FINCH FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FINCH FAMILY FOUNDATION INC (EIN 81-0687331)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-27
- IRS object ID
- 202212089349100216
- Schema version
- 2021v4.2
- 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
- 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 | 2022-07-27T15:01:13-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 8990 E RAINTREE DRIVE STE 102 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | 2022-07-14 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK H SCHNEIDER CPA | PreparerPersonNm |
| PTIN | P00156375 | PTIN |
| Phone | 4804833024 | PhoneNum |
| Preparation | 2022-07-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $490,775 | 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 | $49,994 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,634 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,502 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,041 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $199,062 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,041 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $80,670 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,544 | 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 | $92 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $74 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $18 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,240 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $560 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,582 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,686 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $716 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $176 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $141 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $35 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,650 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,141 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,329 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,650 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,141 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,329 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $44,020 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,403 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,278 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,699 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,699 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $368,224 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $412,058 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $487,076 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $371,502 | TotalAssetsBOYAmt |
| Total Assets EOY | $415,757 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $490,775 | 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 | $371,502 | RetainedEarningBOYAmt |
| Retained Earning EOY | $415,757 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $371,502 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $415,757 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $371,502 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $415,757 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $371,502 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $44,020 | ExcessRevenueOverExpensesAmt |
| Other Increases | $485 | OtherIncreasesAmt |
| Subtotal | $416,007 | SubtotalAmt |
