Lydia S Tate Foundation Inc in Taneytown, 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
| Lydia S Tate Foundation Inc | |
| Employer Identification Number (EIN) | 521361341 |
| Name of Organization | Lydia S Tate Foundation Inc |
| In Care of Name | Alice C Tate Pres |
| Address | 5185 Feeser Rd W, Taneytown, MD 21787-2836 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 12/1984 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2010 |
| Assets | $1 to $9,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $2,590 |
| Amount of Income | $200 |
| Form 990 Revenue Amount | $0 |
Non-representatives - add comments:
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $0 | $0 | $0 | |
| Total expenses and disbursements | $300 | $0 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $0 | $0 | $0 | |
| Contributions, gifts, grants paid | $150 | |||
| Other | $1 | |||
| Excess of revenue over expenses and disbursements | $-300 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,369 | $2,369 |
| Cash - non-interest-bearing | $26 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $2,343 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,369 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $2,914 |
| Net value of noncharitable-use assets | $2,880 |
| Minimum investment return | $144 |
| Distributable Amount (for 2011) | |
| Distributable amount | $144 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $144 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Lundy Family Foundation | 5485 Harpers Farm Rd Ste 200, Columbia, MD 21044-1146 | MD | 2003-12 | $2,073,575 |
| 2 | Lupus Mid-Atlantic Inc | 7400 York Rd, Baltimore, MD 21204-7531 | MD | 1978-08 | $139,981 |
| 3 | Lutheran Adolescent Recovery Center Inc | 575 South Charles Street, Baltimore, MD 21201-2428 | MD | 2004-08 | $1,971 |
| 4 | Lutheran Home And Hospital Foundation Inc | 2571 Hanover Pike, Hampstead, MD 21074-1145 | MD | 1977-07 | $388,725 |
| 5 | Lutheran World Relief Inc | 700 Light St, Baltimore, MD 21230-3850 | MD | 1946-12 | $77,407,924 |
| 6 | Lutherville Timonium Recreation Council | 121 E Ridgely Rd, Lutherville, MD 21093-5222 | MD | 1987-06 | $1,351,942 |
| 7 | Lutherville Volunteer Fire Company | PO BOX 232, Lutherville, MD 21094-0232 | MD | 1944-11 | $2,429,494 |
| 8 | Lutherville Timonium Ravens Roost 100 Inc | PO BOX 4334, Lutherville, MD 21094-4334 | MD | 2009-10 | $0 |
| 9 | Pta Maryland Congress Of Parents & Teachers Inc, Luxmanor Elementary School Pta | 6201 Tilden Ln, Rockville, MD 20852-3738 | MD | 1969-05 | $64,691 |
| 10 | Luxury For Learning Inc | 909 E A St, Brunswick, MD 21716-1816 | MD | 2006-01 | $9,874 |
| 11 | Lydia S Tate Foundation Inc | 5185 Feeser Rd W, Taneytown, MD 21787-2836 | MD | 1984-12 | $200 |
| 12 | Lyme Disease Association-Eastern Shore Of Maryland | 24790 Porter Mill Rd, Hebron, MD 21830 | MD | 2004-12 | $27,293 |
| 13 | Lyme Disease Research Foundation Inc | 10755 Falls Rd Ste 200, Lutherville, MD 21093-4520 | MD | 2007-07 | $1,019,559 |
| 14 | Lymn Foundation Inc | 9608 Barkston Ct, Rockville, MD 20850-3707 | MD | 1999-12 | $3,308 |
| 15 | Lyn F Joven Charitable Foundation Inc | 6002 Rusk Ave, Baltimore, MD 21209-4105 | MD | 1997-07 | $2,823 |
| 16 | Lyn Stacie Getz Foundation Inc | 101 W Mount Royal Ave, Baltimore, MD 21201-5708 | MD | 2006-09 | $61,386 |
| 17 | Lynn Shapiro Snyder And Jeffrey M Snyder Family Foundation Inc | 5813 Mossrock Dr, Rockville, MD 20852-3238 | MD | 2001-02 | $16,555 |
| 18 | M Club Foundation University Of Maryland Inc | 2624 Comcast Center, College Park, MD 20742-0001 | MD | 1966-06 | $282,440 |
| 19 | M Eddie Moore Scholarship Trust | 870 Ashwood Dr 2nd Floor, Capitol Heights, MD 20743 | MD | 1992-12 | $117,591 |
| 20 | M M & P Joint Employment Committee | 700 Maritime Blvd Ste A, Linthicum, MD 21090-1916 | MD | 1971-09 | $884,586 |
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