Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
THOMAS MARTIN FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)11423 HIGH DRIVE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LEAWOOD, KS66211
A Employer identification number

48-1222230
B Telephone number (see instructions)

(913) 338-5669
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$997,973
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 3 3  
4 Dividends and interest from securities...... 33,883 33,883  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 64,458
8 Net short-term capital gain......... 10,778
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 33,886 98,344 10,778
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 5,300 4,300   1,000
b Accounting fees (attach schedule)....... 1,509 1,509    
c Other professional fees (attach schedule).... 9,674 9,674    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 1,244 1,244    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 196 181   15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,923 16,908   1,015
25 Contributions, gifts, grants paid........ 95,455 95,455
26 Total expenses and disbursements. Add lines 24 and 25 113,378 16,908   96,470
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -79,492
b Net investment income (if negative, enter -0-) 81,436
c Adjusted net income (if negative, enter -0-)... 10,778
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 21,498 23,721 23,721
2 Savings and temporary cash investments.......... 45,754 12,936 12,936
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 655,056 Click to see attachment675,715 775,337
c Investments—corporate bonds (attach schedule)........ 177,821 Click to see attachment177,445 185,979
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 900,129 889,817 997,973
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons 2,508 2,508
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 2,508 2,508
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 897,621 887,309
30 Total net assets or fund balances (see page 17 of the
instructions).................... 897,621 887,309
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 900,129 889,817
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 897,621
2 Enter amount from Part I, line 27a..................... 2 -79,492
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 69,180
4 Add lines 1, 2, and 3.......................... 4 887,309
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 887,309
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a 115 ISHARES CHINA LARGE CAP ETF P 2012-12-11 2013-04-12
b 150 ISHARES GLOBAL CONSUMER DISCRET P 2012-12-11 2013-11-05
c 85 ISHARES MSCI TURKEY INDEX FD P 2012-08-06 2013-06-06
d 270 ISHARES MSCI AUSTRIA CAPPED ETF P 2012-10-25 2013-03-26
e 90 ISHARES MSCI BRAZIL CPPD ETF P 2013-10-11 2013-11-05
65 ISHARES MSCI CANADA ETF P 2012-08-30 2013-03-26
240 ISHARES MSCI EMU INDEX FUND P 2013-08-22 2013-11-05
230 ISHARES MSCI NETHERLANDS ETF P 2012-08-16 2013-03-26
