Marshall Charitable Foundation Inc in Louisville, Kentucky (KY)

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Marshall Charitable Foundation Inc
Employer Identification Number (EIN)611308522
Name of OrganizationMarshall Charitable Foundation Inc
In Care of NamePhillip Marshall Jr
AddressPO BOX 7066, Louisville, KY 40257-0066
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date10/1996
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$10,000,000 to $49,999,999
Income$500,000 to $999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$12,177,383
Amount of Income$926,690
Form 990 Revenue Amount$408,614
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations


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Amount of income in 2012: $926,690 (it was $415,917 in 2011)
This organization: 

 $926,690
Other organizations performing similar types of work: 

 $107,200

Assets in 2012: $12,177,383 (it was $13,242,173 in 2011)
This organization: 

 $12,177,383
Other organizations performing similar types of work: 

 $441,077

Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$408,614$415,917$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$415,652
Gross rents$0
Gross profit from sales of goods$0
Other income$265
Total expenses and disbursements$882,426$16,214$0$841,464
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$57,176$16,214$16,214
Contributions, gifts, grants paid$825,250
Excess of revenue over expenses and disbursements$-473,812
Net investment income$399,703
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$13,242,173$17,447,960
Cash - non-interest-bearing$3
Investments-U.S. and state government obligations$0
Investments-corporate stock$13,006,922
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other$235,248
Total liabilities$0
Total liabilities and net assets/fund balances$13,242,173
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$0
Net capital loss$-7,303
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$7,994
Total credits and payments$12,240
2011 estimated tax payments and 2010 overpayment credited to 2011$12,240
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$0
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$0
Overpayment$4,246
Amount to be credited to 2012 estimated tax$4,246
Statements Regarding Activities (for 2011)
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
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
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
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?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
Agree to pay money or property to a government official?No
At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?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
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?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
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$17,573,887
Net value of noncharitable-use assets$17,310,280
Minimum investment return$865,514
Distributable Amount (for 2011)
Distributable amount$857,520
Undistributed Income (for 2011)
Distributable amount for 2011$857,520
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
2011201020092008Total
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
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1The City College 21st Century Foundation Inc138th Street And Convent Avenue, New York, NY 10031NY1997-03$86,641,569
2Center For Inquiry Development Fund3965 Rensch Rd, Amherst, NY 14228-2743NY1998-12$10,791,389
3Chapel Hill Training Outreach Project Inc800 Eastowne Dr Ste 105, Chapel Hill, NC 27514-2215NC1993-05$8,975,022
4Ziering Family Foundation6505 Wilshire Blvd Ste 1200, Los Angeles, CA 90048-4960CA1996-06$3,505,573
5Our Lady Of Divine Providence House Of Prayer Foundation Inc711 S Bayview Ave, Clearwater, FL 33759-4251FL1994-08$283,880
6Fischer Family FoundationPO BOX 17160, Ft Mitchell, KY 41017-0160KY1997-10$39,441,024
7Charles W Rosenbaum Foundation IncPO BOX 32427, Louisville, KY 40232-2427KY1996-09$2,399,371
8Irvin F And Alice S Etscorn Charitable FoundationPO BOX 32760, Louisville, KY 40232-2760KY1997-10$2,025,663
9Jessie Barker Mckellar Charitable Foundation4969 Us Highway 42 Ste 2000, Louisville, KY 40222-6391KY1997-11$936,995
10Marshall Charitable Foundation IncPO BOX 7066, Louisville, KY 40257-0066KY1996-10$926,690
11Raymond And Irene Wilborn Charitable Foundation2102 Ashcraft Ln, Louisville, KY 40242-3304KY1998-09$788,928
12Lg&e And Ku Foundation Inc220 W Main St, Louisville, KY 40202-1395KY1994-04$771,870
13Dr W G Mccauley Scholarships101 N Main St 2nd Fl, Versailles, KY 40383-1203KY1997-12$680,188
14Harris-Stansell Fam Charitable Tr, Cullinan R Keith Ttee295 N Hubbards Ln, Louisville, KY 40207-8207KY1997-08$608,826
15Robert & Evelyn Hewlett Morgan Family Foundation Inc301 W Washington St, Princeton, KY 42445-1935KY1996-11$363,201
16Alex G Campbell Jr Foundation Inc831 E Main St, Lexington, KY 40502-1603KY1998-03$322,888
17Newcomb Family Trust1360 E John Rowan Blvd, Bardstown, KY 40004-2030KY1996-12$255,583
18Burnette Fam Charitable Foundation IncPO BOX 427, Maysville, KY 41056-0427KY1997-02$240,763
19Owsley Brown Frazier Family Foundation Inc5224 Avish Lane, Harrods Creek, KY 40027KY1997-12$218,620
20Ephraim Mcdowell FoundationPO BOX 636, Belfry, KY 41514-0636KY1965-04$88,790
Number of organizations performing similar types of work
Alaska4
Alabama56
Arkansas18
Arizona58
California548
Colorado116
Connecticut78
District of Columbia24
Delaware45
Florida344
Georgia158
Hawaii18
Iowa56
Idaho24
Illinois311
Indiana83
Kansas53
Kentucky40
Louisiana50
Massachusetts115
Maryland116
Maine18
Michigan199
Minnesota100
Missouri76
Mississippi26
Montana9
North Carolina135
North Dakota2
Nebraska43
New Hampshire17
New Jersey210
New Mexico24
Nevada41
New York530
Ohio224
Oklahoma53
Oregon62
Pennsylvania249
Rhode Island33
South Carolina40
South Dakota12
Tennessee47
Texas381
Utah45
Virginia119
Vermont8
Washington86
Wisconsin98
West Virginia9
Wyoming19
International13
Total5,243

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