JOHN AND MARY R MARKLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND MARY R MARKLE FOUNDATION (EIN 13-1770307)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-11
- IRS object ID
- 202211319349105171
- Schema version
- 2020v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-11T14:45:06-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131770307 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN & MARY R MARKLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2127137600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN ROBERSON | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2127137600 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | ROBERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH L ALI CPA | PreparerPersonNm |
| PTIN | P02093808 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2022-05-09 | 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 | 2020 | 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 | $138,419,554 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $880,000 | ContriRcvdRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $4,748,168 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,635,534 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,567,922 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,443,598 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,849,077 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,071,766 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,416,999 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,281,891 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $92,447 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,189,444 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $5,107,342 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $82,669 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,024,673 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,574,456 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $71,283 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,637,714 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $177,590 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $187,730 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $58,356 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,338 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,018 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,348,996 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $435,099 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $203,570 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $117,982 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $189,268 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $211,705 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35,778 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $35,743 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $286 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $1,387,438 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,792 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,459,249 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $610 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $5 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,105 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $30,532 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $30,532 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,099,889 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $824,475 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,437,683 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,432,530 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,757,440 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,186,718 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $944,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $389,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,377,030 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,757,440 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,576,218 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,305,264 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,659,559 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,919,742 | CashBOYAmt |
