FINCH FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FINCH FAMILY FOUNDATION INC (EIN 81-0687331)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-03-08
- IRS object ID
- 202230679349100208
- Schema version
- 2020v4.2
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-08T11:52:38-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2022-03-05 | 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 | 2022-03-05 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $419,397 | 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 | $73,748 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $10,466 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,009 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,282 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $189,580 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $82,932 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,009 | 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 | $2,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,080 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $520 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,029 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,423 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $606 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $150 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $120 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $30 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $555 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $444 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $111 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,334 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,067 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,267 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,334 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,067 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,267 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $56,598 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,942 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,996 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,278 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,278 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $309,183 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $368,224 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $416,119 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $314,179 | TotalAssetsBOYAmt |
| Total Assets EOY | $371,502 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $419,397 | 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 | $314,179 | RetainedEarningBOYAmt |
| Retained Earning EOY | $371,502 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $314,179 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $371,502 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $314,179 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $371,502 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $314,179 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $56,598 | ExcessRevenueOverExpensesAmt |
| Other Increases | $891 | OtherIncreasesAmt |
| Subtotal | $371,668 | SubtotalAmt |
| Other Decreases | $166 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $371,502 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (122 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| TEMPLETON EMERGING MARKET | D | 2008-12-17 | 2020-01-23 | $34,745 | $34,999 | -$254 | -$254 |
