THE MARTIN FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: THE MARTIN FAMILY FOUNDATION (EIN 83-0335099)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-07-23
IRS object ID: 201212059349100101
Schema version: 2011v1.2
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
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)
Timestamp	2012-07-23T07:34:24-05:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	830327383	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LENHART MASON & ASSOCIATES LLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	135 NORTH ASH STREET	AddressLine1
City	CASPER	City
State	WY	State
ZIP Code	82601	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	830335099	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE MARTIN FAMILY FOUNDATION CO LARRY BEAN	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	MART	NameControl
Phone	3072687128	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 50190	AddressLine1
City	CASPER	City
State	WY	State
ZIP Code	826050190	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JOHN MARTIN	Name
Title	DIRECTOR	Title
Phone	3072687128	Phone
Date Signed	2012-07-06	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	RICK MASON	Name
PTIN	P00073068	PTIN
Phone	3072347800	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	22003173	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	3510000	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	1348	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	1348	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	601532	DividendsRevAndExpnss
Dividends Net Invst Incm	601532	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	687040	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	10580590	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	687040	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	-19068	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	-19068	OtherIncomeNetInvstIncm
Other Income Adj Net Incm	0	OtherIncomeAdjNetIncm
Total Revenue And Expenses	4780852	TotalRevenueAndExpenses
Total Net Investment Income	1270852	TotalNetInvestmentIncome
Total Adjusted Net Income	0	TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss	30000	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm	0	CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	30000	CompOfcrDirTrstDsbrsChrtblPrps
Oth Empl Slrs Wgs Rev And Expnss	15000	OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Net Invst Incm	0	OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Adj Net Incm	0	OthEmplSlrsWgsAdjNetIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps	15000	OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss	3465	PensionEmplBnftRevAndExpnss
Pension Empl Bnft Net Invst Incm	0	PensionEmplBnftNetInvstIncm
Pension Empl Bnft Adj Net Incm	0	PensionEmplBnftAdjNetIncm
Pension Empl Bnft Dsbrs Chrtbl Prps	3465	PensionEmplBnftDsbrsChrtblPrps
Accounting Fees Rev And Expnss	1130	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	0	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	0	AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps	1130	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	59408	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	58932	OtherProfFeesNetInvstIncm
Other Prof Fees Adj Net Incm	0	OtherProfFeesAdjNetIncm
Other Prof Fees Dsbrs Chrtbl Prps	476	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	18224	TaxesRevAndExpnss
Taxes Net Invst Incm	2319	TaxesNetInvstIncm
Taxes Adj Net Incm	0	TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps	25	TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss	2968	DeprecAndDepletionRevAndExpnss
Deprec And Depletion Net Invst Incm	0	DeprecAndDepletionNetInvstIncm
Deprec And Depletion Adj Net Incm	0	DeprecAndDepletionAdjNetIncm
Occupancy Rev And Expnss	1865	OccupancyRevAndExpnss
Occupancy Net Invst Incm	0	OccupancyNetInvstIncm
Occupancy Adj Net Incm	0	OccupancyAdjNetIncm
Occupancy Dsbrs Chrtbl Prps	0	OccupancyDsbrsChrtblPrps
Other Expenses Rev And Expnss	7921	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	35	OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm	0	OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps	695	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	139981	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	61286	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	0	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	50791	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	1693550	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	1693550	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	1833531	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	61286	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	0	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	1744341	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	2947321	ExcessOfRevenueOverExpenses
Net Investment Income	1209566	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	6659	CashBOY
Cash EOY	2053823	CashEOY
Cash EOYFMV	2053823	CashEOYFMV
Savings And Temp Cash Invst BOY	2092129	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	1789279	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	1789279	SavingsAndTempCashInvstEOYFMV
Prepaid Expenses BOY	19274	PrepaidExpensesBOY
Prepaid Expenses EOY	16394	PrepaidExpensesEOY
Prepaid Expenses EOYFMV	16394	PrepaidExpensesEOYFMV
Investments Corp Stock BOY	9592793	InvestmentsCorpStockBOY
Investments Corp Stock EOY	11550819	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	11680367	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	5329562	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	4616899	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	4815561	InvestmentsCorpBondsEOYFMV
Investments Other BOY	1727310	InvestmentsOtherBOY
Investments Other EOY	1689664	InvestmentsOtherEOY
Investments Other EOYFMV	1647749	InvestmentsOtherEOYFMV
Land Building And Equipment Basis	2680	LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip	2680	AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY	866	LandBuildingAndEquipmentBOY
Land Building And Equipment EOY	0	LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV	0	LandBuildingAndEquipmentEOYFMV
Other Assets BOY	76	OtherAssetsBOY
Other Assets EOY	0	OtherAssetsEOY
Other Assets EOYFMV	0	OtherAssetsEOYFMV
Total Assets BOY	18768669	TotalAssetsBOY
Total Assets EOY	21716878	TotalAssetsEOY
Total Assets EOYFMV	22003173	TotalAssetsEOYFMV
Other Liabilities BOY	1197	OtherLiabilitiesBOY
Other Liabilities EOY	2179	OtherLiabilitiesEOY
Total Liabilities BOY	1197	TotalLiabilitiesBOY
Total Liabilities EOY	2179	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	0	CapitalStockBOY
Capital Stock EOY	0	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	18767472	RetainedEarningsBOY
Retained Earnings EOY	21714699	RetainedEarningsEOY
Total Net Assets BOY	18767472	TotalNetAssetsBOY
Total Net Assets EOY	21714699	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	18768669	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	21716878	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	18767472	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	2947321	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	21714793	Subtotal
Other Decreases	94	OtherDecreases
Total Net Assets Fund Balances EOY	21714699	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (13 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses	Date AcquiredDateAcquired	Date SoldDateSold	DepreciationDepreciation
PUBLICALLY TRADED SECURITIES	P	582980	501369	81611	81611
PUBLICALLY TRADED SECURITIES	P	3860680	3735977	124703	124703
PUBLICALLY TRADED SECURITIES	P	2306198	2271038	35160	35160
PUBLICALLY TRADED SECURITIES	P	2484176	2206355	277821	277821
PUBLICALLY TRADED SECURITIES	P	299128	265631	33497	33497
PUBLICLY TRADED SECURITIES	P	916940	888879	28061	28061
PUBLICLY TRADED SECURITIES	P	53		53	53
ML TRANSTREND ENHANCED FUTURES	P		3949	-3949	-3949	2009-01-05	2011-12-30
ML WINSTON FUTURES	P	5180		5180	5180	2009-01-05	2011-12-30
ML SYSTEMATIC MOMENTUM	P		19774	-19774	-19774	2009-01-05	2011-12-30
WELLS FARGO STOCK SETTLEMENT	P	63		63	63	2008-06-15	2011-03-15
COMPUTER DISPOSAL	P		2882	-578	-578	2007-05-01	2011-03-31	2304
CAPITAL GAINS DIVIDENDS	P	125192		125192	125192

Field	Value	IRS element (for citing)
Capital Gain Net Income	687040	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	1285690	QualifyingDistributionsYear1
Noncharitable Assets Year1	19161632	NoncharitableAssetsYear1
Distribution Ratio Year1	0.067097	DistributionRatioYear1
Qualifying Distributions Year2	1376664	QualifyingDistributionsYear2
Noncharitable Assets Year2	15161649	NoncharitableAssetsYear2
Distribution Ratio Year2	0.090799	DistributionRatioYear2
Qualifying Distributions Year3	1126774	QualifyingDistributionsYear3
Noncharitable Assets Year3	15030810	NoncharitableAssetsYear3
Distribution Ratio Year3	0.074964	DistributionRatioYear3
Qualifying Distributions Year4	1188442	QualifyingDistributionsYear4
Noncharitable Assets Year4	16569969	NoncharitableAssetsYear4
Distribution Ratio Year4	0.071723	DistributionRatioYear4
Qualifying Distributions Year5	1061357	QualifyingDistributionsYear5
Noncharitable Assets Year5	14055391	NoncharitableAssetsYear5
Distribution Ratio Year5	0.075512	DistributionRatioYear5
Total Distribution Ratio	0.380095	TotalDistributionRatio
Average Distribution Ratio	0.076019	AverageDistributionRatio
Net Noncharitable Assets	20758882	NetNoncharitableAssets
Adjusted Noncharitable Assets	1578069	AdjustedNoncharitableAssets
One Percent Net Investment Income	12096	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	1590165	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	1744341	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	12096	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	12096	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	12096	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	16394	EstTaxPaymentsAndOverpayment
Total Credits And Payments	16394	TotalCreditsAndPayments
Form2220 Attached	X	Form2220Attached
Overpayment	4298	Overpayment
Amount Credited To Next Year	4298	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	WY	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	MARTINFAMILYFOUNDATION.COM	WebsiteAddress
Books In Care Of Person Name	LARRY G BEAN	BooksInCareOfPersonName
Books In Care Of Phone Number	3072687128	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	441 LANDMARK DRIVE	AddressLine1
City	CASPER	City
State	WY	State
ZIP Code	82609	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	1	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	0	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
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 & MANAGER	20.00	0	0	0
LARRY G BEAN
P O BOX 50190	CASPER	WY	86205	DIRECTOR	2.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	18603620	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	2471387	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	21075007	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	21075007	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	316125	CashDeemedCharitable
Net Noncharitable Assets	20758882	NetNoncharitableAssets
Minimum Investment Return	1037944	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	1037944	MinimumInvestmentReturn
Tax Based On Investment Income	12096	TaxBasedOnInvestmentIncome
Total Tax	12096	TotalTax
