Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
CLARK CHARITABLE FOUNDATION XXXXX2003
 
Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

13-6049032
B Telephone number (see instructions)

(800) 496-2583
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$6,575,189J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 168,882 160,802  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 230,597
b Gross sales price for all assets on line 6a 1,779,541
7 Capital gain net income (from Part IV, line 2)... 230,597
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 399,479 391,399  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 74,344 40,302   34,042
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,642 4,011   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
250     250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 83,236 44,313 0 34,292
25 Contributions, gifts, grants paid....... 275,000 275,000
26 Total expenses and disbursements. Add lines 24 and 25 358,236 44,313 0 309,292
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 41,243
b Net investment income (if negative, enter -0-) 347,086
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 32,070 1,339 1,339
2 Savings and temporary cash investments......... 95,964 89,470 89,470
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,247,091 Click to see attachment
List of Attached Documents:
// Content
3,160,247 		4,973,283
c Investments—corporate bonds (attach schedule)....... 1,050,396 Click to see attachment
List of Attached Documents:
// Content
1,265,263 		1,208,063
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 346,167 Click to see attachment
List of Attached Documents:
// Content
296,384 		303,034
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,771,688 4,812,703 6,575,189
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 4,771,688 4,812,703
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 4,771,688 4,812,703
30 Total liabilities and net assets/fund balances (see instructions). 4,771,688 4,812,703
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,771,688
2
Enter amount from Part I, line 27a .....................
2
41,243
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
8,320
4
Add lines 1, 2, and 3 ..........................
4
4,821,251
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
8,548
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,812,703
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 3. ALPHABET INC-CL A   2012-07-11 2023-01-06
b 4. ALPHABET INC-CL A   2012-07-11 2023-01-06
c 2. APPLE COMPUTER INC   2006-04-07 2023-01-06
d 1. APPLE COMPUTER INC   2006-04-07 2023-01-06
e 5. AMEREN CORP     2023-01-25
1. AMEREN CORP   2022-05-11 2023-01-25
1. O'REILLY AUTOMOTIVE INC   2017-05-04 2023-02-07
1. O'REILLY AUTOMOTIVE INC   2017-05-04 2023-02-08
4. ABBVIE INC     2023-02-27
19. ABBVIE INC   2019-09-16 2023-02-27
16. ADVANCED MICRO DEVICES INC     2023-02-27
53. ALPHABET INC-CL C   2012-07-11 2023-02-27
7. ALPHABET INC-CL A   2012-07-11 2023-02-27
57. AMAZON COM INC     2023-02-27
13. AMEREN CORP     2023-02-27
10. AMERICAN EXPRESS CO     2023-02-27
9. ANALOG DEVICES INC     2023-02-27
40. APPLE COMPUTER INC   2006-04-07 2023-02-27
9. BANK OF AMERICA CORPORATION     2023-02-27
48. BANK OF AMERICA CORPORATION   2009-02-05 2023-02-27
2. BIOGEN IDEC INC     2023-02-27
3. BIOGEN IDEC INC     2023-02-27
1. BOOKING HOLDINGS INC   2020-06-24 2023-02-27
16. BOOZ ALLEN HAMILTON HOLDINGS     2023-02-27
1. BOSTON SCIENTIFIC CORP   2021-12-29 2023-02-27
