J Loring Brooks Foundation in Chevy Chase, 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
- Other organizations in Maryland
| J Loring Brooks Foundation | |
| Employer Identification Number (EIN) | 046032206 |
| Name of Organization | J Loring Brooks Foundation |
| In Care of Name | Arlington Capital Partners |
| Address | 5425 Wisconsin Ave Ste 200, Chevy Chase, MD 20815-3577 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1953 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $366,083 |
| Amount of Income | $7,444 |
| Form 990 Revenue Amount | $15,359 |
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 | $24,184 | $24,184 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $7,747 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-41 | |||
| Other | $16,478 | |||
| Total expenses and disbursements | $23,382 | $382 | $0 | $23,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $382 | $382 | $0 | |
| Contributions, gifts, grants paid | $23,000 | |||
| Excess of revenue over expenses and disbursements | $802 | |||
| Net investment income | $23,802 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $382,646 | $403,394 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $20,274 | |
| Investments-corporate stock | $230,506 | |
| Investments-corporate bonds | $104,191 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $27,675 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $382,646 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $16,478 |
| 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 | $238 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $238 |
| 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 | $415,212 |
| Net value of noncharitable-use assets | $408,980 |
| Minimum investment return | $20,449 |
| Distributable Amount (for 2012) | |
| Distributable amount | $20,211 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $20,211 |
| 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 Maryland | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Izaak Walton League Of America Inc | 8721 Snouffers School Rd, Gaithersburg, MD 20879 | MD | 1985-04 | $18,180 |
| 2 | Izaak Walton League Of America Inc, Mount Airy Chapter | PO BOX 442, Mount Airy, MD 21771-0442 | MD | 1985-04 | $148,510 |
| 3 | Izaak Walton League Of America Inc, Rockville Chapter | PO BOX 2255, Germantown, MD 20875-2255 | MD | 1985-04 | $230,756 |
| 4 | Izaak Walton League Of America Inc, Southern Maryland | PO BOX 248, Hughesville, MD 20637-0248 | MD | 1985-04 | $19,386 |
| 5 | Izaak Walton League Of America Inc, Wildlife Achievment Chapter | PO BOX 118, Damascus, MD 20872-0118 | MD | 1985-04 | $316,883 |
| 6 | Izzo Family Foundation | 4853 Cordell Avenue Suite P-6, Bethesda, MD 20814-7015 | MD | 2008-02 | $550,593 |
| 7 | J C Crothers Foundation Inc | 201 North Charles Street, Baltimore, MD 21201-4102 | MD | 1973-01 | $43,772 |
| 8 | J F K Accokeek Corporation Inc | 8819 Dement St, Waldorf, MD 20603 | MD | 1994-02 | $60,552 |
| 9 | J H & E R Carson Foundation Inc | 211 Wendover Rd, Baltimore, MD 21218-1838 | MD | 1957-09 | $466,834 |
| 10 | J J Haines Foundation Inc | 6950 Aviation Blvd, Glen Burnie, MD 21061-2531 | MD | 1987-06 | $126,784 |
| 11 | J Loring Brooks Foundation | 5425 Wisconsin Ave Ste 200, Chevy Chase, MD 20815-3577 | MD | 1953-03 | $7,444 |
| 12 | J O S H Foundation Ltd | 612 Falmouth Court, Sykesville, MD 21784 | MD | 2005-01 | $0 |
| 13 | J S Plank And D M Dicarlo Family Foundation Inc | 100 International Dr Ste 21100, Baltimore, MD 21202-4675 | MD | 2007-12 | $5,998,279 |
| 14 | J Willard And Alice S Marriott Foundation | 10400 Fernwood Rd, Bethesda, MD 20817-1102 | MD | 1966-11 | $174,859,937 |
| 15 | J Z Williams Multi-Purpose Center Inc | 2423 E Biddle St, Baltimore, MD 21213-3628 | MD | 2003-07 | $1 |
| 16 | Ja Raiders Soccer And Social Club | 2323 E Monument St, Baltimore, MD 21205-2421 | MD | 2002-07 | $3,395 |
| 17 | Jack And Annette Moshman Charitable Foundation | 7008 Carmichael Ave, Bethesda, MD 20817-4612 | MD | 1997-04 | $8,899 |
| 18 | Jack B Sacks Foundation Inc | 13808 Bethpage Ln, Wheaton, MD 20906-3103 | MD | 1965-02 | $19,482 |
| 19 | Jack Burbage Foundation Inc | 9428 Stephen Decatur Hwy, Berlin, MD 21811-2674 | MD | 2001-02 | $25,007 |
| 20 | Jack Russell Terrier Club Of America Inc, One Stamford Landing | PO BOX 4527, Lutherville, MD 21094-4527 | MD | 1989-01 | $246,891 |
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