BETA

SUSANNA PORTER & JAMES CLARK GIVING FUND: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
SUSANNA PORTER & JAMES CLARK GIVING FUND (EIN 13-3489504)
Tax period
2013-07-01 to 2014-06-30
Filed
2014-11-11
IRS object ID
201433159349100723
Schema version
2013v3.0
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)
Return2014-11-11T13:04:56-06:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113266576PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRASSI & CO CPA'S PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1488 MADISON AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10022ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133489504EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUSANNA PORTER & JAMES CLARK GIVING FUNDBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlSUSABusinessNameControlTxt
Phone2128321110PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O TWEEDY BROWNE CO1 STATION PLACEAddressLine1
Address Line2NO 5 FLAddressLine2
CitySTAMFORDCity
StateCTState
ZIP Code06902ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES CLARKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2128321110PhoneNum
Signature2014-10-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANTHONY DATTOMAPreparerPersonNm
PTINP00237982PTIN
Phone2126616166PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,155,682FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$806,775ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,665DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,665DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,447NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$401,584GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,447CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$816,887TotalRevAndExpnssAmt
Total Net Invst Incm$10,112TotalNetInvstIncmAmt
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$2,550AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,178TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$399OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,127TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$35,967ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$35,967ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$41,094TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$35,967TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$775,793ExcessRevenueOverExpensesAmt
Net Investment Income$10,112NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$31,500CashBOYAmt
Cash EOY$45,407CashEOYAmt
Cash EOYFMV$45,407CashEOYFMVAmt
Sav And Temp Cash Invst BOY$330,464SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$533,911SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$533,911SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$576,364CorporateStockEOYAmt
Corporate Stock EOYFMV$576,364CorporateStockEOYFMVAmt
Total Assets BOY$361,964TotalAssetsBOYAmt
Total Assets EOY$1,155,682TotalAssetsEOYAmt
Total Assets EOYFMV$1,155,682TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$361,964UnrestrictedBOYAmt
Unrestricted EOY$1,155,682UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$361,964TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,155,682TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$361,964TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,155,682TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$361,964TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$775,793ExcessRevenueOverExpensesAmt
Other Increases$17,925OtherIncreasesAmt
Subtotal$1,155,682SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,155,682TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
2500 SHS - WORLD ACCEPTANCE CORPP2014-03-132014-03-14$203,236$196,569$6,667$6,667
2500 SHS - WORLD ACCEPTANCE CORPP2014-03-132014-04-09$198,348$196,568$1,780$1,780
FieldValueIRS element (for citing)
Capital Gain Net Income$8,447CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$28,844AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$318,650NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.090519DistributionYr1Rt
Adjusted Qlfy Distri Yr2$9,322AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$256,894NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.036287DistributionYr2Rt
Adjusted Qlfy Distri Yr3$47,950AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$189,240NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.253382DistributionYr3Rt
Adjusted Qlfy Distri Yr4$102,505AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$57,812NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.773075DistributionYr4Rt
Adjusted Qlfy Distri Yr5$61,683AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$96,800NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.637221DistributionYr5Rt
Total Distribution2.790484TotalDistributionRt
Average Distribution0.558097AverageDistributionRt
Net Vl Noncharitable Assets$737,446NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$411,566AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$101NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$411,667AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$35,967QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$202InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$202SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$202TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,120EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,120TotalPaymentsAndCreditsAmt
Overpayment$1,918OverpaymentAmt
Applied To ES Tax$1,918AppliedToESTaxAmt
Refund$0RefundAmt

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
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 AddressN/AWebsiteAddressTxt
Individual With BooksANTHONY DATTOMAIndividualWithBooksNm
Phone2126616166PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1488 MADISON AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10022ZIPCode
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 (4 entries)

Address Line1USAddress/AddressLine1Address Line2USAddress/AddressLine2CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES M CLARK JR
C/O TWEEDY BROWNE CO1 STATION PLACE5TH FLSTAMFORDCT06902PRESIDENT0.25$0$0$0
JAMES M CLARK JR
C/O TWEEDY BROWNE CO1 STATION PLACE5TH FLSTAMFORDCT06902SECRETARY0.50$0$0$0
KENNETH R WASIAK
488 MADISON AVENUENEW YORKNY10022TREASURER0.00$0$0$0
SUSANNA L PORTER
C/O TWEEDY BROWNE CO1 STATION PLACE5TH FLSTAMFORDCT06902VICE PRESIDENT0.00$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$213,091AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$535,585AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$748,676TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$748,676AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,230CashDeemedCharitableAmt
Net Vl Noncharitable Assets$737,446NetVlNoncharitableAssetsAmt
Minimum Investment Return$36,872MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$36,872MinimumInvestmentReturnAmt
Tax Based On Investment Income$202TaxBasedOnInvestmentIncomeAmt
Total Tax$202TotalTaxAmt
Distributable Before Adj$36,670DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$36,670DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$36,670DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$35,967ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$35,967QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$35,967AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$36,670DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$56,857ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$101,012ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$41,347ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$15,003ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$214,219TotalExcessDistributionCyovAmt
Qualifying Distributions$35,967QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$35,967AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$703ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$703ExcessDistributionCyovAppCYAmt
Total Corpus$213,516TotalCorpusAmt
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$56,154ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$157,362ExcessDistriCyovToNextYrAmt
Excess From Year4$101,012ExcessFromYear4Amt
Excess From Year3$41,347ExcessFromYear3Amt
Excess From Year1$15,003ExcessFromYear1Amt

