2024-12-03T14:07:17-06:00 2023-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2023-01-01 760664812 Douglas B Marshall Jr Family Foundation DOUG 7136518800 PO Box 1471 Houston TX 772511471 Rebecca Dietz Secretary 7136518800 2024-12-03 1 0 Kurt Coburn P01638285 7134395739 2024-12-03 2023 2024-10-15 13:58:12Z X 41360563 X 594656 564923 564923 2232990 8201626 2232990 278946 99485 3671515 2897398 0 0 0 26600 13300 13300 144873 65877 78996 5730 5730 0 200353 191043 7517 377556 275950 99813 3355081 3355081 3732637 275950 3454894 -61122 2621448 1185061 1718679 1718679 69291 62291 69291 69291 8854165 9122702 19424402 4338588 4150000 4247142 11902174 10703538 15901049 26342279 25764210 41360563 0 0 X 0 0 0 0 26342279 25764210 26342279 25764210 26342279 25764210 26342279 -61122 0 26281157 516947 25764210 Publicly traded securities 8201626 6654775 1546851 1546851 Passthrough K-1 capital gain 350928 350928 Capital gain distributions 335211 335211 2232990 36438 0 36438 0 36438 27359 0 22000 0 49359 X 0 12921 12921 0 0 0 0 0 0 0 0 0 1 1 0 1 1 TX 1 0 0 0 0 1 www.dbmjr.org Legacy Trust Company 7136518753 PO Box 1471 Houston TX 772511471 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 Douglas B Marshall III PO Box 1471 Houston TX 772511471 President/Director 5.00 0 0 0 Amrita Ahuja PO Box 1471 Houston TX 772511471 VP/Director 1.00 0 0 0 Rebecca Dietz PO Box 1471 Houston TX 772511471 Secretary 6.00 0 0 0 Robert T Arnold PO Box 1471 Houston TX 772511471 Treasurer/Director 1.00 0 0 0 Valmik Ahuja PO Box 1471 Houston TX 772511471 Director 1.00 0 0 0 Tracy Kimmel PO Box 1471 Houston TX 772511471 Director 1.00 0 0 0 NONE 0 Legacy Trust Company PO Box 1471 Houston TX 772511471 Trustee fees 131755 0 0 20829399 1736365 16182504 38748268 0 0 38748268 581224 38167044 1908352 1908352 36438 12546 48984 1859368 0 1859368 0 1859368 3454894 0 3454894 1859368 0 0 273405 273405 3454894 0 0 0 1859368 1595526 0 0 1868931 0 0 0 0 0 0 0 1868931 273405 1595526 Douglas B Marshall III Rebecca Dietz The Douglas B Marshal PO Box 1471 Houston TX 772511471 7136518806 dbmjrfoundation@gmail.com Applications should be submitted by email to dbmjrfoundation@gmail.com. Go to www.dbmjr.org/grant_guidelines for application forms. Go to www.dbmjr.org for current deadlines. The mission of the Douglas B. Marshall, Jr. Family Foundation is to support education and research on all levels. This includes, on the one hand, supporting cutting edge research at universities, laboratories, and other such institutions. It also includes the support of basic education, especially in areas of literacy, numeracy, and science. Since education and research are impossible without food, shelter, clothing, or medicine, it is within the bounds of the Foundation's mission to provide these when necessary. Precision Development Inc PO Box 610226 Newton Hlds MA 02461 N/A PC General support 10000 Leukemia & Lymphoma Society Inc PO Box 22443 New York NY 10087 N/A PC General support 5000 GDI Solutions LLC 1401 K St Nw Ste 900 Washington DC 20005 N/A PC General support 500000 Central Square Foundation 242 Okhla Industrial Estate Phase 3 New Delhi IN 110020 N/A PC General support 75000 Center For New American Media 59 Prospect Pl Brooklyn NY 11217 N/A PC General support 10000 Young 1ove Foundation 2028 E Ben White Blvd 240-3760 Austin TX 78741 N/A PC General support 100000 Ummeed Child