CLARK FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CLARK FOUNDATION INC (EIN 56-2223653)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201441359349101654
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T11:25:35-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENDRIX BARNEY & CO CPA'S PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1015 HUTTON LANE SUITE 103 | AddressLine1 |
| City | HIGH POINT | City |
| State | NC | State |
| ZIP Code | 27262 | 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 | 562223653 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLARK FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 3368487684 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 716 FLORHAM DRIVE | AddressLine1 |
| City | HIGH POINT | City |
| State | NC | State |
| ZIP Code | 27262 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN CLARK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3368487684 | PhoneNum |
| Signature | 2014-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACK G HENDRIX CPA | PreparerPersonNm |
| PTIN | P00267398 | PTIN |
| Phone | 3368872272 | PhoneNum |
| Preparation | 2014-05-13 | PreparationDt |
| 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 | $828,483 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $19,558 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,558 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,934 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $270,359 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,934 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $79,492 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $79,492 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $961 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,732 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,732 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $14,193 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,232 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $59,693 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,232 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,799 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,260 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Cash EOY | $2 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $996 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $165 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $165 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $781,355 | CorporateStockBOYAmt |
| Corporate Stock EOY | $641,984 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $828,318 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $319,805 | OtherAssetsBOYAmt |
| Other Assets EOY | $479,805 | OtherAssetsEOYAmt |
| Total Assets BOY | $1,102,157 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,121,956 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $828,483 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,102,157 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,121,956 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,102,157 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,121,956 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,102,157 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,121,956 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,102,157 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,799 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,121,956 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,121,956 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SEE ATTACHED SCHEDULE | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $255,096 | GrossSalesPriceAmt |
| Cost Or Other Basis | $210,425 | CostOrOtherBasisAmt |
| Gain Or Loss | $44,671 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $44,671 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,934 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $38,200 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,169,921 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.032652 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $50,603 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,167,894 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043328 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $50,487 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,117,109 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045194 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $29,052 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,051,216 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.027637 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $48,787 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,168,621 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041747 | DistributionYr5Rt |
| Total Distribution | 0.190558 | TotalDistributionRt |
| Average Distribution | 0.038112 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,263,999 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $48,174 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $733 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $48,907 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $52,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $733 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $733 | SubtotalAmt |
| Tax Based On Investment Income | $733 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $16 | EsPenaltyAmt |
| Tax Due | $749 | TaxDueAmt |
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 | NC | 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 |
| Website Address | NOT APPLICABLE | WebsiteAddressTxt |
| Individual With Books | SUSAN CLARK | IndividualWithBooksNm |
| Phone | 3368487684 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 716 FLORHAM DRIVE | AddressLine1 |
| City | HIGH POINT | City |
| State | NC | State |
| ZIP Code | 27262 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KEITH CLARK | ||||||||
| 213 WESTRIDGE DRIVE | HIGH POINT | NC | 27262 | PRESIDENT | 1.00 | $1,300 | $0 | $0 |
| MARK CLARK | ||||||||
| 716 FLORHAM DRIVE | HIGH POINT | NC | 27262 | V PRESIDENT | 1.00 | $1,300 | $0 | $0 |
| SUSAN CLARK | ||||||||
| 716 FLORHAM DRIVE | HIGH POINT | NC | 27262 | SEC/TRES | 1.00 | $1,300 | $0 | $0 |
| MATTHEW CLARK | ||||||||
| 716 FLORHAM DRIVE | HIGH POINT | NC | 27262 | DIRECTOR | 1.00 | $1,300 | $0 | $0 |
| KATHERINE CLARK | ||||||||
