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
MARTIN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)818 H AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ANACORTES, WA98221
A Employer identification number

91-2089435
B Telephone number (see instructions)

(360) 982-2991
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$3,590,927J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 59 59 59
4 Dividends and interest from securities... 49,977 49,977 49,977
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
720,235
b Gross sales price for all assets on line 6a 2,413,334
7 Capital gain net income (from Part IV, line 2)... 41,116
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 770,271 91,152 50,036
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
965 965    
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
18,721 18,721    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,799 1,912    
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
16 16    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 24,501 21,614   0
25 Contributions, gifts, grants paid....... 284,000 284,000
26 Total expenses and disbursements. Add lines 24 and 25 308,501 21,614   284,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 461,770
b Net investment income (if negative, enter -0-) 69,538
c Adjusted net income (if negative, enter -0-)... 50,036
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............. 11,740 6,492 6,492
2 Savings and temporary cash investments......... 18,217 19,550 19,550
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)....... 3,143,938 Click to see attachment
List of Attached Documents:
// Content
3,660,725 		3,564,885
c Investments—corporate bonds (attach schedule).......      
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)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
49,358 		   
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,223,253 3,686,767 3,590,927
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)    
23 Total liabilities (add lines 17 through 22).........   0
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 3,223,253 3,686,767
29 Total net assets or fund balances (see instructions)..... 3,223,253 3,686,767
30 Total liabilities and net assets/fund balances (see instructions). 3,223,253 3,686,767
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,223,253
2
Enter amount from Part I, line 27a .....................
2
461,770
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,744
4
Add lines 1, 2, and 3 ..........................
4
3,686,767
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,686,767
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.)
1a
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
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
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 41,116
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) 1 967
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  
3 Add lines 1 and 2........................... 3 967
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- ..... 5 967
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
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 44
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,011
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow   Refundedright arrow 11  
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
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 arrowWA
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 arrowROY W MARTIN Telephone no.right arrow (360) 982-2991

Located atright arrow818 H AVENUE818 H AVENUEANACORTESWA ZIP+4right arrow98221
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)
 
No
(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
 
 
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
 
 
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
 
No
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
 
 
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
ROY W MARTIN TRUSTEE
000.00 		0 0 0
818 H AVENUE
ANACORTES,WA98221
DARLENE E MARTIN TRUSTEE
000.00 		0 0 0
818 H AVENUE
ANACORTES,WA98221
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  
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 arrow  
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
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
3,980,975
b
Average of monthly cash balances.......................
1b
116,722
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,097,697
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
4,097,697
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
61,465
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,036,232
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
201,812
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
201,812
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
967
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
967
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
200,845
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
200,845
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
200,845
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
284,000
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
284,000
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 7 200,845
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only.......  
b Total for prior years:20, 20, 20  
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 ........  
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 284,000
a Applied to 2021, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2022 distributable amount..... 200,845
e Remaining amount distributed out of corpus 83,155
5 Excess distributions carryover applied to 2022.    
(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 83,155
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		83,155
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.... 83,155
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).)
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 e-mail address of the person to whom applications should be addressed:
ROY MARTIN
818 H AVENUE
ANACORTES,WA98221
(360) 770-6991
BIZRWMARTIN@GMAIL.COM
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

