GEORGE & MIRIAM MARTIN FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE & MIRIAM MARTIN FOUNDATION (EIN 23-2828201)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-09
- IRS object ID
- 201201919349100055
- Schema version
- 2011v1.2
- 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
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-09T11:48:51-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232534021 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSENFELT SIEGEL & GOLDBERG | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 ROCK HILL RD STE300 | AddressLine1 |
| City | BALA CYNWYD | City |
| State | PA | State |
| ZIP Code | 19004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232828201 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE & MIRIAM MARTIN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GEOR | NameControl |
| Phone | 2155878400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1818 MARKET STREET 35TH FLOOR | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEORGE MARTIN | Name |
| Title | DIRECTOR | Title |
| Phone | 2155878400 | Phone |
| Date Signed | 2012-07-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ARTHUR B SIEGEL | Name |
| PTIN | P00027982 | PTIN |
| Phone | 6106672060 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 6462642 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 433000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 91952 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 91952 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -3675 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 934770 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 521277 | TotalRevenueAndExpenses |
| Total Net Investment Income | 91952 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 450 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 173 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 173 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 47955 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 48578 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 173 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 412000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 412000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 460578 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 173 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 412000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 60699 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 91779 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 8925 | CashBOY |
| Cash EOY | 26521 | CashEOY |
| Cash EOYFMV | 26521 | CashEOYFMV |
| Investments Other BOY | 5869346 | InvestmentsOtherBOY |
| Investments Other EOY | 5912449 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 6436121 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 5878271 | TotalAssetsBOY |
| Total Assets EOY | 5938970 | TotalAssetsEOY |
| Total Assets EOYFMV | 6462642 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 5878271 | RetainedEarningsBOY |
| Retained Earnings EOY | 5938970 | RetainedEarningsEOY |
| Total Net Assets BOY | 5878271 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5938970 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5878271 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5938970 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5878271 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 60699 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 5938970 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5938970 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| VANGUARD BOND FUND | P | 2006-01-01 | 2011-02-07 | 67000 | 64376 | 2624 | 2624 |
| VANGUARD GROWTH & INC | P | 2005-01-01 | 2011-11-02 | 596468 | 737476 | -141008 | -141008 |
| VANGUARD TAX MANAGED | P | 2005-01-01 | 2011-11-02 | 176644 | 136593 | 40051 | 40051 |
