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SUSANNA PORTER & JAMES CLARK GIVING FUND: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SUSANNA PORTER & JAMES CLARK GIVING FUND (EIN 13-3489504)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-15
IRS object ID
202331359349104293
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-15T14:39:48-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131655065PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LUTZ AND CARR CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1551 FIFTH AVENUE SUITE 400AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10176ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133489504EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUSANNA PORTER & JAMES CLARK GIVING FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSUSABusinessNameControlTxt
Phone2126972299PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE LEXINGTON AVENUE 7BAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES M CLARK JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2126972299PhoneNum
Signature2023-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMESPersonFirstNm
Person LastCLARK JRPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEVIN KELLYPreparerPersonNm
PTINP00159766PTIN
Phone2126972299PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,989,284FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$435,411ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$57,642DividendsRevAndExpnssAmt
Dividends Net Invst Incm$57,642DividendsNetInvstIncmAmt
Dividends Adj Net Incm$57,642DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$238,758NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$238,758GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$238,758CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$731,811TotalRevAndExpnssAmt
Total Net Invst Incm$296,400TotalNetInvstIncmAmt
Total Adj Net Incm$57,642TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$138LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$69LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$69LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$2,300AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,300AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$240TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$521OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$435OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,499TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$2,369TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,804TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$308,979ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$308,979ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$314,478TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$2,369TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$311,783TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$417,333ExcessRevenueOverExpensesAmt
Net Investment Income$296,400NetInvestmentIncomeAmt
Adjusted Net Income$55,273AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$82,114CashBOYAmt
Cash EOY$72,236CashEOYAmt
Cash EOYFMV$72,236CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,816,175SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,812,339SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,812,339SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$2,499,575USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,962,816CorporateStockBOYAmt
Corporate Stock EOY$2,104,709CorporateStockEOYAmt
Corporate Stock EOYFMV$2,104,709CorporateStockEOYFMVAmt
Total Assets BOY$7,360,680TotalAssetsBOYAmt
Total Assets EOY$6,989,284TotalAssetsEOYAmt
Total Assets EOYFMV$6,989,284TotalAssetsEOYFMVAmt
Loans From Officers EOY$4,600LoansFromOfficersEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,600TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$7,360,680NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$6,984,684NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$7,360,680TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,984,684TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,360,680TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,989,284TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,360,680TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$417,333ExcessRevenueOverExpensesAmt
Other Increases$40OtherIncreasesAmt
Subtotal$7,778,053SubtotalAmt
Other Decreases$793,369OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,984,684TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$238,758GrossSalesPriceAmt
Gain Or Loss$238,758GainOrLossAmt
