MARKS FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MARKS FAMILY FOUNDATION (EIN 46-1352263)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-11
- IRS object ID
- 202231319349103703
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-11T11:19:53-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 FIFTH AVENUE | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461352263 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 2069569471 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 FIRST AVENUE 2700 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98121 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN J MARKS | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2069569471 | PhoneNum |
| Signature | 2022-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRIAN | PersonFirstNm |
| Person Last | MARKS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEELEY KENNETT | PreparerPersonNm |
| PTIN | P01336754 | PTIN |
| Phone | 2065777880 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 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 | $18,631,984 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,005,360 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $311,259 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $311,259 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,346,171 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,573,927 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,346,171 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $609 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $609 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,663,399 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,658,039 | 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 | $10,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,617 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,883 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $65,088 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $65,088 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $901 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $901 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $73 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $76,589 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,679 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,910 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $823,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $823,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $899,589 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,679 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $825,910 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,763,810 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,584,360 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $320,055 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $400,450 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $400,450 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $12,175,401 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,808,816 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,371,534 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $810,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $860,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $860,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,305,456 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,069,266 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,631,984 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $13,305,456 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,069,266 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,305,456 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,069,266 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,305,456 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,069,266 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,305,456 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,763,810 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,069,266 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,069,266 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| GS X1942-2 - PUBLICLY TRADED SECURITIES | 2021-12-31 | $377,324 | $369,377 | $7,947 | $7,947 | |
| GS X1942-2 - PUBLICLY TRADED SECURITIES | 2021-12-31 | $68,925 | $57,442 | $11,483 | $11,483 | |
| GS X1943-0 - PUBLICLY TRADED SECURITIES | 2021-12-31 | $470,806 | $289,939 | $180,867 | $180,867 | |
| GS X1943-0 - PUBLICLY TRADED SECURITIES | 2021-12-31 | $67,119 | $54,089 | $13,030 | $13,030 | |
| GS X1950-5 - PUBLICLY TRADED SECURITIES | 2021-12-31 | $198,683 | $128,590 | $70,093 | $70,093 | |
| GS X1950-5 - PUBLICLY TRADED SECURITIES | 2021-12-31 | $32,136 | $22,875 | $9,261 | $9,261 | |
| GS X1951-3 - PUBLICLY TRADED SECURITIES | 2021-12-31 | $122,957 | $75,239 | $47,718 | $47,718 | |
| GS X1951-3 - PUBLICLY TRADED SECURITIES | 2021-12-31 | $42,831 | $30,942 | $11,889 | $11,889 | |
| GS X1951-3 - PUBLICLY TRADED SECURITIES | 2021-12-31 | $33 | $33 | $33 | ||
| GS X7670-1 - PUBLICLY TRADED SECURITIES | 2021-12-31 | $174,500 | $113,508 | $60,992 | $60,992 | |
| GS X7670-1 - PUBLICLY TRADED SECURITIES | 2021-12-31 | $143,375 | $108,929 | $34,446 | $34,446 | |
| GS X7842-2 - PUBLICLY TRADED SECURITIES | 2021-12-31 | $1,767,597 | $213,551 | $1,554,046 | $1,554,046 | |
| GS X7854-7 - PUBLICLY TRADED SECURITIES | 2021-12-31 | $2,312,649 | $2,109,505 | $203,144 | $203,144 | |
| GS X7854-7 - PUBLICLY TRADED SECURITIES | 2021-12-31 | $69,977 | $69,071 | $906 | $906 | |
| GS X7854-7 - PUBLICLY TRADED SECURITIES | 2021-12-31 | $112,723 | $116,719 | -$3,996 | -$3,996 | |
