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
MARTIN FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)C/O KREISCHER MILLER 100 WITMERROAD NO 350Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HORSHAM, PA19044
A Employer identification number

27-2178874
B Telephone number (see instructions)

(215) 348-8149
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$10,638,659J 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) 164,189
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 225,184 225,184  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 307,830
b Gross sales price for all assets on line 6a 3,275,465
7 Capital gain net income (from Part IV, line 2)... 307,830
8 Net short-term capital gain.........  
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)....... Click to see attachment 11,630 11,630  
12 Total. Add lines 1 through 11........ 708,833 544,644  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,000 0   20,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 17,299 6,500   10,799
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 40,490 1,027   39,463
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 58,416 56,428   1,421
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 136,205 63,955   71,683
25 Contributions, gifts, grants paid........ 425,000 420,000
26 Total expenses and disbursements. Add lines 24 and 25 561,205 63,955   491,683
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 147,628
b Net investment income (if negative, enter -0-) 480,689
c Adjusted net income (if negative, enter -0-)...  
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............... 44,877 36,748 36,748
2 Savings and temporary cash investments.......... 39,027 37,872 37,872
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)........ 4,699,329 Click to see attachment5,904,488 5,904,488
c Investments—corporate bonds (attach schedule)........ 4,444,630 Click to see attachment4,659,551 4,659,551
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 252,265 Click to see attachment0 0
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) 9,480,128 10,638,659 10,638,659
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
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......... 5,000,000 5,000,000
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 4,480,128 5,638,659
30 Total net assets or fund balances (see page 17 of the
instructions).................... 9,480,128 10,638,659
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 9,480,128 10,638,659
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 9,480,128
2 Enter amount from Part I, line 27a..................... 2 147,628
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 1,010,903
4 Add lines 1, 2, and 3.......................... 4 10,638,659
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 10,638,659
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 ARTISAN ACCOUNT - PASSTHROUGH INCOME P    
b ARTISAN ACCOUNT - PASSTHROUGH INCOME P    
c ADT CORPORATION (THE) CMN P 2008-01-23 2013-12-13
d ADT CORPORATION (THE) CMN P 2007-11-20 2013-12-13
e AMERICAN INTL GROUP, INC. CMN P 2012-09-12 2013-12-13
AON PLC CMN P 2013-10-30 2013-12-13
APPLIED MATERIALS INC CMN P 2009-07-09 2013-09-11
APPLIED MATERIALS INC CMN P 2009-07-09 2013-09-16
APPLIED MATERIALS INC CMN P 2009-07-09 2013-09-18
APPLIED MATERIALS INC CMN P 2009-07-10 2013-12-13
APPLIED MATERIALS INC CMN P 2009-07-09 2013-12-13
AXIALL CORP CMN P 2013-06-07 2013-12-13
AXIALL CORP CMN P 2013-06-10 2013-12-13
AXIALL CORP CMN P 2013-06-13 2013-12-13
BABCOCK & WILCOX COMPANY (THE) CMN P 2011-04-01 2013-09-25
BABCOCK & WILCOX COMPANY (THE) CMN P 2011-04-01 2013-09-26
BABCOCK & WILCOX COMPANY (THE) CMN P 2011-04-18 2013-12-13
BABCOCK & WILCOX COMPANY (THE) CMN P 2011-04-14 2013-12-13
BAXTER INTERNATIONAL INC CMN P 2010-05-07 2013-03-08
BAXTER INTERNATIONAL INC CMN P 2010-05-17 2013-03-22
BAXTER INTERNATIONAL INC CMN P 2010-05-07 2013-02-12
BAXTER INTERNATIONAL INC CMN P 2010-10-19 2013-06-05
BAXTER INTERNATIONAL INC CMN P 2010-05-17 2013-06-05
BAXTER INTERNATIONAL INC CMN P 2010-10-19 2013-08-15
BAXTER INTERNATIONAL INC CMN P 2010-10-19 2013-08-15
BAXTER INTERNATIONAL INC CMN P 2012-05-01 2013-08-29
BAXTER INTERNATIONAL INC CMN P 2011-01-28 2013-08-26
BAXTER INTERNATIONAL INC CMN P 2011-12-14 2013-08-27
BILL BARRETT CORPORATION CMN P 2010-05-05 2013-10-21
BILL BARRETT CORPORATION CMN P 2010-05-05 2013-10-24
BILL BARRETT CORPORATION CMN P 2010-05-14 2013-10-28
BILL BARRETT CORPORATION CMN P 2012-01-25 2013-11-14
BILL BARRETT CORPORATION CMN P 2012-01-25 2013-11-15
BILL BARRETT CORPORATION CMN P 2012-01-26 2013-11-19
BILL BARRETT CORPORATION CMN P 2010-05-14 2013-11-01
BILL BARRETT CORPORATION CMN P 2010-05-14 2013-10-29
BILL BARRETT CORPORATION CMN P 2010-05-20 2013-11-04
BILL BARRETT CORPORATION CMN P 2010-05-20 2013-11-05
BILL BARRETT CORPORATION CMN P 2010-05-14 2013-11-04