| Cash EOY | $3,574,844 | CashEOYAmt |
| Cash EOYFMV | $3,574,844 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,069,889 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,554,866 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,554,866 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $369,932 | AcctRcvblAmt |
| Acct Rcvbl BOY | $44,305 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $369,932 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $369,932 | AcctRcvblEOYFMVAmt |
| Grants Receivable BOY | $5,368,954 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $1,036,096 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $1,036,096 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $387,249 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $426,210 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $426,210 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $103,730,574 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $123,111,293 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $123,111,293 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $390,797 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $267,384 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $159,156 | LandBOYAmt |
| Land EOY | $123,413 | LandEOYAmt |
| Land EOYFMV | $123,413 | LandEOYFMVAmt |
| Other Assets BOY | $221,946 | OtherAssetsBOYAmt |
| Other Assets EOY | $222,900 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $222,900 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $120,901,815 | TotalAssetsBOYAmt |
| Total Assets EOY | $138,419,554 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $138,419,554 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $212,342 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $476,949 | AccountsPayableEOYAmt |
| Grants Payable BOY | $369,566 | GrantsPayableBOYAmt |
| Grants Payable EOY | $655,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $238,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $447,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $819,908 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,578,949 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $109,411,503 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $132,339,646 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $10,670,404 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $4,500,959 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $120,081,907 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $136,840,605 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $120,901,815 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $138,419,554 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $120,081,907 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,305,264 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,272,962 | OtherIncreasesAmt |
| Subtotal | $137,049,605 | SubtotalAmt |
| Other Decreases | $209,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $136,840,605 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| 2006 SPECIAL GLOBAL OPPORTUNITIES, LLC | P | -$3,211 | -$3,211 |
| 8VC FUND II, LP | P | -$17 | -$17 |
| ADAGE CAPITAL PARTNERS, L.P. | P | $2,694,651 | $2,694,651 |
| ARROWSTREET CAPITAL GLOBAL EQUITY ALPHA EXTENSION FUND LIMITED | P | $75,221 | $75,221 |
| BAUPOST VALUE PARTNERS LP-IV | P | $392,310 | $392,310 |
| CANYON BALANCED EQUITIES | P | $883,436 | $883,436 |
| COMMONFUND CAPITAL INTERNATIONAL PARTNERS IV, LP | P | -$69,790 | -$69,790 |
| COMMONFUND CAPITAL INTERNATIONAL PARTNERS V, LP | P | -$17,298 | -$17,298 |
| COMMONFUND CAPITAL INTERNATIONAL PARTNERS VI, LP | P | $23,385 | $23,385 |
| COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS V, LP | P | -$54,239 | -$54,239 |
| COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS VI, LP | P | -$2,295 | -$2,295 |
| COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS VII, LP | P | $90,882 | $90,882 |
| COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS VIII, LP | P | $276,227 | $276,227 |
