THE CLARK FMILY PRVT FNDTION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE CLARK FMILY PRVT FNDTION INC (EIN 77-0607976)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-13
- IRS object ID
- 201402879349100705
- Schema version
- 2013v3.1
- 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 Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-13T15:07:41-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % c/o Foundation Source | InCareOfNm |
| Business Name Control | CLAR | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| Address Line2 | Suite 123 | AddressLine2 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J Philip Clark | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-10-08 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,151,140 | 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 | $61,696 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $202 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $202 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $126,658 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $117,303 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $336,397 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,052,544 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $354,509 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$8,555 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$8,555 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $516,398 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $463,459 | 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 | $2,739 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,739 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $10,325 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,325 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $21,589 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $351 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,307 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,307 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,030 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,333 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,697 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $93,670 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,009 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $58,423 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $78,910 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $78,910 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $172,580 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,009 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $137,333 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $343,818 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $449,450 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $312,868 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $170,254 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $170,254 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $220,532 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $214,333 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $210,534 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,959,123 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,946,775 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,241,230 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $504,979 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $529,122 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,492,523 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,836,341 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,151,140 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,492,523 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,836,341 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,492,523 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,836,341 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,492,523 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,836,341 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,492,523 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $343,818 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,836,341 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,836,341 | 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 | $3,052,544 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,698,035 | CostOrOtherBasisAmt |
| Gain Or Loss | $354,509 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $354,509 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $117,524 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,564,483 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.032971 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $141,315 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,304,552 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042764 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $72,682 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,294,842 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.031672 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $82,548 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,577,874 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052316 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $148,401 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,945,258 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.076289 | DistributionYr5Rt |
| Total Distribution | 0.236012 | TotalDistributionRt |
| Average Distribution | 0.047202 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,794,369 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $226,304 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,495 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $230,799 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $137,333 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,989 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,989 | SubtotalAmt |
| Tax Based On Investment Income | $8,989 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,300 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $7,384 | AppliedToEsTaxAmt |
| Total Payments And Credits | $9,684 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $695 | OverpaymentAmt |
| Applied To ES Tax | $695 | 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 | co Foundation Source | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | 20.0 | $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 | $4,472,902 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $138,102 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $256,376 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,867,380 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,867,380 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,011 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,794,369 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $239,718 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $239,718 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,989 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,989 | TotalTaxAmt |
| Distributable Before Adj | $230,729 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $230,729 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $230,729 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $137,333 | 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 | $137,333 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $137,333 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $230,729 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $55,875 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Qualifying Distributions | $137,333 | QualifyingDistributionsAmt |
| Applied To Year1 | $55,875 | AppliedToYear1Amt |
| Applied To Current Year | $81,458 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $149,271 | 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 |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN NATIONAL RED CROSS | ||||||||||||
| PO BOX 97089 | WASHINGTON | DC | 20090 | N/A | PC | Disaster Relief-Boston Marathon support Fund | $1,500 | |||||
| ANGLICAN CHURCH IN NORTH AMERICA | ||||||||||||
| 800 MAPLEWOOD AVE | AMBRIDGE | PA | 15003 | N/A | PC | Rev Canon Dr. Andrea Mueller of the AD-NE Fund | $10,000 | |||||
| BOY SCOUTS OF AMERICA | ||||||||||||
| 63 MASON ST | GREENWICH | CT | 06830 | N/A | PC | Friends of Scouting | $1,000 | |||||
| FRIENDS OF TEEN RANCH FOUNDATION INC | ||||||||||||
| N/A | PC | General & Unrestricted | $2,500 | 20682 HURONTARIO ST | CALENDON VILLAGE | ontario | CA | L7K1 | ||||
| GARDEN OF DREAMS FOUNDATION | ||||||||||||
| 2 PENN PLZ FL 8 | NEW YORK | NY | 10121 | N/A | PC | NY Rangers Casino Initiative | $2,000 | |||||
| GARDEN OF DREAMS FOUNDATION | ||||||||||||
| 2 PENN PLZ FL 8 | NEW YORK | NY | 10121 | N/A | PC | NY Rangers Casino Initiative | $2,000 | |||||
| GRACE NOTES INC | ||||||||||||
| PO BOX 14 | OLD GREENWICH | CT | 06870 | N/A | PC | General & Unrestricted | $1,000 | |||||
| GREENS FARMS ACADEMY INC | ||||||||||||
| PO BOX 998 | GREENS FARMS | CT | 06838 | N/A | PC | General & Unrestricted | $4,000 | |||||
| GREENS FARMS ACADEMY INC | ||||||||||||
| PO BOX 998 | GREENS FARMS | CT | 06838 | N/A | PC | FTC robotics event | $1,000 | |||||
| GREENS FARMS ACADEMY INC | ||||||||||||
| PO BOX 998 | GREENS FARMS | CT | 06838 | N/A | PC | 2013 College Scholarship Fund | $2,000 | |||||
| GREENS FARMS ACADEMY INC | ||||||||||||
| PO BOX 998 | GREENS FARMS | CT | 06838 | N/A | PC | Horizons Program | $500 | |||||
| IMENTOR | ||||||||||||
| 30 BROAD ST 9TH FL | NEW YORK | NY | 10004 | N/A | PC | Spring Benefit - host Campaign | $1,000 | |||||
| JONATHANS LANDING CARES INC | ||||||||||||
| 16823 CAPTAIN KIRLE DR | JUPITER | FL | 33477 | N/A | PC | General & Unrestricted | $150 | |||||
| JUPITER MEDICAL CENTER FOUNDATION INC | ||||||||||||
| 1210 S OLD DIXIE HWY | JUPITER | FL | 33458 | N/A | PC | General & Unrestricted | $400 | |||||
| LAMOILLE UNION HIGH SCHOOL | ||||||||||||
| 736 VERMONT RTE 15 W | HYDE PARK | VT | 05655 | N/A | PC | TO purchase Softball/Baseball Scoreboard | $4,300 | |||||
| LAMOILLE UNION MIDDLE SCHOOL | ||||||||||||
| 736 VT RTE 15 W | HYDE PARK | VT | 05655 | N/A | PC | Middle School Athletics Program | $3,700 | |||||
| SOUND BEACH VOLUNTEER SERVICES FOUNDATION INC | ||||||||||||
| 207 SOUND BEACH AVE | OLD GREENWICH | CT | 06870 | N/A | PC | General & Unrestricted | $100 | |||||
| TRINITY CHURCH | ||||||||||||
| 15 SHERWOOD PL | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $20,000 | |||||
| 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 | Academic Building Project | $8,000 | |||||
| WAKEMAN MEMORIAL ASSOCIATION INC | ||||||||||||
| PO BOX 118 | SOUTHPORT | CT | 06890 | N/A | PC | Charitable Event | $100 | |||||
| WORLD VISION | ||||||||||||
| 34834 WEYERHAEUSER WAY S | FEDERAL WAY | WA | 98001 | N/A | PC | General & Unrestricted | $2,160 | |||||
| WWP INC - WOUNDED WARRIOR PROJECT INC | ||||||||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | General & Unrestricted | $2,000 | |||||
| YALE HOCKEY ASSOCIATION | ||||||||||||
| PO BOX 1844 | NEW HAVEN | CT | 06508 | N/A | PC | General & Unrestricted | $7,000 | |||||
| YALE HOCKEY ASSOCIATION | ||||||||||||
| PO BOX 1844 | NEW HAVEN | CT | 06508 | N/A | PC | Hockey Excellence Fund | $1,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $78,910 | 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 | $202 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126,658 | 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 | $336,397 | 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 | -$8,555 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $454,702 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $454,702 | 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 | AddressLine1 |
| City | Fairfield | City |
| State | CT | State |
| ZIP Code | 06824 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $61,696 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | EPOCH GLOBAL EQ SHAREHOLDER YIELD Fd EPSYX, 3200 sh. | NoncashPropertyDesc |
| Fair Market Value | $61,696 | FairMarketValueAmt |
| Received | 2013-11-01 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (96 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC. | $14,988 | $16,952 |
| ALLIANCEBERNSTEIN REIT INSTL F | $498,440 | $512,526 |
| ALTRIA GROUP INC | $34,028 | $36,816 |
| AMEREN CORPORATION | $22,879 | $23,540 |
| ANHEUSER BUSCH COS INC | $11,603 | $12,456 |
| APPLE INC. | $15,528 | $17,392 |
| ASTRAZENECA | $32,464 | $38,234 |
| AT&T CORP COM | $23,591 | $24,331 |
| AUTOMATIC DATA PROCESSING INC. | $13,426 | $14,786 |
| BAE SYSTEMS PLC SP/AR | $31,686 | $32,981 |
| BASF AG SPONS ADR | $27,192 | $29,642 |
| BCE INC | $37,114 | $37,143 |
| BERNSTEIN EMERGING MARKETS | $204,325 | $175,790 |
| BERNSTEIN INTERMEDIATE DURATIO | $237,635 | $228,857 |
| BHP BILLITON LIMITED | $14,698 | $14,731 |
| BRITISH AMERICAN TOBACCO PLC | $13,428 | $13,857 |
