CLARK FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CLARK FAMILY FOUNDATION (EIN 20-1658721)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-19
- IRS object ID
- 202402329349100210
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-19T11:09:23-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814514658 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTTMUND CHEEK HYLE & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1750 LINCOLN HWY E | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201658721 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLARK FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 7174265200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1475 RIVER ROAD | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17547 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY CLARK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7174265200 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY S HYLE | PreparerPersonNm |
| PTIN | P00417465 | PTIN |
| Phone | 7172995291 | PhoneNum |
| Preparation | 2024-06-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,312,790 | 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 | $800,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $18,522 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,522 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $218,326 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $218,326 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$255,685 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,914,951 | GrossSalesPriceAmt |
| Total Rev And Expnss | $781,163 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $236,848 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,337 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $54,842 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,842 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,996 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,996 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $18,040 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $78,215 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,838 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $605,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $605,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $684,165 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,838 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $605,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $96,998 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $179,010 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,014,579 | CashBOYAmt |
| Cash EOY | $826,536 | CashEOYAmt |
| Cash EOYFMV | $826,536 | CashEOYFMVAmt |
| Other Investments BOY | $7,847,964 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,481,154 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,481,154 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,100 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,100 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,868,543 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,312,790 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,312,790 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $8,868,543 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,312,790 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,868,543 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,312,790 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,868,543 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,312,790 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,868,543 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $96,998 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,347,249 | OtherIncreasesAmt |
| Subtotal | $10,312,790 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,312,790 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MLL INVESTORS | P | 2023-12-31 | $1,350,236 | $1,639,421 | -$289,185 | -$289,185 |
| FULTON FINANCIAL ADVISORS | P | 2023-12-31 | $1,204,748 | $1,207,982 | -$3,234 | -$3,234 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$244,832 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,488 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,488 | SubtotalAmt |
| Tax Based On Investment Income | $2,488 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,100 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,612 | OverpaymentAmt |
| Applied To ES Tax | $2,612 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NOT APPLICABLE | WebsiteAddressTxt |
| Individual With Books | JEFFREY S CLARK | IndividualWithBooksNm |
| Phone | 7174265200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 918 HIGHMEADOW COURT | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY CLARK | ||||||||
| 918 HIGHLAND COURT | LANCASTER | PA | 17601 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| JENNIFER HESSINGER | ||||||||
| 934 CENTERVILLE ROAD | LANCASTER | PA | 17601 | TREASURER | 000.00 | $0 | $0 | $0 |
| MARK HESSINGER | ||||||||
| 934 CENTERVILLE ROAD | LANCASTER | PA | 17601 | ASST TREASUR | 000.00 | $0 | $0 | $0 |
| ANN CLARK | ||||||||
| 918 HIGHLAND COURT | LANCASTER | PA | 17601 | SECRETARY | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,980,024 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $211,507 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,057 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,196,588 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,196,588 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $137,949 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,058,639 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $452,932 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $452,932 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,488 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,488 | TotalTaxAmt |
| Distributable Before Adj | $450,444 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $450,444 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $450,444 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $605,950 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $605,950 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $450,444 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $193,022 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $217,390 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $236,444 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $177,519 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $108,258 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $932,633 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $605,950 | QualifyingDistributionsAmt |
| Applied To Current Year | $450,444 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $155,506 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,088,139 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $193,022 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $895,117 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $217,390 | ExcessFromYear4Amt |
| Excess From Year3 | $236,444 | ExcessFromYear3Amt |
| Excess From Year2 | $177,519 | ExcessFromYear2Amt |
| Excess From Year1 | $108,258 | ExcessFromYear1Amt |
| Excess From Current Year | $155,506 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFREY S CLARK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1475 RIVER ROAD | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17547 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7174265200 | RecipientPhoneNum |
| Form And Info And Materials | A LETTER WITH ANY RELEVANT INFORMATION ASSOCIATED WITH THE REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AARON'S ACRES | |||||||
| 1861 CHARTER LANE 114 | LANCASTER | PA | 17601 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $6,000 |
| BOYS AND GIRLS CLUB | |||||||
| 116 S WATER ST | LANCASTER | PA | 17603 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $20,000 |
| CASA | |||||||
| PO BOX 6293 | LANCASTER | PA | 17607 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $81,750 |
| CHRIST'S HOME FOR CHILDREN | |||||||
| PO BOX 308 | PARADISE | PA | 17562 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $76,500 |
| GIRLS ON THE RUN | |||||||
| 3339 WARD STREET | PITTSBURGH | PA | 15213 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $10,000 |
| LANCASTER CNTY CHILDREN'S ALLIANCE | |||||||
| 628 NORTH DUKE ST | LANCASTER | PA | 17602 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $20,000 |
| LANCASTER COUNTY CLUB FOUNDATION | |||||||
| 1466 NEW HOLLAND PIKE | LANCASTER | PA | 17601 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $1,000 |
| LANCASTER EARLY EDUCATION CENTER | |||||||
| 150 S QUEEN ST | LANCASTER | PA | 17603 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $82,500 |
| LANCASTER PUBLIC LIBRARY | |||||||
| 124 NORTH DUKE ST | LANCASTER | PA | 17602 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $100,000 |
| LANCASTER SCIENCE FACTORY | |||||||
| 454 NEW HOLLAND AVE | LANCASTER | PA | 17602 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $27,500 |
| LONG COVE COMMUNITY ENDOWMENT FUND | |||||||
| PO BOX 23019 | HILTON HEAD | SC | 29925 | NOT APPICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $1,000 |
| MUSSER FOUNDATION | |||||||
| 300 STEVENS ROAD | STEVENS | PA | 17578 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $32,100 |
| PENN STATE FOUR DIAMONDS FUND | |||||||
| PO BOX 852 | HERSHEY | PA | 17033 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $1,500 |
| SCHREIBER PEDIATRIC REHAB | |||||||
| 625 COMMUNITY WAY | LANCASTER | PA | 17603 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $28,000 |
| SNIDER HOCKEY | |||||||
| 3601 SOUTH BROAD ST | PHILADELPHIA | PA | 19148 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $9,000 |
| TENNIS CENTRAL | |||||||
| 918 HIGHMEADOW COURT | LANCASTER | PA | 17601 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $25,000 |
| UNITED DISABLITIES SERVICES | |||||||
| 1901 OLDE HOMESTEAD LANE | LANCASTER | PA | 17601 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $61,100 |
| DEEP WELL PROJECT | |||||||
| 80 CAPITAL DRIVE | HILTON HEAD ISLAND | SC | 29926 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $5,000 |
| PUBLIC TENNIS INC | |||||||
| PO BOX 6381 | HILTON HEAD | SC | 29938 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $3,000 |
| ADVANTAGE LANCASTER | |||||||
| 1100 E ORANGE ST | LANCASTER | PA | 17602 | NOT APPLICABLE | PUBLIC CHART | CONTRIBUTION TO GENERAL FUND | $1,000 |
| MANOS HOUSE | |||||||
| 1290 PROSPECT RD | COLUMBIA | PA | 17512 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $10,000 |
| HEMPFIELD REC CENTER | |||||||
| 950 CHURCH ST | LANDISVILLE | PA | 17538 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $1,500 |
| LANCASTER FIELD OF HOPE | |||||||
| 4338 FAIRVIEW RD | COLUMBIA | PA | 17512 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $1,000 |
| GOLF FOR A CURE | |||||||
| 110 LINGER ST | MILLERSVILLE | PA | 17551 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $605,950 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $18,522 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $218,326 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$255,685 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$18,837 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$18,837 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | EARNINGS PROVIDE FUNDS TO CONTRIBUTE TO CHARITABLE ORG | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MERRELL F CLARK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 DEER FORD DRIVE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $800,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCT - ROTTMUND, CHEEK, HYLE & C | CategoryTxt |
| Amt | $2,337 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | FULTON FINANCIAL ADVISORS | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2023-12 | SoldDt |
| Gross Sales Price | $312,380 | GrossSalesPriceAmt |
| Basis | $323,233 | BasisAmt |
| Total Net | -$10,853 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FULTON FINANCIAL ADVISORS | FMV | $4,754,729 | $4,754,729 |
| FS ENERGY & POWER FD | FMV | $95,388 | $95,388 |
| MML INVESTORS | FMV | $4,631,037 | $4,631,037 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX DEPOSITS | Desc |
| BOY Book Value | $6,000 | BOYBookValueAmt |
| EOY Book Value | $5,100 | EOYBookValueAmt |
| EOYFMV | $5,100 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK CHARGES | $40 |
| INSURANCE | $18,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $1,347,249 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER INVESTMENT FEES | CategoryTxt |
| Amt | $54,842 | Amt |
| Net Investment Income | $54,842 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990 PF EXCISE | $2,616 | $2,616 |
| FOREIGN TAXES | $380 | $380 |
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