THOMAS MARSHALL FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS MARSHALL FOUNDATION (EIN 25-6479933)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-11
- IRS object ID
- 201541319349101634
- Schema version
- 2014v5.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-11T14:01:39-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251846963 | 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 | 2014-01-01 | 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 | 2015-05-06 | 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 | 2015-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,041,849 | 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 | $18,458 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,458 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $190,111 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $190,111 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $151,025 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,306,111 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $151,025 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,509 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,509 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $365,103 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $365,103 | 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 | $3,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Deprec And Dpltn Rev And Expnss | $1,724 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $12,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,000 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $59,600 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $52,797 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $77,174 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,797 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $455,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $500,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $532,574 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,797 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $506,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$167,471 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $312,306 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,395,561 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,496,106 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,496,106 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,885,704 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,840,445 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,895,326 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $726,900 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $648,348 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $648,348 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,724 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,724 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $2,417 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,069 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,069 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,010,582 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,986,968 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,041,849 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $990,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $945,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $990,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $945,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $2,689,105 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,710,491 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,020,582 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,041,968 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,010,582 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,986,968 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,020,582 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$167,471 | ExcessRevenueOverExpensesAmt |
| Other Increases | $188,857 | OtherIncreasesAmt |
| Subtotal | $8,041,968 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,041,968 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| BENNU INVESTMENT PARTNERS, LP | P | 2014-01-01 | 2014-12-31 | $543 | $543 | $543 | |
| FROM K-1 KNIGHTSBRIDGE | P | 2013-01-01 | 2014-12-31 | $33,096 | $33,096 | $33,096 | |
| FROM K-1 KNIGHTSBRIDGE | P | 2014-01-01 | 2014-12-31 | -$217 | -$217 | $217 | |
| PIMCO GLOBAL | P | 2014-01-01 | 2014-06-09 | $98 | $98 | $98 | |
| PIMCO GLOBAL | P | 2013-01-01 | 2014-06-09 | $259,434 | $1,619 | $1,619 | $257,815 |
| PIMCO LOW DURATION | P | 2013-01-01 | 2014-11-07 | $504,680 | $4,680 | $4,680 | $500,000 |
| PIMCO TOTAL RETURN | P | 2013-01-01 | 2014-09-30 | $282,338 | -$17,662 | -$17,662 | $300,000 |
| RUSSELL US CORE | P | 2007-02-22 | 2014-11-20 | $42,857 | $9,490 | $9,490 | $33,367 |
| RUSSELL US SMALL CAP | P | 2007-02-22 | 2014-11-20 | $28,477 | $1,035 | $1,035 | $27,442 |
| RUSSELL US DFNSV | P | 2007-02-22 | 2014-11-20 | $43,397 | $7,152 | $7,152 | $36,245 |
