THE MARTIN FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE MARTIN FAMILY FOUNDATION (EIN 83-0335099)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201821349349101662
- Schema version
- 2017v2.2
- 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
- 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 Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T10:12:18-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICK MASON | PreparerPersonNm |
| PTIN | P00073068 | PTIN |
| Phone | 3072347800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.88.135.82 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-11 | IPDt |
| IP Tm | 09:23:06 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 22BBCD635668B34B248DD68F842C775EACC32D87 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1F2C10D47267774AB6D05E5002618966F9162D56 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,837,913 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $701 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $701 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $495,546 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $495,546 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,476,914 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,720,278 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,476,914 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $23,316 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $23,316 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,996,477 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,996,477 | 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 | $206,228 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $99,700 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $106,528 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $48,984 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $26,586 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $22,398 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,969 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,485 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,484 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,417 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $708 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $709 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $92,641 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $92,635 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,784 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,454 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $7,732 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,213 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $24,214 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $12,107 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,107 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,466 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,466 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $63,466 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,878 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $55,588 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $473,382 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $255,553 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $210,018 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,538,030 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,538,030 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,011,412 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $255,553 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,748,048 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,014,935 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,740,924 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $226,311 | CashBOYAmt |
| Cash EOY | $322,559 | CashEOYAmt |
| Cash EOYFMV | $322,559 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,170,695 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,472,261 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,472,261 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $20,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $16,423 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $16,423 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $18,390,847 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,551,219 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,511,491 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,950,600 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,959,800 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,399,412 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $555,430 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $909,686 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,077,598 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $34,666 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,393 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $13,500 | LandBOYAmt |
| Land EOY | $26,273 | LandEOYAmt |
| Land EOYFMV | $26,273 | LandEOYFMVAmt |
| Other Assets BOY | $11,896 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,896 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,896 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,339,279 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,270,117 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,837,913 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $150 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $150 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $26,339,129 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,270,117 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,339,129 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,270,117 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,339,279 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,270,117 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,339,129 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,014,935 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,866 | OtherIncreasesAmt |
| Subtotal | $25,331,060 | SubtotalAmt |
| Other Decreases | $60,943 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,270,117 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| STOCK SETTLEMENT | P | 2008-02-15 | 2018-12-27 | $84 | $84 | $84 | |
| PUBLICLY TRADED SECURITIES | $123,087 | -$1,907 | -$1,907 | $124,994 | |||
| PUBLICLY TRADED SECURITIES | $5,155,740 | $503,333 | $503,333 | $4,652,407 | |||
| PUBLICLY TRADED SECURITIES | $852,161 | $370,719 | $370,719 | $481,442 | |||
| PUBLICLY TRADED SECURITIES | $2,906,986 | $6,986 | $6,986 | $2,900,000 | |||
| ML WINSTON FUTURESACCESSLLC | P | $693 | $693 | $693 | |||
| ML WINSTON FUTURESACCESSLLC | P | $2,351 | $2,351 | $2,351 | |||
| PUBLICLY TRADED SECURITIES | $352,823 | $25,443 | $25,443 | $327,380 | |||
| PUBLICLY TRADED SECURITIES | $1,284,064 | -$23,705 | -$23,705 | $1,307,769 | |||
| PUBLICLY TRADED SECURITIES | $1,417,129 | $181,575 | $181,575 | $1,235,554 | |||
| PUBLICLY TRADED SECURITIES | $716,929 | $41,727 | $41,727 | $675,202 | |||
| APPOLLO GLOBAL MGMT LLC | P | 2017-02-28 | 2017-11-15 | $520,626 | -$4,020 | -$4,020 | $524,646 |
| NUSTAR ENERGY | P | 2016-11-17 | 2017-06-20 | $262,640 | $12,640 | $12,640 | $250,000 |
| TARGA RESOURCES LP | P | 2015-10-07 | 2017-05-31 | $272,943 | $24,818 | $24,818 | $248,125 |
| APPOLLO GLOBAL MGMT LLC | P | 2017-02-28 | 2017-11-15 | $289,335 | $23,490 | $23,490 | $265,845 |
| NUSTAR ENERGY LP | P | 2017-04-25 | 2017-05-31 | $255,194 | $5,194 | $5,194 | $250,000 |
| CAPITAL GAINS DIVIDENDS | P | $307,493 | $307,493 | $307,493 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,476,914 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,086,526 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,554,761 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.112014 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,178,551 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $29,976,189 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.106036 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,900,129 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $28,396,045 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066915 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,264,906 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,291,566 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.086146 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,847,677 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $22,927,889 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.080586 | DistributionYr5Rt |
