MARTIN FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MARTIN FAMILY CHARITABLE FOUNDATION INC (EIN 20-3447785)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-23
- IRS object ID
- 201911139349100116
- Schema version
- 2018v3.1
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-23T14:19:14-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | co president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2019-04-06 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520191135000030 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-04-23 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8776116A3220F8F92B6869340FF540F084420A8B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0C5E5A4654C1C37B4810F575F1A1D05F0CA21AED | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,540,071 | 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 | $960 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $960 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,017 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,017 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $96,107 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $294,167 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $96,107 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $113,084 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $113,084 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $14,016 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,016 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,049 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $425 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $11,807 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $11,807 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,872 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,441 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,807 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $93,072 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,441 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $77,007 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,012 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $98,643 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,466 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,842 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,842 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,161,291 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,125,927 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,478,229 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,167,757 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,187,769 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,540,071 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,167,757 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,187,769 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,167,757 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,187,769 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,167,757 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,187,769 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,167,757 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,012 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,187,769 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,187,769 | 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 | $294,167 | GrossSalesPriceAmt |
| Cost Or Other Basis | $198,060 | CostOrOtherBasisAmt |
| Gain Or Loss | $96,107 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $96,107 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $96,107 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $65,487 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,504,347 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043532 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $61,385 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,304,620 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047052 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $67,375 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,368,175 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049244 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $65,245 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,422,690 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04586 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $62,168 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,304,189 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047668 | DistributionYr5Rt |
| Total Distribution | 0.233356 | TotalDistributionRt |
| Average Distribution | 0.046671 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,687,964 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $78,779 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $986 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $79,765 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $77,007 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,973 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,973 | SubtotalAmt |
| Tax Based On Investment Income | $1,973 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $900 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $1,073 | 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 | $1,636,793 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $76,876 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,713,669 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,713,669 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,705 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,687,964 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,398 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,398 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,973 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,973 | TotalTaxAmt |
| Distributable Before Adj | $82,425 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $82,425 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $82,425 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $77,007 | 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 | $77,007 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $77,007 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $82,425 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $72,680 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Qualifying Distributions | $77,007 | QualifyingDistributionsAmt |
