JOHN AND MARY R MARKLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND MARY R MARKLE FOUNDATION (EIN 13-1770307)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-12
- IRS object ID
- 202611329349102476
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T12:25:07-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131770307 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN & MARY R MARKLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2127137600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1270 AVENUE OF THE AMERICAS 12TH F | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON BUTLER | PersonNm |
| Person Title | CFAO | PersonTitleTxt |
| Phone | 2127137600 | PhoneNum |
| Signature | 2026-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH L ALI CPA | PreparerPersonNm |
| PTIN | P02093808 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2026-05-01 | 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 | $128,742,499 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Net Gain Sale Ast Rev And Expnss | $7,954,265 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,931,176 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,516,899 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,088,252 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,323,682 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,042,517 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,840,581 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,294,114 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $55,171 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,238,943 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,450,127 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $88,611 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,361,516 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,058,781 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $55,474 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,014,292 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $224,897 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $190,201 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $81,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $32,520 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $28,780 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,415,032 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $413,649 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $846,092 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $192,828 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $225,511 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $141,130 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $57,352 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $735,764 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,412 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $745,253 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $38,843 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $280 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $38,563 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $9,059 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $72 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $8,987 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $684,386 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $660,227 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $268,274 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,326,261 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,591,279 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,740,901 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,293,614 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,327,261 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,591,279 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,034,515 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,715,256 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,249,302 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,525,389 | CashBOYAmt |
| Cash EOY | $1,157,779 | CashEOYAmt |
| Cash EOYFMV | $1,157,779 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,099,881 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,823,276 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,823,276 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $96,882 | AcctRcvblAmt |
