PETER R MARSH FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PETER R MARSH FOUNDATION (EIN 20-1524353)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-26
- IRS object ID
- 202402399349100265
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-26T11:03:52-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930504742 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK W OLDS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8705 SW NIMBUS AVE SUITE 230 | AddressLine1Txt |
| City | BEAVERTON | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97008 | 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 | 201524353 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER R MARSH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 3606071148 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19215 SE 34TH STREET PMB 397 106 | AddressLine1Txt |
| City | CAMAS | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98607 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETE MARSH | PersonNm |
| Person Title | DIRECTOR/PRESIDENT | PersonTitleTxt |
| Phone | 3604486096 | PhoneNum |
| Signature | 2024-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | JASON RUSSELL | PreparerPersonNm |
| PTIN | P01867644 | PTIN |
| Phone | 5032264541 | PhoneNum |
| Preparation | 2024-08-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,112,042 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,893 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,893 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7,893 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $232,160 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $232,160 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $232,160 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $4,549 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $4,549 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,244,602 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $240,053 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $244,602 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,480 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,480 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $24,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,316 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,316 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $131 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $113 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $265 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $265 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $163,612 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $163,612 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $203,304 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $113 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $193,173 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $617,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $617,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $820,804 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $113 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $810,673 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $423,798 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $240,053 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $244,489 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,275,264 | CashBOYAmt |
| Cash EOY | $1,178,384 | CashEOYAmt |
| Cash EOYFMV | $1,178,384 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,338,248 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,859,057 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,933,658 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,738 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,738 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $131 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Total Assets BOY | $9,613,643 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,037,441 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,112,042 | 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 | $9,613,643 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,037,441 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,613,643 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,037,441 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,613,643 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,037,441 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,613,643 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $423,798 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,037,441 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,037,441 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,337 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,337 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,337 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $118 | EsPenaltyAmt |
| Overpayment | $2,545 | OverpaymentAmt |
| Applied To ES Tax | $2,545 | 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 | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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 | PRMFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER MARSH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3606068413 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19215 SE 34TH STREET PMB 397 106 | AddressLine1Txt |
| City | CAMAS | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98607 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|---|
| PETER R MARSH | |||||||||
| 3307 EVERGREEN WAY SUITE 707 BOX | 390 | WASHOUGAL | WA | 98671 | FOUNDER | 0.00 | $0 | $0 | $0 |
| BARBARA JO MARSH | |||||||||
| 3307 EVERGREEN WAY SUITE 707 BOX | 390 | WASHOUGAL | WA | 98671 | FOUNDER | 0.00 | $0 | $0 | $0 |
| CINDY ROBERT | |||||||||
| 15784 SW COLYER WAY | TIGARD | OR | 97224 | SECRETARY | 0.00 | $0 | $0 | $0 | |
| JOHN UPTON | |||||||||
| 1200 NW NAITO PARKWAY SUITE 110 | PORTLAND | OR | 97209 | TREASURER | 0.00 | $0 | $0 | $0 | |
| JACK SCHWARTZ | |||||||||
| 111 SW FIFTH AVE SUITE 3400 | PORTLAND | OR | 97204 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| PATRICK FUCHS | |||||||||
| 1305 NE LAFAYETTE AVENUE | MCMINNVILLE | OR | 97128 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| MATT WETZEL | |||||||||
| 5901 SOUTH 11TH STREET | RIDGEFIELD | WA | 98642 | DIRECTOR | 0.00 | $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 | MISSION: TO SUPPORT PUBLIC SCHOOL ADMINISTRATIONS WITH CREATING AN ENHANCED LEARNING ENVIRONMENT THROUGH FOSTERING EMPATHY AND COMPASSION AMONG THEIR STUDENTS.HIGH SCHOOL SILENT SERVANT SCHOLARSHIP AWARDS: EACH YEAR THEFOUNDATION AWARDS HUNDREDS OF SCHOLARSHIPS, NATION-WIDE, TOHIGH SCHOOL STUDENTS WHO ENGAGE IN SELFLESS, VOLUNTARY SERVICE IN THEIR COMMUNITIES. THE STUDENTS ARE NOMINATED FOR THE AWARD BY A SCHOOL STAFF MEMBER AND RECOGNIZED IN A SCHOOL CEREMONY. UNLIKE SCHOLARSHIPS THAT RECOGNIZE ATHLETIC OR ACADEMIC ACHIEVEMENTS, THE SILENT SERVANT SCHOLARSHIP HONORS STUDENTS FOR BENEVOLENCE. THE PRESENTATION OF THE AWARD, COMBINED WITH THE TESTIMONY OF THE RECIPIENT, OFFERS A TEACHABLE MOMENT FOR THEIR STUDENT-PEERS TO EMBRACE THEIR EMPATHETIC AND COMPASSIONATE EXAMPLE. | Description1Txt |
| Expenses1 | $525,989 | Expenses1Amt |
| Description2 | MISSION: TO SUPPORT PUBLIC SCHOOL ADMINISTRATIONS WITH CREATING AN ENHANCED LEARNING ENVIRONMENT THROUGH FOSTERING EMPATHY AND COMPASSION AMONG THEIR STUDENTS.MIDDLE SCHOOL MUSIC PROGRAM GRANTS: THE FOUNDATION AWARDS HUNDREDS OF GRANTS EACH YEAR TO MUSIC TEACHERS IN PUBLIC MIDDLE SCHOOLS ACROSS THE U.S. THE TEACHERS DECIDE HOW BEST TO USE THEIR INDIVIDUAL GRANT FUNDS TO SUPPORT MUSIC EDUCATION IN THEIR CLASSROOMS. THE MUSIC GRANT ALSO FAMILIARIZES STUDENTS WITH THE REWARDS OF PUBIC SERVICE BY FACILITATING MUSICAL ENGAGEMENTS WITH THE SENIOR CITIZENS OF THEIR COMMUNITIES. | Description2Txt |
| Expenses2 | $235,583 | Expenses2Amt |
| Description3 | MISSION: TO SUPPORT PUBLIC SCHOOL ADMINISTRATIONS WITH CREATING AN ENHANCED LEARNING ENVIRONMENT THROUGH FOSTERING EMPATHY AND COMPASSION AMONG THEIR STUDENTS.HIGH SCHOOL PATHWAYS CLUB GRANTS: THE FOUNDATION AWARDS NUMEROUS GRANTS YEARLY, NATION-WIDE, TO FACILITATE THE CREATION, GOVERNANCE AND ACTIVITIES OF A HIGH SCHOOL STUDENT CLUB WHOSE PURPOSE IS TO INSTILL EMPATHY, COMPASSION AND SELF-WORTH IN TRAUMA-IMPACTED STUDENTS. THE CLUB ACHIEVES THIS THROUGH A BLEND OF LEADERSHIP, COMMUNITY SERVICE ACTIVITIES, PUBLIC RECOGNITIONS OF THE STUDENTS AND SERVICE AWARDS. THE FUNDS COMPENSATE A HIGH SCHOOL STAFF MEMBER FOR THEIR ROLE AS THE CLUB LEADER. | Description3Txt |
| Expenses3 | $18,206 | Expenses3Amt |
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 | $8,079,756 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,434,125 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,513,881 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,513,881 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $142,708 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,371,173 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $468,559 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $810,673 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $810,673 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2004-08-20 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $244,489 | CurrentYearAmt |
