MARGOT MARSH BIODIVERSITY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARGOT MARSH BIODIVERSITY FOUNDATION (EIN 33-0683174)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-28
- IRS object ID
- 202411809349100211
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-28T12:15:33-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3655 NOBEL DRIVE SUITE 300 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330683174 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARGOT MARSH BIODIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O INGALLS & SNYDER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARG | BusinessNameControlTxt |
| Phone | 2122697818 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1325 AVENUE OF THE AMERICAS 18TH F | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H WILLIAMSON GHRISKEY JR | PersonNm |
| Person Title | VP & CFP | PersonTitleTxt |
| Phone | 2122697818 | PhoneNum |
| Signature | 2024-06-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | H | PersonFirstNm |
| Person Last | WILLIAMSON GHRISKEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID W CORTNEY | PreparerPersonNm |
| PTIN | P00237024 | PTIN |
| Phone | 8585974100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,300,646 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $81,080 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $81,080 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $163,701 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $788,257 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $163,701 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,488 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $246,269 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $244,781 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $80,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $72,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,525 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,525 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,740 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,740 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,358 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,450 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $545 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,905 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $213 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $213 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $114,811 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,816 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $78,643 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $444,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $444,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $559,411 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,816 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $523,243 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$313,142 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $210,965 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $44,005 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,334 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,334 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,249,878 | CorporateStockBOYAmt |
| Corporate Stock EOY | $962,521 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,142,958 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,110,454 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,081,340 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,110,354 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,404,337 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,091,195 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,300,646 | 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 | $2,404,337 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,091,195 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,404,337 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,091,195 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,404,337 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,091,195 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,404,337 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$313,142 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,091,195 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,091,195 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2022-01-01 | 2023-12-31 | $228,013 | $223,622 | $4,391 | $4,391 |
| PUBLICLY TRADED SECURITIES | P | 2023-01-01 | 2023-12-31 | $560,235 | $400,934 | $159,301 | $159,301 |
| PUBLICLY TRADED SECURITIES | P | 2022-01-01 | 2023-12-31 | $9 | $9 | $9 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $163,701 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,932 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,932 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,932 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,480 | 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 | $6,480 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,548 | OverpaymentAmt |
| Applied To ES Tax | $3,548 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 | WWW.GUIDESTAR.ORG | WebsiteAddressTxt |
| Individual With Books | H WILLIAMSON GHRISKEY JR | IndividualWithBooksNm |
| Phone | 2122697818 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1325 AVENUE OF THE AMERICAS 18TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RUSSELL MITTERMEIER | ||||||||
| 1325 AVENUE OF THE AMERICAS 18TH FL | NEW YORK | NY | 10020 | PRESIDENT | 1.00 | $10,000 | $0 | $0 |
| RICK BARONGI | ||||||||
| 1200 PROSPECT STREET SUITE 575 | LA JOLLA | CA | 92037 | SECRETARY | 1.00 | $10,000 | $0 | $0 |
| H WILLIAMSON GHRISKEY JR | ||||||||
| 1325 AVENUE OF THE AMERICAS 18TH FL | NEW YORK | NY | 10020 | VP & CFP | 1.00 | $10,000 | $0 | $0 |
| WILLIAM KONSTANT | ||||||||
| 1325 AVENUE OF THE AMERICAS 18TH FL | NEW YORK | NY | 10020 | DIRECTOR | 5.00 | $40,000 | $0 | $0 |
| KENNETH GLADNER | ||||||||
| 1325 AVENUE OF THE AMERICAS 18TH FL | NEW YORK | NY | 10020 | DIRECTOR | 1.00 | $5,000 | $0 | $0 |
| THAYNE MAYNARD | ||||||||
| 1325 AVENUE OF THE AMERICAS 18TH FL | NEW YORK | NY | 10020 | DIRECTOR | 1.00 | $5,000 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,241,860 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $89,339 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,331,199 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,331,199 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,968 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,281,231 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $164,062 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $164,062 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,932 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,932 | TotalTaxAmt |
| Distributable Before Adj | $161,130 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $161,130 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $161,130 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $523,243 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $523,243 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $161,130 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $374,754 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $400,175 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $536,051 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $387,788 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $401,133 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,099,901 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $523,243 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $161,130 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $362,113 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,462,014 | 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 | $374,754 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,087,260 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $400,175 | ExcessFromYear4Amt |
| Excess From Year3 | $536,051 | ExcessFromYear3Amt |
| Excess From Year2 | $387,788 | ExcessFromYear2Amt |
| Excess From Year1 | $401,133 | ExcessFromYear1Amt |
| Excess From Current Year | $362,113 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILD EARTH ALLIES | ||||||||||||
| 2 WISCONSIN CIRCLE SUITE 900 | CHEVY CHASE | MD | 20815 | N/A | PUBLIC CHARITY | CONSERVATION OF GRAUER'S GORILLA (GORILLA BERINGEI GRAUERI) IN DEMOCRATIC REPUBLIC OF CONGO | $25,000 | |||||
| REWILD | ||||||||||||
| P O BOX 129 | AUSTIN | TX | 78767 | N/A | PUBLIC CHARITY | EMERGENCY CONSERVATION OF DELACOUR'S LANGUR IN HUONG SUN SPECIAL-USE FORESTS, NORTHERN VIETNAM | $15,000 | |||||
| REWILD | ||||||||||||
| P O BOX 129 | AUSTIN | TX | 78767 | N/A | PUBLIC CHARITY | SUPPORT FOR THE PUBLICATION OF THE IUCN SSC PRIMATE SPECIALIST GROUP JOURNAL PRIMATE CONSERVATION. PRINTING OF ISSUE 36 (2022) | $400 | |||||
| REWILD | ||||||||||||
| P O BOX 129 | AUSTIN | TX | 78767 | N/A | PUBLIC CHARITY | PRIMATE ACTION FUND: 2023-2024 | $150,000 | |||||
| REWILD | ||||||||||||
| P O BOX 129 | AUSTIN | TX | 78767 | N/A | PUBLIC CHARITY | SUSTAINING THE ISE FOREST CONSERVATION AREA TO SAVE THE CHIMPANZEE POPULATION IN EKITI STATE, SOUTHWESTERN NIGERIA | $11,200 | |||||
| NEW NATURE FOUNDATION | ||||||||||||
| 5308 WOODBINE AVENUE | PHILADELPHIA | PA | 19131 | N/A | PUBLIC CHARITY | FILM PRODUCTION FOR GRASS-ROOTS REPLICATION OF SUCCESSFUL COMMUNITY CONSERVATIONOF THE THREATENED PRIMATES OF KIBALE NATIONAL PARK | $15,000 | |||||
| GORILLA REHABILITATION AND CONSERVATION EDUCATION | ||||||||||||
| P O BOX 504 | NIWOT | CO | 80544 | N/A | PUBLIC CHARITY | ESTABLISHING RESERVE DES GORILLES D'USALA CONSERVATION CORRIDOR TO PROTECT GRAUER'S GORILLAS, NORTH KIVU, DRC | $20,000 | |||||
| GORILLA REHABILITATION AND CONSERVATION EDUCATION | ||||||||||||
| P O BOX 504 | NIWOT | CO | 80544 | N/A | PUBLIC CHARITY | CONSERVATION CORRIDOR TO PROTECT GRAUER'S GORILLAS (GORILLA BERINGEI GRAUERI), NORTH KIVU, DRC | $25,000 | |||||
| FRIENDS OF BONOBOS | ||||||||||||
| PO BOX 2652 | DURHAM | NC | 27715 | N/A | PUBLIC CHARITY | THIRD REINTRODUCTION OF BONOBOS, PAN PANISCUS, AT EKOLO YA BONOBO COMMUNITY RESERVE, DRC | $23,000 | |||||
| FAUNA & FLORA INTERNATIONAL | ||||||||||||
| 1720 N STREET NW FOURTH FLOOR | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | SECURING THE FUTURE OF DELACOUR'S LANGUR IN KIM BANG DISTRICT, VIETNAM | $20,000 | |||||
| FAUNA & FLORA INTERNATIONAL | ||||||||||||
| 1720 N STREET NW FOURTH FLOOR | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | COMMUNITY-BASED CONSERVATION OF THE MYANMAR SNUB-NOSED MONKEY (RHINOPITHECUS STRYKERI), MYANMAR | $18,000 | |||||
| INTERNATIONAL PRIMATOLOGICAL SOCIETY | ||||||||||||
| UNIVERSITY OF WISCONSIN MILWAUKEE | MILWAUKEE | WI | 53201 | PUBLIC CHARITY | PRIMATE CONSERVATION: THE BASICS & BEYOND; THE PRE-CONGRESS TRAINING PROGRAM OF THE INTERNATIONAL PRIMATOLOGICAL SOCIETY | $15,000 | SABIN HALL 125B PO BOX 413 | |||||
| DUKE UNIVERSITY | ||||||||||||
| 3705 ERWIN ROAD | DURHAM | NC | 27705 | PUBLIC CHARITY | DEVELOPING COLLABORATIVE CONSERVATION PRACTICES FOR CRITICALLY ENDANGERED LEMUR SPECIES AT PARC IVOLOINA, MADAGASCAR | $18,000 | ||||||
| NORTH CAROLINA ZOO | ||||||||||||
| 4401 ZOO PARKWAY | ASHEBORO | NC | 27205 | PUBLIC CHARITY | LEARNING BEST PRACTICES/RED COLOBUS (PILIOCOLOBUS) CONSERVATION ED: TRAVEL SUPPORT/AFRICAN NATIONALS TO ATTEND CONSERVATION ED WORKSHOP/ICCB 2023 IN RWANDA | $16,000 | ||||||
| UNIVERSITY OF OREGON | ||||||||||||
| 1218 UNIVERSITY OF OREGON | EUGENE | OR | 97403 | PUBLIC CHARITY | DETERMINATION OF SPECIES IDENTITY FOR RED COLOBUS MONKEYS IN THE EASTERN DEMOCRATIC REPUBLIC OF CONGO | $18,000 | ||||||
| JATNA SUPRIATNA | ||||||||||||
| N/A | 2023 MARGOT MARSH FOUNDATION SPECIAL AWARD | $10,000 | 16424 KAMPUS UI DEPOK | DEPOK | JAWA BARAT | ID | ||||||
| SEACOLOGY | ||||||||||||
| 1623 SOLANO AVENUE | BERKLEY | CA | 94707 | PUBLIC CHARITY | PROTECTING THE MANGROVES IN MEDAN MAS, BORNEO THAT PROVIDE A CRITICAL HOME TO PROBOSCIS MONKEYS | $10,000 | ||||||
| THE KASIISI PROJECT | ||||||||||||
| PO BOX 204 | YARMOUTH | ME | 04096 | PUBLIC CHARITY | REDUCING HUMAN-TO-CHIMPANZEE (PAN TROGLODYTES SCHWEINFURTHII) RESPIRATORY INFECTIONS THROUGH HYGIENE CAMPAIGNS IN AND AROUND KIBALE NATIONAL PARK, WESTERN UGANDA | $15,000 | ||||||
| PRINCETON UNIVERSITY | ||||||||||||
| 214 AARON BURR HALL | PRINCETON | NJ | 08544 | PUBLIC CHARITY | POPULATION VIABILITY ANALYSIS FOR THE LONG-TAILED MACAQUE (MACACA FASCICULARIS) IN SOUTHEAST ASIA BY THE IUCN CPSG COLLABORATION WITH THE LTM PROJECT | $20,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $444,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81,080 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $163,701 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd |
|---|---|---|
| NON-DIVIDEND DISTRIBUTION | $942 | 14 |
| SECURITIES SETTLEMENTS | $546 | 14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,488 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $81,080 | ExclusionAmt |
| Related Or Exempt Function Incm | $163,701 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $246,269 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | RECIPIENTS REFUNDING AMOUNTS TREATED AS DISTRIBUTIONS IN PRIOR YEARS REFUND OF LEGAL FEES TREATED AS EXPENSES IN PRIOR YEARS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $3,050 | Amt |
| Net Investment Income | $1,525 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,525 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO CODE SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE MARGOT MARSH BIODIVERSITY FOUNDATION, ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS COMING FROM CORPUS. | ElectionDesc |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO CODE SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE MARGOT MARSH BIODIVERSITY FOUNDATION, ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS COMING FROM CORPUS.__________________________________ _____________________H. WILLIAM GHRISKEY, JR., VP & CFP DATE | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DETAILS AVAILABLE UPON REQUEST | $941,521 | $2,121,958 |
| DETAILS AVAILABLE UPON REQUEST | $21,000 | $21,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DETAILS AVAILABLE UPON REQUEST | AT COST | $905,582 | $941,021 |
| DETAILS AVAILABLE UPON REQUEST | AT COST | $132,866 | $126,541 |
| DETAILS AVAILABLE UPON REQUEST | AT COST | $42,892 | $42,792 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRINTING & REPRODUCTION | Desc |
| Revenue And Expenses Per Books | $213 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $213 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| NON-DIVIDEND DISTRIBUTION | $942 | $942 | |
| SECURITIES SETTLEMENTS | $546 | $546 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $23,740 | Amt |
| Net Investment Income | $23,740 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $120 | $0 | $0 |
| FEDERAL TAXES | $2,232 | $0 | $0 |
| FOREIGN TAXES | $6 | $6 | $0 |