BILL BARRETT CORPORATION CMN P 2011-02-16 2013-11-06
BILL BARRETT CORPORATION CMN P 2011-09-30 2013-11-08
BILL BARRETT CORPORATION CMN P 2011-12-09 2013-11-11
BILL BARRETT CORPORATION CMN P 2011-02-16 2013-11-08
BILL BARRETT CORPORATION CMN P 2011-12-15 2013-11-13
BILL BARRETT CORPORATION CMN P 2012-05-03 2013-11-20
BOEING COMPANY CMN P 2009-10-01 2013-04-11
BOEING COMPANY CMN P 2011-07-13 2013-07-23
BOEING COMPANY CMN P 2009-10-01 2013-07-23
BOEING COMPANY CMN P 2009-10-28 2013-07-23
CABOT MICROELECTRONICS CORP CMN P 2011-08-03 2013-03-25
CABOT MICROELECTRONICS CORP CMN P 2011-08-03 2013-04-12
CABOT MICROELECTRONICS CORP CMN P 2011-08-10 2013-04-12
CABOT MICROELECTRONICS CORP CMN P 2007-05-16 2013-01-18
CABOT MICROELECTRONICS CORP CMN P 2007-05-16 2013-01-24
CABOT MICROELECTRONICS CORP CMN P 2008-10-10 2013-01-24
CABOT MICROELECTRONICS CORP CMN P 2011-08-03 2013-02-12
CABOT MICROELECTRONICS CORP CMN P 2008-10-10 2013-02-12
CARMAX, INC. CMN P 2011-09-30 2013-05-01
CARMAX, INC. CMN P 2011-09-29 2013-03-20
CARMAX, INC. CMN P 2011-09-29 2013-03-21
CARMAX, INC. CMN P 2011-09-30 2013-03-22
CARMAX, INC. CMN P 2012-05-08 2013-05-15
CARMAX, INC. CMN P 2011-09-30 2013-05-15
CARMAX, INC. CMN P 2012-05-08 2013-12-13
CARNIVAL CORPORATION CMN P 2006-06-05 2013-01-29
CARNIVAL CORPORATION CMN P 2006-06-05 2013-01-28
CARNIVAL CORPORATION CMN P 2011-05-02 2013-01-30
CARNIVAL CORPORATION CMN P 2008-11-05 2013-01-30
CARNIVAL CORPORATION CMN P 2012-07-10 2013-01-30
CARNIVAL CORPORATION CMN P 2008-11-21 2013-01-30
CARNIVAL CORPORATION CMN P 2006-06-05 2013-01-30
CARNIVAL CORPORATION CMN P 2007-08-16 2013-01-30
COMCAST CORPORATION CMN CLASS A NON VOTING P 2011-07-01 2013-04-03
COMCAST CORPORATION CMN CLASS A NON VOTING P 2011-06-30 2013-04-02
COMCAST CORPORATION CMN CLASS A NON VOTING P 2011-06-29 2013-04-02
CORNING INCORPORATED CMN P 2012-02-08 2013-12-13
CORNING INCORPORATED CMN P 2012-02-07 2013-12-13
DELPHI AUTOMOTIVE PLC CMN P 2012-02-23 2013-03-20
DELPHI AUTOMOTIVE PLC CMN P 2012-02-23 2013-07-11
DELPHI AUTOMOTIVE PLC CMN P 2012-02-24 2013-12-13
DEVON ENERGY CORPORATION (NEW) CMN P 2012-05-09 2013-12-13
DIEBOLD INCORPORATED CMN P 2011-04-18 2013-03-11
DIEBOLD INCORPORATED CMN P 2011-05-09 2013-03-11
DIEBOLD INCORPORATED CMN P 2011-05-11 2013-03-11
DIEBOLD INCORPORATED CMN P 2009-08-14 2013-03-11
DIEBOLD INCORPORATED CMN P 2009-08-17 2013-03-11
DRESSER-RAND GROUP INC. CMN P 2011-09-22 2013-12-13
EXELIS INC. CMN P 2012-02-03 2013-09-20
EXELIS INC. CMN P 2012-02-06 2013-09-24
EXELIS INC. CMN P 2012-02-03 2013-09-24
EXELIS INC. CMN P 2012-02-07 2013-09-25
EXELIS INC. CMN P 2012-02-06 2013-09-25
EXELIS INC. CMN P 2012-02-09 2013-10-02
EXELIS INC. CMN P 2012-02-07 2013-10-02
EXELIS INC. CMN P 2012-02-08 2013-10-02
EXELIS INC. CMN P 2012-02-08 2013-10-02
EXELIS INC. CMN P 2012-02-09 2013-10-22
EXELIS INC. CMN P 2012-02-14 2013-11-07
EXELIS INC. CMN P 2012-02-15 2013-11-07
EXELIS INC. CMN P 2012-02-09 2013-11-07
EXELIS INC. CMN P 2012-02-15 2013-12-13
EXELIS INC. CMN P 2012-03-07 2013-12-20
EXELIS INC. CMN P 2012-03-07 2013-12-26
EXELIS INC. CMN P 2012-03-09 2013-12-27
FAMILY DOLLAR STORES INC CMN P 2013-03-07 2013-12-13
FRANKLIN RESOURCES INC CMN P 2009-02-06 2013-12-13
GAMING AND LEISURE PROP, INC. CMN P 2010-08-12 2013-12-13
GAMING AND LEISURE PROP, INC. CMN P 2010-08-11 2013-12-13
GENERAL ELECTRIC CO CMN P 2008-09-26 2013-12-13
GENERAL ELECTRIC CO CMN P 2008-10-02 2013-12-13
GENERAL MOTORS COMPANY CMN P 2013-04-09 2013-12-13
GENERAL MOTORS COMPANY CMN P 2011-11-08 2013-04-15
GENERAL MOTORS COMPANY CMN P 2011-11-07 2013-04-15
GENERAL MOTORS COMPANY CMN P 2011-11-07 2013-02-05
GENERAL MOTORS COMPANY CMN P 2011-11-07 2013-02-05
GENERAL MOTORS COMPANY CMN P 2011-11-08 2013-04-30
GENERAL MOTORS COMPANY CMN P 2011-11-08 2013-04-26
GENERAL MOTORS COMPANY CMN P 2011-11-08 2013-04-26
GENERAL MOTORS COMPANY CMN P 2011-11-09 2013-07-24
GENERAL MOTORS COMPANY CMN P 2011-11-08 2013-07-24
GENERAL MOTORS COMPANY CMN P 2011-11-11 2013-07-24
GS HIGH YIELD FUND INSTITUTIONAL SHARES P 2012-07-12 2013-01-02
GS HIGH YIELD FUND INSTITUTIONAL SHARES P 2012-09-28 2013-01-02
GS HIGH YIELD FUND INSTITUTIONAL SHARES P 2012-11-30 2013-01-02
GS HIGH YIELD FUND INSTITUTIONAL SHARES P 2012-08-31 2013-01-02
GS HIGH YIELD FUND INSTITUTIONAL SHARES P 2012-10-31 2013-01-02
GS HIGH YIELD FUND INSTITUTIONAL SHARES P 2012-12-12 2013-01-02
GS HIGH YIELD FUND INSTITUTIONAL SHARES P 2012-12-12 2013-01-02
GS HIGH YIELD FUND INSTITUTIONAL SHARES P 2008-03-10 2013-01-02
GS HIGH YIELD FUND INSTITUTIONAL SHARES P 2011-04-14 2013-01-02
GS HIGH YIELD FUND INSTITUTIONAL SHARES P 2006-01-10 2013-01-02
GS HIGH YIELD FUND INSTITUTIONAL SHARES P 2012-07-31 2013-01-02
GS HIGH YIELD FUND INSTITUTIONAL SHARES P 2007-02-21 2013-01-02
GS HIGH YIELD FUND INSTITUTIONAL SHARES P 2009-04-06 2013-01-02
GS INFLATION PROTECTED SECURITIES FUND INSTITUTIONAL SHARES P 2012-07-31 2013-08-22
GS INFLATION PROTECTED SECURITIES FUND INSTITUTIONAL SHARES P 2012-08-31 2013-08-22
