Civic Intelligence

Marshall Rose Family Foundation Inc.

990PF • Fiscal year 2015 • EIN 13-3036439

Dec 01, 2014 to Nov 30, 2015 • Filed on Jan 31, 2016

Organization Profile
C/O Georgetown Gp 667 Madison AveNew York, NY 10065

(212) 755-2323

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

38th percentile

-1.4%

Higher net margin than 38% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

46th percentile

-0.4%

Faster asset growth than 46% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

88th percentile

51%

Faster revenue growth than 88% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,502,281

Down $5,750 (-0.4%) from 2014

Net Assets

Down

$1,502,281

Down $5,750 (-0.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin38th percentile

Revenue

Up

$414,168

Up $140,726 (+51%) from 2014

Expenses

Down

$419,918

Down $7,801 (-1.8%) from 2014

Net Income

Up

-$5,750

Up $148,527 (+96%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,947,391Liabilities 2011: $02011Assets 2012: $1,944,057Liabilities 2012: $02012Assets 2013: $1,662,308Liabilities 2013: $0Net Assets 2013: $1,662,3082013Assets 2014: $1,508,031Liabilities 2014: $0Net Assets 2014: $1,508,0312014Assets 2015: $1,502,281Liabilities 2015: $0Net Assets 2015: $1,502,2812015Assets 2016: $3,881,018Liabilities 2016: $0Net Assets 2016: $3,881,0182016Assets 2017: $3,554,830Liabilities 2017: $0Net Assets 2017: $3,554,8302017Assets 2018: $3,212,554Liabilities 2018: $0Net Assets 2018: $3,212,5542018Assets 2019: $2,976,201Liabilities 2019: $0Net Assets 2019: $2,976,2012019Assets 2020: $2,950,375Liabilities 2020: $0Net Assets 2020: $2,950,3752020Assets 2021: $2,825,875Liabilities 2021: $0Net Assets 2021: $2,825,8752021Assets 2022: $2,809,494Liabilities 2022: $0Net Assets 2022: $2,809,4942022Assets 2023: $2,799,282Liabilities 2023: $0Net Assets 2023: $2,799,2822023Assets 2024: $2,824,933Liabilities 2024: $0Net Assets 2024: $2,824,9332024

Highlighted filing

2015

Assets$1,502,281
Liabilities$0
Net Assets$1,502,281
Open 2015 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $437,064Expenses 2011: $574,200Net Income 2011: -$137,1362011Revenue 2012: $542,044Expenses 2012: $545,378Net Income 2012: -$3,3342012Revenue 2013: $271,431Expenses 2013: $553,180Net Income 2013: -$281,7492013Revenue 2014: $273,442Expenses 2014: $427,719Net Income 2014: -$154,2772014Revenue 2015: $414,168Expenses 2015: $419,918Net Income 2015: -$5,7502015Revenue 2016: $2,692,657Expenses 2016: $313,920Net Income 2016: $2,378,7372016Revenue 2017: $45,898Expenses 2017: $372,086Net Income 2017: -$326,1882017Revenue 2018: $48,084Expenses 2018: $390,360Net Income 2018: -$342,2762018Revenue 2019: $48,292Expenses 2019: $284,645Net Income 2019: -$236,3532019Revenue 2020: $94,828Expenses 2020: $120,654Net Income 2020: -$25,8262020Revenue 2021: $142,517Expenses 2021: $269,138Net Income 2021: -$126,6212021Revenue 2022: $127,268Expenses 2022: $93,449Net Income 2022: $33,8192022Revenue 2023: $131,629Expenses 2023: $141,841Net Income 2023: -$10,2122023Revenue 2024: $164,004Expenses 2024: $89,997Net Income 2024: $74,0072024

Highlighted filing

2015

Revenue$414,168
Expenses$419,918
Net Income-$5,750
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Jan 31, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARSHALL ROSEDirector-$0--
SIMEON BRINBERGDirector-$0--
Filing and Contact Details

