SUSANNA PORTER & JAMES CLARK GIVING FUND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SUSANNA PORTER & JAMES CLARK GIVING FUND (EIN 13-3489504)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-06
- IRS object ID
- 202533109349100713
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-06T08:18:15-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | 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 | 2024-07-01 | 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 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 | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUNHWA CHANG | PreparerPersonNm |
| PTIN | P01398143 | PTIN |
| Phone | 2126972299 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,683,907 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $257,964 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $257,964 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $182,081 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,347,969 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $182,081 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $440,045 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $440,045 | 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 |
| Legal Fees Rev And Expnss | $575 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $575 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,345 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,345 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,960 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $94 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $350 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $350 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,230 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $94 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,270 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $350,798 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $350,798 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $365,028 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $94 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $363,068 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $75,017 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $439,951 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $63,841 | CashBOYAmt |
| Cash EOY | $30,455 | CashEOYAmt |
| Cash EOYFMV | $30,455 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,362,175 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $113,767 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $113,767 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,791,383 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,539,685 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,539,685 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,217,399 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,683,907 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,683,907 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,217,399 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,683,907 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,217,399 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,683,907 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,217,399 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,683,907 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,217,399 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $75,017 | ExcessRevenueOverExpensesAmt |
| Other Increases | $391,491 | OtherIncreasesAmt |
| Subtotal | $8,683,907 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,683,907 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 30,000.000 SHS FIDELITY GOVERNMENT MONEY MARKET | P | 2024-11-19 | 2024-11-25 | $30,000 | $30,000 | $0 | $0 |
| 45.000.000 SHS FIDELITY GOVERNMENT MONEY MARKET | P | 2024-11-19 | 2025-01-06 | $45 | $45 | $0 | $0 |
| 29,955.000 SHS FIDELITY GOVERNMENT MONEY MARKET | P | 2024-11-19 | 2025-01-10 | $29,955 | $29,955 | $0 | $0 |
| 35,000.000 SHS FIDELITY GOVERNMENT MONEY MARKET | P | 2024-11-19 | 2025-02-04 | $35,000 | $35,000 | $0 | $0 |
| 5,515,437.640 SHS FIDELITY GOVERNMENT MONEY MARKET | P | 2025-02-25 | 2025-02-25 | $5,515,438 | $5,515,438 | $0 | $0 |
| 17,057.080 SHS FIDELITY GOVERNMENT MONEY MARKET | P | 2025-03-03 | 2025-03-03 | $17,057 | $17,057 | $0 | $0 |
| 23,519.240 SHS FIDELITY GOVERNMENT MONEY MARKET | P | 2025-04-16 | 2025-04-16 | $23,519 | $23,519 | $0 | $0 |
| 25,000.000 SHS FIMM TREASURY ONLY PORTFOLIO CL 1 | P | 2025-04-29 | 2025-04-29 | $25,000 | $25,000 | $0 | $0 |
| 81,094.000 SHS FIMM TREASURY ONLY PORTFOLIO CL 1 | P | 2025-05-01 | 2025-05-01 | $81,094 | $81,094 | $0 | $0 |
| 344,700.000 SHS FIMM TREASURY ONLY PORTFOLIO CL 1 | P | 2025-05-07 | 2025-05-07 | $344,700 | $344,700 | $0 | $0 |
| 18,905.620 SHS FIDELITY GOVERNMENT MONEY MARKET | P | 2025-05-01 | 2025-05-01 | $18,906 | $18,906 | $0 | $0 |
| 174.230 SHS FIDELITY GOVERNMENT MONEY MARKET | P | 2025-05-16 | 2025-05-16 | $174 | $174 | $0 | $0 |
| 26,733.590 SHS FIMM TREASURY ONLY PORTFOLIO CL 1 | P | 2025-06-09 | 2025-06-09 | $26,734 | $26,734 | $0 | $0 |
| 18,266.410 SHS FIDELITY GOVERNMENT MONEY MARKET | P | 2025-06-09 | 2025-06-09 | $18,266 | $18,266 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $182,081 | $182,081 | $182,081 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $182,081 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,115 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,115 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,115 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,446 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,446 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $222 | EsPenaltyAmt |
| Tax Due | $4,891 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | JERRY CHANG | 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 | $5,043,350 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,470,697 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,514,047 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,514,047 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $127,711 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,386,336 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $419,317 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $419,317 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,115 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,115 | TotalTaxAmt |
| Distributable Before Adj | $413,202 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $413,202 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $413,202 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $363,068 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $363,068 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $413,202 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $359,993 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $363,068 | QualifyingDistributionsAmt |
| Applied To Year1 | $359,993 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,075 | 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 | $410,127 | 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 (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS DISEASE RESEARCH | |||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | NONE | 501(C)(3) | FOR ALZHEIMERS RELATED RESEARCH | $250 |
| AMERICAN CANCER SOCIETY INC | |||||||
| 270 PEACHTREE ST NW SUITE 1300 | ATLANTA | GA | 30303 | NONE | 501(C)(3) | TO IMPROVE THE LIVES OF PEOPLE WITH CANCER AND THEIR FAMILIES | $250 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | 501(C)(3) | FOR RESEARCH RELATED TO HEART DISEASE | $200 |
| CARNEGIE HALL CORPORATION | |||||||
| 881 7TH AVE | NEW YORK | NY | 10019 | NONE | 501(C)(3) | PRIVATE FOUNDATION | $2,500 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | 501(C)(3) | TO HELP PRESERVE THE ENVIRONMENT | $200 |
| FIDELITY CHARITABLE GIFT FUND | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | 501(C)(3) | CHARITABLE-DONOR ADVISED FUND | $70,000 |
| ISLAND HOUSING TRUST | |||||||
| 34 GRAMERCY PARK E | NEW YORK | NY | 10003 | NONE | 501(C)(3) | PRIVATE FOUNDATION | $10,000 |
| HOUSE OF SPEAKEASY | |||||||
| 117 EAST 19TH STREET | NEW YORK | NY | 10003 | NONE | 501(C)(3) | ARTS | $11,000 |
| MAINE PUBLIC RADIO | |||||||
| 1450 LISBON ST | LEWISTON | ME | 04240 | NONE | 501(C)(3) | PUBLIC BROADCASTING | $505 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | NONE | 501(C)(3) | ARTS | $210 |
| MT DESERT FESTIVAL | |||||||
| PO BOX 87 | MOUNT DESERT | ME | 04660 | NONE | 501(C)(3) | ARTS | $600 |
| MT DESERT LAND AND GARDEN PRESERVE | |||||||
| 92 COOKSEY DR | SEAL HARBOR | ME | 04675 | NONE | 501(C)(3) | ENVIRONMENT | $12,000 |
| NY PRESBYTERIAN HOSPITAL | |||||||
| 5141 BROADWAY | NEW YORK | NY | 10034 | NONE | 501(C)(3) | HOSPITAL SUPPORT | $1,000 |
| OAKWOOD CEMETARY | |||||||
| 50 101ST STREET | TROY | NY | 12180 | NONE | 501(C)(3) | PRIVATE CHARITY | $1,000 |
| PAN MASS CHALLENGE DANA FARBER CANCER | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | 501(C)(3) | HEALTH | $616 |
| PBS-THIRTEEN | |||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | 501(C)(3) | EDUCATION | $4,500 |
| PECONIC LAND TRUST | |||||||
| 296 HAMPTON RD | SOUTHHAMPTON | NY | 11968 | NONE | 501(C)(3) | PRIVATE FOUNDATION | $1,000 |
| PRINCETON UNIVERSITY - CLASS OF 1960 | |||||||
| PRINCETON UNIVERSITY | PRINCETON | NJ | 08544 | NONE | 501(C)(3) | EDUCATION | $5,120 |
| ROCKEND ART BARN | |||||||
| 325 NORTH HIGHLAND AVENUE | OSSINING | NY | 10562 | NONE | 501(C)(3) | ARTS | $250 |
| TURTLE ISLAND RESTORATION NETWORK | |||||||
| 9255 SIR FRANCIS DRAKE BLVD | OLEMA | CA | 94950 | NONE | 501(C)(3) | CHARITY | $250 |
| WHITNEY MUSEUM OF ART | |||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | NONE | 501(C)(3) | ARTS | $350 |
| NORTHEAST HARBOR LIBRARY | |||||||
| 1 JOY ROAD | NE HARBOR | ME | 04662 | NONE | 501(C)(3) | EDUCATION | $5,000 |
| NEIGHBORHOOD HOUSE | |||||||
| 331 E 70TH STREET | NEW YORK | NY | 10021 | NONE | 501(C)(3) | HUMAN SERVICES | $2,500 |
| NEW YORK THEATRE BALLET | |||||||
| 131 E 10TH STREET | NEW YORK | NY | 10003 | NONE | 501(C)(3) | ARTS | $3,500 |
| MOMA | |||||||
| 11 W 53RD STREET | NEW YORK | NY | 10019 | NONE | 501(C)(3) | ARTS | $200 |
| CENTER FOR FICTION | |||||||
| 15 LAFAYETTE AVE | BROOKLYN | NY | 11217 | NONE | 501(C)(3) | ARTS | $45,000 |
| CITY YEAR NEW YORK | |||||||
| 287 COLUMBUS AVENUE | BOSTON | MA | 02116 | NONE | 501(C)(3) | TO SUPPORT POSITIVE SCHOOL AND WORK ENVIRONMENTS | $150 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 1 COLLEGE HALL ROOM 1 | NEW YORK | NY | 10014 | NONE | 501(C)(3) | EDUCATION PROGRAM | $2,000 |
| AUTHOR'S GUILD FOUNDATION | |||||||
| 31 E 32ND ST 7TH FLOOR | NEW YORK | NY | 10016 | NONE | 501(C)(3) | AUTHORS' RIGHTS AND EDUCATION | $15,000 |
| CHILDREN OF CHINA PEDIATRICS FONUDATION | |||||||
| 19 STONE ST | NEW YORK | NY | 10004 | NONE | 501(C)(3) | PEDIATRICS/DISEASE | $1,000 |
| FRIENDS OF ACADIA | |||||||
| 43 COTTAGE ST | BAR HARBOR | ME | 04609 | NONE | 501(C)(3) | NATURE | $5,000 |
| GOTHAMIST | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | 501(C)(3) | CHARITY | $32 |
| PEN AMERICA | |||||||
| 120 BROADWAY 26TH FLOOR | NEW YORK | NY | 10271 | NONE | 501(C)(3) | LITERATURE AND HUMAN RIGHTS | $725 |
| WNYC | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | 501(C)(3) | CHARITY | $1,080 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | 501(C)(3) | TO PROVIDE LEADERSHIP, ADVOCACY, AND EDUCATION IN THE FIELD OF REPRODUCTIVE CARE | $5,000 |
| FRIENDS OF THE UPPER EAST SIDE HISTORIC DISTRICT INC | |||||||
| 966 LEXINGTON AVENUE 3E | NEW YORK | NY | 10021 | NONE | 501(C)(3) | MAINTAINING AND PRESERVING UPPER EAST SIDE ARCHITECTURE | $10,325 |
| NEW YORK SOCIETY LIBRARY | |||||||
| 53 EAST 79TH STREET | NEW YORK | NY | 10075 | NONE | 501(C)(3) | PROVIDE PUBLIC ACCESS TO BOOKS AND RESOURCES | $10,000 |
| THE MORGAN LIBRARY | |||||||
| 225 MADISON AVENUE | NEW YORK | NY | 10016 | NONE | 501(C)(3) | TO SUPPORT THE TEACHINGS OF HUMAN CREATIVITY | $150 |
| NEW YORK CITY BALLET INC | |||||||
| 20 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | 501(C)(3) | PERFORM, PROMOTE, AND SUSTAIN CLASSICAL BALLET | $6,500 |
| MOUNT DESERT HOSPITAL | |||||||
| 10 WAYMAN LANE | BAR HARBOR | ME | 04609 | NONE | 501(C)(3) | TO SUPPORT HEALTH CARE RESEARCH | $1,000 |
| MOUNT DESEERT NURSERY SCHOOL | |||||||
| PO BOX 24 | NORTHEAST HARBOR | ME | 04662 | NONE | 501(C)(3) | TO PROVIDE A SAFE PLAYING ENVIRONMENT FOR CHILDREN | $500 |
| ARF HAMPTONS | |||||||
| 124 DANIELS HOLE ROAD | EAST HAMPTON | NY | 11937 | NONE | 501(C)(3) | ANIMAL CARE | $550 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | 501(C)(3) | IMPROVING ENVIRONMENTAL SUSTAINABILITY | $250 |
| COLLEGE OF THE ATLANTIC | |||||||
| 105 EDEN STREET | BAR HARBOR | ME | 04609 | NONE | 501(C)(3) | TO EDUCATE | $2,500 |
| COMMUNITY ORGANIZED RELIEF EFFORT | |||||||
| 910 N HILL ST | LOS ANGELES | CA | 90012 | NONE | 501(C)(3) | TO SUPPORT CRISIS RESPONSE FOR UNDERSERVED COMMUNITIES | $1,000 |
| EMERGENCY NETWORK LOS ANGELES | |||||||
| 5211 E WASHINGTON BLVD 2-294 | LOS ANGELES | CA | 90040 | NONE | 501(C)(3) | TO STRENGTHEN THE LA COUNTY'S EMERGENCY MANAGEMENT INFRASTRUCTURE | $1,000 |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | NONE | 501(C)(3) | TO PROVIDE FOOD AND RESOURCES TO THE HUNGRY | $300 |
| FRIENDS OF THE EARTH | |||||||
| 1101 15TH STREET NW 11TH FLOOR | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | TO SUPPORT ENVIRONMENTAL SUSTAINABILITY | $200 |
| HARVARD BUSINESS SCHOOL ALUMNI | |||||||
| 111 WESTERN AVENUE | BOSTON | MA | 02163 | NONE | 501(C)(3) | TO SUPPORT THE EDUCATION OF FUTURE LEADERS | $300 |
| MACULAR DEGENERATION ASSOCIATION | |||||||
| 420 BEACH RD | SARASOTA | FL | 34276 | NONE | 501(C)(3) | TO HELP PEOPLE WITH MACULAR DEGENERATION | $200 |
| MOUNT DESERT NURSING ASSOCIATION | |||||||
| PO BOX 397 | NORTHEAST HARBOR | ME | 04662 | NONE | 501(C)(3) | TO PROVIDE HOMECARE SERVICES FOR THE TOWN OF MOUNT DESERT | $1,000 |
| MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA | |||||||
| 375 KINGS HIGHWAY NORTH SUITE B | CHERRY HILL | NJ | 08034 | NONE | 501(C)(3) | TO EASE LIFE FOR INDIVIDUALS WITH MULTIPLE SCLEROSIS | $150 |
| NATIONAL AUDUBON SOCIETY INC | |||||||
| 225 VARICK STREET 7TH FLOOR | NEW YORK | NY | 10014 | NONE | 501(C)(3) | TO PROTECT BIRDS | $1,000 |
| NEW YORK LANDMARKS CONSERVANCY INC | |||||||
| 1 WHITEHALL STREET 21ST FLOOR | NEW YORK | NY | 10004 | NONE | 501(C)(3) | TO PRESERVE AND REVITALIZE NEW YORK'S ARCHITECTURE | $100,000 |
| OBERLIN COLLEGE | |||||||
| 173 W LORAIN ST CONTROLLERS OFFICE | OBERLIN | OH | 44074 | NONE | 501(C)(3) | TO HELP SUPPORT GRADUATES TRANSITION | $1,000 |
| OPERATION SMILE INC | |||||||
| 3641 FACULTY BLVD | VIRGINIA BEACH | VA | 23453 | NONE | 501(C)(3) | TREATING CLEFT LIP AND PALATE | $500 |
| PASADENA HUMANE | |||||||
| 361 S RAYMOND AVE | PASADENA | CA | 91105 | NONE | 501(C)(3) | TO SUPPORT ANIMALS IN NEED | $500 |
| SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN | |||||||
| 410 EAST 92ND STREET | NEW YORK | NY | 10128 | NONE | 501(C)(3) | TO HELP FIND LOVING FAMILIES FOR ORPHANS | $2,500 |
| THE CHAPIN SCHOOL LTD | |||||||
| 100 EAST END AVENUE | NEW YORK | NY | 10028 | NONE | 501(C)(3) | INDEPENDENT DAY SCHOOL FOR YOUNG WOMEN | $1,000 |
| THE FRICK COLLECTION | |||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | 501(C)(3) | TO PRESERVE AND DISPLAY FOR THE COLLECTION FOR THE PUBLIC | $135 |
| WOMEN FOR AFGHAN WOMEN | |||||||
| 71-19 162ND ST UNIT CF-D | FRESH MEADOWS | NY | 11365 | NONE | 501(C)(3) | SECURING AND PROTECTING THE RIGHTS OF DISENFRANCHISED AFGHAN WOMEN AND GIRLS IN AFGHNANISTAN AND NEW YORK | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $350,798 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $257,964 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $182,081 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $440,045 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $440,045 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,345 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,345 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEQUOIA FUND | $2,222,045 | $2,222,045 |
| ALCON INC | $71,258 | $71,258 |
| CRIMSON WINE GROUP | $27,995 | $27,995 |
| PERSHING SQUARE | $5,331 | $5,331 |
| INVESCO EXCHANGE | $866,896 | $866,896 |
| FIMM TREASURY ONLY PORTFOLIO CL I | $5,008,660 | $5,008,660 |
| HOWARD HUGHES GROUP | $337,500 | $337,500 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $575 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $575 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $100 | $0 | $100 |
| NYS FILING FEES | $250 | $0 | $250 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $391,491 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $94 | $94 | $0 |
| FEDERAL TAX ON UNDISTRIBUTED INCOME | $1,866 | $0 | $0 |
Comments