THOMAS MARSHALL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS MARSHALL FOUNDATION (EIN 25-6479933)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-04
- IRS object ID
- 202311249349102061
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-04T14:09:27-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814474059 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LALLY & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 CORPORATE DRIVE SUITE 800 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15237 | 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 | 256479933 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS MARSHALL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O SUE MARSHALL ROBERTS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 4127419032 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 DIVISION STREET 202 | AddressLine1Txt |
| City | SEWICKLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15143 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUE MARSHALL ROBERTS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4127419032 | PhoneNum |
| Signature | 2023-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUE | PersonFirstNm |
| Person Last | MARSHALL ROBERTS | 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 | GINA A DEIULIIS CPA | PreparerPersonNm |
| PTIN | P00440458 | PTIN |
| Phone | 4123678190 | PhoneNum |
| Preparation | 2023-05-04 | PreparationDt |
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 | $8,419,575 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $929 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $929 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $225,902 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $225,902 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $469,993 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,765,488 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $469,993 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,125 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,125 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $700,949 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $700,949 | 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 | $4,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,275 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $13,737 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,253 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $13,200 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,600 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $43,826 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35,899 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $75,313 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,152 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,875 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $350,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $350,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $425,613 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,152 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $359,175 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $275,336 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $661,797 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $137,643 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,609,472 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,609,472 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,879,056 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,692,014 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,745,313 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $74,241 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $64,790 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $64,790 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,724 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,724 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $8,090,940 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,366,276 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,419,575 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,331,477 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,331,477 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,759,463 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,034,799 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,090,940 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,366,276 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,090,940 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,366,276 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,090,940 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $275,336 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,366,276 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,366,276 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| FROM K-1 - KNIGHTSBRIDGE | P | 2022-01-01 | 2022-12-31 | $78 | -$78 | -$78 | |
