FRANKLIN STREET GIVING TREE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FRANKLIN STREET GIVING TREE FOUNDATION (EIN 25-6667093)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-10
- IRS object ID
- 201941009349100019
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-10T14:01:41-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256667093 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Franklin Street Giving Tree Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RICHARD T CLARK | InCareOfNm |
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 2675440411 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3085 Burnt House Hill Rd | AddressLine1Txt |
| City | Doylestown | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD CLARK | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 2675440411 | PhoneNum |
| Signature | 2019-03-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520191005000035 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-04-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0B775BB9C0E0C9DA339247063A24C50179569C8E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0C5E5A4654C1C37B4810F575F1A1D05F0CA21AED | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,458,242 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,380,105 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,812 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,812 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $633,877 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $633,877 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,863 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,844,512 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,133,423 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $29 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $8,075,686 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,774,112 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $63,361 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,361 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $27,297 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $59,178 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $59,178 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $149,836 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,361 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $59,178 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $299,836 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,361 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $209,178 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,775,850 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,710,751 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,183,173 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,889,440 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,889,440 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $20,802,634 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,872,217 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,568,802 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $22,985,807 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,761,657 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,458,242 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $22,985,807 | RetainedEarningBOYAmt |
| Retained Earning EOY | $30,761,657 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,985,807 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,761,657 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,985,807 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,761,657 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,985,807 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,775,850 | ExcessRevenueOverExpensesAmt |
| Subtotal | $30,761,657 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $30,761,657 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,844,512 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,711,089 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,133,423 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,133,423 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,133,423 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $162,016 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,133,458 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.008468 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $768,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,027,108 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051124 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $552,127 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,473,129 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052718 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $301,350 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,539,352 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054402 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $501,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,984,253 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.125745 | DistributionYr5Rt |
| Total Distribution | 0.292457 | TotalDistributionRt |
| Average Distribution | 0.058491 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $24,546,110 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,435,727 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17,108 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,452,835 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $209,178 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $34,215 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $34,215 | SubtotalAmt |
| Tax Based On Investment Income | $34,215 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $25,615 | 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 | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD T CLARK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2675440411 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3085 BURNT HOUSE HILL RD | AddressLine1Txt |
| City | doylestown | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18902 | ZIPCd |
| 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| Angela Clark | ||||||||
| 3085 Burnt House Hill Rd | Doylestown | PA | 18902 | Trustee | 1.0 | $0 | $0 | $0 |
| Richard T Clark | ||||||||
| 3085 Burnt House Hill Rd | Doylestown | PA | 18902 | Trustee | 1.0 | $0 | $0 | $0 |
| Kelly Patterson | ||||||||
| 3085 Burnt House Hill Rd | Doylestown | PA | 18902 | Trustee | 1.0 | $0 | $0 | $0 |
| Lisa Wurster | ||||||||
| 3085 Burnt House Hill Rd | Doylestown | PA | 18902 | Trustee | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Asset Planning Services Ldt | |||||
| 162 Main Street PO Box 164 | Harleysville | PA | 19438 | Investment mgmt | $63,361 |
| Foundation Source | |||||
| 55 Walls Drive 3rd fl | Fairfield | CT | 06824 | Administrative | $59,178 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,379,682 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $540,227 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,919,909 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,919,909 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $373,799 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,546,110 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,227,306 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,227,306 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34,215 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34,215 | TotalTaxAmt |
| Distributable Before Adj | $1,193,091 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,193,091 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,193,091 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $209,178 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $209,178 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $209,178 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,193,091 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $74,633 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Qualifying Distributions | $209,178 | QualifyingDistributionsAmt |
| Applied To Year1 | $74,633 | AppliedToYear1Amt |
| Applied To Current Year | $134,545 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,058,546 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OUR LADY OF GUADALUPE CATHOLIC CHURCH | |||||||
| 5194 COLD SPRING CREAMERY RD | DOYLESTOWN | PA | 18902 | N/A | PC | The Health and Wellness Ministry Program | $25,000 |
| WASHINGTON AND JEFFERSON COLLEGE | |||||||
| 60 S LINCOLN ST | WASHINGTON | PA | 15301 | N/A | PC | General & Unrestricted | $125,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,812 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $633,877 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $54,863 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $29 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $695,581 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $695,581 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Clark Joint Living Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3085 Burnt House hill road | AddressLine1Txt |
| City | Doylestown | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 189021804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,380,105 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | MERCK & CO INC MRK, 26000.405 sh. | $1,928,190 | 2018-12-19 |
| 1 | MERCK & CO INC MRK, 37000 sh. | $2,637,915 | 2018-10-08 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AQR LARGE CAP DEFENSIVE STYLE | $456,740 | $409,563 |
| BAIRD SHORT TERM BOND FUND INS | $3,165,476 | $3,130,175 |
| BLACKROCK CREDIT STRATEGIES IN | $338,641 | $332,493 |
| FEDERATED INSTI HIGH YIELD BD | $335,416 | $305,597 |
| FIDELITY 500 INDEX FUND | $908,776 | $786,901 |
| ISHARE SP SMALL CAP 600 INDEX | $328,553 | $334,826 |
| MERCK & CO INC | $1,928,190 | $1,986,691 |
| MFS INTERNATIONAL VALUE FUND C | $678,949 | $661,893 |
| PIMCO HIGH-YIELD INSTL | $624,447 | $596,934 |
| SCHWAB US MID CAP | $829,751 | $850,698 |
| SPDR PORTFOLIO SHORT TERM CORP | $4,111,274 | $4,036,421 |
| SPDR S&P DIVIDEND ETF | $163,180 | $185,923 |
| T ROWE PRICE CAP APPRECIATION | $646,855 | $649,982 |
| VANGUARD GNMA FUND ADMIRAL SHS | $545,370 | $524,213 |
| VANGUARD INTERMEDIATE TERM INV | $518,158 | $498,053 |
| VANGUARD S&P 500 ETF | $3,948,177 | $4,165,521 |
| VANGUARD SHORT-TERM CORPORATE | $4,257,475 | $4,178,362 |
| VANGUARD TOTAL INTERNATIONAL S | $1,527,990 | $1,434,700 |
| VANGUARD VALUE ETF | $631,522 | $630,347 |
| WESTERN ASSET CORE PLUS BOND P | $1,927,277 | $1,869,509 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Revenue And Expenses Per Books | $59,178 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $59,178 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $29 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $63,361 | Amt |
| Net Investment Income | $63,361 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2018 | $8,600 |
| 990-PF Extension for 2017 | $18,697 |