DIANE AND STEVE CLARK FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DIANE AND STEVE CLARK FAMILY FOUNDATION (EIN 20-5632349)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349107357
- Schema version
- 2019v5.1
- 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 Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T18:46:46-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520203215000072 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 477C46ACF28576814DDF279F7270F1EC72C6F4AB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2FA466E53C9029BFD3FCAD04E668A86C4955D701 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,107,407 | 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 | $260,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,374 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,374 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $140,328 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $140,328 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,415 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,233,482 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $95,390 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $448,117 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $237,092 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $27,114 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,114 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,080 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,348 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,950 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $17,570 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $17,570 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,714 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,146 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,918 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $198,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $198,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $248,714 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,146 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $217,918 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $199,403 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $209,946 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $415,051 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $357,082 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $357,082 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,683,735 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,945,286 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,632,527 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $66,120 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,087 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $51,983 | LandBOYAmt |
| Land EOY | $50,033 | LandEOYAmt |
| Land EOYFMV | $117,798 | LandEOYFMVAmt |
| Total Assets BOY | $4,150,769 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,352,401 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,107,407 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $28,897 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $31,126 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $28,897 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,126 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,121,872 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,321,275 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,121,872 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,321,275 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,150,769 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,352,401 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,121,872 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $199,403 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,321,275 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,321,275 | 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 | $1,233,482 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,138,092 | CostOrOtherBasisAmt |
| Gain Or Loss | $95,390 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $95,390 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $95,390 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $188,192 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,275,059 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044021 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $163,677 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,937,290 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041571 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $146,422 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,412,346 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042909 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $134,909 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,987,258 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045161 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $127,078 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,875,612 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044192 | DistributionYr5Rt |
| Total Distribution | 0.217854 | TotalDistributionRt |
| Average Distribution | 0.043571 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,585,955 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $199,815 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,099 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $201,914 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $217,918 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,099 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,099 | SubtotalAmt |
| Tax Based On Investment Income | $2,099 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,673 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $631 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,304 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,205 | OverpaymentAmt |
| Applied To ES Tax | $2,205 | 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 | $4,420,049 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $235,743 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,655,792 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,655,792 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,837 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,585,955 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $229,298 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $229,298 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,099 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,099 | TotalTaxAmt |
| Distributable Before Adj | $227,199 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $227,199 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $227,199 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $217,918 | 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 | $217,918 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,099 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $215,819 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $227,199 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $208,675 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $217,918 | QualifyingDistributionsAmt |
| Applied To Year1 | $208,675 | AppliedToYear1Amt |
| Applied To Current Year | $9,243 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $217,956 | 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 (30 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 |
| ATLANTA DREAM CENTER INC | |||||||
| PO BOX 54537 | ATLANTA | GA | 30308 | N/A | PC | General & Unrestricted | $1,000 |
| BIBLE STUDY FELLOWSHIP | |||||||
| 19001 HUEBNER RD | SAN ANTONIO | TX | 78258 | N/A | PC | General & Unrestricted | $1,000 |
| BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX INC | |||||||
| 4309 E BELLEVIEW ST | PHOENIX | AZ | 85008 | N/A | PC | Ed Robson branch Scholarship fund | $3,000 |
| CENTER FOR ARIZONA POLICY INC | |||||||
| PO BOX 97250 | PHOENIX | AZ | 85060 | N/A | PC | General & Unrestricted | $10,000 |
| CURE INTERNATIONAL INC | |||||||
| 17011 HICKORY ST | SPRING LAKE | MI | 49456 | N/A | PC | General & Unrestricted | $2,000 |
| EVANGELICAL COVENANT CHURCH | |||||||
| 8303 W HIGGINS RD | CHICAGO | IL | 60631 | N/A | PC | Josh & Lori Shinar Missionaries | $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 | $6,500 |
| GLOBAL TRAINING NETWORK INC | |||||||
| PO BOX 6507 | PEORIA | AZ | 85385 | N/A | PC | Joel and Kathy Madson missionaries | $1,000 |
| 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 | $1,500 |
| KITCHEN ON THE STREET INC | |||||||
| 2650 E MOHAWK BLDG 3 | PHOENIX | AZ | 85050 | N/A | PC | General & Unrestricted | $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 | New pastor fund La Sagrada Familia | $25,000 |
| LUTHERAN CHURCH OF THE CROSS | |||||||
| 24231 EL TORO RD | LAGUNA WOODS | CA | 92637 | N/A | PC | General & Unrestricted | $1,000 |
| 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 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | Kids without parents program | $125 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | Bees 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 | Blankets program | $125 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | jesus loves me Lamb program | $125 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | Build a church program | $125 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | Schools program | $125 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | milk for kids goats 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 | $198,000 | 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 | $1,374 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $140,328 | 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 | $46,415 | 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 | $188,117 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $188,117 | 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 | 2812 E Questa | AddressLine1Txt |
