THE MARTIN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE MARTIN FAMILY FOUNDATION (EIN 83-0335099)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-15
- IRS object ID
- 202031979349101383
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T12:27:46-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830327383 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LENHART MASON & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 WERNER COURT STE 200 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82601 | 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 | 830335099 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARTIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O LARRY BEAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MART | BusinessNameControlTxt |
| Phone | 3072687128 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 50190 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 826050190 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN MARTIN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3072687128 | PhoneNum |
| Signature | 2020-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LARRY GRAHAM | PreparerPersonNm |
| PTIN | P00249000 | PTIN |
| Phone | 3072347800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-22 | IPDt |
| IP Tm | 11:01:54 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1BAC320AD98EF9A2D38CDC6BC14B1D48D3C04F9D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 51382E417175EC27CB99EEF5CA4C8969D02B29F3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-02-16 14:24:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,196,490 | 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 | $1,100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,588 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,588 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $533,155 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $533,155 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,034,392 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,658,264 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,034,392 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,350 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,350 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,670,485 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,570,485 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $221,960 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $108,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $113,960 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $22,598 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $14,254 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,344 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $52 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $26 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $26 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,760 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $880 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $880 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $66,401 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $66,101 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $300 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35,540 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,503 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $7,969 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,427 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $23,156 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $11,578 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,578 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $25,663 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $25,663 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,930 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,831 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,099 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $432,487 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $221,173 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $190,819 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,347,125 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,347,125 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,779,612 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $221,173 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,537,944 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $890,873 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,349,312 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $170,384 | CashBOYAmt |
| Cash EOY | $1,260,113 | CashEOYAmt |
| Cash EOYFMV | $1,260,113 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $598,114 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $619,183 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $619,183 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $612 | AcctRcvblAmt |
| Acct Rcvbl EOY | $612 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $612 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $17,500 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $17,432 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $17,432 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $16,348,769 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,117,714 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,746,760 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,139,800 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,038,710 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,646,764 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,806,479 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $878,311 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $878,311 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $34,666 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,247 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $20,846 | LandBOYAmt |
| Land EOY | $15,419 | LandEOYAmt |
| Land EOYFMV | $15,419 | LandEOYFMVAmt |
| Other Assets BOY | $11,896 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,896 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,896 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $24,113,788 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,959,390 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,196,490 | 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 | $24,113,788 | RetainedEarningBOYAmt |
| Retained Earning EOY | $24,959,390 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,113,788 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,959,390 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,113,788 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,959,390 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,113,788 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $890,873 | ExcessRevenueOverExpensesAmt |
| Other Increases | $302 | OtherIncreasesAmt |
| Subtotal | $25,004,963 | SubtotalAmt |
| Other Decreases | $45,573 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,959,390 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,758,429 | $1,763,791 | -$5,362 | -$5,362 | |||
| PUBLICLY TRADED SECURITIES | $4,894,510 | $4,294,711 | $599,799 | $599,799 | |||
| HEALTHCARE SELECT SPDR | $285,909 | $100,055 | $185,854 | $185,854 | P | 2008-09-12 | 2019-03-18 |
| FIRST EAGLE OVERSEAS | $348,808 | $339,139 | $9,669 | $9,669 | P | 2011-03-11 | 2019-06-03 |
| PUBLICLY TRADED SECURITIES | $5,919,545 | $5,697,600 | $221,945 | $221,945 | |||
| PUBLICLY TRADED SECURITIES | $3,103,990 | $2,859,216 | $244,774 | $244,774 | |||
| APOLLO GLOBAL MGMT LLC | $241,735 | $255,311 | -$13,576 | -$13,576 | P | 2018-03-12 | 2019-01-18 |
| PUBLICLY TRADED SECURITIES | $2,990,712 | $2,884,270 | $106,442 | $106,442 | |||
| PUBLICLY TRADED SECURITIES | $820,566 | $760,495 | $60,071 | $60,071 | |||
| APOLLO GLOBAL MGMT LLC | $246,381 | $256,638 | -$10,257 | -$10,257 | P | 2018-03-12 | 2019-02-26 |
| YORK TOTAL ACCESS | $631,114 | $360,000 | $271,114 | $271,114 | P | 2008-03-01 | 2019-04-28 |
| YORK TOTAL ACCESS | $26,323 | $26,323 | $0 | $0 | P | 2008-03-01 | 2019-08-26 |
| YORK TOTAL ACCESS | $26,323 | $26,323 | $0 | $0 | P | 2008-03-01 | 2019-10-23 |
| CAPITAL GAINS DIVIDENDS | $363,919 | $363,919 | $363,919 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,034,392 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,430,896 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,015,700 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.126996 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,730,639 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $28,625,332 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.095392 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,086,526 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,554,761 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.112014 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,178,551 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $29,976,189 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.106036 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,900,129 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $28,396,045 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066915 | DistributionYr5Rt |
