CLARK CHARITABLE TRUST: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CLARK CHARITABLE TRUST (EIN 04-6037650)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201323199349101852
- Schema version
- 2012v2.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T14:12:53-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043291636 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOOKS BONARDI & CO PC CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046037650 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CLAR | NameControl |
| Phone | 7812598800 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TIMOTHY A TAYLOR | Name |
| Title | TRUSTEE | Title |
| Phone | 7812598800 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STUART ALAN BOOKS | Name |
| PTIN | P01379809 | PTIN |
| Phone | 7814441844 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3007830 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 498 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 498 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 21799 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 21799 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 160672 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1010983 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 160672 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 182969 | TotalRevenueAndExpenses |
| Total Net Investment Income | 182969 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 55000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 55000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4450 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 63 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 20448 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 79961 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 55000 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 126000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 126000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 205961 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 181000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -22992 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 182969 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 15430 | CashBOY |
| Cash EOY | 36290 | CashEOY |
| Cash EOYFMV | 36290 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 361101 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 176914 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 176914 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 3693 | AccountsReceivable |
| Accounts Receivable EOY | 3693 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 3693 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 1984793 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1884220 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2512254 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 58955 | InvestmentsOtherBOY |
| Investments Other EOY | 294241 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 278679 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2420279 | TotalAssetsBOY |
| Total Assets EOY | 2395358 | TotalAssetsEOY |
| Total Assets EOYFMV | 3007830 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 3798 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 1869 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 3798 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1869 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 2416481 | UnrestrictedBOY |
| Unrestricted EOY | 2393489 | UnrestrictedEOY |
| Total Net Assets BOY | 2416481 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2393489 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2420279 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2395358 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2416481 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -22992 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2393489 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2393489 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (13 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| CHIPOTLE MEXICAN GRILLE | 2011-11-18 | 2012-10-05 | 85434 | 93687 | -8253 | -8253 | |
| CHIPOTLE MEXICAN GRILLE | 2012-03-09 | 2012-10-05 | 56956 | 79745 | -22789 | -22789 | |
| EBIX | 2011-03-25 | 2012-09-26 | 104953 | 103373 | 1580 | 1580 | |
| EBIX | 2011-03-25 | 2012-10-04 | 106914 | 103373 | 3541 | 3541 | |
| GENERAL ELECTRIC CO | 1984-05-01 | 2012-01-04 | 99819 | 13191 | 86628 | 86628 | |
| GENERAL ELECTRIC CO | 1984-05-01 | 2012-03-06 | 114525 | 14840 | 99685 | 99685 | |
| GOLDMAN SACHS BRIC CL C | 2007-07-16 | 2012-02-01 | 142135 | 180005 | -37870 | -37870 | |
| GOLDMAN SACHS BRIC CL C | 2007-12-14 | 2012-02-01 | 278 | 404 | -126 | -126 | |
| GOLDMAN SACHS BRIC CL C | 2007-12-14 | 2012-02-01 | 6681 | 9721 | -3040 | -3040 | |
| VANGUARD INERTNTL EQUITY INDE | 2006-05-05 | 2012-02-01 | 172059 | 152407 | 19652 | 19652 | |
| VANGUARD INERTNTL EQUITY INDE | 2007-07-13 | 2012-02-01 | 43015 | 49937 | -6922 | -6922 | |
| ZOLTEK COS | 2012-02-01 | 2012-02-06 | 78180 | 49628 | 28552 | 28552 | |
| CAPITAL GAINS DIVIDENDS | 34 | 34 | 34 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 160672 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 186951 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2995608 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.062408 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 182510 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3150735 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.057926 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 174860 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3040096 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.057518 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 179644 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3692625 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.048649 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 176121 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4515535 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.039003 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.265504 | TotalDistributionRatio |
| Average Distribution Ratio | 0.053101 | AverageDistributionRatio |
