CLARK FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CLARK FAMILY FOUNDATION INC (EIN 20-8087487)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202103169349100145
- Schema version
- 2020v4.1
- 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
- Schedule B
- Expenditure Responsibility Stmt
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T09:18:54-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341897225 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILL BARTH & KING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3838 TAMIAMI TRAIL NORTH SUITE 200 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208087487 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 2395981156 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 868 102ND AVENUE NORTH SUITE 302 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOLLIE M COSTA | PersonNm |
| Person Title | DIRECTOR, SECRETARY AND TREASURER | PersonTitleTxt |
| Phone | 2395981156 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DOLLIE | PersonFirstNm |
| Person Last | COSTA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD J WALTHER | PreparerPersonNm |
| PTIN | P00052535 | PTIN |
| Phone | 2392632111 | PhoneNum |
| Preparation | 2021-11-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $45,182,831 | 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 | $913,764 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $808,063 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $803,567 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,038,643 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,269,655 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $683,184 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $803,567 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $103,385 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $51,692 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $51,693 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $28,086 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $28,630 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $9,410 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,410 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,938 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,938 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $43,900 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $46,265 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,061 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,061 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $228,062 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $161,923 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $63,772 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $463,472 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $231,553 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $175,201 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,506,203 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,506,203 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,969,675 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $231,553 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,681,404 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,286,491 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $572,014 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,145,009 | CashBOYAmt |
| Cash EOY | $110,546 | CashEOYAmt |
| Cash EOYFMV | $110,546 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,511,967 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $19,715,105 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,824,673 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,553,748 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,802,907 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,825,990 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $14,551,941 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,795,252 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,954,730 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,961,322 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,384 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $1,384 | LandBOYAmt |
| Land EOY | $1,384 | LandEOYAmt |
| Land EOYFMV | $1,384 | LandEOYFMVAmt |
| Other Assets BOY | $36,080 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,890 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,890 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $39,007,704 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,721,213 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,182,831 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $39,007,704 | RetainedEarningBOYAmt |
| Retained Earning EOY | $35,721,213 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,007,704 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,721,213 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,007,704 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,721,213 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,007,704 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,286,491 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $35,721,213 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,721,213 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| WELLS FARGO 9254 | $2,825,782 | $3,102,947 | -$277,165 | -$277,165 | |
| WELLS FARGO 9254 | $9,175,647 | $10,205,351 | -$1,029,704 | -$1,029,704 | |
| CAPITAL GAINS DIVIDENDS | $268,226 | $268,226 | $268,226 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,038,643 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,951 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,951 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,951 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $162 | EsPenaltyAmt |
| Tax Due | $8,113 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DOLLIE COSTA DIRECTOR SECRETARYT | IndividualWithBooksNm |
| Phone | 2395981156 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 868 102ND AVENUE NORTH SUITE 302 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| LAURA L CLARK | ||||||||
| 868 102ND AVENUE NORTH SUITE 302 | NAPLES | FL | 34108 | DIRECTOR, PRESIDENT | 3.00 | $0 | $0 | $0 |
| ROBERT B CLARK | ||||||||
| 868 102ND AVENUE NORTH SUITE 302 | NAPLES | FL | 34108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DOLLIE COSTA | ||||||||
| 868 102ND AVENUE NORTH SUITE 302 | NAPLES | FL | 34108 | DIRECTOR, SECRETARY, TREAS | 14.00 | $103,385 | $0 | $0 |
| LESLIE CLARK | ||||||||
| 868 102ND AVENUE NORTH SUITE 302 | NAPLES | FL | 34108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $40,511,390 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,883,761 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,395,151 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,395,151 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $650,927 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,744,224 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,137,211 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,137,211 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,951 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,951 | TotalTaxAmt |
| Distributable Before Adj | $2,129,260 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,129,260 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,129,260 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,681,404 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,681,404 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,681,404 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,129,260 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $135,644 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,002,522 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,637,066 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,089,171 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $20,864,403 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,681,404 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,129,260 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,552,144 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,416,547 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $135,644 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $22,280,903 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,002,522 | ExcessFromYear4Amt |
| Excess From Year3 | $6,637,066 | ExcessFromYear3Amt |
| Excess From Year2 | $11,089,171 | ExcessFromYear2Amt |
| Excess From Current Year | $1,552,144 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COLLIER COUNTY HUNGER & HOMELESS COALITION INC | |||||||
| PO BOX 9202 | NAPLES | FL | 34101 | NONE | PC | CHARITABLE | $25,000 |
| BOYS & GIRLS CLUBS OF COLLIER COUNTY INC | |||||||
| 7500 DAVIS BOULEVARD | NAPLES | FL | 34104 | NONE | PC | CHARITABLE | $60,000 |
| WEST END SCHOOL | |||||||
| 3628 VIRGINIA AVE | LOUISVILLE | KY | 40211 | NONE | PC | CHARITABLE | $25,000 |
| PAWS WITH A CAUSE INC | |||||||
| 4646 S DIVISION | WAYLAND | MI | 49348 | NONE | PC | CHARITABLE | $30,000 |
| PAWS WITH PURPOSE | |||||||
| 1640 LYNDON FARM COURT | LOUISVILLE | KY | 40226 | NONE | PC | CHARITABLE | $25,000 |
| ARKANSAS FOOD BANK | |||||||
| 4301 W 65TH ST | LITTLE ROCK | AR | 72209 | NONE | PC | CHARITABLE | $150,000 |
| RONALD MCDONALD HOUSE CHARITIES OF ARKANSAS | |||||||
| 1501 W 10TH ST | LITTLE ROCK | AR | 72202 | NONE | PC | CHARITABLE | $606,452 |
| ST JOSEPH CHILDREN'S HOME | |||||||
| 2823 FRANKFORT AVE | LOUISVILLE | KY | 40206 | NONE | PC | CHARITABLE | $300,000 |
| THE CENTER FOR WOMEN AND FAMILIES | |||||||
| PO BOX 2048 | LOUSIVILLE | KY | 40201 | NONE | PC | CHARITABLE | $21,500 |
| THE SHELTER FOR ABUSED WOMEN & CHILDREN INC | |||||||
| PO BOX 10102 | NAPLES | FL | 34101 | NONE | PC | CHARITABLE | $52,000 |
| UPSIDE THERAPEUTIC RIDING INC | |||||||
| 250 KENWOOD HILL ROAD | LOUISVILLE | KY | 40214 | NONE | PC | CHARITABLE | $5,000 |
| PACE CENTER FOR GIRLS INC COLLIER AT IMMOKALEE | |||||||
| 160 N 1ST ST | IMMOKALEE | FL | 34142 | NONE | PC | CHARITABLE | $32,000 |
| PARTNERS FOR PROGRESS OF PERRY COUNTY INC | |||||||
| 1115 APLIN AVE | PERRYVILLE | AR | 72126 | NONE | PC | CHARITABLE | $14,000 |
| HARRY CHAPIN FOOD BANK | |||||||
| 3760 FOWLER STREET | FORT MYERS | FL | 33901 | NONE | PC | CHARITABLE | $250,826 |
| BIG BROTHERS BIG SISTERS OF THE SUN COAST INC | |||||||
| 1000 S TAMIAMI TRAIL SUITE C | VENICE | FL | 34285 | NONE | PC | CHARITABLE | $10,000 |
| INDEPENDENT BUTTERFLIES INC | |||||||
| 3597 FOWLER STREET | FORT MYERS | FL | 33901 | NONE | PC | CHARITABLE | $5,000 |
| YOUTH HAVEN INC | |||||||
| 5867 WHITAKER ROAD | NAPLES | FL | 34112 | NONE | PC | CHARITABLE | $66,000 |
| GOD'S PANTRY FOOD BANK | |||||||
| 1685 JAGGIE FOX WAY | LEXINGTON | KY | 40511 | NONE | PC | CHARITABLE | $45,000 |
| GRACE PLACE FOR CHILDREN AND FAMILIES | |||||||
| PO BOX 990531 | NAPLES | FL | 34116 | NONE | PC | CHARITABLE | $7,500 |
| LATCHKEY LEAGUE INC | |||||||
| 6652 GLEN ARBOR WAY | NAPLES | FL | 34119 | NONE | PC | CHARITABLE | $15,000 |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTHWEST FLORIDA | |||||||
| 16100 ROSERUSH COURT | FORT MYERS | FL | 33908 | NONE | PC | CHARITABLE | $2,500 |
| NAPLES THERAPEUTIC RIDING CENTER | |||||||
| 206 RIDGE DR | NAPLES | FL | 34108 | NONE | PC | CHARITABLE | $100,000 |
| SUNSHINE KIDS FOUNDATION | |||||||
| 5137 CASTELLO DR CUITE 1 | NAPLES | FL | 34103 | NONE | PC | CHARITABLE | $11,000 |
| CHRISTMAS IN JULY FOUNDATION OF COLLIER COUNTY INC | |||||||
| 1021 23RD STREET SOUTH WEST | NAPLES | FL | 34117 | NONE | PC | CHARITABLE | $25,000 |
| FEED FIRST USA | |||||||
| 6124 BASELINE ROAD | LITTLE ROCK | AR | 72209 | NONE | PC | CHARITABLE | $15,000 |
| RONALD MCDONALD HOUSE CHARITIES OF KENTUCKIANA INC | |||||||
| 550 S FIRST STREET | LOUISVILLE | KY | 40202 | NONE | PC | CHARITABLE | $5,000 |
| MARYHURST INC | |||||||
| 1015 DORSEY LANE | LOUISVILLE | KY | 40223 | NONE | PC | CHARITABLE | $103,221 |
| MEALS OF HOPE INC | |||||||
| 2221 CORPORATION BLVD | NAPLES | FL | 34109 | NONE | PC | CHARITABLE | $119,044 |
| NORTON CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 234 EAST GRAY ST SUITE 450 | LOUISVILLE | KY | 40206 | NONE | PC | CHARITABLE | $100,000 |
| CENTERSTONE | |||||||
| 3121 BELLEWOOD CAMPUS DRIVE | BROOKLAWN | KY | 40218 | NONE | PC | CHARITABLE | $100,000 |
| BOYS & GIRLS CLUBS OF KENTUCKIANA | |||||||
| 3900 CRITTENDEN DRIVE | LOUISVILLE | KY | 40209 | NONE | PC | CHARITABLE | $33,000 |
| DARE TO CARE FOOD BANK | |||||||
| 5803 FERN VALLEY ROAD | LOUISVILLE | KY | 40228 | NONE | PC | CHARITABLE | $85,000 |
| BLESSINGS IN A BACKPACK | |||||||
| 4121 SHELBYVILLE ROAD | LOUSIVILLE | KY | 40207 | NONE | PC | CHARITABLE | $30,000 |
| BLESSINGS IN A BACKPACK SW FL | |||||||
| PO BOX 61402 | FORT MYERS | FL | 33906 | NONE | PC | CHARITABLE | $65,060 |
| ACADEMY OF MUSIC PRODUCTION EDUCATION AND DEVELOPMENT | |||||||
| 4425 GREENWOOD AVE | LOUISVILLE | KY | 40211 | NONE | PC | CHARITABLE | $1,500 |
| YOUTHBUILD LOUISVILLE | |||||||
| 800 S PRESTON ST | LOUISVILLE | KY | 40203 | NONE | PC | CHARITABLE | $30,000 |
| BIG BROTHERS BIG SISTERS OF KENTUCKIANA | |||||||
| 1519 GARDINER LANE | LOUISVILLE | KY | 40218 | NONE | PC | CHARITABLE | $20,000 |
| OUR HOUSE INC | |||||||
| 302 E ROOSEVELT ROAD | LITTLE ROCK | AR | 72206 | NONE | PC | CHARITABLE | $250,000 |
| AR KIDS READ | |||||||
| 11415 HURON LANE UNIT 22701 | LITTLE ROCK | AR | 72211 | NONE | PC | CHARITABLE | $20,000 |
| NEW HORIZONS OF SW FLORIDA | |||||||
| 25300 BERNWOOD DR SUITE 7 | BONITA SPRINGS | FL | 34135 | NONE | PC | CHARITABLE | $65,600 |
| GUADALUPE CENTER INC | |||||||
| 509 HOPE CIRCLE | IMMOKALEE | FL | 34142 | NONE | PC | CHARITABLE | $257,500 |
| HOME OF THE INNOCENTS | |||||||
| 1100 E MARKET ST | LOUISVILLE | KY | 40206 | NONE | PC | CHARITABLE | $4,500 |
| DAVID LAWRENCE MENTAL HEALTH CENTER INC | |||||||
| 6075 BATHEY LN | NAPLES | FL | 34116 | NONE | PC | CHARITABLE | $23,000 |
| LACES OF LOVE CHARITABLE FOUNDATION INC | |||||||
| 1900 GULF SHORE BLVD NORTH UNIT 402 | NAPLES | FL | 34102 | NONE | PC | CHARITABLE | $15,000 |
| LOUISVILLE LEOPARD PERCUSSIONISTS | |||||||
| 969 S SECOND STREET | LOUISVILLE | KY | 40203 | NONE | PC | CHARITABLE | $20,000 |
| LOUISVILLE VISUAL ART INC | |||||||
| 1538 LYTLE ST | LOUISVILLE | KY | 40203 | NONE | PC | CHARITABLE | $5,000 |
| MAKE-A-WISH MID SOUTH ARKANSAS | |||||||
| 1780 MORIAH WOODS BLVD SUITE 10 | MEMPHIS | TN | 38117 | NONE | PC | CHARITABLE | $60,000 |
| LEE HEALTH FOUNDATION | |||||||
| 9800 S HEALTHPARK DRIVE | FORT MYERS | FL | 33908 | NONE | PC | CHARITABLE | $175,000 |
| OUR DAILY BREAD FOOD PANTRY INC | |||||||
| 1450 WINTERBERRY DRIVE | MARCO ISLAND | FL | 34145 | NONE | PC | CHARITABLE | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,506,203 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $808,063 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,038,643 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$230,580 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$230,580 | 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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID MICHAEL CLARK TRUST UAD 4-10-73 | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 868 102ND AVENUE NORTH SUITE 302 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $913,764 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRON HORSE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2008 SOUTH SHADY LANE | AddressLine1Txt |
| City | LAKELAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2018-01-01 | GrantDt |
| Grant | $9,945,405 | GrantAmt |
| Purpose Of Grant | RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES AS SET FORTH IN SECTION 501(C)(3) AND/OR 509(A)(1) IF THE INTERNAL REVENUE CODE. GRANT WAS MADE FOR THE PURPOSE OF FORMING GRANTEE'S CAPITAL ENDOWMENT AND THE GRANTEE AGREES THAT IT SHALL BE EXPENDED IN A MANNER CONSISTENT WITH THE GRANTEE'S BY LAWS IN EFFECT ON NOVEMBER 1, 2018 AND NOT TO BE EXPENDED FOR ANY OTHER PURPOSE EXCEPT CUSTOMARY ADMINISTRATION EXPENSES AND SALARIES. | PurposeOfGrantTxt |
| Expended By Grantee | $1,744,033 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 2019, 2020, 2021 | DatesOfReportsByGranteeTxt |
| Verification | 2021-10-15 | VerificationDt |
| Results Of Verification | THE FOUNDATION HAS NOT HAD ANY REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS PROVIDED, AND HAS THEREFORE NOT CONDUCTED ANY INDEPENDENT VERIFICATION OF THE REPORTS RECEIVED. THE FOUNDATION BOARD AGREED THAT TAXABLE YEAR 2020 WOULD BE THE LAST YEAR THAT GRANTEE WOULD BE REQUIRED TO PROVIDE REPORTS: AND THE LAST YEAR THE FOUNDATION WOULD REPORT EXPENDITURE RESPONSIBILITY ON FOUNDATION'S 990-PF. THE BOARD ACKNOWLEDGED THEY HAVE SEEN NO AREAS OF CONCERN IN HOW THE GRANTEE IS USING THE GRANT FUNDS, AND BELIEVE THEY WILL CONTINUE USING GRANT FUNDS ACCORDING TO DONOR INTENT. | ResultsOfVerificationTxt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $13,825,990 | EOYBookValueAmt |
| EOYFMV | $14,551,941 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES AND MUTUAL FUNDS | StockNm |
| EOY Book Value | $19,824,673 | EOYBookValueAmt |
| EOYFMV | $28,553,748 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REAL ASSET FUNDS | AT COST | $1,889,486 | $1,889,486 |
| ALTERNATIVE INVESTMENTS | AT COST | $65,244 | $71,836 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS | $3,980 | $3,890 | $3,890 |
| RECEIVABLE FROM WOLVERINE | $32,100 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DOMAIN/WEB HOSTING | $353 | $0 | $353 |
| INSURANCE | $3,416 | $0 | $3,416 |
| INVESTMENT FEES | $161,923 | $161,923 | $0 |
| MAINTENANCE | $232 | $0 | $232 |
| MEMBERSHIP DUES | $2,000 | $0 | $2,000 |
| OFFICE CLEANING | $4,080 | $0 | $4,080 |
| OFFICE EXPENSE | $3,047 | $0 | $680 |
| OPERATING EXPENSE | $14,214 | $0 | $14,214 |
| POSTAGE | $1,321 | $0 | $1,321 |
| PROGRAM/GRANT MAKING EXPENSES | $1,021 | $0 | $1,021 |
| SUPPLIES | $141 | $0 | $141 |
| TAXES | $24,286 | $0 | $24,286 |
| TELEPHONE | $4,917 | $0 | $4,917 |
| UTILITIES | $3,236 | $0 | $3,236 |
| MEETING EXPENSE | $164 | $0 | $164 |
| FILING FEES | $61 | $0 | $61 |
| DONATIONS | $3,650 | $0 | $3,650 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $9,410 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,410 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID M CLARK TRUST UAD 4-10-73 | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 868 102ND AVENUE NORTH SUITE 302 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $17,938 | Amt |
| Net Investment Income | $17,938 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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