FINCH FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FINCH FAMILY FOUNDATION INC (EIN 81-0687331)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-04
- IRS object ID
- 202001569349100125
- Schema version
- 2019v5.1
- 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 | 2020-06-04T17:09:43-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 15560 N FRANK LLOYD WRIGH NO B4-4 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85250 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL W FINCH | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6023178992 | PhoneNum |
| Signature | 2020-06-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK H SCHNEIDER CPA | PreparerPersonNm |
| PTIN | P00156375 | PTIN |
| Phone | 4804833024 | PhoneNum |
| Preparation | 2020-06-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $362,907 | 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 | $555 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $10,534 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,534 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,007 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $69,117 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,007 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $22,096 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,541 | 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 | $2,680 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,144 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $536 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,844 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,275 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $569 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $143 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $114 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $29 | 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 | $6,222 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,977 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,245 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,222 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,977 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,245 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,126 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,564 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,721 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,996 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,996 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $316,342 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $309,183 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $357,911 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $323,063 | TotalAssetsBOYAmt |
| Total Assets EOY | $314,179 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $362,907 | 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 | $323,063 | RetainedEarningBOYAmt |
| Retained Earning EOY | $314,179 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $323,063 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $314,179 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $323,063 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $314,179 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $323,063 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,126 | ExcessRevenueOverExpensesAmt |
| Other Increases | $306 | OtherIncreasesAmt |
| Subtotal | $314,243 | SubtotalAmt |
| Other Decreases | $64 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $314,179 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (48 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 20 SHARES GENERAL MILLS INC | 2019-01-10 | 2019-07-09 | $1,064 | $823 | $241 | $241 |
| 1 SHARE ABBOTT LABORATORIES | 2016-10-03 | 2019-05-23 | $76 | $42 | $34 | $34 |
| 12 SHARES ABBOTT LABORATORIES | 2016-10-03 | 2019-07-09 | $1,020 | $510 | $510 | $510 |
| 4 SHARES ACCENTURE PLC | 2016-10-03 | 2019-07-09 | $761 | $486 | $275 | $275 |
| 0.6 SHARES ALCON INC | 2016-10-03 | 2019-04-09 | $34 | $29 | $5 | $5 |
| 12.6 SHARES ALCON INC | 2016-10-03 | 2019-04-10 | $721 | $607 | $114 | $114 |
| 1.4 SHARES ALCON INC | 2017-11-30 | 2019-04-10 | $80 | $73 | $7 | $7 |
| 248 SHARES ALPS ALERIAN MLP ETC | 2016-10-03 | 2019-01-10 | $2,408 | $2,853 | -$445 | -$445 |
| 11 SHARES ALPS ALERIAN MLP ETC | 2016-10-03 | 2019-05-23 | $106 | $127 | -$21 | -$21 |
| 99 SHARES ALPS ALERIAN MLP ETC | 2017-09-25 | 2019-05-23 | $951 | $1,104 | -$153 | -$153 |
| 221 SHARES ALPS ALERIAN MLP ETC | 2017-11-30 | 2019-05-23 | $2,123 | $2,263 | -$140 | -$140 |
| 14 SHARES APPLE INC | 2016-10-03 | 2019-08-21 | $2,978 | $1,577 | $1,401 | $1,401 |
| 26 SHARES ARTHUR J GALLAGHER & CO | 2016-10-03 | 2019-07-09 | $2,354 | $1,314 | $1,040 | $1,040 |
| 1 SHARE ARTHUR J GALLAGHER & CO | 2016-10-03 | 2019-12-17 | $96 | $51 | $45 | $45 |
| 8 SHARES CISCO SYSTEMS INC | 2016-10-03 | 2019-07-09 | $450 | $251 | $199 | $199 |
| 2 SHARES COLGATE-PALMOLIVE CO | 2016-10-03 | 2019-07-09 | $146 | $147 | -$1 | -$1 |
| 13 SHARES DEERE & CO | 2016-10-03 | 2019-10-11 | $2,199 | $1,111 | $1,088 | $1,088 |
| 3 SHARES DEERE & CO | 2017-11-30 | 2019-10-11 | $507 | $450 | $57 | $57 |
| 7 SHARES DIAGEO PLC | 2016-10-03 | 2019-07-09 | $1,201 | $813 | $388 | $388 |
| 6 SHARES EVERSOURCE ENERGY | 2016-10-03 | 2019-07-09 | $461 | $319 | $142 | $142 |
| 4 SHARES EVERSOURCE ENERGY | 2016-10-03 | 2019-12-17 | $331 | $213 | $118 | $118 |
| 14 SHARES EXXON MOBIL CORP | 2016-10-03 | 2019-05-23 | $1,028 | $1,214 | -$186 | -$186 |
| 1 SHARES EXXON MOBIL CORP | 2016-10-03 | 2019-12-17 | $70 | $87 | -$17 | -$17 |
| 4 SHARES ILLINOIS TOOL WORKS | 2018-11-12 | 2019-12-17 | $713 | $526 | $187 | $187 |
| 1 SHARES ILLINOIS TOOL WORKS | 2018-11-13 | 2019-12-17 | $178 | $133 | $45 | $45 |
| 7 SHARES ISHARES MBS ETF | 2017-08-03 | 2019-07-09 | $751 | $750 | $1 | $1 |
| 10 SHARES J P MORGAN CHASE & CO | 2016-10-03 | 2019-12-17 | $1,385 | $668 | $717 | $717 |
| 0.5714 SHARES KONTOOR BRANDS INC | 2016-10-03 | 2019-05-23 | $21 | $14 | $7 | $7 |
| 5.7142 SHARES KONTOOR BRANDS INC | 2016-10-03 | 2019-05-24 | $210 | $138 | $72 | $72 |
| 2.2857 SHARES KONTOOR BRANDS INC | 2016-11-22 | 2019-05-24 | $84 | $57 | $27 | $27 |
| 19 SHARES MICROSOFT CORP | 2016-10-03 | 2019-02-08 | $1,995 | $1,089 | $906 | $906 |
| 18 SHARES MICROSOFT CORP | 2016-10-03 | 2019-12-17 | $2,782 | $1,031 | $1,751 | $1,751 |
| 6 SHARES NESTLE | 2016-10-03 | 2019-07-09 | $620 | $474 | $146 | $146 |
| 5 SHARES OMNICOM GROUP INC | 2016-10-03 | 2019-07-09 | $420 | $423 | -$3 | -$3 |
| 84 SHARES PFIZER INC | 2016-10-03 | 2019-01-10 | $3,551 | $2,824 | $727 | $727 |
| 17 SHARES PFIZER INC | 2017-11-30 | 2019-01-10 | $719 | $616 | $103 | $103 |
