FINCH FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FINCH FAMILY FOUNDATION INC (EIN 81-0687331)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-06
- IRS object ID
- 202323109349100447
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-06T14:13:56-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-03 | 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 | 2023-11-02 | 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 | 2022 | 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 | $516,252 | 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 | $72,063 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $18 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,056 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,056 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,119 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $216,020 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,119 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $89,256 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,193 | 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 |
| Legal Fees Rev And Expnss | $115 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $92 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $23 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,175 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,340 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $835 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,610 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,888 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $722 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $178 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $142 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $36 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,078 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,462 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,616 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,078 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,462 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,616 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $51,178 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,731 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,699 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,845 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,845 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $412,058 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $459,023 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $510,407 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $415,757 | TotalAssetsBOYAmt |
| Total Assets EOY | $464,868 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $516,252 | 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 | $415,757 | RetainedEarningBOYAmt |
| Retained Earning EOY | $464,868 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $415,757 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $464,868 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $415,757 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $464,868 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $415,757 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $51,178 | ExcessRevenueOverExpensesAmt |
| Other Increases | $530 | OtherIncreasesAmt |
| Subtotal | $467,465 | SubtotalAmt |
| Other Decreases | $2,597 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $464,868 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (119 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 25 A T & T INC: T | P | 2021-08-31 | 2022-03-14 | $573 | $686 | -$113 | -$113 |
| 2 COLGATE-PALMOLIVE CO: CL | P | 2021-08-31 | 2022-06-09 | $156 | $155 | $1 | $1 |
| 1 ISHARES MBS ETF: MBB | P | 2022-09-01 | 2022-10-21 | $89 | $96 | -$7 | -$7 |