Distributable Amount Before Adj	1025848	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	1025848	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	1025848	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	1744341	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	1744341	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	12096	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	1732245	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	1025848	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	366357	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	381864	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	427867	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	634474	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	343488	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	2154050	TotalExcessDistriCarryover
Qualifying Distributions	1744341	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	1025848	AppliedToCurrentYear
Remaining Distri From Corpus	718493	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	2872543	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	366357	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	2506186	ExcessDistriCyovToNextYear
Excess From Year4	381864	ExcessFromYear4
Excess From Year3	427867	ExcessFromYear3
Excess From Year2	634474	ExcessFromYear2
Excess From Year1	343488	ExcessFromYear1
Excess From Current Year	718493	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	JOHN W MARTIN	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (52 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
ALLIANCE FOR CHOICE IN EDUCATION
1201 E COLFAX AVE	DENVERCO	CO	80218	NONE	501C(3)	SCHOLARSHIP	$50,000
ANNUNCIATION SCHOOL
3536 LAYFAYETTE	DENVER	CO	80265	NONE	501C(3)	OPERATING GRANT	$30,000
ARRUPE JESUIT HIGH SCHOOL
4343 UTICA STREET	DENVER	CO	80212	NONE	501C(3)	TUITION ASSISTANCE	$120,000
BILLINGS CATHOLIC SCHOOLS FOUNDATION
P O BOX 31158	BILLINGS	MT	59101	NONE	501C(3)	SCHOLARSHIP	$22,500
BOYS & GIRLS CLUB OF YELLOWSTONE COUNTY
505 ORCHARD LANE	BILLINGS	MT	59101	NONE	501C(3)	OPERATING GRANT	$40,000
BOYS & GIRLS CLUB-CNTRL WYOMING
1701 EAST K STREET	CASPER	WY	82601	NONE	501C(3)	SPECIAL EVENT GRANT	$15,000
BOYS AND GIRLS CLUB OF METRO DENVER
2017 WEST 9TH AVENUE	DENVER	CO	80204	NONE	501C(3)	PROGRAM SUPPORT	$30,000
BRIDGEWAY
85 S UNION BLVDSUITE 204	LAKEWOOD	CO	80228	NONE	501C(3)	OPERATING GRANT	$15,000
CAPITOL HILL COMMUNITY SERVICES
1420 OGDEN	DENVER	CO	80128	NONE	501C(3)	OPERATING GRANT	$20,000
CARENET OF BILLINGS
P O BOX 80146	BILLINGS	MT	59108	NONE	501C(3)	OPERATING GRANT	$35,000
CARENET OF BILLINGS
P O BOX 80146	BILLINGS	MT	59108	NONE	501C(3)	SPECIAL PROGRAM GRANT	$40,000
CASA ADVOCATES FOR CHILDREN
10855 BETHANY DR SUITE 200	AURORA	CO	80014	NONE	501C(3)	OPERATING GRANT	$30,000
CASA OF NATRONA COUNTY
1701 EAST E STREET	CASPER	WY	80601	NONE	501C(3)	OPERATING GRANT	$25,000
CASPER YOUTH FOR CHRIST
353 WEST A STREET	CASPER	WY	82601	NONE	501C(3)	SPECIAL EVENT GRANT	$10,000
CENTRAL WYOMING RESCUE MISSION
P O BOX 2030	CASPER	WY	82602	NONE	501C(3)	OPERATING MATCHING GRANT	$25,000
CHILD DEVELOPMENT CENTER OF NATRONA COUNTY
2020 E 12TH STREET	CASPER	WY	82601	NONE	501C(3)	OPERATING GRANT	$40,000
CHILD EVANGELISM FELLOWSHIP
P O BOX 801	THERMOPOLIS	WY	82443	NONE	501C(3)	SCHOLARSHIP	$5,000
CHILDREN'S ADVOCACY PROJECT
305 N ASH	CASPER	WY	82601	NONE	501C(3)	OPERATING GRANT	$15,000
DENVER AREA YOUTH FOR CHRIST
7670 S VAUGHN COURT	ENGLEWOOD	CO	80122	NONE	501C(3)	OPERATING GRANT	$30,000
ESCUELA DE GUADALUPE
3401 PECOS	DENVER	CO	80211	NONE	501C(3)	SCHOLARSHIP	$25,000
FAMILY SERVICE INC
P O BOX 1020	BILLINGS	MT	59103	NONE	501C(3)	SPECIAL PROGRAM SUPPORT	$20,000
FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS
P O BOX 18710	GOLDEN	CO	80402	NONE	501C(3)	OPERATING GRANT	$25,000
FLORENCE CRITTENTON SERVICES
55 SOUTH ZUNI STREET	DENVER	CO	80223	NONE	501C(3)	PROGRAM SUPPORT	$50,000
GRACE MONTESSORI ACADEMY
125 25TH STREET WEST	BILLINGS	MT	59102	NONE	501C(3)	CAPITAL IMPROVEMENT GRANT & TUITION ASSISTANCE	$27,500
IMPACT ASSOCIATION
P O BOX 880	JOPLIN	MO	64802	NONE	501C(3)	START-UP CHALLENGE GRANT	$50,000
INTERFAITH HOSPITALITY NETWORK
401 10TH STREET WEST	BILLINGS	MT	59102	NONE	501C(3)	OPERATING GRANT	$15,000
LIFEWAY PREGNANCY SERVICES
717 2ND AVENUE	NORTH GREAT FALLS	MT	59401	NONE	501C(3)	MEDICAL CONVERSION GRANT	$10,000
MONTANA RESCUE MISSION
P O BOX 3232	BILLINGS	MT	59103	NONE	501C(3)	PROGRAM SUPPORT	$25,000
MOUNT ST VINCENT HOME
4159 LOWELL BLVD	DENVER	CO	80211	NONE	501C(3)	OPERATING GRANT	$25,000
NATIONAL INSTITUTE OF FAMILY & LIFE
5610 SOUTHPOINT CENTER BLVD	FREDERICKSBURG	VA	22407	NONE	501C(3)	SPECIAL PROGRAM GRANT	$93,000
NEW HOPE PREGNANCY CLINIC
320 S IDAHO	BUTTE	MT	59701	NONE	501C(3)	CAPITAL IMPROVEMENT GRANT	$25,000
PREGNANCY OUTREACH CLINIC OF MILES CITY
1917 MAIN STREET	MILES CITY	MT	59301	NONE	501C(3)	CAPITAL IMPROVEMENT GRANT	$27,450
PREGNANCY RESOUCE CENTER-SUBLETTE CO
P O BOX 1729	PINEDALE	WY	82941	NONE	501C(3)	OPERATING GRANT	$15,000
PREGNANCY RESOURCE CENTER OF HELENA
1205 BUTTE AVE SUITE 2	HELENA	MT	59601	NONE	501C(3)	MEDICAL CHALLENGE GRANT	$20,000
PRINCE OF PEACE
801 S BEVERLY ST	CASPER	WY	82609	NONE	501C(3)	SCHOLARSHIP	$5,000
RED ROCKS COMM COLLEGE FND
13300 W SIXTH AVENUE	LAKEWOOD	CO	80228	NONE	501C(3)	SCHOLARSHIP	$39,600
SACRED HEART HOUSE OF DENVER
2844 LAWRENCE STREET	DENVER	CO	80205	NONE	501C(3)	OPERATING GRANT	$25,000
SEEDS OF HOPE CHARITABLE TRUST
1300 S STEELE STREET	DENVER	CO	80205	NONE	501C(3)	TUITION ASSISTANCE	$50,000
ST ANTHONY'S TRI-PARISH SCHOOL
218 E 7TH STREET	CASPER	WY	82601	NONE	501C(3)	OPERATING, TUITION ASSISTANCE AND SPECIAL EVENT GRANT	$96,500
ST JOSEPH SCHOOL
127 N HOWES STREET	FT COLLINS	CO	80521	NONE	501C(3)	TUITION ASISTANCE	$25,000
ST PETER & PAUL CATHOLIC SCHOOL
3920 PIERCE STREET	WHEAT RIDGE	CO	80033	NONE	501C(3)	TUITION ASSISTANCE	$24,000
ST ROSE OF LIMA
1345 W DAKOTA AVENUE	DENVER	CO	80223	NONE	501C(3)	SCHOLARSHIP	$50,000
ST THERESE CATHOLIC SCHOOL
1200 KENTON	AURORA	CO	80010	NONE	501C(3)	TUITION ASSISTANCE	$24,000
SUNRISE PREGNANCY RESOURCE CENTER
P O BOX 1086	SIDNEY	MT	59270	NONE	501C(3)	CAPITAL IMPROVEMENT GRANT	$35,000
THE CARING CENTER
P O BOX 2346	CASPER	WY	82602	NONE	501C(3)	OPERATING GRANT	$10,000
THE OUTREACH FOUNDATION
318 SEABORAD LANE SUITE 205	FRANKLIN	TN	37067	NONE	501C(3)	CAPITAL IMPROVEMENT GRANT	$137,500
TURNING POINT PREGNANCY RESOURCE CENTER
P O BOX 436	JACKSON	WY	83012	NONE	501C(3)	OPERATING GRANT	$37,000
WARREN VILLAGE
1323 GILPIN STREET	DENVER	CO	80218	NONE	501C(3)	OPERATING GRANT	$25,000
WENDY'S OF MONTANA FOUNDATION
2906 2ND AVENUE NORTH	BILLINGS	MT	59101	NONE	501C(3)	SPECIAL PROJECT GRANT	$10,000
WYATT -EDISON CHARTER SCHOOL INC
3620 FRANKLIN ST	DENVER	CO	80205	NONE	501C(3)	CAPITAL IMPROVEMENT GRANT	$1,500
YELLOWSTONE YOUNG LIFE
P O BOX 1374	CODY	WY	82414	NONE	501C(3)	SCHOLARSHIP	$12,000
YOUTH CRISIS CENTER
915 S MCKINLEY	CASPER	WY	82601	NONE	501C(3)	CAPITAL IMPROVEMENT GRANT	$36,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	1693550	TotGrantOrContriPaidDuringYear

Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (14 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
AGNES DEI COMMUNICATIONS
1939 IRIS LANE	BILLINGS	MT	59102	NONE	501C(3)	CAPITAL IMPROVEMENT GRANT	$100,000
ARRUPE JESUIT HIGH SCHOOL
4343 UTICA STREET	DENVER	CO	80212	NONE	501C(3)	TUITION ASSISTANT GRANT	$100,000
BOYS & GIRLS CLUB OF CENTRAL WYO
1701 EAST K STREET	CASPER	WY	82601	NONE	501C(3)	SPECIAL PROGRAM GRANT	$30,000
BOYS & GIRLS CLUB OF YELLOWSTONE COUNTY
505 ORCHARD LANE	BILLINGS	MT	59101	NONE	501C(3)	SPECIAL PROJECT GRANT	$72,500
CENTRAL WYOMING RESCUE MISSION
P O BOX 2030	CASPER	WY	82601	NONE	501C(3)	OPERATING GRANT	$25,000
CHILD DEVELOPMENT CENTER OF NATRONA COUNTY
2020 E 12TH STREET	CASPER	WY	82601	NONE	501C(3)	OPERATING GRANT	$20,000
IMPACT ASSOCIATION
P O BOX 880	JOPLIN	MO	64802	NONE	501C(3)	OPERATING GRANT	$50,000
LEGACY MINISTRIES
847 COFFEEN AVENUE	SHERIDAN	WY	82801	NONE	501C(3)	CAPITAL IMPROVEMENT GRANT	$150,000
LIFEWAY PREGNANCY SERVICES
717 2ND AVE NORTH	GREAT FALLS	MT	59401	NONE	501C(3)	CAPITAL EXPANSION GRANT	$20,000
NEW HOPE PREGNANCY CLINIC
320 S IDAHO	BUTTE	MT	59701	NONE	501C(3)	CAPITAL IMPROVEMENT GRANT	$25,000
ST ANTHONY'S TRI-PARISH SCHOOL
218 E 7TH STREET	CASPER	WY	82601	NONE	501C(3)	TUITION ASSISTANCE & SPECIAL PROGRAM GRANT	$116,000
ST ROSE OF LIMA
1345 W DAKOTA AVENUE	DENVER	CO	80223	NONE	501C(3)	3 YEAR SCHOLARSHIP GRANT	$50,000
ST VINCENT HEALTHCARE FOUNDATION
1106 N 30TH STREET	BILLINGS	MT	59101	NONE	501C(3)	CAPITAL IMPROVEMENT GRANT	$200,000
THE CARING CENTER
P O BOX 2346	CASPER	WY	82602	NONE	501C(3)	OPERATING GRANT	$10,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Approved Future	968500	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$1,348	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$601,532	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$687,040	ExclusionAmount

Other Revenue Described OtherRevenueDescribed (6 entries)

DescriptionDescription	Exclusion CodeExclusionCode	ExclusionExclusionAmount
ML TRANSTREND DTP	01	-$2,431
ML TRANSTREND DTP	18	-$23
ML WINTON FUTURESACCESS LLC	01	-$3,244
ML WINTON FUTURESACCESS LLC	18	-$23
ML SYSTEMATIC LLC	01	-$17,777
ML SYSTEMATIC LLC	18	$4,430

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$1,270,852	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	1270852	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo (2 entries)

Contributor NumberContributorNumber	Contributor Name IndividualContributorNameIndividual	Address Line1ContributorAddressUS/AddressLine1	CityContributorAddressUS/City	StateContributorAddressUS/State	ZIP CodeContributorAddressUS/ZIPCode	Aggregate ContributionsAggregateContributions	Person Contribution TypePersonContributionType
1	TIMOTHY REEDY	200 EAST 23RD STREET APT 32E	NEW YORK	NY	10016	10000	X
2	JOHN MARTIN	P O BOX 50190	CASPER	WY	82605	3500000	X

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	MISC ACCOUNTING AND TAX SERVICES	Category
Amount	$1,130	Amount
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	1130	DisbursementsCharitablePrps

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (2 entries)

Description Of PropertyDescriptionOfProperty	Date AcquiredDateAcquired	Cost Or Other BasisCostOrOtherBasis	Prior Years DepreciationPriorYearsDepreciation	Computation MethodComputationMethod	LifeLife	Current Year ExpenseCurrentYearExpense	Net Investment IncomeNetInvestmentIncome	Adjusted Net IncomeAdjustedNetIncome
COMPUTER & ACCESS	2007-05-01	2882	2016	ADS	5.000000000000	288	0	0
COMPUTER	2011-03-23	2680		200DB	5.000000000000	2680	0	0

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (2 entries)

Name Of BondNameOfBond	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
CORPORATE BONDS - SCHD E	4132859	4357016
CORPORATE BONDS - SCHD F	484040	458545

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (4 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
CORPORATE STOCK-SCHD A	2830000	2762780
MUTUAL FUNDS - SCHD B	4836088	5303734
MUTUAL FUNDS - SCHD D	2042648	2050538
CORPORATE STOCK - SCHD C	1842083	1563315

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (6 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
INVESTMENT IN HALCYON ACCESS LTD	AT COST	249999	255232
INVESTMENT IN ML WINSTON	AT COST	54130	54714
INVESTMENT IN PAULSON ADVANTAGE	AT COST	499998	472441
INVESTMENT IN YORK TOTAL ACCESS LTD	AT COST	500000	482791
INVESTMENT IN ML TRANTRECN DTP	AT COST	49084	49034
ML SYSTEMATIC MOMENTUM LLC	AT COST	336453	333537

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc

Field	Value	IRS element (for citing)
Category Or Item	COMPUTER	CategoryOrItem
Cost Or Other Basis	2680	CostOrOtherBasis
Accumulated Depreciation	2680	AccumulatedDepreciation
Book Value	0	BookValue
EOYFMV	0	EOYFMV

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	FRACTIONAL SHARES	Description
BOY Book Value	76	BOYBookValue

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases (2 entries)

DescriptionDescription	AmountAmount
TAX PENALTY	$25
PRIOR PERIOD ADJUSTMENT	$69

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
BANK CHARGES	538	0	0
ANNUAL DUES	695	0	695
COMPUTER EXPENSES	5403	0	0
INVESTMENT INTEREST	35	35	0
INSURANCE	1250	0	0

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (6 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
ML TRANSTREND DTP	-2431	-2431
ML TRANSTREND DTP	-23	-23
ML WINTON FUTURESACCESS LLC	-3244	-3244
ML WINTON FUTURESACCESS LLC	-23	-23
ML SYSTEMATIC LLC	-17777	-17777
ML SYSTEMATIC LLC	4430	4430

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	PAYROLL TAXES	Description
BOY Book Value	1197	BOYBookValue
EOY Book Value	2179	EOYBookValue

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Adjusted Net IncomeAdjustedNetIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
INVESTMENT FEES	$58,932	58932	0	0
CONSULTING	$476	0	0	476

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
TAX ON INVESTMENT INCOME	$15,880	0	0
FOREIGN TAX W/H	$2,319	2319	0
STATE TAX	$25	0	25

THE MARTIN FAMILY FOUNDATION: Form 990PF, tax year 2011

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (13 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (52 entries)

Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (14 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Other Revenue Described OtherRevenueDescribed (6 entries)

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo (2 entries)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (2 entries)

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (2 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (4 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (6 entries)

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases (2 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (6 entries)

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

Comments