| TEMPLETON EMERGING MARKET | D | 2010-01-04 | 2020-01-23 | $242 | $244 | -$2 | -$2 |
| TEMPLETON EMERGING MARKET | D | 2011-01-03 | 2020-01-23 | $217 | $219 | -$2 | -$2 |
| TEMPLETON EMERGING MARKET | D | 2012-01-03 | 2020-01-23 | $111 | $112 | -$1 | -$1 |
| TEMPLETON EMERGING MARKET | D | 2012-01-03 | 2020-01-23 | $526 | $530 | -$4 | -$4 |
| TEMPLETON EMERGING MARKET | D | 2013-01-02 | 2020-01-23 | $505 | $509 | -$4 | -$4 |
| TEMPLETON EMERGING MARKET | D | 2013-01-03 | 2020-01-23 | $304 | $306 | -$2 | -$2 |
| TEMPLETON EMERGING MARKET | D | 2014-01-02 | 2020-01-23 | $923 | $930 | -$7 | -$7 |
| TEMPLETON EMERGING MARKET | D | 2014-01-02 | 2020-01-23 | $2,638 | $2,657 | -$19 | -$19 |
| TEMPLETON EMERGING MARKET | D | 2015-01-02 | 2020-01-23 | $30 | $31 | -$1 | -$1 |
| TEMPLETON EMERGING MARKET | D | 2015-01-02 | 2020-01-23 | $800 | $806 | -$6 | -$6 |
| TEMPLETON EMERGING MARKET | D | 2015-01-02 | 2020-01-23 | $2,236 | $2,252 | -$16 | -$16 |
| TEMPLETON EMERGING MARKET | D | 2016-01-04 | 2020-01-23 | $32 | $32 | $0 | $0 |
| TEMPLETON EMERGING MARKET | D | 2016-01-04 | 2020-01-23 | $1,376 | $1,386 | -$10 | -$10 |
| TEMPLETON EMERGING MARKET | D | 2016-01-04 | 2020-01-23 | $4,217 | $4,248 | -$31 | -$31 |
| TEMPLETON EMERGING MARKET | D | 2017-01-03 | 2020-01-23 | $780 | $786 | -$6 | -$6 |
| TEMPLETON EMERGING MARKET | D | 2018-01-02 | 2020-01-23 | $6 | $6 | $0 | $0 |
| TEMPLETON EMERGING MARKET | D | 2018-01-02 | 2020-01-23 | $730 | $735 | -$5 | -$5 |
| TEMPLETON EMERGING MARKET | D | 2018-01-02 | 2020-01-23 | $2,568 | $2,587 | -$19 | -$19 |
| OTIS WORLDWIDE CORP CASH-IN-LIEU | P | 2020-04-07 | 2020-04-04 | $24 | $24 | $24 | |
| RAYTHEON TECHNOLOCIES CO CASH-IN-LIEU | P | 2020-04-06 | 2020-04-06 | $21 | $21 | $21 | |
| CARRIER GLOBAL CORP | P | 2020-03-25 | 2020-04-06 | $275 | $322 | -$47 | -$47 |
| COMCAST CORP | P | 2019-10-11 | 2020-03-25 | $33 | $46 | -$13 | -$13 |
| DOMINION ENERGY | P | 2020-06-12 | 2020-07-06 | $891 | $1,005 | -$114 | -$114 |
| DOMINION ENERGY | P | 2020-06-15 | 2020-07-06 | $668 | $754 | -$86 | -$86 |
| DOMINION ENERGY | P | 2020-06-16 | 2020-07-06 | $520 | $599 | -$79 | -$79 |
| DOMINION ENERGY | P | 2020-03-23 | 2020-07-06 | $1,114 | $1,241 | -$127 | -$127 |
| DOMINION ENERGY | P | 2020-06-24 | 2020-07-06 | $297 | $330 | -$33 | -$33 |
| DOMINION ENERGY | P | 2020-06-24 | 2020-07-07 | $733 | $918 | -$185 | -$185 |
| ISHARES NATIONAL MUNI | P | 2020-03-09 | 2020-03-25 | $770 | $826 | -$56 | -$56 |
| ISHARES NATIONAL MUNI | P | 2020-03-09 | 2020-03-31 | $1,473 | $1,533 | -$60 | -$60 |
| ISHARES SHORT TERM | P | 2019-06-05 | 2020-03-25 | $1,169 | $1,222 | -$53 | -$53 |
| ISHARES SHORT TERM | P | 2019-06-05 | 2020-03-31 | $523 | $531 | -$8 | -$8 |
| LOWES COMPANIES INC | P | 2020-03-25 | 2020-04-16 | $924 | $836 | $88 | $88 |
| OCCIDENTAL PETROL CO | P | 2019-05-23 | 2020-03-11 | $678 | $2,780 | -$2,102 | -$2,102 |
| OCCIDENTAL PETROL CO | P | 2020-01-23 | 2020-03-11 | $589 | $1,948 | -$1,359 | -$1,359 |
| OTIS WORLDWIDE CORP | P | 2020-03-25 | 2020-05-27 | $470 | $450 | $20 | $20 |
| SPDR SHORT TERM | P | 2020-01-23 | 2020-03-09 | $2,224 | $2,227 | -$3 | -$3 |
| SPDR SHORT TERM TREASURY | P | 2019-06-05 | 2020-03-09 | $10,095 | $9,877 | $218 | $218 |
| SPDR SHORT TERM TREASURY | P | 2020-01-23 | 2020-03-09 | $3,457 | $3,395 | $62 | $62 |
| TJX COMPANIES INC | P | 2019-08-21 | 2020-04-16 | $1,784 | $2,126 | -$342 | -$342 |
| TJX COMPANIES INC | P | 2019-08-21 | 2020-04-16 | $803 | $830 | -$27 | -$27 |
