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Nonprofit · EIN 35-1070929

MARTIN FOUNDATION INC

Tax-exempt · NAPLES, FL 34105

Financials

$906K$2.6M2022$4.2M$2.4M2023$4.5M$2.7M2024
Revenue Expenses · by fiscal year end
Financials of MARTIN FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$4,536,166$2,726,480$1,809,686$38,693,245$0$38,693,245
June 30, 2024990-PF$4,228,261$2,430,972$1,797,289$37,202,025$0$37,202,025
June 30, 2023990-PF$906,277$2,620,101-$1,713,824$35,404,736$0$35,404,736
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$562,177
Dividends
$1,089,265
Interest
$14,720
Net gain from sales of assets
$2,878,324
Other income
-$8,320

Expenses

Grants and similar amounts paid
$2,280,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$2,332,003
Excise tax on investment income
$51,166

Balance sheet and other

Total assets, start of year
$37,202,025
Total assets, end of year
$38,693,245
Total liabilities, end of year
$0
Net assets, end of year
$38,693,245
Fair market value of assets
$53,685,875
Qualifying distributions
$2,332,003
Net investment income
$3,973,989

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
CASPER MARTIN
3200 BAILEY LN SUITE 199, NAPLES, FL 34105
TREASURER2$0
JENNIFER LMARTIN
3200 BAILEY LN SUITE 199, NAPLES, FL 34105
SECRETARY2$0
ELIZABETH LMARTIN
3200 BAILEY LN SUITE 199, NAPLES, FL 34105
PRESIDENT2$0
990-PF for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensation
CASPER MARTIN
3200 BAILEY LN SUITE 199, NAPLES, FL 34105
TREASURER2$0
JENNIFER LMARTIN
3200 BAILEY LN SUITE 199, NAPLES, FL 34105
SECRETARY2$0
ELIZABETH LMARTIN
3200 BAILEY LN SUITE 199, NAPLES, FL 34105
PRESIDENT2$0
990-PF for the year ended June 30, 2023: 3 people
NameTitleHours / weekCompensation
CASPER MARTIN
3200 BAILEY LN SUITE 199, NAPLES, FL 34105
TREASURER2$0
JENNIFER LMARTIN
3200 BAILEY LN SUITE 199, NAPLES, FL 34105
SECRETARY2$0
ELIZABETH LMARTIN
3200 BAILEY LN SUITE 199, NAPLES, FL 34105
PRESIDENT2$0

Address and contacts

Address (IRS master file)
3200 BAILEY LN STE 199, NAPLES, FL 34105-8506
Signed the 990-PF
ELIZABETH MARTIN, PRESIDENT
Phone
(239) 649-4543
Return prepared by
CLIFTONLARSONALLEN LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
35-1070929
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
1960
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$38,693,245
Income (IRS master file)
$15,415,550

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$4,536,166$2,726,480$38,693,245XML
990-PFJune 2024$4,228,261$2,430,972$37,202,025XML
990-PFJune 2023$906,277$2,620,101$35,404,736XML
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2019–––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 35-1070929).

Questions about MARTIN FOUNDATION INC

What is the EIN of MARTIN FOUNDATION INC?
The employer identification number (EIN) of MARTIN FOUNDATION INC is 35-1070929.
Is MARTIN FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1960.
Are donations to MARTIN FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARTIN FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of MARTIN FOUNDATION INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MARTIN FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of MARTIN FOUNDATION INC?
The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does MARTIN FOUNDATION INC have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $4,536,166, expenses of $2,726,480 and total assets of $38,693,245 at year end.

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