2024-05-06T08:34:25-05:00 2023-12-31 390758449 WIPFLI LLP 43 CONSTITUTION DRIVE SUITE 100 BEDFORD NH 03110 990PF 2023-01-01 822621054 ANDREW W MARSHALL FOUNDATION ANDR 7819812977 1 WOODBURY HILL ROAD JAFFREY NH 03452 JAYMIE DURNAN PRESIDENT 6035324920 2024-05-06 1 JAYMIE DURNAN 999009999 1 SHEILA MCNEIL P01282590 6036273838 2024-05-06 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3295581 X 56171 775 775 775 84857 84857 84857 21650 21650 21650 21650 14519 893450 14519 0 315 708 315 178287 122509 107597 68846 0 0 59256 228610 0 0 196776 10863 0 0 9510 5633 0 0 4810 4169 0 0 2250 41172 18123 18123 22539 200 200 0 0 31119 4522 4522 21603 9937 9937 9937 6733 0 0 0 14917 0 0 13308 6072 0 0 5886 38853 0 0 28164 467124 32782 32582 364102 0 0 467124 32782 32582 364102 -288837 89727 75015 100574 51548 51548 573097 134769 134769 2253019 2759054 2759054 384960 37221 357676 347739 347739 0 2471 2471 3284366 3295581 3295581 2212 9430 1900 1900 4112 11330 X 0 0 0 0 3280254 3284251 3280254 3284251 3284366 3295581 3280254 -288837 292834 3284251 0 3284251 PUBLICLY TRADED SECURITIES 442300 458930 -16630 -16630 PUBLICLY TRADED SECURITIES 399415 406602 -7187 -7187 PUBLICLY TRADED SECURITIES 18690 13399 5291 5291 CAPITAL GAINS DIVIDENDS P 33045 33045 33045 14519 -16630 1247 0 1247 0 1247 2610 0 0 0 2610 X 0 1363 1363 0 0 0 0 0 0 0 0 0 0 0 1 1 NH CA 1 1 0 0 0 1 WWW.ANDREWWMARSHALLFOUNDATION.ORG JAYMIE DURNAN 6035324920 1 WOODBURY HILL ROAD JAFFREY NH 03452 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAYMIE DURNAN 1 WOODBURY HILL RD JAFFREY NH 03452 CHAIR 40.00 68846 4131 0 STEPHANIE PAPA 1 WOODBURY HILL RD JAFFREY NH 03452 EXECUTIVE DIRECTOR 40.00 138815 4432 0 LILLIE DURNAN 1 WOODBURY HILL RD JAFFREY NH 03452 FINANCE & ADMIN DIRE 40.00 87741 8096 0 0 NONE 0 LONG-TERM PLANNING OF CHARITABLE PROJECTS, WHICH INCLUDED CONCEPT DEVELOPMENT, RESEARCH, IMPLEMENTATION DESIGN, AND SECURING RESOURCES FOR CHARITABLE ACTIVITIES. WORK ALSO INVOLVED RESEARCH AND DELIBERATION AROUND THE FOUNDATION'S MESSAGING AND COMMUNITY IN ORDER TO RAISE AWARENESS OF ITS CHARITABLE PROGRAMS AND ENABLE IT TO ATTRACT POTENTIAL RECIPIENTS OF ITS FUNDING AND OTHER SUPPORT. 100670 ONGOING COACHING, GUIDANCE, NETWORKING, AND COMMUNITY-BUILDING TO SUPPORT RECIPIENTS OF 2021 PAPER PRIZES AND 2022 PAPER PRIZES, WHICH AWARDED PRIZES TO WRITTEN WORK ON U.S. NATIONAL SECURITY TOPICS. 91518 DEVELOPMENT, PREPARATION, AND IMPLEMENTATION OF A THREE-PHASE WRITING ACTIVITY THAT AWARDED PRIZES TO WRITTEN WORK ON U.S. NATIONAL SECURITY TOPICS. 87393 RESEARCH, DEVELOPMENT, AND ACQUISITION OF A COLLECTION OF RESOURCES TO SERVE THE PUBLIC AND ENABLE CURRENT AND FUTURE GENERATIONS TO BENEFIT FROM ANDREW MARSHALL'S INTELLECTUAL CONTRIBUTIONS TO U.S. NATIONAL SECURITY. RESOURCES INCLUDE THOSE THAT MARSHALL AUTHORED, EDITED, REVIEWED, RECOMMENDED, OR TO WHICH HE OTHERWISE CONTRIBUTED. 34203 0 2825258 98413 384960 3308631 0 0 3308631 49629 3259002 162950 X 364102 0 364102 0 0 0 37539 75626 113165 0 0 0 0 0 0 0 113165 0 0 0 0 0 0 0 113165 37539 75626 2022-06-28 X 75015 43588 171608 55229 345440 63763 37050 145867 46945 293624 364102 527319 274850 220970 1387241 0 0 0 220970 220970 364102 527319 274850 0 1166271 0 0 108633 122731 135729 101266 468359 0 0 0 0 JAYMIE DURNAN JAYMIE DURNAN 1 WOODBURY HILL RD JAFFREY NH 03452 6035324902 WRITTEN RESPONSES TO CALLS FOR PROPOSALS VARIOUS NONE 0 0 14 775 14 84857 16 21650 15 708 18 14519 UBI FROM ENERGY TRANSFER PARTNERS 900099 -393 -393 122509 0 122116 0 0 0 0 0 0 0 0 0 0 X X 1 JOHN BATTILEGA 7706 SOUTH FOREST ST CENTENNIAL CO 80122 5000 X 2 JAYMIE DURNAN 1 WOODBURY HILL RD JAFFREY NH 03452 25000 X 3 I LEWIS LIBBY 670 LIVE OAK DR MCLEAN VA 22101 5000 X 4 GENERAL ATOMICS AVIATION 14200 KIRKHAM WAY POWAY CA 92064 5000 X 5 LUCIAN PUGLIARESI 2819 45TH ST NW WASHINGTON DC 20007 7500 X ACCOUNTING 2500 0 0 2250 PAYROLL PROCESSING 1669 0 0 0 1600 PRINCE ST, #506 2020-01-15 350000 26922 SL 39.000000000000 8976 8976 8976 WINDOWS 2022-08-23 34960 362 SL 36.250000000000 961 961 961 BERKSHIRE HATHAWAY DEL CL B 350 SHS 89165 89165 GLOBAL X FDS US INFRASTRUCTURE DEV ETF 44798 44798 ISHARES TR IBOXX USD INVT GRADE CORP BD ETF 19736 19736 J P MORGAN EXCHANGE-TRADED FD TR EQUITY PREMIUM INCOME 177141 177141 JP MORGAN EXCHANGE-TRADED FD TR EQUITY PREMIUM 45354 45354 NORTHROP GRUMMAN CORP COM 35206 35206 PACER FDS TR US CASH COWS 100 ETF 52183 52183 PFIZER INC COM 51822 51822 PIMCO ETF TR ENHANCED SHORT MAT ACTIVE ETF 50335 50335 SPDR SER TR SPDR BLOOMBERG 1-3 MNTH T BILL ETF 226979 226979 T ROWE PRICE CAPITAL APPRECIATION FUND 1887722 1887722 TARGET CORP COM 22787 22787 VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS 55826 55826 1600 PRINCE ST, #506 350000 35898 314102 WINDOWS 34960 1323 33637 LEGAL 5633 0 0 4810 ACCRUED DIVIDEND INCOME RECEIVABLE 2471 2471 OFFICE SUPPLIES 1300 0 0 884 WEBSITE DESIGN AND MAINTENANCE 4637 0 0 3980 MISC. EXPENSES 4847 0 0 2414 MARKETING 1364 0 0 1221 EVENT EXPENSE 22604 0 0 15791 DUES & SUBSCRIPTIONS 1601 0 0 1374 PRIZE MONEY 2500 0 0 2500 ROYALTY INCOME 708 708 708 UBI FROM ENERGY TRANSFER PARTNERS -393 -393 UNREALIZED GAINS ON INVESTMENTS 292834 SECURITY DEPOSITS 1900 1900 CONTRACTED SERVICES 23049 0 0 22539 INVESTMENT MANAGEMENT FEES 18123 18123 18123 0 INCOME TAX EXPENSE 1655 0 0 0 PAYROLL TAX EXPENSE 24942 0 0 21603 REAL ESTATE TAX 4479 4479 4479 0 FOREIGN TAXES 43 43 43 0