2020-11-16T14:09:07-06:00 2019-12-31 222428965 CITRIN COOPERMAN & COMPANY LLP 1800 JFK BLVD 20TH FLOOR PHILADELPHIA PA 19103 990PF 2019-01-01 226919366 YVONNE & MICHAEL MARSH FAMILY FOUNDATION YVON 2155454800 1800 JFK BLVD 20TH FLOOR PHILADELPHIA PA 19103 YVONNE MARSH TRUSTEE 2155454800 2020-11-16 1 WESLEY S CASCONE CPA P00967974 2155454800 2020-11-16 71.185.218.221 2020-11-16 00:53:29 ES P 5C3912B7FE27E9CCE72927C9C257BFCE917389D0 46CE7357F516DFE520EA341AEDA6D88522753FAF 2019 2021-04-22 16:20:28Z X X 2447432 X 453271 227 227 56485 56485 112858 961183 112858 622841 169570 0 0 0 0 0 16259 15850 0 409 16259 15850 0 409 904193 904193 920452 15850 0 904602 -297611 153720 0 213160 157461 157461 2271981 1838002 2289971 2485141 1995463 2447432 16500 304 16500 304 X 0 0 0 0 2468641 1995159 2468641 1995159 2485141 1995463 2468641 -297611 4 2171034 175875 1995159 PUBLICLY TRADED SECURITIES P 961183 848325 112858 112858 112858 0 418894 2653907 0.157840 302891 2609118 0.116089 420868 2536913 0.165898 343071 2771630 0.123780 219911 2339717 0.093990 0.657597 0.131519 2386278 313841 1537 315378 904602 X 1537 0 1537 0 1537 5223 0 0 5223 0 3686 3686 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A CITRIN COOPERMAN AND COMPANY LLP 2155454800 1800 JFK BLVD 20TH FLOOR PHILADELPHIA PA 19103 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 YVONNE V MARSH 101 CENTRAL PARK WEST APT 18B NEW YORK NY 10023 TRUSTEE 0.25 0 0 0 MICHAEL C MARSH 101 CENTRAL PARK WEST APT 18B NEW YORK NY 10023 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 0 2217785 204832 0 2422617 0 0 2422617 36339 2386278 119314 119314 1537 1537 117777 0 117777 0 117777 904602 0 904602 1537 903065 117777 0 0 111599 210319 294550 174779 289428 1080675 904602 0 0 0 117777 786825 0 0 1867500 0 0 0 0 0 0 111599 1755901 210319 294550 174779 289428 786825 YVONNE V MARSH MICHAEL C MARSH X AMERICAN MUSEUM OF NATURAL HISTORY CENTRAL PARK WEST AT 79TH ST NEW YORK NY 10024 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 150 AMERICAN MUSEUM OF NATURAL HISTORY CENTRAL PARK WEST AT 79TH ST NEW YORK NY 10024 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 125 AMERICAN MUSEUM OF NATURAL HISTORY CENTRAL PARK WEST AT 79TH ST NEW YORK NY 10024 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 150 ABACO WINDING BAY RELIEF FUND 100 S POINTE DRIVE APT 2305 MIAMI BEACH FL 33139 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 10000 CORNELL MEDICAL COLLEGE 1300 YORK AVENUE BOX 314 NEW YORK NY 10065 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 15000 DEERFIELD ACADEMY PO BOX 87 DEERFIELD MA 01342 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 285714 DEERFIELD ACADEMY PO BOX 87 DEERFIELD MA 01342 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 3272 TELLURIDE ADAPTIVE SPORTS PROGRAM PO BOX 2254 TELLURIDE CO 81435 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 6003 FAY SCHOOL 48 MAIN STREET SOUTHBOROUGH MA 01772 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 350 FAY SCHOOL 48 MAIN STREET SOUTHBOROUGH MA 01772 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 40000 FAY SCHOOL 48 MAIN STREET SOUTHBOROUGH MA 01772 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 35000 METROPOLITAN MUSEUM OF ART 1000 FIFTH AVENUE NEW YORK NY 100280198 