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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE ROBIN B MARTIN FAMILY FOUNDATION
C/O BESSEMER TRUST
Number and street (or P.O. box number if mail is not delivered to street address)1271 Ave of Americas 42 FL
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10020
A Employer identification number

26-0684688
B Telephone number (see instructions)

(516) 508-9623
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$45,057,939
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 684,555 684,555  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,061,189
b Gross sales price for all assets on line 6a 17,444,159
7 Capital gain net income (from Part IV, line 2)... 3,061,189
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 1,572 1,572  
12 Total. Add lines 1 through 11........ 3,747,316 3,747,316  
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)....... 750 0   750
c Other professional fees (attach schedule).... 68,588 68,588   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 4,104 1,702   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 20,966 18,901   2,016
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 94,408 89,191   2,766
25 Contributions, gifts, grants paid....... 2,245,010 2,245,010
26 Total expenses and disbursements. Add lines 24 and 25 2,339,418 89,191   2,247,776
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,407,898
b Net investment income (if negative, enter -0-) 3,658,125
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 322,527 555,911 555,911
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   18,517    
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) 6,358,630 Click to see attachment
List of Attached Documents:
// Content
6,618,865
6,494,364
b Investments—corporate stock (attach schedule)....... 24,619,626 Click to see attachment
List of Attached Documents:
// Content
25,411,518
34,114,239
c Investments—corporate bonds (attach schedule)....... 3,782,118 Click to see attachment
List of Attached Documents:
// Content
3,801,019
3,730,720
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
29,761
Click to see attachment
List of Attached Documents:
// Content
149,768
Click to see attachment
List of Attached Documents:
// Content
162,705
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 35,131,179 36,537,081 45,057,939
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 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........ 35,131,179 36,537,081
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 35,131,179 36,537,081
30 Total liabilities and net assets/fund balances (see instructions). 35,131,179 36,537,081
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
35,131,179
2
Enter amount from Part I, line 27a .....................
2
1,407,898
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
36,539,077
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,996
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
36,537,081
Form 990-PF (2024)
Form 990-PF (2024)
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 PUBLICLY TRADED SECURITIES P    
c GAINS FROM PARTNERSHIP 5PE17 P    
d PUBLICLY TRADED SECURITIES P    
e Capital Gains Dividends P    
(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 5,757,123   5,735,629 21,494
b 10,769,675   8,647,341 2,122,334
c 5,290     5,290
d 805     805
e 911,266     911,266
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       21,494
b       2,122,334
c       5,290
d       805
e       911,266
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 3,061,189
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
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 50,848
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 50,848
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 50,848
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 27,653
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 57,653
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 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 6,805
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow6,805 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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
 
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 arrowDE
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 2024 or the taxable year beginning in 2024? 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
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 arrowBESSEMER TRUST Telephone no.right arrow (516) 508-9623

Located atright arrow1271 Ave of Americas 42 FLNEW YORKNY ZIP+4right arrow10020
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 2024, 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
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
THOMAS J HEALY JR DIRECTOR, SECRETARY
1.00
0 0 0
1271 AVENUE OF THE AMERICAS 42 FL
NEW YORK,NY10020
DOROTHY B MOORE DIRECTOR
1.00
0 0 0
1271 AVENUE OF THE AMERICAS 42 FL
NEW YORK,NY10020
CHRISTOPHER B MARTIN DIRECTOR
1.00
0 0 0
2121 R ST NW
WASHINGTON,DC200081908
DANA B MARTIN DIRECTOR
1.00
0 0 0
6813 MILLWOOD RD
BETHESDA,MD20817
CATHERINE M JAIN DIRECTOR
1.00
0 0 0
3729 COREY PLACE NW
WASHINGTON,DC200093218
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
43,961,572
b
Average of monthly cash balances.......................
1b
264,309
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
44,225,881
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
44,225,881
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
663,388
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
43,562,493
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,178,125
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
2,178,125
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
50,848
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
50,848
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,127,277
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,127,277
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
2,127,277
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
2,247,776
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
2,247,776
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 2,127,277
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 60,379
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,247,776
a Applied to 2023, but not more than line 2a 60,379
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 2024 distributable amount..... 2,127,277
e Remaining amount distributed out of corpus 60,120
5 Excess distributions carryover applied to 2024. 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 60,120
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
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) .......
0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
60,120
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 60,120
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

