MARTIN FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MARTIN FAMILY CHARITABLE FOUNDATION INC (EIN 20-3447785)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-04
- IRS object ID
- 201531249349100348
- Schema version
- 2014v5.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-04T16:10:05-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 |
| Address Line2 | Suite 123 | AddressLine2Txt |
| 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 | 2015-04-24 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,464,098 | 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 | $31 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,800 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,800 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,188 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $231,669 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,188 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $79,019 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $79,019 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $11,635 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,635 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $912 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $10,654 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $10,654 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,201 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,635 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,654 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,265 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,265 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $78,466 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,635 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,919 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $553 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,384 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $55,785 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,445 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,445 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $997,605 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,005,498 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,415,653 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,053,390 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,053,943 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,464,098 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,053,390 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,053,943 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,053,390 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,053,943 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,053,390 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,053,943 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,053,390 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $553 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,053,943 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,053,943 | 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 | $231,669 | GrossSalesPriceAmt |
| Cost Or Other Basis | $172,481 | CostOrOtherBasisAmt |
| Gain Or Loss | $59,188 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $59,188 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,188 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $62,168 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,304,189 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047668 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $59,068 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,189,211 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04967 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $53,696 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,215,435 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044178 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $52,960 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,065,715 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049694 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,743 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $927,640 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.027751 | DistributionYr5Rt |
| Total Distribution | 0.218961 | TotalDistributionRt |
| Average Distribution | 0.043792 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,422,690 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $62,302 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $674 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $62,976 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $65,919 | 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 | $674 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $674 | SubtotalAmt |
| Tax Based On Investment Income | $674 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $126 | OverpaymentAmt |
| Applied To ES Tax | $126 | AppliedToESTaxAmt |
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 | 1.0 | $0 | $0 | $0 |
| Carolyn Martin | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 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 / Sec | 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 | $1,403,360 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,995 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,444,355 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,444,355 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,665 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,422,690 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,135 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,135 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $674 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $674 | TotalTaxAmt |
