DIANE AND STEVE CLARK FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DIANE AND STEVE CLARK FAMILY FOUNDATION (EIN 20-5632349)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-22
- IRS object ID
- 201922349349100412
- Schema version
- 2018v3.1
- 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 | 2019-08-22T11:24:57-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-08-02 | 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 | 06391520192345000006 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-08-22 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0B775BB9C0E0C9DA339247063A24C50179569C8E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 78D185D94E59032E4B5D677F857013E059842DEA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,400,319 | 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 | $273,550 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $454 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $454 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $125,197 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $125,197 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $41,867 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,892,841 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,366 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $441,068 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $173,017 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $26,004 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,004 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,878 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $1,950 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $18,177 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,162 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,009 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,019 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,162 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $171,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $171,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $222,509 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,019 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $189,662 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $218,559 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $146,998 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $651,932 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $415,051 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $415,051 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,218,299 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,683,735 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,863,968 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $66,120 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,137 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $53,933 | LandBOYAmt |
| Land EOY | $51,983 | LandEOYAmt |
| Land EOYFMV | $121,300 | LandEOYFMVAmt |
| Total Assets BOY | $3,924,164 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,150,769 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,400,319 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $20,851 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $28,897 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $20,851 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $28,897 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,903,313 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,121,872 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,903,313 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,121,872 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,924,164 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,150,769 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,903,313 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $218,559 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,121,872 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,121,872 | 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 | $1,892,841 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,845,475 | CostOrOtherBasisAmt |
| Gain Or Loss | $47,366 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $47,366 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,366 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $163,677 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,937,290 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041571 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $146,422 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,412,346 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042909 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $134,909 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,987,258 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045161 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $127,078 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,875,612 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044192 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $100,237 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,474,120 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040514 | DistributionYr5Rt |
