DIANE AND STEVE CLARK FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DIANE AND STEVE CLARK FAMILY FOUNDATION (EIN 20-5632349)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-04
- IRS object ID
- 201303089349100215
- Schema version
- 2012v2.2
- 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
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-04T12:01:19-00:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Lane Suite 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205632349 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Diane and Steve Clark Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DIAN | NameControl |
| Phone | 8008391754 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Diane M Clark | Name |
| Title | CoPresident | Title |
| Date Signed | 2013-11-04 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2013-11-04 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2372537 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 273167 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 59914 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 59914 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -8853 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 171723 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 324228 | TotalRevenueAndExpenses |
| Total Net Investment Income | 59914 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 11303 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 11303 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 3430 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 648 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 1796 | DeprecAndDepletionRevAndExpnss |
| Other Expenses Rev And Expnss | 10102 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 10102 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 26631 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 11303 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 10750 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 87500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 87500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 114131 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 11303 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 98250 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 210097 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 48611 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 633298 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 371499 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 371499 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1254426 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1741720 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1943601 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 13602 | InvestmentsCorpBondsBOY |
| Land Building And Equipment Basis | 60131 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 1796 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 59233 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 57437 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 57437 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 1960559 | TotalAssetsBOY |
| Total Assets EOY | 2170656 | TotalAssetsEOY |
| Total Assets EOYFMV | 2372537 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1960559 | RetainedEarningsBOY |
| Retained Earnings EOY | 2170656 | RetainedEarningsEOY |
| Total Net Assets BOY | 1960559 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2170656 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1960559 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2170656 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1960559 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 210097 | ExcessOfRevenueOverExpenses |
| Subtotal | 2170656 | Subtotal |
| Total Net Assets Fund Balances EOY | 2170656 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Publicly-traded Securities | DescriptionOfAsset |
| Gross Sales Price | 171723 | GrossSalesPrice |
| Cost Or Other Basis | 180576 | CostOrOtherBasis |
| Gain Or Loss | -8853 | GainOrLoss |
| Gains Minus Excess Or Losses | -8853 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -8853 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 84854 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1956254 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.043376 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 68889 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1728190 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.039862 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 43674 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1407314 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.031034 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 13279 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 888424 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.014947 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 14943 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 578073 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.025850 | DistributionRatioYear5 |
| Total Distribution Ratio | 000.155069 | TotalDistributionRatio |
| Average Distribution Ratio | 000.031014 | AverageDistributionRatio |
| Net Noncharitable Assets | 2075118 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 64358 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 486 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 64844 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 98250 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 486 | InvestmentIncomeExciseTax |
| Subtotal | 486 | Subtotal |
| Tax Based On Investment Income | 486 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2603 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2603 | TotalCreditsAndPayments |
| Tax Paid Original Return | 2603 | TaxPaidOriginalReturn |
| Overpayment | 2117 | Overpayment |
| Amount Credited To Next Year | 500 | AmountCreditedToNextYear |
| Amount To Be Refunded | 1617 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8008391754 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Diane Clark | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Co- Pres / Dir / Sec | 001.00 | 0 |
| Steve Clark | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Co- Pres / Dir | 001.00 | 0 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1652720 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 453999 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2106719 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2106719 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 31601 | CashDeemedCharitable |
| Net Noncharitable Assets | 2075118 | NetNoncharitableAssets |
| Minimum Investment Return | 103756 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 103756 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 486 | TaxBasedOnInvestmentIncome |
| Total Tax | 486 | TotalTax |
| Distributable Amount Before Adj | 103270 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 103270 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 103270 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 98250 | ExpensesAndContributions |
| Qualifying Distributions | 98250 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 486 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 97764 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 103270 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 95401 | UndistributedIncomePriorYear |
| Qualifying Distributions | 98250 | QualifyingDistributions |
| Applied To Year1 | 95401 | AppliedToYear1 |
| Applied To Current Year | 2849 | AppliedToCurrentYear |
| Undistributed Income CY | 100421 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Diane Clark | ContributingManager |
| Contributing Manager | Steve Clark | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| 100 CLUB OF ARIZONA | |||||||
| 5033 N 19TH AVE STE 123 | TEMPE | AZ | 85015 | N/A | 509a2 | General Unrestricted | $1,000 |
| BOYS & GIRLS CLUBS OF METRO PHOENIX INC | |||||||
| 2645 N 24TH ST | PHOENIX | AZ | 85008 | N/A | 509a2 | Ed Robson Family Branch Division | $1,000 |
| CAMP SWIFT YOUTH FOUNDATION | |||||||
| 7950 E ACOMA DR STE 106 | SCOTTSDALE | AZ | 85260 | N/A | 509a1 | Help Palomino Children Go to Summer Camp | $1,000 |
| CATHOLIC RELIEF SERVICES INC | |||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 21201 | N/A | 509a1 | General Unrestricted | $500 |
| CENTER FOR ARIZONA POLICY INC | |||||||
| 4222 E THOMAS RD STE 220 | PHOENIX | AZ | 85018 | N/A | 509a1 | General Unrestricted | $1,000 |
| CHAPEL IN THE HILLS BAPTIST CHURCH | |||||||
| 5455 S WESTOVER AVE | TUCSON | AZ | 85746 | N/A | 509a1 | Support Church Missionaries | $500 |
| CHRIST THE KING LUTHERAN CHURCH | |||||||
| 85 MOUNT PLEASANT RD | NEWTOWN | CT | 06470 | N/A | 509a1 | Outreach to Show Love of Christ to Christ the King Lutheran Church | $1,500 |
| FAMILY LIFE BROADCASTING INC | |||||||
| PO BOX 35300 | TUCSON | AZ | 85740 | N/A | 509a1 | General Unrestricted | $1,000 |
| FEED MY STARVING CHILDREN | |||||||
| 401 93RD AVE NW | COON RAPIDS | MN | 55433 | N/A | 509a1 | General Unrestricted | $1,000 |
| FOOD FOR THE HUNGRY INC | |||||||
| 1224 E WASHINGTON ST | PHOENIX | AZ | 85034 | N/A | 509a1 | Educate the Children Scholarship | $1,000 |
| HOMES FOR OUR TROOPS INC | |||||||
| 6 MAIN ST | TAUNTON | MA | 02780 | N/A | 509a1 | Homes for Our Troops in the Phoenix Area Project | $1,000 |
| INSIGHT FOR LIVING | |||||||
| 7160 DALLAS PKWY STE 100 | PLANO | TX | 75024 | N/A | 509a1 | General Unrestricted | $1,000 |
| JOYCE MEYER MINISTRIES INC | |||||||
| 700 GRACE PKWY | FENTON | MO | 63026 | N/A | 509a1 | Hand of Hope Program | $1,000 |
| KITCHEN ON THE STREET INC | |||||||
| 21006 N 22ND ST STE C1 | PHOENIX | AZ | 85024 | N/A | 509a1 | Food for Backpacks of Children in the Palomino Schools | $1,000 |
| LA SAGRADA FAMILIA | |||||||
| 6300 E BELL RD | SCOTTSDALE | AZ | 85254 | N/A | 509a1 | La Sagrada Familia Building Fund | $70,000 |
| LIVING WATER LUTHERAN CHURCH | |||||||
| 9201 E HAPPY VALLEY RD | SCOTTSDALE | AZ | 85255 | N/A | 509a1 | General Unrestricted | $500 |
| MAKE-A-WISH FOUNDATION OF AMERICA | |||||||
| 4742 N 24TH ST STE 400 | PHOENIX | AZ | 85016 | N/A | 509a1 | General Unrestricted | $500 |
| MENTORKIDS USA | |||||||
| 15300 N 90TH ST STE 200 | SCOTTSDALE | AZ | 85260 | N/A | 509a1 | General Unrestricted | $1,000 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | 509a1 | Bibles and Christian Literature Campaign | $500 |
| ST MARYS FOOD BANK ALLIANCE | |||||||
| 2831 N 31ST AVE | PHOENIX | AZ | 85009 | N/A | 509a1 | General Unrestricted | $1,000 |
| THREE ANGELS CHILDRENS RELIEF | |||||||
| 25876 THE OLD RD | STEVENSON RANCH | CA | 91381 | N/A | 509a1 | Haiti Relief Program | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 87500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $59,914 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$8,853 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $51,061 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 51061 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||
| 1 | Clark Diane | 11482 East Beck Lane | Scottsdale | AZ | 85255 | 100000 | X | |
| Diane M Clark Living Trust | ||||||||
| 2 | 11482 E Beck Lane | Scottsdale | AZ | 85255 | 173167 | X | ||
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 2 | ContributorNumberFromPartI |
| Noncash Property Description | ISHARES MRNG LRG GR JKE, 2300 sh. | NoncashPropertyDescription |
| Fair Market Value | 173167 | FairMarketValue |
| Date Received | 2012-12-28 | DateReceived |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (2 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense |
|---|---|---|---|---|---|---|
| Charitable Use Property - East Campo Bello Dr, Phoenix AZ | 2011-07-15 | 53958 | 692 | SL | 0000000039.000000000000 | 1384 |
| Improvements to Property | 2011-08-05 | 6173 | 206 | SL | 0000000015.000000000000 | 412 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Publicly-traded Securities | Name |
| Gross Sales Price | 171723 | GrossSalesPrice |
| Basis | 180576 | Basis |
| Total Net | -8853 | TotalNet |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (30 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 1064 shares of ALTRIA GROUP INC | 31716 | 33452 |
| 505 shares of AMERICAN ELECTRIC POWER INC. | 19952 | 21553 |
| 17797 shares of AMERICAN FDS INCOME FD OF AMERICA | 225014 | 320885 |
| 422 shares of ATT CORP | 12569 | 14226 |
| 795 shares of BIOMED RLTY TR INC | 15226 | 15367 |
| 415 shares of EXELON CORPORATION | 18050 | 12342 |
| 5815 shares of FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX | 102637 | 107345 |
| 79065 shares of FRANK CUSTODIAN INCM SR CL A | 155010 | 177106 |
| 256 shares of GENUINE PARTS COMPANY | 15761 | 16276 |
| 369 shares of HEALTH CARE REIT INC. | 19895 | 22616 |
| 931 shares of HUGOTON ROYALTY TR | 18392 | 6806 |
| 2300 shares of ISHARES MRNG LRG GR | 173167 | 175950 |
| 1274 shares of ISHARES RUSSELL 3000 | 84224 | 107882 |
| 1574 shares of ISHARES SP U.S. PREFERRED STOCK INDEX FUND | 60011 | 62362 |
| 582 shares of KINDER MORGAN INC | 18325 | 20562 |
| 477 shares of KRAFT FOODS GROUP, INC. | 22388 | 21689 |
| 361 shares of NATIONAL GRID TRANSCO PLC | 17644 | 20736 |
| 1352 shares of PEOPLES UNITED FINANCIAL, INC. | 15936 | 16346 |
| 1719 shares of PIEDMONT OFFICE REALTY TRUST INC | 29953 | 31028 |
| 9102 shares of PIMCO COMMODITY REAL RETURN STRATEGY FUND | 75005 | 60437 |
| 596 shares of PUBLIC SVC ENTERPRISE GROUP INC. | 18763 | 18238 |
| 1222 shares of REALTY INCOME CORP | 43084 | 49137 |
| 317 shares of ROYAL DUTCH SHEL PLC | 24092 | 22472 |
| 2000 shares of SPDR BARCLAYS CAPITAL HYB ETF | 77820 | 81420 |
| 300 shares of SPDR GOLD TR GOLD SHS | 45738 | 48606 |
| 4150 shares of VANGUARD GROWTH ETF | 244762 | 295397 |
| 1000 shares of VANGUARD SCOTTSDALE FDS SHORT | 79107 | 80320 |
| 611 shares of VERIZON COMMUNICATIONS | 24401 | 26438 |
| 408 shares of WESTAR ENERGY INC. | 11650 | 11677 |
| 1000 shares of WISDOMTREE INTL LC | 41428 | 44930 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (2 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| Charitable Use Property - E Campo Bello Dr, AZ | 53958 | 1384 | 51882 | 51882 |
| Improvements to Property | 6173 | 412 | 5555 | 5555 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| Administrative Fees | 10077 | 10077 |
| State or Local Filing Fees | 25 | 25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | Category |
| Amount | $11,303 | Amount |
| Net Investment Income | 11303 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| Estimated Tax for 2012 | $600 | |
| IRS Excise Tax Payment with 1st ext 990-PF | $2,182 | |
| State Property Taxes | $648 | 648 |
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