MARK FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARK FAMILY FOUNDATION (EIN 13-7052586)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-04-14
- IRS object ID
- 202511049349100646
- Schema version
- 2023v6.0
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-14T20:24:59-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137052586 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARK ASSET MANAGEMENT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 2125836001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 667 MADISON AVENUE 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MORRIS MARK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2125836001 | PhoneNum |
| Signature | 2025-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 2123721000 | PhoneNum |
| Preparation | 2025-04-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $44,158,434 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,398,095 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $78,087 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $78,087 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $154,349 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $154,349 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,885,642 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,578,317 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,102,219 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,409 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,409 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,517,582 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,336,064 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,347 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,347 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $44,329 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $433 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,909 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,159 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $97,485 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,389 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,961,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,961,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,058,635 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,389 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,971,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,458,947 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,292,675 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,075 | CashBOYAmt |
| Cash EOY | $3,075 | CashEOYAmt |
| Cash EOYFMV | $3,075 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $909,814 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,540,758 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,540,758 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,347,621 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $16,345,114 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,418,652 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $40,567,886 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $200,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $200,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,046,715 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,803,624 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,162,485 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,158,434 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $18,803,624 | RetainedEarningBOYAmt |
| Retained Earning EOY | $24,162,485 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,803,624 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,162,485 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,803,624 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,162,485 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,803,624 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,458,947 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $25,262,571 | SubtotalAmt |
| Other Decreases | $1,100,086 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,162,485 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $21,181,428 | $20,538,285 | $643,143 | $643,143 |
| PUBLICLY TRADED SECURITIES | $11,396,889 | $5,937,813 | $5,459,076 | $5,459,076 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,102,219 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $87,468 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $87,468 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $87,468 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2,531 | EsPenaltyAmt |
| Tax Due | $59,999 | TaxDueAmt |
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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123722515 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 667 MADISON AVENUE 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MORRIS MARK | |||||||||
| C/O MARK ASSET MANAGEMENT 667 | MADISON AVENUE 9TH FLOOR | NEW YORK | NY | 10021 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| SUSAN MARK | |||||||||
| C/O MARK ASSET MANAGEMENT 667 | MADISON AVENUE 9TH FLOOR | NEW YORK | NY | 10021 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECTCHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | N/A | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $31,961,342 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,510,951 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $821,543 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,293,836 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,293,836 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $514,408 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,779,428 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,688,971 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,688,971 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $87,468 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $87,468 | TotalTaxAmt |
| Distributable Before Adj | $1,601,503 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,601,503 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,601,503 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,971,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,971,350 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,601,503 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $672,208 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $725,178 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,177,154 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $729,557 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,375,421 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,679,518 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,971,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,601,503 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $369,847 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,049,365 | 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 | $672,208 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,377,157 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $725,178 | ExcessFromYear4Amt |
| Excess From Year3 | $2,177,154 | ExcessFromYear3Amt |
