MARCUM FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MARCUM FOUNDATION (EIN 46-4244195)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-08
- IRS object ID
- 202121289349100702
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-08T08:18:46-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540504608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN EDWARDS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1815 JEFFERSON STREET | AddressLine1Txt |
| City | BLUEFIELD | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 24701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464244195 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARC | BusinessNameControlTxt |
| Phone | 4233513092 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 MARSH HAWK DRIVE | AddressLine1Txt |
| City | VONORE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37885 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONNIE MARCUM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4233513092 | PhoneNum |
| Signature | 2021-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RONNIE | PersonFirstNm |
| Person Last | MARCUM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J K SIMMONS | PreparerPersonNm |
| PTIN | P00545190 | PTIN |
| Phone | 3043258157 | PhoneNum |
| Preparation | 2021-05-07 | 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 | $657,367 | 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 | $3,922 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,422 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,422 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$7,940 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $72,659 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,404 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,422 | 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 | $1,030 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,030 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,904 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,904 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $752 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,707 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,934 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,107 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,934 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,703 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,488 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $89 | CashBOYAmt |
| Cash EOY | $51 | CashEOYAmt |
| Cash EOYFMV | $51 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $22,129 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,974 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,974 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $130,434 | CorporateStockBOYAmt |
| Corporate Stock EOY | $171,523 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $469,780 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $200,086 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $139,487 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $172,562 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $352,738 | TotalAssetsBOYAmt |
| Total Assets EOY | $326,035 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $657,367 | 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 | $352,738 | RetainedEarningBOYAmt |
| Retained Earning EOY | $326,035 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $352,738 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $326,035 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $352,738 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $326,035 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $352,738 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,703 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $326,035 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $326,035 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,586.663 SHS BAILLIE GIFFORD EMRG | P | 2019-08-21 | 2020-05-05 | $26,996 | $30,600 | -$3,604 | -$3,604 |
| 3,322.193 SHS PGIM TOTAL RETURN BD | P | 2019-08-26 | 2020-03-18 | $44,949 | $49,999 | -$5,050 | -$5,050 |
| CAPITAL GAINS DIVIDENDS | P | $714 | $714 | $714 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$7,940 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $48 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $48 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $48 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $450 | 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 | $450 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $402 | OverpaymentAmt |
| Applied To ES Tax | $402 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | 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 | RONNIE MARCUM | IndividualWithBooksNm |
| Phone | 4233513092 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 MARSH HAWK DRIVE | AddressLine1Txt |
| City | VONORE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37885 | 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 |
|---|---|---|---|---|---|---|---|---|
| RONNIE MARCUM | ||||||||
| 370 MARSH HAWK DRIVE | VONORE | TN | 37885 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| ALICE FAYE MARCUM | ||||||||
| 370 MARSH HAWK DRIVE | VONORE | TN | 37885 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MONTE ALAN MARCUM | ||||||||
| 500 N DUKE ST 56-102 | DURHAM | NC | 27701 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CASEY AUSTIN MARCUM | ||||||||
