THOMAS MARSHALL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS MARSHALL FOUNDATION (EIN 25-6479933)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-03
- IRS object ID
- 202031559349100013
- Schema version
- 2019v5.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-03T12:28:29-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814474059 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LALLY & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 CORPORATE DRIVE SUITE 800 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15237 | 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 | 256479933 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS MARSHALL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O SUE MARSHALL ROBERTS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 4127419032 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 DIVISION STREET NO 202 | AddressLine1Txt |
| City | SEWICKLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15143 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUE MARSHALL ROBERTS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4127419032 | PhoneNum |
| Signature | 2020-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT J LALLY CPA | PreparerPersonNm |
| PTIN | P00088432 | PTIN |
| Phone | 4123678190 | PhoneNum |
| Preparation | 2020-06-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 100.6.41.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-03 | IPDt |
| IP Tm | 11:40:21 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0786AB5E8A815BD76FFA02E7DC42565C474948CC | 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 | $8,365,619 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,215 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,215 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $224,313 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $224,313 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $185,859 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $294,173 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $185,859 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,780 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,780 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $418,167 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $418,167 | 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 | $5,755 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,173 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $891 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $12,600 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,300 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,864 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $32,396 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $61,392 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,287 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,300 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $272,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $372,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $333,692 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,287 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $378,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $84,475 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $384,880 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,549,403 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,436,824 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,436,824 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,407,029 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,503,555 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,756,402 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $204,638 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $172,393 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $172,393 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,724 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,724 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $8,161,070 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,112,772 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,365,619 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $100,000 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $100,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,331,477 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,331,477 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,729,593 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,781,295 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,061,070 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,112,772 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,161,070 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,112,772 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,061,070 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $84,475 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,145,545 | SubtotalAmt |
| Other Decreases | $32,773 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,112,772 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| RUSSELL INVT | P | 2007-02-22 | 2019-01-11 | $2,325 | $2,339 | -$14 | -$14 |
| RUSSELL INVT | P | 2007-02-22 | 2019-10-11 | $2,910 | $2,738 | $172 | $172 |
| RUSSELL INVT | P | 2007-03-07 | 2019-04-12 | $2,797 | $2,833 | -$36 | -$36 |
| RUSSELL INVT | P | 2007-03-07 | 2019-07-12 | $2,868 | $2,908 | -$40 | -$40 |
| JOHNSON & JOHNSON | P | 2014-10-15 | 2019-10-24 | $127,629 | $97,496 | $30,133 | $30,133 |
| FROM K-1 KNIGHTSBRIDGE | P | 2018-01-01 | 2019-12-31 | $36,331 | $36,331 | $36,331 | |
| CAPITAL GAINS DIVIDENDS | P | $119,313 | $119,313 | $119,313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $185,859 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $449,598 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,299,095 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054174 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $428,400 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,519,667 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050284 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $428,185 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,273,005 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051757 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $480,178 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,864,200 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054170 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $503,277 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,372,287 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053698 | DistributionYr5Rt |
| Total Distribution | 0.264083 | TotalDistributionRt |
| Average Distribution | 0.052817 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,143,684 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $430,125 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,849 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $433,974 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $378,600 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,698 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,698 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,698 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,040 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,040 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,658 | 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 | PA | 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 | SUE MARSHALL ROBERTS | IndividualWithBooksNm |
| Phone | 4127419032 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 DIVISION STREET STE 202 | AddressLine1Txt |
| City | SEWICKLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15143 | 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 |
|---|---|---|---|---|---|---|---|---|
| PNC BANK NA | ||||||||
| ONE OLIVER PLAZA 210 SIXTH STREET | PITTSBURGH | PA | 15222 | AGENT | 0.00 | $0 | $0 | $0 |
| SUE MARSHALL ROBERTS | ||||||||
| 115 CREEK DRIVE | SEWICKLEY | PA | 15143 | TRUSTEE / DIRECTOR | 0.00 | $0 | $0 | $0 |
| THERESA MARSHALL | ||||||||
| 56 OLD FARM RD | NORWICH | VT | 05055 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JEFFREY A MARSHALL | ||||||||
| 56 OLD FARM RD | NORWICH | VT | 05055 | TRUSTEE | 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 | $6,709,028 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,558,671 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,267,699 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,267,699 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $124,015 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,143,684 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $407,184 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $407,184 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,698 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,698 | TotalTaxAmt |
| Distributable Before Adj | $399,486 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $399,486 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $399,486 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $378,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $378,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $378,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $399,486 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $40,909 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $40,412 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,965 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,144 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $42,647 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $153,077 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $378,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $378,600 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $20,886 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $20,886 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $132,191 | 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 | $20,023 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $112,168 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $40,412 | ExcessFromYear4Amt |
| Excess From Year3 | $20,965 | ExcessFromYear3Amt |
| Excess From Year2 | $8,144 | ExcessFromYear2Amt |
| Excess From Year1 | $42,647 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE THOMAS MARSHALL FOUNDATION CO S | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 DIVISION SREET STE 202 | AddressLine1Txt |
| City | SEWICKLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4127419032 | RecipientPhoneNum |
| Form And Info And Materials | NO FORMAL APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | QUALIFIED CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY OR EDUCATIONAL ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| ANGEL'S PLACE | ||||||
| 2615 NORWOOD AVENUE | PITTSBURGH | PA | 15214 | GENERAL / CHARITABLE PURPOSE | $10,000 | |
| BETHLEHEM HAVEN | ||||||
| FIFTH AVENUE COMMONS 905 WATSON | PITTSBURGH | PA | 15219 | GENERAL / CHARITABLE PURPOSE | $5,000 | STREET |
| CARNEGIE MUSEUMS OF PITTSBURGH | ||||||
| 4400 FORBES AVENUE | PITTSBURGH | PA | 15213 | GENERAL / CHARITABLE PURPOSE | $3,000 | |
| CASA OF ALLEGHENY COUNTY | ||||||
| 564 FORBES AVENUE 902 | PITTSBURGH | PA | 15219 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| CHILDREN'S HOSPITAL OF PITTSBURGH | ||||||
| 4401 PENN AVENUE | PITTSBURGH | PA | 15224 | GENERAL / CHARITABLE PURPOSE | $50,000 | |
| CRISIS CENTER NORTH | ||||||
| PO BOX 101093 | PITTSBURGH | PA | 15237 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| FERN HALLOW NATURE CENTER | ||||||
| 1901 GLEN MITCHELL ROAD | SEWICKLEY | PA | 15143 | GENERAL / CHARITABLE PURPOSE | $3,000 | |
| DARTMOUTH HITCHCOCK HEALTH | ||||||
| 1 ROPE FERRY RD | HANOVER | NH | 03755 | GENERAL PURPOSE | $100,000 | |
| GWENS GIRLS | ||||||
| 711 W COMMONS ST THIRD FLOOR | PITTSBURGH | PA | 15212 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| HEARTH | ||||||
| 1640 WASHINGTON STREET | BOSTON | MA | 02118 | GENERAL PURPOSE | $5,000 | |
| HOSANNA INDUSTRIES | ||||||
| 109 RINARD LANE | ROCHESTER | PA | 15074 | GENERAL / CHARITABLE PURPOSE | $3,000 | |
| LAUGHLIN CHILDREN'S CENTER | ||||||
| 424 FREDERICK AVE | SEWICKLEY | PA | 15143 | GENERAL PURPOSE | $6,500 | |
| LEADING HEARTS-THE HEART FOUNDATION | ||||||
| 31822 VILLAGE CENTER ROAD STE 208 | WESTLAKE VILLAGE | CA | 91361 | GENERAL PURPOSE | $5,000 | |
| LITTLE SEWICKLEY CREEK WATERSHED ASSOC | ||||||
| 218 DONOHOE ROAD | GREENSBURG | PA | 15601 | GENERAL / CHARITABLE PURPOSE | $4,000 | |
| NATIONAL FLAG FOUNDATION | ||||||
| 1275 BEDFORD AVENUE | PITTSBURGH | PA | 15219 | GENERAL / CHARITABLE PURPOSE | $50,000 | |
| OUR CLUBHOUSE | ||||||
| 2816 SMALLMAN STREET | PITTSBURGH | PA | 15222 | GENERAL PURPOSE | $300 | |
| PITTSBURGH GLASS CENTER | ||||||
| 5472 PENN AVENUE | PITTSBURGH | PA | 15206 | GENERAL PURPOSE | $3,500 | |
| PITTSBURGH KIDS FOUNDATION | ||||||
| 116 FEDERAL STREET | PITTSBURGH | PA | 15212 | GENERAL PURPOSE | $3,000 | |
| PITTSBURGH PARKS CONSERVANCY | ||||||
| 2000 TECHNOLOGY DRIVE STE 300 | PITTSBURGH | PA | 15219 | GENERAL / CHARITABLE PURPOSE | $3,000 | |
| PITTSBURGH SYMPHONY AND ORCHESTRA | ||||||
| 600 PENN AVENUE | PITTSBURGH | PA | 15222 | GENERAL / CHARITABLE PURPOSE | $3,000 | |
| SALVATION ARMY | ||||||
| PO BOX 742 | CARNEGIE | PA | 15106 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| SAMARITAN COUNSELING CENTER | ||||||
| 1106 OHIO RIVER BLVD | SEWICKLEY | PA | 15143 | GENERAL / CHARITABLE PURPOSE | $4,000 | |
| THE NEIGHBORHOOD ACADEMY | ||||||
| 709 N AIKEN AVE | PITTSBURGH | PA | 15206 | GENERAL PURPOSE | $10,000 | |
| SEWICKLEY VALLEY YMCA | ||||||
| 625 BLACKBURN RD | SEWICKLEY | PA | 15143 | GENERAL PURPOSE | $5,000 | |
| THE TULL FAMILY THEATER | ||||||
| 418 WALNUT STREET | SEWICKLEY | PA | 15143 | GENERAL PURPOSE | $18,000 | |
| THE VETERANS BREAKFAST CLUB | ||||||
| 200 MAGNOLIA PLACE | PITTSBURGH | PA | 15228 | GENERAL PURPOSE | $2,000 | |
| UNION AID SOCIETY | ||||||
| 601 THORN STREET | SEWICKLEY | PA | 15143 | GENERAL PURPOSE | $5,000 | |
| UNITED WAY OF ALLEGHENY COUNTY | ||||||
| 1250 PENN AVENUE PO BOX 735 | PITTSBURGH | PA | 15230 | GENERAL / CHARITABLE PURPOSE | $15,000 | |
| VERMONT CENTER FOR ECOSTUDIES | ||||||
| 20 PALMER CT | WHITE RIVER JUNCTION | VT | 05001 | GENERAL PURPOSE | $10,000 | |
| WESTERN PA CONSERVANCY | ||||||
| 800 WATERFRONT DRIVE | PITTSBURGH | PA | 15222 | GENERAL / CHARITABLE PURPOSE | $4,000 | |
| WOMEN'S CENTER & SHELTER OF GREATER PITTSBURGH | ||||||
| PO BOX 9024 | PITTSBURGH | PA | 15224 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| PITTSBURGH FELLOWS | ||||||
| 327 BROAD STREET | SEWICKLEY | PA | 15143 | GENERAL PURPOSE | $5,000 | |
| TICKETS FOR KIDS | ||||||
| 700 BLAW AVE STE 4 | PITTSBURGH | PA | 15238 | GENERAL PURPOSE | $2,000 | |
| URBAN IMPACT | ||||||
| 801 UNION AVENUE | PITTSBURGH | PA | 15212 | GENERAL PURPOSE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $372,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,215 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $224,313 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,780 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $185,859 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $418,167 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $418,167 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $5,755 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY INVESTMENTS | $4,248,035 | $4,584,526 |
| WELLS FARGO | $1,688,123 | $1,768,191 |
| AMERITRADE IRA | $567,397 | $403,685 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | KNIGHTSBRIDGE HOLDINGS V LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $172,393 | BookValueAmt |
| EOYFMV | $172,393 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREPORTABLE INCOME (EXPENSE)FROM K-1'S | Desc |
| Amt | $32,773 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $30,356 | $30,356 | $0 |
| TELEPHONE | $4,675 | $0 | $0 |
| INVESTMENT EXPENSES FROM K-1'S-KNIGHTSBRIDGE | $2,040 | $2,040 | $0 |
| INSURANCE | $1,449 | $0 | $0 |
| BANK SERVICE CHARGES | $160 | $0 | $0 |
| OFFICE SUPPLIES | $1,184 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | KNIGHTSBRIDGE HOLDINGS | Desc |
| Revenue And Expenses Per Books | $4,780 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,780 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,780 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $891 | $891 | $0 |
| EXCISE TAXES | $2,282 | $0 | $0 |
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