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JOHN & TAMI MARICK FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
JOHN & TAMI MARICK FOUNDATION INC (EIN 46-2345457)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-06-30
IRS object ID
201601829349100020
Schema version
2015v2.1
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)
Return2016-06-30T13:50:40-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN462345457EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1John & Tami Marick Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Consumer CellularInCareOfNm
Business Name ControlJOHNBusinessNameControlTxt
Phone5032011000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17204 SW Durham Road Suite 300AddressLine1Txt
CityPortlandCityNm
State AbbreviationORStateAbbreviationCd
ZIP97224ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN MARICKPersonNm
Person TitlePresidentPersonTitleTxt
Phone5032011000PhoneNum
Signature2016-06-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$600,774FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$225,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$9InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$12,119DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,119DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,190NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$174,634GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10,190CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$247,318TotalRevAndExpnssAmt
Total Net Invst Incm$22,318TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$1,743OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,743OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$61TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$13,040OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$13,040OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,844TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,743TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,040TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,844TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,743TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$13,040TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$232,474ExcessRevenueOverExpensesAmt
Net Investment Income$20,575NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$9,632SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,075SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,075SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$390,568CorporateStockBOYAmt
Corporate Stock EOY$622,599CorporateStockEOYAmt
Corporate Stock EOYFMV$590,699CorporateStockEOYFMVAmt
Total Assets BOY$400,200TotalAssetsBOYAmt
Total Assets EOY$632,674TotalAssetsEOYAmt
Total Assets EOYFMV$600,774TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$400,200RetainedEarningBOYAmt
Retained Earning EOY$632,674RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$400,200TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$632,674TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$400,200TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$632,674TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$400,200TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$232,474ExcessRevenueOverExpensesAmt
Subtotal$632,674SubtotalAmt
Tot Net Ast Or Fund Balances EOY$632,674TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$174,634GrossSalesPriceAmt
Cost Or Other Basis$164,444CostOrOtherBasisAmt
Gain Or Loss$10,190GainOrLossAmt
Gains Minus Excess Or Losses$10,190GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$10,190CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$5,841AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$66,350NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.088033DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$0NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.0DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$0NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.0DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.0DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.0DistributionYr5Rt
Total Distribution0.088033TotalDistributionRt
Average Distribution0.044017AverageDistributionRt
Net Vl Noncharitable Assets$441,386NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$19,428AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$206NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$19,634AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$13,040QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$412InvestmentIncomeExciseTaxAmt
Subtotal$412SubtotalAmt
Tax Based On Investment Income$412TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$412AppliedToEsTaxAmt
Total Payments And Credits$412TotalPaymentsAndCreditsAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Consumer CellularBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5032011000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17204 SW Durham Road Suite 300AddressLine1Txt
CityPortlandCityNm
State AbbreviationORStateAbbreviationCd
ZIP97224ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Brandon Marick
7204 SW Durham RoadPortlandOR97224Dir1.0$0$0$0
John Marick
7204 SW Durham RoadPortlandOR97224Pres / Dir1.0$0$0$0
Kelsie Marick
7204 SW Durham RoadPortlandOR97224Dir1.0$0$0$0
Tami Marick
7204 SW Durham RoadPortlandOR97224Dir / Sec / Treas1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$439,896AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,212AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$448,108TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$448,108AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,722CashDeemedCharitableAmt
Net Vl Noncharitable Assets$441,386NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,069MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,069MinimumInvestmentReturnAmt
Tax Based On Investment Income$412TaxBasedOnInvestmentIncomeAmt
Total Tax$412TotalTaxAmt
Distributable Before Adj$21,657DistributableBeforeAdjAmt
Distributable Before Ded$21,657DistributableBeforeDedAmt
Distributable As Adjusted$21,657DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$13,040ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$13,040QualifyingDistributionsAmt
Adjusted Qualifying Distri$13,040AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$21,657DistributableAsAdjustedAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Excess Distribution Cyov Yr1$2,645ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,645TotalExcessDistributionCyovAmt
Qualifying Distributions$13,040QualifyingDistributionsAmt
Applied To Current Year$13,040AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$2,645ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,645ExcessDistributionCyovAppCYAmt
Undistributed Income CY$5,972UndistributedIncomeCYAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJohn MarickContributingManagerNm
Contributing ManagerTami MarickContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,119ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$10,190ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$22,318ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$22,318TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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 PersonMarick JohnContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14045 Melissa DriveAddressLine1Txt
CityLake OswegoCityNm
State AbbreviationORStateAbbreviationCd
ZIP97034ZIPCd
FieldValueIRS element (for citing)
Total Contributions$225,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AQR MANAGED FUTURES FUND CL N$12,601$11,822
ARBITRAGE FDS SHS FD$12,023$11,838
ARTISAN INTERNATIONAL FUND$24,824$24,094
BROWN CAPITAL MGMT SMALL COMPA$21,432$21,491
DODGE & COX FUNDS INTERNATIONA$25,879$22,262
DRIEHAUS SELECT CREDIT FUND$12,422$11,280
FRANKLIN FLOATING RATE DAILY A$18,525$17,322
GOLDMAN SACHS GROWTH OPPORTUNI$23,043$20,414
JOHN HANCOCK SEAPORT FD A$12,160$12,096
LITMAN GREGORY FDS TRMASTERS A$12,282$11,695
MATTHEWS ASIA SMALL COMPANIES$18,992$17,605
MATTHEWS PACIFIC TIGER FUND$20,456$17,942
PIMCO FUNDS FOREIGN BOND FUND$35,686$32,371
PIMCO TOTAL RETURN FUND$101,231$94,479
SCHWAB S P 500 INDEX FUND SELE$17,871$18,049
SCHWAB STRATEGIC TR US LARGE C$23,068$22,647
SCHWAB U.S. LARGE-CAP GROWTH$48,549$49,269
SPDR BARCLAYS CAPITAL HYB ETF$54$50
VANGAURD HIGH-YIELD CORPORATE$47,787$45,878
VANGUARD INFORMATION TECHNOLOG$17,802$18,348
VANGUARD SHORT-TERM CORPORATE$29,827$29,410
WISDOM TREE EUROPE HEDGED EQUI$51,733$47,023
WISDOMTREE EUROPE HEDGED SMALL$34,352$33,314

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$12,900$12,900
State or Local Filing Fees$140$140

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$1,743Amt
Net Investment Income$1,743NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Extension for 2014CategoryTxt
Amt$61Amt

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