| WELLS FARGO & CO | P | 2020-01-23 | 2020-06-23 | $574 | $1,012 | -$438 | -$438 |
| WELLS FARGO & CO | P | 2020-01-23 | 2020-06-23 | $79 | $145 | -$66 | -$66 |
| WELLS FARGO & CO | P | 2020-03-25 | 2020-06-23 | $1,208 | $1,332 | -$124 | -$124 |
| WILLIAMS COMPANIES | P | 2019-05-23 | 2020-03-18 | $343 | $1,015 | -$672 | -$672 |
| WILLIAMS COMPANIES | P | 2019-05-23 | 2020-03-19 | $9 | $26 | -$17 | -$17 |
| BECTON DICKINSON & CO | P | 2016-10-06 | 2020-04-02 | $905 | $713 | $192 | $192 |
| ABBOTT LABORATORIES | P | 2016-10-06 | 2020-03-31 | $1,033 | $552 | $481 | $481 |
| ACCENTURE PLC | P | 2016-10-06 | 2020-03-31 | $838 | $607 | $231 | $231 |
| ARTHUR J GALLAGHER | P | 2016-10-06 | 2020-03-25 | $77 | $51 | $26 | $26 |
| ARTHUR J GALLAGHER | P | 2016-10-06 | 2020-03-31 | $739 | $454 | $285 | $285 |
| BCE INC | P | 2016-10-03 | 2020-03-31 | $801 | $918 | -$117 | -$117 |
| CARRIER GLOBAL CORP | P | 2016-10-03 | 2020-04-06 | $673 | $840 | -$167 | -$167 |
| CARRIER GLOBAL CORP | P | 2017-11-30 | 2020-04-06 | $15 | $23 | -$8 | -$8 |
| CISCO SYSTEMS INC | P | 2016-10-06 | 2020-03-25 | $458 | $376 | $82 | $82 |
| COLGATE-PALMOLIVE CO | P | 2016-10-06 | 2020-03-05 | $304 | $368 | -$64 | -$64 |
| COLGATE-PALMOLIVE CO | P | 2016-10-06 | 2020-03-31 | $790 | $883 | -$93 | -$93 |
| DIAGEO PLC | P | 2016-10-03 | 2020-03-31 | $1,020 | $929 | $91 | $91 |
| EVERSOURCE ENERGY | P | 2016-10-06 | 2020-03-31 | $1,027 | $692 | $335 | $335 |
| EXXON MOBIL CORP | P | 2016-10-03 | 2020-03-03 | $1,336 | $2,254 | -$918 | -$918 |
| GENERAL MILLS INC | P | 2019-01-10 | 2020-03-31 | $320 | $247 | $73 | $73 |
| GENERAL MILLS INC | P | 2019-01-11 | 2020-03-31 | $480 | $374 | $106 | $106 |
| ILLINOIS TOOL WORKS | P | 2018-11-14 | 2020-03-31 | $572 | $533 | $39 | $39 |
| INTEL CORP | P | 2016-10-06 | 2020-01-23 | $1,014 | $602 | $412 | $412 |
| INTEL CORP | P | 2016-10-06 | 2020-03-25 | $102 | $75 | $27 | $27 |
| INTEL CORP | P | 2016-10-06 | 2020-03-31 | $646 | $452 | $194 | $194 |
| ISHARES MBS ETF | P | 2017-08-08 | 2020-03-25 | $11,261 | $11,031 | $230 | $230 |
| ISHARES MBS ETF | P | 2017-08-09 | 2020-03-25 | $656 | $644 | $12 | $12 |
| ISHARES MBS ETF | P | 2017-11-30 | 2020-03-25 | $875 | $853 | $22 | $22 |
| JOHNSON & JOHNSON | P | 2016-10-06 | 2020-03-31 | $1,311 | $1,182 | $129 | $129 |
| LEGGET & PLATT INC | P | 2016-10-06 | 2020-05-06 | $282 | $456 | -$174 | -$174 |
| LEGGET & PLATT INC | P | 2016-10-06 | 2020-05-07 | $336 | $547 | -$211 | -$211 |
| LEGGET & PLATT INC | P | 2016-10-06 | 2020-05-08 | $258 | $410 | -$152 | -$152 |
| LOCKHEED MARTIN CORP | P | 2016-10-06 | 2020-01-23 | $1,711 | $958 | $753 | $753 |
| LOWES COMPANIES INC | P | 2016-10-06 | 2020-04-16 | $3,419 | $2,677 | $742 | $742 |
| LOWES COMPANIES INC | P | 2016-10-06 | 2020-01-23 | $1,471 | $868 | $603 | $603 |
| LOWES COMPANIES INC | P | 2017-12-04 | 2020-04-16 | $92 | $84 | $8 | $8 |
| MICROSOFT CORP | P | 2016-10-06 | 2020-03-31 | $796 | $286 | $510 | $510 |
| NESTLE SA | P | 2016-10-06 | 2020-03-25 | $192 | $158 | $34 | $34 |
| NESTLE SA | P | 2016-10-06 | 2020-03-31 | $919 | $711 | $208 | $208 |
| NOVARTIS AG | P | 2016-10-03 | 2020-03-25 | $532 | $484 | $48 | $48 |
| NOVARTIS AG | P | 2016-10-03 | 2020-03-31 | $1,069 | $900 | $169 | $169 |
| OCCIDENTAL PETROL CO | P | 2016-10-06 | 2020-03-11 | $384 | $2,182 | -$1,798 | -$1,798 |
| OCCIDENTAL PETROL CO | P | 2017-12-04 | 2020-03-11 | $154 | $842 | -$688 | -$688 |
| ORACLE CORP | P | 2016-10-06 | 2020-03-25 | $382 | $311 | $71 | $71 |
| OTIS WORLDWIDE CORP | P | 2016-10-03 | 2020-05-27 | $24 | $27 | -$3 | -$3 |
| OTIS WORLDWIDE CORP | P | 2016-10-03 | 2020-05-27 | $1,122 | $1,148 | -$26 | -$26 |
| OTIS WORLDWIDE CORP | P | 2017-11-30 | 2020-05-27 | $26 | $32 | -$6 | -$6 |
| PROCTER & GAMBLE | P | 2016-10-06 | 2020-03-31 | $883 | $709 | $174 | $174 |
| RAYTHEON TECHNOLOGIES CO | P | 2016-10-03 | 2020-04-07 | $21 | $22 | -$1 | -$1 |
| RAYTHEON TECHNOLOGIES CO | P | 2016-10-03 | 2020-04-07 | $158 | $151 | $7 | $7 |
| RAYTHEON TECHNOLOGIES CO | P | 2016-10-03 | 2020-04-07 | $1,899 | $1,891 | $8 | $8 |
| SPDR GOLD SHARES ETF | P | 2018-05-30 | 2020-08-20 | $19,978 | $13,574 | $6,404 | $6,404 |
| SPDR INTMDT TRM CRPRATE | P | 2018-01-24 | 2020-03-25 | $4,683 | $4,834 | -$151 | -$151 |
| SPDR INTMDT TRM CRPRATE | P | 2018-01-24 | 2020-03-31 | $1,127 | $1,123 | $4 | $4 |
| SPDR SHORT TERM | P | 2017-07-18 | 2020-03-09 | $6,456 | $6,412 | $44 | $44 |
| SPDR SHORT TERM | P | 2017-07-19 | 2020-03-09 | $803 | $799 | $4 | $4 |
| SPDR SHORT TERM | P | 2017-11-30 | 2020-03-09 | $3,336 | $3,298 | $38 | $38 |
| SPDR SHORT TERM | P | 2018-12-11 | 2020-03-09 | $2,348 | $2,282 | $66 | $66 |
| SPDR SHORT TERM TREASURY | P | 2018-06-11 | 2020-03-09 | $6,791 | $6,551 | $240 | $240 |
| SPDR SHORT TERM TREASURY | P | 2018-12-11 | 2020-03-09 | $2,845 | $2,741 | $104 | $104 |
| STARBUCKS CORP | P | 2017-08-01 | 2020-03-31 | $535 | $472 | $63 | $63 |
| TEXAS INSTRUMENTS | P | 2016-10-06 | 2020-03-25 | $304 | $209 | $95 | $95 |
| TEXAS INSTRUMENTS | P | 2016-10-06 | 2020-03-31 | $300 | $209 | $91 | $91 |
| TJX COMPANIES INC | P | 2017-09-20 | 2020-04-16 | $982 | $795 | $187 | $187 |
| TJX COMPANIES INC | P | 2017-09-25 | 2020-04-16 | $892 | $729 | $163 | $163 |
| TJX COMPANIES INC | P | 2017-12-04 | 2020-04-16 | $268 | $227 | $41 | $41 |
| TRUIST FINL CORP | P | 2016-10-03 | 2020-11-18 | $192 | $151 | $41 | $41 |
| UNITED TECHNOLOGIES | P | 2016-10-03 | 2020-01-23 | $1,077 | $715 | $362 | $362 |
| VERIZON COMMUNICATION | P | 2016-10-06 | 2020-03-25 | $301 | $310 | -$9 | -$9 |
| VERIZON COMMUNICATION | P | 2016-10-06 | 2020-03-31 | $973 | $930 | $43 | $43 |
| WATSCO INC | P | 2017-03-01 | 2020-03-31 | $626 | $592 | $34 | $34 |
| WELLS FARGO & CO | P | 2016-10-06 | 2020-06-12 | $1,504 | $2,366 | -$862 | -$862 |
| WELLS FARGO & CO | P | 2016-10-06 | 2020-06-23 | $765 | $1,227 | -$462 | -$462 |
| WELLS FARGO & CO | P | 2017-12-04 | 2020-06-23 | $765 | $1,598 | -$833 | -$833 |
| WELLS FARGO & CO | P | 2019-02-08 | 2020-06-23 | $246 | $427 | -$181 | -$181 |
| WILLIAMS COMPANIES | P | 2018-11-14 | 2020-03-18 | $821 | $2,288 | -$1,467 | -$1,467 |
| WILLIAMS COMPANIES | P | 2019-01-10 | 2020-03-18 | $343 | $954 | -$611 | -$611 |
| WILLIAMS COMPANIES | P | 2020-01-23 | 2020-03-19 | $646 | $1,598 | -$952 | -$952 |
| WAL-MART STORES | P | 2018-03-23 | 2020-03-25 | $982 | $799 | $183 | $183 |
| WAL-MART STORES | P | 2018-03-23 | 2020-03-31 | $574 | $444 | $130 | $130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,282 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $69 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $69 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $69 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $250 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $250 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $181 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $181 | 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 | $416,278 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,630 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $423,908 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $423,908 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,359 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $417,549 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,877 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,877 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $69 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $69 | TotalTaxAmt |
| Distributable Before Adj | $20,808 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $20,808 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $20,808 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,267 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $21,267 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $21,267 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,808 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,708 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,440 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,462 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,267 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $23,877 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,267 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,808 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $459 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,336 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,336 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,708 | ExcessFromYear4Amt |
| Excess From Year3 | $2,440 | ExcessFromYear3Amt |
| Excess From Year2 | $9,462 | ExcessFromYear2Amt |
| Excess From Year1 | $10,267 | ExcessFromYear1Amt |
| Excess From Current Year | $459 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAVE THE FAMILY FOUNDATION OF ARIZONA | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 E UNIVERSITY DRIVE | AddressLine1Txt |
| City | MESA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501(C)(3) PUBLIC CHA | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE DONATION | GrantOrContributionPurposeTxt |
| Amt | $20,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,466 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,282 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,184 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,184 | 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 | $2,600 | Amt |
| Net Investment Income | $2,080 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $520 | 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 | $234,680 | $277,015 |
| CHARLES SCHWAB OTHER SECURITIES | AT COST | $133,544 | $139,104 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE FEDERAL TAXES | Desc |
| Amt | $166 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | P.O. BOX | Desc |
| Revenue And Expenses Per Books | $555 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $444 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $111 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONTAXABLE NONDIVIDEND DISTRIBUTIONS | $434 |
| NONTAXABLE DIVIDENDS | $457 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $3,029 | Amt |
| Net Investment Income | $2,423 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $606 | 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 | $150 | Amt |
| Net Investment Income | $120 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30 | DisbursementsCharitablePrpsAmt |