ALZHEIMER'S ASSOCIATION
ALZHEIMER'S ASSOCIATION
PO BOX 96011
WASHINGTON,DC200096011 		    CHARITABLE 500

ALZHEIMER'S ASSOCIATION
ALZHEIMER'S ASSOCIATION
PO BOX 96011
WASHINGTON,DC200096011 		    CHARITABLE 500

AMERICAN CANCER SOCIETY
AMERICAN CANCER SOCIETY
PO BOX 3447
SEATTLE,WA981241475 		    CHARITABLE 700

AMERICAN CANCER SOCIETY
AMERICAN CANCER SOCIETY
PO BOX 3447
SEATTLE,WA981241475 		    CHARITABLE 700

AMERICAN RED CROSS
AMERICAN RED CROSS
2025 E ST NW
WASHINGTON,DC20006 		    CHARITABLE 1,000

AMERICAN RED CROSS
AMERICAN RED CROSS
2025 E ST NW
WASHINGTN,DC20006 		    CHARITABLE 1,000

ANACORTES FAMILTY CENTER
ANACORTES FAMILY CENTER
1011 27TH ST
ANACORTES,WA98221 		    CHARITABLE 3,000

ANACORTES FAMILY CENTER
ANACORTES FAMILY CENTER
1011 27TH ST
ANACORTES,WA98221 		    CHARITABLE 3,000

CATHOLIC COMMUNITY SERVICES
CATHOLIC COMMUNITY SERVICES
614 PETERSON RD 200
BURLINGTON,WA98233 		    CHARITABLE 12,000

CATHOLIC COMMUNITY SERVICES
CATHOLIC COMMUNITY SERVICES
614 PETERSON RD 200
BURLINGTON,WA98233 		    CHARITABLE 12,000

CATHOLIC RELIEF SERVICES
CATHOLIC RELIEF SERVICES
PO BOX 17090
BALTIMORE,MD212970303 		    CHARITABLE 30,000

CATHOLIC RELIEF SERVICES
CATHOLIC RELIEF SERVICES
PO BOX 17090
BURLINGTON,MD212970303 		    CHARITABLE 30,000

COMPASS HOUSING ALLIANCE
COMPASS HOUSING ALLIANCE
77TH S WASHINGTON ST
SEATTLE,WA98104 		    CHARITABLE 1,000

COMPASS HOUSING ALLIANCE
COMPASS HOUSING ALLIANCE
77TH S WASHINGTON ST
SEATTLE,WA98104 		    CHARITABLE 1,000

COVENANT HOUSE
COVENANT HOUSE
5 PENN PLAZA
NEW YORK,NY10001 		    CHARITABLE 1,000

COVENANT HOUSE
COVENANT HOUSE
5 PENN PLAZA
NEW YORK,NY10001 		    CHARITABLE 1,000

FOOD LIFELINE
FOOD LIFELINE
815 S 96TH ST
SEATTLE,WA981084934 		    CHARITABLE 1,000

FRIENDSHIP HOUSE
FRIENDSHIP HOUSE
PO BOX 517
MT VERNON,WA98273 		    CHARITABLE 5,000

FRIENDSHIP HOUSE
FRIENDSHIP HOUSE
PO BOX 517
MT VERNON,WA98273 		    CHARITABLE 5,000

FRIENDS OF LIBERTY INC
FRIENDS OF LIBERTY INC
1168 EAST 100TH STREET
BROOKLYN,NY11236 		    CHARITABLE 8,000

FRIENDS OF LIBERTY INC
FRIENDS OF LIBERTY INC
1168 EAST 100TH STREET
BROOKLYN,NY11236 		    CHARITABLE 16,000

FRIENDS OF LIBERTY INC
FRIENDS OF LIBERTY INC
1168 EAST 100TH STREET
BROOKLYN,NY11236 		    CHARITABLE 16,000

HOLY CROSS MISSIONS
HOLY CROSS MISSIONS
PO BOX 543
NOTRE DAME,IN465560543 		    CHARITABLE 5,000

HOLY CROSS MISSIONS
HOLY CROSS MISSIONS
PO BOX 543
NOTRE DAME,IN465560543 		    CHARITABLE 5,000

HABITAT FOR HUMANITY - SKAGIT
HABITAT FOR HUMANITY - SKAGIT
PO BOX 2565
MT VERNON,WA98273 		    CHARITABLE 2,000

HABITAT FOR HUMANITY - SKAGIT
HABITAT FOR HUMANITY - SKAGIT
PO BOX 2565
MT VERNON,WA98273 		    CHARITABLE 2,000

HELPING HANDS FOOD BANK
HELPING HANDS FOOD BANK
PO BOX 632
SEDROWOOLLEY,WA98284 		    CHARITABLE 2,000

HELPING HANDS FOOD BANK
HELPING HANDS FOOD BANK
PO BOX 632
SEDROWOOLLEY,WA98284 		    CHARITABLE 2,000

INTERCOMMUNITY PEACE & JUSTICE CTR
INTERCOMMUNITY PEACE AND JUSTICE CTR
1216 NE 65TH ST
SEATTLE,WA98115 		    CHARITABLE 1,000