| Total Distribution | 0.507353 | TotalDistributionRt |
| Average Distribution | 0.101471 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $25,635,552 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,601,265 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $23,493 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,624,758 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,537,944 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $46,986 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $46,986 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $46,986 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,432 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,432 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $29,554 | 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 | WY | 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 | MARTINFAMILYFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | LARRY G BEAN | IndividualWithBooksNm |
| Phone | 3072687128 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 LANDMARK DRIVE | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82609 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN W MARTIN | ||||||||
| P O BOX 50190 | CASPER | WY | 86205 | DIRECTOR & PRESIDENT | 2.00 | $0 | $0 | $0 |
| MARI ANN MARTIN | ||||||||
| P O BOX 50190 | CASPER | WY | 86205 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| BRIAN J MARTIN | ||||||||
| P O BOX 50190 | CASPER | WY | 86205 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CINDY BEERS | ||||||||
| P O BOX 50190 | CASPER | WY | 86205 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| LARRY G BEAN | ||||||||
| P O BOX 50190 | CASPER | WY | 86205 | DIRECTOR | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LAURIE VIEIRA | ||||||||
| 1126 S GRANT | DENVER | CO | 80210 | EXECUTIVE DIRECTOR | 40.00 | $157,907 | $5,217 | $0 |
| ANGELA HELLWEG | ||||||||
| 34349 COLUMBINE TRAIL W | ELIZABETH | CO | 80107 | ASSISTANT | 40.00 | $64,053 | $17,381 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $24,497,993 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,527,948 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,025,941 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,025,941 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $390,389 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,635,552 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,281,778 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,281,778 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $46,986 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $46,986 | TotalTaxAmt |
| Distributable Before Adj | $1,234,792 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,234,792 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,234,792 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,537,944 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,537,944 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,537,944 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,234,792 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $538,329 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,697,086 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,715,942 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,334,190 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,110,247 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,395,794 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,537,944 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,234,792 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,303,152 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,698,946 | 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 | $538,329 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,160,617 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,697,086 | ExcessFromYear4Amt |
| Excess From Year3 | $1,715,942 | ExcessFromYear3Amt |
| Excess From Year2 | $1,334,190 | ExcessFromYear2Amt |
| Excess From Year1 | $2,110,247 | ExcessFromYear1Amt |
| Excess From Current Year | $1,303,152 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN W MARTIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR CHOICE IN EDUCATION | |||||||
| 1201 E COLFAX AVE SUITE 302 | DENVER | CO | 80218 | NONE | PC | FOUNDATION GRANTS | $150,000 |
| ALLIANCE OF DEFENDING FREEDOM | |||||||
| 15100 N 90TH STREET | SCOTTSDALE | AZ | 85260 | NONE | PC | GENERAL OPERATING GRANT | $5,000 |
| AMERICANS UNITED FOR LIFE | |||||||
| 655 15TH STREET NWSUITE 410 | WASHINGTON | DC | 20005 | NONE | PC | ROWE VS WADE PROGRAM | $25,000 |
| ARCHDIOCESE OF DENVER | |||||||
| 1300 S STEELE STREET | DENVER | CO | 802102599 | NONE | PC | HISPANIC MINISTRIES, IES POSITION PAYMENTS | $27,000 |
| ARMA DEI ACADEMY INC | |||||||
| 345 E WILDCAT RESERVE PRKWY | HIGHLANDS RANCH | CO | 80126 | NONE | PC | CAPITAL CAMPAIGN | $100,000 |
| ARRUPE JESUIT HIGH SCHOOL | |||||||
| 4343 UTICA STREET | DENVER | CO | 80212 | NONE | PC | GENERAL SUPPORT | $100,000 |
| BELLA NATURAL WOMEN'S CARE | |||||||
| 180 E HAMPDENSUITE 100 | ENGLEWOOD | CO | 80113 | NONE | PC | FOUNDATION GRANT | $108,250 |
| BOYS & GIRLS CLUB OF YELLOWSTONE COUNTY | |||||||
| 505 ORCHARD LANE | BILLINGS | MT | 59101 | NONE | PC | BACK A KID PROGRAM, FOUNDATION GRANT | $32,500 |
| CAMP WOJTYLA | |||||||
| P O BOX 528 | BERTHOUD | CO | 80513 | NONE | PC | FOUNDATION MATCHING GRANT | $10,000 |
| CAPITOL HILL COMMUNITY SERVICES | |||||||
| 4000 E QUINCY AVENUE | ENGLEWOOD | CO | 80113 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 |
| CAPUCHIN PROVINCE OF MID-AMERICA | |||||||
| 3613 WYANDOT STREET | DENVER | CO | 80211 | NONE | PC | FOUNDATION GRANT - YEAR 2 | $135,000 |
| CARMELITE SISTERS MOST SACRED HEART | |||||||
| 920 E ALHAMBRA ROAD | ALHAMBRA | CA | 91801 | NONE | PC | IN TAHNKS FOR AMAZING PARISH ATTENDANCE | $10,000 |
| CARROLL COLLEGE | |||||||
| 1601 N BENTON | HELENA | MT | 59625 | NONE | PC | CATHOLIC STUDIES PROGRAM GRANT | $22,000 |
| CASPER YOUTH FOR CHRIST | |||||||
| 353 WEST A STREET | CASPER | WY | 82601 | NONE | PC | LOVE IN ACTION & GOSPAL OUTREACH | $25,000 |
| CATHOLIC CHARITIES & COMMUNITY SERVICES | |||||||
| 4045 PECOS STREET | DENVER | CO | 80211 | NONE | PC | ST RAPHAEL COUNSELING, MARISOL HEALTH | $60,000 |
| CATHOLICVOTE EDUCATION FUND | |||||||
| P O BOX 2709 | CHICAGO | IL | 60690 | NONE | PC | MIDWEST MOBILIZATION PROJECT | $50,000 |
| CHAD VARGO MINISTRIES | |||||||
| 9701 E BELL ROAD | SCOTTSDALE | AZ | 85252 | NONE | PC | IF YOU ONLY KNEW BOOKS | $10,000 |
| CHILD EVANGELISM FELLOWSHIP OF WYOMING | |||||||
| P O BOX 801 | THERMOPOLIS | WY | 82443 | NONE | PC | CAMP PROJECT, CHRISTMAS ACROSS AMERICA PROJECT | $6,250 |
| CHRIST IN THE CITY | |||||||
| 609 W 6TH AVENUE | DENVER | CO | 80204 | NONE | PC | GENERAL OPERATIONS, FOUNDATION GRANT | $45,000 |
| COLORADO CATHOLIC RETREATS | |||||||
| 14002 W 87TH DRIVE | ARVADA | CO | 80005 | NONE | PC | SCHOLARSHIPS FOR MEN & WOMENS RETREATS | $10,000 |
| COMMUNITY LEADERSHIP & DEVELOPMENT | |||||||
| P O BOX 3381 | BILLINGS | MT | 59103 | NONE | PC | HANNAH HOUSE GRANT, YOUTH WORKS GRANT | $85,000 |
| CREATIO | |||||||
| 3290 W MILAN AVENUE | ENGLEWOOD | CO | 80110 | NONE | PC | PILGRIMAGE SHCOLARSHIPS | $10,000 |
| DAVE THOMAS FOUNDATION FOR ADOPTION | |||||||
| 716 MT AIRYSHIRE BLVD SUITE 100 | COLUMBUS | OH | 43235 | NONE | PC | GENERAL OPERATING GRANT FOR MONTANA CHAPTER | $2,500 |
| DENVER DREAM CENTER | |||||||
| 8654 ELDRIDGE STREET | ARVADA | CO | 80005 | NONE | PC | OPERATING EXPENSES FOR SUMMER PROGRAMS | $20,000 |
| ESCUELA DE GUADALUPE | |||||||
| 3401 PECOS | DENVER | CO | 80211 | NONE | PC | FOUNDATION GRANT | $50,000 |
| FAITHBRIDGE | |||||||
| 789 SHERMAN STREET SUITE 250 | DENVER | CO | 80203 | NONE | PC | MATCHING GRANT | $15,000 |
| FAMILY SERVICE INC | |||||||
| P O BOX 1020 | BILLINGS | MT | 59103 | NONE | PC | BUILDING CAMPAIGNE, FOUNDATION GRANT | $72,000 |
| FATHER WOODY'S HAVEN OF HOPE | |||||||
| 1101 WEST 7TH AVENUE | DENVER | CO | 80204 | NONE | PC | GENERAL OPERATION SUPPOT, FOUNDATION GRANT | $60,000 |
| FRASSATI SPORTS & ADVENTURES | |||||||
| P O BOX 19604 | DENVER | CO | 80219 | NONE | PC | GENERAL OPERATING, PROGRAM EXPANSION, MATCHING GRANT | $30,000 |
| GRACE MONTESSORI ACADEMY | |||||||
| 125 N 25TH STREET WEST | BILLINGS | MT | 59106 | NONE | PC | FOUNDATION GRANT | $25,000 |
| HAITI OUTREACH MINISTRIES | |||||||
| P O BOX 97 | DOSWELL | VA | 230470097 | NONE | PC | CLINIC OPERATION, FOOD & SUPPLIES, FOUNDATION GRANT | $118,750 |
| HORSES SPIRITS HEALING INC | |||||||
