THE CLARK FMILY PRVT FNDTION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE CLARK FMILY PRVT FNDTION INC (EIN 77-0607976)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-11
- IRS object ID
- 201512239349100426
- Schema version
- 2014v5.0
- 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 | 2015-08-11T13:45:12-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 |
| Address Line2 | Suite 123 | AddressLine2Txt |
| 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 | 2015-07-27 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,310,317 | 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 | $9,963 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $42 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $42 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $154,740 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $145,272 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $159,106 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $884,946 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $159,255 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$21,178 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$21,178 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $302,673 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $283,391 | 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 | $2,524 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,524 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $18,684 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,684 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $16,372 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,788 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,355 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,355 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,160 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,431 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,729 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $102,775 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,903 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $62,288 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $90,010 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $90,010 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $192,785 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,903 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $152,298 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $109,888 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $253,488 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $170,254 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $76,296 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $76,296 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $214,333 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $3,946,775 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,057,131 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,318,197 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $504,979 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $812,802 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $915,824 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,836,341 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,946,229 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,310,317 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,836,341 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,946,229 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,836,341 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,946,229 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,836,341 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,946,229 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,836,341 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $109,888 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,946,229 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,946,229 | 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 | $884,946 | GrossSalesPriceAmt |
| Cost Or Other Basis | $725,691 | CostOrOtherBasisAmt |