GS INFLATION PROTECTED SECURITIES FUND INSTITUTIONAL SHARES P 2012-10-31 2013-08-22
GS INFLATION PROTECTED SECURITIES FUND INSTITUTIONAL SHARES P 2012-12-12 2013-08-22
GS INFLATION PROTECTED SECURITIES FUND INSTITUTIONAL SHARES P 2012-09-28 2013-08-22
GS INFLATION PROTECTED SECURITIES FUND INSTITUTIONAL SHARES P 2012-11-30 2013-08-22
GS INFLATION PROTECTED SECURITIES FUND INSTITUTIONAL SHARES P 2012-12-12 2013-08-22
GS INFLATION PROTECTED SECURITIES FUND INSTITUTIONAL SHARES P 2012-12-31 2013-08-22
GS INFLATION PROTECTED SECURITIES FUND INSTITUTIONAL SHARES P 2013-01-31 2013-08-22
GS INFLATION PROTECTED SECURITIES FUND INSTITUTIONAL SHARES P 2013-05-31 2013-08-22
GS INFLATION PROTECTED SECURITIES FUND INSTITUTIONAL SHARES P 2012-12-31 2013-08-22
GS INFLATION PROTECTED SECURITIES FUND INSTITUTIONAL SHARES P 2013-03-28 2013-08-22
GS INFLATION PROTECTED SECURITIES FUND INSTITUTIONAL SHARES P 2013-02-28 2013-08-22
GS INFLATION PROTECTED SECURITIES FUND INSTITUTIONAL SHARES P 2013-04-30 2013-08-22
GS INFLATION PROTECTED SECURITIES FUND INSTITUTIONAL SHARES P 2013-07-31 2013-08-22
GS INFLATION PROTECTED SECURITIES FUND INSTITUTIONAL SHARES P 2012-07-12 2013-08-22
GS INFLATION PROTECTED SECURITIES FUND INSTITUTIONAL SHARES P 2013-06-28 2013-08-22
GS U.S. EQUITY DIVIDEND AND PREMIUM FUND INSTITUTIONAL SHARES P 2012-07-19 2013-02-11
GS U.S. EQUITY DIVIDEND AND PREMIUM FUND INSTITUTIONAL SHARES P 2012-07-19 2013-12-13
HANESBRANDS INC. CMN P 2010-08-30 2013-03-25
HANESBRANDS INC. CMN P 2010-08-30 2013-04-11
HANESBRANDS INC. CMN P 2010-08-30 2013-04-04
HANESBRANDS INC. CMN P 2010-08-30 2013-01-14
HANESBRANDS INC. CMN P 2010-08-27 2013-01-14
HANESBRANDS INC. CMN P 2010-08-30 2013-02-13
HANESBRANDS INC. CMN P 2011-08-09 2013-04-17
HANESBRANDS INC. CMN P 2011-12-14 2013-04-24
HANESBRANDS INC. CMN P 2011-12-14 2013-05-02
HANESBRANDS INC. CMN P 2012-02-16 2013-06-21
HANESBRANDS INC. CMN P 2011-12-14 2013-06-21
HANESBRANDS INC. CMN P 2012-02-16 2013-06-24
HANESBRANDS INC. CMN P 2012-02-16 2013-06-24
HANESBRANDS INC. CMN P 2012-02-16 2013-07-24
ILLINOIS TOOL WORKS CMN P 2009-03-06 2013-11-14
ILLINOIS TOOL WORKS CMN P 2009-02-02 2013-11-14
ILLINOIS TOOL WORKS CMN P 2009-03-17 2013-12-13
ILLINOIS TOOL WORKS CMN P 2009-03-06 2013-12-13
ISHARES CORE TOTAL U.S. BOND MARKET FD ETF P 2012-12-31 2013-11-07
JOHNSON & JOHNSON CMN P 2011-01-04 2013-02-14
JOHNSON & JOHNSON CMN P 2011-01-07 2013-02-15
JOHNSON & JOHNSON CMN P 2011-01-04 2013-02-15
JOHNSON & JOHNSON CMN P 2011-01-11 2013-06-05
JOHNSON & JOHNSON CMN P 2011-01-07 2013-06-05
JOHNSON & JOHNSON CMN P 2011-01-11 2013-07-24
JOHNSON & JOHNSON CMN P 2011-01-18 2013-07-24
JOHNSON & JOHNSON CMN P 2011-01-26 2013-08-08
JOHNSON & JOHNSON CMN P 2011-01-18 2013-08-08
JOHNSON & JOHNSON CMN P 2011-03-15 2013-08-13
JOHNSON & JOHNSON CMN P 2011-01-26 2013-08-13
JPMORGAN CHASE & CO CMN P 2006-06-05 2013-12-13
JPMORGAN CHASE & CO CMN P 2009-01-22 2013-12-13
LENDER PROCESSING SERVICES, IN CMN P 2011-07-07 2013-05-08
LENDER PROCESSING SERVICES, IN CMN P 2011-07-07 2013-05-23
LENDER PROCESSING SERVICES, IN CMN P 2011-07-13 2013-05-28
LENDER PROCESSING SERVICES, IN CMN P 2011-07-08 2013-05-23
LENDER PROCESSING SERVICES, IN CMN P 2011-07-26 2013-05-28
LENDER PROCESSING SERVICES, IN CMN P 2011-08-15 2013-05-29
LENDER PROCESSING SERVICES, IN CMN P 2011-11-22 2013-06-05
LENDER PROCESSING SERVICES, IN CMN P 2012-01-20 2013-06-05
LIVE NATION ENTERTAINMENT INC CMN P 2007-12-31 2013-03-26
LIVE NATION ENTERTAINMENT INC CMN P 2007-12-31 2013-04-26
LIVE NATION ENTERTAINMENT INC CMN P 2007-12-31 2013-05-08
LIVE NATION ENTERTAINMENT INC CMN P 2007-12-31 2013-07-23
LIVE NATION ENTERTAINMENT INC CMN P 2007-12-31 2013-08-13
LIVE NATION ENTERTAINMENT INC CMN P 2007-12-31 2013-08-08
LIVE NATION ENTERTAINMENT INC CMN P 2007-12-31 2013-08-20
LIVE NATION ENTERTAINMENT INC CMN P 2008-01-17 2013-08-21
LIVE NATION ENTERTAINMENT INC CMN P 2008-01-17 2013-10-10
LIVE NATION ENTERTAINMENT INC CMN P 2008-01-30 2013-10-23
LIVE NATION ENTERTAINMENT INC CMN P 2008-01-24 2013-10-23
LIVE NATION ENTERTAINMENT INC CMN P 2008-01-30 2013-12-13
MALLINCKRODT PUBLIC LIMITED CO CMN P 2013-10-22 2013-12-09
MALLINCKRODT PUBLIC LIMITED CO CMN P 2013-10-24 2013-12-18
MALLINCKRODT PUBLIC LIMITED CO CMN P 2013-11-05 2013-12-30
MICROSOFT CORPORATION CMN P 2011-04-26 2013-12-13
MOLSON COORS BREWING CO CMN CLASS B P 2010-04-14 2013-12-13
ORACLE CORPORATION CMN P 2013-07-16 2013-12-13
PERKINELMER INC CMN P 2011-11-10 2013-03-14
PERKINELMER INC CMN P 2011-11-21 2013-03-14
PERKINELMER INC CMN P 2011-11-07 2013-03-14
PERKINELMER INC CMN P 2011-11-22 2013-04-17
PERKINELMER INC CMN P 2011-11-21 2013-04-17
PERKINELMER INC CMN P 2011-10-04 2013-01-17
PERKINELMER INC CMN P 2011-10-26 2013-01-18
PERKINELMER INC CMN P 2011-10-04 2013-01-18
PERKINELMER INC CMN P 2011-10-26 2013-01-22
PERKINELMER INC CMN P 2011-11-07 2013-01-22
PERKINELMER INC CMN P 2011-12-05 2013-12-13