| Total Distribution | 0.214347 | TotalDistributionRt |
| Average Distribution | 0.042869 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,275,059 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $183,268 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,470 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $184,738 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $189,662 | 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 | $1,470 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,470 | SubtotalAmt |
| Tax Based On Investment Income | $1,470 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,443 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,443 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,973 | OverpaymentAmt |
| Applied To ES Tax | $1,973 | 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 | $4,132,525 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $207,636 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,340,161 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,340,161 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,102 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,275,059 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $213,753 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $213,753 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,470 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,470 | TotalTaxAmt |
| Distributable Before Adj | $212,283 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $212,283 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $212,283 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $189,662 | 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 | $189,662 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,470 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $188,192 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $212,283 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $186,054 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Qualifying Distributions | $189,662 | QualifyingDistributionsAmt |
| Applied To Year1 | $186,054 | AppliedToYear1Amt |
| Applied To Current Year | $3,608 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $208,675 | 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 (22 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 |
| BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX INC | |||||||
| 4309 E BELLEVIEW ST | PHOENIX | AZ | 85008 | N/A | PC | Robson Branch Scholarship Fund | $3,000 |
| CATHOLIC RELIEF SERVICES INC | |||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 21201 | N/A | PC | General & Unrestricted | $500 |
| CENTER FOR ARIZONA POLICY INC | |||||||
| PO BOX 97250 | PHOENIX | AZ | 85060 | N/A | PC | General & Unrestricted | $12,000 |
| CURE INTERNATIONAL INC | |||||||
| 774 LIMEKILN RD | NEW CUMBERLAND | PA | 17070 | N/A | PC | General & Unrestricted | $2,000 |
| DIOCESAN COUNCIL FOR THE SOCIETY OF ST VINCENT DE | |||||||
| PO BOX 13600 | PHOENIX | AZ | 85002 | N/A | PC | Feed the homeless fund | $1,000 |
| EVANGELICAL COVENANT CHURCH | |||||||
| 8303 W HIGGINS RD | CHICAGO | IL | 60631 | N/A | PC | TVs4Jesus project | $3,000 |
| 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 | $1,000 |
| HOMES FOR OUR TROOPS INC | |||||||
| 6 MAIN ST | TAUNTON | MA | 02780 | N/A | PC | AZ Homes Program | $1,000 |
| HOPE INTERNATIONAL | |||||||
| 227 GRANITE RUN DR | LANCASTER | PA | 17601 | N/A | PC | Microfinance | $500 |
| KITCHEN ON THE STREET INC | |||||||
| 2650 E MOHAWK BLDG 3 | PHOENIX | AZ | 85050 | N/A | PC | Palomino Neighborhood | $1,000 |
| LA CASA DE CRISTO LUTHERAN CHURCH | |||||||
| 6300 E BELL RD | SCOTTSDALE | AZ | 85254 | N/A | PC | La Sagrada Familia Building Project | $100,000 |
| LA CASA DE CRISTO LUTHERAN CHURCH | |||||||
| 6300 E BELL RD | SCOTTSDALE | AZ | 85254 | N/A | PC | La Sagrada Familia Pastoral compensation fund | $2,000 |
| MAKE-A-WISH FOUNDATION OF AMERICA | |||||||
| 1702 E HIGHLAND AVE STE 400 | PHOENIX | AZ | 85016 | N/A | PC | General & Unrestricted | $500 |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $500 |
| MENTORKIDS USA | |||||||
| 15300 N 90TH ST STE 200 | SCOTTSDALE | AZ | 85260 | N/A | PC | Palomino I after school Program | $38,000 |
| MITCHELL SWABACK CHARITIES INC | |||||||
| 4744 E THUNDERBIRD RD STE 9 | PHOENIX | AZ | 85032 | N/A | PC | Harvest Compassion Center, Tatum and Thunderbird location | $1,000 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | Construction of Classrooms | $500 |
| 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 | $171,500 | 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 | $454 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $125,197 | 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 | $41,867 | 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 | $167,518 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $167,518 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Clark Scott M | |||||||
| 1 | 2812 E Questa | Phoenix | AZ | 85024 | $180,000 | Yes (X) | |
| Diane M Clark Living Trust | |||||||
| 2 | 11482 E Beck lane | Scottsdale | AZ | 85255 | $50,966 | Yes (X) | |
| S L Clark Lvg Tr D M clark lvg tr | |||||||
| 3 | 11482 E Beck Lane | Scottsdale | AZ | 85255 | $42,584 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | ISHARES MRNGST SM GR JKK, 300 sh. | $50,966 | 2018-12-18 |
| 3 | JOHNSON & JOHNSON JNJ, 73 sh. | $9,563 | 2018-12-18 |
| 3 | TWEEDY BROWNE GLOBAL VALUE FUND TBGVX, 1240 sh. | $33,021 | 2018-12-18 |
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 | $8,996 | SL | 39 | $1,384 |
| BLDG IMPROVEMENTS | 2011-08-05 | $6,173 | $2,678 | SL | 15 | $412 |
| BLDG IMPROVEMENTS | 2014-08-22 | $5,989 | $513 | SL | 39 | $154 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (75 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $15,487 | $14,101 |
| AMERICAN FDS INCOME FD OF AMER | $225,014 | $366,268 |
| AMGEN INC | $12,035 | $14,016 |
| APPLE INC | $9,412 | $15,774 |
| BERKSHIRE HATHAWAY INC. CLASS | $177,044 | $209,285 |
| CHEVRON CORP | $13,429 | $13,599 |
| CISCO SYSTEMS INC | $14,524 | $15,772 |
| COLGATE-PALMOLIVE COMPANY | $22,146 | $17,856 |
| COMCAST CORP | $15,028 | $13,620 |
| CVS CAREMARK CORP | $18,395 | $15,856 |
| D R HORTON | $14,446 | $13,864 |
| DOMINION ENERGY INC | $14,470 | $16,079 |
| DUKE ENERGY CO | $13,357 | $15,620 |
| EATON CORP PLC | $27,033 | $25,404 |
| ENBRIDGE INC | $20,599 | $20,668 |
| EXXON MOBIL CORP | $14,010 | $13,638 |
| FINANCIAL SELECT SECTOR SPDR F | $12,710 | $12,768 |
| FIRST TRUST EXCHANGE TRADED FD | $248,023 | $229,004 |
| FIRST TRUST LOW DURATION OPPOR | $223,768 | $219,821 |
| FIRST TRUST MORNINGSTAR DIVIDE | $38,800 | $40,179 |
| FIRST TRUST SENIOR LOAN FUND | $158,973 | $149,442 |
| GENERAL MILLS INC | $19,971 | $15,771 |
| GENUINE PARTS COMPANY | $12,458 | $15,171 |
| HASBRO INC | $19,007 | $16,250 |
| HOME DEPOT INC | $16,958 | $17,182 |
| INGERSOL-RAND PLC | $17,181 | $18,246 |
| INTEL CORP | $32,330 | $33,930 |
| INTERNATIONAL BUSINESS MACHINE | $30,550 | $22,734 |
| ISHARES CORE MSCI EAFE ETF | $28,351 | $23,650 |
| ISHARES MRNGST SM GR | $50,966 | $49,941 |
| ISHARES S&P U.S. PREFERRED STO | $103,125 | $104,093 |
| ISHARES SHORT MATURITY BOND ET | $49,029 | $48,703 |
| ISHARES SHORT TERM CORPORATE B | $239,208 | $235,685 |
| JOHNSON & JOHNSON | $45,500 | $49,684 |
| KELLOGG CO | $13,034 | $11,402 |
| KIMBERLY CLARK CORP | $22,569 | $22,788 |
| LAMAR ADVERTISING CO CL A REIT | $12,243 | $13,006 |
| LYONDELLBASELL INDUSTRIES NV | $20,107 | $16,632 |
| MARATHON PETROLEUM CORP | $19,588 | $17,703 |
| MEDTRONIC PLC | $16,187 | $18,192 |
| MERCK & CO INC | $16,766 | $22,923 |
| MORGAN STANLEY PFD SER A | $13,321 | $11,092 |
| NEWMONT MINING CORP | $21,512 | $20,790 |
| NORTHERN TRUST CORPORATION | $17,607 | $16,718 |
| OPPENHEIMER SENIOR FLTG RATE F | $153,624 | $149,797 |
| PFIZER INC | $10,872 | $13,924 |
| PPL CORPORATION | $18,031 | $16,998 |
| PRINCIPAL FINANCIAL GROUP | $8,203 | $7,421 |
| PROCTER GAMBLE CO | $14,827 | $16,638 |
| REALTY INCOME CORP | $10,172 | $11,032 |
| SOUTHERN CO | $27,308 | $27,011 |
| THE COCA-COLA CO | $11,979 | $14,016 |
| TORONTO DOMINION | $11,557 | $9,944 |
| TWEEDY BROWNE GLOBAL VALUE FUN | $35,101 | $32,971 |
| UNITED PARCEL SERVICE | $12,210 | $12,094 |
| US BANCORP | $20,386 | $18,280 |
| VANGUARD DIVIDEND APPRECIATION | $79,687 | $93,053 |
| VANGUARD GROWTH ETF | $212,190 | $274,032 |
| VANGUARD HIGH DIV YIELD | $66,673 | $72,141 |
| VANGUARD SHORT TERM CORPORATE | $248,559 | $243,329 |
| VENTAS INC | $24,870 | $26,073 |
| VERIZON COMMUNICATIONS | $11,941 | $16,810 |
| WAL-MART STORES INC | $10,685 | $11,271 |
| WALT DISNEY HOLDINGS CO | $21,354 | $21,930 |
| WASTE MANAGEMENT INC | $14,319 | $14,683 |
| WELLS FARGO & CO | $11,585 | $11,244 |
| WISDOMTREE DEFA | $33,788 | $28,612 |
| WISDOMTREE DIV TOP 100 | $33,797 | $30,561 |
| WISDOMTREE DYNAMIC CURRENCY HE | $73,767 | $71,227 |
| WISDOMTREE EMERGING MARKETS DI | $21,124 | $20,909 |
| WISDOMTREE EMERGING MARKETS EQ | $20,822 | $27,021 |
| WISDOMTREE INTL S/C DVD FUND | $33,768 | $27,144 |
| WISDOMTREE MIDCAP DIVIDEND F | $69,026 | $69,428 |
| WISDOMTREE SC DIV | $22,822 | $23,941 |
| WISDOMTREE TRUST WISDOMTREE US | $192,417 | $175,513 |
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 | $10,380 | $43,578 | $109,138 |
| BLDG IMPROVEMENTS | $6,173 | $3,090 | $3,083 | $6,173 |
| BLDG IMPROVEMENTS | $5,989 | $667 | $5,322 | $5,989 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $17,387 | $17,387 | |
| Bank Charges | $15 | $15 | |
| Property insurance | $750 | $750 | |
| 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 |
| EOY Book Value | $28,897 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $26,004 | Amt |
| Net Investment Income | $26,004 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2018 | $3,300 |
| 990-PF Extension for 2017 | $1,578 |
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