MARTIN FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MARTIN FAMILY CHARITABLE FOUNDATION INC (EIN 20-3447785)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-13
- IRS object ID
- 201802569349100020
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-13T14:19:46-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 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 | 2017-01-01 | 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 MARTIN | PersonNm |
| Person Title | co-president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2018-08-20 | 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 | 06391520182565000013 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-09-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 54CCAE8F7BC02385263C2CCCA723B6609AD4C170 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,669,999 | 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 | $59 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $59 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,569 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,569 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,160 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $404,653 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,160 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $324 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $324 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $47,112 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,112 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $10,618 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,618 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $466 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $201 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10,855 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $93 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,762 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,939 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,912 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,762 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,725 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,725 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,664 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,912 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,487 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,552 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,200 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $48,826 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,466 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,466 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,148,483 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,161,291 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,663,533 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,197,309 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,167,757 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,669,999 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,197,309 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,167,757 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,197,309 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,167,757 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,197,309 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,167,757 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,197,309 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,552 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,167,757 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,167,757 | 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 | $404,653 | GrossSalesPriceAmt |
| Cost Or Other Basis | $372,493 | CostOrOtherBasisAmt |
| Gain Or Loss | $32,160 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $32,160 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,160 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $61,385 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,304,620 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047052 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $67,375 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,368,175 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049244 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $65,245 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,422,690 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04586 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $62,168 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,304,189 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047668 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $59,068 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,189,211 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04967 | DistributionYr5Rt |
| Total Distribution | 0.239494 | TotalDistributionRt |
| Average Distribution | 0.047899 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,504,347 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $72,057 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $362 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $72,419 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $65,487 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $724 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $724 | SubtotalAmt |
| Tax Based On Investment Income | $724 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $724 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $724 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
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 |
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, Sec* | 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 | $1,497,263 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,993 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,527,256 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,527,256 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,909 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,504,347 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $75,217 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $75,217 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $724 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $724 | TotalTaxAmt |
| Distributable Before Adj | $74,493 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $74,493 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $74,493 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,487 | 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 | $65,487 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $65,487 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $74,493 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $63,674 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Qualifying Distributions | $65,487 | QualifyingDistributionsAmt |
| Applied To Year1 | $63,674 | AppliedToYear1Amt |
| Applied To Current Year | $1,813 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $72,680 | 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 (47 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 | $225 |
| ALLOWANCE FOR GOOD | |||||||
| 922 DAVIS ST | EVANSTON | IL | 60201 | N/A | PC | General & Unrestricted | $1,000 |
| AMAZON WATCH | |||||||
| 2201 BROADWAY STE 508 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $1,000 |
| APPLETREE INSTITUTE FOR EDUCATION INNOVATION INC | |||||||
| 415 MICHIGAN AVE NE | WASHINGTON | DC | 20017 | N/A | PC | General & Unrestricted | $4,000 |
| BETHESDA-CHEVY CHASE HIGH SCHOOL EDUCATIONAL FOUND | |||||||
| POBOX 31209 | BETHESDA | MD | 20824 | N/A | PC | General & Unrestricted | $200 |
| BUSH GLOBAL VILLAGE FOUNDATION INC | |||||||
| 2909 PINE CLUB DR | PLANT CITY | FL | 33566 | N/A | PC | restoration of the Roland Richardson Studio, a historic home and landmark in St. Martin Project | $1,000 |
| CEDARS CAMPS | |||||||
| 1314 PARKVIEW VALLEY DR | BALLWIN | MO | 63011 | N/A | PC | General & Unrestricted | $375 |
| 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 | |||||||
| 616 H ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $500 |
| CHRISTIAN SCIENCE MEDIA COMMITTEE OF METROPOLITAN | |||||||
| PO BOX 16101 | ALEXANDRIA | VA | 22302 | N/A | PC | General & Unrestricted | $200 |
| CONSERVATION INTERNATIONAL FOUNDATION | |||||||
| 2011 CRYSTAL DR STE 500 | ARLINGTON | VA | 22202 | N/A | PC | General & Unrestricted | $1,000 |
| COVENANT HOUSE WASHINGTON DC | |||||||
| 2001 MISSISSIPPI AVE SE | WASHINGTON | DC | 20020 | N/A | PC | General & Unrestricted | $500 |
| DELAWARE SEASHORE PRESERVATION FOUNDATION INC | |||||||
| PO BOX 981 | OCEAN VIEW | DE | 19970 | N/A | PC | Restore the Tower Project | $1,000 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA ST STE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | General & Unrestricted | $3,500 |
| ENVIRONMENT AMERICA RESEARCH AND POLICY CENTER INC | |||||||
| 1543 WAZEE ST STE 400 | DENVER | CO | 80202 | N/A | PC | General & Unrestricted | $500 |
| FIRST CHURCH OF CHRIST SCIENTIST REHOBOTH BEACH | |||||||
| 801 BAYARD AVE | REHOBOTH BEACH | DE | 19971 | N/A | PC | General & Unrestricted | $500 |
| FRANKLIN & MARSHALL COLLEGE | |||||||
| PO BOX 3003 | LANCASTER | PA | 17604 | N/A | PC | Department of Earth & Environment | $1,500 |
| FRANKLIN & MARSHALL COLLEGE | |||||||
| PO BOX 3003 | LANCASTER | PA | 17604 | N/A | PC | Department of German and German Studies | $1,000 |
| FRANKLIN & MARSHALL COLLEGE | |||||||
| PO BOX 3003 | LANCASTER | PA | 17604 | N/A | PC | Department of Music | $1,000 |
| FRANKLIN & MARSHALL COLLEGE | |||||||
| PO BOX 3003 | LANCASTER | PA | 17604 | N/A | PC | Office of Fellowships | $500 |
| GLEN ECHO FIRE DEPARTMENT FOUNDATION INC | |||||||
| 5920 MASSACHUSETTS AVE | BETHESDA | MD | 20816 | N/A | PC | General & Unrestricted | $25 |
| GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS | |||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | N/A | PC | General & Unrestricted | $300 |
| GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS | |||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | N/A | PC | GENERAL & UNRESTRICTED | $200 |
| HISTORIC CHARLESTON FOUNDATION | |||||||
| PO BOX 1120 | CHARLESTON | SC | 29402 | N/A | PC | General & Unrestricted | $200 |
| HUMAN RIGHTS WATCH INC | |||||||
| 350 5TH AVE 34TH FL | NEW YORK | NY | 10118 | N/A | PC | General & Unrestricted | $500 |
| HUMANE SOCIETY OF THE UNITED STATES | |||||||
| 2100 L ST NW | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $500 |
| INTERNATIONAL CONTEMPORARY ENSEMBLE FOUNDATION INC | |||||||
| 4306 3RD AVE 4TH FL | BROOKLYN | NY | 11232 | N/A | PC | General & Unrestricted | $1,000 |
| LITTLE FALLS WATERSHED ALLIANCE INC | |||||||
| 4920 DORSET AVE | CHEVY CHASE | MD | 20815 | N/A | PC | General & Unrestricted | $300 |
| LYNN HOUSE OF POTOMAC VALLEY INC | |||||||
| 4400 W BRADDOCK RD | ALEXANDRIA | VA | 22304 | N/A | PC | General & Unrestricted | $200 |
| LYNN HOUSE OF POTOMAC VALLEY INC | |||||||
| 4400 W BRADDOCK RD | ALEXANDRIA | VA | 22304 | N/A | PC | Visiting Nurses Program | $200 |
| MARYLAND FORESTRY BOARDS FOUNDATION INC Tree-Men | |||||||
| TAWES STATE OFC BLDG E-1 | ANNAPOLIS | MD | 21401 | N/A | PC | General & Unrestricted | $500 |
| MICHIGAN STATE UNIVERSITY | |||||||
| SPARTAN WAY 535 CHESTNUT RD RM 300 | EAST LANSING | MI | 48824 | N/A | PC | James Madison College Fund for Excellence | $12,500 |
| MONTGOMERY COUNTY PARKS FOUNDATION INC | |||||||
| 9500 BRUNETT AVE | SILVER SPRING | MD | 20901 | N/A | PC | General & Unrestricted | $500 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $3,500 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | N/A | PC | General & Unrestricted | $1,000 |
| REBUILDING TOGETHER MONTGOMERY COUNTY INC | |||||||
| 18225A FLOWER HILL WAY | GAITHERSBURG | MD | 20879 | N/A | PC | General & Unrestricted | $400 |
| REHOBOTH BEACH VOLUNTEER FIRE CO INC | |||||||
| PO BOX 327 | REHOBOTH BCH | DE | 19971 | N/A | PC | General & Unrestricted | $100 |
| 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 |
| SOME INC | |||||||
| 60 O ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $300 |
| TACOMA COMMUNITY HOUSE | |||||||
| 1314 S L ST | TACOMA | WA | 98405 | N/A | PC | REACH Center | $1,000 |
| TEACH FOR AMERICA INC | |||||||
| 1805 7TH ST NW 7TH FL | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,000 |
| UNION OF CONCERNED SCIENTISTS INC | |||||||
| 2 BRATTLE SQ STE 6 | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $500 |
| UNIVERSITY OF VIRGINIA DARDEN SCHOOL FOUNDATION | |||||||
| PO BOX 7726 | CHARLOTTESVILLE | VA | 22906 | N/A | SO III FI | DC Women's Scholarship Fund | $2,500 |
| WOMEN FOR WOMEN INTERNATIONAL | |||||||
| 2000 M ST NW STE 200 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $500 |
| YELLOWSTONE PARK FOUNDATION INC | |||||||
| 222 E MAIN ST STE 301 | BOZEMAN | MT | 59715 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,725 | 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 | $59 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,569 | 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 | $32,160 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $324 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $47,112 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,112 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Benjamin Martin | PersonNm |
| Short Explanation | *Removed from position in 2017 | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APACHE CORPORATION | $26,862 | $19,843 |
| APPLE INC | $41,048 | $71,077 |
| BROWN ADVISORY FLEXIBLE EQUITY | $86,884 | $103,547 |
| BROWN ADVISORY SMALL CAP CL I | $28,875 | $41,732 |
| BROWN ADVISORY SMALL CAP GROWT | $35,350 | $42,848 |
| BROWN ADVISORY SUSTAINABILITY | $402,391 | $503,061 |
| CHARLES SCHWAB CORP | $48,439 | $128,425 |
| DODGE & COX STOCK | $107,396 | $114,483 |
| ENBRIDGE INC | $40,824 | $53,854 |
| INTEL CORP | $36,192 | $83,088 |
| JP MORGAN CHASE | $40,975 | $96,246 |
| OPPENHEIMER INTL SMALL COMPANY | $55,170 | $77,173 |
| PAYPAL HOLDINGS, INC | $28,606 | $51,534 |
| QUALCOMM INC | $31,354 | $51,216 |
| VISA INC | $42,386 | $104,898 |
| WASATCH INTERNATIONAL OPPORTUN | $54,004 | $61,769 |
| WELLS FARGO C&B MID CAP VALUE | $25,095 | $28,419 |
| WELLS FARGO FDS, DISCOVERY FD | $29,440 | $30,320 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $10,737 | $10,737 | |
| Bank Charges | $93 | $93 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $324 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $324 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $10,618 | Amt |
| Net Investment Income | $10,618 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Excise Tax for 2016 | $265 | |
| Foreign Tax Paid | $201 | $201 |