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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 12-01-2017 , and ending 11-30-2018
Name of foundation
THE ALBERT JAY MARTIN FAMILY FOUNDATION
 
% PATTY STRINGER
Number and street (or P.O. box number if mail is not delivered to street address)140 CRESCENT DRIVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLLIERVILLE, TN38017
A Employer identification number

62-6345910
B Telephone number (see instructions)

(901) 850-3008
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$6,229,514
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 3,370,712
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,568 1,568  
4 Dividends and interest from securities... 100,556 100,556  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 760,313
b Gross sales price for all assets on line 6a 1,789,213
7 Capital gain net income (from Part IV, line 2)... 760,313
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)....... 12,569    
12 Total. Add lines 1 through 11........ 4,245,718 862,437  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 3,600 3,600 0 0
c Other professional fees (attach schedule)....        
17 Interest............... 20 20    
18 Taxes (attach schedule) (see instructions)... 21,316 244    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 67,320 67,288    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 92,256 71,152 0 0
25 Contributions, gifts, grants paid....... 1,842,285 1,842,285
26 Total expenses and disbursements. Add lines 24 and 25 1,934,541 71,152 0 1,842,285
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,311,177
b Net investment income (if negative, enter -0-) 791,285
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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............. 832,688 697,517 697,517
2 Savings and temporary cash investments.........      
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)....... 1,973,892 Click to see attachment3,031,854 5,382,253
c Investments—corporate bonds (attach schedule)....... 205,110 Click to see attachment203,160 149,744
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 61,973    
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment796    
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,074,459 3,932,531 6,229,514
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 Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,074,959 3,932,531
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,074,959 3,932,531
30 Total liabilities and net assets/fund balances (see instructions). 3,074,959 3,932,531
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,074,959
2
Enter amount from Part I, line 27a .....................
2
2,311,177
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
700
4
Add lines 1, 2, and 3 ..........................
4
5,386,836
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,454,305
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,932,531
Form 990-PF (2019)
Form 990-PF (2019)
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 2000 SHS APPLE INC. D 2016-11-15 2018-08-20
b 2000 SHS MICROSOFT CORP. D 2015-02-18 2018-08-20
c 2000 UNITS PLAINS ALL AMERICAN PIPELINE D 2013-04-09 2018-11-26
d 5000 SHS GOLDMAN SACHS MLP ENERGY D 2014-09-25 2018-11-26
e 400 SHS APPLE INC. D 2016-11-15 2018-11-26
4000 SHS INTEL CORP. D 2012-04-27 2018-11-26
3000 SHS MICROSOFT CORP. D 2015-06-18 2018-11-26
65000 SHS RAYMOND JAMES CLOSED END FUND TOTAL RETURN D 2015-07-29 2018-07-25
.5 SH GARRETT MOTION INC. D 2015-10-29 2018-10-01
.5 SH RESIDEO TECHNOLOGIES INC. D 2015-10-29 2018-10-29
261 SHS AMERICAN ELECTRIC POWER INC. D 2012-05-21 2018-11-26
1000 SHS CAPITAL ONE FINANCIAL D 2012-05-30 2018-11-26
20 SHS ALPHABET INC. D 2013-02-15 2018-11-26
300 SHS THE KRAFT HEINZ CO. D 2012-11-07 2018-11-26
590 SHS ALTRIA GROUP D    
5000 SHS MGIC INVESTMENT CORP. D 2016-05-26 2018-11-26
420 SHS RED HAT, INC. D 2016-02-17 2018-11-26
2200 SHS DARLING INGREDIENTS INC. D 2016-02-08 2018-11-26
500 SHS LIBERTY BROADBAND CORP. D 2015-08-09 2018-11-26
500 SHS TRIUMPH BANCORP INC. D 2015-05-11 2018-11-26
(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 432,186   199,820 232,366
b 213,803   87,007 126,796
c 43,784   72,270 -28,486
d 25,710   100,000 -74,290
e 68,821   42,750 26,071
187,696   106,460 81,236
316,626   136,421 180,205
85,829   66,950 18,879
8   5 3
10   9 1
19,685   9,855 9,830
88,234   50,632 37,602
20,901   7,918 12,983
15,382   13,425 1,957
31,977   17,771 14,206
58,450   34,704 23,746
74,437   31,943 42,494
46,884   18,255 28,629
39,549   26,104 13,445
18,865   6,601 12,264
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       232,366
b       126,796
c       -28,486
d       -74,290
e       26,071
      81,236
      180,205
      18,879
      3
      1
      9,830
      37,602
      12,983
      1,957
      14,206
      23,746
      42,494
      28,629
      13,445
      12,264
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 2 760,313
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 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))
2018 1,422,551 3,399,629 0.418443
2017 1,330,545 2,797,638 0.475596
2016 1,284,958 3,296,169 0.389834
2015 2,043,885 3,397,777 0.601536
2014 1,253,367 3,048,385 0.411158
2
Total of line 1, column (d) .....................
2
2.296567
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.459313
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
6,805,894
5
Multiply line 4 by line 3......................
5
3,126,036
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
7,913
7
Add lines 5 and 6........................
7
3,133,949
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,842,285
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 (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 15,826
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  
3 Add lines 1 and 2........................... 3 15,826
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 15,826
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 17,500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 17,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 473
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 1,201
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet1,201 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 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletTN
    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 2019 or the taxable year beginning in 2019? See the 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
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbullet  
    14
    The books are in care ofbulletPATTY STRINGER Telephone no.bullet (901) 850-3008