PERKINELMER INC CMN P 2011-11-30 2013-12-13
PERKINELMER INC CMN P 2011-11-22 2013-12-13
SCIENCE APPLICATIONS INTL CORP CMN P 2013-03-14 2013-09-30
SCIENCE APPLICATIONS INTL CORP CMN P 2013-03-18 2013-12-10
SCIENCE APPLICATIONS INTL CORP CMN P 2013-03-14 2013-12-10
SCIENCE APPLICATIONS INTL CORP CMN P 2013-03-15 2013-12-10
SCIENCE APPLICATIONS INTL CORP CMN P 2013-03-18 2013-12-16
SCIENCE APPLICATIONS INTL CORP CMN P 2013-03-20 2013-12-16
SCIENCE APPLICATIONS INTL CORP CMN P 2013-04-04 2013-12-16
SCIENCE APPLICATIONS INTL CORP CMN P 2013-05-09 2013-12-17
SCIENCE APPLICATIONS INTL CORP CMN P 2013-03-21 2013-12-16
SCIENCE APPLICATIONS INTL CORP CMN P 2013-07-09 2013-12-17
SCIENCE APPLICATIONS INTL CORP CMN P 2013-04-22 2013-12-17
SCIENCE APPLICATIONS INTL CORP CMN P 2013-06-05 2013-12-17
SCIENCE APPLICATIONS INTL CORP CMN P 2013-07-05 2013-12-17
SCIENCE APPLICATIONS INTL CORP CMN P 2013-07-09 2013-12-19
SCIENCE APPLICATIONS INTL CORP CMN P 2013-06-12 2013-12-17
SCIENCE APPLICATIONS INTL CORP CMN P 2013-07-15 2013-12-19
SCIENCE APPLICATIONS INTL CORP CMN P 2013-07-16 2013-12-19
SCIENCE APPLICATIONS INTL CORP CMN P 2013-07-24 2013-12-23
SCIENCE APPLICATIONS INTL CORP CMN P 2013-07-18 2013-12-19
SCIENCE APPLICATIONS INTL CORP CMN P 2013-09-04 2013-12-23
SCIENCE APPLICATIONS INTL CORP CMN P 2013-09-10 2013-12-23
SCIENCE APPLICATIONS INTL CORP CMN P 2013-09-27 2013-12-23
STARWOOD HOTELS & RESORTS CMN P 2009-02-24 2013-11-04
STARWOOD HOTELS & RESORTS CMN P 2008-10-09 2013-11-04
STARWOOD HOTELS & RESORTS CMN P 2009-02-24 2013-12-13
STONE HARBOR LOCAL MARKETS I MUTUAL FUND P 2012-07-12 2013-06-12
STONE HARBOR LOCAL MARKETS I MUTUAL FUND P 2012-08-24 2013-08-22
STONE HARBOR LOCAL MARKETS I MUTUAL FUND P 2012-07-12 2013-08-22
STONE HARBOR LOCAL MARKETS I MUTUAL FUND P 2012-11-27 2013-08-22
STONE HARBOR LOCAL MARKETS I MUTUAL FUND P 2012-12-19 2013-08-22
STONE HARBOR LOCAL MARKETS I MUTUAL FUND P 2012-12-19 2013-08-22
STONE HARBOR LOCAL MARKETS I MUTUAL FUND P 2012-12-19 2013-08-22
STONE HARBOR LOCAL MARKETS I MUTUAL FUND P 2012-12-31 2013-08-22
STONE HARBOR LOCAL MARKETS I MUTUAL FUND P 2012-07-12 2013-08-22
THE BANK OF NY MELLON CORP CMN P 2012-08-17 2013-12-13
THE GOLDMAN SACHS GROUP, INC. LINKED TO S&P GSCI 0% COUPON DUE 08/13/2013 ST P 2012-02-06 2013-06-24
THE GOLDMAN SACHS GROUP, INC. LNKD TO SPGCESP INDEX 0% COUPON DUE 07/19/2013 P 2011-07-12 2013-06-24
THE MOSAIC COMPANY CMN P 2013-08-07 2013-12-13
THE MOSAIC COMPANY CMN P 2013-08-08 2013-12-13
TIDEWATER INC CMN P 2010-05-20 2013-03-15
TIDEWATER INC CMN P 2010-05-24 2013-04-03
TIDEWATER INC CMN P 2010-05-28 2013-04-11
TIDEWATER INC CMN P 2010-05-24 2013-04-11
TIDEWATER INC CMN P 2010-05-28 2013-04-30
TIDEWATER INC CMN P 2010-07-12 2013-05-02
TIDEWATER INC CMN P 2010-07-12 2013-06-05
TIDEWATER INC CMN P 2011-08-09 2013-06-12
TIDEWATER INC CMN P 2010-07-12 2013-06-12
TIDEWATER INC CMN P 2013-02-01 2013-07-09
TIDEWATER INC CMN P 2011-08-09 2013-07-09
TIDEWATER INC CMN P 2013-02-01 2013-08-01
TIFFANY & CO CMN P 2012-01-10 2013-05-22
TIFFANY & CO CMN P 2012-01-10 2013-11-27
TIFFANY & CO CMN P 2012-01-10 2013-12-13
VCA ANTECH, INC. CMN P 2010-11-02 2013-07-23
VCA ANTECH, INC. CMN P 2010-11-04 2013-08-20
VCA ANTECH, INC. CMN P 2010-11-04 2013-08-26
VCA ANTECH, INC. CMN P 2010-11-04 2013-10-09
VCA ANTECH, INC. CMN P 2010-11-11 2013-10-10
VCA ANTECH, INC. CMN P 2010-11-04 2013-10-10
VCA ANTECH, INC. CMN P 2010-11-11 2013-10-11
VCA ANTECH, INC. CMN P 2010-11-15 2013-10-21
VCA ANTECH, INC. CMN P 2010-11-30 2013-12-13
VCA ANTECH, INC. CMN P 2010-11-15 2013-12-13
VERIFONE SYSTEMS INC CMN P 2013-01-16 2013-02-21
VERIFONE SYSTEMS INC CMN P 2013-01-11 2013-02-21
VERIFONE SYSTEMS INC CMN P 2013-01-11 2013-02-21
VERIFONE SYSTEMS INC CMN P 2013-01-30 2013-02-21
VERIFONE SYSTEMS INC CMN P 2013-01-11 2013-02-21
VERIFONE SYSTEMS INC CMN P 2013-01-14 2013-02-21
VERIFONE SYSTEMS INC CMN P 2013-01-16 2013-02-21
VERIFONE SYSTEMS INC CMN P 2013-01-16 2013-02-21
VERIFONE SYSTEMS INC CMN P 2013-01-30 2013-02-21
VERIFONE SYSTEMS INC CMN P 2013-01-14 2013-02-21
VISA INC. CMN CLASS A P 2011-02-17 2013-11-14
VISA INC. CMN CLASS A P 2011-02-17 2013-12-13
WELLS FARGO & CO (NEW) CMN P 2010-12-15 2013-12-13
WHITEWAVE FOODS COMPANY CMN CLASS A P 2013-04-19 2013-12-13
WPX ENERGY, INC. CMN P 2012-05-17 2013-10-21
WPX ENERGY, INC. CMN P 2012-05-17 2013-10-24
WPX ENERGY, INC. CMN P 2012-05-31 2013-11-04
WPX ENERGY, INC. CMN P 2012-05-31 2013-11-06
(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 6,667     6,667
b 61,788     61,788
c 2,437   1,407 1,030
d 1,432   961 471
e 7,435   5,096 2,339
6,135   5,976 159
3,201   2,171 1,030
12,825   8,686 4,139
3,190   2,171 1,019
4,997   3,260 1,737
1,666   1,086 580
4,575   4,303 272
4,575   4,291 284
4,575   4,393 182
3,402   3,341 61
3,405   3,341 64
2,468   2,328 140
3,291   3,073 218
6,993   4,526 2,467
3,538   2,120 1,418
6,895   4,526 2,369
3,464   2,442 1,022
3,464   2,120 1,344
3,604   2,442 1,162
7,262   4,884 2,378
7,016   5,587 1,429
7,206   4,946 2,260
7,066   4,852 2,214
2,713   3,338 -625
2,704   3,338 -634
2,789   3,306 -517
2,859   2,836 23
2,844   2,836 8
2,704   2,809 -105
3,011   3,306 -295
2,884   3,306 -422
3,033   3,135 -102
2,995   3,135 -140
3,029   3,306 -277
2,929   3,752 -823
2,838   3,669 -831
2,880   3,653 -773
2,838   3,752 -914
2,861   3,291 -430
2,687   2,358 329
8,873   5,293 3,580
10,730   7,262 3,468
32,189   15,878 16,311
10,730   4,732 5,998
1,767   1,932 -165
398   464 -66
3,317   3,799 -482
1,801   1,613 188
2,321   2,000 321
1,423   963 460
1,363   1,468 -105
2,224   1,572 652
13,629   7,221 6,408
16,442   9,515 6,927
4,059   2,379 1,680
2,012   1,204 808
12,080   7,424 4,656
2,416   1,204 1,212
2,539   1,485 1,054
27,184   27,888 -704
3,906   3,984 -78
3,896   3,833 63
3,896   2,429 1,467
3,896   3,357 539
3,896   1,502 2,394
11,687   11,952 -265
3,896   4,239 -343
15,875   9,804 6,071
15,959   9,680 6,279
7,980   4,763 3,217
5,073   4,152 921
5,073   4,131 942
10,809   7,748 3,061
13,612   7,748 5,864
8,751   4,705 4,046
5,909   6,432 -523
2,885   3,483 -598
5,770   6,653 -883
5,770   6,619 -849
5,770   6,028 -258
5,770   5,947 -177
2,852   2,176 676
3,178   2,024 1,154
2,370   1,505 865
790   506 284
2,397   1,501 896
799   502 297
800   505 295
2,399   1,501 898
2,401   1,502 899
800   501 299
1,608   1,009 599
3,316   2,063 1,253
829   513 316
829   505 324
8,262   4,618 3,644
3,759   2,298 1,461
1,920   1,149 771
1,892   1,199 693
3,198   2,916 282
8,105   2,794 5,311
4,977   2,106 2,871
4,977   2,111 2,866
2,680   2,488 192
2,680   2,249 431
12,024   8,266 3,758
1,447   1,252 195
1,447   1,196 251
4,269   3,587 682
4,269   3,600 669
3,079   2,477 602
1,510   1,238 272
1,510   1,252 258
3,728   2,294 1,434
1,864   1,238 626
1,864   1,141 723
112,608   110,000 2,608
617   616 1
642   645 -3
81   80 1
621   622 -1
198   197 1
1,888   1,883 5
51,617   50,000 1,617
83,970   85,000 -1,030
92,677   100,000 -7,323
296   291 5
39,988   45,000 -5,012
209,714   150,000 59,714
354   404 -50
71   81 -10
260   298 -38
7,839   8,747 -908
245   279 -34
519   597 -78
276   308 -32
265   293 -28
541   594 -53
1,266   1,337 -71
307,106   340,000 -32,894
591   649 -58
506   555 -49
538   595 -57
      0
255,429   290,000 -34,571
1,055   1,075 -20
115,000   114,315 685
210,000   193,401 16,599
4,375   2,429 1,946
2,463   1,215 1,248
4,509   2,429 2,080
1,850   1,215 635
1,850   1,232 618
4,032   2,429 1,603
4,605   2,458 2,147
2,427   1,128 1,299
4,938   2,257 2,681
2,468   1,362 1,106
2,468   1,128 1,340
2,492   1,331 1,161
2,492   1,362 1,130
8,738   3,992 4,746
13,926   4,686 9,240
7,958   3,233 4,725
1,975   665 1,310
1,975   669 1,306
110,137   114,072 -3,935
3,798   3,167 631
3,787   3,137 650
3,787   3,167 620
4,201   3,113 1,088
4,201   3,137 1,064
4,607   3,113 1,494
4,607   3,116 1,491
4,649   3,047 1,602
4,649   3,116 1,533
9,234   5,811 3,423
4,617   3,047 1,570
5,623   4,387 1,236
16,870   6,470 10,400
2,831   1,985 846
3,277   1,985 1,292
3,352   2,055 1,297
3,277   2,026 1,251
3,352   1,995 1,357
3,314   1,824 1,490
6,606   3,448 3,158
3,303   1,510 1,793
1,249   1,442 -193
2,527   2,884 -357
2,725   2,884 -159
3,293   2,884 409
5,480   4,327 1,153
3,744   2,884 860
1,738   1,442 296
1,735   1,204 531
1,877   1,204 673
1,920   1,049 871
1,920   1,017 903
1,864   1,049 815
5,280   4,263 1,017
5,090   4,381 709
5,205   4,449 756
5,503   3,914 1,589
5,288   4,444 844
4,993   4,810 183
3,527   1,957 1,570
1,764   916 848
1,764   1,001 763
1,700   898 802
1,700   916 784
1,724   955 769
1,755   972 783
1,755   955 800
1,756   972 784
1,756   1,001 755
1,944   961 983
3,889   1,869 2,020
1,944   898 1,046
16     16
275   220 55
2,438   1,930 508
721   583 138
1,123   961 162
931   801 130
225   213 12
450   472 -22
931   800 131
483   459 24
450   444 6
450   462 -12
450   437 13
433   429 4
933   854 79
1,331   1,331 0
433   441 -8
447   465 -18
897   893 4
925   899 26
447   454 -7
447   500 -53
5,613   853 4,760
7,484   2,146 5,338
3,699   569 3,130
46,000   46,976 -976
1,257   1,288 -31
183,246   202,839 -19,593
1,237   1,428 -191
1,124   1,316 -192
245   287 -42
94   110 -16
66,015   77,502 -11,487
6,782   7,912 -1,130
4,936   3,408 1,528
71,815   79,528 -7,713
166,494   188,860 -22,366
4,378   4,116 262
2,189   2,124 65
2,407   2,174 233
2,469   2,119 350
2,603   2,085 518
2,603   2,119 484
2,616   2,085 531
2,678   2,036 642
5,522   4,071 1,451
2,804   2,374 430
2,804   2,036 768
2,902   2,484 418
2,902   2,374 528
3,010   2,484 526
3,952   3,001 951
13,283   9,003 4,280
4,459   3,001 1,458
2,800   2,078 722
1,420   1,048 372
2,867   2,097 770
2,738   2,097 641
1,374   1,111 263
1,374   1,048 326
1,386   1,111 275
2,750   2,241 509
2,993   2,191 802
2,993   2,241 752
1,808   1,808 0
927   2,401 -1,474
1,356   1,356 0
904   904 0
463   1,200 -737
1,390   3,617 -2,227
927   2,331 -1,404
927   2,318 -1,391
927   2,465 -1,538
1,356   1,356 0
34,982   13,269 21,713
5,148   1,896 3,252
13,093   8,968 4,125
2,240   1,692 548
2,244   1,588 656
4,455   3,175 1,280
2,229   1,469 760
2,154   1,469 685
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       6,667
b       61,788
c       1,030
d       471
e       2,339
      159
      1,030
      4,139
      1,019
      1,737
      580
      272
      284
      182
      61
      64
      140
      218
      2,467
      1,418
      2,369
      1,022
      1,344
      1,162
      2,378
      1,429
      2,260
      2,214
      -625
      -634
      -517
      23
      8
      -105
      -295
      -422
      -102
      -140
      -277
      -823
      -831
      -773
      -914
      -430
      329
      3,580
      3,468
      16,311
      5,998
      -165
      -66
      -482
      188
      321
      460
      -105
      652
      6,408
      6,927
      1,680
      808
      4,656
      1,212
      1,054
      -704
      -78
      63
      1,467
      539
      2,394
      -265
      -343
      6,071
      6,279
      3,217
      921
      942
      3,061
      5,864
      4,046
      -523
      -598
      -883
      -849
      -258
      -177
      676
      1,154
      865
      284
      896
      297
      295
      898
      899
      299
      599
      1,253
      316
      324
      3,644
      1,461
      771
      693
      282
      5,311
      2,871
      2,866
      192
      431
      3,758
      195
      251
      682
      669
      602
      272
      258
      1,434
      626
      723
      2,608
      1
      -3
      1
      -1
      1
      5
      1,617
      -1,030
      -7,323
      5
      -5,012
      59,714
      -50
      -10
      -38
      -908
      -34
      -78
      -32
      -28
      -53
      -71
      -32,894
      -58
      -49
      -57
      0
      -34,571
      -20
      685
      16,599
      1,946
      1,248
      2,080
      635
      618
      1,603
      2,147
      1,299
      2,681
      1,106
      1,340
      1,161
      1,130
      4,746
      9,240
      4,725
      1,310
      1,306
      -3,935
      631
      650
      620
      1,088
      1,064
      1,494
      1,491
      1,602
      1,533
      3,423
      1,570
      1,236
      10,400
      846
      1,292
      1,297
      1,251
      1,357
      1,490
      3,158
      1,793
      -193
      -357
      -159
      409
      1,153
      860
      296
      531
      673
      871
      903
      815
      1,017
      709
      756
      1,589
      844
      183
      1,570
      848
      763
      802
      784
      769
      783
      800
      784
      755
      983
      2,020
      1,046
      16
      55
      508
      138
      162
      130
      12
      -22
      131
      24
      6
      -12
      13
      4
      79
      0
      -8
      -18
      4
      26
      -7
      -53
      4,760
      5,338
      3,130
      -976
      -31
      -19,593
      -191
      -192
      -42
      -16
      -11,487
      -1,130
      1,528
      -7,713
      -22,366
      262
      65
      233
      350
      518
      484
      531
      642
      1,451
      430
      768
      418
      528
      526
      951
      4,280
      1,458
      722
      372
      770
      641
      263
      326
      275
      509
      802
      752
      0
      -1,474
      0
      0
      -737
      -2,227
      -1,404
      -1,391
      -1,538
      0
      21,713
      3,252
      4,125
      548
      656
      1,280
      760
      685
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 2 307,830
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  
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 297,716 8,368,539 0.035576
2011 350,288 8,193,418 0.042752
2010 419,947 7,456,871 0.056317
2009 334,192 6,493,171 0.051468
2008 463,954 7,679,282 0.060416
2 Total of line 1, column (d) ...................... 2 0.246529
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 0.049306
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 9,868,965
5 Multiply line 4 by line 3....................... 5 486,599
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 4,807
7 Add lines 5 and 6......................... 7 491,406
8 Enter qualifying distributions from Part XII, line 4.............. 8 491,683
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 4,807
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 4,807
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,807
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 11,855
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.............. 7 11,855
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 7,048
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet7,048 RefundedBullet 11 0
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletPA
    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.Click to see attachment
    10
    Yes
     
    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 ofbulletTRUSTEES Telephone no.bullet (215) 348-8149
    Located atbulletPO BOX 749DOYLESTOWNPA ZIP+4bullet18901
    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?
    16Yes  
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bulletCJ
    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
     
     
    .........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
     
     
    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
     
     
    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
    SYDNEY F MARTIN PRESIDENT
    0.00     		0 0 0
    PO BOX 749
    DOYLESTOWN,PA18901
    SHARON B MARTIN DIRECTOR
    0.00     		0 0 0
    PO BOX 749
    DOYLESTOWN,PA18901
    JESSICA E THOMPSON DIRECTOR
    10.00     		20,000 0 0
    PO BOX 749
    DOYLESTOWN,PA18901
    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.........................bullet0
    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
    493,448
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    4,807
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,807
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    488,641
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    488,641
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    488,641
    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 7 488,641
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 370,548
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 491,683
    a Applied to 2012, but not more than line 2a 370,548
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 121,135
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 0 0
    (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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		367,506
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    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).)
    SYDNEY F MARTIN
    SHARON B MARTIN
    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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    JESSICA M THOMPSON DIRECTOR
    PO BOX 749
    DOYLESTOWN,PA18901
    (215) 348-8149
    bThe form in which applications should be submitted and information and materials they should include:
    COMMON GRANT APPLICATION FORM OF DELAWARE VALLEY GRANTMAKERS
    cAny submission deadlines:
    JUNE 30
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    MUST BE AN APPROVED 501(C)(3) APPLICANT. GRANTS LIMITED TO AREAS OF INTEREST OF THE FOUNDATION: HISTORY, EDUCATION, MEDICAL, CONSERVATION AND RELIEF. GRANTS RANGE FROM $5,000 TO $200,000 AND ABOVE UNDER CERTAIN CIRCUMSTANCES.
    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
    BLUE RIDGE AREA FOOD BANK
    PO BOX 937
    VERONA,VA24482     		NONE PC GETTING FOOD TO PEOPLE IN NEED 5,000
    CENTRAL BUCKS AMBULANCE AND RESCUE UNIT
    455 EAST STREET
    DOYLESTOWN,PA18901     		NONE PC TO HELP SUPPORT A VOLUNTEER AMBULANCE COMPANY PROVIDING EMERGENCY MEDICAL CARE 39,310
    DOYLESTOWN FOOD PANTRY
    PO BOX 151
    FOUNTAINVILLE,PA18923     		NONE PC GETTING FOOD TO PEOPLE IN NEED. 5,000
    FISHER HOUSE FOUNDATION
    111 ROCKVILLE PIKE SUITE 420
    ROCKVILLE,MD20850     		NONE PC SUPPORTS VETERANS DURING PERSONAL MEDICAL CRISIS 135,690
    FOOD BANK OF MONMOUTH & OCEAN COUNTIES
    3300 ROUTE 66
    NEPTUNE,NJ07753     		NONE PC GETTING FOOD TO PEOPLE IN NEED. 5,000
    HUMANE SOCIETY OF CAMPBELL COUNTY
    PO BOX 659
    RUSTBURG,VA24588     		NONE PC PREVENT CRUELTY TO ANIMALS 5,000
    INDEPENDENCE FUND
    290 CALLAWAY AVENUE
    PENSACOLA,FL32505     		NONE PC ASSIST IN FUNDING AN ALL-TERRAIN WHEELCHAIR FOR A SEVERLY INJURED VETERAN 5,000
    KIPP PHILADELPHIA SCHOOLS
    5900 BALTIMORE AVENUE 2ND FLOOR
    PHILADELPHIA,PA19143     		NONE PC TO SUPPORT EXPANSION IN THE CITY OF PHILADELPHIA 50,000
    SALVATION ARMY OF NEW JERSEY
    4 GARY ROAD
    UNION,NJ07083     		NONE PC FUND NEW EXPANSION 35,000
    SANDY HOOK FOUNDATION
    84 MERCER ROAD
    FORT HANCOCK,NJ07732     		NONE PC SUPPORT ENVIRONMENTAL, HISTORIC, AND CULTURAL ASPECT 10,000
    SIERRA CLUB FOUNDATION
    85 SECOND STREET SUITE 750
    SAN FRANCISCO,CA94105     		NONE PC SUPPORT FOR VITAL WORK OF ENVIRONMENTAL PRESERVATION 100,000
    TRUST FOR PUBLIC LAND
    101 MONTGOMERY ST SUITE 900
    SAN FRANCISCO,CA94104     		NONE PC CONSERVATION OF LAND FOR PARKS AND PUBLIC LANDS 5,000
    URBAN SPROUTS
    451 HAYES STREET 2ND FLOOR
    SAN FRANCISCO,CA94102     		NONE PC TO TEACH YOUTH TO GROW AND EAT ORGANIC FRUITS AND VEGETABLES. 5,000
    WEST OHIO FOOD BANK
    PO BOX 1566
    LIMA,OH45802     		NONE PC GETTING FOOD TO PEOPLE IN NEED. 5,000
    WOMEN'S COMMUNITY CLINIC
    1833 FILLMORE ST 3RD FLOOR
    SAN FRANCISCO,CA94115     		NONE PC PROVIDES BAY AREA WOMEN ACCESS HEALTH CARE AND OUTREACH SERVICES. 5,000
    WOUNDED WARRIORS FUND
    4899 BELFORT ROAD SUITE 300
    JACKSONVILLE,FL32256     		NONE PC TO SUPPORT WOUNDED VETERANS 5,000
    Total .................................bullet 3a 420,000
    bApproved for future payment
    BMW CAR CLUB OF AMERICAN FOUNDATION
    190 MANATEE COURT
    GREER,SC29651     		NONE PC TEACHING TEENS TO DRIVE RESPONSIBLY 5,000
    Total .................................bullet 3b 5,000
    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 ............     		         
    4 Dividends and interest from securities....     14 225,184  
    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.....     14 11,630  
    8
    Gain or (loss) from sales of assets other than inventory .............     		        307,830
    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).. 0 236,814 307,830
    13Total. Add line 12, columns (b), (d), and (e)..................
    13544,644
    (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.)
    8 CAPITAL GAIN ON INVESTMENT
    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:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    MARTIN FOUNDATION
     
