MARGOT MARSH BIODIVERSITY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MARGOT MARSH BIODIVERSITY FOUNDATION (EIN 33-0683174)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-09
- IRS object ID
- 202321609349100622
- Schema version
- 2022v5.0
- 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 | 2023-06-09T15:52:28-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 US LLP | 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 | 2022-01-01 | 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 FIRST REPUBLIC INVESTMENT MANAGEMENT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARG | BusinessNameControlTxt |
| Phone | 2122595965 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1230 AVENUE OF THE AMERICAS | 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 | 2127597755 | PhoneNum |
| Signature | 2023-05-24 | 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 | 0 | 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 | 2022 | 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 | $3,333,098 | 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 | $75,105 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,105 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $426,884 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,461,634 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $426,884 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,136 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $504,125 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $501,989 | 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 | $2,915 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,458 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,458 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,920 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,917 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,892 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,407 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,407 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $128,134 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,375 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $74,865 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $511,475 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $511,475 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $639,609 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,375 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $586,340 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$135,484 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $465,614 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $230,396 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $44,005 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $44,005 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,403,015 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,249,878 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,175,485 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $906,410 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,110,454 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,113,608 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,539,821 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,404,337 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,333,098 | 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 | $2,539,821 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,404,337 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,539,821 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,404,337 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,539,821 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,404,337 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,539,821 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$135,484 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,404,337 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,404,337 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2021-01-01 | 2022-12-31 | $1,425,197 | $997,088 | $428,109 | $428,109 |
| PUBLICLY TRADED SECURITIES | 2022-01-01 | 2022-12-31 | $36,396 | $37,662 | -$1,266 | -$1,266 |
| PUBLICLY TRADED SECURITIES | 2021-01-01 | 2022-12-31 | $41 | $41 | $41 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $426,884 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,472 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,472 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,472 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,720 | 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 | $10,720 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,248 | OverpaymentAmt |
| Applied To ES Tax | $4,248 | 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 | 2122595965 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FIRST REPUBLIC 1230 AVE OF AMERICAS | AddressLine1Txt |
| Address Line2 | NYC | AddressLine2Txt |
| 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 | ||||||||
| 1230 AVENUE OF THE AMERICAS | 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 | ||||||||
| 1230 AVENUE OF THE AMERICAS | NEW YORK | NY | 10020 | VP & CFP | 1.00 | $10,000 | $0 | $0 |
| WILLIAM KONSTANT | ||||||||
| 1230 AVENUE OF THE AMERICAS | NEW YORK | NY | 10020 | DIRECTOR | 5.00 | $40,000 | $0 | $0 |
| KENNETH GLADNER | ||||||||
| 1230 AVENUE OF THE AMERICAS | NEW YORK | NY | 10020 | DIRECTOR | 1.00 | $5,000 | $0 | $0 |
| THAYNE MAYNARD | ||||||||
| 1230 AVENUE OF THE AMERICAS | 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 | $3,572,792 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $319,177 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,891,969 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,891,969 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,380 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,833,589 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $191,679 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $191,679 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,472 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,472 | TotalTaxAmt |
| Distributable Before Adj | $185,207 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $185,207 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $185,207 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $586,340 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $586,340 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $185,207 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $405,541 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $374,754 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $400,175 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $536,051 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $387,788 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,104,309 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $586,340 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $185,207 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $401,133 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,505,442 | 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 | $405,541 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,099,901 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $374,754 | ExcessFromYear4Amt |
