THE BURKE AND VIOLET MARSHALL FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE BURKE AND VIOLET MARSHALL FOUNDATION (EIN 20-8411888)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-28
- IRS object ID
- 202611189349101316
- Schema version
- 2025v4.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- 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 | 2026-04-28T15:50:57-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135069335 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY TRUST COMPANY INTERNATIONAL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MADISON AVENUE SUITE 2000 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208411888 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BURKE AND VIOLET MARSHALL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BURK | BusinessNameControlTxt |
| Phone | 2126324099 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO FTCI - ONE MADISON AVE STE 200 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE MARSHALL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2126324099 | PhoneNum |
| Signature | 2026-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARITY SANTIAGO | PreparerPersonNm |
| PTIN | P01270220 | PTIN |
| Phone | 2126323000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $2,701,955 | 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 | $37,428 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $59,273 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,038 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,977 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $316,751 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $35 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $35 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $89,759 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,073 | 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 |
| Legal Fees Rev And Expnss | $889 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $889 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $448 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $448 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,017 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $508 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,729 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,374 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,355 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,983 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,882 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,592 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $137,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $137,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $161,983 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,882 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $150,592 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$72,224 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,191 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $100,412 | CashBOYAmt |
| Cash EOY | $100,731 | CashEOYAmt |
| Cash EOYFMV | $100,731 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $239,897 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,885 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,885 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $151,117 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $315,460 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $324,666 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,091,233 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,123,430 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,985,099 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $321,979 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $234,747 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $235,574 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,904,638 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,830,253 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,701,955 | 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 | $1,904,638 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,830,253 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,904,638 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,830,253 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,904,638 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,830,253 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,904,638 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$72,224 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,832,414 | SubtotalAmt |
| Other Decreases | $2,161 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,830,253 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (37 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 15 SHS OF AIR PRODUCTS & CHEMICALS INC | P | 2025-03-12 | 2025-12-17 | $3,685 | $4,405 | -$720 | -$720 |
| 30 SHS OF AIR PRODUCTS & CHEMICALS INC | P | 2023-02-22 | 2025-12-17 | $7,369 | $8,265 | -$896 | -$896 |
| 20 SHS OF AMERICAN ELECTRIC POWER | P | 2021-03-22 | 2025-07-15 | $2,093 | $1,682 | $411 | $411 |
| 55 SHS OF AMERICAN ELECTRIC POWER | P | 2021-01-07 | 2025-07-15 | $5,756 | $4,478 | $1,278 | $1,278 |
| 100 SHS OF AMETEK INC | P | 2022-06-08 | 2025-03-12 | $17,718 | $12,218 | $5,500 | $5,500 |
| 15 SHS OF APPLE INC | P | 2024-03-07 | 2025-03-12 | $3,240 | $2,531 | $709 | $709 |
| 35 SHS OF APPLE INC | P | 2024-02-27 | 2025-03-12 | $7,559 | $6,393 | $1,166 | $1,166 |
| 45 SHS OF CHEVRON CORP | P | 2023-02-22 | 2025-03-12 | $6,880 | $7,220 | -$340 | -$340 |
| 15 SHS OF ELECTRONIC ARTS INC | P | 2021-07-12 | 2025-01-31 | $1,841 | $2,114 | -$273 | -$273 |
| 5 SHS OF ELECTRONIC ARTS INC | P | 2021-07-12 | 2025-01-31 | $614 | $705 | -$91 | -$91 |
| 55 SHS OF ELECTRONIC ARTS INC | P | 2021-06-21 | 2025-01-31 | $6,753 | $7,733 | -$980 | -$980 |
| 950 SHS OF ISHARES 5-10Y INV GRADE CORP | P | 2020-11-27 | 2025-12-23 | $51,112 | $58,470 | -$7,358 | -$7,358 |
| 235 SHS OF ISHARES MBS ETF | P | 2023-02-22 | 2025-07-15 | $21,719 | $21,923 | -$204 | -$204 |
| 520 SHS OF ISHARES MBS ETF | P | 2020-12-31 | 2025-07-15 | $48,060 | $57,169 | -$9,109 | -$9,109 |
| 55 SHS OF ISHARES MBS ETF | P | 2022-01-14 | 2025-07-15 | $5,083 | $5,834 | -$751 | -$751 |
| 30 SHS OF MCDONALD'S CORP | P | 2022-11-11 | 2025-03-12 | $8,946 | $8,112 | $834 | $834 |
| 9 SHS OF NETFLIX INC | P | 2025-07-18 | 2025-12-23 | $841 | $1,094 | -$253 | -$253 |
| 6 SHS OF NETFLIX INC | P | 2025-07-15 | 2025-12-23 | $561 | $753 | -$192 | -$192 |
| 1 SHS OF NETFLIX INC | P | 2025-07-18 | 2025-12-23 | $93 | $122 | -$29 | -$29 |
| 54 SHS OF NETFLIX INC | P | 2025-07-15 | 2025-12-23 | $5,045 | $6,780 | -$1,735 | -$1,735 |
| 5 SHS OF NIKE INC -CL B | P | 2014-06-27 | 2025-02-24 | $401 | $195 | $206 | $206 |
| 45 SHS OF NIKE INC -CL B | P | 2013-05-29 | 2025-02-24 | $3,612 | $1,419 | $2,193 | $2,193 |
| 75 SHS OF NIKE INC -CL B | P | 2013-05-29 | 2025-02-24 | $6,019 | $2,365 | $3,654 | $3,654 |
| 40 SHS OF PEPSICO INC | P | 2023-09-06 | 2025-07-15 | $5,369 | $6,954 | -$1,585 | -$1,585 |
| 4872.452 SHS OF PUTNAM U/S DUR INC-Y | P | 2025-07-15 | 2025-12-23 | $49,455 | $49,358 | $97 | $97 |
| 7 SHS OF REGENERON PHARMACEUTICALS | P | 2015-06-24 | 2025-06-11 | $3,655 | $3,616 | $39 | $39 |
| 5 SHS OF REGENERON PHARMACEUTICALS | P | 2021-01-07 | 2025-06-11 | $2,616 | $2,359 | $257 | $257 |
| 3 SHS OF REGENERON PHARMACEUTICALS | P | 2015-06-24 | 2025-06-11 | $1,570 | $1,550 | $20 | $20 |
| 50 SHS OF SCHWAB (CHARLES) CORP | P | 2023-01-19 | 2025-01-21 | $3,941 | $3,797 | $144 | $144 |
| 75 SHS OF SCHWAB (CHARLES) CORP | P | 2022-01-14 | 2025-01-21 | $5,907 | $7,112 | -$1,205 | -$1,205 |
| 25 SHS OF SCHWAB (CHARLES) CORP | P | 2022-01-14 | 2025-01-21 | $1,971 | $2,371 | -$400 | -$400 |
| 5 SHS OF SERVICENOW INC | P | 2021-02-26 | 2025-03-12 | $4,131 | $2,663 | $1,468 | $1,468 |
| 10 SHS OF UNITEDHEALTH GROUP INC | P | 2024-02-27 | 2025-03-12 | $4,835 | $5,232 | -$397 | -$397 |
| 30 SHS OF UNITEDHEALTH GROUP INC | P | 2020-11-27 | 2025-07-15 | $8,733 | $10,100 | -$1,367 | -$1,367 |
| 10 SHS OF UNITEDHEALTH GROUP INC | P | 2020-10-30 | 2025-07-15 | $2,911 | $3,017 | -$106 | -$106 |
| 10 SHS OF UNITEDHEALTH GROUP INC | P | 2021-01-07 | 2025-07-15 | $2,911 | $3,619 | -$708 | -$708 |
| CAPITAL GAINS DIVIDENDS | P | $3,746 | $3,746 | $3,746 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,977 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $670 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $670 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $670 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | 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 | $1,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $330 | OverpaymentAmt |
| Applied To ES Tax | $330 | 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 | DE | 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 | CO FIDUCIARY TRUST COMPANY | IndividualWithBooksNm |
| Phone | 2126324099 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MADISON AVENUE SUITE 2000 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CATHERINE MARSHALL | |||||||||||||
| 482 STATE STREET | BROOKLYN | NY | 11217 | PRESIDENT | 1.00 | $0 | $0 | $0 | |||||
| JANE MARSHALL | |||||||||||||
| 348 CARLTON AVENUE | BROOKLYN | NY | 11238 | DIRECTOR | 1.00 | $0 | $0 | $0 | |||||
| JOSEPHINE PHILLIPS | |||||||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | STABLE COTTAGE LOW GRANGE | HIGH SHINCLIFFE | DURHAM | UK | DH1 2TH | ||||
| 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 | $2,367,091 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $257,233 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,624,324 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,624,324 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,365 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,584,959 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $129,248 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $129,248 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $670 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $670 | TotalTaxAmt |
| Distributable Before Adj | $128,578 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $128,578 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $128,578 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $150,592 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $150,592 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $128,578 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $55,165 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $28,992 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $52,933 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $29,611 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $35,607 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $202,308 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $150,592 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $128,578 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,014 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $224,322 | 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 | $55,165 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $169,157 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $28,992 | ExcessFromYear4Amt |