| Excess From Year2 | $729,557 | ExcessFromYear2Amt |
| Excess From Year1 | $1,375,421 | ExcessFromYear1Amt |
| Excess From Current Year | $369,847 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MORRIS MARK | ContributingManagerNm |
| Contributing Manager | SUSAN MARK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | |||||||
| 545 FIFTH AVENUE | NEW YORK | NY | 10017 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $10,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 711 3RD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $10,000 |
| CHILD MIND INSTITUTE | |||||||
| 215 EAST 50TH STREET | NEW YORK | NY | 10022 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $1,000 |
| CITIZENS' COMMITTEE FOR CHILDREN OF NY | |||||||
| 14 WALL STREET 4E | NEW YORK | NY | 10005 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $250 |
| GUILD HALL OF EAST HAMPTON | |||||||
| 158 MAIN STREET | EAST HAMPTON | NY | 11937 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $10,000 |
| HORACE MANN SCHOOL | |||||||
| 231 WEST 246TH STREET | BRONX | NY | 10471 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $25,000 |
| HOSPITAL FOR SPECIAL SURGERY FUND | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $10,000 |
| ICA VISIBILITY FUND | |||||||
| 118 SOUTH 36TH STREET | PHILADELPHIA | PA | 19104 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $50,000 |
| LINCOLN CENTER FOR THE PERFORMING ARTS | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $300,000 |
| MORSELIFE FOUNDATION | |||||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $100,000 |
| NEW YORK PRESBYTERIAN FUND | |||||||
| PO BOX 156 | NEW YORK | NY | 10065 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $2,000 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $10,000 |
| NYU LANGONE HEALTH SYSTEM | |||||||
| 550 1ST AVENUE | NEW YORK | NY | 10016 | NONE | SO II | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $1,025,000 |
| PARK AVENUE SYNAGOGUE | |||||||
| 50 EAST 87TH STREET | NEW YORK | NY | 10128 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $159,400 |
| PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $20,000 |
| SELFHELP COMMUNITY SERVICES | |||||||
| 520 EIGHTH AVENUE | NEW YORK | NY | 10018 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $2,500 |
| SOUTHAMPTON HOSPITAL FOUNDATION | |||||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $50,000 |
| THE JEWISH MUSEUM | |||||||
| 1109 5TH AVENUE EAST 92ND STREET | NEW YORK | NY | 10128 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $10,000 |
| THE SOCIETY OF THE FOUR ARTS | |||||||
| 100 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $25,000 |
| UJA FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $141,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,961,150 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,087 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $154,349 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,885,642 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,409 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,119,487 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,119,487 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| SUSAN MARK | |||||||
| 1 | C/O MARK ASSET MANAGEMENT 667 MADIS | NEW YORK | NY | 10021 | $3,997,495 | Yes (X) | |
| MARK 2017 CLAT | |||||||
| 2 | C/O MARK ASSET MANAGEMENT 667 MADIS | NEW YORK | NY | 10021 | $400,600 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (10 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 656 SHARES OF ALPHABET INC-CL A (GOOGL) | $107,692 | 2024-09-27 |
| 1 | 942 SHARES OF AMAZON COM INC (AMZN) | $178,151 | 2024-09-27 |
| 1 | 1,397 SHARES OF APPLE INC (AAPL) | $319,089 | 2024-09-27 |
| 1 | 691 SHARES OF GE AEROSPACE (GE) | $127,600 | 2024-09-27 |
| 1 | 723 SHARES OF META PLATFORMS INC (META) | $341,740 | 2024-09-27 |
| 1 | 304 SHARES OF NETFLIX INC (NFLX) | $214,618 | 2024-09-27 |
| 1 | 2,282 SHARES OF NVIDIA CORPORATION (NVDA) | $1,112,635 | 2023-12-21 |
| 1 | 12,135 SHARES OF NVIDIA CORPORATION (NVDA) | $1,476,162 | 2024-09-27 |
| 1 | 300 SHARES OF TAKE-TWO INTERACTIVE SOFTWA (TTWO) | $45,902 | 2024-09-27 |
| 1 | 776 SHARES OF WYNN RESORTS (WYNN) | $73,906 | 2024-09-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $18,900 | Amt |
| Net Investment Income | $9,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,450 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC-CL A | $256,409 | $943,755 |
| ALPHABET INC-CL C | $18,999 | $35,121 |
| AMAZON.COM INC | $1,014,690 | $1,939,614 |
| AMERICAN TOWER | $81,944 | $121,011 |
| APOLLO GLOBAL MANAGEMENT LLC | $320,786 | $504,086 |
| APPLE COMPUTER INC | $1,341,644 | $2,770,116 |
| ARISTA NETWORKS INC | $494,296 | $935,821 |
| ARM HOLDINGS PLC | $944,484 | $1,460,001 |
| ASML HOLDINGS | $248,993 | $252,672 |
| ASTERA LABS INC | $276,351 | $284,144 |
| BLACKSTONE GROUP LP | $338,492 | $686,395 |
| BOEING CO | $501,912 | $506,268 |
| BROADCOM INC | $127,962 | $119,290 |
| DELL TECHNOLOGIES-C | $264,290 | $265,387 |
| DISNEY WALT CO | $1,057,864 | $1,142,631 |
| DUOLINGO | $803,303 | $1,462,037 |
| FLUTTER ENTERTAINMENT PLC-DI | $1,104,240 | $1,499,589 |
| GE AEROSPACE | $216,780 | $519,885 |
| GE VERNOVA LLC | $389,544 | $688,287 |
| INTUITIVE SURGICAL INC | $529,728 | $737,662 |
| MARTIN MARIETTA MATERIALS | $81,730 | $246,000 |
| META PLATFORMS-A | $598,718 | $1,509,313 |
| MGM RESORTS INTERNATIONAL | $869,637 | $1,045,225 |
| MICROSOFT CORPORATION | $1,541,578 | $2,846,075 |
| NETFLIX, INC. | $271,898 | $415,027 |
| NVIDIA CORPORATION | $1,710,637 | $10,012,756 |
| ORACLE SYSTEMS CORP | $730,028 | $953,775 |
| PARAMOUNT GLOBAL | $530,818 | $491,701 |
| PARAMOUNT GLOBAL - CLASS A | $158,135 | $170,177 |
| PJT PARTNERS INC - A | $1,904 | $7,196 |
| RTX CORP | $976,311 | $1,133,872 |
| SIMON PROPERTY GROUP INC | $199,917 | $380,236 |
| SOFI TECHNOLOGIES INC | $199,767 | $438,409 |
| SPOTIFY TECHNOLOGY SA | $433,282 | $491,268 |
| TAKE TWO INTERACTIVE SOFTWARE INC | $733,723 | $988,053 |
| TESLA MOTORS INC | $348,581 | $498,756 |
| WELLS FARGO & CO | $762,311 | $971,625 |
| WYNN RESORTS, LIMITED | $84,043 | $86,830 |
| ZILLOW GROUP INC - A | $370,080 | $412,623 |
| ZILLOW GROUP INC - C | $67,287 | $78,103 |
| ZSCALER INC | $415,556 | $517,094 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BARON USA PARTNERS FUND, LTD | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $200,000 | BookValueAmt |
| EOYFMV | $1,046,715 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT ON DONATED SECURITIES | Desc |
| Amt | $1,100,086 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEE | $259 | $259 | $0 |
| BANK FEES | $900 | $900 | $0 |
| NEW YORK STATE FILING FEE | $750 | $0 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION PROCEEDS | Desc |
| Revenue And Expenses Per Books | $1,409 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,409 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,409 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODY FEES | CategoryTxt |
| Amt | $32,347 | Amt |
| Net Investment Income | $32,347 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX PAID | $43,896 | $0 | $0 |
| FOREIGN TAX PAID | $433 | $433 | $0 |