MARK FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARK FAMILY FOUNDATION (EIN 13-7052586)
- Tax period
- 2024-12-01 to 2025-11-30
- Filed
- 2026-03-20
- IRS object ID
- 202630799349100518
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-20T18:06:31-05:00 | ReturnTs |
| Tax Period End | 2025-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137052586 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARK ASSET MANAGEMENT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 2125836001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 667 MADISON AVENUE 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MORRIS MARK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2125836001 | PhoneNum |
| Signature | 2026-03-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 2123721000 | PhoneNum |
| Preparation | 2026-03-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,052,225 | 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 | $610,721 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $134,939 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $134,939 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $209,072 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $204,545 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,780,453 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,077,815 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,100,470 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $669 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $669 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,735,854 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,440,623 | 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 | $23,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,813 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,812 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,251 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,251 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $178 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $178 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $138,849 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $850 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $923 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $173 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $206,826 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,265 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,562 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,044,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,044,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,251,326 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,265 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,057,062 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,484,528 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,384,358 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,075 | CashBOYAmt |
| Cash EOY | $776 | CashEOYAmt |
| Cash EOYFMV | $776 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,540,758 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,769 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,769 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $21,418,652 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,417,342 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $47,547,864 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $200,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $200,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,493,816 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $24,162,485 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,627,887 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,052,225 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $24,162,485 | RetainedEarningBOYAmt |
| Retained Earning EOY | $27,627,887 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,162,485 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,627,887 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,162,485 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,627,887 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,162,485 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,484,528 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $27,647,013 | SubtotalAmt |
| Other Decreases | $19,126 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,627,887 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $32,077,815 | GrossSalesPriceAmt |
| Cost Or Other Basis | $24,977,345 | CostOrOtherBasisAmt |
| Gain Or Loss | $7,100,470 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $7,100,470 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,100,470 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $102,643 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $102,643 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $102,643 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $78,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $78,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $714 | EsPenaltyAmt |
| Tax Due | $25,357 | TaxDueAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123722515 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 667 MADISON AVENUE 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MORRIS MARK | |||||||||
| C/O MARK ASSET MANAGEMENT 667 | MADISON AVENUE 9TH FLOOR | NEW YORK | NY | 10021 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| SUSAN MARK | |||||||||
| C/O MARK ASSET MANAGEMENT 667 | MADISON AVENUE 9TH FLOOR | NEW YORK | NY | 10021 | TRUSTEE | 0.50 | $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 | $40,311,926 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,786,064 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,344,063 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,442,053 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,442,053 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $681,631 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,760,422 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,238,021 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,238,021 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $102,643 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $102,643 | TotalTaxAmt |
| Distributable Before Adj | $2,135,378 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,135,378 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,135,378 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,057,062 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,057,062 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,135,378 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $725,178 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,177,154 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $729,557 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,375,421 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $369,847 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,377,157 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,057,062 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,057,062 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $78,316 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $78,316 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,298,841 | 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 | $646,862 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,651,979 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,177,154 | ExcessFromYear4Amt |
| Excess From Year3 | $729,557 | ExcessFromYear3Amt |
| Excess From Year2 | $1,375,421 | ExcessFromYear2Amt |
| Excess From Year1 | $369,847 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MORRIS MARK | ContributingManagerNm |
| Contributing Manager | SUSAN MARK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALBERT EINSTEIN COLLEGE OF MEDICINE | ||||||
| 1300 MORRIS PARK AVENUE | BRONX | NY | 104611900 | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $1,200 |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | ||||||
| 545 FIFTH AVENUE SUITE 920 | NEW YORK | NY | 10017 | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $55,000 |
| AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC | ||||||
| 122 EAST 42ND STREET SUITE 4507 | NEW YORK | NY | 10168 | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $10,000 |
| AMERICAN JEWISH COMMITTEE | ||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $8,300 |
| ATLANTIC GOLF CLUB EDUCATIONAL FUND INC | ||||||
| PO BOX 1890 | BRIDGEHAMPTON | NY | 11932 | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $20,000 |
| FOUNDATION FOR EDUCATION IN HONDURAS | ||||||
| PO BOX 1702 | NEW YORK | NY | 101501702 | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $5,000 |
| HORACE MANN SCHOOL | ||||||
| 231 WEST 246TH STREET | BRONX | NY | 10471 | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $73,500 |
| JEWISH CENTER OF THE HAMPTONS | ||||||
| 44 WOODS LN | EAST HAMPTON | NY | 11937 | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $1,800 |
| JEWISH FEDERATION OF PALM BEACH COUNTY | ||||||
| 1 HARVARD CIRCLE SUITE 100 | WEST PALM BEACH | FL | 33409 | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $50,000 |
| LINCOLN CENTER FOR THE PERFORMING ARTS | ||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $300,000 |
| MANHATTAN THEATRE CLUB | ||||||
| 311 WEST 43RD ST FL8 | NEW YORK | NY | 10036 | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $6,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||
| 633 THIRD AVENUE 4TH FLOOR FINANCE | NEW YORK | NY | 10017 | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $50,000 |
| MONTEFIORE MEDICAL CENTER | ||||||
| 111 EAST 210TH STREET | BRONX | NY | 10467 | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $2,500 |
| MORSELIFE FOUNDATION | ||||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $100,000 |
| MOUNT SINAI HEALTH SYSTEM | ||||||
| 1 GUSTAVE L LEVY PL | NEW YORK | NY | 100296504 | SO II | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $5,000 |
| NEW YORK PRESBYTERIAN FUND | ||||||
| PO BOX 156 | NEW YORK | NY | 10065 | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $2,000 |
| NYU LANGONE HEALTH SYSTEM | ||||||
| 550 1ST AVENUE | NEW YORK | NY | 10016 | SO II | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $750,000 |
| PARK AVENUE SYNAGOGUE | ||||||
| 50 EAST 87TH STREET | NEW YORK | NY | 10128 | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $121,600 |
| PUBLIC ART FUND INC | ||||||
| 1 E 53RD ST 12 | NEW YORK | NY | 10022 | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $2,000 |
| ROBIN HOOD FOUNDATION | ||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $5,000 |
| SELFHELP COMMUNITY SERVICES | ||||||
| 520 EIGHTH AVENUE | NEW YORK | NY | 10018 | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $3,600 |
| THE JEWISH MUSEUM | ||||||
| 1109 5TH AVENUE EAST 92ND STREET | NEW YORK | NY | 10128 | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $5,000 |
| TOWN OF PALM BEACH UNITED WAY | ||||||
| 44 COCONUT ROW M201 | PALM BEACH | FL | 33480 | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $2,000 |
| TRUSTEES OF THE UNIVERSITY OF PENN | ||||||
| 3451 WALNUT STREET SUITE 305 | PHILADELPHIA | PA | 19104 | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $300,000 |
| UJA FEDERATION OF NEW YORK | ||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION | $165,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,044,500 | 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 | $134,939 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $209,072 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,780,453 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRADE RELATED CREDIT | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $669 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,125,133 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,125,133 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN MARK | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MARK ASSET MANAGEMENT 667 MADIS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $610,721 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1025 SHARES OF META STOCK | NoncashPropertyDesc |
| Fair Market Value | $610,721 | FairMarketValueAmt |
| Received | 2024-12-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $23,625 | Amt |
| Net Investment Income | $11,813 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,812 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC-CL A | $1,597,677 | $4,087,418 |
| ALPHABET INC-CL C | $18,999 | $65,945 |
| AMAZON.COM INC | $1,583,641 | $2,779,283 |
| APPLE COMPUTER INC | $777,777 | $2,385,283 |
| ARM HOLDINGS PLC | $962,790 | $1,457,948 |
| ASML HOLDINGS | $498,508 | $808,780 |
| ATLANTA BRAVES HOLDINGS IN-C | $286,835 | $279,913 |
| BOEING CO | $1,770,014 | $1,915,893 |
| CAPITAL ONE FINANCIAL CORP | $1,248,243 | $1,358,892 |
| CHARLES SCHWAB CORP. | $350,465 | $342,545 |
| CHIME FINANCIAL INC-CL A | $395,976 | $267,844 |
| DISNEY WALT CO | $989,124 | $1,005,211 |
| DUOLINGO | $859,188 | $609,067 |
| FIGMA INC-CL A | $25,382 | $16,833 |
| FLUTTER ENTERTAINMENT PLC-DI | $1,526,723 | $1,490,485 |
| GE AEROSPACE | $27,181 | $200,857 |
| GE VERNOVA LLC | $927,197 | $2,092,598 |
| HUT 8 CORP | $362,320 | $426,105 |
| INTUITIVE SURGICAL INC | $255,583 | $267,815 |
| LAS VEGAS SANDS INC | $257,784 | $399,281 |
| MARTIN MARIETTA MATERIALS | $81,730 | $255,528 |
| META PLATFORMS-A | $1,692,785 | $2,869,770 |
| MICROSOFT CORPORATION | $1,714,153 | $3,429,801 |
| NETFLIX, INC. | $24,072 | $81,223 |
| NEWS CORPORATION CLASS A | $361,162 | $340,131 |
| NIKE CLASS-B | $131,740 | $120,470 |
| NVIDIA CORPORATION | $595,324 | $7,861,986 |
| ORACLE SYSTEMS CORP | $1,190,866 | $1,520,077 |
| PARAMOUNT SKYDANCE CORP | $689,606 | $994,714 |
| PINTEREST INC- CLASS A | $1,089,657 | $856,606 |
| RIOT PLATFORMS INC | $620,599 | $593,245 |
| RTX CORP | $1,232,448 | $1,902,671 |
| SIMON PROPERTY GROUP INC | $199,917 | $385,869 |
| SOFI TECHNOLOGIES INC | $52,322 | $55,458 |
| SPHERE ENTERTAINMENT CO | $29,269 | $39,588 |
| SPOTIFY TECHNOLOGY SA | $474,575 | $572,520 |
| STARBUCKS CORP | $820 | $871 |
| TAIWAN SEMI CONDUCTOR | $147,940 | $151,294 |
| TESLA MOTORS INC | $120,247 | $120,878 |
| VERADIGM INC | $20,480 | $22,605 |
| WELLS FARGO & CO | $439,717 | $677,013 |
| WYNN RESORTS, LIMITED | $1,415,756 | $1,905,879 |
| ZSCALER INC | $370,750 | $531,671 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BARON USA PARTNERS FUND LTD | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $200,000 | BookValueAmt |
| EOYFMV | $1,493,816 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT ON DONATED SECURITIES | $4,344 |
| COST BASIS ADJUSTMENT | $14,782 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NEW YORK STATE FILING FEE | $750 | $0 | $750 |
| ADR FEES | $173 | $173 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRADE RELATED CREDIT | Desc |
| Revenue And Expenses Per Books | $669 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $669 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $669 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODY FEES | CategoryTxt |
| Amt | $43,251 | Amt |
| Net Investment Income | $43,251 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX PAID | $137,999 | $0 | $0 |
| FOREIGN TAX PAID | $850 | $850 | $0 |