GEORGE & MIRIAM MARTIN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE & MIRIAM MARTIN FOUNDATION (EIN 23-2828201)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201701359349100205
- Schema version
- 2016v3.0
- 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
- Legal Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T06:07:30-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-05-03 | 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 | 70.91.33.138 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-03 | IPDt |
| IP Tm | 09:10:24 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 628EC3CA306272D0681B3B7164B7A4136B6C3F74 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 628EC3CA306272D0681B3B7164B7A4136B6C3F74 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,879,977 | 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 | $450,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $171,107 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $171,107 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $326,815 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $912,676 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $326,815 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $947,922 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $497,922 | 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 |
| Legal Fees Rev And Expnss | $4,841 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,950 | 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 | $31,833 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $233 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,624 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $233 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $494,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $494,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $534,624 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $233 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $494,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $413,298 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $497,689 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,219 | CashBOYAmt |
| Cash EOY | $2,825 | CashEOYAmt |
| Cash EOYFMV | $2,825 | CashEOYFMVAmt |
| Mortgage Loans BOY | $447,370 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $447,370 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $447,370 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $7,836,082 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,254,774 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,429,782 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,291,671 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,704,969 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,879,977 | 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 | $8,291,671 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,704,969 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,291,671 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,704,969 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,291,671 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,704,969 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,291,671 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $413,298 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,704,969 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,704,969 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| TOTAL BOND MKT INDEX | P | 1998-07-01 | 2016-11-30 | $83 | $85 | -$2 | -$2 |
| EXPLORER FUND | P | 2015-12-24 | 2016-06-07 | $51,027 | $55,105 | -$4,078 | -$4,078 |
| TOTAL BOND MKT INDEX | P | 1998-07-01 | 2016-11-30 | $336 | $344 | -$8 | -$8 |
| EXPLORER FUND | P | 2002-06-15 | 2016-06-07 | $281,152 | $303,622 | -$22,470 | -$22,470 |
| TOTAL BOND MKT INDEX | P | 1998-07-01 | 2016-11-30 | $2,921 | $2,820 | $101 | $101 |
| EXPLORER FUND | P | 2002-06-15 | 2016-06-07 | $193,249 | $223,885 | -$30,636 | -$30,636 |
| CAPITAL GAINS DIVIDENDS | P | $383,908 | $383,908 | $383,908 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $326,815 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $519,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,284,660 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045992 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $439,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,243,129 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042858 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $495,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,392,243 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059043 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $404,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,786,092 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059607 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $412,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,352,663 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064855 | DistributionYr5Rt |
| Total Distribution | 0.272355 | TotalDistributionRt |
| Average Distribution | 0.054471 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,461,094 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $624,297 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,977 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $629,274 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $494,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,954 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,954 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,954 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,760 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $24,760 | TotalPaymentsAndCreditsAmt |
| Overpayment | $14,806 | OverpaymentAmt |
| Applied To ES Tax | $14,806 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
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 | ||||||||
| 1220 MORGANTOWN RD | MORGANTOWN | PA | 19543 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| REBECCA WOOD | ||||||||
| 99 BALSAM 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 | ||||||||
| 1047 JAINE LANE | CHESTER SPRINGS | PA | 19425 | 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 | $11,079,847 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $108,411 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $447,370 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,635,628 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,635,628 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $174,534 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,461,094 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $573,055 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $573,055 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,954 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,954 | TotalTaxAmt |
| Distributable Before Adj | $563,101 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $563,101 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $563,101 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $494,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $494,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $494,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $563,101 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $96,203 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $69,205 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $85,382 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $250,790 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $494,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $494,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $69,101 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $69,101 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $181,689 | 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 | $27,102 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $154,587 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $69,205 | ExcessFromYear4Amt |
| Excess From Year3 | $85,382 | ExcessFromYear3Amt |
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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVANCED ENERGY EDUCATION FUND | |||||||
| 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 |
| CENTER FOR BIOLOGICAL DIVERSITY | |||||||
| PO BOX 710 | TUCSON | AZ | 85702 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $2,000 |
| 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 | $1,000 |
| CLEAN AIR COUNCIL | |||||||
| 135 S 19TH ST SUITE 300 | PHILADELPHIA | PA | 19103 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $10,000 |
| COMMUNITY ENVIRONMENTAL LEGAL DEFENSE FUND | |||||||
| PO BOX 360 | MERCERSBURG | PA | 17236 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $3,000 |
| CONSERVATION PENNSYLVANIA | |||||||
| PO BOX 2125 | PHILADELPHIA | PA | 19103 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $10,000 |
| DELAWARE RIVER KEEPER | |||||||
| 300 POND ST 2ND FL | BRISTOL | PA | 19007 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $50,000 |
| 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 | $250,000 |
| ENVIRONMENTAL INTEGRITY PROJECT | |||||||
| 1000 VERMONT AVE NW | WASHINGTON | DC | 20005 | 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 WORK | $20,000 |
| GREEN VALLEYS ASSOC | |||||||
| 1368 PRIZER ROAD | POTTSTOWN | PA | 19465 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $20,000 |
| INTERNATIONAL RIVERS NETWORK | |||||||
| 1847 BERKELEY WAY | BERKELEY | CA | 94703 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $30,000 |
| KEYSTONE ENERGY EDUCATION FUND | |||||||
| 1924 ARCH ST | PHILADELPHIA | PA | 19103 | 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 | $10,000 |
| PENN ENVIRONMENT | |||||||
| 1429 WALNUT ST | PHILADELPHIA | PA | 19102 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $10,000 |
| PENNSYLVANIA LAND TRUST ASSOC | |||||||
| 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 | $2,000 |
| RIVER NETWORK | |||||||
| 520 SW 6TH AVE 1130 | PORTLAND | OR | 97204 | 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 | $10,000 |
| THE IZAAC WALTON LEAGUE OF AMERICA | |||||||
| 707 CONSERVATION LANE | GAITHERSBURG | MD | 20878 | NONE | 501(C)(3) | SUPPORT THEIR WORK | $1,000 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $494,000 | 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 | $171,107 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $326,815 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $497,922 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $497,922 | 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 | $450,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,950 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD MONEY MARKET | FMV | $103,152 | $103,152 |
| VANGUARD REIT INDEX | FMV | $147,710 | $232,401 |
| VANGUARD HEALTH CARE | FMV | $2,027,677 | $2,591,682 |
| VANGUARD BOND FUND | FMV | $0 | $0 |
| VANGUARD CAP OPP | FMV | $1,823,096 | $2,961,446 |
| VANGUARD SMALL CAP | FMV | $195,177 | $477,129 |
| VANGUARD EXPLORER | FMV | $0 | $0 |
| VANGUARD SELECTED VALUE | FMV | $728,453 | $955,246 |
| VANGUARD CONVERTIBLE SEC | FMV | $242,865 | $285,908 |
| VANGUARD WINDSOR II | FMV | $368,938 | $555,513 |
| VANGUARD MID CAP | FMV | $663,979 | $757,870 |
| VANGUARD INTL GROWTH | FMV | $163,050 | $194,695 |
| VANGUARD DIVIDEND GRWTH | FMV | $1,790,677 | $2,314,740 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,841 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | $233 | $233 | $0 | $0 |
| 2015 990PF TAXES | $13,030 | $0 | $0 | $0 |
| 2016 990PF TAXES | $18,570 | $0 | $0 | $0 |