| COMMONFUND CAPITAL VENTURE PARTNERS VI, LP | P | -$9,777 | -$9,777 |
| COMMONFUND CAPITAL VENTURE PARTNERS VII, LP | P | $171,078 | $171,078 |
| COMMONFUND CAPITAL VENTURE PARTNERS VIII, LP | P | $300,131 | $300,131 |
| COMMONFUND CAPITAL VENTURE PARTNERS X, LP | P | $440,516 | $440,516 |
| COMMONFUND CAPITAL VENTURE PARTNERS XI, LP | P | $140,035 | $140,035 |
| ENCAP ENERGY CAPITAL FUND X, LP | P | $76,170 | $76,170 |
| ENCAP FLATROCK MIDSTREAM FUND III, LP | P | -$564 | -$564 |
| ENDOWMENT PRIVATE EQUITY PARTNERS IV, LP | P | -$24,681 | -$24,681 |
| ENDOWMENT VENTURE PARTNERS V, LP | P | $3,300 | $3,300 |
| FINEPOINT CAPITAL PARTNERS II, LP | P | $236,139 | $236,139 |
| FORMATION GROUP FUND I, LP | P | -$609,795 | -$609,795 |
| FPA APARTMENT OPPORTUNITY FUND V-A, LP | P | $515,689 | $515,689 |
| GLYNN PARTNERS IV, LP | P | -$27,050 | -$27,050 |
| JP MORGAN SHORT DURATION BOND FD | P | $17,851 | $17,851 |
| MELLON INVESTMENTS | P | $1,769 | $1,769 |
| RENAISSANCE INSTITUTIONAL DIVERSIFIED GLOBAL EQUITIES ONSHORE FUND LP | P | -$2,423,333 | -$2,423,333 |
| RIVERSTONE TE PARTNERS V, LP | P | -$86,051 | -$86,051 |
| ROCKEFELLER ACCESS FUND 06-I, LLC | P | $483,621 | $483,621 |
| ROCKEFELLER ACCESS FUND I, LLC | P | -$18,197 | -$18,197 |
| ROCKEFELLER SPECIAL GLOBAL OPPORTUNTIES DISTRESSED FUND, LLC | P | $16,174 | $16,174 |
| TIFF PARTNERS III, LLC | P | -$11,888 | -$11,888 |
| TIFF PARTNERS IV, LLC | P | -$13,802 | -$13,802 |
| TIFF PRIVATE EQUITY PARTNERS 2006, LLC | P | -$24,578 | -$24,578 |
| TIFF PRIVATE EQUITY PARTNERS 2007 LLC | P | $59,708 | $59,708 |
| TIFF PRIVATE EQUITY PARTNERS 2008, LLC | P | $177,757 | $177,757 |
| TIFF REALTY & RESOURCES III, LLC | P | -$235,692 | -$235,692 |
| TIFF REALTY AND RESOURCES II, LLC | P | -$21,606 | -$21,606 |
| WARBURG PINCUS PRIVATE EQUITY (E&P) XII (B), LP | P | $16 | $16 |
| WARBURG PINCUS PRIVATE EQUITY XII, LP | P | $145,720 | $145,720 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,567,922 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $64,768 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $64,768 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $64,768 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $186,953 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $236,953 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $172,185 | OverpaymentAmt |
| Applied To ES Tax | $172,185 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MARKLE.ORG | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 2127137600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| SUZANNE NORA JOHNSON | |||||||||
| C/O THE MARKLE FOUNDATION 10 | ROCKEFELLER PLAZA 16TH FL | NEW YORK | NY | 10020 | CHAIR | 3.00 | $0 | $0 | $0 |
| ZOE BAIRD | |||||||||
| C/O THE MARKLE FOUNDATION 10 | ROCKEFELLER PLAZA 16TH FL | NEW YORK | NY | 10020 | CEO/PRESIDENT | 40.00 | $961,391 | $77,860 | $0 |
| STEVEN DENNING | |||||||||
| C/O THE MARKLE FOUNDATION 10 | ROCKEFELLER PLAZA 16TH FL | NEW YORK | NY | 10020 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| CHERYL COHEN EFFRON | |||||||||
| C/O THE MARKLE FOUNDATION 10 | ROCKEFELLER PLAZA 16TH FL | NEW YORK | NY | 10020 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| MARGARET HOOVER | |||||||||
| C/O THE MARKLE FOUNDATION 10 | ROCKEFELLER PLAZA 16TH FL | NEW YORK | NY | 10020 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| DR CHRIS HOWARD | |||||||||
| C/O THE MARKLE FOUNDATION 10 | ROCKEFELLER PLAZA 16TH FL | NEW YORK | NY | 10020 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| GILMAN LOUIE | |||||||||
| C/O THE MARKLE FOUNDATION 10 | ROCKEFELLER PLAZA 16TH FL | NEW YORK | NY | 10020 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| DR JAMES MANYIKA | |||||||||
| C/O THE MARKLE FOUNDATION 10 | ROCKEFELLER PLAZA 16TH FL | NEW YORK | NY | 10020 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| KATHLEEN MURPHY | |||||||||
| C/O THE MARKLE FOUNDATION 10 | ROCKEFELLER PLAZA 16TH FL | NEW YORK | NY | 10020 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| HERBERT PARDES MD | |||||||||
| C/O THE MARKLE FOUNDATION 10 | ROCKEFELLER PLAZA 16TH FL | NEW YORK | NY | 10020 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| SUSAN ROBERSON | |||||||||
| C/O THE MARKLE FOUNDATION 10 | ROCKEFELLER PLAZA 16TH FL | NEW YORK | NY | 10020 | TREAS/SECY/CFO | 40.00 | $320,500 | $97,205 | $0 |
| STANLEY S SHUMAN | |||||||||
| C/O THE MARKLE FOUNDATION 10 | ROCKEFELLER PLAZA 16TH FL | NEW YORK | NY | 10020 | DIRECTOR | 3.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| BETH COBERT | ||||||||
| 10 ROCKEFELLER PLAZA 16TH FL | NEW YORK | NY | 10020 | COO MARKLE FOUNDATIO | 40.00 | $350,500 | $42,974 | $0 |
| SHANNON BLOCK | ||||||||
| 10 ROCKEFELLER PLAZA 16TH FL | NEW YORK | NY | 10020 | CHIEF DIGITAL OFFICE | 40.00 | $246,597 | $70,024 | $0 |
| SHARON BUTLER | ||||||||
| 10 ROCKEFELLER PLAZA 16TH FL | NEW YORK | NY | 10020 | DIRECTOR, ACCOUNTING | 40.00 | $210,500 | $79,135 | $0 |
| RYAN KELSEY | ||||||||
| 10 ROCKEFELLER PLAZA 16TH FL | NEW YORK | NY | 10020 | EXEC DIR, PARTNERSHI | 40.00 | $220,500 | $65,855 | $0 |
| DEBORAH WASDEN | ||||||||
| 10 ROCKEFELLER PLAZA 16TH FL | NEW YORK | NY | 10020 | DIRECTOR, EMPLOYER I | 40.00 | $206,000 | $56,318 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 36 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE BAUPOST GROUP | |||||
| 10 ST JAMES AVENUE SUITE 1700 | BOSTON | MA | 02116 | INVESTMENT MANAGEMENT | $771,432 |
| ADAGE CAPITAL PARTNERS | |||||
| 200 CLARENDON STREET | BOSTON | MA | 02116 | INVESTMENT MANAGEMENT | $295,958 |
| EAST END ADVISORS | |||||
| 610 FIFTH AVENUE | NEW YORK | NY | 10020 | INVESTMENT CONSULTING | $250,000 |
| KINETIC WEST LLC | |||||
| 9238 25TH AVE NW | SEATTLE | WA | 98117 | PROJECT CONSULTING | $230,000 |
| INDIAN LANE LLC | |||||
| 4819 INDIAN LANE NW | WASHINGTON | DC | 20016 | PROJECT CONSULTING | $208,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 16 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE STATEMENT 13 | Description1Txt |
| Expenses1 | $10,951,046 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $113,664,786 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,028,597 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $123,693,383 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $123,693,383 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,855,401 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $121,837,982 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,091,899 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,091,899 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $64,768 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $64,768 | TotalTaxAmt |
| Distributable Before Adj | $6,027,131 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,027,131 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,027,131 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,576,218 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,576,218 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,576,218 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,027,131 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,886,852 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,245,840 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,006,709 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,212,034 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,016,339 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $51,367,774 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,576,218 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,027,131 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,549,087 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $58,916,861 | 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 | $11,886,852 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $47,030,009 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,245,840 | ExcessFromYear4Amt |
| Excess From Year3 | $10,006,709 | ExcessFromYear3Amt |
| Excess From Year2 | $10,212,034 | ExcessFromYear2Amt |
| Excess From Year1 | $8,016,339 | ExcessFromYear1Amt |
| Excess From Current Year | $7,549,087 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ASPEN INSTITUTE | ||||||||
