CLARK FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CLARK FAMILY FOUNDATION INC (EIN 20-8087487)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-11
IRS object ID
202003169349100140
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-11T15:57:24-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341897225PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HILL BARTH & KING LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13838 TAMIAMI TRAIL NORTH SUITE 200AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208087487EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CLARK FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCLARBusinessNameControlTxt
Phone2395981156PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1868 102ND AVENUE NORTH SUITE 302AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDOLLIE M COSTAPersonNm
Person TitleDIRECTOR, SECRETARY AND TREASURERPersonTitleTxt
Phone2395981156PhoneNum
Signature2020-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRONALD J WALTHERPreparerPersonNm
PTINP00052535PTIN
Phone2392632111PhoneNum
Preparation2020-11-10PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address198.167.186.164IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-10IPDt
IP Tm14:19:18IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id941E9CFF6447A4E1D92CD14F1DDF64D6C4331EF2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$43,539,695FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,260,624ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,078,454DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,042,480DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$76,910NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$9,281,934GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,262,168TotalRevAndExpnssAmt
Total Net Invst Incm$1,042,480TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$90,560CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$45,280CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$45,280CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$30,187OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$30,187OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$18,414PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$18,414PensionEmplBnftDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$9,524OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$9,524OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$27,729TaxesRevAndExpnssAmt
Taxes Net Invst Incm$27,729TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$46,087OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$46,087OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$10,948TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$10,948TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$270,472OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$157,197OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$113,275OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$503,921TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$230,206TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$273,715TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,794,072ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,794,072ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,297,993TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$230,206TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,067,787TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$35,825ExcessRevenueOverExpensesAmt
Net Investment Income$812,274NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,442,026CashBOYAmt
Cash EOY$1,145,009CashEOYAmt
Cash EOYFMV$1,145,009CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,720,000SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,511,967SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,511,967SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$23,971,638CorporateStockBOYAmt
Corporate Stock EOY$19,715,105CorporateStockEOYAmt
Corporate Stock EOYFMV$23,650,052CorporateStockEOYFMVAmt
Corporate Bonds BOY$14,525,361CorporateBondsBOYAmt
Corporate Bonds EOY$11,802,907CorporateBondsEOYAmt
Corporate Bonds EOYFMV$12,228,632CorporateBondsEOYFMVAmt
Other Investments BOY$2,198,524OtherInvestmentsBOYAmt
Other Investments EOY$1,795,252OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,966,571OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,384LandBldgEquipCostOrOtherBssAmt
Land BOY$1,384LandBOYAmt
Land EOY$1,384LandEOYAmt
Land EOYFMV$1,384LandEOYFMVAmt
Other Assets BOY$36,080OtherAssetsBOYAmt
Other Assets EOY$36,080OtherAssetsEOYAmt
Other Assets EOYFMV$36,080OtherAssetsEOYFMVAmt
Total Assets BOY$45,895,013TotalAssetsBOYAmt
Total Assets EOY$39,007,704TotalAssetsEOYAmt
Total Assets EOYFMV$43,539,695TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$45,895,013RetainedEarningBOYAmt
Retained Earning EOY$39,007,704RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$45,895,013TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$39,007,704TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$45,895,013TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$39,007,704TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$45,895,013TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$35,825ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$45,859,188SubtotalAmt
Other Decreases$6,851,484OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$39,007,704TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDtHow AcquiredHowAcquiredCd
WELLS FARGO 9254$3,488,564$3,488,395$169$169
WELLS FARGO 9254$5,743,114$5,830,126-$87,012-$87,012
WELLS FARGO 9254$8,333$8,333$0$02017-03-312019-02-25
WELLS FARGO 9254$25,710$25,710$0$02017-03-312019-05-30
WELLS FARGO 9254$1,646$1,646$0$02019-01-142019-05-30
WELLS FARGO 9254$4,634$4,634$0$01959-01-012019-01-31
CAPITAL GAINS DIVIDENDS$9,933$9,933$9,933P
FieldValueIRS element (for citing)
Capital Gain Net Income-$76,910CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$12,237,910AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$24,654,095NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.496384DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,037,450AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$8,208,762NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.857310DistributionYr2Rt
Adjusted Qlfy Distri Yr3$3,366,064AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$7,297,246NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.461279DistributionYr3Rt
Adjusted Qlfy Distri Yr4$396,407AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,458,327NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.088914DistributionYr4Rt
Adjusted Qlfy Distri Yr5$256,350AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,554,856NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.056281DistributionYr5Rt
Total Distribution1.960168TotalDistributionRt
Average Distribution0.392034AverageDistributionRt
Net Vl Noncharitable Assets$42,963,798NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$16,843,270AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$8,123NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$16,851,393AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,067,787QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$16,245InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$16,245SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$16,245TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$617EsPenaltyAmt
Tax Due$16,862TaxDueAmt