| Other Decreases | $250 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $415,757 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (114 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SALE: BECTON DICKINSON & CO | P | 2021-08-31 | 2021-10-04 | $1,686 | $1,756 | -$70 | -$70 |
| SALE: ISHARES NATIONAL MUNI | P | 2020-08-20 | 2021-04-28 | $2,685 | $2,674 | $11 | $11 |
| SALE: KYNDRYL HLDGS INC | P | 2021-08-31 | 2021-11-05 | $10 | $12 | -$2 | -$2 |
| SALE: SPDR SHORT TERM TREASURY | P | 2021-12-08 | 2021-12-08 | $183 | $183 | $0 | $0 |
| SALE: VANGUARD INTRMDIAT TRM | P | 2021-04-30 | 2021-10-01 | $271 | $270 | $1 | $1 |
| SALE: BECTON DICKINSON & CO | P | 2016-10-06 | 2021-09-30 | $990 | $713 | $277 | $277 |
| SALE: BECTON DICKINSON & CO | P | 2016-10-06 | 2021-10-01 | $977 | $713 | $264 | $264 |
| SALE: BECTON DICKINSON & CO | P | 2016-10-06 | 2021-10-04 | $963 | $713 | $250 | $250 |
| SALE: BECTON DICKINSON & CO | P | 2020-01-02 | 2021-10-04 | $241 | $279 | -$38 | -$38 |
| SALE: BECTON DICKINSON & CO | P | 2020-03-27 | 2021-10-04 | $241 | $203 | $38 | $38 |
| SALE: ACCENTURE PLC | P | 2016-10-06 | 2021-04-20 | $574 | $243 | $331 | $331 |
| SALE: ACCENTURE PLC | P | 2016-10-06 | 2021-08-31 | $337 | $121 | $216 | $216 |
| SALE: ALTRIA GROUP INC | P | 2017-11-15 | 2021-08-31 | $401 | $526 | -$125 | -$125 |
| SALE: ARTHUR J. GALLAGHER | P | 2016-10-06 | 2021-03-04 | $242 | $101 | $141 | $141 |
| SALE: ARTHUR J. GALLAGHER | P | 2016-10-06 | 2021-03-05 | $244 | $101 | $143 | $143 |
| SALE: ARTHUR J. GALLAGHER | P | 2016-10-06 | 2021-06-03 | $1,161 | $404 | $757 | $757 |
| SALE: ARTHUR J. GALLAGHER | P | 2016-10-06 | 2021-06-04 | $868 | $303 | $565 | $565 |
| SALE: ARTHUR J. GALLAGHER | P | 2016-10-06 | 2021-06-07 | $288 | $101 | $187 | $187 |
| SALE: AT & T INC. | P | 2016-10-06 | 2021-06-03 | $706 | $976 | -$270 | -$270 |
| SALE: AT & T INC. | P | 2016-10-06 | 2021-06-04 | $644 | $895 | -$251 | -$251 |
| SALE: AT & T INC. | P | 2016-10-06 | 2021-10-01 | $82 | $122 | -$40 | -$40 |
| SALE: CHEVRON CORP | P | 2016-10-06 | 2021-04-20 | $1,313 | $1,328 | -$15 | -$15 |
| SALE: CHEVRON CORP | P | 2016-10-06 | 2021-05-05 | $1,964 | $1,839 | $125 | $125 |
| SALE: CHEVRON CORP | P | 2016-10-06 | 2021-12-08 | $1,063 | $919 | $144 | $144 |
| SALE: CHEVRON CORP | P | 2017-03-27 | 2021-12-08 | $472 | $433 | $39 | $39 |
| SALE: CISCO SYSTEMS INC | P | 2016-10-06 | 2021-04-20 | $1,508 | $910 | $598 | $598 |
| SALE: CISCO SYSTEMS INC | P | 2016-10-06 | 2021-08-31 | $176 | $94 | $82 | $82 |
| SALE: COMCAST CORP | P | 2020-03-25 | 2021-08-31 | $906 | $685 | $221 | $221 |
| SALE: CVS HEALTH CORP | P | 2017-05-02 | 2021-08-31 | $1,040 | $991 | $49 | $49 |
| SALE: CVS HEALTH CORP | P | 2017-05-16 | 2021-08-31 | $347 | $328 | $19 | $19 |
| SALE: EXXON MOBIL CORP | P | 2016-10-03 | 2021-04-20 | $772 | $1,214 | -$442 | -$442 |
| SALE: EXXON MOBIL CORP | P | 2016-10-25 | 2021-04-20 | $1,048 | $1,393 | -$345 | -$345 |
| SALE: EXXON MOBIL CORP | P | 2016-10-25 | 2021-12-08 | $63 | $73 | -$10 | -$10 |
| SALE: GENUINE PARTS CO | P | 2016-10-06 | 2021-04-20 | $2,377 | $1,986 | $391 | $391 |
| SALE: HOME DEPOT INC | P | 2020-04-16 | 2021-08-31 | $326 | $202 | $124 | $124 |
| SALE: HOME DEPOT INC | P | 2020-04-16 | 2021-12-08 | $2,054 | $1,012 | $1,042 | $1,042 |
| SALE: IBM CORP | P | 2016-10-06 | 2021-01-13 | $2,544 | $3,151 | -$607 | -$607 |
| SALE: IBM CORP | P | 2016-10-06 | 2021-01-14 | $260 | $315 | -$55 | -$55 |
| SALE: IBM CORP | P | 2016-10-06 | 2021-06-03 | $1,885 | $2,048 | -$163 | -$163 |