| ONE DUPONT CIRCLE NW SUITE 700 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL | $100,000 | |
| AUSTIN AREA URBAN LEAGUE INC | ||||||||
| 8011 CAMERON RD SUITE A-100 | AUSTIN | TX | 78754 | N/A | PC | SUPPORT THE GRANTEE'S EFFORTS TO DRIVE COMMUNITY ADOPTION OF MARKLE'S REWORK AMERICA ALLIANCE TOOLS AND RESOURCES | $37,500 | |
| COUNCIL ON FOREIGN RELATIONS | ||||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | N/A | PC | GENERAL | $2,000 | |
| GOODWILL INDUSTRIES INC | ||||||||
| 553 FAIRVIEW AVENUE N | ST PAUL | MN | 55104 | N/A | PC | SUPPORT THE GRANTEE'S EFFORTS TO DRIVE COMMUNITY ADOPTION OF MARKLE'S REWORK AMERICA ALLIANCE TOOLS AND RESOURCES | $37,500 | |
| GOODWILL OF NORTH GEORGIA | ||||||||
| 2201 LAWRENCEVILLE HIGHWAY SUITE | DECATUR | GA | 30033 | N/A | PC | SUPPORT THE GRANTEE'S EFFORTS TO DRIVE COMMUNITY ADOPTION OF MARKLE'S REWORK AMERICA ALLIANCE TOOLS AND RESOURCES | $37,500 | 300 |
| MICASA RESOURCE CENTER | ||||||||
| 345 SOUTH GROVE | DENVER | CO | 80219 | N/A | PC | SUPPORT THE GRANTEE'S EFFORTS TO DRIVE COMMUNITY ADOPTION OF MARKLE'S REWORK AMERICA ALLIANCE TOOLS AND RESOURCES | $37,500 | |
| NATIONAL URBAN LEAGUE | ||||||||
| 80 PINE STREET 9TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | SUPPORT THE GRANTEE'S PARTICPATION AND LEADERSHIP IN MARKLE'S REWORK AMERICA ALLIANCE | $100,000 | |
| PATHSTONE CORP | ||||||||
| 400 EAST AVENUE | ROCHESTER | NY | 14607 | N/A | PC | SUPPORT THE GRANTEE'S EFFORTS TO DRIVE COMMUNITY ADOPTION OF MARKLE'S REWORK AMERICA ALLIANCE TOOLS AND RESOURCES | $37,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $389,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ASPEN INSTITUTE | ||||||||
| ONE DUPONT CIRCLE NW SUITE 700 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL | $100,000 | |
| AUSTIN AREA URBAN LEAGUE | ||||||||
| 8011 CAMERON RD SUITE A-100 | AUSTIN | TX | 78754 | N/A | PC | SUPPORT THE GRANTEE'S EFFORTS TO DRIVE COMMUNITY ADOPTION OF MARKLE'S REWORK AMERICA ALLIANCE TOOLS AND RESOURCES | $37,500 | |
| GOODWILL INDUSTRIES INC | ||||||||
| 553 FAIRVIEW AVENUE N | ST PAUL | MN | 55104 | N/A | PC | SUPPORT THE GRANTEE'S EFFORTS TO DRIVE COMMUNITY ADOPTION OF MARKLE'S REWORK AMERICA ALLIANCE TOOLS AND RESOURCES | $37,500 | |
| GOODWILL INDUSTRIES INTERNATIONAL INC | ||||||||
| 15810 INDIANOLA DRIVE | ROCKVILL | MD | 20855 | N/A | PC | SUPPORT THE GRANTEE'S PARTICIPATION AND LEADERSHIP IN MARKLE'S REWORK AMERICA ALLIANCE | $100,000 | |
| GOODWILL OF NORTH GEORGIA | ||||||||
| 2201 LAWRENCEVILLE HIGHWAY SUITE | DECATUR | GA | 30033 | N/A | PC | SUPPORT THE GRANTEE'S EFFORTS TO DRIVE COMMUNITY ADOPTION OF MARKLE'S REWORK AMERICA ALLIANCE TOOLS AND RESOURCES | $37,500 | 300 |
| LOCAL INITIATIVES SUPPORT CORP | ||||||||
| 28 LIBERTY STREET 34TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | SUPPORT THE GRANTEE'S PARTICIPATION AND LEADERSHIP IN MARKLE'S REWORK AMERICA ALLIANCE | $75,000 | |
| MICASA RESOURCE CENTER | ||||||||
| 345 SOUTH GROVE | DENVER | CO | 80219 | N/A | PC | SUPPORT THE GRANTEE'S EFFORTS TO DRIVE COMMUNITY ADOPTION OF MARKLE'S REWORK AMERICA ALLIANCE TOOLS AND RESOURCES | $37,500 | |
| NATIONAL PARTNERSHIP WOMEN AND FAMILIES INC | ||||||||
| 1875 CONNECTICUT AVE NW SUITE 650 | WASHINGTON | DC | 20009 | N/A | PC | SUPPORT THE GRANTEE'S EFFORTS TO DRIVE COMMUNITY ADOPTION OF MARKLE'S REWORK AMERICA ALLIANCE TOOLS AND RESOURCES | $17,500 | |
| NATIONAL URBAN LEAGUE | ||||||||
| 80 PINE STREET 9TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | SUPPORT THE GRANTEE'S PARTICPATION AND LEADERSHIP IN MARKLE'S REWORK AMERICA ALLIANCE | $100,000 | |
| PATHSTONE CORP | ||||||||
| 400 EAST AVENUE | ROCHESTER | NY | 14607 | N/A | PC | SUPPORT THE GRANTEE'S EFFORTS TO DRIVE COMMUNITY ADOPTION OF MARKLE'S REWORK AMERICA ALLIANCE TOOLS AND RESOURCES | $37,500 | |
| UNIDOS US | ||||||||
| 1126 16TH STREET NW SUITE 600 | WASHINGTON | DC | 20036 | N/A | PC | SUPPORT THE GRANTEE'S PARTICPATION AND LEADERSHIP IN MARKLE'S REWORK AMERICA ALLIANCE | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $655,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| EXCHANGE CONTRACT INCOME | $94,000 |
