MARGOT MARSH BIODIVERSITY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARGOT MARSH BIODIVERSITY FOUNDATION (EIN 33-0683174)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-22
- IRS object ID
- 202541129349100429
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-22T17:21:11-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 NOBSKA CAPITAL MGMT | 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 | 1 ROCKEFELLER PLAZA 7TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | 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 | 2025-03-26 | 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 | DAVID W CORTNEY | PreparerPersonNm |
| PTIN | P00237024 | PTIN |
| Phone | 8585974100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $3,135,631 | 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 | $73,682 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,682 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $284,486 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,107,278 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $284,486 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $847 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $359,015 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $358,168 | 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 | $3,355 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,678 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,678 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,039 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,039 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $75 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $68 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,760 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $876 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,884 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $110,229 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,601 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $81,630 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $503,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $503,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $613,929 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,601 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $585,330 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$254,914 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $329,567 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $47,334 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,436 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,436 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $962,521 | CorporateStockBOYAmt |
| Corporate Stock EOY | $673,334 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $664,891 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,081,340 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,158,511 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,466,304 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,091,195 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,836,281 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,135,631 | 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 | $2,091,195 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,836,281 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,091,195 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,836,281 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,091,195 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,836,281 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,091,195 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$254,914 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,836,281 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,836,281 | 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 | 2024-01-01 | 2024-12-31 | $126,451 | $99,468 | $26,983 | $26,983 |
| PUBLICLY TRADED SECURITIES | P | 2023-01-01 | 2024-12-31 | $980,823 | $723,324 | $257,499 | $257,499 |
| PUBLICLY TRADED SECURITIES | P | 2023-01-01 | 2024-12-31 | $4 | $4 | $4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $284,486 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,581 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,581 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,581 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,548 | 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 | $3,548 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,033 | 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 | 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 | 1 ROCKEFELLER PLAZA 7TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | 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 | ||||||||
| 1 ROCKEFELLER PLAZA 7TH FLOOR | 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 | ||||||||
| 1 ROCKEFELLER PLAZA 7TH FLOOR | NEW YORK | NY | 10020 | VP & CFP | 1.00 | $10,000 | $0 | $0 |
| WILLIAM KONSTANT | ||||||||
| 1 ROCKEFELLER PLAZA 7TH FLOOR | NEW YORK | NY | 10020 | DIRECTOR | 5.00 | $40,000 | $0 | $0 |
| KENNETH GLADNER | ||||||||
| 1 ROCKEFELLER PLAZA 7TH FLOOR | NEW YORK | NY | 10020 | DIRECTOR | 1.00 | $5,000 | $0 | $0 |
| THAYNE MAYNARD | ||||||||
| 1 ROCKEFELLER PLAZA 7TH FLOOR | 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 | $3,245,327 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $103,712 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,349,039 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,349,039 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,236 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,298,803 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $164,940 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $164,940 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,581 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,581 | TotalTaxAmt |
| Distributable Before Adj | $160,359 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $160,359 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $160,359 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $585,330 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $585,330 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $160,359 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $400,175 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $536,051 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $387,788 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $401,133 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $362,113 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,087,260 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $585,330 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $160,359 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $424,971 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,512,231 | 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 | $400,175 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,112,056 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $536,051 | ExcessFromYear4Amt |
| Excess From Year3 | $387,788 | ExcessFromYear3Amt |
| Excess From Year2 | $401,133 | ExcessFromYear2Amt |
| Excess From Year1 | $362,113 | ExcessFromYear1Amt |
| Excess From Current Year | $424,971 | 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 | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| FAUNA & FLORA INTERNATIONAL | ||||||||||
| 1720 N STREET NW FOURTH FLOOR | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | CONSERVATION OF MYANMARS ENDEMIC, CRITICALLY ENDANGERED POPA LANGUR (TRACHYPITHECUS POPA) MYANMAR, PHASE I | $18,000 | |||
| FRIENDS OF BONOBOS | ||||||||||
| PO BOX 2652 | DURHAM | NC | 27715 | N/A | PUBLIC CHARITY | MONITORING REWILDED BONOBOS AT EKOLO YA BONOBO COMMUNITY RESERVE | $24,000 | |||
| GORILLA REHABILITATION AND CONSERVATION EDUCATION | ||||||||||
| P O BOX 504 | NIWOT | CO | 80544 | N/A | PUBLIC CHARITY | USALA CONSERVATION CORRIDOR TO PROTECT GRAUER'S GORILLA (GORILLA BERINGEI GRAUERI), NORTH KIVU, DR | $25,000 | |||
| INTERNATIONAL PRIMATOLOGICAL SOCIETY | ||||||||||
| UNIVERSITY OF WISCONSIN MILWAUKEE | MILWAUKEE | WI | 53201 | N/A | PUBLIC CHARITY | PRIMATE CONSERVATION: THE BASICS & BEYOND THE PRE-CONGRESS TRAINING PROGRAM OF THE INTERNATIONAL PRIMATOLOGICAL SOCIETY | $25,000 | SABIN HALL 125B PO BOX 413 | ||
| NEW NATURE FOUNDATION | ||||||||||
| 5308 WOODBINE AVENUE | PHILADELPHIA | PA | 19131 | N/A | PUBLIC CHARITY | INCREASING COMMUNITY CONSERVATION IMPACT FOR THE LONG-TERM PRESERVATION OF UGANDA'S KIBALE NATIONAL PARK FOR ASHY RED COLOBUS, EASTERN CHIMPANZEES AND 10 ADDITIONAL PRIMATE SPECIES | $25,000 | |||
| REWILD | ||||||||||
| P O BOX 129 | AUSTIN | TX | 78767 | N/A | PUBLIC CHARITY | 2024 PRIMATE ACTION FUND | $150,000 | |||
| REWILD | ||||||||||
| P O BOX 129 | AUSTIN | TX | 78767 | N/A | PUBLIC CHARITY | CONSERVATION OF HECKS MACAQUE (MACACA HECKI) AND JATNAS TARSIER (TARSIUS SUPRIATNAI) AT THE NANTU FOREST, SULAWESI, INDONESIA | $25,000 | |||
| REWILD | ||||||||||
| P O BOX 129 | AUSTIN | TX | 78767 | N/A | PUBLIC CHARITY | THIRD CONGRESS OF THE AFRICAN PRIMATOLOGICAL SOCIETY | $25,000 | |||
| 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 38 (2024) | $11,200 | |||
| WILD EARTH ALLIES | ||||||||||
| 2 WISCONSIN CIRCLE SUITE 900 | CHEVY CHASE | MD | 20815 | N/A | PUBLIC CHARITY | CONSERVATION OF GRAUERS GORILLA (GORILLA BERINGEI GRAUERI) IN DEMOCRATIC REPUBLIC OF THE CONGO | $25,000 | |||
| THE KASIISI PROJECT | ||||||||||
| PO BOX 204 | YARMOUTH | ME | 04096 | N/A | PUBLIC CHARITY | HANDWASHING CAMPAIGNS TO REDUCE HUMAN-TO-CHIMPANZEE (PAN TROGLODYTES SCHWEINFURTHI) RESPIRATORY INFECTIONS IN KIBALE NATL PARK, W. UGANDA | $14,500 | |||
| LINCOLN PARK ZOO | ||||||||||
| 2001 NORTH CLARK STREET | CHICAGO | IL | 60614 | N/A | PUBLIC CHARITY | CONSERVATION OF WESTERN LOWLAND GORILLAS (GORILLA GORILLA GORILLA) AND CENTRAL CHIMPANZEES (PAN TROGLODYTES TROGLODYTES) IN THE CONGO BASIN | $20,000 | |||
| GRACE | ||||||||||
| P O BOX 504 | NIWOT | NC | 80544 | N/A | PUBLIC CHARITY | USALA CONSERVATION CORRIDOR TO PROTECT GRAUERS GORILLAS (GORILLA BERINGEI GRAUERI), NORTH KIVU, DR CONGO | $25,000 | |||
| CORNELL UNIVERSITY | ||||||||||
| 159 SAPSUCKER WOODS ROAD | ITHACA | NY | 14850 | N/A | PUBLIC CHARITY | ACOUSTIC MONITORING OF ILLEGAL GUN-HUNTING TO DECREASE PRIMATE AND ELEPHANT POACHING IN THE DZANGHA-SANGHA PROTECTED AREAS, CENTRAL AFRICAN REPUBLIC | $11,000 | |||
| CONSERVATION IMPACT | ||||||||||
| 29857 CARRIAGE LOOP DRIVE | EVERGREEN | CO | 80439 | N/A | PUBLIC CHARITY | IMPROVED MONITORING OF CRITICALLY ENDANGERED TONKIN SNUB-NOSED MONKEYS | $10,000 | |||
| CINCINNATI ZOO AND BOTANICAL GARDENS | ||||||||||
| 3400 VINE S | CINCINNATI | OH | 45220 | N/A | PUBLIC CHARITY | INDIGENOUS COMMUNITIES PERSPECTIVES IN CONGO CONSERVATION, WILDLIFE AND WELLBEING | $25,000 | |||
| BIODIVERSITY GROUP | ||||||||||
| N/A | PUBLIC CHARITY | CONSERVATION OF GLOBALLY THREATENED PHAYRES LANGUR, TRACHYPITHECUS PHAYREI, AND CAPPED LANGUR, T. PILEATUS, IN BANGLADESH | $20,000 | 37077 GOETTINGEN | GM | |||||
| UNIVERSITY OF GEORGIA | ||||||||||
| 355 JACKSON STREET | ATHENS | GA | 30602 | N/A | COMPARATIVE STUDY OF RESILIENCE AND ADAPTIVE PLASTICITY TO ANTHROPOGENIC HABITAT CHANGE OF THE SYMPATRIC PURPLE-FACED LANGUR, SEMNOPITHECUS VETULUS, AND GREY LANGUR, SEMNOPITHECUS PRIAM, IN THE DRY ZONE OF SRI LANKA | $15,000 | ||||
| PAN AFRICAN SANCTUARY ALLIANCE | ||||||||||
| 9450 SW GEMINI DRIVE SUITE 59741 | BEAVERTON | OR | 97008 | N/A | PROTECTING ENDANGERED CHIMPANZEES (PAN TROGLODYTES SCHWEINFURTHII) THROUGH HUMAN-CHIMPANZEE CONFLICT REDUCTION IN KAGADI DISTRICT, UGANDA | $10,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $503,700 | 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 | $73,682 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $284,486 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTION | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $847 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $359,015 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $359,015 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $3,355 | Amt |
| Net Investment Income | $1,678 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,678 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | DETAILS AVAILABLE UPON REQUEST | StockNm |
| EOY Book Value | $673,334 | EOYBookValueAmt |
| EOYFMV | $664,891 | EOYFMVAmt |
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 | $980,668 | $2,295,101 |
| DETAILS AVAILABLE UPON REQUEST | AT COST | $132,866 | $125,350 |
| DETAILS AVAILABLE UPON REQUEST | AT COST | $44,977 | $45,853 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $847 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $847 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $18,039 | Amt |
| Net Investment Income | $18,039 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE TAXES | CategoryTxt |
| Amt | $75 | Amt |
| Net Investment Income | $8 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $68 | DisbursementsCharitablePrpsAmt |