YVONNE AND MICHAEL MARSH FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- YVONNE AND MICHAEL MARSH FAMILY FOUNDATION (EIN 22-6919366)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201423219349100822
- Schema version
- 2013v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T09:09:57-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232932984 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARENTEBEARD LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 BYBERRY RD SUITE 1100 | AddressLine1 |
| City | HUNTINGDON VALLEY | City |
| State | PA | State |
| ZIP Code | 190063523 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | C/O PARENTEBEARD LLC | BusinessNameLine2 |
| 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 | 1800 BYBERRY ROAD NO 1100 | AddressLine1 |
| City | HUNTINGDON VALLEY | City |
| State | PA | State |
| ZIP Code | 19006 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YVONNE V MARSH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2159472100 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROWLAND M SMITH III CPA | PreparerPersonNm |
| PTIN | P00058084 | PTIN |
| Phone | 2159472100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,286,583 | 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 | $249,177 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,521 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,521 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $56,610 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54,709 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $144,861 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,976,785 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $251,983 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $461,169 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $317,213 | 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 | $4,019 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,009 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,010 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,877 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $277 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,032 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,687 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $345 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,928 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,973 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,355 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $162,683 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $162,683 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $181,611 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,973 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $165,038 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $279,558 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $303,240 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1,315 | CashEOYAmt |
| Cash EOYFMV | $1,315 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $92,025 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $178,379 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $178,379 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $1,000 | RcvblFromOfficersBOYAmt |
| Corporate Stock BOY | $1,261,445 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,588,638 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,666,658 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $496,007 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $436,223 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $440,231 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $44,550 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,895,027 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,204,555 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,286,583 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $1,895,027 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,204,555 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,895,027 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,204,555 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,895,027 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,204,555 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,895,027 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $279,558 | ExcessRevenueOverExpensesAmt |
| Other Increases | $29,970 | OtherIncreasesAmt |
| Subtotal | $2,204,555 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,204,555 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| JP MORGAN #5006 | P | 2013-12-31 | $84,309 | $81,622 | $2,687 | $2,687 |
| JP MORGAN #5006 | P | 2013-12-31 | $14,250 | $14,917 | -$667 | -$667 |
| JP MORGAN #4005 | P | 2013-12-31 | $33,013 | $29,445 | $3,568 | $3,568 |
| JP MORGAN #4005 | P | 2013-12-31 | $3,797 | $3,855 | -$58 | -$58 |
| JP MORGAN #8009 | P | 2013-12-31 | $13,298 | $12,094 | $1,204 | $1,204 |
| JP MORGAN #8009 | P | 2013-12-31 | $18,121 | $18,258 | -$137 | -$137 |
| JP MORGAN #3008 | P | 2013-12-31 | $332,981 | $329,550 | $3,431 | $3,431 |
| JP MORGAN #3008 | P | 2013-12-31 | $40,654 | $40,000 | $654 | $654 |
| CHARLES SCHWAB | D | 2013-12-31 | $240,724 | $115,285 | $125,439 | $125,439 |
| CHARLES SCHWAB | P | 2013-12-31 | $742,110 | $679,092 | $63,018 | $63,018 |
| CHARLES SCHWAB | P | 2013-12-31 | $426,217 | $400,684 | $25,533 | $25,533 |
