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DIANE AND STEVE CLARK FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
DIANE AND STEVE CLARK FAMILY FOUNDATION (EIN 20-5632349)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-11
IRS object ID
201512239349100326
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-08-11T13:45:12-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205632349EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Diane and Steve Clark Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlDIANBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
Address Line2Suite 123AddressLine2Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Persondiane m clarkPersonNm
Person Titleco presidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2015-07-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,111,642FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$178,701ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$145InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$145InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$87,597DividendsRevAndExpnssAmt
Dividends Net Invst Incm$87,597DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$20,970NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$553,713GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$20,970CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,240OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$289,653TotalRevAndExpnssAmt
Total Net Invst Incm$108,712TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$17,877OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$17,877OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,200TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$1,847DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$12,997OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$12,997OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$33,921TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,877TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,997TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$109,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$109,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$142,921TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,877TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$121,997TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$146,732ExcessRevenueOverExpensesAmt
Net Investment Income$90,835NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$527,198SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$215,836SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$215,836SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,845,875CorporateStockBOYAmt
Corporate Stock EOY$2,281,611CorporateStockEOYAmt
Corporate Stock EOYFMV$2,829,686CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$66,120LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,337LandBldgEquipAccumDeprecAmt
Land BOY$55,641LandBOYAmt
Land EOY$59,783LandEOYAmt
Land EOYFMV$66,120LandEOYFMVAmt
Total Assets BOY$2,428,714TotalAssetsBOYAmt
Total Assets EOY$2,557,230TotalAssetsEOYAmt
Total Assets EOYFMV$3,111,642TotalAssetsEOYFMVAmt
Other Liabilities BOY$28,897OtherLiabilitiesBOYAmt
Other Liabilities EOY$10,681OtherLiabilitiesEOYAmt
Total Liabilities BOY$28,897TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,681TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$2,399,817RetainedEarningBOYAmt
Retained Earning EOY$2,546,549RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,399,817TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,546,549TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,428,714TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,557,230TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,399,817TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$146,732ExcessRevenueOverExpensesAmt
Subtotal$2,546,549SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,546,549TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$553,713GrossSalesPriceAmt
Cost Or Other Basis$532,743CostOrOtherBasisAmt
Gain Or Loss$20,970GainOrLossAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$20,970CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$100,237AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,474,120NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.040514DistributionYr1Rt
Adjusted Qlfy Distri Yr2$97,764AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,075,118NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047113DistributionYr2Rt
Adjusted Qlfy Distri Yr3$84,854AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,956,254NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.043376DistributionYr3Rt
Adjusted Qlfy Distri Yr4$68,889AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,728,190NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.039862DistributionYr4Rt
Adjusted Qlfy Distri Yr5$43,674AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,407,314NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.031034DistributionYr5Rt
Total Distribution0.201899TotalDistributionRt
Average Distribution0.04038AverageDistributionRt
