SUSANNA PORTER & JAMES CLARK GIVING FUND: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SUSANNA PORTER & JAMES CLARK GIVING FUND (EIN 13-3489504)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-13
- IRS object ID
- 202443189349102349
- Schema version
- 2023v5.1
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T15:21:27-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131655065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND CARR CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 551 FIFTH AVENUE SUITE 400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133489504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSANNA PORTER & JAMES CLARK GIVING FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUSA | BusinessNameControlTxt |
| Phone | 2126972299 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LEXINGTON AVENUE 7B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES M CLARK JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126972299 | PhoneNum |
| Signature | 2024-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN KELLY | PreparerPersonNm |
| PTIN | P00159766 | PTIN |
| Phone | 2126972299 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,217,399 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $287,915 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $287,915 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $198,085 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $806,868 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $198,085 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $486,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $486,000 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $202 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $202 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,699 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $77 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $587 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $346 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,488 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $77 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $548 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $343,527 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $343,527 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $358,015 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $77 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $344,075 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $127,985 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $485,923 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $56,691 | CashBOYAmt |
| Cash EOY | $63,841 | CashEOYAmt |
| Cash EOYFMV | $63,841 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,387,858 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,362,175 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,362,175 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,379,151 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,791,383 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,791,383 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,823,700 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,217,399 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,217,399 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,823,700 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,217,399 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,823,700 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,217,399 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,823,700 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,217,399 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,823,700 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $127,985 | ExcessRevenueOverExpensesAmt |
| Other Increases | $265,714 | OtherIncreasesAmt |
| Subtotal | $8,217,399 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,217,399 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 35 SHS BROOKFIELD ASSET | P | 2023-10-11 | $1,153 | $1,134 | $19 | $19 |
| 3,153.889 SHS OAKMARK GLOBAL FUND INVESTOR CLASS | P | 2023-10-11 | $98,559 | $38,477 | $60,082 | $60,082 |
| 100 SHS BROOKFIELD REINSURANCE LTD CL A | P | 2023-10-11 | $3,191 | $5,987 | -$2,796 | -$2,796 |
| 43 SHS BROOKFIELD REINSURANCE LTD CL A | P | 2023-10-11 | $1,373 | $2,574 | -$1,201 | -$1,201 |
| 360 SHS MOHAWK INDUSTRIES | P | 2023-10-11 | $30,155 | $29,410 | $745 | $745 |
| 1,613.95 SHS FRANKLIN MUTUAL SERIES | P | 2023-10-11 | $37,734 | $29,700 | $8,034 | $8,034 |
| 17,540 SHS CFRAO | P | 2023-11-13 | $13,107 | $1,496 | $11,611 | $11,611 |
| 1,308 SPDR S&P | P | 2023-12-27 | $620,463 | $499,661 | $120,802 | $120,802 |
| 9 SHS SPDR S&P | P | 2023-12-27 | $427 | $344 | $83 | $83 |
| CAPITAL GAINS DIVIDENDS | P | $706 | $706 | $706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $198,085 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,754 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,754 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,754 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,446 | OverpaymentAmt |
| Applied To ES Tax | $1,446 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | KEVIN KELLY | IndividualWithBooksNm |
| Phone | 2126972299 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LUTZ AND CARR CPAS 551 FIFTH AVE | AddressLine1Txt |
| Address Line2 | STE 400 | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10176 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2022 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JAMES M CLARK JR | ||||||||
| ONE LEXINGTON AVENUE APT 7B | NEW YORK | NY | 10010 | PRESIDENT | 0.75 | $0 | $0 | $0 |
| SUSANNA L PORTER | ||||||||
| ONE LEXINGTON AVENUE APT 7B | NEW YORK | NY | 10010 | VICE PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| ALEXANDRA P CLARK | ||||||||
| ONE LEXINGTON AVENUE APT 7B | NEW YORK | NY | 10010 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LANSING P CLARK | ||||||||
| ONE LEXINGTON AVENUE APT 7B | NEW YORK | NY | 10010 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ORGANIZATION MAKES GRANTS AND CONTRIBUTIONS TO PRE-SELECTED 501(C)(3) ORGANIZATIONS. SEE PART XV FOR THE LIST OF GRANTS MADE DURING THE YEAR. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $1,863,695 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,582,936 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,446,631 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,446,631 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $111,699 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,334,932 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $366,747 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $366,747 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,754 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,754 | TotalTaxAmt |
| Distributable Before Adj | $359,993 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $359,993 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $359,993 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $344,075 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $344,075 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $359,993 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $350,296 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $344,075 | QualifyingDistributionsAmt |
| Applied To Year1 | $344,075 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $6,221 | Taxable2Amt |
| Undistributed Income CY | $359,993 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES M CLARK JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CARNEGIE HALL CORPORATION | |||||||
| 881 7TH AVE | NEW YORK | NY | 10019 | NONE | 501(C)(3) | PRIVATE FOUNDATION | $5,500 |
| FIDELITY CHARITABLE GIFT FUND | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | 501(C)(3) | CHARITABLE-DONOR ADVISED FUND | $200,000 |
| ISLAND HOUSING TRUST | |||||||
| 34 GRAMERCY PARK E | NEW YORK | NY | 10003 | NONE | 501(C)(3) | PRIVATE FOUNDATION | $10,000 |
| HOUSE OF SPEAKEASY | |||||||
| 117 EAST 19TH STREET | NEW YORK | NY | 10003 | NONE | 501(C)(3) | ARTS | $10,000 |
| MAINE PUBLIC RADIO | |||||||
| 1450 LISBON ST | LEWISTON | ME | 04240 | NONE | 501(C)(3) | PUBLIC BROADCASTING | $505 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | NONE | 501(C)(3) | ARTS | $210 |
| MT DESERT FESTIVAL | |||||||
| PO BOX 87 | MOUNT DESERT | ME | 04660 | NONE | 501(C)(3) | ARTS | $450 |
| MT DESERT LAND AND GARDEN PRESERVE | |||||||
| 92 COOKSEY DR | SEAL HARBOR | ME | 04675 | NONE | 501(C)(3) | ENVIRONMENT | $11,000 |
| NY PRESBYTERIAN HOSPITAL | |||||||
| 5141 BROADWAY | NEW YORK | NY | 10034 | NONE | 501(C)(3) | HOSPITAL SUPPORT | $1,000 |
| OAKWOOD CEMENTARY | |||||||
| 50 101ST STREET | TROY | NY | 12180 | NONE | 501(C)(3) | PRIVATE CHARITY | $500 |
| PAN MASS CHALLENGE DANA FARBER CANCER | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | 501(C)(3) | HEALTH | $500 |
| PBS-THIRTEEN | |||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | 501(C)(3) | EDUCATION | $2,000 |
| PECONIC LAND TRUST | |||||||
| 296 HAMPTON RD | SOUTHHAMPTON | NY | 11968 | NONE | 501(C)(3) | PRIVATE FOUNDATION | $500 |
| PRINCETON UNIVERSITY - CLASS OF 1970 | |||||||
| PRINCETON UNIVERSITY | PRINCETON | NJ | 08544 | NONE | 501(C)(3) | EDUCATION | $695 |
| ROCKEND ART BARN | |||||||
| 325 NORTH HIGHLAND AVENUE | OSSINING | NY | 10562 | NONE | 501(C)(3) | ARTS | $250 |
| TSA-TURTLE SURVIVAL ALLIANCE | |||||||
| 1030 JENKINS RD SUITE D | CHARLESTON | SC | 29407 | NONE | 501(C)(3) | ENVIRONMENT | $779 |
| TURTLE ISLAND RESTORATION NETWORK | |||||||
| 9255 SIR FRANCIS DRAKE BLVD | OLEMA | CA | 94950 | NONE | 501(C)(3) | CHARITY | $250 |
| WHITNEY MUSEUM OF ART | |||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | NONE | 501(C)(3) | ARTS | $300 |
| NORTHEAST HARBOR LIBRARY | |||||||
| 1 JOY ROAD | NE HARBOR | ME | 04662 | NONE | 501(C)(3) | EDUCATION | $2,500 |
| NEIGHBORHOOD HOUSE | |||||||
| 331 E 70TH STREET | NEW YORK | NY | 10021 | NONE | 501(C)(3) | HUMAN SERVICES | $2,500 |
| BOSTON CHILDREN'S HOSPITAL | |||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | 501(C)(3) | HOSPITAL | $500 |
| NEW YORK THEATRE BALLET | |||||||
| 131 E 10TH STREET | NEW YORK | NY | 10003 | NONE | 501(C)(3) | ARTS | $6,500 |
| MOMA | |||||||
| 11 W 53RD STREET | NEW YORK | NY | 10019 | NONE | 501(C)(3) | ARTS | $180 |
| CENTURY ASSOCIATION | |||||||
| 7 W 43RD STREET | NEW YORK | NY | 10036 | NONE | 501(C)(3) | ARTS | $5,000 |
| CENTER FOR FICTION | |||||||
| 15 LAFAYETTE AVE | BROOKLYN | NY | 11217 | NONE | 501(C)(3) | ARTS | $50,000 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 1 COLLEGE HALL ROOM 1 | NEW YORK | NY | 10014 | NONE | 501(C)(3) | EDUCATION PROGRAM | $1,300 |
| NRDC | |||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | NONE | 501(C)(3) | ENVIRONMENT | $400 |
| AMERICAN RED CROSS | |||||||
| 520 W 49TH STREET | NEW YORK | NY | 10019 | NONE | 501(C)(3) | CHARITY | $500 |
| AUTHOR'S GUILD FOUNDATION | |||||||
| 31 E 32ND ST 7TH FLOOR | NEW YORK | NY | 10016 | NONE | 501(C)(3) | AUTHORS' RIGHTS AND EDUCATION | $10,000 |
| CHILDREN OF CHINA PEDIATRICS FOUNDATION | |||||||
| 19 STONE ST | NEW YORK | NY | 10004 | NONE | 501(C)(3) | PEDIATRICS/DISEASE | $500 |
| FRIENDS OF ACADIA | |||||||
| 43 COTTAGE ST | BAR HARBOR | ME | 04609 | NONE | 501(C)(3) | NATURE | $5,000 |
| GOTHAMIST | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | 501(C)(3) | CHARITY | $108 |
| HOLDSWORTH CENTER | |||||||
| 4907 RANCH RD 2222 | AUSTIN | TX | 78731 | NONE | 501(C)(3) | EDUCATION | $1,000 |
| NORTHEAST HARBOR SAILING SCHOOL | |||||||
| 48 S SHORE RD | NORTHEST HARBOR | ME | 04662 | NONE | 501(C)(3) | EDUCATION | $10,000 |
| PEN AMERICA | |||||||
| 120 BROADWAY 26TH FLOOR | NEW YORK | NY | 10271 | NONE | 501(C)(3) | LITERATURE AND HUMAN RIGHTS | $1,000 |
| SIERRA CLUB | |||||||
| 1 PENNSYLVANIA PLAZA 6285 | NEW YORK | NY | 10119 | NONE | 501(C)(3) | ENVIRONMENT | $100 |
| WNYC | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | 501(C)(3) | CHARITY | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $343,527 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $287,915 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $198,085 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $486,000 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $486,000 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEQUOIA FUND | $1,899,962 | $1,899,962 |
| ALCON INC | $72,132 | $72,132 |
| CRIMSON WINE GROUP | $30,387 | $30,387 |
| PERSHING SQUARE | $5,290 | $5,290 |
| INVESCO EXCHANGE | $783,612 | $783,612 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $202 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $202 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $96 | $0 | $96 |
| PENALTY | $241 | $0 | $0 |
| NYS FILING FEES | $250 | $0 | $250 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON SECURITIES | $265,704 |
| RETURN OF CAPITAL | $10 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $13,622 | $0 | $0 |
| FOREIGN TAXES PAID | $77 | $77 | $0 |
Comments