| Net Noncharitable Assets | 2984676 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 158489 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1830 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 160319 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 181000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1830 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1830 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1830 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 9900 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 9900 | TotalCreditsAndPayments |
| Penalty For Underpayment | 22 | PenaltyForUnderpayment |
| Overpayment | 8048 | Overpayment |
| Amount Credited To Next Year | 8048 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | TIMOTHY A TAYLOR TRUSTEE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7812598800 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| TIMOTHY A TAYLOR | ||||||||
| POST OFFICE BOX 681 | LINCOLN | MA | 017730681 | TRUSTEE | 25.00 | 55000 | 0 | 0 |
| RUSSELL KOPP | ||||||||
| 34 PLAIN ROAD | WAYLAND | MA | 017782210 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
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) |
|---|---|---|
| Type Of Service | TAX PREPARATION | TypeOfService |
| Compensation | 4450 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GIFTS, CONTRIBUTIONS AND GRANTS TO TWENTY-ONE CHARITABLE ORGANIZATIONS | Description1 |
| Expenses1 | 126000 | Expenses1 |
| Description2 | ADMINISTRATIVE EXPENSES INCLUDING COMPENSATION OF TRUSTEES, ACCOUNTING FEES AND OTHER MISCELLANEOUS EXPENSES | Description2 |
| Expenses2 | 85685 | Expenses2 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2998929 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 31199 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3030128 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3030128 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 45452 | CashDeemedCharitable |
| Net Noncharitable Assets | 2984676 | NetNoncharitableAssets |
| Minimum Investment Return | 149234 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 149234 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1830 | TaxBasedOnInvestmentIncome |
| Total Tax | 1830 | TotalTax |
| Distributable Amount Before Adj | 147404 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 147404 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 147404 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 181000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 181000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1830 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 179170 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 147404 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 30174 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 30174 | TotalExcessDistriCarryover |
| Qualifying Distributions | 181000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 147404 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 33596 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 63770 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 63770 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 30174 | ExcessFromYear1 |
| Excess From Current Year | 33596 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | CLARK CHARITABLE TRUST ATTN TIMOTHY | RecipientName |
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 Number | 7812598800 | RecipientPhoneNumber |
| Form And Info And Materials | LETTER DESCRIBING CHARITABLE PURPOSE | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ACCESS SPORT AMERICA INC | ||||||
| 119 HIGH STREET | ACTON | MA | 01720 | N/A | CHARITABLE | $5,000 |
| 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 | $10,000 |
| BERKSHIRE BACH SOCIETY | ||||||
| POST OFFICE BOX 1002 | GREAT BARRINGTON | MA | 01230 | N/A | CHARITABLE | $3,000 |
| BOSTON PHILHARMONIC ORCHESTRA | ||||||
| 295 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | CHARITABLE | $13,000 |
| BUDDY DOG HUMANE SOCIETY INC | ||||||
| 151 BOSTON POST ROAD | SUDBURY | MA | 01776 | N/A | CHARITABLE | $2,000 |
| CUMBERLAND COLLEGE | ||||||
| 6191 COLLEGE STATION DRIVE | WILLIAMSBURG | KY | 40769 | N/A | CHARITABLE | $10,000 |
| DAVIS & ELKINS COLLEGE | ||||||
| 100 CAMPUS DRIVE | ELKINS | WV | 26241 | N/A | CHARITABLE | $10,000 |
| 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 | $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 |
| GOOD SHEPARD FOOD BANK | ||||||
| 3121 HOTEL ROAD | AUBURN | ME | 04210 | N/A | CHARITABLE | $5,000 |
| 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 | $10,000 |
| MASS HOSPITAL SCHOOL FOUNDATION | ||||||
| 3 RANDOLPH STREET | CANTON | MA | 02021 | N/A | CHARITABLE | $3,000 |
| PEOPLE MAKING A DIFFERENCE THROUGH COMMUNITY SERVICE INC | ||||||
| POST OFFICE BOX 120189 | BOSTON | MA | 021120189 | N/A | CHARITABLE | $3,000 |
| SERAPHIM SINGERS INC | ||||||
| 85 LINDEN STREET | MALDEN | MA | 02148 | N/A | CHARITABLE | $5,000 |
| THE SINGING BOWL FBO HEALING GARDEN | ||||||
| POST OFFICE BOX 341 | CONCORD | MA | 01742 | N/A | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 126000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 498 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 21799 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 160672 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 182969 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 182969 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3,4, | THE RECEIPT OF INVESTMENT INCOME PROVIDES CASH WHICH IS READILY |
| 8 | AVAILABLE FOR DISTRIBUTION TO CHARITABLE ORGANIZATIONS |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PREPARATION OF TAX RETURNS | Category |
| Amount | $4,450 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
| EOY Book Value | 1884220 | EOYBookValue |
| EOYFMV | 2512254 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| CLOSED END FUNDS | AT COST | 180861 | 166229 |
| OTHER EQUITY INVESTMENTS | AT COST | 113380 | 112450 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FILING FEES | 35 | 0 | 0 |
| OFFICE EXPENSE | 48 | 0 | 0 |
| EAGLE ROCK LP | 20365 | 0 | 0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED FEDERAL EXCISE TAX | Description |
| BOY Book Value | 3798 | BOYBookValue |
| EOY Book Value | 1869 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK FEES | Category |
| Amount | $63 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |