YVONNE AND MICHAEL MARSH FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- YVONNE AND MICHAEL MARSH FAMILY FOUNDATION (EIN 22-6919366)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349108228
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T17:23:16-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 JFK BLVD 20TH FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226919366 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YVONNE & MICHAEL MARSH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YVON | BusinessNameControlTxt |
| Phone | 2155454800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 JFK BLVD 20TH FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YVONNE MARSH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2155454800 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | YVONNE | PersonFirstNm |
| Person Last | MARSH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WESLEY S CASCONE | PreparerPersonNm |
| PTIN | P00967974 | PTIN |
| Phone | 2155454800 | PhoneNum |
| Preparation | 2022-11-15 | 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 | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,745,297 | 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 | $425,843 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $69,843 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,843 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,173 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $204,561 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,173 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $509,867 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $84,024 | 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 |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,925 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,858 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $68 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,925 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,358 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,568 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $427,395 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $427,395 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $445,320 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,358 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $428,963 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $64,547 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,666 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $301,106 | CashBOYAmt |
| Cash EOY | $66,682 | CashEOYAmt |
| Cash EOYFMV | $66,682 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,556,605 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,658,989 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,677,569 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,046 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,046 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,046 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,858,757 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,726,717 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,745,297 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $40,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $27,685 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $40,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,685 | 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 | $1,818,757 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,699,032 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,818,757 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,699,032 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,858,757 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,726,717 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,818,757 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $64,547 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,883,304 | SubtotalAmt |
| Other Decreases | $184,272 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,699,032 | 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 | $1,335 | $1,325 | $10 | $10 |
| PUBLICLY TRADED SECURITIES | $203,226 | $189,063 | $14,163 | $14,163 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,173 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,010 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,010 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,010 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,263 | 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 | $5,263 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,253 | OverpaymentAmt |
| Applied To ES Tax | $4,253 | 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 |
| Individual With Books | CITRIN COOPERMAN ADVISORS LLC | IndividualWithBooksNm |
| Phone | 2155454800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 JFK BLVD 20TH FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | 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 | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| YVONNE V MARSH | ||||||||
| 101 CENTRAL PARK WEST APT 18B | NEW YORK | NY | 10023 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| MICHAEL C MARSH | ||||||||
| 101 CENTRAL PARK WEST APT 18B | NEW YORK | NY | 10023 | TRUSTEE | 0.25 | $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 |
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 | $2,216,502 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $162,788 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,379,290 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,379,290 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,689 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,343,601 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $117,180 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $117,180 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,010 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,010 | TotalTaxAmt |
| Distributable Before Adj | $116,170 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $116,170 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $116,170 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $428,963 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $428,963 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $116,170 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $294,550 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $174,779 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $289,428 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $786,825 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $353,121 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,898,703 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $428,963 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $116,170 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $312,793 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,211,496 | 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 | $294,550 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,916,946 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $174,779 | ExcessFromYear4Amt |
