TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023

Name of foundation
FINCH FAMILY FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)1010 AVIENDA DEL SOL
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
LAKE HAVASU CITY, AZ86406

A Employer identification number

81-0687331

B Telephone number (see instructions)

(602) 317-8992

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$504,853J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	96		96
4	Dividends and interest from securities...	13,826		13,826
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		13,980
b	Gross sales price for all assets on line 6a 148,485
7	Capital gain net income (from Part IV, line 2)...			13,980
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	27,902		27,902
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	3,510	2,808	702
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	3,254	2,603	651
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	211	169	42
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	1,104	883	221
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	8,079		6,463	1,616
25	Contributions, gifts, grants paid.......	37,000			37,000
26	Total expenses and disbursements. Add lines 24 and 25	45,079		6,463	38,616
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-17,177
b	Net investment income (if negative, enter -0-)			21,439
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2023)

Form 990-PF (2023)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............		-3	-3
	2	Savings and temporary cash investments.........	5,845	15,981	15,981
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	459,023	List of Attached Documents: // Content 431,958	488,875
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	464,868	447,936	504,853
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	464,868	447,936
	29	Total net assets or fund balances (see instructions).....	464,868	447,936
	30	Total liabilities and net assets/fund balances (see instructions).	464,868	447,936

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

464,868

Enter amount from Part I, line 27a .....................

-17,177

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

245

Add lines 1, 2, and 3 ..........................

