Kennedy Fellows Association Tr Inc, Montgomery Thomas R Ttee in Baltimore, Maryland (MD)

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Kennedy Fellows Association Tr Inc, Montgomery Thomas R Ttee
Employer Identification Number (EIN)036080173
Name of OrganizationKennedy Fellows Association Tr Inc
Secondary NameMontgomery Thomas R Ttee
In Care of NameThomas R Montgomery
Address707 N Broadway, Baltimore, MD 21205-1832
SubsectionCharitable Organization
Ruling Date01/2004
DeductibilityContributions are deductible
FoundationPrivate operating foundation (other)
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$500,000 to $999,999
Income$25,000 to $99,999
Filing Requirement990 - 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


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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%

Financial snapshot ($)

Revenue for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements 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 ValueFair 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)
2012201120102009Total
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
IdNameAddressStateEstablishedTotal Income
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2Rona And Jeffrey Abramson Foundation2000 Tower Oaks Blvd Fl 9, Rockville, MD 20852-4282MD2012-03$11,374,918
3Constance And Carl Ferrischartiable Foundation Inc901 S Bond St Ste 400, Baltimore, MD 21231-3340MD2006-11$5,008,218
4Hazel Farm Property Found Inc1320 Belmont Ave Ste 403e, Salisbury, MD 21804-4583MD2006-12$1,380,489
5Stover Family Foundation Charitable Tr Agreement, John Matthew Stover Ttee901 S Bond St, Baltimore, MD 21231-3339MD2009-09$883,461
6Jayne Koskinas Ted Giovanis Foundation For Health And PolicyPO BOX 130, Highland, MD 20777-0130MD2012-11$499,565
7Anneslie St James Foundation Inc529 Dunkirk Rd, Baltimore, MD 21212-2014MD2000-02$404,190
8Historic Textile Research Foundation Inc615 Magothy Rd, Gibson Island, MD 21056MD2009-05$366,734
9Baymeath Art Trust, Clement C Moore Ii TteePO BOX 1058, Chestertown, MD 21620-5058MD2007-02$334,440
10Scott Kucheravy Foundation, Gary M Hyman Ttee100 Light Street, Baltimore, MD 21202-1036MD2012-02$238,787
11Neilom Foundation Inc8824 Burning Tree Rd, Bethesda, MD 20817-3055MD2014-07$210,877
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14Dick And Marsha Sands Family Ministry Inc12 Worcester St Box 351, Ocean City, MD 21842-4235MD2002-02$62,409
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Number of organizations performing similar types of work
Alabama20
Arkansas6
Arizona21
California255
Colorado50
Connecticut21
District of Columbia9
Delaware7
Florida103
Georgia33
Hawaii6
Iowa6
Idaho8
Illinois37
Indiana16
Kansas10
Kentucky11
Louisiana12
Massachusetts40
Maryland20
Maine6
Michigan28
Minnesota26
Missouri19
Mississippi3
Montana5
North Carolina24
Nebraska7
New Hampshire7
New Jersey23
New Mexico9
Nevada26
New York122
Ohio45
Oklahoma9
Oregon16
Pennsylvania47
Rhode Island8
South Carolina15
South Dakota6
Tennessee17
Texas80
Utah25
Virginia29
Vermont4
Washington30
Wisconsin10
Wyoming4
International3
Total1,344

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