| Acct Rcvbl BOY | $199,371 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $96,882 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $96,882 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $268,742 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $261,058 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $261,058 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $16,237,122 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $16,739,737 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $16,739,737 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $97,997,709 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $100,491,210 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $100,491,210 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,750,108 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,172,557 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,172,557 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $125,078,322 | TotalAssetsBOYAmt |
| Total Assets EOY | $128,742,499 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $128,742,499 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $165,731 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $168,121 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,292,614 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $3,542,040 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,824,764 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,000,385 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,992,885 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $119,077,937 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $125,749,614 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $119,077,937 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $125,749,614 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $125,078,322 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $128,742,499 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $119,077,937 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,715,256 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,983,421 | OtherIncreasesAmt |
| Subtotal | $125,776,614 | SubtotalAmt |
| Other Decreases | $27,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $125,749,614 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| MELLON INVESTMENTS | P | $476 | $476 |
| TREASURY NOTE - 2 YR 01/31/2025 | P | -$21,601 | -$21,601 |
| GQG GLOBAL EQUITY FUND | P | $54,350 | $54,350 |
| JPMORGAN U.S. VALUE FUND CLASS I | P | $72,170 | $72,170 |
| ADAGE CAPITAL PARTNERS, L.P. | P | -$6,795 | -$6,795 |
| ARROWSTREET CAPITAL GLOBAL EQUITY ALPHA EXTENSION FUND LIMITED | P | $1,754,536 | $1,754,536 |
| BAUPOST VALUE PARTNERS LP-IV | P | $42,177 | $42,177 |
| TIFF REALTY & RESOURCES II LLC | P | -$190,684 | -$190,684 |
| TIFF REALTY & RESOURCES III LLC | P | $1,146 | $1,146 |
| TIFF PRIVATE EQUITY PARTNERS 2007 LLC | P | -$26,427 | -$26,427 |
| TIFF PRIVATE EQUITY PARTNERS 2008, LLC | P | $90,278 | $90,278 |
| ROCKEFELLER ACCESS FUND I, LLC | P | -$8,063 | -$8,063 |
| 2006 SPECIAL GLOBAL OPPORTUNITIES, LLC | P | -$262 | -$262 |
| ROCKEFELLER ACCESS FUND 06-I, LLC | P | -$3,779 | -$3,779 |
| ROCKEFELLER SPECIAL GLOBAL OPPORTUNTIES DISTRESSED FUND, LLC | P | -$13,523 | -$13,523 |
| COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS VI, LP | P | -$272 | -$272 |
| COMMONFUND CAPITAL VENTURE PARTNERS VII, LP | P | $2,073 | $2,073 |
| COMMONFUND CAPITAL INTERNATIONAL PARTNERS VI, LP | P | -$8,549 | -$8,549 |
| COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS VII, LP | P | $63,680 | $63,680 |
| COMMONFUND CAPITAL VENTURE PARTNERS VIII, LP | P | $10,730 | $10,730 |
| COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS VIII, LP | P | $87,774 | $87,774 |
| COMMONFUND CAPITAL VENTURE PARTNERS X, LP | P | $132,146 | $132,146 |
| COMMONFUND CAPITAL VENTURE PARTNERS XI, LP | P | $124,183 | $124,183 |
| GLYNN PARTNERS IV, LP | P | -$437 | -$437 |
| WARBURG PINCUS PRIVATE EQUITY (E&P) XII (B), L.P. | P | -$11,795 | -$11,795 |
| WARBURG PINCUS PRIVATE EQUITY XII, LP | P | $66,227 | $66,227 |
| 8VC FUND II, LP | P | -$26,481 | -$26,481 |
| GOODWATER CAPITAL III, LP | P | $6,359 | $6,359 |
| RADIAN CAPITAL PARTNERS II, L.P. | P | $10,588 | $10,588 |
| FELICIS VENTURES VII | P | $9,399 | $9,399 |
| FELICIS VENTURES VIII | P | $6 | $6 |
| RIVERSTONE TE PARTNERS V, LP | P | $97 | $97 |
| ENCAP FLATROCK MIDSTREAM FUND III LP | P | $14,345 | $14,345 |
| ENCAP ENERGY CAPITAL X LP | P | $174,282 | $174,282 |
| JMI EQUITY X-A | P | $64,195 | $64,195 |
| GQG PARTNERS GLOBAL EQUITY FUND | P | $54,350 | $54,350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,516,899 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $128,565 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $128,565 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $128,565 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $186,775 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $236,775 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $108,210 | OverpaymentAmt |
| Applied To ES Tax | $108,210 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | 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 | WWW.MARKLE.ORG | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 2127137600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1270 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (12 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 |
|---|---|---|---|---|---|---|---|---|---|
| SUZANNE NORA JOHNSON | |||||||||
| C/O THE MARKLE FOUNDATION 1270 | AVENUE OF THE AMERICAS 12TH FL | NEW YORK | NY | 10020 | CHAIR | 3.00 | $0 | $0 | $0 |
| STEVEN DENNING | |||||||||
| C/O THE MARKLE FOUNDATION 1270 | AVENUE OF THE AMERICAS 12TH FL | NEW YORK | NY | 10020 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| CHERYL COHEN EFFRON | |||||||||
| C/O THE MARKLE FOUNDATION 1270 | AVENUE OF THE AMERICAS 12TH FL | NEW YORK | NY | 10020 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| MARGARET HOOVER | |||||||||
| C/O THE MARKLE FOUNDATION 1270 | AVENUE OF THE AMERICAS 12TH FL | NEW YORK | NY | 10020 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| DR CHRIS HOWARD | |||||||||
| C/O THE MARKLE FOUNDATION 1270 | AVENUE OF THE AMERICAS 12TH FL | NEW YORK | NY | 10020 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| HON GILMAN LOUIE | |||||||||
| C/O THE MARKLE FOUNDATION 1270 | AVENUE OF THE AMERICAS 12TH FL | NEW YORK | NY | 10020 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| DR JAMES MANYIKA | |||||||||
| C/O THE MARKLE FOUNDATION 1270 | AVENUE OF THE AMERICAS 12TH FL | NEW YORK | NY | 10020 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| KATHLEEN MURPHY | |||||||||
| C/O THE MARKLE FOUNDATION 1270 | AVENUE OF THE AMERICAS 12TH FL | NEW YORK | NY | 10020 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| STANLEY S SHUMAN | |||||||||
| C/O THE MARKLE FOUNDATION 1270 | AVENUE OF THE AMERICAS 12TH FL | NEW YORK | NY | 10020 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| ELLEN V FUTTER | |||||||||
| C/O THE MARKLE FOUNDATION 1270 | AVENUE OF THE AMERICAS 12TH FL | NEW YORK | NY | 10020 | PRESIDENT | 40.00 | $500,000 | $75,742 | $0 |
| SHARON BUTLER | |||||||||
| C/O THE MARKLE FOUNDATION 1270 | AVENUE OF THE AMERICAS 12TH FL | NEW YORK | NY | 10020 | TREASURER/CFAO | 40.00 | $421,714 | $118,430 | $0 |
| JANA JUGINOVIC | |||||||||
| C/O THE MARKLE FOUNDATION 1270 | AVENUE OF THE AMERICAS 12TH FL | NEW YORK | NY | 10020 | SECY/CHIEF COMMS | 40.00 | $372,400 | $73,755 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| TODD STOUT | ||||||||
| 1270 AVENUE OF THE AMERICAS 12TH FL | NEW YORK | NY | 10020 | DIRECTOR, INFORMATIO | 40.00 | $281,160 | $97,713 | $0 |
| MICHAEL PASSAMONTE | ||||||||
| 1270 AVENUE OF THE AMERICAS 12TH FL | NEW YORK | NY | 10020 | MANAGER, ACCOUNTING | 40.00 | $201,500 | $49,879 | $0 |
| DANNA LINDSAY | ||||||||
| 1270 AVENUE OF THE AMERICAS 12TH FL | NEW YORK | NY | 10020 | ADMINISTRATIVE MANAG | 40.00 | $146,240 | $76,320 | $0 |
| CAROLINE GONZALEZ | ||||||||
| 1270 AVENUE OF THE AMERICAS 12TH FL | NEW YORK | NY | 10020 | DIRECTOR, COMMUNICAT | 40.00 | $137,842 | $36,830 | $0 |
| MEGHANN WALMSLEY | ||||||||
| 1270 AVENUE OF THE AMERICAS 12TH FL | NEW YORK | NY | 10020 | ASSOCIATE, HUMAN RES | 40.00 | $125,000 | $38,157 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 6 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BOSTON CONSULTING GROUP | |||||
| 1075 PEACHTREE STREET NE SUITE 3800 | ATLANTA | GA | 30309 | PROJECT CONSULTING | $750,000 |
| GQG GLOBAL EQUITY FUND | |||||
| 450 EAST LAS OLAS BLVD SUITE 750 | FT LAUDERDALE | FL | 33301 | INVESTMENT MANAGEMENT | $315,052 |
| EAST END ADVISORS | |||||
| 610 FIFTH AVENUE | NEW YORK | NY | 10020 | INVESTMENT CONSULTING | $250,000 |
| BAUPOST PARTNERS | |||||
| 10 ST JAMES AVE SUITE 1700 | BOSTON | ME | 02116 | INVESTMENT MANAGEMENT | $245,862 |
| ADAGE CAPITAL PARTNERS | |||||
| 200 CLARENDON STREET | BOSTON | MA | 02116 | INVESTMENT MANAGEMENT | $227,912 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE STATEMENT 13 | Description1Txt |
| Expenses1 | $1,859,325 | Expenses1Amt |
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 | $115,512,527 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,970,467 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $123,482,994 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $123,482,994 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,852,245 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $121,630,749 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,081,537 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,081,537 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $128,565 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $76,690 | IncomeTaxAmt |
| Total Tax | $205,255 | TotalTaxAmt |
| Distributable Before Adj | $5,876,282 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,876,282 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,876,282 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,034,515 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,034,515 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,876,282 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,016,339 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,549,087 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,803,917 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,602,775 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,098,542 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $38,070,660 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,034,515 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,876,282 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,158,233 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $40,228,893 | 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 | $8,016,339 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,212,554 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,549,087 | ExcessFromYear4Amt |
| Excess From Year3 | $7,803,917 | ExcessFromYear3Amt |
| Excess From Year2 | $6,602,775 | ExcessFromYear2Amt |
| Excess From Year1 | $8,098,542 | ExcessFromYear1Amt |
| Excess From Current Year | $2,158,233 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ASSOCIATION OF CHAMBER OF COMMERCE EXECUTIVES FOUNDATION | ||||||||
| 277 S WASHINGTON ST SUITE 210 | ALEXANDRIA | VA | 22314 | N/A | PC | SUPPORT GRANTEE TO EXPAND UNDERSTANDING AND IMPLEMENTATION OF SKILLS-BASED PRACTICES WITHIN THE CHAMBER COMMUNITY | $125,000 | |
| CICP FOUNDATION INC | ||||||||
| 1210 WATERWAY BLVD SUITE 5000 | INDIANAPOLIS | IN | 46202 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| CONCILIO DE ORGANIZACIONES HISPANAS | ||||||||
| 141 E HUNTING PARK AVE | PHILADELPHIA | PA | 19124 | N/A | PC | GRANT TO SUPPORT RAA CAREER COACHING | $75,000 | |
| INSTITUTE FOR WORKFORCE EXCELLENCE INC | ||||||||
| 115 WEST WASHINGTON STREET SUITE | INDIANAPOLIS | IN | 46204 | N/A | PC | GENERAL SUPPORT | $1,000 | 850S |
| JOBS FOR THE FUTURE | ||||||||
| 50 MILK STREET 17TH FLOOR | BOSTON | MA | 02109 | N/A | PC | SUPPORT CONTINUATION OF THE REWORK AMERICA ALLIANCE | $1,500,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||||
| 28 LIBERTY STREET - 34TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | SUPPORT THE GRANTEES PARTICIPATION AND LEADERSHIP IN THE REWORK AMERICA ALLIANCE. | $75,000 | |
| NATIONAL URBAN LEAGUE INC | ||||||||
| 80 PINE STREET - 9TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | SUPPORT THE GRANTEES PARTICIPATION AND LEADERSHIP IN THE REWORK AMERICA ALLIANCE. | $214,114 | |
| NEW YORK PRESBYTERIAN FUND INC | ||||||||
| 525 E 68TH STREET | NEW YORK | NY | 10065 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| SOUTHWEST ECONOMIC SOLUTIONS INC DBA MISIDE WEALTH | ||||||||
| 5716 MICHIGAN AVE SUITE 3000 | DETROIT | MI | 48210 | N/A | PC | GRANT TO SUPPORT RAA CAREER COACHING | $75,000 | |
| UNIDOSUS | ||||||||
| 1126 16TH STREET NW - 600 | WASHINGTON | DC | 20036 | N/A | PC | SUPPORT GRANTEES PARTICIPATION AND LEADERSHIP IN THE REWORK AMERICA ALLIANCE. | $225,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,293,614 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $151,685 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,502,278 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $303,213 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,651,052 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| MISCELLANEOUS INCOME | 01 | $18 |
| RENTAL INCOME TO OFFSET OCCUPANCY EXPENSE | 16 | $434,271 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $454,898 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,587,619 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,042,517 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT & TAX SERVICES | CategoryTxt |
| Amt | $81,300 | Amt |
| Net Investment Income | $32,520 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,780 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUMMARY OF DIRECT CHARITABLE ACTIVITIES | IdentifierTxt |
| Form And Line Reference | FORM 990PF: PART VIII-A | FormAndLineReferenceDesc |
| Medium Explanation | STRATEGIC REVIEW AND DEVELOPMENT OF AI FOR PUBLIC GOOD INITIATIVEIN FY25, MARKLE CONTINUED AND ADVANCED THE STRATEGIC REVIEW BEGUN IN FY24 TO DETERMINE THE FOUNDATION'S NEXT MAJOR INITIATIVE. RECOGNIZING THAT ARTIFICIAL INTELLIGENCE HAD REACHED AN INFLECTION POINT IN CAPABILITY AND ADOPTION TRANSFORMING IN LESS THAN THREE YEARS INTO A MAINSTREAM FORCE WITH DIRECT IMPLICATIONS FOR NATIONAL AND ECONOMIC SECURITY, COMPETITIVENESS, AND THE WELL-BEING OF AMERICANS MARKLE DETERMINED TO PURSUE AN AI FOR GOOD INITIATIVE AS ITS NEXT BODY OF WORK.THE FOUNDATION COMMISSIONED A COMPREHENSIVE LANDSCAPE ANALYSIS OF THE AI ENVIRONMENT TO IDENTIFY AREAS OF SIGNIFICANT NEED AND OPPORTUNITY THAT WERE NOT BEING ADEQUATELY ADDRESSED BY EXISTING EFFORTS IN THE PUBLIC, PRIVATE, OR PHILANTHROPIC SECTORS. WORKING WITH EXPERTS, MARKLE CONDUCTED EXTENSIVE EXPERT INTERVIEWS AND RESEARCH ACROSS SEVERAL POTENTIAL AI INITIATIVE AREAS, INCLUDING SMART AND SAFE CITIES, AI-ENABLED DISASTER PREPAREDNESS AND RESPONSE, AI TALENT DEVELOPMENT, RESEARCH AND DEVELOPMENT, AND NATIONAL SECURITY APPLICATIONS. IT THEN EVALUATED EACH AREA AGAINST CRITERIA INCLUDING MANAGEABILITY WITHIN THE FOUNDATION'S FINANCIAL CAPACITY, TIMELINESS AND URGENCY OF IMPACT, AND LIKELIHOOD OF PRODUCING MEANINGFUL, ACTIONABLE RESULTS.THROUGH THIS PROCESS, MARKLE NARROWED THE FIELD TO INITIATIVES FOCUSED ON AI ADOPTION AT THE STATE AND LOCAL LEVEL, WHERE GOVERNMENTS SERVE AS THE PRIMARY DELIVERY MECHANISM FOR PUBLIC SERVICES. MARKLE'S RESEARCH IDENTIFIED THAT AS OF LATE 2024, ONLY 2% OF U.S. CITIES REPORTED ACTIVELY IMPLEMENTING GENERATIVE AI, INDICATING A SIGNIFICANT UNTAPPED OPPORTUNITY. IT FURTHER DETERMINED THAT PHILANTHROPIC FUNDING COULD PLAY A CRITICAL ROLE IN DE-RISKING AI INNOVATION AT THE LOCAL LEVEL WHERE BUDGETS ARE TIGHT AND THE CAPACITY TO EXPERIMENT IS LIMITED.BY THE END OF FY25, MARKLE HAD DEVELOPED DETAILED HIGH-LEVEL ACTIVATION PLANS FOR THE MOST PROMISING INITIATIVE AREAS AND CONTINUED REFINING ITS APPROACH THROUGH ADDITIONAL RESEARCH AND STAKEHOLDER CONSULTATION. THIS WORK LAID THE FOUNDATION FOR MARKLE'S FORMAL APPROVAL IN FY26 OF THE AI FOR DISASTERS AND EMERGENCIES (AIDE) INITIATIVE, A MULTISECTOR, BIPARTISAN EFFORT TO IDENTIFY AND ASSESS PRACTICAL, AFFORDABLE AI APPROACHES FOR EMERGENCY MANAGEMENT ACROSS THE NATURAL DISASTER LIFECYCLE. DURING FY26, MARKLE BEGAN WORKING WITH THE ASPEN DIGITAL, THE RAND CORPORATION, AND OTHER EXPERTS ON OUTLINING THE RESEARCH AND IMPLEMENTATION ACTIVITIES FOR THE AIDE INITIATIVE INCLUDING A TECHNICAL ASSESSMENT OF EXISTING AI TOOLS, EVALUATION OF HOW AI COULD BEST ASSIST EMERGENCY MANGERS AND OTHERS IN THE FIELD, AND WHAT WOULD BE NEEDED TO ENABLE SUCCESSFUL ADOPTION OF AI. A MAJOR SUMMIT IS PLANNED TO DISCUSS AND ASSESS THESE RESULTS AND NEXT STEPS. | MediumExplanationTxt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $16,739,737 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $16,739,737 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (38 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 8VC FUND II | FMV | $2,930,351 | $2,930,351 |
| ADAGE CAPITAL PARTNERS | FMV | $18,052,621 | $18,052,621 |
| ARROWSTREET CAPITAL GLOBAL EQUITY | FMV | $15,465,978 | $15,465,978 |
| BAUPOST CAPITAL PARTNERS IV | FMV | $7,063,967 | $7,063,967 |
| BLACKSTONE REAL ESTATE INCOME TRUST | FMV | $4,790,831 | $4,790,831 |
| CANTILLON GLOBAL EQUITY FUND CLASS N1 | FMV | $13,240,427 | $13,240,427 |
| GQG GLOBAL EQUITY | FMV | $5,058,110 | $5,058,110 |
| COMMONFUND INTERNATIONAL VI | FMV | $2,128 | $2,128 |
| COMMONFUND PRIVATE EQUITY VI | FMV | $8,945 | $8,945 |
| COMMONFUND PRIVATE EQUITY VII | FMV | $185,045 | $185,045 |
| COMMONFUND PRIVATE EQUITY VIII | FMV | $646,178 | $646,178 |
| COMMONFUND VENTURE VII | FMV | $210,240 | $210,240 |
| COMMONFUND VENTURE VIII | FMV | $331,723 | $331,723 |
| COMMONFUND VENTURE X | FMV | $1,759,914 | $1,759,914 |
| COMMONFUND VENTURE XI | FMV | $1,877,186 | $1,877,186 |
| ENCAP ENERGY PARTNERS X | FMV | $721,021 | $721,021 |
| ENCAP FLATROCK MIDSTREAM FUND III | FMV | $665,742 | $665,742 |
| FELICIS FOCUS FUND I | FMV | $363,945 | $363,945 |
| FELICIS VENTURES VII | FMV | $621,058 | $621,058 |
| FELICIS VENTURES VIII | FMV | $693,552 | $693,552 |
| FINEPOINT CAPITAL | FMV | $105,150 | $105,150 |
| GLYNN PARTNERS IV | FMV | $1,406,018 | $1,406,018 |
| GOODWATER CAPITAL FUND III | FMV | $734,728 | $734,728 |
| JMI EQUITY X-A | FMV | $1,321,720 | $1,321,720 |
| JP MORGAN US VALUE - VGIIX | FMV | $5,461,544 | $5,461,544 |
| RA CAPITAL HEALTHCARE | FMV | $2,525,213 | $2,525,213 |
| RADIAN CAPITAL FUND II | FMV | $953,939 | $953,939 |
| RIVERSTONE GLOBAL POWER & ENERGY V | FMV | $22,410 | $22,410 |
| ROCKEFELLER ACCESS FD 06-1 | FMV | $401,996 | $401,996 |
| ROCKEFELLER ACCESS FUND I | FMV | $114,110 | $114,110 |
| ROCKEFELLER SPECIAL GLOBAL OPPORTUNITIES DISTRESSED | FMV | $42,128 | $42,128 |
| ROCKEFELLER SPECIAL GLOBAL OPPORTUNITIES 2006 | FMV | $16,913 | $16,913 |
| TCI - CHILDRENS INVESTMENT FUND | FMV | $10,650,400 | $10,650,400 |
| TIFF PEP 2007 | FMV | $404,519 | $404,519 |
| TIFF PEP 2008 | FMV | $264,080 | $264,080 |
| TIFF REALTY & RESOURCES II | FMV | $3,999 | $3,999 |
| TIFF REALTY & RESOURCES III | FMV | $159,531 | $159,531 |
| WARBURG PINCUS PRIVATE EQUITY XII | FMV | $1,213,850 | $1,213,850 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (4 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GENERAL COUNSEL | $178,140 | $0 | $145,476 |
| REAL ESTATE | $6,374 | $0 | $3,762 |
| EMPLOYMENT COUNSEL | $35,806 | $0 | $35,806 |
| TRADEMARK | $4,577 | $0 | $5,157 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $187,836 | $187,836 | $187,836 |
| RIGHT OF USE ASSETS - OPERATING LEASE | $2,562,272 | $1,984,721 | $1,984,721 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX EXPENSE | Desc |
| Amt | $27,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES AND GENERAL OFFICE EXPENSES | $179,570 | $1,278 | $168,691 |
| LEASING, REPAIRS AND MAINTENANCE | $9,767 | $78 | $9,689 |
| POSTAGE, SHIPPING AND MESSENGER SERVICES | $2,101 | $17 | $2,084 |
| INSURANCE | $84,554 | $677 | $80,194 |
| BOARD OF DIRECTORS | $7,585 | $60 | $7,616 |
| OTHER PARTNERSHIP EXPENSES | $400,809 | $658,117 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME | $3,531 | $3,531 | $3,531 |
| PARTNERSHIP AND MUTUAL FUND INCOME | $3,650,432 | $7,885,862 | $3,650,432 |
| MISCELLANEOUS INCOME | $18 | $18 | $18 |
| RENTAL INCOME TO OFFSET OCCUPANCY EXPENSE | $434,271 | $434,271 | $434,271 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN UNREALIZED APPRECIATION ON INVESTMENTS | $1,982,252 |
| OTHER INV - UNREALIZED GAINS | $1,169 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX PAYABLE | $362,000 | $389,000 |
| LEASE LIABILITY | $3,132,064 | $2,435,764 |
| FEDERAL EXCISE TAX PAYABLE | $47,976 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $250,000 | $250,000 | $0 |
| INVESTMENT MANAGEMENT FEES | $321,945 | $163,649 | $0 |
| PROJECT LANDSCAPE ANALYSIS | $750,000 | $0 | $750,000 |
| ADVISORY SERVICES | $8,600 | $0 | $8,750 |
| STATE REGISTRATION SERVICES | $0 | $0 | $2,079 |
| HUMAN RESOURCES CONSULTING | $9,447 | $0 | $15,447 |
| WEBSITE AND GRAPHICS | $73,863 | $0 | $68,713 |
| SALARY BENCHMARKING | $74 | $0 | $0 |
| SEARCH FIRM | $1,103 | $0 | $1,103 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $93,249 | $0 | $0 |
| FOREIGN TAXES ON INVESTMENTS | $47,881 | $57,352 | $0 |