130 ISHARES MSCI NEW ZEALAND CPD ETF P 2012-10-16 2013-10-11
150 ISHARES MSCI PAC EX JAPAN ETF P 2013-10-11 2013-11-05
165 ISHARES MSCI SINGAPORE ETF P 2013-04-09 2013-10-11
160 ISHARES MSCI SWITZ CAPPED ETF P 2013-03-26 2013-11-05
360 ISHARES US HOME CONSTRUCT ETF P 2012-08-06 2013-06-24
.5 MKT VECTORS ETF TR JR GOLD MINERS ETF P 2012-09-06 2013-07-15
400 SH RIVERPARK ST HIGH YLD FUND P 2013-10-30 2013-12-18
10 SH RYDEX ETF TR GUG S&P 500 EQ P 2012-12-11 2013-09-24
20 SH RYDEX ETF TR GUG S&P 500 EQ P 2012-12-11 2013-11-05
120 SH VANGAURD FTSE EMERG MKTS ETF P 2012-08-06 2013-04-12
25 SH VANGUARD WORLD FDS HEALTH CARE P 2012-12-11 2013-11-06
135 SH WISDOMTREE JAPAN HEDGED EQ P 2013-08-28 2013-11-05
185 SH WISDOMTREE JAPAN HEDGED EQ P 2012-12-26 2013-11-05
30 SH ABBOTT LABS COM P 2011-06-20 2013-04-04
30 SH ABBVIE INC COM P 2011-06-20 2013-01-07
45 SH AMEX FINL SELECT SPDR P 2012-09-11 2013-09-24
375 SH AMEX FINL SELCT SPDR P 2012-09-11 2013-11-05
25 SH BEMIS INC COM P 2011-12-22 2013-09-03
395 SH DONNELLEY R R & SONS CO COM P 2012-01-25 2013-07-29
500 SH FPL GROUP CAP TR P 2011-12-14 2013-10-17
155 SH GUGGEHEIM S&P 500 EQ WT TECH P 2012-02-21 2013-11-05
115 ISHARES MSCI CANADA ETF P 2012-08-30 2013-11-05
42 SH MARKET VECTORS ETF TR JR GOLD P 2012-09-06 2013-11-05
25 SH MERCK & CO INC NEW COM P 2011-03-03 2013-09-03
50 SH MERCURY GENL CORP NEW COM P 2011-01-10 2013-10-16
.273 SH NEXTERA ENERGY INC COM P 2012-01-09 2013-09-19
60 SH PPL CORP CORP UNIT P 2011-08-24 2013-07-01
55 SH RYDEX ETF TR GUG S&P 500 P 2012-10-16 2013-11-05
30 SH SPDR INDEX SHS FEDS S&P CHINA P 2012-08-06 2013-09-24
30 SH SPDR INDEX SHS FEDS S&P CHINA P 2012-08-06 2013-11-05
15 SH SPDR SER TR S&P OILGAS EXP P 2012-08-30 2013-09-24
145 SH SPDR SER TR S&P OILGAS EXP P 2012-08-30 2013-11-05
85 SH SPDR SERIES TR S&P TRANSN ETF P 2012-10-16 2013-11-05
600 SH US BANCORP DEL DEP SHS PFD P 2012-07-09 2013-10-17
45 SH VANGUARD FTSE EMERG MKTS ETF P 2012-08-06 2013-09-24
30 SH VANGUARD WORLD FDS HEALTH CAR P 2012-04-20 2013-11-05
50 SH VANGUARD WORLD FDS HEALTH CARE P 2012-04-25 2013-11-05
20 SH VANGUARD WORLD FDS INDLS ETF P 2011-02-18 2013-09-24
155 SH VANGUARD WORLD FDS INDLS ETF P 2011-02-18 2013-11-05
150 SH ABBOTT LABS COM P 2010-02-03 2013-04-04
150 SH ABBVIE INC COM P 2010-02-03 2013-01-07
130 SH CONAGRA INC COM P 2010-02-03 2013-04-04
340 SH DONNELLEY R R & SONS CO COM P 2010-02-03 2013-07-29
20 SH DU PONT E I DE NEMOURS & CO P 2010-02-03 2013-10-15
125 SH DUKE ENERGY CORP NEW COM P 2010-02-03 2013-05-08
700 SH FIDELITY NEW MKTS INC FUND P 2011-12-14 2013-10-17
50 SH GENERAL ELEC CO COM P 2010-02-03 2013-10-15
25 ISHARES MSCI AUSTRALIA ETF P 2009-03-24 2013-09-24
90 ISHARES MSCI AUSTRALIA ETF P 2009-03-24 2013-11-05
5 ISHARES MSCI CANADA ETF P 2005-01-27 2013-03-26
245 ISHARES MSCI EMU INDEX FD COM P 2009-09-15 2013-11-05
190 ISHARES MSCI GERMANY ETF P 2010-12-29 2013-03-26
190 ISHARES MSCI GERMANY ETF P 2010-08-18 2013-04-09
195 ISHARES MSCI GERMANY ETF P 2010-08-18 2013-11-05