| SALE: IBM CORP | P | 2016-10-06 | 2021-08-11 | $142 | $158 | -$16 | -$16 |
| SALE: IBM CORP | P | 2017-09-27 | 2021-08-11 | $711 | $728 | -$17 | -$17 |
| SALE: IBM CORP | P | 2017-12-04 | 2021-08-11 | $427 | $462 | -$35 | -$35 |
| SALE: INTEL CORP | P | 2016-10-06 | 2021-02-04 | $1,750 | $1,129 | $621 | $621 |
| SALE: INTEL CORP | P | 2017-12-04 | 2021-02-04 | $58 | $45 | $13 | $13 |
| SALE: INTEL CORP | P | 2019-05-23 | 2021-02-04 | $233 | $176 | $57 | $57 |
| SALE: INTEL CORP | P | 2019-05-23 | 2021-02-05 | $1,457 | $1,099 | $358 | $358 |
| SALE: ISHARES MBS ETF | P | 2017-11-30 | 2021-06-23 | $1,190 | $1,173 | $17 | $17 |
| SALE: ISHARES MBS ETF | P | 2018-01-24 | 2021-06-23 | $11,355 | $11,096 | $259 | $259 |
| SALE: ISHARES MBS ETF | P | 2018-10-05 | 2021-06-23 | $12,220 | $11,551 | $669 | $669 |
| SALE: ISHARES MBS ETF | P | 2018-12-07 | 2021-06-23 | $2,055 | $1,968 | $87 | $87 |
| SALE: ISHARES MBS ETF | P | 2018-12-07 | 2021-10-01 | $758 | $725 | $33 | $33 |
| SALE: ISHARES NATIONAL MUNI | P | 2020-03-09 | 2021-04-28 | $24,984 | $25,237 | -$253 | -$253 |
| SALE: ISHARES TR IS 1 5 YR IN | P | 2019-06-05 | 2021-10-01 | $1,421 | $1,381 | $40 | $40 |
| SALE: JPMORGAN CHASE & CO | P | 2016-10-06 | 2021-04-20 | $1,351 | $601 | $750 | $750 |
| SALE: KINDER MORGAN INC | P | 2018-10-30 | 2021-04-20 | $16 | $16 | $0 | $0 |
| SALE: KINDER MORGAN INC | P | 2018-10-30 | 2021-08-31 | $374 | $377 | -$3 | -$3 |
| SALE: KINDER MORGAN INC | P | 2018-10-30 | 2021-10-01 | $356 | $344 | $12 | $12 |
| SALE: KYNDRYL HLDGS INC | P | 2017-12-04 | 2021-11-04 | $10 | $12 | -$2 | -$2 |
| SALE: KYNDRYL HLDGS INC | P | 2017-12-04 | 2021-11-05 | $87 | $97 | -$10 | -$10 |
| SALE: LEGGET & PLATT INC. | P | 2016-10-06 | 2021-08-31 | $339 | $319 | $20 | $20 |
| SALE: LEGGET & PLATT INC. | P | 2017-12-04 | 2021-08-31 | $48 | $48 | $0 | $0 |
| SALE: MICROSOFT CORP | P | 2016-10-06 | 2021-08-31 | $1,214 | $229 | $985 | $985 |
| SALE: NIKE INC | P | 2020-04-16 | 2021-08-31 | $495 | $261 | $234 | $234 |
| SALE: OMNICOM GROUP INC | P | 2016-10-06 | 2021-04-20 | $1,265 | $1,353 | -$88 | -$88 |
| SALE: OMNICOM GROUP INC | P | 2017-09-27 | 2021-04-20 | $1,107 | $1,057 | $50 | $50 |
| SALE: OMNICOM GROUP INC | P | 2017-12-04 | 2021-04-20 | $237 | $216 | $21 | $21 |
| SALE: ORACLE CORP | P | 2016-10-06 | 2021-04-20 | $1,893 | $934 | $959 | $959 |
| SALE: ORACLE CORP | P | 2016-10-06 | 2021-05-03 | $1,226 | $622 | $604 | $604 |
| SALE: ORACLE CORP | P | 2016-10-06 | 2021-08-31 | $357 | $156 | $201 | $201 |
| SALE: PARKER-HANNIFIN CORP | P | 2016-10-06 | 2021-04-20 | $4,964 | $2,006 | $2,958 | $2,958 |
| SALE: PPG INDUSTRIES | P | 2016-10-06 | 2021-04-20 | $2,038 | $1,248 | $790 | $790 |
| SALE: PPG INDUSTRIES | P | 2016-10-13 | 2021-04-20 | $509 | $281 | $228 | $228 |
| SALE: SCHWAB 1000 INDEX FUND | D | 2002-10-08 | 2021-08-30 | $43,177 | $42,595 | $582 | $582 |
| SALE: SMITH AO | P | 2020-04-06 | 2021-06-03 | $207 | $114 | $93 | $93 |
| SALE: SMITH AO | P | 2020-04-07 | 2021-06-03 | $69 | $40 | $29 | $29 |
| SALE: SMITH AO | P | 2020-04-07 | 2021-06-04 | $620 | $357 | $263 | $263 |
| SALE: SMITH AO | P | 2020-04-07 | 2021-06-07 | $273 | $159 | $114 | $114 |
| SALE: STARBUCKS CORP | P | 2017-08-01 | 2021-08-31 | $235 | $118 | $117 | $117 |
| SALE: STARBUCKS CORP | P | 2017-12-04 | 2021-08-31 | $352 | $174 | $178 | $178 |
| SALE: TEXAS INSTRUMENTS | P | 2016-10-06 | 2021-03-04 | $1,150 | $487 | $663 | $663 |
| SALE: TEXAS INSTRUMENTS | P | 2016-10-06 | 2021-08-31 | $382 | $139 | $243 | $243 |