Net Vl Noncharitable Assets$2,875,612NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$116,117AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$908NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$117,025AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$127,986QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$908InvestmentIncomeExciseTaxAmt
Subtotal$908SubtotalAmt
Tax Based On Investment Income$908TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,692EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,692TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$784OverpaymentAmt
Applied To ES Tax$784AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Diane Clark
Foundation Source 501 Silverside RdWilmingtonDE198091377Co- Pres / Dir / Sec1.0$0
Steve Clark
Foundation Source 501 Silverside RdWilmingtonDE198091377Co- Pres / Dir1.0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,617,157AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$302,246AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,919,403TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,919,403AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$43,791CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,875,612NetVlNoncharitableAssetsAmt
Minimum Investment Return$143,781MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$143,781MinimumInvestmentReturnAmt
Tax Based On Investment Income$908TaxBasedOnInvestmentIncomeAmt
Total Tax$908TotalTaxAmt
Distributable Before Adj$142,873DistributableBeforeAdjAmt
Distributable Before Ded$142,873DistributableBeforeDedAmt
Distributable As Adjusted$142,873DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$121,997ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$5,989CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$127,986QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$908PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$127,078AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$142,873DistributableAsAdjustedAmt
Undistributed Income PY$119,274UndistributedIncomePYAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Qualifying Distributions$127,986QualifyingDistributionsAmt
Applied To Year1$119,274AppliedToYear1Amt
Applied To Current Year$8,712AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$134,161UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDiane ClarkContributingManagerNm
Contributing ManagerSteve ClarkContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
100 CLUB OF ARIZONA
5033 N 19TH AVE STE 123TEMPEAZ85015N/APCGeneral & Unrestricted$1,000
BOYS & GIRLS CLUBS OF METROPOLITAN PHOENIX INC
2645 N 24TH STPHOENIXAZ85008N/APCEd Robson Branch$1,000
CENTER FOR ARIZONA POLICY INC
PO BOX 97250PHOENIXAZ85060N/APCCore Mission Fund$10,000
CENTER FOR ARIZONA POLICY INC
PO BOX 97250PHOENIXAZ85060N/APCCore Mission Fund$10,000
CHAPEL IN THE HILLS BAPTIST CHURCH
5455 S WESTOVER AVETUCSONAZ85746N/APCMission Outreach Program$500
FAMILY LIFE BROADCASTING INC
PO BOX 35300TUCSONAZ85740N/APCGeneral & Unrestricted$500
FEED MY STARVING CHILDREN
401 93RD AVE NWCOON RAPIDSMN55433N/APCGeneral & Unrestricted$1,000
FOOD FOR THE HUNGRY INC
1224 E WASHINGTON STPHOENIXAZ85034N/APCGeneral & Unrestricted$1,000
GLOBAL TRAINING NETWORK INC
7558 W THUNDERBIRDPEORIAAZ85381N/APCGeneral & Unrestricted$1,000
HOMES FOR OUR TROOPS INC
6 MAIN STTAUNTONMA02780N/APCArizona Homes Project$1,000
JOYCE MEYER MINISTRIES INC
700 GRACE PKWYFENTONMO63026N/APCHand of Hope Program$1,000
KITCHEN ON THE STREET INC
2650 E MOHAWKPHOENIXAZ85050N/APCGeneral & Unrestricted$1,000
LA CASA DE CRISTO LUTHERAN CHURCH
6300 E BELL RDSCOTTSDALEAZ85254N/APCLa Sagrada Familia Building Fund$35,000
LIVING WATER LUTHERAN CHURCH
9201 E HAPPY VALLEY RDSCOTTSDALEAZ85255N/APCGeneral & Unrestricted$500
MAKE-A-WISH FOUNDATION OF AMERICA
4742 N 24TH ST STE 400PHOENIXAZ85016N/APCArizona children Fund$500
MENTORKIDS USA
15300 N 90TH ST STE 200SCOTTSDALEAZ85260N/APCGeneral & Unrestricted$1,000
MENTORKIDS USA
15300 N 90TH ST STE 200SCOTTSDALEAZ85260N/APCPalomino Promise Neighborhood After School program$10,000
MENTORKIDS USA
15300 N 90TH ST STE 200SCOTTSDALEAZ85260N/APCPalomino Promise Neighborhood After School program$18,000
MENTORKIDS USA
15300 N 90TH ST STE 200SCOTTSDALEAZ85260N/APCPalomino Promise Neighborhood After School program$10,000
OPPORTUNITY INTERNATIONAL INC
2122 YORK RD STE 150OAK BROOKIL60523N/APCMicrofinance program for African Women$320
ORCHARD AFRICA
1834 E BASELINE RDTEMPEAZ85283N/APCCARE Program$1,000
PHOENIX RESCUE MISSION
1468 N 26TH AVEPHOENIXAZ85009N/APCGeneral & Unrestricted$1,000
SAMARITANS PURSE
PO BOX 3000BOONENC28607N/APCDairy Animals Program$140
SAMARITANS PURSE
PO BOX 3000BOONENC28607N/APCGreta Home and Academy$300
SAMARITANS PURSE
PO BOX 3000BOONENC28607N/APCVocational Training Program$240
SAMARITANS PURSE
PO BOX 3000BOONENC28607N/APCBibles and Christian Literature Fund$500
ST MARYS FOOD BANK ALLIANCE
2831 N 31ST AVEPHOENIXAZ85009N/APCGeneral & Unrestricted$1,000
THREE ANGELS CHILDRENS RELIEF
25876 THE OLD RDSTEVENSON RANCHCA91381N/APCHaiti Fund$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$109,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$145ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$87,597ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$20,970ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
Federal Tax Refund01$1,617
PROCEEDS FROM PROPERTY INSURANCE01$623