| 8 SHARES PROCTOR & GAMBLE | 2016-10-03 | 2019-07-09 | $899 | $709 | $190 | $190 |
| 20 SHARES SPDR BLMBRG BRCLY | 2017-07-24 | 2019-06-05 | $1,227 | $1,204 | $23 | $23 |
| 62 SHARES SPDR BLMBRG BRCLY | 2017-07-24 | 2019-06-05 | $3,805 | $3,731 | $74 | $74 |
| 77 SHARES SPDR BLMBRG BRCLY | 2017-11-30 | 2019-06-05 | $4,725 | $4,594 | $131 | $131 |
| 381 SHARES SPDR INTRMDT TRM CRPRATEBND | 2018-01-24 | 2019-06-05 | $13,133 | $12,969 | $164 | $164 |
| 18 SHARES SPDR INTRMDT TRM CRPRATEBND | 2018-01-24 | 2019-07-09 | $625 | $613 | $12 | $12 |
| 197 SHARES SPDR SHORT TERM | 2017-07-18 | 2019-06-05 | $6,032 | $6,044 | -$12 | -$12 |
| 6 SHARES SPDR SHORT TERM | 2017-07-18 | 2019-07-09 | $184 | $184 | $0 | $0 |
| 2 SHARES SPDR SHORT TERM TREASURY | 2018-06-11 | 2019-07-09 | $60 | $59 | $1 | $1 |
| 22 SHARES STARBUCKS CORP | 2017-07-27 | 2019-07-09 | $1,917 | $1,299 | $618 | $618 |
| 14 SHARES WALMART INC | 2018-03-20 | 2019-07-09 | $1,578 | $1,230 | $348 | $348 |
| 3 SHARES WALMART INC | 2018-03-21 | 2019-07-09 | $338 | $267 | $71 | $71 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,007 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $27,186 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $355,751 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.076419 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $17,945 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $311,671 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057577 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $14,988 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $273,034 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054894 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,529 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $127,403 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.121889 | DistributionYr4Rt |
| Total Distribution | 0.310779 | TotalDistributionRt |
| Average Distribution | 0.077695 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $322,875 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $25,086 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $166 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $25,252 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $26,245 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $166 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $166 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $166 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $166 | 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 | 15560 N FRANK LLOYD WRIGHT BLVD | AddressLine1Txt |
| Address Line2 | B4-423 | AddressLine2Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85260 | 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 | Address Line2USAddress/AddressLine2Txt | 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 | |||||||||
| 15560 N FRANK LLOYD WRIGHT BLVD | B4-423 | SCOTTSDALE | AZ | 85260 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SHARI R FINCH | |||||||||
| 15560 N FRANK LLOYD WRIGHT BLVD | B4-423 | SCOTTSDALE | AZ | 85260 | 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 | $324,957 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,835 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $327,792 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $327,792 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,917 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $322,875 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,144 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,144 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $166 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $166 | TotalTaxAmt |
| Distributable Before Adj | $15,978 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,978 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,978 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,245 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $26,245 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $166 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $26,079 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,978 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,708 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,440 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,462 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,610 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,245 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,978 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,267 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $23,877 | 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 | $23,877 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,708 | ExcessFromYear3Amt |
| Excess From Year2 | $2,440 | ExcessFromYear2Amt |
| Excess From Year1 | $9,462 | ExcessFromYear1Amt |
| Excess From Current Year | $10,267 | 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 (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF THE EAST VALLEY | ||||||
| 2602 W BASELINE ROAD 25 | MESA | AZ | 85202 | 501(C)(3) PUBLIC CHA | CHARITABLE DONATION | $5,000 |
| JDRF | ||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | 501(C)(3) PUBLIC CHA | CHARITABLE DONATION | $15,000 |
| SAVE THE FAMILY FOUNDATION OF ARIZONA | ||||||
| 125 E UNIVERSITY DRIVE | MESA | AZ | 85201 | 501(C)(3) PUBLIC CHA | CHARITABLE DONATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,000 | 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 | $10,534 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,007 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,541 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,541 | 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 | $2,680 | Amt |
| Net Investment Income | $2,144 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $536 | 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 | $188,187 | $233,467 |
| CHARLES SCHWAB OTHER SECURITIES | AT COST | $120,996 | $124,444 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE FEDERAL TAXES | Desc |
| Amt | $64 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONTAXABLE NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $306 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $2,844 | Amt |
| Net Investment Income | $2,275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $569 | 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 | 15560 N FRANK LLOYD WRIGHT BLVD | AddressLine1Txt |
| Address Line2 | B4-423 | AddressLine2Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85260 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $143 | Amt |
| Net Investment Income | $114 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29 | DisbursementsCharitablePrpsAmt |