THE CLARK FMILY PRVT FNDTION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE CLARK FMILY PRVT FNDTION INC (EIN 77-0607976)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201803179349101950
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T14:52:48-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770607976 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Clark Family Private Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J PHILIP CLARK | PersonNm |
| Person Title | vice president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2018-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520183175000013 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 54CCAE8F7BC02385263C2CCCA723B6609AD4C170 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | 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 | $5,426,280 | 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 | $10,038 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,329 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,329 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $266,874 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $266,874 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $203,538 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $375,553 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $211,570 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$25,272 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$25,272 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $456,507 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $454,501 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $31,680 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $31,680 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,424 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,424 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $53,322 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,322 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,583 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $283 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $239 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $239 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,667 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,430 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,216 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $129,915 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,035 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $61,559 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $185,024 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $185,024 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $314,939 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,035 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $246,583 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $141,568 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $389,466 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $72,913 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $430,489 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $430,489 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,557,782 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,395,815 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,814,090 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,121,372 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,067,331 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,181,701 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,752,067 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,893,635 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,426,280 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,752,067 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,893,635 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,752,067 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,893,635 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,752,067 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,893,635 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,752,067 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $141,568 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,893,635 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,893,635 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $375,553 | $362,067 | $13,486 | $13,486 |
| Passthrough K1 Capital Gain/(Loss) | $198,084 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $211,570 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $259,116 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,918,445 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052683 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $260,428 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,248,119 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049623 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $152,298 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,332,827 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.028559 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $137,333 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,794,369 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.028645 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $117,524 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,564,483 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.032971 | DistributionYr5Rt |
| Total Distribution | 0.192481 | TotalDistributionRt |
| Average Distribution | 0.038496 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,056,115 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $194,640 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,895 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $198,535 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $246,583 | 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 | $3,895 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,895 | SubtotalAmt |
| Tax Based On Investment Income | $3,895 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,782 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,182 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,287 | OverpaymentAmt |
| Applied To ES Tax | $2,287 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| Ashley Clark | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 | $0 | $0 |
| Deborah Clark | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 | $0 | $0 |
| Isolda Clark | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir | 40.0 | $31,680 | $0 | $0 |
| J Philip Clark | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Sec / Dir | 1.0 | $0 | $0 | $0 |
| Janice Clark | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 30.0 | $0 | $0 | $0 |
| JP Clark | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 | $0 | $0 |
| Kenner L Clark | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 | $0 | $0 |
| Elizabeth Fuller | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,697,343 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $254,068 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,181,701 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,133,112 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,133,112 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $76,997 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,056,115 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $252,806 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $252,806 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,895 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,895 | TotalTaxAmt |
| Distributable Before Adj | $248,911 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $248,911 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $248,911 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $246,583 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $246,583 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,895 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $242,688 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $248,911 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $241,112 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Qualifying Distributions | $246,583 | QualifyingDistributionsAmt |
| Applied To Year1 | $241,112 | AppliedToYear1Amt |
| Applied To Current Year | $5,471 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $243,440 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Deborah Clark | ContributingManagerNm |
| Contributing Manager | J Philip Clark | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI | ||||||||||||
| 225 N MICHIGAN AVE 17TH FL | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $2,000 | |||||
| ANGLICAN DIOCESE IN NEW ENGLAND | ||||||||||||
| 6 ALLENS CT | AMESBURY | MA | 01913 | N/A | PC | Prayer & Healing Ministries Program | $10,000 | |||||
| B Velez | ||||||||||||
| 260 Wahoo Way | Charlottesville | VA | 22903 | NONE | I | Hardship Assistance Grant | $5,000 | |||||
| CAMBRIDGE 360 INC | ||||||||||||
| 231 SWEET RD | CAMBRIDGE | VT | 05444 | N/A | PC | Cambridge Community Center's Playgroup and basketball hoops for the Cambridge Community Center | $2,500 | |||||
| CAMBRIDGE 360 INC | ||||||||||||
| 231 SWEET RD | CAMBRIDGE | VT | 05444 | N/A | PC | Cambridge Community Center's Playgroup and basketball hoops for the Cambridge Community Center | $3,000 | |||||
| CAMBRIDGE 360 INC | ||||||||||||
| 231 SWEET RD | CAMBRIDGE | VT | 05444 | N/A | PC | Community Center Basketball Courts Fund | $8,000 | |||||
| CANCER RESEARCH FUND OF THE DAMON RUNYON-WALTER WI | ||||||||||||
| 1 EXCHANGE PLZ STE 302 | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $2,600 | |||||
| CANCER RESEARCH FUND OF THE DAMON RUNYON-WALTER WI | ||||||||||||
| 1 EXCHANGE PLZ STE 302 | NEW YORK | NY | 10006 | N/A | PC | Charitable Event | $1,314 | |||||
| CEASEFIRE FOUNDATION OF WASHINGTON | ||||||||||||
| PO BOX 20216 | SEATTLE | WA | 98102 | N/A | PC | General & Unrestricted | $2,500 | |||||
| DALLAS PETS ALIVE | ||||||||||||
| 11700 PRESTON RD STE 660 263 | DALLAS | TX | 75230 | N/A | PC | General & Unrestricted | $1,500 | |||||
| ELON UNIVERSITY | ||||||||||||
| 2600 CAMPUS BOX | ELON | NC | 27244 | N/A | PC | General & Unrestricted | $1,000 | |||||
| FRIENDS OF TEEN RANCH FOUNDATION INC | ||||||||||||
| N/A | PC | General & Unrestricted | $7,000 | PO BOX 77 | CALEDON VILLAGE | ONTARIO | CA | L7K 3 | ||||
| GREEN MOUNTAIN TECHNOLOGY AND CAREER CENTER | ||||||||||||
| 738 RTE 15 W | HYDE PARK | VT | 05655 | N/A | GOV | The Jack Clark Award, The Isolde Clark Award and the Clark Family Scholarship Fund | $7,000 | |||||
| GREEN MOUNTAIN TECHNOLOGY AND CAREER CENTER | ||||||||||||
| 738 RTE 15 W | HYDE PARK | VT | 05655 | N/A | GOV | for initiatives at the discretion of the Director of the Tech Center | $2,500 | |||||
| GREENS FARMS ACADEMY INC | ||||||||||||
| PO BOX 998 | GREENS FARMS | CT | 06838 | N/A | PC | General & Unrestricted | $1,000 | |||||
| HILARITY FOR CHARITY | ||||||||||||
| 9301 WILSHIRE BLVD STE 507 | BEVERLY HILLS | CA | 90210 | N/A | PC | General & Unrestricted | $1,000 | |||||
| JONATHANS LANDING CARES INC | ||||||||||||
| 15823 CAPTAIN KIRLE DR | JUPITER | FL | 33477 | N/A | PC | General & Unrestricted | $1,500 | |||||
| JONATHANS LANDING CARES INC | ||||||||||||
| 15823 CAPTAIN KIRLE DR | JUPITER | FL | 33477 | N/A | PC | Angel Tree after school program Scholarship Fund | $3,000 | |||||
| JUPITERFIRST CHURCH INC | ||||||||||||
| 1475 INDIAN CREEK PKWY | JUPITER | FL | 33458 | N/A | PC | General & Unrestricted | $5,000 | |||||
| MAKING A NEW UNITED PEOPLE INC | ||||||||||||
| 5739 BALIR ST NE | WASHINGTON | DC | 20011 | N/A | PC | General & Unrestricted | $1,500 | |||||
| MALTZ JUPITER THEATRE INC | ||||||||||||
| 1001 E INDIANTOWN RD | JUPITER | FL | 33477 | N/A | PC | General & Unrestricted | $37,500 | |||||
| MALTZ JUPITER THEATRE INC | ||||||||||||
| 1001 E INDIANTOWN RD | JUPITER | FL | 33477 | N/A | PC | For the "Believe" Campaign | $23,000 | |||||
| MALTZ JUPITER THEATRE INC | ||||||||||||
| 1001 E INDIANTOWN RD | JUPITER | FL | 33477 | N/A | PC | Students at the Conservatory | $2,000 | |||||
| MORYS PRESERVATION INC | ||||||||||||
| 306 YORK ST | NEW HAVEN | CT | 06511 | N/A | PC | General & Unrestricted | $2,000 | |||||
| MY CLINIC INC | ||||||||||||
| 411 W INDIANTOWN RD | JUPITER | FL | 33458 | N/A | PC | General & Unrestricted | $5,500 | |||||
| PROJECT SUNSHINE INC | ||||||||||||
| 211 E 43RD ST RM 401 | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $3,000 | |||||
| RENEWAL COALITION INC | ||||||||||||
| 88 W RIVERSIDE DR | JUPITER | FL | 33469 | N/A | PC | General & Unrestricted | $5,200 | |||||
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | ||||||||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $250 | |||||
| THE SALVATION ARMY - BOYS AND GIRLS CLUB OF ALAMAN | ||||||||||||
| 807 STOCKARD ST | BURLINGTON | NC | 27217 | N/A | PC | General & Unrestricted | $1,000 | |||||
| TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS | ||||||||||||
| 3033 WILSON BLVD STE 3 | ARLINGTON | VA | 22201 | N/A | PC | fundraising event | $2,000 | |||||
| TRINITY CHURCH | ||||||||||||
| 1 RIVER RD STE 1 | COS COB | CT | 06807 | N/A | PC | General & Unrestricted | $5,000 | |||||
| TRINITY GRACE CHURCH | ||||||||||||
| 65 15TH ST | BROOKLYN | NY | 11215 | N/A | PC | Deacon Fund | $1,000 | |||||
| TRUSTEES OF UNION COLLEGE | ||||||||||||
| 807 UNION ST | SCHENECTADY | NY | 12308 | N/A | PC | General & Unrestricted | $2,000 | |||||
| TRUSTEES OF WESTMINSTER SCHOOL INC | ||||||||||||
| 995 HOPMEADOW ST | SIMSBURY | CT | 06070 | N/A | PC | General & Unrestricted | $2,000 | |||||
| UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED | ||||||||||||
| 2390 ALUMNI DR UNIT 3206 | STORRS | CT | 06269 | N/A | PC | Clark Family Foundation Fund for scholarships | $10,000 | |||||
| WORLD VISION | ||||||||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | N/A | PC | Sponsored Children Program | $2,160 | |||||
| WOUNDED VETERANS RELIEF FUND INC | ||||||||||||
| 1335 OLD DIXIE HWY UNIT 3 | LAKE PARK | FL | 33403 | N/A | PC | General & Unrestricted | $2,500 | |||||
| YALE UNIVERSITY | ||||||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Yale Hockey Association Program | $10,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $185,024 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,329 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $266,874 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $203,538 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$25,272 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $446,469 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $446,469 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | Clark Ashley | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FOUNDATION SOURCE 55 WALLS DR FL 3 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,038 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND EPSYX, 50 sh. | $996 | 2017-12-14 |
| 1 | MAINSTAY EPOCH GLOBAL CHOICE INSTL EPACX, 419 sh. | $9,042 | 2017-12-14 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ANADARKO PETROLEUM CORP | $13,143 | $8,046 |
| ANTERO MIDSTREAM GP LP | $8,074 | $9,367 |
| ANTERO RESOURCES CORPORATION | $9,630 | $9,025 |
| AQR MULTI STRGY ALTERNATIVE CL | $172,000 | $159,488 |
| ARES CAPITAL CORPORATION - CLO | $39,395 | $37,461 |
| CHENIERE ENERGY INC | $16,574 | $19,921 |
| DOMINION ENERGY INC | $14,270 | $15,807 |
| DTE ENERGY CO COM | $9,811 | $10,946 |
| ENBRIDGE INC | $14,942 | $15,644 |
| EQT CORPORATION | $10,798 | $9,676 |
| GOLDMAN SACHS BDC INC | $14,995 | $14,816 |
| GOLUB CAPITAL BDC, INC | $34,518 | $35,981 |
| ISHARES RUSSELL 2000 | $233,942 | $300,194 |
| ISHARES RUSSELL 3000 | $43,012 | $49,861 |
| ISHARES S&P 500 INDEX FD | $561,477 | $731,003 |
| KINDER MORGAN INC | $10,837 | $10,842 |
| MACQUIRE INFRASTRUCTURE CO LLC | $8,050 | $8,025 |
| MAINSTAY EPOCH GLOBAL CHOICE I | $9,042 | $9,067 |
| MAINSTAY EPOCH GLOBAL EQUITY Y | $23,598 | $25,632 |
| METROPOLITAN WEST RETURN BOND | $474,542 | $458,612 |
| NEW MOUNTAIN FINANCE | $42,777 | $39,607 |
| NEXTERA ENERGY PARTNERS LP | $15,376 | $23,279 |
| NEXTERA ENERGY, INC | $5,634 | $8,590 |
| ONEOK INC | $18,727 | $21,915 |
| PEMBINA PIPELINE CORP CANADA | $13,326 | $13,748 |
| PLAINS GP HOLDINGS LP | $16,568 | $11,195 |
| PRINCIPAL GLOBAL MULTI-STRATEG | $172,000 | $182,326 |
| SCHLUMBERGER LTD | $10,834 | $8,424 |
| SEMPRA ENERGY COM | $17,258 | $17,107 |
| TARGA RESOURCES CORP | $12,169 | $12,105 |
| TPG SPECIALTY LENDING INC | $50,076 | $57,044 |
| TRANSCANADA CORP | $12,717 | $15,078 |
| VANGUARD FTSE DEVELOPED MARKET | $657,529 | $753,245 |
| VANGUARD FTSE EMERGING MARKETS | $605,923 | $688,145 |
| WILLIAMS COS | $22,251 | $22,868 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FM FIFTH AVENUE FUND, LTD. | $250,000 | $339,793 |
| PHOENIX CAPITAL REALTY FUND V, | $103,340 | $234,031 |
| PHOENIX FUND VI BLOCKER LLC | $518,795 | $415,672 |
| PHOENIX FUND VII BLOCKER LLC | $195,196 | $192,205 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $26,511 | $26,511 | |
| Bank Charges | $80 | $80 | |
| K-1 Exp PHOENIX CAPITAL REALTY | $11,371 | $11,350 | |
| Payroll Processing Fees | $680 | $680 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss PHOENIX CAPITAL REALTY FUND V, L.P | -$25,531 | -$25,531 |
| Class Action Lawsuit Proceeds | $259 | $259 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $53,322 | Amt |
| Net Investment Income | $53,322 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2017 | $3,300 | |
| Foreign Tax Paid | $283 | $283 |
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