THE CLARK FMILY PRVT FNDTION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE CLARK FMILY PRVT FNDTION INC (EIN 77-0607976)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-08
- IRS object ID
- 201613139349100801
- Schema version
- 2015v2.1
- 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 | 2016-11-08T14:04:40-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-11-01 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $4,907,541 | 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 | $20,069 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $72 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $72 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $116,969 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $116,334 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $232,605 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,050,563 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $266,768 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$19,195 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$19,195 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $350,520 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $363,979 | 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 | $54,043 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,043 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,110 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $659 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $114 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $114 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,541 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,568 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,973 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $132,912 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,270 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $62,191 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $201,264 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $201,264 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $334,176 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,270 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $263,455 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,344 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $302,709 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $76,296 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $208,698 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $208,698 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,057,131 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,897,845 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,591,891 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $812,802 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $856,030 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,106,952 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,946,229 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,962,573 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,907,541 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,946,229 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,962,573 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,946,229 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,962,573 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,946,229 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,962,573 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,946,229 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,344 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,962,573 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,962,573 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $5,050,563 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,783,795 | CostOrOtherBasisAmt |
| Gain Or Loss | $266,768 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $266,768 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $266,768 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $152,298 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,332,827 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028559 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $137,333 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,794,369 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.028645 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $117,524 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,564,483 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.032971 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $141,315 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,304,552 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042764 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $72,682 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,294,842 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.031672 | DistributionYr5Rt |
| Total Distribution | 0.164611 | TotalDistributionRt |
