CLARK CHARITABLE TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CLARK CHARITABLE TRUST (EIN 04-6037650)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202303179349102625
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T14:20:06-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 850725002 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPHINE V CASUCCI | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 BRYANT STREET | AddressLine1Txt |
| City | MALDEN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02148 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046037650 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 7812598800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO TIMOTHY A TAYLOR PO BOX 631 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01773 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY A TAYLOR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7812598800 | PhoneNum |
| Signature | 2023-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TIMOTHY | PersonFirstNm |
| Person Last | TAYLOR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPHINE V CASUCCI | PreparerPersonNm |
| PTIN | P01412985 | PTIN |
| Phone | 6175717017 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,560,399 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $30,922 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,922 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $263,383 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $341,111 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $263,383 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $294,305 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $294,305 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $98,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $98,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,925 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,207 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $65 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $65 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $108,197 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,990 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $98,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $202,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $202,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $310,597 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,990 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $300,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,292 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $288,315 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,945 | CashBOYAmt |
| Cash EOY | $17,556 | CashEOYAmt |
| Cash EOYFMV | $17,556 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $18,475 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,394 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,394 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,516,643 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,439,664 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,590,939 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,031,217 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,091,382 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $936,276 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $242 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,234 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,234 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,580,522 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,564,230 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,560,399 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $35 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $35 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $35 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,580,487 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,564,195 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,580,487 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,564,195 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,580,522 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,564,230 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,580,487 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,292 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,564,195 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,564,195 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| APPLE INC 200 SHS | P | 2015-09-03 | 2022-03-07 | $32,297 | $5,618 | $26,679 | $26,679 |
| APPLE INC 200 SHS | P | 2015-09-03 | 2022-11-29 | $28,346 | $5,618 | $22,728 | $22,728 |
| BRISTOL-MYERS SQUIBB CO 402 SHS | P | 2019-11-21 | 2022-06-09 | $30,163 | $22,472 | $7,691 | $7,691 |
| BRISTOL-MYERS SQUIBB CO 598 SHS | P | 2019-11-21 | 2022-11-29 | $46,447 | $33,428 | $13,019 | $13,019 |
| INTUITIVE SURGICAL INC 150 SHS | P | 2009-05-08 | 2022-09-08 | $31,727 | $2,666 | $29,061 | $29,061 |
| INTUITIVE SURGICAL INC 196 SHS | P | 2009-05-08 | 2022-12-15 | $52,758 | $3,483 | $49,275 | $49,275 |
| INTUITIVE SURGICAL INC 200 SHS | P | 2009-05-08 | 2022-12-15 | $53,843 | $3,554 | $50,289 | $50,289 |
| INTUITIVE SURGICAL INC 50 SHS | P | 2009-05-08 | 2022-12-15 | $13,458 | $889 | $12,569 | $12,569 |
| CAPITAL GAINS DIVIDENDS | P | $52,072 | $52,072 | $52,072 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $263,383 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,008 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,008 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,008 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,242 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,242 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,234 | OverpaymentAmt |
| Applied To ES Tax | $10,234 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TIMOTHY A TAYLOR TRUSTEE | IndividualWithBooksNm |
| Phone | 7812598800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 631 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01773 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TIMOTHY A TAYLOR | ||||||||
| PO BOX 631 | LINCOLN | MA | 01773 | TRUSTEE | 25.00 | $98,000 | $0 | $0 |
| RUSSELL KOPP | ||||||||
| 34 PLAIN ROAD | WAYLAND | MA | 01778 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPHINE V CASUCCI CPA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 BRYANT STREET | AddressLine1Txt |
| City | MALDEN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02148 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | TAX PREPARATION | ServiceTypeTxt |
| Compensation | $5,925 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GIFTS, CONTRIBUTIONS AND GRANTS TO TWENTY CHARITABLE ORGANIZATIONS | Description1Txt |
| Expenses1 | $202,400 | Expenses1Amt |
| Description2 | ADMINISTRATIVE EXPENSES INCLUDING COMPENSATION OF TRUSTEES, ACCOUNTING FEES AND OTHER MISCELLANEOUS EXPENSES | Description2Txt |
| Expenses2 | $103,990 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,916,898 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,779 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,936,677 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,936,677 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,050 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,862,627 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $243,131 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $243,131 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,008 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,008 | TotalTaxAmt |
| Distributable Before Adj | $239,123 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $239,123 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $239,123 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $300,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $300,400 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $239,123 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $58,933 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $55,799 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $77,077 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $32,910 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,477 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $246,196 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $300,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $239,123 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $61,277 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $307,473 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $58,933 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $248,540 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $55,799 | ExcessFromYear4Amt |
| Excess From Year3 | $77,077 | ExcessFromYear3Amt |
| Excess From Year2 | $32,910 | ExcessFromYear2Amt |
| Excess From Year1 | $21,477 | ExcessFromYear1Amt |
| Excess From Current Year | $61,277 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CLARK CHARITABLE TRUST ATTN TIMOTHY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 631 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01773 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7812598800 | RecipientPhoneNum |
| Form And Info And Materials | LETTER DESCRIBING CHARITABLE PURPOSE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ACCESS SPORT AMERICA INC | ||||||||||
| 119 HIGH STREET | ACTON | MA | 01720 | N/A | CHARITABLE | $7,000 | ||||
| AMERICAN COUNCIL OF TRUSTEES AND ALUMNI | ||||||||||
| 1726 M STREET NW STE 802 | WASHINGTON | DC | 20036 | N/A | CHARITABLE | $20,000 | ||||
| EXOTIC FELINE RESCUE CENTER INC | ||||||||||
| 2221 EAST ASHBORO ROAD | CENTER POINT | IN | 47840 | N/A | CHARITABLE | $10,000 | ||||
| FRANCIS SMALL HERITAGE TRUST | ||||||||||
| PO BOX 414 | LIMERICK | ME | 04048 | N/A | CHARITABLE | $5,000 | ||||
| FRIENDS OF THAI DAUGHTERS INC | ||||||||||
| PO BOX 370 | TREVETT | ME | 04571 | N/A | CHARITABLE | $10,000 | ||||
| FRIENDS OF THE COUNTY ANIMAL SHELTER INC | ||||||||||
| PO BOX 439 | HASBROUCK HEIGHTS | NJ | 07604 | N/A | CHARITABLE | $3,000 | ||||
| HILLSDALE COLLEGE | ||||||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | N/A | CHARITABLE | $25,000 | ||||
| HUMANE FARMING ASSSOCIATION | ||||||||||
| 36 WOODLAND AVENUE | SAN RAFAEL | CA | 94901 | N/A | CHARITABLE | $20,000 | ||||
| JUDICIAL WATCH INC | ||||||||||
| 425 THIRD STREET SW | WASHINGTON | DC | 20024 | N/A | CHARITABLE | $25,000 | ||||
| LAST CHANCE CORRAL | ||||||||||
| 5350 OLD ROUTE 33 | ATHENS | OH | 45701 | N/A | CHARITABLE | $6,000 | ||||
| NATIONAL MUSIC MUSEUM | ||||||||||
| 414 EAST CLARK STREET | VERMILLION | SD | 57069 | N/A | CHARITABLE | $5,000 | ||||
| PEOPLE MAKING A DIFFERENCE THROUGH COMMUNITY SERVICE INC | ||||||||||
| PO BOX 120189 | BOSTON | MA | 021120189 | N/A | CHARITABLE | $5,000 | ||||
| THE BRAIN TUMOUR CHARITY | ||||||||||
| N/A | CHARITABLE | $12,400 | FLEET 27 RYE CLOSE | FLEET | UK | GU51 2UH | ||||
| THE NEBRASKA BRASS BAND INC | ||||||||||
| 12110 PORT GRACE BOULEVARD | LA VISTA | NE | 68128 | N/A | CHARITABLE | $10,000 | ||||
| THE PLACE FOR WILD BIRDS | ||||||||||
| PO BOX 502 | NORTH DIGHTON | MA | 02764 | N/A | CHARITABLE | $4,000 | ||||
| THE REVELS INC | ||||||||||
| 80 MT AUBURN STREET 1 | WATERTOWN | MA | 02472 | N/A | CHARITABLE | $10,000 | ||||
| THE SERAPHIM SINGERS INC | ||||||||||
| 21 CARVER RD | WATERTOWN | MA | 02472 | N/A | CHARITABLE | $4,000 | ||||
| UNIVERSITY OF THE CUMBERLANDS | ||||||||||
| 6191 COLLEGE STATION DRIVE | WILLIAMSBURG | KY | 40769 | N/A | CHARITABLE | $15,000 | ||||
| WOLLY KITTEN CLUB | ||||||||||
| 945 WAVERLY ST | HOUSTON | TX | 77008 | N/A | CHARITABLE | $6,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $202,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $30,922 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $263,383 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $294,305 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $294,305 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | THE RECEIPT OF INVESTMENT INCOME PROVIDES CASH WHICH IS READILY AVAILABLE FOR DISTRIBUTION TO CHARITABLE ORGANIZATIONS |
| 4 | THE RECEIPT OF INVESTMENT INCOME PROVIDES CASH WHICH IS READILY AVAILABLE FOR DISTRIBUTION TO CHARITABLE ORGANIZATIONS |
| 7 | THE RECEIPT OF INVESTMENT INCOME PROVIDES CASH WHICH IS READILY AVAILABLE FOR DISTRIBUTION TO CHARITABLE ORGANIZATIONS |
| 8 | THE RECEIPT OF INVESTMENT INCOME PROVIDES CASH WHICH IS READILY AVAILABLE FOR DISTRIBUTION TO CHARITABLE ORGANIZATIONS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PREPARATION OF TAX RETURNS | CategoryTxt |
| Amt | $5,925 | Amt |
| Net Investment Income | $5,925 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,439,664 | EOYBookValueAmt |
| EOYFMV | $3,590,939 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,091,382 | BookValueAmt |
| EOYFMV | $936,276 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| BOY Book Value | $242 | BOYBookValueAmt |
| EOY Book Value | $6,234 | EOYBookValueAmt |
| EOYFMV | $6,234 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $35 | $35 | $0 |
| BANK SERVICE CHARGES | $30 | $30 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX ON INVESTMENT INCOME | $4,008 | $0 | $0 |
| FOREIGN TAX PAID | $199 | $0 | $0 |