $273,642 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $441,497 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $441,497 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,043,001 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,550,768 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,951,561 | CorporateStockEOYFMVAmt |
| Land BOY | $48,083 | LandBOYAmt |
| Total Assets BOY | $4,364,726 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,992,265 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,393,058 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $21,205 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $24,900 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $21,205 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,900 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,343,521 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,967,365 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,343,521 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,967,365 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,364,726 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,992,265 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,343,521 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $623,844 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,967,365 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,967,365 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|
| Publicly-traded Securities | $1,526,131 | $1,433,236 | $92,895 | |||
| 2513 E CAMPO BELLO DR, PHOENIX, AZ-LT 38/UNIT 2 | $357,838 | $61,457 | $296,381 | P | 2011-07-14 | 2021-10-13 |
| CAMPO BELLO - BLDG IMPROVEMENTS | $5,989 | $5,989 | P | 2014-08-22 | 2021-10-13 | |
| CAMPO BELLO - BLDG IMPROVEMENTS | $6,173 | $6,173 | P | 2011-08-26 | 2021-10-13 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $389,276 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,855 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,855 | SubtotalAmt |
| Tax Based On Investment Income | $6,855 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,655 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,155 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $300 | OverpaymentAmt |
| Applied To ES Tax | $300 | AppliedToESTaxAmt |
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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Diane Clark | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, Co- Pres | 1.0 | $0 | $0 | $0 |
| Steve Clark | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres, Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,387,830 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $283,130 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,670,960 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,670,960 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,064 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,585,896 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $279,295 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $279,295 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,855 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,855 | TotalTaxAmt |
| Distributable Before Adj | $272,440 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $66,120 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $338,560 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $338,560 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $249,566 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $249,566 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $338,560 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $223,444 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $249,566 | QualifyingDistributionsAmt |
| Applied To Year1 | $223,444 | AppliedToYear1Amt |
| Applied To Current Year | $26,122 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $312,438 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Diane Clark | ContributingManagerNm |
| Contributing Manager | Steve Clark | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 100 CLUB OF ARIZONA | |||||||