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 200 MUSEUM OF MODERN ART 11 WEST 53 STREET NEW YORK NY 10019 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 360 MUSEUM OF MODERN ART 11 WEST 53 STREET NEW YORK NY 10019 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 360 NYU SCHOOL OF MEDICINE 550 1ST AVENUE NEW YORK NY 10016 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 31250 NYU SCHOOL OF MEDICINE 550 1ST AVENUE NEW YORK NY 10016 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 31250 ONE TO ONE SAM MIGUEL MENTORING PO BOX 1574 TELLURIDE CO 81435 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 1645 PEN AMERICAN CENTER 588 BROADWAY NEW YORK NY 10012 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 50000 PEN AMERICAN CENTER 588 BROADWAY NEW YORK NY 10012 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 50000 PEN AMERICAN CENTER 588 BROADWAY NEW YORK NY 10012 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 200000 RISE SCHOOL OF AUSTIN TEXAS 4800 MANOR ROAD BUILDING J AUSTIN TX 78723 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 100 RISE SCHOOL OF AUSTIN TEXAS 4800 MANOR ROAD BUILDING J AUSTIN TX 78723 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 50000 RISE SCHOOL OF AUSTIN TEXAS 4800 MANOR ROAD BUILDING J AUSTIN TX 78723 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 50000 SHERIDAN ARTS FOUNDATION PO BOX 2680 TELLURIDE CO 81435 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 1000 SHEDD AQUARIUM 1200 S LAKE SHORE DRIVE CHICAGO IL 60605 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 250 TELLURIDE EDUCATION FOUNDATION PO BOX 3548 TELLURIDE CO 81435 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 1416 TELLURIDE EDUCATION FOUNDATION PO BOX 3548 TELLURIDE CO 81435 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 6000 TELLURIDE FILM FESTIVAL 800 JONES STREET BERKELEY CA 94710 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 7450 TELLURIDE MEDICAL CENTER PO BOX 1229 TELLURIDE CO 81435 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 1000 THE UNIVERSITY OF CHICAGO 5801 S ELLIS AVE CHICAGO IL 60637 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 1000 THE UNIVERSITY OF CHICAGO 5801 S ELLIS AVE CHICAGO IL 60637 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 10000 THINKERY AT THE MEREDITH LEARNING LAB 1830 SIMOND AVE AUSTIN TX 78723 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 148 US FRIENDS OF THE DAVID SHELDRICK WILDLIFE TRUST 25283 CABOT ROAD SUITE 101 LAGUNA HILLS CA 92653 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 2000 WILDLIFE CONSERVATION SOCIETY 2300 SOUTHERN BLVD BRONX NY 10460 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 1500 WILDLIFE CONSERVATION SOCIETY 2300 SOUTHERN BLVD BRONX NY 10460 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 1500 WILLIAMS DEVELOPMENT 880 MAIN STREET HOPKINS HALL WILLIAMSTOWN MA 01267 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 5000 WILLIAMS DEVELOPMENT 880 MAIN STREET HOPKINS HALL WILLIAMSTOWN MA 01267 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 5000 904193 0 14 227 14 56485 18 112858 0 169570 0 169570 0 0 0 0 0 0 0 0 0 0 X X 1 MICHAEL AND YVONNE MARSH 101 CENTRAL PARK WEST APT 18B NEW YORK NY 10023 106348 X 2 MICHAEL AND YVONNE MARSH 101 CENTRAL PARK WEST APT 18B NEW YORK NY 10023 17297 X 3 MICHAEL AND YVONNE MARSH 101 CENTRAL PARK WEST APT 18B NEW YORK NY 10023 14677 X 4 MICHAEL AND YVONNE MARSH 101 CENTRAL PARK WEST APT 18B NEW YORK NY 10023 11217 X 5 MICHAEL AND YVONNE MARSH 101 CENTRAL PARK WEST APT 18B NEW YORK NY 10023 29440 X 6 MICHAEL AND YVONNE MARSH 101 CENTRAL PARK WEST APT 18B NEW YORK NY 10023 24609 X 7 MICHAEL AND YVONNE MARSH 101 CENTRAL PARK WEST APT 18B NEW YORK NY 10023 11796 X 8 MICHAEL AND YVONNE MARSH 101 CENTRAL PARK WEST APT 18B NEW YORK NY 10023 10522 X 9 MICHAEL AND YVONNE MARSH 101 CENTRAL PARK WEST APT 18B NEW YORK NY 10023 18424 X 10 MICHAEL AND YVONNE MARSH 101 CENTRAL PARK WEST APT 18B NEW YORK NY 10023 27815 X 11 MICHAEL AND YVONNE MARSH 101 CENTRAL PARK WEST APT 18B NEW YORK NY 10023 12763 X 12 MICHAEL AND YVONNE MARSH 101 CENTRAL PARK WEST APT 18B NEW YORK NY 10023 82080 X 13 MICHAEL AND YVONNE MARSH 101 CENTRAL PARK WEST APT 18B NEW YORK NY 10023 30253 X 14 MICHAEL AND YVONNE MARSH 101 CENTRAL PARK WEST APT 18B NEW YORK NY 10023 1192 X 15 MICHAEL AND YVONNE MARSH 101 CENTRAL PARK WEST APT 18B NEW YORK NY 10023 17167 X 16 MICHAEL AND YVONNE MARSH 101 CENTRAL PARK WEST APT 18B NEW YORK NY 10023 25444 X 17 MICHAEL AND YVONNE MARSH 101 CENTRAL PARK WEST APT 18B NEW YORK NY 10023 2678 X 18 MICHAEL AND YVONNE MARSH 101 CENTRAL PARK WEST APT 18B NEW YORK NY 10023 1787 X 19 MICHAEL AND YVONNE MARSH 101 CENTRAL PARK WEST APT 18B NEW YORK NY 10023 7762 X 1 1,100 SHARES NESTLE S A (NSRGY) 106348 2019-05-14 2 30 SHARES SHERWIN WILLIAMS CO. (SHW) 17297 2019-10-25 3 100 SHARES VULCAN MATERIALS COM (VMC) 14677 2019-10-25 4 100 SHARES WASTE MANAGEMNT COM (VMC) 11217 2019-10-25 5 100 SHARES THERMO FISHER SCNTFC (TMO) 29440 2019-10-25 6 70 SHARES NORTHOP GRUMMAN CO (NOC) 24609 2019-10-25 7 200 SHARES KAMAN CORP (KAMN) 11796 2019-10-28 8 50 SHARES MADISON SQUARE GARDEN CO CLASS A (MSG) 10522 2019-12-23 9 400 SHARES INTERNTNL PAPER (IP) 18424 2019-12-23 10 500 SHARES MICRON TECHNOLOGY (MU) 27815 2019-12-23 11 50 SHARES HUNTINGTON INGALLS (HII) 12763 2019-12-23 12 562 SHARES JOHNSON & JOHNSON (JNJ) 82080 2019-12-23 13 100 SHARES ANTHEM INC. (ANTM) 30253 2019-12-23 14 400 SHARES BRISTOL-MYERS SQUIBB RTS RIGHTS EXP (BMYRT) 1192 2019-12-26 15 137 SHARES PROCTER & GAMBLE (PG) 17167 2019-12-26 16 400 SHARES BRISTOL-MYERS SQUIBB (BMY) 25444 2019-12-26 CALAMOS MARKET NEUTRAL INCOME 147115 152847 DOUBLELINE TOTAL RETURN 69553 66132 GABELLI ABC ADVISOR 37006 37062 LORD ABBOT SHORT DURATION INC 70947 67749 MFS INTERNATIONAL VALUE 190815 265429 PRINCIPAL MIDCAP INSTITUTONAL 147273 193496 SPDR S&P 500 ETF 609364 840376 PIMCO SHORT ASSET INVT 155882 155250 SEMPER MBS TOTAL RETURN 161531 158051 FIERA CAPITAL EMERGING MKTS FD INST 109518 124842 ANTHEM INC 22685 30203 BRISTOL-MYERS SQUIBB 22360 25676 HUNTINGTON INGALLS 6468 12544 INTERNTNL PAPER 13447 18420 JOHNSON & JOHNSON 39063 81979 MADISON SQUARE GARDEN 9160 14710 MICRON TECHNOLOGY 13916 26890 PROCTOR & GAMBLE 11047 17111 BRISTOL-MYERS SQUIBB RTS 852 1204 EXCESS OF FMV OVER DONER'S COST BASIS 175875 INVESTMENT MANAGEMENT FEES - TAG ASSOCIATES 15691 15691 0 0 NY CHARITY FILING FEE 250 0 0 250 BANK CHARGES 164 82 0 82 MISCELLANEOUS 154 77 0 77 ROUNDING 4 JP MORGAN CREDIT CARD 16500 150 DUE TO MICHAEL & YVONNE MARSH 0 154