CLARK FAMILY FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
CLARK FAMILY FOUNDATION INC (EIN 20-8087487)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-08
IRS object ID
201813129349100956
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-08T13:37:00-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341897225PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HILL BARTH & KING LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13838 TAMIAMI TRAIL NORTHAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208087487EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CLARK FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCLARBusinessNameControlTxt
Phone2395981156PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1868 102ND AVENUE NORTH SUITE 302AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDOLLIE M COSTAPersonNm
Person TitleDIRECTOR, SECRETARY AND TREASURERPersonTitleTxt
Phone2395981156PhoneNum
Signature2018-10-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRON WALTHERPreparerPersonNm
PTINP00052535PTIN
Phone2392632111PhoneNum
Preparation2018-10-31PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address198.167.186.164IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-10-31IPDt
IP Tm14:16:56IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdAFDD943705A10B1C917EDCA735F8E6E632256C53AtSubmissionCreationDeviceId
At Submission Filing Device IdFD1ED68E0C6435E5C23BBAD7D212CA9A28D46722AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,329,163FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,114,988ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$134,435DividendsRevAndExpnssAmt
Dividends Net Invst Incm$132,432DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$400,190NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,950,972GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$400,190CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,649,613TotalRevAndExpnssAmt
Total Net Invst Incm$532,622TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$11,898OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$11,898OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,784TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,784TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$19,354OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$19,354OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$5,146TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$5,146TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$36,814OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$26,129OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$10,685OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$76,996TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$29,913TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$47,083TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,995,394ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,995,394ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,072,390TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$29,913TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,042,477TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,422,777ExcessRevenueOverExpensesAmt
Net Investment Income$502,709NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,601CashBOYAmt
Cash EOY$869,719CashEOYAmt
Cash EOYFMV$869,719CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,435,708SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$103,778SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$103,778SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,045,910CorporateStockBOYAmt
Corporate Stock EOY$2,566,909CorporateStockEOYAmt
Corporate Stock EOYFMV$3,153,434CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,172,189CorporateBondsBOYAmt
Corporate Bonds EOY$1,848,490CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,840,435CorporateBondsEOYFMVAmt
Other Investments BOY$547,969OtherInvestmentsBOYAmt
Other Investments EOY$403,289OtherInvestmentsEOYAmt
Other Investments EOYFMV$357,804OtherInvestmentsEOYFMVAmt
Other Assets BOY$4,357OtherAssetsBOYAmt
Other Assets EOY$3,993OtherAssetsEOYAmt
Other Assets EOYFMV$3,993OtherAssetsEOYFMVAmt
Total Assets BOY$10,216,734TotalAssetsBOYAmt
Total Assets EOY$5,796,178TotalAssetsEOYAmt
Total Assets EOYFMV$6,329,163TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$10,216,734RetainedEarningBOYAmt
Retained Earning EOY$5,796,178RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,216,734TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,796,178TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,216,734TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,796,178TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,216,734TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,422,777ExcessRevenueOverExpensesAmt
Other Increases$2,221OtherIncreasesAmt
Subtotal$5,796,178SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,796,178TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
WELLS FARGO #9254$3,023$3,043-$20-$20
WELLS FARGO #9254$2,123,771$2,024,411$99,360$99,360
WELLS FARGO #9254$1,810,300$1,523,328$286,972$286,972
CAPITAL GAINS DIVIDENDS$13,878$13,878$13,878P
FieldValueIRS element (for citing)
Capital Gain Net Income$400,190CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,366,064AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$7,297,246NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.461279DistributionYr1Rt
Adjusted Qlfy Distri Yr2$396,407AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,458,327NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.088914DistributionYr2Rt
Adjusted Qlfy Distri Yr3$256,350AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,554,856NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.056281DistributionYr3Rt
Adjusted Qlfy Distri Yr4$204,273AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,389,347NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.046538DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,056AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,926,373NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000524DistributionYr5Rt
Total Distribution0.653536TotalDistributionRt
Average Distribution0.130707AverageDistributionRt
Net Vl Noncharitable Assets$8,208,762NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,072,943AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,027NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,077,970AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$7,042,477QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$5,027InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,027SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,027TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,365EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,365TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,662TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDOLLIE COSTA DIRECTOR SECRETARYTIndividualWithBooksNm
Phone2395981156PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1868 102ND AVENUE NORTH SUITE 302AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34108ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LAURA L CLARK
868 102ND AVENUE NORTH SUITE 302NAPLESFL34108DIRECTOR, PRESIDENT1.00$0$0$0
ROBERT B CLARK
868 102ND AVENUE NORTH SUITE 302NAPLESFL34108DIRECTOR1.00$0$0$0
ELIZABETH L TAYLOR
868 102ND AVENUE NORTH SUITE 302NAPLESFL34108DIRECTOR, VICE PRESIDENT3.00$0$0$0
DOLLIE COSTA
868 102ND AVENUE NORTH SUITE 302NAPLESFL34108DIRECTOR, SECRETARY, TREASURER3.00$0$0$0
LESLIE CLARK
868 102ND AVENUE NORTH SUITE 302NAPLESFL34108DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,623,866AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,709,903AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,333,769TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,333,769AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$125,007CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,208,762NetVlNoncharitableAssetsAmt
Minimum Investment Return$410,438MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$410,438MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,027TaxBasedOnInvestmentIncomeAmt
Total Tax$5,027TotalTaxAmt
Distributable Before Adj$405,411DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$405,411DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$405,411DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,042,477ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$7,042,477QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$5,027PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$7,037,450AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$405,411DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$22,261ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$177,541ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,002,522ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,202,324TotalExcessDistributionCyovAmt
Qualifying Distributions$7,042,477QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$405,411AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,637,066RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$9,839,390TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$9,839,390ExcessDistriCyovToNextYrAmt
Excess From Year3$22,261ExcessFromYear3Amt
Excess From Year2$177,541ExcessFromYear2Amt
Excess From Year1$3,002,522ExcessFromYear1Amt
Excess From Current Year$6,637,066ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACADEMY OF MUSIC PRODUCTION EDUCATION AND DEVELOPMENT
4425 GREENWOOD AVELOUISVILLEKY40211NONEPCCHARITABLE$20,000
ACHIEVEMENT ACADEMY
716 E BELLA VISTA STREETLAKELANDFL33805NONEPCCHARITABLE$150,000
ARKANSAS CHILDRENS HOSPITAL
1 CHILDRENS WAYLITTLE ROCKAR72202NONEPCCHARITABLE$2,500,000