| 8 ISHARES NATIONAL MUNI BOND ETF: MUB | P | 2022-04-05 | 2022-04-25 | $855 | $875 | -$20 | -$20 |
| 149 ISHARES NATIONAL MUNI BOND ETF: MUB | P | 2022-04-05 | 2022-09-23 | $15,376 | $16,290 | -$914 | -$914 |
| 9 JPMORGAN ULTRA SHORT INCOME ETF: JPST | P | 2022-09-23 | 2022-10-26 | $451 | $451 | $0 | $0 |
| 1 PFIZER INC: PFE | P | 2022-01-26 | 2022-06-27 | $52 | $53 | -$1 | -$1 |
| 33 SPDR PORTFOLIO SHORT TERM TREASURY E: SPTS | P | 2021-12-01 | 2022-04-25 | $975 | $1,007 | -$32 | -$32 |
| 808 SPDR PORTFOLIO SHORT TERM TREASURY E: SPTS | P | 2021-12-01 | 2022-05-13 | $23,892 | $24,644 | -$752 | -$752 |
| 19 SPDR PORTFOLIO SHORT TERM TREASURY E: SPTS | P | 2022-09-23 | 2022-10-26 | $548 | $550 | -$2 | -$2 |
| 252 SPDR PORTFOLIO SHORT TERM TREASURY E: SPTS | P | 2022-09-23 | 2022-12-01 | $7,295 | $7,290 | $5 | $5 |
| 261 SPDR PORTFOLIO SHORT TERM TREASURY E: SPTS | P | 2022-10-21 | 2022-12-01 | $7,556 | $7,517 | $39 | $39 |
| 40 SPDR SHORT TERM ETF: SPSB | P | 2022-04-05 | 2022-04-25 | $1,198 | $1,202 | -$4 | -$4 |
| 24 SPDR SHORT TERM ETF: SPSB | P | 2022-04-05 | 2022-10-26 | $699 | $722 | -$23 | -$23 |
| 1 VAG ITM-TERM TREASURY ETF: VGIT | P | 2021-04-28 | 2022-04-25 | $62 | $68 | -$6 | -$6 |
| 242 VAG ITM-TERM TREASURY ETF: VGIT | P | 2021-04-28 | 2022-04-05 | $15,004 | $16,341 | -$1,337 | -$1,337 |
| 529 VANGUARD ITM-TERM TREASURY ETF: VGIT | P | 2022-05-13 | 2022-12-01 | $31,337 | $32,497 | -$1,160 | -$1,160 |
| 5 VANGUARD ITM-TERM TREASURY ETF: | P | 2022-09-01 | 2022-12-01 | $296 | $300 | -$4 | -$4 |
| 66 A T & T INC: T | P | 2016-10-03 | 2022-01-26 | $1,611 | $2,684 | -$1,073 | -$1,073 |
| 30 A T & T INC: T | P | 2017-11-30 | 2022-01-26 | $732 | $1,097 | -$365 | -$365 |
| 9 A T & T INC: T | P | 2017-11-30 | 2022-03-11 | $209 | $329 | -$120 | -$120 |
| 20 A T & T INC: T | P | 2018-05-21 | 2022-03-11 | $464 | $650 | -$186 | -$186 |
| 3 A T & T INC: T | P | 2020-01-23 | 2022-03-11 | $70 | $116 | -$46 | -$46 |
| 17 A T & T INC: T | P | 2020-03-25 | 2022-03-11 | $394 | $483 | -$89 | -$89 |
| 12 A T & T INC: T | P | 2020-08-20 | 2022-03-11 | $278 | $357 | -$79 | -$79 |
| 35 A T & T INC: T | P | 2020-08-20 | 2022-03-14 | $802 | $1,042 | -$240 | -$240 |
| 5 ACCENTURE PLC FCLASS ACN | P | 2016-10-03 | 2022-01-26 | $1,662 | $607 | $1,055 | $1,055 |
| 1 ARTHUR J GALLAGHER&C: AJG | P | 2016-10-03 | 2022-03-09 | $157 | $51 | $106 | $106 |
| 3 ARTHUR J GALLAGHER&C: AJG | P | 2017-11-30 | 2022-03-09 | $471 | $198 | $273 | $273 |
| 3 ARTHUR J GALLAGHER&C: AJG | P | 2017-11-30 | 2022-03-10 | $462 | $198 | $264 | $264 |
| 4 ARTHUR J GALLAGHER&C: AJG | P | 2020-01-23 | 2022-11-08 | $769 | $385 | $384 | $384 |
| 14 CHEVRON CORP: CVX | P | 2017-03-22 | 2022-10-26 | $2,490 | $1,515 | $975 | $975 |
| 5 CHEVRON CORP: CVX | P | 2017-11-30 | 2022-10-26 | $889 | $591 | $298 | $298 |
| 10 CHEVRON CORP: CVX | P | 2020-01-23 | 2022-10-26 | $1,778 | $1,127 | $651 | $651 |
| 2 CHEVRON CORP: CVX | P | 2020-03-25 | 2022-10-26 | $356 | $143 | $213 | $213 |
| 2 CISCO SYSTEMS INC: CSCO | P | 2016-10-03 | 2022-09-06 | $89 | $63 | $26 | $26 |
| 1 CISCO SYSTEMS INC: CSCO | P | 2016-10-03 | 2022-11-08 | $45 | $31 | $14 | $14 |
| 9 COLGATE-PALMOLIVE CO: CL | P | 2016-10-03 | 2022-03-09 | $683 | $658 | $25 | $25 |
| 20 COLGATE-PALMOLIVE CO: CL | P | 2016-10-03 | 2022-03-09 | $1,517 | $1,471 | $46 | $46 |
| 1 COLGATE-PALMOLIVE CO: CL | P | 2017-11-30 | 2022-03-09 | $76 | $73 | $3 | $3 |
| 11 COLGATE-PALMOLIVE CO: CL | P | 2020-01-23 | 2022-05-26 | $858 | $772 | $86 | $86 |
| 5 COLGATE-PALMOLIVE CO: CL | P | 2020-01-23 | 2022-06-08 | $390 | $351 | $39 | $39 |
| 3 COLGATE-PALMOLIVE CO: CL | P | 2020-01-23 | 2022-06-09 | $234 | $211 | $23 | $23 |
| 1 CVS HEALTH CORP: CVS | P | 2017-05-11 | 2022-10-26 | $94 | $82 | $12 | $12 |