| City | Phoenix | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $260,000 | 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 | $10,380 | SL | 39 | $1,384 |
| BLDG IMPROVEMENTS | 2011-08-05 | $6,173 | $3,090 | SL | 15 | $412 |
| BLDG IMPROVEMENTS | 2014-08-22 | $5,989 | $667 | SL | 39 | $154 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (78 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $16,393 | $17,642 |
| ABBVIE INC | $16,143 | $17,708 |
| ALTRIA GROUP INC | $23,104 | $24,955 |
| AMERICAN FDS INCOME FD OF AMER | $225,014 | $412,541 |
| AMGEN INC | $9,360 | $13,500 |
| APPLE INC | $9,412 | $29,365 |
| AT&T, INC | $11,388 | $14,303 |
| BERKSHIRE HATHAWAY INC. CLASS | $177,044 | $232,163 |
| CISCO SYSTEMS INC | $31,077 | $31,845 |
| COLGATE-PALMOLIVE COMPANY | $22,146 | $20,652 |
| COMPASS MINERALS INTERNATIONAL | $18,782 | $21,397 |
| CVS CAREMARK CORP | $18,653 | $21,470 |
| DOMINION ENERGY INC | $22,044 | $26,917 |
| DUKE ENERGY CO | $13,357 | $16,509 |
| EATON CORP PLC | $27,033 | $35,046 |
| ENBRIDGE INC | $17,130 | $21,993 |
| EXXON MOBIL CORP | $28,994 | $27,703 |
| FIRST TRUST EXCHANGE TRADED FD | $528,051 | $533,371 |
| FIRST TRUST LOW DURATION OPPOR | $223,768 | $223,051 |
| FIRST TRUST MORNINGSTAR DIVIDE | $38,800 | $48,056 |
| FIRST TRUST NORTH AMERICAN ENE | $14,599 | $16,467 |
| FIRST TRUST RISING DIV ACHEIVE | $31,754 | $32,938 |
| FIRST TRUST SENIOR LOAN FUND | $158,973 | $157,321 |
| FISERV INC | $10,521 | $11,563 |
| FT-PREFERRED SECUR & INC ETF | $142,777 | $152,432 |
| GENERAL MILLS INC | $19,971 | $21,692 |
| GENERAL MOTORS | $11,517 | $12,298 |
| GENUINE PARTS COMPANY | $12,458 | $16,784 |
| GILEAD SCIENCES INC | $13,448 | $12,996 |
| HANESBRANDS INC | $14,855 | $11,776 |
| INTEL CORP | $12,290 | $17,057 |
| INTERNATIONAL BUSINESS MACHINE | $30,550 | $26,808 |
| ISHARES CORE MSCI EAFE ETF | $28,351 | $28,053 |
| ISHARES EMERGING MARKETS DIVID | $23,485 | $24,169 |
| ISHARES SHORT MATURITY BOND ET | $14,485 | $14,522 |
| ISHARES SHORT TERM CORPORATE B | $224,173 | $229,429 |
| JOHNSON & JOHNSON | $37,640 | $47,408 |
| JP MORGAN CHASE | $15,003 | $20,492 |
| LAMAR ADVERTISING CO CL A REIT | $7,619 | $10,443 |
| LYONDELLBASELL INDUSTRIES NV | $20,107 | $18,896 |
| MEDTRONIC PLC | $16,187 | $22,690 |
| NEWMONT GOLDCORP CORPORATION | $14,799 | $17,380 |
| NORTHERN TRUST CORPORATION | $21,860 | $21,248 |
| OMNICOM GROUP | $14,956 | $16,204 |
| PAYCHEX | $11,353 | $12,504 |
| PFIZER INC | $35,003 | $36,006 |
| PPL CORPORATION | $18,031 | $21,528 |
| PRINCIPAL FINANCIAL GROUP | $12,801 | $14,410 |
| PROCTER GAMBLE CO | $6,226 | $9,492 |
| SCHLUMBERGER LTD | $7,973 | $8,040 |
| SOUTHERN CO | $8,540 | $12,422 |
| SPDR BARCLAYS CAPITAL 1-3 MONT | $105,368 | $105,236 |
| STARBUCKS CORP COM | $8,308 | $8,792 |
| THE COCA-COLA CO | $17,594 | $20,424 |
| TORONTO DOMINION | $22,584 | $22,452 |
| TWITTER INC | $9,130 | $9,615 |
| UNITED PARCEL SERVICE | $12,210 | $14,515 |
| US BANCORP | $20,386 | $23,716 |
| VANGUARD DIVIDEND APPRECIATION | $79,687 | $118,427 |
| VANGUARD GROWTH ETF | $212,190 | $371,626 |
| VANGUARD HIGH DIV YIELD | $56,740 | $73,188 |
| VANGUARD SHORT TERM CORPORATE | $362,959 | $370,550 |
| VENTAS INC | $9,892 | $10,220 |
| VERIZON COMMUNICATIONS | $35,342 | $42,919 |
| WAL-MART STORES INC | $7,329 | $9,864 |
| WASTE MANAGEMENT INC | $13,191 | $17,322 |
| WELLS FARGO & CO | $11,585 | $13,127 |
| WISDOMTREE DEFA | $33,788 | $32,837 |
| WISDOMTREE DIV TOP 100 | $33,797 | $36,723 |
| WISDOMTREE EM MKTS | $26,257 | $27,497 |
| WISDOMTREE EMERGING MARKETS EQ | $20,822 | $30,803 |
| WISDOMTREE EUROPE QUALITY DIVI | $43,779 | $50,770 |
| WISDOMTREE INTL LC | $26,250 | $28,414 |
| WISDOMTREE INTL S/C DVD FUND | $33,768 | $32,000 |
| WISDOMTREE MIDCAP DIVIDEND F | $69,026 | $83,498 |
| WISDOMTREE SC DIV | $22,822 | $27,992 |
| WISDOMTREE TRUST WISDOMTREE US | $139,005 | $157,867 |
| WISDOMTREE US MULTIFACTOR FUND | $21,479 | $26,478 |
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 | $11,764 | $42,194 | $109,138 |
| BLDG IMPROVEMENTS | $6,173 | $3,502 | $2,671 | $5,989 |
| BLDG IMPROVEMENTS | $5,989 | $821 | $5,168 | $2,671 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $17,545 | $17,545 |
| 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 | $28,897 | BOYBookValueAmt |
| EOY Book Value | $31,126 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $27,114 | Amt |
| Net Investment Income | $27,114 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 990-PF Estimated Tax for 2019 | $1,700 | ||
| Foreign Tax Paid | $32 | $32 | |
| Property Taxes | $2,348 | $2,348 |
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