BETA

CLARK FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CLARK FAMILY FOUNDATION (EIN 20-1658721)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-07-29
IRS object ID
202112109349100801
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-07-29T11:08:07-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN814514658PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROTTMUND CHEEK HYLE & CO LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11750 LINCOLN HIGHWAY EASTAddressLine1Txt
CityLANCASTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17602ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201658721EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CLARK FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCLARBusinessNameControlTxt
Phone7174265200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11475 RIVER ROADAddressLine1Txt
CityMARIETTACityNm
State AbbreviationPAStateAbbreviationCd
ZIP17547ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY CLARKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7174265200PhoneNum
Signature2021-07-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEFFREYPersonFirstNm
Person LastCLARKPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY S HYLEPreparerPersonNm
PTINP00417465PTIN
Phone7172995291PhoneNum
Preparation2021-07-29PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,618,389FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$610,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$28,067InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$28,067InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$171,502DividendsRevAndExpnssAmt
Dividends Net Invst Incm$171,502DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$117,055NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,535,036GrossSalesPriceAmt
Total Rev And Expnss$692,514TotalRevAndExpnssAmt
Total Net Invst Incm$199,569TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,724AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$45,640OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$45,640OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$3,233TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,233TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$18,482OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$71,079TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$48,873TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$602,530ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$602,530ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$673,609TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$48,873TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$602,530TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$18,905ExcessRevenueOverExpensesAmt
Net Investment Income$150,696NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$607,560CashBOYAmt
Cash EOY$666,777CashEOYAmt
Cash EOYFMV$666,777CashEOYFMVAmt
Other Investments BOY$7,544,516OtherInvestmentsBOYAmt
Other Investments EOY$7,949,612OtherInvestmentsEOYAmt
Other Investments EOYFMV$7,949,612OtherInvestmentsEOYFMVAmt
Other Assets BOY$2,877OtherAssetsBOYAmt
Other Assets EOY$2,000OtherAssetsEOYAmt
Other Assets EOYFMV$2,000OtherAssetsEOYFMVAmt
Total Assets BOY$8,154,953TotalAssetsBOYAmt
Total Assets EOY$8,618,389TotalAssetsEOYAmt
Total Assets EOYFMV$8,618,389TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$8,154,953RetainedEarningBOYAmt
Retained Earning EOY$8,618,389RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,154,953TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,618,389TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,154,953TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,618,389TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,154,953TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$18,905ExcessRevenueOverExpensesAmt
Other Increases$444,531OtherIncreasesAmt
Subtotal$8,618,389SubtotalAmt
Tot Net Ast Or Fund Balances EOY$8,618,389TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NSC - FIXED INCOME FOCUSP2020-12-31$173,746$191,996-$18,250-$18,250
NSC - DIVIDEND FOCUSP2020-12-31$582,931$691,932-$109,001-$109,001
FFA F324-01-0P2020-12-31$95,210$101,052-$5,842-$5,842
FFA F324-02-8P2020-12-31$683,149$667,111$16,038$16,038
FieldValueIRS element (for citing)
Capital Gain Net Income-$117,055CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,095InvestmentIncomeExciseTaxAmt
Subtotal$2,095SubtotalAmt
Tax Based On Investment Income$2,095TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$4EsPenaltyAmt
Tax Due$99TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNOT APPLICABLEWebsiteAddressTxt
Individual With BooksJEFFREY S CLARKIndividualWithBooksNm
Phone7174265200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1918 HIGHMEADOW COURTAddressLine1Txt
CityLANCASTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17601ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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
JEFFREY CLARK
918 HIGHLAND COURTLANCASTERPA17601PRESIDENT000.00$0$0$0
JENNIFER HESSINGER
934 CENTERVILLE ROADLANCASTERPA17601TREASURER000.00$0$0$0
MARK HESSINGER
934 CENTERVILLE ROADLANCASTERPA17601ASST TREASUR000.00$0$0$0
ANN CLARK
918 HIGHLAND COURTLANCASTERPA17601SECRETARY000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,233,134AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$240,177AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,439FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,475,750TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$7,475,750AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$112,136CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,363,614NetVlNoncharitableAssetsAmt
Minimum Investment Return$368,181MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$368,181MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,095TaxBasedOnInvestmentIncomeAmt
Total Tax$2,095TotalTaxAmt
Distributable Before Adj$366,086DistributableBeforeAdjAmt