37. BOSTON SCIENTIFIC CORP     2023-02-27
18. BRISTOL MYERS SQUIBB CO     2023-02-27
22. BRISTOL MYERS SQUIBB CO   2019-11-20 2023-02-27
6. CONOCOPHILLIPS     2023-02-27
31. CONOCOPHILLIPS     2023-02-27
3. COSTCO WHSL CORP NEW   2021-10-27 2023-02-27
2. DEERE & CO   2022-03-03 2023-02-27
7. DEERE & CO     2023-02-27
19. EXXON MOBIL CORP     2023-02-27
3. FACEBOOK INC-A   2022-12-02 2023-02-27
13. FACEBOOK INC-A     2023-02-27
2. ARTHUR J GALLAGHER & CO   2022-03-08 2023-02-27
7. ARTHUR J GALLAGHER & CO     2023-02-27
10. HILTON WORLDWIDE HOLDINGS IN     2023-02-27
10. HONEYWELL INTL INC   2010-02-01 2023-02-27
20. INGERSOLL RAND INC COMMON STOCK     2023-02-27
1. INTUIT   2022-08-03 2023-02-27
3. INTUIT   2020-05-04 2023-02-27
3. INTUITIVE SURGICAL INC NEW     2023-02-27
1000. ISHARES MISCI EAFE INDEX FUND   2022-05-11 2023-02-27
7. LILLY ELI & CO   2016-12-16 2023-02-27
7. LOWES COS INC   2011-09-22 2023-02-27
1. MASTERCARD INC - CLASS A   2022-06-17 2023-02-27
11. MASTERCARD INC - CLASS A     2023-02-27
3. MCDONALDS CORP     2023-02-27
6. MCDONALDS CORP     2023-02-27
39. MICROSOFT CORP     2023-02-27
20. MONDELEZ INTERNATIONAL-W/I     2023-02-27
18. MONSTER BEVERAGE CORP     2023-02-27
5. MORGAN STANLEY DEAN WITTER & CO NEW   2022-10-05 2023-02-27
26. MORGAN STANLEY DEAN WITTER & CO NEW   2013-04-19 2023-02-27
14. NEXTERA ENERGY INC     2023-02-27
19. NEXTERA ENERGY INC   2016-10-18 2023-02-27
13. NIKE INC     2023-02-27
7. NIKE INC   2021-03-03 2023-02-27
10. NORFOLK SOUTHN CORP     2023-02-27
4. NVIDIA CORP   2023-02-24 2023-02-27
7. NVIDIA CORP   2017-10-03 2023-02-27
1. OLD DOMINION FREIGHT LINE INC COM   2022-04-08 2023-02-27
4. OLD DOMINION FREIGHT LINE INC COM     2023-02-27
2. PEPSICO INC   2022-05-10 2023-02-27
11. PEPSICO INC   2014-10-08 2023-02-27
9. PIONEER NAT RES CO   2020-04-27 2023-02-27
18. PROGRESSIVE CORP OHIO     2023-02-27
10. RTX CORP     2023-02-27
1. REGENERON PHARMACEUTICALS INC   2023-01-06 2023-02-27
2. REGENERON PHARMACEUTICALS INC     2023-02-27
5. S&P GLOBAL INC     2023-02-27
150. SPDR TR UNIT SER 1   2014-10-09 2023-02-27
9864.365 SIX CIRCLES GLOBAL BOND   2020-08-19 2023-02-27
5701.254 SIX CIRCLES CREDIT OPPORT   2020-11-16 2023-02-27
11. TJX COS INC NEW   2023-02-07 2023-02-27
12. T-MOBILE US INC     2023-02-27
16. TEXAS INSTRS INC   2016-02-05 2023-02-27
1. THERMO ELECTRON CORP   2022-09-29 2023-02-27
5. THERMO ELECTRON CORP     2023-02-27
12. UNITEDHEALTH GROUP INC     2023-02-27
11. WASTE CONNECTIONS INC     2023-02-27
57. WELLS FARGO & CO NEW   2020-12-15 2023-02-27
10. EATON CORP PLC     2023-02-27
8. LINDE PLC/OLD   2019-01-07 2023-02-27
6. TRANE TECHNOLOGIES PLC     2023-02-27
1. ASML HOLDING NV-NY REG SHS   2020-03-05 2023-02-27
2. NXP SEMICONDUCTORS NV     2023-02-27
20. NXP SEMICONDUCTORS NV     2023-02-27
750. ISHARES SHORT TREASURY BOND   2023-02-27 2023-04-03
651. ISHARES MISCI EAFE INDEX FUND   2022-05-11 2023-04-24
24. ISHARES MISCI EAFE INDEX FUND   2022-05-11 2023-04-24
500. JPMORGAN BETABUILDERS CANADA   2019-04-09 2023-04-24
225. SPDR TR UNIT SER 1     2023-04-24
900. ISHARES MISCI EAFE INDEX FUND   2022-05-11 2023-06-29
150. SPDR TR UNIT SER 1   2014-10-09 2023-06-29
1158. ISHARES MSCI JAPAN ETF     2023-07-11
700. ISHARES MISCI EAFE INDEX FUND     2023-07-25
267. JPMORGAN BETABUILDERS EUROPE ETF   2023-02-27 2023-07-25
433. JPMORGAN BETABUILDERS EUROPE ETF   2023-02-27 2023-07-25
. VALEANT PHARMACEUTICALS INTE     2023-08-01
3365.385 BLACKSTONE ALT MULTI-STRAT-Y   2021-07-23 2023-08-07
6198.002 BLACKROCK EVNT DRVN EQ-INST     2023-08-08
5555.556 PIMCO UNCONSTRAINED BD FD INSTL CL*   2021-07-22 2023-08-08
569.801 BLACKSTONE ALT MULTI-STRAT-Y   2021-07-23 2023-09-14
550. ISHARES TR 7-10 YR TREAS INDEX FD     2023-09-14
400. ISHARES MISCI EAFE INDEX FUND     2023-09-14
600. ISHARES SHORT TREASURY BOND     2023-09-14
75. SPDR TR UNIT SER 1   2014-10-09 2023-09-14
1220.753 SIX CIRCLES ULTR SHRT DUR   2018-10-18 2023-09-14
93. ISHARES TR 7-10 YR TREAS INDEX FD   2023-04-03 2023-10-03
407. ISHARES TR 7-10 YR TREAS INDEX FD     2023-10-03
1686.747 SIX CIRCLES CREDIT OPPORT   2020-11-16 2023-10-03
441.312 AMERICAN BEACON AHL MGD-R5   2023-08-08 2023-10-05
593.478 BLACKSTONE ALT MULTI-STRAT-Y   2021-07-23 2023-10-05
500. JPMORGAN BETABUILDERS CANADA     2023-10-05
706.103 PIMCO MTGE OPPORTUNITIES IS   2023-08-08 2023-10-05
200. SPDR TR UNIT SER 1     2023-10-05
200. ISHARES SHORT TREASURY BOND     2023-11-14
350. ISHARES SHORT TREASURY BOND   2022-06-01 2023-11-14
250. ISHARES TR S & P MIDCAP 400 INDEX FD     2023-12-13
1732. ISHARES TR 7-10 YR TREAS INDEX FD     2023-12-14
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 259   43 216
b 341   57 284
c 253   5 248
d 126   2 124
e 430   478 -48
87   94 -7
802   249 553
786   249 537
617   554 63
2,932   1,343 1,589
1,271   1,581 -310
4,779   754 4,025
629   100 529
5,376   3,571 1,805
1,110   1,205 -95
1,746   1,004 742
1,659   1,197 462
5,939   99 5,840
311   311  
1,659   224 1,435
547   582 -35
821   866 -45
2,512   1,615 897
1,536   1,360 176
47   43 4
1,752   919 833
1,262   1,329 -67
1,543   1,241 302
627   605 22
3,239   2,079 1,160
1,471   1,465 6
844   767 77
2,953   2,507 446
2,099   2,117 -18
515   367 148
2,233   972 1,261
374   303 71
1,307   975 332
1,454   1,256 198
1,948   373 1,575
1,164   968 196
419   463 -44
1,257   800 457
699   907 -208
69,725   65,828 3,897
2,248   509 1,739
1,442   133 1,309
357   313 44
3,931   571 3,360
796   712 84
1,593   1,343 250
9,830   978 8,852
1,325   434 891
1,838   1,626 212
490   415 75
2,547   534 2,013
1,029   1,170 -141
1,397   595 802
1,553   1,545 8
836   956 -120
2,285   1,189 1,096
950   924 26
1,663   313 1,350
344   260 84
1,376   1,155 221
354   343 11
1,945   1,022 923
1,817   723 1,094
2,567   2,129 438
998   959 39
767   739 28
1,534   1,050 484
1,722   1,783 -61
59,908   29,040 30,868
80,000   100,148 -20,148
50,000   57,754 -7,754
854   878 -24
1,743   1,701 42
2,745   797 1,948
551   517 34
2,754   1,654 1,100
5,867   1,325 4,542
1,490   548 942
2,696   1,692 1,004
1,749   1,285 464
2,777   1,256 1,521
1,112   901 211
631   292 339
360   336 24
3,604   2,378 1,226
82,572   82,678 -106
47,956   42,854 5,102
1,768   1,580 188
30,686   24,372 6,314
92,800   43,531 49,269
64,291   59,245 5,046
65,459   28,969 36,490
71,540   62,923 8,617
51,757   45,748 6,009
14,763   14,016 747
23,951   22,731 1,220
48     48
35,000   36,212 -1,212
60,740   60,900 -160
53,556   60,000 -6,444
6,000   6,131 -131
51,360   62,397 -11,037
28,605   25,950 2,655
66,148   66,245 -97
33,775   14,485 19,290
12,000   12,208 -208
8,353   9,250 -897
36,557   42,538 -5,981
14,000   17,087 -3,087
4,537   4,387 150
6,184   6,386 -202
28,086   23,807 4,279
6,461   6,630 -169
84,348   38,565 45,783
22,055   22,065 -10
38,597   38,567 30
67,632   67,805 -173
166,121   167,930 -1,809
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       216
b       284
c       248
d       124
e       -48
      -7
      553
      537
      63
      1,589
      -310
      4,025
      529
      1,805
      -95
      742
      462
      5,840
       
