DIANE AND STEVE CLARK FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DIANE AND STEVE CLARK FAMILY FOUNDATION (EIN 20-5632349)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-10
- IRS object ID
- 201832839349100758
- Schema version
- 2017v2.3
- 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 | 2018-10-10T15:50:02-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-10-01 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $4,455,288 | 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 | $360,512 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $350 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $350 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $108,079 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $108,079 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $132,257 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,277,717 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $203,424 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $601,198 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $311,853 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $23,600 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,600 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,474 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $48 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,106 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,950 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15,584 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,571 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $53,608 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,661 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,677 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $146,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $146,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $199,608 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,661 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $163,677 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $401,590 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $288,192 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $407,719 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $651,932 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $651,932 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,054,047 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,218,299 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,694,156 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $66,120 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,187 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $55,883 | LandBOYAmt |
| Land EOY | $53,933 | LandEOYAmt |
| Land EOYFMV | $109,200 | LandEOYFMVAmt |
| Total Assets BOY | $3,517,649 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,924,164 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,455,288 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $15,926 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $20,851 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $15,926 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,851 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,501,723 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,903,313 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,501,723 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,903,313 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,517,649 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,924,164 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,501,723 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $401,590 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,903,313 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,903,313 | 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 | $1,277,717 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,074,293 | CostOrOtherBasisAmt |
| Gain Or Loss | $203,424 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $203,424 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $203,424 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $146,422 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,412,346 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042909 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $134,909 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,987,258 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045161 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $127,078 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,875,612 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044192 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $100,237 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,474,120 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040514 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $97,764 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,075,118 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047113 | DistributionYr5Rt |