| 333 N 44TH ST STE 100 | PHOENIX | AZ | 85008 | N/A | PC | General & Unrestricted | $1,000 |
| BIBLE STUDY FELLOWSHIP | |||||||
| 19001 HUEBNER RD | SAN ANTONIO | TX | 78258 | N/A | PC | General & Unrestricted | $1,000 |
| CENTER FOR ARIZONA POLICY INC | |||||||
| PO BOX 97250 | PHOENIX | AZ | 85060 | N/A | PC | Charitable Event | $8,500 |
| CENTER FOR ARIZONA POLICY INC | |||||||
| PO BOX 97250 | PHOENIX | AZ | 85060 | N/A | PC | General & Unrestricted | $20,000 |
| CURE INTERNATIONAL INC | |||||||
| 17011 HICKORY ST | SPRING LAKE | MI | 49456 | N/A | PC | 2.5 Surgeries fund for vulnerable children with treatable disabilities | $2,500 |
| EVANGELICAL COVENANT CHURCH | |||||||
| 8303 W HIGGINS RD | CHICAGO | IL | 60631 | N/A | PC | General & Unrestricted | $500 |
| GLOBAL TRAINING NETWORK INC | |||||||
| PO BOX 6507 | PEORIA | AZ | 85385 | N/A | PC | General & Unrestricted | $7,500 |
| HEALTH VOLUNTEERS OVERSEAS | |||||||
| 1900 L ST NW STE 310 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $500 |
| HOPE INTERNATIONAL | |||||||
| 227 GRANITE RUN DR STE 250 | LANCASTER | PA | 17601 | N/A | PC | Livelihoods and learning for families and their community - skills and training fund | $1,000 |
| HOPE INTERNATIONAL | |||||||
| 227 GRANITE RUN DR STE 250 | LANCASTER | PA | 17601 | N/A | PC | Clean water tap program | $1,000 |
| LA CASA DE CRISTO LUTHERAN CHURCH | |||||||
| 6300 E BELL RD | SCOTTSDALE | AZ | 85254 | N/A | PC | Building program for La Sagrada Familia | $100,000 |
| LA CASA DE CRISTO LUTHERAN CHURCH | |||||||
| 6300 E BELL RD | SCOTTSDALE | AZ | 85254 | N/A | PC | Campo Bello/La Sagrada Kitchen Project | $3,200 |
| LA CASA DE CRISTO LUTHERAN CHURCH | |||||||
| 6300 E BELL RD | SCOTTSDALE | AZ | 85254 | N/A | PC | Campo Bello/La Sagrada Storage Building Project | $2,600 |
| MENTORKIDS USA | |||||||
| 1776 N SCOTTSDALE RD UNIT 1148 | SCOTTSDALE | AZ | 85252 | N/A | PC | Palomino Promise Neighborhood Support fund | $38,000 |
| ORCHARD AFRICA | |||||||
| 1176 E WARNER RD STE 201 | GILBERT | AZ | 85296 | N/A | PC | General & Unrestricted | $1,000 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | Program Adopt a shoebox | $125 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | Program Hot meals for a child | $125 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | Program Baby chicks | $125 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | Program Jesus loves me Lamb | $250 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | Program Feed a crisis stricken family | $125 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | Balls and sports gear fund | $125 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | Gospel booklets fund | $125 |
| ST MARYS FOOD BANK ALLIANCE | |||||||
| 2831 N 31ST AVE | PHOENIX | AZ | 85009 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $190,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $330 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $133,592 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $408,937 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $542,859 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $542,859 | 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 | Clark Scott M | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3610 E Donald Dr | AddressLine1Txt |
| City | Phoenix | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $364,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| E. CAMPO BELLO DR | 2011-07-15 | $53,958 | $13,148 | SL | 39 | $1,153 |
| BLDG IMPROVEMENTS | 2011-08-05 | $6,173 | $3,914 | SL | 15 | $343 |
| BLDG IMPROVEMENTS | 2014-08-22 | $5,989 | $975 | SL | 39 | $128 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (79 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $16,393 | $17,763 |
| ABBVIE INC | $16,143 | $27,080 |
| ALTRIA GROUP INC | $38,857 | $41,608 |
| AMERICAN FDS INCOME FD OF AMER | $225,014 | $458,637 |
| AMGEN INC | $7,020 | $9,449 |
| APPLE INC | $26,292 | $35,514 |
| BANK OF AMERICA CORP | $19,581 | $23,758 |
| BERKSHIRE HATHAWAY INC. CLASS | $177,044 | $306,475 |
