Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 01-01-2012 , and ending 12-31-2012
Name of foundation
The Baltimore Family Fund
 

Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd   Room/suite
City or town, state, and ZIP code
Wilmington, DE198091377
A Employer identification number

04-6826272
B Telephone number (see instructions)

(800) 839-1754
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,002,242J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 60,954
2 Check bullet
3 Interest on savings and temporary cash investments 550 550  
4 Dividends and interest from securities...... 46,503 45,853  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment -37,197
b Gross sales price for all assets on line 6a 928,926
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 70,810 46,403  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 1,129     1,129
15 Pension plans, employee benefits....... 540     540
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 28,366 28,366    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 1,125 52    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 17,698     17,698
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 48,858 28,418   19,367
25 Contributions, gifts, grants paid........ 64,466 64,466
26 Total expenses and disbursements. Add lines 24 and 25 113,324 28,418   83,833
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -42,514
b Net investment income (if negative, enter -0-) 17,985
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 753,462 195,694 195,694
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 81,814 Click to see attachment38,483 39,193
b Investments—corporate stock (attach schedule)........ 1,286,939 Click to see attachment2,172,197 2,306,907
c Investments—corporate bonds (attach schedule)........ 766,490 Click to see attachment439,817 460,448
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,888,705 2,846,191 3,002,242
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 2,888,705 2,846,191
30 Total net assets or fund balances (see page 17 of the
instructions).................... 2,888,705 2,846,191
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,888,705 2,846,191
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 2,888,705
2 Enter amount from Part I, line 27a..................... 2 -42,514
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 2,846,191
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,846,191
Form 990-PF (2012)
Form 990-PF (2012)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 928,926   966,123 -6,343
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       -6,343
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -6,343
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2011 58,845 2,957,017 000.019900
2010 103,779 2,864,944 000.036224
2009 610,958 3,037,352 000.201148
2008 110,878 3,222,968 000.034402
2007 79,615 3,348,547 000.023776
2 Total of line 1, column (d) ...................... 2 000.315450
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 000.063090
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 2,966,087
5 Multiply line 4 by line 3....................... 5 187,130
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 180
7 Add lines 5 and 6......................... 7 187,310
8 Enter qualifying distributions from Part XII, line 4.............. 8 83,833
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2012)
Form 990-PF (2012)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 360
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 360
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 360
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 1,024
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Tax Paid Original Return: 1024 7 1,024
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 664
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet400 Refunded Bullet 11 264
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    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 (see instructions for Part XIV)?
    If “Yes,” complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletco Foundation Source Telephone no.bullet (800) 839-1754
    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2012?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If “Yes,” did it have excess business holdings in 2012 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2012.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2012?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) 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)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    Alice Baltimore Pres / Trustee
    001.00     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE19809
    David Baltimore Chairman / Trustee
    001.00     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE19809
    Lauren R Baltimore Trustee
    001.00     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE19809
    Normand F Smith Trustee
    001.00     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE19809
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,769,047
    b
