GEORGE & MIRIAM MARTIN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE & MIRIAM MARTIN FOUNDATION (EIN 23-2828201)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-13
- IRS object ID
- 202402269349100605
- Schema version
- 2023v5.1
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-13T09:14:52-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232534021 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSENFELT SIEGEL & GOLDBERG | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 ROCK HILL RD STE300 | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232828201 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE & MIRIAM MARTIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 2158347656 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO G MARTIN 1047 JAINE LANE | AddressLine1Txt |
| City | CHESTER SPRINGS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19425 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE MARTIN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2155878400 | PhoneNum |
| Signature | 2024-08-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH M MERRILL | PreparerPersonNm |
| PTIN | P00077939 | PTIN |
| Phone | 6106672060 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,124,307 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $91,771 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,771 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,352,289 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,073,182 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,352,289 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $21,275 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $21,275 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,465,335 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,465,335 | 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 |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,868 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $370 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,903 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $370 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,193,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,193,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,202,003 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $370 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,193,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$736,668 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,464,965 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $51,277 | CashBOYAmt |
| Cash EOY | $57,744 | CashEOYAmt |
| Cash EOYFMV | $57,744 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $145,857 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,953 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,953 | SavAndTempCashInvstEOYFMVAmt |
| Mortgage Loans BOY | $400,340 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $356,615 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $356,615 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $5,472,140 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,903,634 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,694,995 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,069,614 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,332,946 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,124,307 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,069,614 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,332,946 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,069,614 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,332,946 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,069,614 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,332,946 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,069,614 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$736,668 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,332,946 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,332,946 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VNGD CAPITAL OPP ADM | P | 2000-06-01 | 2023-04-18 | $2,000,000 | $720,893 | $1,279,107 | $1,279,107 |
| CAPITAL GAINS DIVIDENDS | P | $73,182 | $73,182 | $73,182 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,352,289 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,363 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,363 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,363 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $22,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,637 | OverpaymentAmt |
| Applied To ES Tax | $1,637 | 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 | PA | 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 | WWW.THEMARTINFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | GEORGE MARTIN | IndividualWithBooksNm |
| Phone | 2158347656 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1047 JAINE LANE | AddressLine1Txt |
| City | CHESTER SPRINGS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19425 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE MARTIN | ||||||||
| 1047 JAINE LANE | CHESTER SPRINGS | PA | 19425 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| GLENN EMERY | ||||||||
| 3338 TREXLER BLVD | ALLENTOWN | PA | 18104 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| REBECCA WOOD | ||||||||
| 43 CHESTNUT LANE | YARMOUTH | ME | 04096 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHRISTY MARTIN | ||||||||
| 1047 JAINE LANE | CHESTER SPRINGS | PA | 19425 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MAURA SHUEY | ||||||||
| 121 ATTERIDGE ROAD | LAKE FOREST | IL | 60045 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LAWRENCE STRANGE | ||||||||
| 1808 HARVEY ROAD | WILMINGTON | DE | 19810 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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 | $7,020,098 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $210,161 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,230,259 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,230,259 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $108,454 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,121,805 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $356,090 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $356,090 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,363 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,363 | TotalTaxAmt |
| Distributable Before Adj | $335,727 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $335,727 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $335,727 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,193,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,193,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $335,727 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $790,113 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,165,897 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,515,578 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,712,409 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,736,059 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,920,056 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,193,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $335,727 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,857,373 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,777,429 | 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 | $790,113 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,987,316 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,165,897 | ExcessFromYear4Amt |
| Excess From Year3 | $1,515,578 | ExcessFromYear3Amt |
| Excess From Year2 | $1,712,409 | ExcessFromYear2Amt |
| Excess From Year1 | $1,736,059 | ExcessFromYear1Amt |
| Excess From Current Year | $1,857,373 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GEORGE MARTIN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GEORGE MARTIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1047 JAINE LANE | AddressLine1Txt |
| City | CHESTER SPRINGS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19425 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2158347656 | RecipientPhoneNum |
| Form And Info And Materials | NO PARTICULAR FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CHARITABLE RIVER OR WATERSHED PROTECTION ACTIVITIES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RIVERS | |||||||
| 1101 14TH ST NW SUITE 1400 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $1,000 |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 1615 M STREET NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $6,000 |
| CLEAN AIR COUNCIL | |||||||
| 135 S 19TH ST SUITE 300 | PHILADELPHIA | PA | 19103 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $1,000 |
| COMMUNITY ENVIRONMENTAL LEGAL DEFENSE FUND | |||||||
| PO BOX 360 | MERCERSBURG | PA | 17236 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $5,000 |
| DELAWARE RIVER KEEPER | |||||||
| 300 POND ST 2ND FL | BRISTOL | PA | 19007 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $40,000 |
| DING DARLING WILDLIFE SOCIETY | |||||||
| PO BOX 565 | SANIBEL | FL | 33957 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $5,000 |
| DOWNEAST SALMON FEDERATION | |||||||
| 187 MAIN ST | COLUMBIA FALLS | ME | 04623 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $2,000 |
| EARTH LAW CENTER | |||||||
| 530 MAIN AVE UNIT F | DURANGO | CO | 81301 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $5,000 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA ST | SAN FRANCISCO | CA | 94111 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $2,000,000 |
| EL PORVENIR | |||||||
| 80 GARDEN CENTER | BROOMFIELD | CO | 80020 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $2,000 |
| FRENCH & PICKERING CREEK CONSERVATION | |||||||
| 3340 CONSERVATION LANE | POTTSTOWN | PA | 19465 | NONE | 501(C)(3) | SUPPORT THERI WORK | $2,500 |
| BEARS EARS PARTNERSHIP | |||||||
| PO BOX 338 | BLUFF | UT | 84512 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $1,000 |
| GREEN VALLEYS ASSOC | |||||||
| 1368 PRIZER ROAD | POTTSTOWN | PA | 19465 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $5,000 |
| HORSESHOE TRAIL CONSERVANCY INC | |||||||
| PO BOX 2226 | SOUTHEASTERN | PA | 19399 | NONE | 501(C)(3) | SUPPORT THEIR WORKSUPPORT THEIR WORK | $11,600 |
| INTERAMERICAN ASSOC FOR ENVIRONMENTAL DEFENSE (AIDA) | |||||||
| 50 CALIFORNIA ST STE 500 | SAN FRANCISCO | CA | 94111 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $2,000 |
| INTERNATIONAL RIVERS NETWORK | |||||||
| 1847 BERKELEY WAY | BERKELEY | CA | 94703 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $25,000 |
| MAHOOSUC LAND TRUST | |||||||
| 162 NORTH ROAD | BETHEL | ME | 04217 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $5,000 |
| MOTHER JONES | |||||||
| PO BOX 8540 | BIG SANDY | TX | 75755 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $20,000 |
| NATURAL LANDS TRUST | |||||||
| 1031 PALMERS MILL ROAD | MEDIA | PA | 19063 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $25,000 |
| NATURAL RESOURCES COUNCIL OF MAINE | |||||||
| 3 WADE STREET | AUGUSTA | ME | 04330 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $2,000 |
| PENN ENVIRONMENT | |||||||
| 1528 WALNUT ST 1400 | PHILADELPHIA | PA | 19102 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $10,000 |
| PENN ENVIRONMENTAL COUNCIL | |||||||
| 1617 JFK BLVD SUITE 543 | PHILADELPHIA | PA | 19103 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $1,000 |
| PENN FUTURE | |||||||
| 610 N THIRD ST | HARRISBURG | PA | 17101 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $15,000 |
| PENNSYLVANIA ENVIRONMENTAL DEFENSE FOUNDATION | |||||||
| PO BOX 371 | CAMP HILL | PA | 17001 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $4,000 |
| PUBLIC EMPLOYEES FOR ENVIRONMENTAL RESPONSIBILITY | |||||||
| 2000P STREET SUITE 240 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $2,000 |
| PUBLIC JUSTICE FOUNDATION | |||||||
| 1825 K STREET NW | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $1,000 |
| RAILS TO TRAILS CONSERVANCY | |||||||
| 2133 MARKET ST | CAMP HILL | PA | 17011 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $5,000 |
| RIVERS WITHOUT BORDERS | |||||||
| PO BOX 1968 | PORT TOWNSEND | WA | 98368 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $7,000 |
| ROYAL RIVER CONSERVATION TRUST | |||||||
| 325 MAIN ST | YARMOUTH | ME | 04096 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $5,000 |
| SANIBEL-CAPTIVA CONSERVATION | |||||||
| 3333 SANIBEL-CAPTIVA ROAD | SANIBEL | FL | 33957 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $1,000 |
| TROUT UNLIMITED | |||||||
| 1300 N 17TH ST STE 500 | ARLINGTON | VA | 22209 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $1,000 |
| WILD EARTH GUARDIANS | |||||||
| 312 MONTEZUMA | SANTE FE | NM | 87501 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $4,000 |
| WOODSTOCK LAND CONSERVANCY | |||||||
| PO BOX 864 | WOODSTOCK | NY | 12498 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $1,000 |
| INTERNATIONAL RIVERS NETWORK | |||||||
| 1847 BERKELEY WAY | BERKELEY | CA | 94703 | NONE | 501(C)(3) | VOID CHECK | -$30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,193,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91,771 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,275 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,352,289 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,465,335 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,465,335 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD CAP OPP | FMV | $2,762,972 | $3,415,146 |
| VANGUARD INTL GROWTH | FMV | $287,321 | $403,622 |
| VANGUARD DIVIDEND GRWTH | FMV | $1,853,341 | $2,876,227 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT | Desc |
| Revenue And Expenses Per Books | $21,275 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $21,275 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $370 | $370 | $0 | $0 |
| 2023 990PF TAXES EST | $6,498 | $0 | $0 | $0 |