2024-10-16T16:03:53-05:00 2023-12-31 860550947 R & A CPAS A PROFESSIONAL CORPORATION 4542 E CAMP LOWELL STE 100 TUCSON AZ 85712 990PF 2023-01-01 860102198 MARSHALL FOUNDATION MARS 5206228613 814 E UNIVERSITY BOULEVARD TUCSON AZ 85719 BRUCE BURKE PRESIDENT 5206228613 2024-10-11 1 0 DAVID F SAMER P00182147 5208814900 2023 2024-10-15 13:58:12Z X 51251631 X X 316146 316146 4014496 2871305 4014496 10725465 11000000 10725465 346686 258665 15402793 14171581 207746 111401 93411 513228 317668 51157 44993 35413 0 47259 33084 0 84099 65340 0 393571 70326 0 383062 119704 0 394195 262718 267291 267291 0 1401618 859108 139621 3737062 2142053 284189 1387654 1758968 5124716 2142053 2043157 10278077 12029528 350032 404490 404490 418520 211126 211126 158945 7111 229041 151834 151834 221400 221400 74028 86193 86193 19423710 9273259 10454879 10150451 35310466 0 8987522 8987522 5861501 8502253 6100000 17388001 28493869 51251631 111130 153552 8285519 7666591 2498719 3372418 10895368 11192561 X 6492633 17301308 6492633 17301308 17388001 28493869 6492633 10278077 540771 17311481 10173 17301308 1001 N PARK, TUCSON, AZ 85719 P 2024-07-01 2023-04-14 11000000 31196 305731 10725465 10725465 10725465 167210 0 167210 0 167210 167399 0 13000 0 180399 X 41 13148 13148 0 0 0 0 0 0 0 0 0 1 1 0 1 1 AZ 1 0 0 0 0 1 WWW.MARSHALLFOUNDATION.COM MARSHALL FOUNDATION 5206228613 814 E UNIVERSITY BOULEVARD TUCSON AZ 85719 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRUCE BURKE 814 E UNIVERSITY BOULEVARD TUCSON AZ 85719 PRESIDENT & TREASURER 9.23 18000 0 0 JANE MCCOLLUM 814 E UNIVERSITY BOULEVARD TUCSON AZ 85719 PRESIDENT RE DIVISION (RETIRED 2023) 40.00 159246 1411 0 GABRIELA CORRALES 814 E UNIVERSITY BOULEVARD TUCSON AZ 85719 VICE PRESIDENT 0.92 6000 0 0 JIMENA VALDES 814 E UNIVERSITY BOULEVARD TUCSON AZ 85719 TREASURER & SECRETARY 0.92 6000 0 0 FABIAN CORDOVA 814 E UNIVERSITY BOULEVARD TUCSON AZ 85719 MEMBER 2.31 6000 0 0 ALFREDO CUESTAS 814 E UNIVERSITY BOULEVARD TUCSON AZ 85719 MEMBER (RESIGNED AUGUST 2023) 0.92 4000 0 0 MICHAEL HAMMOND 814 E UNIVERSITY BOULEVARD TUCSON AZ 85719 MEMBER 2.31 6000 0 0 SEAN STUCHEN 814 E UNIVERSITY BOULEVARD TUCSON AZ 85719 MEMBER 0.92 0 0 0 PAOLA MENDIVIL 814 E UNIVERSITY BOULEVARD TUCSON AZ 85719 MEMBER 0.92 2000 0 0 TRICIA KINARD 814 E UNIVERSITY BOULEVARD TUCSON AZ 85719 ACCOUNTING MANAGER 40.00 84000 16406 0 ROBIN FECKNER 814 E UNIVERSITY BOULEVARD TUCSON AZ 85719 OFFICE MANAGER 40.00 66548 26094 0 SHAWN RISHER 814 E UNIVERSITY BOULEVARD TUCSON AZ 85719 ADMINISTRATION 40.00 51035 15202 0 0 MSW DEVELOPMENT SERVICES INC 70 W CUSHING STREET TUCSON AZ 85701 CONSULTING 453250 0 N/A 0 0 7144892 748977 41320166 49214035 0 8117470 41096565 616448 40480117 2024006 2024006 167210 7887 175097 