THE CLARK FMILY PRVT FNDTION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE CLARK FMILY PRVT FNDTION INC (EIN 77-0607976)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201703199349103350
- Schema version
- 2016v3.1
- 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 | 2017-11-15T14:45:43-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-11-06 | 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 | 06391520173195000017 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9D59D74B225D538E4555D08F8D8ED29667824494 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 70AA59F2BE43B178611149847D763A183DD9022D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,008,401 | 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 | $43,088 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $188 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $188 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $95,350 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $95,350 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,865 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $432,806 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$22,127 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$24,276 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $112,634 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $71,262 | 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 | $2,229 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,229 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $57,476 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,476 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $935 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $135 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,155 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,155 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,155 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,532 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,623 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $124,630 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,143 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $60,687 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $198,510 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $198,510 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $323,140 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,143 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $259,197 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$210,506 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,119 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $208,698 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $72,913 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $72,913 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,897,845 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,557,782 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,503,107 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $856,030 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,121,372 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,432,381 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,962,573 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,752,067 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,008,401 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,962,573 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,752,067 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,962,573 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,752,067 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,962,573 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,752,067 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,962,573 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$210,506 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,752,067 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,752,067 | 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 | $432,806 | $465,065 | -$32,259 | -$32,259 |
| Passthrough K1 Capital Gain/(Loss) | $28,394 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,865 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $260,428 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,248,119 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049623 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $152,298 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,332,827 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.028559 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $137,333 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,794,369 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.028645 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $117,524 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,564,483 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.032971 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $141,315 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,304,552 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042764 | DistributionYr5Rt |
| Total Distribution | 0.182562 | TotalDistributionRt |
| Average Distribution | 0.036512 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,918,445 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $179,582 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $81 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $179,663 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $259,197 | 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 | $81 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $81 | SubtotalAmt |
| Tax Based On Investment Income | $81 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,900 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,900 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,819 | OverpaymentAmt |
| Applied To ES Tax | $100 | AppliedToESTaxAmt |
| Refund | $3,719 | RefundAmt |
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 / Dir / Sec | 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 | $3,415,058 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $189,661 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,388,626 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,993,345 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,993,345 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,900 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,918,445 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $245,922 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $245,922 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $81 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $81 | TotalTaxAmt |
| Distributable Before Adj | $245,841 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $245,841 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $245,841 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $259,197 | 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 | $259,197 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $81 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $259,116 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $245,841 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $254,468 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Qualifying Distributions | $259,197 | QualifyingDistributionsAmt |
| Applied To Year1 | $254,468 | AppliedToYear1Amt |
| Applied To Current Year | $4,729 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $241,112 | 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 (32 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANGLICAN DIOCESE IN NEW ENGLAND | ||||||||||||
| 6 ALLENS CT | AMESBURY | MA | 01913 | N/A | PC | Prayer and Healing Ministries Fund | $10,000 | |||||
| B Stewart | ||||||||||||
| 7715 Bluebell Ave | North Hollywood | CA | 91605 | NONE | I | Hardship Assistance Grant | $5,000 | |||||
| CIRCLE OF HOPE K9 RESCUE | ||||||||||||
| 93 MIFFLIN RD | JACKSON | TN | 38301 | N/A | PC | vet and food needs of animals rescued | $500 | |||||
| DAYTOP VILLAGE OF NEW JERSEY INC | ||||||||||||
| 80 W MAIN ST | MENDHAM | NJ | 07945 | N/A | PC | Charitable Event | $700 | |||||
| ELON UNIVERSITY | ||||||||||||
| 2600 CAMPUS BOX | ELON | NC | 27244 | N/A | PC | School of Communications - Clark Family Sound effects studio project | $21,500 | |||||
| ETHEL WALKER SCHOOL INC | ||||||||||||
| 230 BUSHY HILL RD | SIMSBURY | CT | 06070 | N/A | PC | Centennial Center | $1,500 | |||||
| FRIENDS OF TEEN RANCH FOUNDATION INC | ||||||||||||
| N/A | PC | General & Unrestricted | $3,000 | PO BOX 77 | CALEDON VILLAGE | ONTARIO | CA | L7K 3L3 | ||||
| GRACE NOTES INC | ||||||||||||
| PO BOX 14 | OLD GREENWICH | CT | 06870 | N/A | PC | General & Unrestricted | $500 | |||||
| GRACE NOTES INC | ||||||||||||
| PO BOX 14 | OLD GREENWICH | CT | 06870 | N/A | PC | Charitable Event | $5,000 | |||||
| GREEN MOUNTAIN TECHNOLOGY AND CAREER CENTER | ||||||||||||
| 738 RTE 15 W | HYDE PARK | VT | 05655 | N/A | GOV | the Jack Clark Award, the isolda clark award and the clark family scholarship fund | $9,000 | |||||
| GREEN MOUNTAIN TECHNOLOGY AND CAREER CENTER | ||||||||||||
| 738 RTE 15 W | HYDE PARK | VT | 05655 | N/A | GOV | techonology needs of the sustainable agriculture program and academic team | $5,000 | |||||
| GREENS FARMS ACADEMY INC | ||||||||||||
| PO BOX 998 | GREENS FARMS | CT | 06838 | N/A | PC | General & Unrestricted | $2,000 | |||||
| J Beckman | ||||||||||||
| PO Box 83223 | San Diego | CA | 92138 | NONE | I | Hardship Assistance Grant | $5,000 | |||||
| JACK THE BIKE MAN INC | ||||||||||||
| PO BOX 17565 | WEST PALM BEACH | FL | 33416 | N/A | PC | Great Give Project | $250 | |||||
| JEWISH THEOLOGICAL SEMINARY OF AMERICA | ||||||||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $1,500 | |||||
| JONATHANS LANDING CARES INC | ||||||||||||
| 16823 CAPTAIN KIRLE DR | JUPITER | FL | 33477 | N/A | PC | General & Unrestricted | $1,000 | |||||
| JUPITERFIRST CHURCH INC | ||||||||||||
| 1475 INDIAN CREEK PKWY | JUPITER | FL | 33458 | N/A | PC | General & Unrestricted | $2,000 | |||||
| JUPITERFIRST CHURCH INC | ||||||||||||
| 1475 INDIAN CREEK PKWY | JUPITER | FL | 33458 | N/A | PC | to replace projector and stock the new kitchen | $5,000 | |||||
| MALTZ JUPITER THEATRE INC | ||||||||||||
| 1001 E INDIANTOWN RD | JUPITER | FL | 33477 | N/A | PC | General & Unrestricted | $35,000 | |||||
| MEALS ON WHEELS OF LAMOILLE COUNTY INC | ||||||||||||
| PO BOX 1427 | MORRISVIILE | VT | 05661 | N/A | PC | General & Unrestricted | $1,000 | |||||
| RENEWAL COALITION INC | ||||||||||||
| 88 W RIVERSIDE DR | JUPITER | FL | 33469 | N/A | PC | General & Unrestricted | $3,300 | |||||
| SOUND BEACH VOLUNTEER SERVICES FOUNDATION INC | ||||||||||||
| 207 SOUND BEACH AVE | OLD GREENWICH | CT | 06870 | N/A | PC | General & Unrestricted | $100 | |||||
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | ||||||||||||
| 262 DANNY THOMAS PL MSC 512 | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $250 | |||||
| TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS | ||||||||||||
| 3033 WILSON BLVD STE 630 | ARLINGTON | VA | 22201 | N/A | PC | General & Unrestricted | $250 | |||||
| TRINITY CHURCH | ||||||||||||
| 5 RIVER RD | COS COB | CT | 06807 | N/A | PC | General & Unrestricted | $15,000 | |||||
| TRINITY GRACE CHURCH | ||||||||||||
| PO BOX 20108 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $2,500 | |||||
| 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 | $1,500 | |||||
| UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED | ||||||||||||
| 2390 ALUMNI DR U3206 | STORRS | CT | 06269 | N/A | PC | General & Unrestricted | $10,000 | |||||
| WORLD VISION | ||||||||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | N/A | PC | Sponsored Children Program | $2,160 | |||||
| YALE UNIVERSITY | ||||||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Yale Hockey Association fund | $12,000 | |||||
| YALE UNIVERSITY | ||||||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Yale Hockey Association fund | $35,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $198,510 | 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 | $188 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95,350 | 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 | -$3,865 | 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 (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 Inc/Loss | 14 | -$24,332 |
| CLASS ACTION LAWSUIT PROCEEDS | 01 | $56 |
| FEDERAL TAX REFUND | 01 | $2,149 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $69,546 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,546 | 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 J Philip | 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 | $43,088 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | MAINSTAY EPOCH GLOBAL EQUITY YIELD CL I MATIX, 1600 sh. | NoncashPropertyDesc |
| Fair Market Value | $43,088 | FairMarketValueAmt |
| Received | 2016-11-22 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLIANT CORP | $9,679 | $11,367 |
| ANADARKO PETROLEUM CORP | $13,143 | $10,460 |
| AQR MULTI STRGY ALTERNATIVE CL | $172,000 | $167,418 |
| ARES CAPITAL CORPORATION - CLO | $39,395 | $39,296 |
| CALPINE CORP | $20,775 | $11,430 |
| CENTERPOINT ENERGY | $13,818 | $16,016 |
| CHENIERE ENERGY INC | $8,692 | $8,286 |
| CONSOL ENERGY INC | $20,981 | $12,761 |
| DOMINION RESOURCES INC | $20,079 | $21,062 |
| DYNEGY INC HLDG CO | $4,182 | $2,538 |
| ENBRIDGE INC | $9,567 | $8,424 |
| GOLUB CAPITAL BDC, INC | $34,518 | $36,357 |
| ISHARES RUSSELL 2000 | $282,305 | $320,538 |
| ISHARES S&P 500 INDEX FD | $630,889 | $687,569 |
| KINDER MORGAN INC | $10,262 | $10,355 |
| MAINSTAY EPOCH GLOBAL EQUITY Y | $43,088 | $42,048 |
| MAINSTAY EPOCH GLOBAL EQUITY Y | $21,949 | $21,078 |
| METROPOLITAN WEST RETURN BOND | $474,542 | $453,019 |
| NEW MOUNTAIN FINANCE | $42,777 | $41,214 |
| NEXTERA ENERGY PARTNERS LP | $14,597 | $13,409 |
| NEXTERA ENERGY, INC | $8,775 | $10,154 |
| ONEOK INC | $16,895 | $21,529 |
| PLAINS GP HOLDINGS LP | $5,838 | $4,231 |
| PRINCIPAL GLOBAL MULTI-STRATEG | $172,000 | $176,034 |
| SCHLUMBERGER LTD | $10,834 | $10,494 |
| SEMPRA ENERGY COM | $20,549 | $19,122 |
| SPECTRA ENERGY CORP-W/I | $17,972 | $20,545 |
| TARGA RESOURCES CORP | $9,762 | $11,214 |
| TPG SPECIALTY LENDING INC | $50,076 | $53,817 |
| TRANSCANADA CORP | $12,233 | $13,545 |
| TRIANGLE CAPITAL CORPORATION | $32,266 | $27,198 |
| U G I CP | $7,976 | $10,368 |
| VANGUARD FTSE DEVELOPED MARKET | $688,246 | $642,227 |
| VANGUARD FTSE EMERGING MARKETS | $605,924 | $536,306 |
| WILLIAMS COS | $11,198 | $11,678 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FM FIFTH AVENUE FUND, LTD. | $250,000 | $320,678 |
| PHOENIX CAPITAL REALTY FUND V | $237,447 | $485,415 |
| PHOENIX FUND VI LP BLOCKER | $518,795 | $511,901 |
| PHOENIX FUND VII BLOCKER LLC | $115,130 | $114,387 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $24,563 | $24,563 | |
| K-1 Exp PHOENIX CAPITAL REALTY | $5,532 | $5,532 | |
| Payroll Processing Fees | $1,035 | $1,035 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss PHOENIX CAPITAL REALTY FUND V, L.P | -$24,332 | -$24,332 |
| Class Action Lawsuit Proceeds | $56 | $56 |
| Federal Tax Refund | $2,149 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $57,476 | Amt |
| Net Investment Income | $57,476 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2016 | $800 | |
| Foreign Tax Paid | $135 | $135 |
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