| SALE: THE COCA COLA COMPANY | P | 2016-10-06 | 2021-08-31 | $506 | $378 | $128 | $128 |
| SALE: TRUIST FINL CORP | P | 2016-10-03 | 2021-04-20 | $1,347 | $904 | $443 | $443 |
| SALE: TRUIST FINL CORP | P | 2016-10-11 | 2021-04-20 | $1,908 | $1,327 | $581 | $581 |
| SALE: VANGUARD SMALL CAP | D | 2008-12-19 | 2021-08-30 | $5,951 | $5,940 | $11 | $11 |
| SALE: VANGUARD SMALL CAP | D | 2009-01-02 | 2021-08-30 | $1,221 | $1,219 | $2 | $2 |
| SALE: VANGUARD SMALL CAP | D | 2009-03-30 | 2021-08-30 | $36 | $36 | $0 | $0 |
| SALE: VANGUARD SMALL CAP | D | 2015-12-31 | 2021-08-30 | $27 | $27 | $0 | $0 |
| SALE: VANGUARD SMALL CAP | D | 2016-03-22 | 2021-08-30 | $9 | $9 | $0 | $0 |
| SALE: VANGUARD SMALL CAP | D | 2016-06-21 | 2021-08-30 | $21 | $21 | $0 | $0 |
| SALE: VANGUARD SMALL CAP | D | 2016-09-27 | 2021-08-30 | $17 | $17 | $0 | $0 |
| SALE: VANGUARD SMALL CAP | D | 2016-12-30 | 2021-08-30 | $9 | $9 | $0 | $0 |
| SALE: VANGUARD SMALL CAP | D | 2016-12-30 | 2021-08-30 | $25 | $25 | $0 | $0 |
| SALE: VANGUARD SMALL CAP | D | 2017-03-31 | 2021-08-30 | $18 | $18 | $0 | $0 |
| SALE: VANGUARD SMALL CAP | D | 2017-06-28 | 2021-08-30 | $11 | $11 | $0 | $0 |
| SALE: VANGUARD SMALL CAP | D | 2017-09-26 | 2021-08-30 | $10 | $10 | $0 | $0 |
| SALE: VANGUARD SMALL CAP | D | 1977-12-28 | 2021-08-30 | $25 | $25 | $0 | $0 |
| SALE: VANGUARD SMALL CAP | D | 2018-03-28 | 2021-08-30 | $11 | $11 | $0 | $0 |
| SALE: VANGUARD SMALL CAP | D | 2018-06-28 | 2021-08-30 | $10 | $10 | $0 | $0 |
| SALE: VANGUARD SMALL CAP | D | 2018-10-04 | 2021-08-30 | $12 | $12 | $0 | $0 |
| SALE:DIAGEO PLC | P | 2016-10-03 | 2021-05-03 | $361 | $232 | $129 | $129 |
| SALE:DIAGEO PLC | P | 2016-10-03 | 2021-05-05 | $181 | $116 | $65 | $65 |
| SALE:NESTLE SA | P | 2016-10-06 | 2021-08-03 | $1,265 | $790 | $475 | $475 |
| SALE:NESTLE SA | P | 2016-10-06 | 2021-08-04 | $880 | $553 | $327 | $327 |
| SALE:NESTLE SA | P | 2017-12-04 | 2021-08-04 | $251 | $172 | $79 | $79 |
| SALE:NESTLE SA | P | 2017-12-04 | 2021-08-05 | $374 | $258 | $116 | $116 |
| SALE:NESTLE SA | P | 2020-01-23 | 2021-08-05 | $1,123 | $1,007 | $116 | $116 |
| SALE:SPDR INTMDT TRM CRPRATE | P | 2018-01-24 | 2021-10-01 | $1,098 | $1,021 | $77 | $77 |
| SALE:SPDR INTMDT TRM CRPRATE | P | 2018-01-24 | 2021-12-01 | $9,425 | $8,884 | $541 | $541 |
| SALE:SPDR INTMDT TRM CRPRATE | P | 2018-06-11 | 2021-12-01 | $7,041 | $6,474 | $567 | $567 |
| SALE:SPDR INTMDT TRM CRPRATE | P | 2018-10-05 | 2021-12-01 | $6,572 | $6,013 | $559 | $559 |
| SALE:SPDR INTMDT TRM CRPRATE | P | 2018-12-07 | 2021-12-01 | $1,553 | $1,414 | $139 | $139 |
| SALE:SPDR INTMDT TRM CRPRATE | P | 2018-12-07 | 2021-12-05 | $505 | $460 | $45 | $45 |
| CAPITAL GAINS DIVIDENDS | P | $235 | $235 | $235 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,041 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $353 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $353 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $353 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $400 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $47 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $47 | RefundAmt |
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 | $443,746 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,902 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $461,648 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $461,648 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,925 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $454,723 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,736 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,736 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $353 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $353 | TotalTaxAmt |
