David & Susan Martin Foundation Inc

Oakland, CA
Tax-exempt since March 2006
EIN: 20-3945158

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$646k (2024)

Expenses

$190k (2024)

Total Assets

$3.79M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$645,855

Expenses

$189,563

Net Income

$456,292

Net Assets

$3,785,721

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$122,665	19.0%
Sales of Assets	$523,190	81.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$161,621	85.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,785,721
Total Liabilities	$0
Net Assets	$3,785,721

Compensation

Key Employees and Officers	Compensation	Other
Katherine L Osler (Co President)	$0	$0
Annabel R Siri (Co President)	$0	$0
Stephen E Siri (Secretary/Direc)	$0	$0
Justin H Osler (Cfo/Director)	$0	$0

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990-PF

Filed on Feb. 27, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$199,951

Expenses

$210,664

Net Income

-$10,713

Net Assets

$3,699,315

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$907	0.5%
Dividends	$123,681	61.9%
Sales of Assets	$75,363	37.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$187,970	89.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,699,315
Total Liabilities	$0
Net Assets	$3,699,315

Compensation

Key Employees and Officers	Compensation	Other
Katherine L Osler (Co President/Director)	$0	$0
Annabel R Siri (Co President/Director)	$0	$0
Stephen E Siri (Secretary/Director)	$0	$0
Justin H Osler (Cfo/Director)	$0	$0

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990-PF

Filed on April 22, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$3,042,752

Expenses

$32,800

Net Income

$3,009,952

Net Assets

$3,514,407

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,010,000	98.9%
Interest Revenue	$2,784	0.1%
Dividends	$8,821	0.3%
Sales of Assets	$21,147	0.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,002	91.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,514,407
Total Liabilities	$0
Net Assets	$3,514,407

Compensation

Key Employees and Officers	Compensation	Other
Katherine L Osler (Co President/Director)	$0	$0
Annabel R Siri (Co President/Director)	$0	$0
Stephen E Siri (Secretary/Director)	$0	$0
Justin H Osler (Cfo/Director)	$0	$0

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990-PF

Filed on Oct. 27, 2023

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2021

Revenue

$28,406

Expenses

$69,846

Net Income

-$41,440

Net Assets

$624,204

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$9,819	34.6%
Sales of Assets	$18,582	65.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,809	94.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$624,204
Total Liabilities	$0
Net Assets	$624,204

Compensation

Key Employees and Officers	Compensation	Other
Katherine L Osler (Co President/Director)	$0	$0
Annabel R Siri (Co President/Director)	$0	$0
Stephen E Siri (Secretary/Director)	$0	$0
Justin H Osler (Cfo/Director)	$0	$0
J David Martin (President/Director)	$0	$0

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990-PF

Filed on April 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$71,677

Expenses

$175,945

Net Income

-$104,268

Net Assets

$622,851

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.0%
Dividends	$7,410	10.3%
Sales of Assets	$64,257	89.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$172,603	98.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$622,852
Total Liabilities	$1
Net Assets	$622,851

Compensation

Key Employees and Officers	Compensation	Other
J David Martin (President/Director)	$0	$0
Katherine L Osler (Cfo/Director)	$0	$0
Annabel R Siri (Secretary/Director)	$0	$0

990-PF

Filed on April 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$17,690

Expenses

$75,994

Net Income

-$58,304

Net Assets

$755,213

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24	0.1%
Dividends	$13,214	74.7%
Sales of Assets	$4,452	25.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$72,470	95.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$755,214
Total Liabilities	$1
Net Assets	$755,213

Compensation

Key Employees and Officers	Compensation	Other
J David Martin (President/Director)	$0	$0
Katherine L Osler (Cfo/Director)	$0	$0
Annabel R Siri (Secretary/Director)	$0	$0

990-PF

Filed on April 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2018

Revenue

$64,508

Expenses

$76,258

Net Income

-$11,750

Net Assets

$726,157

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$47,200	73.2%
Interest Revenue	$0
Dividends	$15,080	23.4%
Sales of Assets	$2,171	3.4%
Other Income	$57	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,486	93.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$726,157
Total Liabilities	$0
Net Assets	$726,157

