YVONNE AND MICHAEL MARSH FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- YVONNE AND MICHAEL MARSH FAMILY FOUNDATION (EIN 22-6919366)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201923199349101442
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T09:32:18-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037341 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 2159472100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET STE 4500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037341 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YVONNE V MARSH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2159472100 | PhoneNum |
| Signature | 2019-11-12 | 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 | 2159720701 | PhoneNum |
| Preparation | 2019-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.49.84.128 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-12 | IPDt |
| IP Tm | 10:26:31 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 07BF0ACD934B71DEDF27F906315363C407587BDB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,525,650 | 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 | $358,242 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,072 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,072 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $308,221 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,104,208 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $308,221 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $703,559 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $345,317 | 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 | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,250 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $25,789 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,183 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,600 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,289 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,433 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,850 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $412,044 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $412,044 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $442,333 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,433 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $418,894 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $261,226 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $322,884 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,437 | CashBOYAmt |
| Cash EOY | $47,735 | CashEOYAmt |
| Cash EOYFMV | $47,735 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $159,449 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $165,425 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $165,425 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,293,381 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,271,981 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,312,490 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,667 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,461,934 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,485,141 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,525,650 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $98,757 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $16,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $98,757 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $2,363,177 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,468,641 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,363,177 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,468,641 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,461,934 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,485,141 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,363,177 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $261,226 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,049 | OtherIncreasesAmt |
| Subtotal | $2,625,452 | SubtotalAmt |
| Other Decreases | $156,811 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,468,641 | 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 | $1,069,105 | $795,987 | $273,118 | $273,118 |
| CAPITAL GAINS DIVIDENDS | P | $35,103 | $35,103 | $35,103 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $308,221 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $302,891 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,609,118 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.116089 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $420,868 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,536,913 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.165898 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $343,071 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,771,630 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.123780 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $219,911 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,339,717 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.093990 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $162,006 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,139,593 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.075718 | DistributionYr5Rt |
| Total Distribution | 0.575475 | TotalDistributionRt |
| Average Distribution | 0.115095 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,653,907 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $305,451 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,229 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $308,680 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $418,894 | 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 | $3,229 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,229 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,229 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,452 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,452 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,223 | OverpaymentAmt |
| Applied To ES Tax | $5,223 | 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 | BAKER TILLY VIRCHOW KRAUSE LLP | IndividualWithBooksNm |
| Phone | 2159720701 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET STE 4500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037341 | 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 | $2,429,159 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $265,163 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,694,322 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,694,322 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,415 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,653,907 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $132,695 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $132,695 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,229 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,229 | TotalTaxAmt |
| Distributable Before Adj | $129,466 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $129,466 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $129,466 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $418,894 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $418,894 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,229 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $415,665 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $129,466 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $61,090 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $111,599 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $210,319 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $294,550 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $174,779 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $852,337 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $418,894 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $129,466 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $289,428 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,141,765 | 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 | $61,090 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,080,675 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $111,599 | ExcessFromYear4Amt |
| Excess From Year3 | $210,319 | ExcessFromYear3Amt |
| Excess From Year2 | $294,550 | ExcessFromYear2Amt |
| Excess From Year1 | $174,779 | ExcessFromYear1Amt |
| Excess From Current Year | $289,428 | 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 (28 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 | $250 |
| COLUMBIA UNIVERSITY | |||||||
| 622 WEST 13TH STREET | NEW YORK | NY | 10025 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $50,000 |
| COOLEY DICKINSON VNA & HOSPICE | |||||||
| 168 INDUSTRIAL DRIVE | NORTHAMPTON | MA | 01060 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $500 |
| 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 | $500 |
| DEERFIELD ACADEMY | |||||||
| PO BOX 87 | DEERFIELD | MA | 01342 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $25,000 |
| DEERFIELD ACADEMY | |||||||
| PO BOX 87 | DEERFIELD | MA | 01342 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $71,429 |
| 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 |
| FAY SCHOOL | |||||||
| 48 MAIN STREET | SOUTHBOROUGH | MA | 01772 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $50,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 100280198 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $360 |
| PAN MASSACHUSETTS CHALLENGE | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $511 |
| PAN MASSACHUSETTS CHALLENGE | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $511 |
| PEN AMERICAN CENTER | |||||||
| 588 BROADWAY | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $200 |
| PEN AMERICAN CENTER | |||||||
| 588 BROADWAY | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $15,000 |
| POLAR BEARS INTERNATIONAL | |||||||
| PO BOX 3008 | BOZEMAN | MT | 59772 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $1,000 |
| POLAR BEARS INTERNATIONAL | |||||||
| PO BOX 3008 | BOZEMAN | MT | 59772 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $1,000 |
| RISE SCHOOL OF AUSTIN TEXAS | |||||||
| 4800 MANOR ROAD BUILDING J | AUSTIN | TX | 78723 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $15,448 |
| RISE SCHOOL OF AUSTIN TEXAS | |||||||
| 4800 MANOR ROAD BUILDING J | AUSTIN | TX | 78723 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $35,300 |
| 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 |
| TELLURIDE EDUCATION FOUNDATION | |||||||
| PO BOX 3548 | TELLURIDE | CO | 81435 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $12,000 |
| TELLURIDE FILM FESTIVAL | |||||||
| 800 JONES STREET | BERKELEY | CA | 94710 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $7,450 |
| TELLURIDE FILM FESTIVAL | |||||||
| 800 JONES STREET | BERKELEY | CA | 94710 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $7,450 |
| THINKERY AT THE MEREDITH LEARNING LAB | |||||||
| 1830 SIMOND AVE | AUSTIN | TX | 78723 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $135 |
| 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 | $1,000 |
| 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 |
| WOMEN IN NEED NEW YORK | |||||||
| 115 WEST 31ST STREET 7TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $412,044 | 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 | $24 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,072 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $308,221 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $345,317 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $345,317 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| MICHAEL AND YVONNE MARSH | ||||||
| 1 | 101 CENTRAL PARK WEST APT 18B | NEW YORK | NY | 10023 | $79,734 | Yes (X) |
| MICHAEL AND YVONNE MARSH | ||||||
| 2 | 101 CENTRAL PARK WEST APT 18B | NEW YORK | NY | 10023 | $38,187 | Yes (X) |
| MICHAEL AND YVONNE MARSH | ||||||
| 3 | 101 CENTRAL PARK WEST APT 18B | NEW YORK | NY | 10023 | $240,321 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 703 SHARES VALERO ENERGY CORPORATION (VLO) | $79,734 | 2019-07-12 |
| 2 | 600 SHARES STARBUCKS CORPORATION (SBUX) | $38,187 | 2019-01-10 |
| 3 | 1932 SHARES EOG RESOURCES, INC (EOG) | $240,321 | 2019-09-19 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BAKER TILLY VIRCHOW KRAUSE LLP | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CALAMOS MARKET NEUTRAL INCOME | $144,738 | $143,213 |
| DOUBLELINE TOTAL RETURN | $69,553 | $64,825 |
| GABELLI ABC ADVISOR | $137,697 | $133,510 |
| GOTHAM ABSOLUTE RETURN INSTITUTIONAL | $125,519 | $128,145 |
| LORD ABBOT SHORT DURATION INC | $174,049 | $159,624 |
| MFS INTERNATIONAL VALUE | $180,772 | $210,854 |
| PRINCIPAL MIDCAP INSTITUTIONAL | $138,476 | $135,398 |
| BOSTON PARTNERS LONG SHORT EQ INST | $158,073 | $136,918 |
| SPDR S&P 500 ETF | $597,090 | $647,293 |
| VANGUARD MARKET NEUTRAL INV | $117,646 | $111,317 |
| STARBUCKS CORP | $13,665 | $38,640 |
| PIMCO SHORT ASSET INVT | $151,869 | $151,240 |
| SEMPER MBS TOTAL RETURN | $153,790 | $150,630 |
| FIERA CAPITAL EMERGING MKTS FD INST | $109,044 | $100,883 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE ADVISORY FEES | Desc |
| BOY Book Value | $2,667 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCESS OF FMV OVER DONOR'S COST BASIS OF SECURITIES CONTRIBUTED | Desc |
| Amt | $156,811 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES - TAG ASSOCIATES | $15,832 | $15,832 | $0 |
| NY CHARITY FILING FEE | $250 | $0 | $250 |
| BANK CHARGES | $103 | $52 | $51 |
| MISCELLANEOUS | $9,604 | $4,299 | $4,299 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK / TAX DIFFERENCES | Desc |
| Amt | $1,049 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| JP MORGAN CHASE CREDIT CARD | $1,312 | $16,500 |
| REIMBURSEMENTS PAYABLE | $97,445 | $0 |