| CAPITAL GAINS DIVIDENDS | P | 94658 | 94658 | 94658 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -3675 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 416309 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5939992 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.070086 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 499788 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4956875 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.100827 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 330742 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5061803 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.065341 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 304738 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5551600 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.054892 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 262835 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4893179 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.053715 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.344861 | TotalDistributionRatio |
| Average Distribution Ratio | 0.068972 | AverageDistributionRatio |
| Net Noncharitable Assets | 6352663 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 438156 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 918 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 439074 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 412000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1836 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1836 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1836 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1879 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 1500 | TaxPaidWithExtension |
| Total Credits And Payments | 3379 | TotalCreditsAndPayments |
| Overpayment | 1543 | Overpayment |
| Amount Credited To Next Year | 1543 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.THEMARTINFOUNDATION.ORG | WebsiteAddress |
| Books In Care Of Person Name | GEORGE MARTIN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2155878400 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1818 MARKET ST | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| GEORGE MARTIN | ||||||||
| 1047 JAINE LANE | BIRCHRUNVILLE | PA | 19421 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| GLENN EMERY | ||||||||
| 2 CEDARCREST LANE | OLEY | PA | 19547 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| REBECCA WOOD | ||||||||
| 35 ALMONTE AVE | 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 | ||||||||
| 215 E ROSE VALLEY RD | WALLINGFORD | PA | 19086 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| LAWRENCE STRANGE | ||||||||
| 905 FITZHUGH ST | SANIBEL | FL | 33957 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 6431680 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 17724 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 6449404 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 6449404 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 96741 | CashDeemedCharitable |
| Net Noncharitable Assets | 6352663 | NetNoncharitableAssets |
| Minimum Investment Return | 317633 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 317633 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1836 | TaxBasedOnInvestmentIncome |
| Total Tax | 1836 | TotalTax |
| Distributable Amount Before Adj | 315797 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 315797 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 315797 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 412000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 412000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 412000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 315797 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 22506 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 39198 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 82168 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 253368 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 121691 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 518931 | TotalExcessDistriCarryover |
| Qualifying Distributions | 412000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 315797 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 96203 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 615134 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 22506 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 592628 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 39198 | ExcessFromYear4 |
| Excess From Year3 | 82168 | ExcessFromYear3 |
| Excess From Year2 | 253368 | ExcessFromYear2 |
