THE CLARK FMILY PRVT FNDTION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE CLARK FMILY PRVT FNDTION INC (EIN 77-0607976)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-05
- IRS object ID
- 202033109349100348
- 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
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-05T14:43:07-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132792165 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BESSEMER TRUST CO NA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 5TH AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101110333 | 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 | 770607976 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLARK FAMILY PRIVATE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 5165089623 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO BESSEMER TRUST1225 FRANKLIN AV | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J PHILIP CLARK | PersonNm |
| Person Title | VP/DIR/SEC | PersonTitleTxt |
| Phone | 5165089623 | PhoneNum |
| Signature | 2020-11-05 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Bernard LaBelle | PreparerPersonNm |
| PTIN | P00665446 | PTIN |
| Phone | 2127089100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 198.160.34.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-05 | IPDt |
| IP Tm | 15:39:26 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 722839DA9D65C1B2546B575D62AC486DAC2A3B61 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 722839DA9D65C1B2546B575D62AC486DAC2A3B61 | 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 | $5,650,071 | 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 | $1,200 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $213,835 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $213,835 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $447,581 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,011,246 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $447,581 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $255,327 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $57,173 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $917,943 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $718,589 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $34,104 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $34,104 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $34,590 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,337 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $24,254 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,092 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $92 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $175 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $70,961 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,579 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $58,383 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $197,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $197,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $268,061 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,579 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $255,483 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $649,882 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $708,010 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,133 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $277,492 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $125,233 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $125,233 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,829,753 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,506,849 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,671,579 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $545,086 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,536,429 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,586,937 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,249,813 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,414,724 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,266,322 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,915,277 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,583,235 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,650,071 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $5,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,915,277 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,578,235 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,915,277 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,578,235 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,915,277 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,583,235 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,915,277 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $649,882 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,076 | OtherIncreasesAmt |
| Subtotal | $5,578,235 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,578,235 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITY | P | $507,641 | $493,021 | $14,620 | $14,620 |
| PUBLICLY TRADED SECURITY | P | $3,398,898 | $3,070,644 | $328,254 | $328,254 |
| LITIGATION | P | $85 | $85 | $85 | |
