Baltimore Family Fund Tr, Smith Norman & David Baltimore Ttee in Wilmington, Delaware (DE)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Delaware
| Baltimore Family Fund Tr, Smith Norman & David Baltimore Ttee | |
| Employer Identification Number (EIN) | 046826272 |
| Name of Organization | Baltimore Family Fund Tr |
| Secondary Name | Smith Norman & David Baltimore Ttee |
| In Care of Name | C/O Foundation Source |
| Address | Foundation Source 501 Silverside Rd, Wilmington, DE 19809 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1998 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $3,169,508 |
| Amount of Income | $2,730,429 |
| Form 990 Revenue Amount | $32,839 |
| National Taxonomy of Exempt Entities (NTEE) | Unknown: Unknown |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $70,810 | $46,403 | $0 | |
| Contributions, gifts, grants, etc., received | $60,954 | |||
| Interest on savings and temporary cash investments | $550 | |||
| Dividends and interest from securities | $46,503 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $113,324 | $28,418 | $0 | $83,833 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $48,858 | $28,418 | $19,367 | |
| Contributions, gifts, grants paid | $64,466 | |||
| Excess of revenue over expenses and disbursements | $-42,514 | |||
| Net investment income | $17,985 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,846,191 | $3,002,242 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $38,483 | |
| Investments-corporate stock | $2,172,197 | |
| Investments-corporate bonds | $439,817 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $195,694 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $2,846,191 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-37,197 |
| 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 | $360 |
| Total credits and payments | $1,024 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,024 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $664 |
| Amount to be credited to 2013 estimated tax | $400 |
| 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 | $3,011,256 |
| Net value of noncharitable-use assets | $2,966,080 |
| Minimum investment return | $148,304 |
| Distributable Amount (for 2012) | |
| Distributable amount | $147,944 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $147,944 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| 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 |
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| Other organizations in Delaware | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Autism Delaware Inc | Suite 201, Newark, DE 19713 | DE | 2006-02 | $2,390,854 |
| 2 | Auxiliary Of Alfred I Dupont Inst Red Balloon Gift Shop | 1600 Rockland Rd, Wilmington, DE 19803-3607 | DE | 1986-03 | $350,420 |
| 3 | Auxiliary Of The Milton & Hattie Kutz Home Inc | 704 River Rd, Wilmington, DE 19809-2746 | DE | 1975-10 | $109,212 |
| 4 | Auxiliary Of The United Transportation Union, Delamr | 30805 Cypress Lane, Laurel, DE 19956 | DE | 1940-08 | $0 |
| 5 | Avalanche Canyon Foundation | Foundation Source 501 Silverside Rd, Wilmington, DE 19809 | DE | 2008-08 | $40,174 |
| 6 | Awlj Foundation Inc | Foundation Source 501 Silverside Rd, Wilmington, DE 19809 | DE | 2006-06 | $42,815 |
| 7 | Babcock Charitable Trust | 1105 N Market St Ste 1300, Wilmington, DE 19801-1241 | DE | 1963-11 | $1,292,932 |
| 8 | Bacchieri Foundation, Bacchieri Gregg Ttee | 724 Yorklyn Rd Ste 230, Hockessin, DE 19707-8739 | DE | 2001-01 | $3,448,134 |
| 9 | Bailey-Stanford Family Foundation Inc | Foundation Source 501 Silverside Rd, Wilmington, DE 19809 | DE | 2008-03 | $344,316 |
| 10 | Bakers National Educational Foundation 50-01101-4354100 | 1004 Weldin Cir, Wilmington, DE 19803-3204 | DE | 1964-03 | $1,354,018 |
| 11 | Baltimore Family Fund Tr, Smith Norman & David Baltimore Ttee | Foundation Source 501 Silverside Rd, Wilmington, DE 19809 | DE | 1998-03 | $2,730,429 |
| 12 | Barbara And Stephen Miller Foundation | Foundation Source 501 Silverside Rd, Wilmington, DE 19809 | DE | 2008-11 | $367,213 |
| 13 | Barbara Smith Fund | 501 Silverside Rd Ste 123, Wilmington, DE 19809-1377 | DE | 2003-01 | $3,144,724 |
| 14 | Barnabas Foundation | Foundation Source 501 Silverside Rd, Wilmington, DE 19809 | DE | 1998-03 | $387,011 |
| 15 | Bartlett Foundation, 64616-0 | Foundation Source 501 Silverside Rd, Wilmington, DE 19809 | DE | 2004-02 | $554,198 |
| 16 | Bauer Family Foundation Inc | Foundation Source 501 Silverside Rd, Wilmington, DE 19809 | DE | 2007-03 | $12,870,487 |
| 17 | Bay Point Maintainence Corp | PO BOX 145, Kirkwood, DE 19708-0145 | DE | 2006-03 | $76,517 |
| 18 | Bayhealth Foundation | 640 S State St, Dover, DE 19901-3530 | DE | 1987-07 | $10,066,431 |
| 19 | Bdpa Northern Delaware | 26 Fox Hunt Dr Room 224, Bear, DE 19701-2534 | DE | 2009-08 | $13,747 |
| 20 | Be A Leader Inc | 306 East Ave, New Castle, DE 19720-5935 | DE | 2009-04 | $1,060 |
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