MARTIN FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: MARTIN FAMILY CHARITABLE FOUNDATION INC (EIN 20-3447785)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-05-14
IRS object ID: 202031359349100613
Schema version: 2019v5.1
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
Depreciation Schedule
Investments Corp Stock Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-05-14T15:55:36-05:00	ReturnTs
Tax Period End	2019-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Foundation Source	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	One Hollow Ln Ste 212	AddressLine1Txt
City	Lake Success	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11042	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2019-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	203447785	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	The Martin Family Charitable Foundation Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% Foundation Source	InCareOfNm
Business Name Control	MART	BusinessNameControlTxt
Phone	8008391754	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	Foundation Source 501 Silverside Rd	AddressLine1Txt
City	Wilmington	CityNm
State Abbreviation	DE	StateAbbreviationCd
ZIP	198091377	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CELIA V MARTIN	PersonNm
Person Title	president	PersonTitleTxt
Phone	8008391754	PhoneNum
Signature	2020-04-27	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Jeffrey D Haskell	PreparerPersonNm
PTIN	P01345770	PTIN
Phone	8008391754	PhoneNum

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,960,591	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
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$302	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$302	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$16,879	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$16,879	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$24,558	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$88,303	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$24,558	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$81	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$81	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$41,820	TotalRevAndExpnssAmt
Total Net Invst Incm	$41,820	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss	$12,900	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$12,900	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$1,628	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$555	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$11,867	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$11,867	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$26,395	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$13,455	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$11,867	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$66,300	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$66,300	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$92,695	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$13,455	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$78,167	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$50,875	ExcessRevenueOverExpensesAmt
Net Investment Income	$28,365	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$61,842	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$12,226	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$12,226	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$1,125,927	CorporateStockBOYAmt
Corporate Stock EOY	$1,125,668	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,948,365	CorporateStockEOYFMVAmt
Total Assets BOY	$1,187,769	TotalAssetsBOYAmt
Total Assets EOY	$1,137,894	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,960,591	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$1,187,769	RetainedEarningBOYAmt
Retained Earning EOY	$1,137,894	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,187,769	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,137,894	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,187,769	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,137,894	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,187,769	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$50,875	ExcessRevenueOverExpensesAmt
Other Increases	$1,000	OtherIncreasesAmt
Subtotal	$1,137,894	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$1,137,894	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	Publicly-traded Securities	PropertyDesc
Gross Sales Price	$88,303	GrossSalesPriceAmt
Cost Or Other Basis	$63,745	CostOrOtherBasisAmt
Gain Or Loss	$24,558	GainOrLossAmt
Gains Minus Excess Or Losses	$24,558	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$24,558	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$77,007	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$1,687,964	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.045621	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$65,487	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$1,504,347	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.043532	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$61,385	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$1,304,620	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.047052	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$67,375	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$1,368,175	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.049244	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$65,245	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$1,422,690	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.04586	DistributionYr5Rt
Total Distribution	0.231309	TotalDistributionRt
Average Distribution	0.046262	AverageDistributionRt
Net Vl Noncharitable Assets	$1,780,670	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$82,377	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$284	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$82,661	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$78,167	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$567	InvestmentIncomeExciseTaxAmt
Subtotal	$567	SubtotalAmt
Tax Based On Investment Income	$567	TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits	$0	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Tax Due	$567	TaxDueAmt

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	DE	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

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	Foundation Source	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8008391754	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	501 Silverside Road Suite 123	AddressLine1Txt
City	Wilmington	CityNm
State Abbreviation	DE	StateAbbreviationCd
ZIP	198091377	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	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
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
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
Benjamin Martin
Foundation Source 501 Silverside Rd	Wilmington	DE	198091377	VP, Dir	1.0	$0	$0	$0
Carolyn Martin
Foundation Source 501 Silverside Rd	Wilmington	DE	198091377	VP, Dir, Sec	1.0	$0	$0	$0
Celia V Martin
Foundation Source 501 Silverside Rd	Wilmington	DE	198091377	co-Pres, Dir	1.0	$0	$0	$0
Dana Martin
Foundation Source 501 Silverside Rd	Wilmington	DE	198091377	VP, Dir	1.0	$0	$0	$0
James Martin
Foundation Source 501 Silverside Rd	Wilmington	DE	198091377	Co-Pres, Dir	1.0	$0	$0	$0

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$1,759,943	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$47,844	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,807,787	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,807,787	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$27,117	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,780,670	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$89,034	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$89,034	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$567	TaxBasedOnInvestmentIncomeAmt
Total Tax	$567	TotalTaxAmt
Distributable Before Adj	$88,467	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$1,000	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$89,467	DistributableBeforeDedAmt
Distributable As Adjusted	$89,467	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$78,167	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	$78,167	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$78,167	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$89,467	DistributableAsAdjustedAmt
Undistributed Income PY	$78,098	UndistributedIncomePYAmt
Prior Year1	2017	PriorYear1Yr
Prior Year2	2016	PriorYear2Yr
Prior Year3	2015	PriorYear3Yr
Qualifying Distributions	$78,167	QualifyingDistributionsAmt
Applied To Year1	$78,098	AppliedToYear1Amt
Applied To Current Year	$69	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Total Corpus	$0	TotalCorpusAmt
Undistributed Income CY	$89,398	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$0	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	Celia V Martin	ContributingManagerNm
Contributing Manager	James Martin	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMERICAN NATIONAL RED CROSS
2025 E ST NW	WASHINGTON	DC	20006	N/A	PC	Dorian relief FUND	$1,000
APPLETREE INSTITUTE FOR EDUCATION INNOVATION INC
1801 MISSISSIPPI AVE SE 3RD FLO	WASHINGTON	DC	20020	N/A	PC	General & Unrestricted	$10,000
ARC OF MONTGOMERY COUNTY INC
7362 CALHOUN PL	ROCKVILLE	MD	20855	N/A	PC	General & Unrestricted	$1,000
AUDUBON NATURALIST SOCIETY OF THE CENTRAL ATLANTIC
8940 JONES MILL RD	CHEVY CHASE	MD	20815	N/A	PC	General & Unrestricted	$1,000
BETHESDA-CHEVY CHASE HIGH SCHOOL EDUCATIONAL FOUND
POBOX 31209	BETHESDA	MD	20824	N/A	PC	General & Unrestricted	$500
BULLIS SCHOOL INC
10601 FALLS RD	POTOMAC	MD	20854	N/A	PC	General & Unrestricted	$500
BUSINESS FOR SOCIAL RESPONSIBILITY
220 MONTGOMERY ST STE 1700	SAN FRANCISCO	CA	94104	N/A	PC	General & Unrestricted	$500
CEDARS CAMPS
1314 PARKVIEW VALLEY DR	BALLWIN	MO	63011	N/A	PC	General & Unrestricted	$100
CENTER FOR THE INLAND BAYS INC
39375 INLET RD	REHOBOTH BCH	DE	19971	N/A	PC	General & Unrestricted	$500
CERES INC
99 CHAUNCY ST 6TH FLR	BOSTON	MA	02111	N/A	PC	General & Unrestricted	$2,000
CHESAPEAKE BAY FOUNDATION INC
6 HERNDON AVE	ANNAPOLIS	MD	21403	N/A	PC	General & Unrestricted	$500
COLLEGE OF CHARLESTON FOUNDATION
66 GEORGE ST	CHARLESTON	SC	29424	N/A	PC	Theatre Department FUND	$500
CONSERVATION INTERNATIONAL FOUNDATION
2011 CRYSTAL DR STE 600	ARLINGTON	VA	22202	N/A	PC	General & Unrestricted	$1,500
DC YOUTH ORCHESTRA PROGRAM
1120 20TH ST NW STE 200N	WASHINGTON	DC	20036	N/A	PC	General & Unrestricted	$500
EARTHJUSTICE
50 CALIFORNIA ST STE 500	SAN FRANCISCO	CA	94111	N/A	PC	General & Unrestricted	$1,000
ENVIRONMENTAL DEFENSE FUND INCORPORATED
1875 CONNECTICUT AVE NW STE 600	WASHINGTON	DC	20009	N/A	PC	General & Unrestricted	$500
FIRST CHURCH OF CHRIST - SCIENTIST
10 W 68TH ST	NEW YORK	NY	10023	N/A	PC	organ restoration project	$1,000
FIRST CHURCH OF CHRIST SCIENTIST REHOBOTH BEACH
801 BAYARD AVE	REHOBOTH BEACH	DE	19971	N/A	PC	General & Unrestricted	$500
FRANKLIN & MARSHALL COLLEGE
PO BOX 3003	LANCASTER	PA	17604	N/A	PC	Now to Next Campaign	$10,000
GLEN ECHO FIRE DEPARTMENT FOUNDATION INC
5920 MASSACHUSETTS AVE	BETHESDA	MD	20816	N/A	PC	General & Unrestricted	$200
GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS
3939 CAMPBELL AVE	ARLINGTON	VA	22206	N/A	PC	General & Unrestricted	$1,000
HISTORIC CHARLESTON FOUNDATION
PO BOX 1120	CHARLESTON	SC	29402	N/A	PC	preservation FUND FOR the Ashley River Historic District in Charleston	$500
HUMAN RIGHTS WATCH INC
350 5TH AVE 34TH FL	NEW YORK	NY	10118	N/A	PC	General & Unrestricted	$1,000
LITTLE FALLS WATERSHED ALLIANCE INC
4920 DORSET AVE	CHEVY CHASE	MD	20815	N/A	PC	General & Unrestricted	$2,500
MICHIGAN STATE UNIVERSITY
SPARTAN WAY 535 CHESTNUT RD RM 300	EAST LANSING	MI	48824	N/A	PC	Raymond D. adn H. Claire Vlasin Faculty Development Fund	$12,500
MONTGOMERY COUNTY HUMANE SOCIETY INC
601 S STONESTREET AVE	ROCKVILLE	MD	20850	N/A	PC	General & Unrestricted	$1,000
MPT FOUNDATION INC
11767 OWINGS MILLS BLVD	OWINGS MILLS	MD	21117	N/A	PC	General & Unrestricted	$300
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UN
2600 VIRGINIA AVE NOR	WASHINGTON	DC	20037	N/A	PC	3 year restoration plan FUND for the National Mall Tidal Basin	$500
NATURAL RESOURCES DEFENSE COUNCIL INC
40 W 20TH ST	NEW YORK	NY	10011	N/A	PC	General & Unrestricted	$1,000
NATURE CONSERVANCY
4245 N FAIRFAX DR STE 100	ARLINGTON	VA	22203	N/A	PC	General & Unrestricted	$500
OYSTER RECOVERY PARTNERSHIP INC
PO BOX 6775	ANNAPOLIS	MD	21401	N/A	PC	General & Unrestricted	$1,000
PLATTE RIVER WHOOPING CRANE MAINTENANCE TRUST INC
6611 W WHOOPING CRANE DR	WOOD RIVER	NE	68883	N/A	SO I	General & Unrestricted	$1,000
REHOBOTH BEACH VOLUNTEER FIRE CO INC
PO BOX 327	REHOBOTH BCH	DE	19971	N/A	PC	General & Unrestricted	$200
ROCKY MOUNTAIN INSTITUTE
2490 JCT PL STE 200	BOULDER	CO	80302	N/A	PC	General & Unrestricted	$1,000
SIXTH CHURCH OF CHRIST SCIENTIST WASHINGTON DC
4601 MASSACHUSETTS AVE NW	WASHINGTON	DC	20016	N/A	PC	General & Unrestricted	$2,000
TACOMA COMMUNITY HOUSE
PO BOX 5107	TACOMA	WA	98415	N/A	PC	REACH Center	$1,000
TRINITY COLLEGE
300 SUMMIT ST	HARTFORD	CT	06106	N/A	PC	General & Unrestricted	$500
UNIVERSITY OF VIRGINIA DARDEN SCHOOL FOUNDATION
PO BOX 7726	CHARLOTTESVILLE	VA	22906	N/A	SO III FI	DC Women's Scholarship Fund	$2,500
WASHINGTON EPISCOPAL DAY SCHOOL INC
5600 LITTLE FALLS PKWY	BETHESDA	MD	20816	N/A	PC	General & Unrestricted	$500
WASHINGTON PERFORMING ARTS SOCIETY
1400 K ST NW STE 500	WASHINGTON	DC	20005	N/A	PC	General & Unrestricted	$1,000
WORLD RESOURCES INSTITUTE
10 G ST NE 8TH FL	WASHINGTON	DC	20002	N/A	PC	General & Unrestricted	$1,000
YELLOWSTONE FOREVER
PO BOX 117	YELLOWSTONE NATL PARK	WY	82190	N/A	PC	General & Unrestricted	$500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$66,300	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

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$302	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$16,879	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	$24,558	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	CLASS ACTION LAWSUIT PROCEEDS	Desc
Exclusion	01	ExclusionCd
Exclusion	$81	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$41,820	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$41,820	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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
AMERICAN FUNDS EUROPACIFIC GRO	$35,542	$34,682
APPLE INC	$41,048	$123,333
BARON EMERGING MARKETS FUND	$61,492	$56,564
BROWN ADVISORY SMALL CAP GROWT	$38,482	$54,863
BROWN ADVISORY SUSTAINABILITY	$426,450	$710,662
CHARLES SCHWAB CORP	$36,185	$85,608
CORE LABORATORIES	$38,663	$22,602
DODGE & COX STOCK	$70,183	$71,465
ENBRIDGE INC	$40,824	$54,763
INTEL CORP	$31,668	$92,169
INVESCO OPPENHEIMER INTERNATIO	$66,586	$87,601
JP MORGAN CHASE	$40,975	$125,460
PAYPAL HOLDINGS, INC	$28,606	$75,719
QUALCOMM INC	$31,354	$70,584
VISA INC	$42,386	$172,868
WASATCH INTERNATIONAL OPPORTUN	$57,000	$69,963
WELLS FARGO FDS, DISCOVERY FD	$38,224	$39,459

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees	$11,842	$11,842
State or Local Filing Fees	$25	$25

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	Class Action Lawsuit Proceeds	Desc
Revenue And Expenses Per Books	$81	RevenueAndExpensesPerBooksAmt
Net Investment Income	$81	NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	RETURNED GRANTS	Desc
Amt	$1,000	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	Investment Management Services	CategoryTxt
Amt	$12,900	Amt
Net Investment Income	$12,900	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
990-PF Excise Tax for 2018	$1,073
Foreign Tax Paid	$555	$555