MARSHALL MATHERS FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: MARSHALL MATHERS FOUNDATION (EIN 01-0706738)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-09-11
IRS object ID: 201222559349100102
Schema version: 2011v1.2
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	2012-09-11T08:19:02-07:00	Timestamp
Tax Period End Date	2011-12-31	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	2011-01-01	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	2012-09-11	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

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

Field	Value	IRS element (for citing)
Tax Year	2011	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	34703	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	289003	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	176	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	176	InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm	176	InterestOnSavingsAdjNetIncm
Total Revenue And Expenses	289179	TotalRevenueAndExpenses
Total Net Investment Income	176	TotalNetInvestmentIncome
Total Adjusted Net Income	176	TotalAdjustedNetIncome
Other Expenses Rev And Expnss	70	OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss	70	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	264619	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	264619	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	264689	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	264619	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	24490	ExcessOfRevenueOverExpenses
Net Investment Income	176	NetInvestmentIncome
Adjusted Net Income	176	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	10213	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	34703	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	34703	SavingsAndTempCashInvstEOYFMV
Total Assets BOY	10213	TotalAssetsBOY
Total Assets EOY	34703	TotalAssetsEOY
Total Assets EOYFMV	34703	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	10213	CapitalStockBOY
Capital Stock EOY	34703	CapitalStockEOY
Total Net Assets BOY	10213	TotalNetAssetsBOY
Total Net Assets EOY	34703	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	10213	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	34703	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	10213	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	24490	ExcessOfRevenueOverExpenses
Subtotal	34703	Subtotal
Total Net Assets Fund Balances EOY	34703	TotalNetAssetsFundBalancesEOY

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	4	InvestmentIncomeExciseTax
Subtotal	4	Subtotal
Tax Based On Investment Income	4	TaxBasedOnInvestmentIncome
Tax Due	4	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	4	TaxBasedOnInvestmentIncome
Total Tax	4	TotalTax
Distributable Amount Before Adj	4	DistributableAmountBeforeAdj
Distributable Amount Before Ded	4	DistributableAmountBeforeDed
Distributable Amount As Adjusted	0	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	264619	ExpensesAndContributions
Qualifying Distributions	264619	QualifyingDistributions
Adj Qualifying Distributions	264619	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	0	DistributableAmountAsAdjusted
Excess Distri Carryover Year5	77000	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	105168	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	39500	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	55500	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	23500	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	300668	TotalExcessDistriCarryover
Qualifying Distributions	264619	QualifyingDistributions
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Remaining Distri From Corpus	264619	RemainingDistriFromCorpus
Total Corpus	565287	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov From Year5	77000	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	488287	ExcessDistriCyovToNextYear
Excess From Year4	105168	ExcessFromYear4
Excess From Year3	39500	ExcessFromYear3
Excess From Year2	55500	ExcessFromYear2
Excess From Year1	23500	ExcessFromYear1
Excess From Current Year	264619	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 (21 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
EXCELLENCE FOR DETROIT
PO BOX 05742	DETROIT	MI	48205	None	501(C)(3)	To provide aid to impoverished children.	$5,000
ILITCH CHARITIES FOR CHILDREN
2211 WOODWARD AVE	DETROIT	MI	48201	None	501(C)(3)	To provide aid to impoverished children.	$5,000
SHAR HOUSE
1852 WEST GRAND BLVD	DETROIT	MI	48208	None	501(C)(3)	To provide aid to impoverished children.	$5,000
THE YOUTH CONNECTION
4777 EAST OUTER DR	DETROIT	MI	48234	None	501(C)(3)	To provide aid to impoverished children.	$10,000
HENRY FORD HEALTH SYSTEM
1 FORD PLACE STE 5A	DETROIT	MI	48202	None	501(C)(3)	To provide aid to impoverished children.	$20,000
WIGS 4 KIDS
30126 HARPER AVE	ST CLAIR SHORES	MI	48082	None	501(C)(3)	To provide aid to impoverished children.	$5,000
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.	$5,000
CHILDREN'S HOSPITAL OF MICHIGAN FDN
3911 BEAUBIEN	DETROIT	MI	48201	None	501(C)(3)	To provide aid to impoverished children.	$5,000
ELTON JOHN AIDS FOUNDATION
584 BROADWAY STE 906	NEW YORK	NY	10012	None	501(C)(3)	To provide aid to impoverished children.	$20,000
MUSICARES
3030 OLYMPIC BLVD	SANTA MONICA	CA	90404	None	501(C)(3)	To provide aid to impoverished children.	$5,000
MICHIGAN AIDS FUND
429 LIVERNOIS	FERNDALE	MI	48220	None	501(C)(3)	To provide aid to impoverished children.	$5,000
SOUTH OAKLAND SHELTER
18505 W 12 MILE RD	LATHRUP VILLAGE	MI	48076	None	501(C)(3)	To provide aid to impoverished children.	$5,000
WOLVERINE HUMAN SERVICES
15100 MACK AVENUE	GROSSEE POINTE PARK	MI	48230	None	501(C)(3)	To provide aid to impoverished children.	$95,619
CITY LORE
72 E FIRST STREET	NEW YORK	NY	10003	None	501(C)(3)	To provide aid to impoverished children.	$25,000
HAVEN
4297 E US 64 ALTERNATE	MURPHY	NC	28906	None	501(C)(3)	To provide aid to impoverished children.	$10,000
BOYS & GIRLS CLUB
1275 PEACHTREE STREET NE	ATLANTA	GA	30309	None	501(C)(3)	To provide aid to impoverished children.	$5,000
Fraternal Order of Police South Oak
2233 Burdette St	Ferndale	MI	48220	None	501(C)(3)	To provide aid to impoverished children.	$2,500
Common Ground
1410 S Telegraph	Bloomfield Hills	MI	48302	None	501(C)(3)	To provide aid to impoverished children.	$6,000
The Horatio Williams Foundation
PO Box 07429	Detroit	MI	48207	None	501(C)(3)	To provide aid to impoverished children.	$500
The Salvation Army
27675 HALSTED RD	FARMINGTON HILLS	MI	48331	None	501(C)(3)	To provide aid to impoverished children.	$15,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	264619	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	$176	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$176	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	176	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 (2 entries)

Contributor NumberContributorNumber	Address Line1ContributorAddressUS/AddressLine1	CityContributorAddressUS/City	StateContributorAddressUS/State	ZIP CodeContributorAddressUS/ZIPCode	Aggregate ContributionsAggregateContributions	Person Contribution TypePersonContributionType	Contributor Name IndividualContributorNameIndividual
CHRYSLER GROUP LLC
2	PO BOX 21-8004	AUBURN	MI	48321	250000	X
(no name)
1	15260 Ventura Blvd 2100	Sherman Oaks	CA	914035360	35000	X	Marshall Mathers

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	BANK SERVICE CHARGE	Description
Revenue And Expenses Per Books	70	RevenueAndExpensesPerBooks

MARSHALL MATHERS FOUNDATION: Form 990PF, tax year 2011

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 (21 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 (2 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Comments