The Marks Charitable Foundation

990PF • Fiscal year 2013 • EIN 76-0293820

Jan 01, 2013 to Dec 31, 2013 • Filed on May 16, 2014

Organization Profile

5100 San Felipe Unit 371 EastSuiteHouston, TX 77056-3714

(713) 461-3594

Siviq Scores

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

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

0.00x

Higher debt load relative to revenue than 38% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

37%

Higher net margin than 84% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Higher top officer pay than 55% of similar nonprofits.

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

2013 filings • $500k-$1M nonprofits • Source year 2013

4.7%

Faster asset growth than 61% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

92%

Faster revenue growth than 89% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2011 to 2013

Balance Sheet

Liabilities / Assets36th percentile

Assets

$600,159

Up $27,115 (+4.7%) from 2012

Net Assets

$600,159

Up $27,115 (+4.7%) from 2012

Liabilities

Up $1 from 2012

Revenue And Expenses

Liabilities / Revenue38th percentile Net Margin84th percentile

Revenue

$74,240

No earlier filing loaded for comparison.

Expenses

$47,125

Up $303 (+0.6%) from 2012

Net Income

$27,115

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

Highlighted filing

2013

Assets$600,159

Liabilities$1

Net Assets$600,159

Open 2013 Filing

Operations Trend

Revenue Growth89th percentile

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

Highlighted filing

2013

Revenue$74,240

Expenses$47,125

Net Income$27,115

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: May 16, 2014
Return Version: 2013v3.1

Compensation and Service Providers

Top Officer Pay55th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
J STEPHEN MARKS III	Trustee	-	$0	-	-
MARY LYNN MARKS	Trustee	-	$0	-	-
RICHARD S SNELL	Trustee	-	$0	-	-

Filing and Contact Details

Filer

EIN: 76-0293820
In Care Of: % JS MARKS
Phone: 7134613594

Signing Officer

Name: J Stephen Marks Iii
Title: Trustee
Phone: 7134613594
Signed: 2014-05-16
Discuss with paid preparer: Yes

Preparer

Preparer: Jeffery a Hill
Phone: 7136253500

Raw XML Appendix317 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	TAX RETURN PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	1289
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	1289
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc	0	NONE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	SEE ATTACHMENT 10
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	0	70215
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	70006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	521789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	669431
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	SEE ATTACHMENT 10
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	11106
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	63134
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	74240
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	74240
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt	0	1289
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	2578
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	63134
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	35000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	35000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	11009
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	11009
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	27115
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	533916
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	97
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	97
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	63404
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	9501
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	9501
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	46
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	46
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	36289
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	10836
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	74240
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	74240
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	1289
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	10836
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	12125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	381889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	70009
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	2	18884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	32459
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	8063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	3	3600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	32459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	19012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	8063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	414348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	89021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	26947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	COMPASS BANK 4547 - STMT D-1
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	COMPASS BANK 4547 - STMT D-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	63134
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	27115
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	600159
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	573044
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	600159
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	33174
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	33174
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	33174
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	34442
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	1268
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	1268
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt	0	1218
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	54
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	1268
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	1272
IRS990PF/FMVAssetsEOYAmt	0	747592
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt	0	70215
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt	0	70006
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	482770
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	521789
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	669431
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	367
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	296
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	296
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	12052
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	7859
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	573044
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	600159
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	747592
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	573044
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	600159
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	573044
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	600159
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt	0	573044
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt	0	600159
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	699320
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	1200
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	698120
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	10490
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	34442
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	688830
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	J STEPHEN MARKS III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	MARY LYNN MARKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	RICHARD S SNELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	0	5100 SAN FELIPE UNIT 371 EAST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	1	5100 SAN FELIPE UNIT 371 EAST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	2	333 CLAY STREET SUITE 3300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	0	HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	1	HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	2	HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	0	TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	1	TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	2	TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	0	770563714
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	1	770563714
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	2	77002
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	40164
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	40798
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	36221
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	36655
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	31721
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	34789
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	44937
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.058308
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.057015
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.291539
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IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	36289
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1	0	5100 SAN FELIPE UNIT 371 EAST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City	0	HOUSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State	0	TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode	0	770563714
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1	0	JS MARKS
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	7134613594
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	16500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	18500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1	0	HOUSTON SYMPHONY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1	1	WASHINGTON & LEE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	0	615 LOUISIANA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	1	204 WEST WASHINGTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	0	HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	1	LEXINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	0	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	1	VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	0	77002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	1	24450
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	N
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	35000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	22815
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	13474
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	33174
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2009
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	36289
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	10359
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	13474
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	367
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	296
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	296
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	INVESTMENT ADVISOR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	OTHER DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	9294
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	207
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	9294
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	207
TaxesSchedule/TaxesDetail/Amt	0	46
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	FROM PORTFOLIO
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	46
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	J STEPHEN MARKS III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7134613594
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	THE MARKS CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	MARK
ReturnHeader/Filer/EIN	0	760293820
ReturnHeader/Filer/InCareOfNm	0	% JS MARKS
ReturnHeader/Filer/PhoneNum	0	7134613594
ReturnHeader/Filer/USAddress/AddressLine1	0	5100 SAN FELIPE UNIT 371 EAST
ReturnHeader/Filer/USAddress/AddressLine2	0	Suite
ReturnHeader/Filer/USAddress/City	0	HOUSTON
ReturnHeader/Filer/USAddress/State	0	TX
ReturnHeader/Filer/USAddress/ZIPCode	0	770563714
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	MCGLADREY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	1400 POST OAK BLVD STE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	770563009
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7136253500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JEFFERY A HILL
ReturnHeader/ReturnTs	0	2014-06-12T09:48:06-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $600,159
Liabilities: $1
Net assets: $600,159
Revenue: $74,240
Expenses: $47,125
Net income: $27,115

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2020Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.00	$0.09	$0.09
2019Detailed filing. Detailed filing data is available for this year.	$0.09	$0.00	$0.09	$0.44	$6.34	$6.78
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$6.87	$0.00	$6.87	$0.40	$0.43	$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$6.89	$0.00	$6.89	$0.47	$0.43	$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$6.96	$0.00	$6.96	$0.76	$0.62	$0.14
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$6.97	$0.00	$6.97	$0.36	$0.44	$0.08
2014Summary only. Only limited summary data is available for this year.	$7.04	$0.00		$1.48	$0.44	$1.04
2013Detailed filing. Detailed filing data is available for this year.	$6.00	$0.00	$6.00	$0.74	$0.47	$0.27
2012Detailed filing. Detailed filing data is available for this year.	$5.73	$0.00	$5.73		$0.47
2011Summary only. Only limited summary data is available for this year.	$5.82	$0.00		$0.20	$0.47	$0.27