2025-11-06T18:28:31-06:00 2024-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2024-01-01 760664812 Douglas B Marshall Jr Family Foundation DOUG 7136518800 PO Box 1471 Houston TX 772511471 Rebecca Dietz Secretary 7136518800 2025-11-06 1 0 Kurt Coburn P01638285 7134395739 2025-11-06 2024 2025-03-06 01:10:19Z X 44909522 X X 689837 689837 1926626 1701724 1925375 286864 267018 2903327 2882230 0 0 0 33800 16180 16900 163818 75866 87952 77003 7926 0 220619 211268 5000 495240 311240 109852 2202500 2202500 2697740 311240 2312352 205587 2570990 1718679 1570586 1570586 67406 69291 67406 67406 9122702 8941138 22268722 4150000 4008810 4050110 10703538 11501857 16952698 25764210 26089797 44909522 0 120000 0 120000 X 0 0 0 0 25764210 25969797 25764210 25969797 25764210 26089797 25764210 205587 0 25969797 0 25969797 Publicly traded securities 1700429 1089918 610511 610511 Passthrough K-1 capital gain P 892554 892554 Capital gain distributions 423553 423553 OCM Opps Fund VIIB - Termination P 2008-07-01 2024-12-31 44 1287 -1243 -1243 1925375 35737 0 35737 0 35737 33921 0 21800 0 55721 X 0 19984 19984 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, accounting fees 166143 0 0 25408600 2017574 16556427 43982601 0 0 43982601 659739 43322862 2166143 2166143 35737 3353 39090 2127053 0 2127053 0 2127053 2312352 0 2312352 2127053 0 0 273405 1595526 1868931 2312352 0 0 0 2127053 185299 0 0 2054230 0 0 0 0 0 0 0 2054230 273405 1595526 185299 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. Avanti Fellows 3500 Palmilla Dr Unit 5006 San Jose CA 95134 N/A PC General support 50000 Central Square Foundation 242 Okhla Industrial Estate Phase 3 New Delhi IN 110020 N/A PC General support 75000 Children's Hope India Inc 7 Edgemere Dr Albertson NY 11507 N/A PC General support 5000 Columbia Grammar & Preparatory School 5 West 93rd St New York NY 10025 N/A PC General support 15000 GDI-Solutions Inc 1401 K St Nw Ste 900 Washington DC 20005 N/A PC General support 625000 Global School Leaders 12329 Culver Boulevard Los Angeles CA 90066 N/A PC School development in India and M&E Strengthening 75000 Gyan Prakash Foundation 19 Sindh Co-op Housing SocietySadhu Vasvani Rd Aundh Pune Maharashtra IN 411007 N/A PC General support 100000 Innovations for Poverty Action 101 Whitney Ave New Haven CT 06510 N/A PC Bridge grant 50000 Mannion Daniels 2Nd Floor 11 - 15 Emerald St London UK WC1N 3QL N/A NC Support to the Global Education Evidence Advisory Panel (GEEAP) and its Secretariat 37500 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 350000 Pratham USA 9703 Richmond Ave Ste 102 Houston TX 77042 N/A PC Central MME and government partnerships programs 350000 Precision Development Inc PO Box 610226 Newton Hlds MA 02461 N/A PC General support 10000 President And Fellows Of Harvard College PO Box 419209 Boston MA 02241 N/A PC General support 250000 Reach Unlimited Inc 12777 Jones Rd Ste 103 Houston TX 77070 N/A PC General support 15000 St Philip's Episcopal School 343 North Getty St Uvalde TX 78801 N/A PC Tuition Assistance 15000 The Episcopal Theological Seminary 501 East 32nd St Austin TX 78705 N/A PC General support 10000 Ummeed Child Development Fund Inc 17 Powder Mill Rd Framingham MA 01701 N/A PC General support 15000 World Central Kitchen Inc PO Box 96538 Washington DC 20090 N/A PC General support 5000 Young 1ove Foundation 2028 E Ben White Blvd 240-3760 Austin TX 78741 N/A PC General support 150000 2202500 0 14 689837 525990 1251 18 1925375 Passthrough K-1 income 525990 18208 14 268656 19459 2883868 0 2903327 0 0 0 0 0 0 0 0 0 0 Audit services 14500 7250 7250 Bookkeeping 14500 7250 7250 Tax Compliance 4800 1680 2400 Rebecca Dietz Douglas B. Marshall, Jr. Family