| CENTRICA PLC S | $22,273 | $21,951 |
| CENTURY LINK INC | $27,913 | $27,168 |
| CME GROUP, INC | $22,559 | $22,283 |
| COMCAST CORP | $12,564 | $13,767 |
| COMMONWEALTH BK AUS-SP | $11,293 | $11,256 |
| COMPASS GROUP PLC | $10,662 | $12,388 |
| CONOCOPHILLIPS | $19,836 | $19,287 |
| CORR CP OF AM | $20,718 | $18,665 |
| DAIMLERCHRYSLER AG | $27,173 | $29,466 |
| DEERE CO | $10,058 | $11,142 |
| DEUTSCHE POST AG | $11,430 | $12,698 |
| DEUTSCHE TELE AG ADS | $34,649 | $37,074 |
| DIAGEO PLC ADS | $9,952 | $10,594 |
| DIAMOND OFFSHORE DRL | $22,707 | $20,605 |
| DOMINION RESOURCES INC | $10,517 | $10,868 |
| DOW CHEMICAL PV | $17,325 | $18,826 |
| DU PONT DE NEMOURS | $11,351 | $12,539 |
| DUKE ENERGY CO | $34,326 | $34,505 |
| ELECTRICITE FR UNSP | $29,273 | $29,484 |
| EMERSON ELECTRIC CO. | $15,644 | $16,843 |
| EPOCH INTERNATIONAL SMALL CAP | $252,184 | $319,334 |
| GALLAGHER ARTHUR J & CO. | $12,040 | $12,296 |
| GLAXOSMITHKLINE PLC | $29,340 | $31,126 |
| HEALTH CARE REIT INC. | $33,545 | $28,339 |
| HONEYWELL INTERNATIONAL INC. | $12,007 | $12,792 |
| IMPERIAL TOBACCO GRO | $34,028 | $36,790 |
| INTEGRYS ENERGY GROUP | $13,393 | $13,004 |
| JOHNSON & JOHNSON | $11,625 | $11,724 |
| KIMBERLY CLARK CORP | $18,302 | $19,534 |
| KLA TENCOR CORP | $17,128 | $17,598 |
| LOCKHEED MARTIN CORP | $26,962 | $31,665 |
| LORILLARD INC COMMON STOCK | $31,218 | $33,601 |
| MAINSTAY EPOCH GLOBAL CHOICE I | $417,480 | $500,832 |
| MAINSTAY EPOCH GLOBAL EQUITY Y | $468,002 | $555,446 |
| MATTELL INC. | $21,562 | $23,695 |
| MCDONALD'S CORP | $13,010 | $13,293 |
| MERCK & CO INC. | $14,093 | $15,015 |
| MICROCHIP TECHNOLOGY INC. | $14,173 | $15,931 |
| MICROSOFT CORPORATION | $11,775 | $12,682 |
| MUENCHENER RUECKVERS | $21,632 | $24,464 |
| NATIONAL GRID TRANSCO PLC | $32,828 | $35,730 |
| NESTLE S.A. | $11,505 | $12,437 |
| NOVARTIS AG | $20,011 | $21,783 |
| ORKLA ASA SPON | $17,020 | $17,461 |
| PEARSON PLC | $21,086 | $22,534 |
| PEPSICO INC | $10,894 | $11,031 |
| PHILIP MORRIS INTL | $26,056 | $26,400 |
| PHILIPPINE LONG DISTANCE | $12,424 | $11,415 |
| POTASH CORPORATION OF SASKATCH | $14,901 | $15,425 |
| PPL CORPORATION | $29,384 | $29,759 |
| R R DONNELLEY & SONS CO | $17,056 | $20,381 |
| REGAL ENTERTAINMENT | $16,224 | $16,708 |
| REYNOLDS AMERICAN INC | $33,975 | $33,543 |
| ROCHE HOLDING LTD | $14,703 | $15,374 |
| ROGERS COMM CL B | $18,266 | $18,643 |
| ROYAL DUTCH SHELL PLC | $29,387 | $31,786 |
| SANOFI-AVENTIS SPONSORED | $16,058 | $17,430 |
| SCOTTISH & SOUTHERN ENERGY | $30,173 | $30,066 |
| SEVERN TRENT PLC | $13,766 | $13,693 |
| SHAW COMMUNICATIONS INC | $18,944 | $19,472 |
| SOUTHERN CO | $25,829 | $25,899 |
| SPDR S&P 500 ETF TRUST | $10,990 | $11,820 |
| STATOIL ASA ADS | $14,924 | $15,685 |
| SVENSKA HANDELSBK UNS | $10,373 | $11,822 |
| SWISSCOM AG S | $35,931 | $38,028 |
| TECO ENERGY INC. | $23,409 | $23,929 |
| TELSTRA CORPORATION | $28,569 | $28,269 |
| TERNA RETE ELETTRICA | $32,647 | $34,093 |
| TIME WARNER INC. | $12,406 | $12,689 |
| TOTAL FINA ELF S.A. | $37,273 | $37,987 |
| UNITED UTILITS S | $26,833 | $26,762 |
| VERIZON COMMUNICATIONS | $22,936 | $24,029 |
| VINCI SA | $31,321 | $32,871 |
| VIVENDI SA | $22,062 | $22,784 |
| VODAFONE GROUP PLC | $39,096 | $42,887 |
| WASTE MANAGEMENT INC. | $11,313 | $12,115 |
| WELLS FARGO & CO. | $14,857 | $15,890 |
| WESTPAC BANKING CP | $15,707 | $14,322 |
| WM MORRISON UNSPON | $10,909 | $10,585 |
| YARA INTERNATIONAL ASA | $25,982 | $27,089 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $214,333 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $210,534 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FM FIFTH AVENUE FUND, LTD. | $250,000 | $255,458 |
| PHOENIX CAPITAL REALTY FUND V, | $254,979 | $273,664 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $21,795 | $21,795 | |
| Bank Charges | $286 | $286 | |
| K-1 Exp PHOENIX CAPITAL REALTY | $3,047 | $3,047 | |
| Payroll Processing Fees | $877 | $877 | |
| 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 | -$8,555 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$8,555 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $10,325 | Amt |
| Net Investment Income | $10,325 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2013 | $2,300 | |
| 990-PF Excise Tax for 2012 | $18,938 | |
| Foreign Tax Paid | $351 | $351 |
Comments