| FROM K-1 - KNIGHTSBRIDGE | P | 2021-01-01 | 2022-12-31 | $35,038 | $35,038 | $35,038 | |
| WELLS FARGO - 4389-4638 | P | 2022-01-01 | 2022-12-31 | $300,924 | -$4,904 | -$4,904 | $296,020 |
| WELLS FARGO - 4389-4638 | P | 2021-01-01 | 2022-12-31 | $1,704,368 | $222,402 | $222,402 | $1,926,770 |
| MARATHON OIL CO | P | 2007-12-06 | 2022-02-03 | $173,052 | -$69,647 | -$69,647 | $103,405 |
| MARATHON PETROLEUM CORP | P | 2007-12-06 | 2022-02-03 | $117,060 | $270,714 | $270,714 | $387,774 |
| DISCOVERY INC COM SER ANC | P | 2005-10-18 | 2022-04-11 | $13 | $2 | $2 | $15 |
| CAPITAL GAINS DIVIDENDS | P | $16,466 | $16,466 | $16,466 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $469,993 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,199 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,199 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,199 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,640 | 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 | $7,640 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,559 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | 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 | SUE MARSHALL ROBERTS | IndividualWithBooksNm |
| Phone | 4127419032 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 DIVISION STREET STE 202 | AddressLine1Txt |
| City | SEWICKLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15143 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| PNC BANK NA | ||||||||
| ONE OLIVER PLAZA 210 SIXTH STREET | PITTSBURGH | PA | 15222 | AGENT | 0.00 | $0 | $0 | $0 |
| SUE MARSHALL ROBERTS | ||||||||
| 3 THAWMONT DRIVE | SEWICKLEY | PA | 15143 | TRUSTEE / DIRECTOR | 0.00 | $0 | $0 | $0 |
| THERESA MARSHALL | ||||||||
| 56 OLD FARM RD | NORWICH | VT | 05055 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JEFFREY A MARSHALL | ||||||||
| 56 OLD FARM RD | NORWICH | VT | 05055 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,036,937 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,668,852 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,705,789 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,705,789 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $130,587 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,575,202 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $428,760 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $428,760 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,199 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,199 | TotalTaxAmt |
| Distributable Before Adj | $419,561 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $419,561 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $419,561 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $359,175 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $359,175 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $419,561 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $24,740 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $24,740 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $359,175 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $359,175 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $24,740 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $24,740 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $35,646 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE THOMAS MARSHALL FOUNDATION CO S | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 DIVISION SREET STE 202 | AddressLine1Txt |
| City | SEWICKLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4127419032 | RecipientPhoneNum |
| Form And Info And Materials | NO FORMAL APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | QUALIFIED CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY OR EDUCATIONAL ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| ANGEL'S PLACE | ||||||
| 2615 NORWOOD AVENUE | PITTSBURGH | PA | 15214 | GENERAL / CHARITABLE PURPOSE | $10,000 | |
| BETHLEHEM HAVEN | ||||||
| FIFTH AVENUE COMMONS 905 WATSON | PITTSBURGH | PA | 15219 | GENERAL / CHARITABLE PURPOSE | $5,000 | STREET |
| CARNEGIE MUSEUMS OF PITTSBURGH | ||||||
| 4400 FORBES AVENUE | PITTSBURGH | PA | 15213 | GENERAL / CHARITABLE PURPOSE | $3,000 | |
| CASA OF ALLEGHENY COUNTY | ||||||
| 564 FORBES AVENUE 902 | PITTSBURGH | PA | 15219 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| CENTER FOR HOPE | ||||||
| 740 PARK ROAD | AMBRIDGE | PA | 15003 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| CHILDREN'S HOME OF PITTSBURGH | ||||||
| 5324 PENN AVE | PITTSBURGH | PA | 15224 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| CRISIS CENTER NORTH | ||||||
| PO BOX 101093 | PITTSBURGH | PA | 15237 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| DARTMOUTH HITCHCOCK HEALTH | ||||||
| 1 ROPE FERRY RD | HANOVER | NH | 03755 | GENERAL / CHARITABLE PURPOSE | $100,000 | |
| FERN HALLOW NATURE CENTER | ||||||
| 1901 GLEN MITCHELL ROAD | SEWICKLEY | PA | 15143 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| GENESIS OF PITTSBURGH | ||||||