| Total Distribution | 0.219889 | TotalDistributionRt |
| Average Distribution | 0.043978 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,937,290 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $173,154 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,882 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $176,036 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $163,677 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,764 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,764 | SubtotalAmt |
| Tax Based On Investment Income | $5,764 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,330 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,578 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,908 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $143 | OverpaymentAmt |
| Applied To ES Tax | $143 | 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 |
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 | $3,594,641 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $402,608 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,997,249 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,997,249 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,959 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,937,290 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $196,865 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $196,865 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,764 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,764 | TotalTaxAmt |
| Distributable Before Adj | $191,101 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $191,101 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $191,101 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $163,677 | 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 | $163,677 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $163,677 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $191,101 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $158,630 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Qualifying Distributions | $163,677 | QualifyingDistributionsAmt |
| Applied To Year1 | $158,630 | AppliedToYear1Amt |
| Applied To Current Year | $5,047 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $186,054 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Diane Clark | ContributingManagerNm |
| Contributing Manager | Steve Clark | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 100 CLUB OF ARIZONA | |||||||
| 333 N 44TH ST STE 100 | PHOENIX | AZ | 85008 | N/A | PC | General & Unrestricted | $1,000 |
| BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX INC | |||||||
| 4309 E BELLEVIEW ST BLDG 14 | PHOENIX | AZ | 85008 | N/A | PC | Ed Robson Family Branch College Scholarship fund | $3,000 |
| CARE FOR FRIENDS | |||||||
| 530 W FULLERTON PKWY | CHICAGO | IL | 60614 | N/A | PC | Sleep out for the Homeless Project | $500 |
| CATHOLIC CHARITIES COMMUNITY SERVICES INC | |||||||
| 4747 N 7TH AVE | PHOENIX | AZ | 85013 | N/A | PC | General & Unrestricted | $500 |
| CENTER FOR ARIZONA POLICY INC | |||||||
| PO BOX 97250 | PHOENIX | AZ | 85060 | N/A | PC | General & Unrestricted | $14,000 |
| CURE INTERNATIONAL INC | |||||||
| 774 LIMEKILN RD | NEW CUMBERLAND | PA | 17070 | N/A | PC | Healing Fund (funding for two children's surgical care) | $2,000 |
| EVANGELICAL COVENANT CHURCH | |||||||
| 8303 W HIGGINS RD | CHICAGO | IL | 60631 | N/A | PC | Josh Shinar Missionary Program | $5,000 |
| 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 | |||||||
| 7558 W THUNDERBIRD | PEORIA | AZ | 85381 | N/A | PC | General & Unrestricted | $2,500 |
| HEALTH VOLUNTEERS OVERSEAS | |||||||
| 1900 L ST NW STE 310 | WASHINGTON | DC | 20036 | N/A | PC | Malawi Project | $500 |
| 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 | Small Loans Program | $2,000 |
| KITCHEN ON THE STREET INC | |||||||
| 2650 E MOHAWK BLDG 3 STE 168 | 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 | La Sagrada Familia Building Project | $100,000 |
| LIVING WATER LUTHERAN CHURCH | |||||||
| 9201 E HAPPY VALLEY RD | SCOTTSDALE | AZ | 85255 | N/A | PC | General & Unrestricted | $500 |
| MAKE-A-WISH FOUNDATION OF AMERICA | |||||||
| 4742 N 24TH ST 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 After School Program | $4,000 |
| ORCHARD AFRICA | |||||||
| 312 N ALMA SCHOOL RD STE 17 | CHANDLER | AZ | 85224 | N/A | PC | General & Unrestricted | $2,000 |
| PHOENIX GOSPEL MISSION | |||||||
| 1468 N 26TH AVE | PHOENIX | AZ | 85009 | N/A | PC | General & Unrestricted | $2,500 |
| ST MARYS FOOD BANK ALLIANCE | |||||||
| 2831 N 31ST AVE | PHOENIX | AZ | 85009 | N/A | PC | General & Unrestricted | $1,000 |
| THE AGAINST MALARIA FOUNDATION | |||||||
| PO BOX 7247-6370 | PHILADELPHIA | PA | 19170 | N/A | PC | Insecticidal Nets Program | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $146,000 | 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 | $350 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $108,079 | 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 | $132,257 | 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 | $240,686 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $240,686 | 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 | $200,000 | Yes (X) | |
