Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
THE MARTIN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)115 DEPOT ST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ANN ARBOR, MI48104
A Employer identification number

38-3340278
B Telephone number (see instructions)

(734) 994-5050
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$16,708,572J 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) 850,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,894 1,894  
4 Dividends and interest from securities... 280,577 280,577  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 687,804
b Gross sales price for all assets on line 6a 2,627,483
7 Capital gain net income (from Part IV, line 2)... 687,804
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
30,088 27,283  
12 Total. Add lines 1 through 11........ 1,850,363 997,558  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15,243 0   15,243
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
17,181 1,788   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
53,179 47,760   5,107
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 85,603 49,548   20,350
25 Contributions, gifts, grants paid....... 834,500 834,500
26 Total expenses and disbursements. Add lines 24 and 25 920,103 49,548   854,850
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 930,260
b Net investment income (if negative, enter -0-) 948,010
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 32,787 59,704 59,704
2 Savings and temporary cash investments......... 457,697 258,107 258,107
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,104,435 Click to see attachment
List of Attached Documents:
// Content
5,021,372 		12,649,039
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
839,224 		814,527
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,711,089 Click to see attachment
List of Attached Documents:
// Content
3,052,262 		2,927,195
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,306,008 9,230,669 16,708,572
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
239,435 		Click to see attachment
List of Attached Documents:
// Content
233,836
23 Total liabilities (add lines 17 through 22)......... 239,435 233,836
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 8,066,573 8,996,833
29 Total net assets or fund balances (see instructions)..... 8,066,573 8,996,833
30 Total liabilities and net assets/fund balances (see instructions). 8,306,008 9,230,669
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
8,066,573
2
Enter amount from Part I, line 27a .....................
2
930,260
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,996,833
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,996,833
Form 990-PF (2022)
Form 990-PF (2022)
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 P    
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 2,627,483   1,939,679 687,804
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       687,804
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 2 687,804
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  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
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 right arrow 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) 1 13,177
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 13,177
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 13,177
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 11,080
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 16,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 27,080
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 13,903
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow13,903 Refundedright arrow 11 0
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMI
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 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 (2022)
Form 990-PF (2022)
Page 5
Part VI-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 addressright arrowN/A
14
The books are in care ofright arrowKELLY FRITZSCH Telephone no.right arrow (734) 994-5050

Located atright arrow115 DEPOT STREETANN ARBORMI ZIP+4right arrow48104
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2022? .............
1d
 
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
Yes
 
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
3b
 
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
SALLY A MARTIN PRESIDENT
1.00 		0 0 0
115 DEPOT STREET
ANN ARBOR,MI48104
WILLIAM C MARTIN V.P./SEC./TREASURER
1.00 		0 0 0
115 DEPOT STREET
ANN ARBOR,MI48104
MICHAEL C MARTIN DIRECTOR
1.00 		0 0 0
115 DEPOT STREET
ANN ARBOR,MI48104
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
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
16,480,346
b
Average of monthly cash balances.......................
1b
286,407
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
16,766,753
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
16,766,753
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
251,501
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,515,252
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
825,763
Part X
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 IX, line 6..................
1
825,763
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
13,177
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,177
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
812,586
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
812,586
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
812,586
Part XI
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
854,850
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
854,850
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 812,586
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 851,123
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 854,850
a Applied to 2021, but not more than line 2a 851,123
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2022 distributable amount..... 3,727
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		808,859
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) ....... 		0
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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).)
SALLY A MARTIN
WILLIAM C 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 right arrow
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 (2022)
Form 990-PF (2022)
Page 11
Part XIV
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

