YVONNE AND MICHAEL MARSH FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- YVONNE AND MICHAEL MARSH FAMILY FOUNDATION (EIN 22-6919366)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201703179349102055
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T15:14:23-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | William R Deiss CPA | PreparerPersonNm |
| PTIN | P00018001 | PTIN |
| Phone | 2159720701 | PhoneNum |
| Preparation | 2017-11-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.15.144.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-03 | IPDt |
| IP Tm | 15:39:13 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 87B2ECC3FBE98882F7C02D37C54AB2A1FD1EBAD5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,472,866 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $39,368 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,368 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,561 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $657,778 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $37,810 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,371 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,700 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $700 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,802 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,496 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $306 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,002 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,946 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,056 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $419,076 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $419,076 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $442,078 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,946 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $421,132 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$404,268 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,425 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,657 | CashBOYAmt |
| Cash EOY | $24,929 | CashEOYAmt |
| Cash EOYFMV | $24,929 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $349,876 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $81,271 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $81,271 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,491,121 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,311,831 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,366,666 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,865,654 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,418,031 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,472,866 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $44,650 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,295 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $44,650 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,295 | 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 | $2,821,004 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,416,736 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,821,004 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,416,736 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,865,654 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,418,031 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,821,004 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$404,268 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,416,736 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,416,736 | 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 | $653,587 | $659,339 | -$5,752 | -$5,752 |
| Capital Gains Dividends | P | $4,191 | $4,191 | $4,191 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,561 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $343,071 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,771,630 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.123780 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $219,911 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,339,717 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.093990 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $162,006 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,139,593 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.075718 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $54,094 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,890,477 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.028614 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $100,916 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,932,369 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052224 | DistributionYr5Rt |
| Total Distribution | 0.374326 | TotalDistributionRt |
| Average Distribution | 0.074865 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,536,913 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $189,926 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $264 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $190,190 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $421,132 | 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 | $264 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $264 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $264 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,888 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,888 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,624 | OverpaymentAmt |
| Applied To ES Tax | $9,624 | 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 |
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 | $2,429,152 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $146,394 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,575,546 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,575,546 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,633 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,536,913 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $126,846 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $126,846 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $264 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $264 | TotalTaxAmt |
| Distributable Before Adj | $126,582 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $126,582 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $126,582 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $421,132 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $421,132 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $264 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $420,868 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $126,582 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,924 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $61,090 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $111,599 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $210,319 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $388,932 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $421,132 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $126,582 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $294,550 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $683,482 | 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 | $5,924 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $677,558 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $61,090 | ExcessFromYear3Amt |
| Excess From Year2 | $111,599 | ExcessFromYear2Amt |
| Excess From Year1 | $210,319 | ExcessFromYear1Amt |
| Excess From Current Year | $294,550 | 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 (32 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 | $1,000 |
| DEERFIELD ACADEMY | |||||||
| PO BOX 87 | DEERFIELD | MA | 01342 | NONE | PUBLIC CHARITY | To fund the recipient's operating budget | $30,000 |
| DEERFIELD ACADEMY | |||||||
| PO BOX 87 | DEERFIELD | MA | 01342 | NONE | PUBLIC CHARITY | To fund the recipient's operating budget | $41,429 |
| DZI FOUNDATION | |||||||
| PO BOX 632 | RIDGWAY | CO | 81432 | NONE | PUBLIC CHARITY | To fund the recipient's operating budget | $10,000 |
| DZI FOUNDATION | |||||||
| PO BOX 632 | RIDGWAY | CO | 81432 | NONE | PUBLIC CHARITY | To fund the recipient's operating budget | $10,000 |
| 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 |
| FREEDOM HOUSE FOUNDATION | |||||||
| 1850 M STREET NW SUITE 1100 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | To fund the recipient's operating budget | $1,000 |
| FREEDOM INSTITUTE | |||||||
| 515 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | To fund the recipient's operating budget | $1,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 100280198 | NONE | PUBLIC CHARITY | To fund the recipient's operating budget | $210 |
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | To fund the recipient's operating budget | $360 |
| NETWORK FOR GOOD | |||||||
| 1140 CONNECTICUT AVENUE NW STE 700 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | To fund the recipient's operating budget | $209 |
| ORPHEUS CHAMBER ORCHESTRA | |||||||
| 490 RIVERSIDE 11TH FLOOR | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | To fund the recipient's operating budget | $750 |
| ORPHEUS CHAMBER ORCHESTRA | |||||||
| 490 RIVERSIDE 11TH FLOOR | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | To fund the recipient's operating budget | $6,000 |
| ORPHEUS CHAMBER ORCHESTRA | |||||||
| 490 RIVERSIDE 11TH FLOOR | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | To fund the recipient's operating budget | $15,000 |
| ORPHEUS CHAMBER ORCHESTRA | |||||||
| 490 RIVERSIDE 11TH FLOOR | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | To fund the recipient's operating budget | $31,750 |
| PEN AMERICAN CENTER | |||||||
| 588 BROADWAY | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | To fund the recipient's operating budget | $85,000 |
| PEN AMERICAN CENTER | |||||||
| 588 BROADWAY | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | To fund the recipient's operating budget | $8,613 |
| PEN AMERICAN CENTER | |||||||
| 588 BROADWAY | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | To fund the recipient's operating budget | $2,500 |
| PEN AMERICAN CENTER | |||||||
| 588 BROADWAY | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | To fund the recipient's operating budget | $5,830 |
| POLAR BEARS INTERNATIONAL | |||||||
| PO BOX 3008 | BOZEMAN | MT | 59772 | NONE | PUBLIC CHARITY | To fund the recipient's operating budget | $1,000 |
| TELLURIDE EDUCATION FOUNDATION | |||||||
| PO BOX 3548 | TELLURIDE | CO | 81435 | NONE | PUBLIC CHARITY | To fund the recipient's operating budget | $6,000 |
| TELLURIDE EDUCATION FOUNDATION | |||||||
| PO BOX 3548 | TELLURIDE | CO | 81435 | NONE | PUBLIC CHARITY | To fund the recipient's operating budget | $7,450 |
| TELLURIDE MEDICAL CENTER | |||||||
| 500 WEST PACIFIC AVE PO BOX 1229 | TELLURIDE | CO | 81435 | NONE | PUBLIC CHARITY | To fund the recipient's operating budget | $500 |
| THE BONE MARROW FOUNDATION | |||||||
| 515 MADISON AVENUE SUITE 1130 | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | To fund the recipient's operating budget | $725 |
| THE NATIONAL SCHOOL CLIMATE CENTER | |||||||
| 341 WEST 38TH STREET 9TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | To fund the recipient's operating budget | $10,000 |
| THE TRICYCLE FOUNDATION | |||||||
| 1115 BROADWAY SUITE 115 | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | To fund the recipient's operating budget | $10,000 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $419,076 | 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 | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,368 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,561 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $37,810 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,810 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BAKER TILLY LLP, CPA'S | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $7,474 | $8,767 |
| AMGEN INCORPORATED | $10,189 | $10,235 |
| AQR DIVERSIFIED ARBITRAGE I | $0 | $0 |
| CALAMOS MARKET NEUTRAL INCOME | $133,549 | $134,296 |
| CHEVRON CORPORATION | $6,376 | $8,828 |
| CITY NATL ROCHDALE FDS EMKT FD | $96,938 | $91,776 |
| DOUBLELINE TOTAL RETURN | $69,553 | $66,069 |
| EXXON MOBILE CORP | $9,982 | $10,380 |
| GABELLI ABC ADVISOR | $133,198 | $130,937 |
| GOTHAM ABSOLUTE RETURN INSTITUTIONAL | $125,519 | $122,434 |
| GOTHAM NEUTRAL INSTITUTIONAL | $0 | $0 |
| INTERNATIONAL PAPER | $6,724 | $10,612 |
| JHANCOCK GLOBAL ABSOLUTE RET STRATS I | $0 | $0 |
| LORD ABBOT SHORT DURATION INC | $161,663 | $153,199 |
| MERCK & CO | $9,117 | $8,831 |
| MFS INTERNATIONAL VALUE | $234,841 | $259,919 |
| NEWLL BRANDS INC | $19,782 | $17,860 |
| ONEOK INC. | $0 | $0 |
| PEPSICO INCORPORATED | $10,046 | $10,463 |
| PFIZER INCORPORATED | $9,713 | $9,744 |
| PRINCIPAL MIDCAP INSTITUTIONAL | $119,055 | $115,787 |
| PROCTOR & GAMBLE | $8,187 | $8,408 |
| ROBECCO BOSTON PARTNERS L/S EQUITY INSTL | $295,101 | $308,890 |
| SPDR S&P 500 ETF | $455,225 | $491,766 |
| UNILEVER N V F UNSPONSORED ADR | $9,990 | $10,265 |
| VANGUARD DIV GROWTH FD INVESTOR SHRS | $41,121 | $43,046 |
| Vanguard Market Neutral Inv | $115,440 | $116,350 |
| VERIZON COMMUNICATIONS | $10,669 | $10,676 |
| VULCAN VALUE PARTNERS SMALL CAP | $116,854 | $119,593 |
| WHISDOM TR EUROPE HEDGED EQTY ETF | $95,525 | $87,535 |
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 | $10,441 | $10,441 | $0 |
| NY CHARITY FILING FEE | $250 | $0 | $250 |
| BANK CHARGES | $95 | $47 | $48 |
| MISCELLANEOUS | $16 | $8 | $8 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTIONS MADE BY CREDIT CARD - BILL NOT YET PAID | Desc |
| BOY Book Value | $44,650 | BOYBookValueAmt |
| EOY Book Value | $1,295 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $8,000 | $0 | $0 |
| FOREIGN TAX WITHHELD ON DIVIDENDS | $700 | $700 | $0 |