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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
Francis and Christine Martin Family
Foundation
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

26-3604338
B Telephone number (see instructions)

(800) 839-1754
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$2,245,352
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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 73 73  
4 Dividends and interest from securities... 46,616 46,616  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 26,824
b Gross sales price for all assets on line 6a 340,915
7 Capital gain net income (from Part IV, line 2)... 26,824
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)....... 1 1  
12 Total. Add lines 1 through 11........ 73,514 73,514  
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).......        
c Other professional fees (attach schedule).... 21,292 21,292    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 350 259    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 13,318     13,318
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 34,960 21,551   13,318
25 Contributions, gifts, grants paid....... 96,000 96,000
26 Total expenses and disbursements. Add lines 24 and 25 130,960 21,551   109,318
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -57,446
b Net investment income (if negative, enter -0-) 51,963
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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.............      
2 Savings and temporary cash investments......... 94,640 143,822 143,822
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)....... 1,467,149 Click to see attachment1,360,521 2,008,619
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 114,063 Click to see attachment114,063 92,911
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) 1,675,852 1,618,406 2,245,352
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,675,852 1,618,406
29 Total net assets or fund balances (see instructions)..... 1,675,852 1,618,406
30 Total liabilities and net assets/fund balances (see instructions). 1,675,852 1,618,406
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
1,675,852
2
Enter amount from Part I, line 27a .....................
2
-57,446
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,618,406
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,618,406
Form 990-PF (2020)
Form 990-PF (2020)
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 Publicly-traded Securities      
b
c
d
e
(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 340,915   314,091 26,824
b
c
d
e
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       26,824
b
c
d
e
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 26,824
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 722
c All other domestic foundations enter 1.39% 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........................... 3 722
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- ..... 5 722
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a  
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 722
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 722
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   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 the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDE
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
     
     
    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
    Amy C Martin VP
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Christine W Martin Dir, Pres, Sec
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    David F Martin VP
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Kenneth H Martin VP
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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 (2020)
    Form 990-PF (2020)
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    1,924,898
    b
    Average of monthly cash balances.......................
    1b
    55,597
    c
    Fair market value of all other assets (see instructions)................
    1c
    92,911
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,073,406
    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
    2,073,406
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    31,101
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,042,305
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    102,115
    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
    102,115
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    722
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    722
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    101,393
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    101,393
    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
    101,393
    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
    109,318
    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
    109,318
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    109,318
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 101,393
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 101,469
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 109,318
    a Applied to 2019, but not more than line 2a 101,469
    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 2020 distributable amount..... 7,849
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020.    
    (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 ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    93,544
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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).)
    Christine W 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 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 (2020)
    Form 990-PF (2020)
    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
    ACATE AMAZON CONSERVATION INC
    PO BOX 15895
    SAN FRANCISCO,CA94115
    N/A PC General & Unrestricted 3,000
    CENTER FOR CONSERVATION PEACEBUILDING
    PO BOX 73253
    WASHINGTON,DC20056
    N/A PC General & Unrestricted 4,000
    CHARITIES AID FOUNDATION AMERICA
    225 REINEKERS LN STE 375
    ALEXANDRIA,VA22314
    N/A PC Blue Ventures Conservation Fund 5,000
    FINCA INTERNATIONAL INC
    1201 15TH ST NW
    WASHINGTON,DC20005
    N/A PC General & Unrestricted 5,000
    HEALTH IN HARMONY INC
    PO BOX 96176
    PORTLAND,OR97296
    N/A PC General & Unrestricted 15,000
    IF NOT US THEN WHO
    18345 VENTURA BLVD STE 303
    TARZANA,CA91356
    N/A PC General & Unrestricted 2,500
    KOCE-TV FOUNDATION - PBS SOCAL
    PO BOX 25113
    SANTA ANA,CA92799
    N/A PC General & Unrestricted 4,000
    MONGABAY ORG CORPORATION
    PO BOX 0291
    MENLO PARK,CA94026
    N/A PC General & Unrestricted 35,000
    NATURE AND CULTURE INTERNATIONAL
    1400 MAIDEN LN
    DEL MAR,CA92014
    N/A PC General & Unrestricted 5,000
    NATURE RIGHTS COUNCIL
    2274 EASTERN AVE
    ARCATA,CA95521
    N/A PC General & Unrestricted 5,000
    PHOENIX CONSERVANCY
    PO BOX 977
    PULLMAN,WA99163
    N/A PC General & Unrestricted 3,500
    RAINFOREST FOUNDATION INC
    PO BOX 26908
    BROOKLYN,NY11202
    N/A PC Roots that Heal Campaign 2,500
    SAMFORD UNIVERSITY
    800 LAKESHORE DR
    BIRMINGHAM,AL35229
    N/A PC Grace Hicks Ezell Scholarship Fund 1,500
    UNION OF CONCERNED SCIENTISTS INC
    2 BRATTLE SQ STE 6
    CAMBRIDGE,MA02138
    N/A PC General & Unrestricted 5,000
    Total .................................bullet 3a 96,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 73  
    4 Dividends and interest from securities....     14 46,616  
    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 26,824  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aBANK CHARGE REFUND
        01 1  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   73,514  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    73,514
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

