DAVID C AND STACY F MARKEL CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DAVID C AND STACY F MARKEL CHARITABLE FOUNDATION (EIN 20-2000896)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-16
- IRS object ID
- 201441369349100114
- Schema version
- 2013v3.1
- 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
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-16T10:18:30-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTGOMERY WIETHORN & BURKE PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20704 GILL RD STE 100 | AddressLine1 |
| City | FARMINGTON HILLS | City |
| State | MI | State |
| ZIP Code | 48335 | 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 | 202000896 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID AND STACY MARKEL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 7347615314 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3060 DOVER PLACE | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48104 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STACY MARKEL | PersonNm |
| Person Title | PRES | PersonTitleTxt |
| Phone | 7347615314 | PhoneNum |
| Signature | 2014-05-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE WIETHORN | PreparerPersonNm |
| PTIN | P00043874 | PTIN |
| Phone | 2484420777 | PhoneNum |
| Preparation | 2014-05-16 | PreparationDt |
| 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 | $190,002 | 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 | $19,477 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $14 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,054 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,054 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,054 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,258 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,258 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,258 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,222 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $7,222 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $37,025 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,326 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $9,290 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,225 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,225 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,469 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,469 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,694 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,694 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,936 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,936 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,630 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,694 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,936 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,395 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,632 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,290 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,646 | CashBOYAmt |
| Cash EOY | $11,613 | CashEOYAmt |
| Cash EOYFMV | $11,613 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $147,160 | CorporateStockBOYAmt |
| Corporate Stock EOY | $157,388 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $178,382 | CorporateStockEOYFMVAmt |
| Other Assets BOY | -$7,200 | OtherAssetsBOYAmt |
| Total Assets BOY | $153,613 | TotalAssetsBOYAmt |
| Total Assets EOY | $169,008 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $190,002 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $153,613 | RetainedEarningBOYAmt |
| Retained Earning EOY | $169,008 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $153,613 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $169,008 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $153,613 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $169,008 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $153,613 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,395 | ExcessRevenueOverExpensesAmt |
| Subtotal | $169,008 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $169,008 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,258 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $44,828 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $134,706 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.332784 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $42,446 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $156,052 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.271999 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $40,646 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $178,522 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.227681 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $48,069 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $149,165 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.322254 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $18,211 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $184,761 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.098565 | DistributionYr5Rt |
| Total Distribution | 1.253283 | TotalDistributionRt |
| Average Distribution | 0.250657 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $173,293 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $43,437 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $66 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $43,503 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,936 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $133 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $133 | SubtotalAmt |
| Tax Based On Investment Income | $133 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $48 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $220 | AppliedToEsTaxAmt |
| Total Payments And Credits | $268 | TotalPaymentsAndCreditsAmt |
| Overpayment | $135 | OverpaymentAmt |
| Applied To ES Tax | $135 | AppliedToESTaxAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STACY MARKEL | IndividualWithBooksNm |
| Phone | 7347615314 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3060 DOVER PLACE | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 481041816 | ZIPCode |
| 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID MARKEL | ||||||||
| 3060 DOVER PLACE | ANN ARBOR | MI | 48104 | PRES | 0.25 | $0 | $0 | $0 |
| STACY MARKEL | ||||||||
| SAME AS ABOVE | ANN ARBOR | MI | 48104 | V.P. | 0.25 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $159,696 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,636 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,600 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $175,932 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $175,932 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,639 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $173,293 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,665 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,665 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $133 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $133 | TotalTaxAmt |
| Distributable Before Adj | $8,532 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,532 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,532 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,936 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $17,936 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $17,936 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,532 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $8,973 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $40,611 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $31,754 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,659 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $38,185 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $154,182 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,936 | QualifyingDistributionsAmt |
| Applied To Current Year | $8,532 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,404 | RemainingDistriFromCorpusAmt |
| Total Corpus | $163,586 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $8,973 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $154,613 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $40,611 | ExcessFromYear4Amt |
| Excess From Year3 | $31,754 | ExcessFromYear3Amt |
| Excess From Year2 | $34,659 | ExcessFromYear2Amt |
| Excess From Year1 | $38,185 | ExcessFromYear1Amt |
| Excess From Current Year | $9,404 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID AND STACY MARKEL - 2012 | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VARIOUS | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | VARIOUS | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $17,936 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,936 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $14 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,054 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,258 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WATERS OAKS, LLC | Desc |
| Related Or Exempt Function Incm | $7,222 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $17,548 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,548 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID AND STACY MARKEL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3060 DOVER PLACE | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $19,477 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,225 | Amt |
| Net Investment Income | $2,225 | NetInvestmentIncomeAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| DAVID MARKEL |
| STACY MARKEL |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS MUTUAL FUNDS | StockNm |
| EOY Book Value | $157,388 | EOYBookValueAmt |
| EOYFMV | $178,382 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WATERS OAKS LLC | Desc |
| BOY Book Value | -$7,200 | BOYBookValueAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WATERS OAKS, LLC | Desc |
| Revenue And Expenses Per Books | $7,222 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $7,222 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID STACY MARKEL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3060 DOVER PLACE | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48104 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MICH LICENSE FEE | $20 | $20 |
| FOREIGN TAXES | $99 | $99 |
| INCOME TAX | $1,350 | $1,350 |