THE CLARK FMILY PRVT FNDTION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE CLARK FMILY PRVT FNDTION INC (EIN 77-0607976)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-01
- IRS object ID
- 201301239349100925
- Schema version
- 2012v2.2
- 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
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-01T11:00:52-00:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Lane Suite 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770607976 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Clark Family Private Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CLAR | NameControl |
| Phone | 8008391754 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J Philip Clark | Name |
| Title | Vice President | Title |
| Date Signed | 2013-05-01 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2013-05-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4519662 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 889655 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 12 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 12 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 95249 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 86617 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 97768 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 987423 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 938463 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 3903 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 3903 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1086587 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1028995 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 31280 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 31280 | CompOfcrDirTrstDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 2913 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 2913 | PensionEmplBnftDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 1966 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1966 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 1000 | TaxesRevAndExpnss |
| Trav Conf Meeting Rev And Expnss | 648 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 648 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 17573 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 17573 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 55380 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1966 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 52414 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 65110 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 65110 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 120490 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1966 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 117524 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 966097 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1027029 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 144491 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 312868 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 312868 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 161900 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 220532 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 234906 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 3070035 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3959123 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3971888 | InvestmentsCorpStockEOYFMV |
| Investments Mortgage Loans BOY | 150000 | InvestmentsMortgageLoansBOY |
| Total Assets BOY | 3526426 | TotalAssetsBOY |
| Total Assets EOY | 4492523 | TotalAssetsEOY |
| Total Assets EOYFMV | 4519662 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 3526426 | RetainedEarningsBOY |
| Retained Earnings EOY | 4492523 | RetainedEarningsEOY |
| Total Net Assets BOY | 3526426 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4492523 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3526426 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4492523 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3526426 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 966097 | ExcessOfRevenueOverExpenses |
| Subtotal | 4492523 | Subtotal |
| Total Net Assets Fund Balances EOY | 4492523 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Publicly-traded Securities | DescriptionOfAsset |
| Gross Sales Price | 987423 | GrossSalesPrice |
| Cost Or Other Basis | 889655 | CostOrOtherBasis |
| Gain Or Loss | 938463 | GainOrLoss |
| Gains Minus Excess Or Losses | 938463 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 938463 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 141315 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3304552 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.042764 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 72682 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2294842 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.031672 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 82548 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1577874 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.052316 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 148401 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1945258 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.076289 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 59737 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2004643 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.029799 | DistributionRatioYear5 |
| Total Distribution Ratio | 000.232840 | TotalDistributionRatio |
| Average Distribution Ratio | 000.046568 | AverageDistributionRatio |
| Net Noncharitable Assets | 3564483 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 165991 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 10270 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 176261 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 117524 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 20541 | InvestmentIncomeExciseTax |
| Subtotal | 20541 | Subtotal |
| Tax Based On Investment Income | 20541 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1603 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1603 | TotalCreditsAndPayments |
| Tax Paid Original Return | 1603 | TaxPaidOriginalReturn |
| Form2220 Attached | X | Form2220Attached |
| Tax Due | 18938 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8008391754 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Ashley Clark | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | VP / Dir | 001.00 | 0 |
| Deborah Clark | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | VP / Dir | 001.00 | 0 |
| Elizabeth Clark | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | VP / Dir | 001.00 | 0 |
| Isolda Clark | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Co- Pres / Pres / Dir | 020.00 | 20920 |
| J Philip Clark | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | VP / Dir / Sec | 001.00 | 0 |
| John T M Clark | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Co- Pres / Dir | 010.00 | 10360 |
| JP Clark | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | VP / Dir | 001.00 | 0 |
| Kenner L Clark | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | VP / Dir | 001.00 | 0 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3491036 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 90843 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 36885 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3618764 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 3618764 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 54281 | CashDeemedCharitable |
| Net Noncharitable Assets | 3564483 | NetNoncharitableAssets |
| Minimum Investment Return | 178224 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 178224 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 20541 | TaxBasedOnInvestmentIncome |
| Total Tax | 20541 | TotalTax |
| Distributable Amount Before Adj | 157683 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 157683 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 157683 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 117524 | ExpensesAndContributions |
| Qualifying Distributions | 117524 | QualifyingDistributions |
| Adj Qualifying Distributions | 117524 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 157683 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 15716 | UndistributedIncomePriorYear |
| Qualifying Distributions | 117524 | QualifyingDistributions |
| Applied To Year1 | 15716 | AppliedToYear1 |
| Applied To Current Year | 101808 | AppliedToCurrentYear |
| Undistributed Income CY | 55875 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Deborah Clark | ContributingManager |
| Contributing Manager | J Philip Clark | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ANGLICAN CHURCH IN NORTH AMERICA | |||||||
| 800 MAPLEWOOD AVE | AMBRIDGE | PA | 15003 | N/A | 509a1 | General Unrestricted | $10,000 |
| BOB SWANSON GIVE A LIFE FOUNDATION INC | |||||||
| PO BOX 31688 | PALM BCH GDNS | FL | 33420 | N/A | 509a1 | General Unrestricted | $250 |
| ELON UNIVERSITY | |||||||
| 2600 CAMPUS BOX | ELON | NC | 27244 | N/A | 509a1 | General Unrestricted | $1,500 |
| GOOD FRIENDS INC | |||||||
| PO BOX 150 | MURRYSVILLE | PA | 15668 | N/A | 509a1 | General Unrestricted | $500 |
| GREENS FARMS ACADEMY INC | |||||||
| PO BOX 998 | GREENS FARMS | CT | 06838 | N/A | 509a1 | Horizons Program | $500 |
| GREENS FARMS ACADEMY INC | |||||||
| PO BOX 998 | GREENS FARMS | CT | 06838 | N/A | 509a1 | Annual Giving Campaign | $3,500 |
| IMENTOR | |||||||
| 30 BROAD ST 9TH FL | NEW YORK | NY | 10004 | N/A | 509a1 | For Team Member Rob Allens Fundraising at iMentor | $1,000 |
| IMENTOR | |||||||
| 30 BROAD ST 9TH FL | NEW YORK | NY | 10004 | N/A | 509a1 | Charitable Event | $1,000 |
| LAMOILLE UNION MIDDLE SCHOOL | |||||||
| 736 VT RTE 15 W | HYDE PARK | VT | 05655 | N/A | 509a1 | Middle School Athletics Program | $2,300 |
| MERCY MINISTRIES OF AMERICA INC | |||||||
| 15328 OLD HICKRY BLVD | NASHVILLE | TN | 37211 | N/A | 509a1 | General Unrestricted | $10,000 |
| NATL SEPT 11 MEM & MUSEUM AT THE WTC FDN | |||||||
| ONE LIBERTY PLZ 20TH FL | NEW YORK | NY | 10006 | N/A | 509a1 | General Unrestricted | $100 |
| SOUND BEACH VOLUNTEER SERVICES FOUNDATION INC | |||||||
| 207 SOUND BEACH AVE | OLD GREENWICH | CT | 06870 | N/A | 509a1 | General Unrestricted | $100 |
| TRINITY BAPTIST CHURCH | |||||||
| 250 E 61ST ST | NEW YORK | NY | 10065 | N/A | 509a1 | General Unrestricted | $500 |
| TRINITY CHURCH | |||||||
| 15 SHERWOOD PL | GREENWICH | CT | 06830 | N/A | 509a1 | General Unrestricted | $21,000 |
| TRUSTEES OF UNION COLLEGE | |||||||
| 807 UNION ST | SCHENECTADY | NY | 12308 | N/A | 509a1 | Union College Womens Volleyball Team | $1,200 |
| WORLD VISION | |||||||
| 34834 WEYERHAEUSER WAY S | FEDERAL WAY | WA | 98001 | N/A | 509a1 | General Unrestricted | $2,160 |
| WWP INC - WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | N/A | 509a1 | General Unrestricted | $2,000 |
| WWP INC - WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | N/A | 509a1 | RR for Families Program | $1,000 |
| YALE HOCKEY ASSOCIATION | |||||||
| PO BOX 1844 | NEW HAVEN | CT | 06508 | N/A | 509a1 | General Unrestricted | $5,000 |
| YALE HOCKEY ASSOCIATION | |||||||
| PO BOX 1844 | NEW HAVEN | CT | 06508 | N/A | 509a1 | YHA Golf Outing | $500 |
| YALE HOCKEY ASSOCIATION | |||||||
| PO BOX 1844 | NEW HAVEN | CT | 06508 | N/A | 509a1 | Golf Outing Sponsorship | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 65110 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $95,249 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $97,768 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Mortgage Loan Income | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,903 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $196,932 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 196932 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J Philip Clark and Deborah Kenner Clark 1994 Trust | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Philip Clark 51 Keofferam Rd | AddressLine1 |
| City | Old Greenwich | City |
| State | CT | State |
| ZIP Code | 06870 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 889655 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | EPOCH HOLDING CORPORATION EPHC, 29000 sh. | 806345 | 2012-12-14 |
| 1 | EPOCH HOLDING CORPORATION EPHC, 3000 sh. | 83310 | 2012-12-11 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (7 entries)
| NameName | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold |
|---|---|---|---|---|---|---|
| Publicly-traded Securities | 987423 | 889655 | 97768 | |||
| CALEDON TEEN RANCH 539 5.000 0 - CALEDON TEEN RANCH 539 5.000 06/01/2011 | 25000 | 25000 | 2010-06 | P | 2012-03 | |
| CALEDON TEEN RANCH 540 5.000 0 - CALEDON TEEN RANCH 540 5.000 06/01/2011 | 25000 | 25000 | 2010-06 | P | 2012-03 | |
| CALEDON TEEN RANCH 541 5.000 0 - CALEDON TEEN RANCH 541 5.000 06/01/2011 | 25000 | 25000 | 2010-06 | P | 2012-03 | |
| CALEDON TEEN RANCH 542 5.000 0 - CALEDON TEEN RANCH 542 5.000 06/01/2011 | 25000 | 25000 | 2010-06 | P | 2012-03 | |
| CALEDON TEEN RANCH 543 5.000 0 - CALEDON TEEN RANCH 543 5.000 06/01/2011 | 25000 | 25000 | 2010-06 | P | 2012-03 | |
| CALEDON TEEN RANCH 544 5.000 0 - CALEDON TEEN RANCH 544 5.000 06/01/2011 | 25000 | 25000 | 2010-06 | P | 2012-03 |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (6 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 62511 shares of ALLIANCEBERNSTEIN REIT INSTL FUND | 597982 | 610103 |
| 6358 shares of BERNSTEIN EMERGING MARKETS | 202437 | 179751 |
| 35934 shares of BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | 492639 | 506309 |
| 98503 shares of EPOCH GLOBAL EQUITY SHAREHOLDER YIELD FUND CLASS I | 1535652 | 1604606 |
| 8467 shares of EPOCH INTERNATIONAL SMALL CAP FD INSTI SHARES | 152184 | 156211 |
| 41231 shares of MAINSTAY EPOCH GLOBAL EQUITY YIELD CL I | 978229 | 914908 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Securities EOY Book Val | 220532 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 234906 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| Administrative Fees | 16788 | 16788 |
| Payroll Processing Fees | 760 | 760 |
| State or Local Filing Fees | 25 | 25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Mortgage Loan Income | Description |
| Revenue And Expenses Per Books | 3903 | RevenueAndExpensesPerBooks |
| Net Investment Income | 3903 | NetInvestmentIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | Category |
| Amount | $1,966 | Amount |
| Net Investment Income | 1966 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Estimated Tax for 2012 | Category |
| Amount | $1,000 | Amount |
Comments