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

    TY 2020 DepreciationSchedule
    Name:
    Francis and Christine Martin Family
     
    Foundation
    EIN:
    26-3604338
    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 2020 InvestmentsCorpStockSchedule
    Name:
    Francis and Christine Martin Family
     
    Foundation
    EIN:
    26-3604338
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBVIE INC 1,854 2,357
    ACCELERON PHARMA INC 941 1,279
    ACCENTURE PLC 1,482 4,179
    ACI WORLDWIDE INC 675 1,038
    ADECCO S.A. UNSP/ADR 3,133 3,726
    ADVANCE AUTO PARTS INC 1,282 2,048
    ADVANCED ENERGY IND INC 294 776
    AIA GROUP LTD ADR 2,636 3,832
    AIRBUS GROUP 2,045 3,497
    ALIBABA GROUP HOLDING LTD 4,721 4,887
    ALPHABET INC CL A 1,434 3,505
    AMADEUS IT HLDS SA 1,699 1,803
    AMER INTERNATIONAL GROUP INC 1,365 1,249
    AMERICAN EXPRESS CO 1,866 1,935
    AMERICAN TOWER REIT INC 693 1,796
    AMERISOURCEBERGEN CORP 1,425 1,662
    AMGEN INC 151,771 542,610
    ANGLO AM PLC ADR 3,840 5,527
    ANSYS INC 651 728
    ANTHEM INC 1,729 1,927
    APOLLO GLOBAL MANAGEMENT, INC 1,467 1,812
    APPLE INC 2,056 8,359
    APTIV PLC 924 1,954
    ARGENX SE 312 588
    ARIEL FUND INVESTOR CL 100,677 117,651
    ARISTA NETWORKS 1,625 2,325
    ARROWHEAD PHARMACEUTICALS INC 303 1,765
    ASML HOLDING NV NY REG SHS 1,508 3,902
    AT&T, INC 2,184 2,042
    ATRICURE, INC. 682 835
    BAE SYSTEMS PLC 3,340 3,720
    BANK OF AMERICA CORP 1,722 2,122
    BAUSCH HEALTH COS INC 1,482 1,352
    BECTON DICKINSON & CO 3,157 4,004
    BEIGENE LTD 506 1,034
    BERRY PLASTICS GROUP INC 988 1,236
    BIOMARIN PHARMACEUTICAL INC 1,271 1,403
    BLACKLINE INC 363 800
    BLACKROCK FUNDS LOW DURATION P 153,277 155,954
    BLACKROCK GLOBAL LONG SHORT EQ 20,724 19,909
    BLACKROCK GLOBAL LONG/SHORT CR 43,157 39,438
    BLUEBIRD BIO INC 931 433
    BOOKING HOLDINGS INC 1,440 2,227
    BOSTON PPTYS INC 693 756
    BRAMBLES LTD UNSP AD 3,318 3,617
    BROADCOM INC 624 1,314
    CALRSBERG AS SP ADR REP B 2,100 3,727
    CALVERT SMALL CAP VALUE FUND C 31,159 48,935
    CAP GEMINI SA UNSP/ADR 2,794 3,823
    CARDINAL HEALTH INC 557 643
    CARMAX INC 909 945
    CHAMPIONX CORP 833 796
    CHARLES SCHWAB CORP 1,770 1,962
    CHEVRON CORP 1,933 1,436
    CHUBB LIMITED 1,397 1,847
    CHURCHILL DOWNS INC 449 974
    CIGNA CORPORATION 1,908 2,498
    CISCO SYSTEMS INC 2,393 2,775
    CITIZENS FINANCIAL GROUP, INC 1,176 1,681
    CME GROUP, INC 1,226 1,274
    COGNEX CORPORATION 696 1,285
    COGNIZANT TECHNOLOGY SOLUTIONS 1,981 2,459
    COLGATE-PALMOLIVE COMPANY 2,053 2,736
    COMCAST CORP 5,184 7,755
    COMPAGNIE DE SAINT G 2,611 3,464
    COMPASS GROUP PLC ADR 1,722 1,555
    CRA QUALIFIED INVESTMENT FD 81,311 85,358
    CSX CORP 1,222 1,724
    DANAHER CORP 561 1,777
    DBS GROUP HLDGS SPON ADR 2,521 3,650
    DEUTSCHE BOERSE ADR 2,295 3,515
    DEUTSCHE POST AG 4,052 5,781
    DIAMOND HILL LONG SHORT FUND C 23,165 25,569
    DICK'S SPORTING GDS 554 899
    DISCOVERY INC (FORMERLY DISC C 1,711 1,866
    DNB NOR ASA SPONSOR ADR 2,487 3,844
    DOLBY LABORATORIES 744 1,263
    DUKE REALTY CORPORATION 1,048 1,079
    ECOLAB INC 842 1,731
    EDISON INTL 1,720 1,571
    EMCOR GROUP INC 879 1,280
    ENBRIDGE INC 1,224 1,088
    ENEL SOCIETA PER AZI 2,546 3,715
    ENTEGRIS INC MINNESOTA 388 1,442
    ENVESTNET INC 641 987
    ETSY INC 747 2,847
    EVERBRIDGE INC 557 894
    EVERSOURCE ENERGYINC 591 606
    EXACT SCIENCES CORPORATION 538 927
    EXELIXIS, INC. 1,181 1,284
    FANUC LIMITED UNSPONSORED 2,515 3,728
    FIBROGEN INC 546 482
    FIDELITY NATIONAL INFORMATION 1,041 2,546
    FISERV INC 884 911
    FORTINET INC 383 1,188
    FORTUNE BRANDS HOME & SECURITY 439 600
    GODADDY INC 1,043 1,161
    GOLDMAN SACHS INTL SMALL CAP I 67,080 83,772
    GRACO INC 630 1,085
    GRAINGER W W INC 805 1,633
    GROUPE DANONE ADS 3,864 3,406
    GUARDANT HEALTH INC 439 902
    GUIDEWIRE SOFTWARE INC 434 1,030
    HENRY JACK & ASSOC INC 922 1,134
    HITACHI LTD 2,980 3,573
    HOME DEPOT INC 778 2,125
    HONEYWELL INTL 831 1,914
    HYATT HOTELS CORP 912 1,188
    INARI MEDICAL INC 477 611
    INDUSTRIA DE DISENO 4,559 5,277
    INSPERITY INC 742 733
    INT'L FLAVORS & FRAGRANCES INC 1,936 1,633
    INTERCONTINENTAL EXCHANGE, INC 965 2,191
    INTERNATIONAL PAPER CO 819 945
    INTUIT 343 1,519
    INVESCO OPPENHEIMER DEVELOPING 49,620 68,426
    IRHYTHM TECHNOLOGIES INC 588 1,898
    JOHNSON & JOHNSON 3,577 5,036
    JP MORGAN CHASE 2,159 4,447
    JULIUS BAER GROUP LTD 2,713 3,896
    KBC GROUP SA UNSP ADR 3,016 3,454
    KOMATSU LTD 3,844 4,014
    KONINKLIJKE AHOLD DELHAIZE NV 2,726 3,529
    KONINKLIJKE PHILIPS ELECTRONIC 3,407 3,792
    L'AIR LIQUIDE ADR OTC 3,439 3,717
    LINDE PLC COM 2,839 4,743
    LITHIA MOTORS INC CL A 248 293
    LIVE NATION INC COM 682 1,176
    LOCKHEED MARTIN CORP 1,436 2,130
    LOWES COMPANIES INC 1,212 3,210
    MARSH AND MCLENNAN COMPANIES I 803 1,755
    MASTERCARD INC 1,315 4,283
    MCDONALD'S CORP 1,387 1,931
    MEDTRONIC PLC 2,277 3,514
    MERCK & CO INC 3,589 4,581
    MERCK KGAA SPON ADR EACH REPR 3,421 4,502
    METLIFE INC 1,262 1,409
    MICROSOFT CORP 2,848 11,121
    MOHAWK INDS INC 676 1,128
    MOLINA HEALTHCARE 713 1,063
    MONDELEZ INTERNATIONAL INC 2,888 3,917
    MOTOROLA SOLUTIONS INC 1,878 2,211
    MURATA MFG INC UNSP/ADR 2,272 3,943
    NATIONAL GRID TRANSCO PLC 1,231 1,299
    NESTLE S.A 1,415 2,238
    NEUROCRINE BIOSCIENCES, INC 962 863
    NEW YORK TIMES CO CL A 696 1,087
    NEXTERA ENERGY, INC 1,237 4,166
    NORDEA BANK ABP 2,921 3,395
    NORDSON CP 391 1,005
    NORTHROP GRUMMAN CORP 931 914
    NOVOCURE LTD 499 1,211
    OKTA INC 711 1,526
    ORACLE CORP 812 906
    OTIS WORLDWIDE CORP 1,064 1,351
    PACKAGING CORP AMER 782 1,379
    PARNASSUS FD EQUITY INCOME FUN 20,262 32,369
    PAYCOM SOFTWARE 501 905
    PEPSICO INC 1,318 2,076
    PERFORMANCE FOOD GROUP COMPANY 355 762
    PERNOD-RECARD SA 4,106 5,331
    PFIZER INC 1,365 1,546
    PHILIP MORRIS INTL 1,886 2,070
    PHILLIPS 66 1,795 1,539
    PIMCO INCOME FUND P CLASS 127,347 122,849
    PNC FINANCIAL GROUP INC 977 1,192
    POWER INTEGRATIONS, INC 295 982
    PPG INDUSTRIES INC 1,421 2,308
    PROCTER GAMBLE CO 1,670 2,644
    PROGRESSIVE CORP OHIO 707 1,879
    PROSUS NV ADR 3,867 5,119
    PUBLIC SVC ENTERPRISE GROUP IN 965 1,108
    PVH CORP 807 1,408
    QUALYS INC COM 980 1,462
    RAYTHEON TECHNOLOGIES CORP 2,218 2,860
    RECKITT BENCKISER GROUP 3,127 3,461
    REGENERON PHARMACEUTICALS INC 769 966
    REINSURANCE GROUP AMER INC 963 927
    REVOLVE GROUP INC 664 686
    RITCHIE BROS AUCTIONEERS 453 487
    ROCHE HOLDING LTD ADR 4,620 5,699
    RWE AKTIENGESELLSCHAF 2,524 3,904
    SANDS CHINA LTD UNSP ADR 6,262 5,541
    SANOFI-AVENTIS SPONSORED ADR 3,449 3,353
    SAP AKTIENGESELL ADS 3,235 3,912
    SEAWORLD ENTERTAINMENT INC 869 1,011
    SEMPRA ENERGY COM 1,043 1,019
    SEMTECH CORPORATION 605 1,009
    SHERWIN-WILLIAMS CO 792 1,470
    SHOCKWAVE MEDICAL ORD SHS 585 622
    SIEMENS AG 5,364 5,600
    SMITH & NEPHEW PLC ADR 2,592 3,331
    SMITH A O CORP DEL COM 885 1,042
    STANLEY BLACK & DECKER INC 1,398 1,964
    STARBUCKS CORP COM 809 1,284
    SYNCHRONY FINANCIAL 933 1,423
    TAIWAN SEMICONDUCTOR MFG CO LT 1,894 3,816