1848909 0 1848909 0 1848909 2043157 0 2043157 1848909 1089029 0 0 2043157 1089029 0 0 954128 0 0 0 0 0 0 0 0 894781 0 0 0 KAY HOENIG 814 E UNIVERSITY BOULEVARD TUCSON AZ 85719 5206228613 GRANT REQUESTS ARE CONSIDERED AT THE BEGINNING OF THE YEAR THROUGH A FORMAL, ONLINE PROCESS USING THE FOLLOWING CRITERIA: RELEVANCE OF THE PROJECT TO THE MARSHALL FOUNDATION'S MISSION AND GIVING FOCUS COMPLETENESS OF THE APPLICATION AVAILABILITY OF FUNDS THE THREE-STEP ONLINE PROCESS IS AS FOLLOWS: ORGANIZATION REGISTRATION (ONE-TIME ONLY PER EMAIL ADDRESS) APPLICATION FORM / LETTER OF INTENT (LOI) FULL PROPOSAL (UPON INVITATION ONLY) GRANT APPLICATIONS ARE ACCEPTED BETWEEN JANUARY AND MAY. IN ORDER TO BE CONSIDERED FOR FUNDING BY THE MARSHALL FOUNDATION, THE ORGANIZATION SEEKING SUPPORT MUST: BE AN ESTABLISHED 501(C)(3) NOT-FOR-PROFIT CORPORATION. HAVE A PROJECT THAT WILL TAKE PLACE IN PIMA COUNTY OR BENEFIT RESIDENTS OF PIMA COUNTY, AZ. HAVE SUBMITTED A FORMAL APPLICATION THROUGH AN ONLINE PROCESS MARSHALL FOUNDATION WILL NOT ACCEPT REQUESTS FOR SUPPORT FOR PROJECTS OUTSIDE OF PIMA COUNTY OR FOR SPECIFIC INDIVIDUALS. ANGEL CHARITY FOR CHILDREN 3132 N SWAN RD TUCSON AZ 85712 PC 2023 ANGEL BALL 2243 ARIZONA FRIENDS OF FOSTER CHILDREN FOUNDATION 360 E CORONADO ROAD 190 PHOENIX AZ 85004 PC FOSTERING POST-SECONDARY SUCCESS 35000 BEACON GROUP 308 W GLENN ST TUCSON AZ 85705 PC PRE EMPLOYMENT TRANSITION SERVICES EXPANSION 42700 BOOKS FOR CLASSROOMS 1432 S SAN LUIS GREEN VALLEY AZ 85614 PC PURCHASE BOOKS TO DONATE TO SCHOOLS 25000 BOYS TO MEN TUCSON 5925 E BROADWAY BLVD STE 125 TUCSON AZ 85711 PC SPONSORSHIP 30000 CASA DE LOS NINOS 1120 N 5TH AVENUE TUCSON AZ 85705 PC PROVIDE QUALITY CARE AND EDUCATION FOR CHILDREN FROM BIRTH TO AGE 5 25000 CHILDREN'S ACTION ALLIANCE 5049 E BROADWAY BLVD 158 TUCSON AZ 85711 PC EQUITABLE ACCESS TO QUALITY EARLY CHILDHOOD EDUCATION 30000 CHILDREN'S CLINICS 1111 N CHERRY AVE TUCSON AZ 85721 PC SPEECH & LANGUAGE THERAPY FOR ACADEMIC ACHIEVEMENT 30000 CIVIC ORCHESTRA OF TUCSON PO BOX 42764 TUCSON AZ 85733 PC SPONSORSHIP 1200 EL RIO HEALTH CENTER FOUNDATION 5979 E GRANT ROAD SUITE 107 TUCSON AZ 85712 PC FUND "MISSION OF HOPE" YOUTH MENTAL HEALTH PROGRAM 25000 INTERFAITH COMMUNITY SERVICES 2820 W INA RD TUCSON AZ 85741 PC SINGLE MOM SCHOLARS 25000 JOB PATH INC 616 N COUNTRY CLUB RD STE 110 TUCSON AZ 85716 PC ECONOMIC OPPRTUNITY WITH JOBPATH 50000 JUNIOR ACHIEVEMENT OF ARIZONA 6339 E SPEEDWAY BLVD STE 109 TUCSON AZ 85710 PC TEACH STUDENTS HOW TO MANAGE THEIR MONEY AND BE READY FOR THE WORKPLACE 25000 LAPTOPS 4 LEARNING 350 W SAHUARITA RD SAHUARITA AZ 85629 PC LAPTOPS FOR SAHUARITA UNIFIED SCHOOL DISTRICT 50000 LITERACY CONNECTS 200 E YAVAPAI RD TUCSON AZ 85705 PC READING SEED CHILDREN'S LITERACY PROGRAM 50000 LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST 2502 E UNIVERSITY DRIVE PHOENIX AZ 85034 PC REFUGEE EDUCATION SERVICES 25000 OLD PUEBLO COMMUNITY SERVICES 4501 E 5TH ST TUCSON AZ 85711 PC REUNION HOUSE TEEN SHELTER 60000 SAHUARITA FOOD BANK 17750 S LACANADA DR SAHUARITA AZ 85629 PC WEEKEND NUTRITION BACKPACKS 30000 SCHOLARSHIPS A-Z 225 E 26TH ST TUCSON AZ 85713 PC STUDENT SUPPORT PROGRAMS FOR UNDOCUMENTED YOUTH 40000 SO AZ ASSOC FOR THE VISUALLY IMPAIRED (SAAVI) 3767 E GRANT RD TUCSON AZ 85716 PC PROGRAM FOR VISUALLY IMPAIRED 25000 STEP STUDENT EXPEDITION PROGRAM 6336 NORTH ORACLE ROAD 326-326 TUCSON AZ 85704 PC EDUCATE AND EMPOWER LOW-INCOME ARIZONA HIGH SCHOOLERS TO ENROLL IN AND GRADUATE FROM COLLEGE 25000 STRATFORD ARTWORKS 308 E 2ND STREET TUCSON AZ 85705 PC 2023 FILM FEST TUCSON 2500 SUNNYSIDE UNIFIED SCHOOL DISTRICT FOUNDATION INC 2238 E GINTER RD TUCSON AZ 85706 PC SUNNYSIDE COMMUNITY SHARE 48647 TUCSON FESTIVAL OF BOOKS PO BOX 42466 TUCSON AZ 85733 PC SUPPORT THE 2023 TUCSON FESTIVAL OF BOOKS 25000 TUCSON JAZZ FESTIVAL 17 W CONGRESS ST TUCSON AZ 85701 PC TJF 2024 ARTISTIC RESIDENCY IN TUCSON SCHOOLS 25000 U OF A FOUNDATION 1111 N CHERRY AVE TUCSON AZ 85721 PC EDIE AUSLANDER AZ ASSURANCE SCHOLARSHIP (5 OF 5) 50000 U OF A FOUNDATION 1111 N CHERRY AVE TUCSON AZ 85721 PC SCHOLARSHIPS (2023 4 OF 5) 100000 UA FOUNDATION - SCHOOL OF JOURNALISM PO BOX 210109 TUCSON AZ 85721 PC DIVERSITY HIGH SCHOOL WORKSHOP JUMPSTART PROGRAM 50000 UA FOUNDATION - WOMEN IN SCIENCE & ENGINEERING PO BOX 210109 TUCSON AZ 85721 PC WISE MENTORSHIP PROG & PSYCHOEDUCATION SERIES 31000 UA FOUNDATION - 20232024 SCHOLARSHIPS PO BOX 210109 TUCSON AZ 85721 PC FALL 2023 197539 UA FOUNDATION - AFRICAN AMERICAN MUSEUM OF SO AZ PO BOX 210109 TUCSON AZ 85721 PC DIGITAL MOVES FOR EDUCATION 34600 UA FOUNDATION - AZ ASSURANCE PO BOX 210109 TUCSON AZ 85721 PC ARIZONA ASSURANCE SCHOLARSHIP (2022 5 OF 5 OF 5) 50000 UA FOUNDATION - COLLEGE OF EDUCATION PO BOX 210109 TUCSON AZ 85721 PC COOPER CENTER - COOPER FACILITY RENOVATIONS 106000 UA FOUNDATION - COLLEGE OF LAW 1111 N CHERRY AVE TUCSON AZ 85721 PC EXPANSION OF AAZ LICENSED LEGAL ADVOCATE (LLA) 20000 UA FOUNDATION - HONORS COLLEGE PO BOX 210006 TUCSON AZ 85721 PC HONORS VILLAGE AMPHITHEATRE NAMING (4 OF 5 PYMNTS) 50000 UA FOUNDATION - MARIA TERESA VELEZ DIVERSITY LEADERSHIP SCHOLARSHIP 1111 N CHERRY AVE TUCSON AZ 85721 PC FUND SCHOLARSHIP 10000 UA FOUNDATION - PARENTS & FAMILY PROGRAMS PO BOX 210109 TUCSON AZ 85721 PC 2023 RESOURCE GUIDE 20000 UA FOUNDATION PO BOX 210109 TUCSON AZ 85721 PC 2022/2023 EDUCATIONAL SCHOLARSHIPS 197539 UNITED WAY OF TUCSON AND SOUTHERN ARIZONA 330 N COMMERCE PARK LOOP 200 TUCSON AZ 85745 PC ACCELERATE QUALITY 25000 YOUTH ON THEIR OWN 1660 N ALVERNON WAY TUCSON AZ 85712 PC RENOVATION OF NEW HEADQUARTERS 65000 1758968 UA FOUNDATION - PRIDE OF ARIZONA MARCHING BAND PO BOX 210109 TUCSON AZ 85721 PC NEW BAND UNIFORMS (MATCHING GRANT) 100000 UA FOUNDATION - HONORS COLLEGE PO BOX 210006 TUCSON AZ 85721 PC HONORS VILLAGE AMPHITHEATRE NAMING (2024 PAYMENTS) 50000 UA FOUNDATION 1111 N CHERRY AVE TUCSON AZ 85721 PC SCHOLARSHIP FOR DACA STUDENTS ( 2024 PAYMENTS) 100000 UNITED WAY 330 N COMMERCE PARK LOOP 200 TUCSON AZ 85745 PC BUSINESS BREAKFAST COPPER LEVEL SPONSORSHIP 2024 1000 251000 14 316146 531120 1143191 16 531120 16 2871305 531120 88021 16 258665 10725465 1231212 3446116 10725465 15402793 8E DURING 2023, MARSHALL FOUNDATION SOLD REAL ESTATE WHICH WAS HELD AS INVESTMENT PROPERTY TO FURTHER THEIR CHARITABLE ACTIVITIES AND EXEMPT PURPOSE. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 47259 33084 0 INVESTMENT IN LLC STATEMENT AND DE MINIMIS SAFE HARBOR ELECTION FORM 990-PF AND FORM 990-T STATEMENT MARSHALL FOUNDATION OWNS 50% OF WEST MAIN GATE CENTER, LLC. WEST MAIN GATE IS TAXED AS A PARTNERSHIP. ITS PRINCIPAL BUSINESS ACTIVITY IS COMMERCIAL REAL ESTATE RENTALS. TIN 86-0776159814 E UNIVERSITY BOULEVARDTUCSON, AZ 85719TOTAL TAXABLE INCOME FOR 2023 $693,402TOTAL ASSETS AS OF 12/31/2023 $2,209,286SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTIONMARSHALL FOUNDATION814 E UNIVERSITYTUCSON, AZ 85719EMPLOYER IDENTIFICATION NUMBER: 86-0102198FOR THE YEAR ENDING DECEMBER 31, 2023MARSHALL FOUNDATION IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). EMA ACCOUNT (MERRIL) AT COST 8987522 8987522 LEGAL 44993 35413 0 DEFERRED CHARGES 1169360 1174754 DEFERRED RENT 3788134 2754595 INVESTMENT IN LLC 904007 857180 6100000 OPERATING ROU ASSET - 5 STORY BUILDING 0 3715724 0 INCREASE IN PREPAID RENT BALANCE 9883 NONDEDUCTIBLE PENALTIES 290 ADVERTISING 82646 58205 0 INSURANCE 67126 53204 0 MAINTENANCE & OPERATIONS 1106136 642599 139621 TELEPHONE 6066 6066 0 LOSS ON DISPOSITION OF ASSET 16605 2825 0 BAD DEBT 35050 35050 0 AMORTIZATION 87989 61159 0 WEST MAIN GATE LLC 346686 258665 346686 EXCESS OF TAX DEPRECIATION OVER BOOK 29723 EXCESS OF BOOK OVER TAX PARTNERSHIP INCOME 26471 EXCESS OF BOOK BAD DEBT EXPENSE OVER TAX 56920 INCREASE IN DEFERRED REVENUE BALANCE 373847 EXCESS OF BOOK DISPOSAL OVER TAX 53663 ADOPTION OF ASC 842 147 PREPAID RENT AND DEPOSITS 235500 249239 CONTRIBUTIONS PAYABLE 622539 251000 ACCRUED INTEREST EXPENSE 35438 35438 OTHER ACCRUED EXPENSES 655242 632454 EARNEST MONEY DEPOSIT 950000 0 OPERATING LEASE LIABILITY - CURRENT - 5 STORY BLDG 0 239472 OPERATING LEASE LIABILITY - LT - 5 STORY BLDG 0 1964815 CONSULTING 84099 65340 0 REAL ESTATE TAXES 206125 119704 0 EXCISE AND INCOME TAX 176937 0 0