| CAPITAL GAINS DIVIDENDS | P | $27,311 | $27,311 | $27,311 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $251,983 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $54,094 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,890,477 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028614 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $100,916 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,932,369 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052224 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $131,972 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,951,811 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.067615 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $129,184 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,756,249 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.073557 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $76,002 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,034,503 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037357 | DistributionYr5Rt |
| Total Distribution | 0.259367 | TotalDistributionRt |
| Average Distribution | 0.051873 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,139,593 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $110,987 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,032 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $114,019 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $165,038 | 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 | $3,032 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,032 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,032 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,672 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $7,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $9,172 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $6,140 | OverpaymentAmt |
| Applied To ES Tax | $6,140 | 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 | PARENTEBEARD LLC | IndividualWithBooksNm |
| Phone | 2159472100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 BYBERRY RD STE 1100 | AddressLine1 |
| City | HUNTINGDON VALLEY | City |
| State | PA | State |
| ZIP Code | 190063523 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $2,032,292 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $139,884 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,172,176 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,172,176 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,583 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,139,593 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $106,980 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $106,980 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,032 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,032 | TotalTaxAmt |
| Distributable Before Adj | $103,948 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $103,948 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $103,948 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $165,038 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $165,038 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,032 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $162,006 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $103,948 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $2,891 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $37,557 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,924 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $46,372 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $165,038 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $103,948 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $61,090 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $107,462 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $107,462 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,891 | ExcessFromYear4Amt |
| Excess From Year3 | $37,557 | ExcessFromYear3Amt |
| Excess From Year2 | $5,924 | ExcessFromYear2Amt |
| Excess From Current Year | $61,090 | 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/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BIG LIFE FOUNDATION | |||||||||||
| 3327 BLUE ASH LANE | INDIANAPOLIS | IN | 46239 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $25,300 | ||||
| CHARTER SCHOOL OF EDUCATIONAL EXCELLENCE | |||||||||||
| 260 WARBURTON AVE | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $10,000 | ||||
| COLUMBIA UNIVERSITY | |||||||||||
| 622 WEST 13TH STREET | NEW YORK | NY | 10025 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $20 | ||||
| DEERFIELD ACADEMY | |||||||||||
| PO BOX 87 | DEERFIELD | MA | 01342 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $5,000 | ||||
| DZI FOUNDATION | |||||||||||
| PO BOX 632 | RIDGWAY | CO | 81432 | 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 | ||||
| FRIENDS OF THE ENVIRONMENT | |||||||||||
| NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $2,000 | PO BOX AB 20755 | MARSH HARBOUR | ABACO | BF | ||||
| JUNIOR LEAGUE OF AMERICA | |||||||||||
| 80 MAIDEN LANE SUITE 305 | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $605 | ||||
| KOTO RADIO TELLURIDE | |||||||||||
| PO BOX 1069 | TELLURIDE | CO | 81435 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $100 | ||||
| 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 | ||||
| NATIONAL COUNCIL ON ALCOHOLDRG | |||||||||||
| 217 BROADWAY SUITE 712 | NEW YORK | NY | 10007 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $1,000 | ||||
| NETWORK FOR GOOD | |||||||||||
