Kennedy Fellows Association Tr Inc, Montgomery Thomas R Ttee 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
| Kennedy Fellows Association Tr Inc, Montgomery Thomas R Ttee | |
| Employer Identification Number (EIN) | 036080173 |
| Name of Organization | Kennedy Fellows Association Tr Inc |
| Secondary Name | Montgomery Thomas R Ttee |
| In Care of Name | Thomas R Montgomery |
| Address | 707 N Broadway, Baltimore, MD 21205-1832 |
| Subsection | Charitable Organization |
| Ruling Date | 01/2004 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation (other) |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $780,339 |
| Amount of Income | $66,483 |
| Form 990 Revenue Amount | $73,390 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Operating Foundations |
Non-representatives - add comments:
Amount of income in 2013: $66,483 (it was $67,182 in 2012)
| This organization: | $66,483 |
| Other organizations performing similar types of work: | $45,945 |
Assets in 2013: $780,339 (it was $727,395 in 2012)
| Kennedy Fellows Association Tr Inc, Montgomery Thomas R Ttee: | $780,339 |
| Other organizations performing similar types of work: | $120,180 |
Expenses in 2012: $95
| This organization: | $95 |
| Other organizations performing similar types of work: | $39,714 |
Income to expenses ratio in 2012: 699.8
| This organization: | 699.8 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2012: 0.0%
| Kennedy Fellows Association Tr Inc, Montgomery Thomas R Ttee: | 0.0% |
| Other organizations performing similar types of work: | 2.2% |
Revenue 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 | $67,182 | $22,709 | $67,182 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $22,709 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $44,473 | |||
| Total expenses and disbursements | $95 | $95 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $95 | $95 | $0 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $67,087 | |||
| Net investment income | $22,614 | |||
| Adjusted net income | $67,182 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $727,395 | $874,091 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $727,395 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $727,395 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $452 |
| Total credits and payments | $452 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $0 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $452 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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 | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| 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 | $1 | $0 | $0 | $0 | $1 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $1 | $0 | $0 | $0 | $1 |
| 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 | Carolands Foundation | 565 Remillard Dr, Hillsborough, CA 94010-6739 | CA | 2013-07 | $131,910,484 |
| 2 | Rona And Jeffrey Abramson Foundation | 2000 Tower Oaks Blvd Fl 9, Rockville, MD 20852-4282 | MD | 2012-03 | $11,374,918 |
| 3 | Constance And Carl Ferrischartiable Foundation Inc | 901 S Bond St Ste 400, Baltimore, MD 21231-3340 | MD | 2006-11 | $5,008,218 |
| 4 | Hazel Farm Property Found Inc | 1320 Belmont Ave Ste 403e, Salisbury, MD 21804-4583 | MD | 2006-12 | $1,380,489 |
| 5 | Stover Family Foundation Charitable Tr Agreement, John Matthew Stover Ttee | 901 S Bond St, Baltimore, MD 21231-3339 | MD | 2009-09 | $883,461 |
| 6 | Jayne Koskinas Ted Giovanis Foundation For Health And Policy | PO BOX 130, Highland, MD 20777-0130 | MD | 2012-11 | $499,565 |
| 7 | Anneslie St James Foundation Inc | 529 Dunkirk Rd, Baltimore, MD 21212-2014 | MD | 2000-02 | $404,190 |
| 8 | Historic Textile Research Foundation Inc | 615 Magothy Rd, Gibson Island, MD 21056 | MD | 2009-05 | $366,734 |
| 9 | Baymeath Art Trust, Clement C Moore Ii Ttee | PO BOX 1058, Chestertown, MD 21620-5058 | MD | 2007-02 | $334,440 |
| 10 | Scott Kucheravy Foundation, Gary M Hyman Ttee | 100 Light Street, Baltimore, MD 21202-1036 | MD | 2012-02 | $238,787 |
| 11 | Neilom Foundation Inc | 8824 Burning Tree Rd, Bethesda, MD 20817-3055 | MD | 2014-07 | $210,877 |
| 12 | Wings Of Light Inc | 305 Washington Ave Ste 204, Towson, MD 21204-4730 | MD | 2007-10 | $190,000 |
| 13 | Kennedy Fellows Association Tr Inc, Montgomery Thomas R Ttee | 707 N Broadway, Baltimore, MD 21205-1832 | MD | 2004-01 | $66,483 |
| 14 | Dick And Marsha Sands Family Ministry Inc | 12 Worcester St Box 351, Ocean City, MD 21842-4235 | MD | 2002-02 | $62,409 |
| 15 | Principio Furnace Foundation Inc | 31 Warrington Rd, Perryville, MD 21903-1722 | MD | 2001-09 | $12,000 |
| 16 | Murad Ali Khan Foundation Inc | 1801 E Lamley St, Baltimore, MD 21231-1533 | MD | 2006-11 | $4,500 |
| 17 | Advanced Helicopter Youth Foundation Inc | 208 Crestview Ct, Frederick, MD 21702-4031 | MD | 2007-08 | $4,350 |
| 18 | Bucks Friends Inc | 2341 Boston St Unit 1, Baltimore, MD 21224-3687 | MD | 2013-06 | $3,810 |
| 19 | D Roger Picard Santas Helpers And Childrens Tr, Carol Picard Ttee | 2706 E-W Hwy, Chevy Chase, MD 20815-3864 | MD | 2009-04 | $200 |
| 20 | Access Healthcare Foundation | 13595 Station St, Germantown, MD 20874-4667 | MD | 2014-08 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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