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SUSANNA PORTER & JAMES CLARK GIVING FUND: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
SUSANNA PORTER & JAMES CLARK GIVING FUND (EIN 13-3489504)
Tax period
2014-07-01 to 2015-06-30
Filed
2015-11-16
IRS object ID
201513209349101226
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-16T10:55:15-06:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131655065PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LUTZ AND CARR CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 EAST 42ND STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133489504EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUSANNA PORTER & JAMES CLARK GIVING FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSUSABusinessNameControlTxt
Phone2126972299PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1TWEEDY BROWNE1 STATION PL NO 5THAddressLine1Txt
CitySTAMFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06902ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES M CLARK JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2126972299PhoneNum
Signature2015-11-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEVIN KELLYPreparerPersonNm
PTINP00159766PTIN
Phone2126972299PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,711,550FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,475,670ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$19,564DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,564DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$83,425NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,461,395GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,219,439CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,578,659TotalRevAndExpnssAmt
Total Net Invst Incm$1,239,003TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,925AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,463AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,462AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$418OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$418OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,343TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,463TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,880TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$73,457ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$73,457ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$76,800TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,463TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$75,337TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,501,859ExcessRevenueOverExpensesAmt
Net Investment Income$1,237,540NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$45,407CashBOYAmt
Cash EOY$48,607CashEOYAmt
Cash EOYFMV$48,607CashEOYFMVAmt
Sav And Temp Cash Invst BOY$533,911SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,933,541SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,933,541SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$576,364CorporateStockBOYAmt
Corporate Stock EOY$729,402CorporateStockEOYAmt
Corporate Stock EOYFMV$729,402CorporateStockEOYFMVAmt
Total Assets BOY$1,155,682TotalAssetsBOYAmt
Total Assets EOY$2,711,550TotalAssetsEOYAmt
Total Assets EOYFMV$2,711,550TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,155,682UnrestrictedBOYAmt
Unrestricted EOY$2,711,550UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,155,682TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,711,550TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,155,682TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,711,550TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,155,682TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,501,859ExcessRevenueOverExpensesAmt
Other Increases$54,009OtherIncreasesAmt
Subtotal$2,711,550SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,711,550TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
2,800 SHARES IDEXX LABS CORP.D2008-12-012014-12-16$418,222$78,131$340,091$340,091
5,000 SHARES WALT DISNEY CO.D1985-07-262015-02-09$507,881$32,550$475,331$475,331
3,500 SHARES ADVANCE AUTO PARTSD2009-11-042015-04-24$533,963$131,275$402,688$402,688
CAPITAL GAINS DIVIDENDSP$1,329$1,329$1,329
FieldValueIRS element (for citing)