Filer

Filer Name
Marshall Rose Foundation Inc
EIN
13-3036439
In Care Of
% TAXPAYER
Phone
2127552323
Address
C/O GEORGETOWN GP 667 MADISON AVE, NEW YORK, NY 10065

Signing Officer

Name
Marshall Rose
Title
Director
Phone
2127552323
Signed
2016-01-31
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrown Pc
Address
1411 BROADWAY 9TH FLOOR, NEW YORK, NY 10018
Preparer
Jeffrey Shlefstein CPA
Phone
2127519100
Raw XML Appendix258 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0358102
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0595964
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm026,677 SHS ONE LIBERTY PROPERT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0872542
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MONARCH DEBT RECOVERY FUND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt03398181
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt041626
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0372542
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0414168
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0414168
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0372542
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0416327
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0416327
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt041626
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt041626
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5750
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0500000
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0372542
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0414168
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03591
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0416577
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0419918
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0414168
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0414168
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03591
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0127458
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0372542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0372542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0126.52 SHS- QUADRANGLE DEBT RECOVERY FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0372542
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-5750
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01502281
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01508031
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01502281
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0228223
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0228223
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0228223
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0236506
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt08283
IRS990PF/DistributableAmountGrp/TotalTaxAmt08283
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08283
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08283
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08283
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt04283
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04000
IRS990PF/FMVAssetsEOYAmt04265782
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt070629
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0172131
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0172131
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0358102
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0358102
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0595964
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01000000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0872542
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03398181
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01508031
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01502281
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt079300
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt099506
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt099506
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01508031
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01502281
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04265782
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01508031
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01502281
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01508031
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01502281
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04802155
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0484589
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04317566
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt072032
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0236506
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04730123
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04802155
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARSHALL ROSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SIMEON BRINBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0667 MADISON AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt160 CUTTER MILL ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GREAT NECK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010065
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd111021
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0771090
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0775232
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0418915
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0553060
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0541295
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0573851
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0594808
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.163017
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.090434
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.125437
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.128683
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.146269
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.324262
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04142
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04730123
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04632277
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04409063
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04206415
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03923257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01834343
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0416577
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.815085
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0416577
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0416577
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0416577
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0667 MADISON AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010065
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TAXPAYER
IRS990PF/StatementsRegardingActyGrp/PhoneNum02127552323
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0416327
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0667 MADISON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010065
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0416327
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0228223
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0228223
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0191270
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0337233
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0333584
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0379428
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0504543
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0504543
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01429869
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0188354
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0191270
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0337233
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0333584
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0379428
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0416577
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0188354
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01934412
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01746058
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt03341
TaxesSchedule/TaxesDetail/Amt1250
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1NEW YORK STATE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0250
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARSHALL ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02127552323
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARSHALL ROSE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MARS
ReturnHeader/Filer/EIN0133036439
ReturnHeader/Filer/InCareOfNm0% TAXPAYER
ReturnHeader/Filer/PhoneNum02127552323
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O GEORGETOWN GP 667 MADISON AVE
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010065
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITHUMSMITHBROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01411 BROADWAY 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02127519100
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY SHLEFSTEIN CPA
ReturnHeader/ReturnTs02016-04-07T19:15:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-12-01
ReturnHeader/TaxPeriodEndDt02015-11-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,502,281
Liabilities
$0
Net assets
$1,502,281
Revenue
$414,168
Expenses
$419,918
Net income
-$5,750
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.16$0.09$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.13$0.14$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.13$0.09$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.14$0.27$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.09$0.12$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.05$0.28$0.24
2018Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.05$0.39$0.34
2017Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.05$0.37$0.33
2016Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$2.69$0.31$2.38
2015Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.41$0.42$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.27$0.43$0.15
2013Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.27$0.55$0.28
2012Summary only. Only limited summary data is available for this year.$1.94$0.00$0.54$0.55$0.00
2011Summary only. Only limited summary data is available for this year.$1.95$0.00$0.44$0.57$0.14