| Total Distribution | 0.451697 | TotalDistributionRt |
| Average Distribution | 0.090339 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $28,625,332 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,585,984 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17,409 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,603,393 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,748,048 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $17,409 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,409 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,409 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,423 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,423 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $986 | 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 |
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 | $148,867 | $25,674 | $0 |
| ANGELA HELLWEG | ||||||||
| 8330 N SUNDOWN TRAIL | PARKER | CO | 80134 | ASSISTANT | 40.00 | $57,361 | $23,310 | $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 | $26,594,835 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,466,416 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,061,251 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,061,251 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $435,919 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,625,332 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,431,267 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,431,267 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,409 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,409 | TotalTaxAmt |
| Distributable Before Adj | $1,413,858 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,413,858 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,413,858 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,748,048 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,748,048 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $17,409 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,730,639 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,413,858 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $729,091 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $977,342 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $538,329 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,697,086 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,715,942 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,657,790 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,748,048 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,413,858 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,334,190 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,991,980 | 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 | $729,091 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,262,889 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $977,342 | ExcessFromYear4Amt |
| Excess From Year3 | $538,329 | ExcessFromYear3Amt |
| Excess From Year2 | $1,697,086 | ExcessFromYear2Amt |
| Excess From Year1 | $1,715,942 | ExcessFromYear1Amt |
| Excess From Current Year | $1,334,190 | 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 (60 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 | SCHOLARSHIPS | $175,000 |
| AMERICANS UNITED FOR LIFE | |||||||
| 655 15TH STREET NW SUITE 410 | WASHINGTON | DC | 20005 | NONE | PC | SCHOLARSHIPS | $50,000 |
| ARCHDIOCESE OF DENVER | |||||||
| 1300 S STEELE STREET | DENVER | CO | 802102599 | NONE | PC | OPERATING GRANT | $103,500 |
| ARMA DEI ACADEMY INC | |||||||
| 345 E WILDCAT RESERVE PRKWY | HIGHLANDS RANCH | CO | 80126 | NONE | PC | TUITION ASSISTANCE | $25,000 |
| ARRUPE JESUIT HIGH SCHOOL | |||||||
| 4343 UTICA STREET | DENVER | CO | 80212 | NONE | PC | PROGRAM GRANT | $134,000 |
| BELLA NATURAL WOMEN'S CARE | |||||||
| 180 E HAMPDENSUITE 100 | ENGLEWOOD | CO | 80113 | NONE | PC | GENERAL OPERATIONS | $63,250 |
| BILLINGS CATHOLIC SCHOOLS FOUNDATION | |||||||
| P O BOX 31158 | BILLINGS | MT | 591011158 | NONE | PC | DEVELOPMENT PLANNING & LEADERSHIP PROGRAM | $230,000 |
| BOYS & GIRLS CLUB OF YELLOWSTONE COUNTY | |||||||
| 505 ORCHARD LANE | BILLINGS | MT | 59101 | NONE | PC | PROGRAM DEVELOPMENT | $50,000 |
| CAMP WOJTYLA | |||||||
| P O BOX 528 | BERTHOUD | CO | 80513 | NONE | PC | FOUNDATION GRANT | $10,000 |
| CAPITOL HILL COMMUNITY SERVICES | |||||||
| 4000 E QUINCY AVENUE | ENGLEWOOD | CO | 80113 | NONE | PC | HOMELESS MEAL PROGRAM & OPERATING SUPPORT | $40,000 |
| CAPUCHIN PROVINCE OF MID-AMERICA | |||||||
| 3613 WYANDOT STREET | DENVER | CO | 80211 | NONE | PC | VOCATION SUPPORT | $114,000 |
| CARMELITE SISTERS MOST SACRED HEART | |||||||
| 920 E ALHAMBRA ROAD | ALHAMBRA | CA | 91801 | NONE | PC | HONORARIUM | $5,000 |
| CASPER YOUTH FOR CHRIST | |||||||
| 353 WEST A STREET | CASPER | WY | 82601 | NONE | PC | LOVE IN ACTION & BUILDING MAINTENANCE | $25,000 |
| CATHOLIC CHARITIES & COMMUNITY SERVICES | |||||||
| 4045 PECOS STREET | DENVER | CO | 80211 | NONE | PC | PROGRAM SUPPORT | $25,000 |
| CATHOLIC CHARITIES-MARISOL HOMES | |||||||
| P O BOX 100728 | DENVER | CO | 802500728 | NONE | PC | PROGRAM GRANT | $56,000 |
| CENTRO SAN JUAN DIEGO | |||||||
| 2830 LAWRENCE STREET | DENVER | CO | 80205 | NONE | PC | HISPANIC MINISTRY | $20,000 |
| CHILD EVANGELISM FELLOWSHIP OF WYOMING | |||||||
| P O BOX 801 | THERMOPOLIS | WY | 82443 | NONE | PC | CAMP SCHOLARSHIPS & PROGRAM SUPPORT | $6,500 |
| CHRIST IN THE CITY | |||||||
| 609 W 6TH AVENUE | DENVER | CO | 80204 | NONE | PC | GENERAL OPERATIONS & HONORARIUM | $27,500 |
| CHRIST THE BRIDEGROOM | |||||||
| 17485 MUMFORD ROAD | BURTON | OH | 44021 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| COLORADO CATHOLIC RETREATS | |||||||
| 14002 W 87TH DRIVE | ARVADA | CO | 80005 | NONE | PC | OPERATING PROGRAM GRANT | $5,000 |
| COMMUNITY OF HOPE CHURCH | |||||||
| 520 S WALNUT STREET | CASPER | WY | 82601 | NONE | PC | SUMMER PROGRAM SUPPORT | $5,000 |
| CROSS CATHOLIC OUTREACH CENTER | |||||||
| P O BOX 97168 | WASHINGTON | DC | 20077 | NONE | PC | MISSION PROJECT | $2,500 |
| DAVE THOMAS FOUNDATION FOR ADOPTION | |||||||
| 716 MT AIRYSHIRE BLVD SUITE 100 | COLUMBUS | OH | 43235 | NONE | PC | GENERAL OPERATING GRANT | $2,500 |
| DENVER DREAM CENTER | |||||||
| 8654 ELDRIDGE STREET | ARVADA | CO | 80005 | NONE | PC | MINISTRY GRANTS | $40,000 |
| DENVER STREET SCHOOL | |||||||
| P O BOX 140069 | DENVER | CO | 80211 | NONE | PC | DISCRETIONARY GRANT | $15,000 |
| DOMINICAN HOME HEALTHCARE AGENCY | |||||||
| 2501 GAYLORD STREET | DENVER | CO | 80205 | NONE | PC | ADHERENCE PROJECT | $25,000 |
| EAST MIDDLE SCHOOL | |||||||
| 15701 EAST 1ST AVENUE SUITE 106 | AURORA | CO | 80011 | NONE | PC | PROGRAM GRANT | $3,500 |
| ESCUELA DE GUADALUPE | |||||||
| 3401 PECOS | DENVER | CO | 80211 | NONE | PC | SCHOLARSHIP & CAPITAL CAMPAIGN MATCHING GRANT | $150,000 |
| FAMILY SERVICE INC | |||||||
| P O BOX 1020 | BILLINGS | MT | 59103 | NONE | PC | OPERATING GRANT | $75,000 |
| FATHER WOODY'S HAVEN OF HOPE | |||||||
| 1101 WEST 7TH AVENUE | DENVER | CO | 80204 | NONE | PC | GENERAL OPERATIONS | $9,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES-MONTANA | |||||||
| 526 SADLER ROAD | HELENA | MT | 59602 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| FRASSATI SPORTS & ADVENTURES | |||||||
| P O BOX 19604 | DENVER | CO | 80219 | NONE | PC | GENERAL OPERTIONS | $7,500 |
| FRIENDS OF CASA HOGAR | |||||||
| 410 NEVADA WAY SUITE 100 | BOULDER CITY | NV | 89005 | NONE | PC | CONSTRUCTION CHALLENGE GRANT | $5,000 |
| GRACE MONTESSORI ACADEMY | |||||||
| 125 N 25TH STREET WEST | BILLINGS | MT | 59106 | NONE | PC | SCHOLARSHIPS | $25,000 |
| HAITI OUTREACH MINISTRIES | |||||||
| P O BOX 97 | DOSWELL | VA | 230470097 | NONE | PC | BUILDING FUND & CLINIC OPERATION | $155,000 |
| HOLY CROSS CENTER | |||||||
