CLARK CHARITABLE TRUST: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CLARK CHARITABLE TRUST (EIN 04-6037650)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201443189349100944
- Schema version
- 2013v3.0
- 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
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T13:15:06-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 557 | AddressLine1 |
| City | NEEDHAM | City |
| State | MA | State |
| ZIP Code | 024940011 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046037650 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK CHARITABLE TRUST | BusinessNameLine1 |
| 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 681 | AddressLine1 |
| City | LINCOLN | City |
| State | MA | State |
| ZIP Code | 017730681 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY A TAYLOR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7812598800 | PhoneNum |
| Signature | 2014-11-14 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,707,085 | 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 | $31 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,626 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,626 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $214,579 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $724,381 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $214,579 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $235,236 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $235,236 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $56,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $56,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,794 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,521 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,915 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $137,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $137,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $211,915 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $193,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $23,321 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $235,236 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,290 | CashBOYAmt |
| Cash EOY | $18,564 | CashEOYAmt |
| Cash EOYFMV | $18,564 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $176,914 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $741,350 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $741,350 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,966 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,693 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,966 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,966 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,884,220 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,374,419 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,733,942 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $294,241 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $275,168 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $205,920 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,343 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,343 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,395,358 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,416,810 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,707,085 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,869 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,869 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,393,489 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,416,810 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,393,489 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,416,810 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,395,358 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,416,810 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,393,489 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $23,321 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,416,810 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,416,810 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ACTIVE NETWORK INC. | 2011-12-29 | 2013-09-30 | $9,879 | $9,539 | $340 | $340 |
| ACTIVE NETWORK INC. | 2012-01-03 | 2013-09-30 | $96,122 | $92,969 | $3,153 | $3,153 |
| PALOMAR MED TECHNOLOGIES | 2011-05-04 | 2013-04-11 | $45,461 | $49,091 | -$3,630 | -$3,630 |
| PALOMAR MED TECHNOLOGIES | 2011-06-09 | 2013-04-11 | $60,169 | $51,066 | $9,103 | $9,103 |
| PALOMAR MED TECHNOLOGIES | 2011-11-18 | 2013-04-11 | $82,899 | $50,613 | $32,286 | $32,286 |
| PHOENIX COS INC NEW | 2012-03-06 | 2013-09-20 | $50,428 | $52,368 | -$1,940 | -$1,940 |
| ZOLTEK COS INC | 2012-03-06 | 2013-09-26 | $54,146 | $33,397 | $20,749 | $20,749 |
| ZOLTEK COS INC | 2012-05-15 | 2013-09-26 | $36,097 | $18,469 | $17,628 | $17,628 |
| STRYKER CORP | 2003-08-29 | 2013-11-08 | $289,180 | $152,290 | $136,890 | $136,890 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $214,579 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $179,170 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,984,676 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060030 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $186,951 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,995,608 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062408 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $182,510 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,150,735 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057926 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $174,860 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,040,096 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057518 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $179,644 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,692,625 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048649 | DistributionYr5Rt |
| Total Distribution | 0.286531 | TotalDistributionRt |
| Average Distribution | 0.057306 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,537,367 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $202,712 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,352 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $205,064 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $193,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,705 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,705 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,705 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,048 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,048 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,343 | OverpaymentAmt |
| Applied To ES Tax | $3,343 | 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 | AddressLine1 |
| City | LINCOLN | City |
| State | MA | State |
| ZIP Code | 017730681 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $56,000 | $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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 557 | AddressLine1 |
| City | NEEDHAM | City |
| State | MA | State |
| ZIP Code | 024940011 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | TAX PREPARATION | ServiceTypeTxt |
| Compensation | $4,600 | 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-FOUR CHARITABLE ORGANIZATIONS | Description1Txt |
| Expenses1 | $137,000 | Expenses1Amt |
| Description2 | ADMINISTRATIVE EXPENSES INCLUDING COMPENSATION OF TRUSTEES, ACCOUNTING FEES AND OTHER MISCELLANEOUS EXPENSES | Description2Txt |
| Expenses2 | $60,754 | 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 | $3,566,128 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,108 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,591,236 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,591,236 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,869 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,537,367 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $176,868 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $176,868 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,705 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,705 | TotalTaxAmt |
| Distributable Before Adj | $172,163 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $172,163 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $172,163 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $193,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $193,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $193,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $172,163 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $30,174 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $33,596 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $63,770 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $193,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $172,163 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,837 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $84,607 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $84,607 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $30,174 | ExcessFromYear2Amt |
| Excess From Year1 | $33,596 | ExcessFromYear1Amt |
| Excess From Current Year | $20,837 | 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 | P O BOX 681 | AddressLine1 |
| City | LINCOLN | City |
| State | MA | State |
| ZIP Code | 017730681 | ZIPCode |
| 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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACCESS SPORT AMERICA INC | ||||||
| 119 HIGH STREET | ACTON | MA | 01720 | N/A | CHARITABLE | $3,000 |
| AMERICAN COUNCIL OF TRUSTEES | ||||||
| 1726 M STREET NW STE 802 | WASHINGTON | DC | 20036 | N/A | CHARITABLE | $5,000 |
| AMERICAN NEAR EAST REFUGEE AID | ||||||
| 1111 14TH STREET NW 400 | WASHINGTON | DC | 200055604 | N/A | CHARITABLE | $10,000 |
| ANIMAL PEOPLE INC | ||||||
| POST OFFICE BOX 140014 | GAINESVILLE | FL | 32614 | N/A | CHARITABLE | $2,000 |
| 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 | $10,000 |
| BERKSHIRE BACH SOCIETY | ||||||
| POST OFFICE BOX 1002 | GREAT BARRINGTON | MA | 01230 | N/A | CHARITABLE | $2,000 |
| BOSTON PHILHARMONIC ORCHESTRA | ||||||
| 295 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | CHARITABLE | $14,000 |
| BUDDY DOG HUMANE SOCIETY INC | ||||||
| 151 BOSTON POST ROAD | SUDBURY | MA | 01776 | N/A | CHARITABLE | $2,000 |
| DREAMCHASER PMU RESCUE AND REHABILITATION | ||||||
| 48019 NORTH 7TH AVENUE | NEW RIVER | AZ | 85087 | N/A | CHARITABLE | $4,000 |
| EXOTIC FELINE RESCUE CENTER INC | ||||||
| 2221 EAST ASHBORO ROAD | CENTER POINT | IN | 47840 | N/A | CHARITABLE | $10,000 |
| FRANCIS SMALL HERITAGE TRUST | ||||||
| POST OFFICE BOX 414 | LIMERICK | ME | 04048 | N/A | CHARITABLE | $5,000 |
| 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 |
| GREYHOUND FRIENDS INC | ||||||
| 167 SADDLE HILL ROAD | HOPKINTON | MA | 01748 | N/A | CHARITABLE | $3,000 |
| HIWASSEE COLLEGE | ||||||
| 225 HIWASSEE COLLEGE DRIVE | MADISONVILLE | TN | 37354 | N/A | CHARITABLECHARITABLE | $5,000 |
| HORSE HAVEN OF TENNESSEE INC | ||||||
| 2415 REAGAN ROAD | KNOXVILLE | TN | 37931 | N/A | CHARITABLE | $6,000 |
| LAST CHANCE CORAL | ||||||
| 5350 OLD ROUTE 33 | ATHENS | OH | 45701 | N/A | CHARITABLE | $8,000 |
| MISSOURI FORGET ME NOT HORSE RESCUE & SANCTUARY | ||||||
| 1025 HERITAGE ROAD | LINN CREEK | MO | 65052 | N/A | CHARITABLE | $6,000 |
| PEOPLE MAKING A DIFFERENCE THROUGH COMMUNITY SERVICE INC | ||||||
| POST OFFICE BOX 120189 | BOSTON | MA | 021120189 | N/A | CHARITABLE | $3,000 |
| REVELS INC | ||||||
| 80 MT AUBURN STREET 1 | WATERTOWN | MA | 02472 | N/A | CHARITABLE | $5,000 |
| SERAPHIM SINGERS INC | ||||||
| 85 LINDEN STREET | MALDEN | MA | 02148 | N/A | CHARITABLE | $6,000 |
| THE PLACE OF WILD BIRD INC | ||||||
| POST OFFICE BOX 502 | NORTH DIGHTON | MA | 027640502 | N/A | CHARITABLE | $2,000 |
| US CUMBERLAND COLLEGE | ||||||
| 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 | $137,000 | 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 | $31 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $20,626 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $214,579 | 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 | $235,236 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $235,236 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3,4, | THE RECEIPT OF INVESTMENT INCOME PROVIDES CASH WHICH IS READILY |
| 8 | 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 | $4,600 | Amt |
| Net Investment Income | $0 | 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 | $1,374,419 | EOYBookValueAmt |
| EOYFMV | $2,733,942 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CLOSED END FUNDS | AT COST | $180,861 | $128,570 |
| OTHER EQUITY INVESTMENTS | AT COST | $94,307 | $77,350 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $3,343 | EOYBookValueAmt |
| EOYFMV | $3,343 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $35 | $0 | $0 |
| EAGLE ROCK LP | $9,312 | $0 | $0 |
| BANK FEES | $30 | $0 | $0 |
| TAX PENALTY | $144 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $1,869 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FORIEGN INCOME TAXES | $89 | $0 | $0 |
| FEDERAL EXCISE TAX | $4,705 | $0 | $0 |