Wmr Fam Foundation Tr, Russell Margaret Ann Ttee in Wilmington, Delaware (DE)

Wmr Fam Foundation Tr, Russell Margaret Ann Ttee
Employer Identification Number (EIN)	656269018
Name of Organization	Wmr Fam Foundation Tr
Secondary Name	Russell Margaret Ann Ttee
In Care of Name	Wilmington Trust Company
Address	1100 N Market St, Wilmington, DE 19890-0001
Activities	Gifts, grants, or loans to other organizations
Subsection	Charitable Organization
Ruling Date	07/1998
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Trust
Exempt Organization Status	Unconditional Exemption
Tax Period	03/2014
Assets	$500,000 to $999,999
Income	$100,000 to $499,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$775,088
Amount of Income	$249,648
Form 990 Revenue Amount	$33,057
National Taxonomy of Exempt Entities (NTEE)	Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations

Non-representatives - add comments:

Amount of income in 2014: $249,648 (it was $49,896 in 2013)

Wmr Fam Foundation Tr, Russell Margaret Ann Ttee:	$249,648
Other organizations performing similar types of work:	$120,160

Assets in 2014: $775,088 (it was $816,102 in 2013)

Wmr Fam Foundation Tr, Russell Margaret Ann Ttee:	$775,088
Other organizations performing similar types of work:	$450,518

Expenses in 2014: $119,602

This organization:	$119,602
Other organizations performing similar types of work:	$61,287

Income to expenses ratio in 2014: 2.1

Wmr Fam Foundation Tr, Russell Margaret Ann Ttee:	2.1
Other organizations performing similar types of work:	7.3

Grants share in income in 2014: 0.0%

Wmr Fam Foundation Tr, Russell Margaret Ann Ttee:	0.0%
Other organizations performing similar types of work:	8.9%

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Expenses for 2014

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2014)
Total revenue	$78,588	$78,588	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$1
Dividends and interest from securities	$44,920
Gross rents	$0
Gross sales price for all assets	$204,727
Gross profit from sales of goods	$0
Other income	$0
Other	$33,667
Total expenses and disbursements	$119,602	$3,814	$0	$115,650
Compensation of officers, directors, trustees, etc.	$0
Pension plans, employee benefits	$0
Legal fees	$0
Accounting fees	$2,300
Interest	$0
Depreciation	$0
Occupancy	$0
Travel, conferences, and meetings	$0
Printing and publications	$0
Total operating and administrative expenses	$7,602	$3,814		$3,650
Contributions, gifts, grants paid	$112,000
Excess of revenue over expenses and disbursements	$-41,014
Net investment income		$74,774
Adjusted net income			$0

	2012		2013		2014
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$906,549	$2,536,735	$816,102	$2,786,631	$775,088	$2,943,307
Cash - non-interest-bearing	$0		$0		$0
Investments-U.S. and state government obligations	$0		$0		$0
Investments-corporate stock	$785,278		$785,278		$614,219
Investments-corporate bonds	$0		$0		$0
Investments-mortgage loans	$0		$0		$0
Investments-other	$0		$0		$0
Other assets			$0		$0
Total liabilities	$0		$0		$0
Total liabilities and net assets/fund balances	$906,549		$816,102		$775,088

	2012	2013	2014
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$2,487	$10,032	$33,667
Net capital loss	$0	$0	$0

	2012	2013	2014
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No
Tax based on investment income	$627	$485	$1,495
Total credits and payments	$560	$1,006	$0
Any penalty for underpayment of estimated tax	$0	$0	$11
Tax due		$0	$1,506
Overpayment		$521	$0
Amount to be credited to next year's estimated tax	$0	$521	$0

	2012	2013	2014
Statements Regarding Activities
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	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?		No	No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?		No	No
Has the foundation filed a tax return on Form 990-T for this year?		No	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?		Yes	Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?	No	No	No
Did any persons become substantial contributors during the tax year?		No	No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?		No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?		Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041		No	No

	2012	2013	2014
Statements Regarding Activities for Which Form 4720 May Be Required
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	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No	No	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	No	No	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	No	No
Agree to pay money or property to a government official?	No	No	No
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?		No	No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?		No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	Yes	No	No
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?		No	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?		No	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	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	No	No	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	No	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	No	No
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?		No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No

	2012	2013	2014
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$2,510,294	$2,568,743	$2,880,125
Net value of noncharitable-use assets		$2,530,212	$2,836,923
Minimum investment return	$123,632	$126,511	$141,846

	2012	2013	2014
Distributable Amount
Distributable amount	$123,005	$126,026	$140,351

