THOMAS MARSHALL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS MARSHALL FOUNDATION (EIN 25-6479933)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-02
- IRS object ID
- 202211229349100341
- Schema version
- 2021v4.2
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-02T11:41:42-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-05-02 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GINA A DEIULIIS CPA | PreparerPersonNm |
| PTIN | P00440458 | PTIN |
| Phone | 4123678190 | PhoneNum |
| Preparation | 2022-05-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,869,897 | 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 | $284 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $284 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $286,308 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $286,308 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $269,779 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $570,916 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $269,779 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $34,012 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $34,012 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $590,383 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $590,383 | 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 | $4,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $6 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $6 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,202 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,202 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $12,600 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,300 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $46,504 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38,855 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,912 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,063 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,300 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $371,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $371,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $438,912 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,063 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $377,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $151,471 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $547,320 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $625,057 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $137,643 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $137,643 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,225,983 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,879,056 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,658,013 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $119,610 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $74,241 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $74,241 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,724 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,724 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $7,970,650 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,090,940 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,869,897 | 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 | $2,639,173 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,759,463 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,970,650 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,090,940 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,970,650 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,090,940 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,970,650 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $151,471 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,122,121 | SubtotalAmt |
| Other Decreases | $31,181 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,090,940 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| FROM K-1 - KNIGHTSBRIDGE | P | 2021-01-01 | 2021-12-31 | $10 | $10 | $10 | |
| FROM K-1 - KNIGHTSBRIDGE | P | 2020-01-01 | 2021-12-31 | $48,099 | $48,099 | $48,099 | |
| WELLS FARGO 4389-4638 | P | 2021-01-01 | 2021-12-31 | $16,784 | -$83 | -$83 | $16,867 |
| WELLS FARGO 4389-4638 | P | 2020-01-01 | 2021-12-31 | $43,927 | -$13,241 | -$13,241 | $57,168 |
| RUSSELL INVT GLOBAL EQUITY FUND CL S | P | 2010-09-07 | 2021-01-08 | $3,361 | $332 | $332 | $3,029 |
| RUSSELL INVT CO COMMODITY STRATEGIES FD | P | 2010-09-07 | 2021-04-26 | $8,646 | -$12,622 | -$12,622 | $21,268 |
| RUSSELL INVT CO COMMODITY STRATEGIES FD | P | 2010-12-22 | 2021-04-26 | $7,552 | -$11,251 | -$11,251 | $18,803 |
| RUSSELL INVT CO COMMODITY STRATEGIES FD | P | 2010-12-22 | 2021-04-26 | $1 | $0 | $0 | $1 |
| RUSSELL INVT CO COMMODITY STRATEGIES FD | P | 2011-12-27 | 2021-04-26 | $1,361 | -$1,619 | -$1,619 | $2,980 |
| RUSSELL INVT CO COMMODITY STRATEGIES FD | P | 2011-12-27 | 2021-04-26 | $1 | -$1 | -$1 | $2 |
| RUSSELL INVT CO COMMODITY STRATEGIES FD | P | 2011-12-27 | 2021-04-26 | $981 | -$1,167 | -$1,167 | $2,148 |
| RUSSELL INVT US SMALL CAP EQUITY INVT | P | 2007-03-07 | 2021-04-09 | $3,555 | $875 | $875 | $2,680 |
| RUSSELL INVT CO SUSTAINABLE EQUITY FUND | P | 2007-07-06 | 2021-07-21 | $1,462 | $446 | $446 | $1,016 |
| RUSSELL INVT CO SUSTAINABLE EQUITY FUND | P | 2007-10-04 | 2021-07-21 | $2,134 | $655 | $655 | $1,479 |
| RUSSELL INVT EQUITY INCOME FUND | P | 2007-12-18 | 2021-08-20 | $121 | -$2 | -$2 | $123 |
| RUSSELL INVT EQUITY INCOME FUND | P | 2007-12-18 | 2021-10-08 | $3,681 | -$76 | -$76 | $3,757 |
| OAKMARK FUND INSTITUTIONAL | P | 2013-06-26 | 2021-11-09 | $50,000 | $27,483 | $27,483 | $22,517 |
| BLACKROCK STRATEGIC INC OPP I | P | 2014-01-21 | 2021-08-23 | $150,000 | $2,701 | $2,701 | $147,299 |
| CAPITAL GAINS DIVIDENDS | P | $229,240 | $229,240 | $229,240 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $269,779 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,608 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,608 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,608 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,764 | 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 | $4,764 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,844 | 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 | ||||||||
| 510 RABBIT HILL | 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 | $8,199,216 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $570,814 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,770,030 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,770,030 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $131,550 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,638,480 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $431,924 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $431,924 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,608 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,608 | TotalTaxAmt |
| Distributable Before Adj | $424,316 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $424,316 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $424,316 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $377,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $377,300 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $424,316 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $20,965 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,144 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $42,647 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $71,756 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $377,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $377,300 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $47,016 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $47,016 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,740 | 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 | $24,740 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $24,740 | ExcessFromYear3Amt |
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 (35 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 | |
| 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 PURPOSE | $100,000 | |
| FERN HALLOW NATURE CENTER | ||||||
| 1901 GLEN MITCHELL ROAD | SEWICKLEY | PA | 15143 | GENERAL / CHARITABLE PURPOSE | $3,000 | |
| 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 PURPOSE | $4,000 | |
| LEADING HEARTS-THE HEART FOUNDATION | ||||||
| 31822 VILLAGE CENTER ROAD STE 208 | WESTLAKE VILLAGE | CA | 91361 | GENERAL PURPOSE | $5,000 | |
| NATIONAL FLAG FOUNDATION | ||||||
| 1275 BEDFORD AVENUE | PITTSBURGH | PA | 15219 | GENERAL / CHARITABLE PURPOSE | $100,000 | |
| OUR CLUBHOUSE | ||||||
| 2816 SMALLMAN STREET | PITTSBURGH | PA | 15222 | GENERAL PURPOSE | $5,000 | |
| PITTSBURGH GLASS CENTER | ||||||
| 5472 PENN AVENUE | PITTSBURGH | PA | 15206 | GENERAL PURPOSE | $8,000 | |
| PITTSBURGH KIDS FOUNDATION | ||||||
| 116 FEDERAL STREET | PITTSBURGH | PA | 15212 | GENERAL PURPOSE | $5,000 | |
| PITTSBURGH PARKS CONSERVANCY | ||||||
| 2000 TECHNOLOGY DRIVE STE 300 | PITTSBURGH | PA | 15219 | GENERAL / CHARITABLE PURPOSE | $3,000 | |
| 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 PURPOSE | $3,000 | |
| SEWICKLEY VALLEY YMCA | ||||||
| 625 BLACKBURN RD | SEWICKLEY | PA | 15143 | GENERAL PURPOSE | $5,000 | |
| THE NEIGHBORHOOD ACADEMY | ||||||
| 709 N AIKEN AVE | PITTSBURGH | PA | 15206 | GENERAL PURPOSE | $10,000 | |
| THE TULL FAMILY THEATER | ||||||
| 418 WALNUT STREET | SEWICKLEY | PA | 15143 | GENERAL PURPOSE | $5,000 | |
| THE VETERANS BREAKFAST CLUB | ||||||
| 200 MAGNOLIA PLACE | PITTSBURGH | PA | 15228 | GENERAL PURPOSE | $2,000 | |
| UNION AID SOCIETY | ||||||
| 601 THORN STREET | SEWICKLEY | PA | 15143 | GENERAL PURPOSE | $5,000 | |
| UNITED WAY OF ALLEGHENY COUNTY | ||||||
| 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 | $4,000 | |
| WOMEN'S CENTER & SHELTER OF GREATER PITTSBURGH | ||||||
| PO BOX 9024 | PITTSBURGH | PA | 15224 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| AMERICAN RED CROSS | ||||||
| 2025 EAST STREET NW SUITE 100 | WASHINGTON | DC | 20006 | GENERAL / CHARITABLE PURPOSE | $10,000 | |
| CENTER FOR HOPE | ||||||
| 740 PARK ROAD | AMBRIDGE | PA | 15003 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| COMMUNITY FOUNDATION FOR SOUTH CENTRAL NEW YORK | ||||||
| 520 COLUMBIA DRIVE | JOHNSON CITY | NY | 13790 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| CHILDREN'S HOME OF PITTSBURGH | ||||||
| 5324 PENN AVE | PITTSBURGH | PA | 15224 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 4550 MONTGOMERY AVE SUITE 1100 N | BETHESDA | MD | 20814 | GENERAL / CHARITABLE PURPOSE | $2,000 | |
| GENESIS OF PITTSBURGH | ||||||
| 550 CALIFORNIA AVENUE | PITTSBURGH | PA | 15202 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| TICKETS FOR KIDS | ||||||
| 700 BLAW AVENUE SUITE 105 | PITTSBURGH | PA | 15238 | GENERAL / CHARITABLE PURPOSE | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $371,000 | 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 | $284 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $286,308 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,012 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $269,779 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $590,383 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $590,383 | 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 | $4,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY INVESTMENTS - 1012 | $4,837,672 | $5,477,087 |
| WELLS FARGO | $2,005,292 | $2,211,217 |
| AMERITRADE IRA | $547,473 | $458,720 |
| MORGAN STANLEY INVESTMENTS - 6012 | $488,619 | $510,989 |
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 | $74,241 | BookValueAmt |
| EOYFMV | $74,241 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREPORTABLE INCOME (EXPENSE) FROM K-1'S | $31,166 |
| NONDEDUCTIBLE EXPENSES FROM K-1'S | $15 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $37,602 | $37,602 | $0 |
| TELEPHONE | $4,625 | $0 | $0 |
| INVESTMENT EXPENSES FROM K-1'S-KNIGHTSBRIDGE | $1,253 | $1,253 | $0 |
| INSURANCE | $1,457 | $0 | $0 |
| OFFICE SUPPLIES | $1,535 | $0 | $0 |
| POSTAGE AND DELIVERY | $32 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | KNIGHTSBRIDGE HOLDINGS | Desc |
| Revenue And Expenses Per Books | $34,012 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $34,012 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $34,012 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $4,202 | Amt |
| Net Investment Income | $4,202 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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