447,936

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

447,936

Form 990-PF (2023)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	6 GENERAL MILLS INC	P	2021-01-13	2023-12-18
b	4 GENERAL MILLS INC	P	2020-10-01	2023-12-18
c	14 ROCHE HLDG AG ADR	P	2020-03-19	2023-12-18
d	4 GENERAL MILLS INC	P	2020-10-01	2023-12-15
e	9 GENERAL MILLS INC	P	2020-09-30	2023-12-15
	1 GENERAL MILLS INC	P	2020-07-08	2023-12-15
	17 THE COCA-COLA CO	P	2016-10-03	2023-12-15
	10 NIKE INC B	P	2020-04-16	2023-12-15
	12 ROCHE HLDG AG ADR	P	2020-03-19	2023-12-15
	23 NOVARTIS AG ADR	P	2021-08-31	2023-12-06
	3 NOVARTIS AG ADR	P	2017-11-30	2023-12-06
	4 NOVARTIS AG ADR	P	2017-11-30	2023-12-05
	8 NOVARTIS AG ADR	P	2016-10-03	2023-12-05
	12 NOVARTIS AG ADR	P	2016-10-03	2023-12-04
	158 ISHARES 7-10 YEAR TREASURY BOND ETF	P	2022-12-01	2023-11-29
	57 SPDR SHORT TERM CORPORATE BND ETF	P	2023-01-04	2023-11-29
	445 SPDR SHORT TERM CORPORATE BND ETF	P	2022-04-05	2023-11-29
	4 LEGGETT & PLATT INC	P	2023-09-15	2023-11-10
	8 LEGGETT & PLATT INC	P	2023-01-04	2023-11-10
	13 LEGGETT & PLATT INC	P	2020-03-25	2023-11-10
	8 LEGGETT & PLATT INC	P	2020-03-25	2023-11-09
	6 LEGGETT & PLATT INC	P	2020-03-25	2023-11-08
	2 LEGGETT & PLATT INC	P	2020-01-23	2023-11-07
	4 LEGGETT & PLATT INC	P	2017-11-30	2023-11-06
	7 LEGGETT & PLATT INC	P	2017-11-30	2023-11-03
	9.68 RTX CORP	P	2020-03-25	2023-11-03
	9.32 RTX CORP	P	2020-01-23	2023-11-03
	3 SANDOZ GROUP AG ADR	P	2021-08-31	2023-10-06
	1.6 SANDOZ GROUP AG ADR	P	2021-08-31	2023-10-05
	1.4 SANDOZ GROUP AG ADR	P	2017-11-30	2023-10-05
	4 SANDOZ GROUP AG ADR	P	2016-10-03	2023-10-05
	2 ABBOTT LABORATORIES	P	2016-10-03	2023-09-15
	3 ACCENTURE PLC A	P	2016-10-03	2023-09-15
	2 ARTHUR J GALLAGHER&C	P	2020-01-23	2023-09-15
	2 BROADCOM INC	P	2022-06-09	2023-09-15
	1 BROADCOM INC	P	2022-06-08	2023-09-15
	1 BROADCOM INC	P	2022-01-26	2023-09-15
	6 BCE INC	P	2016-10-03	2023-09-15
	6 CITIZENS FINL GROUP	P	2021-05-05	2023-09-15
	14 CITIZENS FINL GROUP	P	2021-05-04	2023-09-15
	5 CITIZENS FINL GROUP	P	2021-05-03	2023-09-15
	32 COMCAST CORP A	P	2019-10-11	2023-09-15
	11 CISCO SYSTEMS INC	P	2020-03-11	2023-09-15
	21 CISCO SYSTEMS INC	P	2020-01-23	2023-09-15
	2 CHEVRON CORP	P	2020-03-25	2023-09-15
	1 DUKE ENERGY CORP	P	2021-01-14	2023-09-15
	4 FASTENAL CO	P	2023-04-20	2023-09-15
	9 FIDELITY NATL INFO	P	2023-01-11	2023-09-15
	1 GENUINE PARTS CO	P	2020-03-25	2023-09-15
	1 GENUINE PARTS CO	P	2020-01-23	2023-09-15
	2 HOME DEPOT INC	P	2020-04-16	2023-09-15
	2 IBM CORP	P	2020-01-23	2023-09-15
	20 ISHARES 7-10 YEAR TREASURY BOND ETF	P	2022-12-01	2023-09-15
	28 ISHARES TR IS 1-5 YR IN GR CR BD ETF	P	2020-03-09	2023-09-15
	41 ISHARES TR IS 1-5 YR IN GR CR BD ETF	P	2020-01-23	2023-09-15
	28 ISHARES TR IS 1-5 YR IN GR CR BD ETF	P	2019-06-05	2023-09-15
	3 ILLINOIS TOOL WORKS	P	2018-11-13	2023-09-15
	5 JOHNSON & JOHNSON	P	2016-10-03	2023-09-15
	3 JPMORGAN CHASE & CO	P	2020-03-25	2023-09-15
	7 JPMORGAN CHASE & CO	P	2020-01-23	2023-09-15
	55 JPMORGAN ULTRA SHORT INCOME ETF	P	2022-09-23	2023-09-15
	19 KINDER MORGAN INC	P	2019-05-23	2023-09-15
	4 THE COCA-COLA CO	P	2016-10-03	2023-09-15
	10 KENVUE INC	P	2016-10-03	2023-09-15
	3 MCDONALDS CORP	P	2020-04-16	2023-09-15
	2 MEDTRONIC PLC	P	2022-06-09	2023-09-15
	5 MEDTRONIC PLC	P	2022-06-08	2023-09-15
	4 ALTRIA GROUP INC	P	2017-11-14	2023-09-15
	3 ALTRIA GROUP INC	P	2017-11-13	2023-09-15
	3 MORGAN STANLEY	P	2022-09-06	2023-09-15
	13 MICROSOFT CORP	P	2016-10-03	2023-09-15
	12 NOVARTIS AG ADR	P	2016-10-03	2023-09-15
	3 OMNICOM GROUP INC	P	2020-01-23	2023-09-15
	16 ORACLE CORP	P	2016-10-03	2023-09-15
	7 PROCTER & GAMBLE	P	2017-11-30	2023-09-15
	1 PARKER-HANNIFIN CORP	P	2020-01-23	2023-09-15
	2 PARKER-HANNIFIN CORP	P	2017-11-30	2023-09-15
	2 PARKER-HANNIFIN CORP	P	2016-10-03	2023-09-15
	3 PHILIP MORRIS INTL	P	2016-10-03	2023-09-15
	2 PUBLIC STORAGE REIT	P	2023-05-09	2023-09-15
	5 ROCHE HLDG AG ADR	P	2020-03-19	2023-09-15
	1 STARBUCKS CORP	P	2020-09-23	2023-09-15
	2 STARBUCKS CORP	P	2020-03-25	2023-09-15
	74 SPDR INTRMDT TRM CRPRATE BND ETF	P	2020-01-23	2023-09-15
	8 SPDR INTRMDT TRM CRPRATE BND ETF	P	2018-12-07	2023-09-15
	62 SPDR SHORT TERM CORPORATE BND ETF	P	2022-04-05	2023-09-15
	4 TEXAS INSTRUMENTS	P	2016-10-03	2023-09-15
	1 UNITEDHEALTH GRP INC	P	2023-02-06	2023-09-15
	5 VISA INC A	P	2021-02-04	2023-09-15
	2 VANGUARD LONG TERM TREASURY ETF	P	2023-05-05	2023-09-15
	4 WALMART INC	P	2020-01-23	2023-09-15
	4 WALMART INC	P	2018-05-21	2023-09-15
	1 WATSCO INC	P	2020-01-23	2023-09-15
	1 WATSCO INC	P	2017-11-30	2023-09-15
	1 WATSCO INC	P	2017-02-24	2023-09-15
	10 EXXON MOBIL CORP	P	2020-08-20	2023-09-15
	3 ZOETIS INC A	P	2022-03-09	2023-09-15
	0.23 KENVUE INC	P	2016-10-03	2023-08-25
	3 3M CO	P	2021-03-04	2023-08-08
	1 3M CO	P	2021-03-04	2023-08-07
	2 3M CO	P	2020-03-25	2023-08-07
	2 3M CO	P	2020-01-23	2023-08-07
	6 3M CO	P	2020-01-23	2023-08-04
	3 3M CO	P	2020-01-23	2023-08-03
	1 3M CO	P	2017-11-30	2023-08-03
	2 CITIZENS FINL GROUP	P	2021-05-03	2023-05-09
	187 ISHARES 7-10 YEAR TREASURY BOND ETF	P	2022-12-01	2023-05-05
	3 3M CO	P	2017-11-30	2023-04-20
	4 UNITED PARCEL SRVC B	P	2021-10-04	2023-04-20
	1 UNITED PARCEL SRVC B	P	2021-10-01	2023-04-20
	2 UNITED PARCEL SRVC B	P	2021-09-30	2023-04-20
	39 VF CORP	P	2023-01-04	2023-02-13
	11 VF CORP	P	2022-09-01	2023-02-13
	44 VF CORP	P	2022-09-01	2023-02-10
	4 VF CORP	P	2022-09-01	2023-02-09
	18 VF CORP	P	2020-03-25	2023-02-09
	13 VF CORP	P	2016-11-22	2023-02-09
	3 VF CORP	P	2016-11-22	2023-02-07
	11 VF CORP	P	2016-10-03	2023-02-07
	4 GENUINE PARTS CO	P	2017-11-30	2023-02-06
	33 VF CORP	P	2016-10-03	2023-02-06
	2 WALMART INC	P	2018-05-21	2023-02-06
	1 WALMART INC	P	2018-03-23	2023-02-06
	7 GENERAL MILLS INC	P	2020-07-08	2023-01-12
	3 GENERAL MILLS INC	P	2020-07-07	2023-01-12
	2 GENUINE PARTS CO	P	2017-11-30	2023-01-12
	16 COLGATE-PALMOLIVE CO	P	2021-08-31	2023-01-11
	5 CHEVRON CORP	P	2020-03-25	2023-01-11
	4 GENERAL MILLS INC	P	2020-07-07	2023-01-11
	2 GENUINE PARTS CO	P	2017-11-30	2023-01-11
	5 PROCTER & GAMBLE	P	2017-11-30	2023-01-11
	2 PROCTER & GAMBLE	P	2016-10-03	2023-01-11
	2 ABBOTT LABORATORIES	P	2016-10-03	2023-01-04
	1 ARTHUR J GALLAGHER&C	P	2020-01-23	2023-01-04
	3 BROADCOM INC	P	2022-01-26	2023-01-04
	4 BCE INC	P	2016-10-03	2023-01-04
	13 CITIZENS FINL GROUP	P	2021-05-03	2023-01-04
	2 COLGATE-PALMOLIVE CO	P	2021-08-31	2023-01-04
	13 CISCO SYSTEMS INC	P	2020-01-23	2023-01-04
	1 CISCO SYSTEMS INC	P	2017-11-30	2023-01-04
	13 CISCO SYSTEMS INC	P	2016-10-03	2023-01-04
	1 CVS HEALTH CORP	P	2017-05-23	2023-01-04
	4 DIAGEO PLC ADR	P	2016-10-03	2023-01-04
	4 DUKE ENERGY CORP	P	2021-01-14	2023-01-04
	6 DUKE ENERGY CORP	P	2021-01-13	2023-01-04
	9 EVERSOURCE ENERGY	P	2016-10-03	2023-01-04
	4 GENERAL MILLS INC	P	2020-07-07	2023-01-04
	4 GENERAL MILLS INC	P	2020-07-06	2023-01-04
	1 GENUINE PARTS CO	P	2017-11-30	2023-01-04
	4 IBM CORP	P	2020-01-23	2023-01-04
	1 IBM CORP	P	2017-11-30	2023-01-04
	3 ILLINOIS TOOL WORKS	P	2018-11-13	2023-01-04
	2 JOHNSON & JOHNSON	P	2016-10-03	2023-01-04
	2 JPMORGAN CHASE & CO	P	2020-01-23	2023-01-04
	4 JPMORGAN CHASE & CO	P	2017-11-30	2023-01-04
	1 KINDER MORGAN INC	P	2019-05-23	2023-01-04
	16 KINDER MORGAN INC	P	2019-01-10	2023-01-04
	12 THE COCA-COLA CO	P	2016-10-03	2023-01-04
	1 MCDONALDS CORP	P	2020-04-16	2023-01-04
	3 3M CO	P	2016-10-03	2023-01-04
	11 ALTRIA GROUP INC	P	2017-11-13	2023-01-04
	3 MORGAN STANLEY	P	2022-09-06	2023-01-04
	14 NOVARTIS AG ADR	P	2016-10-03	2023-01-04
	8 OMNICOM GROUP INC	P	2020-01-23	2023-01-04
	6 ORACLE CORP	P	2016-10-03	2023-01-04
	22 PFIZER INC	P	2022-01-26	2023-01-04
	13 PROCTER & GAMBLE	P	2016-10-03	2023-01-04
	2 PARKER-HANNIFIN CORP	P	2016-10-03	2023-01-04
	14 PHILIP MORRIS INTL	P	2016-10-03	2023-01-04
	0.02 RAYTHEON TECHNOLOGIE	P	2020-01-23	2023-01-04
	3.98 RAYTHEON TECHNOLOGIE	P	2017-11-30	2023-01-04
	2 STARBUCKS CORP	P	2020-03-25	2023-01-04
	4 STARBUCKS CORP	P	2020-01-23	2023-01-04
	4 TRUIST FINL CORP	P	2017-11-30	2023-01-04
	7 TRUIST FINL CORP	P	2016-10-11	2023-01-04
	2 TEXAS INSTRUMENTS	P	2016-10-03	2023-01-04
	2 VISA INC A	P	2021-02-04	2023-01-04
	2 WALMART INC	P	2018-03-23	2023-01-04
	1 WATSCO INC	P	2017-02-24	2023-01-04
	1 EXXON MOBIL CORP	P	2020-08-20	2023-01-04
	1 EXXON MOBIL CORP	P	2020-01-23	2023-01-04