BIG BROTHERS BIG SISTERS OF KENTUCKIANA
1519 GARDINER LANELOUISVILLEKY40218NONEPCCHARITABLE$20,000
BLESSINGS IN A BACKPACK
4121 SHELBYVILLE ROADLOUSIVILLEKY40207NONEPCCHARITABLE$25,000
BOYS & GIRLS CLUBS OF KENTUCKIANA
3900 CRITTENDEN DRIVELOUISVILLEKY40209NONEPCCHARITABLE$20,000
CENTRAL FLORIDA SPEECH AND HEARING CENTER
3020 LAKELAND HIGHLANDS ROADLAKELANDFL33813NONEPCCHARITABLE$190,600
CENTRAL KENTUCKY RIDING FOR HOPE
4185 WALT ROBERTSON ROADLEXINGTONKY40511NONEPCCHARITABLE$500,000
GULF COAST HIGH SCHOOL BAND AID CLUB
7878 SHARK WAYNAPLESFL34119NONEPCCHARITABLE$15,000
GIGI'S PLAYHOUSE INDIANAPOLIS
5909 E 86TH STREETINDIANAPOLISIN46250NONEPCCHARITABLE$45,000
LEE HEALTH FOUNDATION
16451 HEALTHPARK COMMONS DR SUITEFORT MYERSFL33908NONEPCCHARITABLE$22,600200
GRACE PLACE FOR CHILDREN AND FAMILIES
4300 21ST AVE SWNAPLESFL34116NONEPCCHARITABLE$875,000
GUADALUPE CENTER INC
509 HOPE CIRCLEIMMOKALEEFL34142NONEPCCHARITABLE$50,000
HOME OF THE INNOCENTS
1100 E MARKET STLOUISVILLEKY40206NONEPCCHARITABLE$500,000
KIDS CANCER ALLIANCE INC
607 W MAIN ST SUITE 200LOUISVILLEKY40202NONEPCCHARITABLE$25,000
LACES OF LOVE CHARITABLE FOUNDATION INC
1900 GULF SHORE BLVD NORTH UNIT 402NAPLESFL34102NONEPCCHARITABLE$15,000
LAKELAND VOLUNTEERS IN MEDICINE
1021 LAKELAND HILLS BLVDLAKELANDFL33805NONEPCCHARITABLE$50,000
MAKE-A-WISH CENTRAL & NOTHERN FLORIDA
1020 NORTH ORLANDO AVE SUITE 100MAITLANDFL32751NONEPCCHARITABLE$80,000
MAKE-A-WISH MID SOUTH ARKANSAS
1780 MORIAH WOODS BLVD SUITE 10MEMPHISTN38117NONEPCCHARITABLE$80,000
MAKE-A-WISH SOUTHERN FLORIDA
4491 S STATE ROAD 7 SUITE 201FT LAUDERDALEFL33314NONEPCCHARITABLE$50,000
MARYHURST INC
1015 DORSEY LANELOUISVILLEKY40223NONEPCCHARITABLE$142,106
PACE CENTER FOR GIRLS - POLK COUNTY
ONE WEST ADAMS STREET SUITE 301JACKSONVILLEFL32202NONEPCCHARITABLE$350,000
PATHWAYS TOGO INC
58 SIDE CUT RDREDDINGCT06896NONEPCCHARITABLE$6,000
PAWS WITH A CAUSE INC
4646 S DIVISIONWAYLANDMI49348NONEPCCHARITABLE$90,000
PAWS WITH PURPOSE
PO BOX 5458LOUISVILLEKY40255NONEPCCHARITABLE$10,000
PEACE RIVER CENTER
1239 EAST MAIN STREETBARTOWFL33830NONEPCCHARITABLE$150,000
POLK EDUCATION FOUNDATION
1530 SHUMATE DRIVEBARTOWFL33830NONEPCCHARITABLE$103,075
THE CENTER FOR WOMEN AND FAMILIES
PO BOX 2048LOUISVILLEKY40201NONEPCCHARITABLE$20,545
THE SHELTER FOR ABUSED WOMEN & CHILDREN INC
PO BOX 10102NAPLESFL34101NONEPCCHARITABLE$634,468
UPSIDE THERAPEUTIC RIDING INC
250 KENWOOD HILL ROADLOUISVILLEKY40214NONEPCCHARITABLE$28,500
USPIRITUS INC
3121 BROOKLAWN CAMPUS DRIVELOUISVILLEKY40218NONEPCCHARITABLE$20,000
VALERIE'S HOUSE
1762 FOWLER STFORT MYERSFL33901NONEPCCHARITABLE$100,000
YOUTH HAVEN INC
5867 WHITAKER ROADNAPLESFL34112NONEPCCHARITABLE$107,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,995,394TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$134,435ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$400,190ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$534,625ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$534,625TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID MICHAEL CLARK TRUST UAD 4-10-73BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1868 102ND AVENUE NORTH SUITE 302AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34108ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,114,988TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNOT REQUIRED.ExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOMEBondNm
EOY Book Value$1,848,490EOYBookValueAmt
EOYFMV$1,840,435EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIES AND MUTUAL FUNDSStockNm
EOY Book Value$2,566,909EOYBookValueAmt
EOYFMV$3,153,434EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemREAL ASSET FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$403,289BookValueAmt
EOYFMV$357,804EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DIVIDEND RECEIVABLE$4,357$0$0
DEPOSITS$0$3,993$3,993

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$26,129$26,129$0
FILING FEES$61$0$61
INSURANCE$700$0$700
POSTAGE$1,756$0$1,756
SUPPLIES$249$0$249
TELEPHONE$465$0$465
PROGRAM/GRANT MAKING EXPENSES$1,487$0$1,487
MEMBERSHIP DUES$1,500$0$1,500
DOMAIN/WEB HOSTING$413$0$413
OPERATING EXPENSE$763$0$763
UTILITIES$653$0$653
OFFICE CLEANING$1,238$0$1,238
MAINTENANCE$1,400$0$1,400

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT TO BEGINNING BALANCEDesc
Amt$2,221Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$11,898Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$11,898DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID M CLARK TRUST UAD 4-10-73BusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1868 102ND AVENUE NORTH SUITE 302AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34108ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$3,784Amt
Net Investment Income$3,784NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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