	2012	2013	2014
Undistributed Income
Distributable amount for this year	$123,005	$126,026	$140,351
Undistributed income for this year. This amount must be distributed in the next year	$123,005	$111,865	$136,566

	2014	2013	2012	2011	Total
Private Operating Foundations (for 2011 - 2014)
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

Supplementary Information (for 2014)
Grants approved for future payment	$0

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2014)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$1	$0
Dividends and interest from securities	$44,920	$0

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2014)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

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Id	Name	Address	State	Established	Total Income
Organizations performing similar types of work
1	Anne Anastasi Charitable Foundation	Foundation Source 501 Silverside Rd, Wilmington, DE 19809	DE	1998-11	$6,831,453
2	The@joseph And Catherine Johnson Family Foundation	501 Silverside Rd Ste 123, Wilmington, DE 19809-1377	DE	1998-07	$3,627,415
3	Charles F Colao Animal Welfare Fund Inc	34704 Michelle Dr, Rehoboth Bch, DE 19971-9404	DE	1997-07	$3,267,155
4	Winky Foundation Tr	1100 N Market St, Wilmington, DE 19890-0001	DE	1998-07	$2,505,307
5	Hammonds Family Foundation	1007 Barley Mill Rd, Wilmington, DE 19807-2221	DE	1998-11	$1,360,111
6	The Robert And Audrey Talbott Foundation	501 Silverside Rd Ste 123, Wilmington, DE 19809-1377	DE	1995-04	$1,332,134
7	Newcity Foundation, Ferguson Richard A Ttee	Foundation Source 501 Silverside Rd, Wilmington, DE 19809	DE	1998-06	$1,329,554
8	Pinkerton Foundation	Foundation Source 501 Silverside Rd, Wilmington, DE 19809	DE	1995-03	$1,218,805
9	Patterson Family Foundation	Brandywine Trust Co, Hockessin, DE 19707	DE	1998-07	$951,254
10	James And Chantal Sheridan Foundation	C/O Chapel York1000 N West St, Wilmington, DE 19801	DE	1997-10	$878,697
11	Paul T And Aili R Jeffries Foundation	200 Bellevue Pkwy Ste 220, Wilmington, DE 19809-3727	DE	1998-11	$693,732
12	Patrick Foundation Tr, Patrick John R & Joane M Ttee	Foundation Source 501 Silverside Rd, Wilmington, DE 19809	DE	1998-09	$617,573
13	Victory Fdn, Ttee 42006 0	1100 N Market St, Wilmington, DE 19890-0001	DE	1997-11	$258,952
14	Wmr Fam Foundation Tr, Russell Margaret Ann Ttee	1100 N Market St, Wilmington, DE 19890-0001	DE	1998-07	$249,648
15	Wakefield Family Fund Inc	PO BOX 3880, Wilmington, DE 19807-0880	DE	1997-09	$60,611
16	Verbena Foundation	1100 North Market Street, Wilmington, DE 19890-0900	DE	1998-07	$15,062
17	Seed Corn Foundation Tr	1100 North Market Street, Wilmington, DE 19890-0001	DE	1998-07	$2,233
18	Sonecha Foundation Tr, Sonecha Jay N & Kashmira Co-Ttees	220 Continental Dr Ste 410, Newark, DE 19713-4315	DE	1997-05	$1,757
19	The Synergy Foundation	1100 North Market Street, Wilmington, DE 19890-0001	DE	1998-07	$1,171
20	Miraj Foundation	109 Walnut Ridge Road, Greenville, DE 19807	DE	1993-04	$1

Number of organizations performing similar types of work

Alaska	3
Alabama	54
Arkansas	18
Arizona	59
California	546
Colorado	120
Connecticut	79
District of Columbia	27
Delaware	43
Florida	350
Georgia	158
Hawaii	18
Iowa	57
Idaho	23
Illinois	317
Indiana	81
Kansas	53
Kentucky	41
Louisiana	50
Massachusetts	113
Maryland	112
Maine	18
Michigan	202
Minnesota	97
Missouri	73
Mississippi	27

Montana	8
North Carolina	155
North Dakota	2
Nebraska	42
New Hampshire	19
New Jersey	213
New Mexico	23
Nevada	42
New York	524
Ohio	206
Oklahoma	52
Oregon	60
Pennsylvania	239
Rhode Island	33
South Carolina	40
South Dakota	12
Tennessee	49
Texas	377
Utah	46
Virginia	120
Vermont	7
Washington	88
Wisconsin	89
West Virginia	9
Wyoming	19
International	12

Total

5,225

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