THE NICHOLAS MARTIN JR FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE NICHOLAS MARTIN JR FAMILY FOUNDATION (EIN 38-3352952)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-09
- IRS object ID
- 202001919349100445
- Schema version
- 2019v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-09T14:33:41-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752947680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Walton Group LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6100 Southwest Blvd 400 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383352952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICHOLAS MARTIN JR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NICH | BusinessNameControlTxt |
| Phone | 8173774344 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5115 BRYCE AVE | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA M ADAMS | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 8173774344 | PhoneNum |
| Signature | 2020-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark L Walton | PreparerPersonNm |
| PTIN | P00194495 | PTIN |
| Phone | 8177311155 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $31,421,632 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,955 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $93,818 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $78,543 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $582,541 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $582,481 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $110,777 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,390,582 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $110,777 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $796,091 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $771,801 | 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 |
| Legal Fees Rev And Expnss | $173 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $173 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,765 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,765 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $17,801 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,801 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,786 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,786 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $136,390 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $133,057 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,333 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $171,915 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150,858 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,057 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,453,630 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,453,630 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,625,545 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150,858 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,474,687 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$829,454 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $620,943 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $650,004 | CashBOYAmt |
| Cash EOY | $1,274,689 | CashEOYAmt |
| Cash EOYFMV | $1,274,689 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $13,608 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,324 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,324 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,696,973 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,464,890 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,160,155 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,803,963 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,310,481 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,359,749 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,203,803 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,448,249 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,602,715 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $27,368,351 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,522,633 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,421,632 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $27,368,351 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $26,522,633 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,368,351 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,522,633 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,368,351 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,522,633 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,368,351 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$829,454 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $26,538,897 | SubtotalAmt |
| Other Decreases | $16,264 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,522,633 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NORTHERN TRUST | D | 2019-01-01 | 2019-12-31 | $1,733,026 | $1,741,005 | -$7,979 | -$7,979 |
| NORTHERN TRUST | D | 2017-06-30 | 2019-12-31 | $5,610,074 | $5,538,800 | $71,274 | $71,274 |