      1,435
      -35
      -45
      897
      176
      4
      833
      -67
      302
      22
      1,160
      6
      77
      446
      -18
      148
      1,261
      71
      332
      198
      1,575
      196
      -44
      457
      -208
      3,897
      1,739
      1,309
      44
      3,360
      84
      250
      8,852
      891
      212
      75
      2,013
      -141
      802
      8
      -120
      1,096
      26
      1,350
      84
      221
      11
      923
      1,094
      438
      39
      28
      484
      -61
      30,868
      -20,148
      -7,754
      -24
      42
      1,948
      34
      1,100
      4,542
      942
      1,004
      464
      1,521
      211
      339
      24
      1,226
      -106
      5,102
      188
      6,314
      49,269
      5,046
      36,490
      8,617
      6,009
      747
      1,220
      48
      -1,212
      -160
      -6,444
      -131
      -11,037
      2,655
      -97
      19,290
      -208
      -897
      -5,981
      -3,087
      150
      -202
      4,279
      -169
      45,783
      -10
      30
      -173
      -1,809
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 230,597
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 4,824
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,824
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,824
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,896
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,896
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 928
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrown/a
14
The books are in care ofright arrowJP MORGAN CHASE BANK NA Telephone no.right arrow (800) 496-2583

Located atright arrow10 S DEARBORN ST MC IL1-0111CHICAGOIL ZIP+4right arrow60603
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JP MORGAN CHASE BANK NA trustee
2 		74,344    
10 S DEARBORN ST MC IL1-0111
Chicago,IL60603
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
6,146,013
b
Average of monthly cash balances.......................
1b
124,160
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,270,173
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
6,270,173
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
94,053
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,176,120
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
308,806
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
308,806
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,824
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,824
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
303,982
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
303,982
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
303,982
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
309,292
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
309,292
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 303,982
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 272,302
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 309,292
a Applied to 2022, but not more than line 2a 272,302
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 36,990
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		266,992
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JPMORGAN CHASE BANK NA
270 PARK AVE
NEW YORK,NY10017
(800) 496-2583
bThe form in which applications should be submitted and information and materials they should include:
written proposal that explains the nature of the project includes the org IRC 501c 3 status letter
cAny submission deadlines:
October 31 religious and charitable purposes
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
CONTACT FOR DETAILS N/A N/A
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

