Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
Name of foundation
MARCO FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)8265 BAYBERRY ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JACKSONVILLE, FL32256
A Employer identification number

59-2197357
B Telephone number (see instructions)

(904) 739-1311
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,793,829J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 33 33  
4 Dividends and interest from securities... 97,581 97,581  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 464,675
b Gross sales price for all assets on line 6a 2,762,498
7 Capital gain net income (from Part IV, line 2)... 464,675
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 25 25  
12 Total. Add lines 1 through 11........ 562,314 562,314  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 13,295 857   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 36,659 36,659   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 49,954 37,516   0
25 Contributions, gifts, grants paid....... 258,758 258,758
26 Total expenses and disbursements. Add lines 24 and 25 308,712 37,516   258,758
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 253,602
b Net investment income (if negative, enter -0-) 524,798
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 287,351 377,048 377,048
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,808,932 Click to see attachment1,845,682 2,131,521
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,298,348 Click to see attachment2,425,153 2,284,610
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment300 Click to see attachment650 Click to see attachment650
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,394,931 4,648,533 4,793,829
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,394,931 4,648,533
29 Total net assets or fund balances (see instructions)..... 4,394,931 4,648,533
30 Total liabilities and net assets/fund balances (see instructions). 4,394,931 4,648,533
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,394,931
2
Enter amount from Part I, line 27a .....................
2
253,602
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,648,533
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,648,533
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,762,498   2,297,823 464,675
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       464,675
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 464,675
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 7,295
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,295
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 10,100
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,100
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 5
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,800
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet2,800 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletSHORSTEIN SHORSTEIN PA Telephone no.bullet (904) 739-1311

    Located atbullet8265 BAYBERRY ROADJACKSONVILLEFL ZIP+4bullet32256
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DAVID A MARCO PRES
    1.00     		0 0 0
    2399 OCEAN BREEZE COURT
    ATLANTIC BEACH,FL32233
    MARK SHORSTEIN VP & TREAS
    0.00     		0 0 0
    8265 BAYBERRY ROAD
    JACKSONVILLE,FL32256
    BENJAMIN I SHORSTEIN ASST. TREAS
    0.00     		0 0 0
    8265 BAYBERRY ROAD
    JACKSONVILLE,FL32256
    CHARON M DYER VP
    0.00     		0 0 0
    PO BOX 3615
    PONTE VEDRA BEACH,FL32004
    SAMUEL R SHORSTEIN SEC
    0.00     		0 0 0
    8265 BAYBERRY ROAD
    JACKSONVILLE,FL32256
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 N/A 0
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,375,448
    b
    Average of monthly cash balances.......................
    1b
    393,469
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,768,917
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,768,917
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    86,534
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    5,682,383
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    284,119
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    284,119
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    7,295
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,295
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    276,824
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    276,824
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    276,824
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 276,824
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 243,733
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 258,758
    a Applied to 2020, but not more than line 2a 243,733
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 15,025
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		261,799
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    DAVID A MARCO
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AOPA FOUNDATION
    421 AVIATION WAY
    FREDERICK,MD21701     		N/A PC SUPPORT AVIATION 40,000
    BEAM
    850 6TH AVE S SUITE 400
    JACKSONVILLE BEACH,FL32250     		N/A PC SUPPORT FOR HOMELESS 10,650
    BETH EL THE BEACHES SYNAGOGUE
    288 N ROSCOE BLVD
    PONTE VEDRA BEACH,FL32082     		N/A PC RELIGIOUS 5,000
    CONSERVATION FLORIDA
    37 N ORANGE AVE STE 323
    ORLANDO,FL32801     		N/A PC PROTECT AND PRESERVE FLORIDA'S NATURE 10,000
    EAA AVIATION FOUNDATON
    3000 POBEREZNY ROAD
    OSHKOSH,WI54902     		N/A PC SUPPORT AVIATION 10,000
    FERV
    4901 CALHOUN RD
    HOUSTON,TX77204     		N/A PC EDUCATION 10,000
    FLORIDA WILDLIFE CORRIDOR
    PO BOX 1802
    TAMPA,FL33601     		N/A PC PROTECT AND PRESERVE FLORIDA'S NATURE 10,000
    FUR SISTERS
    951 SHETTER AVE
    JACKSONVILLE,FL32250     		N/A PC ANIMAL RESCUE AND SUPPORT 5,000
    ILLINOIS COLLEGE OF OPTOMETRY
    3241 SOUTH MICHIGAN AVENUE
    CHICAGO,IL60616     		N/A PC EDUCATION 15,000
    JEWISH FAMILY & COMMUNITY SERVICES
    8540 BAYCENTER ROAD
    JACKSONVILLE,FL32256     		N/A PC COMMUNITY SERVICES 15,000
    K9S FOR WARRIORS
    114 CAMP K9 RD
    PONTE VEDRA,FL32081     		N/A PC SUPPORT FOR VETERANS 10,000
    MAYO CLINIC
    4500 SAN PABLO RD
    JACKSONVILLE,FL32224     		N/A PC SUPPORT FOR CANCER RESEARCH 10,000
    PACE CENTER FOR GIRLS
    2933 UNIVERSITY BLVD N
    JACKSONVILLE,FL32211     		N/A PC EDUCATION 10,000
    RECREATIONAL AVIATION FOUNDATION
    1711 W COLLEGE ST
    BOZEMAN,MT59715     		N/A PC SUPPORT FOR MAINTENANCE OF BACKCOUNTRY AIRSTRIPS 10,000
    RIVER GARDEN FOUNDATION
    11401 OLD ST AUGUSTINE ROAD
    JACKSONVILLE,FL32258     		N/A PC AGED CITIZENS' WELL-BEING 1,500
    SALUS UNIVERSITY
    8360 OLD YORK ROAD
    ELKINS PARK,PA19027     		N/A PC EDUCATION 10,000
    SEAPLANE PILOTS ASSOCIATION
    2073 US HIGHWAY 92
    WINTER HAVEN,FL33881     		N/A PC EDUCATION & PROTECTION OF WATERWAYS 10,000
    ST JUDE CHILDREN'S HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		N/A PC SUPPORT FOR SICK CHILDREN 1,000
    STETSON UNIVERSITY
    421 NORTH WOODLAND BLVD UNIT 8286
    DELAND,FL32723     		N/A PC EDUCATION 10,000
    SULZBACHER CENTER
    611 E ADAMS ST
    JACKSONVILLE,FL32202     		N/A PC SUPPORT FOR HOMELESS 1,000
    THE BONEFISH & TARPON TRUST
    2937 SW 27TH AVE SUITE 203
    MIAMI,FL33133     		N/A PC FISH CONSERVATION 10,000
    TIMUCUAN PARKS FOUNDATION
    9953 HECKSCHER DRIVE
    JACKSONVILLE,FL32226     		N/A PC PROTECT AND PERSERVE JACKSONVILLE'S NATURE 10,000
    TRIPLE TREE AERODROME
    330 MARY HANNA RD
    WOODRUFF,SC29388     		N/A PC EDUCATION 1,000
    UNIVERSITY OF ALABAMA AT BIRMINGHAM
    1720 2ND AVENUE S
    BIRMINGHAM,AL35294     		N/A PC EDUCATION 11,608
    VALIANT AIR COMMAND MUSEUM
    6600 TICO RD
    TITUSVILLE,FL32780     		N/A PC EDUCATION 5,000
    FIRST COAST GERMAN SHEPHERD RESCUE
    12316 FLYNWOOD RD
    JACKSONVILLE,FL32223     		N/A PC ANIMAL RESCUE 1,500
    SPROUT THERAPEUTIC RIDING & EDUCATION CENTER
    40685 JOHN MOSBY HWY
    ALDIE,VA20105     		N/A PC EQUINE ASSISTED THERAPY 2,000
    CSI GIVES BACK
    7720 BAYMEADOWS RD E
    JACKSONVILLE,FL32246     		NA PC SUPPORT FOR LOCAL ORGANIZATIONS 2,500
    THE COMMUNITY FOUNDATION OF NORTHEAST FLORIDA
    245 RIVERSIDE AVE SUITE 310
    JACKSONVILLE,FL32202     		NA PC CIVIC AND PHILANTHROPIC LEADERSHIP 10,000
    AMERICAN RED CROSS
    431 18TH STREET NW
    WASHINGTON,DC20006     		NA PC DISASTER RELIEF 1,000
    Total .................................bullet 3a 258,758
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 33  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 464,675  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 562,314 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    562,314
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1 N/A
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    MARCO FAMILY FOUNDATION INC
    EIN:
    59-2197357
    Name of Stock End of Year Book Value End of Year Fair Market Value
    A N S Y S INC COM 6,065 7,179
    ABBOTT LABS 6,960 8,583
    ABBVIE INC SHS 8,381 16,082
    ACCENTURE PLC SHS 1,779 3,054
    ADOBE INC 6,946 5,857
    ADVANCE AUTO PARTS INC 1,313 1,212
    AGILENT TECHNOLOGIES INC 8,665 8,076
    AIA GROUP LTD 1,942 2,060
    AIR PRODUCTS&CHEM 34,931 32,946
    AKAMAI TECHNOLOGIES INC 5,596 4,475
    ALBANY INTL CRP NEW CL A 7,368 7,485
    ALBEMARLE CORP COM 9,862 8,568
    ALEXANDRIA REAL EST EQTS 617 580
    ALIBABA GROUP HOLDING LT 16,353 11,027
    ALPHABET INC SHS CL A 2,830 6,538
    ALPHABET INC SHS CL C 11,260 21,875
    ALTRIA GROUP INC 10,577 8,187
    AMAZON COM INC COM 4,357 8,922
    AMER EXPRESS COMPANY 2,293 1,941
    AMERICAN TOWER REIT INC 14,439 18,914
    AMERISOURCEBERGEN CORP 1,607 1,556
    AMGEN INC COM 983 973
    AMPHENOL CORP CL A NEW 5,779 7,726
    ANALOG DEVICES INC COM 3,642 3,214
    ANGLO AMERICAN PLC SHS 4,158 3,346
    AON PLC 3,969 6,203
    APPLE INC 6,799 21,328
    ARCH CAPITAL GRP LTD BM 2,255 3,412
    ARCHROCK INC 3,990 4,342
    ARES MGMT CORP REG S 1,479 1,422
    ARROW ELECTRONICS 6,697 6,277
    ASE TECHNOLOGY 2,203 1,432
    ASML HOLDING NV NY REG SHS 2,118 2,379
    AUTODESK INC DEL PV$0.01 10,239 12,897
    AUTOMATIC DATA PROC 7,143 8,612
    AVALONBAY CMMUN INC 795 777
    BAIDU INC SPON ADR 2,298 2,231
    BALL CORP 4,959 4,057
    BARRICK GOLD CORPORATION 2,564 2,813
    BECTON DICKINSON CO 1,768 1,726
    BERKSHIRE HATHAWAYINC 9,545 13,105
    BEST BUY CO INC 8,584 4,824
    BIO RAD LABS CL A 9,726 5,940
    BLACK KNIGHT HOLDCO CORP 9,600 10,266
    BLACKROCK INC 19,152 25,580
    BLOCK INC 6,268 3,011
    BOEING COMPANY 9,884 7,656
    BORG WARNER INC COM 5,528 4,371
    BOSTON PPTYS INC 4,289 3,292
    BOX INC CL A 5,671 5,556
    BRISTOL-MYERS SQUIBB CO 4,526 4,543
    BROADCOM INC 8,607 13,603
    BROOKFIELD 6,275 7,353
    BROOKFIELD ASST MGMT 8,759 14,141
    BROOKFIELD RENEWABLE 5,305 4,380
    BROWN & BROWN INC FLA 3,256 6,651
    BROWN FORMAN CORP CL B 392 561
    BYD COMPANY LTD SHS -H- 960 1,368
    CABOT CORP 3,076 3,572
    CAPITAL ONE FINL 1,692 1,459
    CARMAX INC 6,596 9,772
    CBRE GROUP INC 6,834 8,023
    CENTENE CORP 4,156 5,584
    CF INDS HLDGS INC 5,512 10,545
    CHEVRON CORP 17,449 24,178
    CHINA MENGNIU-UNSPON ADR 3,089 3,020
    CHINA MERCHANTS BANK 1,522 1,586
    CHUBB LTD 2,305 2,162
    CHUNGHWA TELECOM CO LTD 3,591 4,084
    CIGNA CORP REG SHS 1,831 1,845
    CINN FINCL CRP OHIO 5,671 9,280
    CIRRUS LOGIC INC DEL 5,811 5,005
    CISCO SYSTEMS INC COM 15,015 17,781
    CITIGROUP INC COM NEW 1,675 1,518
    CME GROUP INC 2,607 2,661
    CMS ENERGY CORP 1,449 1,418
    COCA COLA COM 2,079 2,076
    COGNEX CORP 1,076 723
    COHERENT INC CAL 2,042 2,130
    COLFAX CORP 394 440
    COMCAST CORP NEW CL A 16,159 13,302
    CONMED CORP COM 973 958
    CONOCOPHILLIPS 5,719 4,221
    COPART INC COM 6,790 11,409
    CORNING INC 6,298 5,073
    CORP OFFICE PPTYS TRUST 4,501 4,138
    COSTAR GROUP INC 14,839 12,263
    COSTCO WHOLESALE CRP DEL 2,093 3,355
    CRACKER BARREL OLD COUNTR 6,532 3,841
    CREDICORP LTD COM PV $5 3,050 2,038
    CREDIT ACCEPTANCE CORP 1,425 2,367
    CROWN CASTLE REIT INC 20,722 29,130
    CVS HEALTH CORP 2,825 2,780
    D R HORTON INC 7,732 5,560
    DANAHER CORP DEL COM 8,505 15,972
    DARDEN RESTAURANTS INC 5,548 4,299
    DBS GROUP HLDGS SPN ADR 2,898 2,479
    DEERE CO 2,178 4,792
    DIAGEO PLC SPSD ADR NEW 8,755 12,885
    DIODES INC COM 1,772 2,002
    DISNEY (WALT) CO COM STK 6,907 4,720
    DOLLAR GENERAL CORP 8,579 15,463
    DOMINION ENERGY INC 13,127 14,126
    DOMINOS PIZZA INC 5,332 6,625
    DOVER CORP 2,432 2,184
    EASTMAN CHEMICAL CO COM 5,192 4,129
    EATON CORP PLC 5,076 6,048
    ECOLAB INC 10,787 9,687
    ELECTRONIC ARTS INC DEL 3,472 3,893
    ELI LILLY & CO 4,923 11,348
    EOG RESOURCES INC 4,071 3,092
    ESAB CORP REG SHS 297 350
    EVERSOURCE ENERGY COM 3,618 3,632
    EXPEDITORS INTL WASH INC 1,782 3,119
    EXXON MOBIL CORP COM 4,798 3,939
    FABRINET 1,395 1,865
    META PLATFORMS INC 6,634 7,418
    FACTSET RESH SYS INC 1,411 3,077
    FASTENAL COMPANY 10,142 16,474
    FID NATIONAL FINL INC 701 739
    FIDELITY NATL INFO SVCS 24,821 21,359
    FIRST REP BK SAN FRNCISC 1,754 2,451
    FIRSTCASH HLDGS INC 4,669 3,754
    FISERV INC WISC PV 1CT 8,161 8,363
    FORMFACTOR INC 7,184 7,126
    GALAXY ENTERTAINMENT 1,484 1,539
    GALLAGHER ARTHUR J & CO 1,601 1,630
    GARTNER INC 5,337 11,124
    GATX CORPORATION 7,000 7,156
    GDP GAS DE PORTUGAL SGPS 3,303 2,913
    GENL DYNAMICS CORP COM 3,217 3,098
    GRUPO FIN BANORTE-SPON 990 892
    GUIDEWIRE SOFTWARE INC 6,478 4,330
    HARTFORD FINL SVCS GROUP 1,492 1,374
    HDFC BANK LTD ADR 8,315 7,420
    HEICO CORPORATION CL A 9,232 9,379
    HEXCEL CORP NEW COM 6,058 5,545
    HILTON WORLDWIDE 6,442 9,027
    HOLOGIC INC 8,478 7,415
    HOME DEPOT INC 8,445 10,148
    HONG KONG EXCHANGES AND 1,888 2,665
    HORACE MANN EDUCTRS NEW 4,469 4,183
    HOULIHAN LOKEY INC 8,648 7,577
    HUDSON PAC PPTYS INC 5,981 3,309
    HUNTINGTON INGALLS INDS 4,884 5,228
    HYATT HOTELS CORP 2,549 2,587
    ICICI BANK LTD SPD ADR 7,578 9,083
    IDEX CORP DELAWARE COM 3,887 5,086
    IDEXX LAB INC DEL $0.10 3,688 4,209
    ILLINOIS TOOL WORKS INC 5,729 5,832
    ILLUMINA INC COM 4,214 2,765
    INFOSYS TECH LTD ADR 2,619 4,776
    INTERCONTINENTAL 7,287 9,028
    INTL BUSINESS MACHINES 1,397 1,412
    INTUIT INC COM 3,231 5,011
    INTUITIVE SURGICAL INC 3,237 3,613
    JD COM INC CL A 5,239 4,817
    JERONIMO MARTINS SGPS SA 3,189 3,916
    JOHNSON AND JOHNSON COM 15,955 20,769
    JPMORGAN CHASE & CO 6,990 6,194
    KE HOLDINGS INC SHS 1,059 951
    KENNEDY-WILSON HLDGS INC 1,191 1,307
    KEURIG DR PEPPER INC 7,243 6,759
    KEYCORP NEW COM 5,765 4,962
    KKR & CO INC CL A 7,207 11,619
    LABORATORY CP AMER HLDGS 1,626 2,578
    LAM RESEARCH CORP COM 2,211 1,705
    LAUDER ESTEE COS INC A 3,938 6,367
    LENNAR CORP CL A 3,889 5,363
    LIBERTY BROADBAND CORP 5,479 6,245
    LIBERTY BROADBAND CORP 1,429 1,817
    LIBERTY MEDIA CORP 2,711 4,760
    LIBERTY MEDIA SERIES A 249 464
    LINDE PLC REG SHS 5,317 8,626
    LIVE NATION ENT INC 4,615 7,102
    LOCALIZA RENT A CAR SA 1,056 898
    LOCKHEED MARTIN CORP 5,174 7,739
    LONGFOR GROUP HOLDINGS 3,072 2,734
    LOWE'S COMPANIES INC 8,706 16,943
    LUFAX HLDG LTD 3,207 2,172
    MAKEMYTRIP LIMITED 2,128 1,798
    MARKEL CORP COM 7,990 10,346
    MARSH & MCLENNAN COS INC 10,667 18,320
    MARTIN MARIETTA MATLS 2,162 3,591
    MASTERCARD 12,385 14,828
    MCDONALDS CORP 9,059 10,616
    MEDTRONIC PLC SHS 9,614 9,244
    MEITUAN ADR 4,261 3,546
    MERCK AND CO INC SHS 20,106 27,169
    METLIFE INC COM 1,613 1,507
    MICROCHIP TECHNOLOGY INC 2,938 4,356
    MICRON TECHNOLOGY INC 3,619 2,432
    MICROSOFT CORP 20,824 49,311
    MONDELEZ INTERNATIONAL 12,079 14,653
    MONOLITHIC PWR SYSTEMS 7,968 6,145
    MONSTER BEVERAGE SHS 3,590 6,582
    MOODY'S CORP 5,284 6,255
    MOOG INC CL A 4,744 4,763
    MORGAN STANLEY 2,879 2,662
    MSCI INC 874 2,061
    MYRIAD GENETICS INC 8,190 4,125
    NASPERS LTD SHS CL N ADR 1,460 1,254
    NESTLE S A REP RG SH ADR 6,451 8,729
    NETEASE.COM INC ADR 1,607 3,361
    NETFLIX COM INC 5,909 3,672
    NETWK INT HOLD-UNSP 2,342 1,157
    NEXTERA ENERGY INC SHS 9,480 14,485
    NIKE INC CL B 2,908 3,679
    NINTENDO LTD ADR 10,086 7,696
    NORFOLK SOUTHERN CORP 6,032 11,592
    NORTHN TRUST CORP 869 772
    NORTHROP GRUMMAN CORP 1,878 1,914
    NOVARTIS ADR 5,775 5,410
    NOVO NORDISK A S ADR 778 2,563
    NVIDIA 1,995 8,034
    NXP SEMICONDUCTORS N.V. 1,452 1,184
    ORACLE CORP $0.01 DEL 4,836 6,917
    O'REILLY AUTOMOTIVE INC 9,770 18,321
    ON SEMICONDUCTOR CRP COM 10,124 11,320
    ORASURE TECHS INC COM 2,655 650
    PAGSEGURO DIGITAL LTD 2,667 1,219
    PARKER HANNIFIN CORP 2,255 1,968
    PAYCHEX INC 11,519 17,081
    PAYPAL HOLDINGS INC SHS 6,926 4,959
    PENN NATL GAMING CORP 11,099 5,019
    PEPSICO INC 11,581 15,833
    PERIMETER SOLUTIONS REG 1,433 1,268
    PETRLEO BRAS VTG SPD ADR 2,891 2,301
    PFIZER INC 11,627 16,778
    PHILIP MORRIS INTL INC 8,457 10,565
    PHILLIPS 66 SHS 3,840 3,362
    PING AN INS GROUP CO 3,799 2,475
    PNC FINCL SERVICES GROUP 10,830 12,464
    PPG INDUSTRIES INC SHS 2,377 2,172
    PRICE T ROWE GROUPS INC 1,111 1,022
    PROCTER & GAMBLE CO 12,966 14,523
    PROGRESSIVE CRP OHIO 15,951 20,115
    PROLOGIS INC 6,564 8,353
    PT BANK CENT ASIA TBK 1,510 1,824
    PUB SVC ENTERPRISE GRP 992 949
    QUALCOMM INC 10,367 12,135
    RAYMOND JAMES FINL INC 6,727 6,438
    RAYTHEON TECHNOLOGIES 4,453 4,325
    REALTY INCM CRP MD PV $1 9,665 10,580
    REGENERON PHARMACTCLS 2,252 4,138
    REINSURNCE GROUP AMERICA 6,312 6,334
    REPUBLIC SERVICES INC 4,858 5,104
    ROCHE HLDG LTD SPN ADR 3,467 3,962
    ROPER TECHNOLOGIES INC 6,696 8,288
    ROSS STORES INC COM 1,937 1,545
    RYDER SYSTEM INC 9,222 8,243
    S&P GLOBAL 6,786 10,449
    SALESFORCE COM INC 4,892 5,281
    SBA COMMUNICATIONS CORP 8,308 14,082
    SCHWAB CHARLES CORP NEW 3,219 4,233
    SEAGATE TECH HLDGS PUB 1,013 857
    SEI INVT CO PA PV $0.01 2,389 2,539
    SEMPRA ENERGY 8,338 8,415
    SHINHAN FINL GRP SP ADR 4,802 3,770
    SHOPIFY INC CL A 6,148 3,124
    SK TELECOM ADR 4,109 3,772
    SMITH A O CORP DEL COM 6,838 5,249
    SNAP ON INC COM 6,534 5,714
    SOCIEDAD A&M CHLE SPDADR 1,361 1,921
    SONOCO PRODUCTS CO 5,554 4,848
    STARBUCKS CORP 32,845 28,035
    STERICYCLE INC COM 6,528 4,473
    SUMMIT MATLS INC 1,165 1,560
    SUZANO S.A. TRADING 1,973 1,612
    SYNEOS HEALTH INC 8,535 6,523
    SYSCO CORPORATION 3,263 3,304
    TAIWAN S MANUFACTURING ADR 6,969 14,552
    TARGET CORP COM 3,902 9,745
    TDCX INCORP SHS CL A ADR 1,594 1,055
    TE CONNECTIVITY LTD 2,333 3,281
    TECHTRONIC INDS SPD ADR 2,420 1,832
    TELEDYNE TECH INC 10,042 8,252
    TENCENT HOLDINGS LTD ADR 9,237 10,077
    TESLA INC 7,190 4,714
    TEXAS INSTUMENTS 21,585 30,730
    THE HOWARD HUGHES CORP 3,535 2,314
    THERMO FISHER SCIENTIFIC 9,051 16,298
    THOUGHTWORKS HLDG INC 1,930 1,199
    TJX COS INC NEW 9,700 10,332
    TRANSDIGM GROUP INC 7,246 13,417
    TRANSUNION 3,152 3,760
    TRIP.COM GROUP LTD 2,587 2,580
    TRUIST FINL CORP 14,610 12,569
    TSINGTAO BREW SP ADR H 2,647 3,465
    TYLER TECHS INC DEL COM 7,995 5,985
    UNITED MICROELECT SP ADR 3,141 1,902
    UNITED PARCEL SVC CL B 22,308 26,651
    UNITEDHEALTH GROUP INC 5,452 5,650
    US BANCORP 6,676 5,568
    VAIL RESORTS INC 4,096 4,143
    VALE SA 1,450 1,258
    VENTAS INC 813 771
    VERISIGN INC 4,113 5,355
    VERISK ANALYTICS INC 13,211 16,444
    VERIZON COMMUNICATIONS COM 15,255 14,515
    VERTEX PHARMCTLS INC 3,959 5,636
    VISA INC CL A SHRS 20,187 25,989
    VULCAN MATERIALS CO 6,534 8,100
    WAL-MART DE MEX SPNADR V 2,284 2,984
    WALMART INC 2,081 2,067
    WEBSTER FINL CP PV $0.01 5,554 4,763
    WEC ENERGY GROUP INC SHS 4,186 6,642
    WELLS FARGO & CO 1,656 1,528
    WIX COM LTD 6,212 2,819
    WOLVERINE WORLD WIDE 5,979 5,020
    WOODWARD INC 6,407 4,994
    WORKDAY INC CL A 1,447 1,535
    XCEL ENERGY INC 1,891 1,840
    XYLEM INC SHS 5,757 6,020
    ASM PACIFIC TECHNOLOGY 1,590 1,278
    YUM BRANDS INC 1,392 2,497
    YUM CHINA HOLDINGS INC 5,659 6,402
    ZOETIS INC 6,303 11,517

    TY 2021 InvestmentsOtherSchedule2
    Name:
    MARCO FAMILY FOUNDATION INC
    EIN:
    59-2197357
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    COMM SERVICES SELECT AT COST 215,320 200,256
    CONSUMER DISCRETIONARY AT COST 130,956 117,408
    HEALTH CARE SELECT SPDR AT COST 223,135 273,023
    ISHARES EXPANDED AT COST 137,157 116,873
    ISHARES MSCI SAUDI AT COST 2,913 2,649
    ISHARES CORE MSCI EURPOE AT COST 171,794 133,216
    SECTOR SPDR ENERGY AT COST 17,807 27,317
    TECHNOLOGY SELECT SECTOR AT COST 295,909 324,410
    SPDR US FINANCIAL SECTOR AT COST 103,196 118,032
    VANGAURD FTSE ALL WORLD AT COST 326,000 317,846
    VANGAURD MSCI PACIFIC AT COST 213,313 179,014
    WESTERN ASSET CORE PLUS AT COST 587,653 474,566

    TY 2021 OtherAssetsSchedule
    Name:
    MARCO FAMILY FOUNDATION INC
    EIN:
    59-2197357
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    MISCELLANEOUS RECEIVABLES 300 650 650


    TY 2021 OtherExpensesSchedule
    Name:
    MARCO FAMILY FOUNDATION INC
    EIN:
    59-2197357
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 35,357 35,357   0
    MISCELLANEOUS EXPENSE 1,151 1,151   0
    LICENSES & DUES 151 151   0


    TY 2021 OtherIncomeSchedule2
    Name:
    MARCO FAMILY FOUNDATION INC
    EIN:
    59-2197357
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS INCOME 25 25 25


    TY 2021 TaxesSchedule
    Name:
    MARCO FAMILY FOUNDATION INC
    EIN:
    59-2197357
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN DIVIDEND TAXES 857 857   0
    EXCISE TAX 12,438 0   0