| 716 FLORHAM DRIVE | HIGH POINT | NC | 27262 | DIRECTOR | 1.00 | $1,300 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $892,711 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,732 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $379,805 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,283,248 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,283,248 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,249 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,263,999 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,200 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,200 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $733 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $733 | TotalTaxAmt |
| Distributable Before Adj | $62,467 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $62,467 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $62,467 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $52,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $733 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $51,767 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,467 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $44,898 | UndistributedIncomePYAmt |
| Qualifying Distributions | $52,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $44,898 | AppliedToYear1Amt |
| Applied To Current Year | $7,602 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $54,865 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE CLARK FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 716 FLORHAM DRIVE | AddressLine1 |
| City | HIGH POINT | City |
| State | NC | State |
| ZIP Code | 27262 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3368487684 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF REQUEST AND PURPOSE OF CHARITABLE REQUEST ALONG WITH A COPY OF 501(C)(3) DETERMINATION LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SECTION 501(C)(3) ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CHILDREN'S HOME | ||||||||
| PO BOX 1288 | LEXINGTON | NC | 27293 | NONE | PUBLIC | OPERATIONS | $5,000 | |
| HIGH POINT BALLET | ||||||||
| 3710 N MAIN STREET | HIGH POINT | NC | 27262 | NONE | PUBLIC | OPERATIONS | $8,000 | |
| WESLEY MEMORIAL UNITED ME | ||||||||
| 1225 CHESTNUT DRIVE | HIGH POINT | NC | 27262 | NONE | PUBLIC | TTW SCHOOL | $8,000 | |
| GEORGETOWN PREP SCHOOL | ||||||||
| 10900 ROCKVILLE PIKE | NORTH BETHESDA | MD | 20852 | NONE | PUBLIC | OPERATIONS | $2,500 | |
| WEST END MINISTRIES | ||||||||
| 901 ENGLISH ROAD | HIGH POINT | NC | 27262 | NONE | PUBLIC | OPERATIONS | $3,000 | |
| OPEN DOOR MINISTRIES | ||||||||
| 400 N CENTENNIAL STREET | HIGH POINT | NC | 27262 | NONE | PUBLIC | ARTHUR CASSELL HOUSE | $5,000 | |
| ARC OF HIGH POINT | ||||||||
| 153 E BELLEVUE DRIVE | HIGH POINT | NC | 27265 | NONE | PUBLIC | OPERATIONS | $1,000 | |
| PIEDMONT OPERA | ||||||||
| 235 N CHERRY ST ST 100 | WINSTONSALEM | NC | 27101 | NONE | PUBLIC | OPERATIONS | $2,000 | |
| HIGH POINT UNIVERSITY | ||||||||
| 833 MONTLIEU AVE | HIGH POINT | NC | 27262 | NONE | PUBLIC | OPERATIONS | $2,500 | UNIVERSITY |
| FAMILY SERVICES OF THE PIEDMONT | ||||||||
| 1401 LONG STREET | HIGH POINT | NC | 27262 | NONE | PUBLIC | OPERATIONS | $5,000 | |
| ARCHDALETRINITY SERCO CLUB | ||||||||
| 9445 US HWY 311 | ARCHDALE | NC | 27263 | NONE | PUBLIC | OPERATIONS | $1,000 | |
| IMMACULATE HEART OF MARY | ||||||||
| 4145 JOHNSON STREET | HIGH POINT | NC | 27265 | NONE | PUBLIC | OPERATIONS | $2,000 | |
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 1311 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | NONE | PUBLIC | OPERATIONS | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $19,558 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $59,934 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $59,934 | ExclusionAmt |
| Related Or Exempt Function Incm | $19,558 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,492 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (5 entries)
| KEITH CLARK |
| MARK CLARK |
| SUSAN CLARK |
| MATTHEW CLARK |
| KATHERINE CLARK |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FUNDAMENTAL INVESTORS FUND INC | $51,998 | $86,367 |
| GROWTH FUND OF AMERICA CLASS A | $44,969 | $71,221 |
| NEW WORLD FUND CLASS A | $22,555 | $48,968 |
| INTERMEDIATE BOND FUND OF AMERICA | $5,229 | $5,117 |
| INCOME FUND OF AMERICA CL A | $54,196 | $74,048 |
| BOND FUND OF AMERICA | $16,113 | $15,708 |
| CAPITAL INCOME BUILDER FUND CL A | $54,617 | $52,491 |
| CAPITAL WORLD GROWTH & INCOME CL A | $34,710 | $35,780 |
| CAPITAL WORLD BOND FUND | $20,195 | $19,647 |
| AMERICAN HIGH INCOME TRUST | $22,954 | $23,629 |
| FUNDAMENTAL INVESTORS | $8,586 | $13,091 |
| BLACKROCK EQUITY DIVIDEND | $7,493 | $12,417 |
| CAPITAL WORLD BOND FUND | $17,875 | $17,782 |
| DWS SMALL CAP VALUE FUND | $8,466 | $8,648 |
| EATON VANCE INCOME FUND | $23,440 | $26,222 |
| EATON VANCE LARGE CAP VALUE FD | $8,308 | $12,751 |
| FEDERATED TOTAL RETURN BOND | ||
| FRANKLIN TOTAL RETURN FUND | $10,283 | $10,548 |
| FIDELITY NEW INSIGHTS FUND | ||
| HARBOR INTERNATIONAL FUND | $10,185 | $12,271 |
| HARTFORD CAP APPRECIATION FUND | $7,090 | $9,303 |
| JP MORGAN CORE BOND FUND | $13,717 | $14,022 |
| PERKINS MID CAP VALUE FUND CL 1 | $10,240 | $12,307 |
| LORD ABBETT TOTAL RETURN FUND | $14,411 | $14,068 |
| MFS VALUE FUND CL I | $7,780 | $13,115 |
| MANNING & NAPIER WORLD OPPORTUNITY | $19,502 | $24,168 |
| MANNING & NAPIER EQUITY FUND | $7,011 | $8,613 |
| MUTUAL GLOBAL DISCOVERY FUND Z | $6,541 | $8,313 |
| FRANKLIN MUTUAL SHARES FUND Z | $10,496 | $16,742 |
| OPPENHEIMER INTERNATIONAL GROWTH | $15,724 | $25,374 |
| T ROWE PRICE BLUE CHIP GROWTH | $10,186 | $18,929 |
| T ROWE PRICE MID CAP GROWTH | $6,306 | $8,843 |
| T ROWE PRICE SHORT TERM BOND | $18,139 | $17,927 |
| TEMPLETON GLOBAL BOND FUND | $17,622 | $18,108 |
| INVESCO GROWTH & INCOME | $7,521 | $12,892 |
| VIRTUS EMERGING MRKTS OPPTYS I | $15,521 | $20,273 |
| JPM FED MONEY MARKET INSTL CL | $3,398 | $3,398 |
| ING SMALL COMPANY FUND | $11,087 | $13,342 |
| MFS MASSACHUSETTS INV TR | $9,626 | $12,928 |
| HARTFORD GROWTH OPPORTUNITIES | $7,894 | $8,947 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN INSURANCE POLICY | Desc |
| BOY Book Value | $319,805 | BOYBookValueAmt |
| EOY Book Value | $479,805 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| SERVICE FEE | $4,732 | $4,732 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $961 | Amt |
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