| Applied To Year1 | $72,680 | AppliedToYear1Amt |
| Applied To Current Year | $4,327 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $78,098 | 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 |
|---|---|---|---|---|---|---|---|
| A WIDER CIRCLE INC | |||||||
| 4808 MOORLAND LN APT 802 | BETHESDA | MD | 20814 | N/A | PC | General & Unrestricted | $500 |
| ALLOWANCE FOR GOOD | |||||||
| 922 DAVIS ST | EVANSTON | IL | 60201 | N/A | PC | General & Unrestricted | $1,000 |
| BETHESDA-CHEVY CHASE HIGH SCHOOL EDUCATIONAL FOUND | |||||||
| POBOX 31209 | BETHESDA | MD | 20824 | N/A | PC | General & Unrestricted | $100 |
| BUSINESS FOR SOCIAL RESPONSIBILITY | |||||||
| 88 KEARNY ST 12TH FL | SAN FRANCISCO | CA | 94108 | N/A | PC | General & Unrestricted | $1,000 |
| 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 | DE | 19971 | N/A | PC | General & Unrestricted | $500 |
| CERES INC | |||||||
| 99 CHAUNCY ST 6TH FLR | BOSTON | MA | 02111 | N/A | PC | General & Unrestricted | $1,000 |
| CHEETAH CONSERVATION FUND | |||||||
| PO BOX 2496 | ALEXANDRIA | VA | 22301 | N/A | PC | General & Unrestricted | $500 |
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | PC | General & Unrestricted | $1,000 |
| CHILDRENS LAW CENTER INCORPORATED | |||||||
| 501 3RD ST NW 8TH FL | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $200 |
| CONSERVATION INTERNATIONAL FOUNDATION | |||||||
| 2011 CRYSTAL DR STE 500 | ARLINGTON | VA | 22202 | N/A | PC | General & Unrestricted | $1,500 |
| DC YOUTH ORCHESTRA PROGRAM | |||||||
| 1700 E CAPITOL ST NE | WASHINGTON | DC | 20003 | N/A | PC | General & Unrestricted | $500 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA ST STE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | General & Unrestricted | $1,500 |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 1875 CONNECTICUT AVE NW STE 600 | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $1,000 |
| FIRST CHURCH OF CHRIST SCIENTIST | |||||||
| 33 SCHOOL ST | CONCORD | NH | 03301 | N/A | PC | Restoration Project | $500 |
| FIRST CHURCH OF CHRIST SCIENTIST REHOBOTH BEACH | |||||||
| 801 BAYARD AVE | REHOBOTH BEACH | DE | 19971 | N/A | PC | General & Unrestricted | $5,000 |
| GREEN AMERICA | |||||||
| 1612 K ST NW STE 600 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $500 |
| HUMAN RIGHTS WATCH INC | |||||||
| 350 5TH AVE 34TH FL | NEW YORK | NY | 10118 | N/A | PC | General & Unrestricted | $1,500 |
| INSTRUMENTS OF HOPE INC | |||||||
| 530 MEADOW SWEET CIR | OSPREY | FL | 34229 | N/A | PC | General & Unrestricted | $1,000 |
| MICHIGAN STATE UNIVERSITY | |||||||
| SPARTAN WAY 535 CHESTNUT RD RM 300 | EAST LANSING | MI | 48824 | N/A | PC | Raymond D. and 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 |
| NATIONAL AUDUBON SOCIETY | |||||||
| 159 SAPSUCKER WOODS RD | ITHACA | NY | 14850 | N/A | PC | General & Unrestricted | $1,000 |
| NATIONAL OUTDOOR LEADERSHIP SCHOOL | |||||||
| 284 LINCOLN ST | LANDER | WY | 82520 | N/A | PC | General & Unrestricted | $1,000 |
| 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 | $1,000 |
| OCEAN CONSERVANCY INC | |||||||
| 1300 19TH ST NW 8TH FL | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $1,000 |
| RAINFOREST ALLIANCE INC | |||||||
| 233 BROADWAY 28TH FL | NEW YORK | NY | 10279 | N/A | PC | General & Unrestricted | $1,000 |
| REHOBOTH BEACH VOLUNTEER FIRE CO INC | |||||||
| PO BOX 327 | REHOBOTH BCH | DE | 19971 | N/A | PC | General & Unrestricted | $100 |
| ROCKY MOUNTAIN INSTITUTE | |||||||
| 2490 JCT PL STE 200 | BOULDER | CO | 80302 | N/A | PC | General & Unrestricted | $1,000 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST STE 1250 | OAKLAND | CA | 94612 | 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 | $4,000 |
| TACOMA COMMUNITY HOUSE | |||||||
| 1314 S L ST | TACOMA | WA | 98405 | N/A | PC | REACH Center at 714 S. 27th Street | $1,000 |
| THE ASPEN INSTITUTE INC | |||||||
| 2300 N ST NW STE 700 | WASHINGTON | DC | 20037 | N/A | PC | the Energy and Environment Practice | $500 |
| TRINITY COLLEGE | |||||||
| 300 SUMMIT ST | HARTFORD | CT | 06106 | N/A | PC | men's squash program | $10,000 |
| UNION OF CONCERNED SCIENTISTS INC | |||||||
| 2 BRATTLE SQ STE 6 | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $1,000 |
| UNIVERSITY OF DELAWARE | |||||||
| 83 E MAIN ST 3RD FL | NEWARK | DE | 19716 | N/A | PC | Center for Economic Education and Entrepreneurship at Alfred Lerner Hall | $1,500 |
| 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 PERFORMING ARTS SOCIETY | |||||||
| 1400 K ST NW STE 500 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $1,000 |
| WOMEN FOR WOMEN INTERNATIONAL | |||||||
| 2000 M ST NW STE 200 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $700 |
| WORLD RESOURCES INSTITUTE | |||||||
| 10 G ST NE 8TH FL | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $1,000 |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | 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 | $65,200 | 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 | $960 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,017 | 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 | $96,107 | 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 | $113,084 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $113,084 | 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 | $61,627 | $48,350 |
| APACHE CORPORATION | $26,862 | $12,338 |
| APPLE INC | $41,048 | $66,251 |
| BARON EMERGING MARKETS FUND | $61,230 | $47,588 |
| BROWN ADVISORY SMALL CAP GROWT | $37,406 | $41,028 |
| BROWN ADVISORY SUSTAINABILITY | $421,224 | $526,219 |
| CHARLES SCHWAB CORP | $41,436 | $87,213 |
| DODGE & COX STOCK | $63,114 | $57,252 |
| ENBRIDGE INC | $40,824 | $42,797 |
| INTEL CORP | $36,192 | $84,474 |
| JP MORGAN CHASE | $40,975 | $87,858 |
| OPPENHEIMER INTL SMALL COMPANY | $62,433 | $70,035 |
| PAYPAL HOLDINGS, INC | $28,606 | $58,863 |
| QUALCOMM INC | $31,354 | $45,528 |
| VISA INC | $42,386 | $121,385 |
| WASATCH INTERNATIONAL OPPORTUN | $55,394 | $52,785 |
| WELLS FARGO FDS, DISCOVERY FD | $33,816 | $28,265 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $11,782 | $11,782 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $14,016 | Amt |
| Net Investment Income | $14,016 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2018 | $900 | |
| 990-PF Extension for 2017 | $724 | |
| Foreign Tax Paid | $425 | $425 |