| Distributable Before Adj | $70,461 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $70,461 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $70,461 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,919 | 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 | $65,919 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $674 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $65,245 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,461 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $59,797 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Qualifying Distributions | $65,919 | QualifyingDistributionsAmt |
| Applied To Year1 | $59,797 | AppliedToYear1Amt |
| Applied To Current Year | $6,122 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $64,339 | 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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| APPLETREE INSTITUTE FOR EDUCATION INNOVATION INC | |||||||
| 415 MICHIGAN AVE NE 3RD FL | WASHINGTON | DC | 20017 | N/A | PC | General & Unrestricted | $10,000 |
| BULLIS SCHOOL INC | |||||||
| 10601 FALLS RD | POTOMAC | MD | 20854 | N/A | PC | General & Unrestricted | $100 |
| BULLIS SCHOOL INC | |||||||
| 10601 FALLS RD | POTOMAC | MD | 20854 | N/A | PC | Annual Fund and Capital Campaign | $10,000 |
| CARING FOR CAMBODIA INC | |||||||
| 900 R R 620 S C101-304 | AUSTIN | TX | 78734 | N/A | PC | General & Unrestricted | $100 |
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | PC | General & Unrestricted | $100 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA ST STE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | General & Unrestricted | $100 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA ST STE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | To protect animals | $100 |
| FRANKLIN & MARSHALL COLLEGE | |||||||
| PO BOX 3003 | LANCASTER | PA | 17604 | N/A | PC | The Music Performance Program of Franklin and Marshall College | $5,000 |
| MONTGOMERY COUNTY HUMANE SOCIETY INC | |||||||
| 601 S STONESTREET AVE | ROCKVILLE | MD | 20850 | N/A | PC | General & Unrestricted | $100 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | N/A | PC | General & Unrestricted | $20 |
| REBUILDING TOGETHER MONTGOMERY COUNTY INC | |||||||
| 18225A FLOWER HILL WAY | GAITHERSBURG | MD | 20879 | N/A | PC | General & Unrestricted | $100 |
| REHOBOTH BEACH VOLUNTEER FIRE CO INC | |||||||
| PO BOX 327 | REHOBOTH BCH | DE | 19971 | N/A | PC | General & Unrestricted | $25 |
| SAVE THE BILL BUTLER & JULIUS WYATT NO 2 CLUB FUnd | |||||||
| 3000 K ST NW STE 600 | WASHINGTON | DC | 20007 | N/A | PC | General & Unrestricted | $20,000 |
| SHERIDAN SCHOOL INC | |||||||
| 4400 36TH ST NW | WASHINGTON | DC | 20008 | N/A | PC | General & Unrestricted | $100 |
| SIERRA CLUB FOUNDATION | |||||||
| 85 2ND ST STE 750 | SAN FRANCISCO | CA | 94105 | N/A | PC | General & Unrestricted | $20 |
| SIXTH CHURCH OF CHRIST SCIENTIST WASHINGTON DC | |||||||
| 4601 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | N/A | PC | General & Unrestricted | $3,500 |
| TRINITY COLLEGE | |||||||
| 300 SUMMIT ST | HARTFORD | CT | 06106 | N/A | PC | Endowment Fund of Paul A. Assaiante, Chair | $5,000 |
| UNIVERSITY OF VIRGINIA DARDEN SCHOOL FOUNDATION | |||||||
| PO BOX 7726 | CHARLOTTESVILLE | VA | 22906 | N/A | SO III FI | General & Unrestricted | $500 |
| WOMEN FOR WOMEN INTERNATIONAL | |||||||
| 2000 M ST NW STE 200 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $300 |
| YELLOWSTONE PARK FOUNDATION INC | |||||||
| 222 E MAIN ST STE 301 | BOZEMAN | MT | 59715 | N/A | PC | General & Unrestricted | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,265 | 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 | $31 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,800 | 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 | $59,188 | 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 | $79,019 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,019 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $33,757 | $80,379 |
| AMERICAN EXPRESS CO | $22,246 | $65,128 |
| APPLE INC. | $41,048 | $46,360 |
| BROWN ADVISORY SMALL-CAP FUNDA | $68,775 | $89,378 |
| BROWNIA SMALL-CAP GROWTH FUND | $73,443 | $84,541 |
| CAPITAL ONE FINANCIAL CORP | $40,124 | $57,785 |
| CHARLES SCHWAB CORP | $48,439 | $75,475 |
| COCA-COLA CO | $21,897 | $35,465 |
| DEERE CO | $11,238 | $30,965 |
| HALLIBURTON COMPANY | $23,648 | $39,330 |
| HOTCHKIS & WILEY MID CAP VAL I | $62,306 | $85,338 |
| INTEL CORP | $58,501 | $101,611 |
| JACOBS ENGINEERNG GP | $47,109 | $35,752 |
| JP MORGAN CHASE & CO | $40,975 | $56,322 |
| LANDSTAR SYSTEM | $39,341 | $50,771 |
| METLIFE INC. | $34,954 | $48,681 |
| ORACLE CORP | $42,099 | $67,455 |
| PATTERN ENERGY GROUP INC | $34,707 | $27,126 |
| QUALCOMM INC | $31,354 | $59,464 |
| SPECTRA ENERGY CORP-W/I | $40,842 | $50,820 |
| THORNBURG DEVELOPING WORLD FD | $59,071 | $74,057 |
| THORNBURG GLOBAL VALUE FUND CL | $47,193 | $43,286 |
| THORNBURG INTERNATIONAL GROWTH | $40,045 | $49,858 |
| VISA INC | $42,386 | $60,306 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $10,629 | $10,629 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $11,635 | Amt |
| Net Investment Income | $11,635 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2014 | $800 |
| 990-PF Excise Tax for 2013 | $112 |