THE MARTIN FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE MARTIN FAMILY FOUNDATION (EIN 83-0335099)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-10
- IRS object ID
- 201741309349102204
- Schema version
- 2016v3.0
- 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
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-10T14:27:07-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-05-09 | 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 | 2017-05-09 | IPDt |
| IP Tm | 13:45:38 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $27,249,790 | 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 | $250,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $795 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $795 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $599,747 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $599,747 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$257,724 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,515,763 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16,626 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $16,626 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $609,444 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $617,168 | 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 | $197,857 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $94,882 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $102,975 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $91,615 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $36,646 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $54,969 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,095 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,047 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,048 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $95,760 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $95,524 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $236 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,514 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,610 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $7,211 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,500 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $29,924 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $14,962 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $14,962 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,285 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,285 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,524 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,749 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,775 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $476,074 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $259,420 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $206,461 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,883,642 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,883,642 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,359,716 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $259,420 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,090,103 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,750,272 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $357,748 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $459,861 | CashBOYAmt |
| Cash EOY | $226,311 | CashEOYAmt |
| Cash EOYFMV | $226,311 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $664,323 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,170,695 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,170,695 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $58,449 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $20,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $20,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $19,497,468 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,390,847 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,446,037 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,789,728 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,950,600 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,805,733 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $608,009 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $555,430 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $555,618 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $17,680 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,180 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $13,500 | LandEOYAmt |