INTERCOMMUNITY PEACE & JUSTICE CTR
INTERCOMMUNITY PEACE AND JUSTICE CTR
1216 NE 65TH ST
SEATTLE,WA98115 		    CHARITABLE 1,000

KCTS PUBLIC BROADCASTING
KCTS CHANNEL 9
401 MERCER ST
SEATTLE,WA98109 		    PUBLIC BROADCASTING 500

KCTS PUBLIC BROADCASTING
KCTS CHANNEL 9
401 MERCER ST
SEATTLE,WA98109 		    PUBLIC BROADCASTING 500

KNKX 885 FM
KNKX 885 FM
930 BROADWAY
TACOMA,WA98402 		    PUBLIC BROADCASTING 500

KNKX 885 FM
KNKX 885 FM
930 BROADWAY
TACOMA,WA98402 		    PUBLIC BROADCASTING 500

LCMS WORLD MISSION
LCMS WORLD MISSION
1333 SOUTH KIRKWOOD RD
ST LOUIS,MO631227295 		    CHARITABLE 2,000

LCMS WORLD MISSION
LCMS WORLD MISSION
1333 SOUTH KIRKWOOD RD
ST LOUIS,MO631227295 		    CHARITABLE 2,000

LCMS WORLD RELIEF
LCMS WORLD RELIEF
1333 SOUTH KIRKWOOD RD
ST LOUIS,MO631227295 		    CHARITABLE 12,500

LCMS WORLD RELIEF
LCMS WORLD RELIEF
1333 SOUTH KIRKWOOD RD
ST LOUIS,MO631227295 		    CHARITABLE 12,500

LIGHTHOUSE MISSION MINISTRIES
LIGHTHOUSE MISSION MINISTRIES
PO BOX 548
BELLINGHAM,WA982270548 		    CHARITABLE 2,500

LIGHTHOUSE MISSION MINISTRIES
LIGHTHOUSE MISSION MINISTRIES
PO BOX 548
BELLINGHAM,WA982270548 		    CHARITABLE 2,500

LUTHERAN HOUR MINISTRIES
LUTHERAN HOUR MINISTRIES
660 MASON RIDGE CENTER DR
ST LOUIS,MO631418557 		    CHARITABLE 300

LUTHERAN HOUR MINISTRIES
LUTHERAN HOUR MINISTRIES
660 MASON RIDGE CENTER DR
ST LOUIS,MO631418557 		    CHARITABLE 300

LUTHERAN MINISTIRES SEATTLE
LUTHERAN MINISTRIES SEATTLE
7040 36TH AVE NE
SEATTLE,WA981155998 		    CHARITABLE 2,000

LUTHERAN MINISTRIES SEATTLE
LUTHERAN MINISTRIES SEATTLE
7040 36TH AVE NE
SEATTLE,WA981155998 		    CHARITABLE 2,000

MAYBELLE CENTER FOR COMMUNITY
MAYBELLE CENTER FOR COMMUNITY
121 NW 6TH ST
PORTLAND,OR97209 		    CHARITABLE 1,000

MAYBELLE CENTER FOR COMMUNITY
MAYBELLE CENTER FOR COMMUNITY
121 NW 6TH ST
PORTLAND,OR97209 		    CHARITABLE 1,000

MERCY BEYOND BORDERS
MERCY BEYOND BORDERS
1885 DE LA CRUZ BLVD 101
SANTA CLARA,CA95050 		    CHARITABLE 7,000

MERCY CORP
MERCY CORP
DEPT W
PO BOX 2669
PORTLAND,OR972082669 		    CHARITABLE 3,000

MERCY CORP
MERCY CORP
DEPT W
PO BOX 2669
PORTLAND,OR972082669 		    CHARITABLE 3,000

MERCY HOME FOR BOYS & GIRLS
MERCY HOME FOR BOYS & GIRLS
1140 W JACKSON BLVD
CHICAGO,IL60607 		    CHARITABLE 2,000

MERCY HOME FOR BOYS & GIRLS
MERCY HOME FOR BOYS & GIRLS
1140 W JACKSON BLVD
CHICAGO,IL60607 		    CHARITABLE 2,000

MERCY SHIPS
MERCY SHIPS INTL
PO BOX 1930
GARDEN VALLEY,TX757711930 		    CHARITABLE 2,000

MERCY SHIPS
MERCY SHIPS INTL
PO BOX 1930
GARDEN VALLEY,TX757711930 		    CHARITABLE 2,000

MISSIONARIES OF CHARITY
MISSIONARIES OF CHARITY
335 EAST 145TH ST
BRONX,NY10451 		    CHARITABLE 2,000

MISSIONARIES OF CHARITY
MISSIONARIES OF CHARITY
335 EAST 145TH ST
BRONX,NY10451 		    CHARITABLE 2,000

SEATTLE GOODWILL
SEATTLE GOODWILL
1765 6TH AVE S
SEATTLE,WA98134 		    CHARITABLE 1,000

SEATTLE GOODWILL
SEATTLE GOODWILL
1765 6TH AVE S
SEATTLE,WA98134 		    CHARITABLE 1,000

SKAGIT VALLEY COLLEGE FOUNDATION
SKAGIT VALLEY COLLEGE FOUNDATION
2405 E COLLEGE WAY
MOUNT VERNON,WA98273 		    SCHOLARSHIPS 9,000

SKAGIT VALLEY COLLEGE FOUNDATION
SKAGIT VALLEY COLLEGE FOUNDATION
2405 E COLLEGE WAY
MOUNT VERNON,WA98273 		    SCHOLARSHIPS 3,000

ST ANDRE BISSETTE CATHOLIC CHURCH
ST ANDRE BISSETTE CATHOLIC CHURCH
601 WEST BURNSIDE
PORTLAND,OR97209 		    CHARITABLE 1,000

ST ANDRE BISSETTE CATHOLIC CHURCH
ST ANDRE BISSETTE CATHOLIC CHURCH
601 WEST BURNSIDE
PORTLAND,OR97209 		    CHARITABLE 1,000

ST VINCENT DE PAUL OF SEATTLE
ST VINCENT DE PAUL OF SEATTLE
5950 4TH AVE S
SEATTLE,WA981083208 		    CHARITABLE 3,000

ST VINCENT DE PAUL SOCIETY - SEATT
ST VINCENT DE PAUL OF SEATTLE
5950 4TH AVE S
SEATTLE,WA981083208 		    CHARITABLE 3,000

UNICEF
UNICEF
125 MAIDEN LN FL 11
NEW YORK,NY10038 		    CHARITABLE 2,000

UNICEF
UNICEF
125 MAIDEN LN FL 11
NEW YORK,NY10038 		    CHARITABLE 2,000

UNION GOSPEL MISSION
UNION GOSPEL MISSION
PO BOX 202
SEATTLE,WA981110202 		    CHARITABLE 2,000

UNION GOSPEL MISSION
UNION GOSPEL MISSION
PO BOX 202
SEATTLE,WA981110202 		    CHARITABLE 2,000

USA FOR UNHCR
USA FOR UNHCR
1310 L ST NW STE 450
WASHINGTON,DC20005 		    CHARITABLE 5,000

USA FOR UNHCR
USA FOR UNHCR
1310 L ST NW STE 450
WASHINGTON,DC20005 		    CHARITABLE 5,000

WHITE CENTER FOOD ASSOCIATION
WHITE CENTER FOOD ASSOCIATION
10829 8TH AVE SW
SEATTLE,WA981462225 		    CHARITABLE 2,500

WHITE CENTER FOOD ASSOCIATION
WHITE CENTER FOOD ASSOCIATION
10829 8TH AVE SW
SEATTLE,WA981462225 		    CHARITABLE 2,500

WORLD VISION
WORLD VISION
PO BOX 9716
FEDERAL WAY,WA980639716 		    CHARITABLE 1,000

WORLD VISION
WORLD VISION
PO BOX 9716
FEDERAL WAY,WA980639716 		    CHARITABLE 1,000
Total .................................right arrow 3a 284,000
bApproved for future payment
Total ................................. right arrow 3b  
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 ........... 		    25 59  
4 Dividends and interest from securities ....     25 49,977  
5 Net rental income or (loss) from real estate:
aDebt-financed property...... 531110        
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 ............ 		    25 720,235  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   770,271  
13Total. Add line 12, columns (b), (d), and (e)..................
13
770,271
(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.)
4 SUPPORT CHARITABLE ORGANIZATIONS
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

TY 2022 AccountingFeesSchedule
Name:
MARTIN FAMILY FOUNDATION
EIN:
91-2089435
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION 965 965    

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

TY 2022 GainLossSaleOtherAssetsSch
Name:
MARTIN FAMILY FOUNDATION
EIN:
91-2089435
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
.5 SH ANNALY CAPITAL MANAGEMENT INC 2012-03 PURCHASE 2022-09   11 26     -15  
848.62 SH DFA US SOCIAL CORE EQTY 2   PURCHASE 2022-04   18,067 9,288     8,779  
344.469 SH DFA EMERG MKTS SOCIAL COR   PURCHASE 2022-04   4,840 4,350     490  
243.356 SH MFS INTL NEW DISCOVERY R6   PURCHASE 2022-09   6,945 7,789     -844  
269.103 SH PIMCO E/M LCL CUR & BD   PURCHASE 2022-04   1,467 2,114     -647  
3707.017 TIAA-CREF CORE IMPCT BD   PURCHASE 2022-05   35,254 35,372     -118  
4781.258 SH VANGUARD S/T BD INDEX   PURCHASE 2022-04   48,434 50,749     -2,315  
5483.068 SH COHEN & STEERS RL EST   PURCHASE 2022-04   112,348 95,191     17,157  
28057.851 SH DFA INTL SUSTAINABLILIT   PURCHASE 2022-04   315,931 247,821     68,110  
2258.946 SH DFA US SOCIAL CORE EQTY 2011-08 PURCHASE 2022-02   50,962 24,642     26,320  
15064.925 SH DFA US SOCIAL CORE EQTY   PURCHASE 2022-04   320,732 164,878     155,854  
5918.419 SH DFA INFLATION PROT SEC   PURCHASE 2022-04   74,099 71,350     2,749  
1223.098 SH DFA INFLATION PROT SEC 2019-11 PURCHASE 2022-09   14,078 14,731     -653  
14179.823 H DFA EMERG MKTS SOCIAL CO   PURCHASE 2022-04   199,226 179,072     20,154  
364.527 SH DELEWARE SMALL CAP VALUE 2016-08 PURCHASE 2022-09   25,284 19,688     5,596  
128 SH ISHARES JPMORGAN USD EMERGING 2021-08 PURCHASE 2022-09   10,703 12,885     -2,182  
1347.353 MFS INTL NEW DISCOVERY R6   PURCHASE 2022-04   42,900 43,126     -226  
3324.334 SH MFS INTL NEW DISCOVERY R   PURCHASE 2022-09   94,876 106,404     -11,528  
5941.884 SH PARNASSUS CORE EQUITY   PURCHASE 2022-04   331,379 213,396     117,983  
4320.349 SH PIMCO E/M LCL CUR & BND   PURCHASE 2002-04   23,546 33,934     -10,388  
7836.436 SH TIAA-CREF SOCIAL CHOICE   PURCHASE 2022-04   192,855 113,593     79,262  
833.333 SH TIAA-CREF SOCIAL CHOICE   PURCHASE 2022-09   18,958 12,080     6,878  
10.983 SH TIAA-CREF CORE IMPCT BD   PURCHASE 2022-05   104 105     -1  
19410.789 SH VANGUARD S/T BD INDEX   PURCHASE 2022-04   196,631 206,031     -9,400  
SW MULTIFAMILY PORTFOLIO FUND 2006-12 PURCHASE 2022-01   232,588 24,484     208,104  

TY 2022 InvestmentsCorpStockSchedule
Name:
MARTIN FAMILY FOUNDATION
EIN:
91-2089435
Name of Stock End of Year Book Value End of Year Fair Market Value
COHEN & STEERS RE SEC FD 101,312 88,863
DELEWARE SM CAP VALUE FD 79,110 99,344
DFA US SOCIAL CORE EQUITY 2 PORT    
ISHARES RUSSELL MID-CAP GROWTH ETF 119,865 111,021
ISHARES RUSSELL MID-CAP VALUE ETF 232,956 213,419
ISHARES RUSSELL TOP 200 GROWTH ETF 367,770 312,775
ISHARES RUSSELL TOP 200 VALUE ETF 242,693 237,076
PARNASSUS CORE EQUITY FD 223,158 283,601
TIAA-CREF SOCIAL CHOICE EQUITY FD 179,336 268,296
WASATCH SM CAP GROWTH FD 111,700 77,158
NAVIOS MARITIME HOLDINGS 5,033 235
BOEING CO 10,199 25,716
BRISTOL-MEYERS SQUIBB CO 10,169 21,585
COSTCO WHOLESALE CORP 6,630 25,108
GILEAD SCIENCES INC 4,278 4,293
TESLA INC 12,792 7,021
AGNC INVT CORP 58,378 22,925
ANNALY CAPITAL MANAGEMENT INC 4,089 1,623
MFS INTL NEW DISCOVERY    
DFA INTL SUSTAINABILIITY CORE 98,933 118,704
EUROPACIFIC GROWTH FUND 26,099 24,593
ISHARES CORE MSCI EAFE ETF 285,362 270,969
ISHARES CORE MSCI EMERGING MKTS ETF 153,287 138,559
ISHARES MSCI EAFE SMALL-CAP ETF 77,602 83,590
ISHARES MSCI INTL QUALITY FACTOR ETF 150,062 145,690
ISHARES JPMORGAN USD EMERGING MKTS 167,004 140,335
DFA EMERGING MARKETS SOCIAL CORE    
TIAA-CREF CORE IMPACT 74,774 72,695
DFA INFLATION PROTECTED SEC 216,588 195,380
CALVERT BOND I 236,211 206,737
PIMCO EMERGING LOCAL CURRENCY    
TIAA -CREF HIGH YIELD FD 250,884 219,222
JP MORGAN EMERGING MARKETS FD ETF    
VANGUARD SHORT-TERM BOND INDEX    
LORD ABBETT SHORT DURATION INC FD 154,451 148,352
FIDELITY NEW MARKET INC FD    

TY 2022 OtherAssetsSchedule
Name:
MARTIN FAMILY FOUNDATION
EIN:
91-2089435
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
SW MULTI FAMILY PORTFOLIO FUND 49,358    


TY 2022 OtherExpensesSchedule
Name:
MARTIN FAMILY FOUNDATION
EIN:
91-2089435
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
CHECK ORDER CHARGE 16 16    


TY 2022 OtherIncreasesSchedule
Name:
MARTIN FAMILY FOUNDATION
EIN:
91-2089435
Description Amount
NON-DIVIDEND DISTRIBUTIONS 1,744


TY 2022 OtherProfessionalFeesSchedule
Name:
MARTIN FAMILY FOUNDATION
EIN:
91-2089435
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TIAA ASSET MANAGEMENT FEES 18,721 18,721    


TY 2022 TaxesSchedule
Name:
MARTIN FAMILY FOUNDATION
EIN:
91-2089435
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
2021 US INCOME TAX 625      
2022 ESTIMATED TAXES 2,212      
ARIZONA STATE TAX FOR 2020 50      
FOREIGN TAXES 1,912 1,912