| Excess From Year3 | $289,428 | ExcessFromYear3Amt |
| Excess From Year2 | $786,825 | ExcessFromYear2Amt |
| Excess From Year1 | $353,121 | ExcessFromYear1Amt |
| Excess From Current Year | $312,793 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | YVONNE V MARSH | ContributingManagerNm |
| Contributing Manager | MICHAEL C MARSH | ContributingManagerNm |
| 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 |
|---|---|---|---|---|---|---|---|
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 100280198 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $110 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 100280198 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $110 |
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $600 |
| POLAR BEARS INTERNATIONAL | |||||||
| PO BOX 3008 | BOZEMAN | MT | 59772 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $1,030 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $1,545 |
| AUCTION HARMONY | |||||||
| 7409 JOLLY LANE | BROOKLYN PARK | MN | 55428 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $3,050 |
| THE UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $5,000 |
| GREATER NEW ORLEANS FOUNDATION | |||||||
| 919 ST CHARLES AVENUE | NEW ORLEANS | LA | 70130 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $10,000 |
| WEILL CORNELL MEDICINE | |||||||
| 1300 YORK AVENUE BOX 314 | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $15,000 |
| TELLURIDE FILM FESTIVAL | |||||||
| 800 JONES STREET | BERKELEY | CA | 94710 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $17,450 |
| FAY SCHOOL | |||||||
| 48 MAIN STREET | SOUTHBOROUGH | MA | 01772 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $25,000 |
| THE UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $25,000 |
| DZI FOUNDATION | |||||||
| PO BOX 632 | RIDGWAY | CO | 81432 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $26,000 |
| NYU SCHOOL OF MEDICINE | |||||||
| 550 1ST AVENUE | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $31,250 |
| NYU SCHOOL OF MEDICINE | |||||||
| 550 1ST AVENUE | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $31,250 |
| PEN AMERICAN CENTER | |||||||
| 588 BROADWAY | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $35,000 |
| FAY SCHOOL | |||||||
| 48 MAIN STREET | SOUTHBOROUGH | MA | 01772 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $50,000 |
| PEN AMERICAN CENTER | |||||||
| 588 BROADWAY | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $50,000 |
| RISE SCHOOL OF AUSTIN TEXAS | |||||||
| 4800 MANOR ROAD BUILDING J | AUSTIN | TX | 78723 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $50,000 |
| RISE SCHOOL OF AUSTIN TEXAS | |||||||
| 4800 MANOR ROAD BUILDING J | AUSTIN | TX | 78723 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $427,395 | 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 | $8 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,843 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,173 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $84,024 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $84,024 | 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 | MICHAEL AND YVONNE MARSH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 CENTRAL PARK WEST APT 18B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $425,843 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (20 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 600 SHARES OF ISHARES SILVER TRUST (SLV) | $13,520 | 2021-11-22 |
| 1 | 1000 SHARES OF DIGITALBRIDGE GROUP, INC. (DBRG) | $7,510 | 2021-11-22 |
| 1 | 100 SHARES OF THE GOLDMAN SACHS GROUP, INC (GS) | $39,634 | 2021-11-22 |
| 1 | 118 SHARES OF MATCH GROUP, INC. (MTCH) | $16,420 | 2021-11-22 |
| 1 | 100 SHARES OF FORMULA ONE GROUP (FWONK) | $5,975 | 2021-11-22 |
| 1 | 600 SHARES OF THE LIBERTY SIRIUSXM GROUP (LSXMK) | $31,146 | 2021-11-22 |
| 1 | 100 SHARES OF CIENA CORPORATION (CIEN) | $6,101 | 2021-11-22 |
| 1 | 100 SHARES OF QORVO, INC. (QRVO) | $15,386 | 2021-11-22 |
| 1 | 300 SHARES OF MGM RESORTS INTERNATIONAL (MGM) | $13,382 | 2021-11-22 |
| 1 | 200 SHARES OF BLOCK, INC. (SQ) | $42,985 | 2021-11-22 |
| 1 | 25 SHARES OF SALESFORCE, INC. (CRM) | $6,228 | 2021-12-21 |
| 1 | 500 SHARES OF TECHNOLOGY SELECT SECTOR SPDR FUND (XLK) | $85,888 | 2021-11-22 |
| 1 | 56 SHARES OF APPLE INC. (AAPL) | $10,076 | 2021-12-28 |
| 1 | 200 SHARES OF ETFMG PRIME CYBER SECURITY ETF (HACK) | $12,404 | 2021-12-28 |
| 1 | 300 SHARES OF ISHARES CYBERSECURITY AND TECH ETF (IHAK) | $13,452 | 2021-12-28 |
| 1 | 200 SHARES OF MICROCHIP TECHNOLOGY INCORPORATED (MCHP) | $17,773 | 2021-12-28 |
| 1 | 170 SHARES OF HEALTH CARE SELECT SECTOR SPDR FUND (XLV) | $23,900 | 2021-12-28 |
| 1 | 50 SHARES OF SIGNATURE BANK (SBNY) | $16,258 | 2021-12-28 |
| 1 | 100 SHARES OF SPDR GOLD SHARES (GLD) | $16,914 | 2021-12-28 |
| 1 | 200 THE WALT DISNEY COMPANY (DIS) | $30,891 | 2021-12-28 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTAL RETURN | $69,553 | $64,701 |
| LORD ABBOT SHORT DURATION INC | $18,516 | $18,257 |
| MFS INTERNATIONAL VALUE | $230,625 | $353,545 |
| PRINCIPAL MIDCAP INSTITUTONAL | $170,808 | $286,751 |
| SPDR S&P 500 ETF | $531,220 | $1,115,206 |
| PIMCO SHORT ASSET INVT | $97,820 | $97,055 |
| SEMPER MBS TOTAL RETURN | $172,585 | $156,885 |
| WHISDOMTREE US SMALLCAP | $126,288 | $169,620 |
| APPLE INC | $1,307 | $9,944 |
| BLOCK INC | $17,325 | $32,302 |
| CIENA CORP | $4,145 | $7,697 |
| DIGITAL BRIDGE GROUP INC. | $3,598 | $8,330 |
| GOLDMAN SACHS GROUP | $19,821 | $38,255 |
| LIBERTY MEDIA CORP (FWONK) | $3,576 | $6,324 |
| LIBERTY MEDIA CORP (LSXMK) | $20,341 | $30,510 |
| MATCH GROUP INC NEW | $9,937 | $15,606 |
| MGM RESORTS INTL | $5,555 | $13,464 |
| MICROCHIP TECHNOLOGY | $10,702 | $17,412 |
| QORVO INC | $11,678 | $15,639 |
| SALESFORCE COM | $5,697 | $6,353 |
| SIGNATURE BANK | $6,423 | $16,174 |
| WALT DISNEY CO | $22,787 | $30,978 |
| ETFMG PRIME CYBER | $8,960 | $12,290 |
| ISHARES CYBERSECURITY | $9,495 | $13,383 |
| ISHARES SILVER TRUST | $9,747 | $12,906 |
| SELECT SECTOR HEALTH | $14,674 | $23,951 |
| SPDR GOLD SHARES ETF | $16,351 | $17,096 |
| TECHNOLOGY SELECT SECTOR | $39,455 | $86,935 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM MICHAEL & YVONNE MARSH | Desc |
| BOY Book Value | $1,046 | BOYBookValueAmt |
| EOY Book Value | $1,046 | EOYBookValueAmt |
| EOYFMV | $1,046 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCESS OF FMV OVER DONER'S COST BASIS | Desc |
| Amt | $184,272 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES - TAG ASSOCIATES | $9,790 | $9,790 | $0 |
| BANK CHARGES | $135 | $68 | $68 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JP MORGAN CREDIT CARD | Desc |
| BOY Book Value | $40,000 | BOYBookValueAmt |
| EOY Book Value | $27,685 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |