BETA

MARSHALL FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MARSHALL FOUNDATION (EIN 76-0537578)
Tax period
2018-01-01 to 2018-12-31
Filed
2020-01-31
IRS object ID
202040319349100704
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-01-31T15:00:16-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN741769118PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BRIGGS & VESELKA COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1NINE GREENWAY PLAZA SUITE 1700AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77046ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760537578EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARSHALL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARSBusinessNameControlTxt
Phone7132535473PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 187AddressLine1Txt
CityKATYCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77492ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJON A MARSHALLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7132535473PhoneNum
Signature2020-01-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ STEVEN AWALTPreparerPersonNm
PTINP00087678PTIN
Phone7136679147PhoneNum
Preparation2020-01-31PreparationDt
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$631,951FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$25,478DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,478DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$11,162NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$190,312GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,162CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$46,640TotalRevAndExpnssAmt
Total Net Invst Incm$36,640TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$260LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$260LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,200AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,562OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,562OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$793OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$793OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,815TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,022TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$793TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$177,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$177,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$184,015TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,022TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$177,993TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$137,375ExcessRevenueOverExpensesAmt
Net Investment Income$30,618NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$15,564CashBOYAmt
Cash EOY$4,852CashEOYAmt
Cash EOYFMV$4,852CashEOYFMVAmt
Sav And Temp Cash Invst BOY$85,974SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$158,401SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$158,401SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$612,705CorporateStockBOYAmt
Corporate Stock EOY$411,310CorporateStockEOYAmt
Corporate Stock EOYFMV$463,879CorporateStockEOYFMVAmt
Mortgage Loans BOY$8,495MortgageLoansBOYAmt
Mortgage Loans EOY$0MortgageLoansEOYAmt
Mortgage Loans EOYFMV$0MortgageLoansEOYFMVAmt
Other Assets BOY$4,819OtherAssetsBOYAmt
Other Assets EOY$4,819OtherAssetsEOYAmt
Other Assets EOYFMV$4,819OtherAssetsEOYFMVAmt
Total Assets BOY$727,557TotalAssetsBOYAmt
Total Assets EOY$579,382TotalAssetsEOYAmt
Total Assets EOYFMV$631,951TotalAssetsEOYFMVAmt
Deferred Revenue BOY$4,642DeferredRevenueBOYAmt
Total Liabilities BOY$4,642TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$276,871CapitalStockBOYAmt
Capital Stock EOY$276,871CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$446,044RetainedEarningBOYAmt
Retained Earning EOY$302,511RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$722,915TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$579,382TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$727,557TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$579,382TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$722,915TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$137,375ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$585,540SubtotalAmt
Other Decreases$6,158OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$579,382TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH CAPITAL LOSSP2010-01-282018-04-18$179,057$179,150-$93-$93
LAGUNA SECA INSTALLMENT GAINP2003-04-302018-12-31$1,650$1,650$1,650
OSCAR RODRIGUEZ INSTALLMENT GAINP2003-09-302018-12-31$2,935$2,935$2,935
MERRILL LYNCH CAPITAL GAIN DISTRIBUTIONP2018-01-012018-12-31$6,670$6,670$6,670
FieldValueIRS element (for citing)
Capital Gain Net Income$11,162CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$29,182AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$799,212NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.036513DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,507,604AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,553,925NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.970191DistributionYr2Rt
Adjusted Qlfy Distri Yr3$54,381AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,912,601NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.028433DistributionYr3Rt
Adjusted Qlfy Distri Yr4$197,878AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,875,060NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.105532DistributionYr4Rt
Adjusted Qlfy Distri Yr5$149,648AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,803,252NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.082988DistributionYr5Rt