65 ISHARES MSCI UNITED KINGDOM P 2009-11-06 2013-09-24
665 ISHARES MSCI UNITED KINGDOM P 2009-11-06 2013-11-05
100 ISHARES N AMER NAT RESOURCES P 2009-11-16 2013-11-05
35 SH LINEAR TECH CORP COM P 2010-02-03 2013-10-15
150 SH MATTEL INC COM P 2010-02-03 2013-05-20
30 SH MERCURY GENL CORP NEW COM P 2010-02-24 2013-10-16
.588 SH PPL CORP COM P 2010-09-29 2013-07-30
115 SH PPL CORP CORP UNIT P 2010-09-29 2013-07-01
160 SH SECTOR SPDR TR SBI MATERIALS P 2009-11-16 2013-11-05
25 SH SPDR SER TR MS TECH ETF P 2009-11-16 2013-09-24
270 SH SPDR SER TR MS TECH ETF P 2009-11-16 2013-11-05
345 SH SYSCO CORP COM P 2010-02-03 2013-09-04
25 SH WASTE MANAGEMENT INC COM P 2010-02-03 2013-10-15
275 SH WASTE MANAGEMENT INC COM P 2010-02-03 2013-12-11
SPDR GOLD TR GOLD SHS P 2008-12-16 2013-12-31
SPDR GOLD TR GOLD SHS P 2009-11-06 2013-12-31
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 4,120 0 4,488 -368
b 12,040 0 9,126 2,914
c 5,121 0 4,769 352
d 4,647 0 4,331 316
e 4,402 0 4,481 -79
1,838 0 1,772 66
9,425 0 8,779 646
4,720 0 4,138 582
5,041 0 4,461 580
7,453 0 7,315 138
2,231 0 2,305 -74
5,056 0 4,689 367
7,874 0 5,987 1,887
17 0 45 -28
4,004 0 4,008 -4
1,016 0 800 216
2,096 0 1,599 497
5,058 0 4,938 120
2,423 0 1,864 559
6,331 0 6,209 122
8,677 0 6,708 1,969
1,099 0 747 352
1,035 0 810 225
905 0 706 199
7,687 0 5,885 1,802
998 0 745 253
6,303 0 5,062 1,241
12,105 0 12,958 -853
11,037 0 8,876 2,161
3,353 0 3,135 218
1,545 0 3,813 -2,268
1,176 0 826 350
2,462 0 2,145 317
22 0 20 2
3,157 0 3,383 -226
5,764 0 4,347 1,417
2,264 0 1,942 322
2,256 0 1,942 314
990 0 781 209
10,162 0 7,553 2,609
6,415 0 4,311 2,104
15,702 0 17,478 -1,776
1,866 0 1,851 15
2,908 0 1,995 913
4,846 0 3,368 1,478
1,815 0 1,415 400
14,586 0 10,917 3,669
5,495 0 3,941 1,554
5,175 0 4,274 901
4,491 0 2,994 1,497
5,426 0 6,916 -1,490
1,169 0 672 497
9,107 0 6,255 2,852
11,319 0 11,151 168
1,212 0 836 376
640 0 339 301
5,082 0 2,581 2,501
141 0 82 59
9,621 0 9,238 383
4,686 0 4,001 685
4,636 0 3,916 720
5,659 0 4,019 1,640
1,286 0 1,048 238
13,506 0 10,690 2,816
4,309 0 3,221 1,088
1,395 0 946 449
6,925 0 3,141 3,784
1,478 0 1,234 244
18 0 18 0
6,051 0 6,572 -521
6,954 0 4,616 2,338
2,060 0 1,369 691
22,675 0 13,005 9,670
11,073 0 9,598 1,475
1,042 0 814 228
12,035 0 8,954 3,081
18 0 11 7
6 0 5 1
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a 0 0 0 -368
b 0 0 0 2,914
c 0 0 0 352
d 0 0 0 316
e 0 0 0 -79
0 0 0 66
0 0 0 646
0 0 0 582
0 0 0 580
0 0 0 138
0 0 0 -74
0 0 0 367
0 0 0 1,887
0 0 0 -28
0 0 0 -4
0 0 0 216
0 0 0 497
0 0 0 120
0 0 0 559
0 0 0 122
0 0 0 1,969
0 0 0 352
0 0 0 225
0 0 0 199
0 0 0 1,802
0 0 0 253
0 0 0 1,241
0 0 0 -853
0 0 0 2,161
0 0 0 218
0 0 0 -2,268
0 0 0 350
0 0 0 317
0 0 0 2
0 0 0 -226
0 0 0 1,417
0 0 0 322
0 0 0 314
0 0 0 209
0 0 0 2,609
0 0 0 2,104
0 0 0 -1,776
0 0 0 15
0 0 0 913
0 0 0 1,478
0 0 0 400
0 0 0 3,669
0 0 0 1,554
0 0 0 901
0 0 0 1,497
0 0 0 -1,490
0 0 0 497
0 0 0 2,852
0 0 0 168
0 0 0 376
0 0 0 301
0 0 0 2,501
0 0 0 59
0 0 0 383
0 0 0 685
0 0 0 720
0 0 0 1,640
0 0 0 238
0 0 0 2,816
0 0 0 1,088
0 0 0 449
0 0 0 3,784
0 0 0 244
0 0 0 0
0 0 0 -521
0 0 0 2,338
0 0 0 691
0 0 0 9,670
0 0 0 1,475
0 0 0 228
0 0 0 3,081
0 0 0 7
0 0 0 1
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 64,458
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . .
Bracket 3 10,778
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 113,641 994,284 0.114294
2011 80,715 1,061,176 0.076062
2010 126,996 1,094,663 0.116014
2009 87,957 1,087,194 0.080903
2008 119,784 1,257,737 0.095238
2 Total of line 1, column (d) ...................... 2 0.482511
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.096502
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 974,161
5 Multiply line 4 by line 3....................... 5 94,008
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 814
7 Add lines 5 and 6......................... 7 94,822
8 Enter qualifying distributions from Part XII, line 4.............. 8 96,470
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 814
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 814
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 814
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid Original Return: 0 7  
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 14
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 828
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet0 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletKS
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletKATHERINE B MARTIN Telephone no.bullet (913) 338-5669
    Located atbullet11423 High DriveLeawoodKS ZIP+4bullet66211
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    KATHERINE B MARTIN Sec/Treas/Dir
    2.00
    0 0 0
    11423 High Drive
    Leawood,KS66211
    THOMAS B MARTIN Pres/Dir
    1.00
    0 0 0
    11423 High Drive
    Leawood,KS66211
    PETER BROWN Asst Treas
    0
    5,300 0 0
    2345 Grand Blvd 2800
    Kansas City,MO64108
    T BRADLEY MARTIN Director
    0
    0 0 0
    2634 W CORTLAND STREET
    Chicago,IL60647
    K MICHELLE RAAB Director
    0
    0 0 0
    3415 N UTAH STREET
    ARLINGTON,VA22207
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    48,708
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    814
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    814
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    47,894
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    47,894
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    47,894
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2012
    (c)
    2012
    (d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 47,894
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 28,516
    b From 2009....... 33,684
    c From 2010....... 127,350
    d From 2011.......  
    e From 2012....... 39,335
    fTotal of lines 3a through e......... 228,885
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 96,470
    a Applied to 2012, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......
     
    c Treated as distributions out of corpus (Election
    required—see instructions).........
     
    d Applied to 2013 distributable amount.....  
    e Remaining amount distributed out of corpus 96,470
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 325,355
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........
    47,894
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............
     
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...
    28,516
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
    296,839
    10 Analysis of line 9:
    a Excess from 2009.... 33,684
    b Excess from 2010.... 127,350
    c Excess from 2011....  
    d Excess from 2012.... 39,335
    e Excess from 2013.... 96,470
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ALS ASSOCIATION
    6950 SQUIBB ROAD
    MISSION,KS66202
      PUBLICOPERCHARITY RESEARCH/VICTUMCLINICALASSISTANCE 200
    AMERICAN RED CROSS
    21 W ARMOUR BLVD
    KANSAS CITY,MO64111
      PUBLIC FOR DISASTERSOCIAL SERVICESRELIEF 9,250
    ARTS COUNCIL OF JO CO
    15301 W 87TH PAKWAY
    LENEXA,KS66219
      PUBLIC PUBLIC ART 1,000
    CHILDREN'S TLC
    3101 MAIN STREET
    KANSAS CITY,MO64111
      PUBLIC LEARNING FORTHERAPEUTICDISABLED KIDS 1,100
    CITY UNION MISSION
    1100 E 11TH ST
    KANSAS CITY,MO64106
      PUBLIC SERVICESHOMELESS 1,600
    CORNELL UNIVERSITY
    311 CAMPUS ROAD
    ITHACA,NY14853
      PUBLIC ACADEMICS/UNIVERSITYRESEARCH 4,000
    FIRST DOWNS FOR DOWN SYNDROME
    5960 DEARBORN ST
    MISSION,KS66202
      PUBLIC AND FUNDS FORRAISE AWARENESSSERVICES/CLINICS 1,000
    FRIENDS OF UNIV ACADEMY
    6801 HOLMES
    KANSAS CITY,MO64131
      PUBLIC SCHOOL K-12COLLEGE PREP 1,000
    HARRIMAN-JEWELL SERIES
    WILLIAM JEWELL COLLEGE
    LIBERTY,MO64068
      PUBLIC PERFORMINGSUPPORTARTS IN KC 1,500
    HOUSE OF HOPE
    7925 STATE AVE
    KANSAS CITY,KS66112
      PUBLIC TREATMENT CENTERSABUSE 200
    KAPPA KAPPA GAMMA FDN
    KCKAPPASCOM
    KANSAS CITY,MO64112
      PVTNON-OPFDN PHILANTHROPICSCHOLARSHIPS/ENDEAVORS 5,000
    KC HOSPICE & PALIATIVE CARE
    1500 MEADOW LAKE PKWY
    KANSAS CITY,MO64114
      PUBLIC LIFE LIMIITINGHOSPICE CARESERIOUS ILLNESS 100
    KAUFFMAN PERFORMING ARTS CTR
    1601 BROADWAY
    KANSAS CITY,MO64108
      PVTOPERFDN MUSICALTHEATRE/PERFORMANCES 10,050
    METRO ORG TO COUNTER SEXUAL ABUSE
    3100 BROADWAY STREET
    KANSAS CITY,MO64111
      PUBLIC ASSISTANCE/VICTUMEDUCATION 6,000
    RONALD MCDONALD HOUSE
    ONE KROC DRIVE
    OAK BROOK,IL60523
      PVTOPERFDN ASSISTANCEFAMILYHOUSING 5,000
    KC ROTARY FOUNDATION
    PO BOX 412457
    KANSAS CITY,MO64141
      PVTOPERFDN DISADVANTAGEDCAMP FORYOUTH GROUPS 100
    KANSAS UNIV ENDOWMENT
    PO BOX 928
    LAWRENCE,KS66044
      PUBLIC NEURO SCIENCERESEARCH/ 250
    NELSON GALLERY FOUNDATION
    4525 OAK STREET
    KANSAS CITY,MO64111
      PVTOPERFDN EXHIBITION OFPRESERVATION/VISUAL ARTS 13,300
    LIBRARY OF CONGRESS
    101 INDEPENDENCE AVE SE
    WASHINGTON,DC20540
      PUBIC KNOWLEDGE ANDSUPPORT CONGRESS/CREATIVITY 25,000
    SAFEHOME INC
    UNDISCLOSED LOCATION
    OVERLAND PARK,KS66210
      PUBLIC VIOLENCEDOMESTICASSISTANCE 5,500
    WIN FOR KC-KC SPORT COMM
    114 W 11TH ST 300
    KANSAS CITY,MO64105
      PUBLIC WOMEN/GIRLSEMPOWERINGTHRU SPORTS 55
    UNIV OF MO CONSERVATORY
    4949 CHERRY
    KANSAS CITY,MO64110
      UNIV ARTISTICEDUCATION/EXCELLENCE 1,250
    TRUMAN LIBRARY
    500 W US HWY 24
    INDEPENDENCE,MO64050
      PVTOPERFDN EXHIBITS 3,000
    Total .................................bullet 3a 95,455
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
        14 3  
    4 Dividends and interest from securities....     14 33,883  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 64,458  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   98,344  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1398,344
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  
    Part VI Line 7 - Tax Paid Original Return: 0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    THOMAS MARTIN FOUNDATION
    EIN: 48-1222230
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Martha L. Voight, CPA Tax preparation 1,509 1,509    

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    THOMAS MARTIN FOUNDATION
    EIN: 48-1222230
    Name of Bond End of Year Book Value End of Year Fair Market Value
    25,000 STATOIL ASA GTD 3.15% DUE 1/23/22 25,606 24,414
    25,000 WESTERN UNION CO NT 3.65% DUE 8/22/2018 25,704 25,485
    50,000 JPMORGAN CHASE & CO 5.125% 49,954 51,513
    40,000 COCA COLA CO 5.35% DUE 11/15/2017 40,826 45,544
    35,000 BOEING CO SR NOTE 4.875% DYE 02/15/2020 35,355 39,023

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THOMAS MARTIN FOUNDATION
    EIN: 48-1222230
    Name of Stock End of Year Book Value End of Year Fair Market Value
    700 ALPS ETF TR ALERIAN MLP 11,492 12,453
    285 AT&T INC 7,796 10,021
    300 ASTRAZENECA PLC 14,343 17,811
    195 BANK OF HAWAII CORP 9,043 11,532
    245 BEMIS INC 7,303 10,035
    590 CA INC 15,490 19,854
    300 CENTURYLINK INC 10,371 9,555
    100 CHEVRON CORPORATION 7,360 12,491
    350 CONAGRA INC 8,531 11,795
    95 DIAGEO PLC SPON ADR 6,375 12,580
    160 DIAMOND OFFSHORE DRILLING INC 12,788 9,107
    455 DIEBOLD INC 12,558 15,020
    210 DU PONT E I DE NEMOURS & CO 7,718 13,644
    675 GENERAL ELECTRIC CO 11,524 18,920
    625 INTEL CORP 13,178 16,222
    800 ISHARES MSCI EAFE GROWTH ETF 55,437 57,184
    100 JOHNSON & JOHNSON COM 7,161 9,159
    160 KLA TENCOR CORP COM 7,741 10,314
    400 KEMPER CORP 9,822 16,352
    225 LINEAR TECHNOLOGY CORP 6,080 10,249
    180 MATTEL INC 3,769 8,564
    185 MERCK & CO 6,115 9,259
    120 MERCURY GENERAL CORP 4,936 5,965
    580 MICROSOFT CORP 16,577 21,698
    220 MOLSON COORS BREWING CO CL B 11,067 12,353
    129 NEXTERA ENERGY INC 9,292 11,045
    339 PPL CORP COM 10,261 10,201
    415 PFIZER INC 7,744 12,711
    2,000 POWERSHARES ETF ;INTL DIV ACHIEVERS 35,740 36,840
    130 RAYTHEON COM 6,724 11,791
    40 SPDR TR GOLD SH 3,582 4,645
    120 SDPR S&P MIDCAP 400 ETF TR 28,216 29,304
    315 SANOFI SPONSORED ADR 16,426 16,893
    840 TESCO PLC SPONSORED ADR 14,597 13,955
    270 THOMSON REUTERS CORP 8,240 10,211
    235 TOTAL S A SPONSORED ADR 13,109 14,398
    455 VANGUARD FTSE EMERGING MKTS ETF 18,723 18,719
    150 WAL MART STORES INC 9,510 11,803
    695 WISDOMTREE TR EUROPE HEDGED EQ 37,480 39,066
    540 ZURICH INS GROUP LTD SPONSORED ADR 14,559 15,696
    3247.752 COLUMBIA INC OPP FUND CLASS Z 30,610 32,640
    500 FPL GROUP CAP TR I PFD TR SECS 5.875% 12,958 12,100
    2204.52 FIDELITY NEW MARKETS INCOME FUND 31,332 31,250
    4040 MFS MULTIMARKET INC TR BEN INT 27,379 26,745
    3898.5 RIVERPARK ST HIGH YLD FUND 39,033 38,985
    540 US BANCORP DEL DEP SHS PFD 6.5% 15,625 14,202

    TY 2013 LegalFeesSchedule
    Name:
    THOMAS MARTIN FOUNDATION
    EIN: 48-1222230
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Lathrop & Gage LLP Legal operational/investment matters 5,300 4,300   1,000


    TY 2013 OtherExpensesSchedule
    Name:
    THOMAS MARTIN FOUNDATION
    EIN: 48-1222230
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISC INVESTMENT EXP 181 181    
    Bank charges 15     15


    TY 2013 OtherIncreasesSchedule
    Name:
    THOMAS MARTIN FOUNDATION
    EIN: 48-1222230
    Description Amount
    CAPITAL GAINS 64,458
    NON TAXABLE DISTRIBUTIONS 1,167
    CHANGE IN ACCRUED INCOME 3,555


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    THOMAS MARTIN FOUNDATION
    EIN: 48-1222230
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    COUNTRY CLUB TRUST CO TRUSTEE ACCOUNT FEES 9,674 9,674    


    TY 2013 TaxesSchedule
    Name:
    THOMAS MARTIN FOUNDATION
    EIN: 48-1222230
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign taxes withheld 580 580    
    Federal income tax 664 664