PETER R MARSH FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PETER R MARSH FOUNDATION (EIN 20-1524353)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201731359349104808
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T16:43:22-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOX & CO CPAs LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10818 NE COXLEY DR STE E | AddressLine1Txt |
| City | VANCOUVER | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 986626163 | 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 | 201524353 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER R MARSH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 3606068413 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19215 SE 34TH STREET PMB 397 | AddressLine1Txt |
| City | CAMAS | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98607 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER R MARSH | PersonNm |
| Person Title | FOUNDER | PersonTitleTxt |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA FELS CPA | PreparerPersonNm |
| PTIN | P01789299 | PTIN |
| Phone | 3605970400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,648,319 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $46,171 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,171 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $46,171 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,996 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $71,897 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,996 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $54,174 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,174 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $46,178 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $11,300 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,425 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $547 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,680 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,500 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $20,952 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,380 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,380 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,332 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,380 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,842 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,674 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $46,178 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,648 | CashBOYAmt |
| Cash EOY | $13,160 | CashEOYAmt |
| Cash EOYFMV | $13,160 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,570,316 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,595,646 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,635,159 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,578,964 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,608,806 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,648,319 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,578,964 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,608,806 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,578,964 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,608,806 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,578,964 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,608,806 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,578,964 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,842 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,608,806 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,608,806 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 30000 FIRST AMER TREASURY | P | 2012-06-30 | 2016-01-08 | $30,000 | $30,000 | ||
| 208.330 FIRST AMER TREASURY | P | 2012-06-30 | 2016-01-27 | $208 | $208 | ||
| 208.33 FIRST AMER TREASURY | P | 2012-06-30 | 2016-02-26 | $208 | $208 | ||
| 208.33 FIRST AMER TREASURY | P | 2012-06-30 | 2016-03-28 | $208 | $208 | ||
| 208.33 FIRST AMER TREASURY | P | 2012-06-30 | 2016-04-26 | $208 | $208 | ||
| 208.33 FIRST AMER TREASURY | P | 2012-06-30 | 2016-05-26 | $208 | $208 | ||
| 208.33 FIRST AMER TREASURY | P | 2012-06-30 | 2016-06-28 | $208 | $208 | ||
| 208.33 FIRST AMER TREASURY | P | 2012-06-30 | 2016-07-26 | $208 | $208 | ||
| 208.33 FIRST AMER TREASURY | P | 2012-06-30 | 2016-08-26 | $208 | $208 | ||
| 208.33 FIRST AMER TREASURY | P | 2012-06-30 | 2016-09-27 | $208 | $208 | ||
| 208.33 FIRST AMER TREASURY | P | 2012-06-30 | 2016-10-26 | $208 | $208 | ||
| 208.33 FIRST AMER TREASURY | P | 2012-06-30 | 2016-11-28 | $208 | $208 | ||
| 208.33 FIRST AMER TREASURY | P | 2012-06-30 | 2016-12-28 | $208 | $208 | ||
| 21.274 VANGUARD MID CAP | P | 2012-06-30 | 2016-01-08 | $3,000 | $3,210 | -$210 | -$210 |
| 39.043 VANGUARD 500 | P | 2012-06-30 | 2016-01-08 | $7,000 | $7,482 | -$482 | -$482 |
| 750.751 DODGE & COX | P | 2012-06-30 | 2016-01-08 | $10,000 | $10,105 | -$105 | -$105 |
| .019 DODGE & COX | P | 2012-06-30 | 2016-03-28 | $410 | $410 | $410 | |
| 930.233 LOOMIS SAYLES | P | 2012-06-30 | 2016-01-08 | $10,000 | $10,428 | -$428 | -$428 |
| .4264 LOOMIS SAYLES | P | 2012-06-30 | 2016-12-19 | $5,653 | $5,653 | $5,653 | |
| .0107 LOOMIS SAYLES | P | 2012-06-30 | 2016-12-19 | $142 | $142 | $142 | |
| 16.46 PIMCO | P | 2012-06-30 | 2016-01-08 | $107 | $180 | -$73 | -$73 |
| 9.24 VANGUARD INTM TERM | P | 2012-06-30 | 2016-12-27 | $1,217 | $1,217 | $1,217 | |
| .056 VANGUARD INTM TERM | P | 2012-06-30 | 2016-12-27 | $1,872 | $1,872 | $1,872 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,996 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Net Vl Noncharitable Assets Yr1 | $1,598,364 | NetVlNoncharitableAssetsYr1Amt |
| Net Vl Noncharitable Assets Yr2 | $1,679,878 | NetVlNoncharitableAssetsYr2Amt |
| Net Vl Noncharitable Assets Yr3 | $1,658,991 | NetVlNoncharitableAssetsYr3Amt |
| Adjusted Qlfy Distri Yr4 | $77,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,656,043 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04680 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $412,367 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,408,340 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.17123 | DistributionYr5Rt |