Capital Gain Net Income$1,219,439CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$35,967AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$737,446NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048772DistributionYr1Rt
Adjusted Qlfy Distri Yr2$28,844AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$318,650NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.090519DistributionYr2Rt
Adjusted Qlfy Distri Yr3$9,322AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$256,894NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.036287DistributionYr3Rt
Adjusted Qlfy Distri Yr4$47,950AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$189,240NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.253382DistributionYr4Rt
Adjusted Qlfy Distri Yr5$102,505AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$57,812NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.773075DistributionYr5Rt
Total Distribution2.202035TotalDistributionRt
Average Distribution0.440407AverageDistributionRt
Net Vl Noncharitable Assets$1,871,764NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$824,338AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$12,375NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$836,713AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$75,337QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$24,751InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$24,751SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$24,751TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,918EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,918TotalPaymentsAndCreditsAmt
Tax Due$22,833TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt
Individual With BooksKEVIN KELLYIndividualWithBooksNm
Phone2126972299PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1LUTZ AND CARR CPAS 300 E 42ND STAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES M CLARK JR
C/O TWEEDY BROWNE CO 1 STATIONPLACE 5TH FLSTAMFORDCT06902PRESIDENT0.75$0$0$0
SUSANNA L PORTER
C/O TWEEDY BROWNE CO 1 STATIONPLACE 5TH FLSTAMFORDCT06902VICE PRESIDENT/TREASURER0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE ORGANIZATION MAKES GRANTS AND CONTRIBUTIONS TO PRE-SELECTED 501(C)(3) ORGANIZATIONS. SEE PART XV FOR THE LIST OF GRANTS MADE DURING THE YEAR.Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$820,096AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,080,172AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,900,268TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,900,268AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,504CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,871,764NetVlNoncharitableAssetsAmt
Minimum Investment Return$93,588MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$93,588MinimumInvestmentReturnAmt
Tax Based On Investment Income$24,751TaxBasedOnInvestmentIncomeAmt
Total Tax$24,751TotalTaxAmt
Distributable Before Adj$68,837DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$68,837DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$68,837DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$75,337ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$75,337QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$75,337AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$68,837DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$101,012ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$41,347ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$15,003ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$157,362TotalExcessDistributionCyovAmt
Qualifying Distributions$75,337QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$68,837AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,500RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$163,862TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$101,012ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$62,850ExcessDistriCyovToNextYrAmt
Excess From Year4$41,347ExcessFromYear4Amt
Excess From Year2$15,003ExcessFromYear2Amt
Excess From Current Year$6,500ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAMES M CLARK JRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ISLAND READERS & WRITERS
246 MAIN STREETSOUTHWEST HARBORME04679NONE501(C)(3)EDUCATIONAL PROGRAM$150
FANSWORTH ART MESEUM
16 MUSEUM STREETROCKLANDME04841NONE501(C)(3)ARTS$100
FRIENDS OF ACADIA
43 COTTAGE STREETBAR HARBORME04609NONE501(C)(3)ENVIRONMENTAL$2,500
ISLAND HOUSING TRUST