| Diane M Clark Living Trust | |||||||
| 2 | 11482 E BECK LANE | Scottsdale | AZ | 85255 | $75,512 | Yes (X) | |
| S L CLARK LVG TR D M CLARK LVG TR | |||||||
| 3 | 11482 E BECK LANE | Scottsdale | AZ | 85255 | $85,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | BERKSHIRE HATHAWAY INC. CLASS B BRK-B, 380 sh. | NoncashPropertyDesc |
| Fair Market Value | $75,512 | FairMarketValueAmt |
| Received | 2017-12-20 | ReceivedDt |
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 | $7,612 | SL | 39 | $1,384 |
| BLDG IMPROVEMENTS | 2011-08-05 | $6,173 | $2,266 | SL | 15 | $412 |
| BLDG IMPROVEMENTS | 2014-08-22 | $5,989 | $359 | SL | 39 | $154 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (73 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CALL-COSTCO WHOLESALE CORP | $2,699 | $2,645 |
| BRIGHTHOUSE FINANCIAL INC | $1,112 | $1,056 |
| AMGEN INC | $16,213 | $16,868 |
| COSTCO WHOLESALE CORPORATION | $15,692 | $18,612 |
| APPLE INC | $9,412 | $16,923 |
| CULLEN FROST BANKERS INC | $5,324 | $10,033 |
| UNITED PARCEL SERVICE | $12,210 | $14,775 |
| JOHNSON & JOHNSON | $13,877 | $19,561 |
| PRINCIPAL FINANCIAL GROUP | $8,203 | $11,854 |
| ALTRIA GROUP INC | $11,010 | $13,354 |
| SCHLUMBERGER LTD | $13,087 | $13,478 |
| NIKE INC-CL B | $10,700 | $12,510 |
| MERCK & CO INC | $11,217 | $11,254 |
| INTERNATIONAL BUSINESS MACHINE | $30,550 | $30,684 |
| SOUTHWEST AIRLINES | $10,911 | $13,090 |
| US BANCORP | $10,565 | $10,716 |
| METLIFE INC | $9,705 | $10,112 |
| OCCIDENTAL PETROLEUM CORP | $14,192 | $14,732 |
| KELLOGG CO | $13,034 | $13,596 |
| SUNTRUST BKS INC | $12,115 | $12,918 |
| NUCOR CP | $11,825 | $12,716 |
| LYONDELLBASELL INDUSTRIES NV | $17,084 | $22,064 |
| WELLTOWER INC | $14,455 | $12,754 |
| CVS CAREMARK CORP | $16,920 | $16,095 |
| PROCTER GAMBLE CO | $19,169 | $21,500 |
| DUKE ENERGY CO | $17,520 | $19,850 |
| GENERAL MILLS INC | $12,750 | $14,407 |
| REALTY INCOME CORP | $16,856 | $16,536 |
| THE COCA-COLA CO | $11,979 | $13,580 |
| DOMINION ENERGY INC | $21,824 | $24,318 |
| COLGATE-PALMOLIVE COMPANY | $22,146 | $22,635 |
| GENUINE PARTS COMPANY | $25,479 | $29,453 |
| EATON CORP PLC | $27,033 | $29,234 |
| EMERSON ELECTRIC CO | $20,884 | $26,900 |
| WISDOMTREE DIV TOP 100 | $33,797 | $35,091 |
| CISCO SYSTEMS INC | $11,202 | $15,320 |
| COMCAST CORP | $15,028 | $16,020 |
| MYLAN NV | $15,305 | $16,924 |
| COMPASS MINERALS INTERNATIONAL | $29,422 | $29,261 |
| WELLS FARGO & CO | $22,272 | $26,937 |
| VENTAS INC | $24,870 | $26,704 |
| LAMAR ADVERTISING CO CL A REIT | $29,175 | $33,260 |
| WISDOMTREE INTL S/C DVD FUND | $33,768 | $34,560 |
| EXXON MOBIL CORP | $40,319 | $43,493 |
| FIRST TRUST NORTH AMERICAN ENE | $13,541 | $13,238 |
| MORGAN STANLEY PFD SER A | $13,321 | $13,244 |
| VERIZON COMMUNICATIONS | $27,050 | $31,705 |
| BANK OF AMERICA CORP | $14,827 | $17,712 |
| WISDOMTREE DEFA | $33,788 | $34,249 |
| ISHARES SHORT MATURITY BOND ET | $32,954 | $32,879 |
| ENBRIDGE INC | $20,599 | $26,008 |
| FASTENAL COMPANY | $31,041 | $37,189 |
| HANESBRANDS INC | $16,085 | $14,637 |
| VANGUARD HIGH DIV YIELD | $50,631 | $62,852 |
| SOUTHERN CO | $34,460 | $37,462 |
| ISHARES FLOATING RATE NOTE FUN | $46,710 | $46,653 |
| WISDOMTREE EMERGING MARKETS EQ | $29,608 | $43,400 |
| BERKSHIRE HATHAWAY INC. CLASS | $177,044 | $203,176 |
| WISDOMTREE TRUST WISDOMTREE US | $42,882 | $44,786 |
| PFIZER INC | $41,563 | $43,754 |
| VANGUARD DIVIDEND APPRECIATION | $107,373 | $134,680 |
| WISDOMTREE MIDCAP DIVIDEND F | $38,261 | $47,416 |
| WISDOMTREE SC DIV | $38,231 | $47,497 |
| WISDOMTREE EUROPE QUALITY DIVI | $44,442 | $45,239 |
| ISHARES BARCLAYS 1-3 YR CD BD | $178,162 | $177,404 |
| FIRST TRUST LOW DURATION OPPOR | $100,007 | $98,529 |
| FIRST TRUST SENIOR LOAN FUND | $94,413 | $93,582 |
| VANGUARD GROWTH ETF | $212,190 | $286,926 |
| VANGUARD SCOTTSDALE FDS SHORT | $330,819 | $329,254 |
| FT-PREFERRED SECUR & INC ETF | $102,393 | $104,312 |
| OPPENHEIMER SENIOR FLTG RATE F | $46,484 | $51,353 |
| FIRST TRUST EXCHANGE TRADED FD | $331,496 | $331,782 |
| AMERICAN FDS INCOME FD OF AMER | $225,014 | $414,855 |
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 | $8,996 | $44,962 | $97,038 |
| BLDG IMPROVEMENTS | $6,173 | $2,678 | $3,495 | $6,173 |
| BLDG IMPROVEMENTS | $5,989 | $513 | $5,476 | $5,989 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $15,546 | $15,546 | |
| Bank Charges | $13 | $13 | |
| 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 | $15,926 | BOYBookValueAmt |
| EOY Book Value | $20,851 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $23,600 | Amt |
| Net Investment Income | $23,600 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 990-PF Estimated Tax for 2017 | $4,100 | ||
| 990-PF Extension for 2016 | $6,220 | ||
| Foreign Tax Paid | $48 | $48 | |
| Property Taxes | $2,106 | $2,106 |
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