| Gain Or Loss | $159,255 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $159,255 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $159,255 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $137,333 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,794,369 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028645 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $117,524 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,564,483 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.032971 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $141,315 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,304,552 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042764 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $72,682 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,294,842 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.031672 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $82,548 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,577,874 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052316 | DistributionYr5Rt |
| Total Distribution | 0.188368 | TotalDistributionRt |
| Average Distribution | 0.037674 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,332,827 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $200,909 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,535 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $203,444 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $152,298 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,070 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,070 | SubtotalAmt |
| Tax Based On Investment Income | $5,070 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,895 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,451 | AppliedToEsTaxAmt |
| Total Payments And Credits | $5,346 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $276 | OverpaymentAmt |
| Applied To ES Tax | $276 | 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 |
| 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 |
|---|---|---|---|---|---|---|
| Ashley Clark | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| Deborah Clark | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| Isolda Clark | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir | 1.0 | $31,680 |
| J Philip Clark | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir / Sec | 1.0 | $0 |
| JP Clark | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| Kenner L Clark | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| Elizabeth Fuller | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $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 | $4,483,623 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $122,001 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $808,414 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,414,038 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,414,038 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,211 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,332,827 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $266,641 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $266,641 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,070 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,070 | TotalTaxAmt |
| Distributable Before Adj | $261,571 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $261,571 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $261,571 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $152,298 | 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 | $152,298 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $152,298 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $261,571 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $149,271 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Qualifying Distributions | $152,298 | QualifyingDistributionsAmt |
| Applied To Year1 | $149,271 | AppliedToYear1Amt |
| Applied To Current Year | $3,027 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $258,544 | 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 (31 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 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 vet bills for rescued dogs | $1,500 | |||||
| ELON UNIVERSITY | ||||||||||||
| 2600 CAMPUS BOX | ELON | NC | 27244 | N/A | PC | Communication School | $1,000 | |||||
| ELON UNIVERSITY | ||||||||||||
| 2600 CAMPUS BOX | ELON | NC | 27244 | N/A | PC | Sigma Phi Epsilon Fraternity | $1,000 | |||||
| ELON UNIVERSITY | ||||||||||||
| 2600 CAMPUS BOX | ELON | NC | 27244 | N/A | PC | Scholarship Fund | $2,000 | |||||
| ELON UNIVERSITY | ||||||||||||
| 2600 CAMPUS BOX | ELON | NC | 27244 | N/A | PC | School of Communications Equipment Fund | $15,000 | |||||
| FRIENDS OF TEEN RANCH FOUNDATION INC | ||||||||||||