| Capital Gains Dividends | P | $47,482 | $47,482 | $47,482 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $110,777 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $880,059 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $29,302,990 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.030033 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,610 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,490,543 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000835 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $616 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,881 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038788 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $721 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,535 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043604 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,830 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,772 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.204027 | DistributionYr5Rt |
| Total Distribution | 0.317287 | TotalDistributionRt |
| Average Distribution | 0.063457 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $29,641,491 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,880,960 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,209 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,887,169 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,474,687 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,419 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,419 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,419 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $423 | 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 | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CYNTHIA M ADAMS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8173774344 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6100 SOUTHWEST BLVD SUITE 501 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| CYNTHIA M ADAMS | ||||||||
| 5115 BRYCE AVE | FORT WORTH | TX | 76107 | OFFICER | 1.00 | $0 | $0 | $0 |
| CHRISTINE E KRAATZ | ||||||||
| 6100 SOUTHWEST BLVD SUITE 500 | FORT WORTH | TX | 76109 | OFFICER | 1.00 | $0 | $0 | $0 |
| KIRK N MARTIN | ||||||||
| 6100 SOUTHWEST BLVD SUITE 500 | FORT WORTH | TX | 76109 | OFFICER | 1.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,481,920 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,610,964 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,092,884 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,092,884 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $451,393 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,641,491 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,482,075 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,482,075 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,419 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,419 | TotalTaxAmt |
| Distributable Before Adj | $1,469,656 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,469,656 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,469,656 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,474,687 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,474,687 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,474,687 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,469,656 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,422,560 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,474,687 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,422,560 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,127 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,417,529 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF SOUTHEASTERN MICHIGAN | |||||||
| 26777 HALSTED ROAD SUITE 100 | FARMINGTON HILLS | MI | 48331 | NONE | NOT-FOR-PROFIT 501(C | GENERAL SUPPORT FOR PROGRAMS THAT ENHANCE THE LIVES OF THE 12,000 CHILDREN SERVED | $25,000 |
| CAPUCHIN SOUP KITCHEN | |||||||
| 1820 MT ELLIOTT STREET | DETROIT | MI | 48207 | NONE | NOT-FOR-PROFIT 501(C | GENERAL SUPPORT FOR PROGRAMS THAT PROVIDE CLOTHING, FOOD AND HOUSEHOLD ITEMS TO THOSE IN NEED | $20,000 |
| COALITION ON TEMPORARY SHELTER | |||||||
| 26 PETERBORO | DETROIT | MI | 48201 | NONE | NOT-FOR-PROFIT 501(C | GENERAL SUPPORT FOR BRIGHT BEGINNINGS CHILD DEVELOPMENT CENTER | $20,000 |
| DETROIT RESCUE MISSION MINISTRIES | |||||||
| 150 STIMSON STREET | DETROIT | MI | 48201 | NONE | NOT-FOR-PROFIT 501(C | ENHANCE LIVES AND FEED CHILDREN AND ADULTS SERVED BY THE ORGANIZATION | $10,000 |
| FLOURISH FOUNDATION | |||||||
| 1030 AIRPORT WAY | HAILEY | ID | 83333 | NONE | NOT-FOR-PROFIT 501(C | FUNDING THE SCHOOL BASED PROGRAMS OFFERED TO SCHOOLS IN THE WOOD RIVER VALLEY | $30,000 |
| FORGOTTEN HARVEST INC | |||||||
| 21800 GREENFIELD ROAD | OAK PARK | MI | 48237 | NONE | NOT-FOR-PROFIT 501(C | ENHANCE PROGRAMS TO SAVE FOOD AND SUPPLY THE CHARITIES SERVED | $20,000 |
| GLEANER FOOD BANK OF SE MICHIGAN | |||||||
| 2131 BEAUFAIT STREET | DETROIT | MI | 48207 | NONE | NOT-FOR-PROFIT 501(C | GENERAL SUPPORT FOR PROGRAMS THAT IMPACT 499 LOCATIONS SERVICED | $15,000 |
| GOODWILL INDUSTRIES OF GREATER DETROIT | |||||||
| 3111 GRAND RIVER AVENUE | DETROIT | MI | 48208 | NONE | NOT-FOR-PROFIT 501(C | PROGRAMS AIMED TO ADVANCE EMPLOYMENT AND TRAINING | $10,000 |
| GRACE CENTERS OF HOPE | |||||||
| 35 EAST HURON STREET | PONTIAC | MI | 48342 | NONE | NOT-FOR-PROFIT 501(C | LIFE SKILLS PROGRAMS | $20,000 |
| HOSPICE AND PALLIATIVE CARE OF THE WOOD RIVER VALLEY | |||||||
| PO BOX 4320 | KETCHUM | ID | 83340 | NONE | NOT-FOR-PROFIT 501(C | SUPPORT TO PROVIDE HOSPICE CARE AT NO COST | $10,000 |
| HOSPICE OF MICHIGAN | |||||||
| 2366 OAK VALLEY DRIVE | ANN ARBOR | MI | 48103 | NONE | NOT-FOR-PROFIT 501(C | HOSPICE CARE | $10,000 |
| MATER DEI SCHOOL INC | |||||||
| 9600 SEVEN LOCKS ROAD | BETHESDA | MD | 20817 | NONE | NOT-FOR-PROFIT 501(C | 1 FULL SCHOLARSHIP AND 2 PARTIAL SCHOLARSHIPS | $39,500 |
| MICHIGAN TROUT UNLIMITED | |||||||