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	398	333	65
b	265	248	17
c	492	544	-52
d	261	248	13
e	587	553	34
	65	63	2
	993	713	280
	1,211	869	342
	417	466	-49
	2,234	2,014	220
	291	214	77
	388	286	102
	777	525	252
	1,181	787	394
	14,814	15,487	-673
	1,689	1,677	12
	13,185	13,377	-192
	91	107	-16
	182	269	-87
	296	364	-68
	183	224	-41
	140	168	-28
	47	102	-55
	95	194	-99
	169	339	-170
	806	577	229
	777	921	-144
	83	72	11
	44	39	5
	38	28	10
	109	72	37
	205	85	120
	944	364	580
	461	193	268
	1,704	1,136	568
	852	566	286
	852	565	287
	245	275	-30
	169	292	-123
	393	666	-273
	140	234	-94
	1,464	1,461	3
	612	418	194
	1,168	1,029	139
	335	143	192
	96	91	5
	220	218	2
	516	620	-104
	149	66	83
	149	100	49
	648	405	243
	294	273	21
	1,863	1,960	-97
	1,399	1,520	-121
	2,049	2,209	-160
	1,399	1,569	-170
	718	400	318
	813	591	222
	447	263	184
	1,043	950	93
	2,756	2,758	-2
	329	349	-20
	233	168	65
	217	147	70
	839	541	298
	164	190	-26
	410	482	-72
	176	264	-88
	132	197	-65
	266	255	11
	4,321	745	3,576
	1,236	830	406
	234	235	-1
	1,803	622	1,181
	1,084	628	456
	392	199	193
	783	374	409
	783	251	532
	288	292	-4
	555	597	-42
	182	194	-12
	97	85	12
	194	134	60
	2,347	2,633	-286
	254	263	-9
	1,818	1,864	-46
	659	279	380
	486	475	11
	1,211	1,042	169
	116	129	-13
	660	462	198
	660	338	322
	350	178	172
	350	168	182
	350	148	202
	1,178	415	763
	549	568	-19
	5	3	2
	310	531	-221
	105	177	-72
	210	264	-54
	210	356	-146
	633	1,067	-434
	322	533	-211
	107	241	-134
	51	94	-43
	18,633	18,330	303
	314	722	-408
	779	714	65
	195	181	14
	389	367	22
	1,034	1,146	-112
	292	454	-162
	1,165	1,816	-651
	105	165	-60
	474	1,059	-585
	342	704	-362
	85	163	-78
	311	578	-267
	672	371	301
	950	1,734	-784
	281	169	112
	140	87	53
	578	440	138
	248	188	60
	338	186	152
	1,233	1,243	-10
	876	358	518
	336	251	85
	339	186	153
	750	448	302
	300	177	123
	221	85	136
	189	96	93
	1,675	1,696	-21
	177	184	-7
	526	610	-84
	159	155	4
	624	637	-13
	48	38	10
	624	408	216
	93	77	16
	711	464	247
	418	366	52
	628	550	78
	767	479	288
	335	251	84
	335	248	87
	171	93	78
	569	547	22
	142	148	-6
	660	400	260
	358	236	122
	274	271	3
	549	423	126
	18	19	-1
	290	258	32
	754	504	250
	264	180	84
	369	524	-155
	500	723	-223
	256	255	1
	1,287	969	318
	669	627	42
	503	233	270
	1,095	1,164	-69
	1,969	1,151	818
	584	251	333
	1,419	1,364	55
	2	2	0
	404	310	94
	206	134	72
	413	373	40
	179	199	-20
	313	273	40
	332	139	193
	422	417	5
	287	174	113
	256	148	108
	106	42	64
	106	66	40

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			65
b			17
c			-52
d			13
e			34
			2
			280
			342
			-49
			220
			77
			102
			252
			394
			-673
			12
			-192
			-16
			-87
			-68
			-41
			-28
			-55
			-99
			-170
			229
			-144
			11
			5
			10
			37
			120
			580
			268
			568
			286
			287
			-30
			-123
			-273
			-94
			3
			194
			139
			192
			5
			2
			-104
			83
			49
			243
			21
			-97
			-121
			-160
			-170
			318
			222
			184
			93
			-2
			-20
			65
			70
			298
			-26
			-72
			-88
			-65
			11
			3,576
			406
			-1
			1,181
			456
			193
			409
			532
			-4
			-42
			-12
			12
			60
			-286
			-9
			-46
			380
			11
			169
			-13
			198
			322
			172
			182
			202
			763
			-19
			2
			-221
			-72
			-54
			-146
			-434
			-211
			-134
			-43
			303
			-408
			65
			14
			22
			-112
			-162
			-651
			-60
			-585
			-362
			-78
			-267
			301
			-784
			112
			53
			138
			60
			152
			-10
			518
			85
			153
			302
			123
			136
			93
			-21
			-7
			-84
			4
			-13
			10
			216
			16
			247
			52
			78
			288
			84
			87
			78
			22
			-6
			260
			122
			3
			126
			-1
			32
			250
			84
			-155
			-223
			1
			318
			42
			270
			-69
			818
			333
			55
			0
			94
			72
			40
			-20
			40
			193
			5
			113
			108
			64
			40