| Excess From Year3 | $400,175 | ExcessFromYear3Amt |
| Excess From Year2 | $536,051 | ExcessFromYear2Amt |
| Excess From Year1 | $387,788 | ExcessFromYear1Amt |
| Excess From Current Year | $401,133 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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) | $10,000 |
| REWILD | |||||||
| P O BOX 129 | AUSTIN | TX | 78767 | N/A | PUBLIC CHARITY | SUPPORT FOR THE LIST OF THE WORLD'S 25 MOST ENDANGERED PRIMATES | $25,000 |
| NEW NATURE FOUNDATION | |||||||
| 5308 WOODBINE AVENUE | PHILADELPHIA | PA | 19131 | N/A | PUBLIC CHARITY | EVOLVING COMMUNITY CONSERVATION FOR LONG-TERM PRESERVATION OF UGANDA'S KIBALE NATIONAL PARK FOR ENDANGERED ASHY RED COLOBUS, EASTERN CHIMPANZEE AND TEN ADDITIONAL PRIMATE SPECIES AND TEN ADDITIONAL PRIMATE SPECIES. | $20,000 |
| CONSERVATION IMPACT | |||||||
| 29857 CARRIAGE LOOP DRIVE | EVERGREEN | CO | 80439 | N/A | PUBLIC CHARITY | SUSTAINABLE CONSERVATION OF CRITICALLY ENDANGERED TONKIN SNUB-NOSED MONKEYS | $15,000 |
| CINCINNATI ZOO AND BOTANICAL GARDENS | |||||||
| 3400 VINE STREET | CINCINNATI | OH | 45220 | N/A | PUBLIC CHARITY | KNOWLEDGE, ATTITUDES AND PRACTICES TOWARDS A HOLISTIC APPROACH TO CONSERVATION IN LOGGING CONCESSIONS | $25,000 |
| KENNETH GLANDER | |||||||
| 2709 SPENCER STREET | DURHAM | NC | 27705 | BOARD MEMBER | PUBLIC CHARITY | SPECIAL AWARD FROM MARGOT MARSH FOUNDATION | $10,000 |
| CONSERVATION INTERNATIONAL | |||||||
| 2011 CRYSTAL DRIVE SUITE 600 | ARLINGTON | VA | 92202 | N/A | PUBLIC CHARITY | CONSERVATION OF PENNANT'S RED COLOBUS AND OTHER THREATENED PRIMATES ON BIOKO ISLAND AND MAINLAND EQUATORIAL GUINEA | $20,000 |
| DIAN FOSSEY GORILLA FUND | |||||||
| 800 CHEROKEE AVENUE SE | ATLANTA | GA | 30315 | N/A | PUBLIC CHARITY | DOCUMENTATION OF GLOBALLY-THREATENED RED COLOBUS (PILIOCOLOBUS SP.) IN NKUBA CONSERVATION AREA: POTENTIAL PRESENCE OF UNIQUE, GEOGRAPHICALLY & POSSIBLY GEOGRAPHICALLY DISTINCT POPULATION. | $11,475 |
| 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 | $20,000 |
| FRIENDS OF BONOBOS | |||||||
| PO BOX 2652 | DURHAM | NC | 27715 | N/A | PUBLIC CHARITY | CONSERVATION OF BONOBOS, PAN PANISCUS, IN THE DEMOCRATIC REPUBLIC OF CONGO | $25,000 |
| GORILLA REHABILITATION AND CONSERVATION EDUCATION | |||||||
| P O BOX 504 | NIWOT | CO | 80544 | N/A | PUBLIC CHARITY | CONSERVATION AND MONITORING OF GORILLA BERINGEI GRAUERI AND BIODIVERSITY IN TAYNA NATURE RESERVE, NORTH KIVU, DR CONGO | $30,000 |
| REWILD | |||||||
| P O BOX 129 | AUSTIN | TX | 78746 | N/A | PUBLIC CHARITY | THE PRIMATE TOURISM APP: MAKING RESPONSIBLE PRIMATE TOURISM FREE AND ACCESSIBLE TO ALL | $25,000 |
| 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 | $25,000 |
| REWILD | |||||||
| P O BOX 129 | AUSTIN | TX | 78767 | N/A | PUBLIC CHARITY | PRIMATE ACTION FUND: 2022-2023 | $150,000 |
| REWILD | |||||||
| P O BOX 129 | AUSTIN | TX | 78767 | N/A | PUBLIC CHARITY | THE GREAT CALL PILOT PROJECT PROPOSAL | $15,000 |
| 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 | $20,000 |
| WESTERN WASHINGTON UNIVERSITY | |||||||
| DEPARTMENT OF BIOLOGY | BELLINGHAM | WA | 98225 | N/A | PUBLIC CHARITY | CONSERVATION OF TARSIUS SANGIRENSIS, ONE OF THE WORLD'S 25 MOST ENDANGERED PRIMATES: A CONTINUATION OF SUITE 16 -IDENTIFYING 16 OR MORE TARSIERS OF THE GENUS TARSIUS IN A CRYPTIC SPECIES COMPLEX ONCE CLASSIFIED AS A SINGLE SPECIES ON SULAWESI, WITH AN ADDED EMPHASIS ON TARSIUS SANGIRENSIS | $15,000 |
| GORILLA DOCTORS | |||||||
| PO BOX 356 | DAVIS | CA | 95617 | N/A | PUBLIC CHARITY | VOLCANOES NATIONAL PARK (RWANDA) EXPANSION WHAT ARE THE POTENTIAL HEALTH RISKS FOR ENDANGERED MOUNTAIN GORILLAS? | $10,000 |
| FAUNA & FLORA INTERNATIONAL | |||||||
| 1720 N STREET NW FOURTH FLOOR | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | ENSURING A FUTURE FOR TONKIN SNUB-NOSED MONKEY (RHINOPITHECUS AVUNCULUS) THRU IMPROVED PROTECTION AND REINTRODUCTION PLANNING IN HA GIANG PROVINCE, VIETNAM | $20,000 |
| GORILLA REHABILITATION AND CONSERVATION EDUCATION | |||||||
| P O BOX 504 | NIWOT | CO | 80544 | N/A | PUBLIC CHARITY | BUILD A COMMUNITY SHIELD TO PROTECT GRAUER'S GORILLAS (GORILLA BERINGEI GRAUERI) IN TAYNA NATURE RESERVE, CONGO | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $511,475 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REWILD | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 129 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78767 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SUPPORT FOR THE PUBLICATION OF THE IUCN SSC PRIMATE SPECIALIST GROUP JOURNAL PRIMATE CONSERVATION. PRINTING OF ISSUE 36 (2022) | GrantOrContributionPurposeTxt |
| Amt | $400 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $400 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $75,105 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $426,884 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd |
|---|---|---|
| NON-DIVIDEND DISTRIBUTION | $1,631 | 14 |
| SECURITIES SETTLEMENTS | $505 | 14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,136 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $501,989 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $504,125 | 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 | $2,915 | Amt |
| Net Investment Income | $1,458 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,458 | 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 | $1,228,878 | $2,175,485 |
| DETAILS AVAILABLE UPON REQUEST | $21,000 | $0 |
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 | $865,386 | $891,466 |
| DETAILS AVAILABLE UPON REQUEST | AT COST | $185,727 | $172,388 |
| DETAILS AVAILABLE UPON REQUEST | AT COST | $59,341 | $49,754 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRINTING & REPRODUCTION | Desc |
| Revenue And Expenses Per Books | $1,407 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,407 | 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 | $1,631 | $1,631 | |
| SECURITIES SETTLEMENTS | $505 | $505 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $26,920 | Amt |
| Net Investment Income | $26,917 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $100 | $0 | $0 |
| FEDERAL TAXES | $16,792 | $0 | $0 |