| N/A | PC | General & Unrestricted | $1,000 | 20682 HURONTARIO ST | CALENDON VILLAGE | Ontario | CA | L7K 1X1 | ||||
| GRACE NOTES INC | ||||||||||||
| PO BOX 14 | OLD GREENWICH | CT | 06870 | N/A | PC | General & Unrestricted | $1,500 | |||||
| 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 | $6,000 | |||||
| GREENS FARMS ACADEMY INC | ||||||||||||
| PO BOX 998 | GREENS FARMS | CT | 06838 | N/A | PC | General & Unrestricted | $1,000 | |||||
| IMENTOR | ||||||||||||
| 30 BROAD ST 9TH FL | NEW YORK | NY | 10004 | N/A | PC | iMentor Spring Benefit Fundraiser | $3,000 | |||||
| JOHN JAY COLLEGE | ||||||||||||
| 555 W 57TH ST FL 6 | NEW YORK | NY | 10019 | N/A | PC | mens and women's volleyball program | $1,500 | |||||
| JUPITERFIRST CHURCH INC | ||||||||||||
| 1475 INDIAN CREEK PKWY | JUPITER | FL | 33458 | N/A | PC | General & Unrestricted | $4,000 | |||||
| JUPITERFIRST CHURCH INC | ||||||||||||
| 1475 INDIAN CREEK PKWY | JUPITER | FL | 33458 | N/A | PC | Secret Shepherd Program | $500 | |||||
| LAMOILLE UNION HIGH SCHOOL | ||||||||||||
| 736 VERMONT RTE 15 W | HYDE PARK | VT | 05655 | N/A | PC | Band Fund | $1,000 | |||||
| LAMOILLE UNION HIGH SCHOOL | ||||||||||||
| 736 VERMONT RTE 15 W | HYDE PARK | VT | 05655 | N/A | PC | Varsity Softball Team | $3,000 | |||||
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||||||
| 1233 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | Jeramie Barber's fundraiser campaign | $1,000 | |||||
| PROSTATE CANCER FOUNDATION | ||||||||||||
| 1250 4TH ST | SANTA MONICA | CA | 90401 | N/A | PC | General & Unrestricted | $1,000 | |||||
| RENEWAL COALITION INC | ||||||||||||
| 88 W RIVERSIDE DR | JUPITER | FL | 33469 | N/A | PC | to help with a flight to bring a family home | $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 | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $250 | |||||
| TRINITY CHURCH | ||||||||||||
| 15 SHERWOOD PL | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $7,500 | |||||
| TRUSTEES OF UNION COLLEGE | ||||||||||||
| 807 UNION ST | SCHENECTADY | NY | 12308 | N/A | PC | General & Unrestricted | $1,500 | |||||
| TRUSTEES OF WESTMINSTER SCHOOL INC | ||||||||||||
| 995 HOPMEADOW ST | SIMSBURY | CT | 06070 | N/A | PC | Remainder Pledge for new academic building | $8,000 | |||||
| UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED | ||||||||||||
| 2390 ALUMNI DR | STORRS | CT | 06269 | N/A | PC | Neag School Of Education Scholarship Fund | $1,300 | |||||
| UNIVERSITY OF VERMONT | ||||||||||||
| 411 MAIN ST | BURLINGTON | VT | 05401 | N/A | PC | UVM band Fund | $500 | |||||
| WORLD VISION | ||||||||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | N/A | PC | Sponsored Children Fund | $2,160 | |||||
| WWP INC - WOUNDED WARRIOR PROJECT INC | ||||||||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | General & Unrestricted | $1,500 | |||||
| YALE HOCKEY ASSOCIATION | ||||||||||||
| PO BOX 1844 | NEW HAVEN | CT | 06508 | N/A | PC | Sponsorship of the YHA Golf Outing | $1,000 | |||||
| YALE UNIVERSITY | ||||||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Yale Hockey Association | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $90,010 | 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 | $42 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $154,740 | 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 | $159,106 | 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 | -$21,178 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $292,710 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $292,710 | 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 | $9,963 | 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, 315 sh. | NoncashPropertyDesc |
| Fair Market Value | $9,963 | FairMarketValueAmt |
| Received | 2014-11-25 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (97 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC. | $12,796 | $17,931 |
| ALLIANCEBERNSTEIN REIT INSTL F | $215,278 | $236,970 |
| ALTRIA GROUP INC | $30,059 | $41,732 |
| AMEREN CORPORATION | $27,036 | $34,782 |
| APPLE INC. | $9,946 | $15,343 |
| ASTRAZENECA | $8,534 | $11,894 |
| AT&T, INC | $33,287 | $32,649 |
| AUTOMATIC DATA PROCESSING INC. | $10,409 | $13,506 |
| BAE SYSTEMS PLC | $28,815 | $29,860 |
| BASF AG SPONS ADR | $23,636 | $19,930 |
| BCE INC | $36,947 | $39,027 |
| BERNSTEIN EMERGING MARKETS | $210,855 | $177,537 |
| BERNSTEIN INTERMEDIATE DURATIO | $248,585 | $242,848 |
| BHP BILLITON LIMITED | $14,562 | $10,126 |
| BRITISH AMERICAN TOBACCO PLC | $21,864 | $22,319 |
| CENTRICA | $30,763 | $22,783 |
| CENTURY LINK INC | $25,101 | $30,358 |
| CME GROUP, INC | $29,298 | $32,535 |
| COMMONWEALTH BK AUS-SP ADR | $14,725 | $14,500 |
| COMPASS GROUP PLC ADR | $17,184 | $16,324 |
| CONOCOPHILLIPS | $19,110 | $18,163 |
| CORR CP OF AMER | $25,277 | $25,765 |
| DAIMLERCHRYSLER AG | $23,966 | $24,638 |
| DEUTSCHE POST AG | $10,934 | $10,741 |
| DEUTSCHE TELE AG ADS | $32,857 | $32,368 |
| DOMINION RESOURCES INC | $10,204 | $12,535 |
| DOW CHEMICAL PV | $15,361 | $17,149 |
| DU PONT DE NEMOURS | $10,881 | $13,679 |
| DUKE ENERGY CO | $30,829 | $37,509 |
| ELECTRICITE FR UNSP/ADR | $34,064 | $26,265 |
| EPOCH INTERNATIONAL SMALL CAP | $262,471 | $287,497 |
| GALLAGHER ARTHUR J & CO. | $11,580 | $11,864 |
| GLAXOSMITHKLINE PLC | $34,837 | $29,277 |
| HEALTH CARE REIT INC. | $31,563 | $37,684 |
| IMPERIAL TOBACCO GRO | $33,389 | $40,600 |
| JOHNSON & JOHNSON | $11,262 | $12,967 |
| KIMBERLY CLARK CORP | $15,766 | $19,411 |
| KINDER MORGAN INC | $31,868 | $34,017 |
| KLA TENCOR CORP | $11,235 | $12,587 |
| LOCKHEED MARTIN CORP | $14,456 | $21,953 |
| LORILLARD INC | $28,351 | $37,890 |
| MAINSTAY EPOCH GLOBAL CHOICE I | $479,415 | $528,319 |
| MAINSTAY EPOCH GLOBAL EQUITY Y | $534,761 | $640,503 |
| MAINSTAY TAX FREE BOND FUND CL | $222,759 | $235,768 |
| MATTELL INC. | $19,964 | $14,268 |
| MCDONALD'S CORP | $12,630 | $12,462 |
| MERCK & CO INC. | $11,884 | $14,368 |
| MICROCHIP TECHNOLOGY INC. | $12,384 | $14,029 |
| MICROSOFT CORPORATION | $11,428 | $15,282 |
| MUENCHENER RUECKVERS | $30,524 | $30,692 |
| NATIONAL GRID TRANSCO PLC | $30,309 | $35,683 |
| NESTLE S.A. | $11,165 | $11,964 |
| NOVARTIS AG ADR | $18,120 | $21,775 |
| OCCIDENTAL PETROLEUM CORP | $15,430 | $14,993 |
| ORKLA ASA SPON ADR | $16,488 | $14,372 |
| PEARSON PLC | $18,591 | $16,365 |
| PEOPLE'S UNITED FINANCIAL, INC | $13,589 | $13,768 |
| PEPSICO INC | $10,648 | $12,293 |
| PHILIP MORRIS INTL | $25,627 | $24,272 |
| PHILIPPINE LONG DISTANCE ADR | $12,093 | $11,709 |
| POTASH CORPORATION OF SASKATCH | $24,020 | $26,172 |
| PPL CORPORATION | $27,335 | $33,424 |
| R R DONNELLEY & SONS CO | $14,456 | $14,305 |
| REGAL ENTERTAINMENT | $13,805 | $15,614 |
| REYNOLDS AMERICAN INC | $31,140 | $39,526 |
| RIO TINTO PLC SPONSORED ADR | $14,524 | $11,976 |
| ROCHE HOLDING LTD ADR | $14,946 | $14,004 |
| ROGERS COMM CL B | $17,690 | $15,505 |
| ROYAL DUTCH SHELL PLC | $28,399 | $28,855 |
| SANOFI-AVENTIS SPONSORED ADR | $13,689 | $12,634 |
| SCOTTISH & SOUTHERN ENERGY ADR | $33,122 | $35,490 |
| SEAGATE TECHNOLOGY | $15,133 | $15,960 |
| SEVERN TRENT PLC | $13,417 | $14,383 |
| SHAW COMMUNICATIONS INC | $15,913 | $18,137 |
| SOUTHERN CO | $14,134 | $16,894 |
| SPDR S&P 500 ETF TRUST | $35,875 | $37,408 |
| STATOIL ASA ADS | $14,469 | $11,094 |
| SVENSKA HANDELSBK UNS ADR | $15,607 | $15,140 |
| SWISSCOM AG S/ADR | $32,933 | $34,565 |
| TECO ENERGY INC. | $22,689 | $27,559 |
| TELSTRA CORPORATION | $29,920 | $30,765 |
| TERNA RETE ELETTRICA | $29,424 | $27,375 |
| TOTAL FINA ELF S.A. | $33,304 | $28,365 |
| UNIBAIL RODAMCO SE | $20,479 | $19,272 |
| UNILEVER PLC AMER | $14,981 | $14,208 |
| UNITED UTILITS ADR | $25,766 | $32,432 |
| VERIZON COMMUNICATIONS | $32,602 | $32,278 |
| VINCI SA ADR | $28,781 | $24,864 |
| VIVENDI SA | $17,949 | $18,565 |
| VODAFONE GROUP PLC | $52,246 | $35,708 |
| WASTE MANAGEMENT INC. | $10,937 | $13,395 |
| WELLS FARGO & CO. | $14,305 | $18,474 |
| WESTPAC BANKING CP | $17,192 | $14,499 |
| WISCONSIN ENERGY CP | $12,149 | $14,345 |
| WM MORRISON UNSPON ADR | $16,172 | $12,918 |
| WOLTERS KLUWER S/ADR | $12,185 | $13,054 |
| YARA INTERNATIONAL ASA | $17,693 | $18,637 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FM FIFTH AVENUE FUND, LTD. | $250,000 | $282,540 |
| PHOENIX CAPITAL REALTY FUND V | $427,146 | $497,628 |
| PHOENIX FUND VI BLOCKER, LLC | $135,656 | $135,656 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $25,632 | $25,632 | |
| Bank Charges | $1,296 | $1,296 | |
| K-1 Exp PHOENIX CAPITAL REALTY | $4,135 | $4,135 | |
| Payroll Processing Fees | $1,072 | $1,072 | |
| 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 | -$21,178 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$21,178 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $18,684 | Amt |
| Net Investment Income | $18,684 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2014 | $3,200 | |
| 990-PF Extension for 2013 | $7,384 | |
| Foreign Tax Paid | $5,788 | $5,788 |
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