I HAVE A DREAM FOUNDATION OF BOULDER COUNTY

5390 MANHATTAN CIR 200
BOULDER,CO80303 		  501(C)(3) HUMANITARIAN 1,000

826 MICHIGAN

115 E LIBERTY ST
ANN ARBOR,MI48104 		  501(C)(3) EDUCATIONAL 2,000

ALPHA HOUSE

4290 JACKSON RD
ANN ARBOR,MI48103 		  501(C)(3) HUMANITARIAN 2,000

AMERICAN HEART ASSOCIATION

ENGAGEMENT CENTER/7272 GREENVILLE
AVE
DALLAS,TX75231 		  501(C)(3) HUMANITARIAN 25,000

AMERICAN RED CROSS

2116 GRAND AVE
DES MOINES,IA50312 		  501(C)(3) HUMANITARIAN 5,000

ANN ARBOR HANDS ON MUSEUM

220 E ANN ST
ANN ARBOR,MI48104 		  501(C)(3) EDUCATIONAL 2,000

ANN ARBOR SUMMER FESTIVAL

310 DEPOT ST SUITE 3
ANN ARBOR,MI48104 		  501(C)(3) EDUCATIONAL 1,500

ANN ARBOR SYMPHONY ORCHESTRA

220 E HURON SUITE 470
ANN ARBOR,MI48104 		  501(C)(3) MUSICAL 4,500

ARBOR HOSPICE FOUNDATION

2366 OAK VALLEY DRIVE
ANN ARBOR,MI48103 		  501(C)(3) HUMANITARIAN 2,500

BAY CLIFF HEALTH CAMP

N4175 BAYCLIFF DR
BIG BAY,MI49808 		  501(C)(3) HUMANITARIAN 10,000

BIG BROTHERS BIG SISTERS

2890 CARPENTER RD SUITE 600
ANN ARBOR,MI48108 		  501(C)(3) HUMANITARIAN 3,000

BOOTJACK FIRE DEPARTMENT

45166 BOOTJACK RD
LAKE LINDEN,MI49945 		  501(C)(3) HUMANITARIAN 1,000

BOULDER HOUSING PARTNERS FOUNDATION

40800 N BRODAY
BOULDER,CO80304 		  501(C)(3) HUMANITARIAN 1,000

CANCER SUPPORT COMMUNITY

2010 HOGBACK RD SUITE 3
ANN ARBOR,MI48105 		  501(C)(3) HUMANITARIAN 2,500

CENTER FOR BLACK EXCELLENCE AND CULTURE

655 W BADGER RD
MADISON,WI53713 		  501(C)(3) HUMANITARIAN 1,000

CHADTOUGH FOUNDATION

PO BOX 907
SALINE,MI48176 		  501(C)(3) HUMANITARIAN 3,000

CHANCE FOR LIFE ORGANIZATION INC

TOWN CENTER BUILDING 2000 TOWN
CENTER 1140
SOUTHFIELD,MI48075 		  501(C)(3) HUMANITARIAN 10,000

CHILDREN'S LITERACY NETWORK

1100 N MAIN ST
ANN ARBOR,MI48104 		  501(C)(3) EDUCATIONAL 3,000

CLEAN LAKES ALLIANCE

150 E GILMAN ST SUITE 2600
MADISON,WI53703 		  501(C)(3) HUMANITARIAN 1,000

COMMUNITY ACTION NETWORK

809 TAYLOR
ANN ARBOR,MI48105 		  501(C)(3) HUMANITARIAN 2,000

CORNER HEALTH CENTER

47 N HURON ST
YPSILANTI,MI48197 		  501(C)(3) HUMANITARIAN 1,000

DAIRY ARTS CENTER

2590 WALNUT
BOULDER,CO80302 		  501(C)(3) EDUCATIONAL 1,000

ECOLOGY CENTER

339 E LIBERTY
ANN ARBOR,MI48104 		  501(C)(3) HUMANITARIAN 2,000

ELE'S PLACE

3526 W LIBERTY SUITE 200
ANN ARBOR,MI48103 		  501(C)(3) HUMANITARIAN 2,000

EMERSON SCHOOL

5425 SCIO CHURCH ROAD
ANN ARBOR,MI48103 		  501(C)(3) EDUCATIONAL 7,500

FAIR FOOD PROGRAM

PO BOX 603
IMMOKALEE,FL34143 		  501(C)(3) HUMANITARIAN 1,000

FAITH LUTHERAN CHURCH REPAIR FUND

26016 DEPOT ST
CALUMET,MI49913 		  501(C)(3) HUMANITARIAN 5,000

FINLANDIA UNIVERSITY

601 QUINCY ST
