FINCH FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FINCH FAMILY FOUNDATION INC (EIN 81-0687331)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-30
- IRS object ID
- 202431219349101593
- Schema version
- 2023v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-30T16:46:53-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263387500 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPSTEIN SCHNEIDER PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8501 E PRINCESS DR SUITE 230 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85255 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810687331 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FINCH FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FINC | BusinessNameControlTxt |
| Phone | 6023178992 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 AVIENDA DEL SOL | AddressLine1Txt |
| City | LAKE HAVASU CITY | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 86406 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL W FINCH | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6023178992 | PhoneNum |
| Signature | 2024-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | FINCH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHELDON J EPSTEIN CPA | PreparerPersonNm |
| PTIN | P01341675 | PTIN |
| Phone | 4804833024 | PhoneNum |
| Preparation | 2024-04-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $504,853 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $96 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $96 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,826 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,826 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,980 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $148,485 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,980 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $27,902 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,902 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,510 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,808 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $702 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,254 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,603 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $651 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $211 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $169 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $42 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,104 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $883 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $221 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,079 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,463 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,616 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,079 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,463 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,616 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,177 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,439 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$3 | CashEOYAmt |
| Cash EOYFMV | -$3 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,845 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,981 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,981 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $459,023 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $431,958 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $488,875 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $464,868 | TotalAssetsBOYAmt |
