SUSANNA PORTER & JAMES CLARK GIVING FUND: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SUSANNA PORTER & JAMES CLARK GIVING FUND (EIN 13-3489504)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-02-15
- IRS object ID
- 201930469349100808
- Schema version
- 2017v2.3
- 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 | 2019-02-15T14:18:11-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | 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 | 2017-07-01 | 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 | TWEEDY BROWNE1 STATION PL NO 5TH | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES M CLARK JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126972299 | PhoneNum |
| Signature | 2019-02-15 | 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 | 2019-02-15 | IPDt |
| IP Tm | 14:13:38 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FFBA9E6785DFC183DE399F12D16023ACD5AA1736 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FFBA9E6785DFC183DE399F12D16023ACD5AA1736 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,642,668 | 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 | $95,410 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,137 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,137 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,133 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,133 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,819 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,105,456 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $547,258 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $117,861 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $575,528 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,550 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $673 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,030 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $101 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $929 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,803 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,651 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,479 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $53,156 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $53,156 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,959 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,651 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,635 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $59,902 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $573,877 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,294 | CashBOYAmt |
| Cash EOY | $61,333 | CashEOYAmt |
| Cash EOYFMV | $61,333 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,021,744 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,379,050 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,379,050 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,097,599 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,097,599 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $484,260 | CorporateStockBOYAmt |
| Corporate Stock EOY | $104,686 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $104,686 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,535,298 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,642,668 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,642,668 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,535,298 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,642,668 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,535,298 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,642,668 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,535,298 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,642,668 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,535,298 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $59,902 | ExcessRevenueOverExpensesAmt |
| Other Increases | $47,468 | OtherIncreasesAmt |
| Subtotal | $4,642,668 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,642,668 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3,000 SHARES IDEXX LABS | D | 2008-11-05 | 2017-07-27 | $507,248 | $49,739 | $457,509 | $457,509 |
| 1,085 SHARES SCRIPPS NETWORKS INTERACTIVE INC. | D | 2008-11-05 | 2018-03-08 | $97,652 | $8,459 | $89,193 | $89,193 |
| US TREASURY BILL 4/26/18 | P | 2018-02-22 | 2018-04-26 | $1,300,000 | $1,300,000 | $0 | $0 |
| US TREASURY NOTE 0.625% 4/30/18 | P | 2018-02-16 | 2018-04-26 | $1,000,000 | $1,000,000 | $0 | $0 |
| US TREASURY BILL 10/12/17 | P | 2017-07-19 | 2017-10-12 | $1,400,000 | $1,400,000 | $0 | $0 |
| US TREASURY BILL 4/12/18 | P | 2018-02-22 | 2018-04-12 | $800,000 | $800,000 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $556 | $556 | $556 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $547,258 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $37,761 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,246,276 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.016810 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $92,008 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,754,309 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.033405 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $75,337 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,871,764 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040249 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $35,967 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $737,446 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048772 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $28,844 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $318,650 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.090519 | DistributionYr5Rt |
| Total Distribution | 0.229755 | TotalDistributionRt |
| Average Distribution | 0.045951 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,519,970 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $207,697 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,739 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $213,436 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $55,635 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,478 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,478 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,478 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $412 | EsPenaltyAmt |
| Tax Due | $11,890 | 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 | 0 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|
| JAMES M CLARK JR | |||||||||
| C/O TWEEDY BROWNE CO 1 STATION | PLACE 5TH FL | STAMFORD | CT | 06902 | PRESIDENT | 0.75 | $0 | $0 | $0 |
| SUSANNA L PORTER | |||||||||
| C/O TWEEDY BROWNE CO 1 STATION | PLACE 5TH FL | STAMFORD | CT | 06902 | VICE PRESIDENT/TREASURER | 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 | $73,931 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,514,871 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,588,802 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,588,802 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,832 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,519,970 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $225,999 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $225,999 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,478 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,478 | TotalTaxAmt |
| Distributable Before Adj | $214,521 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $214,521 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $214,521 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,635 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $55,635 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $55,635 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $214,521 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $33,373 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,635 | QualifyingDistributionsAmt |
| Applied To Year1 | $33,373 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,262 | 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 | $192,259 | 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 (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 7 WEST 43RD STREET FOUNDATION | |||||||
| 7 WEST 43RD STREET | NEW YORK | NY | 10036 | NONE | 501(C)(3) | HISTORICAL PRESERVATION | $250 |
| AMERICAN RED CROSS | |||||||
| 520 WEST 49TH STREET | NEW YORK | NY | 10019 | NONE | 501(C)(3) | MEDICAL RESEARCH AND ASSISTANCE | $750 |
| ANIMAL RESCUE FUND OF THE HAMPTONS INC | |||||||
| 124 DANIELS HOLE ROAD | WAINSCOTT | NY | 11975 | NONE | 501(C)(3) | ANIMAL RESCUE | $250 |
| BREARLEY SCHOOL | |||||||
| 610 E 83RD STREET | NEW YORK | NY | 10028 | NONE | 501(C)(3) | EDUCATIONAL PROGRAM | $250 |
| CHILDRENS FOUNDATION | |||||||
| 697 WEST END AVENUE SUITE 14E | NEW YORK | NY | 10025 | NONE | 501(C)(3) | CHILDREN SERVICES | $200 |
| CHAPIN SCHOOL | |||||||
| 100 EAST END AVENUE | NEW YORK | NY | 10028 | NONE | 501(C)(3) | EDUCATIONAL PROGRAM | $250 |
| THE CIVIC FOUNDATION | |||||||
| 350 5TH AVE 2901 | NEW YORK | NY | 10118 | NONE | 501(C)(3) | GRANTS | $250 |
| COLLEGE OF THE ATLANTIC | |||||||
| 105 EDEN STREET | BAR HARBOR | ME | 04609 | NONE | 501(C)(3) | EDUCATIONAL PROGRAM | $2,500 |
| CONGENTIAL HEART WALK | |||||||
| 3300 HENRY AVE STE 112 | PHILADELPHIA | NY | 19129 | NONE | 501(C)(3) | MEDICAL RESEARCH | $250 |
| DIYALO FOUNDATION | |||||||
| 955 MASSACHUSETTS AVE 192 | CAMBRIDGE | MA | 02139 | NONE | 501(C)(3) | CHILDREN SERVICES | $1,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVE S | NEW YORK | NY | 10010 | NONE | 501(C)(3) | ENVIRONMRNTAL | $200 |
| FIDELITY CHARITABLE GIFT TRUST | |||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | NONE | 501(C)(3) | CHARITABLE GIVING | $5,000 |
| FORSWORTH ART MUSEUM | |||||||
| 3200 DARNELL STREET | FORT WORTH | TX | 76107 | NONE | 501(C)(3) | ARTS | $75 |
| FRIENDS OF ACADIA | |||||||
| 43 COTTAGE STREET | BAR HARBOR | ME | 04609 | NONE | 501(C)(3) | ENVIRONMENTAL | $1,500 |
| GRACE CHURCH SCHOOL | |||||||
| 86 4TH AVENUE | NEW YORK | NY | 10003 | NONE | 501(C)(3) | EDUCATIONAL PROGRAM | $1,000 |
| HENRY STREET SETTLEMENT | |||||||
| 265 HENRY STREET | NEW YORK | NY | 10002 | NONE | 501(C)(3) | HISTORICAL PRESERVATION | $50 |
| ISLAND INSTITUTE | |||||||
| 386 MAIN STREET | ROCKLAND | ME | 04841 | NONE | 501(C)(3) | ENVIRONMENTAL | $5,000 |
| ISLAND READERS & WRITERS | |||||||
| 246 MAIN STREET | SOUTHWEST HARBOR | ME | 04679 | NONE | 501(C)(3) | EDUCATIONAL PROGRAM | $250 |
| KNEISEL HALL | |||||||
| 137 PLEASANT STREET | BLUE HILL | ME | 04614 | NONE | 501(C)(3) | ARTS | $500 |
| LAND AND GARDEN PRESERVE - NEVA | |||||||
| PO BOX 208 | SEAL HARBOR | ME | 04675 | NONE | 501(C)(3) | ENVIRONMENTAL | $1,000 |
| MACULAR DEGENERATION RESEARCH | |||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | NONE | 501(C)(3) | MEDICAL RESEARCH | $150 |
| MAINE COAST HERITAGE TRUST | |||||||
| 1 BOWDOIN MILL ISLAND SUITE 201 | TOPSHAM | ME | 04086 | NONE | 501(C)(3) | ENVIRONMENTAL | $1,000 |
| MAINE PUBLIC | |||||||
| 323 MARGINAL WAY | PORTLAND | ME | 04101 | NONE | 501(C)(3) | SOCIAL PROGRAM | $250 |
| MDI HOSPITAL | |||||||
| 10 WAYMAN LN | BAR HARBOR | ME | 04609 | NONE | 501(C)(3) | HOSPITAL SUPPORT | $250 |
| MEMORIAL SLOAN KETTERING | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | 501(C)(3) | HOSPITAL SUPPORT | $250 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | NONE | 501(C)(3) | ARTSARTSARTSARTS | $210 |
| MPBN | |||||||
| 63 TEXAS AVENUE | BANGOR | ME | 04401 | NONE | 501(C)(3) | PUBLIC BROADCASTING | $365 |
| MT DESERT LORD & GARDEN PRESERVE | |||||||
| 92 COOKSEY DR | SEAL HARBOR | ME | 04675 | NONE | 501(C)(3) | ENVIRONMENTAL | $5,000 |
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | 501(C)(3) | ARTS | $140 |
| NATIONAL MS SOCIETY | |||||||
| 733 3RD AVENUE | NEW YORK | NY | 10017 | NONE | 501(C)(3) | MEDICAL RESEARCH AND ASSISTANCE | $200 |
| NEIGHBORHOOD HOUSE | |||||||
| 619 LEXINGTON AVE | NEW YORK | NY | 10022 | NONE | 501(C)(3) | FAMILY SERVICES PROGRAM | $1,000 |
| NEW YORK PRESBYTERIAN | |||||||
| 5141 BROADWAY | NEW YORK | NY | 10034 | NONE | 501(C)(3) | HOSPITAL SUPPORT | $1,000 |
| NORTHEAST HARBOR SAILING SCHOOL | |||||||
| PO BOX 12 | NORTHEAST HARBOR | ME | 04662 | NONE | 501(C)(3) | EDUCATIONAL | $2,000 |
| NYC BALLET | |||||||
| 20 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | 501(C)(3) | DCHEUNG - 01/24/19 11:38AM WORKSHEET PRIVATE FOUNDATION | $2,000 |
| OBERLIN COLLEGE | |||||||
| 70 PROFESSOR STREET | OBERLIN | OH | 44074 | NONE | 501(C)(3) | EDUCATIONAL | $1,000 |
| PARKINSONS UNITY WALK | |||||||
| 4454 ROUTE 27 2 | KINGSTON | NJ | 08528 | NONE | 501(C)(3) | MEDICAL RESEARCH | $250 |
| PRINCETON UNIVERSITY | |||||||
| PRINCETON UNIVERSITY | PRINCETON | NJ | 08544 | NONE | 501(C)(3) | EDUCATIONAL PROGRAM | $430 |
| ROCK END ART BARN | |||||||
| 5 ROCK END ROAD | NORTHEAST HARBOR | ME | 04662 | NONE | 501(C)(3) | ARTS | $250 |
| SAG HARBOR PARTNERSHIP | |||||||
| PO BOX 182 | SAG HARBOR | NY | 11963 | NONE | 501(C)(3) | ENVIRONMENTAL | $500 |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | NONE | 501(C)(3) | CHILDREN SERVICES | $750 |
| SPENCE-CHAPIN | |||||||
| 410 E 92ND STREET | NEW YORK | NY | 10128 | NONE | 501(C)(3) | CHILDREN SERVICES | $1,000 |
| ST BALDRICK'S FOUNDATION | |||||||
| 1333 SOUTH MAYFLOWER AVENUE | MONROVIA | CA | 91016 | NONE | 501(C)(3) | SUPPORT FOR CANCER PATIENTS | $500 |
| SUMMER RESIDENTS ASSOCIATION | |||||||
| 21 SEA STREET PO BOX 248 | NORTHEAST HARBOR | ME | 04662 | NONE | 5011(C)(3) | ENVIRONMENTAL | $225 |
| THE AUTHORS GUILD FOUNDATION | |||||||
| 31 EAST 32ND STREET | NEW YORK | NY | 10016 | NONE | 501(C)(3) | ARTS | $1,000 |
| THE CARNEGIE HALL SOCIETY | |||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | NONE | 501(C)(3) | CULTURAL PROGRAM | $5,000 |
| THE PARIS REVIEW | |||||||
| 62 WHITE STREET | NEW YORK | NY | 10013 | NONE | 501(C)(3) | ARTS | $5,000 |
| THE SIERRA CLUB | |||||||
| 1 PENNSYLVANIA PLAZA 6285 | NEW YORK | NY | 10119 | NONE | 501(C)(3) | ENVIRONMENTAL | $150 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | 501(C)(3) | EDUCATIONAL PROGRAM | $300 |
| UNTERMEYER GARDEN CONSERVANCY | |||||||
| 945 N BROADWAY | YONKERS | NY | 10701 | NONE | 501(C)(3) | ENVIRONMENTAL | $700 |
| WAINSCOTT WINDMILL FOUNDATION | |||||||
| 8 WHARF STREET | SAG HARBOR | NY | 11963 | NONE | 501(C)(3) | HISTORICAL PRESERVATION | $500 |
| WNYC RADIO | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | 501(C)(3) | SOCIAL PROGRAM | $1,261 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $53,156 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,137 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,133 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$5,819 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $22,451 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,451 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES M CLARK JR | BusinessNameLine1Txt |
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 | $95,410 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,085 SHARES OF SCRIPPS NETWORK INTERACTIVE INC. | NoncashPropertyDesc |
| Fair Market Value | $95,410 | FairMarketValueAmt |
| Received | 2018-01-19 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,100 | Amt |
| Net Investment Income | $1,550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,550 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEQUOIA FUND | StockNm |
| EOY Book Value | $104,686 | EOYBookValueAmt |
| EOYFMV | $104,686 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,097,599 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,097,599 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $101 | $101 | $0 |
| NYS REGISTRATION FEE | $250 | $0 | $250 |
| DELAWARE REGISTRATION FEE | $523 | $0 | $523 |
| PUBLIC NOTICE | $156 | $0 | $156 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $47,468 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $673 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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