| 7256 HIGHWAY 3 | BILLINGS | MT | 59106 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| INSTITUTE FOR CATHOLIC LIBERAL EDUCATION | |||||||
| P O BOX 4638 | VENTURA | CA | 93007 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| INTERCESSORS OF THE TRINTY | |||||||
| P O BOX 712 | EVERGREEN | CO | 80437 | NONE | PC | GENERAL OPERATING GRANT | $25,000 |
| LIFE PERSPECTIVES | |||||||
| P O BOX 600533 | SAN DIEGO | CA | 92160 | NONE | PC | FOUNDATION GRANT | $35,000 |
| MARRIAGE MISSIONARIES | |||||||
| 12577 N 2ND STREET | PARKER | CO | 80134 | NONE | PC | GENERAL OPERATING GRANT | $5,000 |
| NOTMYKID INC | |||||||
| 5230 E SHEA BLVD | SCOTTSDALE | AZ | 85254 | NONE | PC | SCHOLARSHIP SUPPORT | $10,000 |
| NOTRE DAME PREPARATORY HIGH SCHOOL | |||||||
| 9701 E BELL ROAD | SCOTTSDALE | AZ | 85260 | NONE | PC | CHAPEL RENOVATIONS, MATCHING GRANT | $110,000 |
| OUR LADY OF LOURDES CATHOLIC SCHOOL | |||||||
| 2256 S LOGAN STREET | DENVER | CO | 80210 | NONE | PC | TUITION GRANT,CAPITAL IMPROVE & DEV DIRECTOR GRANT | $104,375 |
| PILGRIM PROJECT FOUNDATION | |||||||
| 460 NEW YORK AVENUE 607 | WASHINGTON | DC | 20001 | NONE | PC | SCHOLARSHIP SUPPORT | $2,500 |
| PRINCE OF PEACE PRESCHOOL | |||||||
| 2300 E 15TH STREET | CASPER | WY | 82609 | NONE | PC | TUITION ASSISTANCE | $5,000 |
| REAL LIFE CATHOLIC | |||||||
| 6060 S SYRACUSE WAY STE 150 | GREENWOOD VILLAGE | CO | 80111 | NONE | PC | THANK YOU FOR AMAZING PARISH KEYNOTE SPEAKER | $5,000 |
| ROAD TO PURITY | |||||||
| 7161 DEFRAME CT | ARVADA | CO | 80004 | NONE | PC | FOUNDATION GRANT | $10,000 |
| SACRED HEART HOUSE OF DENVER | |||||||
| 2844 LAWRENCE STREET | DENVER | CO | 80205 | NONE | PC | GENERAL OPERATIONS, MATCHING GRANT | $25,000 |
| SEEDS OF HOPE | |||||||
| 3801 E FLORIDA AVENUE 909 | DENVER | CO | 80210 | NONE | PC | TUITION ASSISTANCE | $225,000 |
| SISTERS OF LIFE | |||||||
| 2771 ZENOBIA | DENVER | CO | 80212 | NONE | PC | GENERAL OPERATIONS & MATCHING GRANT | $40,000 |
| SOUTH PACIFIC CHRISTIAN CAMPS INC | |||||||
| P O BOX 1137 | HAPEAU | HI | 96755 | NONE | PC | GRANT FOR CAPITAL IMPROVEMENTS | $10,000 |
| ST GEORGE'S CATHOLIC CHURCH | |||||||
| P O BOX 10 | POST FALLS | ID | 83877 | NONE | PC | TUTORING GRANT | $5,000 |
| ST JOSEPH SCHOOL | |||||||
| 127 N HOWES STREET | FT COLLINS | CO | 80521 | NONE | PC | TUITION GRANT | $25,000 |
| ST ROSA OF LIMA | |||||||
| 1345 W DAKOTA AVE | DENVER | CO | 80223 | NONE | PC | GRANT FOR SCHOOL IMPROVEMENTS | $11,000 |
| THE ALEXANDER HOUSE | |||||||
| P O BOX 529107 | SAN ANTONIO | TX | 78259 | NONE | PC | PROGRAM GRANTS | $5,000 |
| THE VINE FOUNDATION | |||||||
| 6160 S SYRACUSE WAY 220B | GREENWOOD VILLAGE | CO | 80111 | NONE | PC | PROGRAM SUPPORT GRANTS | $100,000 |
| WYOMING RESCUE MISSION | |||||||
| P O BOX 230 | CASPER | WY | 82602 | NONE | PC | CAPITAL CAMPAIGN GRANTS | $125,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,347,125 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARCHDIOCESE OF DENVER-HISPANIC MINISTRY | |||||||
| 1300 S STEELE STREET | DENVER | CO | 80210 | NONE | PC | HISPANIC MINISTRY GRANT | $10,000 |
| ARMA DEI ACADEMY INC | |||||||
| 345 E WILDCAT RESERVE PRKWY | HIGHLANDS RANCH | CO | 80126 | NONE | PC | EDUCATIONAL GRANT | $100,000 |
| ARRUPE JESUIT HIGH SCHOOL | |||||||
| 4343 UTICA STREET | DENVER | CO | 80212 | NONE | PC | EDUCATIONAL GRANT | $100,000 |
| BILLINGS CATHOLIC SCHOOLS FOUNDATION | |||||||
| P O BOX 31158 | BILLINGS | MT | 591011158 | NONE | PC | EDUCATION GRANT | $100,000 |
| CAMP WOJTYLA | |||||||
| P O BOX 528 | BERTHOUD | CO | 80513 | NONE | PC | EVANGELISM PROGRAM GRANT | $15,000 |
| CAPUCHIN PROVINCE OF MID-AMERICA | |||||||
| 3613 WYANDOT STREET | DENVER | CO | 80211 | NONE | PC | EVANGELISM PROGRAM GRANT | $135,000 |
| CARROLL COLLEGE | |||||||
| 1801 N BENTON | HELENA | MT | 59625 | NONE | PC | EDUCATION GRANT | $89,000 |
| CHASTITY PROJECT- | |||||||
| 10712 N 138TH WAY | SCOTTSDALE | AZ | 85259 | NONE | PC | PROGRAM GRANT | $135,000 |
| HAITI OUTREACH MINISTRIES | |||||||
| P O BOX 97 | DOSWELL | VA | 230470097 | NONE | PC | EDUCATION GRANT | $150,000 |
| HIGHLIGHT CATHOLIC MINISTRIES | |||||||
| P O BOX 19684 | DENVER | CO | 80219 | NONE | PC | EVANGELISM GRANT, | $25,000 |
| LIVE ACTION | |||||||
| 2222 WILSON BLVD SUITE 012 | ARLINGTON | VA | 22201 | NONE | PC | PROGRAM & OPERATING GRANT | $75,000 |
| NOTRE DAME PREPARATORY HIGH SCHOOL | |||||||
| 9701 E BELL ROAD | SCOTTSDALE | AZ | 852062125 | NONE | PC | EDUCATION GRANT | $100,000 |
| OUR LADY OF LOURDES CATHOLIC SCHOOL | |||||||