| 550 CALIFORNIA AVENUE | PITTSBURGH | PA | 15202 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| HEARTH | ||||||
| 1640 WASHINGTON STREET | BOSTON | MA | 02118 | GENERAL PURPOSE | $5,000 | |
| HOSANNA INDUSTRIES | ||||||
| 109 RINARD LANE | ROCHESTER | PA | 15074 | GENERAL / CHARITABLE PURPOSE | $3,000 | |
| JUST MIKE | ||||||
| PO BOX 276 | CLARENDON HILLS | IL | 60514 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| LEADING HEARTS-THE HEART FOUNDATION | ||||||
| 31822 VILLAGE CENTER ROAD STE 208 | WESTLAKE VILLAGE | CA | 91361 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| NATIONAL FLAG FOUNDATION | ||||||
| 1275 BEDFORD AVENUE | PITTSBURGH | PA | 15219 | GENERAL / CHARITABLE PURPOSE | $50,000 | |
| PITTSBURGH KIDS FOUNDATION | ||||||
| 116 FEDERAL STREET | PITTSBURGH | PA | 15212 | GENERAL / CHARITABLE PURPOSE | $8,000 | |
| PITTSBURGH SYMPHONY AND ORCHESTRA | ||||||
| 600 PENN AVENUE | PITTSBURGH | PA | 15222 | GENERAL / CHARITABLE PURPOSE | $3,000 | |
| SALVATION ARMY | ||||||
| PO BOX 742 | CARNEGIE | PA | 15106 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| SAMARITAN COUNSELING CENTER | ||||||
| 1106 OHIO RIVER BLVD | SEWICKLEY | PA | 15143 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| SEWICKLEY COMMUNITY CENTER | ||||||
| 15 CHADWICK ST | SEWICKLEY | PA | 15143 | GENERAL / CHARITABLE PURPOSE | $3,000 | |
| SEWICKLEY VALLEY YMCA | ||||||
| 625 BLACKBURN RD | SEWICKLEY | PA | 15143 | GENERAL / CHARITABLE PURPOSE | $5,300 | |
| THE NEIGHBORHOOD ACADEMY | ||||||
| 709 N AIKEN AVE | PITTSBURGH | PA | 15206 | GENERAL / CHARITABLE PURPOSE | $15,000 | |
| THE TULL FAMILY THEATER | ||||||
| 418 WALNUT STREET | SEWICKLEY | PA | 15143 | GENERAL / CHARITABLE PURPOSE | $10,000 | |
| THE VETERANS BREAKFAST CLUB | ||||||
| 200 MAGNOLIA PLACE | PITTSBURGH | PA | 15228 | GENERAL / CHARITABLE PURPOSE | $2,000 | |
| TICKETS FOR KIDS | ||||||
| 700 BLAW AVENUE SUITE 105 | PITTSBURGH | PA | 15238 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| UNION AID SOCIETY | ||||||
| 601 THORN STREET | SEWICKLEY | PA | 15143 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| UNITED WAY OF SOUTHWESTERN PA | ||||||
| 1250 PENN AVENUE PO BOX 735 | PITTSBURGH | PA | 15230 | GENERAL / CHARITABLE PURPOSE | $15,000 | |
| WESTERN PA CONSERVANCY | ||||||
| 800 WATERFRONT DRIVE | PITTSBURGH | PA | 15222 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| WOMEN'S CENTER & SHELTER OF GREATER PITTSBURGH | ||||||
| PO BOX 9024 | PITTSBURGH | PA | 15224 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| SWEETWATER CENTER FOR THE ARTS | ||||||
| 200 BROAD ST | SEWICKLEY | PA | 15143 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| VERLAND | ||||||
| 212 IRIS RD | SEWICKLEY | PA | 15143 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| CANCER BRIDGES | ||||||
| 2816 SMALLMAN ST | PITTSBURGH | PA | 15222 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| GWEN'S GIRLS | ||||||
| 711 W COMMONS | PITTSBURGH | PA | 15212 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| LAUGHLIN CENTER | ||||||
| 424 FREDERICK AVE | SEWICKLEY | PA | 15143 | GENERAL / CHARITABLE PURPOSE | $10,000 | |
| PITTSBURGH FELLOWS | ||||||
| 405 FREDERICK AVE | SEWICKLEY | PA | 15143 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| POWER | ||||||
| 907 WEST STREET 2ND FLOOR | PITTSBURGH | PA | 15221 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| SEWICKLEY VALLEY COMMUNITY FUND | ||||||
| 1115 BEAVER STREET | SEWICKLEY | PA | 15143 | GENERAL / CHARITABLE PURPOSE | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $350,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $929 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $225,902 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,125 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $469,993 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $700,949 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $700,949 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $4,550 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,275 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY INVESTMENTS - 1012 | $4,621,440 | $4,612,719 |
| AMERITRADE IRA | $547,473 | $583,430 |
| MORGAN STANLEY INVESTMENTS - 6012 | $523,101 | $549,164 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | KNIGHTSBRIDGE HOLDINGS V LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $64,790 | BookValueAmt |
| EOYFMV | $64,790 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $34,980 | $34,980 | $0 |
| TELEPHONE | $4,531 | $0 | $0 |
| INVESTMENT EXPENSES FROM K-1'S-KNIGHTSBRIDGE | $928 | $919 | $0 |
| INSURANCE | $1,461 | $0 | $0 |
| OFFICE SUPPLIES | $1,674 | $0 | $0 |
| POSTAGE AND DELIVERY | $72 | $0 | $0 |
| LICENSES AND PERMITS | $180 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| KNIGHTSBRIDGE HOLDINGS | $357 | $357 | $357 |
| SETTLEMENT PROCEEDS | $3,768 | $3,768 | $3,768 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,253 | $3,253 | $0 |
| EXCISE TAXES | $10,484 | $0 | $0 |
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