| Land EOYFMV | $13,500 | LandEOYFMVAmt |
| Other Assets BOY | $11,896 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,896 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,896 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $29,089,734 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,339,279 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,249,790 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $150 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $150 | 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 | $29,089,734 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,339,129 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,089,734 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,339,129 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,089,734 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,339,279 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,089,734 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,750,272 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $26,339,462 | SubtotalAmt |
| Other Decreases | $333 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,339,129 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECUITIES | P | $3,264,922 | $3,734,209 | -$469,287 | -$469,287 | ||
| PUBLICLY TRADED SECUITIES | P | $182,284 | $81,906 | $100,378 | $100,378 | ||
| PUBLICLY TRADED SECUITIES | P | $14 | $14 | $14 | |||
| PUBLICLY TRADED SECUITIES | P | $5,561,386 | $5,477,500 | $83,886 | $83,886 | ||
| PUBLICLY TRADED SECUITIES | P | $1,952,472 | $1,840,128 | $112,344 | $112,344 | ||
| PUBLICLY TRADED SECUITIES | P | $444,691 | $398,000 | $46,691 | $46,691 | ||
| PUBLICLY TRADED SECUITIES | P | $450,640 | $501,000 | -$50,360 | -$50,360 | ||
| PUBLICLY TRADED SECUITIES | P | $1,361,075 | $1,361,550 | -$475 | -$475 | ||
| PUBLICLY TRADED SECUITIES | P | $2,013,926 | $2,324,651 | -$310,725 | -$310,725 | ||
| ML TRANSTREND DTP FUTURESACCESS LLC | P | $53,034 | $54,283 | -$1,249 | -$1,249 | 2008-03-01 | 2016-12-30 |
| ML TRANSTREND DTP FUTURESACCESS LLC | P | $6,998 | $6,998 | $6,998 | 2008-03-01 | 2016-12-30 | |
| ML TRANSTREND DTP FUTURESACCESS LLC | P | $198 | -$198 | -$198 | 2008-03-01 | 2016-12-30 | |
| ML WINTON FUTURESACCESS LLC | P | $851 | $851 | $851 | 2008-03-01 | 2016-12-30 | |
| ML WINTON FUTURESACCESS LLC | P | $62 | -$62 | -$62 | 2008-03-01 | 2016-12-30 | |
| OTHER STOCK NON-DIVIDEND ADJUSTMENTS | P | $5,742 | $5,742 | $5,742 | 2009-12-01 | 2016-12-01 | |
| STOCK SETTLEMENT | P | $441 | $441 | $441 | 2008-02-15 | 2016-12-08 | |
| CAPITAL GAINS DIVIDENDS | P | $217,287 | $217,287 | $217,287 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$257,724 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,178,551 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $29,976,189 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.106036 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,900,129 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $28,396,045 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066915 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,264,906 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,291,566 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.086146 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,847,677 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $22,927,889 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.080586 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,732,245 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,758,882 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.083446 | DistributionYr5Rt |
| Total Distribution | 0.423129 | TotalDistributionRt |
| Average Distribution | 0.084626 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,554,761 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,331,849 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,577 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,335,426 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,090,103 | 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 | $3,577 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,577 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,577 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $16,423 | OverpaymentAmt |
| Applied To ES Tax | $16,423 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | $145,394 | $0 | $0 |
| ANGELA HELLWEG | ||||||||
| 8330 N SUNDOWN TRAIL | PARKER | CO | 80134 | ASSISTANT | 40.00 | $52,463 | $0 | $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 | $25,688,405 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,285,972 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,974,377 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,974,377 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $419,616 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,554,761 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,377,738 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,377,738 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,577 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,577 | TotalTaxAmt |
| Distributable Before Adj | $1,374,161 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,374,161 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,374,161 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,090,103 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,090,103 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,577 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,086,526 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,374,161 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $718,493 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $729,091 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $977,342 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $538,329 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,697,086 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,660,341 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,090,103 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,374,161 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,715,942 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,376,283 | 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 | $718,493 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,657,790 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $729,091 | ExcessFromYear4Amt |
| Excess From Year3 | $977,342 | ExcessFromYear3Amt |
| Excess From Year2 | $538,329 | ExcessFromYear2Amt |
| Excess From Year1 | $1,697,086 | ExcessFromYear1Amt |
| Excess From Current Year | $1,715,942 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 12-24 CLUB INC | |||||||
| 500 S WOLCOTT STREET | CASPER | WY | 82601 | NONE | PC | SPECIAL PROGRAMS | $8,500 |
| AFRICAN COMMUNITY ADVANCEMENT INITIATIVE | |||||||
| 5301 S YOSEMITE SUITE 28-103 | GREENWOOD VILLAGE | CO | 80111 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| ALLIANCE FOR CHOICE IN EDUCATION | |||||||
| 1201 E COLFAX AVE SUITE 302 | DENVER | CO | 80218 | NONE | PC | SCHOLARSHIPS | $125,000 |
| ALTERNATIVES PREGNANCY CENTER | |||||||
| 1440 BLAKE STREET 200 | DENVER | CO | 80202 | NONE | PC | MATCHING GRANT | $25,000 |
| AMERICANS UNITED FOR LIFE | |||||||
| 655 15TH STREET NW SUITE 410 | WASHINGTON | DC | 20005 | NONE | PC | PROGRAM DEVELOPMENT | $50,000 |
| ARCHDIOCESE OF DENVER | |||||||
| 1300 S STEELE STREET | DENVER | CO | 802102599 | NONE | PC | OPERATING GRANT | $51,750 |
| 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 | TUITION ASSISTANCE & ENDOWMENT | $153,500 |
| AUGUSTINE INSTITUTE | |||||||
| 6160 S SYRACUSE WAY 310 | GREENWOOD VILLAGE | CO | 80111 | NONE | PC | DEVELOP NEW PROGRAMS | $100,000 |
| AURORA EAST MIDDLE SCHOOL | |||||||
| 1275 FRASER STREET | AURORA | CO | 80011 | NONE | PC | PROGRAM DEVELOPMENT | $3,500 |
| BELLA NATURAL WOMEN'S CARE | |||||||
| 180 E HAMPDENSUITE 100 | ENGLEWOOD | CO | 80113 | NONE | PC | GENERAL OPERATIONS | $22,250 |
| BILLINGS CATHOLIC SCHOOLS FOUNDATION | |||||||
| P O BOX 31158 | BILLINGS | MT | 59101 | NONE | PC | TUITION ASSISTANCE & LEADERSHIP PROGRAM | $225,000 |
| BOYS & GIRLS CLUB OF YELLOWSTONE COUNTY | |||||||
| 505 ORCHARD LANE | BILLINGS | MT | 59101 | NONE | PC | PROGRAM DEVELOPMENT | $5,000 |
| CAMP WOJTYLA | |||||||
| P O BOX 528 | BERTHOUD | CO | 80513 | NONE | PC | LEADERSHIP PROGRAM | $20,000 |
| CAPITOL HILL COMMUNITY SERVICES | |||||||
| 4000 E QUINCY AVENUE | ENGLEWOOD | CO | 80113 | NONE | PC | HOMELESS MEAL PROGRAM & OPERATING SUPPORT | $35,000 |
| CARMELITE SISTERS MOST SACRED HEART | |||||||
| 920 E ALHAMBRA ROAD | ALHAMBRA | CA | 91801 | NONE | PC | HONORARIUM | $5,000 |
| CASPER FAMILY YMCA | |||||||
| 315 E 15TH STREET | CASPER | WY | 82601 | NONE | PC | CAPITAL CAMPAIGN | $250,000 |
| CASPER YOUTH FOR CHRIST | |||||||
| 353 WEST A STREET | CASPER | WY | 82601 | NONE | PC | LOVE IN ACTION & AT-RISK YOUTH OUTREACH PROGRAM | $30,000 |
| CATHOLIC CHARITIES & COMMUNITY SERVICES | |||||||
| 4045 PECOS STREET | DENVER | CO | 80211 | NONE | PC | CLINICAL SERVICES & SAMARITAN HOUSE GRANT | $100,000 |
| CATHOLIC FOUNDATION OF NORTHERN COLORADO | |||||||
| 3901 E FLORIDA AVENUE SUITE 909 | DENVER | CO | 80210 | NONE | PC | PROGRAM GRANT | $75,000 |
| CENTRAL WYOMING RESCUE MISSION | |||||||
| P O BOX 3212 | CASPER | WY | 82602 | NONE | PC | SPECIAL PROGRAM | $2,500 |
| CENTRO SAN JUAN DIEGO | |||||||
| 2830 LAWRENCE STREET | DENVER | CO | 80205 | NONE | PC | HISPANIC MINISTRY | $20,000 |
| CHILD DEVELOPMENT CENTER OF NATRONA COUNTY | |||||||
| 2020 E 12TH STREET | CASPER | WY | 82601 | NONE | PC | GENERAL OPERATING AND SPECIAL PROGRAM | $75,000 |
| CHILD EVANGELISM FELLOWSHIP OF WYOMING | |||||||
| P O BOX 801 | THERMOPOLIS | WY | 82443 | NONE | PC | CAMP SCHOLARSHIPS | $5,000 |
| CHILDREN'S ADVOCACY PROJECT | |||||||
| 350 N ASH | CASPER | WY | 82601 | NONE | PC | GENERAL OPERATING GRANT | $15,000 |
| CHRIST IN THE CITY | |||||||
| 609 W 6TH AVENUE | DENVER | CO | 80204 | NONE | PC | GENERAL OPERATIONS | $30,000 |
| COLORADO CATHOLIC RETREATS | |||||||
| 14002 W 87TH DRIVE | ARVADA | CO | 80005 | NONE | PC | MEN & WOMEN'S JOURNEY RETREAT | $10,000 |
| COLORADO FAMILY ACTION FOUNDATION | |||||||
| P O BOX 558 | CASTLE ROCK | CO | 80104 | NONE | PC | EDUCATION & OUTREACH PROGRAM | $75,000 |
| COLORADO HOMELESS FAMILIES | |||||||
| P O BOX 740130 | ARVADA | CO | 80006 | NONE | PC | OPERATING PROGRAM GRANT | $5,000 |
| COMMUNITY LEADERSHIP & DEVELOPMENT | |||||||
| P O BOX 3381 | BILLINGS | MT | 59103 | NONE | PC | YOUTH WORK & HANNAH HOUSE PROGRAM | $50,000 |
| CROSIER COMMUNITY OF PHOENIX | |||||||
| 4423 N 24TH SUITE 400 | PHOENIX | AZ | 85016 | NONE | PC | OPERATING GRANT | $5,000 |
| DENVER DREAM CENTER | |||||||
| 8654 ELDRIDGE STREET | ARVADA | CO | 80005 | NONE | PC | PROGRAM & MINISTRY GRANTS | $30,000 |
| DENVER STREET SCHOOL | |||||||
| P O BOX 140069 | DENVER | CO | 80211 | NONE | PC | PROGRAM SUPPORT GRANT | $20,000 |
| DIVINE MEERCY SUPPORIVE CARE | |||||||
| 303 SOUTH BROADWAY 220 | DENVER | CO | 80209 | NONE | PC | RENOVATION GRANT | $50,000 |
| DOMINICAN HOME HEALTHCARE AGENCY | |||||||
| 2501 GAYLORD STREET | DENVER | CO | 80205 | NONE | PC | WELLNESS CLINIC & IN-HOME NURSING PROGRAM | $25,000 |
| ESCUELA DE GUADALUPE | |||||||
| 3401 PECOS | DENVER | CO | 80211 | NONE | PC | SCHOLARSHIP & CAPITAL CAMPAIGN MATCHING GRANT | $150,000 |
| FAITH CHRISTIAN ACADEMY | |||||||
| 12189 W 64TH AVE | ARVADA | CO | 80004 | NONE | PC | SUPPORT GRANT | $5,000 |
| FAMILY MISSIONS COMPANY | |||||||
| 12624 EVERGLADE ROAD | ABBEVILLE | LA | 70510 | NONE | PC | RETREAT GRANT | $5,000 |
| FAMILY SERVICE INC | |||||||
| P O BOX 1020 | BILLINGS | MT | 59103 | NONE | PC | CHILDHOOD PROGRAM GRANT | $20,000 |
| FATHER WOODY'S HAVEN OF HOPE | |||||||
| 1101 WEST 7TH AVENUE | DENVER | CO | 80204 | NONE | PC | PROGRAM GRANT & CAPITAL CAMPAIGN | $175,000 |
| FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS | |||||||
| P O BOX 18710 | GOLDEN | CO | 804029809 | NONE | PC | CHAPTER EXPANSION GRANT | $5,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| P O BOX 2256 | LARAMIE | WY | 82073 | NONE | PC | GENERAL OPERATIONS | $1,500 |
| FIDICA | |||||||
| 4201 CONNECTICUT AVE NM | WASHINGTON | DC | 20008 | NONE | PC | MARKET RESEARCH GRANT | $10,000 |
| FRIENDSHIP HOUSE OF CHRISTIAN SERVICES | |||||||
| 2123 8TH AVENUE SOUTH | BILLINGS | MT | 59101 | NONE | PC | ACADEMIC ENRICHMENT | $25,000 |
| GRACE MONTESSORI ACADEMY | |||||||
| 125 N 25TH STREET WEST | BILLINGS | MT | 59106 | NONE | PC | SCHOLARSHIP & EQUIPMENT GRANT | $57,500 |
| HAITI OUTREACH MINISTRIES | |||||||
| P O BOX 97 | DOSWELL | VA | 23047 | NONE | PC | GENERAL OPERATIONS & CLINIC OPERATION | $85,000 |
| HOLY FAMILY CATHOLIC CHURCH | |||||||
| 4377 UTICA STREET | DENVER | CO | 80212 | NONE | PC | TUITION GRANTS | $10,000 |
| HOPE HOUSE OF COLORADO | |||||||
| P O BOX 740568 | ARVADA | CO | 80006 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| HORSES SPIRITS HEALING INC | |||||||
| 7256 HIGHWAY 3 | BILLINGS | MT | 59106 | NONE | PC | SCHOLARS PROGRAM | $5,000 |
| JPII OUTDOOR HEALING INC | |||||||
| P O BOX 528 | BERTHOUD | CO | 80513 | NONE | PC | SUPPORT FOR INNER CITY SCHOOLS | $5,000 |
| LAVIE | |||||||
| P O BOX 80146 | BILLINGS | MT | 59108 | NONE | PC | MARKETING GRANT & SIGNAGE PROGRAM | $29,500 |
| LEARNING ALLY | |||||||
| 20 ROSZEL ROAD | PRINCETON | NJ | 08540 | NONE | PC | GRANT FOR INNER CITY SCHOOL PROGRAM | $15,000 |
| LIFE PERSPECTIVES | |||||||
| P O BOX 600533 | SAN DIEGO | CA | 92160 | NONE | PC | MENTAL HEALTH GRANT | $50,000 |
| MONTANA FAMILY INSTITUTE | |||||||
| P O BOX 485 | LAUREL | MT | 59044 | NONE | PC | PROGRAM GRANT | $20,000 |
| MOUNT SAINT VINCENT HOME | |||||||
| 4159 LOWELL BLVD | DENVER | CO | 80211 | NONE | PC | TRAUMA PROGRAM GRANT | $25,000 |
| OUR LADY OF LOURDES CATHOLIC SCHOOL | |||||||
| 2256 S LOGAN STREET | DENVER | CO | 80210 | NONE | PC | TUITION ASSISTANCE | $43,250 |
| OUR LADY OF LOURDES | |||||||
| 2200 S LOGAN STREET | DENVER | CO | 80210 | NONE | PC | CAPITAL CAMPAIGN | $14,000 |
| PRINCE OF PEACE PRESCHOOL | |||||||
| 2300 E 15TH STREET | CASPER | WY | 82609 | NONE | PC | TUITION ASSISTANCE | $5,000 |
| ROAD TO PURITY | |||||||
| 7161 DEFRAME CT | ARVADA | CO | 80004 | NONE | PC | OPERATING GRANT | $2,500 |
| SACRED HEART HOUSE OF DENVER | |||||||
| 2844 LAWRENCE STREET | DENVER | CO | 80205 | NONE | PC | GENERAL OPERATIONS GRANT | $25,000 |
| SAM & JUDY MCDONALD FOUNDATION | |||||||
| 1349 W GALLERIA DR 200 | HENDERSON | NV | 89014 | NONE | PC | SUPPORT PROGRAM GRANT | $4,000 |
| SEEDS OF HOPE | |||||||
| 3801 E FLORIDA AVENUE 909 | DENVER | CO | 80210 | NONE | PC | OPERATING GRANT | $157,392 |
| SISTERS OF LIFE | |||||||
| 2771 ZENOBIA | DENVER | CO | 80212 | NONE | PC | GENERAL OPERATIONS & PROGRAM GRANT | $20,000 |
| SOPHIA INSTITUTE | |||||||
| P O BOX 5284 | MANCHESTER | NH | 03108 | NONE | PC | PROGRAM MATCHING GRANT | $45,000 |
| ST ANTHONY'S TRI-PARISH SCHOOL | |||||||
| 218 E 7TH STREET | CASPER | WY | 82601 | NONE | PC | TUITION ASSISTANCE | $50,000 |
| ST JOSEPH SCHOOL | |||||||
| 127 N HOWES STREET | FT COLLINS | CO | 80521 | NONE | PC | MATCHING GRANT | $25,000 |
| ST STEPHEN CATHOLIC SCHOOL | |||||||
| 414 S HYLAND PARK DR | GLENWOOD SPRINGS | CO | 81601 | NONE | PC | TRAINING PROGRAM GRANT | $1,000 |
| STARS & STRIPES CHILDREN'S FOUNDATION | |||||||
| P O BOX 7572 | LAGUNA NIGUEL | CA | 92607 | NONE | PC | SCHOLARSHIP MATCHING GRANT | $10,000 |
| VOLUNTEERS OF AMERICA NORTHERN ROCKIES | |||||||
| 1876 S SHERIDAN AVE | SHERIDAN | WY | 82801 | NONE | PC | SPECIAL PROJECT GRANT | $15,000 |
| WYOMING CATHOLIC COLLEGE | |||||||
| 306 MAIN STREET | LANDER | WY | 82520 | NONE | PC | SCHOLARSHIP PROGRAM | $25,000 |
| YELLOWSTONE YOUTH FOOTBALL | |||||||
| P O BOX 20576 | BILLINGS | MT | 59104 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| YOUNG CATHOLIC PROFESSIONALS | |||||||
| 6060 N CENTRAC EXPY SUITE 580 | DALLAS | TX | 75206 | NONE | PC | OPERATING GRANT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,883,642 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARCHDIOCESE OF DENVER | |||||||
| 1300 S STEELE STREET | DENVER | CO | 80210 | NONE | PC | MULTI-YEAR GRANT | $77,625 |
| 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 | $28,750 |
| BILLINGS CATHOLIC SCHOOLS FOUNDATION | |||||||
| P O BOX 31158 | BILLINGS | MT | 59101 | NONE | PC | CAPITAL CAMPAIGN GRANT | $200,000 |
| CAPITOL HILL COMMUNITY SERVICES | |||||||
| 4000 E QUINCY AVENUE | ENGLEWOOD | CO | 80113 | NONE | PC | HOPELESS AND POOR MEAL PROGRAM | $30,000 |
| ESCUELA DE GUADALUPE | |||||||
| 3401 PECOS | DENVER | CO | 80211 | NONE | PC | SCHOLARSHIP & CAPITAL CAMPAIGN | $150,000 |
| OUR LADY OF LOURDES CATHOLIC SCHOOL | |||||||
| 2256 S LOGAN STREET | DENVER | CO | 82010 | NONE | PC | DIRECTOR GRANT | $31,000 |
| SAINT JOSEPH SCHOOL | |||||||
| 127 N HOWES STREET | FT COLLINS | CO | 80521 | NONE | PC | CHALLENGE SCHOLARSHIP GRANT | $25,000 |
| SEEDS OF HOPE | |||||||
| 3801 E FLORIDA 909 | DENVER | CO | 80210 | NONE | PC | SCHOLARSHIP GRANT | $175,000 |
| SOPHIA INSTITUTE | |||||||
| P O BOX 5284 | MANCHESTER | NH | 03108 | NONE | PC | SCHOLARSHIP GRANT | $25,000 |
| ST VINCENT HEALTHCARE FOUNDATION | |||||||
| 1106 N 30TH STREET | BILLINGS | MT | 59101 | NONE | PC | FUNDING FOR PEDIATRIC CLINIC | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $942,375 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $795 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $599,747 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$257,724 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ML TRANSTREND DTP | 01 | -$3,321 |
| ML TRANSTREND DTP | 18 | $35 |
| ML WINTON FUTURESACCESS LLC | 01 | -$2,586 |
| ML WINTON FUTURESACCESS LLC | 18 | -$2 |
| TARGA RESOURCES LP | 01 | $22,500 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $359,444 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $359,444 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN MARTIN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 50190 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 826050190 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $250,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,095 | Amt |
| Net Investment Income | $1,047 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,048 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 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 | SL | 5.000000000000 | $1,500 | $0 | $750 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS - SCHD E | $5,200,600 | $5,122,033 |
| CORPORATE BONDS - SCHD C | $750,000 | $683,700 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK-SCHD A | $5,177,840 | $5,328,584 |
| MUTUAL FUNDS - SCHD B | $8,219,637 | $9,015,656 |
| CORPORATE STOCK - SCHD D | $2,099,620 | $2,158,295 |
| MUTUAL FUNDS - SCHD F | $2,166,170 | $2,197,545 |
| CORPORATE STOCK - SCHD G | $727,580 | $745,957 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN ML WINSTON | AT COST | $55,430 | $55,618 |
| INVESTMENT IN YORK TOTAL ACCESS LTD | AT COST | $500,000 | $500,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER | $2,680 | $2,680 | $0 |
| WEBSITE | $15,000 | $1,500 | $13,500 |
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 | MISC BASIS ADJ | Desc |
| Amt | $333 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $90 | $45 | $0 | $45 |
| ANNUAL DUES | $6,592 | $0 | $0 | $6,592 |
| COMPUTER EXPENSES | $1,284 | $642 | $0 | $642 |
| INSURANCE | $1,250 | $625 | $0 | $625 |
| OFFICE SUPPLIES | $2,066 | $1,033 | $0 | $1,033 |
| COPIER LEASE EXPENSE | $4,502 | $2,251 | $0 | $2,251 |
| INVESTMENT INTEREST | $10 | $10 | $0 | $0 |
| LICENSE & PERMITS | $276 | $138 | $0 | $138 |
| MARKETING | $444 | $0 | $0 | $444 |
| POSTAGE | $10 | $5 | $0 | $5 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ML TRANSTREND DTP | -$3,321 | -$3,321 | $0 |
| ML TRANSTREND DTP | $35 | $35 | $0 |
| ML WINTON FUTURESACCESS LLC | -$2,586 | -$2,586 | $0 |
| ML WINTON FUTURESACCESS LLC | -$2 | -$2 | $0 |
| TARGA RESOURCES LP | $22,500 | $22,500 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FSA MEDICAL | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $150 | 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 | $95,524 | $95,524 | $0 | $0 |
| WEB FEES | $236 | $0 | $0 | $236 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAX ON INVESTMENT INCOME | $8,672 | $0 | $0 | $0 |
| FOREIGN TAX W/H | $4,891 | $4,891 | $0 | $0 |
| STATE REPORTING TAX | $47 | $0 | $0 | $47 |
| PAYROLL TAXES | $13,883 | $6,719 | $0 | $7,164 |
| ESTIMATED TAX PENALTY | $21 | $0 | $0 | $0 |
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