| 2256 S LOGAN STREET | DENVER | CO | 82010 | NONE | PC | EDUCATIONAL GRANT | $4,375 |
| SEEDS OF HOPE | |||||||
| 3801 E FLORIDA 909 | DENVER | CO | 80210 | NONE | PC | EDUCATIONAL GRANT | $150,000 |
| ST VINCENT HEALTHCARE FOUNDATION | |||||||
| 1106 N 30TH STREET | BILLINGS | MT | 59101 | NONE | PC | FUNDING FOR PEDIATRIC CLINIC | $100,000 |
| WYOMING RESCUE MISSION | |||||||
| P O BOX 230 | CASPER | WY | 82602 | NONE | PC | PROGRAM GRANT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,388,375 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,588 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $533,155 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,591,588 | ExclusionAmt |
| Related Or Exempt Function Incm | $442,804 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| APOLLO GLOBAL MNGMT LLC | 01 | $1 |
| APOLLO GLOBAL MNGMT LLC | 01 | $3 |
| LONGPOINT MINERALS II | 15 | $1,350 |
| PRIOR YEAR ADJUST | 15 | -$4 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,127,681 | ExclusionAmt |
| Related Or Exempt Function Incm | $442,804 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,570,485 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | N/A |
| 4 | N/A |
| 8 | N/A |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JOHN MARTIN | ||||||
| 1 | P O BOX 50190 | CASPER | WY | 826050190 | $1,000,000 | Yes (X) |
| THE CATHOLIC FOUNDATION | ||||||
| 2 | 6160 SOUTH SYRACUSE WAY SUITE 211 | GREENWOOD VILLAGE | CO | 80111 | $100,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,760 | Amt |
| Net Investment Income | $880 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $880 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| COMPUTER | 2011-03-23 | $2,680 | $2,680 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| WEBSITE | 2016-09-28 | $15,000 | $7,500 | SL | 5.000000000000 | $3,000 | $0 | $3,000 |
| RECEPTION STATION | 2017-03-20 | $16,986 | $3,640 | SL | 7.000000000000 | $2,427 | $0 | $2,427 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS - SCHD E | $4,555,600 | $4,868,954 |
| CORPORATE BONDS - SCHD C | $2,600,000 | $2,762,920 |
| CORPORATE BONDS-SCHD H | $2,650,000 | $2,781,780 |
| FOCUS BONDS-COUGHLIN | $233,110 | $233,110 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK-SCHD A | $3,185,820 | $3,306,211 |
| MUTUAL FUNDS - SCHD B | $5,126,921 | $6,968,498 |
| CORPORATE STOCK - SCHD D | $1,836,872 | $2,084,277 |
| MUTUAL FUNDS - SCHD F | $1,250,021 | $1,597,629 |
| CORPORATE STOCK - SCHD G | $718,080 | $790,145 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN YORK TOTAL ACCESS LTD | AT COST | $87,354 | $87,354 |
| LONGPOINT MINERALS II LLC | AT COST | $790,957 | $790,957 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER | $2,680 | $2,680 | $0 |
| WEBSITE | $15,000 | $10,500 | $4,500 |
| RECEPTION STATION | $16,986 | $6,067 | $10,919 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $52 | LegalFeesAmt |
| Net Investment Income | $26 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $26 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OFFICE RENTAL DEPOSIT | $1,896 | $1,896 | $1,896 |
| INSURANCE RESERVE | $10,000 | $10,000 | $10,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENTS DUE TO 2018 NON-DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $45,573 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $360 | $180 | $0 | $180 |
| ANNUAL DUES | $14,054 | $0 | $0 | $14,054 |
| COMPUTER EXPENSES | $4,800 | $2,400 | $0 | $2,400 |
| INSURANCE | $1,741 | $870 | $0 | $871 |
| OFFICE SUPPLIES | $1,727 | $864 | $0 | $863 |
| COPIER LEASE EXPENSE | $5,733 | $2,867 | $0 | $2,866 |
| LICENSE & PERMITS | $1,130 | $565 | $0 | $565 |
| MARKETING | $214 | $0 | $0 | $214 |
| POSTAGE | $171 | $85 | $0 | $86 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| APOLLO GLOBAL MNGMT LLC | $1 | $1 | $0 |
| APOLLO GLOBAL MNGMT LLC | $3 | $3 | $0 |
| LONGPOINT MINERALS II | $1,350 | $1,350 | $0 |
| PRIOR YEAR ADJUST | -$4 | -$4 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS BASIS ADJUSTMENTS | Desc |
| Amt | $302 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $66,101 | $66,101 | $0 | $0 |
| WEB FEES | $300 | $0 | $0 | $300 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $15,068 | $0 | $0 | $0 |
| FOREIGN TAX W/H | $3,758 | $3,758 | $0 | $0 |
| STATE REPORTING TAX | $37 | $0 | $0 | $37 |
| PAYROLL TAXES | $15,579 | $7,647 | $0 | $7,932 |
| LONGPOINT STATE TAXES | $1,098 | $1,098 | $0 | $0 |
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