CLARK CHARITABLE TRUST: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CLARK CHARITABLE TRUST (EIN 04-6037650)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201833199349103378
- Schema version
- 2017v2.3
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T13:51:28-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043291636 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOOKS BONARDI & CO PC CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 557 | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024940011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | C/O TIMOTHY A TAYLOR P O BOX 631 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 017730681 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY A TAYLOR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7812598800 | PhoneNum |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STUART ALAN BOOKS | PreparerPersonNm |
| PTIN | P01379809 | PTIN |
| Phone | 7814441844 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.74.85.7 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 14:19:48 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA828E628BBDF8391CF671AB323F895A3835440A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AD8750424354CC9382B502681D6AE5B33A856ABD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,016,346 | 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 |
| Interest On Sav Rev And Expnss | $95 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $95 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,470 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,470 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $72,643 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $523,950 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $72,643 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $90,208 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $90,208 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $70,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $70,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $31,469 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31,469 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $106,744 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,744 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $70,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $182,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $182,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $288,744 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,744 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $252,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$198,536 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,464 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,421 | CashBOYAmt |
| Cash EOY | $8,055 | CashEOYAmt |
| Cash EOYFMV | $8,055 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $39,530 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,170 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,170 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,362,579 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,224,576 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,336,294 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $742,581 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $722,574 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $660,627 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,200 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,200 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,165,111 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,966,575 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,016,346 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,165,111 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,966,575 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,165,111 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,966,575 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,165,111 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,966,575 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,165,111 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$198,536 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,966,575 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,966,575 | 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 |
|---|---|---|---|---|---|---|---|
| JP MORGAN MID-CAP GROWTH | P | 2016-12-14 | 2017-03-29 | $77 | $78 | -$1 | -$1 |
| JP MORGAN MID-CAP GROWTH | P | 2015-08-26 | 2017-03-29 | $154,678 | $158,092 | -$3,414 | -$3,414 |
| JP MORGAN GROWTH ADVANTAGE | P | 2015-08-26 | 2017-03-29 | $167,322 | $155,134 | $12,188 | $12,188 |
| OPKO HEALTH INC. | P | 2012-01-03 | 2017-11-20 | $83,011 | $104,579 | -$21,568 | -$21,568 |
| TARGET CORP. | P | 2014-02-21 | 2017-09-18 | $20,553 | $20,042 | $511 | $511 |
| INTUITIVE SURGICAL INC. | P | 2009-05-08 | 2017-07-10 | $18,683 | $3,199 | $15,484 | $15,484 |
| INTUITIVE SURGICAL INC. | P | 2009-05-08 | 2017-12-19 | $70,596 | $10,183 | $60,413 | $60,413 |
| VANGUARD NATURAL RESOURCES | P | 2011-04-12 | 2017-08-03 | $3 | $3 | $3 | |
| CAPITAL GAINS DIVIDENDS | P | $9,027 | $9,027 | $9,027 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $72,643 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $226,805 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,407,412 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066562 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $217,195 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,637,551 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059709 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $192,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,678,878 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052326 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $193,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,537,367 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054560 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $179,170 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,984,676 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060030 | DistributionYr5Rt |
| Total Distribution | 0.293187 | TotalDistributionRt |
| Average Distribution | 0.058637 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,872,045 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $227,045 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $535 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $227,580 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $252,000 | 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 | $535 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $535 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $535 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $6 | EsPenaltyAmt |
| Overpayment | $659 | OverpaymentAmt |
| Applied To ES Tax | $659 | 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 | POST OFFICE BOX 681 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 017730681 | 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 |
