2018-05-14T16:58:52-05:00 2017-12-31 HOLTHOUSE CARLIN & VAN TRIGT LLP 3011 TOWNSGATE ROAD SUITE 400 WESTLAKE VILLAGE CA 91361 990PF 2017-01-01 203945158 DAVID & SUSAN MARTIN FOUNDATION INC % SUSAN MARTIN DAVI 3104747379 2056 MADRONA AVENUE SAINT HELENA CA 94574 J DAVID MARTIN PRESIDENT 3104747379 2018-05-13 true Stephanie Wilkinson P01231617 8053748555 2017 2022-09-23 18:48:47Z X 794395 X 105000 11526 11526 49433 151608 49433 165959 60959 0 1081 0 0 1081 4901 2451 0 2450 239 134 105 30 30 6251 2585 0 3666 475050 475050 481301 2585 0 478716 -315342 58374 301383 170246 170246 102523 2666 2666 0 5000 5000 686099 616483 616483 1090005 794395 794395 0 0 X 1090005 794395 1090005 794395 1090005 794395 1090005 -315342 19732 794395 794395 8,976.661 SHS DIMENSIONAL GLOBAL ALL 60/ P 2017-03-22 150000 102175 47825 47825 CAPITAL GAIN DIVIDENDS P 1608 49433 false 113927 814566 0.139862 98229 446275 0.220109 163847 305650 0.536061 49070 282972 0.173409 66786 324322 0.205925 1.275366 0.255073 788544 201136 584 201720 478716 X 584 584 584 320 320 X 264 false false false false false false true true true CA true false false false false true N/A SUSAN MARTIN 3104747379 2056 MADRONA AVENUE SAINT HELENA CA 94574 false false true false false false false true false false false false false false false false false false false false false 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 0 0 N/A 605875 189677 5000 800552 0 800552 12008 788544 39427 39427 584 584 38843 38843 38843 478716 0 0 0 0 478716 584 478132 38843 0 2015 2014 2013 0 50726 35127 149466 76012 73388 384719 478716 0 38843 439873 824592 0 0 0 0 50726 773866 35127 149466 76012 73388 439873 J DAVID MARTIN SUSAN MARTIN X HILLSIDE CHRISTIAN CENTER 100 ANDERSON ROAD NAPA CA 94558 NONE PC Supporting church and its missions. 424700 EDIFY 8825 AERO DRIVE suite 220 SAN DIEGO CA 92123 NONE PC Providing education opportunities in developing world. 10000 ST HELENA HOSPITAL FOUNDATION 10 WOODLAND RD SAINT HELENA CA 94574 NONE SO I Medical research. 5000 PROJECT RESCUE FOUNDATION PO BOX 922 SPRINGFIELD MO 65801 NONE PC Helping survivors given a hope-filled future. 12000 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. 7500 IMHRO PO BOX 680 RUTHERFORD CA 94573 NONE PC Scientific research for brain disorders. 5000 COLLABRIA CARE 414 S JEFFERSON STREET NAPA CA 94559 NONE PC Supporting hospice care and more. 2500 FINE ARTS MUSEUM FOUNDATION 50 HAGIWARA TEA GARDEN DRIVE SAN FRANCISCO CA 94118 NONE SO II SUPPORTing Innovative exhibitions. 1000 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. 1500 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. 5000 475050 14 11526 18 49433 60959 60959 false false false false false false false false false false X X 1 DAVID SUSAN MARTIN 2056 MADRONA AVENUE SAINT HELENA CA 94574 100000 X 2 MERRILL LYNCH PO BOX 43247 JACKSONVILLE FL 32231 5000 X ACCOUNTING FEES 4901 2451 2450 DIMENSIONAL GLOBAL PORT INST 616483 616483 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 LEGAL FEES 1081 1081 BANK CHARGES 30 30 UNREALIZED GAIN ON INVESTMENT 19732 SUSAN MARTIN SECRETARYCFODIRECTO 5000 5000 2017-08 2018-03 IMMEDIATE REPAYMENT WITH INT. CHARGED AT ST AFR 1.29 NONE INADVERTENT LOAN $5,000 CASH STATE FILING FEE 105 105 FOREIGN TAXES 134 134