    Employer identification number

    27-2178874
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    MARTIN FOUNDATION
          		Employer identification number

    27-2178874
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    SYDNEY AND SHARON MARTIN  
    PO BOX 749
     
    DOYLESTOWN, PA18901

    		$34,979


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    SYDNEY AND SHARON MARTIN  
    PO BOX 749
     
    DOYLESTOWN, PA18901

    		$19,921


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
     
     

    SYDNEY AND SHARON MARTIN  
    PO BOX 749
     
    DOYLESTOWN, PA18901

    		$21,244


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
     
     

    SYDNEY AND SHARON MARTIN  
    PO BOX 749
     
    DOYLESTOWN, PA18901

    		$19,436


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
     
     

    SYDNEY AND SHARON MARTIN  
    PO BOX 749
     
    DOYLESTOWN, PA18901

    		$43,051


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
     
     

    SYDNEY AND SHARON MARTIN  
    PO BOX 749
     
    DOYLESTOWN, PA18901

    		$19,368


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    MARTIN FOUNDATION
          		Employer identification number

    27-2178874
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    7
     
     

    SYDNEY AND SHARON MARTIN  
    PO BOX 749
     
    DOYLESTOWN, PA18901

    		$508


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
     
     

    SYDNEY AND SHARON MARTIN  
    PO BOX 749
     
    DOYLESTOWN, PA18901

    		$5,682


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    MARTIN FOUNDATION
          		Employer identification number

    27-2178874
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 154 SHARES OF APPLE, INC. $85,396 2013-12-30
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 533 SHARES OF BOEING COMPANY $72,445 2013-12-30
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    3
    		 397 SHARES OF CELGENE CORPORATION $67,085 2013-12-30
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    4
    		 720 SHARES OF DANAHER CORPORATION $55,310 2013-12-30
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    5
    		 1,847 SHARES OF E.I. DU PONT DE NEMOURS AND CO $119,409 2013-12-30
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    6
    		 1,086 SHARES OF GILEAD SCIENCES $81,537 2013-12-30
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    MARTIN FOUNDATION
          		Employer identification number

    27-2178874
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    7
    		 20 SHARES OF GREEN MNTN COFFEE ROASTERS INC $1,509 2013-12-30
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    8
    		 200 SHARES OF HUNTINGTON INGALLS $17,764 2013-12-30
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    MARTIN FOUNDATION
          		Employer identification number

    27-2178874
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 AccountingFeesSchedule
    Name:
    MARTIN FOUNDATION
    EIN: 27-2178874
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 17,299 6,500   10,799

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    MARTIN FOUNDATION
    EIN: 27-2178874
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED INCOME FUNDS 4,659,551 4,659,551

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    MARTIN FOUNDATION
    EIN: 27-2178874
    Name of Stock End of Year Book Value End of Year Fair Market Value
    PUBLIC EQUITY SECURITIES 5,904,488 5,904,488

    TY 2013 InvestmentsOtherSchedule2
    Name:
    MARTIN FOUNDATION
    EIN: 27-2178874
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    OTHER INVESTMENTS AT COST 0 0

    TY 2013 OtherExpensesSchedule
    Name:
    MARTIN FOUNDATION
    EIN: 27-2178874
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 161 0   161
    INVESTMENT FEES 55,975 55,975   0
    MISC. ADMIN EXPENSES 453 453   0
    NONDEDUCTIBLE EXPENSES 567 0   0
    PAYROLL FEES 1,260 0   1,260


    TY 2013 OtherIncomeSchedule2
    Name:
    MARTIN FOUNDATION
    EIN: 27-2178874
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    GOLDMAN SACHS - ARTISAN ACCOUNT 11,630 11,630 11,630


    TY 2013 OtherIncreasesSchedule
    Name:
    MARTIN FOUNDATION
    EIN: 27-2178874
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 1,010,903


    TY 2013 SubstantialContributorsSch
    Name:
    MARTIN FOUNDATION
    EIN: 27-2178874
    Name Address
    SYDNEY AND SHARON MARTIN PO BOX 749
    DOYLESTOWN,PA18901


    TY 2013 TaxesSchedule
    Name:
    MARTIN FOUNDATION
    EIN: 27-2178874
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAX EXPENSE 1,600 0   1,600
    FOREIGN TAXES 1,027 1,027   0
    TAXES 37,863 0   37,863