| Excess From Year1 | 121691 | ExcessFromYear1 |
| Excess From Current Year | 96203 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GEORGE MARTIN | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | GEORGE MARTIN | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1818 MARKET STREET | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2155878400 | RecipientPhoneNumber |
| Form And Info And Materials | NO PARTICULAR FORM | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | CHARITABLE RIVER OR WATERSHED PROTECTION ACTIVITIES | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (43 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Recipient Foundation StatusRecipientFoundationStatus |
|---|---|---|---|---|---|---|---|
| AMERICAN CHESTNUT FOUNDATION | |||||||
| 160 ZILLICOA ST | ASHEVILLE | NC | 28801 | NONE | SUPPORT THEIR WORK | $500 | |
| AMERICAN FARMLAND TRUST | |||||||
| 1200 18TH ST NW SUITE 800 | WASHINGTON | DC | 20036 | NONE | SUPPORT THEIR WORK | $5,000 | 501(C)(3) |
| AMERICAN RIVERS | |||||||
| 1101 14TH ST NW SUITE 1400 | WASHINGTON | DC | 20005 | NONE | SUPPORT THEIR WORK | $5,000 | 501(C)(3) |
| AMERICAN WHITEWATER | |||||||
| PO BOX 1540 | CULLOWHEE | NC | 28723 | NONE | SUPPORT RIVER OF THE MIDATLANTIC CAMPAIGN | $1,000 | 501(C)(3) |
| AUDUBON SOUTH CAROLINA | |||||||
| 336 SANCUARY ROAD | HARLEYVILLE | SC | 29448 | NONE | WETLANDS CONSERVATION | $2,000 | 501(C)(3) |
| BEACON INSTITUTE FOR RIVERS | |||||||
| 199 MAIN STREET | BEACON | NY | 12508 | NONE | SUPPORT THEIR WORK | $5,000 | 501(C)(3) |
| BRANDYWINE CONSERVANCY | |||||||
| PO BOX 141 | CHADS FORD | PA | 19317 | NONE | SUPPORT THEIR WORK | $1,000 | 501(C)(3) |
| CENTER FOR BIOLOGICAL DIVERSITY | |||||||
| PO BOX 710 | TUCSON | AZ | 85702 | NONE | SPECIES PROTECTION | $1,000 | 501(C)(3) |
| CLEAN WATER FUND | |||||||
| 4455 CONNECTICUT AVE NW | WASHINGTON | DC | 20008 | NONE | SUPPORT WATER QUALITY PROJECT | $5,000 | 501(C)(3) |
| CLEARWATER INC | |||||||
| 112 LITTLE MARKET ST | POUGHKEEPSIE | NY | 12601 | NONE | SUPPORT THEIR WORK | $1,500 | 501(C)(3) |
| DELAWARE RIVERKEEPER | |||||||
| 300 POND ST SECOND FLOOR | BRISTOL | PA | 19007 | NONE | PROTECT DELAWARE RIVER & FUND LAW SCH PROJECT | $50,000 | 501(C)(3) |
| DING DARLING WILDLIFE SOCIETY | |||||||
| PO BOX 565 | SANIBEL | FL | 33957 | NONE | SUPPORT THEIR WORK | $10,000 | 501(C)(3) |
| EARTHJUSTICE | |||||||
| 426 17TH ST 6TH FLOOR | OAKLAND | CA | 94612 | NONE | SUPPORT THEIR WORK | $100,000 | 501(C)(3) |
| EARTHJUSTICE | |||||||
| 426 17TH ST 6TH FLOOR | OAKLAND | CA | 94612 | NONE | SUPPORT THEIR WORK | $50,000 | 501(C)(3) |
| EL PORVENIR | |||||||
| 1420 OGDEN ST 204 | DENVER | CO | 80218 | NONE | SUPPORT THEIR WORK | $1,000 | 501(C)(3) |
| ELLIS SCHOOL | |||||||
| 6425 FIFTH AVE | PITTSBURGH | PA | 15206 | NONE | SUPPORT THEIR WORK | $2,000 | 501(C)(3) |
| FRENCH & PICKERING CREEK CONSERVATION | |||||||
| 3340 CONSERVATION LANE | POTTSTOWN | PA | 19465 | NONE | FRENCH CREEK TRAIL CONSERVATION | $25,000 | 501(C)(3) |
| FRIENDS OF BLACKWATER CANYON | |||||||
| 501 ELIZABETH ST ROOM 3 | CHARLESTON | WV | 25311 | NONE | GRANT REQUEST | $1,000 | 501(C)(3) |
| FRIENDS OF THE RIVER | |||||||
| 915 20TH ST | SACRAMENTO | CA | 95811 | NONE | SUPPORT THEIR WORK | $1,000 | 501(C)(3) |
| GREEN VALLEYS ASSOC | |||||||
| 1368 PRIZER ROAD | POTTSTOWN | PA | 19465 | NONE | SUPPORT THEIR WORK | $5,000 | 501(C)(3) |
| HORSESHOE TRAIL CONSERVANCY | |||||||
| PO BOX 2226 | SOUTHEASTERN | PA | 19399 | NONE | SUPPORT THEIR WORK | $2,000 | 501(C)(3) |
| INTERNATIONAL RIVERS NETWORK | |||||||
| 1847 BERKELEY WAY | BERKELEY | CA | 94703 | NONE | OPPOSING BIG DAMM PROJECTS | $30,000 | 501(C)(3) |
| INTERVALE CENTER | |||||||
| 180 INTERVALE RD | BURLINGTON | VT | 05401 | NONE | SUPPORT THEIR WORK | $1,000 | 501(C)(3) |
| ISAAK WALTON LEAGUE | |||||||
| 707 CONSERVATION LANE | GAITHERSBURG | MD | 20878 | NONE | SUSQUEHANNA WATERSHED INITIATIVE | $5,000 | 501(C)(3) |
| KEYSTONE TRAILS ASSOC | |||||||
| PO BOX 251 | COGAN STATION | PA | 17728 | NONE | SUPPORT THEIR WORK | $1,000 | 501(C)(3) |
| NATURAL LANDS TRUST | |||||||
| 1031 PALMERS MILL ROAD | MEDIA | PA | 19063 | NONE | GREAT WOODS PRESERVATION | $5,000 | 501(C)(3) |
| NATURE CONSERVANCY OF PA | |||||||
| 2101 NORTH FRONT ST | HARRISBURG | PA | 17110 | NONE | SUPPORT PA CHAPTER | $1,000 | 501(C)(3) |