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 (34 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CARNEGIE HALL SOCIETY INC
881 SEVENTH AVENUENEW YORKNY10019NONE501(C)3CULTURAL PROGRAM$450
COLLEGE OF THE ATLANTIC
105 EDEN STREETBAR HARBORME04609NONE501(C)3EDUCATIONAL PROGRAM$2,500
FANSWORTH ART MUSEUM
16 MUSEUM STROCKLANDME04841NONE501(C)3ARTS$50
FRIENDS OF ACADIA
43 COTTAGE STREETBAR HARBORME04609NONE501(C)3ENVIRONMENTAL$1,000
GRACE CHURCH SCHOOL
86 FOURTH AVENUENEW YORKNY10003NONE501(C)3EDUCATIONAL PROGRAM$500
HARVARD BUSINESS SCHOOL
SOLDIERS FIELDBOSTONMA02163NONE501(C)3EDUCATIONAL PROGRAM$300
ISLAND HOUSING TRUST
PO BOX 779WEST TISBURYMA02575NONE501(C)3PUBLIC WELFARE$500
ISLAND READERS & WRITERS
246 MAIN STREETSOUTHWEST HARBORME04679NONE501(C)3EDUCATIONAL PROGRAM$250
MAINE COAST HERITAGE TRUST
1 BOWDOING MILL ISLANDTOPSHAMME04086NONE501(C)3ENVIROMENTAL$1,000
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028NONE501(C)3ARTS$200
MUNICIPAL ART SOCIETY
457 MADISON AVENUENEW YORKNY10022NONE501(C)3ARTS$15,000
MUSEUM OF MODERN ART
11 WEST 53 STREETNEW YORKNY10019NONE501(C)3ARTS$85
NEIGHBORHOOD HOUSE
331 EAST 70TH STREETNEW YORKNY10021NONE501(C)3SOCIAL PROGRAM$250
NORTHEAST HARBOR LIBRARY
PO BOX 279NORTHEAST HARBORME04662NONE501(C)3EDUCATIONAL PROGRAM$1,000
NYCB GUILD
20 LINCOLN CENTERNEW YORKNY10023NONE501(C)3ARTS$1,000
OAKWOOD CEMETERY
50 101ST STREETTROYNY12180NONE501(C)3CEMETARY$250
PRINCETON CLASS OF 1960
PRINCETON UNIVERSITYPRINCETONNJ08544NONE501(C)3EDUCATIONAL PROGRAM$105
PRINCETON UNIVERSITY
PRINCETON UNIVERSITYPRINCETONNJ08544NONE501(C)3EDUCATIONAL PROGRAM$300
ROCKEND ART BARN
1 ROCKEND ROADNORTHEAST HARBORME04662NONE501(C)3ARTS$200
SPENCE - CHAPIN
6 EAST 94TH STREETNEW YORKNY10128NONE501(C)3EDUCATIONAL PROGRAM$2,500
SUMMER RESIDENCE ASSOCIATION
NO HARBORNORTHEAST HARBORME04662NONE501(C)3CHARITABLE$125
THE BREARLEY SCHOOL
610 EAST 83RD STREETNEW YORKNY10028NONE501(C)3EDUCATIONAL PROGRAM$250
THE PARIS REVIEW
62 WHITE STREETNEW YORKNY10013NONE501(C)3ARTS$1,500
THIRTEEN-PBS
450 WEST 33RD STREETNEW YORKNY10001NONE501(C)3EDUCATIONAL PROGRAM$1,000
TRINITY COLLEGE
300 SUMMIT STHARTFORDCT06106NONE501(C)3EDUCATIONAL PROGRAM$2,500
WMHT
4 GLOBAL VIEWTROYNY12180NONE501(C)3PUBLIC WELFARE$106
WNYC
160 VARICK STREETNEW YORKNY10013NONE501(C)3SOCIAL PROGRAM$344
WQXR
C/O 350 PARK AVENUENEW YORKNY10022NONE501(C)3EDUCATIONAL PROGRAM$462
WSHO
PO BOX 58766SALT LAKE CITYUT84158NONE501(C)3EDUCATIONAL PROGRAM$125
SAILORS FOR THE SEA
449 THAMES STNEWPORTRI02840NONE501(C)3SEA PRESERVATION$1,000
NORTHEAST HARBOR FLEET
PO BOX 462NORTHEAST HARBORME04662NONE501(C)3SAILING$500
INSTITUTE OF CLASSICAL ARCHTECTURE
20 W 44TH STNEW YORKNY10036NONE501(C)3EDUCATIONAL PROGRAM$150
MPBN - MAIN PUBLIC BROADCASTING
63 TEXAS AVEBANGORME04401NONE501(C)3PUBLIC RADIO$90
MT DESERT MUSIC FESTIVAL OF CHAMBER MUSIC
PO BOX 87MOUNT DESERTME04660NONE501(C)3MUSIC$375
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$35,967TotalGrantOrContriPdDurYrAmt
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$1,665ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$8,447ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$10,112ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,112TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1CityContributorUSAddress/CityStateContributorUSAddress/StateZIP CodeContributorUSAddress/ZIPCodeTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
JAMES CLARK
1C/O TWEEDY BROWNE CO1 STATION PLACESTAMFORDCT06902$406,775Yes (X)
JAMES CLARK
2C/O TWEEDY BROWNE CO1 STATION PLACESTAMFORDCT06902$400,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property5,000 SHARES OF WALT DISNEY.NoncashPropertyDesc
Fair Market Value$406,775FairMarketValueAmt
Received2014-03-04ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTANT FEESCategoryTxt
Amt$2,550Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSECURITIESStockNm
EOY Book Value$576,364EOYBookValueAmt
EOYFMV$576,364EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$45$0$0
CORP SERVICE$254$0$0
NYS DEPT OF LAW$100$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionUNREALIZED APPRECIATION ON SECURITIESDescription
Amount$17,925Amount

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE PAYMENTSCategoryTxt
Amt$2,178Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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