Compensation

Key Employees and Officers	Compensation	Other
J David Martin (President/Director)	$0	$0
Susan Martin (Secretary/Cfo/Director)	$0	$0
Katherine L Osler (Cfo/Director)	$0	$0
Annabel R Martin (Secretary/Director)	$0	$0

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990-PF

Filed on Oct. 22, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$165,959

Expenses

$481,301

Net Income

-$315,342

Net Assets

$794,395

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$105,000	63.3%
Interest Revenue	$0
Dividends	$11,526	6.9%
Sales of Assets	$49,433	29.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$478,716	99.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$794,395
Total Liabilities	$0
Net Assets	$794,395

Compensation

Key Employees and Officers	Compensation	Other
J David Martin (President/Director)	$0	$0
Susan Martin (Secretary/Cfo/Director)	$0	$0
Katherine L Osler (Director)	$0	$0
Annabel R Martin (Director)	$0	$0

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990-PF

Filed on May 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$404,838

Expenses

$114,046

Net Income

$290,792

Net Assets

$1,090,005

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$395,284	97.6%
Interest Revenue	$10	0.0%
Dividends	$8,510	2.1%
Sales of Assets	$1,034	0.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$113,927	99.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,090,005
Total Liabilities	$0
Net Assets	$1,090,005

Compensation

Key Employees and Officers	Compensation	Other
J David Martin (President/Director)	$0	$0
Susan Martin (Secretary/Cfo/Director)	$0	$0
Katherine L Osler (Director)	$0	$0
Annabel R Martin (Director)	$0	$0

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990-PF

Filed on April 27, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$404,918

Expenses

$99,284

Net Income

$305,634

Net Assets

$773,906

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$400,000	98.8%
Interest Revenue	$9	0.0%
Dividends	$4,909	1.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,229	98.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$773,906
Total Liabilities	$0
Net Assets	$773,906

Compensation

Key Employees and Officers	Compensation	Other
J David Martin (President/Director)	$0	$0
Susan Martin (Secretary/Cfo/Director)	$0	$0
Katherine L Osler (Director)	$0	$0
Annabel R Martin (Director)	$0	$0

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990-PF

Filed on May 1, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$354,885

Expenses

$164,559

Net Income

$190,326

Net Assets

$477,648

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$349,823	98.6%
Interest Revenue	$25	0.0%
Dividends	$5,037	1.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$164,298	99.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$477,648
Total Liabilities	$0
Net Assets	$477,648

Compensation

Key Employees and Officers	Compensation	Other
J David Martin (President/Director)	$0	$0
Susan Martin (Secretary/Director)	$0	$0
Susan Martin (C.F.O./Director)	$0	$0

990-PF

Filed on Aug. 17, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$10,430

Expenses

$49,307

Net Income

-$38,877

Net Assets

$284,163

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,731	45.4%
Sales of Assets	$5,699	54.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,173	99.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$284,163
Total Liabilities	$0
Net Assets	$284,163

Compensation

Key Employees and Officers	Compensation	Other
J David Martin (President/Director)	$0	$0
Susan Martin (Secretary/Director)	$0	$0
Susan Martin (C.F.O./Director)	$0	$0

990-PF

Filed on Aug. 7, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$8,072

Expenses

$66,979

Net Income

-$58,907

Net Assets

$292,824

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,147	76.2%
Sales of Assets	$1,798	22.3%
Other Income	$127	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,864	99.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$294,824
Total Liabilities	$2,000
Net Assets	$292,824

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$11,188

Expenses

$61,519

Net Income

-$50,331

Net Assets

$325,462

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,028	62.8%
Sales of Assets	$4,160	37.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,489	100.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$325,463
Total Liabilities	$1
Net Assets	$325,462

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Updated August 21, 2025

David & Susan Martin Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $646k (2024)

Expenses $190k (2024)

Total Assets $3.79M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$646k (2024)

Expenses

$190k (2024)

Total Assets

$3.79M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005