HANCOCK,MI49930 		  501(C)(3) EDUCATIONAL 2,500

FIRST CONGREGATIONAL CHURCH

608 E WILLIAM ST
ANN ARBOR,MI48104 		  501(C)(3) HUMANITARIAN 2,000

FLATIRONS HABITAT FOR HUMANITY

1095 CANYON BLVD / STE 100
BOULDER,CO80302 		  501(C)(3) HUMANITARIAN 1,000

FOOD GATHERERS

EILEEN SPRING PO BOX 131037
ANN ARBOR,MI48103 		  501(C)(3) HUMANITARIAN 3,000

FOUNDATIONS PRESCHOOL OF WASHTENAW COUNTY

3770 PACKARD ST
ANN ARBOR,MI48108 		  501(C)(3) HUMANITARIAN 2,000

GERALD R FORD PRESIDENTIAL FOUNDATION

303 PEARL STREET NW
GRAND RAPIDS,MI49504 		  501(C)(3) HUMANITARIAN 5,000

GIRL SCOUTS

444 JAMES L PARKWAY
YPSILANTI,MI48197 		  501(C)(3) HUMANITARIAN 1,000

GIRLS GROUP

2531 JACKSON AVE 188
ANN ARBOR,MI48103 		  501(C)(3) HUMANITARIAN 5,000

GREAT LAKES CENTER FOR ARTS

800 BAY HARBOR
BAY HARBOR,MI49770 		  501(C)(3) HUMANITARIAN 50,000

HABITAT FOR HUMANITY OF HURON VALLEY

170 APRILL DR SUITE A
ANN ARBOR,MI48103 		  501(C)(3) HUMANITARIAN 5,000

HARBOR SPRINGS AREA HISTORICAL SOCIETY

349 E MAIN ST
HARBOR SPRINGS,MI49740 		  501(C)(3) EDUCATIONAL 2,500

HARBOR SPRINGS LYRIC THEATRE

275 E MAIN ST
HARBOR SPRINGS,MI49740 		  501(C)(3) EDUCATIONAL 1,000

HOPE CLINIC

518 HARRISON
YPSILANTI,MI48197 		  501(C)(3) HUMANITARIAN 5,000

HUMANE SOCIETY OF HURON VALLEY

3100 CHERRY HILL RD
ANN ARBOR,MI48105 		  501(C)(3) HUMANITARIAN 2,500

HURON WATERLOO PATHWAYS INITIATIVE

14800 E OLD US 12
ANN ARBOR,MI48118 		  501(C)(3) HUMANITARIAN 2,500

INTERNATIONAL SAMARITAN

803 N MAIN ST
ANN ARBOR,MI48104 		  501(C)(3) HUMANITARIAN 65,000

JACOBSVILLE CHAPEL

1000 W QUINCY ST
HANCOCK,MI49930 		  501(C)(3) HUMANITARIAN 2,500

KENYON COLLEGE

209 CHASE AVE
GAMBIER,OH43022 		  501(C)(3) EDUCATIONAL 2,500

KEWEENAW COMMUNITY FOUNDATION

236 QUINCY ST
HANCOCK,MI49930 		  501(C)(3) HUMANITARIAN 10,000

LITTLE TRAVERSE CONSERVANCY

3264 POWELL RD
HARBOR SPRINGS,MI49740 		  501(C)(3) HUMANITARIAN 5,000

LITTLE TRAVERSE SAILORS

343 E BAY ST
HARBOR SPRINGS,MI49740 		  501(C)(3) EDUCATIONAL 500

LOYOLA ACADEMY

1100 LARAMIE AVE
WILMETTE,IL60091 		  501(C)(3) EDUCATIONAL 35,000

MACKINAC CENTER FOR PUBLIC POLICY

140 W MAIN PO BOX 568
MIDLAND,MI48640 		  501(C)(3) HUMANITARIAN 1,000

MADISON PARKS FOUNDATION

1402 WINGRA CRREK PKWY
MADISON,WI53715 		  501(C)(3) HUMANITARIAN 1,000

MADISON PUBLIC MARKET FOUNDATION

PO BOX 260026
MADISON,WI53726 		  501(C)(3) HUMANITARIAN 1,000

MADISON PUBLIC SCHOOLS

2005 WEST BELTLINE HIGHWAY SUITE
203
MADISON,WI53713 		  501(C)(3) EDUCATIONAL 1,000

MAGIC OF CHRISTMAS FOUNDATION

6850 MULLBERRY CT
SALINE,MI48176 		  501(C)(3) HUMANITARIAN 3,000

MICHIGAN MEDICINE - BIG HEARTS FOR SENIORS