Gains Minus Excess Or Losses$238,758GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$238,758CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,120InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,120SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,120TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,800TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,680OverpaymentAmt
Applied To ES Tax$2,680AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt
Individual With BooksKEVIN KELLYIndividualWithBooksNm
Phone2126972299PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1LUTZ AND CARR CPAS 551 FIFTH AVEAddressLine1Txt
Address Line2STE 400AddressLine2Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10176ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES M CLARK JR
ONE LEXINGTON AVENUE APT 7BNEW YORKNY10010PRESIDENT0.75$0$0$0
SUSANNA L PORTER
ONE LEXINGTON AVENUE APT 7BNEW YORKNY10010VICE PRESIDENT/TREASURER0.00$0$0$0
ALEXANDRA P CLARK
ONE LEXINGTON AVENUE APT 7BNEW YORKNY10010DIRECTOR0.00$0$0$0
LANSING P CLARK
ONE LEXINGTON AVENUE APT 7BNEW YORKNY10010DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE 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$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,033,874AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,243,274AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,277,148TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,277,148AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$109,157CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,167,991NetVlNoncharitableAssetsAmt
Minimum Investment Return$358,400MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$358,400MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,120TaxBasedOnInvestmentIncomeAmt
Total Tax$4,120TotalTaxAmt
Distributable Before Adj$354,280DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$354,280DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$354,280DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$311,783ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$311,783QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$354,280DistributableAsAdjustedAmt
Undistributed Income PY$230,249UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$311,783QualifyingDistributionsAmt
Applied To Year1$230,249AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$81,534AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$272,746UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAMES M CLARK JRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AFGHAN WOMEN STRONG
5510 CHEROKEE AVE SUITE 110ALEXANDRIAVA22312NONE501(C)(3)EDUCATION$258
AUTHOR'S GUILD
31 E 32ND ST 7TH FLOORNEW YORKNY10016NONE501(C)(3)EDUCATION$1,000
CARNEGIE HALL CORPORATION
881 7TH AVENEW YORKNY10019NONE501(C)(3)PRIVATE FOUNDATION$5,500
CENTER FOR FICTION
15 LAFAYETTE AVEBROOKLYNNY11217NONE501(C)(3)EDUCATION$10,050
CHILDREN OF CHINA PEDIATRICS FOUNDATION
BROAD STNEW YORKNY10004NONE501(C)(3)HEALTH$300
CHILDREN'S HEART FOUNDATION
5 REVERE DRNORTHBROOKIL60062NONE501(C)(3)HEALTH$258
ENVIRONMENTAL DEFENSE FUND
120 BROADWAYNEW YORKNY10271NONE501(C)(3)ENVIRONMENT$125
FEEDING AMERICA
161 NORTH CLARK STREET SUITE 700CHICAGOIL60601NONE501(C)(3)FOOD BANK$500
FIDELITY CHARITABLE GIFT TRUST
PO BOX 770001CINCINNATIOH45277NONE501(C)(3)CHARITABLE-DONOR ADVISED FUND$250,000
FILM INDEPENDENT
5670 WILSHIRE BLVD 9LOS ANGELESCA90036NONE501(C)(3)EDUCATION$1,000
GREAT HARBOR MARITIME MUSEUM
124 MAIN STREETNORTHEAST HARBORME04662NONE501(C)(3)EDUCATION$500
HARVARD BUSINESS SCHOOL
HARVARD BUSINESS SCHOOL TEELE HALLBOSTONMA02163NONE501(C)(3)EDUCATION$300SOLDIERS FIELD
HEBREW IMMIGRANT AID SOCIETY
PO BOX 97077WASHINGTONDC200907077NONE501(C)(3)PRIVATE CHARITY$258
HUMANITARIAN SUPPORT FOR UKRAINE FUND
78 SW 7TH STREET SUITE 500MIAMIFL33130NONE501(C)(3)PRIVATE FOUNDATION$2,625
ISLAND HOUSING TRUST
34 GRAMERCY PARK ENEW YORKNY10003NONE501(C)(3)PRIVATE FOUNDATION$2,500
KNEISAL HALL
117 EAST 19TH STREETNEW YORKNY10003NONE501(C)(3)ARTS$500
MACULA DEGENERATION RESEARCH
PO BOX 515NORTHAMPTONMA010610515NONE501(C)(3)EDUCATION$200
MAINE PUBLIC RADIO
1450 LISBON STLEWISTONME04240NONE501(C)(3)PUBLIC BROADCASTING$500
METROPOLITAN MUSEUM OF ART
1000 5TH AVENEW YORKNY10028NONE501(C)(3)ARTS$210
MT DESERT FESTIVAL
PO BOX 87MOUNT DESERTME04660NONE501(C)(3)ARTS$400
MT DESERT LAND AND GARDEN PRESERVE
92 COOKSEY DRSEAL HARBORME04675NONE501(C)(3)ENVIRONMENTAL$10,000
MT DESERT NURSING ASSOCIATION
12 SUMMIT ROADNORTHEAST HARBORME04662NONE501(C)(3)HEALTH$1,000
MUSEUM OF MODERN ART
11 W 53RD STNEW YORKNY10019NONE501(C)(3)ARTS$180
NORTHEAST HARBOR SAILING SCHOOL
PO BOX 12 48 SOUTH SHORE ROADNORTHEAST HARBORME04662NONE501(C)(3)EDUCATION$500
NY LANDMARKS CONSERVANCY
ONE WHITEHALL STREET 21ST FLOORNEW YORKNY10004NONE501(C)(3)ENVIRONMENT$500
NY PRESBYTERIAN HOSPITAL
5141 BROADWAYNEW YORKNY10034NONE501(C)(3)HOSPITAL SUPPORT$1,200
NY PUBLIC RADIO
160 VARICK ST STE 8NEW YORKNY10013NONE501(C)(3)PUBLIC BROADCASTING$1,200
NYC BALLET
20 LINCOLN CENTERNEW YORKNY10023NONE501(C)(3)ARTS$5,000
OAKWOOD CEMENTARY
50 101ST STREETTROYNY12180NONE501(C)(3)PRIVATE CHARITY$500
PAN MASS CHALLENGE DANA FARBER CANCER
77 4TH AVENUENEEDHAMMA02494NONE501(C)(3)HEALTH$600
PBS-THIRTEEN
825 EIGHTH AVENUENEW YORKNY10019NONE501(C)(3)EDUCATION$1,000
PECONIC LAND TRUST
296 HAMPTON RDSOUTHHAMPTONNY11968NONE501(C)(3)PRIVATE FOUNDATION$515
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM ST 10TH FLOORNEW YORKNY10038NONE501(C)(3)PUBLIC HEALTH$1,800
PRINCETON UNIVERSITY
PRINCETON UNIVERSITYPRINCETONNJ08544NONE501(C)(3)EDUCATION$300
PRINCETON UNIVERSITY - CLASS OF 1970
PRINCETON UNIVERSITYPRINCETONNJ08544NONE501(C)(3)EDUCATION$170
RAGNOTS AMATEUR SAILING ASSOCIATION
3620 MIRAMAR DRLA PORTETX77571NONE501(C)(3)EDUCATION$1,000
ROCKEND ART BARN
325 NORTH HIGHLAND AVENUEOSSININGNY10562NONE501(C)(3)ARTS$250
SAG HARBOR PARTNERSHIP
44 E UNION STSAG HARBORNY11963NONE501(C)(3)PRIVATE CHARITY$550
SPENCE CHAPIN
410 E 92ND STNEW YORKNY10128NONE501(C)(3)EDUCATION$1,000
ST BALDRICK'S FOUNDATION
1333 SOUTH MAYFLOWER AVENUEMONROVIACA91016NONE501(C)(3)SUPPORT FOR CANCER PATIENTS$250
SUMMER RESIDENTS ASSOCIATION - TOWN OF MOUNT DERSERT INC
PO BOX 142NORTHEAST HARBORME04662NONE501(C)(3)ENVIRONMENT$125
THE BREARLEY SCHOOL
610 E 83RD STNEW YORKNY10028NONE501(C)(3)EDUCATION$1,000
THE CHAPIN SCHOOL
100 EAST END AVENEW YORKNY10028NONE501(C)(3)EDUCATION$1,000
THE GOOD SHEPHARD AGRICULTURAL MUSEUM
1000 5TH AVENEW YORKNY10028NONE501(C)(3)EDUCATION$525
TSA-TURTLE SURVIVAL ALLIANCE
1030 JENKINS RD SUITE DCHARLESTONSC29407NONE501(C)(3)ENVIRONMENT$105
TURTLE ISLAND RESTORATION NETWORK
9255 SIR FRANCIS DRAKE BLVDOLEMACA94950NONE501(C)(3)CHARITY$80
UNIVERSITY OF PENNSYVANIA
1 COLLEGE HALL ROOM 1PHILADELPHIAPA19104NONE501(C)(3)EDUCATION PROGRAM$1,000
WHITNEY MUSEUM OF ART
99 GANSEVOORT STNEW YORKNY10014NONE501(C)(3)ARTS$140
WOMEN FOR WOMEN INTERNATIONAL
2000 M STREET NW SUITE 200WASHINGTONDC20036NONE501(C)(3)EDUCATION$250
WORLD READER & RAC PLAYATHON
1211 FOLSOM ST 4TH FLSAN FRANCISCOCA94103NONE501(C)(3)EDUCATION$255
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$308,979TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$57,642ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$238,758ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$296,400ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$296,400TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJAMES M CLARK JRContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1X/O TWEEDY BROWNE 1 STATION PLACE 5AddressLine1Txt
CitySTAMFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06902ZIPCd
FieldValueIRS element (for citing)
Total Contributions$435,411TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1808 SHS ALCON AG$67,8152021-12-08
1143 SHS BROOKFIELD ASSET MANAGEMENT REINSURANCE$8,6092021-12-08
117,540 SHS COMPAGNIE FINANCE RICHEMONT S.A.$19,6032021-12-08
15,090 SHS CRIMSON WINE GROUP LTD$42,3492021-12-08
1360 SHS MOHAWK INDUSTRIES INC.$64,5032021-12-08
11,614 UNITS FRANKLIN MUTUAL SHARES FUND$47,2082021-12-08
13,154 UNITS OAKMARK GLOBAL FUND$118,1132021-12-08
1364 UNITS SEQUOIA FUND$67,2112021-12-08

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,600Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$2,300AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,300DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SEQUOIA FUND$1,340,621$1,340,621
OAKMARK GLOBAL FUND INVESTOR$88,435$88,435
FRANKLIN MUTUAL SERIES CLASS Z$38,202$38,202
SPR S&P 500 ETF TRUST UNIT SER 1 S&P$493,783$493,783
BROOKFIELD ASSET MGMT$6,375$6,375
ALCON INC$56,278$56,278
CRIMSON WINE GROUP$36,343$36,343
MOHAWK INDUSTRIES$44,672$44,672

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$138LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$69AdjustedNetIncomeAmt
Disbursements Charitable Prps$69DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON SECURITIESDesc
Amt$793,369Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$86$0$0$0
DELAWARE REGISTRATION FEE$185$0$0$185
NYS REGISTRATION FEE$250$0$0$250

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRETURN OF CAPITALDesc
Amt$40Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$240Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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