2019-04-10T14:01:41-05:00 2018-12-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2018-01-01 256667093 Franklin Street Giving Tree Foundation % RICHARD T CLARK FRAN 2675440411 3085 Burnt House Hill Rd Doylestown PA 18902 RICHARD CLARK trustee 2675440411 2019-03-25 true Jeffrey D Haskell P01345770 8008391754 24.187.244.114 06391520191005000035 2019-04-10 P 0B775BB9C0E0C9DA339247063A24C50179569C8E 0C5E5A4654C1C37B4810F575F1A1D05F0CA21AED 2018 2019-02-21 02:37:17Z X X 30458242 X 7380105 6812 6812 633877 633877 54863 2844512 1133423 29 8075686 1774112 0 63361 63361 27297 59178 59178 149836 63361 59178 150000 150000 299836 63361 209178 7775850 1710751 2183173 2889440 2889440 20802634 27872217 27568802 22985807 30761657 30458242 0 0 X 22985807 30761657 22985807 30761657 22985807 30761657 22985807 7775850 30761657 30761657 Publicly-traded Securities 2844512 1711089 1133423 1133423 1133423 false 162016 19133458 0.008468 768250 15027108 0.051124 552127 10473129 0.052718 301350 5539352 0.054402 501000 3984253 0.125745 0.292457 0.058491 24546110 1435727 17108 1452835 209178 34215 34215 34215 8600 8600 X 25615 false false false false false false false true true PA true false false false false true RICHARD T CLARK 2675440411 3085 BURNT HOUSE HILL RD doylestown PA 18902 false false false false false false false false false false false false false false false false false false false false false Angela Clark 3085 Burnt House Hill Rd Doylestown PA 18902 Trustee 1.0 0 0 0 Richard T Clark 3085 Burnt House Hill Rd Doylestown PA 18902 Trustee 1.0 0 0 0 Kelly Patterson 3085 Burnt House Hill Rd Doylestown PA 18902 Trustee 1.0 0 0 0 Lisa Wurster 3085 Burnt House Hill Rd Doylestown PA 18902 Trustee 1.0 0 0 0 Asset Planning Services Ldt 162 Main Street PO Box 164 Harleysville PA 19438 Investment mgmt 63361 Foundation Source 55 Walls Drive 3rd fl Fairfield CT 06824 Administrative 59178 24379682 540227 0 24919909 0 24919909 373799 24546110 1227306 1227306 34215 34215 1193091 1193091 1193091 209178 0 0 0 0 209178 209178 1193091 74633 2016 2015 2014 209178 74633 134545 0 0 1058546 0 0 NONE X OUR LADY OF GUADALUPE CATHOLIC CHURCH 5194 COLD SPRING CREAMERY RD DOYLESTOWN PA 18902 N/A PC The Health and Wellness Ministry Program 25000 WASHINGTON AND JEFFERSON COLLEGE 60 S LINCOLN ST WASHINGTON PA 15301 N/A PC General & Unrestricted 125000 150000 14 6812 14 633877 18 54863 Federal Tax Refund 01 29 695581 695581 false false false false false false false false false false X X 1 Clark Joint Living Trust 3085 Burnt House hill road Doylestown PA 189021804 7380105 X X 1 MERCK & CO INC MRK, 26000.405 sh. 1928190 2018-12-19 1 MERCK & CO INC MRK, 37000 sh. 2637915 2018-10-08 AQR LARGE CAP DEFENSIVE STYLE 456740 409563 BAIRD SHORT TERM BOND FUND INS 3165476 3130175 BLACKROCK CREDIT STRATEGIES IN 338641 332493 FEDERATED INSTI HIGH YIELD BD 335416 305597 FIDELITY 500 INDEX FUND 908776 786901 ISHARE SP SMALL CAP 600 INDEX 328553 334826 MERCK & CO INC 1928190 1986691 MFS INTERNATIONAL VALUE FUND C 678949 661893 PIMCO HIGH-YIELD INSTL 624447 596934 SCHWAB US MID CAP 829751 850698 SPDR PORTFOLIO SHORT TERM CORP 4111274 4036421 SPDR S&P DIVIDEND ETF 163180 185923 T ROWE PRICE CAP APPRECIATION 646855 649982 VANGUARD GNMA FUND ADMIRAL SHS 545370 524213 VANGUARD INTERMEDIATE TERM INV 518158 498053 VANGUARD S&P 500 ETF 3948177 4165521 VANGUARD SHORT-TERM CORPORATE 4257475 4178362 VANGUARD TOTAL INTERNATIONAL S 1527990 1434700 VANGUARD VALUE ETF 631522 630347 WESTERN ASSET CORE PLUS BOND P 1927277 1869509 Administrative Fees 59178 59178 Federal Tax Refund 29 Investment Management Services 63361 63361 990-PF Estimated Tax for 2018 8600 990-PF Extension for 2017 18697