The Carter Martinez Charitable Trust, Martinez Alex Et Al Ttee in Greenwood Vlg, Colorado (CO)

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The Carter Martinez Charitable Trust, Martinez Alex Et Al Ttee
Employer Identification Number (EIN)137186558
Name of OrganizationThe Carter Martinez Charitable Trust
Secondary NameMartinez Alex Et Al Ttee
In Care of NameKatherine Carter Martinez
Address5395 S Logan Dr, Greenwood Vlg, CO 80121-1213
SubsectionCharitable Organization
Ruling Date11/2001
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2012
Assets$100,000 to $499,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$493,119
Amount of Income$38,567
Form 990 Revenue Amount$13,209
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations

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Amount of income in 2012: $38,567 (it was $345,302 in 2011)
The Carter Martinez Charitable Trust, Martinez Alex Et Al Ttee: 

Other organizations performing similar types of work: 


Assets in 2012: $493,119 (it was $521,248 in 2011)
The Carter Martinez Charitable Trust, Martinez Alex Et Al Ttee: 

Other organizations performing similar types of work: 


Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$13,209$13,209$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$3
Dividends and interest from securities$12,909
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$27,841$750$0$26,250
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$1,841$750$250
Contributions, gifts, grants paid$26,000
Excess of revenue over expenses and disbursements$-14,632
Net investment income$12,459
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$493,119$493,119
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$0
Investments-corporate bonds$158,564
Investments-mortgage loans$0
Total liabilities$0
Total liabilities and net assets/fund balances$493,119
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$297
Net capital loss$0
Excise Tax Based on Investment Income (for 2012)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$249
Total credits and payments$0
Any penalty for underpayment of estimated tax$0
Tax due$249
Amount to be credited to 2013 estimated tax$0
Statements Regarding Activities (for 2012)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
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 2012 or the taxable year beginning in 2012?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2012)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2012)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$508,356
Net value of noncharitable-use assets$500,740
Minimum investment return$25,037
Distributable Amount (for 2012)
Distributable amount$24,788
Undistributed Income (for 2012)
Distributable amount for 2012$24,788
Undistributed income for 2012. This amount must be distributed in 2013$0
Private Operating Foundations (for 2012)
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1The Sprout Foundation1601 Arapahoe St Ste 800, Denver, CO 80202-2064CO2005-05$10,234,013
2Woods Charitable Foundation210 University Blvd Ste 410, Denver, CO 80206-4618CO2004-05$10,062,049
3Walsh Family FoundationPO BOX 1828, Sterling, CO 80751-7828CO2009-03$7,200,000
4Wessell Family Foundation, Dba Bright Mountain Foundation1470 Walnut St Ste 201, Boulder, CO 80302-5335CO2000-04$6,656,304
5Whispering Fox Foundation3225 Templeton Gap Rd Ste 105, Colorado Spgs, CO 80907-8729CO2007-08$3,492,428
6Calerich Family FoundationPO BOX 1571, Eastlake, CO 80614-1571CO2011-05$3,270,701
7Titus Foundation3600 S Yosemite St Ste 600, Denver, CO 80237-1829CO2005-09$1,499,405
8Rockwise Foundation11525 Howells Rd, Colorado Spgs, CO 80908-3735CO2009-03$1,101,609
9Ssb Charitable Foundation1330 Timber Valley Rd, Colorado Spgs, CO 80919-2812CO2007-06$940,238
10Sheila Fortune Foundation2135 4th St, Boulder, CO 80302-4901CO1999-01$722,590
11With A Childs Heart Foundation858 W Happy Canyon Rd Ste 200, Castle Rock, CO 80108-3917CO2000-02$707,023
12The Donnell Initiative Fund1866 Vine St, Denver, CO 80206-1122CO2000-10$674,125
13Saponas Foundation5630 Butler Ct, Colorado Spgs, CO 80918-8121CO2006-05$633,222
14Silver Lining Foundation600 17th St Ste 1700n, Denver, CO 80202-5417CO2005-12$616,021
15The Eric T And Elizabeth C Jacobsen Foundation1700 Lincoln St Ste 2550, Denver, CO 80203-4502CO2000-10$602,035
16Hopes Enduring Flame Foundation4711 S Xenia St, Denver, CO 80237-2952CO2011-04$596,488
17Sabrina Merage Foundation18 Inverness Pl E, Englewood, CO 80112-5622CO2008-12$485,012
18Hoops Family Foundation8328 Valmont Rd, Boulder, CO 80301-4813CO2011-06$476,900
19Wayne Swanson Charitable Fund, Dennis And Joy Swanson TteePO BOX 771195, Steamboat Spr, CO 80477-1195CO2010-07$328,848
20Susan And Eric Sipf Familyfoundation Inc3700 S Gilpin St, Englewood, CO 80113-4013CO2009-02$320,541
21The 1040 FoundationPO BOX 65, Boulder, CO 80306-0065CO2003-06$301,898
22Zarlengo Foundation7100 W 44th Ave Ste 101, Wheat Ridge, CO 80033-4701CO2002-02$295,799
23Staky Foundation5310 S Geneva St, Englewood, CO 80111-6205CO2007-09$294,120
24Zanin Family Foundation308 Mcskimming Rd, Aspen, CO 81611-2217CO2000-11$285,959
25Scoma Foundation492 S Youngfield Ct, Lakewood, CO 80228-2514CO2007-11$267,630
26Jeremy And Angie Flug Foundation370 17th St Ste 5150, Denver, CO 80202-5649CO2010-12$260,005
27Smith Family Legacy FoundationPO BOX 861, Morrison, CO 80465-0861CO2007-06$211,982
28Timothy And Bernadette Marquez FdnPO BOX 44354, Denver, CO 80201-4354CO2006-01$207,290
29Shalom Nefesh Foundation2020 S Oneida St Ste 210, Denver, CO 80224-2449CO2005-06$200,836
30Best Pets FoundationPO BOX 12660, Denver, CO 80212-0660CO2010-02$174,703
Number of organizations performing similar types of work
District of Columbia99
North Carolina473
North Dakota13
New Hampshire63
New Jersey816
New Mexico71
New York2,349
Rhode Island165
South Carolina127
South Dakota31
West Virginia44
Total19,416 is not associated with, endorsed by, or sponsored by The Carter Martinez Charitable Trust, Martinez Alex Et Al Ttee and has no official or unofficial affiliation with The Carter Martinez Charitable Trust, Martinez Alex Et Al Ttee