2019-05-10T06:25:40-05:00 2018-12-31 814474059 LALLY & CO LLC 5700 CORPORATE DRIVE SUITE 800 PITTSBURGH PA 15237 990PF 2018-01-01 256479933 THOMAS MARSHALL FOUNDATION C/O SUE MARSHALL ROBERTS THOM 4127419032 441 DIVISION STREET NO 202 SEWICKLEY PA 15143 SUE MARSHALL ROBERTS DIRECTOR 4127419032 2019-05-02 1 ROBERT J LALLY CPA P00088432 4123678190 2019-05-02 100.6.41.50 2019-05-02 12:11:26 ED P B8ED17420D5635311AF5C37C259747D44B507F2A BC2B358B1EBD8EC30FDB7436306F636E072070BF 2018 2019-02-21 02:37:17Z X 7810366 X X 11688 11688 208650 208650 213921 789255 213921 2134 2134 436393 436393 0 0 0 3315 0 0 9044 717 0 12000 0 6000 44049 35487 0 68408 36204 6000 247600 447600 316008 36204 453600 120385 400189 1270000 1549403 1549403 6714528 6407029 6056325 268542 204638 204638 1724 1724 8253070 8161070 7810366 300000 100000 300000 100000 X 5331477 5331477 0 0 2621593 2729593 7953070 8061070 8253070 8161070 7953070 120385 0 8073455 12385 8061070 FROM K-1 KNIGHTSBRIDGE P 2018-06-01 2018-12-31 402 402 402 FROM K-1 KNIGHTSBRIDGE P 2017-01-01 2018-12-31 37802 37802 37802 WELLS FARGO P 2017-01-01 2018-12-31 313237 318742 -5505 -5505 MS PDF CAPITAL P 2007-08-29 2018-06-06 250000 256592 -6592 -6592 CAPITAL GAINS DIVIDENDS P 187814 187814 187814 213921 0 428400 8519667 0.050284 428185 8273005 0.051757 480178 8864200 0.054170 503277 9372287 0.053698 469382 9079420 0.051697 0.261606 0.052321 8299095 434217 4002 438219 453600 X 4002 0 4002 0 4002 5760 0 0 5760 0 1758 1758 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A SUE MARSHALL ROBERTS 4127419032 441 DIVISION STREET STE 202 SEWICKLEY PA 15143 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 7205811 1219666 0 8425477 0 0 8425477 126382 8299095 414955 414955 4002 4002 410953 0 410953 0 410953 453600 0 453600 4002 449598 410953 0 0 21447 40909 40412 20965 8144 131877 453600 0 0 0 410953 42647 0 0 174524 0 0 0 0 0 0 21447 153077 40909 40412 20965 8144 42647 X THE THOMAS MARSHALL FOUNDATION CO S 441 DIVISION SREET STE 202 SEWICKLEY PA 15143 4127419032 NO FORMAL APPLICATION NO DEADLINES QUALIFIED CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY OR EDUCATIONAL ORGANIZATIONS ANGEL'S PLACE 2615 NORWOOD AVENUE PITTSBURGH PA 15214 GENERAL / CHARITABLE PURPOSE 10000 BETHLEHEM HAVEN FIFTH AVENUE COMMONS 905 WATSON STREET PITTSBURGH PA 15219 GENERAL / CHARITABLE PURPOSE 5000 CARNEGIE MUSEUMS OF PITTSBURGH 4400 FORBES AVENUE PITTSBURGH PA 15213 GENERAL / CHARITABLE PURPOSE 3000 CASA OF ALLEGHENY COUNTY 564 FORBES AVENUE 902 PITTSBURGH PA 15219 GENERAL / CHARITABLE PURPOSE 5000 CHILDREN'S HOSPITAL OF PITTSBURGH 4401 PENN AVENUE PITTSBURGH PA 15224 GENERAL / CHARITABLE PURPOSE 50000 CRISIS CENTER NORTH PO BOX 101093 PITTSBURGH PA 15237 GENERAL / CHARITABLE PURPOSE 5000 FERN HALLOW NATURE CENTER 1901 GLEN MITCHELL ROAD SEWICKLEY PA 15143 GENERAL / CHARITABLE PURPOSE 3000 GEISEL SCHOOL OF MEDICINE AT DARTMOUTH 1 ROPE FERRY RD HANOVER NH 03755 GENERAL PURPOSE 150000 GIRLS HOPE OF PITTSBURGH 1020 STATE STREET BADEN PA 15005 GENERAL / CHARITABLE PURPOSE 5000 HEARTH 1640 WASHINGTON STREET BOSTON MA 02118 GENERAL PURPOSE 5000 HOSANNA INDUSTRIES 109 RINARD LANE ROCHESTER PA 15074 GENERAL / CHARITABLE PURPOSE 3000 JUDSON MIDDLE SCHOOL - SALEM KEIZER SCHOOL DISCTRICT 2450 LANCASTER DR NE SALEM OR 97305 GENERAL / CHARITABLE PURPOSE 10000 LAUGHLIN CHILDREN'S CENTER 424 FREDERICK AVE SEWICKLEY PA 15143 GENERAL PURPOSE 7200 LEADING HEARTS-THE HEART FOUNDATION 31822 VILLAGE CENTER ROAD STE 208 WESTLAKE VILLAGE CA 91361 GENERAL PURPOSE 5000 LITTLE SEWICKLEY CREEK WATERSHED ASSOC 218 DONOHOE ROAD GREENSBURG PA 15601 GENERAL / CHARITABLE PURPOSE 4000 NATIONAL FLAG FOUNDATION 1275 BEDFORD AVENUE PITTSBURGH PA 15219 GENERAL / CHARITABLE PURPOSE 50000 OUR CLUBHOUSE 2816 SMALLMAN STREET PITTSBURGH PA 15222 GENERAL PURPOSE 4000 PITTSBURGH KIDS FOUNDATION 116 FEDERAL STREET PITTSBURGH PA 15212 GENERAL PURPOSE 3000 PITTSBURGH PARKS CONSERVANCY 2000 TECHNOLOGY DRIVE STE 300 PITTSBURGH PA 15219 GENERAL / CHARITABLE PURPOSE 3000 PITTSBURGH SYMPHONY AND ORCHESTRA 600 PENN AVENUE PITTSBURGH PA 15222 GENERAL / CHARITABLE PURPOSE 3000 SALVATION ARMY PO BOX 742 CARNEGIE PA 15106 GENERAL / CHARITABLE PURPOSE 5000 SAMARITAN COUNSELING CENTER 1106 OHIO RIVER BLVD SEWICKLEY PA 15143 GENERAL / CHARITABLE PURPOSE 4000 SEWICKLEY ACADEMY 315 ACADEMY AVENUE SEWICKLEY PA 15143 GENERAL PURPOSE 50000 SEWICKLEY VALLEY YMCA 625 BLACKBURN RD SEWICKLEY PA 15143 GENERAL PURPOSE 5000 THE VETERANS BREAKFAST CLUB 200 MAGNOLIA PLACE PITTSBURGH PA 15228 GENERAL PURPOSE 2000 UNION AID SOCIETY 601 THORN STREET SEWICKLEY PA 15143 GENERAL PURPOSE 5000 UNITED WAY OF ALLEGHENY COUNTY 1250 PENN AVENUE PO BOX 735 PITTSBURGH PA 15230 GENERAL / CHARITABLE PURPOSE 15000 VERMONT CENTER FOR ECOSTUDIES 20 PALMER CT WHITE RIVER JUNCTION VT 05001 GENERAL PURPOSE 10000 WESTERN PA CONSERVANCY 800 WATERFRONT DRIVE PITTSBURGH PA 15222 GENERAL / CHARITABLE PURPOSE 2000 WOMEN'S CENTER & SHELTER OF GREATER PITTSBURGH PO BOX 9024 PITTSBURGH PA 15224 GENERAL / CHARITABLE PURPOSE 5000 CARNEGIE MELLON UNIVERSITY 5000 FORBES AVENUE PITTSBURGH PA 15213 GENERAL PURPOSE 150 PITTSBURGH GLASS CENTER 5472 PENN AVENUE PITTSBURGH PA 15206 GENERAL PURPOSE 1250 THE TULL FAMILY THEATER 418 WALNUT STREET SEWICKLEY PA 15143 GENERAL PURPOSE 10000 447600 0 14 11688 14 208650 14 2134 18 213921 0 436393 0 436393 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 3315 0 0 MORGAN STANLEY INVESTMENTS 4140590 4018549 WELLS FARGO 1601546 1475501 AMERITRADE IRA 664893 562275 KNIGHTSBRIDGE HOLDINGS V LP AT COST 204638 204638 UNREPORTABLE INCOME (EXPENSE)FROM K-1'S 12385 INVESTMENT EXPENSES 33224 33224 0 TELEPHONE 4732 0 0 INVESTMENT EXPENSES FROM K-1'S-KNIGHTSBRIDGE 2263 2263 0 INSURANCE 1424 0 0 BANK SERVICE CHARGES 158 0 0 POSTAGE 50 0 0 OFFICE SUPPLIES 2198 0 0 KNIGHTSBRIDGE HOLDINGS 2134 2134 2134 FOREIGN TAXES 717 717 0 EXCISE TAXES 8247 0 0 LICENSES 80 0 0