Civic Intelligence

The Marbridge Foundation Assistance Trust

990 • Fiscal year 2022 • EIN 74-6351323

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 31, 2023

Organization ProfileN/A
201 West 5th Street Suite 1000Austin, TX 78701

(512) 469-5204

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

13th percentile

-23%

Higher net margin than 13% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

40th percentile

$10,000

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 10.9% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

8th percentile

-19%

Faster asset growth than 8% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

14th percentile

-29%

Faster revenue growth than 14% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$2,682,791

Down $641,871 (-19%) from 2021

Net Assets

Down

$2,682,791

Down $641,871 (-19%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin13th percentile

Revenue

Down

$92,136

Down $37,144 (-29%) from 2021

Expenses

Up

$112,997

Up $9,841 (+9.5%) from 2021

Net Income

Down

-$20,861

Down $46,985 (-180%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,745,601Liabilities 2010: $0Net Assets 2010: $1,745,6012010Assets 2011: $1,722,165Liabilities 2011: $0Net Assets 2011: $1,722,1652011Assets 2012: $1,752,001Liabilities 2012: $0Net Assets 2012: $1,752,0012012Assets 2013: $1,844,478Liabilities 2013: $0Net Assets 2013: $1,844,4782013Assets 2014: $1,891,577Liabilities 2014: $0Net Assets 2014: $1,891,5772014Assets 2015: $1,963,830Liabilities 2015: $0Net Assets 2015: $1,963,8302015Assets 2016: $1,958,469Liabilities 2016: $0Net Assets 2016: $1,958,4692016Assets 2017: $2,354,714Liabilities 2017: $0Net Assets 2017: $2,354,7142017Assets 2018: $2,259,852Liabilities 2018: $0Net Assets 2018: $2,259,8522018Assets 2019: $2,684,878Liabilities 2019: $0Net Assets 2019: $2,684,8782019Assets 2020: $2,976,439Liabilities 2020: $0Net Assets 2020: $2,976,4392020Assets 2021: $3,324,662Liabilities 2021: $0Net Assets 2021: $3,324,6622021Assets 2022: $2,682,791Liabilities 2022: $0Net Assets 2022: $2,682,7912022Assets 2023: $2,971,768Liabilities 2023: $0Net Assets 2023: $2,971,7682023Assets 2024: $3,144,325Liabilities 2024: $0Net Assets 2024: $3,144,3252024

Highlighted filing

2022

Assets$2,682,791
Liabilities$0
Net Assets$2,682,791
Open 2022 Filing

Operations Trend

Revenue Growth14th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $92,5462010Expenses 2011: $93,6982011Revenue 2012: $123,465Expenses 2012: $93,629Net Income 2012: $29,8362012Revenue 2013: $188,176Expenses 2013: $95,699Net Income 2013: $92,4772013Revenue 2014: $145,691Expenses 2014: $98,592Net Income 2014: $47,0992014Revenue 2015: $180,065Expenses 2015: $107,812Net Income 2015: $72,2532015Revenue 2016: $98,658Expenses 2016: $107,679Net Income 2016: -$9,0212016Revenue 2017: $127,617Expenses 2017: $104,023Net Income 2017: $23,5942017Revenue 2018: $94,489Expenses 2018: $33,013Net Income 2018: $61,4762018Revenue 2019: $35,394Expenses 2019: $124,822Net Income 2019: -$89,4282019Revenue 2020: $187,079Expenses 2020: $105,488Net Income 2020: $81,5912020Revenue 2021: $129,280Expenses 2021: $103,156Net Income 2021: $26,1242021Revenue 2022: $92,136Expenses 2022: $112,997Net Income 2022: -$20,8612022Revenue 2023: $266,160Expenses 2023: $122,052Net Income 2023: $144,1082023Revenue 2024: $433,097Expenses 2024: $174,162Net Income 2024: $258,9352024

Highlighted filing

2022

Revenue$92,136
Expenses$112,997
Net Income-$20,861
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 31, 2023
Return Version
2022v5.0
Gross Receipts
$510,441
Mission and Program Overview

Mission

To provide financial support to Marbridge Foundation, Inc., a school described in section 170(b)(1)(A)(ii), that assists handicapped persons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,324,662$2,682,791▼ $641,871
Investments in Publicly Traded Securities$3,056,110$2,619,523▼ $436,587
Savings and Temporary Cash Investments$245,331$37,825▼ $207,506
Accounts Receivable$22,630$24,451▲ $1,821
Cash and Non-Interest-Bearing Accounts$591$992▲ $401
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,324,662$2,682,791▼ $641,871
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,324,662$2,682,791▼ $641,871
Total Liabilities and Net Assets / Fund Balance$3,324,662$2,682,791▼ $641,871
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleBaseTotal
PlainsCapital BankTrustee$10,000$10,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$92,136
Other Revenue
$0
Change in Net Assets
$-20,861
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$80,000
Other Expenses$22,997
Salaries, Compensation, and Employee Benefits$10,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$80,000--$80,000
Fees for Service Investment Mgmnt Fees-$20,482-$20,482
Current Officers, Directors, Trustees, and Key Employees-$10,000-$10,000
Fees for Services Accounting-$2,515-$2,515
Total Functional Expenses$80,000$32,997$0$112,997
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Marbridge Foundation IncManchaca, TX501(c)(3)Fin assist - school for handicapped$80,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of the tax return is provided to the trustee for review before it is filed with the IRS.”

Form 990, Part VI, Section C, Line 19

“Upon written request, these documents will be made available for public inspection.”

Filing and Contact Details

Filer

Filer Name
Marbridge Foundation Assistance Fund
EIN
74-6351323
Phone
5124695204
Address
201 West 5th Street Suite 1000, Austin, TX 78701

Signing Officer

Name
Ron Ford
Title
Trustee
Signed
2023-10-31
Discuss with paid preparer
Yes

Organization Details

Formed
1987
Legal Domicile
TX
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Dunagan Jack LLP
Address
4833 Spicewood Springs Rd Ste 102, Austin, TX 78759
Preparer
Bob Dunagan
Phone
5124208997
Raw XML Appendix368 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/BOYAmt022630
IRS990/AccountsReceivableGrp/EOYAmt024451
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To provide financial support to Marbridge Foundation, Inc., a school described in section 170(b)(1)(A)(ii), that assists handicapped persons.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0PlainsCapital Bank
IRS990/BooksInCareOfDetail/PhoneNum05124695204
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0201 West 5th Street Suite 1000
IRS990/BooksInCareOfDetail/USAddress/CityNm0Austin
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078701
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt03324662
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt02682791
IRS990/CashNonInterestBearingGrp/BOYAmt0591
IRS990/CashNonInterestBearingGrp/EOYAmt0992
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt010000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt010000
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt080000
IRS990/CYInvestmentIncomeAmt092136
IRS990/CYOtherExpensesAmt022997
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-20861
IRS990/CYSalariesCompEmpBnftPaidAmt010000
IRS990/CYTotalExpensesAmt0112997
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt092136
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Financial support provided to Marbridge Foundation, Inc., a school described in section 170(b)(1)(A)(ii). See Schedule I.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt080000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02515
IRS990/FeesForServicesAccountingGrp/TotalAmt02515
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt020482
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt020482
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0PlainsCapital Bank
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt010000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt040189
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt080000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt080000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt080000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0458494
IRS990/GrossReceiptsAmt0510441
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt051947
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt051947
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03056110
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02619523
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0418305
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide financial support to Marbridge Foundation, Inc., a school described in section 170(b)(1)(A)(ii), that assists handicapped persons.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03324662
IRS990/NetAssetsOrFundBalancesEOYAmt02682791
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt040189
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt040189
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-621010
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt080000
IRS990/PYInvestmentIncomeAmt0129280
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt013156
IRS990/PYRevenuesLessExpensesAmt026124
IRS990/PYSalariesCompEmpBnftPaidAmt010000
IRS990/PYTotalExpensesAmt0103156
IRS990/PYTotalRevenueAmt0129280
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-20861
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0245331
IRS990/SavingsAndTempCashInvstGrp/EOYAmt037825
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Independent Trustee, PlainsCapital Bank, serves as fiduciary for the Foundation to ensure that the Foundation's activities fully support the "supported" organization, Marbridge Foundation, Inc., EIN 74-1183095.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section C, Line 1: Control Or Management Of Supported Orgs.
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0false
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741183095
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt080000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Marbridge Foundation Inc
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt080000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt080000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Fin assist - school for handicapped
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Marbridge Foundation Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0741183095
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 2250
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Manchaca
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd078652
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The funds are used to provide financial assistance to handicapped individuals through Marbridge Foundation, Inc., a supported organization (See Sch. A). There are no procedures in place to monitor or verify how Marbridge Foundation, Inc. uses the funds.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Additional Supplemental Information
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy of the tax return is provided to the trustee for review before it is filed with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Upon written request, these documents will be made available for public inspection.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Marbridge Foundation Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0741183095
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0School - community for disabled
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 2 - School
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO Box 2250
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Manchaca
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd078652
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt080000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Cash
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Marbridge Foundation Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03324662
IRS990/TotalAssetsEOYAmt02682791
IRS990/TotalAssetsGrp/BOYAmt03324662
IRS990/TotalAssetsGrp/EOYAmt02682791
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt032997
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt080000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0112997
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03324662
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02682791
IRS990/TotalProgramServiceExpensesAmt080000
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt010000
IRS990/TotalRevenueGrp/ExclusionAmt092136
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt092136
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03324662
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02682791
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0201 West 5th Street Suite 1000
IRS990/USAddress/CityNm0Austin
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078701
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ron Ford
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Marbridge Foundation Assistance Fund
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co Ron Ford
ReturnHeader/Filer/BusinessNameControlTxt0MARB
ReturnHeader/Filer/EIN0746351323
ReturnHeader/Filer/PhoneNum05124695204
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 West 5th Street Suite 1000
ReturnHeader/Filer/USAddress/CityNm0Austin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078701
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742981758
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dunagan Jack LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04833 Spicewood Springs Rd Ste 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Austin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078759
ReturnHeader/PreparerPersonGrp/PhoneNum05124208997
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bob Dunagan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-10-31T12:31:34-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ron
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ford
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,682,791
Liabilities
$0
Net assets
$2,682,791
Revenue
$92,136
Expenses
$112,997
Net income
-$20,861
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.14$0.00$3.14$0.43$0.17$0.26
2023Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.27$0.12$0.14
2022Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.09$0.11$0.02
2021Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.13$0.10$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.19$0.11$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.04$0.12$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.09$0.03$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.13$0.10$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.10$0.11$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.18$0.11$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.15$0.10$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.19$0.10$0.09
2012Summary only. Only limited summary data is available for this year.$1.75$0.00$1.75$0.12$0.09$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.00$1.72$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.75$0.00$1.75$0.09