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 | ||||||||
| POST OFFICE BOX 681 | LINCOLN | MA | 017730681 | TRUSTEE | 25.00 | $70,000 | $0 | $0 |
| RUSSELL KOPP | ||||||||
| 34 PLAIN ROAD | WAYLAND | MA | 017782210 | 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 | BOOKS BONARDI & CO PC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 557 | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024940011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | TAX PREPARATION | ServiceTypeTxt |
| Compensation | $5,275 | 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-FIVE CHARITABLE ORGANIZATIONS | Description1Txt |
| Expenses1 | $182,000 | Expenses1Amt |
| Description2 | ADMINISTRATIVE EXPENSES INCLUDING COMPENSATION OF TRUSTEES, ACCOUNTING FEES AND OTHER MISCELLANEOUS EXPENSES | Description2Txt |
| Expenses2 | $75,349 | 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 | $3,910,133 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,877 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,931,010 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,931,010 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,965 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,872,045 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $193,602 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $193,602 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $535 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $535 | TotalTaxAmt |
| Distributable Before Adj | $193,067 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $193,067 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $193,067 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $252,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $252,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $535 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $251,465 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $193,067 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $33,596 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $20,837 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,959 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $36,927 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $58,824 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $163,143 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $252,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $193,067 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $58,933 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $222,076 | 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 | $33,596 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $188,480 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $20,837 | ExcessFromYear4Amt |
| Excess From Year3 | $12,959 | ExcessFromYear3Amt |
| Excess From Year2 | $36,927 | ExcessFromYear2Amt |
| Excess From Year1 | $58,824 | ExcessFromYear1Amt |
| Excess From Current Year | $58,933 | 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 | POST OFFICE BOX 681 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 017730681 | 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACCESS SPORT AMERICA INC | ||||||
| 119 HIGH STREET | ACTON | MA | 01720 | N/A | CHARITABLE | $5,000 |
| AMERICAN COUNCIL OF TRUSTEES | ||||||
| 1726 M STREET NW STE 802 | WASHINGTON | DC | 20036 | N/A | CHARITABLE | $10,000 |
| AMERICAN NEAR EAST REFUGEE AID | ||||||
| 1111 14TH STREET NW 400 | WASHINGTON | DC | 200055604 | N/A | CHARITABLE | $10,000 |
| BABSON COLLEGE | ||||||
| 231 FOREST STREET | WELLESLEY | MA | 02481 | N/A | CHARITABLECHARITABLE | $10,000 |
| BARRY L PRICE REHABILITATION CENTER INC | ||||||
| 38 BORDER STREET | WEST NEWTON | MA | 02465 | N/A | CHARITABLE | $20,000 |
| BOSTON PHILHARMONIC ORCHESTRA | ||||||
| 295 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | CHARITABLE | $10,000 |
| COCHISE CANINE RESCUE | ||||||
| PO BOX 87 | POMERENE | AZ | 85627 | N/A | CHARITABLE | $4,000 |
| EXOTIC FELINE RESCUE CENTER INC | ||||||
| 2221 EAST ASHBORO ROAD | CENTER POINT | IN | 47840 | N/A | CHARITABLECHARITABLE | $10,000 |
| FRANCIS SMALL HERITAGE TRUST | ||||||
| POST OFFICE BOX 414 | LIMERICK | ME | 04048 | N/A | CHARITABLE | $3,000 |
| FRIENDS OF BERGEN COUNTY ANIMAL SHELTER INC | ||||||
| POST OFFICE BOX 439 | HASBROUCK HEIGHTS | NJ | 076040439 | N/A | CHARITABLE | $3,000 |
| FRIENDS OF CASCO BAY | ||||||
| 43 SLOCUM DRIVE | SOUTH PORTLAND | ME | 04106 | N/A | CHARITABLE | $3,000 |
| HANDEL HAYDN SOCIETY | ||||||
| NINE HARCOURT STREET | BOSTON | MA | 02116 | N/A | CHARITABLE | $10,000 |
| HARVEST NOW | ||||||
| 96 HILLSPOINT RD | WESTPORT | CT | 06880 | N/A | CHARITABLE | $4,000 |
| HIWASSEE COLLEGE | ||||||
| 225 HIWASSEE COLLEGE DRIVE | MADISONVILLE | TN | 37354 | N/A | CHARITABLECHARITABLECHARITABLE | $8,000 |
| HORSE HAVEN OF TENNESSEE | ||||||
| 2417 REAGAN ROAD TN 37931 | KNOXVILLE | TN | 37931 | N/A | CHARITABLE | $3,000 |
| HUMANE FARMING ASSSOCIATION | ||||||
| 36 WOODLAND AVENUE | SAN RAFAEL | CA | 94901 | N/A | CHARITABLE | $5,000 |
| JUDICIAL WATCH INC | ||||||
| 425 THIRD STREET SW | WASHINGTON | DC | 20024 | N/A | CHARITABLE | $10,000 |
| LAST CHANCE CORRAL | ||||||
| 5350 OLD ROUTE 33 | ATHENS | OH | 45701 | N/A | CHARITABLE | $4,000 |
| NATIONAL MUSIC MUSEUM | ||||||
| 414 EAST CLARK STREET | VERMILLION | SD | 57069 | N/A | CHARITABLE | $5,000 |
| PEOPLE MAKING A DIFFERENCE THROUGH COMMUNITY SERVICE INC | ||||||
| POST OFFICE BOX 120189 | BOSTON | MA | 021120189 | N/A | CHARITABLE | $3,000 |
| PET WELFARE ADVISORY COUNCIL | ||||||
| PO BOX 1914 | EGLIN AIR FORCE BASE | FL | 32542 | N/A | CHARITABLE | $5,000 |
| SERAPHIM SINGERS INC | ||||||
| 85 LINDEN STREET | MALDEN | MA | 02148 | N/A | CHARITABLE | $8,000 |
| SISTERS ANIMAL SANCTUARY INC | ||||||
| 11480 FOGG RD | ELK GROVE | CA | 95757 | N/A | CHARITABLE | $4,000 |
| THE PIERRE MONTEUX MEMORIAL FOUNDATION | ||||||
| POST OFFICE BOX 457 | HANCOCK | ME | 04640 | N/A | CHARITABLE | $5,000 |
| THE REVELS INC | ||||||
| 80 MT AUBURN STREET 1 | WATERTOWN | MA | 02472 | N/A | CHARITABLE | $10,000 |
| UNIVESITY OF THE CUMBERLANDS | ||||||
| 6191 COLLEGE STATION DRIVE | WILLIAMSBURG | KY | 40769 | N/A | CHARITABLE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $182,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $95 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $17,470 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $72,643 | 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 | $90,208 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $90,208 | 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 | $5,275 | Amt |
| Net Investment Income | $5,275 | 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 | $1,224,576 | EOYBookValueAmt |
| EOYFMV | $3,336,294 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $651,144 | $660,605 |
| OTHER EQUITY INVESTMENTS | AT COST | $71,430 | $22 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| EOY Book Value | $1,200 | EOYBookValueAmt |
| EOYFMV | $1,200 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $35 | $35 | $0 |
| BANK SERVICE CHARGES | $39 | $39 | $0 |
| VANGUARD NATURAL RESOURCES, LLC | $31,395 | $31,395 | $0 |