| Capital Gains Dividends | P | $104,622 | $104,622 | $104,622 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $447,581 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $262,708 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,193,453 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050584 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $242,688 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,056,115 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047999 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $259,116 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,918,445 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052683 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $260,428 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,248,119 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049623 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $152,298 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,332,827 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.028559 | DistributionYr5Rt |
| Total Distribution | 0.229448 | TotalDistributionRt |
| Average Distribution | 0.045890 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,370,721 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $246,462 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,080 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $253,542 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $255,483 | 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 | $7,080 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,080 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,080 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,212 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,212 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,868 | 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 | 0 | 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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | 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 | BESSEMER TRUST COMPANY | IndividualWithBooksNm |
| Phone | 5165089623 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 FRANKLIN AVENUE SUITE 500 | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (8 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ASHLEY CLARK | |||||||||
| C/O BESSEMER TRUST COMPANY 630 | FIFTH AVENUE | NEW YORK | NY | 10111 | VP / DIR | 1.00 | $0 | $0 | $0 |
| DEBORAH CLARK | |||||||||
| C/O BESSEMER TRUST COMPANY 630 | FIFTH AVENUE | NEW YORK | NY | 10111 | VP / DIR | 1.00 | $0 | $0 | $0 |
| ISOLDA CLARK | |||||||||
| C/O BESSEMER TRUST COMPANY 630 | FIFTH AVENUE | NEW YORK | NY | 10111 | PRES / DIR | 40.00 | $34,104 | $0 | $0 |
| J PHILIP CLARK | |||||||||
| C/O BESSEMER TRUST COMPANY 630 | FIFTH AVENUE | NEW YORK | NY | 10111 | VP / SEC / DIR | 1.00 | $0 | $0 | $0 |
| JANICE CLARK | |||||||||
| C/O BESSEMER TRUST COMPANY 630 | FIFTH AVENUE | NEW YORK | NY | 10111 | VP / DIR | 30.00 | $0 | $0 | $0 |
| JP CLARK | |||||||||
| C/O BESSEMER TRUST COMPANY 630 | FIFTH AVENUE | NEW YORK | NY | 10111 | VP / DIR | 1.00 | $0 | $0 | $0 |
| KENNER L CLARK | |||||||||
| C/O BESSEMER TRUST COMPANY 630 | FIFTH AVENUE | NEW YORK | NY | 10111 | VP / DIR | 1.00 | $0 | $0 | $0 |
| ELIZABETH FULLER | |||||||||
| C/O BESSEMER TRUST COMPANY 630 | FIFTH AVENUE | NEW YORK | NY | 10111 | VP / DIR | 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 | $3,696,532 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $438,808 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,317,169 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,452,509 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,452,509 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,788 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,370,721 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $268,536 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $268,536 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,080 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,080 | TotalTaxAmt |
| Distributable Before Adj | $261,456 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $261,456 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $261,456 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $255,483 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $255,483 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,080 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $248,403 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $261,456 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $238,855 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $255,483 | QualifyingDistributionsAmt |
| Applied To Year1 | $238,855 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,628 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $244,828 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DEBORAH CLARK | ContributingManagerNm |
| Contributing Manager | J PHILIP CLARK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BRANDON STEWART | |||||||||||
| 17851 VALLEY VISTA BLVD | ENCINO | CA | 91316 | NONE | INDIVIDUAL | HARDSHIP ASSISTANCE GRANT | $2,500 | ||||
| CAMBRIDGE 360 INC | |||||||||||
| 231 SWEET RD | CAMBRIDGE | VT | 054449803 | N/A | PUBLIC CHARITY | GENERAL SUPPORT TO CAMBRIDGE COMMUNITY CENTER | $2,000 | ||||
| CATHERINE SPARE | |||||||||||
| PO BOX 16471 | ENCINO | CA | 91416 | NONE | INDIVIDUAL | HARDSHIP ASSISTANCE GRANT | $2,500 | ||||
| CHILD CRISIS ARIZONA | |||||||||||
| 817 N COUNTRY CLUB DRIVE | MESA | AZ | 85201 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | ||||
| DAMON RUNYON CANCER RESEARCH FOUNDATION | |||||||||||
| 55 BROADWAY SUITE 302 | NEW YORK | NY | 10006 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,600 | ||||
| DANA-FARBER CANCER INSTITUTE INC | |||||||||||
| 20 WINTERSET LANE | SIMSBURY | CT | 06070 | N/A | PUBLIC CHARITY | TEAM CRUS II TOUR | $250 | ||||
| ESSEX ALLIANCE CHURCH OF THE CHRISTIAN MISSIONARY ALLIANCE | |||||||||||
| 36 OLD STAGE RD | ESSEX JCT | VT | 054522509 | N/A | PUBLIC CHARITY | CHILDREN'S MINISTRIES | $3,000 | ||||
| FLAGLER BEACH FIRST BAPTIST CHURCH | |||||||||||
| 1101 S FLAGLER DR | WEST PALM BEACH | FL | 334016501 | N/A | PUBLIC CHARITY | RELENTLESS PURSUIT CAMPAIGN - WEST PALM BEACH CAMPUS | $5,000 | ||||
| FRIENDS OF TEEN RANCH FOUNDATION INC | |||||||||||
| N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | PO BOX 77 | CALEDON VILLAGE | ONTARIO | CA | ||||
| JENNIFER AND ERIC ROCH | |||||||||||
| 2008 LONELY LN / PO BOX 716 | MOSIER | OR | 97040 | NONE | INDIVIDUAL | MEDICAL HARDSHIP GRANT | $3,000 | ||||
| JONATHANS LANDING CARES INC | |||||||||||
| 15823 CAPTAIN KIRLE DRIVE | JUPITER | FL | 33477 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | ||||
| JUPITERFIRST CHURCH INC | |||||||||||
| 1475 INDIAN CREEK PKWY | JUPITER | FL | 334588202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | ||||
| LOGGERHEAD MARINELIFE CENTER | |||||||||||
| 14200 US HIGHWAY ONE | JUNO BEACH | FL | 33408 | N/A | PUBLIC CHARITY | CENTER FOR CONSERVATION | $3,000 | ||||
| MALTZ JUPITER THEATRE INC | |||||||||||
| 1001 E INDIANTOWN RD | JUPITER | FL | 334775110 | N/A | PUBLIC CHARITY | CONSERVATORY | $2,000 | ||||
| MALTZ JUPITER THEATRE INC | |||||||||||
| 1001 E INDIANTOWN RD | JUPITER | FL | 334775110 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $39,500 | ||||
| MALTZ JUPITER THEATRE INC | |||||||||||
| 1001 E INDIANTOWN RD | JUPITER | FL | 334775110 | N/A | PUBLIC CHARITY | 2019 GRANT FOR BELIEVE CAMPAIGN | $70,000 | ||||
| MATTHEW MARINO | |||||||||||
| 10844 OTSEGO STREET | N HOLLYWOOD | CA | 91601 | NONE | INDIVIDUAL | HARDSHIP ASSISTANCE GRANT | $2,500 | ||||
| MORYS PRESERVATION INC | |||||||||||
| 306 YORK ST | NEW HAVEN | CT | 065113627 | N/A | PUBLIC CHARITY | CAPITAL CAMPAIGN | $500 | ||||
| MY CLINIC INC | |||||||||||
| 411 W INDIANTOWN RD | JUPITER | FL | 334583538 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | ||||
| PROJECT SUNSHINE INC | |||||||||||
| 211 E 43RD ST RM 401 | NEW YORK | NY | 100178619 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | ||||
| RENEWAL COALITION INC | |||||||||||
| 88 W RIVERSIDE DR | JUPITER | FL | 334692960 | N/A | PUBLIC CHARITY | HELPING HEROS | $2,000 | ||||
| RENEWAL COALITION INC | |||||||||||
| 88 W RIVERSIDE DR | JUPITER | FL | 334692960 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | ||||
| SAXON HILL SCHOOL INC | |||||||||||
| PO BOX 68 | JERICHO | VT | 05465 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | ||||
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 381053678 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | ||||
| TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS | |||||||||||
| 3033 WILSON BLVD STE 630 | ARLINGTON | VA | 222013865 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | ||||
| TRUSTEES OF UNION COLLEGE | |||||||||||
| 807 UNION ST | SCHENECTADY | NY | 123083256 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | ||||
| TRUSTEES OF WESTMINSTER SCHOOL INC | |||||||||||
| 995 HOPMEADOW STREET | SIMSBURY | CT | 06070 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | ||||
| UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED | |||||||||||
| 2390 ALUMNI DRIVE UNIT 3206 | STORRS | CT | 06269 | N/A | PUBLIC CHARITY | NEAG SCHOOL OF EDUCATION | $10,000 | ||||
| YALE UNIVERSITY | |||||||||||
| PO BOX 2038 | NEW HAVEN | CT | 065212038 | N/A | PUBLIC CHARITY | YALE HOCKEY ASSOCIATION | $10,000 | ||||
| YALE UNIVERSITY | |||||||||||
| PO BOX 2038 | NEW HAVEN | CT | 065212038 | N/A | PUBLIC CHARITY | HOPPER COLLEGE STUDENT EMERGENCIES FUND | $2,500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $197,100 | 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 | $213,835 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $255,327 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $447,581 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $916,743 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $916,743 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | OW FIXED INCOME FUND | BondNm |
| EOY Book Value | $1,536,429 | EOYBookValueAmt |
| EOYFMV | $1,586,937 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OW MULTI-ASSET OPPS FUNDS | $581,317 | $600,109 |
| OW ALL CAP CORE FUNDS | $560,495 | $604,545 |
| OW SMALL CAP STRATEGIES FUNDS | $327,754 | $345,911 |
| OW LARGE CAP STRATEGIES FUNDS | $1,037,283 | $1,121,014 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FM FIFTH AVENUE FUND, LTD. | AT COST | $250,000 | $379,070 |
| PHOENIX CAPITAL REALTY FUND V | AT COST | $6,866 | $143,405 |
| PHOENIX FUND VI BLOCKER LLC | AT COST | $625,306 | $325,281 |
| PHOENIX FUND VII BLOCKER LLC | AT COST | $246,245 | $119,698 |
| PHOENIX REAL ESTATE FUND VIII, LP | AT COST | $233,544 | $246,105 |
| PHOENIX REAL ESTATE FUND IX LP | AT COST | $52,763 | $52,763 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WIRE FEE | $150 | $150 | $0 |
| STATE FILING FEE | $25 | $0 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PHOENIX CAPITAL REALTY FUND V | $57,173 | $57,173 | $57,173 |
| PHOENIX FUND VI BLOCKER LLC | $89,820 | $0 | $89,820 |
| PHOENIX FUND VII BLOCKER LLC | $103,705 | $0 | $103,705 |
| BESSEMER TRUST | $4,629 | $0 | $4,629 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $13,068 |
| TRUNCATION | $8 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BESSEMER TRUST | $8,917 | $0 | $8,917 |
| BESSEMER TRUST | $5,000 | $0 | $5,000 |
| NEUBERGER BERMAN | $210 | $105 | $105 |
| PHOENIX CAPITAL REALTY FUND V | $3,071 | $1,536 | $1,536 |
| PHOENIX REAL ESTATE FUND VIII | $3,548 | $1,774 | $1,774 |
| PHOENIX REAL ESTATE FUND IX | $13,844 | $6,922 | $6,922 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $92 | $92 | $0 |
| ESTIMATED TAX PAYMENTS | $2,000 | $0 | $0 |
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