2025-11-07T16:34:38-06:00 2024-12-31 R&A CPAS PLLC 4542 E CAMP LOWELL DR STE 100 TUCSON AZ 85712 990PF 2024-01-01 860102198 Marshall Foundation % MARSHALL FOUNDATION MARS 5206228613 814 E University Boulevard Tucson AZ 85719 Bruce Burke President 5206228613 2025-11-15 true true David Samer CPA P00182147 5208814900 2024 2025-03-06 01:10:19Z X 51077993 X 0 X 477288 477288 4124463 2911796 4124463 221400 221400 221400 393109 393109 5216260 4003593 117031 28827 83931 450904 297619 50063 16605 5890 0 0 58290 39857 0 0 128753 104500 369727 18359 275414 155430 467407 238557 272110 272110 1075424 685476 126024 3231665 1846625 0 260018 1485914 1736914 4717579 1846625 0 1996932 498681 2156968 0 404490 313492 313492 211126 43530 43530 132876 4436 151834 128440 128440 86193 102681 102681 19600809 9586343 10150451 10014466 34930000 8987522 9459850 9459850 0 8502253 8925359 6100000 28493869 28987818 51077993 153552 200740 7666591 7477069 3372418 2882267 11192561 10560076 X 17301308 18427742 17301308 18427742 28493869 28987818 17301308 498681 636759 18436748 9006 18427742 DEFERRED GAIN RECOGNIZED P 221400 221400 221400 221400 29982 29982 29982 27800 0 17000 44800 X 139 14679 14679 false false false false false true true false true true AZ true false false false false true WWW.MARSHALLFOUNDATION.COM MARSHALL FOUNDATION 5206228613 814 E University Boulevard Tucson AZ 85719 false false false false false false false false false false false false false false false false false false false false false Bruce Burke 814 E University Boulevard TUCSON AZ 85719 President & Treasurer 9.23 33000 0 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 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 6000 0 0 Kelly Huber 814 E University Boulevard Tucson AZ 85719 EXECUTIVE DIRECTOR 40.0 54031 0 0 ROBIN FECKNER 814 E UNIVERSITY BLVD TUCSON AZ 85719 OFFICE MANAGER 40.0 67850 26155 TRICIA KINARD 814 E UNIVERSITY BOULEVARD TUCSON AZ 85719 ACCOUNTING MANAGER 40.0 84000 16477 N/A 9246508 527715 40797800 50572023 7479025 43092998 646395 42446603 2122330 2122330 29982 31003 60985 2061345 2061345 2061345 1996932 0 0 0 0 1996932 2061345 894781 2022 2021 2020 1996932 894781 1102151 0 0 959194 0 0 NONE NONE KAY HOENIG 814 E UNIVERSITY BLVD TUCSON AZ 85719 5206228613 KAY@MARSHALLFOUNDATION.COM GRANT REQUESTS ARE CONSIDERED AT THE BEGINNING OF THE YEAR THROUGH A FORMAL, ONLINE PROCESS THROUGH WIZEHIVE, 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 TWO-STEP ONLINE PROCESS IS AS FOLLOWS: APPLICATION FORM / LETTER OF INTENT (LOI) FULL PROPOSAL (UPON INVITATION ONLY) FULL PROPOSAL (UPON INVITATION ONLY) GRANT APPLICATIONS ARE ACCEPTED BETWEEN FEBRUARY 3 TO FEBRUARY 28 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. THE GRANT PERIOD IS ONE YEAR. ORGANIZATION MUST BE CURRENT WITH ALL REPORTING REQUIREMENTS. UA Foundation - Honors College PO BOX 210006 TUCSON AZ 85721 NONE PC Amphitheatre Naming ($50k ea 2020-2024) 50000 UA Foundation 1111 N CHERRY AVE TUCSON AZ 85721 NONE Scholarships 100000 UA Foundation - Pride of Ariz Marching Band 1111 N CHERRY AVE TUCSON AZ 85721 NONE PC NEW BAND UNIFORMS (Matching Grant) (Matching Grant) 100000 Tucson Festival of Books PO BOX 42466 TUCSON AZ 85733 NONE PC SUPPORT 2024 FESTIVAL OF BOOKS 25000 UA Foundation - College of Science 1111 N CHERRY AVE TUCSON AZ 85721 NONE PC 2024 Lecture Series 20000 UA Foundation 1111 N CHERRY AVE TUCSON AZ 85721 NONE 2023/2024 Scholarships - Spring 2024 197539 Amphitheater Public Schools Foundation 701 W WETMORE RD TUCSON AZ 85705 NONE PC Student Support Programs 20000 CASA DE LOS NINOS 1120 N 5TH AVENUE TUCSON AZ 85705 NONE PC Kelly Early Education Center 25000 Children's Action Alliance 5049 E BROADWAY BLVD 158 TUCSON AZ 85711 NONE PC Equitable Access Quality Early Childhood Education 25000 Earn to Learn 4803 E 5TH ST TUCSON AZ 85711 NONE PC Pima County Student Support 25000 Education Enrichment Foundation 5049 E BROADWAY BLVD STE 10 TUCSON AZ 85711 NONE PC Esports for TUSD Students 25000 Florence Immigrant & Refuee Rights Project PO BOX 86299 TUCSON AZ 85754 NONE PC Wraparound Services for Immigrants' Education 50000 JobPath Inc 616 N COUNTRY CLUB RD STE 110 TUCSON AZ 85716 NONE PC Economic Opportunity 75000 Literacy Connects 200 E YAVAPAI RD TUCSON AZ 85705 NONE PC Reading Seed Children's Literacy 50000 Planned Parenthood Arizona Inc 2255 N WYATT DRIVE TUCSON AZ 85712 NONE PC Families Talking Together about Sexual Choices 25000 Sahuarita Food Bank 17750 S LA CANADA DR SAHUARITA AZ 85629 NONE PC Food For Thought Weekend Nutrition Backpacks 40000 Scholarships A-Z 225 E 26TH ST TUCSON AZ 85713 NONE PC Student Support Programs for Undocumented Youth 40000 Sunnyside Foundation 2238 E GINTER RD TUCSON AZ 85706 NONE PC Sunnyside Community Share 25000 Tucson Childrens Museum 200 SOUTH 6TH AVE TUCSON AZ 85701 none PC Exhibits & Tours 27875 Tucson Girls Chorus 4020 E RIVER RD TUCSON AZ 85718 NONE PC Engagement Program 25000 UA Foundation - Arizona Arts Live 888 N EUCLID AVE 203 TUCSON AZ 85719 NONE PC $10 Student Tickets 15000 UA Foundation - Astrobiology Center PO BOX 210109 TUCSON AZ 85721 NONE PC Exploring Cosmic Life A Dynamic Astrobiology Curriculum 25000 UA Foundation - AZPM PO BOX 210109 TUCSON AZ 85721 NONE PC Baker Center Public Media Broadcasting Campus 50000 UA Foundation - CCRMATHERMATICS DEPT PO BOX 210109 TUCSON AZ 85721 NONE PC CR/Mathmatics Dept - IMPACT-HS 60000 UA Foundation - School Garden Workshop PO BOX 210109 TUCSON AZ 85721 NONE PC Rainwater Harvesting Living Laboratory 90000 UA Foundation - TMESTEP PO BOX 210109 TUCSON AZ 85721 NONE PC Astrophysics Software Engineering 49000 UA Foundation - 20242025 SCHOLARSHIPS PO BOX 210109 TUCSON AZ 85721 NONE PC FALL 2024 SCHOLARSHIPS 200000 UA Foundation - 20242025 SCHOLARSHIP PO BOX 210109 TUCSON AZ 85721 NONE PC SPRING 2025 SCHOLARSHIPS 200000 UA Foundation - Graduate College PO BOX 210109 TUCSON AZ 85721 NONE PC Maria Teresa Velez Diversity Leadership Scholarship 10000 Youth On Their Own 1660 N ALVERNON WAY TUCSON AZ 85712 NONE PC Client Services 50000 United Way 330 N COMMERCE PARK LOOP 200 TUCSON AZ 85716 NONE PC Business Breakfast Copper Level Sponsorship 2024 (Pay January 2024) 1000 UA Foundation - College of Science 1111 N CHERRY AVE TUCSON AZ 85721 NONE PC 2024 Lecture Series (cookie sponsor) 500 Law College Assocation 1111 N CHERRY AVE TUCSON AZ 85721 NONE PC BA in Law Summer Camp 3500 UA Foundation 1111 N CHERRY AVE TUCSON AZ 85721 NONE PC Flandrau Science Center & Planetarium 5000 Stratford Art Works 308 E 2ND STREET TUCSON AZ 85705 NONE Film Fest Tucson 2024 2500 Community Foundation for Southern Arizona 5049 E BROADWAY BLVD STE 201 TUCSON AZ 85711 NONE African American Legacy Fund 5000 1736914 14 477288 531120 1212667 531120 16 2911796 16 531120 16 614509 1212667 4003593 5216260 false false false false false false false false false 1a(1) NA false Accounting 58290 39857 ROBIN FECKNER HEALTH/DISABILITY INSURANCE TRICIA KINARD HEALTH/DISABILITY INSURANCE 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 86-0776159 814 E University Boulevard Tucson, AZ 85719 Total taxable income for 2024 $ 786,340 Total assets as of 12/31/2024 $ 2,188,054 Section 1.263(A)-1(F) De Minimis Safe Harbor Election Marshall Foundation 814 E University Tucson, AZ 85719 Employer Identification Number: 86-0102198 For the Year Ending December 31, 2024 Marshall Foundation is making the de minimis safe harbor election under Reg. Sec. 1.263(A)-1(F). EMA Account (Merril) AT COST 9459850 9459850 Legal 16605 5890 Deferred Charges 1174754 1154855 0 Deferred Rent 2754595 3192460 0 Investment in LLC 857180 1026908 6100000 Operating ROU Asset - 5 Story 3715724 3551136 0 INcrease IN PREPAID RENT BALANCE 1058 NONDEDUCTIBLE PENALTIES 141 EXCESS OF TAX OVER BOOK PARTNERSHIP INCO 7130 EXCESS OF BOOK AMORTIZATION OVER TAX 677 Advertising 79778 53844 Insurance 81219 62462 Maintenance & Operations 866783 545429 126024 Telephone 4129 4129 BAD DEBT 7358 1239 AMORTIZATION 36157 18373 WEST MAIN GATE LLC 375397 375397 WEST MAIN GATE LLC - PREFERRED 17712 17712 Excess of tax Depreciation over book 111925 Excess of book bad debt expense over tax 2675 Increase IN Deferred Revenue BALANCE 373847 EXCESS OF TAX DISPOSAL OVER BOOK 2 RIGHT OF USE ASSET AMORTIZATION 148310 Prepaid Rent and Deposits 249239 244686 Contributions Payable 251000 Accrued Interest Expense 35438 35438 other Accrued Expenses 632454 637328 Operating Lease Liability - Current 239472 245630 Operating Lease Liability - LT - 5 S 1964815 1719185 Consulting 128753 104500 Real Estate Taxes 207195 155430 EXCISE AND INCOME TAX 68219 0