MARTIN FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MARTIN FAMILY FOUNDATION (EIN 13-3532032)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-07-14
- IRS object ID
- 201641969349100319
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-14T15:39:38-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133532032 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARCUM LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARCUM LLP | InCareOfNm |
| Business Name Control | MART | BusinessNameControlTxt |
| Phone | 2124855500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 THIRD AVE 11TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EFF W MARTIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2124855500 | PhoneNum |
| Signature | 2016-05-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD FINKELSTEIN | PreparerPersonNm |
| PTIN | P00301744 | PTIN |
| Phone | 2124855500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,468,863 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $144,637 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $144,637 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $181,332 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,069,527 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $181,332 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $325,970 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $325,970 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $40,815 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,408 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $20,407 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $56,906 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $56,906 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $55,568 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,568 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $2,468 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $177,978 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $177,978 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,553 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,312 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,241 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $345,288 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,288 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $262,532 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,156,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,156,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,501,888 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,288 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,419,132 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,175,918 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $298,682 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $61,311 | CashBOYAmt |
| Cash EOY | $15,498 | CashEOYAmt |
| Cash EOYFMV | $15,498 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,255,292 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $136,017 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $136,017 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,502,192 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,493,830 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,298,596 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $228,502 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $209,750 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $21,220 | LandBOYAmt |
| Land EOY | $18,752 | LandEOYAmt |
| Land EOYFMV | $18,752 | LandEOYFMVAmt |
| Total Assets BOY | $6,840,015 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,664,097 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,468,863 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $6,840,015 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,664,097 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,840,015 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,664,097 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,840,015 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,664,097 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,840,015 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,175,918 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,664,097 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,664,097 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GS - COVERED SHORT-TERM (SEE ATTACHMENT B) | P | 2015-01-01 | 2015-12-31 | $168,799 | $171,407 | -$2,256 | -$2,608 |
| GS - COVERED LONG-TERM (SEE ATTACHMENT B) | P | 2014-01-01 | 2015-12-31 | $3,884,297 | $3,717,140 | $167,157 | $167,157 |
| GS - OTHER LONG-TERM | P | 2014-01-01 | 2015-12-31 | $156 | $156 | $156 | |
| CAPITAL GAIN DIVIDENDS | P | $16,275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $181,332 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,238,242 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,393,972 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.22956 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $798,569 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,735,744 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.139227 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,072,531 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,816,726 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.393071 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,406,137 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,839,666 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.406483 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,777,189 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,817,287 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.372715 | DistributionYr5Rt |
| Total Distribution | 1.541056 | TotalDistributionRt |
| Average Distribution | 0.308211 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,220,601 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,917,258 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,987 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,920,245 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,419,132 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,974 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,974 | SubtotalAmt |
| Tax Based On Investment Income | $5,974 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,966 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,966 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,992 | OverpaymentAmt |
| Applied To ES Tax | $7,992 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124855500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 THIRD AVE 11TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EFF W MARTIN | ||||||||
| 750 THIRD AVE 11TH FL | NEW YORK | NY | 10017 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| PATRICIA M MARTIN | ||||||||
| 750 THIRD AVE 11TH FL | NEW YORK | NY | 10017 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| ANDREW D MARTIN | ||||||||
| 750 THIRD AVE 11TH FL | NEW YORK | NY | 10017 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT,BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER SECTION | Description1Txt |
| Description2 | 501(C)(3) OF THE INTERNAL REVENUE CODE. | Description2Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,605,342 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $709,989 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,315,331 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,315,331 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $94,730 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,220,601 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $311,030 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $311,030 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,974 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,974 | TotalTaxAmt |
| Distributable Before Adj | $305,056 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $305,056 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $305,056 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,419,132 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,419,132 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,419,132 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $305,056 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,213,719 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,876,004 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,687,157 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $523,734 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,020,577 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,321,191 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,419,132 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $305,056 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,114,076 | RemainingDistriFromCorpusAmt |
| Total Corpus | $13,435,267 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $4,213,719 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,221,548 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,876,004 | ExcessFromYear4Amt |
| Excess From Year3 | $2,687,157 | ExcessFromYear3Amt |
| Excess From Year2 | $523,734 | ExcessFromYear2Amt |
| Excess From Year1 | $1,020,577 | ExcessFromYear1Amt |
| Excess From Current Year | $1,114,076 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EFF W MARTIN 750 THIRD AVE 11TH F | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASH GRANTS - SEE ATTACHMENT A | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 THIRD AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | FOR THE CHARITABLE OR EDUCATIONAL FUNCTION OF THE DONEE. | GrantOrContributionPurposeTxt |
| Amt | $1,156,600 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,156,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $144,638 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $181,332 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $325,970 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $325,970 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $40,815 | Amt |
| Net Investment Income | $20,408 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,407 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| FURNITURE | 2007-05-01 | $51,817 | $51,817 | SL | 7 | |
| FURNITURE | 2007-05-14 | $19,054 | $19,054 | SL | 7 | |
| FURNITURE | 2007-05-16 | $16,238 | $16,238 | SL | 7 | |
| FURNITURE | 2007-06-05 | $37,785 | $37,785 | SL | 7 | |
| FURNITURE | 2007-06-12 | $10,000 | $10,000 | SL | 7 | |
| FURNITURE | 2007-06-13 | $16,330 | $16,330 | SL | 7 | |
| FURNITURE | 2007-07-16 | $23,188 | $23,188 | SL | 7 | |
| FURNITURE | 2007-09-04 | $3,438 | $3,438 | SL | 7 | |
| FURNITURE | 2007-10-18 | $4,604 | $4,604 | SL | 7 | |
| FURNITURE | 2007-12-03 | $500 | $500 | SL | 7 | |
| FURNITURE | 2008-03-13 | $3,093 | $3,020 | SL | 7 | $73 |
| FURNITURE | 2007-07-25 | $6,539 | $6,539 | SL | 7 | |
| OFFICE IMPROVEMENT | 2008-11-15 | $25,600 | $10,526 | SL | 15 | $1,707 |
| OFFICE IMPROVEMENT | 2008-11-15 | $10,316 | $4,243 | SL | 15 | $688 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GS 0033 GS GROWTH & INCOME STR | $0 | $0 |
| GS 0033 GS TAX ADVANTAGED GLOB | $3,638,692 | $3,554,747 |
| GS 0033 GS CORE FIXED INCOME | $948,816 | $916,379 |
| GS 0033 GS EMERGING MARKETS | $144,529 | $138,938 |
| GS 0033 GS HIGH YIELD FUND | $554,381 | $497,752 |
| GS 0033 GS REAL ESTATE SEC | $207,412 | $190,780 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE | $51,817 | $51,817 | |
| FURNITURE | $19,054 | $19,054 | |
| FURNITURE | $16,238 | $16,238 | |
| FURNITURE | $37,785 | $37,785 | |
| FURNITURE | $10,000 | $10,000 | |
| FURNITURE | $16,330 | $16,330 | |
| FURNITURE | $23,188 | $23,188 | |
| FURNITURE | $3,438 | $3,438 | |
| FURNITURE | $4,604 | $4,604 | |
| FURNITURE | $500 | $500 | |
| FURNITURE | $3,093 | $3,093 | |
| FURNITURE | $6,539 | $6,539 | |
| OFFICE IMPROVEMENT | $25,600 | $12,233 | $13,367 |
| OFFICE IMPROVEMENT | $10,316 | $4,931 | $5,385 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $40 | $20 | $20 |
| LICENSES AND PERMITS | $51 | $51 | |
| FILING FEE | $160 | $160 | |
| TELEPHONE | $3,828 | $1,914 | $1,914 |
| UTILITIES | $4,008 | $2,004 | $2,004 |
| INSURANCE | $747 | $374 | $373 |
| OFFICE EXPENSE | $2,719 | $2,719 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEES - OFFICE LEASE RENEWAL | $19,105 | $19,105 |
| FEES - GRANT MAKING RESEARCH | $37,801 | $37,801 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $2,568 | $2,568 |
| FEDERAL TAX | $53,000 |
Comments