    Located atbullet140 CRESCENT DRIVECOLLIERVILLETN ZIP+4bullet38017
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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 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 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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 4945(d)(4)(A)? 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
     
    No
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    ALBERT JAY MARTIN TRUSTEE/BOARD MEMBER
    0
    0 0 0
    2937 JOHNSON ROAD
    COLLIERVILLE,TN38017
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    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  
    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 NONE  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    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
    458,695
    b
    Average of monthly cash balances.......................
    1b
    6,450,842
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,909,537
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    6,909,537
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    103,643
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,805,894
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    340,295
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    340,295
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    15,826
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    15,826
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    324,469
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    324,469
    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
    324,469
    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
    1,842,285
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,842,285
    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
    1,842,285
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2018
    (c)
    2018
    (d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 324,469
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:2015, 2014, 2013 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 1,104,668
    b From 2015...... 1,887,928
    c From 2016...... 1,131,828
    d From 2017...... 1,198,377
    e From 2018...... 1,273,120
    fTotal of lines 3a through e........ 6,595,921
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 1,842,285
    a Applied to 2018, but not more than line 2a 0
    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 2019 distributable amount..... 324,469
    e Remaining amount distributed out of corpus 1,517,816
    5 Excess distributions carryover applied to 2019.    
    (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 8,113,737
    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......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...
    1,104,668
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......
    7,009,069
    10 Analysis of line 9:
    a Excess from 2015.... 1,887,928
    b Excess from 2016.... 1,131,828
    c Excess from 2017.... 1,198,377
    d Excess from 2018.... 1,273,120
    e Excess from 2019.... 1,517,816
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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 foundation 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).)
    ALBERT JAY 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.
    NA
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address 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 (2019)
    Form 990-PF (2019)
    Page 11
    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
    BOYS AND GIRLS CLUB OF MEMPHIS
    44 S REMBERT
    MEMPHIS,TN38104
    UNRELATED PC FOR SUPPORT OF THE GENERAL OPERATIONS OF THE BOYS & GIRLS CLUB OF GREATER MEMPHIS 758,675
    CHURCH HEALTH CENTER
    1196 PEABODY AVENUE
    MEMPHIS,TN38104
    UNRELATED PC SUPPORT FOR THE OPERATIONS OF THE CHHURCH HEALTH CENTER 300,000
    BOY SCOUTS OF AMERICA
    171 S HOLLYWOOD STREET
    MEMPHIS,TN38112
    UNRELATED PC SUPPORT FOR THE OPERATIONS OF THE BOY SCOUTS OF AMERICA 25,000
    CALVARY RESCUE MISSION
    969 S THIRD STREET
    MEMPHIS,TN38106
    UNRELATED PC SUPPORT FOR THE OPERATIONS OF CALVARY RESCUE MISSION 5,000
    ST GEORGE'S INDEPENDENT SCHOOL
    8250 POPLAR AVENUE
    MEMPHIS,TN38138
    UNRELATED PC SUPPORT FOR THE OPERATIONS OF ST. GEORGE'S INDEPENDENT SCHOOL 10,000
    MEMPHIS UNIVERSITY SCHOOL (ROSS LYNN SOCIETY)
    6191 PARK AVENUE
    MEMPHIS,TN38119
    UNRELATED PC FOR SUPPORT OF THE ROSS LYNN SOCIETY OF MEMPHIS UNIVERSITY SCHOOL 10,000
    A STEP AHEAD FOUNDATION
    666 WEST DRIVE
    MEMPHIS,TN38112
    UNRELATED PC FOR SUPPORT OF THE OPERATIONS OF A STEP AHEAD FOUNDATION 50,000
    RIVER ARTS FEST
    540 SOUTH MAIN STREET
    MEMPHIS,TN38103
    UNRELATED PC FOR SUPPORT OF THE OPERATIONS OF THE RIVERARTSFEST ORGANIZATION 5,000
    BROOKLYN FRIENDS SCHOOL
    375 PEARL ST
    BROOKLYN,NY11201
    UNRELATED PC FOR SUPPORT OF THE OPERATIONS OF BRROKLYN FRIENDS SCHOOL 3,500
    FLOW-THROUGH PTP CONTRIBUTIONS
    FROM PLAINS ALL AMERICAN PIPELINE
    333 CLAY ST STE 1600
    HOUSTON,TX77002
    UNRELATED PC FOR SUPPORT OF PROGRAM OPERATIONS 10
    BRIDGES USA
    477 N FIFTH ST
    MEMPHIS,TN38105
    UNRELATED PC FOR SUPPORT OF THE OPERATIONS OF BRIDGES USA 50,000
    VOLUNTEERS OF AMERICA
    6591 SUMMER KNOLL COVE
    MEMPHIS,TN38134
    UNRELATED PC FOR SUPPORT OF THE OPERATIONS OF VOLUNTEERS OF AMERICA 50,000
    TRI-STATE BAPTIST CHILDREN'S HOME
    PO BOX 888
    BRISTOL,TN37621
    UNRELATED PC FOR SUPPORT OF THE OPERATIONS OF TRI-STATE BAPTIST CHILDREN'S HOME 2,500
    LE BONHEUR CHILDREN'S HOSPITAL
    51 N DUNLAP
    MEMPHIS,TN38105
    UNRELATED PC FOR SUPPORT OF THE OPERATIONS OF LE BONHEUR CHILDREN'S HOSPITAL 10,000
    ST JOHN'S METHODIST CHURCH
    1207 PEABODY AVENUE
    MEMPHIS,TN38104
    UNRELATED PC TO SUPPORT THE OPERATIONS OF ST. JOHN'S METHODIST CHURCH 37,500
    STREETS MINISTRIES
    430 VANCE AVENUE
    MEMPHIS,TN38126
    UNRELATED PC TO SUPPORT THE OPERATIONS OF STREETS MINISTRIES 10,000
    NORTH CAROLINA COMMUNITY FOUNDATION
    3737 GLENWOOD AVENUE 460
    RALEIGH,NC27612
    UNRELATED PC TO SUPPORT THE OPERATIONS OF NORTH CAROLINA COMMUNITY FOUNDATION 100,000
    SECU HOSPICE CARE CENTER OF YADKIN
    243 N LEE AVENUE
    YADKINVILLE,NC27055
    UNRELATED PC TO SUPPORT THE OPERATIONS OF SECU HOSPICE CARE CENTER OF YADKIN 40,000
    YADKIN CULTURAL ARTS CENTER
    226 E MAIN STREET
    YADKINVILLE,NC27055
    UNRELATED PC TO SUPPORT THE OPERATIONS OF THE YADKIN CULTURAL ARTS CENTER 8,000
    BALMORAL BAPTIST CHURCH
    2676 KIRBY ROAD