| 8 CVS HEALTH CORP: CVS | P | 2017-05-12 | 2022-10-26 | $748 | $654 | $94 | $94 |
| 4 CVS HEALTH CORP: CVS | P | 2017-05-23 | 2022-10-26 | $374 | $309 | $65 | $65 |
| 1 EXXON MOBIL CORP: XOM | P | 2016-10-25 | 2022-06-27 | $89 | $73 | $16 | $16 |
| 3 EXXON MOBIL CORP: XOM | P | 2017-03-22 | 2022-06-27 | $267 | $245 | $22 | $22 |
| 12 EXXON MOBIL CORP: XOM | P | 2017-03-22 | 2022-10-26 | $1,286 | $981 | $305 | $305 |
| 15 EXXON MOBIL CORP: XOM | P | 2017-11-30 | 2022-10-26 | $1,607 | $1,245 | $362 | $362 |
| 14 EXXON MOBIL CORP: XOM | P | 2019-02-08 | 2022-10-26 | $1,500 | $1,030 | $470 | $470 |
| 27 EXXON MOBIL CORP: XOM | P | 2020-01-23 | 2022-10-26 | $2,893 | $1,795 | $1,098 | $1,098 |
| 18 GENERAL MILLS INC: GIS | P | 2019-01-11 | 2022-08-25 | $1,398 | $749 | $649 | $649 |
| 6 GENERAL MILLS INC: GIS | P | 2020-01-23 | 2022-08-25 | $466 | $325 | $141 | $141 |
| 11 GENERAL MILLS INC: GIS | P | 2020-01-23 | 2022-08-26 | $846 | $597 | $249 | $249 |
| 6 GENERAL MILLS INC: GIS | P | 2020-03-11 | 2022-08-26 | $461 | $317 | $144 | $144 |
| 12 GENERAL MILLS INC: GIS | P | 2020-07-06 | 2022-08-26 | $922 | $743 | $179 | $179 |
| 11 GENERAL MILLS INC: GIS | P | 2020-07-06 | 2022-10-26 | $868 | $681 | $187 | $187 |
| 10 GENUINE PARTS CO: GPC | P | 2016-10-03 | 2022-09-06 | $1,576 | $993 | $583 | $583 |
| 2 GENUINE PARTS CO: GPC | P | 2017-11-30 | 2022-09-06 | $315 | $186 | $129 | $129 |
| 5 GENUINE PARTS CO: GPC | P | 2017-11-30 | 2022-10-26 | $861 | $464 | $397 | $397 |
| 1 ILLINOIS TOOL WORKS: ITW | P | 2018-11-13 | 2022-06-08 | $207 | $133 | $74 | $74 |
| 1 ILLINOIS TOOL WORKS: ITW | P | 2018-11-13 | 2022-06-09 | $206 | $133 | $73 | $73 |
| 42 ISHARES MBS ETF: MBB | P | 2018-12-07 | 2022-04-05 | $4,219 | $4,350 | -$131 | -$131 |
| 65 ISHARES MBS ETF: MBB | P | 2019-06-05 | 2022-04-05 | $6,529 | $6,952 | -$423 | -$423 |
| 39 ISHARES MBS ETF: MBB | P | 2020-01-23 | 2022-04-05 | $3,917 | $4,234 | -$317 | -$317 |
| 7 ISHARES MBS ETF: MBB | P | 2020-01-23 | 2022-04-25 | $689 | $760 | -$71 | -$71 |
| 34 ISHARES MBS ETF: MBB | P | 2020-01-23 | 2022-10-21 | $3,019 | $3,692 | -$673 | -$673 |
| 64 ISHARES MBS ETF: MBB | P | 2020-08-20 | 2022-10-21 | $5,683 | $7,083 | -$1,400 | -$1,400 |
| 64 ISHARES MBS ETF: MBB | P | 2021-08-31 | 2022-10-21 | $5,683 | $6,951 | -$1,268 | -$1,268 |
| 129 ISHARES TR IS 1-5 YR IN GR CR BD ETF: IGSB | P | 2019-06-05 | 2022-05-13 | $6,574 | $6,852 | -$278 | -$278 |
| 25 ISHARES TR IS 1-5 YR IN GR CR BD ETF: IGSB | P | 2019-06-05 | 2022-05-25 | $1,282 | $1,328 | -$46 | -$46 |
| 1 ISHARES TR IS 1-5 YR IN GR CR BD ETF: IGSB | P | 2019-06-05 | 2022-06-27 | $50 | $53 | -$3 | -$3 |
| 5 ISHARES TR IS 1-5 YR IN GR CR BD ETF: IGSB | P | 2019-06-05 | 2022-10-26 | $245 | $283 | -$38 | -$38 |
| 27 ISHARES TR IS 1-5 YR IN GR CR BD ETF: IGSB | P | 2019-06-05 | 2022-10-26 | $1,324 | $1,434 | -$110 | -$110 |
| 6 JOHNSON & JOHNSON: JNJ | P | 2016-10-03 | 2022-06-08 | $1,064 | $709 | $355 | $355 |
| 6 JOHNSON & JOHNSON: JNJ | P | 2016-10-03 | 2022-06-09 | $1,051 | $709 | $342 | $342 |
| 5 JOHNSON & JOHNSON: JNJ | P | 2016-10-03 | 2022-11-08 | $871 | $591 | $280 | $280 |
| 11 JPMORGAN CHASE & CO: JPM | P | 2016-10-03 | 2022-10-26 | $1,367 | $735 | $632 | $632 |
| 1 JPMORGAN CHASE & CO: JPM | P | 2017-11-30 | 2022-10-26 | $124 | $106 | $18 | $18 |
| 2 KINDER MORGAN INC: KMI | P | 2018-10-26 | 2022-09-06 | $36 | $33 | $3 | $3 |
| 21 KINDER MORGAN INC: KMI | P | 2018-10-26 | 2022-10-26 | $372 | $344 | $28 | $28 |
| 41 KINDER MORGAN INC: KMI | P | 2019-01-10 | 2022-10-26 | $727 | $707 | $20 | $20 |
| 8 LOCKHEED MARTIN CORP: LMT | P | 2016-10-03 | 2022-04-05 | $3,588 | $1,916 | $1,672 | $1,672 |
| 1 LOCKHEED MARTIN CORP: LMT | P | 2017-11-30 | 2022-10-26 | $468 | $320 | $148 | $148 |
| 2 LOCKHEED MARTIN CORP: LMT | P | 2019-01-10 | 2022-10-26 | $936 | $551 | $385 | $385 |
| 6 MCDONALDS CORP: MCD | P | 2020-04-07 | 2022-10-26 | $1,562 | $1,063 | $499 | $499 |
| 8 OMNICOM GROUP INC: OMC | P | 2017-11-30 | 2022-11-08 | $592 | $575 | $17 | $17 |
| 4 OMNICOM GROUP INC: OMC | P | 2020-01-23 | 2022-11-08 | $296 | $313 | -$17 | -$17 |
| 1 PARKER-HANNIFIN CORP: PH | P | 2016-10-03 | 2022-11-08 | $300 | $125 | $175 | $175 |
| 5 PPG INDUSTRIES INC: PPG | P | 2016-10-11 | 2022-05-26 | $630 | $468 | $162 | $162 |
| 4 PPG INDUSTRIES INC: PPG | P | 2016-10-11 | 2022-06-08 | $510 | $374 | $136 | $136 |
| 3 PPG INDUSTRIES INC: PPG | P | 2016-10-11 | 2022-06-09 | $379 | $281 | $98 | $98 |
| 5 PPG INDUSTRIES INC: PPG | P | 2016-10-11 | 2022-06-10 | $586 | $468 | $118 | $118 |
| 2 PPG INDUSTRIES INC: PPG | P | 2016-10-11 | 2022-09-06 | $247 | $187 | $60 | $60 |
| 8 PPG INDUSTRIES INC: PPG | P | 2020-03-25 | 2022-09-07 | $1,009 | $679 | $330 | $330 |
| 4 PPG INDUSTRIES INC: PPG | P | 2021-08-31 | 2022-09-07 | $504 | $638 | -$134 | -$134 |
| 4 PROCTER & GAMBLE: PG | P | 2016-10-03 | 2022-10-26 | $529 | $354 | $175 | $175 |
| 15 RAYTHEON TECHNOLOGIES CO: RTX | P | 2016-10-03 | 2022-01-26 | $1,339 | $845 | $494 | $494 |
| 9 RAYTHEON TECHNOLOGIES CO: RTX | P | 2016-10-03 | 2022-09-06 | $784 | $507 | $277 | $277 |
| 10 RAYTHEON TECHNOLOGIES CO: RTX | P | 2016-10-03 | 2022-09-07 | $862 | $564 | $298 | $298 |
| 7.3128 RAYTHEON TECHNOLOGIES CO: RTX | P | 2016-10-03 | 2022-11-08 | $703 | $412 | $291 | $291 |
| 1.6872 RAYTHEON TECHNOLOGIES CO: RTX | P | 2017-11-30 | 2022-11-08 | $162 | $138 | $24 | $24 |
| 18 SPDR INTRMDT TRM CRPRATEBND ETF: SPIB | P | 2018-12-07 | 2022-10-26 | $561 | $592 | -$31 | -$31 |
| 1 STARBUCKS CORP: SBUX | P | 2017-11-30 | 2022-09-06 | $85 | $58 | $27 | $27 |
| 6 STARBUCKS CORP: SBUX | P | 2017-11-30 | 2022-11-08 | $556 | $347 | $209 | $209 |
| 5 STARBUCKS CORP: SBUX | P | 2020-01-23 | 2022-11-08 | $464 | $466 | -$2 | -$2 |
| 33 THE COCA-COLA CO: KO | P | 2016-10-03 | 2022-10-26 | $1,960 | $1,385 | $575 | $575 |
| 9 VANGUARD ITM-TERM TREASURY ETF: VGIT | P | 2021-04-28 | 2022-05-25 | $558 | $608 | -$50 | -$50 |
| 8 VANGUARD ITM-TERM TREASURY ETF: VGIT | P | 2021-04-28 | 2022-06-27 | $483 | $540 | -$57 | -$57 |
| 15 VANGUARD ITM-TERM TREASURY ETF: VGIT | P | 2021-04-28 | 2022-10-26 | $868 | $1,013 | -$145 | -$145 |
| 30 VANGUARD ITM-TERM TREASURY ETF: VGIT | P | 2021-04-28 | 2022-12-01 | $1,777 | $2,026 | -$249 | -$249 |
| 74 VANGUARD ITM-TERM TREASURY ETF: VGIT | P | 2021-08-31 | 2022-12-01 | $4,384 | $5,053 | -$669 | -$669 |
| 1 STARBUCKS CORP: SBUX | P | 2018-03-21 | 2022-08-25 | $135 | $89 | $46 | $46 |
| 5 THE COCA-COLA CO: KO | P | 2018-03-22 | 2022-08-25 | $677 | $438 | $239 | $239 |
| 3 WALMART INC: WMT | P | 2018-03-22 | 2022-10-26 | $425 | $263 | $162 | $162 |
| 3 WALMART INC: WMT | P | 2018-03-23 | 2022-10-26 | $425 | $260 | $165 | $165 |
| 8 3M CO: MMM | P | 2016-10-03 | 2022-09-06 | $935 | $1,397 | -$462 | -$462 |
| CAPITAL GAINS DIVIDENDS | P | $31 | $31 | $31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,119 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $149 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $149 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $149 | 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 | $149 | 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 | Yes (1) | 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 AVIENDA 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 | $449,839 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,973 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $458,812 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $458,812 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,882 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $451,930 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,597 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,597 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $149 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $149 | TotalTaxAmt |
| Distributable Before Adj | $22,448 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,448 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,448 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,616 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $31,616 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,448 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,440 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,462 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,267 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $459 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,946 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,574 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,616 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,448 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,168 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $40,742 | 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 | $2,440 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $38,302 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,462 | ExcessFromYear4Amt |
| Excess From Year3 | $10,267 | ExcessFromYear3Amt |
| Excess From Year2 | $459 | ExcessFromYear2Amt |
| Excess From Year1 | $8,946 | ExcessFromYear1Amt |
| Excess From Current Year | $9,168 | 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 (4 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 |
| SAVE THE FAMILY FOUNDATION OF ARIZONA | ||||||
| 125 E UNIVERSITY DRIVE | MESA | AZ | 85201 | 501(C)(3) PUBLIC CHA | CHARITABLE DONATION | $5,000 |
| THE WARRIOR CONNECTION | ||||||
| PO BOX 6308 | MCKINNEY | TX | 75071 | 501(C)(3) PUBLIC CHA | CHARITABLE DONATION | $10,000 |
| HAVEN LAKE HAVASU | ||||||
| 2174 MCCULLOCH BLVD N | LAKE HAVASU CITY | AZ | 86403 | 501(C)(3) PUBLIC CHA | CHARITABLE DONATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,000 | 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 | $18 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,056 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,119 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,193 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,193 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PAUL W AND SHARI R FINCH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $72,063 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | WHOLE LIFE INSURANCE POLICY | NoncashPropertyDesc |
| Fair Market Value | $72,063 | FairMarketValueAmt |
| Received | 2022-08-07 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT FEES | CategoryTxt |
| Amt | $4,175 | Amt |
| Net Investment Income | $3,340 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $835 | 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 | $226,737 | $269,306 |
| CHARLES SCHWAB OTHER SECURITIES | AT COST | $160,223 | $150,675 |
| ATHENE | AT COST | $72,063 | $90,426 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $115 | LegalFeesAmt |
| Net Investment Income | $92 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE FEDERAL TAXES | Desc |
| Amt | $2,597 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONTAXABLE NONDIVIDEND DISTRIBUTIONS | $395 |
| NONTAXABLE DIVIDENDS | $135 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $3,610 | Amt |
| Net Investment Income | $2,888 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $722 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL W AND SHARI R FINCH | PersonNm |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $178 | Amt |
| Net Investment Income | $142 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $36 | DisbursementsCharitablePrpsAmt |