| Excess From Year3 | $52,933 | ExcessFromYear3Amt |
| Excess From Year2 | $29,611 | ExcessFromYear2Amt |
| Excess From Year1 | $35,607 | ExcessFromYear1Amt |
| Excess From Current Year | $22,014 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMMON JUSTICE | |||||||
| PO BOX 25131 | BROOKLYN | NY | 11202 | NONE | PC | GENERAL PURPOSE | $5,000 |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET STE 700 | CHICAGO | IL | 60601 | NONE | PC | GENERAL PURPOSE | $6,000 |
| LIFEFLIGHT FOUNDATION | |||||||
| PO BOX 859 | AUGUSTA | ME | 04332 | NONE | PC | GENERAL PURPOSE | $5,000 |
| NORTH HAVEN HISTORICAL SOCIETY | |||||||
| PO BOX 322 77 PULPIT HARBOR RD | NORTH HAVEN | ME | 04853 | NONE | PC | GENERAL PURPOSE | $1,000 |
| PLANNED PARENTHOOD | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL PURPOSE | $40,000 |
| THE NATURE CONSERVANCY | |||||||
| 4245 FAIRFAX DRIVE | ARLINGTON | VA | 22203 | NONE | PC | GENERAL PURPOSE | $20,000 |
| VERA INSTITUTE OF JUSTICE | |||||||
| 34 35TH STREET SUITE 4-2A | BROOKLYN | NY | 11232 | NONE | PC | GENERAL PURPOSE | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $137,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,273 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$6,977 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $52,331 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,331 | 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 | VIOLET MARSHALL CHARITABLE LEAD ANNUITY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 482 STATE STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $37,428 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $2,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,900 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES 5-10Y INV GRADE CORP | $89,045 | $91,596 |
| PUTNAM U/S DUR INC-Y | $56,164 | $56,275 |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | $89,538 | $87,703 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (53 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $22,926 | $25,058 |
| ALPHABET INC CLASS C | $35,266 | $141,210 |
| AMAZON | $42,574 | $80,787 |
| AMERICAN TOWER REIT INC | $4,466 | $8,778 |
| APPLE INC | $53,852 | $122,337 |
| ARES MANAGEMENT CORP CL A | $11,555 | $49,297 |
| ASTRAZENECA PLC | $23,206 | $36,772 |
| BLACKROCK INC | $15,249 | $32,110 |
| BROADCOM INC | $17,856 | $51,915 |
| CANADIAN PACIFIC KANSAS CITY | $13,438 | $11,045 |
| CHEVRON CORP | $14,987 | $22,861 |
| CONOCOPHILLIPS | $6,281 | $14,042 |
| COSTSCO WHOLESALE CORP | $4,150 | $25,870 |
| DANAHER CORP | $17,520 | $20,603 |
| DOVER CORP | $13,853 | $17,572 |
| EATON CORP PLC | $17,123 | $38,221 |
| EATON VANCE ATLANTA CAP SMID - CAP FUND | $58,832 | $59,536 |
| ECOLAB INC | $11,862 | $15,751 |
| ELI LILLY & CO | $22,806 | $32,240 |
| EVERGY INC | $13,586 | $14,498 |
| HOME DEPOT INC | $9,130 | $8,602 |
| INTUIT INC | $7,061 | $7,949 |
| IQVIA HOLDINGS INC | $11,017 | $16,906 |
| ISHARES CORE MSCI EAFE ETF | $157,187 | $198,601 |
| ISHARES CORE MSCI EMERGING MARKETS | $34,615 | $43,895 |
| ISHARES CORE S&P SMALL-CAP | $45,638 | $54,081 |
| JOHNSON & JOHNSON | $7,769 | $10,347 |
| JPMORGAN CHASE & CO | $30,422 | $75,722 |
| LAM RESEARCH CORP | $13,278 | $42,795 |
| LINDE PLC | $10,577 | $10,660 |
| MASTERCARD INC CL A | $19,625 | $25,690 |
| MCDONALDS CORP | $16,435 | $22,922 |
| META PLATFORMS INC-CLASS A | $29,102 | $29,704 |
| MICROSOFT CORP | $66,539 | $132,995 |
| MORGAN STANLEY | $20,124 | $35,506 |
| NEXTERA ENERGY INC | $16,154 | $22,077 |
| NVIDIA CORP | $24,028 | $158,525 |
| ORACLE CORP | $18,676 | $19,491 |
| PALO ALTO NETWORKS INC | $7,152 | $7,368 |
| PEPSICO INC | $13,464 | $14,352 |
| PROCTER & GAMBLE CO | $10,024 | $10,748 |
| QUANTA SERVICES INC | $10,298 | $16,882 |
| REPUBLIC SERVICES INC CL A | $8,752 | $14,411 |
| S&P GLOBAL INC | $10,700 | $13,065 |
| SALESFORCE.COM INC | $5,511 | $19,868 |
| SERVICENOW INC | $12,926 | $19,149 |
| STRYKER CORP | $12,454 | $17,574 |
| SYNOPSYS INC | $16,837 | $14,092 |
| TEXAS INSTRUMENTS INC | $12,133 | $13,012 |
| TJX COS | $12,454 | $30,722 |
| TRANE TECHNOLOGIES PLC | $7,113 | $7,784 |
| UNION PACIFIC CORP | $11,393 | $17,349 |
| WALMART INC | $13,454 | $31,752 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $315,460 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $324,666 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HOLLAND & KNIGHT LLP | CategoryTxt |
| Legal Fees | $889 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $889 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND CASH ADJUSTMENT | $313 |
| RETURN OF CAPITAL ADJUSTMENT | $1,846 |
| ROUNDING ADJUSTMENT | $2 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADR FEES | $18 | $18 | $0 |
| FIDUCIARY TRUST COMPANY FEES | $18,711 | $9,356 | $9,355 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION PROCEEDS | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $35 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $35 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CSC | CategoryTxt |
| Amt | $448 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $448 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $508 | $508 | $0 |
| FEDERAL EXCISE TAX | $1,509 | $0 | $0 |