| Year1 | $40,310 | Year1Amt |
| Year2 | $57,962 | Year2Amt |
| Year3 | $52,078 | Year3Amt |
| Total | $394,839 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $207,816 | CurrentYearAmt |
| Year1 | $34,264 | Year1Amt |
| Year2 | $49,268 | Year2Amt |
| Year3 | $44,266 | Year3Amt |
| Total | $335,613 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $810,673 | CurrentYearAmt |
| Year1 | $679,631 | Year1Amt |
| Year2 | $387,321 | Year2Amt |
| Year3 | $107,934 | Year3Amt |
| Total | $1,985,559 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $810,673 | CurrentYearAmt |
| Year1 | $679,631 | Year1Amt |
| Year2 | $387,321 | Year2Amt |
| Year3 | $107,934 | Year3Amt |
| Total | $1,985,559 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $312,373 | CurrentYearAmt |
| Year1 | $236,419 | Year1Amt |
| Year2 | $172,367 | Year2Amt |
| Year3 | $67,236 | Year3Amt |
| Total | $788,395 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER R MARSH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PETER R MARSH FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19215 SE 34TH ST PMB 397-106 | AddressLine1Txt |
| City | CAMAS | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3606068413 | RecipientPhoneNum |
| Recipient Email Address | INFO@PRMFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | A PERSON WISHING TO SUBMIT A NOMINATION SHOULD CONTACT THE PETER R. MARSH FOUNDATION PROGRAM DIRECTOR AT INFO@PRMFOUNDATION.ORG AND VISIT THE FOUNDATION'S WEBSITE AT WWW.PRMFOUNDATION.ORG FOR GUIDELINES AND INSTRUCTIONS. INFORMATION ABOUT THE MIDDLE SCHOOL MUSIC GRANT PROGRAM, HIGH SCHOOL SCHOLARSHIP AWARD PROGRAM, AND HIGH SCHOOL PATHWAYS CLUB GRANT PROGRAM (NEW IN THE 2023-24 SCHOOL YEAR) IS ALSO AVAILABLE ON THE FOUNDATION WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOMINATION APPLICATIONS ARE REVIEWED MONTHLY. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GUIDELINES CAN BE FOUND AT WWW.PRMFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MUSIC PROGRAM GRANTS | ||||||
| 19215 SE 34TH ST 397-106 | CAMAS | WA | 98607 | NONE | MUSIC EDUCATION ENHANCEMENT | $417,000 |
| STUDENT AWARDS | ||||||
| 19215 SE 34TH ST 397-106 | CAMAS | WA | 98607 | NONE | IN RECOGNITION OF COMMUNITY SERVICE | $185,500 |
| PATHWAYS CLUB GRANTS | ||||||
| 19215 SE 34TH ST 397-106 | CAMAS | WA | 98607 | NONE | SUPPORT FOR HIGH SCHOOL STUDENT CLUBS | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $617,500 | 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 | $7,893 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $232,160 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Unrelated Business Taxbl Incm | $4,549 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,549 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $240,053 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $244,602 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PETER R MARSH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3307 EVERGREEN WAY STE 707 BOX 390 | AddressLine1Txt |
| City | WASHOUGAL | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98671 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $24,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $24,500 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| LAPTOP | 2017-06-29 | $704 | $704 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| DELL LAPTOP | 2017-11-29 | $531 | $531 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| MICROSOFT LAPTOP | 2017-06-29 | $704 | $704 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| DELL LAPTOP | 2017-11-29 | $531 | $531 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| MACBOOK PRO LAPTOP | 2018-04-09 | $2,268 | $2,137 | 200DB | 5.000000000000 | $131 | $0 | $113 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $8,859,057 | EOYBookValueAmt |
| EOYFMV | $8,933,658 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAPTOP | $704 | $704 | $0 |
| DELL LAPTOP | $531 | $531 | $0 |
| MICROSOFT LAPTOP | $704 | $704 | $0 |
| DELL LAPTOP | $531 | $531 | $0 |
| MACBOOK PRO LAPTOP | $2,268 | $2,268 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,480 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,480 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE | $1,936 | $0 | $0 | $1,936 |
| INSURANCE | $1,397 | $0 | $0 | $1,397 |
| AWARDS ADMINISTRATION | $160,279 | $0 | $0 | $160,279 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $4,549 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $4,549 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE FEES | CategoryTxt |
| Amt | $2,316 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,316 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |