MARKS FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MARKS FAMILY FOUNDATION (EIN 46-1352263)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-01
- IRS object ID
- 202301219349103355
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-01T13:28:10-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 FIFTH AVENUE | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461352263 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 2069569471 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 FIRST AVENUE 2700 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98121 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN J MARKS | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2069569471 | PhoneNum |
| Signature | 2023-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRIAN | PersonFirstNm |
| Person Last | MARKS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEELEY KENNETT | PreparerPersonNm |
| PTIN | P01336754 | PTIN |
| Phone | 2065777880 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,131,151 | 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 | $680,867 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $294,915 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $294,915 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $682,635 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,158,151 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $682,635 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $503 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $503 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,658,920 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $978,053 | 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 | $11,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,482 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,158 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $53,440 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,440 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,353 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,353 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,805 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,739 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $66 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,598 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,014 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,224 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $782,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $782,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $851,598 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,014 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $786,224 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $807,322 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $913,039 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $400,450 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $598,254 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $598,254 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $14,808,816 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,368,334 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,622,897 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $860,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $910,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $910,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,069,266 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,876,588 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,131,151 | 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 | $16,069,266 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,876,588 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,069,266 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,876,588 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,069,266 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,876,588 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,069,266 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $807,322 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,876,588 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,876,588 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| GS X1950-5 - PUBLICLY TRADED SECURITIES | 2022-12-31 | $6 | $6 | $6 | ||