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 StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDOLLIE COSTA DIRECTOR SECRETARYTIndividualWithBooksNm
Phone2395981156PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1868 102ND AVENUE NORTH SUITE 302AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34108ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LAURA L CLARK
868 102ND AVENUE NORTH SUITE 302NAPLESFL34108DIRECTOR, PRESIDENT3.00$0$0$0
ROBERT B CLARK
868 102ND AVENUE NORTH SUITE 302NAPLESFL34108DIRECTOR1.00$0$0$0
ELIZABETH L TAYLOR
868 102ND AVENUE NORTH SUITE 302NAPLESFL34108DIRECTOR, VICE PRESIDENT1.00$0$0$0
DOLLIE COSTA
868 102ND AVENUE NORTH SUITE 302NAPLESFL34108DIRECTOR, SECRETARY, TREAS14.00$90,560$0$0
LESLIE CLARK
868 102ND AVENUE NORTH SUITE 302NAPLESFL34108DIRECTOR1.00$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

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$38,208,568AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,409,501AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$43,618,069TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$43,618,069AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$654,271CashDeemedCharitableAmt
Net Vl Noncharitable Assets$42,963,798NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,148,190MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,148,190MinimumInvestmentReturnAmt
Tax Based On Investment Income$16,245TaxBasedOnInvestmentIncomeAmt
Total Tax$16,245TotalTaxAmt
Distributable Before Adj$2,131,945DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,131,945DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,131,945DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,067,787ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,067,787QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,067,787AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,131,945DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$22,261ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$177,541ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,002,522ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,637,066ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$11,089,171ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$20,928,561TotalExcessDistributionCyovAmt
Qualifying Distributions$2,067,787QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,067,787AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$64,158ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$64,158ExcessDistributionCyovAppCYAmt
Total Corpus$20,864,403TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$20,864,403ExcessDistriCyovToNextYrAmt
Excess From Year4$135,644ExcessFromYear4Amt
Excess From Year3$3,002,522ExcessFromYear3Amt
Excess From Year2$6,637,066ExcessFromYear2Amt
Excess From Year1$11,089,171ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACADEMY OF MUSIC PRODUCTION EDUCATION AND DEVELOPMENT
4425 GREENWOOD AVELOUISVILLEKY40211NONEPCCHARITABLE$15,000
BIG BROTHERS BIG SISTERS OF KENTUCKIANA
1519 GARDINER LANELOUISVILLEKY40218NONEPCCHARITABLE$24,000
BLESSINGS IN A BACKPACK
4121 SHELBYVILLE ROADLOUSIVILLEKY40207NONEPCCHARITABLE$20,000
BOYS & GIRLS CLUBS OF KENTUCKIANA
3900 CRITTENDEN DRIVELOUISVILLEKY40209NONEPCCHARITABLE$20,000
GRACE PLACE FOR CHILDREN AND FAMILIES
PO BOX 990531NAPLESFL34116NONEPCCHARITABLE$100,000
GULF COAST HIGH SCHOOL BAND AID CLUB
7878 SHARK WAYNAPLESFL34119NONEPCCHARITABLE$30,000
HOME OF THE INNOCENTS
1100 E MARKET STLOUISVILLEKY40206NONEPCCHARITABLE$100,000
LACES OF LOVE CHARITABLE FOUNDATION INC
1900 GULF SHORE BLVD NORTH UNIT 402NAPLESFL34102NONEPCCHARITABLE$15,000
MAKE-A-WISH MID SOUTH ARKANSAS
1780 MORIAH WOODS BLVD SUITE 10MEMPHISTN38117NONEPCCHARITABLE$80,000
MAKE-A-WISH OHIO KENTUCKY AND INDIANA
1230 LIBERTY BANK LANE SUITE 300LOUISVILLEKY40222NONEPCCHARITABLE$40,000
MAKE-A-WISH SOUTHERN FLORIDA
3655 BONITA BEACH ROADBONITA SPRINGSFL34134NONEPCCHARITABLE$60,000
MEALS OF HOPE INC
2221 CORPORATION BLVDNAPLESFL34109NONEPCCHARITABLE$84,000
NORTHSIDE NAPLES KIWANIS FOUNDATION
PO BOX 770060NAPLESFL34107NONEPCCHARITABLE$35,000
PACE CENTER FOR GIRLS INC COLLIER AT IMMOKALEE
160 N 1ST STIMMOKALEEFL34142NONEPCCHARITABLE$1,700
PAWS WITH PURPOSE
PO BOX 5458LOUISVILLEKY40255NONEPCCHARITABLE$15,000
RONALD MCDONALD HOUSE CHARITIES OF ARKANSAS
1501 W 10TH STLITTLE ROCKAR72202NONEPCCHARITABLE$150,000
THE SHELTER FOR ABUSED WOMEN & CHILDREN INC
PO BOX 10102NAPLESFL34101NONEPCCHARITABLE$138,841
LOUISVILLE LEOPARD PERCUSSIONISTS
PO BOX 3291LOUISVILLEKY40201NONEPCCHARITABLE$10,000
CENTERSTONE
3121 BROOKLAWN CAMPUS DRIVELOUISVILLEKY40218NONEPCCHARITABLE$20,000
DARE TO CARE FOOD BANK
PO BOX 35458LOUISVILLEKY40232NONEPCCHARITABLE$20,000
NEW HORIZONS OF SW FLORIDA
25300 BERNWOOD DR SUITE 7BONITA SPRINGSFL34135NONEPCCHARITABLE$90,000
ARKANSAS COMMUNITY FOUNDATION
5 ALLIED DRIVE SUITE 51110 BUILDINGLITTLE ROCKAR72202NONEPCCHARITABLE$350,0005 11TH FLOOR
CHILDREN'S HOSPITAL FOUNDATION
234 EAST GRAY ST SUITE 450LOUISVILLEKY40206NONEPCCHARITABLE$100,000
ST JOSEPH CHILDREN'S HOME
2823 FRANKFORT AVELOUISVILLEKY40206NONEPCCHARITABLE$100,000
THE CENTER FOR WOMEN AND FAMILIES
PO BOX 2048LOUSIVILLEKY40201NONEPCCHARITABLE$45,611
LOUISVILLE VISUAL ART INC
1538 LYTLE STLOUISVILLEKY40203NONEPCCHARITABLE$10,000
DAVID LAWRENCE MENTAL HEALTH CENTER INC
6075 BATHEY LNNAPLESFL34116NONEPCCHARITABLE$51,920
WEST END SCHOOL
3628 VIRGINIA AVELOUISVILLEKY40211NONEPCCHARITABLE$40,000
PICKUP THE BALL INC
3594 BROADWAY SUITE 130FORT MYERSFL33901NONEPCCHARITABLE$2,500
EXPONENT PHILANTHROPY
1720 N ST NWWASHINGTONDC20036NONEPCCHARITABLE$500
BLESSINGS IN A BACKPACK SW FL
PO BOX 61402FORT MYERSFL33906NONEPCCHARITABLE$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,794,072TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,078,454ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$76,910ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,001,544ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,001,544TotalIncomeProducingActyAmt

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID MICHAEL CLARK TRUST UAD 4-10-73BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1868 102ND AVENUE NORTH SUITE 302AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34108ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,260,624TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNOT REQUIRED.ExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOMEBondNm
EOY Book Value$11,802,907EOYBookValueAmt
EOYFMV$12,228,632EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIES AND MUTUAL FUNDSStockNm
EOY Book Value$19,715,105EOYBookValueAmt
EOYFMV$23,650,052EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemREAL ASSET FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,795,252BookValueAmt
EOYFMV$1,966,571EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DEPOSITS$3,980$3,980$3,980
RECEIVABLE FROM WOLVERINE$32,100$32,100$32,100

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT FOR 2018 GRANTDesc
Amt$6,851,484Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DOMAIN/WEB HOSTING$300$0$300
INSURANCE$4,626$0$4,626
INVESTMENT FEES$157,197$157,197$0
MAINTENANCE$1,746$0$1,746
MEMBERSHIP DUES$3,100$0$3,100
OFFICE CLEANING$6,323$0$6,323
OFFICE EXPENSE$18,846$0$18,846
OPERATING EXPENSE$14,593$0$14,593
POSTAGE$1,331$0$1,331
PROGRAM/GRANT MAKING EXPENSES$1,499$0$1,499
SUPPLIES$1,530$0$1,530
TAXES$48,936$0$48,936
TELEPHONE$4,953$0$4,953
UTILITIES$5,235$0$5,235
TRAINING/DEV EXPENSE$257$0$257

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$9,524Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$9,524DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID M CLARK TRUST UAD 4-10-73BusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1868 102ND AVENUE NORTH SUITE 302AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34108ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$27,729Amt
Net Investment Income$27,729NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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