| Total Distribution | 0.218023 | TotalDistributionRt |
| Average Distribution | 0.043605 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,564,045 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $68,200 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $517 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $68,717 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,380 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,033 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,033 | SubtotalAmt |
| Tax Based On Investment Income | $1,033 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $31 | EsPenaltyAmt |
| Tax Due | $1,064 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | PRMFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER R MARSH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3606068413 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 SE TECH CENTER DRIVE 160 | AddressLine1Txt |
| City | VANCOUVER | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98683 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PETER R MARSH | ||||||
| 3307 EVERGREEN STE 707 BX 390 | WASHOUGAL | WA | 98671 | FOUNDER | 0.00 | $0 |
| BARBARA JO MARSH | ||||||
| 3307 EVERGREEN STE 707 BOX 390 | WASHOUGAL | WA | 98671 | FOUNDER | 0.00 | $0 |
| CINDY ROBERT | ||||||
| 15784 SW COLYER WAY | TIGARD | OR | 97244 | Secretary | 0.00 | $0 |
| JOHN UPTON | ||||||
| 1200 NW NAITO PKWY 110 | PORTLAND | OR | 97209 | Treasurer | 0.00 | $0 |
| BYRON VAN KLEY | ||||||
| 3619 NW 8TH CT | CAMAS | WA | 98607 | Director | 0.00 | $0 |
| THOMAS O REESE | ||||||
| 17776 NW GILBERT LANE | PORTLAND | OR | 97229 | Chairman | 0.00 | $0 |
| JACK SCHWARTZ | ||||||
| 111 SW FIFTH AVE STE 3400 | PORTLAND | OR | 97204 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SILENT SERVICE AWARDS - AWARDS GIVEN TO THOSE IN OUR COMMUNITY WHO HAVE VOLUNTEERED SIGNIFICANT AMOUNTS OF THEIR TIME IN SERVICE OF OUR COMMUNITY AND SOUGHT NO RECOGNITION | Description1Txt |
| Expenses1 | $3,380 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,576,959 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,904 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,587,863 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,587,863 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,818 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,564,045 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,202 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,202 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,033 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,033 | TotalTaxAmt |
| Distributable Before Adj | $77,169 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $77,169 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $77,169 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,380 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,380 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $3,380 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,169 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $44,484 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $44,484 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,380 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,380 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $44,484 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $44,484 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $29,305 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER R MARSH | ContributingManagerNm |
| Shareholder Manager | PETER R MARSH | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PETER R MARSH FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19215 SE 34TH ST PMB 397 - 106 | AddressLine1Txt |
| City | CAMAS | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | info@prmfoundation.org | RecipientEmailAddressTxt |
| Form And Info And Materials | A PERSON WISHING TO SUBMIT A NOMINATION FOR A SILENT SERVANT AWARD SHOULD CONTACT THE PETER R MARSH FOUNDATION PROGRAM COORDINATOR AT INFO@PRMFOUNDATION.ORG FOR NOMINATION INSTRUCTIONS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOMINATION APPLICATIONS ARE REVIEWED MONTHLY. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GUIDELINESNOMINEES:~MUST BE PERMANENT RESIDENT OF WASHINGTON OR OREGON~MUST BE INDEPENDENTLY AND VOLUNTARILY PROVIDING SERVICE TO OTHERS WITHOUT COMPENSATION OF ANY KIND~MUST BE PERFORMING SERVICE NOT IN ANY WAY ASSOCIATED WITH HIS OR HER PLACE OF EMPLOYMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SILENT SERVICE AWARD RECIPIENTS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19215 SE 34TH ST 397-106 | AddressLine1Txt |
| City | CAMAS | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | QUALIFIED BENEFICIARY | RecipientRelationshipTxt |
| Recipient Foundation Status | I | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | IN RECOGNITION OF SERVICE TO OUR COMMUNITY. VARIOUS RECIPIENTS LISTED AT WWW.PRMFOUNDATION.ORG\RECIPIENTS | GrantOrContributionPurposeTxt |
| Amt | $3,380 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,380 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,171 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,996 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $46,178 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,996 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,174 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4&8 | DIVIDENDS AND SECURITY SALES PROVIDE FUNDS FOR CHARITABLE USES |
| 3 | INTEREST ON SAVINGS PROVIDE FUNDS FOR CHARITABLE USES |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $1,595,646 | EOYBookValueAmt |
| EOYFMV | $1,635,159 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BOARD MEETINGS | $514 | |
| INSURANCE | $1,142 | |
| LICENSES/FEES | $110 | |
| OFFICE EXPENSES | $201 | |
| US BANK ADMIN EXPENSES | $2,500 | $2,500 |
| WEB DEVELOPMENT | $213 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $11,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $2,425 | Amt |