| GS X1950-5 - PUBLICLY TRADED SECURITIES | 2022-12-31 | $257,002 | $104,010 | $104,010 | $152,992 | |
| GS X1950-5 - PUBLICLY TRADED SECURITIES | 2022-12-31 | $18,733 | $642 | $642 | $18,091 | |
| GS X1951-3 - PUBLICLY TRADED SECURITIES | 2022-12-31 | $128,792 | $29,566 | $29,566 | $99,226 | |
| GS X1951-3 - PUBLICLY TRADED SECURITIES | 2022-12-31 | $31,129 | $5,502 | $5,502 | $25,627 | |
| GS X7670-1 - PUBLICLY TRADED SECURITIES | 2022-12-31 | $56,777 | $56,777 | $56,777 | ||
| GS X7670-1 - PUBLICLY TRADED SECURITIES | 2022-12-31 | $269,244 | $107,505 | $107,505 | $161,739 | |
| GS X7670-1 - PUBLICLY TRADED SECURITIES | 2022-12-31 | $115,809 | -$22,024 | -$22,024 | $137,833 | |
| GS X7842-2 - PUBLICLY TRADED SECURITIES | 2022-12-31 | $401,361 | $345,307 | $345,307 | $56,054 | |
| GS X7854-7 - PUBLICLY TRADED SECURITIES | 2022-12-31 | $51,997 | $51,997 | $51,997 | ||
| GS X7854-7 - PUBLICLY TRADED SECURITIES | 2022-12-31 | $2,934,921 | $72,451 | $72,451 | $2,862,470 | |
| GS X7854-7 - PUBLICLY TRADED SECURITIES | 2022-12-31 | $380,356 | -$42,996 | -$42,996 | $423,352 | |
| GS X7952-9 - PUBLICLY TRADED SECURITIES | 2022-12-31 | $159,026 | -$7,662 | -$7,662 | $166,688 | |
| GS X7952-9 - PUBLICLY TRADED SECURITIES | 2022-12-31 | $352,887 | -$18,557 | -$18,557 | $371,444 | |
| CAPITAL GAINS DIVIDENDS | $111 | $111 | $111 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $682,635 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,691 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,691 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,691 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,000 | 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 | $36,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,309 | OverpaymentAmt |
| Applied To ES Tax | $23,309 | 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 | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | BRIAN J MARKS | IndividualWithBooksNm |
| Phone | 2069569471 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 FIRST AVENUE 2700 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98121 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN J MARKS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 FIRST AVENUE 2700 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $15,449,725 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $465,875 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,915,600 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,915,600 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $238,734 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,676,866 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $783,843 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $783,843 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,691 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,691 | TotalTaxAmt |
| Distributable Before Adj | $771,152 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $771,152 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $771,152 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $786,224 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $786,224 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $771,152 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $43,611 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $43,611 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $786,224 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $771,152 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,072 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $58,683 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $58,683 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $43,611 | ExcessFromYear1Amt |
| Excess From Current Year | $15,072 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRIAN J MARKS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADAS YESHURUN SYNAGOGUE | ||||||
| 935 JOHNS ROAD | AUGUSTA | GA | 30904 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $13,000 |
| BAINBRIDGE ARTISAN RESOURCE NETWORK | ||||||
| 8890 THREE TREE LANE NE | BAINBRIDGE ISLAND | WA | 98110 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $10,000 |
| BAINBRIDGE ISLAND LAND TRUST | ||||||
| PO BOX 10144 | BAINBRIDGE ISLAND | WA | 98110 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $16,000 |
| BAINBRIDGE ISLAND MUSEUM OF ART | ||||||