    MEMPHIS,TN38119
    UNRELATED PC FOR SUPPORT OF THE OPERATIONS OF BALMORAL BAPTIST CHURCH 20,000
    WOMEN'S FUND OF THE BLUE RIDGE
    895 STATE FARM ROAD SUITE 403
    BOONE,NC28607
    UNRELATED PC FOR SUPPORT OF THE OPERATION OF WOMEN'S FUND OF THE BLUE RIDGE 5,000
    NEW MEMPHIS INSTITUTE
    22 N FRONT STREET
    MEMPHIS,TN38103
    UNRELATED PC FOR SUPPORT OF THE OPERATIONS OF NEW MEMPHIS INSTITUTE 100,000
    MEMPHIS ATHLETIC MINISTRIES
    2146 BALL ROAD
    MEMPHIS,TN38114
    UNRELATED PC FOR SUPPORT OF THE OPERATIONS OF MEMPHIS ATHLETIC MINISTRIES 50,000
    BOYS AND GIRLS CLUB OF JACKSON
    258 ELM STREET
    JACKSON,TN38301
    UNRELATED PC FOR SUPPORT OF THE OPERATIONS OF BOYS AND GIRLS CLUB OF JACKSON 3,000
    BOONVILLE METHODIST CHURCH
    116 N CAROLINA AVENUE
    BOONVILLE,NC27011
    UNRELATED PC FOR SUPPORT OF THE OPERATIONS OF BOONVILLE METHODIST CHURCH 5,000
    BOONVILLE COMMUNITY PUBLIC LIBRARY
    121 W MAIN STREET
    BOONVILLE,NC27011
    UNRELATED PC FOR SUPPORT OF THE OPERATION OF BOONVILLE COMMUNITY PUBLIC LIBRARY 10,000
    YOUTH VILLAGES
    3320 BROTHER BLVD
    MEMPHIS,TN38133
    UNRELATED PC FOR SUPPORT OF THE OPERATIONS OF YOUTH VILLAGES 50,000
    THE SOCIETY OF ENTREPRENEURS
    PO BOX 770839
    MEMPHIS,TN38177
    UNRELATED PC FOR SUPPORT OF THE OPERATIONS OF THE SOCIETY OF ENTREPRENEURS 5,000
    THE EXCEPTIONAL FOUNDATION OF WEST TENNESSEE
    5340 QUINCE ROAD SUITE B
    MEMPHIS,TN38119
    UNRELATED PC TO SUPPORT THE OPERATIONS OF THE EXCEPTIONAL FOUNDATION OF WEST TENNESSEE 10,000
    MEMPHIS UNIVERSITY SCHOOL
    6191 PARK AVENUE
    MEMPHIS,TN38119
    UNRELATED PC FOR SUPPORT OF THE OPERATIONS OF MEMPHIS UNIVERSITY SCHOOL 2,000
    YOUTH PROGRAMS INC
    3325 CLUB AT SOUTHWIND
    MEMPHIS,TN38125
    UNRELATED PC FOR SUPPORT OF THE OPERATIONS OF YOUTH PROGRAMS, INC. 2,100
    CROSSTOWN HIGH SCHOOL
    1365 TOWER AVENUE
    MEMPHIS,TN38104
    UNRELATED PC FOR SUPPORT OF THE OPERATIONS OF CROSSTOWN HIGH SCHOOL 5,000
    EPICENTER MEMPHIS
    902 COOPER STREET
    MEMPHIS,TN38104
    UNRELATED PC FOR SUPPORT OF THE OPERATIONS OF EPICENTER MEMPHIS 100,000
    Total .................................bullet 3a 1,842,285
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    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 1,568  
    4 Dividends and interest from securities....     14 100,556  
    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 ............
        18 760,313  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aUNRELATED TRADE OR BUSINESS INCOME-PTP INVESTMENTS
    211110 -11,569      
    bNET PTP SECTION 1231 GAIN (LOSS) 211110 556      
    cNET PTP ORDINARY INCOME RECAPTURE 211110 23,582      
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 12,569 862,437  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    875,006
    (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 (2019)
    Form 990-PF (2019)
    Page 13
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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) 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 name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2019)
    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2019
    Name of the organization
    THE ALBERT JAY MARTIN FAMILY FOUNDATION
     
    Employer identification number

    62-6345910
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
    Name of organization
    THE ALBERT JAY MARTIN FAMILY FOUNDATION
     
    Employer identification number
    62-6345910
    Part I
    Contributors
    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
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 92,360


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 15,810


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 30,714


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 56,298


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    5
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 11,969


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    6
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 62,612


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Name of organization
    THE ALBERT JAY MARTIN FAMILY FOUNDATION
     
    Employer identification number
    62-6345910
    Part I
    Contributors
    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
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 43,898


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    8
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 21,177


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    9
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 45,623


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    10
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 33,782


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    11
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 31,429


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    12
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 61,119


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Name of organization
    THE ALBERT JAY MARTIN FAMILY FOUNDATION
     
    Employer identification number
    62-6345910
    Part I
    Contributors
    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
    13
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 56,241


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    14
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 75,240


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    15
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 79,270


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    16
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 56,133


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    17
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 66,510


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    18
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 86,134


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Name of organization
    THE ALBERT JAY MARTIN FAMILY FOUNDATION
     
    Employer identification number
    62-6345910
    Part I
    Contributors
    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
    19
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 59,310


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    20
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 67,936


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    21
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 67,179


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    22
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 66,411


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    23
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 50,826


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    24
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 56,256


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Name of organization
    THE ALBERT JAY MARTIN FAMILY FOUNDATION
     
    Employer identification number
    62-6345910
    Part I
    Contributors
    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
    25
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 54,278


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    26
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 51,035


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    27
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 80,989


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    28
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 19,151


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    29
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 30,573


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    30
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 33,021


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Name of organization
    THE ALBERT JAY MARTIN FAMILY FOUNDATION
     
    Employer identification number
    62-6345910
    Part I
    Contributors
    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
    31
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 19,057


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    32
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 17,774


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    33
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 202,440


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    34
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 168,038


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    35
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 229,185


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    36
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 186,133


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Name of organization
    THE ALBERT JAY MARTIN FAMILY FOUNDATION
     
    Employer identification number
    62-6345910
    Part I
    Contributors
    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
    37
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 308,310


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    38
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 197,310


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    39
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 451,008


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    40
    ALBERT JAY MARTIN
    2937 JOHNSON ROAD
     
    GERMANTOWN, TN38139

    $ 23,876


    (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) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Page 3
    Name of organization
    THE ALBERT JAY MARTIN FAMILY FOUNDATION
     
    Employer identification number

    62-6345910
    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
    2000 SHS INTEL CORP. $ 92,360 2017-12-27
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    151 SHS ALLSTATE CORP. $ 15,810 2017-12-28
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    3
    29 SHS ALPHABET INC. $ 30,714 2017-12-28
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    4
    260 SHS BECTON DICKINSON & CO. $ 56,298 2017-12-28
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    5
    HALLIBURTON CO. $ 11,969 2017-12-28
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    6
    329 SHS HOME DEPOT $ 62,612 2017-12-28
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Name of organization
    THE ALBERT JAY MARTIN FAMILY FOUNDATION
     
    Employer identification number

    62-6345910
    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
    624 SHS INTERCONTINENTAL EXCHANGE $ 43,898 2017-12-28
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    8
    197 SHS JP MORGAN CHASE $ 21,177 2017-12-28
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    9
    357 SHS ESTEE LAUDER COS. $ 45,623 2017-12-28
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    10
    394 SHS MICROSOFT CORP. $ 33,782 2017-12-28
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    11
    269 SHS NXP SEMICONDUCTORS $ 31,429 2017-12-28
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    12
    534 SHS VISA, INC. $ 61,119 2017-12-28
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Name of organization
    THE ALBERT JAY MARTIN FAMILY FOUNDATION
     
    Employer identification number

    62-6345910
    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
    13
    892 SHS ACTIVISION BLIZZARD INC. $ 56,241 2017-12-28
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    14
    429 SHS ADOBE SYSTEMS $ 75,240 2017-12-28
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    15
    352 SHS ALIGN TECHNOLOGY $ 79,270 2017-12-28
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    16
    53 SHS ALPHABET INC. $ 56,133 2017-12-28
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    17
    373 SHS FACEBOOK $ 66,510 2017-12-28
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    18
    28 SHS ACCENTURE PLC $ 4,297 2017-12-28
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Name of organization
    THE ALBERT JAY MARTIN FAMILY FOUNDATION
     
    Employer identification number

    62-6345910
    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
    19
    491 SHS ADOBE SYSTEMS $ 86,134 2017-12-28
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    20
    56 SHS ALPHABET INC. $ 59,310 2017-12-28
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    21
    381 SHS FACEBOOK $ 67,936 2017-12-28
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    22
    353 SHS HOME DEPOT $ 67,179 2017-12-28
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    23
    435 SHS HONEYWELL INTERNATIONAL $ 66,411 2017-12-28
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    24
    420 SHS RED HAT INC. $ 50,826 2017-12-28
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Name of organization
    THE ALBERT JAY MARTIN FAMILY FOUNDATION
     
    Employer identification number

    62-6345910
    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
    25
    286 SHS ROCKWELL AUTOMATION INC. $ 56,256 2017-12-28
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    26
    284 SHS THERMO FISHER SCIENTIFIC $ 54,278 2017-12-28
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    27
    521 SHS ABB VIE INC. $ 51,035 2017-12-28
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    28
    1129 SHS ALTRIA GROUP $ 80,989 2017-12-28
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    29
    261 SHS AMERICAN ELECTRIC POWER INC. $ 19,151 2017-12-28
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    30
    378 SHS DOMINION ENERGY INC. $ 30,573 2017-12-28
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Name of organization
    THE ALBERT JAY MARTIN FAMILY FOUNDATION
     
    Employer identification number

    62-6345910
    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
    31
    273 SHS KIMBERLY CLARK $ 33,021 2017-12-28
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    32
    337 SHS MERCK & CO., INC. $ 19,057 2017-12-28
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    33
    149 SHS PEPSICO INC. $ 17,774 2017-12-28
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    34
    2000 SHS CAPITAL ONE FINANCIAL $ 202,440 2018-01-05
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    35
    9200 SHS DARLING INGREDIENTS INC. $ 168,038 2018-01-05
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    36
    1100 SHS ENSTAR GROUP LTD. $ 229,185 2018-01-05
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Name of organization
    THE ALBERT JAY MARTIN FAMILY FOUNDATION
     
