DIANE AND STEVE CLARK FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DIANE AND STEVE CLARK FAMILY FOUNDATION (EIN 20-5632349)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-09
- IRS object ID
- 202113139349101411
- Schema version
- 2020v4.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-09T09:11:31-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | co-president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-11-03 | 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 | 2020 | 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 | $5,337,630 | 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 | $180,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $243 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $243 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $130,583 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $130,583 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$28,544 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,393,869 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $44 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $44 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $282,326 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $130,870 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $26,522 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,522 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,982 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $59 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,192 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,950 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $19,126 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $19,126 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,580 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,581 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,318 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $209,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $209,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $260,080 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,581 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $229,818 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,246 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $104,289 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $357,082 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $273,642 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $273,642 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,945,286 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,043,001 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,947,577 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $66,120 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,037 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $50,033 | LandBOYAmt |
| Land EOY | $48,083 | LandEOYAmt |
| Land EOYFMV | $116,411 | LandEOYFMVAmt |
| Total Assets BOY | $4,352,401 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,364,726 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,337,630 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $31,126 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $21,205 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $31,126 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,205 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,321,275 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,343,521 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,321,275 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,343,521 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,352,401 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,364,726 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,321,275 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,246 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,343,521 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,343,521 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,393,869 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,421,556 | CostOrOtherBasisAmt |
| Gain Or Loss | -$27,687 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$27,687 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$27,687 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,450 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,450 | SubtotalAmt |
| Tax Based On Investment Income | $1,450 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,305 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $3,305 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,855 | OverpaymentAmt |
| Applied To ES Tax | $1,855 | 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 | $4,449,997 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $357,226 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,807,223 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,807,223 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,108 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,735,115 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $236,756 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $236,756 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,450 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,450 | TotalTaxAmt |
| Distributable Before Adj | $235,306 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $235,306 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $235,306 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $229,818 | 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 | $229,818 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $229,818 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $235,306 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $217,956 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $229,818 | QualifyingDistributionsAmt |
| Applied To Year1 | $217,956 | AppliedToYear1Amt |
| Applied To Current Year | $11,862 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $223,444 | 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 (32 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 | Voters Guide Program | $5,000 |
| CURE INTERNATIONAL INC | |||||||
| 17011 HICKORY ST | SPRING LAKE | MI | 49456 | N/A | PC | Gift of Healing program | $2,500 |
| DIOCESAN COUNCIL FOR THE SOCIETY OF ST VINCENT DE | |||||||
| PO BOX 13600 | PHOENIX | AZ | 85002 | N/A | PC | Feed the homeless fund | $1,500 |
| EVANGELICAL COVENANT CHURCH | |||||||
| 8303 W HIGGINS RD | CHICAGO | IL | 60631 | N/A | PC | General & Unrestricted | $500 |
| FAMILY LIFE BROADCASTING INC | |||||||
| PO BOX 35300 | TUCSON | AZ | 85740 | N/A | PC | General & Unrestricted | $500 |
| FEED MY STARVING CHILDREN | |||||||
| 401 93RD AVE NW | COON RAPIDS | MN | 55433 | N/A | PC | General & Unrestricted | $1,000 |
| FOOD FOR THE HUNGRY INC | |||||||
| 1224 E WASHINGTON ST | PHOENIX | AZ | 85034 | N/A | PC | General & Unrestricted | $500 |
| GLOBAL TRAINING NETWORK INC | |||||||
| PO BOX 6507 | PEORIA | AZ | 85385 | N/A | PC | General & Unrestricted | $3,500 |
| HARVEST COMPASSION CENTER EAST VALLEY | |||||||
| 1120 GILBERT RD STE 11 | GILBERT | AZ | 85296 | N/A | PC | General & Unrestricted | $1,500 |
| HEALTH VOLUNTEERS OVERSEAS | |||||||
| 1900 L ST NW STE 310 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $500 |
| HOMES FOR OUR TROOPS INC | |||||||
| 6 MAIN ST | TAUNTON | MA | 02780 | N/A | PC | General & Unrestricted | $500 |
| HOPE INTERNATIONAL | |||||||
| 227 GRANITE RUN DR STE 250 | LANCASTER | PA | 17601 | N/A | PC | General & Unrestricted | $2,000 |
| LA CASA DE CRISTO LUTHERAN CHURCH | |||||||
| 6300 E BELL RD | SCOTTSDALE | AZ | 85254 | N/A | PC | Good Samaritan Fund | $5,000 |
| LA CASA DE CRISTO LUTHERAN CHURCH | |||||||
| 6300 E BELL RD | SCOTTSDALE | AZ | 85254 | N/A | PC | La Casa de Cristo Program | $16,000 |
| LA CASA DE CRISTO LUTHERAN CHURCH | |||||||
| 6300 E BELL RD | SCOTTSDALE | AZ | 85254 | N/A | PC | La Casa De Cristo debt reduction fund | $5,000 |
| LA CASA DE CRISTO LUTHERAN CHURCH | |||||||
| 6300 E BELL RD | SCOTTSDALE | AZ | 85254 | N/A | PC | Good Samaritan Fund | $10,000 |
| LA CASA DE CRISTO LUTHERAN CHURCH | |||||||
| 6300 E BELL RD | SCOTTSDALE | AZ | 85254 | N/A | PC | La Casa de Cristo Building Fund | $9,500 |
| LA CASA DE CRISTO LUTHERAN CHURCH | |||||||
| 6300 E BELL RD | SCOTTSDALE | AZ | 85254 | N/A | PC | La Sagrada Familia Building Fund | $100,000 |
| MAKE-A-WISH FOUNDATION OF AMERICA | |||||||
| 1702 E HIGHLAND AVE STE 400 | PHOENIX | AZ | 85016 | N/A | PC | General & Unrestricted | $500 |
| MENTORKIDS USA | |||||||
| 15300 N 90TH ST STE 200 | SCOTTSDALE | AZ | 85260 | N/A | PC | Palomino Promise Neighborhood Christian After-School program | $38,000 |
| PHOENIX GOSPEL MISSION | |||||||
| 1540 W VAN BUREN ST | PHOENIX | AZ | 85007 | N/A | PC | General & Unrestricted | $1,000 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | General & Unrestricted | $1,000 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | Balls and sports gear program | $125 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | Baby chicks program | $125 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | Adopt a shoebox program | $125 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | Feed a crisis stricken family fund | $125 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | hot meals for a child program | $125 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | Jesus loves me Lamb program | $250 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | Gospel booklets program | $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 | $209,500 | 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 | $243 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $130,583 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$28,544 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $44 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $102,326 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $102,326 | 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 | $180,000 | 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 | $11,764 | SL | 39 | $1,384 |
| BLDG IMPROVEMENTS | 2011-08-05 | $6,173 | $3,502 | SL | 15 | $412 |
| BLDG IMPROVEMENTS | 2014-08-22 | $5,989 | $821 | SL | 39 | $154 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (79 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $16,393 | $17,479 |
| ABBVIE INC | $16,143 | $21,430 |
| ALTRIA GROUP INC | $38,857 | $35,998 |
| AMERICAN FDS INCOME FD OF AMER | $225,014 | $417,881 |
| AMERISOURCEBERGEN CORP | $17,024 | $19,552 |
| AMGEN INC | $7,020 | $9,657 |
| AT&T, INC | $11,388 | $10,526 |
| BANK OF AMERICA CORP | $21,149 | $25,279 |
| BARRICK GOLD CORPORATION | $17,914 | $13,668 |
| BERKSHIRE HATHAWAY INC. CLASS | $177,044 | $237,667 |
| BEST BUY INC | $11,599 | $9,979 |
| BHP BILLITON LIMITED | $10,987 | $13,068 |
| CATERPILLAR INC | $11,402 | $16,382 |
| CHEVRON CORP | $15,486 | $16,974 |
| CISCO SYSTEMS INC | $21,900 | $25,239 |
| CLOROX CO | $20,357 | $20,192 |
| COGNIZANT TECHNOLOGY SOLUTIONS | $13,912 | $16,390 |
| COMPASS MINERALS INTERNATIONAL | $18,782 | $21,664 |
| CVS CAREMARK CORP | $18,653 | $19,739 |
| DOMINION ENERGY INC | $7,816 | $7,520 |
| DUKE ENERGY CO | $13,357 | $16,572 |
| EATON CORP PLC | $13,457 | $20,424 |
| EBAY INC | $10,346 | $10,050 |
| ENBRIDGE INC | $17,130 | $17,690 |
| FIRST TRUST EXCHANGE TRADED FD | $528,053 | $532,606 |
| FIRST TRUST LOW DURATION OPPOR | $223,768 | $221,630 |
| FIRST TRUST MORNINGSTAR DIVIDE | $20,365 | $22,962 |
| FIRST TRUST NORTH AMERICAN ENE | $14,599 | $13,547 |
| FIRST TRUST SENIOR LOAN FUND | $158,973 | $156,238 |
| FT CBOE VEST US EQUITY BUFFER | $20,135 | $20,938 |
| FT CBOE VEST US EQUITY DEEP BU | $23,974 | $24,643 |
| FT-PREFERRED SECUR & INC ETF | $114,748 | $123,240 |
| GENERAL ELECTRIC CO | $4,627 | $6,480 |
| GENUINE PARTS COMPANY | $12,458 | $15,868 |
| GILEAD SCIENCES INC | $13,448 | $11,652 |
| HANESBRANDS INC | $14,855 | $11,562 |
| HOME DEPOT INC | $8,958 | $11,687 |
| INTEL CORP | $10,738 | $12,405 |
| INTERCONTINENTAL EXCHANGE, INC | $8,896 | $11,529 |
| ISHARES CORE MSCI EAFE ETF | $19,054 | $19,967 |
| ISHARES EMERGING MARKETS DIVID | $23,485 | $22,152 |
| ISHARES SHORT MATURITY BOND ET | $27,350 | $27,895 |
| ISHARES SHORT TERM CORPORATE B | $224,173 | $236,017 |
| JOHNSON & JOHNSON | $44,554 | $55,240 |
| JP MORGAN CHASE | $15,003 | $18,679 |
| KIMBERLY CLARK CORP | $14,156 | $13,483 |
| LAMAR ADVERTISING CO CL A REIT | $17,142 | $25,715 |
| MCDONALD'S CORP | $11,381 | $13,304 |
| OPPENHEIMER SENIOR FLTG RATE F | $140,577 | $140,577 |
| ORACLE CORP | $10,545 | $12,938 |
| PAYCHEX | $11,353 | $13,697 |
| PAYPAL HOLDINGS, INC | $19,300 | $23,420 |
| PFIZER INC | $10,304 | $11,742 |
| PHYSICIANS REALTY TRUST | $8,470 | $8,544 |
| PRINCIPAL FINANCIAL GROUP | $12,801 | $12,998 |
| PROCTER GAMBLE CO | $5,079 | $8,627 |
| REALTY INCOME CORP | $14,037 | $19,770 |
| SPIRIT REALTY CAPITAL, INC | $16,458 | $18,599 |
| STARBUCKS CORP COM | $11,462 | $17,010 |
| STEEL DYNAMICS INC | $6,672 | $7,374 |
| TEXAS INSTRUMENTS INC | $11,500 | $17,070 |
| THE COCA-COLA CO | $6,840 | $9,268 |
| UNITED PARCEL SERVICE | $12,210 | $20,882 |
| VANGUARD DIVIDEND APPRECIATION | $79,687 | $134,112 |
| VANGUARD GROWTH ETF | $299,138 | $626,002 |
| VANGUARD HIGH DIV YIELD | $33,976 | $41,271 |
| VANGUARD SHORT TERM CORPORATE | $362,960 | $380,701 |
| VERIZON COMMUNICATIONS | $46,502 | $52,816 |
| VIATRIS ORD SHS | $558 | $731 |
| WASTE MANAGEMENT INC | $34,567 | $41,511 |
| WISDOMTREE DEFA | $19,780 | $18,733 |
| WISDOMTREE DIV TOP 100 | $33,797 | $33,241 |
| WISDOMTREE EARNINGS 500 FUND | $130,536 | $171,363 |
| WISDOMTREE EM MKTS | $26,257 | $27,439 |
| WISDOMTREE EMERGING MARKETS EQ | $40,302 | $45,172 |
| WISDOMTREE INTL S/C DVD FUND | $33,768 | $30,650 |
| WISDOMTREE MIDCAP DIVIDEND F | $94,276 | $105,822 |
| WISDOMTREE SC DIV | $42,261 | $49,290 |
| WISDOMTREE TRUST WISDOMTREE US | $139,005 | $175,748 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| E. CAMPO BELLO DR | $53,958 | $13,148 | $40,810 | $109,138 |
| BLDG IMPROVEMENTS | $6,173 | $3,914 | $2,259 | $2,259 |
| BLDG IMPROVEMENTS | $5,989 | $975 | $5,014 | $5,014 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $18,257 | $18,257 |
| Property insurance | $844 | $844 |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $44 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $44 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING OPTIONS | Desc |
| BOY Book Value | $31,126 | BOYBookValueAmt |
| EOY Book Value | $21,205 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $26,522 | Amt |
| Net Investment Income | $26,522 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 990-PF Estimated Tax for 2020 | $1,100 | ||
| 990-PF Extension for 2019 | $631 | ||
| Foreign Tax Paid | $59 | $59 | |
| Property Taxes | $1,192 | $1,192 |
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