| Total Assets EOY | $447,936 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $504,853 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $464,868 | RetainedEarningBOYAmt |
| Retained Earning EOY | $447,936 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $464,868 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $447,936 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $464,868 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $447,936 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $464,868 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,177 | ExcessRevenueOverExpensesAmt |
| Other Increases | $245 | OtherIncreasesAmt |
| Subtotal | $447,936 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $447,936 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (181 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 6 GENERAL MILLS INC | P | 2021-01-13 | 2023-12-18 | $398 | $333 | $65 | $65 |
| 4 GENERAL MILLS INC | P | 2020-10-01 | 2023-12-18 | $265 | $248 | $17 | $17 |
| 14 ROCHE HLDG AG ADR | P | 2020-03-19 | 2023-12-18 | $492 | $544 | -$52 | -$52 |
| 4 GENERAL MILLS INC | P | 2020-10-01 | 2023-12-15 | $261 | $248 | $13 | $13 |
| 9 GENERAL MILLS INC | P | 2020-09-30 | 2023-12-15 | $587 | $553 | $34 | $34 |
| 1 GENERAL MILLS INC | P | 2020-07-08 | 2023-12-15 | $65 | $63 | $2 | $2 |
| 17 THE COCA-COLA CO | P | 2016-10-03 | 2023-12-15 | $993 | $713 | $280 | $280 |
| 10 NIKE INC B | P | 2020-04-16 | 2023-12-15 | $1,211 | $869 | $342 | $342 |
| 12 ROCHE HLDG AG ADR | P | 2020-03-19 | 2023-12-15 | $417 | $466 | -$49 | -$49 |
| 23 NOVARTIS AG ADR | P | 2021-08-31 | 2023-12-06 | $2,234 | $2,014 | $220 | $220 |
| 3 NOVARTIS AG ADR | P | 2017-11-30 | 2023-12-06 | $291 | $214 | $77 | $77 |
| 4 NOVARTIS AG ADR | P | 2017-11-30 | 2023-12-05 | $388 | $286 | $102 | $102 |
| 8 NOVARTIS AG ADR | P | 2016-10-03 | 2023-12-05 | $777 | $525 | $252 | $252 |
| 12 NOVARTIS AG ADR | P | 2016-10-03 | 2023-12-04 | $1,181 | $787 | $394 | $394 |
| 158 ISHARES 7-10 YEAR TREASURY BOND ETF | P | 2022-12-01 | 2023-11-29 | $14,814 | $15,487 | -$673 | -$673 |
| 57 SPDR SHORT TERM CORPORATE BND ETF | P | 2023-01-04 | 2023-11-29 | $1,689 | $1,677 | $12 | $12 |
| 445 SPDR SHORT TERM CORPORATE BND ETF | P | 2022-04-05 | 2023-11-29 | $13,185 | $13,377 | -$192 | -$192 |
| 4 LEGGETT & PLATT INC | P | 2023-09-15 | 2023-11-10 | $91 | $107 | -$16 | -$16 |
| 8 LEGGETT & PLATT INC | P | 2023-01-04 | 2023-11-10 | $182 | $269 | -$87 | -$87 |
| 13 LEGGETT & PLATT INC | P | 2020-03-25 | 2023-11-10 | $296 | $364 | -$68 | -$68 |
| 8 LEGGETT & PLATT INC | P | 2020-03-25 | 2023-11-09 | $183 | $224 | -$41 | -$41 |
| 6 LEGGETT & PLATT INC | P | 2020-03-25 | 2023-11-08 | $140 | $168 | -$28 | -$28 |
| 2 LEGGETT & PLATT INC | P | 2020-01-23 | 2023-11-07 | $47 | $102 | -$55 | -$55 |
| 4 LEGGETT & PLATT INC | P | 2017-11-30 | 2023-11-06 | $95 | $194 | -$99 | -$99 |
| 7 LEGGETT & PLATT INC | P | 2017-11-30 | 2023-11-03 | $169 | $339 | -$170 | -$170 |
| 9.68 RTX CORP | P | 2020-03-25 | 2023-11-03 | $806 | $577 | $229 | $229 |
| 9.32 RTX CORP | P | 2020-01-23 | 2023-11-03 | $777 | $921 | -$144 | -$144 |
| 3 SANDOZ GROUP AG ADR | P | 2021-08-31 | 2023-10-06 | $83 | $72 | $11 | $11 |
| 1.6 SANDOZ GROUP AG ADR | P | 2021-08-31 | 2023-10-05 | $44 | $39 | $5 | $5 |
| 1.4 SANDOZ GROUP AG ADR | P | 2017-11-30 | 2023-10-05 | $38 | $28 | $10 | $10 |
| 4 SANDOZ GROUP AG ADR | P | 2016-10-03 | 2023-10-05 | $109 | $72 | $37 | $37 |
| 2 ABBOTT LABORATORIES | P | 2016-10-03 | 2023-09-15 | $205 | $85 | $120 | $120 |
| 3 ACCENTURE PLC A | P | 2016-10-03 | 2023-09-15 | $944 | $364 | $580 | $580 |
| 2 ARTHUR J GALLAGHER&C | P | 2020-01-23 | 2023-09-15 | $461 | $193 | $268 | $268 |
| 2 BROADCOM INC | P | 2022-06-09 | 2023-09-15 | $1,704 | $1,136 | $568 | $568 |
| 1 BROADCOM INC | P | 2022-06-08 | 2023-09-15 | $852 | $566 | $286 | $286 |
| 1 BROADCOM INC | P | 2022-01-26 | 2023-09-15 | $852 | $565 | $287 | $287 |
| 6 BCE INC | P | 2016-10-03 | 2023-09-15 | $245 | $275 | -$30 | -$30 |
| 6 CITIZENS FINL GROUP | P | 2021-05-05 | 2023-09-15 | $169 | $292 | -$123 | -$123 |
| 14 CITIZENS FINL GROUP | P | 2021-05-04 | 2023-09-15 | $393 | $666 | -$273 | -$273 |
| 5 CITIZENS FINL GROUP | P | 2021-05-03 | 2023-09-15 | $140 | $234 | -$94 | -$94 |
| 32 COMCAST CORP A | P | 2019-10-11 | 2023-09-15 | $1,464 | $1,461 | $3 | $3 |
| 11 CISCO SYSTEMS INC | P | 2020-03-11 | 2023-09-15 | $612 | $418 | $194 | $194 |
| 21 CISCO SYSTEMS INC | P | 2020-01-23 | 2023-09-15 | $1,168 | $1,029 | $139 | $139 |
| 2 CHEVRON CORP | P | 2020-03-25 | 2023-09-15 | $335 | $143 | $192 | $192 |
| 1 DUKE ENERGY CORP | P | 2021-01-14 | 2023-09-15 | $96 | $91 | $5 | $5 |
| 4 FASTENAL CO | P | 2023-04-20 | 2023-09-15 | $220 | $218 | $2 | $2 |
| 9 FIDELITY NATL INFO | P | 2023-01-11 | 2023-09-15 | $516 | $620 | -$104 | -$104 |
| 1 GENUINE PARTS CO | P | 2020-03-25 | 2023-09-15 | $149 | $66 | $83 | $83 |
| 1 GENUINE PARTS CO | P | 2020-01-23 | 2023-09-15 | $149 | $100 | $49 | $49 |
| 2 HOME DEPOT INC | P | 2020-04-16 | 2023-09-15 | $648 | $405 | $243 | $243 |
| 2 IBM CORP | P | 2020-01-23 | 2023-09-15 | $294 | $273 | $21 | $21 |
| 20 ISHARES 7-10 YEAR TREASURY BOND ETF | P | 2022-12-01 | 2023-09-15 | $1,863 | $1,960 | -$97 | -$97 |
| 28 ISHARES TR IS 1-5 YR IN GR CR BD ETF | P | 2020-03-09 | 2023-09-15 | $1,399 | $1,520 | -$121 | -$121 |
| 41 ISHARES TR IS 1-5 YR IN GR CR BD ETF | P | 2020-01-23 | 2023-09-15 | $2,049 | $2,209 | -$160 | -$160 |
| 28 ISHARES TR IS 1-5 YR IN GR CR BD ETF | P | 2019-06-05 | 2023-09-15 | $1,399 | $1,569 | -$170 | -$170 |
| 3 ILLINOIS TOOL WORKS | P | 2018-11-13 | 2023-09-15 | $718 | $400 | $318 | $318 |
| 5 JOHNSON & JOHNSON | P | 2016-10-03 | 2023-09-15 | $813 | $591 | $222 | $222 |
| 3 JPMORGAN CHASE & CO | P | 2020-03-25 | 2023-09-15 | $447 | $263 | $184 | $184 |
| 7 JPMORGAN CHASE & CO | P | 2020-01-23 | 2023-09-15 | $1,043 | $950 | $93 | $93 |
| 55 JPMORGAN ULTRA SHORT INCOME ETF | P | 2022-09-23 | 2023-09-15 | $2,756 | $2,758 | -$2 | -$2 |
| 19 KINDER MORGAN INC | P | 2019-05-23 | 2023-09-15 | $329 | $349 | -$20 | -$20 |
| 4 THE COCA-COLA CO | P | 2016-10-03 | 2023-09-15 | $233 | $168 | $65 | $65 |
| 10 KENVUE INC | P | 2016-10-03 | 2023-09-15 | $217 | $147 | $70 | $70 |
| 3 MCDONALDS CORP | P | 2020-04-16 | 2023-09-15 | $839 | $541 | $298 | $298 |
| 2 MEDTRONIC PLC | P | 2022-06-09 | 2023-09-15 | $164 | $190 | -$26 | -$26 |
| 5 MEDTRONIC PLC | P | 2022-06-08 | 2023-09-15 | $410 | $482 | -$72 | -$72 |
| 4 ALTRIA GROUP INC | P | 2017-11-14 | 2023-09-15 | $176 | $264 | -$88 | -$88 |
| 3 ALTRIA GROUP INC | P | 2017-11-13 | 2023-09-15 | $132 | $197 | -$65 | -$65 |
| 3 MORGAN STANLEY | P | 2022-09-06 | 2023-09-15 | $266 | $255 | $11 | $11 |
| 13 MICROSOFT CORP | P | 2016-10-03 | 2023-09-15 | $4,321 | $745 | $3,576 | $3,576 |
| 12 NOVARTIS AG ADR | P | 2016-10-03 | 2023-09-15 | $1,236 | $830 | $406 | $406 |
| 3 OMNICOM GROUP INC | P | 2020-01-23 | 2023-09-15 | $234 | $235 | -$1 | -$1 |
| 16 ORACLE CORP | P | 2016-10-03 | 2023-09-15 | $1,803 | $622 | $1,181 | $1,181 |
| 7 PROCTER & GAMBLE | P | 2017-11-30 | 2023-09-15 | $1,084 | $628 | $456 | $456 |
| 1 PARKER-HANNIFIN CORP | P | 2020-01-23 | 2023-09-15 | $392 | $199 | $193 | $193 |
| 2 PARKER-HANNIFIN CORP | P | 2017-11-30 | 2023-09-15 | $783 | $374 | $409 | $409 |
| 2 PARKER-HANNIFIN CORP | P | 2016-10-03 | 2023-09-15 | $783 | $251 | $532 | $532 |
| 3 PHILIP MORRIS INTL | P | 2016-10-03 | 2023-09-15 | $288 | $292 | -$4 | -$4 |
| 2 PUBLIC STORAGE REIT | P | 2023-05-09 | 2023-09-15 | $555 | $597 | -$42 | -$42 |
| 5 ROCHE HLDG AG ADR | P | 2020-03-19 | 2023-09-15 | $182 | $194 | -$12 | -$12 |
| 1 STARBUCKS CORP | P | 2020-09-23 | 2023-09-15 | $97 | $85 | $12 | $12 |
| 2 STARBUCKS CORP | P | 2020-03-25 | 2023-09-15 | $194 | $134 | $60 | $60 |
| 74 SPDR INTRMDT TRM CRPRATE BND ETF | P | 2020-01-23 | 2023-09-15 | $2,347 | $2,633 | -$286 | -$286 |
| 8 SPDR INTRMDT TRM CRPRATE BND ETF | P | 2018-12-07 | 2023-09-15 | $254 | $263 | -$9 | -$9 |
| 62 SPDR SHORT TERM CORPORATE BND ETF | P | 2022-04-05 | 2023-09-15 | $1,818 | $1,864 | -$46 | -$46 |
| 4 TEXAS INSTRUMENTS | P | 2016-10-03 | 2023-09-15 | $659 | $279 | $380 | $380 |
| 1 UNITEDHEALTH GRP INC | P | 2023-02-06 | 2023-09-15 | $486 | $475 | $11 | $11 |
| 5 VISA INC A | P | 2021-02-04 | 2023-09-15 | $1,211 | $1,042 | $169 | $169 |
| 2 VANGUARD LONG TERM TREASURY ETF | P | 2023-05-05 | 2023-09-15 | $116 | $129 | -$13 | -$13 |
| 4 WALMART INC | P | 2020-01-23 | 2023-09-15 | $660 | $462 | $198 | $198 |
| 4 WALMART INC | P | 2018-05-21 | 2023-09-15 | $660 | $338 | $322 | $322 |
| 1 WATSCO INC | P | 2020-01-23 | 2023-09-15 | $350 | $178 | $172 | $172 |
| 1 WATSCO INC | P | 2017-11-30 | 2023-09-15 | $350 | $168 | $182 | $182 |
| 1 WATSCO INC | P | 2017-02-24 | 2023-09-15 | $350 | $148 | $202 | $202 |
| 10 EXXON MOBIL CORP | P | 2020-08-20 | 2023-09-15 | $1,178 | $415 | $763 | $763 |
| 3 ZOETIS INC A | P | 2022-03-09 | 2023-09-15 | $549 | $568 | -$19 | -$19 |
| 0.23 KENVUE INC | P | 2016-10-03 | 2023-08-25 | $5 | $3 | $2 | $2 |
| 3 3M CO | P | 2021-03-04 | 2023-08-08 | $310 | $531 | -$221 | -$221 |
| 1 3M CO | P | 2021-03-04 | 2023-08-07 | $105 | $177 | -$72 | -$72 |
| 2 3M CO | P | 2020-03-25 | 2023-08-07 | $210 | $264 | -$54 | -$54 |
| 2 3M CO | P | 2020-01-23 | 2023-08-07 | $210 | $356 | -$146 | -$146 |
| 6 3M CO | P | 2020-01-23 | 2023-08-04 | $633 | $1,067 | -$434 | -$434 |
| 3 3M CO | P | 2020-01-23 | 2023-08-03 | $322 | $533 | -$211 | -$211 |
| 1 3M CO | P | 2017-11-30 | 2023-08-03 | $107 | $241 | -$134 | -$134 |
| 2 CITIZENS FINL GROUP | P | 2021-05-03 | 2023-05-09 | $51 | $94 | -$43 | -$43 |
| 187 ISHARES 7-10 YEAR TREASURY BOND ETF | P | 2022-12-01 | 2023-05-05 | $18,633 | $18,330 | $303 | $303 |
| 3 3M CO | P | 2017-11-30 | 2023-04-20 | $314 | $722 | -$408 | -$408 |
| 4 UNITED PARCEL SRVC B | P | 2021-10-04 | 2023-04-20 | $779 | $714 | $65 | $65 |
| 1 UNITED PARCEL SRVC B | P | 2021-10-01 | 2023-04-20 | $195 | $181 | $14 | $14 |
| 2 UNITED PARCEL SRVC B | P | 2021-09-30 | 2023-04-20 | $389 | $367 | $22 | $22 |
| 39 VF CORP | P | 2023-01-04 | 2023-02-13 | $1,034 | $1,146 | -$112 | -$112 |
| 11 VF CORP | P | 2022-09-01 | 2023-02-13 | $292 | $454 | -$162 | -$162 |
| 44 VF CORP | P | 2022-09-01 | 2023-02-10 | $1,165 | $1,816 | -$651 | -$651 |
| 4 VF CORP | P | 2022-09-01 | 2023-02-09 | $105 | $165 | -$60 | -$60 |
| 18 VF CORP | P | 2020-03-25 | 2023-02-09 | $474 | $1,059 | -$585 | -$585 |
| 13 VF CORP | P | 2016-11-22 | 2023-02-09 | $342 | $704 | -$362 | -$362 |
| 3 VF CORP | P | 2016-11-22 | 2023-02-07 | $85 | $163 | -$78 | -$78 |
| 11 VF CORP | P | 2016-10-03 | 2023-02-07 | $311 | $578 | -$267 | -$267 |
| 4 GENUINE PARTS CO | P | 2017-11-30 | 2023-02-06 | $672 | $371 | $301 | $301 |
| 33 VF CORP | P | 2016-10-03 | 2023-02-06 | $950 | $1,734 | -$784 | -$784 |
| 2 WALMART INC | P | 2018-05-21 | 2023-02-06 | $281 | $169 | $112 | $112 |
| 1 WALMART INC | P | 2018-03-23 | 2023-02-06 | $140 | $87 | $53 | $53 |
| 7 GENERAL MILLS INC | P | 2020-07-08 | 2023-01-12 | $578 | $440 | $138 | $138 |
| 3 GENERAL MILLS INC | P | 2020-07-07 | 2023-01-12 | $248 | $188 | $60 | $60 |
| 2 GENUINE PARTS CO | P | 2017-11-30 | 2023-01-12 | $338 | $186 | $152 | $152 |
| 16 COLGATE-PALMOLIVE CO | P | 2021-08-31 | 2023-01-11 | $1,233 | $1,243 | -$10 | -$10 |
| 5 CHEVRON CORP | P | 2020-03-25 | 2023-01-11 | $876 | $358 | $518 | $518 |
| 4 GENERAL MILLS INC | P | 2020-07-07 | 2023-01-11 | $336 | $251 | $85 | $85 |
| 2 GENUINE PARTS CO | P | 2017-11-30 | 2023-01-11 | $339 | $186 | $153 | $153 |
| 5 PROCTER & GAMBLE | P | 2017-11-30 | 2023-01-11 | $750 | $448 | $302 | $302 |
| 2 PROCTER & GAMBLE | P | 2016-10-03 | 2023-01-11 | $300 | $177 | $123 | $123 |
| 2 ABBOTT LABORATORIES | P | 2016-10-03 | 2023-01-04 | $221 | $85 | $136 | $136 |
| 1 ARTHUR J GALLAGHER&C | P | 2020-01-23 | 2023-01-04 | $189 | $96 | $93 | $93 |
| 3 BROADCOM INC | P | 2022-01-26 | 2023-01-04 | $1,675 | $1,696 | -$21 | -$21 |
| 4 BCE INC | P | 2016-10-03 | 2023-01-04 | $177 | $184 | -$7 | -$7 |
| 13 CITIZENS FINL GROUP | P | 2021-05-03 | 2023-01-04 | $526 | $610 | -$84 | -$84 |
| 2 COLGATE-PALMOLIVE CO | P | 2021-08-31 | 2023-01-04 | $159 | $155 | $4 | $4 |
| 13 CISCO SYSTEMS INC | P | 2020-01-23 | 2023-01-04 | $624 | $637 | -$13 | -$13 |
| 1 CISCO SYSTEMS INC | P | 2017-11-30 | 2023-01-04 | $48 | $38 | $10 | $10 |
| 13 CISCO SYSTEMS INC | P | 2016-10-03 | 2023-01-04 | $624 | $408 | $216 | $216 |
| 1 CVS HEALTH CORP | P | 2017-05-23 | 2023-01-04 | $93 | $77 | $16 | $16 |
| 4 DIAGEO PLC ADR | P | 2016-10-03 | 2023-01-04 | $711 | $464 | $247 | $247 |
| 4 DUKE ENERGY CORP | P | 2021-01-14 | 2023-01-04 | $418 | $366 | $52 | $52 |
| 6 DUKE ENERGY CORP | P | 2021-01-13 | 2023-01-04 | $628 | $550 | $78 | $78 |
| 9 EVERSOURCE ENERGY | P | 2016-10-03 | 2023-01-04 | $767 | $479 | $288 | $288 |
| 4 GENERAL MILLS INC | P | 2020-07-07 | 2023-01-04 | $335 | $251 | $84 | $84 |
| 4 GENERAL MILLS INC | P | 2020-07-06 | 2023-01-04 | $335 | $248 | $87 | $87 |
| 1 GENUINE PARTS CO | P | 2017-11-30 | 2023-01-04 | $171 | $93 | $78 | $78 |
| 4 IBM CORP | P | 2020-01-23 | 2023-01-04 | $569 | $547 | $22 | $22 |
| 1 IBM CORP | P | 2017-11-30 | 2023-01-04 | $142 | $148 | -$6 | -$6 |
| 3 ILLINOIS TOOL WORKS | P | 2018-11-13 | 2023-01-04 | $660 | $400 | $260 | $260 |
| 2 JOHNSON & JOHNSON | P | 2016-10-03 | 2023-01-04 | $358 | $236 | $122 | $122 |
| 2 JPMORGAN CHASE & CO | P | 2020-01-23 | 2023-01-04 | $274 | $271 | $3 | $3 |
| 4 JPMORGAN CHASE & CO | P | 2017-11-30 | 2023-01-04 | $549 | $423 | $126 | $126 |
| 1 KINDER MORGAN INC | P | 2019-05-23 | 2023-01-04 | $18 | $19 | -$1 | -$1 |
| 16 KINDER MORGAN INC | P | 2019-01-10 | 2023-01-04 | $290 | $258 | $32 | $32 |
| 12 THE COCA-COLA CO | P | 2016-10-03 | 2023-01-04 | $754 | $504 | $250 | $250 |
| 1 MCDONALDS CORP | P | 2020-04-16 | 2023-01-04 | $264 | $180 | $84 | $84 |
| 3 3M CO | P | 2016-10-03 | 2023-01-04 | $369 | $524 | -$155 | -$155 |
| 11 ALTRIA GROUP INC | P | 2017-11-13 | 2023-01-04 | $500 | $723 | -$223 | -$223 |
| 3 MORGAN STANLEY | P | 2022-09-06 | 2023-01-04 | $256 | $255 | $1 | $1 |
| 14 NOVARTIS AG ADR | P | 2016-10-03 | 2023-01-04 | $1,287 | $969 | $318 | $318 |
| 8 OMNICOM GROUP INC | P | 2020-01-23 | 2023-01-04 | $669 | $627 | $42 | $42 |
| 6 ORACLE CORP | P | 2016-10-03 | 2023-01-04 | $503 | $233 | $270 | $270 |
| 22 PFIZER INC | P | 2022-01-26 | 2023-01-04 | $1,095 | $1,164 | -$69 | -$69 |
| 13 PROCTER & GAMBLE | P | 2016-10-03 | 2023-01-04 | $1,969 | $1,151 | $818 | $818 |
| 2 PARKER-HANNIFIN CORP | P | 2016-10-03 | 2023-01-04 | $584 | $251 | $333 | $333 |
| 14 PHILIP MORRIS INTL | P | 2016-10-03 | 2023-01-04 | $1,419 | $1,364 | $55 | $55 |
| 0.02 RAYTHEON TECHNOLOGIE | P | 2020-01-23 | 2023-01-04 | $2 | $2 | $0 | $0 |
| 3.98 RAYTHEON TECHNOLOGIE | P | 2017-11-30 | 2023-01-04 | $404 | $310 | $94 | $94 |
| 2 STARBUCKS CORP | P | 2020-03-25 | 2023-01-04 | $206 | $134 | $72 | $72 |
| 4 STARBUCKS CORP | P | 2020-01-23 | 2023-01-04 | $413 | $373 | $40 | $40 |
| 4 TRUIST FINL CORP | P | 2017-11-30 | 2023-01-04 | $179 | $199 | -$20 | -$20 |
| 7 TRUIST FINL CORP | P | 2016-10-11 | 2023-01-04 | $313 | $273 | $40 | $40 |
| 2 TEXAS INSTRUMENTS | P | 2016-10-03 | 2023-01-04 | $332 | $139 | $193 | $193 |
| 2 VISA INC A | P | 2021-02-04 | 2023-01-04 | $422 | $417 | $5 | $5 |
| 2 WALMART INC | P | 2018-03-23 | 2023-01-04 | $287 | $174 | $113 | $113 |
| 1 WATSCO INC | P | 2017-02-24 | 2023-01-04 | $256 | $148 | $108 | $108 |
| 1 EXXON MOBIL CORP | P | 2020-08-20 | 2023-01-04 | $106 | $42 | $64 | $64 |
| 1 EXXON MOBIL CORP | P | 2020-01-23 | 2023-01-04 | $106 | $66 | $40 | $40 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,980 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $298 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $298 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $298 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $298 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL W AND SHARI R FINCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6023178992 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 AVENIDA DEL SOL | AddressLine1Txt |
| City | LAKE HAVASU CITY | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 86406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PAUL W FINCH JR | ||||||||
| 1010 AVIENDA DEL SOL | LAKE HAVASU | AZ | 86406 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SHARI R FINCH | ||||||||
| 1010 AVIENDA DEL SOL | LAKE HAVASU | AZ | 86406 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $405,952 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,991 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $426,943 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $426,943 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,404 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $420,539 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,027 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,027 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $298 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $298 | TotalTaxAmt |
| Distributable Before Adj | $20,729 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $20,729 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $20,729 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,616 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $38,616 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,729 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,462 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,267 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $459 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,946 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,168 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $38,302 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $38,616 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,729 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,887 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $56,189 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $9,462 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $46,727 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,267 | ExcessFromYear4Amt |
| Excess From Year3 | $459 | ExcessFromYear3Amt |
| Excess From Year2 | $8,946 | ExcessFromYear2Amt |
| Excess From Year1 | $9,168 | ExcessFromYear1Amt |
| Excess From Current Year | $17,887 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PAUL W FINCH JR | ContributingManagerNm |
| Contributing Manager | SHARI R FINCH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FRATERNAL ORDER OF POLICE | ||||||
| PO BOX 434 | LAKE HAVASU CITY | AZ | 86405 | 501(C)(3) PUBLIC CHA | CHARITABLE DONATION | $5,000 |
| HAVEN LAKE HAVASU | ||||||
| 2174 MCCULLOCH BLVD N | LAKE HAVASU CITY | AZ | 86403 | 501(C)(3) PUBLIC CHA | CHARITABLE DONATION | $10,000 |
| SAVE THE FAMILY FOUNDATION OF ARIZONA | ||||||
| 125 E UNIVERSITY DRIVE | MESA | AZ | 85201 | 501(C)(3) PUBLIC CHA | CHARITABLE DONATION | $5,000 |
| HAVADOPT | ||||||
| 2579 BAHIA HERMOSA | LAKE HAVASU CITY | AZ | 86406 | 501(C)(3) PUBLIC CHA | CHARITABLE DONATION | $2,000 |
| GULF COAST KIDS HOUSE | ||||||
| 3401 N 12TH AVE | PENSACOLA | FL | 32503 | 501(C)(3) PUBLIC CHA | CHARITABLE DONATION | $5,000 |
| WOUNDED WARRIOR PROJECT | ||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | 501(C)(3) PUBLIC CHA | CHARITABLE DONATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $96 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,826 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,980 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,902 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,902 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT FEES | CategoryTxt |
| Amt | $3,510 | Amt |
| Net Investment Income | $2,808 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $702 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB EQUITIES | AT COST | $197,634 | $232,713 |
| CHARLES SCHWAB OTHER SECURITIES | AT COST | $162,261 | $157,023 |
| ATHENE | AT COST | $72,063 | $99,139 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $1,104 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $883 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $221 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONTAXABLE NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $245 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $3,254 | Amt |
| Net Investment Income | $2,603 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $651 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $211 | Amt |
| Net Investment Income | $169 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $42 | DisbursementsCharitablePrpsAmt |