DIANE AND STEVE CLARK FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- DIANE AND STEVE CLARK FAMILY FOUNDATION (EIN 20-5632349)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-11
- IRS object ID
- 201602249349101100
- Schema version
- 2015v2.1
- 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 | 2016-08-11T14:29:08-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2016-08-01 | 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 | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,342,524 | 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 | $399,304 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $113 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $113 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $92,041 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $92,041 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $94,795 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,834,182 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $175,962 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $586,253 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $268,116 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $18,577 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,577 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,808 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $908 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,950 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $14,696 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $14,696 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,031 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,577 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,604 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $121,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $121,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $160,831 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,577 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $137,404 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $425,422 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $249,539 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $215,836 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $512,534 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $512,534 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,281,611 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,415,873 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,743,390 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $66,120 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,287 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $59,783 | LandBOYAmt |
| Land EOY | $57,833 | LandEOYAmt |
| Land EOYFMV | $86,600 | LandEOYFMVAmt |
| Total Assets BOY | $2,557,230 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,986,240 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,342,524 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $10,681 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $14,269 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $10,681 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,269 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,546,549 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,971,971 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,546,549 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,971,971 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,557,230 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,986,240 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,546,549 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $425,422 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,971,971 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,971,971 | 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 | $1,834,182 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,658,220 | CostOrOtherBasisAmt |
| Gain Or Loss | $175,962 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $175,962 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $175,962 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $127,078 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,875,612 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044192 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $100,237 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,474,120 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040514 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $97,764 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,075,118 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047113 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $84,854 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,956,254 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043376 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $68,889 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,728,190 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039862 | DistributionYr5Rt |
