Nonprofit · EIN 20-3945158
DAVID & SUSAN MARTIN FOUNDATION INC
Tax-exempt · OAKLAND, CA 94612
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $184,659 | $242,926 | -$58,267 | $3,728,638 | $0 | $3,728,638 |
| December 31, 2024 | 990-PF | $645,855 | $189,563 | $456,292 | $3,785,721 | $0 | $3,785,721 |
| December 31, 2023 | 990-PF | $199,951 | $210,664 | -$10,713 | $3,699,315 | $0 | $3,699,315 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $111,815
- Net gain from sales of assets
- $72,844
Expenses
- Grants and similar amounts paid
- $192,549
- Disbursements for charitable purposes
- $202,805
- Excise tax on investment income
- $2,215
Balance sheet and other
- Total assets, start of year
- $3,785,721
- Total assets, end of year
- $3,728,638
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,728,638
- Fair market value of assets
- $4,293,566
- Qualifying distributions
- $202,805
- Net investment income
- $184,659
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Katherine L Osler 1970 Broadway 745, Oakland, CA 94612 | Co-President | 1 | $0 |
| Annabel R Siri 1970 Broadway 745, Oakland, CA 94612 | Co-President | 1 | $0 |
| Stephen E Siri 1970 Broadway 745, Oakland, CA 94612 | Secretary/Direc | 1 | $0 |
| Justin H Osler 1970 Broadway 745, Oakland, CA 94612 | CFO/Director | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Katherine L Osler 1970 Broadway 745, Oakland, CA 94612 | Co-President | 1 | $0 |
| Annabel R Siri 1970 Broadway 745, Oakland, CA 94612 | Co-President | 1 | $0 |
| Stephen E Siri 1970 Broadway 745, Oakland, CA 94612 | Secretary/Direc | 1 | $0 |
| Justin H Osler 1970 Broadway 745, Oakland, CA 94612 | CFO/Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE L OSLER 2056 MADRONA AVENUE, SAINT HELENA, CA 94574 | CO-PRESIDENT/DIRECTOR | 1 | $0 |
| ANNABEL R SIRI 2056 MADRONA AVENUE, SAINT HELENA, CA 94574 | CO-PRESIDENT/DIRECTOR | 1 | $0 |
| STEPHEN E SIRI 2056 MADRONA AVENUE, SAINT HELENA, CA 94574 | SECRETARY/DIRECTOR | 1 | $0 |
| JUSTIN H OSLER 2056 MADRONA AVENUE, SAINT HELENA, CA 94574 | CFO/DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1970 BROADWAY STE 745, OAKLAND, CA 94612-2219
- In care of
- % MICHELLE HOFFMAN
- Signed the 990-PF
- Katherine L Osler, Co-President
- Phone
- (310) 474-7379
- Return prepared by
- Comyns Smith McCleary & Deaver LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 20-3945158 or by the name DAVID & SUSAN MARTIN FOUNDATION INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-3945158
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,728,638
- Income (IRS master file)
- $723,949
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $184,659 | $242,926 | $3,728,638 | XML |
| 990-PF | December 2024 | $645,855 | $189,563 | $3,785,721 | XML |
| 990-PF | December 2023 | $199,951 | $210,664 | $3,699,315 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-3945158).
Questions about DAVID & SUSAN MARTIN FOUNDATION INC
- What is the EIN of DAVID & SUSAN MARTIN FOUNDATION INC?
- The employer identification number (EIN) of DAVID & SUSAN MARTIN FOUNDATION INC is 20-3945158.
- Is DAVID & SUSAN MARTIN FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to DAVID & SUSAN MARTIN FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVID & SUSAN MARTIN FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVID & SUSAN MARTIN FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DAVID & SUSAN MARTIN FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of DAVID & SUSAN MARTIN FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does DAVID & SUSAN MARTIN FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $184,659, expenses of $242,926 and total assets of $3,728,638 at year end.
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