John W Marshall & Jerry E Marshall Foundation in Tulsa, Oklahoma (OK)

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John W Marshall & Jerry E Marshall Foundation
Employer Identification Number (EIN)760716481
Name of OrganizationJohn W Marshall & Jerry E Marshall Foundation
In Care of NameJohn W Marshall
Address1406 Terrace Dr, Tulsa, OK 74104-4626
SubsectionCharitable Organization
Ruling Date01/2003
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2011
Assets$1,000,000 to $4,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$4,504,524
Amount of Income$4,809,677
Form 990 Revenue Amount$36,758
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations


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Amount of income in 2011: $4,809,677 (it was $3,233,960 in 2010)
John W Marshall & Jerry E Marshall Foundation: 

 $4,809,677
Other organizations performing similar types of work: 

 $90,224

Assets in 2011: $4,504,524 (it was $4,797,153 in 2010)
John W Marshall & Jerry E Marshall Foundation: 

 $4,504,524
Other organizations performing similar types of work: 

 $323,888

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$36,758$82,979$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$14,377
Dividends and interest from securities$68,602
Gross rents$0
Gross profit from sales of goods$0
Other income$-13,031
Total expenses and disbursements$310,938$0$0$279,160
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$31,778$0$0
Contributions, gifts, grants paid$279,160
Excess of revenue over expenses and disbursements$-274,180
Net investment income$82,979
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$4,504,524$4,487,816
Cash - non-interest-bearing$260,499
Investments-U.S. and state government obligations$0
Investments-corporate stock$0
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$4,244,025
Total liabilities$1
Mortgages and other notes payable$0
Other$1
Total liabilities and net assets/fund balances$4,504,524
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$0
Net capital loss$-33,190
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$830
Total credits and payments$717
2011 estimated tax payments and 2010 overpayment credited to 2011$0
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$717
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$20
Tax due$133
Amount to be credited to 2012 estimated tax$0
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$4,024,614
Net value of noncharitable-use assets$3,964,240
Minimum investment return$198,212
Distributable Amount (for 2011)
Distributable amount$197,382
Undistributed Income (for 2011)
Distributable amount for 2011$197,382
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
1Kosciusko 21st Century Foundation Inc2170 N Pointe Dr, Warsaw, IN 46582-9043IN1967-11$72,939,129
2Wem 2000 Foundation, Martin Phillip H TteePO BOX 5628, Minneapolis, MN 55440-5628MN2000-09$14,734,494
3The Beall Family Foundation5 San Joaquin Plz Ste 320, Newport Beach, CA 92660-5936CA2001-02$11,754,599
4North Penn Community Health Foundation2506 N Broad St Ste 206, Colmar, PA 18915-9439PA1956-03$6,461,062
5Henry E & Nancy H Bartels Trust Fbo, University Of New HavenPO BOX 187169, Hamden, CT 06518-7020CT1989-04$2,910,909
6Pugdin Memorial Fund P 61620004PO BOX 3038, Milwaukee, WI 53201-3038WI2000-03$2,007,783
7Lancaster County Partners For Youth IncPO BOX 1023, Lancaster, SC 29721-1023SC1996-10$698,073
8Gordon G Wilson Trust Uw Fbo, Covington United 32100302010 S Dearborn Il1-0117, Chicago, IL 60603-2300IL2000-01$590,765
9Abner F Morison Tr Fund, Bar Harbor Bank & TrustPO BOX 1100, Ellsworth, ME 04605-1100ME1993-03$121,688
10Cargill Macmillan Jr Charitable Tr, Martin Phillip H TteePO BOX 5628, Minneapolis, MN 55440-5628MN2000-09$71,682
11Inasmuch Foundation210 Park Ave Ste 3150, Oklahoma City, OK 73102-5604OK1999-09$198,468,472
12Ethics And Excellence In Journalism Foundation210 Park Ave Ste 3150, Oklahoma City, OK 73102-5604OK1999-09$64,837,795
13Fred Jones Family Foundation9225 Lake Hefner Parkway, Oklahoma City, OK 73120-2061OK2005-08$11,872,435
14John W Marshall & Jerry E Marshall Foundation1406 Terrace Dr, Tulsa, OK 74104-4626OK2003-01$4,809,677
15Coretz Family Foundation2675 S Birmingham Pl, Tulsa, OK 74114-4320OK2004-12$4,098,786
16Robert S & Eloise C Bowers FoundationPO BOX 1620, Tulsa, OK 74101-1620OK2000-05$3,681,115
17Mclaughlin Family Foundation Inc7301 N Broadway Extension Ste 225, Oklahoma City, OK 73116-9045OK2004-12$3,669,470
18Ralph And Frances Mcgill FoundationPO BOX 3627, Tulsa, OK 74101-3627OK2000-11$2,991,720
19Ellen G Adelson Family Foundation15 E 5th St Ste 3200, Tulsa, OK 74103-4340OK2007-09$2,782,313
20Bezalel FoundationPO BOX 699, Tulsa, OK 74101-0699OK2003-09$2,307,432
Number of organizations performing similar types of work
Alaska8
Alabama189
Arkansas76
Arizona255
California2,264
Colorado383
Connecticut378
District of Columbia99
Delaware361
Florida1,391
Georgia433
Hawaii77
Iowa135
Idaho68
Illinois994
Indiana243
Kansas142
Kentucky137
Louisiana125
Massachusetts669
Maryland413
Maine64
Michigan535
Minnesota313
Missouri300
Mississippi54
Montana57
North Carolina473
North Dakota13
Nebraska122
New Hampshire63
New Jersey816
New Mexico71
Nevada180
New York2,349
Ohio614
Oklahoma216
Oregon176
Pennsylvania999
Rhode Island165
South Carolina127
South Dakota31
Tennessee177
Texas1,160
Utah208
Virginia430
Vermont32
Washington355
Wisconsin341
West Virginia44
Wyoming59
International32
Total19,416

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