Lenox Hill Neighborhood House Inc

331 EAST 70TH STREET
New York,NY10021 		NONE PC GENERAL 50,000

NEW YORK LANDMARKS CONSERVANCY INC

1 WHITEHALL ST FL 21
NEW YORK,NY10004 		NONE PC GENERAL 100,000

PRESCOTT AREA SHELTER SERVICES INC

336 N RUSH ST
PRESCOTT,AZ86301 		NONE PC GENERAL 15,000

UNIVERSITY SETTLEMENT SOCIETY

184 ELDRIDGE STREET
NEW YORK,NY10002 		NONE PC GENERAL 35,000

BRONXWORKS INC

60 E TREMONT AVE
NEW YORK,NY10453 		NONE PC GENERAL 50,000

MAMA FOUNDATION FOR THE ARTS INC

149 W 126TH ST
NEW YORK,NY10027 		NONE PC GENERAL 25,000
Total .................................right arrow 3a 275,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 168,882  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 230,597  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   399,479  
13Total. Add line 12, columns (b), (d), and (e)..................
13
399,479
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsCorpBondsSchedule
Name:
CLARK CHARITABLE FOUNDATION XXXXX2003
EIN:
13-6049032
Name of Bond End of Year Book Value End of Year Fair Market Value
92203J308 VANGUARD TTL INTL BN 106,382 100,305
83002G108 SIX CIRCLES ULTR SHR 86,901 86,281
464287440 ISHARES 7-10 YEAR TR    
54401E218 LORD ABBETT HIGH YIE 99,151 98,221
83002G702 SIX CIRCLES GLOBAL B 299,136 251,475
83002G884 SIX CIRCLES CREDIT O 110,160 104,622
464288679 ISHARES SHORT TREASU 77,117 77,091
92203J407 VANGUARD TOTAL INTL 161,727 162,905
464288661 ISHARES 3-7 YEAR TRE 62,832 64,422
92206C847 VANGUARD LONG-TERM T 66,084 66,206
92206C870 VANGUARD INT-TERM CO 195,773 196,535

TY 2023 InvestmentsCorpStockSchedule
Name:
CLARK CHARITABLE FOUNDATION XXXXX2003
EIN:
13-6049032
Name of Stock End of Year Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO    
110122108 BRISTOL-MYERS SQUIBB    
438516106 HONEYWELL INTERNATIO    
464287465 ISHARES MSCI EAFE ET 350,880 460,765
532457108 ELI LILLY & CO    
548661107 LOWE'S COS INC    
594918104 MICROSOFT CORP    
609207105 MONDELEZ INTERNATION    
617446448 MORGAN STANLEY    
713448108 PEPSICO INC    
723787107 PIONEER NATURAL RESO    
882508104 TEXAS INSTRUMENTS IN    
949746101 WELLS FARGO & CO    
02079K107 ALPHABET INC-CL C    
02079K305 ALPHABET INC-CL A    
09062X103 BIOGEN INC    
30303M102 META PLATFORMS INC-C    
46434G822 ISHARES MSCI JAPAN E    
57636Q104 MASTERCARD INC - A    
65339F101 NEXTERA ENERGY INC    
67103H107 O'REILLY AUTOMOTIVE    
78462F103 SPDR S&P 500 ETF TRU 582,138 1,671,190
91324P102 UNITEDHEALTH GROUP I    
94106B101 WASTE CONNECTIONS IN    
023135106 AMAZON.COM INC    
032654105 ANALOG DEVICES INC    
037833100 APPLE INC    
060505104 BANK OF AMERICA CORP    
655844108 NORFOLK SOUTHERN COR    
67066G104 NVIDIA CORP    
025816109 AMERICAN EXPRESS CO    
315911750 FIDELITY 500 INDEX F 651,415 983,163
83002G306 SIX CIRCLES US UNCON 625,282 849,878
83002G405 SIX CIRCLES INTL UNC 420,895 467,733
G5494J103 LINDE PLC    
00287Y109 ABBVIE INC    
580135101 MCDONALD'S CORP    
N6596X109 NXP SEMICONDUCTORS N    
007903107 ADVANCED MICRO DEVIC    
09857L108 BOOKING HOLDINGS INC    
461202103 INTUIT INC    
75513E101 RAYTHEON TECHNOLOGIE    
883556102 THERMO FISHER SCIENT    
N07059210 ASML HOLDING NV-NY R    
20825C104 CONOCOPHILLIPS    
22160K105 COSTCO WHOLESALE COR    
244199105 DEERE & CO    
363576109 ARTHUR J GALLAGHER &    
43300A203 HILTON WORLDWIDE HOL    
45687V106 INGERSOLL RAND INC C    
46120E602 INTUITIVE SURGICAL I    
46641Q191 JPMORGAN BETABUILDER 125,979 135,816
46641Q217 JPMORGAN BETABUILDER 225,683 221,897
46641Q225 JPMORGAN BETABUILDER 48,046 66,492
46641Q233 JPMORGAN BETABUILDER 129,929 116,349
654106103 NIKE INC -CL B    
679580100 OLD DOMINION FREIGHT    
75886F107 REGENERON PHARMACEUT    
G29183103 EATON CORP PLC    
G8994E103 TRANE TECHNOLOGIES P    
023608102 AMEREN CORPORATION    
099502106 BOOZ ALLEN HAMILTON    
30231G102 EXXON MOBIL CORP    
61174X109 MONSTER BEVERAGE COR    
743315103 PROGRESSIVE CORP    
78409V104 S&P GLOBAL INC    
872590104 T-MOBILE US INC    

TY 2023 InvestmentsOtherSchedule2
Name:
CLARK CHARITABLE FOUNDATION XXXXX2003
EIN:
13-6049032
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09257V508 BLACKSTONE ALT MULTI AT COST 121,739 119,352
09250J734 BLACKROCK EVNT DRVN      
64128R608 NEUBERGER BERMAN LON AT COST 54,800 63,826
72201M487 PIMCO DYNAMIC BOND-I      
024525669 AMERICAN BEACON AHL AT COST 28,329 28,243
72201U638 PIMCO MRTG OPP & BND AT COST 91,516 91,613

TY 2023 OtherDecreasesSchedule
Name:
CLARK CHARITABLE FOUNDATION XXXXX2003
EIN:
13-6049032
Description Amount
2023 TRANSACTION POSTED IN 2024 7,961
SALES FOUND UPDATE 382
COST BASIS ADJUSTMENT 205


TY 2023 OtherExpensesSchedule
Name:
CLARK CHARITABLE FOUNDATION XXXXX2003
EIN:
13-6049032
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ATTORNEY GENERAL FEE 250 0   250


TY 2023 OtherIncreasesSchedule
Name:
CLARK CHARITABLE FOUNDATION XXXXX2003
EIN:
13-6049032
Description Amount
2022 TRANSACTION POSTED IN 2023 8,316
ROUNDING 4


TY 2023 TaxesSchedule
Name:
CLARK CHARITABLE FOUNDATION XXXXX2003
EIN:
13-6049032
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 3 3   0
FEDERAL TAX PAYMENT - PRIOR YE 735 0   0
FEDERAL ESTIMATES - INCOME 3,896 0   0
FOREIGN TAXES ON QUALIFIED FOR 3,573 3,573   0
FOREIGN TAXES ON NONQUALIFIED 435 435   0