CLARK FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CLARK FAMILY FOUNDATION (EIN 20-1658721)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-14
- IRS object ID
- 201812579349100001
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-14T07:29:46-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814514658 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTTMUND CHEEK HYLE & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1750 LINCOLN HIGHWAY EAST | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17602 | 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 | 201658721 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLARK FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 7174265200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 466 | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17547 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MERRELL F CLARK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7174265200 | PhoneNum |
| Signature | 2018-05-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY S HYLE | PreparerPersonNm |
| PTIN | P00417465 | PTIN |
| Phone | 7172995291 | PhoneNum |
| Preparation | 2018-09-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.101.92.190 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-09-14 | IPDt |
| IP Tm | 06:29:46 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AA7CE615D2BDE49A591EDB23625F950A97FAAE73 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E9F90CC91E47AC91B42CFFCBE05743E794A2F228 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,347,551 | 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 | $521,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $37,247 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37,247 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $184,567 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $184,567 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $139,722 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,224,074 | GrossSalesPriceAmt |
| Total Rev And Expnss | $882,536 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $221,814 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,831 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $43,729 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,729 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,030 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,030 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $18,789 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $68,379 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,759 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $448,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $448,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $516,729 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,759 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $448,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $365,807 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $176,055 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $139,663 | CashBOYAmt |
| Cash EOY | $138,121 | CashEOYAmt |
| Cash EOYFMV | $138,121 | CashEOYFMVAmt |
| Other Investments BOY | $6,384,438 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,201,443 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,201,443 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $7,932 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,987 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,987 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,532,033 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,347,551 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,347,551 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $6,532,033 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,347,551 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,532,033 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,347,551 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,532,033 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,347,551 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,532,033 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $365,807 | ExcessRevenueOverExpensesAmt |
| Other Increases | $449,711 | OtherIncreasesAmt |
| Subtotal | $7,347,551 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,347,551 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $499,205 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,072,261 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.082211 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $442,750 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,940,801 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.074527 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $461,575 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,957,688 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.077476 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $395,675 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,374,124 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.073626 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $394,384 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,021,574 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.078538 | DistributionYr5Rt |
| Total Distribution | 0.386378 | TotalDistributionRt |
| Average Distribution | 0.077276 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,586,548 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $508,982 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,761 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $510,743 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $448,350 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,521 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,521 | SubtotalAmt |
| Tax Based On Investment Income | $3,521 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,987 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,987 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,466 | OverpaymentAmt |
| Applied To ES Tax | $4,466 | 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NOT APPLICABLE | WebsiteAddressTxt |
| Individual With Books | JEFFREY S CLARK | IndividualWithBooksNm |
| Phone | 7174265200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 918 HIGHMEADOW COURT | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| MERRELL F CLARK | ||||||||
| 37 DEER FORD DRIVE | LANCASTER | PA | 17601 | PRESIDENT | 12.00 | $0 | $0 | $0 |
| DORIS D CLARK | ||||||||
| 37 DEER FORD DRIVE | LANCASTER | PA | 17601 | VICE PRESIDE | 6.00 | $0 | $0 | $0 |
| JENNIFER C HESSINGER | ||||||||
| 934 CENTERVILLE ROAD | LANCASTER | PA | 17601 | TREASURER | 6.00 | $0 | $0 | $0 |
| MARK C HESSINGER | ||||||||
| 934 CENTERVILLE ROAD | LANCASTER | PA | 17601 | ASST TREASUR | 12.00 | $0 | $0 | $0 |
| ANN M CLARK | ||||||||
| 918 HIGHLAND COURT | LANCASTER | PA | 17601 | SECRETARY | 6.00 | $0 | $0 | $0 |
| JEFFREY S CLARK | ||||||||
| 918 HIGHLAND COURT | LANCASTER | PA | 17601 | ASST SECRETA | 18.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,598,178 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,713 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,960 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,686,851 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,686,851 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $100,303 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,586,548 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $329,327 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $329,327 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,521 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,521 | TotalTaxAmt |