| Average Distribution | 0.032922 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,248,119 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $172,779 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,027 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $175,806 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $263,455 | 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 | $3,027 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,027 | SubtotalAmt |
| Tax Based On Investment Income | $3,027 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,276 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,276 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $5,249 | OverpaymentAmt |
| Applied To ES Tax | $3,100 | AppliedToESTaxAmt |
| Refund | $2,149 | 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 (7 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 | |
| J Philip Clark | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir / Sec | 1.0 | $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 | $3,812,654 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $408,434 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,106,952 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,328,040 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,328,040 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,921 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,248,119 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $262,406 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $262,406 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,027 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,027 | TotalTaxAmt |
| Distributable Before Adj | $259,379 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $259,379 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $259,379 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $263,455 | 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 | $263,455 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,027 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $260,428 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $259,379 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $258,544 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Qualifying Distributions | $263,455 | QualifyingDistributionsAmt |
| Applied To Year1 | $258,544 | AppliedToYear1Amt |
| Applied To Current Year | $4,911 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $254,468 | 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 (33 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALEXS LEMONADE STAND FOUNDATION | ||||||||||||
| 333 E LANCASTER AVE 414 | WYNNEWOOD | PA | 19096 | N/A | PC | General & Unrestricted | $200 | |||||
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI | ||||||||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $1,000 | |||||
| ANGLICAN DIOCESE IN NEW ENGLAND | ||||||||||||
| 6 ALLENS CT | AMESBURY | MA | 01913 | N/A | PC | Canon Andrea Mueller-Prayer and Healing Ministries fund | $10,000 | |||||
| ANIMAL CARE AND CONTROL OF NEW YORK CITY INC | ||||||||||||
| 11 PARK PL STE 805 | NEW YORK | NY | 10007 | N/A | PC | General & Unrestricted | $1,000 | |||||
| B Velez | ||||||||||||
| 1 Indiana Place | Norwalk | CT | 06854 | NONE | I | Hardship Assistance Grant | $5,000 | |||||
| CIRCLE OF HOPE K9 RESCUE | ||||||||||||
| 227 OIL WELL RD | JACKSON | TN | 38305 | N/A | PC | food and shelter for animals that are being rescued | $1,000 | |||||
| ELON UNIVERSITY | ||||||||||||
| 2600 CAMPUS BOX | ELON | NC | 27244 | N/A | PC | School of Communications - Clark Family Sound Effects Studio | $28,500 | |||||
| ELON UNIVERSITY | ||||||||||||
| 2600 CAMPUS BOX | ELON | NC | 27244 | N/A | PC | School of Communications equipment fund | $15,000 | |||||
| ETHEL WALKER SCHOOL INC | ||||||||||||
| 230 BUSHY HILL RD | SIMSBURY | CT | 06070 | N/A | PC | Centennial Center | $2,000 | |||||
| FRIENDS OF TEEN RANCH FOUNDATION INC | ||||||||||||
| N/A | PC | General & Unrestricted | $2,000 | PO BOX 77 | calendon village | on | CA | L7K 1 | ||||
| GARDEN OF DREAMS FOUNDATION | ||||||||||||
| 2 PENN PLZ FL 8 | NEW YORK | NY | 10121 | N/A | PC | Garden of Dreams with NY Rangers Program | $2,000 | |||||
| GRACE NOTES INC | ||||||||||||
| PO BOX 14 | OLD GREENWICH | CT | 06870 | N/A | PC | General & Unrestricted | $1,000 | |||||
| GREEN MOUNTAIN TECHNOLOGY AND CAREER CENTER | ||||||||||||
| 738 RTE 15 W | HYDE PARK | VT | 05655 | N/A | PC | Technology needs Fund | $4,000 | |||||
| GREEN MOUNTAIN TECHNOLOGY AND CAREER CENTER | ||||||||||||
| 738 RTE 15 W | HYDE PARK | VT | 05655 | N/A | PC | the Jack Clark award, the Isolda 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 | PC | Sustainable AG & Food System | $10,000 | |||||
| GREENS FARMS ACADEMY INC | ||||||||||||
| PO BOX 998 | GREENS FARMS | CT | 06838 | N/A | PC | General & Unrestricted | $2,000 | |||||
| GREENS FARMS ACADEMY INC | ||||||||||||
| PO BOX 998 | GREENS FARMS | CT | 06838 | N/A | PC | CT Robotics Project | $250 | |||||
| JUPITERFIRST CHURCH INC | ||||||||||||
| 1475 INDIAN CREEK PKWY | JUPITER | FL | 33458 | N/A | PC | General & Unrestricted | $5,000 | |||||
| MALTZ JUPITER THEATRE INC | ||||||||||||
| 1001 E INDIANTOWN RD | JUPITER | FL | 33477 | N/A | PC | General & Unrestricted | $21,500 | |||||
| MEALS ON WHEELS OF LAMOILLE COUNTY INC | ||||||||||||
| PO BOX 1427 | MORRISVILLE | VT | 05661 | N/A | PC | General & Unrestricted | $1,000 | |||||
| RENEWAL COALITION INC | ||||||||||||
| 88 W RIVERSIDE DR | JUPITER | FL | 33469 | N/A | PC | General & Unrestricted | $1,500 | |||||
| RENEWAL COALITION INC | ||||||||||||
| 88 W RIVERSIDE DR | JUPITER | FL | 33469 | N/A | PC | Hosting 7 Couples (Veteran) September Retreats | $1,200 | |||||
| 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 MS512 | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $250 | |||||
| THE MANHATTAN CHILDRENS CENTER INC | ||||||||||||
| 124 W 95TH ST | NEW YORK | NY | 10025 | N/A | PC | Julian's Class Smart Table Project | $2,000 | |||||
| TRINITY CHURCH | ||||||||||||
| 15 SHERWOOD PL | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $15,000 | |||||
| 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 | $1,500 | |||||
| UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED | ||||||||||||
| 2390 ALUMNI DR | STORRS | CT | 06269 | N/A | PC | Valerie J. Pichette Scholarship Fund | $10,000 | |||||
| WOMENS SPORTS FOUNDATION | ||||||||||||
| EISENHOWER PARK 1899 HEMPSTEAD | EAST MEADOW | NY | 11554 | N/A | PC | General & Unrestricted | $500 | |||||
| WORLD VISION | ||||||||||||
| PO BOX 78481 | TACOMA | WA | 98481 | N/A | PC | Sponsored Children fund | $2,160 | |||||
| YALE UNIVERSITY | ||||||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Yale Hockey Association Fund | $10,000 | |||||
| YALE UNIVERSITY | ||||||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Yale Hockey Association fund | $35,604 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $201,264 | 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 | $72 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,969 | 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 | $232,605 | 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 | -$19,195 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $330,451 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $330,451 | 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 | $20,069 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | EPOCH GLOBAL EQUITY SHAREHOLDER YIELD F EPSYX, 1086 sh. | NoncashPropertyDesc |
| Fair Market Value | $20,069 | FairMarketValueAmt |
| Received | 2015-11-25 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLIANCEBERNSTEIN REIT INSTL F | $199,740 | $212,691 |
| ALLIANT CORP | $9,679 | $9,368 |
| ANADARKO PETROLEUM CORP | $13,143 | $7,287 |
| AQR MULTI STRGY ALTERNATIVE | $172,000 | $172,000 |
| ARES CAPITAL CORPORATION | $39,395 | $33,958 |
| CALPINE CORP | $19,510 | $13,023 |
| CENTERPOINT ENERGY | $13,818 | $11,934 |
| CHICAGO BRIDGE & IRON | $12,228 | $9,748 |
| COLUMBIA PIPELINE GROUP INC | $13,463 | $10,000 |
| CONSOL ENERGY INC | $20,981 | $5,530 |
| DOMINION RESOURCES INC | $20,079 | $18,601 |
| ENBRIDGE INC | $5,366 | $3,319 |
| EPOCH GLOBAL EQUITY SHAREHOLDE | $21,292 | $19,653 |
| GOLUB CAPITAL BDC, INC | $34,518 | $32,878 |
| ISHARES RUSSELL 2000 | $282,305 | $267,698 |
| ISHARES S&P 500 INDEX FD | $687,120 | $682,011 |
| METROPOLITAN WEST RETURN BOND | $474,542 | $456,891 |
| NEW MOUNTAIN FINANCE | $42,777 | $38,057 |
| NEXTERA ENERGY, INC | $20,884 | $20,778 |
| NRG YIELD INC CL A (NYLD) | $13,844 | $8,856 |
| NRG YIELD INC CL-A | $7,929 | $4,173 |
| OGE ENERGY CORP | $13,173 | $10,516 |
| ONEOK INC | $16,895 | $9,248 |
| PLAINS GP HOLDINGS LP | $5,907 | $3,071 |
| PRINCIPAL GLOBAL MULTI-STRATEG | $172,000 | $170,709 |
| SCHLUMBERGER LTD | $5,902 | $4,534 |
| SEMPRA ENERGY | $20,549 | $17,862 |
| SPECTRA ENERGY CORP-W/I | $17,972 | $11,970 |
| TEEKAY CORP | $17,155 | $3,849 |
| TPG SPECIALTY LENDING INC | $50,076 | $46,730 |
| TRIANGLE CAPITAL CORPORATION | $32,266 | $28,340 |
| U G I CP | $10,586 | $10,128 |
| VANGUARD FTSE DEVELOPED MARKET | $688,246 | $645,390 |
| VANGUARD FTSE EMERGING MARKETS | $605,923 | $490,289 |
| VANGUARD SF REIT ETF | $94,074 | $88,979 |
| WILLIAMS COS | $22,508 | $11,822 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FM FIFTH AVENUE FUND, LTD. | $250,000 | $314,187 |
| PHOENIX CAPITAL REALTY FUND V | $319,267 | $512,063 |
| PHOENIX FUND VI BLOCKER, LP | $286,763 | $280,702 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $26,860 | $26,860 | |
| Bank Charges | $487 | $487 | |
| K-1 Exp PHOENIX CAPITAL REALTY | $6,081 | $6,081 | |
| Payroll Processing Fees | $1,088 | $1,088 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss PHOENIX CAPITAL REALTY FUND V, L.P | Desc |
| Revenue And Expenses Per Books | -$19,195 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$19,195 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $54,043 | Amt |
| Net Investment Income | $54,043 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2015 | $8,000 | |
| 990-PF Extension for 2014 | $1,451 | |
| Foreign Tax Paid | $659 | $659 |
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