4260 PLYMOUTH RD
ANN ARBOR,MI48109 		  501(C)(3) HUMANITARIAN 5,000

MICHIGAN RADIO- UM

535 W WILLIAM SUITE 110
ANN ARBOR,MI48103 		  501(C)(3) EDUCATIONAL 5,000

MICHIGAN THEATER

603 E LIBERTY
ANN ARBOR,MI48104 		  501(C)(3) MUSICAL 5,000

MILE HIGH UNITED WAY

711 PARK AVENUE WEST PO BOX 5547
DENVER,CO80205 		  501(C)(3) HUMANITARIAN 1,000

NEUTRAL ZONE

310 E WASHINGTON
ANN ARBOR,MI48104 		  501(C)(3) HUMANITARIAN 2,000

NORTH STAR REACH

1050 HIGHLAND
ANN ARBOR,MI48108 		  501(C)(3) EDUCATIONAL 3,000

OCEAN REEF MEDICAL FOUNDATION

50 BARRACUDA LANE
KEY LARGO,FL33037 		  501(C)(3) EDUCATIONAL 25,000

OUILMETTE FOUNDATION

1200 WILMETTE AVE
WILMETTE,IL60091 		  501(C)(3) HUMANITARIAN 5,000

OUR OWN THING CHORALE

1410 S ZEEB RD
ANN ARBOR,MI48103 		  501(C)(3) MUSICAL 5,000

PACKARD HEALTH CLINIC

3174 PACKARD
ANN ARBOR,MI48108 		  501(C)(3) HUMANITARIAN 5,000

PLANNED PARENTHOOD

PO BOX 3673
ANN ARBOR,MI48106 		  501(C)(3) HUMANITARIAN 5,000

RONALD MCDONALD HOUSE

1600 WASHINGTON HEIGHTS
ANN ARBOR,MI48104 		  501(C)(3) HUMANITARIAN 1,000

ROTARY CLUB OF ANN ARBOR

PO BOX 131217
ANN ARBOR,MI48113 		  501(C)(3) HUMANITARIAN 1,500

SALVATION ARMY - ANN ARBOR

100 S ARBANA DR
ANN ARBOR,MI48107 		  501(C)(3) HUMANITARIAN 10,000

SALVATION ARMY - HANCOCK

408 RAVINE ST
HANCOCK,MI49930 		  501(C)(3) HUMANITARIAN 15,000

SHELTER ASSOCIATION OF WASHTENAW COUNTY

312 W HURON ST
ANN ARBOR,MI48103 		  501(C)(3) HUMANITARIAN 5,000

SOS COMMUNITY SERVICES

101 S HURON ST
YPSILANTI,MI48197 		  501(C)(3) HUMANITARIAN 5,000

STUDENT ADVOCACY CENTER

124 PEARL ST SUITE 504
YPSILANTI,MI48197 		  501(C)(3) EDUCATIONAL 2,000

STUDENT DEVELOPMENT PROGRAM

4370 STONEMEADOW CT
ANN ARBOR,MI48103 		  501(C)(3) EDUCATIONAL 10,000

TAPESTRY FOUNDATION

1904 W 35TH ST
AUSTIN,TX78703 		  501(C)(3) HUMANITARIAN 100,000

TEAM RUBICON

214 MAIN ST 354
EL SEGUNDO,CA90245 		  501(C)(3) HUMANITARIAN 5,000

THE FAMILY LEARNING INSTITUTE

1954 S INDUSTRIAL HWY SUITE D
ANN ARBOR,MI48104 		  501(C)(3) EDUCATIONAL 2,000

U OF M - ACCELERATE BLUE FUND

1600 HURON PARKWAY BLD 520 2ND
FLOOR
ANN ARBOR,MI48109 		  501(C)(3) EDUCATIONAL 40,000

U OF M - ANN ARBOR MEALS ON WHEELS

2025 TRAVERWOOD DR SUITE A2
ANN ARBOR,MI481092590 		  501(C)(3) HUMANITARIAN 1,000

U OF M - CEW ANNUAL GIFT FUND

330 E LIBERTY 2ND FL
ANN ARBOR,MI48104 		  501(C)(3) HUMANITARIAN 5,000

U OF M - FORD SCHOOL DEAN'S STRATEGIC FUND

735 SOUTH STATE ST
ANN ARBOR,MI48109 		  501(C)(3) EDUCATIONAL 25,000

U OF M - HOUSING FOR SENIORS

2401 PLYMOUTH
ANN ARBOR,MI48105 		  501(C)(3) HUMANITARIAN 2,000

U OF M - MAD MICHIGAN ALZHEIMER DISEASE CENTER

2101 COMMONWEALTH BLVD SUITE D
ANN ARBOR,MI48105 		  501(C)(3) HUMANITARIAN 5,000

U OF M - NATURAL HISTORY MUSEUM

3003 S STATE ST STE 8000
ANN ARBOR,MI48104 		  501(C)(3) EDUCATIONAL 2,000

U OF M - OBSTETRICS AND GYNOCOLOGY

3003 S STATE ST STE 8000
ANN ARBOR,MI48104 		  501(C)(3) HUMANITARIAN 25,000

U OF M - SAILING

OFFICE OF GIFT ADM 3003 S STATE ST
STE 8000
ANN ARBOR,MI48104 		  501(C)(3) HUMANITARIAN 5,000

U OF M - UMS

881 N UNIVERSITY AVE
ANN ARBOR,MI48109 		  501(C)(3) MUSICAL 10,000

U OF M - WOMEN'S CLUB ICE HOCKEY

OFFICE OF GIFT ADM 3003 S STATE ST
STE 8000
ANN ARBOR,MI48108 		  501(C)(3) HUMANITARIAN 1,000

UNIFIED HIV HEALTH AND BEYOND

3011 W GRAND BLVD STE 230
DETROIT,MI48202 		  501(C)(3) HUMANITARIAN 2,000

UNIV OF MICH - TELLING IT PROGRAM

701 E UNIVERSITY
ANN ARBOR,MI48109 		  501(C)(3) EDUCATIONAL 3,000

UNIV OF MICH - TURNER SENIOR RESOURCE CENTER

2025 TRAVERWIID DRUVE
ANN ARBOR,MI48105 		  501(C)(3) EDUCATIONAL 5,000

WASHTENAW AREA COUNCIL FOR CHILDREN

3075 W CLARK SUITE 110
YPSILANTI,MI48197 		  501(C)(3) HUMANITARIAN 3,000

WASHTENAW CAMP PLACEMENT ASSOCIATION

3135 S STATE SUITE 350D
ANN ARBOR,MI48108 		  501(C)(3) HUMANITARIAN 3,000

WITTENBERG UNIVERSITY

200 W WARD ST
SPRINGFIELD,OH45504 		  501(C)(3) EDUCATIONAL 135,000

YMCA-ANN ARBOR

400 W WASHINGTON ST
ANN ARBOR,MI48103 		  501(C)(3) EDUCATIONAL 5,000

YPSILANTI DISTRICT LIBRARY - CAPITAL CAMPAIGN

5577 WHITTAKER RD
YPSILANTI,MI48197 		  501(C)(3) EDUCATIONAL 10,000

YPSILANTI MEALS ON WHEELS

1110 W CROSS ST
YPSILANTI,MI48197 		  501(C)(3) HUMANITARIAN 5,000
Total .................................right arrow 3a 834,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-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 1,894  
4 Dividends and interest from securities ....     14 280,577  
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 ............ 		    18 687,804  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aARBORETUM VENTURES - NET INVESTMENT EXPENSES 		  0 14 -1,655  
bFP CREDIT II PARTNERS - INTEREST INCOME   0 14 2,760  
cFP CREDIT PARTNERS - INTEREST INCOME   0 14 26,178  
dRCA VG, LLC- UNRELATED BUSINESS INCOME / (LOSS) 900001 2,805      
e
12 Subtotal. Add columns (b), (d), and (e) .. 2,805 997,558 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,000,363
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2022)
Form 990-PF (2022)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2022
Name of the organization
THE MARTIN FAMILY FOUNDATION
 
Employer identification number

38-3340278
