MARSHALL MATHERS FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: MARSHALL MATHERS FOUNDATION (EIN 01-0706738)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-11-11
IRS object ID: 201323169349100022
Schema version: 2012v2.0
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
Schedule B
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-11-11T11:41:41-08:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GSO Business Management LLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	15260 Ventura Blvd Suite 2100	AddressLine1
City	Sherman Oaks	City
State	CA	State
ZIP Code	914035360	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	010706738	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	The Marshall Mathers Foundation	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	MARS	NameControl
Phone	8189900550	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	c/o GSO 15260 Ventura Blvd	AddressLine1
City	Sherman Oaks	City
State	CA	State
ZIP Code	91403	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Paul Rosenberg	Name
Title	OFFICER	Title
Date Signed	2013-11-11	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Alvin J Brown CPA	Name
PTIN	P00037487	PTIN
Phone	8188177407	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	29950	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	102227	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	150	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	150	InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm	150	InterestOnSavingsAdjNetIncm
Total Revenue And Expenses	102377	TotalRevenueAndExpenses
Total Net Investment Income	150	TotalNetInvestmentIncome
Total Adjusted Net Income	150	TotalAdjustedNetIncome
Other Expenses Rev And Expnss	180	OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss	180	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	106950	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	106950	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	107130	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	106950	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-4753	ExcessOfRevenueOverExpenses
Net Investment Income	150	NetInvestmentIncome
Adjusted Net Income	150	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	34703	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	29950	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	29950	SavingsAndTempCashInvstEOYFMV
Total Assets BOY	34703	TotalAssetsBOY
Total Assets EOY	29950	TotalAssetsEOY
Total Assets EOYFMV	29950	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	34703	CapitalStockBOY
Capital Stock EOY	29950	CapitalStockEOY
Total Net Assets BOY	34703	TotalNetAssetsBOY
Total Net Assets EOY	29950	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	34703	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	29950	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	34703	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-4753	ExcessOfRevenueOverExpenses
Subtotal	29950	Subtotal
Total Net Assets Fund Balances EOY	29950	TotalNetAssetsFundBalancesEOY

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	3	InvestmentIncomeExciseTax
Subtotal	3	Subtotal
Tax Based On Investment Income	3	TaxBasedOnInvestmentIncome
Tax Due	3	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Form990 T Filed	false	Form990TFiled
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Howard Hertz	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	2483355000	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	1760 S Telegraph Rd 300	AddressLine1
City	Bloomington Hills	City
State	MI	State
ZIP Code	48302	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Excess Business Holdings	false	ExcessBusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Tr Fail To Qualify As Exceptions	false	TrFailToQualifyAsExceptions
Maint Expend Responsibility	false	MaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn
Proceeds Or Net Income	false	ProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
Bruce Sekendorf
3000 Marcus Ave	Lake Success	NY	11042	Treasurer	0.00	0
Howard Hertz
1760 S Telegraph Rd	Bloomfield Hills	MI	48302	Secretary	0.00	0
Paul Rosenberg
15260 Ventura Blvd 2100	Sherman Oaks	CA	914035360	Vice President	0.00	0
Marshall B Mathers III
15260 Ventura Blvd 2100	Sherman Oaks	CA	914035360	President	0.00	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	To provide aid to impoverished children.	Description1
Expenses1	0	Expenses1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	0	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	0	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	0	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	0	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	0	CashDeemedCharitable
Net Noncharitable Assets	0	NetNoncharitableAssets
Minimum Investment Return	0	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Tax Based On Investment Income	3	TaxBasedOnInvestmentIncome
Total Tax	3	TotalTax
Distributable Amount Before Adj	3	DistributableAmountBeforeAdj
Distributable Amount Before Ded	3	DistributableAmountBeforeDed
Distributable Amount As Adjusted	0	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	106950	ExpensesAndContributions
Qualifying Distributions	106950	QualifyingDistributions
Adj Qualifying Distributions	106950	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	0	DistributableAmountAsAdjusted
Excess Distri Carryover Year5	105168	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	39500	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	55500	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	23500	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	264619	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	488287	TotalExcessDistriCarryover
Qualifying Distributions	106950	QualifyingDistributions
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Remaining Distri From Corpus	106950	RemainingDistriFromCorpus
Total Corpus	595237	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov From Year5	105168	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	490069	ExcessDistriCyovToNextYear
Excess From Year4	39500	ExcessFromYear4
Excess From Year3	55500	ExcessFromYear3
Excess From Year2	23500	ExcessFromYear2
Excess From Year1	264619	ExcessFromYear1
Excess From Current Year	106950	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	Marshall B Mathers III	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
WADL
35000 ADELL DRIVE	CLINTON TOWNSHIP	MI	48035	None	501(C)(3)	To provide aid to impoverished children.	$10,000
CARE OF SOUTHEASTERN MICHIGAN
31900 UTICA ROAD	FRASER	MI	48026	None	501(C)(3)	To provide aid to impoverished children.	$7,500
KEEP MEMORY ALIVE
888 W BONNEVILLE AVE	LAS VEGAS	NV	89106	None	501(C)(3)	To provide aid to impoverished children.	$2,500
ILITCH CHARITIES FOR CHILDREN
2211 WOODWARD AVE	DETROIT	MI	48201	None	501(C)(3)	To provide aid to impoverished children.	$2,500
SHAR HOUSE
1852 WEST GRAND BLVD	DETROIT	MI	48208	None	501(C)(3)	To provide aid to impoverished children.	$2,500
THE YOUTH CONNECTION
4777 EAST OUTER DR	DETROIT	MI	48234	None	501(C)(3)	To provide aid to impoverished children.	$2,000
HENRY FORD HEALTH SYSTEM
1 FORD PLACE STE 5A	DETROIT	MI	48202	None	501(C)(3)	To provide aid to impoverished children.	$10,000
WIGS 4 KIDS
30126 HARPER AVE	ST CLAIR SHORES	MI	48082	None	501(C)(3)	To provide aid to impoverished children.	$2,000
GLEANERS COMMUNITY FOOD BAnk
2131 BEAUFAIT	DETROIT	MI	48207	None	501(C)(3)	To provide aid to impoverished children.	$10,000
MOSAIC YOUTH THEATRE OF DETROIT
3011 W GRAND BLVD	DETROIT	MI	48202	None	501(C)(3)	To provide aid to impoverished children.	$2,500
ELTON JOHN AIDS FOUNDATION
584 BROADWAY STE 906	NEW YORK	NY	10012	None	501(C)(3)	To provide aid to impoverished children.	$10,000
MICHIGAN AIDS FUND
429 LIVERNOIS	FERNDALE	MI	48220	None	501(C)(3)	To provide aid to impoverished children.	$2,500
SOUTH OAKLAND SHELTER
18505 W 12 MILE RD	LATHRUP VILLAGE	MI	48076	None	501(C)(3)	To provide aid to impoverished children.	$2,500
WOLVERINE HUMAN SERVICES
15100 MACK AVENUE	GROSSEE POINTE PARK	MI	48230	None	501(C)(3)	To provide aid to impoverished children.	$30,950
HAVEN
4297 E US 64 ALTERNATE	MURPHY	NC	28906	None	501(C)(3)	To provide aid to impoverished children.	$5,000
Common Ground
1410 S Telegraph	Bloomfield Hills	MI	48302	None	501(C)(3)	To provide aid to impoverished children.	$4,000
The Horatio Williams Foundation
PO Box 07429	Detroit	MI	48207	None	501(C)(3)	To provide aid to impoverished children.	$500

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	106950	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$150	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$150	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	150	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo (3 entries)

Contributor NumberContributorNumber	Contributor Name IndividualContributorNameIndividual	Address Line1ContributorAddressForeign/AddressLine1	CityContributorAddressForeign/City	Province Or StateContributorAddressForeign/ProvinceOrState	CountryContributorAddressForeign/Country	Postal CodeContributorAddressForeign/PostalCode	Aggregate ContributionsAggregateContributions	Person Contribution TypePersonContributionType	Address Line1ContributorAddressUS/AddressLine1	CityContributorAddressUS/City	StateContributorAddressUS/State	ZIP CodeContributorAddressUS/ZIPCode
(no name)
3	DAINTY GROUP	470 ST KILDA RD	MELBOURNE	VICTORIA	AS	3004	5247	X
CHRYSLER GROUP LLC
2							17480	X	PO BOX 21-8004	AUBURN	MI	48321
(no name)
1	Marshall Mathers						75000	X	15260 Ventura Blvd 2100	Sherman Oaks	CA	914035360

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	BANK SERVICE CHARGE	Description
Revenue And Expenses Per Books	180	RevenueAndExpensesPerBooks

MARSHALL MATHERS FOUNDATION: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo (3 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Comments