    Employer identification number

    62-6345910
    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
    37
    2100 SHS LIBERTY BROADBAND CORP. $ 186,133 2018-01-05
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    38
    21500 SHS MGIC INVESTMENT CORP. $ 308,310 2018-01-05
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    39
    6000 SHS TRIUMPH BANCORP INC. $ 197,310 2018-01-05
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    40
    5626.34 SHS FRANKLIN DYNATECH FUND $ 451,008 2018-08-08
    (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) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Page 4
    Name of organization
    THE ALBERT JAY MARTIN FAMILY FOUNDATION
     
    Employer identification number

    62-6345910
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2019)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2017 AccountingFeesSchedule
    Name:
    THE ALBERT JAY MARTIN FAMILY FOUNDATION
    EIN:
    62-6345910
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX RETURN PREPARATION FEES 3,600 3,600    

    TY 2017 AllOthProgRltdInvestmentsSch
    Name:
    THE ALBERT JAY MARTIN FAMILY FOUNDATION
    EIN:
    62-6345910
    Category Amount
    NONE  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2017 DepreciationSchedule
    Name:
    THE ALBERT JAY MARTIN FAMILY FOUNDATION
    EIN:
    62-6345910
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2017 InvestmentsCorpBondsSchedule
    Name:
    THE ALBERT JAY MARTIN FAMILY FOUNDATION
    EIN:
    62-6345910
    Name of Bond End of Year Book Value End of Year Fair Market Value
    50M GENERAL MOTORS CORP 7.7% 38,596  
    50M WELLS FARGO & CO 3% 50,000 45,028
    50M JP MORGAN CHASE 3.25% 49,564 58,851
    250M R JAMES TOTAL RETURN CEF 65,000 44,823
    ACCRUED INTEREST RECEIVABLE   1,042

    TY 2017 InvestmentsCorpStockSchedule
    Name:
    THE ALBERT JAY MARTIN FAMILY FOUNDATION
    EIN:
    62-6345910
    Name of Stock End of Year Book Value End of Year Fair Market Value
    2253 SHS ABB VIE INC. 100,489 212,390
    577 SHS ALLSTATE CORP. 34,645 51,463
    184 SHS ALPHABET INC. - CL A 119,759 204,176
    20 SHS ALPHABET INC. - CL C 0  
    600 SHS APPLE INC. 47,867 107,148
    260 SHS BECTON DICKINSON 36,916 65,715
    682 SHS HOME DEPOT 80,175 122,978
    1395 SHS CHEVRON TEXACO 121,564 165,921
    624 SHS INTERCONTINENTAL EXCH. 29,934 50,993
    3000 SHS COCA COLA 86,481 151,200
    400 SHS COGNIZANT TECH 15,374 28,492
    1450 SHS CONOCOPHILLIPS 75,164 95,961
    1333 SHS DUKE ENERGY 62,023 118,064
    700 SHS ENERGY SELECT SEC SPDR 55,805 46,277
    GOLDMAN SACHS 0  
    554 SHS HALLIBURTON CO. 19,504 17,412
    INTEL CORP. 0  
    1856 SHS JP MORGAN CHASE 106,172 206,369
    357 SHS ESTEE LAUDER 28,855 50,930
    3337 SHS MERCK 123,759 264,758
    2072 SHS MICROSOFT 83,831 229,764
    1000 SHS MID-AMERICA APT COMM 8,929 20,712
    269 SHS NXP SEMICONDUCTOR 19,952 22,427
    534 SHS VISA, INC. 38,184 75,673
    190 SHS VERIZON COMMUNICATIONS 5,736 11,457
    32 SHS AMAZON 18,274 54,085
    700 SHS CME GROUP INC. 47,370 133,056
    368 SHS CELGENE CORP. 34,724 26,577
    300 SHS CHUBB LIMITED 23,448 40,122
    100 SHS DOLLAR GENERAL 4,583 11,099
    1000 SHS INVESCO ETF 30,458 43,190
    800 SHS MARATHON PETROLEUM 22,276 52,128
    433 SHS MASTERCARD 37,350 87,063
    3000 SHS METLIFE 106,132 133,890
    1200 SHS MICROCHIP TECHNOLOGY 47,229 90,000
    921 SHS PFIZER INC. 19,467 42,578
    47 SHS PRICELINE INC. 54,765 88,918
    KRAFT HEINZ CO. 0  
    200 SHS UNION PACIFIC 12,264 30,756
    892 SHS ACTIVISION BLIZZARD 33,416 44,493
    920 SHS ADOBE SYSTEMS 84,076 230,819
    352 SHS ALIGN TECHNOLOGY 33,720 80,921
    754 SHS FACEBOOK 78,993 106,020
    28 SHS ACCENTURE PLC 2,752 4,607
    435 SHS HONEYWELL 42,700 63,836
    286 SHS ROCKWELL AUTOMATION 31,158 49,861
    284 SHS THERMO FISHER SCIENTIF 35,071 70,872
    529 SHS ALTRIA 17,482 29,005
    378 SHS DOMINION ENERGY 20,047 28,161
    273 SHS KIMBERLY CLARK 21,226 31,496
    149 SHS PEPSICO 9,864 18,169
    1000 SHS CAPITAL ONE FINANCIAL 52,516 89,680
    7000 SHS DARLING INGREDIENTS 57,170 153,160
    1100 SHS ENSTAR GROUP LTD. 159,467 193,787
    1600 SHS LIBERTY BROADBAND 86,932 135,760
    16500 SHS MGIC INVESTMENT CORP 102,485 193,215
    5500 SHS TRIUMPH BANCORP 72,268 210,540
    5626.34 SHS FRANKLIN DYNATECH 274,193 422,595
    2000 SHS BANK OF AMERICA 55,112 56,800
    43 SHS GARRETT MOTION INC. 463 495
    72 SHS RESIDEO TECHNOLOGIES 1,285 1,485
    ACCRUED DIVIDENDS   12,734