| EXCHANGE CONTRACT INCOME | $587,500 |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $135,492 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,306,426 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $63,840 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,684,328 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ROYALITY INCOME | 01 | $205 |
| MISCELLANEOUS INCOME | 01 | $237 |
| RENTAL INCOME TO OFFSET OCCUPANCY EXPENSE | 16 | $319,127 |
| REFUND ON UNRELATED BUSINESS INCOME TAXES PAID | 01 | $611 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $199,332 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,310,934 | ExclusionAmt |
| Related Or Exempt Function Incm | $681,500 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,191,766 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | MARKLE WORKED WITH A SET OF PARTNERS TO DESIGN AND DELIVER A CAREER COACH/ADVISOR TRAINING PROGRAM, THE GOVERNOR'S COACHING CORPS, TO A GROUP OF 35 CAREER COACHES FROM ORGANIZATIONS ACROSS THE STATE. MARKLE ALSO DEVELOPED WAYS IN WHICH TO SUPPORT EMPLOYERS IN ADOPTION OF SKILLS-BASED PRACTICES THROUGH A COMBINATION OF COHORT TRAININGS, TECHNICAL ASSISTANCE, AND NETWORKING. FOUNDATIONS BROADER CHARITABLE OBJECTIVES. THROUGH THE REWORK AMERICA ALLIANCE, MARKLE COLLABORATES WITH LEADING CIVIL RIGHTS GROUPS, NONPROFITS, PRIVATE SECTOR EMPLOYERS, LABOR UNIONS, EDUCATORS, AND OTHER GROUPS, TO HELP MILLIONS OF WORKERS WITHOUT A COLLEGE DEGREE, MOVE INTO GOOD CAREERS WITH CAREER ADVANCEMENT AND BETTER WAGES, THROUGH CAREER COACHING AND SUPPORT, AND BY REMOVING BARRIERS MANY WORKERS FACE. |
| 1B | MARKLE WORKED TO DEVELOP SKILLS-BASED, HUMAN-CENTERED, EQUITY-DRIVEN, CAREER COACH TRAINING. THIS INCLUDES APPROXIMATELY 20 COURSES, WORKING WITH A RANGE OF SUBJECT MATTER EXPERTS, TO CREATE 20+ HOURS OF COACHING TRAINING COVERING A WIDE VARIETY OF TOPICS. THE TRAINING WILL BE DELIVERED VIA ALLIANCE PARTNERS ACROSS THE U.S. THE WORK IS PART OF MARKLE FOUNDATIONS BROADER CHARITABLE OBJECTIVES. THROUGH THE REWORK AMERICA ALLIANCE, MARKLE COLLABORATES WITH LEADING CIVIL RIGHTS GROUPS, NONPROFITS, PRIVATE SECTOR EMPLOYERS, LABOR UNIONS, EDUCATORS, AND OTHER GROUPS, TO HELP MILLIONS OF WORKERS WITHOUT A COLLEGE DEGREE, MOVE INTO GOOD CAREERS WITH CAREER ADVANCEMENT AND BETTER WAGES, THROUGH CAREER COACHING AND SUPPORT, AND BY REMOVING BARRIERS MANY WORKERS FACE. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW VENTURE FUND | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 CONNECTICUT AVE NW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $880,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PKF O'CONNOR DAVIES LLP | CategoryTxt |
| Amt | $58,356 | Amt |
| Net Investment Income | $23,338 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,018 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUMMARY OF DIRECT CHARITABLE ACTIVITIES | IdentifierTxt |
| Form And Line Reference | FORM 990PF: PART IX-A ~ LINE 1 | FormAndLineReferenceDesc |
| Medium Explanation | REWORK AMERICA ALLIANCE/SKILLFULMARKLE'S PRIORITY IS ADVANCING SOLUTIONS TOWARD A LABOR MARKET THAT WILL ENABLE WORKERS IN AMERICA TO MOVE INTO GOOD JOBS IN THE DIGITAL ECONOMY. BUILDING AN INCLUSIVE ECONOMY THAT WORKS FOR ALL IS A CENTRAL CHALLENGE OF OUR TIME: WHILE AUTOMATION AND TECHNOLOGICAL CHANGE HAVE USHERED IN ENORMOUS PROSPERITY FOR SOME, MOST AMERICANS HAVE NOT HAD SUFFICIENT ACCESS TO ECONOMIC OPPORTUNITY AND HAVE BEEN UNABLE TO ACCESS NEW SKILLS TO KEEP PACE WITH A RAPIDLY CHANGING LABOR MARKET. PARTICULARLY VULNERABLE ARE THE NEARLY 70 PERCENT OF AMERICAN ADULTS WHO HAVE BUILT SKILLS AND CAPABILITIES, BUT DO NOT HAVE A FOUR-YEAR COLLEGE DEGREE, PARTICULARLY PEOPLE OF COLOR WHO HAVE FACED STRUCTURAL BARRIERS TO ECONOMIC MOBILITY. WITHOUT BOLD ACTION TO RESTORE VALUE AND DIGNITY TO ALL AMERICANS IN THE ECONOMY, THE LARGE AND GROWING DISCONNECT BETWEEN THOSE ABLE TO ACCESS GOOD PAYING JOBS AND THOSE WHO ARE LEFT BEHIND WILL ONLY ACCELERATE, WITH PROFOUND IMPLICATIONS FOR OUR ECONOMY AND DEMOCRACY. MARKLE HAS LAUNCHED A NUMBER OF INITIATIVES TO HELP WORKERS TO THRIVE IN A DIGITAL ECONOMY AND TO