DAVID & SUSAN MARTIN FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DAVID & SUSAN MARTIN FOUNDATION INC (EIN 20-3945158)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201811349349104076
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Receivables Officers Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T16:58:52-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 TOWNSGATE ROAD SUITE 400 | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203945158 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID & SUSAN MARTIN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SUSAN MARTIN | InCareOfNm |
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 3104747379 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2056 MADRONA AVENUE | AddressLine1Txt |
| City | SAINT HELENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94574 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J DAVID MARTIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3104747379 | PhoneNum |
| Signature | 2018-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephanie Wilkinson | PreparerPersonNm |
| PTIN | P01231617 | PTIN |
| Phone | 8053748555 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $794,395 | 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 | $105,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $11,526 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,526 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,433 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $151,608 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,433 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $165,959 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $60,959 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $1,081 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,081 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,901 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,451 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,450 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $239 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $134 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $105 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $30 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,251 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,585 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,666 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $475,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $475,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $481,301 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,585 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $478,716 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$315,342 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,374 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $301,383 | CashBOYAmt |
| Cash EOY | $170,246 | CashEOYAmt |
| Cash EOYFMV | $170,246 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $102,523 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,666 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,666 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $5,000 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $5,000 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $686,099 | CorporateStockBOYAmt |
| Corporate Stock EOY | $616,483 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $616,483 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,090,005 | TotalAssetsBOYAmt |
| Total Assets EOY | $794,395 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $794,395 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,090,005 | RetainedEarningBOYAmt |
| Retained Earning EOY | $794,395 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,090,005 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $794,395 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,090,005 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $794,395 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,090,005 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$315,342 | ExcessRevenueOverExpensesAmt |
| Other Increases | $19,732 | OtherIncreasesAmt |
| Subtotal | $794,395 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $794,395 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 8,976.661 SHS DIMENSIONAL GLOBAL ALL 60/ | P | 2017-03-22 | $150,000 | $102,175 | $47,825 | $47,825 |
| CAPITAL GAIN DIVIDENDS | P | $1,608 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,433 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $113,927 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $814,566 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.139862 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $98,229 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $446,275 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.220109 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $163,847 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $305,650 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.536061 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $49,070 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $282,972 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.173409 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $66,786 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $324,322 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.205925 | DistributionYr5Rt |
| Total Distribution | 1.275366 | TotalDistributionRt |
| Average Distribution | 0.255073 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $788,544 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $201,136 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $584 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $201,720 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $478,716 | 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 | $584 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $584 | SubtotalAmt |
| Tax Based On Investment Income | $584 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $320 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $320 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $264 | 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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN MARTIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3104747379 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2056 MADRONA AVENUE | AddressLine1Txt |
| City | SAINT HELENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94574 | 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 | Yes (true) | 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 |
| Acts Fail To Qlfy As Exceptions | Yes (true) | ActsFailToQlfyAsExceptionsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| J DAVID MARTIN | ||||||||
| 2056 MADRONA AVENUE | SAINT HELENA | CA | 94574 | PRESIDENT/DIRECTOR | 1.0 | $0 | $0 | $0 |
| SUSAN MARTIN | ||||||||
| 2056 MADRONA AVENUE | SAINT HELENA | CA | 94574 | SECRETARY/CFO/DIRECTOR | 3.0 | $0 | $0 | $0 |
| KATHERINE L OSLER | ||||||||
| 2056 MADRONA AVENUE | SAINT HELENA | CA | 94574 | DIRECTOR | 0.0 | $0 | $0 | $0 |
| ANNABEL R MARTIN | ||||||||
| 2056 MADRONA AVENUE | SAINT HELENA | CA | 94574 | DIRECTOR | 0.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $605,875 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $189,677 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $800,552 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $800,552 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,008 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $788,544 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,427 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,427 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $584 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $584 | TotalTaxAmt |
| Distributable Before Adj | $38,843 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $38,843 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $38,843 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $478,716 | 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 | $478,716 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $584 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $478,132 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,843 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $50,726 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $35,127 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $149,466 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $76,012 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $73,388 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $384,719 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $478,716 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $38,843 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $439,873 | RemainingDistriFromCorpusAmt |
| Total Corpus | $824,592 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $50,726 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $773,866 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $35,127 | ExcessFromYear4Amt |
| Excess From Year3 | $149,466 | ExcessFromYear3Amt |
| Excess From Year2 | $76,012 | ExcessFromYear2Amt |
| Excess From Year1 | $73,388 | ExcessFromYear1Amt |
| Excess From Current Year | $439,873 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | J DAVID MARTIN SUSAN MARTIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HILLSIDE CHRISTIAN CENTER | |||||||
| 100 ANDERSON ROAD | NAPA | CA | 94558 | NONE | PC | Supporting church and its missions. | $424,700 |
| EDIFY | |||||||
| 8825 AERO DRIVE suite 220 | SAN DIEGO | CA | 92123 | NONE | PC | Providing education opportunities in developing world. | $10,000 |
| ST HELENA HOSPITAL FOUNDATION | |||||||
| 10 WOODLAND RD | SAINT HELENA | CA | 94574 | NONE | SO I | Medical research. | $5,000 |
| PROJECT RESCUE FOUNDATION | |||||||
| PO BOX 922 | SPRINGFIELD | MO | 65801 | NONE | PC | Helping survivors given a hope-filled future. | $12,000 |
| UCSF FOUNDATION | |||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | NONE | PC | Expanding scientific knowledge and groundbreaking discoveries. Educate future leaders and deliver best outcomes for patients. | $7,500 |
| IMHRO | |||||||
| PO BOX 680 | RUTHERFORD | CA | 94573 | NONE | PC | Scientific research for brain disorders. | $5,000 |
| COLLABRIA CARE | |||||||
| 414 S JEFFERSON STREET | NAPA | CA | 94559 | NONE | PC | Supporting hospice care and more. | $2,500 |
| FINE ARTS MUSEUM FOUNDATION | |||||||
| 50 HAGIWARA TEA GARDEN DRIVE | SAN FRANCISCO | CA | 94118 | NONE | SO II | SUPPORTing Innovative exhibitions. | $1,000 |
| SALVATION ARMY | |||||||
| PO BOX 269 | ALEXANDRIA | VA | 22313 | NONE | PC | Helping needy in the community. | $250 |
| OLE HEALTH | |||||||
| 1100 TRANCAS STREET SUITE 300 | NAPA | CA | 94558 | NONE | PC | Prenatal care. | $1,500 |
| SAN FRANCISCO MUSEUM OF MODERN ART | |||||||
| 151 THIRD STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | SUPPORTING INNOVATIVE EXHIBITIONS. | $600 |
| CIRCUIT RIDERS | |||||||
| 300 PACIFIC COAST HIGHWAY STE 111 | HUNTINGTON BEACH | CA | 92648 | NONE | PC | SUPPORTING YOUTH MINISTRY. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $475,050 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,526 | 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 | $49,433 | 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 | $60,959 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60,959 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DAVID SUSAN MARTIN | ||||||
| 1 | 2056 MADRONA AVENUE | SAINT HELENA | CA | 94574 | $100,000 | Yes (X) |
| MERRILL LYNCH | ||||||
| 2 | PO BOX 43247 | JACKSONVILLE | FL | 32231 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,901 | Amt |
| Net Investment Income | $2,451 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,450 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | DIMENSIONAL GLOBAL PORT INST | StockNm |
| EOY Book Value | $616,483 | EOYBookValueAmt |
| EOYFMV | $616,483 | EOYFMVAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THIS STATEMENT IS SUBMITTED IN ACCORDANCE WITH REG. 1.6043-3(A)(1) AND FORM 990-PF GENERAL INSTRUCTION T TO REPORT THE DISTRIBUTION OF CERTAIN ASSETS THAT RESULTED IN A SUBSTANTIAL CONTRACTION OF ASSETS DURING THE CURRENT TAX YEAR. DURING 2017, THE DAVID & SUSAN MARTIN FOUNDATION, INC. MADE DISTRIBUTIONS OF $315,342 FROM SOURCES OTHER THAN CURRENT INCOME. SUCH DISTRIBUTIONS REPRESENTED 28.93% OF THE DAVID & SUSAN MARTIN FOUNDATION, INC.'S NET ASSETS OF $1,090,005 (AS MEASURED BY FAIR MARKET VALUE) AT THE BEGINNING OF 2017. PLEASE SEE FORM 990-PF PAGE 1 AND ATTACHMENT 11 FOR DETAIL OF THE DISTRIBUTIONS MADE. DISTRIBUTIONS FROM SOURCES OTHER THAN CURRENT INCOME: TOTAL DISTRIBUTIONS OF ASSETS $481,301 LESS: CURRENT INCOME - $165,959 TOTAL DISTRIBUTIONS FROM OTHER SOURCES $315,342 | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,081 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,081 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $30 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENT | Desc |
| Amt | $19,732 | Amt |
Other Receivables Officers Sch OtherReceivablesOfficersSch
Officer Other Rcvbl OfficerOtherRcvblGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Borrower Person | SUSAN MARTIN SECRETARYCFODIRECTO | BorrowerPersonNm |
| Loan Original | $5,000 | LoanOriginalAmt |
| Balance Due | $5,000 | BalanceDueAmt |
| Note | 2017-08 | NoteDt |
| Loan Maturity | 2018-03 | LoanMaturityDt |
| Repayment Terms | IMMEDIATE REPAYMENT WITH INT. CHARGED AT ST AFR | RepaymentTermsTxt |
| Interest | 1.29 | InterestRt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
| Loan Purpose | INADVERTENT LOAN | LoanPurposeTxt |
| Lender Consideration | $5,000 CASH | LenderConsiderationDesc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| STATE FILING FEE | $105 | $105 | |
| FOREIGN TAXES | $134 | $134 |