    TEMENOS GROUP AG 4,260 3,965
    TEXAS INSTRUMENTS INC 4,224 6,893
    THE BLACKSTONE GROUP INC CL A 1,961 2,787
    THE COCA-COLA CO 1,341 1,755
    THE MOSAIC CO 907 1,151
    THORNBURG INV INCOME BUILDER 85,130 89,946
    TOPBUILD CORP 622 736
    TRACTOR SUPPLY CO COM 754 1,406
    TRANE TECHNOLOGIES PLC 723 2,032
    TRAVELERS COMPANIES INC 1,249 1,825
    UCB UNSP ADR 4,046 3,548
    UNILEVER N V N Y 1,490 2,233
    UNILEVER PLC AMER 59 60
    UNION PACIFIC 1,860 4,164
    UNITED PARCEL SERVICE 1,252 2,021
    UNITED RENTALS INC 1,299 2,551
    UNITEDHEALTH GROUP INC 1,139 5,260
    UNIVERSAL DISPLAY CORP 566 919
    US BANCORP 2,706 2,516
    USD CYRUSONE INC 1,456 1,829
    VERACYTE INC 433 881
    VERIZON COMMUNICATIONS 1,482 1,645
    VESTAS WIND SYS UNSP/ADR 1,051 3,129
    VIKING THERAPEUTICS INC 250 175
    VIRTUS EMERGING MARKETS OPPTS 56,958 72,699
    VISA INC 798 1,969
    VULCAN MATERIALS CO 949 1,483
    WALT DISNEY HOLDINGS CO 781 1,449
    WASTE MANAGEMENT INC 849 1,769
    WEC ENERGY GROUP, INC 1,574 2,669
    WILLIAMS COS 1,580 1,624
    WPX ENERGY INC 547 465
    YUM CHINA HOLDINGS INC 3,475 3,711
    ZEBRA TECHNOLOGIES CORP 1,375 2,690
    ZENDESK INC 556 1,002
    ZOETIS INC 432 1,655
    ZURICH INS GROU ADR 3,450 3,842
    ZYNGA INC 763 1,303

    TY 2020 InvestmentsOtherSchedule2
    Name:
    Francis and Christine Martin Family
     
    Foundation
    EIN:
    26-3604338
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BLACKSTONE REAL ESTATE INCOME   114,063 92,911

    TY 2020 OtherExpensesSchedule
    Name:
    Francis and Christine Martin Family
     
    Foundation
    EIN:
    26-3604338
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 13,293     13,293
    State or Local Filing Fees 25     25


    TY 2020 OtherIncomeSchedule2
    Name:
    Francis and Christine Martin Family
     
    Foundation
    EIN:
    26-3604338
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    bank charge refund 1 1  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Francis and Christine Martin Family
     
    Foundation
    EIN:
    26-3604338
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 21,292 21,292    


    TY 2020 TaxesSchedule
    Name:
    Francis and Christine Martin Family
     
    Foundation
    EIN:
    26-3604338
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Excise Tax for 2019 91      
    Foreign Tax Paid 259 259