| CAPITAL GAINS DIVIDENDS | P | $111,191 | $111,191 | $111,191 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $151,025 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $469,382 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,079,420 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051697 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $408,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,530,242 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047830 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $418,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,377,303 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049956 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $270,600 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,908,939 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.034214 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $461,896 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,227,810 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063905 | DistributionYr5Rt |
| Total Distribution | 0.247602 | TotalDistributionRt |
| Average Distribution | 0.049520 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,372,287 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $464,116 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,123 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $467,239 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $506,400 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,123 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,123 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,123 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,674 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,674 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,551 | OverpaymentAmt |
| Applied To ES Tax | $4,551 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
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 | $8,355,645 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,159,367 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,515,012 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,515,012 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $142,725 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,372,287 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $468,614 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $468,614 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,123 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,123 | TotalTaxAmt |
| Distributable Before Adj | $465,491 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $465,491 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $465,491 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $506,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $506,400 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,123 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $503,277 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $465,491 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $19,585 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $3,513 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $21,447 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $44,545 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $506,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $465,491 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $40,909 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $85,454 | 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 | $19,585 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $65,869 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $3,513 | ExcessFromYear3Amt |
| Excess From Year1 | $21,447 | ExcessFromYear1Amt |
| Excess From Current Year | $40,909 | ExcessFromCurrentYearAmt |
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 (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| 4K FOR CANCER | ||||||
| 921 E FORT AVE STE 325 | BALTIMORE | MD | 21230 | GENERAL PURPOSE | $1,000 | |
| ALGONQUIN CAMPERSHIP FUND | ||||||
| 500 EAST AVE | ROCHESTER | NY | 14607 | GENERAL PURPOSE | $6,000 | |
| ALLEGHENY LAND TRUST | ||||||
| 409 BROAD STREET STE 206B | SEWICKLEY | PA | 15143 | GENERAL PURPOSE | $20,000 | |
| AMACHI PITTSBURGH | ||||||
| 100 WEST STATION SQUARE DRIVE STE | PITTSBURGH | PA | 15219 | GENERAL PURPOSE | $2,000 | 621 |
| AMERICAN DIABETES ASSOCIATION OF WESTERN PA | ||||||
| 100 WEST STATION SQUARE DRIVE STE | PITTSBURGH | PA | 15219 | GENERAL PURPOSE | $5,000 | 1900 |
| 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 | $2,000 | |
| CASA OF ALLEGHENY COUNTY | ||||||
| 564 FORBES AVENUE 902 | PITTSBURGH | PA | 15219 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| FAMILY HOUSE | ||||||
| 514 N NEVILLE ST | PITTSBURGH | PA | 15243 | GENERAL PURPOSE | $5,000 | |
| FERN HALLOW NATURE CENTER | ||||||
| 1901 GLEN MITCHELL ROAD | SEWICKLEY | PA | 15143 | GENERAL / CHARITABLE PURPOSE | $3,000 | |
| GEISEL SCHOOL OF MEDICINE AT DARTMOUTH | ||||||
| 1 ROPE FERRY RD | HANOVER | NH | 03755 | GENERAL PURPOSE | $150,000 | |
| GIRLS HOPE OF PITTSBURGH | ||||||
| 1020 STATE STREET | BADEN | PA | 15005 | GENERAL / CHARITABLE PURPOSE | $10,000 | |
| GOOD BEGINNINGS OF THE UPPER VALLEY | ||||||
| PO BOX 5054 | WEST LEBANON | NH | 03784 | GENERAL PURPOSE | $10,000 | |
| GWEN'S GIRLS | ||||||
| 7230 MCPHERSON BLVD | PITTSBURGH | PA | 15208 | GENERAL PURPOSE | $5,000 | |
| HIGH HORSES THERAPEUTIC RIDING PROGRAM | ||||||
| 2727 CHRISTIAN ST | WHITE RIVER JUNCTION | VT | 05001 | GENERAL PURPOSE | $10,000 | |
| HOSANNA INDUSTRIES | ||||||
| 109 RINARD LANE | ROCHESTER | PA | 15074 | GENERAL / CHARITABLE PURPOSE | $3,000 | |
| IMANI CHRISTIAN ACADEMY | ||||||
| 2150 EAST HILLS DRIVE | PITTSBURGH | PA | 15221 | GENERAL / CHARITABLE PURPOSE | $5,200 | |
| JEWISH FEDERATION OF GREATER PITTSBURGH | ||||||
| 234 MCKEE PLACE | PITTSBURGH | PA | 15213 | GENERAL PUPOSE | $200 | |
| LAUGHLIN CHILDREN'S CENTER | ||||||
| 424 FREDERICK AVE | SEWICKLEY | PA | 15143 | GENERAL PURPOSE | $10,050 | |
| LEADING HEARTS-THE HEART FOUNDATION | ||||||
| 31822 VILLAGE CENTER ROAD STE 208 | WESTLAKE VILLAGE | CA | 91361 | GENERAL PURPOSE | $5,000 | |
| OUR CLUBHOUSE | ||||||
| 2816 SMALLMAN STREET | PITTSBURGH | PA | 15222 | GENERAL PURPOSE | $5,200 | |
| PITTSBURGH FELLOWS | ||||||
| 405 FREDERICK AVE | SEWICKLEY | PA | 15143 | GENERAL PURPOSE | $20,500 | |
| PITTSBURGH KIDS FOUNDATION | ||||||
| 116 FEDERAL STREET | PITTSBURGH | PA | 15212 | GENERAL PURPOSE | $5,000 | |
| PITTSBURGH PARKS CONSERVANCY | ||||||
| 2000 TECHNOLOGY DRIVE STE 300 | PITTSBURGH | PA | 15219 | GENERAL / CHARITABLE PURPOSE | $3,000 | |
| PITTSBURGH PAYS TRIBUTE THE 31HEROS PROJECT | ||||||
| PO BOX 6034 | NORFOLK | VA | 23455 | GENERAL / CHARITABLE PURPOSE | $15,000 | |
| PITTSBURGH SYMPHONY AND ORCHESTRA | ||||||
| 600 PENN AVENUE | PITTSBURGH | PA | 15222 | GENERAL / CHARITABLE PURPOSE | $4,000 | |
| SALVATION ARMY | ||||||
| PO BOX 742 | CARNEGIE | PA | 15106 | GENERAL / CHARITABLE PURPOSE | $10,000 | |
| SAMARITAN COUNSELING CENTER | ||||||
| 1106 OHIO RIVER BLVD | SEWICKLEY | PA | 15143 | GENERAL / CHARITABLE PURPOSE | $6,250 | |
| SEWICKLEY ACADEMY | ||||||
| 315 ACADEMY AVENUE | SEWICKLEY | PA | 15143 | GENERAL PURPOSE | $50,000 | |
| SEWICKLEY PRESBYTERIAN CHURCH | ||||||
| 414 GRANT ST | SEWICKLEY | PA | 15143 | GENERAL PURPOSE | $10,000 | |
| SEWICKLEY VALLEY YMCA | ||||||
| 625 BLACKBURN RD | SEWICKLEY | PA | 15143 | GENERAL PURPOSE | $5,000 | |
| SUMMERBRIDGE PITTSBURGH | ||||||
| 315 ACADEMY AVENUE | PITTSBURGH | PA | 15143 | GENERAL / CHARITABLE PURPOSE | $10,000 | |
| THE CENTER FOR HOPE | ||||||
| 740 PARK RUN ROAD | AMBRIDGE | PA | 15003 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| THE FAMILY PLACE PARENT CHILD CENTER | ||||||
| 319 US 5 | NORWICH | VT | 05055 | GENERAL PURPOSE | $20,000 | |
| THE NEIGHBORHOOD ACADEMY | ||||||
| 5231 PENN AVENUE STE 200 | PITTSBURGH | PA | 15224 | GENERAL / CHARITABLE PURPOSE | $20,000 | |
| THE VETERANS BREAKFAST CLUB | ||||||
| 200 MAGNOLIA PLACE | PITTSBURGH | PA | 15228 | GENERAL PURPOSE | $2,000 | |
| UNION AID SOCIETY | ||||||
| 601 THORN STREET | SEWICKLEY | PA | 15143 | GENERAL / CHARITABLE 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 | $2,000 | |
| WOMEN'S CENTER & SHELTER OF GREATER PITTSBURGH | ||||||
| PO BOX 9024 | PITTSBURGH | PA | 15224 | GENERAL / CHARITABLE PURPOSE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $500,400 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEWICKLEY ACADEMY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 ACADEMY AVENUE | AddressLine1Txt |
| City | SEWICKLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | GENERAL PURPOSE | GrantOrContributionPurposeTxt |
| Amt | $200,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $200,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,458 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $190,111 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,509 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $151,025 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $365,103 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $365,103 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $3,850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMPUTER EQUIPMENT | PropertyDesc |
| Acquired | 2014-06-30 | AcquiredDt |
| Cost Or Other Basis | $1,724 | CostOrOtherBasisAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $1,724 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY INVESTMENTS | $4,324,300 | $4,295,876 |
| WELLS FARGO | $2,002,676 | $2,059,710 |
| SCOTTRADE IRA | $513,469 | $539,740 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| KNIGHTSBRIDGE HOLDINGS V LP | AT COST | $642,769 | $642,769 |
| BENNU INVESTMENT PARTNERS | AT COST | $5,579 | $5,579 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $2,417 | BOYBookValueAmt |
| EOY Book Value | $2,069 | EOYBookValueAmt |
| EOYFMV | $2,069 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DATA BROADCASTING/ INVESTMENT EXPENSES | $34,907 | $34,907 | $0 |
| TELEPHONE | $3,826 | $0 | $0 |
| INVESTMENT EXPENSES FROM K-1'S-KNIGHTSBRIDGE | $17,128 | $17,128 | $0 |
| INSURANCE | $1,420 | $0 | $0 |
| INVESTMENT EXPENSES FROM K-1'S-BENNU | $762 | $762 | $0 |
| BANK SERVICE FEES | $163 | $0 | $0 |
| POSTAGE | $45 | $0 | $0 |
| OFFICE SUPPLIES | $1,167 | $0 | $0 |
| PARKING | $10 | $0 | $0 |
| OTHER COSTS | $172 | $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 | $5,509 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,509 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,509 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREPORTABLE INCOME (EXPENSE)FROM K-1'S | $64,333 |
| NON REPORTABLE IRA INCOME (EXPENSE) | $124,524 |
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