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	13,980
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	298
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	298
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	298
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	0
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	298
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax	Refunded	11

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ 0(2) On foundation managers. right arrow

$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

PAUL W AND SHARI R FINCH Telephone no. right arrow

(602) 317-8992

Located at right arrow

1010 AVENIDA DEL SOLLAKE HAVASU CITYAZ ZIP+4 right arrow

86406

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow

Form 990-PF (2023)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2023? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2023?....................

If "Yes," list the years right arrow

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2023.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
PAUL W FINCH JR	DIRECTOR 0.00	0	0	0
1010 AVIENDA DEL SOL LAKE HAVASU,AZ86406	DIRECTOR 0.00	0	0	0
SHARI R FINCH	DIRECTOR 0.00	0	0	0
1010 AVIENDA DEL SOL LAKE HAVASU,AZ86406	DIRECTOR 0.00	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2023)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2023)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

405,952

Average of monthly cash balances.......................

20,991

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

426,943

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

426,943

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

6,404

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

420,539

Minimum investment return. Enter 5% (0.05) of line 5................

21,027

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part IX, line 6..................

21,027

Tax on investment income for 2022 from Part V, line 5.......

298

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

298

Distributable amount before adjustments. Subtract line 2c from line 1............

20,729

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

20,729

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

20,729

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

38,616

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

38,616

Form 990-PF (2023)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2022	(c) 2022	(d) 2023
1 Distributable amount for 2023 from Part X, line 7					20,729
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2022:
a From 2018......	9,462
b From 2019......	10,267
c From 2020......	459
d From 2021......	8,946
e From 2022......	9,168
f Total of lines 3a through e ........		38,302
4Qualifying distributions for 2023 from Part
XI, line 4: $ 38,616
a Applied to 2022, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2023 distributable amount.....					20,729
e Remaining amount distributed out of corpus		17,887
5 Excess distributions carryover applied to 2023.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		56,189
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2023. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2024 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2018 not applied on line 5 or line 7 (see instructions) ...		9,462
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		46,727
10 Analysis of line 9:
a Excess from 2019....	10,267
b Excess from 2020....	459
c Excess from 2021....	8,946
d Excess from 2022....	9,168
e Excess from 2023....	17,887

Form 990-PF (2023)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

PAUL W FINCH JR

SHARI R FINCH

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2023)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
FRATERNAL ORDER OF POLICE PO BOX 434 LAKE HAVASU CITY,AZ86405		501(C)(3) PUBLIC CHA	CHARITABLE DONATION	5,000
HAVEN LAKE HAVASU 2174 MCCULLOCH BLVD N LAKE HAVASU CITY,AZ86403		501(C)(3) PUBLIC CHA	CHARITABLE DONATION	10,000
SAVE THE FAMILY FOUNDATION OF ARIZONA 125 E UNIVERSITY DRIVE MESA,AZ85201		501(C)(3) PUBLIC CHA	CHARITABLE DONATION	5,000
HAVADOPT 2579 BAHIA HERMOSA LAKE HAVASU CITY,AZ86406		501(C)(3) PUBLIC CHA	CHARITABLE DONATION	2,000
GULF COAST KIDS HOUSE 3401 N 12TH AVE PENSACOLA,FL32503		501(C)(3) PUBLIC CHA	CHARITABLE DONATION	5,000
WOUNDED WARRIOR PROJECT 4899 BELFORT RD STE 300 JACKSONVILLE,FL32256		501(C)(3) PUBLIC CHA	CHARITABLE DONATION	10,000
Total ................................. 3a				37,000

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2023)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	96
4 Dividends and interest from securities ....			14	13,826
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	13,980
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		27,902	0

13Total. Add line 12, columns (b), (d), and (e)..................

27,902

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2023)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 AccountingFeesSchedule

Name:

FINCH FAMILY FOUNDATION INC

EIN:

81-0687331

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTANT FEES	3,510	2,808		702

- TIN:

TY 2023 InvestmentsOtherSchedule2

Name:

FINCH FAMILY FOUNDATION INC

EIN:

81-0687331

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
CHARLES SCHWAB EQUITIES	AT COST	197,634	232,713
CHARLES SCHWAB OTHER SECURITIES	AT COST	162,261	157,023
ATHENE	AT COST	72,063	99,139

- TIN:

TY 2023 OtherExpensesSchedule

Name:

FINCH FAMILY FOUNDATION INC

EIN:

81-0687331

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OFFICE EXPENSE	1,104	883		221

- TIN:

TY 2023 OtherIncreasesSchedule

Name:

FINCH FAMILY FOUNDATION INC

EIN:

81-0687331

Description	Amount
NONTAXABLE NONDIVIDEND DISTRIBUTIONS	245

- TIN:

TY 2023 OtherProfessionalFeesSchedule

Name:

FINCH FAMILY FOUNDATION INC

EIN:

81-0687331

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES	3,254	2,603		651

- TIN:

TY 2023 TaxesSchedule

Name:

FINCH FAMILY FOUNDATION INC

EIN:

81-0687331

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES PAID	211	169		42