| BEST BUY INC | $23,212 | $20,320 |
| BRISTOL-MYERS SQUIBB CO | $18,007 | $17,333 |
| CHEVRON CORP | $24,849 | $35,322 |
| CISCO SYSTEMS INC | $30,944 | $48,415 |
| COMPASS MINERALS INTERNATIONAL | $18,782 | $17,929 |
| CVS CAREMARK CORP | $18,653 | $29,813 |
| DARDEN RESTAURANTS INC | $15,096 | $15,064 |
| DOMINION ENERGY INC | $15,130 | $15,712 |
| DUKE ENERGY CO | $13,357 | $18,987 |
| EATON CORP PLC | $9,182 | $20,047 |
| EBAY INC | $14,121 | $13,300 |
| ENBRIDGE INC | $17,130 | $21,611 |
| FIRST TRUST EXCHANGE TRADED FD | $528,053 | $523,096 |
| FIRST TRUST MORNINGSTAR DIVIDE | $20,365 | $27,595 |
| FIRST TRUST NORTH AMERICAN ENE | $14,599 | $16,124 |
| FIRST TRUST RISING DIV ACHEIVE | $26,338 | $28,795 |
| FIRST TRUST SENIOR LOAN FUND | $158,973 | $157,321 |
| FIRST TRUST TCW OPP FIXED INC | $351,158 | $349,496 |
| FT CBOE VEST US EQUITY BUFFER | $27,861 | $29,456 |
| FT CBOE VEST US EQUITY DEEP BU | $62,619 | $64,778 |
| FT-PREFERRED SECUR & INC ETF | $114,748 | $124,033 |
| GENERAL ELECTRIC CO | $11,464 | $14,171 |
| GENUINE PARTS COMPANY | $8,516 | $15,142 |
| GILEAD SCIENCES INC | $13,448 | $14,522 |
| INTEL CORP | $10,738 | $12,824 |
| INTERCONTINENTAL EXCHANGE, INC | $23,387 | $27,354 |
| INVESCO SENIOR LOAN ETF | $135,202 | $135,716 |
| ISHARES CORE MSCI EAFE ETF | $19,054 | $21,571 |
| ISHARES EMERGING MARKETS DIVID | $23,485 | $22,908 |
| ISHARES FLOATING RATE NOTE FUN | $29,227 | $29,271 |
| ISHARES GOLD TR | $13,644 | $13,924 |
| ISHARES RUSSELL 1000 INDEX FD | $40,724 | $47,333 |
| ISHARES SHORT TERM CORPORATE B | $224,173 | $230,499 |
| JOHNSON & JOHNSON | $5,055 | $8,725 |
| JP MORGAN CHASE | $15,003 | $23,277 |
| KIMBERLY CLARK CORP | $27,096 | $28,584 |
| LAMAR ADVERTISING CO CL A REIT | $17,142 | $37,482 |
| MCDONALD'S CORP | $11,381 | $16,620 |
| MERCK & CO INC | $21,875 | $22,992 |
| MICROSOFT CORP | $21,921 | $33,632 |
| ORACLE CORP | $10,311 | $8,721 |
| ORION OFFICE REIT ORD SHS | $536 | $485 |
| PAYCHEX | $11,353 | $20,066 |
| PFIZER INC | $10,304 | $18,837 |
| PHYSICIANS REALTY TRUST | $8,470 | $9,038 |
| PRINCIPAL FINANCIAL GROUP | $12,801 | $18,950 |
| QUALCOMM INC | $17,250 | $18,104 |
| REALTY INCOME CORP | $11,697 | $18,971 |
| SPIRIT REALTY CAPITAL, INC | $13,117 | $17,782 |
| STARBUCKS CORP COM | $11,462 | $18,598 |
| TECHNOLOGY SPDR | $26,135 | $34,774 |
| TEXAS INSTRUMENTS INC | $11,500 | $19,601 |
| THE COCA-COLA CO | $6,840 | $10,006 |
| UNITED PARCEL SERVICE | $6,597 | $14,361 |
| VANGUARD DIVIDEND APPRECIATION | $48,289 | $96,867 |
| VANGUARD GROWTH ETF | $299,137 | $792,945 |
| VANGUARD HIGH DIV YIELD | $212,996 | $237,113 |
| VANGUARD SHORT TERM CORPORATE | $362,960 | $371,602 |
| VERIZON COMMUNICATIONS | $56,520 | $56,325 |
| VERTEX PHARMCTLS INC | $20,546 | $21,960 |
| WAL-MART STORES INC | $29,165 | $28,938 |
| WASTE MANAGEMENT INC | $10,153 | $19,527 |
| WELLS FARGO & CO | $17,993 | $18,472 |
| WISDOMTREE DEFA | $19,780 | $20,010 |
| WISDOMTREE EARNINGS 500 FUND | $99,888 | $167,447 |
| WISDOMTREE EMERGING MARKETS | $14,505 | $12,345 |
| WISDOMTREE EMERGING MARKETS EQ | $64,804 | $72,214 |
| WISDOMTREE INTL S/C DVD FUND | $33,768 | $33,143 |
| WISDOMTREE MIDCAP DIVIDEND F | $94,276 | $134,854 |
| WISDOMTREE SC DIV | $42,261 | $60,890 |
| WISDOMTREE TRUST WISDOMTREE US | $243,298 | $307,237 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt |
|---|
| E. CAMPO BELLO DR |
| BLDG IMPROVEMENTS |
| BLDG IMPROVEMENTS |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $20,296 | $20,296 |
| Property insurance | $890 | $890 |
| State or Local Filing Fees | $25 | $25 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING OPTIONS | Desc |
| BOY Book Value | $21,205 | BOYBookValueAmt |
| EOY Book Value | $24,900 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $29,970 | $29,970 | |
| REPAIR SERVICES | $16,762 | $16,762 | |
| REAL ESTATE FEES | $20,333 | $20,333 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 990-PF Estimated Tax for 2021 | $1,800 | ||
| Foreign Tax Paid | $55 | $55 | |
| Property Taxes | $960 | $960 |
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