Thomas Marshall Foundation, Marshall Thomas Ttee in Sewickley, Pennsylvania (PA)

Thomas Marshall Foundation, Marshall Thomas Ttee
Employer Identification Number (EIN)	256479933
Name of Organization	Thomas Marshall Foundation
Secondary Name	Marshall Thomas Ttee
In Care of Name	Sue Marshall Roberts
Address	441 Division St Ste 202, Sewickley, PA 15143-1774
Activities	Gifts, grants, or loans to other organizations
Subsection	Charitable Organization
Ruling Date	11/1995
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Trust
Exempt Organization Status	Unconditional Exemption
Tax Period	12/2013
Assets	$5,000,000 to $9,999,999
Income	$1,000,000 to $4,999,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$9,010,582
Amount of Income	$1,572,397
Form 990 Revenue Amount	$233,825
National Taxonomy of Exempt Entities (NTEE)	Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations

Non-representatives - add comments:

Amount of income in 2013: $1,572,397 (it was $2,146,618 in 2012)

This organization:	$1,572,397
Other organizations performing similar types of work:	$182,919

Assets in 2013: $9,010,582 (it was $9,063,891 in 2012)

Thomas Marshall Foundation, Marshall Thomas Ttee:	$9,010,582
Other organizations performing similar types of work:	$564,464

Expenses in 2013: $1,299,415

Thomas Marshall Foundation, Marshall Thomas Ttee:	$1,299,415
Other organizations performing similar types of work:	$67,216

Income to expenses ratio in 2013: 1.2

Thomas Marshall Foundation, Marshall Thomas Ttee:	1.2
Other organizations performing similar types of work:	2.9

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2013)
Total revenue	$348,162	$348,162	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$29,174
Dividends and interest from securities	$167,757
Gross rents	$0
Gross sales price for all assets	$1,371,553
Gross profit from sales of goods	$0
Other income	$3,913
Other	$147,318
Total expenses and disbursements	$1,299,415	$46,328	$0	$472,400
Compensation of officers, directors, trustees, etc.	$0
Pension plans, employee benefits	$0
Legal fees	$0
Accounting fees	$4,580
Interest	$0
Depreciation	$0
Occupancy	$12,000
Travel, conferences, and meetings	$0
Printing and publications	$0
Total operating and administrative expenses	$68,015	$46,328		$6,000
Contributions, gifts, grants paid	$1,231,400
Excess of revenue over expenses and disbursements	$-951,253
Net investment income		$301,834
Adjusted net income			$0

	2011		2012		2013
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$9,073,377	$8,068,373	$9,063,891	$8,651,629	$9,010,582	$9,326,312
Cash - non-interest-bearing	$0		$0		$0
Investments-U.S. and state government obligations	$0		$0		$0
Investments-corporate stock	$5,597,718		$7,366,227		$6,885,704
Investments-corporate bonds	$1,765,460		$0		$0
Investments-mortgage loans	$0		$0		$0
Investments-other	$946,601		$769,858		$726,900
Other assets			$5,597		$2,417
Total liabilities	$260,000		$225,000		$990,000
Mortgages and other notes payable	$0		$0		$0
Other liabilities			$0		$0
Total liabilities and net assets/fund balances	$8,813,377		$8,838,891		$8,020,582

	2011	2012	2013
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$0	$103,907	$147,318
Net capital loss	$-7,563	$0	$0

	2011	2012	2013
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No
Tax based on investment income	$3,878	$6,721	$3,018
Total credits and payments	$21,291	$17,413	$10,692
Current year estimated tax payments and previous year's overpayment credited to current year	$21,291	$17,413	$10,692
Exempt foreign organizations-tax withheld at source	$0	$0	$0
Tax paid with application for extension of time to file (Form 8868)	$0	$0	$0
Backup withholding erroneously withheld	$0	$0	$0
Any penalty for underpayment of estimated tax	$0	$0	$0
Tax due		$0	$0
Overpayment		$10,692	$7,674
Amount to be credited to next year's estimated tax	$17,413	$10,692	$7,674

	2011	2012	2013
Statements Regarding Activities
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?	No	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?		No	No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?		No	No
Has the foundation filed a tax return on Form 990-T for this year?		No	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?		Yes	Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?	No	No	No
Did any persons become substantial contributors during the tax year?		No	No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?		No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?		Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041		No	No

	2011	2012	2013
Statements Regarding Activities for Which Form 4720 May Be Required
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?	No	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No	No	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	No	No	No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?	No	No	No
Agree to pay money or property to a government official?	No	No	No
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?		No	No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?		No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	No	No	No
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?		No	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?		No	No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?	No	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	No	No	No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?	No	No	No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?	No	No	No
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?		No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No

	2011	2012	2013
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$8,504,876	$8,660,144	$9,217,685
Net value of noncharitable-use assets		$8,530,242	$9,079,420
Minimum investment return	$418,865	$426,512	$453,971

	2011	2012	2013
Distributable Amount
Distributable amount	$414,987	$419,791	$450,953

	2011	2012	2013
Undistributed Income
Distributable amount for this year	$414,987	$419,791	$450,953
Undistributed income for this year. This amount must be distributed in the next year	$0	$0	$0

	2013	2012	2011	2010	Total
Private Operating Foundations (for 2010 - 2013)
The lesser of the adjusted net income or the minimum investment return	$0	$0	$0	$0	$0
Qualifying distributions made directly for active conduct of exempt activities	$0	$0	$0	$0	$0
Value of all assets	$0	$0	$0	$0	$0
Value of assets qualifying under section 4942(j)(3)(B)(i)	$0	$0	$0	$0	$0
2/3 of minimum investment return	$0	$0	$0	$0	$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)	$0	$0	$0	$0	$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)	$0	$0	$0	$0	$0
Gross investment income	$0	$0	$0	$0	$0

Supplementary Information (for 2013)
Grants approved for future payment	$1,040,000

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2013)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$29,174	$0
Dividends and interest from securities	$167,757	$0

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

	Income	Expenses	Net
Unrelated Trade or Business Income (for 2008)
Total	$374	$0	$374
Gross receipts or sales less returns and allowances	$0	$0	$0
Cost of goods sold	$0	$0	$0
Gross profit	$0	$0	$0
Capital gain net income	$0	$0	$0
Net gain	$0	$0	$0
Capital loss deduction for trusts	$0	$0	$0
Income (loss) from partnerships and S corporations	$374	$13	$374
Rent income	$0	$0	$0
Unrelated debt-financed income	$0	$0	$0
Interest, annuities, royalties, and rents from controlled organizations	$0	$0	$0
Investment income of a section 501(c)(7), (9), or (17) organization	$0	$0	$0
Exploited exempt activity income	$0	$0	$0
Advertising income	$0	$0	$0
Other income	$0	$0	$0

Deductions Not Taken Elsewhere (for 2008)
Total deductions	$1,018
Compensation of officers, directors, and trustees	$0
Salaries and wages	$0
Repairs and maintenance	$0
Bad debts	$0
Interest	$0
Taxes and licenses	$0
Charitable contributions	$0
Depreciation	$0
Depletion	$0
Contributions to deferred compensation plans	$0
Employee benefit programs	$0
Excess exempt expenses	$0
Excess readership costs	$0
Other deductions	$1,018
Unrelated business taxable income	$1,392
Unrelated business taxable income before net operating loss deduction	$1,392
Net operating loss deduction	$0
Unrelated business taxable income before specific deduction	$1,392
Specific deduction	$1,000

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Id	Name	Address	State	Established	Total Income
Organizations performing similar types of work
1	Evelyn Toll Family Foundation	1735 Market St C/O R Braemer, Philadelphia, PA 19103-7599	PA	1997-05	$5,353,968
2	The Murphy Family Foundation	PO BOX 73, New York, NY 10274-0073	NY	1995-01	$4,225,123
3	Tracy Family Foundation	PO BOX 25, Mt Sterling, IL 62353-0025	IL	1997-12	$3,593,976
4	Turn 2 Foundation Inc	1360 East 9th St, Cleveland, OH 44114-1782	OH	1997-07	$3,402,750
5	Vivian L Smith Foundation For Neurologic Research	1900 West Loop S Ste 1050, Houston, TX 77027-3295	TX	1981-03	$3,383,098
6	The Moshe And Frady Kalter Foundation Inc	C/O Moshe Kalter 1621 54th Street, Brooklyn, NY 11204	NY	1995-09	$2,798,732
7	S P & Estelle Yates Family Foundation	101 South 4th Street Suite B, Artesia, NM 88210-2177	NM	1995-11	$2,668,068
8	Redman Foundation Inc	PO BOX 38567, Dallas, TX 75238-0567	TX	1995-11	$2,300,377
9	Martin Guitar Charitable Foundation	510 Sycamore St, Nazareth, PA 18064-1000	PA	1997-04	$2,116,194
10	Thomas Marshall Foundation, Marshall Thomas Ttee	441 Division St Ste 202, Sewickley, PA 15143-1774	PA	1995-11	$1,572,397
11	Alexander B Gilfillan Charitable Trust	PO BOX 609, Pittsburgh, PA 15230-0609	PA	1997-12	$1,504,107
12	Jessie G Roman Charitable Tr 108422wr038	PO BOX 185, Pittsburgh, PA 15230-0185	PA	1995-09	$839,001
13	Miramare Foundation Tr, Hunt Richard M & Priscilla S Ttees	One Oxford Centre 20th, Pittsburgh, PA 15219	PA	1995-12	$542,398
14	Firstfruits Foundation	PO BOX 239, Elverson, PA 19520-0239	PA	1995-09	$520,772
15	Elmer & Annabelle Snyder Foundation, Snyder David E Co Ttee	PO BOX 1022, Kittanning, PA 16201-5022	PA	1995-08	$311,505
16	Kremer Charitable Remainder Tr	PO BOX 185, Pittsburgh, PA 15230-0185	PA	1997-07	$198,061
17	Marilyn K Kiefer Foundation	150 Pittsburgh St, Scottdale, PA 15683-1733	PA	1996-01	$197,853
18	William I & Patricia S Snyder Foundation, Neuman K Sidney	Normandy Place 107 Patton Drive No, Moon Twp, PA 15108	PA	1996-01	$163,512
19	The John K & Elizabeth W Knorr Charitable Foundation	1650 Market St Ste 1200, Philadelphia, PA 19103-7311	PA	1997-07	$84,155
20	The Ressler Family Foundation	940 W Sproul Road, Springfield, PA 19064-1255	PA	1995-06	$5

Number of organizations performing similar types of work

Alabama	1
Arizona	1
California	17
Colorado	8
Connecticut	6
Delaware	1
Florida	9
Iowa	1
Illinois	8
Indiana	1
Kansas	3
Louisiana	1
Massachusetts	14
Maryland	6
Maine	1
Minnesota	3
Missouri	1
North Carolina	7

New Hampshire	2
New Jersey	8
New Mexico	1
New York	56
Ohio	1
Oklahoma	5
Oregon	1
Pennsylvania	15
Rhode Island	5
South Carolina	1
Texas	22
Utah	2
Virginia	4
Vermont	1
Washington	4
Wisconsin	1
Wyoming	2
International	1

Total

221

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