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$110,952ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$110,952TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
Clark Diane
111482 East Beck LaneScottsdaleAZ85255$60,000Yes (X)
S L Clark Lvg Tr D M Clark Lvg tr
211482 East Beck LaneScottsdaleAZ85255$118,701Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash PropertyVANGUARD GROWTH ETF VUG, 1130 sh.NoncashPropertyDesc
Fair Market Value$118,701FairMarketValueAmt
Received2014-12-31ReceivedDt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmt
E. CAMPO BELLO DR2011-07-15$53,958$3,460SL39$1,384
BLDG IMPROVEMENTS2011-08-05$6,173$1,030SL15$412
BLDG IMPROVEMENTS2014-08-22$5,989SL39$51

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALTRIA GROUP INC$31,716$52,423
AMER INTERNATIONAL GROUP INC$20,198$22,852
AMERICAN ELECTRIC POWER INC.$19,952$30,664
AMERICAN FDS INCOME FD OF AMER$225,014$383,177
AT&T, INC$12,569$14,175
BANK OF AMERICA CORP$18,820$19,679
CISCO SYSTEMS INC$19,046$25,038
CONSOLIDATED EDISON INC$18,580$19,803
EMERSON ELECTRIC CO.$26,237$24,692
ENSCO PLC$27,876$17,970
FIRST TRUST MORNINGSTAR DIVIDE$94,217$122,870
FRANKLIN INCOME FUND$155,010$189,756
FREEPORT-MCMORAN COPPER & GOLD$10,150$7,008
GAP INC.$11,774$12,633
GENERAL ELECTRIC CO$16,208$15,162
GENUINE PARTS COMPANY$15,761$27,282
HEALTH CARE REIT INC.$19,919$27,998
INTEL CORP$23,394$25,403
ISHARES MORNINGSTAR LARGE GROW$173,167$260,286
ISHARES RUSSELL 3000$84,224$155,797
ISHARES S&P U.S. PREFERRED STO$30,005$31,039
KRAFT FOODS GROUP, INC.$27,838$36,155
MEAD JOHNSON NUTRITI$18,576$20,108
MICROSOFT CORPORATION$9,970$13,935
NATIONAL GRID TRANSCO PLC$17,644$25,508
OCCIDENTAL PETROLEUM CORP$19,176$17,331
OPPENHEIMER SENIOR FLOATING RA$413,249$399,538
PHILIP MORRIS INTL$44,950$41,458
POWERSHARES SENIOR LOAN PORT$24,000$23,237
PUBLIC SVC ENTERPRISE GROUP IN$18,763$24,680
QUALCOMM INC$22,151$22,299
QUEST DIAGNOSTICS$19,765$20,118
REGIONS FINANCIAL CORP$12,648$12,672
ROYAL DUTCH SHEL PLC SPONS$46,339$44,101
SOUTHERN CO$20,926$23,524
SPDR BARCLAYS CAPITAL HYB ETF$77,820$77,220
SPDR BARCLAYS SHORT TERM HIGH$20,985$19,746
TARGET CORPORATION$24,968$30,364
VANGUARD GROWTH ETF$249,752$342,399
VERIZON COMMUNICATIONS$39,347$42,617
WALGREEN BOOTS ALLIANCE INC$13,374$15,240
WISDOMTREE EMERGING MARKETS EQ$31,071$28,332
WISDOMTREE INTL LC$41,428$46,730
XCEL ENERGY INC$13,034$16,667

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
E. CAMPO BELLO DR$53,958$4,844$49,114
BLDG IMPROVEMENTS$6,173$1,442$4,731
BLDG IMPROVEMENTS$5,989$51$5,938

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$12,409$12,409
Property insurance$563$563
State or Local Filing Fees$25$25

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Federal Tax Refund$1,617
Proceeds from property insurance$623

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescOUTSTANDING OPTIONSDesc
BOY Book Value$28,897BOYBookValueAmt
EOY Book Value$10,681EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$17,877Amt
Net Investment Income$17,877NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2014CategoryTxt
Amt$1,200Amt

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