MARK FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MARK FAMILY FOUNDATION (EIN 13-7052586)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-04-18
- IRS object ID
- 202311089349101911
- Schema version
- 2021v4.2
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-18T17:01:45-05:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 WEST 42ND STREET 19TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137052586 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARK ASSET MANAGEMENT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 2125836001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 667 MADISON AVENUE 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MORRIS MARK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2125836001 | PhoneNum |
| Signature | 2023-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MORRIS | PersonFirstNm |
| Person Last | MARK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL WEIRETER | PreparerPersonNm |
| PTIN | P00140887 | PTIN |
| Phone | 2123721000 | PhoneNum |
| Preparation | 2023-04-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,214,470 | 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 | $231,829 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,361 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,361 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $163,730 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $163,730 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,158,451 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,309,821 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $669,649 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $353 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $353 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$752,178 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $844,093 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Interest Rev And Expnss | $4,544 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4,544 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $129,773 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,930 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,137 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,137 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $157,454 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,611 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,848,560 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,848,560 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,006,014 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,611 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,849,560 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,758,192 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $814,482 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $829,940 | CashBOYAmt |
| Cash EOY | $1,035,596 | CashEOYAmt |
| Cash EOYFMV | $1,035,596 | CashEOYFMVAmt |
| Corporate Stock BOY | $18,516,658 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,257,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,527,990 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $200,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $200,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $650,884 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $19,546,598 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,492,596 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,214,470 | 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 | $19,546,598 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,492,596 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,546,598 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,492,596 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,546,598 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,492,596 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,546,598 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,758,192 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,788,406 | SubtotalAmt |
| Other Decreases | $295,810 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,492,596 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $16,507,163 | $17,718,232 | -$1,211,069 | -$1,211,069 |
| PUBLICLY TRADED SECURITIES | $4,802,658 | $2,921,940 | $1,880,718 | $1,880,718 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $669,649 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,321 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,321 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,321 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,679 | OverpaymentAmt |
| Applied To ES Tax | $15,679 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123722515 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 667 MADISON AVENUE 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MORRIS MARK | |||||||||
| C/O MARK ASSET MANAGEMENT 667 | MADISON AVENUE 9TH FLOOR | NEW YORK | NY | 10021 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| SUSAN MARK | |||||||||
| C/O MARK ASSET MANAGEMENT 667 | MADISON AVENUE 9TH FLOOR | NEW YORK | NY | 10021 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECTCHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | N/A | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,184,278 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,786,777 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,971,055 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,971,055 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $344,566 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,626,489 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,131,324 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,131,324 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,321 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,321 | TotalTaxAmt |
| Distributable Before Adj | $1,120,003 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,120,003 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,120,003 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,849,560 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,849,560 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,120,003 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $337,513 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $516,618 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $672,208 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $725,178 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,177,154 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,428,671 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,849,560 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,120,003 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $729,557 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,158,228 | 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 | $337,513 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,820,715 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $516,618 | ExcessFromYear4Amt |
| Excess From Year3 | $672,208 | ExcessFromYear3Amt |
| Excess From Year2 | $725,178 | ExcessFromYear2Amt |
| Excess From Year1 | $2,177,154 | ExcessFromYear1Amt |
| Excess From Current Year | $729,557 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MORRIS MARK | ContributingManagerNm |
| Contributing Manager | SUSAN MARK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | |||||||
| 545 FIFTH AVENUE SUITE 920 | NEW YORK | NY | 10017 | NONE | PC | GENERAL PURPOSE | $20,000 |
| CENTRAL SYNAGOGUE | |||||||
| 123 EAST 55TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL PURPOSE | $10,000 |
| GREATER EAST HAMPTON EDUCATION FOUNDATION INC | |||||||
| PO BOX 4175 | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL PURPOSE | $50,000 |
| GUILD HALL OF EAST HAMPTON INC | |||||||
| 158 MAIN STREET | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL PURPOSE | $25,000 |
| HORACE MANN SCHOOL | |||||||
| 231 WEST 246 STREET | BRONX | NY | 10471 | NONE | PC | GENERAL PURPOSE | $35,000 |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | |||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | NONE | PC | GENERAL PURPOSE | $1,000 |
| JEWISH MUSEUM | |||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PC | GENERAL PURPOSE | $10,000 |
| LINCOLN CENTER FOR THE PERFORMING ARTS INC | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | GENERAL PURPOSE | $300,000 |
| MORSELIFE FOUNDATION INC | |||||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | NONE | PC | GENERAL PURPOSE | $110,000 |
| NEW YORK-PRESBYTERIAN FUND INC | |||||||
| 525 EAST 68TH STREET BOX 156 | NEW YORK | NY | 10065 | NONE | PC | GENERAL PURPOSE | $4,000 |
| NYU LANGONE HEALTH SYSTEM | |||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | NONE | PC | DEVELOPMENT OF NEW PRECISION MEDICINE DIVISION OF THE NYU LANGONE MEDICAL CENTER | $1,000,000 |
| PARK AVENUE SYNAGOGUE | |||||||
| 50 EAST 87TH STREET | NEW YORK | NY | 10128 | NONE | PC | GENERAL PURPOSE | $63,060 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 1033 MASSACHUSETTS AVENUE SUITE 3 | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL PURPOSE | $150,000 |
| SERIOUSFUN CHILDREN'S NETWORK | |||||||
| 230 EAST AVENUE SUITE 107 | NORWALK | CT | 06855 | NONE | PC | GENERAL PURPOSE | $5,000 |
| SOUTHAMPTON HOSPITAL FOUNDATION INC | |||||||
| 240 MEETING HOUSE LANE | SOUTHHAMPTON | NY | 11968 | NONE | PC | GENERAL PURPOSE | $40,000 |
| NORTON MUSEUM OF ART INC | |||||||
| 1450 SOUTH DIXIE HIGHWAY | WEST PALM BEACH | FL | 33401 | NONE | PC | GENERAL PURPOSE | $18,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET SUITE 305 | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL PURPOSE | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,848,560 | 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 | $10,361 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $163,730 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,158,451 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $353 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$984,007 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$984,007 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK 2017 CLAT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MARK ASSET MANAGEMENT 667 MADIS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $231,829 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 638 AEROJET ROCKETDYNE HOLDINGS | $33,678 | $33,176 |
| 2,104 AIRBNB INC-CLASS A | $323,504 | $214,903 |
| 6,140 ALPHABET INC-CL A | $256,518 | $620,078 |
| 8,961 AMAZON.COM INC | $946,295 | $865,095 |
| 803 AMERICAN TOWER | $113,646 | $177,664 |
| 3,500 APOLLO GLOBAL MANAGEMENT LLC | $183,141 | $242,865 |
| 10,405 APPLE COMPUTER INC | $731,916 | $1,540,253 |
| 777 ASML HOLDINGS | $444,706 | $472,509 |
| 25,770 BANK OF AMERICA CORP | $998,009 | $975,394 |
| 1,515 BIONTECH SE-ADR | $226,390 | $253,035 |
| 5,300 BLACKSTONE GROUP LP | $599,699 | $485,109 |
| 3,123 BLOCK INC | $198,327 | $211,646 |
| 2,323 BOEING CO | $346,382 | $415,538 |
| 117 CHIPOTLE MEXICAN GRILL INC | $186,107 | $190,354 |
| 5,751 DISNEY WALT CO | $706,074 | $562,850 |
| 1,439 ELECTRONIC ARTS | $186,133 | $188,192 |
| 317 ENPHASE ENERGY INC | $81,887 | $101,627 |
| 3,042 GENERAL ELECTRIC CO | $211,476 | $261,521 |
| 862 GOLDMAN SACHS GROUP INC | $318,827 | $332,861 |
| 1,589 LAS VEGAS SANDS INC | $59,724 | $74,429 |
| 3,992 LENNAR CORP | $284,758 | $350,617 |
| 802 LIBERTY MEDIA CORP-BRAVES A | $23,706 | $26,562 |
| 802 LIBERTY MEDIA CORP-BRAVES C | $22,968 | $26,129 |
| 649 MANCHESTER UNITED PLC-CL A | $11,358 | $14,343 |
| 1,995 MARTIN MARIETTA MATERIALS | $490,531 | $731,128 |
| 2,994 META PLATFORMS-A | $350,602 | $353,591 |
| 12,617 MGM RESORTS INTERNATIONAL | $345,712 | $465,063 |
| 5,964 MICROSOFT CORPORATION | $1,129,091 | $1,521,655 |
| 583 MODERNA INC | $76,810 | $102,556 |
| 7,260 MORGAN STANLEY | $373,097 | $675,689 |
| 553 NETFLIX, INC. | $155,661 | $168,958 |
| 6,081 NEXTDOOR HOLDINGS INC | $53,490 | $13,682 |
| 6,256 NVIDIA CORPORATION | $585,877 | $1,058,703 |
| 946 ORACLE SYSTEMS CORP | $63,126 | $78,546 |
| 60 PJT PARTNERS INC - A | $2,656 | $4,621 |
| 5,150 QUALCOMM INC. | $474,320 | $651,423 |
| 2,327 ROBLOX CORP | $104,295 | $73,929 |
| 2,875 SIMON PROPERTY GROUP INC | $296,919 | $343,390 |
| 7,304 SOFI TECHNOLOGIES INC | $41,956 | $35,278 |
| 2,344 STARBUCKS CORP | $186,773 | $239,557 |
| 1,821 TAIWAN SEMI CONDUCTOR | $198,543 | $151,107 |
| 1,434 TAKE TWO INTERACTIVE SOFTWARE INC | $167,284 | $151,559 |
| 5,872 TESLA MOTORS INC | $598,094 | $1,143,278 |
| 2,705 TOLL BROTHERS INC | $128,658 | $129,597 |
| 11,944 UBER TECHNOLOGIES INC | $366,365 | $348,048 |
| 1,905 WELLS FARGO & CO | $85,973 | $91,345 |
| 8,212 WYNN RESORTS, LIMITED | $564,435 | $687,016 |
| 5,032 ZSCALER INC | $921,503 | $671,521 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BARON USA PARTNERS FUND, LTD | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $200,000 | BookValueAmt |
| EOYFMV | $650,884 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT ON DONATED SECURITIES | Desc |
| Amt | $295,810 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEE | $76 | $76 | $0 |
| CUSTODY AND BANK FEE | $22,061 | $22,061 | $0 |
| NEW YORK STATE FILING FEE | $1,000 | $0 | $1,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $353 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $353 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $353 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX PAID | $126,843 | $0 | $0 |
| FOREIGN TAX PAID | $2,930 | $2,930 | $0 |