| Distributable Before Adj | $325,806 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $325,806 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $325,806 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $448,350 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $448,350 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $448,350 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $325,806 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $153,267 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $131,572 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $169,865 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $148,778 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $198,682 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $802,164 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $448,350 | QualifyingDistributionsAmt |
| Applied To Current Year | $325,806 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $122,544 | RemainingDistriFromCorpusAmt |
| Total Corpus | $924,708 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $153,267 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $771,441 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $131,572 | ExcessFromYear4Amt |
| Excess From Year3 | $169,865 | ExcessFromYear3Amt |
| Excess From Year2 | $148,778 | ExcessFromYear2Amt |
| Excess From Year1 | $198,682 | ExcessFromYear1Amt |
| Excess From Current Year | $122,544 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MERRELL F CLARK | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFREY S CLARK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1475 RIVER ROAD PO BOX 466 | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17547 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7174265200 | RecipientPhoneNum |
| Form And Info And Materials | A LETTER WITH ANY RELEVANT INFORMATION ASSOCIATED WITH THE REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AARON'S ACRES | ||||||||
| 1861 CHARTER LANE 114 | LANCASTER | PA | 17601 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $5,000 | |
| BOYS AND GIRLD CLUB | ||||||||
| 116 S WATER ST | LANCASTER | PA | 17603 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $15,000 | |
| CASA | ||||||||
| PO BOX 6293 | LANCASTER | PA | 17607 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $65,000 | |
| CHRIST'S HOME FOR CHILDREN | ||||||||
| PO BOX 308 | PARADISE | PA | 17562 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $76,500 | |
| FIRST TEE OF THE LOWCOUNTRY | ||||||||
| 151 GUMTREE ROAD | HILTON HEAD ISLAND | SC | 29926 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $2,000 | |
| GIRLS ON THE RUN | ||||||||
| 3339 WARD STREET | PITTSBURGH | PA | 15213 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $10,000 | |
| LANCASTER EARLY EDUCATION CENTER | ||||||||
| 150 S QUEEN ST | LANCASTER | PA | 17603 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $50,000 | |
| LANCASTER PUBLIC LIBRARY | ||||||||
| 124 NORTH DUKE ST | LANCASTER | PA | 17602 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $65,500 | |
| LANCASTER SCIENCE FACTORY | ||||||||
| 454 NEW HOLLAND AVE | LANCASTER | PA | 17602 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $12,000 | |
| MOM'S HOUSE | ||||||||
| 415 SOUTH QUEEN ST | LANCASTER | PA | 17602 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $5,000 | |
| MUSSER FOUNDATION | ||||||||
| 300 STEVENS ROAD | STEVENS | PA | 17578 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $30,000 | |
| REACH OUT AND READ | ||||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $5,000 | SUITE 201 |
| SCHREIBER PEDIATRIC REHAB | ||||||||
| 625 COMMUNITY WAY | LANCASTER | PA | 17603 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $250 | |
| TENNIS CENTRAL | ||||||||
| 918 HIGHMEADOW COURT | LANCASTER | PA | 17601 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $25,300 | |
| THE MIX AT ARBOR PLACE | ||||||||
| 520 NORTH STREET | LANCASTER | PA | 17602 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $25,000 | |
| UNITED DISABLITIES SERVICES | ||||||||
| 1901 OLDE HOMESTEAD LANE | LANCASTER | PA | 17601 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $50,000 | |
| LCBC | ||||||||
| 2392 MOUNT JOY ROAD | MANHEIM | PA | 17545 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $800 | |
| LONG COVE COMMUNITY ENDOWMENT FUND | ||||||||
| PO BOX 23019 | HILTON HEAD | SC | 29925 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $1,000 | |
| SOUTHEAST LANCASTER HEALTH SERVICES | ||||||||
| 304 NORTH WATER ST | LANCASTER | PA | 17603 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $448,350 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $37,247 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $184,567 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $139,722 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $361,536 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $361,536 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | EARNINGS PROVIDE FUNDS TO CONTRIBUTE TO CHARITABLE ORG | RelationshipStatementTxt |
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 | MERRELL F CLARK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 DEER FORD DRIVE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $521,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCT - ROTTMUND, CHEEK, HYLE & C | CategoryTxt |
| Amt | $3,831 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| NEW SQUARE CAPITAL - FI FOCUS | PURCHASE | 2017-12 | $269,376 | $275,734 | -$6,358 |
| NEW SQUARE CAPITAL - DIV FOCUS | PURCHASE | 2017-12 | $417,129 | $353,041 | $64,088 |
| PERSHING LLC | PURCHASE | 2017-12 | $27 | $27 | |
| FULTON FINANCIAL ADVISORS 02-8 | PURCHASE | 2017-12 | $1,944,989 | $1,949,112 | -$4,123 |
| FULTON FINANCIAL ADVISORS 01-0 | PURCHASE | 2017-12 | $1,592,553 | $1,506,465 | $86,088 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FULTON FINANCIAL ADVISORS | FMV | $4,059,985 | $4,059,985 |
| FS ENERGY & POWER FD | FMV | $242,120 | $242,120 |
| FS INVESTMENT CORP II | FMV | $309,825 | $309,825 |
| METLIFE SECURITIES 005572 | FMV | $851,284 | $851,284 |
| METLIFE SECURITIES 005574 | FMV | $1,738,229 | $1,738,229 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX DEPOSITS | Desc |
| BOY Book Value | $7,932 | BOYBookValueAmt |
| EOY Book Value | $7,987 | EOYBookValueAmt |
| EOYFMV | $7,987 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK CHARGES | $39 |
| INSURANCE | $18,000 |
| DUES AND MEMBERSHIPS | $750 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED NET GAINS ON INVESTMENTS | Desc |
| Amt | $449,711 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER INVESTMENT FEES | CategoryTxt |
| Amt | $43,729 | Amt |
| Net Investment Income | $43,729 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MERRELL F CLARK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 DEER FORD DR | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990 PF EXCISE | $1,545 | $1,545 |
| FOREIGN TAXES | $485 | $485 |
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