| NORTHEAST WILDERNESS TRUST | |||||||
| PO BOX 405 | BRISTOL | VT | 05443 | NONE | SUPPORT THEIR WORK | $5,000 | 501(C)(3) |
| PA ENVIRONMENTAL COUNCIL | |||||||
| 1315 WALNUT ST STE 532 | PHILDELPHIA | PA | 19107 | NONE | SUPPORT THEIR WORK | $20,000 | 501(C)(3) |
| PENNENVIRONMENT | |||||||
| 1420 WALNUT ST SUITE 650 | PHILDELPHIA | PA | 19102 | NONE | SUPPORT THEIR WORK | $10,000 | 501(C)(3) |
| PENNYPACK ECOLOGICAL RESTORATION | |||||||
| 2955 EDGE HILL ROAD | HUNTINGDON VALLEY | PA | 19006 | NONE | RESTORE NATURAL LANDS | $5,000 | 501(C)(3) |
| RAILS TO TRAILS CONSERVANCY | |||||||
| 2121 WARD CT NW | WASHINGTON | DC | 20037 | NONE | SUPPORT THEIR WORK | $2,000 | 501(C)(3) |
| RECLAIM THE BAY | |||||||
| 1623 WHITESVILLE ROAD | TOMS RIVER | NJ | 08755 | NONE | SUPPORT THEIR WORK | $10,000 | 501(C)(3) |
| RIVER ALLIANCE OF WI | |||||||
| 306 EAST WILSON ST SUITE 2W | MADISON | WI | 53703 | NONE | SUPPORT THEIR WORK | $1,000 | 501(C)(3) |
| RIVER NETWORK | |||||||
| 520 SW 6TH AVE 1130 | PORTLAND | OR | 97204 | NONE | SUPPORT THEIR WORK | $1,000 | 501(C)(3) |
| SANIBEL-CAPTIVA CONSERVATION | |||||||
| 3333 SANIBEL-CAPTIVA ROAD | SANIBEL | FL | 33957 | NONE | SUPPORT THEIR WORK | $10,000 | 501(C)(3) |
| SCHUYLKILL RIVER GREENWAY ASSC | |||||||
| 140 COLLEGE DRIVE | POTTSTOWN | PA | 19464 | NONE | SUPPORT HERITAGE AREA | $15,000 | 501(C)(3) |
| STUDENT CONSERVATION ASSOC | |||||||
| 689 RIVER ROAD | CHARLESTON | NH | 03603 | NONE | SUPPORT THEIR WORK | $1,000 | 501(C)(3) |
| THE HIGHLANDS COALITION (APP MT CLUB) | |||||||
| 520 LONG ST | BETHLEHEM | PA | 18018 | NONE | SUPPORT THEIR WORK | $5,000 | 501(C)(3) |
| TOOKANY TACONY-FRANKFORD WATERSHED | |||||||
| ONE AWBURY RD | PHILDELPHIA | PA | 19138 | NONE | SUPPORT THEIR WORK | $2,000 | 501(C)(3) |
| TROUT UNLIMITED | |||||||
| 1300 N 17TH ST STE 500 | ARLINGTON | VA | 22209 | NONE | SUPPORT THEIR WORK | $5,000 | 501(C)(3) |
| WEST VIRGINIA RIVERS COALITION | |||||||
| 329 DAVIS AVE SUITE 7 | ELKINS | WV | 26241 | NONE | SUPPORT THEIR WORK | $2,000 | 501(C)(3) |
| WILD EARTH GUARDIANS | |||||||
| 312 MONTEZUMA | SANTE FE | NM | 87501 | NONE | PROTECTION OF COL HEADWATERS | $1,000 | 501(C)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 412000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 91952 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -3675 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 88277 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 88277 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 4 | INCOME TO FUND DONATIONS AND GRANTS |
| 8 | INCOME TO FUND DONATIONS AND GRANTS |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | GEORGE MARTIN | 1047 JAINE LANE | BIRCHRUNVILLE | PA | 19421 | 420000 | X |
| 2 | CAROL STRANGE | 905 FITZHUGH ST | SANIBEL | FL | 33957 | 5000 | X |
| 3 | LAWRENCE STRANGE | 905 FITZHUGH ST | SANIBEL | FL | 33957 | 5000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $450 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (16 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| VANGUARD MONEY MARKET | AT COST | 859158 | 859158 |
| VANGUARD REIT INDEX | AT COST | 109107 | 133189 |
| VANGUARD GROWTH & INC | AT COST | 0 | 0 |
| VANGUARD HEALTH CARE | AT COST | 1092052 | 1190222 |
| VANGUARD TAX MANAGED | AT COST | 0 | 0 |
| VANGUARD BOND FUND | AT COST | 1695 | 2023 |
| VANGUARD CAP OPP | AT COST | 889271 | 1093625 |
| VANGUARD SMALL CAP | AT COST | 166144 | 238933 |
| VANGUARD EXPLORER | AT COST | 497344 | 562563 |
| VANGUARD US VALUE | AT COST | 413928 | 370786 |
| VANGUARD SELECTED VALUE | AT COST | 544552 | 490235 |
| VANGUARD CONVERTIBLE SEC | AT COST | 164739 | 194752 |
| VANGUARD WINDSOR II | AT COST | 219075 | 297262 |
| VANGUARD MID CAP | AT COST | 206082 | 243977 |
| VANGUARD INTL GROWTH | AT COST | 146526 | 137485 |
| VANGUARD DIVIDEND GRWTH | AT COST | 602776 | 621911 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | GEORGE MARTIN | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1047 JAINE LANE | AddressLine1 |
| City | BIRCHRUNVILLE | City |
| State | PA | State |
| ZIP Code | 19421 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $173 | Amount |
| Net Investment Income | 173 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |