GEORGE & MIRIAM MARTIN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE & MIRIAM MARTIN FOUNDATION (EIN 23-2828201)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201911349349102486
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T12:49:11-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2155878400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1818 MARKET STREET 35TH FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE MARTIN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2155878400 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARTHUR B SIEGEL | PreparerPersonNm |
| PTIN | P00027982 | PTIN |
| Phone | 6106672060 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.123.60.123 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 13:04:40 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 92D0B29696B6DC11FDB6930E247703ECF383949E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 36DA4E4C72FF1F58C0407163064CAAA514B6C910 | 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 | $11,024,320 | 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 | $325,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $199,115 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $199,115 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,381,352 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,109,264 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,381,352 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $26,330 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $26,330 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,931,797 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,606,797 | 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 | $4,740 | 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 | $16,310 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $401 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24 | 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 | $21,074 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $401 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,368,023 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,368,023 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,389,097 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $401 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,368,023 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $542,700 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,606,396 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,020 | CashBOYAmt |
| Cash EOY | $17,348 | CashEOYAmt |
| Cash EOYFMV | $17,348 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $67,705 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $377,598 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $377,598 | SavAndTempCashInvstEOYFMVAmt |
| Mortgage Loans BOY | $438,936 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $421,266 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $421,266 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $7,860,023 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,419,561 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,208,108 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,368,684 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,235,773 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,024,320 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $8,368,684 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,235,773 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,368,684 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,235,773 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,368,684 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,235,773 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,368,684 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $542,700 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,911,384 | SubtotalAmt |
| Other Decreases | $675,611 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,235,773 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VNGD RE INDEX | P | 2018-01-15 | 2018-10-30 | $11,335 | $10,470 | $865 | $865 |
| VNGD RE INDEX | P | 2017-06-01 | 2018-10-30 | $47,373 | $43,758 | $3,615 | $3,615 |
| VNGD RE INDEX | P | 2016-06-01 | 2018-10-30 | $182,136 | $75,447 | $106,689 | $106,689 |
| VNGD WINDSOR | P | 2015-06-01 | 2018-05-01 | $428,058 | $219,075 | $208,983 | $208,983 |
| VNGD SELECTED VAL | P | 2015-06-01 | 2018-05-01 | $250,000 | $173,995 | $76,005 | $76,005 |
| VNGD MIDCAP INDX | P | 2009-05-15 | 2018-05-01 | $250,000 | $69,254 | $180,746 | $180,746 |
| VNGD MIDCAP INDX | P | 2009-05-15 | 2018-10-30 | $18,178 | $5,219 | $12,959 | $12,959 |
| VNGD MIDCAP INDX | P | 2018-01-15 | 2018-10-30 | $3,294 | $2,552 | $742 | $742 |
| VNGD WINDSOR | P | 2015-06-01 | 2018-05-01 | $71,942 | $69,120 | $2,822 | $2,822 |
| VNGD MIDCAP INDX | P | 2009-05-15 | 2018-10-30 | $76,163 | $59,022 | $17,141 | $17,141 |
| CAPITAL GAINS DIVIDENDS | P | $770,785 | $770,785 | $770,785 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,381,352 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,095,645 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,425,605 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.168655 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $494,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,461,094 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043102 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $519,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,284,660 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045992 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $439,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,243,129 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042858 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $495,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,392,243 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059043 | DistributionYr5Rt |
| Total Distribution | 0.359650 | TotalDistributionRt |
| Average Distribution | 0.071930 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,879,481 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $854,491 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,064 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $870,555 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,368,023 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $16,064 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,064 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,064 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,360 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $704 | TaxDueAmt |
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 | Yes (1) | 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 | 2155878400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1818 MARKET ST | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | 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 (7 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 | BIRCHRUNVILLE | PA | 19421 | 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 |
| CAROL MARTIN STRANGE | ||||||||
| 905 FITZHUGH ST | SANIBEL | FL | 33957 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHRISTY MARTIN | ||||||||
| 1047 JAINE LANE | BIRCHRUNVILLE | PA | 19421 | 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 | $11,746,110 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $314,277 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,060,387 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,060,387 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $180,906 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,879,481 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $593,974 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $593,974 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,064 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,064 | TotalTaxAmt |
| Distributable Before Adj | $577,910 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $577,910 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $577,910 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,368,023 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,368,023 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $16,064 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,351,959 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $577,910 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $85,382 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $1,505,075 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,590,457 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,368,023 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $577,910 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $790,113 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,380,570 | 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 | $85,382 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,295,188 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,505,075 | ExcessFromYear1Amt |
| Excess From Current Year | $790,113 | 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 | 1818 MARKET STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2155878400 | 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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVANCED ENERGY ECONOMY INSTITUTE | |||||||
| 1000 VERMONT AVE NW | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $10,000 |
| AMERICAN RIVERS | |||||||
| 1101 14TH ST NW SUITE 1400 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $1,000 |
| AMERICAN WHITEWATER | |||||||
| PO BOX 1540 | CULLOWHEE | NC | 28723 | 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 |
| CHESTER RIDLEY CRUM WATERSHEDS ASSOC | |||||||
| 38 BISHOP HOLLOW RD 120 | NEWTOWN SQUARE | PA | 19073 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $2,000 |
| CLEAN AIR COUNCIL | |||||||
| 135 S 19TH ST SUITE 300 | PHILADELPHIA | PA | 19103 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $5,000 |
| COMMUNITY ENVIRONMENTAL LEGAL DEFENSE FUND | |||||||
| PO BOX 360 | MERCERSBURG | PA | 17236 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $1,000 |
| 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 | $1,000 |
| EARTHJUSTICE | |||||||
| 426 17TH ST 6TH FLOOR | OAKLAND | CA | 94612 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $1,106,023 |
| EL PORVENIR | |||||||
| 1420 OGDEN ST 204 | DENVER | CO | 80218 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $1,000 |
| FOREST SERVICE EMPLOYEES FOR ENVIRONMENTAL ETHICS | |||||||
| PO BOX 11615 | EUGENE | OR | 97440 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $1,000 |
| FRENCH & PICKERING CREEK CONSERVATION | |||||||
| 3340 CONSERVATION LANE | POTTSTOWN | PA | 19465 | NONE | 501(C)(3) | SUPPORT THEIR WORKSUPPORT THEIR WORKSUPPORT THEIR WORK | $20,000 |
| FRIENDS OF CEDAR MESA | |||||||
| 567 MAIN ST | 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 | $20,000 |
| HORSESHOE TRAIL CONSERVANCY INC | |||||||
| PO BOX 2226 | SOUTHEASTERN | PA | 19399 | NONE | 501(C)(3) | SUPPORT THEIR WORKSUPPORT THEIR WORK | $20,000 |
| INTERNATIONAL RIVERS NETWORK | |||||||
| 1847 BERKELEY WAY | BERKELEY | CA | 94703 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $30,000 |
| KEYSTONE ENERGY EFFICIENCY ALLIANCE | |||||||
| 14 S 3RD ST | PHILADELPHIA | PA | 19106 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $10,000 |
| KEYSTONE TRAIL ASSOCIATION | |||||||
| PO BOX 251 | COGAN STATION | PA | 17728 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $2,000 |
| NATURAL LANDS TRUST | |||||||
| 1031 PALMERS MILL ROAD | MEDIA | PA | 19063 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $35,000 |
| PENN ENVIRONMENT | |||||||
| 1429 WALNUT ST | PHILADELPHIA | PA | 19102 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $5,000 |
| PENN ENVIRONMENTAL COUNCIL | |||||||
| 1315 WALNUT ST | PHILADELPHIA | PA | 19107 | 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 | $10,000 |
| PENNSYLVANIA LAND TRUST ALLIANCE | |||||||
| 105 LOCUST ST | HARRISBURG | PA | 17101 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $5,000 |
| 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 | $12,000 |
| RAILS TO TRAILS CONSERVANCY | |||||||
| 2133 MARKET ST | CAMP HILL | PA | 17011 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $1,000 |
| RECLAIM THE BAY | |||||||
| 1623 WHITESVILLE ROAD | TOMS RIVER | NJ | 08755 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $1,000 |
| RIVERS WITHOUT BORDERS | |||||||
| PO BOX 1968 | PORT TOWNSEND | WA | 98368 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $2,000 |
| SANIBEL-CAPTIVA CONSERVATION | |||||||
| 3333 SANIBEL-CAPTIVA ROAD | SANIBEL | FL | 33957 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $5,000 |
| TROUT UNLIMITED | |||||||
| 1300 N 17TH ST STE 500 | ARLINGTON | VA | 22209 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $5,000 |
| WILD EARTH GUARDIANS | |||||||
| 312 MONTEZUMA | SANTE FE | NM | 87501 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $5,000 |
| WOODSTOCK LAND CONSERVANCY | |||||||
| PO BOX 864 | WOODSTOCK | NY | 12498 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,368,023 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $199,115 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,330 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,381,352 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,606,797 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,606,797 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE MARTIN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1047 JAINE LANE | AddressLine1Txt |
| City | BIRCHRUNVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19421 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $325,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,740 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD HEALTH CARE | FMV | $2,486,649 | $3,138,772 |
| VANGUARD CAP OPP | FMV | $2,164,542 | $3,684,442 |
| VANGUARD SELECTED VALUE | FMV | $289,110 | $246,111 |
| VANGUARD WINDSOR II | FMV | $145,156 | $127,892 |
| VANGUARD INTL GROWTH | FMV | $178,134 | $243,658 |
| VANGUARD DIVIDEND GRWTH | FMV | $2,155,970 | $2,767,233 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST PRIOR YEARS ASSET COST BASIS | Desc |
| Amt | $675,611 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $24 | 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 | K-1 INVESTMENT | Desc |
| Revenue And Expenses Per Books | $26,330 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $26,330 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE MARTIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1047 JAINE LANE | AddressLine1Txt |
| City | BIRCHRUNVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19421 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $401 | $401 | $0 | $0 |
| 2017 990PF TAXES | $549 | $0 | $0 | $0 |
| 2018 990PF TAXES | $15,360 | $0 | $0 | $0 |