SUSANNA PORTER & JAMES CLARK GIVING FUND: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SUSANNA PORTER & JAMES CLARK GIVING FUND (EIN 13-3489504)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-10
- IRS object ID
- 202043159349100224
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T16:30:07-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131655065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTZ AND CARR CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 551 FIFTH AVENUE SUITE 400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133489504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSANNA PORTER & JAMES CLARK GIVING FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUSA | BusinessNameControlTxt |
| Phone | 2126972299 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LEXINGTON AVENUE NO 7B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES M CLARK JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126972299 | PhoneNum |
| Signature | 2020-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN KELLY | PreparerPersonNm |
| PTIN | P00159766 | PTIN |
| Phone | 2126972299 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.142.140.186 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-09 | IPDt |
| IP Tm | 15:23:20 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9282BBA21F78057BF5DB8B5B525A5523E3669D39 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FFBA9E6785DFC183DE399F12D16023ACD5AA1736 | 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 | $7,164,914 | 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 | $2,151,989 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $87,134 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,134 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $87,134 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $65,805 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,717,794 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,197,834 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,304,928 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,284,968 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $87,134 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,100 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,100 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $39 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $39 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $600 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $46 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $554 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,839 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $85 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,100 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,654 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $275,319 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $275,319 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $280,158 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $85 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,100 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $277,973 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,024,770 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,284,883 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $85,034 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $53,054 | CashBOYAmt |
| Cash EOY | -$157,065 | CashEOYAmt |
| Cash EOYFMV | -$157,065 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $371,126 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,185,938 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,185,938 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,597,122 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,999,200 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,999,200 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,685,756 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,136,841 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,136,841 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,707,058 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,164,914 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,164,914 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,707,058 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,164,914 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,707,058 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,164,914 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,707,058 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,164,914 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,707,058 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,024,770 | ExcessRevenueOverExpensesAmt |
| Other Increases | $433,086 | OtherIncreasesAmt |