Distributable Before Ded$366,086DistributableBeforeDedAmt
Distributable As Adjusted$366,086DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$602,530ExpensesAndContributionsAmt
Qualifying Distributions$602,530QualifyingDistributionsAmt
Adjusted Qualifying Distri$602,530AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$366,086DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$148,778ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$198,682ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$122,544ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$193,022ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$217,390ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$880,416TotalExcessDistributionCyovAmt
Qualifying Distributions$602,530QualifyingDistributionsAmt
Applied To Current Year$366,086AppliedToCurrentYearAmt
Remaining Distri From Corpus$236,444RemainingDistriFromCorpusAmt
Total Corpus$1,116,860TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$148,778ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$968,082ExcessDistriCyovToNextYrAmt
Excess From Year4$198,682ExcessFromYear4Amt
Excess From Year3$122,544ExcessFromYear3Amt
Excess From Year2$193,022ExcessFromYear2Amt
Excess From Year1$217,390ExcessFromYear1Amt
Excess From Current Year$236,444ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJEFFREY S CLARKRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11475 RIVER ROADAddressLine1Txt
CityMARIETTACityNm
State AbbreviationPAStateAbbreviationCd
ZIP17547ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7174265200RecipientPhoneNum
Form And Info And MaterialsA LETTER WITH ANY RELEVANT INFORMATION ASSOCIATED WITH THE REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AARON'S ACRES
1861 CHARTER LANE 114LANCASTERPA17601NOT APPLICABLEPUBLIC CHARICONTRIBUTION TO GENERAL FUND$5,000
ADVANTAGE LANCASTER
1100 EAST ORANGE STLANCASTERPA17602NOT APPLICABLEPUBLIC CHARICONTRIBUTION TO GENERAL FUND$3,000
BOYS AND GIRLS CLUB
116 S WATER STLANCASTERPA17603NOT APPLICABLEPUBLIC CHARICONTRIBUTION TO GENERAL FUND$20,000
CASA
PO BOX 6293LANCASTERPA17607NOT APPLICABLEPUBLIC CHARICONTRIBUTION TO GENERAL FUND$95,000
CHRIST'S HOME FOR CHILDREN
PO BOX 308PARADISEPA17562NOT APPLICABLEPUBLIC CHARICONTRIBUTION TO GENERAL FUND$76,500
GIRLS ON THE RUN
3339 WARD STREETPITTSBURGHPA15213NOT APPLICABLEPUBLIC CHARICONTRIBUTION TO GENERAL FUND$10,000
LANCASTER CNTY CHILDREN'S ALLIANCE
628 NORTH DUKE STLANCASTERPA17602NOT APPLICABLEPUBLIC CHARICONTRIBUTION TO GENERAL FUND$10,000
LANCASTER COUNTY CLUB FOUNDATION
1466 NEW HOLLAND PIKELANCASTERPA17601NOT APPLICABLEPUBLIC CHARICONTRIBUTION TO GENERAL FUND$1,000
LANCASTER EARLY EDUCATION CENTER
150 S QUEEN STLANCASTERPA17603NOT APPLICABLEPUBLIC CHARICONTRIBUTION TO GENERAL FUND$129,250
LANCASTER PUBLIC LIBRARY
124 NORTH DUKE STLANCASTERPA17602NOT APPLICABLEPUBLIC CHARICONTRIBUTION TO GENERAL FUND$61,500
LANCASTER SCIENCE FACTORY
454 NEW HOLLAND AVELANCASTERPA17602NOT APPLICABLEPUBLIC CHARICONTRIBUTION TO GENERAL FUND$29,500
LONG COVE COMMUNITY ENDOWMENT FUND
PO BOX 23019HILTON HEADSC29925NOT APPICABLEPUBLIC CHARICONTRIBUTION TO GENERAL FUND$1,030
MOM'S HOUSE
415 SOUTH QUEEN STLANCASTERPA17602NOT APPLICABLEPUBLIC CHARICONTRIBUTION TO GENERAL FUND$5,000
MUSSER FOUNDATION
300 STEVENS ROADSTEVENSPA17578NOT APPLICABLEPUBLIC CHARICONTRIBUTION TO GENERAL FUND$30,000
PENN STATE FOUR DIAMONDS FUND
PO BOX 852HERSHEYPA17033NOT APPLICABLEPUBLIC CHARICONTRIBUTION TO GENERAL FUND$1,000
SCHREIBER PEDIATRIC REHAB
625 COMMUNITY WAYLANCASTERPA17603NOT APPLICABLEPUBLIC CHARICONTRIBUTION TO GENERAL FUND$16,250
SNIDER HOCKEY
3601 SOUTH BROAD STPHILADELPHIAPA19148NOT APPLICABLEPUBLIC CHARICONTRIBUTION TO GENERAL FUND$2,500
SOUTHEAST LANCASTER HEALTH SERVICES
304 NORTH WATER STLANCASTERPA17603NOT APPLICABLEPUBLIC CHARICONTRIBUTION TO GENERAL FUND$20,000
TENNIS CENTRAL
918 HIGHMEADOW COURTLANCASTERPA17601NOT APPLICABLEPUBLIC CHARICONTRIBUTION TO GENERAL FUND$1,000
UNITED DISABLITIES SERVICES
1901 OLDE HOMESTEAD LANELANCASTERPA17601NOT APPLICABLEPUBLIC CHARICONTRIBUTION TO GENERAL FUND$85,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$602,530TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$28,067RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$171,502RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$117,055RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$82,514RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$82,514TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4LineNumberTxt
Relationship StatementEARNINGS PROVIDE FUNDS TO CONTRIBUTE TO CHARITABLE ORGRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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 PersonMERRELL F CLARKContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line137 DEER FORD DRIVEAddressLine1Txt
CityLANCASTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17601ZIPCd
FieldValueIRS element (for citing)
Total Contributions$610,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCT - ROTTMUND, CHEEK, HYLE & CCategoryTxt
Amt$3,724Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FULTON FINANCIAL ADVISORSFMV$4,600,322$4,600,322
FS ENERGY & POWER FDFMV$85,954$85,954
FS INVESTMENT CORP IIFMV$130,938$130,938
MERRILL LYNCH 0409FMV$605,881$605,881
MERRILL LYNCH 0579FMV$2,526,517$2,526,517

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescEXCISE TAX DEPOSITSDesc
BOY Book Value$2,877BOYBookValueAmt
EOY Book Value$2,000EOYBookValueAmt
EOYFMV$2,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK CHARGES$24
INSURANCE$18,000
DUES AND MEMBERSHIPS$458

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$444,531Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBROKER INVESTMENT FEESCategoryTxt
Amt$45,640Amt
Net Investment Income$45,640NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
990 PF EXCISE$1,924$1,924
FOREIGN TAXES$1,309$1,309

Comments

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