Isaac B Samuel Family Foundation Inc in Baltimore, Maryland (MD)
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
- Organizations performing similar types of work
| Isaac B Samuel Family Foundation Inc | |
| Employer Identification Number (EIN) | 020649812 |
| Name of Organization | Isaac B Samuel Family Foundation Inc |
| In Care of Name | Isaac B Samuel |
| Address | 3226 Fallstaff Rd, Baltimore, MD 21215-1721 |
| Subsection | Charitable Organization |
| Ruling Date | 04/2003 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $765,080 |
| Amount of Income | $180,704 |
| Form 990 Revenue Amount | $153,045 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations |
Non-representatives - add comments:
Amount of income in 2013: $180,704 (it was $227,933 in 2012)
| This organization: | $180,704 |
| Other organizations performing similar types of work: | $103,138 |
Assets in 2013: $765,080 (it was $744,487 in 2012)
| This organization: | $765,080 |
| Other organizations performing similar types of work: | $338,623 |
Expenses in 2012: $5,524
| This organization: | $5,524 |
| Other organizations performing similar types of work: | $46,867 |
Income to expenses ratio in 2012: 32.7
| This organization: | 32.7 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2012: 68.1%
| Isaac B Samuel Family Foundation Inc: | 68.1% |
| Other organizations performing similar types of work: | 79.6% |
Revenue 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 | $146,784 | $46,782 | $0 | |
| Contributions, gifts, grants, etc., received | $100,000 | |||
| Interest on savings and temporary cash investments | $2,003 | |||
| Dividends and interest from securities | $30,649 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $14,132 | |||
| Total expenses and disbursements | $5,524 | $5,524 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $5,524 | $5,524 | $0 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $141,260 | |||
| Net investment income | $41,258 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $744,487 | $744,407 |
| Cash - non-interest-bearing | $35,207 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $709,280 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $744,487 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $14,132 |
| Net capital loss | $0 |
| 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 | $825 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $11 |
| Tax due | $836 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| 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 | $681,109 |
| Net value of noncharitable-use assets | $670,900 |
| Minimum investment return | $33,545 |
| Distributable Amount (for 2012) | |
| Distributable amount | $32,720 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $32,720 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $11,303 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Marriott Daughters Foundation | 10400 Fernwood Rd Dept 901 01, Bethesda, MD 20817-1102 | MD | 2011-09 | $21,011,236 |
| 2 | The@scott And Patrice Brickman Family Foundation, Scott W & Patrice K Brickman Ttee | 10721 Red Barn Ln, Potomac, MD 20854-1956 | MD | 2009-02 | $11,021,893 |
| 3 | John C Goldsmith And Nancy L Goldsmith Family Foundation | 4550 Montgomery Ave Ste 775n, Bethesda, MD 20814-3376 | MD | 2009-04 | $9,014,517 |
| 4 | Ingrid D Tauber Fund Inc | 6000 Executive Blvd Ste 600, N Bethesda, MD 20852-3818 | MD | 2012-03 | $8,093,631 |
| 5 | Winans Foundation Tr, Mike Winans Ttee | 9630 Milestone Way Apt 3081, College Park, MD 20740-4344 | MD | 2007-10 | $5,920,543 |
| 6 | William E Seale Family Foundation, William E Seale Ttee | 1800 Dreams Landing Way, Annapolis, MD 21401-1072 | MD | 2007-06 | $5,000,018 |
| 7 | Marinus And Minna B Koster Foundation Inc | 481 N Frederick Ave Ste 300, Gaithersburg, MD 20877-2472 | MD | 2014-06 | $4,137,070 |
| 8 | William E Cross Foundation Inc | 201 Thomas Johnson Dr, Frederick, MD 21702-5166 | MD | 2004-07 | $3,526,624 |
| 9 | The Nicholl Family Foundation Inc | 1124 Day Rd, Sykesville, MD 21784-5607 | MD | 2002-05 | $3,027,478 |
| 10 | Sdg Foundation Inc | 10211 Wincopin Cir Ste 450, Columbia, MD 21044-3430 | MD | 2007-03 | $2,183,842 |
| 11 | The Roche Family Foundation | 6506 Montrose Ave, Baltimore, MD 21212-1023 | MD | 2007-05 | $2,131,517 |
| 12 | Butz Foundation Inc | 3663b Cap Stine Rd, Frederick, MD 21703-7837 | MD | 2012-01 | $1,954,592 |
| 13 | Shepard Family Private Foundation | 6225 Smith Avenue, Baltimore, MD 21209-3626 | MD | 1999-12 | $1,838,099 |
| 14 | Besson Cooper Fund Inc | 9529 Nightsong Ln, Columbia, MD 21046-2065 | MD | 2012-09 | $1,734,835 |
| 15 | The Dorothy L & Henry A Rosenberg Jr Foundation Inc | One N Charles St 22nd Fl, Baltimore, MD 21201-3740 | MD | 2001-07 | $1,668,673 |
| 16 | Monique C And George L Braude Memorial Foundation Inc | 1 South St Fl 27, Baltimore, MD 21202-3282 | MD | 2010-08 | $1,598,637 |
| 17 | Sandra And Malcolm Berman Charitable Foundation Inc | PO BOX 15101, Baltimore, MD 21282-5101 | MD | 2007-06 | $1,401,995 |
| 18 | The Rita Poretsky Memorial Fund Inc | C/O Allan J Gibber One South St, Baltimore, MD 21202 | MD | 2003-05 | $1,374,563 |
| 19 | The Murthynayak Foundation Inc | 11 Cool Spring Ct, Lutherville, MD 21093-3529 | MD | 2002-05 | $1,370,686 |
| 20 | Leslie & Samuel Kaplan Family Foundation | 7710 Woodmont Ave Apt 510, Bethesda, MD 20814-6076 | MD | 2012-11 | $1,349,575 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 20,448 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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