| 1030 N LINCOLN | CASPER | WY | 82601 | NONE | PC | FOOD BANK DONATION | $4,000 |
| 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 | MATCHING GRANT | $2,500 |
| INTERCESSORS OF THE TRINITY | |||||||
| P O BOX 712 | EVERGREEN | CO | 80437 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| LAVIE | |||||||
| P O BOX 80146 | BILLINGS | MT | 59108 | NONE | PC | PROGRAM GRANT | $5,000 |
| LEARNING ALLY | |||||||
| 20 ROSZEL ROAD | PRINCETON | NJ | 08540 | NONE | PC | PROGRAM MAINTENANCE GRANT | $15,000 |
| LIFE PERSPECTIVES | |||||||
| P O BOX 600533 | SAN DIEGO | CA | 92160 | NONE | PC | MENTAL HEALTH GRANT | $50,000 |
| LIFE TEEN | |||||||
| 9 THE PINES CT SUITE C | ST LOIUS | MO | 63141 | NONE | PC | PROGRAM GRANT | $40,000 |
| LITTLE SISTERS OF THE POOR MULLEN HOME | |||||||
| 3629 W 29TH AVENUE | DENVER | CO | 80211 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| LIVE ACTION | |||||||
| 2222 WILSON BLVD SUITE 012 | ARLINGTON | VA | 22201 | NONE | PC | RESEARCH & DATA GRANT | $50,000 |
| OUR LADY OF LOURDES CATHOLIC SCHOOL | |||||||
| 2256 S LOGAN STREET | DENVER | CO | 80210 | NONE | PC | SCHOLARSHIPS & DEV DIRECTOR GRANT | $82,500 |
| OUR LADY OF LOURDES | |||||||
| 2200 S LOGAN STREET | DENVER | CO | 80210 | NONE | PC | FOOD BANK DONATION | $2,500 |
| PRINCE OF PEACE PRESCHOOL | |||||||
| 2300 E 15TH STREET | CASPER | WY | 82609 | NONE | PC | TUITION ASSISTANCE | $5,000 |
| SEEDS OF HOPE | |||||||
| 3801 E FLORIDA AVENUE 909 | DENVER | CO | 80210 | NONE | PC | TUITION ASSISTANCE | $280,000 |
| SISTERS OF LIFE NEW YORK | |||||||
| 38 MONTEBELLO ROAD | SUFFERN | NY | 10901 | NONE | PC | SUPPORT PROGRAM GRANT | $5,000 |
| SISTERS OF LIFE | |||||||
| 2771 ZENOBIA | DENVER | CO | 80212 | NONE | PC | GENERAL OPERATIONS & PROGRAM GRANT | $40,000 |
| SOPHIA INSTITUTE | |||||||
| P O BOX 5284 | MANCHESTER | NH | 03108 | NONE | PC | CIRRICULUM PROGRAM & MATCHING GRANT | $90,780 |
| ST ANTHONY'S TRI-PARISH SCHOOL | |||||||
| 218 E 7TH STREET | CASPER | WY | 82601 | NONE | PC | TUITION ASSISTANCE | $50,000 |
| ST BERNADETTE CATHOLIC SCHOOL | |||||||
| 100 UPHAM STREET | LAKEWOOD | CO | 80214 | NONE | PC | UNRESTRICTED GRANT | $5,000 |
| ST JOSEPH SCHOOL | |||||||
| 127 N HOWES STREET | FT COLLINS | CO | 80521 | NONE | PC | MATCHING GRANT | $15,000 |
| STARS & STRIPES CHILDREN'S FOUNDATION | |||||||
| P O BOX 7572 | LAGUNA NIGUEL | CA | 92607 | NONE | PC | SCHOLARSHIP GRANT | $10,000 |
| TENNYSON CENTER FOR CHILDREN | |||||||
| 2950 TENNYSON STREET | DENVER | CO | 80212 | NONE | PC | PROGRAM GRANT | $5,000 |
| THE LYONHEARTED FOUNDATION | |||||||
| P O BOX 30 | ALPINE | CA | 91903 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| WYOMING CATHOLIC COLLEGE | |||||||
| 306 MAIN STREET | LANDER | WY | 82520 | NONE | PC | SCHOLARSHIP PROGRAM | $25,000 |
| WYOMING RESCUE MISSION | |||||||
| P O BOX 230 | CASPER | WY | 82602 | NONE | PC | GENERAL OPERATIONS & TRANSFORMATION GRANT | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,538,030 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALTERNATIVES PREGNANCY CENTER | |||||||
| 1440 BLAKE STREET 200 | DENVER | CO | 80202 | NONE | PC | MATCHING GRANT | $35,000 |
| ARCHDIOCESE OF DENVER | |||||||
| 1300 S STEELE STREET | DENVER | CO | 80210 | NONE | PC | MULTIYEAR GRANT | $99,750 |
| ARRUPE JESUIT HIGH SCHOOL | |||||||
| 4343 UTICA STREET | DENVER | CO | 80212 | NONE | PC | TUITION ASSISTANCE-MATCHING GRANT | $100,000 |
| BELLA NATURAL WOMEN'S CARE | |||||||
| 180 E HAMPDENSUITE 100 | ENGLEWOOD | CO | 80113 | NONE | PC | DIRECTOR GRANT | $74,750 |
| BILLINGS CATHOLIC SCHOOLS FOUNDATION | |||||||
| P O BOX 31158 | BILLINGS | MT | 59101 | NONE | PC | CAPITAL CAMPAIGN GRANT | $100,000 |
| CAPITOL HILL COMMUNITY SERVICES | |||||||
| 4000 E QUINCY AVENUE | ENGLEWOOD | CO | 80113 | NONE | PC | SERVICES TO POOR MEAL PROGRAM | $20,000 |
| COMMUNITY LEADERSHIP & DEVELOPMENT | |||||||
| P O BOX 3381 | BILLINGS | MT | 59103 | NONE | PC | PROGRAM GRANT | $50,000 |
| FAMILY SERVICE INC | |||||||
| P O BOX 1020 | BILLINGS | MT | 59103 | NONE | PC | CAPITAL CAMPAIGN | $50,000 |
| FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS | |||||||
| P O BOX 18710 | GOLDEN | CO | 804029809 | NONE | PC | PROGRAM GRANT | $100,000 |
| FRASSATI SPORTS & ADVENTURES | |||||||
| P O BOX 19604 | DENVER | CO | 80219 | NONE | PC | MATCHING GRANT | $10,000 |
| HAITI OUTREACH MINISTRIES | |||||||
| P O BOX 97 | DOSWELL | VA | 230470097 | NONE | PC | CAPITAL CAMPAIGN GRANT | $100,000 |
| OUR LADY OF LOURDES CATHOLIC SCHOOL | |||||||
| 2256 S LOGAN STREET | DENVER | CO | 82010 | NONE | PC | DIRECTOR GRANT | $26,500 |
| SEEDS OF HOPE | |||||||
| 3801 E FLORIDA 909 | DENVER | CO | 80210 | NONE | PC | TUITION GRANT | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,016,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $701 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $495,546 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,476,914 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| NUSTAR LP | 01 | $11,806 |
| APOLLO GLOBAL MNGMT LLC | 01 | $3,934 |
| ML WINTON FUTURESACCESS LLC | 01 | -$1,834 |
| ML WINTON FUTURESACCESS LLC | 18 | $35 |
| TARGA RESOURCES LP | 01 | $9,375 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,996,477 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,996,477 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,417 | Amt |
| Net Investment Income | $708 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $709 | 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 | $1,500 | SL | 5.000000000000 | $3,000 | $0 | $3,000 |
| RECEPTION STATION | 2017-03-20 | $16,986 | SL | 7.000000000000 | $1,213 | $0 | $1,820 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS - SCHD E | $5,309,800 | $5,714,212 |
| CORPORATE BONDS - SCHD C | $1,650,000 | $1,685,200 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK-SCHD A | $5,013,060 | $5,319,890 |
| MUTUAL FUNDS - SCHD B | $6,024,222 | $8,135,226 |
| CORPORATE STOCK - SCHD D | $1,704,520 | $1,910,867 |
| MUTUAL FUNDS - SCHD F | $1,259,217 | $1,392,166 |
| CORPORATE STOCK - SCHD G | $1,550,200 | $1,753,342 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN ML WINSTON | AT COST | $56,674 | $57,461 |
| INVESTMENT IN YORK TOTAL ACCESS LTD | AT COST | $500,000 | $672,937 |
| DCP MIDSTREAM LP | AT COST | $176,506 | $173,600 |
| DCP MIDSTREAM LP | AT COST | $176,506 | $173,600 |
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 | $4,500 | $10,500 |
| RECEPTION STATION | $16,986 | $1,213 | $15,773 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,969 | LegalFeesAmt |
| Net Investment Income | $1,485 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,484 | 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 PRIOR YEAR NON-DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $60,943 | 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 | $120 | $60 | $0 | $60 |
| ANNUAL DUES | $6,973 | $0 | $0 | $6,973 |
| COMPUTER EXPENSES | $1,384 | $692 | $0 | $692 |
| INSURANCE | $1,709 | $854 | $0 | $855 |
| OFFICE SUPPLIES | $1,754 | $877 | $0 | $877 |
| COPIER LEASE EXPENSE | $5,449 | $2,725 | $0 | $2,724 |
| INVESTMENT INTEREST | $2 | $2 | $0 | $0 |
| LICENSE & PERMITS | $5,335 | $2,668 | $0 | $2,667 |
| MARKETING | $40,740 | $0 | $0 | $40,740 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NUSTAR LP | $11,806 | $11,806 | $0 |
| APOLLO GLOBAL MNGMT LLC | $3,934 | $3,934 | $0 |
| ML WINTON FUTURESACCESS LLC | -$1,834 | -$1,834 | $0 |
| ML WINTON FUTURESACCESS LLC | $35 | $35 | $0 |
| TARGA RESOURCES LP | $9,375 | $9,375 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS BASIS ADJUSTMENTS | Desc |
| Amt | $6,866 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FSA MEDICAL | Desc |
| BOY Book Value | $150 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
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 | $92,635 | $92,635 | $0 | $0 |
| WEB FEES | $6 | $0 | $0 | $6 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $3,577 | $0 | $0 | $0 |
| FOREIGN TAX W/H | $7,139 | $7,139 | $0 | $0 |
| STATE REPORTING TAX | $37 | $0 | $0 | $37 |
| PAYROLL TAXES | $15,010 | $7,315 | $0 | $7,695 |
| LATE FEE | $21 | $0 | $0 | $0 |
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