| 2409 SCOTS PINE CROSSING | DURHAM | NC | 27713 | DIRECTOR | 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 | $539,057 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $539,057 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $539,057 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,086 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $530,971 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,549 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,549 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $48 | TotalTaxAmt |
| Distributable Before Adj | $26,501 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $26,501 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $26,501 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $25,400 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $25,400 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,501 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $19,821 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $19,821 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,579 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $20,922 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONNIE MARCUM | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RONNIE MARCUM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 MARSH HAWK DRIVE | AddressLine1Txt |
| City | VONORE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37885 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4233513092 | RecipientPhoneNum |
| Recipient Email Address | RMARCUM970@AOL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BHS BAND BOOSTERS | |||||||
| 610 COUNTRY CLUB DR | BLACKABURG | VA | 24060 | NONE | PUBLIC | EDUCATIONAL | $50 |
| BLACKSBURG MUSEUM & CULTURAL FOUNDATION | |||||||
| 204 DRAPER RD SW | BLACKABURG | VA | 24060 | NONE | PUBLIC | CHARITABLE | $5,000 |
| BLACKSBURG SPORTS CLUB | |||||||
| PO BOX 712 | BLACKABURG | VA | 24063 | NONE | PUBLIC | CHARITABLE | $1,000 |
| BLACKSBURG VOLUNTEER RESCUE SQUAD | |||||||
| 1300 PROGRESS ST NW | BLACKABURG | VA | 24060 | NONE | PUBLIC | CHARITABLE | $100 |
| FRONT PORCH MUSIC SCHOOL | |||||||
| 221 EAST WATER STREET | CHARLOTTESVILLE | VA | 22902 | NONE | PUBLIC | CHARITABLE | $100 |
| EAGLES NEST REGENERATION | |||||||
| 148 REHOBOTH LANE | FLOYD | VA | 24091 | NONE | PUBLIC | CHARITABLE | $3,000 |
| DUKE CANCER INSTITUTE | |||||||
| 300 W MORGAN STREET | DURHAM | NC | 27701 | NONE | PUBLIC | CHARITABLE | $1,000 |
| MONROE COUNTY FRIENDS OF ANIMALS | |||||||
| PO BOX 106 | VONORE | TN | 37885 | NONE | PUBLIC | CHARITABLE | $150 |
| P BUCKLEY MOSS FOUNDATION | |||||||
| 74 POPLAR GROVE LN | MATTHEWS | NC | 23109 | NONE | PUBLIC | CHARITABLE | $200 |
| PROSTATE CANCER FOUNDATION | |||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | NONE | PUBLIC | CHARITABLE | $200 |
| RADFORD UNIVERSITY FOUNDATION | |||||||
| PO BOX 6893 | RADFORD | VA | 24142 | NONE | PUBLIC | EDUCATIONAL | $2,500 |
| RIVERVIEW CEMETARY FUND | |||||||
| PO BOX 162 | EAST STONE GAP | VA | 24246 | NONE | PUBLIC | CHARITABLE | $50 |
| VIRGINIA TECH ATHLETIC FUND | |||||||
| PO BOX 10307 | BLACKABURG | VA | 24062 | NONE | PUBLIC | CHARITABLE | $1,750 |
| VIRGINIA TECH FOUNDATION | |||||||
| 902 PRICES FORK ROAD | BLACKABURG | VA | 24061 | NONE | PUBLIC | EDUCATIONAL | $8,100 |
| VT FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| PO BOX 296 | BLACKABURG | VA | 24063 | NONE | PUBLIC | CHARITABLE | $1,200 |
| WVU FOUNDATION | |||||||
| PO BOX 1650 | MORGANTOWN | WV | 26507 | NONE | PUBLIC | EDUCATIONAL | $500 |
| YMCA OF THE TRIANGLE | |||||||
| 801 CORPORATE CENTER DR SUITE 200 | RALEIGH | NC | 27607 | NONE | PUBLIC | CHARITABLE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,422 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$7,940 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $482 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $482 | 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 | FORM 990-PF PREPARATION | CategoryTxt |
| Amt | $1,030 | Amt |
| Net Investment Income | $1,030 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WALT DISNEY CO | $7,985 | $30,076 |
| AMAZON.COM INC | $3,668 | $65,138 |
| ALPHABET INC | $4,473 | $29,795 |
| COSTCO WHSL CORP NEW | $6,570 | $15,448 |
| SEMPRA ENERGY COM | $4,180 | $12,741 |
| VALERO ENERGY CORP | $2,271 | $8,485 |
| APPLE INC | $8,333 | $42,992 |
| BOEING CO | $4,214 | $8,776 |
| DUKE ENERGY CORP | $8,353 | $9,064 |
| JOHNSON & JOHNSON | $8,367 | $13,063 |
| MICROSOFT CORP | $11,315 | $62,722 |
| NIKE INC CL B | $4,395 | $10,469 |
| PHILLIPS 66 COM | $2,132 | $6,994 |
| PROCTER & GAMBLE | $8,340 | $13,497 |
| VERIZON COMMUNICATIONS | $9,445 | $11,104 |
| VISA INC COM CL A | $8,157 | $22,529 |
| ACCENTURE PLC | $8,211 | $18,546 |
| AMGEN INC | $5,004 | $6,668 |
| CME GROUP INC | $8,891 | $11,833 |
| LOCKHEED MARTIN CORP | $3,859 | $5,325 |
| UNITED PARCEL SVC | $8,314 | $12,125 |
| CSX CORP | $4,764 | $8,621 |
| JP MORGAN CHASE & CO | $4,552 | $6,989 |
| PULTE GROUP INC | $5,001 | $8,624 |
| SPROTT PHYSICAL GOLD ETV | $16,003 | $18,742 |
| STARBUCKS CORP | $4,726 | $9,414 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES CORE S&P MID CAP | AT COST | $45,810 | $55,849 |
| ISHARES CORE S&P SMALL CAP | AT COST | $17,903 | $21,596 |
| LORD ABBETT SHORT DUR | AT COST | $22,900 | $22,821 |
| HARDING LOEVNER INTL | AT COST | $30,000 | $41,719 |
| JOHCM INTL SLCT FD | AT COST | $22,874 | $30,577 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL REPORT FEE | Desc |
| Revenue And Expenses Per Books | $21 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHARLES SCHWAB ADVISOR FEE | CategoryTxt |
| Amt | $3,904 | Amt |
| Net Investment Income | $3,904 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $752 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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