| Distributable Before Adj | $22,383 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,383 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,383 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,329 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $31,329 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,383 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,708 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,440 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,462 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,267 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $459 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $24,336 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,329 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,383 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,946 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $33,282 | 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 | $1,708 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $31,574 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,440 | ExcessFromYear4Amt |
| Excess From Year3 | $9,462 | ExcessFromYear3Amt |
| Excess From Year2 | $10,267 | ExcessFromYear2Amt |
| Excess From Year1 | $459 | ExcessFromYear1Amt |
| Excess From Current Year | $8,946 | 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 HAVASUE CITY | AZ | 86405 | 501(C)(3) PUBLIC CHA | CHARITABLE DONATION | $5,000 |
| HOLTON COMMUNITY HOSPITAL FOUNDATION | ||||||
| 1110 COLUMBINE DRIVE | HOLTON | KS | 66436 | 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 |
| THE WARRIOR CONNECTION | ||||||
| PO BOX 6308 | MCKINNEY | TX | 75071 | 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 | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,634 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,041 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $30,676 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,676 | 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 | $49,994 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 25.3599 SHARES OF VANGUARD SMALL CAP GROWTH ETF IV | $7,400 | 2021-08-27 |
| 1 | 428 SHARES OF SCHWAB 1000 INDEX FUND | $42,594 | 2021-08-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT FEES | CategoryTxt |
| Amt | $2,800 | Amt |
| Net Investment Income | $2,240 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $560 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB EQUITIES | AT COST | $242,607 | $319,100 |
| CHARLES SCHWAB OTHER SECURITIES | AT COST | $169,451 | $167,976 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $92 | LegalFeesAmt |
| Net Investment Income | $74 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE FEDERAL TAXES | Desc |
| Amt | $250 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONTAXABLE NONDIVIDEND DISTRIBUTIONS | $353 |
| NONTAXABLE DIVIDENDS | $132 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $3,582 | Amt |
| Net Investment Income | $2,686 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $716 | 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 | $176 | Amt |
| Net Investment Income | $141 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |