YVONNE AND MICHAEL MARSH FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- YVONNE AND MICHAEL MARSH FAMILY FOUNDATION (EIN 22-6919366)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202123199349107112
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T15:24:16-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & COMPANY LLP | 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 | 2020-01-01 | 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 | 2021-11-12 | 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 CPA | PreparerPersonNm |
| PTIN | P00967974 | PTIN |
| Phone | 2155454800 | PhoneNum |
| Preparation | 2021-11-12 | PreparationDt |
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 | 2020 | 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 | $2,386,342 | 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 | $177,239 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $48,463 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,463 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $207,504 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $777,745 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $207,504 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $433,220 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $255,981 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,316 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,754 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $562 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,316 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,754 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $562 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $454,276 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $454,276 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $464,592 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,754 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $454,838 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,372 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $246,227 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $157,461 | CashBOYAmt |
| Cash EOY | $301,106 | CashEOYAmt |
| Cash EOYFMV | $301,106 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,838,002 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,556,605 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,084,190 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,046 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,046 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,995,463 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,858,757 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,386,342 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $304 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $40,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $304 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $40,000 | 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 | $1,995,159 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,818,757 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,995,159 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,818,757 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,995,463 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,858,757 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,995,159 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,372 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,963,787 | SubtotalAmt |
| Other Decreases | $145,030 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,818,757 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $777,687 | $570,241 | $207,446 | $207,446 |
| PUBLICLY TRADED SECURITIES | P | $58 | $58 | $58 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $207,504 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,423 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,423 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,423 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,686 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,686 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,263 | OverpaymentAmt |
| Applied To ES Tax | $5,263 | 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 AND COMPANY LLP | 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 | $1,983,313 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $151,514 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,134,827 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,134,827 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,022 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,102,805 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $105,140 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $105,140 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,423 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,423 | TotalTaxAmt |
| Distributable Before Adj | $101,717 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $101,717 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $101,717 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $454,838 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $454,838 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $454,838 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $101,717 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $210,319 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $294,550 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $174,779 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $289,428 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $786,825 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,755,901 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $454,838 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $101,717 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $353,121 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,109,022 | 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 | $210,319 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,898,703 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $294,550 | ExcessFromYear4Amt |
| Excess From Year3 | $174,779 | ExcessFromYear3Amt |
| Excess From Year2 | $289,428 | ExcessFromYear2Amt |
| Excess From Year1 | $786,825 | ExcessFromYear1Amt |
| Excess From Current Year | $353,121 | 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 |
|---|---|---|---|---|---|---|---|
| TELLURIDE EDUCATION FOUNDATION | |||||||
| PO BOX 3548 | TELLURIDE | CO | 81435 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $195 |
| ANGEL BASKETS | |||||||
| PO BOX 22000 PMB 158 | TELLURIDE | CO | 81435 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $500 |
| POLAR BEARS INTERNATIONAL | |||||||
| PO BOX 3008 | BOZEMAN | MT | 59772 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $1,000 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $1,500 |
| TELLURIDE MEDICAL CENTER | |||||||
| 500 WEST PACIFIC AVE PO BOX 1229 | TELLURIDE | CO | 81435 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $2,500 |
| TELLURIDE EDUCATION FOUNDATION | |||||||
| PO BOX 3548 | TELLURIDE | CO | 81435 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $6,081 |
| LAKHANI SCHOLARS | |||||||
| 445 PARK AVENUE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $10,000 |
| TELLURIDE FILM FESTIVAL | |||||||
| 800 JONES STREET | BERKELEY | CA | 94710 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $12,550 |
| 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 |
| DZI FOUNDATION | |||||||
| PO BOX 632 | RIDGWAY | CO | 81432 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $20,000 |
| 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 |
| THE UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $25,000 |
| PEN AMERICAN CENTER | |||||||
| 588 BROADWAY | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $30,000 |
| 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 |
| NYU SCHOOL OF MEDICINE | |||||||
| 550 1ST AVENUE | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $62,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $454,276 | 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 | $14 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,463 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $207,504 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $255,981 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $255,981 | 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 | $177,239 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,408 SHARES APPLE INC (AAPL) | NoncashPropertyDesc |
| Fair Market Value | $177,239 | FairMarketValueAmt |
| Received | 2020-12-21 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CALAMOS MARKET NEUTRAL INCOME | $129,817 | $140,973 |
| DOUBLELINE TOTAL RETURN | $69,553 | $66,567 |
| LORD ABBOT SHORT DURATION INC | $18,057 | $18,059 |
| MFS INTERNATIONAL VALUE | $206,736 | $319,680 |
| PRINCIPAL MIDCAP INSTITUTONAL | $149,724 | $228,820 |
| SPDR S&P 500 ETF | $531,220 | $877,870 |
| PIMCO SHORT ASSET INVT | $157,590 | $157,123 |
| SEMPER MBS TOTAL RETURN | $167,620 | $146,662 |
| WHISDOMTREE US SMALLCAP | $126,288 | $128,436 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM MICHAEL & YVONNE MARSH | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,046 | EOYBookValueAmt |
| EOYFMV | $1,046 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| EXCESS OF FMV OVER DONER'S COST BASIS | $144,067 |
| OTHER BOOK / TAX DIFFERENCES | $963 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES - TAG ASSOCIATES | $9,691 | $9,691 | $0 | $0 |
| NY CHARITY FILING FEE | $500 | $0 | $0 | $500 |
| BANK CHARGES | $125 | $63 | $0 | $62 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| JP MORGAN CREDIT CARD | $150 | $40,000 |
| DUE TO MICHAEL & YVONNE MARSH | $154 | $0 |