Development Fund Inc 17 Powder Mill Rd Framingham MA 01701 N/A PC General support 10000 St Philip's Episcopal School 343 North Getty St Uvalde TX 78801 N/A PC Tuition Assistance 15000 St Peter's Episcopal Church PO Box 1502 Millbrook NY 12545 N/A PC General support 5000 Reach Unlimited Inc 12777 Jones Rd Ste 103 Houston TX 77070 N/A PC General support 15000 Pratham USA 9703 Richmond Ave Ste 102 Houston TX 77042 N/A PC Central MME and government partnerships programs 800000 Massachusetts Institute of Technology 77 Massachusetts Ave E53-320 Cambridge MA 02139 N/A PC Post-primary education in developing countries, Phase II(J-PAL)/ Fol and IGI 500000 Mannion Daniels 2Nd Floor 11 - 15 Emerald Street London UK WC1N 3QL N/A NC Support to the Global Education Evidence Advisory Panel (GEEAP) and its Secretariat 130000 Innovations for Poverty Action 101 Whitney Avenue New Haven CT 06510 N/A PC Bridge grant 200000 Gyan Prakash Foundation 19 Sindh Co-op Housing SocietySadhu Vasvani Road Aundh Pune Maharashtra IN 411007 N/A PC General support 100000 Global School Leaders 12329 Culver Boulevard Los Angeles CA 90066 N/A PC School development in India and M&E Strengthening 269246 Convent of the Sacred Heart 1 E 91St Steet New York NY 10128 N/A PC General support 10000 Children's Hope India Inc 7 Edgemere Drive Albertson NY 11507 N/A PC General support 10000 Centre for Economic Research In Pakistan 29-P Mushtaq Ahmed Gurmani Rd Block P Gulberg 2 Lahore Punjab PK 54000 N/A PC TIP primary schools 120000 British Asian Trust Camburgh House 27 New Dover Rd Canterbury Kent UK CT1 3DN N/A PC General support 125000 Avanti Fellows 3500 Palmilla Dr Unit 5006 San Jose CA 95134 N/A PC General support 120835 President And Fellows Of Harvard College PO Box 419209 Boston MA 02241 N/A PC General support 125000 Rocket Learning Foundation 605 Geddes Street Wilmington DE 19805 N/A PC General support 100000 3355081 0 14 564923 18 2232990 Passthrough K-1 income 525990 178823 14 100123 178823 2898036 0 3076859 0 0 0 0 0 0 0 0 0 0 X X 1 Douglas B Marshall Management Trust PO Box 1471 Houston TX 77251 594565 X 1 Publicly traded securities 594565 2023-12-19 Audit 13750 6875 6875 Bookkeeping 12850 6425 6425 Rebecca Dietz Douglas B. Marshall, Jr. Family Foundation (the Foundation) paid trustee fees of $131,755 to Legacy Trust Company, pursuant to a trust agreement, for ordinary and necessary personal services performed for the Foundation during the tax year. Rebecca Dietz is employed by Legacy Trust Company. She is not employed or compensated by the Foundation and only serves as a representative of Legacy Trust Company on the board of the foundation. The trustee fees are not paid to Rebecca Dietz, are unrelated to her position as a representative on the board, and would be paid to Legacy Trust Company regardless of her services. The Foundation is making this disclosure pursuant to revised IRS guidance per Announcement 2021-18. Mannion Daniels 2Nd Floor 11 - 15 Emerald Street London UK WC1N 3QL 2021-07-30 396700 To provide support to the Global Education Evidence Advisory Panel (GEEAP) and its Secretariat to ensure production, dissemination and uptake of evidence to improve educational outcomes. Detail of dates, grant amounts and expenditures in the totals above: Date Amount of Grant Amount Expended07/30/21 $70,000 $70,00012/17/21 $70,000 $70,00006/23/22 $70,000 $70,00009/29/22 $56,700 $29,320 08/15/23 $130,000 $130,000 396700 No 3/31/22, 3/27/23, 7/12/24 To the knowledge of the Douglas B. Marshall, Jr. Family Foundation, and based upon the reports furnished by the grantee, no part of the grants have been diverted from any activity for which the grants were originally made. The Douglas B. Marshall, Jr. Family Foundation has no reason to doubt the accuracy or reliability of the reports from the grantee; therefore, no independent verification of the reports was made. 294026 shs PIMCO Income Fund (00) 3050000 3122561 105893 shs PIMCO Income Fund (01) 1100000 1124581 14230 shs iShares MSCI EAFE ETF (00) 726898 1072230 8145 shs iShares Russell 1000 Growth ETF (00) 695863 2469320 12423 shs iShares Russell 1000 Value ETF (00) 2001249 2052901 16920 shs PGIM Jennison International Op (00) 400000 480372 50314 shs Pzena International Value Fund (00) 400000 507673 25207 shs Wasatch Emer Mkts Select Fd (00) 375000 427001 738 shs Microsoft Corp (00) 40090 277518 1500 shs Novo Nordisk A/S (00) 7668 155175 212 shs S&P Global Inc (00) 9227 93390 300 shs Visa Inc (00) 20720 78105 11135 shs SPDR S&P 500 ETF Trust (00) 1467293 5292577 2589 shs iShares Russell 1000 Growth ETF (01) 323643 784907 4697 shs iShares Russell 1000 Value ETF (01) 752583 776179 1957 shs iShares Russell 2000 Growth ETF (01) 155624 493595 4466 shs iShares Russell Mid-Cap Growth ETF (01) 112774 466518 9002 shs iShares MSCI EAFE ETF (01) 462861 678301 12690 shs PGIM Jennison International Op (01) 300000 360279 37736 shs Pzena International Value Fund (01) 300000 380755 5423 shs SPDR S&P 500 ETF Trust (01) 571209 2577606 LTC Core Equity Fund (00) AT COST 1188131 2344238 Legacy Distressed Ops II Ltd (00) AT COST 433434 511640 Legacy European Dist Opp LP (00) AT COST 18919 11955 Legacy European Dist Opp II LP (00) AT COST 54981 64160 Legacy Focused Growth Fund LP (00) AT COST 1427780 2117872 Legacy Infrastructure Ptrs II LP (00) AT COST 83182 165140 Legacy Mezzanine Partners LP (00) AT COST 4583 2257 Legacy New Tech Fund LP (00) AT COST 465202 830665 Legacy Private Equity Ptrs III LP (00) AT COST 343408 486270 Legacy Value Partners LP (00) AT COST 1810259 2372721 LTC Commercial RE Debt, LP (00) AT COST 27025 23034 LTC Energy Transitions Ops LP (00) AT COST 395517 425246 LTC PE Financial Services LP (00) AT COST 151536 261304 LTC PE Growth LP (00) AT COST 283360 392459 LTC PE Real Estate LP (00) AT COST 79969 132451 LTC Private Credit LP (00) AT COST 671997 622009 LTC Real Estate Equity 2022 LP (00) AT COST 730369 800000 LTC Realty Partners II LP (00) AT COST 49688 43773 LTC Realty Partners III LP (00) AT COST 597923 601932 LTC Telco Infrastructure LP (00) AT COST 541162 591120 OCM Opp Fund VIIb LP (00) AT COST 1289 35 LTC Core Equity Fund (01) AT COST 260746 448902 Legacy Focused Growth Fund LP (01) AT COST 296913 812489 Legacy New Tech Fund LP (01) AT COST 240175 734362 Legacy Value Partners LP (01) AT COST 536811 1100502 Legacy Mezzanine Partners LP (01) AT COST 9179 4513 Difference between FMV and basis of donated securities 516947 Insurance 2517 0 2517 K-1 expenses 192836 191043 0 Membership dues 5000 0 5000 Passthrough K-1 income 278946 99485 278946 Data processing fees 9594 0 9594 Institutional trustee fees 131755 65877 65878 Philanthropic consulting 3150 0 3150 Registered agent fee 374 0 374 Foreign tax 5730 5730 0