| GS X7952-9 - PUBLICLY TRADED SECURITIES | 2021-12-31 | $479,548 | $467,980 | $11,568 | $11,568 | |
| $0 | $0 | P | ||||
| $0 | $0 | P | ||||
| $0 | $0 | P | ||||
| $0 | $0 | P | ||||
| $0 | $0 | P | ||||
| $0 | $0 | P | ||||
| $0 | $0 | P | ||||
| $0 | $0 | P | ||||
| $0 | $0 | P | ||||
| $0 | $0 | P | ||||
| $0 | $0 | P | ||||
| $0 | $0 | P | ||||
| CAPITAL GAINS DIVIDENDS | $132,744 | $132,744 | $132,744 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,346,171 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $35,923 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $35,923 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $35,923 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,054 | 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 | $4,054 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $31,869 | 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 | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BRIAN J MARKS | IndividualWithBooksNm |
| Phone | 2069569471 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 FIRST AVENUE 2700 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN J MARKS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 FIRST AVENUE 2700 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,646,109 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $522,038 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,168,147 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,168,147 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $242,522 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,925,625 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $796,281 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $796,281 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35,923 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $35,923 | TotalTaxAmt |
| Distributable Before Adj | $760,358 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $760,358 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $760,358 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $825,910 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $825,910 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $760,358 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $21,941 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $825,910 | QualifyingDistributionsAmt |
| Applied To Year1 | $21,941 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $760,358 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $43,611 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $43,611 | 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 | $43,611 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $43,611 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRIAN J MARKS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADAS YESHURUN SYNAGOGUE | ||||||
| 935 JOHNS ROAD | AUGUSTA | GA | 30904 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $13,000 |
| AUGUSTA FEDERATION OF JEWISH CHARITIES | ||||||
| 898 WEINBERGER WAY | EVANS | GA | 30809 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $110,000 |
| AUGUSTA PARTNERSHIP FOR CHILDREN INC | ||||||
| 353 TELFAIR STREET | AUGUSTA | GA | 30901 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $20,000 |
| BAINBRIDGE ARTISAN RESOURCE NETWORK | ||||||
| 8890 THREE TREE LANE NE | BAINBRIDGE ISLAND | WA | 98110 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $10,000 |
| BAINBRIDGE ISLAND LAND TRUST | ||||||
| PO BOX 10144 | BAINBRIDGE ISLAND | WA | 98110 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $15,000 |
| BAINBRIDGE ISLAND MUSEUM OF ART | ||||||
| 550 WINSLOW WAY E | BAINBRIDGE ISLAND | WA | 98110 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $10,000 |
| BAINBRIDGE ISLAND PARKS FOUNDATION | ||||||
| PO BOX 11127 | BAINBRIDGE ISLAND | WA | 98110 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $10,000 |
| BAINBRIDGE YOUTH SERVICES | ||||||
| PO BOX 11173 | BAINBRIDGE ISLAND | WA | 98110 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $10,000 |
| BRICK BY BRICK PARTNERS | ||||||
| 232 7TH STREET | BROOKLYN | NY | 11215 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $5,000 |
| CHRIST COMMUNITY HEALTH SERVICES INC | ||||||
| 2595 CENTRAL AVENUE | MEMPHIS | TN | 38104 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $20,000 |
| CLASSICAL KING FM | ||||||
| 363 MERCER STREET SUITE 200 | SEATTLE | WA | 98109 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $5,000 |
| CSRA BOYS AND GIRLS CLUB | ||||||
| 206 MILLEGDE ROAD | AUGUSTA | GA | 30904 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $22,500 |
| EARLY MUSIC SEATTLE | ||||||
| PO BOX 25893 | SEATTLE | WA | 98125 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $2,500 |
| FAMILY CONNECTION OF COLUMBIA COUNTY | ||||||
| 5915 EUCHEE CREEK DRIVE | GROVETOWN | GA | 30813 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $10,000 |
| FAMILY PROMISE OF AUGUSTA INC | ||||||
| 2177 CENTRAL AVENUE | AUGUSTA | GA | 30904 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $10,000 |
| GOLDEN HARVEST FOOD BANK | ||||||
| 3310 COMMERCE DRIVE | AUGUSTA | GA | 30909 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $10,000 |
| HELPLINE HOUSE | ||||||
| 282 KNECHTEL WAY NE | BAINBRIDGE ISLAND | WA | 98110 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $15,000 |
| I HAVE A DREAM FOUNDATION OF BOULDER COUNTY | ||||||
| 5390 MANHATTAN CIRCLE | BOULDER | CO | 80303 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $5,000 |
| ISLAND VOLUNTEER CAREGIVERS | ||||||
