The Billy J & Jeane S Martin Foundation
The Billy J & Jeane S Martin Foundation is a private foundation, based in Sarasota, FL. IRS filing data is available from 2019 through 2025. In 2025, it awarded 2 grants totaling $732K. Net investment income was $34K.
Key facts about The Billy J & Jeane S Martin Foundation
In short: The Billy J & Jeane S Martin Foundation gave $732K across 2 grants in 2025 (avg $366K), mostly in California. Source: 2025 IRS Form 990-PF.
- EIN
- 87-0627584
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $732,264
- Grants made (2025)
- 2
- Average grant
- $366,132
- Median grant
- $366,132
- Primary geography
- California (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$732K
+2951.1% YoY
Grant Count
2
-80.0% YoY
Avg Grant Size
$366K
+15155.5% YoY
Under IRS private-foundation payout rules, The Billy J & Jeane S Martin Foundation reported a distributable amount of $28K for 2025 — the minimum it must pay out in qualifying distributions.
How The Billy J & Jeane S Martin Foundation gives
- Giving grew 2341% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $21K (2020) to $732K (2025). In 2025 it made 2 grants totaling $732K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Charles Schwab DA Charitable Giving Inc ($732K across 2 grants).
Grant Size Distribution
40 grants across all recorded years
The most common grant size was under $50K: 39 grants of 40 (98%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Charles Schwab DA Charitable Giving Inc San Francisco, CA | Funding | $728,517 |
| Charles Schwab DA Charitable Giving Inc San Francisco, CA | Funding | $3,747 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | — | $452,868 | $452,376 |
| Revenue | $137,560 | $31,288 | $25,957 |
| Expenses | $739,324 | $30,796 | $36,510 |
| Qualifying Distributions | $732,264 | $24,000 | $30,000 |
| Net Investment Income | $34,417 | $24,492 | $19,447 |
| Distributable Amount | $27,699 | $27,692 | $25,933 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 4, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 18, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 22, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 28, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 10, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 25, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Officers and directors from IRS filings
The Billy J & Jeane S Martin Foundation's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jeffrey F Martin
Trustee
On filings since 2019
1 hr/week
No compensation reported
Jennifer Martin
Trustee
On filings since 2019
1 hr/week
No compensation reported
Julie W Martin
Trustee
On filings since 2019
1 hr/week
No compensation reported
Jeane S Martin
Secretary
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Billy J & Jeane S Martin Foundation
How much does The Billy J & Jeane S Martin Foundation give each year?
The Billy J & Jeane S Martin Foundation gave $732K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $24K across 10 grants.
Where does The Billy J & Jeane S Martin Foundation operate?
The Billy J & Jeane S Martin Foundation has awarded grants in Arkansas, California, Florida, Illinois, New York.
How much is The Billy J & Jeane S Martin Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, The Billy J & Jeane S Martin Foundation reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Billy J & Jeane S Martin Foundation's EIN?
The Billy J & Jeane S Martin Foundation's EIN (Employer Identification Number) is 87-0627584. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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