MARATHON FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MARATHON FOUNDATION (EIN 27-3518399)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202013159349100841
- Schema version
- 2019v5.0
- 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 Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T10:47:01-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814756062 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLLIE & COMPANY CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20742 STONE OAK PARKWAY SUITE 107 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782587478 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273518399 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARATHON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARA | BusinessNameControlTxt |
| Phone | 2108281505 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20742 STONE OAK PARKWAY SUITE 107 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78258 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAUDIA HUNTINGTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2108281505 | PhoneNum |
| Signature | 2020-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WAYNE E COLLIE | PreparerPersonNm |
| PTIN | P00079891 | PTIN |
| Phone | 2108281505 | PhoneNum |
| Preparation | 2020-11-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.242.165.10 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-10 | IPDt |
| IP Tm | 10:47:01 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AEB0813E086BEE8CC5783982845D1F2F48A0EF42 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AEB0813E086BEE8CC5783982845D1F2F48A0EF42 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $450,315 | 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 | $19,471 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $8,913 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,913 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,058 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $58,986 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,058 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $38,442 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,971 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,075 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,537 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,538 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $24,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $259 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $259 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,759 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $637 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,122 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,593 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,433 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,160 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,430 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,430 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $66,023 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,433 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $63,590 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$27,581 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,538 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,155 | CashBOYAmt |
| Cash EOY | $30,566 | CashEOYAmt |
| Cash EOYFMV | $30,566 | CashEOYFMVAmt |
| Acct Rcvbl | $285 | AcctRcvblAmt |
| Acct Rcvbl EOY | $285 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $285 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $250 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $850 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $850 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $376,450 | CorporateStockBOYAmt |
| Corporate Stock EOY | $344,240 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $418,614 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $403,855 | TotalAssetsBOYAmt |
| Total Assets EOY | $375,941 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $450,315 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $403,855 | RetainedEarningBOYAmt |
| Retained Earning EOY | $375,941 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $403,855 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $375,941 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $403,855 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $375,941 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $403,855 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$27,581 | ExcessRevenueOverExpensesAmt |
| Subtotal | $376,274 | SubtotalAmt |
| Other Decreases | $333 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $375,941 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $2,241 | $2,263 | -$22 | -$22 |
| PUBLICLY TRADED SECURITIES | P | $48,395 | $46,665 | $1,730 | $1,730 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,058 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$22 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $47,803 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $443,945 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.107678 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $70,389 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $430,698 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.163430 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $128,948 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $411,048 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.313705 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $50,234 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $399,319 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.125799 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $239,519 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $516,145 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.464054 | DistributionYr5Rt |
| Total Distribution | 1.174666 | TotalDistributionRt |
| Average Distribution | 0.234933 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $438,911 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $103,115 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $165 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $103,280 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $63,590 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $331 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $331 | SubtotalAmt |
| Tax Based On Investment Income | $331 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $269 | OverpaymentAmt |
| Applied To ES Tax | $269 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THEMARATHONFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | WAYNE E COLLIE CPA | IndividualWithBooksNm |
| Phone | 2108281505 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20742 STONE OAK PARKWAY SUITE 107 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78258 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| CLAUDIA HUNTINGTON | ||||||||