Total Distribution1.223657TotalDistributionRt
Average Distribution0.244731AverageDistributionRt
Net Vl Noncharitable Assets$614,267NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$150,330AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$306NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$150,636AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$177,993QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$306InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$306SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$306TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$936EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$936TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$630OverpaymentAmt
Applied To ES Tax$630AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJON A MARSHALLIndividualWithBooksNm
Phone7132535473PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 187AddressLine1Txt
CityKATYCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77492ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JON A MARSHALL
PO BOX 187KATYTX77492PRESIDENT/DIRECTOR1.00$0$0$0
ROXANN L MARSHALL
PO BOX 187KATYTX77492SECRETARY/DIRECTOR1.00$0$0$0
WILENE MARSHALL
PO BOX 187KATYTX77492DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$489,177AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$132,279AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,165FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$623,621TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$623,621AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,354CashDeemedCharitableAmt
Net Vl Noncharitable Assets$614,267NetVlNoncharitableAssetsAmt
Minimum Investment Return$30,713MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$30,713MinimumInvestmentReturnAmt
Tax Based On Investment Income$306TaxBasedOnInvestmentIncomeAmt
Total Tax$306TotalTaxAmt
Distributable Before Adj$30,407DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$30,407DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$30,407DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$177,993ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$177,993QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$306PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$177,687AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$30,407DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$52,552ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$107,439ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$1,431,150ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$1,591,141TotalExcessDistributionCyovAmt
Qualifying Distributions$177,993QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$30,407AppliedToCurrentYearAmt
Remaining Distri From Corpus$147,586RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,738,727TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$52,552ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,686,175ExcessDistriCyovToNextYrAmt
Excess From Year4$107,439ExcessFromYear4Amt
Excess From Year2$1,431,150ExcessFromYear2Amt
Excess From Current Year$147,586ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJON A MARSHALLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE BROOKWOOD COMMUNITY
1752 FM 1489BROOKSHIRETX77423UNRELATEDPUBLIC CHARITYAGRICULTURE AND GENERAL$25,000
WELLNESS FARMS INC
PO BOX 187KATYTX77492UNRELATEDPRIVATE OPERATING FOAGRICULTURE AND GENERAL$137,200
TERMITE WATKINS CHARITABLE FOUNDATION
14110 ROCK DOVE LNHOUSTONTX77044UNRELATEDPUBLIC CHARITYGENERAL$10,000
HOUSTON SCOTTISH RITE LEARNING CENTER INC
PO BOX 2348BELLAIRETX77402UNRELATEDPUBLIC CHARITYGENERAL$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$177,200TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,478ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$11,162ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$36,640ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$36,640TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJON A MARSHALLContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 187AddressLine1Txt
CityKATYCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77492ZIPCd
FieldValueIRS element (for citing)
Total Contributions$10,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING/TAX PREPARATION FEESCategoryTxt
Amt$1,200Amt
Net Investment Income$1,200NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierDISASTER RELIEFIdentifierTxt
Form And Line ReferenceFORM 990-PFFormAndLineReferenceDesc
Medium ExplanationRETURN IS BEING FILED PURSUANT TO REG 301.7508A-1(D)(1)FOR TAX RELIEF OF VICTIMS OF SEVERE STORMS AND FLOODING INTEXAS. THE TAXPAYERS' TAX RECORDS ARE LOCATED IN HARRISCOUNTY, A COUNTY THAT IS IN THE DESIGNATED DISASTER AREACOVERED IN THE DECLARATION.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMERRILL LYNCHStockNm
EOY Book Value$411,310EOYBookValueAmt
EOYFMV$463,879EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$260LegalFeesAmt
Net Investment Income$260NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DIVIDENDS RECEIVABLE$841$841$841
GINDORFF DISTRIBUTION RECEIVABLE$3,978$3,978$3,978

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescML COST BASIS ADJUSTMENTDesc
Amt$6,158Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$521$0$521
OFFICE ADMINISTRATIVE EXPENSE$272$0$272

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBROKERAGE FEESCategoryTxt
Amt$4,562Amt
Net Investment Income$4,562NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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