YVONNE AND MICHAEL MARSH FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- YVONNE AND MICHAEL MARSH FAMILY FOUNDATION (EIN 22-6919366)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349104271
- Schema version
- 2019v5.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T14:09:07-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WESLEY S CASCONE CPA | PreparerPersonNm |
| PTIN | P00967974 | PTIN |
| Phone | 2155454800 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.185.218.221 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 00:53:29 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5C3912B7FE27E9CCE72927C9C257BFCE917389D0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 46CE7357F516DFE520EA341AEDA6D88522753FAF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,447,432 | 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 | $453,271 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $227 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $227 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $56,485 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,485 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $112,858 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $961,183 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $112,858 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $622,841 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $169,570 | 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 | $16,259 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,850 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $409 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,259 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,850 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $409 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $904,193 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $904,193 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $920,452 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,850 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $904,602 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$297,611 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $153,720 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $213,160 | CashBOYAmt |
| Cash EOY | $157,461 | CashEOYAmt |
| Cash EOYFMV | $157,461 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,271,981 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,838,002 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,289,971 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,485,141 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,995,463 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,447,432 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $16,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $304 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $16,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $304 | 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 | $2,468,641 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,995,159 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,468,641 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,995,159 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,485,141 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,995,463 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,468,641 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$297,611 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4 | OtherIncreasesAmt |
| Subtotal | $2,171,034 | SubtotalAmt |
| Other Decreases | $175,875 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,995,159 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $961,183 | GrossSalesPriceAmt |
| Cost Or Other Basis | $848,325 | CostOrOtherBasisAmt |
| Gain Or Loss | $112,858 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $112,858 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $112,858 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $418,894 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,653,907 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.157840 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $302,891 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,609,118 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.116089 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $420,868 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,536,913 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.165898 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $343,071 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,771,630 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.123780 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $219,911 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,339,717 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.093990 | DistributionYr5Rt |
| Total Distribution | 0.657597 | TotalDistributionRt |
| Average Distribution | 0.131519 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,386,278 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $313,841 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,537 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $315,378 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $904,602 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,537 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,537 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,537 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,223 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,223 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,686 | OverpaymentAmt |
| Applied To ES Tax | $3,686 | 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 | $2,217,785 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $204,832 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,422,617 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,422,617 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,339 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,386,278 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $119,314 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $119,314 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,537 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,537 | TotalTaxAmt |
| Distributable Before Adj | $117,777 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $117,777 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $117,777 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $904,602 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $904,602 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,537 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $903,065 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $117,777 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $111,599 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $210,319 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $294,550 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $174,779 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $289,428 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,080,675 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $904,602 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $117,777 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $786,825 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,867,500 | 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 | $111,599 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,755,901 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $210,319 | ExcessFromYear4Amt |
| Excess From Year3 | $294,550 | ExcessFromYear3Amt |
| Excess From Year2 | $174,779 | ExcessFromYear2Amt |
| Excess From Year1 | $289,428 | ExcessFromYear1Amt |
| Excess From Current Year | $786,825 | 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 (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| CENTRAL PARK WEST AT 79TH ST | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $150 |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| CENTRAL PARK WEST AT 79TH ST | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $125 |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| CENTRAL PARK WEST AT 79TH ST | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $150 |
| ABACO WINDING BAY RELIEF FUND | |||||||
| 100 S POINTE DRIVE APT 2305 | MIAMI BEACH | FL | 33139 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $10,000 |
| CORNELL MEDICAL COLLEGE | |||||||
| 1300 YORK AVENUE BOX 314 | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $15,000 |
| DEERFIELD ACADEMY | |||||||
| PO BOX 87 | DEERFIELD | MA | 01342 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $285,714 |
| DEERFIELD ACADEMY | |||||||
| PO BOX 87 | DEERFIELD | MA | 01342 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $3,272 |
| TELLURIDE ADAPTIVE SPORTS PROGRAM | |||||||
| PO BOX 2254 | TELLURIDE | CO | 81435 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $6,003 |
| FAY SCHOOL | |||||||
| 48 MAIN STREET | SOUTHBOROUGH | MA | 01772 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $350 |
| FAY SCHOOL | |||||||
| 48 MAIN STREET | SOUTHBOROUGH | MA | 01772 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $40,000 |
| FAY SCHOOL | |||||||
| 48 MAIN STREET | SOUTHBOROUGH | MA | 01772 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $35,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 100280198 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $200 |
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $360 |
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $360 |
| 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 |
| ONE TO ONE SAM MIGUEL MENTORING | |||||||
| PO BOX 1574 | TELLURIDE | CO | 81435 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $1,645 |
| PEN AMERICAN CENTER | |||||||
| 588 BROADWAY | NEW YORK | NY | 10012 | 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 |
| PEN AMERICAN CENTER | |||||||
| 588 BROADWAY | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $200,000 |
| RISE SCHOOL OF AUSTIN TEXAS | |||||||
| 4800 MANOR ROAD BUILDING J | AUSTIN | TX | 78723 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $100 |
| 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 |
| SHERIDAN ARTS FOUNDATION | |||||||
| PO BOX 2680 | TELLURIDE | CO | 81435 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $1,000 |
| SHEDD AQUARIUM | |||||||
| 1200 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $250 |
| TELLURIDE EDUCATION FOUNDATION | |||||||
| PO BOX 3548 | TELLURIDE | CO | 81435 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $1,416 |
| TELLURIDE EDUCATION FOUNDATION | |||||||
| PO BOX 3548 | TELLURIDE | CO | 81435 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $6,000 |
| TELLURIDE FILM FESTIVAL | |||||||
| 800 JONES STREET | BERKELEY | CA | 94710 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $7,450 |
| TELLURIDE MEDICAL CENTER | |||||||
| PO BOX 1229 | TELLURIDE | CO | 81435 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $1,000 |
| THE UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $1,000 |
| THE UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $10,000 |
| THINKERY AT THE MEREDITH LEARNING LAB | |||||||
| 1830 SIMOND AVE | AUSTIN | TX | 78723 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $148 |
| US FRIENDS OF THE DAVID SHELDRICK WILDLIFE TRUST | |||||||
| 25283 CABOT ROAD SUITE 101 | LAGUNA HILLS | CA | 92653 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $2,000 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $1,500 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $1,500 |
| WILLIAMS DEVELOPMENT | |||||||
| 880 MAIN STREET HOPKINS HALL | WILLIAMSTOWN | MA | 01267 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $5,000 |
| WILLIAMS DEVELOPMENT | |||||||
| 880 MAIN STREET HOPKINS HALL | WILLIAMSTOWN | MA | 01267 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $904,193 | 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 | $227 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,485 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $112,858 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $169,570 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $169,570 | 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 (19 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| MICHAEL AND YVONNE MARSH | |||||||
| 1 | 101 CENTRAL PARK WEST APT 18B | NEW YORK | NY | 10023 | $106,348 | Yes (X) | |
| MICHAEL AND YVONNE MARSH | |||||||
| 2 | 101 CENTRAL PARK WEST APT 18B | NEW YORK | NY | 10023 | $17,297 | Yes (X) | |
| MICHAEL AND YVONNE MARSH | |||||||
| 3 | 101 CENTRAL PARK WEST APT 18B | NEW YORK | NY | 10023 | $14,677 | Yes (X) | |
| MICHAEL AND YVONNE MARSH | |||||||
| 4 | 101 CENTRAL PARK WEST APT 18B | NEW YORK | NY | 10023 | $11,217 | Yes (X) | |
| MICHAEL AND YVONNE MARSH | |||||||
| 5 | 101 CENTRAL PARK WEST APT 18B | NEW YORK | NY | 10023 | $29,440 | Yes (X) | |
| MICHAEL AND YVONNE MARSH | |||||||
| 6 | 101 CENTRAL PARK WEST APT 18B | NEW YORK | NY | 10023 | $24,609 | Yes (X) | |
| MICHAEL AND YVONNE MARSH | |||||||
| 7 | 101 CENTRAL PARK WEST APT 18B | NEW YORK | NY | 10023 | $11,796 | Yes (X) | |
| MICHAEL AND YVONNE MARSH | |||||||
| 8 | 101 CENTRAL PARK WEST APT 18B | NEW YORK | NY | 10023 | $10,522 | Yes (X) | |
| MICHAEL AND YVONNE MARSH | |||||||
| 9 | 101 CENTRAL PARK WEST APT 18B | NEW YORK | NY | 10023 | $18,424 | Yes (X) | |
| MICHAEL AND YVONNE MARSH | |||||||
| 10 | 101 CENTRAL PARK WEST APT 18B | NEW YORK | NY | 10023 | $27,815 | Yes (X) | |
| MICHAEL AND YVONNE MARSH | |||||||
| 11 | 101 CENTRAL PARK WEST APT 18B | NEW YORK | NY | 10023 | $12,763 | Yes (X) | |
| MICHAEL AND YVONNE MARSH | |||||||
| 12 | 101 CENTRAL PARK WEST APT 18B | NEW YORK | NY | 10023 | $82,080 | Yes (X) | |
| MICHAEL AND YVONNE MARSH | |||||||
| 13 | 101 CENTRAL PARK WEST APT 18B | NEW YORK | NY | 10023 | $30,253 | Yes (X) | |
| MICHAEL AND YVONNE MARSH | |||||||
| 14 | 101 CENTRAL PARK WEST APT 18B | NEW YORK | NY | 10023 | $1,192 | Yes (X) | |
| MICHAEL AND YVONNE MARSH | |||||||
| 15 | 101 CENTRAL PARK WEST APT 18B | NEW YORK | NY | 10023 | $17,167 | Yes (X) | |
| MICHAEL AND YVONNE MARSH | |||||||
| 16 | 101 CENTRAL PARK WEST APT 18B | NEW YORK | NY | 10023 | $25,444 | Yes (X) | |
| MICHAEL AND YVONNE MARSH | |||||||
| 17 | 101 CENTRAL PARK WEST APT 18B | NEW YORK | NY | 10023 | $2,678 | Yes (X) | |
| MICHAEL AND YVONNE MARSH | |||||||
| 18 | 101 CENTRAL PARK WEST APT 18B | NEW YORK | NY | 10023 | $1,787 | Yes (X) | |
| MICHAEL AND YVONNE MARSH | |||||||
| 19 | 101 CENTRAL PARK WEST APT 18B | NEW YORK | NY | 10023 | $7,762 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (16 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,100 SHARES NESTLE S A (NSRGY) | $106,348 | 2019-05-14 |
| 2 | 30 SHARES SHERWIN WILLIAMS CO. (SHW) | $17,297 | 2019-10-25 |
| 3 | 100 SHARES VULCAN MATERIALS COM (VMC) | $14,677 | 2019-10-25 |
| 4 | 100 SHARES WASTE MANAGEMNT COM (VMC) | $11,217 | 2019-10-25 |
| 5 | 100 SHARES THERMO FISHER SCNTFC (TMO) | $29,440 | 2019-10-25 |
| 6 | 70 SHARES NORTHOP GRUMMAN CO (NOC) | $24,609 | 2019-10-25 |
| 7 | 200 SHARES KAMAN CORP (KAMN) | $11,796 | 2019-10-28 |
| 8 | 50 SHARES MADISON SQUARE GARDEN CO CLASS A (MSG) | $10,522 | 2019-12-23 |
| 9 | 400 SHARES INTERNTNL PAPER (IP) | $18,424 | 2019-12-23 |
| 10 | 500 SHARES MICRON TECHNOLOGY (MU) | $27,815 | 2019-12-23 |
| 11 | 50 SHARES HUNTINGTON INGALLS (HII) | $12,763 | 2019-12-23 |
| 12 | 562 SHARES JOHNSON & JOHNSON (JNJ) | $82,080 | 2019-12-23 |
| 13 | 100 SHARES ANTHEM INC. (ANTM) | $30,253 | 2019-12-23 |
| 14 | 400 SHARES BRISTOL-MYERS SQUIBB RTS RIGHTS EXP (BMYRT) | $1,192 | 2019-12-26 |
| 15 | 137 SHARES PROCTER & GAMBLE (PG) | $17,167 | 2019-12-26 |
| 16 | 400 SHARES BRISTOL-MYERS SQUIBB (BMY) | $25,444 | 2019-12-26 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CALAMOS MARKET NEUTRAL INCOME | $147,115 | $152,847 |
| DOUBLELINE TOTAL RETURN | $69,553 | $66,132 |
| GABELLI ABC ADVISOR | $37,006 | $37,062 |
| LORD ABBOT SHORT DURATION INC | $70,947 | $67,749 |
| MFS INTERNATIONAL VALUE | $190,815 | $265,429 |
| PRINCIPAL MIDCAP INSTITUTONAL | $147,273 | $193,496 |
| SPDR S&P 500 ETF | $609,364 | $840,376 |
| PIMCO SHORT ASSET INVT | $155,882 | $155,250 |
| SEMPER MBS TOTAL RETURN | $161,531 | $158,051 |
| FIERA CAPITAL EMERGING MKTS FD INST | $109,518 | $124,842 |
| ANTHEM INC | $22,685 | $30,203 |
| BRISTOL-MYERS SQUIBB | $22,360 | $25,676 |
| HUNTINGTON INGALLS | $6,468 | $12,544 |
| INTERNTNL PAPER | $13,447 | $18,420 |
| JOHNSON & JOHNSON | $39,063 | $81,979 |
| MADISON SQUARE GARDEN | $9,160 | $14,710 |
| MICRON TECHNOLOGY | $13,916 | $26,890 |
| PROCTOR & GAMBLE | $11,047 | $17,111 |
| BRISTOL-MYERS SQUIBB RTS | $852 | $1,204 |
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 | $175,875 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES - TAG ASSOCIATES | $15,691 | $15,691 | $0 | $0 |
| NY CHARITY FILING FEE | $250 | $0 | $0 | $250 |
| BANK CHARGES | $164 | $82 | $0 | $82 |
| MISCELLANEOUS | $154 | $77 | $0 | $77 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $4 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| JP MORGAN CREDIT CARD | $16,500 | $150 |
| DUE TO MICHAEL & YVONNE MARSH | $0 | $154 |