| Total Distribution | 0.215057 | TotalDistributionRt |
| Average Distribution | 0.043011 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,987,258 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $128,485 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,495 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $130,980 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $137,404 | 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 | $2,495 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,495 | SubtotalAmt |
| Tax Based On Investment Income | $2,495 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,684 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,432 | AppliedToEsTaxAmt |
| Total Payments And Credits | $5,116 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,621 | OverpaymentAmt |
| Applied To ES Tax | $2,500 | AppliedToESTaxAmt |
| Refund | $121 | RefundAmt |
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 | Co- Pres / Dir / Sec | 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 | $2,832,105 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $200,644 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,032,749 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,032,749 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,491 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,987,258 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $149,363 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $149,363 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,495 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,495 | TotalTaxAmt |
| Distributable Before Adj | $146,868 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $146,868 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $146,868 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $137,404 | 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 | $137,404 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,495 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $134,909 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $146,868 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $134,161 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Qualifying Distributions | $137,404 | QualifyingDistributionsAmt |
| Applied To Year1 | $134,161 | AppliedToYear1Amt |
| Applied To Current Year | $3,243 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $143,625 | 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 (25 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 |
| ADF FOUNDATION | |||||||
| 15100 N 90TH ST | SCOTTSDALE | AZ | 85260 | N/A | PC | General & Unrestricted | $300 |
| 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 |
| CATHOLIC CHARITIES COMMUNITY SERVICES INC | |||||||
| 4747 N 7TH AVE | PHOENIX | AZ | 85013 | N/A | PC | My Sister's Place Program | $1,000 |
| CENTER FOR ARIZONA POLICY INC | |||||||
| PO BOX 97250 | PHOENIX | AZ | 85060 | N/A | PC | General & Unrestricted | $5,000 |
| CENTER FOR ARIZONA POLICY INC | |||||||
| PO BOX 97250 | PHOENIX | AZ | 85060 | N/A | PC | AZ Voter Guide Program | $5,000 |
| CHAPEL IN THE HILLS BAPTIST CHURCH | |||||||
| 5455 S WESTOVER AVE | TUCSON | AZ | 85746 | N/A | PC | General & Unrestricted | $500 |
| CURE INTERNATIONAL INC | |||||||
| 701 BOSLER AVE | LEMOYNE | PA | 17043 | N/A | PC | General & Unrestricted | $400 |
| EVANGELICAL COVENANT CHURCH | |||||||
| 8303 W HIGGINS RD | CHICAGO | IL | 60631 | N/A | PC | Joshua and Lori Shinar Missionaries to Cameroom Program | $1,000 |
| 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 | $1,000 |
| HEALTH VOLUNTEERS OVERSEAS | |||||||
| 1900 L ST NW STE 310 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $100 |
| HOMES FOR OUR TROOPS INC | |||||||
| 6 MAIN ST | TAUNTON | MA | 02780 | N/A | PC | General & Unrestricted | $1,000 |
| JOYCE MEYER MINISTRIES INC | |||||||
| 700 GRACE PKWY | FENTON | MO | 63026 | N/A | PC | Hand of Hope Program | $1,000 |
| KITCHEN ON THE STREET INC | |||||||
| 2650 E MOHAWK BLDG 3 STE 168 | PHOENIX | AZ | 85050 | N/A | PC | Palomino Neighborhood Program | $1,000 |
| LA CASA DE CRISTO LUTHERAN CHURCH | |||||||
| 6300 E BELL RD | SCOTTSDALE | AZ | 85254 | N/A | PC | La Casa de Cristo Building Fund | $5,000 |
| LA CASA DE CRISTO LUTHERAN CHURCH | |||||||
| 6300 E BELL RD | SCOTTSDALE | AZ | 85254 | N/A | PC | La Sagrada Familia Lutheran Church Building Fund | $60,000 |
| 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 | Arizona Children Project | $500 |
| MENTORKIDS USA | |||||||
| 15300 N 90TH ST STE 200 | SCOTTSDALE | AZ | 85260 | N/A | PC | Palomino Promise Neighborhood Christian After-School Program | $30,000 |
| PHOENIX RESCUE MISSION | |||||||
| 1468 N 26TH AVE | PHOENIX | AZ | 85009 | N/A | PC | General & Unrestricted | $1,000 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | General & Unrestricted | $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 | $121,800 | 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 | $113 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92,041 | 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 | $94,795 | 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 | $186,949 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $186,949 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Diane M Clark Living Trust | |||||||
| 1 | 11482 E Beck Lane | Scottsdale | AZ | 85255 | $85,344 | Yes (X) | |
| S L Clark Lvg Tr D M Clark Lvg Tr | |||||||
| 2 | 11482 E Beck Lane | Scottsdale | AZ | 85255 | $313,960 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ISHARES MORNINGSTAR LARGE GROWTH FD JKE, 700 sh. | $85,344 | 2015-12-30 |
| 2 | VANGUARD GROWTH ETF VUG, 800 sh. | $86,204 | 2015-12-30 |
| 2 | ALTRIA GROUP INC MO, 1286 sh. | $75,713 | 2015-12-30 |
| 2 | BERKSHIRE HATHAWAY INC. BRK-B, 165 sh. | $22,043 | 2015-12-30 |
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 | $4,844 | SL | 39 | $1,384 |
| BLDG IMPROVEMENTS | 2011-08-05 | $6,173 | $1,442 | SL | 15 | $412 |
| BLDG IMPROVEMENTS | 2014-08-22 | $5,989 | $51 | SL | 39 | $154 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (52 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP INC | $88,501 | $99,830 |
| AMER INTERNATIONAL GROUP INC | $19,802 | $24,788 |
| AMERICAN ELECTRIC POWER INC | $19,952 | $29,426 |
| AMERICAN FDS INCOME FD OF AMER | $225,014 | $359,151 |
| BERKSHIRE HATHAWAY INC. | $22,042 | $21,787 |
| CISCO SYSTEMS INC | $19,603 | $19,009 |
| COMCAST CORP | $12,352 | $11,286 |
| COMPASS MINERALS INTERNATIONAL | $9,856 | $8,807 |
| CONSOLIDATED EDISON INC | $18,580 | $19,281 |
| DANAHER CORP | $17,882 | $18,576 |
| DEERE CO | $29,434 | $29,745 |
| DOLLAR GENERAL CORP | $15,878 | $14,374 |
| DUKE ENERGY CO | $17,520 | $16,848 |
| EMERSON ELECTRIC CO | $10,591 | $9,088 |
| EXXON MOBIL CORP | $38,895 | $40,066 |
| FASTENAL COMPANY | $12,900 | $12,940 |
| FIFTH THIRD BANCORP | $12,325 | $12,060 |
| FIRST TRUST MORNINGSTAR DIVIDE | $44,875 | $54,747 |
| FRANKLIN INCOME FUND | $155,010 | $166,037 |
| GENERAL ELECTRIC CO | $28,571 | $34,265 |
| GENERAL MILLS INC | $43,744 | $46,474 |
| GLAXOSMITHKLINE PLC | $26,812 | $23,443 |
| HEALTH CARE REIT INC | $19,919 | $25,171 |
| INTERNATIONAL BUSINESS MACHINE | $45,231 | $40,460 |
| ISHARES BARCLAYS 1-3 YR CD BD | $38,270 | $38,074 |
| ISHARES MORNINGSTAR LARGE GROW | $85,344 | $84,203 |
| ISHARES RUSSELL 3000 | $84,224 | $153,275 |
| ISHARES S&P U.S. PREFERRED STO | $94,534 | $93,512 |
| JOHNSON & JOHNSON | $33,102 | $34,206 |
| KOHLS CORP | $14,038 | $14,289 |
| ORACLE CORP | $12,268 | $10,959 |
| PHILIP MORRIS INTL | $44,950 | $44,746 |
| POWERSHARES SENIOR LOAN PORT | $39,112 | $35,728 |
| QUEST DIAGNOSTICS | $19,765 | $21,342 |
| REGIONS FINANCIAL CORP | $12,648 | $11,520 |
| RESMED INC | $11,666 | $10,738 |
| SOUTHERN CO | $34,460 | $36,449 |
| STRYKER CORPORATION | $19,318 | $18,588 |
| THE COCA-COLA CO | $33,253 | $34,626 |
| UNITED PARCEL SERVICE | $15,558 | $15,204 |
| US BANCORP | $8,942 | $8,534 |
| VANGUARD DIVIDEND APPRECIATION | $107,373 | $102,643 |
| VANGUARD GROWTH ETF | $335,956 | $434,072 |
| VANGUARD HIGH DIV YIELD | $84,362 | $81,635 |
| VANGUARD SCOTTSDALE FDS SHORT | $76,689 | $75,830 |
| VERIZON COMMUNICATIONS | $39,347 | $42,106 |
| VISA INC | $15,724 | $15,510 |
| WAL-MART STORES INC | $14,780 | $12,260 |
| WELLS FARGO & CO | $15,537 | $15,058 |
| WISDOMTREE INTL LC | $92,872 | $89,169 |
| WISDOMTREE MIDCAP DIVIDEND F | $38,261 | $36,068 |
| WISDOMTREE SC DIV | $38,231 | $35,387 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| E. CAMPO BELLO DR | $53,958 | $6,228 | $47,730 |
| BLDG IMPROVEMENTS | $6,173 | $1,854 | $4,319 |
| BLDG IMPROVEMENTS | $5,989 | $205 | $5,784 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $14,059 | $14,059 |
| PROPERTY INSURANCE | $612 | $612 |
| 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 | $10,681 | BOYBookValueAmt |
| EOY Book Value | $14,269 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $18,577 | Amt |
| Net Investment Income | $18,577 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| 990-PF Estimated Tax for 2015 | $2,900 | |
| Property Taxes | $908 | $908 |
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