Foundation (the Foundation) paid trustee and accounting fees of $166,143 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 Universal House 1-2 Queens Parade Place Bath UK BA1 2NN 2021-07-30 266700 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 Expended 07/30/21 $70,000 $70,000 12/17/21 $70,000 $70,000 06/23/22 $70,000 $70,000 09/29/22 $56,700 $56,700 266700 No 3/31/22, 3/27/23, 7/15/24 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. Mannion Daniels Universal House 1-2 Queens Parade Place Bath UK BA1 2NN 2023-07-20 167500 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 Expended 07/20/23 $130,000 $130,00005/06/24 $ 37,500 $ 37,500 167500 No 7/15/24 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. UBTI K-1 Capital Gain excluded from Part IV and Part I, Ln 7 Purchased 1251 Cost 0 1251 335925.858 shs PIMCO Income Fund (00) 3500000 3533940 49065.595 shs PIMCO Income Fund (01) 508810 516170 14230 shs iShares MSCI EAFE ETF (00) 726898 1075929 8145 shs iShares Russell 1000 Growth ETF (00) 695863 3270869 12423 shs iShares Russell 1000 Value ETF (00) 2001249 2299870 16920.474 shs PGIM Jennison International Op (00) 400000 512860 50314.464 shs Pzena International Value Fund (00) 400000 507170 25206.693 shs Wasatch Emer Mkts Select Fd (00) 375000 427506 738 shs Microsoft Corp (00) 40090 311067 1500 shs Novo Nordisk A/S (00) 7668 129030 212 shs S&P Global Inc (00) 9227 105582 300 shs Visa Inc (00) 20720 94812 11135 shs SPDR S&P 500 ETF Trust (00) 1467293 6526001 1992 shs iShares Russell 1000 Growth ETF (01) 285345 799947 4697 shs iShares Russell 1000 Value ETF (01) 752583 869556 1578 shs iShares Russell 2000 Growth ETF (01) 125485 454180 3578 shs iShares Russell Mid-Cap Growth ETF (01) 90350 453512 7742 shs iShares MSCI EAFE ETF (01) 391822 585373 12690.355 shs PGIM Jennison International Op (01) 300000 384645 37735.849 shs Pzena International Value Fund (01) 300000 380377 5256 shs SPDR S&P 500 ETF Trust (01) 551545 3080436 LTC Core Equity Fund (00) AT COST 1528297 2609505 Legacy Distressed Ops II Ltd (00) AT COST 353197 389430 Legacy European Dist Opp II LP (00) AT COST 35765 39640 Legacy Focused Growth Fund LP (00) AT COST 1664924 2619515 Legacy New Tech Fund LP (00) AT COST 504915 1035425 Legacy Value Partners LP (00) AT COST 1838185 2516264 Legacy Infrastructure Ptrs II LP (00) AT COST 38227 121140 Legacy Mezzanine Partners LP (00) AT COST 799 548 Legacy Private Equity Ptrs III LP (00) AT COST 396651 556605 LTC Commercial RE Debt, LP (00) AT COST 20678 13605 LTC Energy Transitions Ops LP (00) AT COST 296960 361461 LTC PE Financial Services LP (00) AT COST 175948 305972 LTC PE Growth LP (00) AT COST 280425 385992 LTC PE Real Estate LP (00) AT COST 108964 102213 LTC Real Estate Equity 2022 LP (00) AT COST 757275 838698 LTC Private Credit 2024 LP (00) AT COST 303376 300000 LTC Private Credit LP AT COST 741287 702913 LTC Private Equity 2024 LP AT COST 401363 420000 LTC Real Estate Equity 2024 LP AT COST 506749 396000 LTC Realty Partners II LP (00) AT COST 22671 22650 LTC Realty Partners III LP (00) AT COST 596421 581053 Legacy Focused Growth Fund LP (01) AT COST 358204 888692 Legacy New Tech Fund LP (01) AT COST 199195 784946 Legacy Value Partners LP (01) AT COST 369773 959334 Legacy Mezzanine Partners (01) AT COST 1608 1097 K-1 expenses 215619 211268 0 Membership dues 5000 0 5000 Passthrough K-1 income 286864 267018 286864 Due to LTC RE Equity 2024 LP 0 120000 Data processing fees 10362 0 10362 Institutional trustee fees 151643 75821 75822 Philanthropic consulting 1375 0 1375 Registered agent fee 393 0 393 Investment fees 45 45 0 Federal 990-PF tax 43000 0 0 Federal 990-T tax 26077 0 0 Foreign tax 7926 7926 0