ESTABLISH PRACTICES FOR THE LIFELONG LEARNING THE EVER-EVOLVING ECONOMY DEMANDS. REWORK AMERICA ALLIANCEIN SPRING 2020, MARKLE FORMED THE REWORK AMERICA ALLIANCE, A COLLABORATION OF AROUND 40 LEADING ORGANIZATIONS INCLUDING CIVIL RIGHTS GROUPS, NONPROFITS, PRIVATE SECTOR EMPLOYERS, LABOR UNIONS, EDUCATORS, AND OTHERS. THE ALLIANCE IS WORKING TO HELP MILLIONS OF WORKERS MOVE INTO GOOD CAREERS, PARTICULARLY PEOPLE OF COLOR AND WOMEN. THROUGH LOCAL AND NATIONAL PARTNERSHIPS, THE ALLIANCE IS WORKING TO REFORM LOCAL LABOR MARKETS, USING DATA ON JOB INSIGHTS TO INFORM STRATEGIES AND DEVELOP RESOURCES, THIS INCLUDES A NUMBER OF TOOLS THAT WERE CREATED UNDER MARKLE'S SKILLFUL BRAND WHICH ARE NOW BEING SHARED WITH ALLIANCE PARTNERS. THIS APPROACH SEEKS TO HELP PEOPLE MOVE OUT OF LOW-PAID ROLES INTO JOBS THAT PROVIDE OPPORTUNITIES FOR CAREER ADVANCEMENT AND BETTER WAGES. TO THIS END, THE ALLIANCE IS WORKING TO CONNECT WORKERS TO GOOD JOBS THROUGH IMPROVED CAREER COACHING AND SUPPORT FOR WORKERS, INCLUDING PROVIDING INFORMATION ON IN-DEMAND, GOOD JOBS AND EFFECTIVE TRAINING ALIGNED TO THESE JOBS. TO ACHIEVE THIS, THE ALLIANCE IS PARTNERING WITH WORKER-SERVING ORGANIZATIONS THAT ARE ALREADY MAKING A DIFFERENCE IN THE LOCAL COMMUNITIES THEY SERVE TO DELIVER SUPPORT THROUGH THEIR TRUSTED COMMUNITY NETWORKS AND IMPROVE THE SERVICES THEY ARE ABLE TO PROVIDE TO JOB SEEKERS. THE ALLIANCE IS ALSO STRIVING TO REMOVE BARRIERS MANY WORKERS FACE, PARTICULARLY WORKERS OF COLOR, DUE TO INEQUITABLE HIRING PRACTICES. WORKING WITH EMPLOYER PARTNERS AND BUSINESS ORGANIZATIONS, THE ALLIANCE IS DRIVING WIDESPREAD ADOPTION OF INCLUSIVE TALENT MANAGEMENT PRACTICES BY EMPLOYERS TO CONNECT MORE DISPLACED WORKERS TO GOOD JOBS. IN FEBRUARY 2018, IN COLLABORATION WITH 20 STATES, THE SKILLFUL STATE NETWORK, A NON-PARTISAN LEARNING AND ACTION COLLABORATIVE OF STATES, WAS LAUNCHED. MARKLE HAS CONTINUED ITS ACTIVE ENGAGEMENT WITH THE STATE NETWORK (WHICH NOW HAS 31 MEMBERS AND HAS SINCE BEEN RENAMED TO THE REWORK AMERICA STATE NETWORK). OVER THE COURSE OF THE LAST YEAR, THE STATE NETWORK HAS HELD THREE WEBINARS AND SEVERAL DOZEN VIRTUAL DISCUSSION SESSIONS WITH WORKFORCE LEADERS FROM THESE STATES TO DISCUSS MANY OF THE CRITICAL ISSUES THEY WERE FACING AROUND HOW TO CREATE AN EQUITABLE RECOVERY. SOME AREAS OF FOCUS INCLUDED STRATEGIES FOR STATES TO INCENTIVIZE JOB QUALITY, DIRECT FINANCIAL ASSISTANCE TO STUDENTS FOR TRAINING PROGRAMS, AND INCREASE EMPLOYER-PROVIDED TRAINING PROGRAMS. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (46 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 8VC FUND II | FMV | $1,674,783 | $1,674,783 |
| ADAGE CAPITAL PARTNERS | FMV | $24,807,729 | $24,807,729 |
| ARROWSTREET CAPITAL GLOBAL EQUITY ALPHA EXTENSION FUND LIMITED | FMV | $8,389,763 | $8,389,763 |
| BAUPOST CAPITAL PARTNERS IV | FMV | $14,228,092 | $14,228,092 |
| CANTILLON GLOBAL EQUITY FUND CLASS N1 | FMV | $18,450,433 | $18,450,433 |
| CANYON BALANCED EQUITIES | FMV | $5,793,806 | $5,793,806 |
| CEPHEI QFII CHINA ABSOLUTE RETURN | FMV | $8,768,165 | $8,768,165 |
| COMMONFUND INTERNATIONAL V | FMV | $150,187 | $150,187 |
| COMMONFUND INTERNATIONAL VI | FMV | $176,492 | $176,492 |
| COMMONFUND PRIVATE EQUITY VI | FMV | $139,893 | $139,893 |
| COMMONFUND PRIVATE EQUITY VII | FMV | $731,270 | $731,270 |
| COMMONFUND PRIVATE EQUITY VIII | FMV | $1,256,633 | $1,256,633 |
| COMMONFUND VENTURE V | FMV | $65,682 | $65,682 |
| COMMONFUND VENTURE VI | FMV | $139,986 | $139,986 |
| COMMONFUND VENTURE VII | FMV | $378,837 | $378,837 |
| COMMONFUND VENTURE VIII | FMV | $799,780 | $799,780 |
| COMMONFUND VENTURE X | FMV | $2,329,011 | $2,329,011 |
| COMMONFUND VENTURE XI | FMV | $2,348,171 | $2,348,171 |
| ENCAP ENERGY PARTNERS X | FMV | $1,308,797 | $1,308,797 |
| ENCAP FLATROCK III | FMV | $1,484,718 | $1,484,718 |
| F8 ASIA GROWTH FUND | FMV | $74,413 | $74,413 |
| FELICIS VENTURES VII, LP | FMV | $362,336 | $362,336 |
| FINEPOINT CAPITAL | FMV | $2,305,565 | $2,305,565 |
| FPA APARTMENT OPP FUND | FMV | $404,097 | $404,097 |
| GLYNN PARTNERS IV | FMV | $1,191,076 | $1,191,076 |
| GOLUB CAPITAL X | FMV | $5,250,000 | $5,250,000 |
| GOODWATER CAPITAL III LP | FMV | $513,063 | $513,063 |
| JMI EQUITY X-A | FMV | $10,604 | $10,604 |
| JP MORGAN SHORT DURATION FUND | FMV | $10,791,282 | $10,791,282 |
| RA CAPITAL HELATHCARE FUND | FMV | $2,336,906 | $2,336,906 |
| RADIAN CAPITAL FUND II, LP | FMV | $184,608 | $184,608 |
| RIVERSTONE GLOBAL POWER & ENERGY IV | FMV | $42,037 | $42,037 |
| RIVERSTONE GLOBAL POWER & ENERGY V | FMV | $361,253 | $361,253 |
| ROCKEFELLER ACCESS FUND 06-I | FMV | $1,045,675 | $1,045,675 |
| ROCKEFELLER ACCESS FUND 1 | FMV | $292,926 | $292,926 |
| ROCKEFELLER SPEC GLOBAL OPPS 2006 | FMV | $56,634 | $56,634 |
| ROCKEFELLER SPECIAL GLOBAL DISTRESSED | FMV | $97,912 | $97,912 |
| SFC ENERGY PARTNERS II | FMV | $31,646 | $31,646 |
| TIFF PARTNERS III | FMV | $64,864 | $64,864 |
| TIFF PARTNERS IV | FMV | $19,402 | $19,402 |
| TIFF PRIVATE EQUITY 2006 | FMV | $102,103 | $102,103 |
| TIFF PRIVATE EQUITY 2007 | FMV | $649,144 | $649,144 |
| TIFF PRIVATE EQUITY 2008 | FMV | $434,228 | $434,228 |
| TIFF REALTY & RESOURCES II | FMV | $277,268 | $277,268 |
| TIFF REALTY & RESOURCES III | FMV | $250,698 | $250,698 |
| WARBURG PINCUS PRIVATE EQUITY 12 | FMV | $2,539,325 | $2,539,325 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (5 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ARNOLD & PORTER KAYE SCHOLER LLP | $45,267 | $0 | $48,152 |
| HOGAN LOVELLS US LLP | $28,961 | $0 | $29,059 |
| MCDONALD HOPKINS LLC | $1,730 | $0 | $1,730 |
| MORGAN, LEWIS & BOCKIUS LLP | $83,771 | $0 | $92,563 |
| PILLSBURY WINTHROP SHAW PITTMAN LLP | $17,861 | $0 | $16,226 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $221,946 | BOYBookValueAmt |
| EOY Book Value | $222,900 | EOYBookValueAmt |
| EOYFMV | $222,900 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX EXPENSE | Desc |
| Amt | $209,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES AND GENERAL OFFICE EXPENSES | $245,567 | $2,775 | $244,811 |
| LEASING, REPAIRS AND MAINTENANCE | $15,224 | $0 | $15,024 |
| POSTAGE, SHIPPING AND MESSENGER SERVICES | $2,013 | $0 | $1,611 |
| INSURANCE | $63,581 | $509 | $76,398 |
| BOARD OF DIRECTORS | $8,668 | $69 | $8,599 |
| COMMUNICATIONS - DIRECT CHARITABLE ACTIVITIES | $122,088 | $0 | $122,088 |
| PROJECT OPERATIONS - DIRECT CHARITABLE ACTIVITIES | $1,855,163 | $0 | $1,969,152 |
| OTHER PARTNERSHIP EXPENSES | $787,585 | $821,122 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP AND MUTUAL FUND INCOME | $6,439,186 | $2,526,776 | $6,439,186 |
| OTHER INVESTMENT INCOME | $2,732 | $2,732 | $2,732 |
| EXCHANGE CONTRACT INCOME | $94,000 | $94,000 | |
| EXCHANGE CONTRACT INCOME | $587,500 | $587,500 | |
| ROYALITY INCOME | $205 | $205 | $205 |
| MISCELLANEOUS INCOME | $237 | $237 | $237 |
| RENTAL INCOME TO OFFSET OCCUPANCY EXPENSE | $319,127 | $319,127 | $319,127 |
| REFUND ON UNRELATED BUSINESS INCOME TAXES PAID | $611 | $611 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN UNREALIZED APPRECIATION ON INVESTMENTS | $20,219,793 |
| OTHER INV - UNREALIZED GAINS | $25,554 |
| PRESENT VALUE DISCOUNT ON CONTRIBUTIONS RECEIVED | $27,615 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $238,000 | BOYBookValueAmt |
| EOY Book Value | $447,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (13 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AMENTI CONSULTING LLC | $0 | $0 | $3,038 |
| COAST2COAST BOOKS | $3,919 | $0 | $4,167 |
| THOMAS J. CALVOCLORESSI | $32,200 | $0 | $31,000 |
| HEIDRICK & STRUGGLES, INC. | $79,999 | $0 | $26,666 |
| INDIAN LANE LLC | $18,000 | $0 | $18,000 |
| NEWMARK & CO. REAL ESTATE, INC. | $26,341 | $0 | $26,341 |
| BL NICKERSON ASSOCIATES, LLC | $2,294 | $0 | $2,294 |
| PRICEWATERHOUSECOOPERS LLP | $32,000 | $0 | $0 |
| QUATT ASSOCIATES, INC. | $24,653 | $0 | $21,101 |
| RESOURCES INVESTMENT ADVISORS, INC. | $16,363 | $0 | $16,363 |
| STONE STREET EQUITY | $0 | $0 | $4,420 |
| THIRDSPACE ACTION LAB LLC | $50,180 | $0 | $50,180 |
| INVESTMENT MANAGEMENT FEES | $1,063,047 | $435,099 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $188,873 | $0 | $0 |
| FOREIGN TAXES ON INVESTMENTS | $22,832 | $35,778 | $0 |
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