MARTIN FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MARTIN FAMILY FOUNDATION (EIN 13-3532032)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202143169349101214
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T07:55:34-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 133532032 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARCUM LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARCUM LLP | InCareOfNm |
| Business Name Control | MART | BusinessNameControlTxt |
| Phone | 2124855500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 THIRD AVE 11TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Andrew D Martin | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2124855500 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Andrew D | PersonFirstNm |
| Person Last | Martin | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD FINKELSTEIN | PreparerPersonNm |
| PTIN | P00301744 | PTIN |
| Phone | 2124855500 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,338,715 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,325 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,325 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,595 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,595 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,517 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $451,445 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,517 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $142,437 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,437 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $85,938 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $85,938 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $17,094 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $17,094 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,524 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,841 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $15,683 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,891 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $301 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,590 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $19,171 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $10,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $150,618 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,142 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $133,305 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $335,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $335,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $485,618 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,142 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $468,305 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$343,181 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,295 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,130,961 | CashBOYAmt |
| Cash EOY | $263,133 | CashEOYAmt |
| Cash EOYFMV | $263,133 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $0 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $0 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $0 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $396,975 | CorporateStockBOYAmt |
| Corporate Stock EOY | $929,167 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,073,955 | CorporateStockEOYFMVAmt |
| Land BOY | $9,172 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,627 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,627 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,537,108 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,193,927 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,338,715 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,537,108 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,193,927 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,537,108 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,193,927 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,537,108 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,193,927 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,537,108 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$343,181 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,193,927 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,193,927 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| GS - COVERED SHORT TERM -446-2 | $299,619 | $318,856 | -$19,228 | -$19,237 | |
| GS - COVERED SHORT TERM - 446-2 | $146,357 | $121,081 | $25,276 | $25,276 | |
| CAPITAL GAIN DIVIDENDS | $5,469 | P | |||
| CAPITAL GAIN DIVIDENDS | $5,469 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,517 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $477 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $477 | SubtotalAmt |
| Tax Based On Investment Income | $477 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,095 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $4,095 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,618 | OverpaymentAmt |
| Applied To ES Tax | $3,618 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124855500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 THIRD AVE 11TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| ANDREW D MARTIN | ||||||||
| 730 THIRD AVE 11TH FL | NEW YORK | NY | 10017 | TRUSTEE/CFO | 15.0 | $25,625 | $119 | $0 |
| CHRISTINE E MIROV | ||||||||
| 730 THIRD AVE 11TH FL | NEW YORK | NY | 10017 | TRUSTEE/GRANT ADMIN & SUPPORT | 30.0 | $33,125 | $8,497 | $0 |
| JULIA R MARTIN | ||||||||
| 730 THIRD AVE 11TH FL | NEW YORK | NY | 10017 | TRUSTEE/MARKETING & BRANDING | 15.0 | $27,188 | $8,478 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT,BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER SECTION | Description1Txt |
| Description2 | 501(C)(3) OF THE INTERNAL REVENUE CODE. | Description2Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $926,202 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $420,959 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,347,161 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,347,161 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,207 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,326,954 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,348 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $66,348 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $477 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $477 | TotalTaxAmt |
| Distributable Before Adj | $65,871 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $65,871 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $65,871 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $468,305 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $468,305 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $468,305 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $65,871 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,114,076 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,172,537 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $519,596 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $688,778 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $440,919 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,935,906 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $468,305 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $65,871 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $402,434 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,338,340 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,114,076 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,224,264 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,172,537 | ExcessFromYear4Amt |
| Excess From Year3 | $519,596 | ExcessFromYear3Amt |
| Excess From Year2 | $688,778 | ExcessFromYear2Amt |
| Excess From Year1 | $440,919 | ExcessFromYear1Amt |
| Excess From Current Year | $402,434 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Early Childhood Mental health Program | ||||||||
| 200 24th Street | Richmond | CA | 94804 | none | PC | FOR THE CHARITABLE OR EDUCATIONAL FUNCTION OF THE DONEE | $75,000 | |
| Sojourn Heights Church | ||||||||
| 608 Aurora Street | Houston | TX | 77008 | NONE | PC | FOR THE CHARITABLE OR EDUCATIONAL FUNCTION OF THE DONEE | $50,000 | |
| That the World May Know Ministries | ||||||||
| 334 W Central Ave | Zeeland | MI | 49464 | none | PC | FOR THE CHARITABLE OR EDUCATIONAL FUNCTION OF THE DONEE | $50,000 | |
| The College of William & Mary | ||||||||
| PO BOX 1693 | Williamsburg | VA | 231878795 | none | PC | FOR THE CHARITABLE OR EDUCATIONAL FUNCTION OF THE DONEE | $100,000 | |
| As Our Own | ||||||||
| 1717 St James Place | Houston | TX | 77056 | none | PC | FOR THE CHARITABLE OR EDUCATIONAL FUNCTION OF THE DONEE | $10,000 | Suite 220 |
| Harbor Christian Academy | ||||||||
| 623 Kress Street | Houston | TX | 77020 | none | PC | FOR THE CHARITABLE OR EDUCATIONAL FUNCTION OF THE DONEE | $10,000 | |
| Pilgrim American Congregational Church | ||||||||
| 2630 E Sage Way | Fresno | CA | 93720 | none | PC | FOR THE CHARITABLE OR EDUCATIONAL FUNCTION OF THE DONEE | $5,000 | |
| Young Life Former Soviet Union | ||||||||
| PO BOX 70065 | Prescott | AZ | 86304 | none | PC | FOR THE CHARITABLE OR EDUCATIONAL FUNCTION OF THE DONEE | $30,000 | |
| ACE Charter Schools | ||||||||
| 1100 SHASTA AVE 250 | SAN JOSE | CA | 95126 | none | PC | FOR THE CHARITABLE OR EDUCATIONAL FUNCTION OF THE DONEE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $335,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EARLY CHILDHOOD MENTAL HEALTH PROGRAM | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 24TH STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | FOR THE CHARITABLE OR EDUCATIOAL FUNCTION OF THE DONEE | GrantOrContributionPurposeTxt |
| Amt | $150,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $150,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,920 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,517 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $42,437 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,437 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CHRISTINE MARTIN MIROV | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 60TH STREET | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $23,524 | Amt |
| Net Investment Income | $7,841 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,683 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| FURNITURE | 2007-05-01 | $51,817 | $51,817 | SL | 7 | |
| FURNITURE | 2007-05-14 | $19,054 | $19,054 | SL | 7 | |
| FURNITURE | 2007-05-16 | $16,238 | $16,238 | SL | 7 | |
| FURNITURE | 2007-06-05 | $37,785 | $37,785 | SL | 7 | |
| FURNITURE | 2007-06-12 | $10,000 | $10,000 | SL | 7 | |
| FURNITURE | 2007-06-13 | $16,330 | $16,330 | SL | 7 | |
| FURNITURE | 2007-07-16 | $23,188 | $23,188 | SL | 7 | |
| FURNITURE | 2007-09-04 | $3,438 | $3,438 | SL | 7 | |
| FURNITURE | 2007-10-18 | $4,604 | $4,604 | SL | 7 | |
| FURNITURE | 2007-12-03 | $500 | $500 | SL | 7 | |
| FURNITURE | 2008-03-13 | $3,093 | $3,093 | SL | 7 | |
| FURNITURE | 2007-07-25 | $6,539 | $6,539 | SL | 7 | |
| OFFICE IMPROVEMENT | 2008-11-15 | $25,600 | $19,061 | SL | 15 | $0 |
| OFFICE IMPROVEMENT | 2008-11-15 | $10,316 | $7,683 | SL | 15 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GS 446-2 GS CORE FIXED INC FD | $342,955 | $361,201 |
| GS 446-2 GS HIGH YIELD FUND | $89,597 | $91,167 |
| GS 446-2 GS GLOBAL EQUITY | $0 | $0 |
| GS 446-2 GS STRATEGIC FACTOR | $51,638 | $53,199 |
| GS 446-2 SPDR S&P 500 ETF | $296,238 | $386,724 |
| GS 446-2 DEVEL ALL CAP US IND | $148,739 | $181,664 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (14 entries)
| Category Or ItemCategoryOrItemTxt |
|---|
| FURNITURE |
| FURNITURE |
| FURNITURE |
| FURNITURE |
| FURNITURE |
| FURNITURE |
| FURNITURE |
| FURNITURE |
| FURNITURE |
| FURNITURE |
| FURNITURE |
| FURNITURE |
| OFFICE IMPROVEMENT |
| OFFICE IMPROVEMENT |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,627 | EOYBookValueAmt |
| EOYFMV | $1,627 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INSURANCE - WORKERS COMP | $806 | $806 |
| PAYROLL PROCESSING FEES | $8,347 | $8,347 |
| FILING FEE | $160 | $160 |
| MISCELLANEOUS | $687 | $687 |
| WRITE-OFF OF RETIRED FURN/EQ | $9,171 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEES - GRANT MAKING RESEARCH | CategoryTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $301 | $301 | |
| PAYROLL TAXES PAID | $4,590 | $4,590 |
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