| Subtotal | $7,164,914 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,164,914 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,100 SHS IDEXX LABORATORIES | P | 2008-11-05 | 2019-07-15 | $310,482 | $20,351 | $290,131 | $290,131 |
| 2,000,000 US TREASURY BILL 07/11/19 | P | 2019-03-29 | 2019-07-11 | $2,000,000 | $2,000,000 | $0 | $0 |
| 600,000 US TREASURY BILL 08/22/19 | P | 2019-04-26 | 2019-08-23 | $600,000 | $600,000 | $0 | $0 |
| 2,300,000 US TREASURY BILL 09/12/19 | P | 2019-07-12 | 2019-09-12 | $2,300,000 | $2,300,000 | $0 | $0 |
| 355 SHS TIFFANY & CO. | P | 2008-11-05 | 2019-10-31 | $45,281 | $21,289 | $23,992 | $23,992 |
| 300 SHS TIFFANY & CO. | P | 2008-11-05 | 2019-10-31 | $38,273 | $17,967 | $20,306 | $20,306 |
| 300 SHS TIFFANY & CO. | P | 2008-11-05 | 2019-10-31 | $38,273 | $17,967 | $20,306 | $20,306 |
| 300 SHS TIFFANY & CO. | P | 2008-11-05 | 2019-10-31 | $38,266 | $17,992 | $20,274 | $20,274 |
| 200 SHS TIFFANY & CO. | P | 2008-11-05 | 2019-10-31 | $25,514 | $11,978 | $13,536 | $13,536 |
| 100 SHS TIFFANY & CO. | P | 2008-11-05 | 2019-10-31 | $12,758 | $5,989 | $6,769 | $6,769 |
| 600,000 US TREASURY BILL 11/22/19 | P | 2019-08-23 | 2019-11-22 | $600,000 | $600,000 | $0 | $0 |
| 2,000,000 US TREASURY BILL 12/12/19 | P | 2019-09-13 | 2019-12-12 | $2,000,000 | $2,000,000 | $0 | $0 |
| 4,200 SHS BRITISH AMERICAN TOBACCO | P | 2008-11-05 | 2019-12-16 | $163,338 | $119,106 | $44,232 | $44,232 |
| 400 SHS CANADIAN RESOURCES LTD | P | 2008-11-05 | 2019-12-16 | $12,080 | $5,591 | $6,489 | $6,489 |
| 140 SHS CANADIAN RESOURCES LTD | P | 2008-11-05 | 2019-12-16 | $4,228 | $1,957 | $2,271 | $2,271 |
| 2,857 SHS CRODA INTERNATIONAL | P | 2008-11-05 | 2019-12-16 | $182,219 | $76,232 | $105,987 | $105,987 |
| 3,800 SHS DENTSPLY SIRONA INC. | P | 2008-11-05 | 2019-12-16 | $215,847 | $90,496 | $125,351 | $125,351 |
| 200 SHS DENTSPLY SIRONA INC. | P | 2008-11-05 | 2019-12-16 | $11,362 | $4,556 | $6,806 | $6,806 |
| 1,127 SHS EMCOR GROUP INC. | P | 2008-11-05 | 2019-12-16 | $99,234 | $29,249 | $69,985 | $69,985 |
| 100 SHS EMCOR GROUP INC. | P | 2008-11-05 | 2019-12-16 | $8,855 | $2,962 | $5,893 | $5,893 |
| 100 SHS EMCOR GROUP INC. | P | 2008-11-05 | 2019-12-16 | $8,851 | $2,954 | $5,897 | $5,897 |
| 100 SHS EMCOR GROUP INC. | P | 2008-11-05 | 2019-12-16 | $8,849 | $2,958 | $5,891 | $5,891 |
| 100 SHS EMCOR GROUP INC. | P | 2008-11-05 | 2019-12-16 | $8,849 | $2,945 | $5,904 | $5,904 |
| 3,918 SHS TRIMBLE INC. | P | 2008-11-05 | 2019-12-16 | $157,868 | $68,251 | $89,617 | $89,617 |
| 500 SHS TRIMBLE INC. | P | 2008-11-05 | 2019-12-16 | $20,152 | $8,710 | $11,442 | $11,442 |
| 230 SHS TRIMBLE INC. | P | 2008-11-05 | 2019-12-16 | $9,267 | $4,007 | $5,260 | $5,260 |
| 10,000 SHS AT&T INC. | P | 2008-11-05 | 2020-02-24 | $384,293 | $257,111 | $127,182 | $127,182 |
| 5,000 SHS AT&T INC. | P | 2008-11-05 | 2020-02-24 | $191,846 | $128,555 | $63,291 | $63,291 |
| 3,920 SHS AT&T INC. | P | 2008-11-05 | 2020-02-24 | $150,564 | $100,787 | $49,777 | $49,777 |
| 1,000,000 US TREASURY BILL 03/05/20 | P | 2019-11-22 | 2020-03-05 | $1,000,000 | $1,000,000 | $0 | $0 |
| 2,000,000 US TREASURY BILL 04/02/20 | P | 2019-12-13 | 2020-04-02 | $2,000,000 | $2,000,000 | $0 | $0 |
| 1,000,000 US TREASURY BILL 06/04/20 | P | 2020-03-06 | 2020-06-04 | $1,000,000 | $1,000,000 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $71,245 | $71,245 | $71,245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,197,834 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $195,199 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,228,804 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046159 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $55,635 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,519,970 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.012309 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $37,761 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,246,276 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.016810 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $92,008 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,754,309 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.033405 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $75,337 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,871,764 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040249 | DistributionYr5Rt |
| Total Distribution | 0.148932 | TotalDistributionRt |
| Average Distribution | 0.029786 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,998,358 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $178,667 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,849 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $191,516 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $277,973 | 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 | $12,849 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,849 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,849 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,045 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,045 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,804 | 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 | NY | OrgReportOrRegisterStateCd |
| 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | KEVIN KELLY | IndividualWithBooksNm |
| Phone | 2126972299 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LUTZ AND CARR CPAS 551 FIFTH AVE | AddressLine1Txt |
| Address Line2 | STE 400 | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES M CLARK JR | ||||||||
| ONE LEXINGTON AVENUE APT 7B | NEW YORK | NY | 10010 | PRESIDENT | 0.75 | $0 | $0 | $0 |
| SUSANNA L PORTER | ||||||||
| ONE LEXINGTON AVENUE APT 7B | NEW YORK | NY | 10010 | VICE PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| ALEXANDRA P CLARK | ||||||||
| ONE LEXINGTON AVENUE APT 7B | NEW YORK | NY | 10010 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LANSING P CLARK | ||||||||
| ONE LEXINGTON AVENUE APT 7B | NEW YORK | NY | 10010 | DIRECTOR | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ORGANIZATION MAKES GRANTS AND CONTRIBUTIONS TO PRE-SELECTED 501(C)(3) ORGANIZATIONS. SEE PART XV FOR THE LIST OF GRANTS MADE DURING THE YEAR. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $4,530,138 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,559,566 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,089,704 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,089,704 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,346 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,998,358 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $299,918 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $299,918 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,849 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,849 | TotalTaxAmt |
| Distributable Before Adj | $287,069 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $287,069 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $287,069 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $277,973 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $277,973 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,849 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $265,124 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $287,069 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $204,622 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $277,973 | QualifyingDistributionsAmt |
| Applied To Year1 | $204,622 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $73,351 | 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 | $213,718 | 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 | JAMES M CLARK JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL FOR THE EAST END FOOD BANK | |||||||
| PO BOX 2183 | BRIDGEHAMPTON | NY | 11932 | NONE | 501(C)(3) | FOOD BANK | $500 |
| BAR HARBOR FOOD PANTRY | |||||||
| 36 MOUNT DESERT ST | BAR HARBOR | ME | 04609 | NONE | 501(C)(3) | FOOD BANK | $500 |
| CHILDRENS TUMOR FOUNDATION | |||||||
| 370 LEXINGTON AVE STE 2100 | NEW YORK | NY | 10017 | NONE | 501(C)(3) | HEALTH SERVICES | $258 |
| CLAMSHELL FOUNDATION | |||||||
| 29 MAIDSTONE AVE | EAST HAMPTON | NY | 11937 | NONE | 501(C)(3) | FOOD BANK | $500 |
| COLLEGE OF THE ATLANTIC | |||||||
| 105 EDEN STREET | BAR HARBOR | ME | 04609 | NONE | 501(C)(3) | EDUCATIONAL PROGRAM | $2,500 |
| CORNELL LABORATORY OF ORNITHOLOGY | |||||||
| 159 SAPSUCKER WOODS ROAD | ITHACA | NY | 14850 | NONE | 501(C)(3) | EDUCATION PROGRAM | $300 |
| DREAMCATCHER WILD HORSE & BURRO SANCTUARY | |||||||
| 528-125 MITCHELL ROAD | TERMO | CA | 96132 | NONE | 501(C)(3) | ANIMAL RESCUE | $100 |
| EQUINE VOICES RESCUE & SANCTUARY | |||||||
| PO BOX 1685 | GREEN VALLEY | AZ | 85622 | NONE | 501(C)(3) | ANIMAL RESCUE | $100 |
| FEEDING AMERICA | |||||||
| 35 EAST WACKER DRIVE SUITE 2000 | CHICAGO | IL | 60601 | NONE | 501(C)(3) | FOOD BANK | $1,500 |
| FIDELITY CHARITABLE GIFT TRUST | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | 501(C)(3) | CHARITABLE-DONOR ADVISED FUND | $200,000 |
| FRIENDS OF ACADIA | |||||||
| 43 COTTAGE STREET | BAR HARBOR | ME | 04609 | NONE | 501(C)(3) | ENVIRONMENTAL | $2,500 |
| GLOBALGIVING | |||||||
| 1110 VERMONT AVE NW STE 550 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | ENVIRONMENTAL | $1,183 |
| GRAMENCY PARK BLOCK ASSOCIATION | |||||||
| 34 GRAMERCY PARK E | NEW YORK | NY | 10003 | NONE | 501(C)(3) | ENVIRONMENTAL | $2,500 |
| HARVARD BUSINESS SCHOOL | |||||||
| SOLDIERS FLELD | BOSTON | MA | 02163 | NONE | 501(C)(3) | EDUCATION PROGRAM | $300 |
| ISLAND INSTITUTE | |||||||
| 386 MAIN STREET | ROCKLAND | ME | 04841 | NONE | 501(C)(3) | ENVIRONMENTAL | $2,500 |
| MAINE PUBLIC RADIO | |||||||
| 1450 LISBON ST | LEWISTON | ME | 04240 | NONE | 501(C)(3) | PUBLIC BROADCASTING | $1,000 |
| MT DESERT LAND AND GARDEN PRESERVE | |||||||
| 92 COOKSEY DR | SEAL HARBOR | ME | 04675 | NONE | 501(C)(3) | ENVIRONMENTAL | $5,000 |
| MUNICIPAL ART SOCIETY | |||||||
| 488 MADISON AVE STE 1900 | NEW YORK | NY | 10022 | NONE | 501(C)(3) | ARTS | $5,000 |
| NATIONAL DOWN SYNDROME SOCIETY | |||||||
| 8 E 41ST ST 8TH FL | NEW YORK | NY | 10017 | NONE | 501(C)(3) | HEALTH SERVICES | $104 |
| NEIGHBORHOOD HOUSE | |||||||
| 619 LEXINGTON AVE | NEW YORK | NY | 10022 | NONE | 501(C)(3) | FAMILY SERVICES PROGRAM | $500 |
| NETWORK FOR GOOD | |||||||
| 1140 CONNECTICUIT AVE NW 700 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | FAMILY SERVICES PROGRAM | $515 |
| NEW YORK PRESBYTERIAN HOSPITAL | |||||||
| 5141 BROADWAY | NEW YORK | NY | 10034 | NONE | 501(C)(3) | HOSPITAL SUPPORT | $1,000 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST STE 8 | NEW YORK | NY | 10013 | NONE | 501(C)(3) | PUBLIC BROADCASTING | $500 |
| NO BULLY | |||||||
| 1012 TORNEY AVE | SAN FRANCISCO | CA | 94129 | NONE | 501(C)(3) | FAMILY SERVICES PROGRAM | $1,000 |
| NORTHEAST HARBOR AMBULANCE SERVICE | |||||||
| 21 SEA ST | NORTHEAST HARBOR | ME | 04662 | NONE | 501(C)(3) | HEALTH SERVICES | $250 |
| NORTHEAST HARBOR LIBRARY | |||||||
| 1 JOY RD | NORTHEAST HARBOR | ME | 04662 | NONE | 501(C)(3) | EDUCATIONAL | $1,000 |
| NYC BALLET | |||||||
| 20 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | 501(C)(3) | ARTS | $3,500 |
| PAUL TAYLOR DANCE FOUNDATION | |||||||
| 551 GRAND STREET | NEW YORK | NY | 10002 | NONE | 501(C)(3) | ARTS | $125 |
| PRINCETON UNIVERSITY | |||||||
| PRINCETON UNIVERSITY | PRINCETON | NJ | 08544 | NONE | 501(C)(3) | EDUCATIONAL PROGRAM | $10,155 |
| RED CROSS | |||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | HEALTH SERVICES | $174 |
| ST BALDRICK'S FOUNDATION | |||||||
| 1333 SOUTH MAYFLOWER AVENUE | MONROVIA | CA | 91016 | NONE | 501(C)(3) | SUPPORT FOR CANCER PATIENTS | $100 |
| SUMMER RESIDENTS ASSOCIATION - TOWN OF MOUNT DERSERT INC | |||||||
| PO BOX 142 | NORTHEAST HARBOR | ME | 04662 | NONE | 501(C)(3) | ENVIRONMENTAL | $250 |
| THE BAIL PROJECT | |||||||
| PO BOX 750 | VENICE | CA | 90294 | NONE | 501(C)(3) | FAMILY SERVICES PROGRAM | $1,012 |
| THE CARNEGIE HALL SOCIETY | |||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | NONE | 501(C)(3) | CULTURAL PROGRAM | $5,500 |
| THE CENTER FOR FICTION | |||||||
| 15 LAFAYETTE AVE | BROOKLYN | NY | 11217 | NONE | 501(C)(3) | EDUCATION PROGRAM | $15,000 |
| THE FRESH AIR FUND | |||||||
| 663 3RD AVE 14TH FLOOR | NEW YORK | NY | 10017 | NONE | 501(C)(3) | CHILDREN'S SERVICES | $500 |
| THE NATURE CONSERVANCY | |||||||
| 265 CHESTNUT RIDGE ROAD | MOUNT KISCO | NY | 10549 | NONE | 501(C)(3) | ENVIRONMENTAL | $125 |
| UNIVERSITY OF PENNSYVANIA | |||||||
| 1 COLLEGE HALL ROOM 1 | PHILADELPHIA | PA | 19104 | NONE | 501(C)(3) | EDUCATION PROGRAM | $5,000 |
| WNET THIRTEEN | |||||||
| 825 8TH AVE | NEW YORK | NY | 10019 | NONE | 501(C)(3) | PUBLIC TELEVISION | $2,500 |
| WORLDREADER | |||||||
| 1211 FOLSOM ST 4TH FLOOR | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) | EDUCATION PROGRAM | $268 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $275,319 | 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 | $87,134 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $65,805 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $152,939 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $152,939 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAMES M CLARK JR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TWEEDY BROWNE CO 1 STATION PLAC | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,151,989 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,100 SHS IDEXX LABORATORIES INC. | $310,783 | 2019-07-10 |
| 1 | 1,555 SHS TIFFANY & CO. | $201,715 | 2019-10-28 |
| 1 | 540 SHS CANADIAN NATURAL RESOURCES LTD. | $15,071 | 2019-11-18 |
| 1 | 4,000 SHS DENTSPLY SIRONA INC. | $225,560 | 2019-11-18 |
| 1 | 1,527 SHS EMCOR GROUP INC. | $137,369 | 2019-11-18 |
| 1 | 4,648 SHS TRIMBLE INC. | $182,992 | 2019-11-29 |
| 1 | 4,200 SHS BRITISH AMERICAN TOBACCO | $165,598 | 2019-12-10 |
| 1 | 2,857 SHS CRODA INTERNATIONAL | $182,400 | 2019-12-10 |
| 1 | 18,920 SHS AT&T | $730,501 | 2020-02-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,100 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,100 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEQUOIA FUND | $1,554,954 | $1,554,954 |
| SPDR S&P 500 ETF TRUST UNIT SER 1 S&P | $1,581,887 | $1,581,887 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,999,200 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,999,200 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $46 | $46 | $0 | $0 |
| NYS REGISTRATION FEE | $250 | $0 | $0 | $250 |
| DELAWARE REGISTRATION FEE | $304 | $0 | $0 | $304 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $433,086 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $39 | Amt |
| Net Investment Income | $39 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments