Civic Intelligence

The Gilbert J Martin Foundation a Charitable Trust

990T • Fiscal year 2020 • EIN 33-0002513

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
PO Box 90669San Diego, CA 92169

(858) 488-7544

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2011: $19,467,193Liabilities 2011: $9,847Net Assets 2011: $19,457,3462011Assets 2012: $35,650,885Liabilities 2012: $10,287,938Net Assets 2012: $25,362,9472012Assets 2013: $30,475,582Liabilities 2013: $7,814,338Net Assets 2013: $22,661,2442013Assets 2014: $24,975,718Liabilities 2014: $3,141,653Net Assets 2014: $21,834,0652014Assets 2015: $24,886,705Liabilities 2015: $2,981,927Net Assets 2015: $21,904,7782015Assets 2016: $22,375,213Liabilities 2016: $2,856,209Net Assets 2016: $19,519,0042016Assets 2017: $21,379,936Liabilities 2017: $3,053,024Net Assets 2017: $18,326,9122017Assets 2018: $21,189,988Liabilities 2018: $2,755,845Net Assets 2018: $18,434,1432018Assets 2019: $20,946,723Liabilities 2019: $2,924,193Net Assets 2019: $18,022,5302019Assets 2020: $19,182,076Liabilities 2020: $2,637,450Net Assets 2020: $16,544,6262020Assets 2021: $18,150,231Liabilities 2021: $2,491,084Net Assets 2021: $15,659,1472021Assets 2022: $18,955,404Liabilities 2022: $2,369,037Net Assets 2022: $16,586,3672022Assets 2024: $15,364,379Liabilities 2024: $94,737Net Assets 2024: $15,269,6422024

Latest loaded filing

2024

Assets$15,364,379
Liabilities$94,737
Net Assets$15,269,642
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2011: $544,4472011Expenses 2012: $3,592,3092012Revenue 2013: $2,778,159Expenses 2013: $5,479,862Net Income 2013: -$2,701,7032013Revenue 2014: $3,702,776Expenses 2014: $4,309,635Net Income 2014: -$606,8592014Revenue 2015: $3,816,940Expenses 2015: $3,673,937Net Income 2015: $143,0032015Revenue 2016: $1,957,908Expenses 2016: $4,247,137Net Income 2016: -$2,289,2292016Revenue 2017: $2,915,387Expenses 2017: $3,823,249Net Income 2017: -$907,8622017Revenue 2018: $3,431,771Expenses 2018: $3,294,246Net Income 2018: $137,5252018Revenue 2019: $3,209,350Expenses 2019: $3,305,866Net Income 2019: -$96,5162019Revenue 2020: $1,881,904Expenses 2020: $3,302,097Net Income 2020: -$1,420,1932020Revenue 2021: $3,142,332Expenses 2021: $4,012,059Net Income 2021: -$869,7272021Revenue 2022: $4,754,831Expenses 2022: $3,745,089Net Income 2022: $1,009,7422022Revenue 2024: $2,465,615Expenses 2024: $3,213,143Net Income 2024: -$747,5282024

Latest loaded filing

2024

Revenue$2,465,615
Expenses$3,213,143
Net Income-$747,528
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Gilbert J Martin Foundation
EIN
33-0002513
Phone
8584887544
Address
PO BOX 90669, SAN DIEGO, CA 92169

Signing Officer

Name
Roger Anderson
Title
Trustee
Phone
8584887544
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Considine & Considine
Address
8989 RIO SAN DIEGO DRIVE SUITE 250, SAN DIEGO, CA 92108
Preparer
Richard Hotz
Phone
6192311977
Raw XML Appendix118 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1041ScheduleI/AdjAlternativeMinTaxableIncAmt0157604
IRS1041ScheduleI/AdjustedRegularTaxAmt056281
IRS1041ScheduleI/AdjustedTotalIncomeAmt0157604
IRS1041ScheduleI/AlternativeMinimumTaxAmt00
IRS1041ScheduleI/AlternativeMinTaxableIncomeAmt0157604
IRS1041ScheduleI/EstateOrTrustShrLessExemptAmt0150405
IRS1041ScheduleI/MaximumCapitalGainsOrNetAmt039105
IRS1041ScheduleI/NetExemptionAmt07199
IRS1041ScheduleI/NetShareAltMinTaxbleIncomeAmt072804
IRS1041ScheduleI/NetShareAltMinTxblIncmXPctAmt018201
IRS1041ScheduleI/TentativeAlternativeMinTaxAmt039105
IRS990T/BooksInCareOfDetail/PersonNm0ROGER ANDERSON
IRS990T/BooksInCareOfDetail/PhoneNum08584887544
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0685 TURQUOISE ST
IRS990T/BooksInCareOfDetail/USAddress/CityNm0LA JOLLA
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd092037
IRS990T/BookValueAssetsEOYAmt019239787
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/EstimatedTaxPaymentsAmt025000
IRS990T/ExtsnRequestIncomeTaxPaidAmt030000
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt081956
IRS990T/OverpaymentSection/OverpaymentAmt081956
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt083237
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetUnrelatedDebtFincdIncmAmt0537190
IRS990TScheduleA/OtherDeductionsAmt0379586
IRS990TScheduleA/PrincipalBusinessActivityCd0531190
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt0379586
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt0537190
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0537190
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0537190
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0DEBT-FINANCED RENTAL REAL ESTATE ACTIVITIES
IRS990TScheduleA/UBIBeforeNOLDedAmt0157604
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0157604
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct00.62920
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt02445655
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt03886833
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt0853766
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt0537190
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/AddressLine1Txt016766 BERNARDO CENTER
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/CityNm0SAN DIEGO
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/StateAbbreviationCd0CA
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/ZIPCd092128
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt056281
IRS990T/TaxLessCreditsAmt056281
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0138237
IRS990T/TotalTaxAmt056281
IRS990T/TotalTaxComputationAmt056281
IRS990T/TotalUBTIAmt0156604
IRS990T/TotalUBTIBeforeNOLSpecificAmt0157604
IRS990T/TotalUBTIBeforeSection199AAmt0157604
IRS990T/TotalUBTIComputedAmt0157604
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08584887544
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GILBERT J MARTIN FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0A CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GILB
ReturnHeader/Filer/EIN0330002513
ReturnHeader/Filer/PhoneNum08584887544
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 90669
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092169
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952694444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CONSIDINE & CONSIDINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08989 RIO SAN DIEGO DRIVE SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092108
ReturnHeader/PreparerPersonGrp/PhoneNum06192311977
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD HOTZ
ReturnHeader/ReturnTs02021-11-15T18:05:38-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROGER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ANDERSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$0.09$15.3$2.47$3.21$0.75
2022Detailed filing. Detailed filing data is available for this year.$19.0$2.37$16.6$4.75$3.75$1.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.2$2.49$15.7$3.14$4.01$0.87
2020Detailed filing. Detailed filing data is available for this year.$19.2$2.64$16.5$1.88$3.30$1.42
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Detailed filing. Detailed filing data is available for this year.$20.9$2.92$18.0$3.21$3.31$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.2$2.76$18.4$3.43$3.29$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.4$3.05$18.3$2.92$3.82$0.91
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.4$2.86$19.5$1.96$4.25$2.29
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.9$2.98$21.9$3.82$3.67$0.14
2014Detailed filing. Detailed filing data is available for this year.$25.0$3.14$21.8$3.70$4.31$0.61
2013Detailed filing. Detailed filing data is available for this year.$30.5$7.81$22.7$2.78$5.48$2.70
2012Detailed filing. Detailed filing data is available for this year.$35.7$10.3$25.4$3.59
2011Detailed filing. Detailed filing data is available for this year.$19.5$0.01$19.5$0.54