| 20742 STONE OAK PARKWAY SUITE 107 | SAN ANTONIO | TX | 78258 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| MARSHALL B MILLER JR | ||||||||
| 20742 STONE OAK PARKWAY SUITE 107 | SAN ANTONIO | TX | 78258 | VICE PRES/SE | 1.00 | $0 | $0 | $0 |
| BRUCE A BLAKEMORE | ||||||||
| 20742 STONE OAK PARKWAY SUITE 107 | SAN ANTONIO | TX | 78258 | VICE PRES/TR | 1.00 | $0 | $0 | $0 |
| REID H MILLER | ||||||||
| 20742 STONE OAK PARKWAY SUITE 107 | SAN ANTONIO | TX | 78258 | VP SCHOLARSH | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE MARATHON FOUNDATION WAS ESTABLISHED TO SUPPORT AND SUSTAIN THE CITY OF MARATHON TEXAS AND SURROUNDING RANCH AREAS. THE FOUNDATION'S PRIMARY ACTIVITY IS TO PROVIDE GRANTS TO INSTITUTIONS WHICH HAVE AN IRS DESIGNATION OF 501(C)(3). AS OF 12/31/19 THE FOUNDATION SUPPORTED TWO (2) ORGANIZATIONS IN THE MARATHON TEXAS AREA. | Description1Txt |
| Description2 | THE MARATHON FOUNDATION WAS ESTABLISHED TO SUPPORT AND SUSTAIN THE CITY OF MARATHON TEXAS AND SURROUNDING RANCH AREAS. THE FOUNDATION'S SECONDARY ACTIVITY IS TO PROVIDE GRANTS IN THE FORM OF SCHOLARSHIPS TO GRADUATES OF THE MARATHON INDEPENDANT SCHOOL DISTRICT WHO DEMONSTRATE A FINANCIAL NEED AND WILL BE ENROLLED IN A FOUR YEAR COLLEGE. DURING 2019 THE FOUNDATION GAVE SCHOLARSHIPS TO FIVE(5)MARATHON HIGH SCHOOL GRADUATES. | Description2Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $413,670 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,913 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $445,595 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $445,595 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,684 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $438,911 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,946 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,946 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $331 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $331 | TotalTaxAmt |
| Distributable Before Adj | $21,615 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $21,615 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $21,615 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $63,590 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $63,590 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $63,590 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,615 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $214,298 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $30,504 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $108,560 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $49,083 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,172 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $428,617 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $63,590 | QualifyingDistributionsAmt |
| Applied To Current Year | $21,615 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $41,975 | RemainingDistriFromCorpusAmt |
| Total Corpus | $470,592 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $214,298 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $256,294 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $30,504 | ExcessFromYear4Amt |
| Excess From Year3 | $108,560 | ExcessFromYear3Amt |
| Excess From Year2 | $49,083 | ExcessFromYear2Amt |
| Excess From Year1 | $26,172 | ExcessFromYear1Amt |
| Excess From Current Year | $41,975 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CLAUDIA HUNTINGTON | ContributingManagerNm |
| Contributing Manager | MARSHALL B MILLER JR | ContributingManagerNm |
| Contributing Manager | BRUCE A BLAKEMORE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WAYNE E COLLIE CPA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20742 STONE OAK PKWY SUITE 107 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78258 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2108281505 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED MISSION STATEMENT, FUNDING CONSIDERATIONS, ELIGIBILTY AND APPLICATION PROCEDURES FOR THE MARATHON FOUNDATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHED MISSION STATEMENT, FUNDING CONSIDERATIONS, ELIGIBILTY AND APPLICATION PROCEDURES FOR TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED MISSION STATEMENT, FUNDING CONSIDERATIONS, ELIGIBILTY AND APPLICATION PROCEDURES FOR THE MARATHON FOUNDATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MARATHON VOLUNTEER FIRE DEPARTMENT | |||||||
| PO BOX 365 | MARATHON | TX | 79842 | NONE | PC | OPERATING EXPENSES | $2,000 |
| MARATHON INDEPENDENT SCHOOL DISTRIC | |||||||
| PO BOX 416 | MARATHON | TX | 79845 | NONE | PC | MARATHON ISD OPERATING EXPENSES | $2,000 |
| MARATHON INDEPENDENT SCHOOL DISTRIC | |||||||
| PO BOX 416 | MARATHON | TX | 79845 | NONE | PC | SHOP PROGRAM | $300 |
| MARATHON INDEPENDENT SCHOOL DISTRIC | |||||||
| PO BOX 416 | MARATHON | TX | 79845 | NONE | PC | PLAYGROUND EQUIPMENT | $24,250 |
| KRYSTAL AGUILAR | |||||||
| PO BOX 197 | MARATHON | TX | 79842 | NONE | SCHOLARSHIP PD TO SUL ROSS UNIV | $1,320 | |
| CELESTINE GARCIA | |||||||
| 11694 MOCHA DUNE DR | EL PASO | TX | 79934 | NONE | SCHOLARSHIP PD TO TEXAS TECH EL PASO | $2,800 | |
| NOAH AGUILAR | |||||||
| PO BOX 1495 | APLINE | TX | 79831 | NONE | SCHOLARSHIP PD TO MIDLAND COLLEGE | $2,400 | |
| MCKAYLA WILLIAMSON | |||||||
| PO BOX | MARATHON | TX | 79482 | NONE | SHOLARSHIP PD TO UT PERMIAN BASIN | $400 | |
| TRISTYN GALINDO | |||||||
| PO BOX 279 | MARATHON | TX | 79842 | NONE | SCHOLARSHIP PD TO WEST TEXAS A&M | $960 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,430 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,913 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,058 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $18,971 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,971 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | JOAN AND HERB KELLEHER CHARITABLE F | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12170 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCCOUNTING FEES | CategoryTxt |
| Amt | $3,075 | Amt |
| Net Investment Income | $1,537 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,538 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN HIGH INCOME TRUST FD A | $54,441 | $49,642 |
| AMCAP FUND A | $66,532 | $93,992 |
| CAPITAL WORLD BOND FUND A | $39,404 | $39,601 |
| CAPITAL WORLD GROWTH & INC FUND A | $52,814 | $70,039 |
| NEW WORLD FUND A | $67,172 | $82,134 |
| GLOBAL BALANCED FUND A | $31,928 | $40,885 |
| SMALLCAP WORLD FUND A | $31,949 | $42,321 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAXES PAID | Desc |
| Amt | $333 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| INSURANCE | $1,122 | $1,122 | |
| BANK FEES | $637 | $637 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $24,500 | Amt |
| Disbursements Charitable Prps | $24,500 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX ON DIVIDENDS | CategoryTxt |
| Amt | $259 | Amt |
| Net Investment Income | $259 | NetInvestmentIncomeAmt |
Comments