| 1140 CONNECTICUT AVENUE NW STE 700 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $1,050 | ||||
| NY PRESBYTERIAN HOSPITAL | |||||||||||
| 170 WILLIAM STREET | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $10,000 | ||||
| ORPHEUS CHAMBER ORCHESTR | |||||||||||
| 490 RIVERSIDE 11TH FLOOR | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $28,258 | ||||
| PEN AMERICAN CENTER | |||||||||||
| 588 BROADWAY | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $27,126 | ||||
| POLAR BEARS INTERNATIONAL | |||||||||||
| PO BOX 3008 | BOZEMAN | MT | 59772 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $1,000 | ||||
| SUSAN G KOMEN FOR THE CURE | |||||||||||
| 470 SEVENTH AVENUE - 7TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $225 | ||||
| TELLURIDE EDUCATION FOUNDATION | |||||||||||
| PO BOX 3548 | TELLURIDE | CO | 81435 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $13,000 | ||||
| TELLURIDE MEDICAL CENTER | |||||||||||
| 500 WEST PACIFIC AVENUE | TELLURIDE | CO | 81435 | NONE | TO FUND THE RECIPIENT'S OPERATING BUDGET | $100 | |||||
| THE BREARLEY SCHOOL | |||||||||||
| 610 EAST 83RD STREET | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $20,000 | ||||
| THE BRICK CHURCH SCHOOL | |||||||||||
| 62 EAST 92ND STREET | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $200 | ||||
| THE JEFFERSON FOUNDATION | |||||||||||
| 2301 S BROAD ST | PHILADELPHIA | PA | 19148 | NONE | TO FUND THE RECIPIENT'S OPERATING BUDGET | $2,600 | |||||
| THE MUSEUM OF MODERN ART | |||||||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $360 | ||||
| US FRIENDS OF DAVID SHELDRICK | |||||||||||
| 201 NORTH ILLINOIS STREET 16TH FL | INDIANAPOLIS | IN | 46204 | NONE | TO FUND THE RECIPIENT'S OPERATING BUDGET | $1,000 | |||||
| VNA & HOSPICE OF COOLEY DICKINSON | |||||||||||
| 168 INDUSTRIAL DRIVE | NORTHAMPTON | MA | 01060 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $5,000 | ||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $1,364 | ||||
| WILLIAMS DEVELOPMENT | |||||||||||
| 880 MAIN STREET HOPKINS HALL | WILLIAMTOWN | MA | 01267 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $5,000 | ||||
| WOMEN IN NEED | |||||||||||
| 115 WEST 31ST STREET 7TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | TO FUND THE RECIPIENT'S OPERATING BUDGET | $250 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $162,683 | 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 | $10,521 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,610 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $144,861 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $211,992 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $211,992 | 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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| MICHAEL YVONNE MARSH | |||||||
| 1 | 101 CENTRAL PARK WEST APT 18B | NEW YORK | NY | 10023 | $53,932 | Yes (X) | |
| MICHAEL YVONNE MARSH | |||||||
| 2 | 101 CENTRAL PARK WEST APT 18B | NEW YORK | NY | 10023 | $42,975 | Yes (X) | |
| MICHAEL YVONNE MARSH | |||||||
| 3 | 101 CENTRAL PARK WEST APT 18B | NEW YORK | NY | 10023 | $107,139 | Yes (X) | |
| MICHAEL YVONNE MARSH | |||||||
| 4 | 101 CENTRAL PARK WEST APT 18B | NEW YORK | NY | 10023 | $9,507 | Yes (X) | |
| MICHAEL YVONNE MARSH | |||||||
| 5 | 101 CENTRAL PARK WEST APT 18B | NEW YORK | NY | 10023 | $8,854 | Yes (X) | |
| MICHAEL YVONNE MARSH | |||||||
| 6 | 101 CENTRAL PARK WEST APT 18B | NEW YORK | NY | 10023 | $26,520 | Yes (X) | |
| MICHAEL YVONNE MARSH | |||||||
| 7 | 101 CENTRAL PARK WEST APT 18B | NEW YORK | NY | 10023 | $250 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,000 SHARES OF MACQUARIE INFRASTRUC LLC STOCK (MIC) | $53,932 | 2013-10-02 |
| 2 | 900 SHARES OF E I DU PONT DE NEMOURS & CO STOCK (DD) | $42,975 | 2013-02-12 |
| 3 | 700 SHARES GOLDMAN SACHS GROUP INC STOCK (GS) | $107,139 | 2013-02-12 |
| 4 | 100 SHARES MC DONALDS CORP STOCK (MCD) | $9,507 | 2013-02-12 |
| 5 | 239 SHARES METLIFE INC STOCK (MET) | $8,854 | 2013-02-12 |
| 6 | 500 SHARES ONEOK, INC STOCK (OKE) | $26,520 | 2013-12-24 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PARENTEBEARD LLC | CategoryTxt |
| Amt | $4,019 | Amt |
| Net Investment Income | $2,009 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,010 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS - #4005 ATTACHED | $0 | $0 |
| CORPORATE BONDS - #5006 ATTACHED | $0 | $0 |
| CORPORATE BONDS - #3008 ATTACHED | $20,000 | $21,770 |
| CORPORATE BONDS - CHARLES SCHWAB | $416,223 | $418,461 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK - #3008 ATTACHED | $165,000 | $202,542 |
| CORPORATE STOCK - #4005 ATTACHED | $0 | $0 |
| CORPORATE STOCK - #5006 ATTACHED | $0 | $0 |
| HEDGE FUNDS - #5006 ATTACHED | $0 | $0 |
| HEDGE FUNDS - #4005 ATTACHED | $0 | $0 |
| REAL ESTATE FUND - #5006 ATTACHED | $0 | $0 |
| CORPORATE STOCK - #8009 ATTACHED | $0 | $0 |
| EQUITY - CHARLES SCHWAB | $1,423,638 | $1,464,116 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | US FIXED INCOME - #3008 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES - ADR FEE | $24 | $24 | $0 |
| INVESTMENT EXPENSES - TAG ASSOCIATES | $6,399 | $6,399 | $0 |
| INVESTMENT EXPENSES - JP MORGAN | $5,264 | $5,264 | $0 |
| MEMBERSHIP FEE | $95 | $0 | $95 |
| NY FILING FEE | $250 | $0 | $250 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK & TAX DIFFERENCE | Description |
| Amount | $29,970 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $277 | $277 | $0 |
| 990PF ESTIMATED TAX | $2,600 | $0 | $0 |