CLARK FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CLARK FAMILY FOUNDATION (EIN 20-1658721)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-01
- IRS object ID
- 202012759349100216
- Schema version
- 2019v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-01T16:06:11-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814514658 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTTMUND CHEEK HYLE & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1750 LINCOLN HIGHWAY EAST | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201658721 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLARK FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 7174265200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1475 RIVER ROAD | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17547 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MERRELL F CLARK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7174265200 | PhoneNum |
| Signature | 2020-09-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY S HYLE | PreparerPersonNm |
| PTIN | P00417465 | PTIN |
| Phone | 7172995291 | PhoneNum |
| Preparation | 2020-09-21 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.101.92.190 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-01 | IPDt |
| IP Tm | 16:06:11 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E9F90CC91E47AC91B42CFFCBE05743E794A2F228 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | ABA03D5F1012F29F80D610E830A17A5B220C6A65 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,154,953 | 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 | $590,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $33,132 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33,132 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $207,888 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $207,888 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $177,215 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,592,495 | GrossSalesPriceAmt |
| Total Rev And Expnss | $1,008,235 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $241,020 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,987 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $45,706 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,706 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,963 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,963 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $19,556 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $71,212 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,669 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $577,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $577,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $648,362 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,669 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $577,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $359,873 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $192,351 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $592,252 | CashBOYAmt |
| Cash EOY | $607,560 | CashEOYAmt |
| Cash EOYFMV | $607,560 | CashEOYFMVAmt |
| Other Investments BOY | $6,398,648 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,544,516 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,544,516 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,466 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,877 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,877 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,995,366 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,154,953 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,154,953 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,179,848 | CapitalStockBOYAmt |
| Retained Earning BOY | $815,518 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,154,953 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,995,366 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,154,953 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,995,366 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,154,953 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,995,366 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $359,873 | ExcessRevenueOverExpensesAmt |
| Other Increases | $799,714 | OtherIncreasesAmt |
| Subtotal | $8,154,953 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,154,953 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $537,036 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,943,846 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.077340 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $448,350 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,586,548 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068071 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $499,205 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,072,261 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.082211 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $442,750 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,940,801 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.074527 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $461,575 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,957,688 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.077476 | DistributionYr5Rt |
| Total Distribution | 0.379625 | TotalDistributionRt |
| Average Distribution | 0.075925 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,233,679 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $549,217 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,924 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $551,141 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $577,150 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,924 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,924 | SubtotalAmt |
| Tax Based On Investment Income | $1,924 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,877 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,877 | TotalPaymentsAndCreditsAmt |
| Overpayment | $953 | OverpaymentAmt |
| Applied To ES Tax | $953 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NOT APPLICABLE | WebsiteAddressTxt |
| Individual With Books | JEFFREY S CLARK | IndividualWithBooksNm |
| Phone | 7174265200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 918 HIGHMEADOW COURT | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| MERRELL F CLARK | ||||||||
| 37 DEER FORD DRIVE | LANCASTER | PA | 17601 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| DORIS D CLARK | ||||||||
| 37 DEER FORD DRIVE | LANCASTER | PA | 17601 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| JENNIFER C HESSINGER | ||||||||
| 934 CENTERVILLE ROAD | LANCASTER | PA | 17601 | TREASURER | 000.00 | $0 | $0 | $0 |
| MARK C HESSINGER | ||||||||
| 934 CENTERVILLE ROAD | LANCASTER | PA | 17601 | ASST TREASUR | 000.00 | $0 | $0 | $0 |
| ANN M CLARK | ||||||||
| 918 HIGHLAND COURT | LANCASTER | PA | 17601 | SECRETARY | 000.00 | $0 | $0 | $0 |
| JEFFREY S CLARK | ||||||||
| 918 HIGHLAND COURT | LANCASTER | PA | 17601 | ASST SECRETA | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,205,205 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $134,960 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,672 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,343,837 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,343,837 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $110,158 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,233,679 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $361,684 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $361,684 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,924 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,924 | TotalTaxAmt |
| Distributable Before Adj | $359,760 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $359,760 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $359,760 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $577,150 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $577,150 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,924 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $575,226 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $359,760 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $169,865 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $148,778 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $198,682 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $122,544 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $193,022 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $832,891 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $577,150 | QualifyingDistributionsAmt |
| Applied To Current Year | $359,760 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $217,390 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,050,281 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $169,865 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $880,416 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $148,778 | ExcessFromYear4Amt |
| Excess From Year3 | $198,682 | ExcessFromYear3Amt |
| Excess From Year2 | $122,544 | ExcessFromYear2Amt |
| Excess From Year1 | $193,022 | ExcessFromYear1Amt |
| Excess From Current Year | $217,390 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MERRELL F CLARK | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFREY S CLARK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1475 RIVER ROAD | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17547 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7174265200 | RecipientPhoneNum |
| Form And Info And Materials | A LETTER WITH ANY RELEVANT INFORMATION ASSOCIATED WITH THE REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AARON'S ACRES | |||||||
| 1861 CHARTER LANE 114 | LANCASTER | PA | 17601 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $5,000 |
| BOYS AND GIRLD CLUB | |||||||
| 116 S WATER ST | LANCASTER | PA | 17603 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $20,000 |
| CASA | |||||||
| PO BOX 6293 | LANCASTER | PA | 17607 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $80,000 |
| CHRIST'S HOME FOR CHILDREN | |||||||
| PO BOX 308 | PARADISE | PA | 17562 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $75,000 |
| GIRLS ON THE RUN | |||||||
| 3339 WARD STREET | PITTSBURGH | PA | 15213 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $10,000 |
| LANCASTER CNTY CHILDREN'S ALLIANCE | |||||||
| 628 NORTH DUKE ST | LANCASTER | PA | 17602 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $10,000 |
| LANCASTER EARLY EDUCATION CENTER | |||||||
| 150 S QUEEN ST | LANCASTER | PA | 17603 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $127,000 |
| LANCASTER PUBLIC LIBRARY | |||||||
| 124 NORTH DUKE ST | LANCASTER | PA | 17602 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $60,425 |
| LANCASTER SCIENCE FACTORY | |||||||
| 454 NEW HOLLAND AVE | LANCASTER | PA | 17602 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $24,500 |
| MOM'S HOUSE | |||||||
| 415 SOUTH QUEEN ST | LANCASTER | PA | 17602 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $5,000 |
| MUSSER FOUNDATION | |||||||
| 300 STEVENS ROAD | STEVENS | PA | 17578 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $30,000 |
| PENN STATE FOUR DIAMONDS FUND | |||||||
| PO BOX 852 | HERSHEY | PA | 17033 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $500 |
| SCHREIBER PEDIATRIC REHAB | |||||||
| 625 COMMUNITY WAY | LANCASTER | PA | 17603 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $10,725 |
| SOUTHEAST LANCASTER HEALTH SERVICES | |||||||
| 304 NORTH WATER ST | LANCASTER | PA | 17603 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $15,000 |
| TENNIS CENTRAL | |||||||
| 918 HIGHMEADOW COURT | LANCASTER | PA | 17601 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $25,500 |
| UNITED DISABLITIES SERVICES | |||||||
| 1901 OLDE HOMESTEAD LANE | LANCASTER | PA | 17601 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $70,000 |
| SNIDER HOCKEY | |||||||
| 3601 SOUTH BROAD ST | PHILADELPHIA | PA | 19148 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $2,500 |
| THE MIX AT ARBOR PLACE | |||||||
| 520 NORTH ST | LANCASTER | PA | 17602 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $5,000 |
| LONG COVE COMMUNITY ENDOWMENT FUND | |||||||
| PO BOX 23019 | HILTON HEAD | SC | 29925 | NOT APPICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $577,150 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $33,132 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $207,888 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $177,215 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $418,235 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $418,235 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | EARNINGS PROVIDE FUNDS TO CONTRIBUTE TO CHARITABLE ORG | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | MERRELL F CLARK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 DEER FORD DRIVE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $590,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCT - ROTTMUND, CHEEK, HYLE & C | CategoryTxt |
| Amt | $2,987 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| NEW SQUARE CAPITAL FI FOCUS | PURCHASE | 2019-12 | $447,160 | $463,841 | -$16,681 |
| NEW SQUARE CAPITAL DIVIDEND FOCUS | PURCHASE | 2019-12 | $532,724 | $412,154 | $120,570 |
| FULTON FINANCIAL ADVISORS 01-0 | PURCHASE | 2019-12 | $1,221,718 | $1,154,965 | $66,753 |
| FULTON FINANCIAL ADVISORS 02-8 | PURCHASE | 2019-12 | $390,893 | $384,320 | $6,573 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FULTON FINANCIAL ADVISORS | FMV | $3,924,099 | $3,924,099 |
| FS ENERGY & POWER FD | FMV | $165,765 | $165,765 |
| FS INVESTMENT CORP II | FMV | $235,030 | $235,030 |
| MERRILL LYNCH 0409 | FMV | $761,165 | $761,165 |
| MERRILL LYNCH 0579 | FMV | $2,458,457 | $2,458,457 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX DEPOSITS | Desc |
| BOY Book Value | $4,466 | BOYBookValueAmt |
| EOY Book Value | $2,877 | EOYBookValueAmt |
| EOYFMV | $2,877 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK CHARGES | $56 |
| INSURANCE | $18,000 |
| DUES AND MEMBERSHIPS | $1,500 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $799,714 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER INVESTMENT FEES | CategoryTxt |
| Amt | $45,706 | Amt |
| Net Investment Income | $45,706 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MERRILL CLARK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 DEER FORD RD | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990 PF EXCISE | $1,589 | $1,589 |
| FOREIGN TAXES | $1,374 | $1,374 |
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