PO BOX 779WEST TISBURYMA02575NONE501(C)(3)PUBLIC WELFARE$1,000
COLLGEG OF THE ATLANTIC
105 EDEN STREETBAR HARBORME04609NONE501(C)(3)EDUCATIONAL PROGRAM$5,000
AMERICAN HEART ASSOCIATION
205 EAST 42ND STREETNEW YORKNY10017NONE501(C)(3)GENERAL SUPPORT$150
MT DESERT ISLAND HISTORICAL SOCIETY
PO BOX 653MOUNT DESERTME04660NONE501(C)(3)GENERAL SUPPORT$100
MDI HIGH SCHOOL
1081 EAGLE LAKE RDBAR HARBORME04609NONE501(C)(3)EDUCATION$100
NATIONAL AUDUBON SOCIETY
225 VARICK STREETNEW YORKNY10014NONE501(C)(3)GENERAL SUPPORT$100
GRAMERCY PARK BLOCK ASSOCIATION
34 GRAMERCY PARK EASTNEW YORKNY10003NONE501(C)(3)GENERAL SUPPORT$5,000
WMHT
4 GLOBAL VIEWTROYNY12180NONE501(C)(3)PUBLIC WELFARE$110
MPBN
63 TEXAS AVENUEBANGORME04401NONE501(C)(3)GENERAL SUPPORT$110
MUSEUM OF MODERN ART
11 WEST 53RD STREETNEW YORKNY10019NONE501(C)(3)ARTS$85
HARVARD BUSINESS SCHOOL
SOLDIERS FIELDBOSTONMA02163NONE501(C)(3)EDUCATIONAL PROGRAM$300
INSTITUTE OF CLASSICAL ARCHITECTURE
20 WEST 44TH STREETNEW YORKNY10036NONE501(C)(3)EDUCATIONAL PROGRAM$150
WAINSCOTT WINDMILL FUND
WAINSCOTTWAINSCOTTNY11975NONE501(C)(3)GENERAL SUPPORT$500
THE BREARLEY SCHOOL
610 EAST 83RD STREETNEW YORKNY10028NONE501(C)(3)EDUCATIONAL PROGRAM$250
PRINCETON CLASS OF 1960
PRINCETON UNIVERSITYPRINCETONNJ08544NONE501(C)(3)EDUCATIONAL PROGRAM$130
CHAPIN SCHOOL
100 EAST END AVENUENEW YORKNY10028NONE501(C)(3)EDUCATIONAL PROGRAM$2,500
GRACE CHURCH SCHOOL
86 4TH AVENUENEW YORKNY10003NONE501(C)(3)EDUCATIONAL PROGRAM$500
NATIONAL MS SOCIETY
733 3RD AVENUENEW YORKNY10017NONE501(C)(3)GENERAL SUPPORT$150
GLADNEY CENTER FOR ADOPTION
6300 JOHN RYAN DRIVEFORT WORTHTX76132NONE501(C)(3)GENERAL SUPPORT$1,000
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028NONE501(C)(3)ARTS$210
LAND & GARDEN PRESERVE
92 COOKSEY DRSEAL HARBORME04675NONE501(C)(3)GENERAL SUPPORT$10,000
ISLAND INSTITUTE
386 MAIN STREETROCKLANDME04841NONE501(C)(3)GENERAL SUPPORT$10,000
THE PARIS REVIEW
62 WHITE STREETNEW YORKNY10013NONE501(C)(3)ARTS$3,000
WNYC RADIO
160 VARICK STREETNEW YORKNY10013NONE501(C)(3)SOCIAL PROGRAM$562
MUNICIPAL ART SOCIETY
457 MADISON AVENUENEW YORKNY10022NONE501(C)(3)ARTS$15,000
THE CARNEGIE HALL SOCIETY
881 SEVENTH AVENUENEW YORKNY10019NONE501(C)(3)CULTURAL PROGRAM$2,500
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
801 SPRUCE STREETPHILADELPHIAPA19107NONE501(C)(3)EDUCATIONAL PROGRAM$1,000
KNEISEL HALL
36 MAIN STREETBLUE HILLME04614NONE501(C)(3)MUSIC$250
NYC BALLET
20 LINCOLN CENTERNEW YORKNY10023NONE501(C)(3)ARTS$1,000
PRINCETON UNIVERSITY
PRINCETON UNIVERSITYPRINCETONNJ08544NONE501(C)(3)EDUCATIONAL PROGRAM$5,000
ROCK END ART BARN
1 ROCKEND ROADNORTHEAST HARBORME04662NONE501(C)(3)ARTS$200
NORTHEAST HARBOR LIBRARY
PO BOX 279NORTHEAST HARBORME04662NONE501(C)(3)EDUCATIONAL PROGRAM$1,000
THIRTEEN-PBS
450 WEST 33RD STREETNEW YORKNY10001NONE501(C)(3)EDUCATIONAL PROGRAM$1,000
TRINITY COLLEGE
300 SUMMIT STREETHARTFORDCT06106NONE501(C)(3)EDUCATIONAL PROGRAM$2,500
OAKWOOD CEMETERY
50 101ST STREETTROYNY12180NONE501(C)(3)CEMETERY$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$73,457TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,564ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$83,425ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$102,989ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$102,989TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
JAMES M CLARK JR
1C/O TWEEDY BROWNE CO 1 STATION PLACSTAMFORDCT06902$526,400Yes (X)
JAMES M CLARK JR
2C/O TWEEDY BROWNE CO 1 STATION PLACSTAMFORDCT06902$412,300Yes (X)
JAMES M CLARK JR
3C/O TWEEDY BROWNE CO 1 STATION PLACSTAMFORDCT06902$536,970Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
120,000 SHARES OF PROGRESSIVE CORP.$526,4002014-10-31
22,800 SHARES OF IDEXX LABS CORP.$412,3002014-12-09
33,500 SHARES OF ADVANCE AUTO PARTS$536,9702015-04-21

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,925Amt
Net Investment Income$1,463NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,462DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DISNEY WALT CO.$0$0
SEQUOIA FUND INC.$172,802$172,802
PROGRESSIVE CORP.$556,600$556,600

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$106$0$106
NYS REGISTRATION FEE$250$0$250
DELAWARE REGISTRATION FEE$62$0$62

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON SECURITIESDesc
Amt$54,009Amt

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