    TY 2017 InvestmentsOtherSchedule2
    Name:
    THE ALBERT JAY MARTIN FAMILY FOUNDATION
    EIN:
    62-6345910
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PLAINS ALL-AMERICAN PIPELINE AT COST    

    TY 2017 OtherAssetsSchedule
    Name:
    THE ALBERT JAY MARTIN FAMILY FOUNDATION
    EIN:
    62-6345910
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PREPAID INCOME TAXES 796    


    TY 2017 OtherDecreasesSchedule
    Name:
    THE ALBERT JAY MARTIN FAMILY FOUNDATION
    EIN:
    62-6345910
    Description Amount
    FMV OF CONTRIBUTIONS RECEIVED IN EXCESS 0
    OF TAX COST (CARRYING VALUE) 1,454,305


    TY 2017 OtherExpensesSchedule
    Name:
    THE ALBERT JAY MARTIN FAMILY FOUNDATION
    EIN:
    62-6345910
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 67,288 67,288    
    OTHER PTP EXPENSES 32      


    TY 2017 OtherIncomeSchedule2
    Name:
    THE ALBERT JAY MARTIN FAMILY FOUNDATION
    EIN:
    62-6345910
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    UNRELATED TRADE/BUSINESS INC.-INVESTMENT -11,569    
    NET PTP SECTION 1231 GAIN (LOSS) 556    
    NET PTP ORDINARY INCOME RECAPTURE 23,582    


    TY 2017 OtherIncreasesSchedule
    Name:
    THE ALBERT JAY MARTIN FAMILY FOUNDATION
    EIN:
    62-6345910
    Description Amount
    BASIS DIFFERENCE 700


    TY 2017 TaxesSchedule
    Name:
    THE ALBERT JAY MARTIN FAMILY FOUNDATION
    EIN:
    62-6345910
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX 21,072      
    PTP FOREIGN TAXES 234 234    
    FOREIGN TAX WITHHELD 10 10