| PO BOX 11253 | BAINBRIDGE ISLAND | WA | 98110 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $10,000 |
| ISLANDWOOD | ||||||
| 4450 BLAKELY AVENUE NE | BAINBRIDGE ISLAND | WA | 98110 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $15,000 |
| PEACOCK FAMILY SERVICES | ||||||
| 305 MADISON AVENUE N SUITE C | BAINBRIDGE ISLAND | WA | 98110 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $5,000 |
| PILCHUCK GLASS SCHOOL | ||||||
| 240 2ND AVE S 100 | SEATTLE | WA | 98104 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $35,000 |
| PUGET SOUND RESTORATION FUND | ||||||
| 8001 NE DAY RD | BAINBRIDGE ISLAND | WA | 98110 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $10,000 |
| PUGET SOUNDKEEPER ALLIANCE | ||||||
| 130 NICKERSON STREET 107 | SEATTLE | WA | 98109 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $2,500 |
| RISE AUGUSTA INC | ||||||
| PO BOX 1604 | AUGUSTA | GA | 30903 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $10,000 |
| RONALD MCDONALD HOUSE CHARITIES OF AUGUSTA INC | ||||||
| 1442 HARPER STREET | AUGUSTA | GA | 30901 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $5,000 |
| SEATTLE OPERA ANNUAL FUND | ||||||
| 363 MERCER STREET | SEATTLE | WA | 98109 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $270,000 |
| SEATTLE SYMPHONY ANNUAL FUND | ||||||
| 200 UNIVERSITY STREET | SEATTLE | WA | 98101 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $125,000 |
| THE JESSYE NORMAN SCHOOL OF ARTS | ||||||
| 739 GREENE STREET | AUGUSTA | GA | 30901 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $2,500 |
| UNITED WAY OF THE CSRA | ||||||
| 1765 BROAD STREET | AUGUSTA | GA | 30904 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $10,000 |
| UNIVERSITY HEALTHCARE FOUNDATION | ||||||
| 2260 WRIGHTSBORO ROAD | AUGUSTA | GA | 30904 | 501(C)(3) | FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $823,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $311,259 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $609 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,346,171 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,658,039 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,658,039 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (12 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| BRIAN J MARKS | ||||||
| 1 | 2000 FIRST AVENUE 2700 | SEATTLE | WA | 98121 | $265,853 | Yes (X) |
| BRIAN J MARKS | ||||||
| 2 | 2000 FIRST AVENUE 2700 | SEATTLE | WA | 98121 | $12,298 | Yes (X) |
| BRIAN J MARKS | ||||||
| 3 | 2000 FIRST AVENUE 2700 | SEATTLE | WA | 98121 | $21,877 | Yes (X) |
| BRIAN J MARKS | ||||||
| 4 | 2000 FIRST AVENUE 2700 | SEATTLE | WA | 98121 | $54,155 | Yes (X) |
| BRIAN J MARKS | ||||||
| 5 | 2000 FIRST AVENUE 2700 | SEATTLE | WA | 98121 | $5,486 | Yes (X) |
| BRIAN J MARKS | ||||||
| 6 | 2000 FIRST AVENUE 2700 | SEATTLE | WA | 98121 | $21,414 | Yes (X) |
| BRIAN J MARKS | ||||||
| 7 | 2000 FIRST AVENUE 2700 | SEATTLE | WA | 98121 | $101,677 | Yes (X) |
| BRIAN J MARKS | ||||||
| 8 | 2000 FIRST AVENUE 2700 | SEATTLE | WA | 98121 | $21,779 | Yes (X) |
| BRIAN J MARKS | ||||||
| 9 | 2000 FIRST AVENUE 2700 | SEATTLE | WA | 98121 | $23,968 | Yes (X) |
| BRIAN J MARKS | ||||||
| 10 | 2000 FIRST AVENUE 2700 | SEATTLE | WA | 98121 | $244,613 | Yes (X) |
| BRIAN J MARKS | ||||||
| 11 | 2000 FIRST AVENUE 2700 | SEATTLE | WA | 98121 | $226,696 | Yes (X) |
| BRIAN J MARKS | ||||||
| 12 | 2000 FIRST AVENUE 2700 | SEATTLE | WA | 98121 | $5,544 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (12 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,525 SHS OF APPLE INC | $265,853 | 2021-12-14 |
| 2 | 20 SHS OF ADOBE INC | $12,298 | 2021-12-14 |
| 3 | 29 SHS ASML HOLDINGS N.V. | $21,877 | 2021-12-14 |
| 4 | 176 SHS DANAHER CORPORATION | $54,155 | 2021-12-14 |
| 5 | 136 SHS DEVON ENERGY CORPORATION | $5,486 | 2021-12-14 |
| 6 | 40 SHS DEXCOM, INC. | $21,414 | 2021-12-14 |
| 7 | 159 SHS INTUIT INC | $101,677 | 2021-12-14 |
| 8 | 110 SHS KEYSIGHT TECHNOLOGIES, INC | $21,779 | 2021-12-14 |
| 9 | 60 SHS KLA CORP | $23,968 | 2021-12-14 |
| 10 | 745 SHS MICROSOFT CORPORATION | $244,613 | 2021-12-14 |
| 11 | 800 SHS NVIDIA CORPORATION | $226,696 | 2021-12-14 |
| 12 | 110 SHS TRARGA RESOURCES CORP. | $5,544 | 2021-12-14 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $10,500 | Amt |
| Net Investment Income | $7,617 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,883 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PUBLICALLY TRADED SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $14,808,816 | BookValueAmt |
| EOYFMV | $17,371,534 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INSURANCE POLICY | Desc |
| BOY Book Value | $810,000 | BOYBookValueAmt |
| EOY Book Value | $860,000 | EOYBookValueAmt |
| EOYFMV | $860,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REGISTRATION | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $73 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GS X7952-9 - ORDINARY INCOME | Desc |
| Revenue And Expenses Per Books | $609 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $609 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $609 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $65,088 | Amt |
| Net Investment Income | $65,088 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN MARKS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 FIRST AVENUE 2700 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98121 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $901 | Amt |
| Net Investment Income | $901 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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