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) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
THE MARTIN FAMILY FOUNDATION
  		Employer identification number
38-3340278
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
WILLIAM C AND SALLY A MARTIN
 
115 DEPOT STREET
 
ANN ARBOR, MI48104

$ 850,000


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
(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) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
THE MARTIN FAMILY FOUNDATION
  		Employer identification number

38-3340278
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
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
THE MARTIN FAMILY FOUNDATION
  		Employer identification number

38-3340278
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) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 AccountingFeesSchedule
Name:
THE MARTIN FAMILY FOUNDATION
EIN:
38-3340278
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 15,243 0   15,243

TY 2022 InvestmentsCorpBondsSchedule
Name:
THE MARTIN FAMILY FOUNDATION
EIN:
38-3340278
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 839,224 814,527

TY 2022 InvestmentsCorpStockSchedule
Name:
THE MARTIN FAMILY FOUNDATION
EIN:
38-3340278
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCK 5,021,372 12,649,039

TY 2022 InvestmentsOtherSchedule2
Name:
THE MARTIN FAMILY FOUNDATION
EIN:
38-3340278
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INVESTMENT IN FP CREDIT FMV 463,115 463,115
MUTUAL FUND FMV 2,301,887 2,176,820
INVESTMENT IN FP CREDIT II FMV 137,260 137,260
INVESTMENT IN SENSCY INC FMV 150,000 150,000

TY 2022 OtherExpensesSchedule
Name:
THE MARTIN FAMILY FOUNDATION
EIN:
38-3340278
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES AND FEES 5,107 0   5,107
MANAGEMENT FEES 47,760 47,760   0
MISCELLANEOUS 20 0   0
BANK FEES 292 0   0


TY 2022 OtherIncomeSchedule2
Name:
THE MARTIN FAMILY FOUNDATION
EIN:
38-3340278
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ARBORETUM VENTURES - NET INVESTMENT EXPENSES -1,655 -1,655 -1,655
FP CREDIT II PARTNERS - INTEREST INCOME 2,760 2,760 2,760
FP CREDIT PARTNERS - INTEREST INCOME 26,178 26,178 26,178
RCA VG, LLC- UNRELATED BUSINESS INCOME / (LOSS) 2,805 0 2,805


TY 2022 OtherLiabilitiesSchedule
Name:
THE MARTIN FAMILY FOUNDATION
EIN:
38-3340278
Description Beginning of Year - Book Value End of Year - Book Value
INVESTMENT IN RCA VG LLC 239,435 233,806
INVESTMENT IN ARBORETUM VENTURES VI 0 30


TY 2022 TaxesSchedule
Name:
THE MARTIN FAMILY FOUNDATION
EIN:
38-3340278
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX WITHHOLDINGS 1,788 1,788   0
FEDERAL INCOME TAX 15,393 0   0