BETA

PATRICIA M AND ROBERT H MARTINSEN FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PATRICIA M AND ROBERT H MARTINSEN FOUNDATION (EIN 27-6961238)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-16
IRS object ID
202501369349101100
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-16T08:50:24-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN463179237PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARFELD FINANCIAL ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1520 WHITE PLAINS ROAD 3RD FLOORAddressLine1Txt
CityTARRYTOWNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP105915112ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN276961238EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PATRICIA M AND ROBERT H MARTINSENBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPATRBusinessNameControlTxt
Phone2037439434PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1761 RIDGEBURY ROADAddressLine1Txt
CityRIDGEFIELDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06877ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT H MARTINSENPersonNm
Person TitleTRUSTEE AS REQUIREDPersonTitleTxt
Phone2037439434PhoneNum
Signature2025-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTAMEKA WALTERSPreparerPersonNm
PTINP00575756PTIN
Phone9148460100PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$919,829FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$162,873ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$81InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$81InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$33,363DividendsRevAndExpnssAmt
Dividends Net Invst Incm$33,363DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$125,860NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$202,295GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$125,860CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$322,177TotalRevAndExpnssAmt
Total Net Invst Incm$159,304TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$3,500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$126TaxesRevAndExpnssAmt
Taxes Net Invst Incm$126TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,626TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$126TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$80,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$80,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$84,326TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$126TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$80,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$237,851ExcessRevenueOverExpensesAmt
Net Investment Income$159,178NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$23,724CashBOYAmt
Cash EOY$18CashEOYAmt
Cash EOYFMV$18CashEOYFMVAmt
Sav And Temp Cash Invst BOY$396,465SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$571,238SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$571,238SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$45,250CorporateStockBOYAmt
Corporate Stock EOY$132,034CorporateStockEOYAmt
Corporate Stock EOYFMV$348,573CorporateStockEOYFMVAmt
Total Assets BOY$465,439TotalAssetsBOYAmt
Total Assets EOY$703,290TotalAssetsEOYAmt
Total Assets EOYFMV$919,829TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$465,439RetainedEarningBOYAmt
Retained Earning EOY$703,290RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$465,439TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$703,290TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$465,439TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$703,290TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$465,439TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$237,851ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$703,290SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$703,290TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB - 6901P$346$346$0$0
CHARLES SCHWAB - 6901P$164,400$59,587$104,813$104,813
CHARLES SCHWAB - 6901P$37,549$16,502$21,047$21,047
FieldValueIRS element (for citing)
Capital Gain Net Income$125,860CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,213InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,213SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,213TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,131EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,100ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,231TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$18EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT H MARTINSENIndividualWithBooksNm
Phone2037439434PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1761 RIDGEBURY ROADAddressLine1Txt
CityRIDGEFIELDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06877ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonROBERT H MARTINSENPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1761 RIDGEBURY ROADAddressLine1Txt
CityRIDGEFIELDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06877ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEE - AS REQUIREDTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$16,812AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$840,638AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$857,450TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$857,450AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,862CashDeemedCharitableAmt
Net Vl Noncharitable Assets$844,588NetVlNoncharitableAssetsAmt
Minimum Investment Return$42,229MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$42,229MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,213TaxBasedOnInvestmentIncomeAmt
Total Tax$2,213TotalTaxAmt
Distributable Before Adj$40,016DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$40,016DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$40,016DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$80,700ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$80,700QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$40,016DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$181,061ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$208,404ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$32,591ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$234,725ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$656,781TotalExcessDistributionCyovAmt
Qualifying Distributions$80,700QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$40,016AppliedToCurrentYearAmt
Remaining Distri From Corpus$40,684RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$697,465TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$181,061ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$516,404ExcessDistriCyovToNextYrAmt
Excess From Year4$208,404ExcessFromYear4Amt
Excess From Year3$32,591ExcessFromYear3Amt
Excess From Year1$234,725ExcessFromYear1Amt
Excess From Current Year$40,684ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT H MARTINSENContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S DISEASE RESEARCH
22512 GATEWAY CENTER DRIVECLARKSBURGMD20871NONEPUBLICMEDICAL PURPOSES$200
AMERICAN RED CROSS OF CONNECTICUT
209 FARMINGTON AVEFARMINGTONCT06032NONEPUBLICMEDICAL PURPOSES$200
DANBURY HOSPITAL & NEW MILFORD HOSPITAL FOUNDATION
PO BOX 22539NEW YORKNY100872539NONEPUBLICMEDICAL PURPOSES$1,000
DISABLED VETS NATIONAL FOUNDATION
4601 FORBES BLVD SUITE 130LANHAMMD20706NONEPUBLICSOCIAL PURPOSES$100
FOUNDERS HALL
193 DANBURY RDRIDGEFIELDCT06877NONEPUBLICSOCIAL PURPOSES$200
HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NEWASHINGTONDC20002NONEPUBLICEDUCATIONAL PURPOSES$200
JUDICIAL WATCH
425 THIRD STREET SW SUITE 800WASHINGTONDC20024NONEPUBLICSOCIAL PURPOSES$300
LEADERSHIP INSTITUTE
1701 FULTON AVENEW YORKNY10457NONEPUBLICEDUCATIONAL PURPOSES$100
LOUNSBURY HOUSE
316 MAIN STRIDGEFIELDCT06877NONEPUBLICSOCIAL PURPOSES$100
PHI GAMMA DELTA EDUCATIONAL FOUNDATION
PO BOX 4599LEXINGTONKY40544NONEPUBLICSOCIAL PURPOSES$1,000
RIDGEBURY CONGREGATIONAL CHURCH
605 RIDGEBURY RDRIDGEFIELDCT06877NONEPUBLICSOCIAL PURPOSES$75,100
RIDGEFIELD VISITING NURSE ASSOCIATION
90 EAST RIDGERIDGEFIELDCT06877NONEPUBLICMEDICAL PURPOSES$200
SALVATION ARMY
615 SLATERS LNALEXANDRIAVA22314NONEPUBLICSOCIAL PURPOSES$200
STATE POLICY NETWORK
1655 FORT MYER DRARLINGTONVA22209NONEPUBLICSOCIAL PURPOSES$100
TAX FOUNDATION
1325 G ST NWWASHINGTONDC20005NONEPUBLICSOCIAL PURPOSES$100
THE HSS FOUNDATION
141 W JACKSON BLVD STE 1702CHICAGOIL606043001NONEPUBLICSOCIAL PURPOSES$1,000
TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVDSTATEN ISLANDNY10306NONEPUBLICSOCIAL PURPOSES$300
US OLYMPIC COMMITTEE
1 OLYMPIC PLAZACOLORADO SPRINGSCO80909NONEPUBLICSOCIAL PURPOSES$200
WHITNEY MUSEUM OF ART
945 MADISON AVE AT 75TH STNEW YORKNY10021NONEPUBLICSOCIAL PURPOSES$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$80,700TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

FieldValueIRS element (for citing)
DescNONEDesc

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$81ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33,363ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$125,860ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescNONEDesc

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$159,304ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$159,304TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
ROBERT H MARTINSEN
1761 RIDGEBURY ROADRIDGEFIELDCT06877$16,502Yes (X)
ROBERT H MARTINSEN
2761 RIDGEBURY ROADRIDGEFIELDCT06877$59,587Yes (X)
ROBERT H MARTINSEN
3761 RIDGEBURY ROADRIDGEFIELDCT06877$86,784Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1987.496 SHS DFA REAL ESTATE SECURITIES (DFREX)$37,6532024-01-22
22,062.500 SHS ISHARES TR MSCI USA MINIMUM VOLATILITY (USMV)$163,8352024-01-22
32,727 SHS CITGROUP$178,2362024-07-15

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
350 SHS FRANCO NEVADA CORP$9,079$41,157
500 SHS NEWMONT CORP$9,065$18,610
400 SHS SPDR GOLD SHARES ETF$27,106$96,852
2,727 SHS CITIGROUP INC$86,784$191,954

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$3,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonROBERT H MARTINSENPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1761 RIDGEBURY ROADAddressLine1Txt
CityRIDGEFIELDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06877ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$126Amt
Net Investment Income$126NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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