| 550 WINSLOW WAY E | BAINBRIDGE ISLAND | WA | 98110 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $10,000 |
| BAINBRIDGE ISLAND PARKS FOUNDATION | ||||||
| PO BOX 11127 | BAINBRIDGE ISLAND | WA | 98110 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $10,000 |
| BAINBRIDGE YOUTH SERVICES | ||||||
| PO BOX 11173 | BAINBRIDGE ISLAND | WA | 98110 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $10,000 |
| BELLEVUE ARTS MUSEUM | ||||||
| 510 BELLEVUE WAY NE | BELLEVUE | WA | 98004 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $5,000 |
| BLOEDEL RESERVE | ||||||
| 7571 NE DOLPHIN DR | BAINBRIDGE ISLAND | WA | 98110 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $13,000 |
| BOYS & GIRLS CLUBS OF GREATER AUGUSTA | ||||||
| 624 CHAFEE AVE | AUGUSTA | GA | 30904 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $25,000 |
| BRICK BY BRICK PARTNERS | ||||||
| 232 7TH STREET | BROOKLYN | NY | 11215 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $5,000 |
| CLASSICAL KING FM | ||||||
| 363 MERCER STREET SUITE 200 | SEATTLE | WA | 98109 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $5,000 |
| EARLY MUSIC SEATTLE | ||||||
| PO BOX 25893 | SEATTLE | WA | 98125 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $2,500 |
| GOLDEN HARVEST FOOD BANK | ||||||
| 3310 COMMERCE DRIVE | AUGUSTA | GA | 30909 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $10,000 |
| HELPLINE HOUSE | ||||||
| 282 KNECHTEL WAY NE | BAINBRIDGE ISLAND | WA | 98110 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $15,000 |
| ISLAND VOLUNTEER CAREGIVERS | ||||||
| PO BOX 11253 | BAINBRIDGE ISLAND | WA | 98110 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $10,000 |
| ISLANDWOOD | ||||||
| 4450 BLAKELY AVENUE NE | BAINBRIDGE ISLAND | WA | 98110 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $15,000 |
| JEWISH COMMUNITY CENTER AND FEDERATION OF AUGUSTA | ||||||
| 209 PITCARIN WAY | AUGUSTA | GA | 30909 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $110,000 |
| PEACOCK FAMILY SERVICES | ||||||
| 305 MADISON AVENUE N SUITE C | BAINBRIDGE ISLAND | WA | 98110 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $5,000 |
| PIEDMONT AUGUSTA FOUNDATION | ||||||
| 1350 WALTON WAY | AUGUSTA | GA | 30901 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $20,000 |
| PILCHUCK GLASS SCHOOL | ||||||
| 240 2ND AVE S 100 | SEATTLE | WA | 98104 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $35,000 |
| PUGET SOUND RESTORATION FUND | ||||||
| 8001 NE DAY RD | BAINBRIDGE ISLAND | WA | 98110 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $10,000 |
| PUGET SOUNDKEEPER ALLIANCE | ||||||
| 130 NICKERSON STREET 107 | SEATTLE | WA | 98109 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $2,500 |
| RESTART STUDIO | ||||||
| 229 TERRY STREET SUITE 1 | LONGMONT | CO | 80501 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $10,000 |
| SEATTLE OPERA ANNUAL FUND | ||||||
| 363 MERCER STREET | SEATTLE | WA | 98109 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $275,000 |
| SEATTLE SYMPHONY ANNUAL FUND | ||||||
| 200 UNIVERSITY STREET | SEATTLE | WA | 98101 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $125,000 |
| THE JESSYE NORMAN SCHOOL OF ARTS | ||||||
| 739 GREENE STREET | AUGUSTA | GA | 30901 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $5,000 |
| UNITED WAY OF THE CSRA | ||||||
| 1765 BROAD STREET | AUGUSTA | GA | 30904 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $782,000 | 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 | $294,915 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $503 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $682,635 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $978,053 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $978,053 | 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 (21 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| BRIAN J MARKS | ||||||
| 1 | 2000 FIRST AVENUE 2700 | SEATTLE | WA | 98121 | $40,622 | Yes (X) |
| BRIAN J MARKS | ||||||
| 2 | 2000 FIRST AVENUE 2700 | SEATTLE | WA | 98121 | $90 | Yes (X) |
| BRIAN J MARKS | ||||||
| 3 | 2000 FIRST AVENUE 2700 | SEATTLE | WA | 98121 | $461 | Yes (X) |
| BRIAN J MARKS | ||||||
| 4 | 2000 FIRST AVENUE 2700 | SEATTLE | WA | 98121 | $6,096 | Yes (X) |
| BRIAN J MARKS | ||||||
| 5 | 2000 FIRST AVENUE 2700 | SEATTLE | WA | 98121 | $29,172 | Yes (X) |
| BRIAN J MARKS | ||||||
| 6 | 2000 FIRST AVENUE 2700 | SEATTLE | WA | 98121 | $74,801 | Yes (X) |
| BRIAN J MARKS | ||||||
| 7 | 2000 FIRST AVENUE 2700 | SEATTLE | WA | 98121 | $37,318 | Yes (X) |
| BRIAN J MARKS | ||||||
| 8 | 2000 FIRST AVENUE 2700 | SEATTLE | WA | 98121 | $65,639 | Yes (X) |
| BRIAN J MARKS | ||||||
| 9 | 2000 FIRST AVENUE 2700 | SEATTLE | WA | 98121 | $20,383 | Yes (X) |
| BRIAN J MARKS | ||||||
| 10 | 2000 FIRST AVENUE 2700 | SEATTLE | WA | 98121 | $20,650 | Yes (X) |
| BRIAN J MARKS | ||||||
| 11 | 2000 FIRST AVENUE 2700 | SEATTLE | WA | 98121 | $10,010 | Yes (X) |
| BRIAN J MARKS | ||||||
| 12 | 2000 FIRST AVENUE 2700 | SEATTLE | WA | 98121 | $56,339 | Yes (X) |
| BRIAN J MARKS | ||||||
| 13 | 2000 FIRST AVENUE 2700 | SEATTLE | WA | 98121 | $11,258 | Yes (X) |
| BRIAN J MARKS | ||||||
| 14 | 2000 FIRST AVENUE 2700 | SEATTLE | WA | 98121 | $28,742 | Yes (X) |
| BRIAN J MARKS | ||||||
| 15 | 2000 FIRST AVENUE 2700 | SEATTLE | WA | 98121 | $69,919 | Yes (X) |
| BRIAN J MARKS | ||||||
| 16 | 2000 FIRST AVENUE 2700 | SEATTLE | WA | 98121 | $11,828 | Yes (X) |
| BRIAN J MARKS | ||||||
| 17 | 2000 FIRST AVENUE 2700 | SEATTLE | WA | 98121 | $27,087 | Yes (X) |
| BRIAN J MARKS | ||||||
| 18 | 2001 FIRST AVENUE 2700 | SEATTLE | WA | 98122 | $49,778 | Yes (X) |
| BRIAN J MARKS | ||||||
| 19 | 2002 FIRST AVENUE 2700 | SEATTLE | WA | 98123 | $7,611 | Yes (X) |
| BRIAN J MARKS | ||||||
| 20 | 2003 FIRST AVENUE 2700 | SEATTLE | WA | 98124 | $90,345 | Yes (X) |
| BRIAN J MARKS | ||||||
| 21 | 2004 FIRST AVENUE 2700 | SEATTLE | WA | 98125 | $22,718 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (21 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 78 SHS ASML HOLDING | $40,622 | 2022-06-10 |
| 2 | 1 SHS SONY GROUP | $90 | 2022-06-10 |
| 3 | 43 SHS INTERNATIONAL PETROLEUM CORP | $461 | 2022-06-10 |
| 4 | 115 SHS ALCOA CORPORATION | $6,096 | 2022-06-10 |
| 5 | 116 SHS DANAHER CORPORATION | $29,172 | 2022-06-10 |
| 6 | 1,010 SHS DEVON ENERGY CORPORATION | $74,801 | 2022-06-10 |
| 7 | 240 SHS DIAMONDBACK ENERGY INC | $37,318 | 2022-06-10 |
| 8 | 221 SHS ELI LILLY & CO | $65,639 | 2022-06-10 |
| 9 | 425 SHS EQT CORPORATION | $20,383 | 2022-06-10 |
| 10 | 510 SHS HALLIBURTON COMPANY | $20,650 | 2022-06-10 |
| 11 | 30 SHS KIA CORP | $10,010 | 2022-06-10 |
| 12 | 1,860 SHS MARATHON OIL CORPORATION | $56,339 | 2022-06-10 |
| 13 | 255 SHS MURPHY OIL CORPORATION | $11,258 | 2022-06-10 |
| 14 | 450 SHS OCCIDENTAL PETROLEUM CORP | $28,742 | 2022-06-10 |
| 15 | 1,080 SHS ONEOK INC | $69,919 | 2022-06-10 |
| 16 | 200 SHS OVINITIV INC. | $11,828 | 2022-06-10 |
| 17 | 100 SHS PIOEER NATURAL RESOURCES CO | $27,087 | 2022-06-10 |
| 18 | 20 SHS AUTOZONE, INC. | $49,778 | 2022-12-08 |
| 19 | 28 SHS DANAHER CORPORATION | $7,611 | 2022-12-08 |
| 20 | 243 SHS ELI LILLY & CO | $90,345 | 2022-12-08 |
| 21 | 40 SHS THERMO FISHER SCIENTIFIC INC | $22,718 | 2022-12-08 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $11,000 | Amt |
| Net Investment Income | $6,482 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,158 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PUBLICALLY TRADED SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $15,368,334 | BookValueAmt |
| EOYFMV | $14,622,897 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INSURANCE POLICY | Desc |
| BOY Book Value | $860,000 | BOYBookValueAmt |
| EOY Book Value | $910,000 | EOYBookValueAmt |
| EOYFMV | $910,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REGISTRATION | $160 | $94 | $66 |
| MISCELLANEOUS | $2,645 | $2,645 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GS X7952-9 - ORDINARY INCOME | Desc |
| Revenue And Expenses Per Books | $503 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $503 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $503 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $53,440 | Amt |
| Net Investment Income | $53,440 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN MARKS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 FIRST AVENUE 2700 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98121 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $2,353 | Amt |
| Net Investment Income | $2,353 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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