CLARK FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CLARK FAMILY FOUNDATION (EIN 20-1658721)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201623199349102017
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T13:44:03-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232191774 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTTMUND CHEEK & CO INC | 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 | 2015-01-01 | 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 |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DIANE F CHEEK | PreparerPersonNm |
| PTIN | P00168551 | PTIN |
| Phone | 7172995291 | PhoneNum |
| Preparation | 2016-11-14 | PreparationDt |
| 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 | $6,234,800 | 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 | $600,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $34,539 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,429 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $184,868 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $184,868 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$15,554 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,281,485 | GrossSalesPriceAmt |
| Total Rev And Expnss | $803,853 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $200,297 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,085 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $40,369 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $40,369 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $36 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $6,548 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,548 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $19,594 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $69,632 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,917 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $442,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $442,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $512,382 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,917 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $442,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $291,471 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $153,380 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $551,177 | CashBOYAmt |
| Cash EOY | $608,942 | CashEOYAmt |
| Cash EOYFMV | $608,942 | CashEOYFMVAmt |
| Other Investments BOY | $5,847,008 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,619,658 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,619,658 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,604 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,200 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,200 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,402,789 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,234,800 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,234,800 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $6,402,789 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,234,800 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,402,789 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,234,800 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,402,789 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,234,800 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,402,789 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $291,471 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,694,260 | SubtotalAmt |
| Other Decreases | $459,460 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,234,800 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $461,575 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,957,688 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.077476 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $395,675 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,374,124 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.073626 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $394,384 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,021,574 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.078538 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $416,636 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,135,810 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.100739 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $303,558 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,523,838 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.086144 | DistributionYr5Rt |
| Total Distribution | 0.416523 | TotalDistributionRt |
| Average Distribution | 0.083305 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,940,801 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $494,898 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,534 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $496,432 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $442,750 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,068 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,068 | SubtotalAmt |
| Tax Based On Investment Income | $3,068 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,132 | OverpaymentAmt |
| Applied To ES Tax | $3,132 | 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 | 10.00 | $0 | $0 | $0 |
| DORIS D CLARK | ||||||||
| 37 DEER FORD DRIVE | LANCASTER | PA | 17601 | VICE PRESIDE | 10.00 | $0 | $0 | $0 |
| JENNIFER C HESSINGER | ||||||||
| 934 CENTERVILLE ROAD | LANCASTER | PA | 17601 | TREASURER | 15.00 | $0 | $0 | $0 |
| MARK C HESSINGER | ||||||||
| 934 CENTERVILLE ROAD | LANCASTER | PA | 17601 | ASST TREASUR | 10.00 | $0 | $0 | $0 |
| ANN M CLARK | ||||||||
| 918 HIGHLAND COURT | LANCASTER | PA | 17601 | SECRETARY | 10.00 | $0 | $0 | $0 |
| JEFFREY S CLARK | ||||||||
| 918 HIGHLAND COURT | LANCASTER | PA | 17601 | ASST SECRETA | 15.00 | $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 | $5,880,479 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $145,389 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,402 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,031,270 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,031,270 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,469 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,940,801 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $297,040 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $297,040 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,068 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,068 | TotalTaxAmt |
| Distributable Before Adj | $293,972 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $293,972 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $293,972 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $442,750 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $442,750 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $442,750 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $293,972 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $133,330 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $216,913 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $153,267 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $131,572 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $169,865 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $804,947 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $442,750 | QualifyingDistributionsAmt |
| Applied To Current Year | $293,972 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $148,778 | RemainingDistriFromCorpusAmt |
| Total Corpus | $953,725 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $133,330 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $820,395 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $216,913 | ExcessFromYear4Amt |
| Excess From Year3 | $153,267 | ExcessFromYear3Amt |
| Excess From Year2 | $131,572 | ExcessFromYear2Amt |
| Excess From Year1 | $169,865 | ExcessFromYear1Amt |
| Excess From Current Year | $148,778 | 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 (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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 |
| GIRLS ON THE RUN | |||||||
| 3339 WARD STREET | PITTSBURGH | PA | 15213 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $10,000 |
| HANDS ON HOUSE | |||||||
| 721 LANDIS VALLEY RD | LANCASTER | PA | 17601 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $1,000 |
| LANCASTER DAY CARE CENTER | |||||||
| 150 SOUTH QUEEN ST | LANCASTER | PA | 17602 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $65,000 |
| LANCASTER PUBLIC LIBRARY | |||||||
| 124 NORTH DUKE ST | LANCASTER | PA | 17602 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $70,000 |
| LANCASTER SCIENCE FACTORY | |||||||
| 454 NEW HOLLAND AVE | LANCASTER | PA | 17602 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $12,000 |
| LANCASTER TENNIS PATRONS | |||||||
| 1930 KESTREL CT | LANCASTER | PA | 17601 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $20,000 |
| MOM'S HOUSE | |||||||
| 415 SOUTH QUEEN ST | LANCASTER | PA | 17602 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $4,000 |
| MUSSER FOUNDATION | |||||||
| 300 STEVENS ROAD | STEVENS | PA | 17578 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $30,000 |
| SCHREIBER PEDIATRIC REHAB | |||||||
| 625 COMMUNITY WAY | LANCASTER | PA | 17603 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $250 |
| SPANISH AMERICAN LANC SPORTS ASSOC | |||||||
| 401 ATKINS AVE | LANCASTER | PA | 17603 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $1,000 |
| UNITED DISABLITIES SERVICES | |||||||
| 1901 OLDE HOMESTEAD LANE | LANCASTER | PA | 17601 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $36,500 |
| AARON'S ACRES | |||||||
| 1861 CHARTER LANE 114 | LANCASTER | PA | 17601 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $5,000 |
| THE MIX AT ARBOR PLACE | |||||||
| 520 NORTH STREET | LANCASTER | PA | 17602 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $40,000 |
| LCBC | |||||||
| 2392 MOUNT JOY ROAD | MANHEIM | PA | 17545 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $500 |
| FIRST TEE OF THE LOWCOUNTRY | |||||||
| 151 GUMTREE ROAD | HILTON HEAD ISLAND | SC | 29926 | NOT APPLICABLE | PUBLIC CHARI | CONTRIBUTION TO GENERAL FUND | $1,000 |
| LANCASTER THEOLOGICAL SEMINARY | |||||||
| 555 WEST JAMES 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 | $442,750 | 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 | $34,539 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $184,868 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$15,554 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $203,853 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $203,853 | 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 | $550,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCT - ROTTMUND, CHEEK & CO., IN | CategoryTxt |
| Amt | $3,085 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt | BasisBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | PURCHASE | 2015-12 | $41,565 | $41,565 | |
| PERSHING LLC | PURCHASE | 2015-12 | $49,000 | -$2,162 | $51,162 |
| PERSHING LLC | PURCHASE | 2015-12 | $78,771 | -$2,818 | $81,589 |
| PERSHING LLC | PURCHASE | 2015-12 | $249,543 | $10,700 | $238,843 |
| FULTON FINANCIAL | PURCHASE | 2015-12 | $1,004,340 | $951 | $1,003,389 |
| FULTON FINANCIAL | PURCHASE | 2015-12 | $635,025 | -$46,715 | $681,740 |
| NATIONAL FINL SERVICES | PURCHASE | 2015-12 | $99,249 | -$6,335 | $105,584 |
| NATIONAL FINL SERVICES | PURCHASE | 2015-12 | $123,992 | -$10,740 | $134,732 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FULTON FINANCIAL ADVISORS | FMV | $3,238,801 | $3,238,801 |
| NEW ENGLAND SEC 009846 | FMV | ||
| NEW ENGLAND SEC 009887 | FMV | ||
| FS ENERGY & POWER FD | FMV | $211,776 | $211,776 |
| FS INVESTMENT CORP II | FMV | $249,244 | $249,244 |
| METLIFE SECURITIES 005572 | FMV | $859,898 | $859,898 |
| METLIFE SECURITIES 005574 | FMV | $1,059,939 | $1,059,939 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX DEPOSITS | Desc |
| BOY Book Value | $4,604 | BOYBookValueAmt |
| EOY Book Value | $6,200 | EOYBookValueAmt |
| EOYFMV | $6,200 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED NET LOSSES ON INVESTMENTS | Desc |
| Amt | $459,460 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK CHARGES | $94 |
| INSURANCE | $18,000 |
| DUES AND MEMBERSHIPS | $1,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER INVESTMENT FEES | CategoryTxt |
| Amt | $40,369 | Amt |
| Net Investment Income | $40,369 | 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 DRIVE | 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 | $6,174 | $6,174 |
| FOREIGN TAXES | $374 | $374 |
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