PATRICIA M AND ROBERT H MARTINSEN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PATRICIA M AND ROBERT H MARTINSEN FOUNDATION (EIN 27-6961238)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-13
- IRS object ID
- 202111339349100536
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Schedule B
- All Oth Prog Rltd Investments Sch
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T08:44:31-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463179237 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARFELD FINANCIAL ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 WHITE PLAINS ROAD 3RD FLOOR | AddressLine1Txt |
| City | TARRYTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105915112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276961238 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PATRICIA M AND ROBERT H MARTINSEN | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATR | BusinessNameControlTxt |
| Phone | 2037439434 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 761 RIDGEBURY ROAD | AddressLine1Txt |
| City | RIDGEFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06877 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT H MARTINSEN | PersonNm |
| Person Title | TRUSTEE AS REQUIRED | PersonTitleTxt |
| Phone | 2037439434 | PhoneNum |
| Signature | 2021-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | MARTINSEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA A FABERY | PreparerPersonNm |
| PTIN | P00575756 | PTIN |
| Phone | 9148460100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $267,853 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $116,606 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,723 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,723 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $280,514 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $435,597 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $280,514 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $399,859 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $283,253 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $3,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,500 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $219,760 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $219,760 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $223,260 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $219,760 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $176,599 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $283,253 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,501 | CashBOYAmt |
| Cash EOY | $267,853 | CashEOYAmt |
| Cash EOYFMV | $267,853 | CashEOYFMVAmt |
| Corporate Stock BOY | $85,753 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $91,254 | TotalAssetsBOYAmt |
| Total Assets EOY | $267,853 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $267,853 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $91,254 | RetainedEarningBOYAmt |
| Retained Earning EOY | $267,853 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $91,254 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $267,853 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $91,254 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $267,853 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $91,254 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $176,599 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $267,853 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $267,853 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 14 SHS DFA REAL ESTATE SECURITIES | D | 2019-10-21 | 2020-07-22 | $531 | $498 | $33 | $33 |
| 201 SHS DFA US LARGE COMPANY | D | 2019-10-21 | 2020-10-23 | $5,368 | $4,750 | $618 | $618 |
| 27 SHS DFA US SMALL CAP | D | 2019-10-21 | 2020-10-23 | $896 | $888 | $8 | $8 |
| 50 SHS AGNICO EAGLES MINES | D | 2011-10-21 | 2020-08-19 | $56,489 | $36,936 | $19,553 | $19,553 |
| 159 SHS DFA US LARGE COMPANY | D | 2011-10-21 | 2020-10-23 | $4,246 | $3,351 | $895 | $895 |
| 235 SHS DFA US SMALL CAP | D | 2011-10-21 | 2020-10-23 | $7,747 | $8,054 | -$307 | -$307 |
| 2,506 SHS DFA REAL ESTATE SECURITIES | D | 2009-01-15 | 2020-07-22 | $93,290 | $29,670 | $63,620 | $63,620 |
| 9,685 SHS DFA US LARGE COMPANY | D | 2009-01-15 | 2020-10-23 | $249,111 | $64,732 | $184,379 | $184,379 |
| 554 SHS DFA US SMALL CAP | D | 2009-01-15 | 2020-10-23 | $17,919 | $6,204 | $11,715 | $11,715 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $280,514 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,937 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,937 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,937 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $364 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $364 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $13 | EsPenaltyAmt |
| Tax Due | $3,586 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT H MARTINSEN | IndividualWithBooksNm |
| Phone | 2037439434 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 761 RIDGEBURY ROAD | AddressLine1Txt |
| City | RIDGEFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06877 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT H MARTINSEN | ||||||||
| 761 RIDGEBURY ROAD | RIDGEFIELD | CT | 06877 | TRUSTEE - AS REQUIRED | 0.00 | $0 | $0 | $0 |
| PATRICIA M MARTINSEN | ||||||||
| 761 RIDGEBURY ROAD | RIDGEFIELD | CT | 06877 | TRUSTEE - AS REQUIRED | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $178,102 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $132,420 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $310,522 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $310,522 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,658 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $305,864 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,293 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,293 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,937 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,937 | TotalTaxAmt |
| Distributable Before Adj | $11,356 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,356 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,356 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $219,760 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $219,760 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $219,760 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,356 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $248,959 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $226,334 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $224,630 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $180,064 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $181,061 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,061,048 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $219,760 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,356 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $208,404 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,269,452 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $248,959 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,020,493 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $226,334 | ExcessFromYear4Amt |
| Excess From Year3 | $224,630 | ExcessFromYear3Amt |
| Excess From Year2 | $180,064 | ExcessFromYear2Amt |
| Excess From Year1 | $181,061 | ExcessFromYear1Amt |
| Excess From Current Year | $208,404 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT H MARTINSEN | ContributingManagerNm |
| Contributing Manager | PATRICIA M MARTINSEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S DISEASE RESEARCH | |||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | NONE | PUBLIC | MEDICAL PURPOSES | $300 |
| AMERICAN INSTITUTE FOR CANCER RESEARCH | |||||||
| 1759 R STREET NW | WASHINGTON | DC | 20009 | NONE | PUBLIC | MEDICAL PURPOSES | $150 |
| BOYS & GIRLS CLUB OF RIDEGEFIELD | |||||||
| 41 GOVERNOR STREET | RIDGEFIELD | CT | 06877 | NONE | PUBLIC | SOCIAL PURPOSES | $100 |
| COLGATE UNIVERSITY | |||||||
| 13 OAK DR | HAMILTON | NY | 13346 | NONE | PUBLIC | EDUCATIONAL PURPOSES | $10,000 |
| FOUNDERS HALL | |||||||
| 193 DANBURY RD | RIDGEFIELD | CT | 06877 | NONE | PUBLIC | SOCIAL PURPOSES | $100 |
| JUDICIAL WATCH | |||||||
| 425 THIRD STREET SW SUITE 800 | WASHINGTON | DC | 20024 | NONE | PUBLIC | SOCIAL PURPOSES | $200 |
| NATIONAL LAW ENFORCEMENT OFFICERS MEMORIAL FUND | |||||||
| 450 F ST NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | SOCIAL PURPOSES | $30 |
| NYU LANGONE MEDICAL CENTER | |||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | NONE | PUBLIC | MEDICAL PURPOSES | $100,000 |
| RIDGEBURY CONGREGATIONAL CHURCH | |||||||
| 605 RIDGEBURY RD | RIDGEFIELD | CT | 06877 | NONE | PUBLIC | SOCIAL PURPOSES | $5,050 |
| RIDGEFIELD PROFESSIONAL FIREFIGHTERS | |||||||
| 6 CATOONAH STREET | RIDGEFIELD | CT | 06877 | NONE | PUBLIC | SOCIAL PURPOSES | $1,000 |
| STATE POLICY NETWORK | |||||||
| 1655 FORT MYER DR | ARLINGTON | VA | 22209 | NONE | PUBLIC | SOCIAL PURPOSES | $50 |
| TAX FOUNDATION | |||||||
| 1325 G ST NW | WASHINGTON | DC | 20005 | NONE | PUBLIC | SOCIAL PURPOSES | $100 |
| WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | PUBLIC | SOCIAL PURPOSES | $150 |
| RVNA | |||||||
| 27 GOVERNOR ST | RIDGEFIELD | CT | 06877 | NONE | PUBLIC | MEDICAL PURPOSES | $51,100 |
| REGIONAL HOSPICE | |||||||
| 30 MILESTONE ROAD | DANBURY | CT | 06810 | NONE | PUBLIC | MEDICAL PURPOSES | $50,000 |
| MEDIA RESEARCH CENTER | |||||||
| 1900 CAMPUS COMMONS DRIVE | RESTON | VA | 20191 | NONE | PUBLIC | MEDICAL PURPOSES | $100 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | PUBLIC | EDUCATIONAL PURPOSES | $200 |
| DISABLED VETS NATIONAL FOUNDATION | |||||||
| 4601 FORBES BLVD SUITE 130 | LANHAM | MD | 20706 | NONE | PUBLIC | SOCIAL PURPOSES | $30 |
| DAVID HOROWITZ FREEDOM CENTER | |||||||
| PO BOX 55089 | SHERMAN OAKS | CA | 91499 | NONE | PUBLIC | SOCIAL PURPOSES | $100 |
| PHI GAMMA DELTA EDUCATIONAL FOUNDATION | |||||||
| PO BOX 4599 | LEXINGTON | KY | 40544 | NONE | PUBLIC | SOCIAL PURPOSES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $219,760 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,723 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $280,514 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $283,253 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $283,253 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ROBERT H MARTINSEN | |||||||
| 1 | 761 RIDGEBURY ROAD | RIDGEFIELD | CT | 06877 | $36,936 | Yes (X) | |
| ROBERT H MARTINSEN | |||||||
| 2 | 761 RIDGEBURY ROAD | RIDGEFIELD | CT | 06877 | $29,670 | Yes (X) | |
| ROBERT H MARTINSEN | |||||||
| 3 | 761 RIDGEBURY ROAD | RIDGEFIELD | CA | 06877 | $50,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 700 SHS AGNICO EAGLE MINES | $57,498 | 2020-08-18 |
| 2 | 2,506 DFA REAL ESTATE SHS | $104,592 | 2020-01-17 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ROBERT H MARTINSEN | |||
| 761 RIDGEBURY ROAD | RIDGEFIELD | CT | 06877 |
| PATRICIA M MARTINSEN | |||
| 761 RIDGEBURY ROAD | RIDGEFIELD | CT | 06877 |
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