| PO BOX 442 | DEWITT | MI | 48820 | NONE | NOT-FOR-PROFIT 501(C | PROGRAMS TO PROTECT COLD WATER FISH AND THEIR WATERSHEDS | $20,000 |
| MICHIGAN UNITED CONSERVATION CLUB | |||||||
| 2101 WOOD STREET | LANSING | MI | 48912 | NONE | NOT-FOR-PROFIT 501(C | CONSERVATION PROGRAMS AND PROTECT WILDLIFE HABITATS WHILE EDUCATING YOUTH | $20,000 |
| NORTH TEXAS COMMUNITY FOUNDATION | |||||||
| 306 W 7TH STREET SUITE 1045 | FORT WORTH | TX | 76102 | NONE | NOT-FOR-PROFIT 501(C | PROVIDE SUPPORT TO STRENGTHEN THE COMMUNITY | $469,130 |
| OAKLAND FAMILY SERVICES | |||||||
| 114 ORCHARD LAKE ROAD | PONTIAC | MI | 48341 | NONE | NOT-FOR-PROFIT 501(C | GENERAL SUPPORT FOR PROGRAMS THAT OFFER MENTAL HEALTH AND SUBSTANCE ABUSE TREATMENT SERVICES | $15,000 |
| ROSE HILL CENTER | |||||||
| 5130 ROSE HILL BLVD | HOLLY | MI | 48442 | NONE | NOT-FOR-PROFIT 501(C | GENERAL SUPPORT FOR MENTAL HEALTH SERVICES | $25,000 |
| SALVATION ARMY OF ROSEVILLE MICHIGAN | |||||||
| 16130 NORTHLAND DRIVE | SOUTHFIELD | MI | 48075 | NONE | NOT-FOR-PROFIT 501(C | GENERAL SUPPORT FOR MEDICAL RESPITE UNIT | $25,000 |
| SIX RIVERS REGIONAL LAND CONSERVANCY | |||||||
| PO BOX 80902 | ROCHESTER | MI | 48308 | NONE | NOT-FOR-PROFIT 501(C | GENERAL SUPPORT TO CONSERVE, SUSTAIN AND CONNECT NATURAL AREAS | $10,000 |
| UC SAN DIEGO FOUNDATION | |||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | NONE | NOT-FOR-PROFIT 501(C | ALS RESEARCH | $100,000 |
| WORD OF HONOR FUND | |||||||
| PO BOX 777 | BELLEVUE | ID | 83313 | NONE | NOT-FOR-PROFIT 501(C | FULFILL WISHES FOR CHILDREN OF A KILLED IN ACTION NAVY SEAL | $5,000 |
| ALLIANCE FOR THE GREAT LAKES | |||||||
| 150 N MICHIGAN AVE SUITE 700 | CHICAGO | IL | 60515 | NONE | NOT-FOR-PROFIT 501(C | GENERAL SUPPORT | $30,000 |
| ANIMAL SHELTER OF WOOD RIVER VALLEY | |||||||
| PO BOX 1496 | HAILEY | ID | 83333 | NONE | NOT-FOR-PROFIT 501(C | GENERAL SUPPORT | $5,000 |
| CENTER OF CLIMATE AND ENERGY SOLUTION | |||||||
| 3100 CLARENDON BLVD SUITE 800 | ARLINGTON | VA | 22201 | NONE | NOT-FOR-PROFIT 501(C | GENERAL SUPPORT | $10,000 |
| CORAL RESTORATION FOUNDATION | |||||||
| 89111 OVERSEAS HWY | TAVERNIER | FL | 33070 | NONE | NOT-FOR-PROFIT 501(C | GENERAL SUPPORT | $100,000 |
| DUCKS UNLIMITED | |||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38002 | NONE | NOT-FOR-PROFIT 501(C | GENERAL SUPPORT | $10,000 |
| FLOW | |||||||
| 153 1/2 E FRONT STREET 203C | TRAVERSE CITY | MI | 49684 | NONE | NOT-FOR-PROFIT 501(C | GENERAL SUPPORT | $10,000 |
| FRIENDS OF THE SAWTOOTH NATIONAL AVALANCHE | |||||||
| PO BOX 2669 | KETCHUM | ID | 83340 | NONE | NOT-FOR-PROFIT 501(C | GENERAL SUPPORT | $25,000 |
| GIRLS ON THE RUN OF SOUTHERN IDAHO | |||||||
| 1050 FOX ACRES RD | HAILEY | ID | 83333 | NONE | NOT-FOR-PROFIT 501(C | GENERAL SUPPORT | $5,000 |
| HEMINGWAY PARENTS AVX | |||||||
| PO BOX 298 | KETCHUM | ID | 83340 | NONE | NOT-FOR-PROFIT 501(C | GENERAL SUPPORT | $25,000 |
| OCEAN CLEANUP NORTH PACIFIC FOUNDATION | |||||||
| 8 WEST 40TH STREET 12TH FLOOR | NEW YORK | NY | 10018 | NONE | NOT-FOR-PROFIT 501(C | GENERAL SUPPORT | $100,000 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER STREET | OAKLAND | CA | 94612 | NONE | NOT-FOR-PROFIT 501(C | GENERAL SUPPORT | $10,000 |
| SOUTH OAKLAND SHELTER | |||||||
| 46150 WOODWARD AVE | PONTIAC | MI | 48342 | NONE | NOT-FOR-PROFIT 501(C | GENERAL SUPPORT | $20,000 |
| SUN VALLEY COMMUNITY SCHOOL INC | |||||||
| PO BOX 2118 | SUN VALLEY | ID | 83353 | NONE | NOT-FOR-PROFIT 501(C | GENERAL SUPPORT | $35,000 |
| THE INSTITUTE FOR ETHNOMEDICINE INC | |||||||
| PO BOX 3464 | JACKSON | WY | 83001 | NONE | NOT-FOR-PROFIT 501(C | GENERAL SUPPORT | $50,000 |
| THE SURFRIDER FOUNDATION | |||||||
| PO BOX 73550 | SAN CLEMENTE | CA | 92673 | NONE | NOT-FOR-PROFIT 501(C | GENERAL SUPPORT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,453,630 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,818 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $582,541 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $110,777 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $787,136 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $787,136 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN 2012 GC IRREVOCABLE TRUST GST NON EXEMPT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6100 SOUTHWEST BLVD 501 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $8,955 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $3,765 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,765 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NORTHERN TRUST | BondNm |
| EOY Book Value | $6,310,481 | EOYBookValueAmt |
| EOYFMV | $6,359,749 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NORTHERN TRUST | StockNm |
| EOY Book Value | $16,464,890 | EOYBookValueAmt |
| EOYFMV | $21,160,155 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NORTHERN TRUST | FMV | $995,244 | $1,119,065 |
| NORTHERN TRUST | FMV | $953,005 | $983,650 |
| NORTHERN TRUST | FMV | $500,000 | $500,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $173 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $173 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ESTIMATED TAX PAYMENTS/PRIOR YEAR TAX EXPENSE | Desc |
| Amt | $16,264 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $1,604 | $0 | $1,604 |
| INVESTMENT EXPENSES | $133,057 | $133,057 | $0 |
| TELEPHONE AND COMMUNICATION | $1,729 | $0 | $1,729 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $17,801 | Amt |
| Net Investment Income | $17,801 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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