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Nonprofit · EIN 04-6826272

BALTIMORE FAMILY FUND TR

Also known as SMITH NORMAN & DAVID BALTIMORE TTEE

Tax-exempt · WILMINGTON, DE 19809

Financials

$404K$273K2023$261K$276K2024
Revenue Expenses · by fiscal year end
Financials of BALTIMORE FAMILY FUND TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$260,718$276,127-$15,409$3,258,456$0$3,258,456
December 31, 2023990-PF$403,963$273,259$130,704$3,273,865$0$3,273,865
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$91,414
Interest
$12,376
Net gain from sales of assets
$156,850
Other income
$78

Expenses

Grants and similar amounts paid
$204,780
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$237,888
Excise tax on investment income
$3,147

Balance sheet and other

Total assets, start of year
$3,273,865
Total assets, end of year
$3,258,456
Total liabilities, end of year
$0
Net assets, end of year
$3,258,456
Fair market value of assets
$5,544,079
Qualifying distributions
$237,888
Net investment income
$260,718

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Alice Baltimore
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Trustee, Pres1$0
David Baltimore
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Chairman, Trustee1$0
LAUREN R BALTIMORE
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Trustee1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
Alice Baltimore
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Trustee, Pres1$0
David Baltimore
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Chairman, Trustee1$0
Lauren R Baltimore
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Trustee1$0
Normand F Smith
Foundation Source 501 Silverside Rd, Wilmington, DE 198091377
Trustee1$0

Address and contacts

Address (IRS master file)
FOUNDATION SOURCE 501 SILVERSIDE RD, WILMINGTON, DE 19809-0000
In care of
% FOUNDATION SOURCE
Signed the 990-PF
Alice Baltimore, Trustee
Phone
(800) 839-1754
Return prepared by
Foundation Source

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-6826272
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1998
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Unknown (Z99Z)
Assets (IRS master file)
$3,258,456
Income (IRS master file)
$1,178,558

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$260,718$276,127$3,258,456XML
990-PFDecember 2023$403,963$273,259$3,273,865XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6826272).

Questions about BALTIMORE FAMILY FUND TR

What is the EIN of BALTIMORE FAMILY FUND TR?
The employer identification number (EIN) of BALTIMORE FAMILY FUND TR is 04-6826272.
Is BALTIMORE FAMILY FUND TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to BALTIMORE FAMILY FUND TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BALTIMORE FAMILY FUND TR file?
Form 990-PF. Private foundations file every year.
When is the next return of BALTIMORE FAMILY FUND TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BALTIMORE FAMILY FUND TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of BALTIMORE FAMILY FUND TR?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does BALTIMORE FAMILY FUND TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $260,718, expenses of $276,127 and total assets of $3,258,456 at year end.

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