BESSEMER NATIONAL GIFT FUND FOR CATHERINE AND BRIAN MARTIN

100 WOODBRIDGE CENTER DR
WOODBRIDGE,NJ07095
N/A PUBLIC CHARITY GENERAL SUPPORT 200,000

BESSEMER NATIONAL GIFT FUND FOR CHRISTOPHER AND SARAH MARTIN

100 WOODBRIDGE CENTER DR
WOODBRIDGE,NJ07095
N/A PUBLIC CHARITY GENERAL SUPPORT 100,000

BESSEMER NATIONAL GIFT FUND FOR DANA AND SHANNON MARTIN

100 WOODBRIDGE CENTER DR
WOODBRIDGE,NJ07095
N/A PUBLIC CHARITY GENERAL SUPPORT 100,000

CHARITABLE DISTRIBUTIONS PAID THROUGH PARTNERSHIP

1271 AVENUE OF THE AMERICAS
NEW YORK,NY10020
N/A EXEMPT OPERATIONAL SUPPORT 10

CHRISTOPHER AND SARAH MARTIN FUND

100 WOODBRIDGE CENTER DR
WOODBRIDGE,NJ07095
N/A PUBLIC CHARITY GENERAL SUPPORT 200,000

CITYBRIDGE EDUCATION

7701 WOODMONT AVENUE SUITE 809
BETHESDA,MD20814
N/A PUBLIC CHARITY GENERAL SUPPORT 150,000

FOODS AND FRIENDS

219 RIGGS ROAD NE
WASHINGTON,DC20011
N/A PUBLIC CHARITY GENERAL SUPPORT 400,000

GREATER WASHINGTON COMMUNITY

PO BOX 49010
BALTIMORE,MD212974910
N/A PUBLIC CHARITY GENERAL SUPPORT 175,000

HORTON'S KIDS

400 VIRGINIA AVE SW SUITE C130
WASHINGTON,DC20024
N/A PUBLIC CHARITY GENERAL SUPPORT 300,000

MARCH OF DIMES

515 MADISON AVE 20th FLOOR
NEW YORK,NY10022
N/A PUBLIC CHARITY GENERAL SUPPORT 400,000

UNIVERSITY OF MARYLAND

7901 REGENTS DRIVE
COLLEGE PARK,MD20742
N/A PUBLIC CHARITY GENERAL SUPPORT 220,000
Total .................................right arrow 3a 2,245,010
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ...........
         
4 Dividends and interest from securities ....     14 684,555  
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 .....     01 1,572  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 3,061,189  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 3,747,316 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,747,316
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE ROBIN B MARTIN FAMILY FOUNDATION
 
C/O BESSEMER TRUST
EIN:
26-0684688
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FINANCIAL SERVICE FEES 750 0   750

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE ROBIN B MARTIN FAMILY FOUNDATION
 
C/O BESSEMER TRUST
EIN:
26-0684688
Name of Bond End of Year Book Value End of Year Fair Market Value
73000.00 ENERGY TRANSFER PARTNERS 78,065 72,878
100000.00 FIFTH THIRD BANCORP 104,915 103,707
55000.00 JPMORGAN CHASE & CO 58,760 53,543
119000.00 TEXAS INSTRUMENTS INC 100,540 101,833
99000.00 COREBRIDGE FINANCIAL INC 100,618 100,842
100000.00 DTE ENERGY CO 100,745 100,387
105000.00 GEORGIA POWER CO 104,884 103,293
100000.00 AMERICAN TOWER CORP 99,622 99,406
100000.00 CITIGROUP INC 103,566 96,815
105000.00 GOLDMAN SACHS GROUP INC 104,925 102,851
100000.00 HUNTINGTON BANCSHARES 100,128 100,006
95000.00 PUBLIC SERVICE ENTERPRIS 95,078 97,991
97000.00 BANK OF AMERICA CORP 97,177 95,152
90000.00 CHARLES SCHWAB CORP 90,281 82,474
97000.00 TRUIST FINANCIAL CORP 97,084 98,533
80000.00 US BANCORP 80,000 64,949
100000.00 AIR LEASE CORP 99,082 102,523
113000.00 BP CAP MARKETS AMERICA 112,483 109,030
100000.00 DIAMONDBACK ENERGY INC 101,980 100,195
100000.00 CISCO SYSTEMS INC 100,468 100,330
105000.00 MORGAN STANLEY 110,357 104,460
105000.00 MARSH & MCLENNAN COS INC 104,551 103,726
105000.00 MICROCHIP TECHNOLOGY INC 105,064 104,641
95000.00 AMERICAN EXPRESS CO 95,073 96,177
101000.00 PACIFIC GAS & ELECTRIC 101,990 102,636
110000.00 BROADCOM INC 110,009 110,410
111000.00 ELEVANCE HEALTH INC 111,224 109,954
37000.00 TOYOTA MOTOR CREDIT CORP 37,877 37,563
107000.00 FLORIDA POWER & LIGHT CO 105,959 105,934
43000.00 CVS HEALTH CORP 42,876 42,013
125000.00 MARRIOTT INTERNATIONAL 109,545 110,267
97000.00 SOUTHERN CAL EDISON 97,154 99,301
81000.00 CAPITAL ONE FINANCIAL CO 78,606 81,582
101000.00 L3HARRIS TECH INC 101,027 101,133
75000.00 SABINE PASS LIQUEFACTION 77,014 75,726
99000.00 SOUTHWEST AIRLINES CO 98,545 99,516
52000.00 JPMORGAN CHASE & CO 52,269 47,222
115000.00 PUBLIC STORAGE 115,057 104,888
80000.00 PAYPAL HOLDINGS INC 80,611 73,103
25000.00 BHP BILLITON FIN USA LTD 24,866 25,235
25000.00 SUMITOMO MITSUI FINL GRP 25,693 24,239
85000.00 PFIZER INVESTMENT ENTER 85,251 84,256

TY 2024 InvestmentsCorpStockSchedule
Name:
THE ROBIN B MARTIN FAMILY FOUNDATION
 
C/O BESSEMER TRUST
EIN:
26-0684688
Name of Stock End of Year Book Value End of Year Fair Market Value
200.00 ALPHABET INC CLASS C 22,299 38,088
515.00 VERIZON COMMUNICATIONS 27,471 20,594
430.00 COMCAST CORP CL A NEW 15,913 16,137
554.00 META PLATFORMS INC 109,473 324,372
2540.00 ALPHABET INC CLASS C 229,137 483,717
880.00 TAKE-2 INTERACTIVE 113,970 161,990
506.00 LIVE NATION ENTERTMNT INC 41,143 65,527
15.00 O'REILLY AUTO INC NEW 18,935 17,787
200.00 AMAZON.COM INC 32,208 43,878
28.00 LVMH MOET HENNESSY VUITTON 19,984 18,486
115.00 HOME DEPOT 36,255 44,733
135.00 LOWES COS INC 26,185 33,318
310.00 DOLLARAMA INC 20,824 30,214
650.00 CHIPOTLE MEXICAN GRILL 23,162 39,195
100.00 HILTON WORLDWIDE HOLDINGS 12,113 24,716
54.00 POOL CORP 18,691 18,410
12.00 AUTOZONE INC 30,509 38,424
2095.00 AMAZON.COM INC 193,842 459,622
500.00 HILTON WORLDWIDE HOLDINGS 41,967 123,580
390.00 LOWES COS INC 83,036 96,252
481.00 WYNDHAM HOTELS & RESORTS 40,701 48,479
58.00 O'REILLY AUTO INC NEW 62,772 68,776
159.00 LVMH MOET HENNESSY VUITTON 85,750 104,974
64.00 MERCADOLIBRE INC 79,534 108,828
885.00 DOLLARAMA INC 24,673 86,258
308.00 COCA-COLA COMPANY 16,397 19,176
470.00 US FOODS HOLDING CORP 27,314 31,706
1845.00 WALMART INC 89,068 166,695
1643.00 US FOODS HOLDING CORP 45,712 110,836
107.00 COSTCO WHSL CORP NEW 51,423 98,040
833.00 BJ'S WHOLESALE CLUB HOLDIN 51,242 74,428
2390.00 ALIMENTATION COUCHE-TARD I 118,189 132,381
134886.33 OW CREDIT INCOME FUND 1,230,051 1,057,508
3095.00 SCHLUMBERGER LTD 165,307 118,662
190.00 SPDR S&P OIL & GAS EXPLORA 25,634 25,150
1665.00 CONOCOPHILLIPS 143,369 165,118
1725.00 MITSUBISHI UFJ FINL GRP 18,129 20,249
380.00 TRUIST FINANCIAL CORP 22,002 16,484
120.00 WEX INC 16,688 21,038
1400.00 ING GROEP NV 17,978 22,005
70.00 VISA INC 15,432 22,122
67.00 GALLAGER ARTHUR J & CO 19,032 19,017
282.00 RYAN SPECIALTY HOLDNGS INC 19,096 18,093
90.00 MORGAN STANLEY GRP INC 9,048 11,314
210.00 JPMORGAN CHASE & CO 29,066 50,339
29.00 S&P GLOBAL INC. 9,610 14,442
280.00 METLIFE INC COM 17,065 22,926
255.00 LONDON STOCK EXCHANGE 25,305 36,019
730.00 BANK OF AMERICA CORP 27,511 32,083
95.00 MASTERCARD CL A 35,170 50,024
237.00 NASDAQ INC. 19,092 18,322
190.00 PRUDENTIAL FINANCIAL 20,208 22,520
910.00 FISERV INC 141,865 186,932
990.00 JPMORGAN CHASE & CO 147,961 237,312
175.00 S&P GLOBAL INC. 45,087 87,155
330.00 SPDR S&P REGIONAL BK ETF 22,168 19,915
4740.00 BANK OF AMERICA CORP 126,654 208,323
1355.00 INTERCONTINENTAL EXCHG INC 148,299 201,908
563.00 APOLLO GLOBAL MANAGEMENT I 84,855 92,985
269.00 MSCI INC 158,364 161,402
2736.00 BROOKFIELD CORPORATION 124,049 157,183
1200.00 RYAN SPECIALTY HOLDNGS INC 55,523 76,992
231.00 WEX INC 29,266 40,498
707.00 TRADEWEB MARKETS INC 47,565 92,560
1127.00 VISA INC 174,355 356,177
1151.00 NASDAQ INC. 41,416 88,983
100.00 ASTRAZENECA PLC 11,026 13,102
79.00 STERIS PLC 19,603 16,239
120.00 CSL 20,978 20,902
49.00 UNITEDHEALTH GROUP INC 18,617 24,787
160.00 ABBVIE INC 24,207 28,432
240.00 MERCK & CO INC NEW 20,825 23,875
35.00 LILLY ELI & CO 20,670 27,020
205.00 AGILENT TECHNOLOGIES 26,699 27,539
54.00 ICON PLC 16,847 11,324
122.00 DANAHER CORP 28,637 28,005
504.00 DANAHER CORP 75,538 115,693
83.00 IDEXX LABS CORP 37,209 34,315
246.00 MCKESSON CORP 131,836 140,197
212.00 MEDPACE HOLDINGS 63,786 70,432
541.00 UNITEDHEALTH GROUP INC 172,438 273,670
525.00 CENCORA INC 103,194 117,957
667.00 COOPER COS INC/THE 47,173 61,317
411.00 STERIS PLC 61,151 84,485
271.00 THERMO FISHER SCIENTIFIC 84,912 140,982
3401.00 AVANTOR INC 86,334 71,659
75.00 QUANTA SERVICES INC 14,457 23,703
280.00 CORE & MAIN INC 16,675 14,254
356.00 PENTAIR PLC 38,371 35,827
177.00 WASTE MANAGEMENT INC NEW 38,266 35,716
95.00 EQUIFAX INC 22,190 24,210
450.00 HITACHI LTD 10,804 11,265
543.00 BOOZ ALLEN HAMILTON HLDGS 59,419 69,884
256.00 EQUIFAX INC 35,997 65,241
1190.00 COPART INC 32,676 68,294
377.00 BWX TECHNOLOGIES INC 34,379 41,994
168.00 CARLISLE COS 32,762 61,965
228.00 EATON CORP PLC 32,260 75,666
193.00 OLD DOMINION FREIGHT 42,105 34,045
397.00 CLEAN HARBORS INC 55,990 91,365
1225.00 CORE & MAIN INC 56,731 62,364
2000.00 TRANSUNION 131,191 185,420
207.00 NORTHROP GRUMMAN CORP 79,273 97,143
1710.00 ASHTEAD GROUP 113,015 106,270
1215.00 HOWMET AEROSPACE INC 41,966 132,884
142.00 SAIA INC COM 42,083 64,713
1487.00 WILLSCOT HOLDINGS CORP 69,933 49,740
195.00 BUILDERS FIRSTSOURCE INC 39,154 27,871
1020.00 NVIDIA CORP 14,181 136,975
34.00 GARTNER INC CL A 14,996 16,471
40.00 NXP SEMICONDUCTORS NV 9,629 8,314
160.00 BROADCOM INC 14,626 37,094
43.00 ASML HOLDING 27,505 30,319
104.00 TEXAS INSTRUMENTS INC 20,441 19,501
160.00 KEYSIGHT TECHNOLOGIES INC 23,417 25,700
85.00 MOTOROLA SOLUTIONS INC 16,358 39,289
287.00 MICROSOFT CORP 71,563 120,970
375.00 APPLE INC 47,220 93,907
119.00 CADENCE DESIGN SYSTEMS INC 17,247 35,754
416.00 CDW CORP/DE 54,195 72,400
515.00 KEYSIGHT TECHNOLOGIES INC 81,520 82,724
355.00 NXP SEMICONDUCTORS NV 85,875 73,786
327.00 GARTNER INC CL A 120,079 158,421
1590.00 MARVELL TECHNOLOGY INC 77,297 175,615
3965.00 NVIDIA CORP 100,285 532,459
3618.00 CCC INTELLIGENT SOLUTIONS 41,952 42,439
114.00 ASML HOLDING 51,125 80,381
1450.00 FORTINET INC 99,139 136,996
42.00 ASM INTERNATIONAL NV 12,410 24,382
630.00 BROADCOM INC 101,953 146,059
427.00 NICE LTD ADR 76,406 72,521
389.00 MOTOROLA SOLUTIONS INC 98,108 179,807
285.00 MANHATTAN ASSOCIATES INC 54,548 77,018
1384.00 MICROSOFT CORP 164,633 583,356
475.00 APPLIED MATERIALS 80,688 77,249
2184.00 APPLE INC 155,562 546,917
38.00 CONSTELLATION SOFTWARE 96,253 117,356
424.00 ENTEGRIS INC 54,602 42,001
758195.94 OW LARGE CAP STRATEGIES FD 10,981,409 15,035,025
210.00 CORTEVA INC 13,023 11,961
390.00 CRH PLC 33,517 36,082
995.00 CRH PLC 68,218 92,057
110.00 SIMON PROP GROUP 14,562 18,943
85.00 SBA COMMUNICATIONS CORP 16,776 17,323
374.00 PROLOGIS INC 41,115 39,531
213.00 SBA COMMUNICATIONS CORP 45,530 43,409
644.00 CBRE GROUP INC 84,750 84,550
316429.59 OW SMALL & MIDCAP STRAT FD 4,837,016 5,062,873
335.00 NEXTERA ENERGY INC 25,851 24,016
1240.00 AMEREN CORP 90,523 110,533
1285.00 NEXTERA ENERGY INC 97,271 92,121
350.00 UTILITIES SELECT SECT SPDR 24,655 26,491

TY 2024 InvestmentsGovtObligationsSch
Name:
THE ROBIN B MARTIN FAMILY FOUNDATION
 
C/O BESSEMER TRUST
EIN:
26-0684688
US Government Securities - End of Year Book Value:

6,618,865
US Government Securities - End of Year Fair Market Value:

6,494,364
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 OtherAssetsSchedule
Name:
THE ROBIN B MARTIN FAMILY FOUNDATION
 
C/O BESSEMER TRUST
EIN:
26-0684688
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
35518.26 5TH AVE PRIV EQUITY 17 T1 29,761 149,768 162,705


TY 2024 OtherDecreasesSchedule
Name:
THE ROBIN B MARTIN FAMILY FOUNDATION
 
C/O BESSEMER TRUST
EIN:
26-0684688
Description Amount
5PE17 PASSIVE LOSS 1,896
WASH SALE FROM PRIOR YEAR 100


TY 2024 OtherExpensesSchedule
Name:
THE ROBIN B MARTIN FAMILY FOUNDATION
 
C/O BESSEMER TRUST
EIN:
26-0684688
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE PREMIUM 2,016 0   2,016
EXPENSES THROUGH 5PE17 16,336 16,336   0
INTEREST EXPENSES THROUGH 5PE17 2,565 2,565   0
NONDEDUCTIBLE EXPENSES 49 0   0


TY 2024 OtherIncomeSchedule2
Name:
THE ROBIN B MARTIN FAMILY FOUNDATION
 
C/O BESSEMER TRUST
EIN:
26-0684688
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
HEDGE FUND 5PE17 INTEREST 1,572 1,572 1,572


TY 2024 OtherProfessionalFeesSchedule
Name:
THE ROBIN B MARTIN FAMILY FOUNDATION
 
C/O BESSEMER TRUST
EIN:
26-0684688
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT SERVICES FEE 68,588 68,588   0


TY 2024 TaxesSchedule
Name:
THE ROBIN B MARTIN FAMILY FOUNDATION
 
C/O BESSEMER TRUST
EIN:
26-0684688
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 500 0   0
FOREIGN TAX CREDIT 1,702 1,702   0
FOREIGN TAX WH IN EXCESS OF TREATY 1,902 0   0