    Average of monthly cash balances.......................
    1b
    242,209
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,011,256
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    3,011,256
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    45,169
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,966,087
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    148,304
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    148,304
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    360
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    360
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    147,944
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    147,944
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    147,944
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 Click to see attachment..........
    1a
    83,833
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    83,833
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    83,833
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 147,944
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2012:
    a From 2007.......  
    b From 2008.......  
    c From 2009....... 460,566
    d From 2010.......  
    e From 2011.......  
    fTotal of lines 3a through e......... 460,566
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 83,833
    a Applied to 2011, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2012 distributable amount..... 83,833
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2012. 64,111 64,111
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 396,455
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		396,455
    10 Analysis of line 9:
    a Excess from 2008....  
    b Excess from 2009.... 396,455
    c Excess from 2010....  
    d Excess from 2011....  
    e Excess from 2012....  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2012, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2012 (b) 2011 (c) 2010 (d) 2009
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    Alice Baltimore
    David Baltimore
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    80-20 EDUCATIONAL FOUNDATION
    5 FARMHOUSE RD
    NEWARK,DE19711     		N/A 509a1 General Unrestricted 1,000
    A NOISE WITHIN
    3352 E FOOTHILL BLVD
    PASADENA,CA91107     		N/A 509a2 General Unrestricted 1,500
    AMERICAN ASSN ADVANCE SCIENCE
    1200 NEW YORK AVE NW
    WASHINGTON,DC20005     		N/A 509a2 General Unrestricted 1,000
    ACLU FOUNDATION INC
    125 BROAD ST 18TH FL
    NEW YORK,NY10004     		N/A 509a1 General Unrestricted 350
    AMERICAN FRIENDS SERVICE COMMITTEE
    1501 CHERRY ST
    PHILADELPHIA,PA19102     		N/A 509a1 General Unrestricted 200
    AMERICAN INST FOR ECONOMIC RESEARCH
    250 DIVISION ST
    GT BARRINGTON,MA01230     		N/A 509a2 General Unrestricted 100
    AMERICAN SOCIETY FOR VIROLOGY INC
    3000 ARLINGTON AVE MS-1021
    TOLEDO,OH43614     		N/A 509a2 Graduate Students Scholarship 30,000
    AOPA FOUNDATION
    421 AVIATION WAY
    FREDERICK,MD21701     		N/A 509a1 General Unrestricted 100
    ARLINGTON GARDEN IN PASADENA
    295 ARLINGTON DR
    PASADENA,CA91105     		N/A 509a1 General Unrestricted 100
    ARS NOVA THEATER INC
    511 W 54TH ST
    NEW YORK,NY10019     		N/A 509a1 General Unrestricted 50
    BLUE HILL TROUPE LTD
    PO BOX 286800
    NEW YORK,NY10128     		N/A 509a2 General Unrestricted 50
    BROAD INSTITUTE INC
    7 CAMBRIDGE CTR
    CAMBRIDGE,MA02142     		N/A 509a1 General Unrestricted 250
    CENTER FOR CONSTITUTIONAL RIGHTS INC
    666 BROADWAY FL 7
    NEW YORK,NY10012     		N/A 509a1 General Unrestricted 500
    CENTER FOR SCIENCE IN THE PUB INTEREST
    1220 L ST NW STE 300
    WASHINGTON,DC20005     		N/A 509a1 General Unrestricted 500
    CENTER THEATRE GROUP OF LOS ANGELES
    601 W TEMPLE ST
    LOS ANGELES,CA90012     		N/A 509a2 General Unrestricted 1,500
    CHURCH OF THE MESSIAH
    13 CHURCH ST
    WOODS HOLE,MA02543     		N/A 509a1 General Unrestricted 1,000
    COMMITTEE OF CONCERNED SCIENTISTS INC
    400 E 85TH ST APT 10K
    NEW YORK,NY10028     		N/A 509a1 General Unrestricted 250
    COMMUNITY TELEVISION OF S CALIFORNIA
    4401 W SUNSET BLVD
    LOS ANGELES,CA90027     		N/A 509a1 General Unrestricted 200
    COOPERATIVE FOR ASSISTANCE AND RELIEF
    PO BOX 1871
    MERRIFIELD,VA22116     		N/A 509a1 General Unrestricted 250
    DOANE ACADEMY
    350 RIVERBANK
    BURLINGTON,NJ08016     		N/A 509a1 General Unrestricted 1,000
    FEDERATION OF AMERICAN SCIENTISTS
    1725 DESALES ST NW 6TH FL
    WASHINGTON,DC20036     		N/A 509a2 General Unrestricted 250
    FRIENDS OF FALMOUTH BIKEWAYS INC
    432 WILD HARBOR RD
    N FALMOUTH,MA02556     		N/A 509a2 General Unrestricted 250
    HUMAN RIGHTS IN CHINA INC
    450 7TH AVE STE 1301
    NEW YORK,NY10123     		N/A 509a1 General Unrestricted 100
    JACKSON LABORATORY
    600 MAIN ST
    BAR HARBOR,ME04609     		N/A 509a1 General Unrestricted 1,000
    JOHNS HOPKINS UNIVERSITY
    3400 N CHARLES ST SAN MARTIN CTR
    BALTIMORE,MD21218     		N/A 509a1 General Unrestricted 1,000
    KECK GRADUATE INSTITUTE
    535 WATSON DR
    CLAREMONT,CA91711     		N/A 509a1 General Unrestricted 500
    KKJZ
    1288 N BELLFLOWER BLVD
    LONG BEACH,CA90815     		N/A 509a1 General Unrestricted 200
    KUSC
    PO BOX 77913
    LOS ANGELES,CA90007     		N/A 509a2 General Unrestricted 400
    LEAGUE OF WOMEN VOTERS
    1353 N HILL AVE
    PASADENA,CA91104     		N/A 509a1 General Unrestricted 200
    LEGACY CONNECTIONS
    505 E COLORADO BLVD STE 201E
    PASADENA,CA91101     		N/A 509a1 General Unrestricted 500
    LOS ANGELES OPERA COMPANY
    135 NO GRAND AVE
    LOS ANGELES,CA90012     		N/A 509a1 General Unrestricted 1,500
    LOS ANGELES PHILHARMONIC ASSOCIATION
    151 S GRAND AVE
    LOS ANGELES,CA90012     		N/A 509a2 General Unrestricted 1,500
    MARINE BIOLOGICAL LABORATORY
    7 MBL ST
    WOODS HOLE,MA02543     		N/A 509a1 General Unrestricted 1,000
    MIT ALUMNI FUND
    77 MASSACHUSETTS AVE W92-280
    CAMBRIDGE,MA02139     		N/A 509a1 General Unrestricted 1,000
    MUSEUM ASSOCIATES
    5905 WILSHIRE BLVD
    LOS ANGELES,CA90036     		N/A 509a2 General Unrestricted 114
    MUSEUM OF CONTEMPORARY ART
    250 S GRAND AVE
    LOS ANGELES,CA90012     		N/A 509a1 General Unrestricted 147
    MUSEUM OF MODERN ART
    11 W 53RD ST
    NEW YORK,NY10019     		N/A 509a1 General Unrestricted 140
    MUSIC CENTER FOUNDATION
    135 N GRAND AVE
    LOS ANGELES,CA90012     		N/A 509a1 Music Center 800
    NATIONAL CATHEDRAL SCHOOL FOR GIRLS
    3612 WOODLEY RD NW
    WASHINGTON,DC20016     		N/A 509a1 General Unrestricted 1,000
    NEIGHBORHOOD FALMOUTH INC
    PO BOX 435
    FALMOUTH,MA02541     		N/A 509a2 General Unrestricted 500
    PACIFIC COUNCIL ON INTERNATIONAL POLICY
    801 S FIGUEROA ST
    LOS ANGELES,CA90017     		N/A 509a1 General Unrestricted 400
    PAGE SEVENTY THREE PRODUCTIONS INC
    138 S OXFORD ST STE 4E
    BROOKLYN,NY11217     		N/A 509a1 General Unrestricted 50
    PASADENA ARTS COUNCIL
    65 S GRAND AVE
    PASADENA,CA91105     		N/A 509a2 General Unrestricted 150
    PASADENA POLICE FOUNDATION
    829 BRINSEY AVE
    DUARTE,CA91010     		N/A 509a1 General Unrestricted 100
    PASADENA SENIOR CENTER
    85 E HOLLY ST
    PASADENA,CA91103     		N/A 509a1 General Unrestricted 100
    PERFORMING ARTS CENTER OF LA
    135 N GRAND AVE
    LOS ANGELES,CA90012     		N/A 509a1 Blue Ribbon Program 2,500
    PLANNED PARENTHOOD PASADENA
    1045 N LAKE AVE
    PASADENA,CA91104     		N/A 509a2 General Unrestricted 150
    PUBLIC AGENDA FOUNDATION INC
    6 E 39TH ST FL 9
    NEW YORK,NY10016     		N/A 509a1 General Unrestricted 1,000
    READY WILLING & ABLE
    232 E 84TH ST
    NEW YORK,NY10028     		N/A 509a1 General Unrestricted 50
    RESEARCH AMERICA
    1101 KING ST STE 520
    ALEXANDRIA,VA22314     		N/A 509a1 General Unrestricted 500
    SALK INSTITUTE FOR BIOLOGICAL STUDIES
    10010 N TORREY PINES RD
    LA JOLLA,CA92037     		N/A 509a1 General Unrestricted 1,000
    SHADY HILL SCHOOL
    178 COOLIDGE HILL
    CAMBRIDGE,MA02138     		N/A 509a1 General Unrestricted 500
    SOUTHERN CALIFORNIA PUBLIC RADIO
    474 S RAYMOND AVE
    PASADENA,CA91105     		N/A 509a1 General Unrestricted 300
    STEVENS INSTITUTE OF TECH TRUSTEES
    CASTLE POINT STA
    HOBOKEN,NJ07030     		N/A 509a2 General Unrestricted 100
    SWARTHMORE COLLEGE
    500 COLLEGE AVE
    SWARTHMORE,PA19081     		N/A 509a1 General Unrestricted 1,000
    TELLER REFUGE INC
    PO BOX 548
    CORVALLIS,MT59828     		N/A 509a1 General Unrestricted 250
    THE NATIONAL ORGANIZATION FOR WOMEN FDN
    1100 H ST NW
    WASHINGTON,DC20005     		N/A 509a1 General Unrestricted 200
    TROUT UNLIMITED
    504 SPOKANE AVE
    WHITEFISH,MT59937     		N/A 509a1 General Unrestricted 250
    TRUSTEES OF PHILLIPS ACADEMY
    180 MAIN ST
    ANDOVER,MA01810     		N/A 509a1 General Unrestricted 350
    UNION OF CONCERNED SCIENTISTS INC
    2 BRATTLE SQ STE 6
    CAMBRIDGE,MA02138     		N/A 509a1 General Unrestricted 300
    UNITED WAY INC
    1150 S OLIVE ST STE T500
    LOS ANGELES,CA90015     		N/A 509a1 General Unrestricted 500
    WELLESLEY COLLEGE
    106 CENTRAL ST
    WELLESLEY,MA02481     		N/A 509a1 General Unrestricted 1,000
    WELLESLEY COLLEGE
    106 CENTRAL ST
    WELLESLEY,MA02481     		N/A 509a1 Wellesley Center for Women Fund 1,000
    WEST PASADENA RESIDENTS ASSOCIATION
    PO BOX 50252
    PASADENA,CA91115     		N/A 509a1 General Unrestricted 100
    WIKIMEDIA FOUNDATION INC
    149 NEW MONTGOMERY ST 3RD FL
    SAN FRANCISCO,CA94105     		N/A 509a1 General Unrestricted 100
    WOODS HOLE PUBLIC LIBRARY
    PO BOX 185
    WOODS HOLE,MA02543     		N/A 509a1 General Unrestricted 200
    YALE UNIVERSITY ALUMNI FUND
    PO BOX 1890
    NEW HAVEN,CT06508     		N/A 509a1 General Unrestricted 315
    Total .................................bullet 3a 64,466
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 550  
    4 Dividends and interest from securities....     14 46,503  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 -37,197  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   9,856  
    13Total. Add line 12, columns (b), (d), and (e)..................
    139,856
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


    Software ID: 12000057
    Software Version: 12.13.328.3
    Part VI Line 7 - Tax Paid Original Return: 1024


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2012
    Name of the organization
    The Baltimore Family Fund
     
    Employer identification number

    04-6826272
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990; or check the box on line H of its
    Form 990-EZ or on Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 2
    Name of organization
    The Baltimore Family Fund
          		Employer identification number

    04-6826272
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    Baltimore Alice    
    1255 S Grand Avenue
       
    Pasadena, CA   91105

    		$60,954


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 3
    Name of organization
    The Baltimore Family Fund
          		Employer identification number

    04-6826272
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 CELGENE CORP CELG, 400 sh.   $30,954 2012-09-19
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 4
    Name of organization
    The Baltimore Family Fund
          		Employer identification number

    04-6826272
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Additional Data


    Software ID: 12000057
    Software Version: 12.13.328.3

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2012 ExpenditureResponsibilityStmt
    Name:
    The Baltimore Family Fund
    EIN: 04-6826272
    Software ID:12000057
    Software Version:12.13.328.3
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    The Life Sciences Research Foundati 3520 San Martin Drive
    Baltimore,MD21218     		2008-06-20 50,000 To support the postdoctoral fellowship program administered by The Life Sciences Research Fdn. Install 1/3 50,000 Not to the knowledge of grantor. 8/28/09, 8/31/10 and 2/11/12   None necessary
    The Life Sciences Research Foundati 3520 San Martin Drive
    Baltimore,MD21218     		2009-12-04 50,000 To support the postdoctoral fellowship program administered by The Life Sciences Research Fdn. Install 2/3 50,000 Not to the knowledge of grantor. 8/28/09, 8/31/10 and 2/11/12   None necessary
    The Life Sciences Research Foundati 3520 San Martin Drive
    Baltimore,MD21218     		2010-11-09 50,000 To support the postdoctoral fellowship program administered by The Life Sciences Research Fdn. Install 3/3 50,000 Not to the knowledge of grantor. 8/28/09, 8/31/10 and 2/11/12   None necessary

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2012 GainLossSaleOtherAssetsSch
    Name:
    The Baltimore Family Fund
    EIN: 04-6826272
    Software ID:12000057
    Software Version:12.13.328.3
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Publicly-traded Securities         928,926 966,123     -37,197  

    TY 2012 GeneralExplanationAttachment
    Name:
    The Baltimore Family Fund
    EIN: 04-6826272
    Software ID:12000057
    Software Version:12.13.328.3
    Identifier Return Reference Explanation

    TY 2012 InvestmentsCorpBondsSchedule
    Name:
    The Baltimore Family Fund
    EIN: 04-6826272
    Software ID:12000057
    Software Version:12.13.328.3
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BELLSOUTH CORP NT - 5.200 - 09/15/2014 141,002 161,117
    CWMBS INC ASSET BACKED CTF - 5.500 - 07/25/2035 52,020 42,799
    GOLDMAN SACHS NT - 4.750 - 07/15/2013 140,217 153,146
    WELLS FARGO CO SB NT - 4.950 - 10/16/2013 106,578 103,386

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    The Baltimore Family Fund
    EIN: 04-6826272
    Software ID:12000057
    Software Version:12.13.328.3
    Name of Stock End of Year Book Value End of Year Fair Market Value
    150 shares of AMAZON COM 27,520 37,631
    330 shares of AMERICAN EXPRESS CO 13,913 18,968
    308 shares of APACHE CORPORATION 27,453 24,178
    153 shares of APPLE INC. 86,066 81,422
    325 shares of BED BATH BEYOND INC. 19,905 18,171
    480 shares of BORG WARNER INC. 40,085 34,378
    305 shares of CHEVRON CORP 29,491 32,983
    330 shares of CORE LABRATORIES 35,159 36,072
    620 shares of CVS CAREMARK CORP. 20,521 29,977
    180 shares of DEERE CO 14,902 15,556
    575 shares of DU PONT DE NEMOURS 30,047 25,863
    610 shares of DUNKIN BRANDS GROUP INC 20,066 20,240
    735 shares of EXPRESS SCRIPTS HOLDING CO. 39,802 39,690
    1225 shares of FIRST REPUBLIC BANK 38,282 40,156
    35 shares of GOOGLE INC CL A 21,335 24,758
    340 shares of INTUIT 19,976 20,223
    2030 shares of ISHARE SP SMALL CAP 600 INDEX FD 135,046 158,542
    1475 shares of ISHARES BARCLAYS MBS BOND FUND 159,708 159,284
    1100 shares of ISHARES IBOXX HIGH YIELD CORPORATE BOND FUND 100,491 102,685
    7770 shares of ISHARES MSCI EMERGING MARKETS INDEX FD 321,859 344,599
    3165 shares of ISHARES TR S P MIDCAP 400 INDEX FD 279,505 321,880
    2095 shares of ISHARES TRUST MSCI EAFE INDEX FUND 114,796 119,122
    470 shares of JP MORGAN CHASE CO 19,996 20,665
    710 shares of NETAPP, INC. 28,220 23,821
    290 shares of PEPSICO INC 18,301 19,845
    275 shares of PRAXAIR INC. 29,673 30,099
    230 shares of PROCTER GAMBLE CO 14,318 15,615
    315 shares of QUALCOMM INC 17,742 19,486
    200 shares of SCHLUMBERGER LTD 16,561 13,860
    855 shares of SPDR SP 500 ETF TRUST 107,089 121,761
    290 shares of STANLEY BLACK DECKER INC 19,997 21,451
    155 shares of UNION PACIFIC 15,139 19,487
    275 shares of UNITED PARCEL SERVICE 20,068 20,276
    730 shares of UNITED TECHNOLOGIES CORP 59,551 59,867
    1900 shares of VANGUARD SCOTTSDALE FDS SHORT 149,796 152,607
    240 shares of WATERS CORP 20,005 20,909
    620 shares of WELLS FARGO CO. 19,955 21,192
    295 shares of YUM BRANDS INC 19,858 19,588

    TY 2012 InvestmentsGovtObligationsSch
    Name:
    The Baltimore Family Fund
    EIN: 04-6826272
    Software ID:12000057
    Software Version:12.13.328.3
    US Government Securities - End of Year Book Value:

    27,169
    US Government Securities - End of Year Fair Market Value:

    26,993
    State & Local Government Securities - End of Year Book Value:


    11,314
    State & Local Government Securities - End of Year Fair Market Value:


    12,200


    TY 2012 OtherExpensesSchedule
    Name:
    The Baltimore Family Fund
    EIN: 04-6826272
    Software ID:12000057
    Software Version:12.13.328.3
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 16,663     16,663
    Equipment Purchase and Maintenance 1,000     1,000
    State or Local Filing Fees 35     35


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    The Baltimore Family Fund
    EIN: 04-6826272
    Software ID:12000057
    Software Version:12.13.328.3
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 28,366 28,366    


    TY 2012 SubstantialContributorsSch
    Name:
    The Baltimore Family Fund
    EIN: 04-6826272
    Software ID:12000057
    Software Version:12.13.328.3
    Name Address
    Alice Baltimore 1255 S Grand Avenue
    Pasadena,CA91105
    David Baltimore 1255 S Grand Avenue
    Pasadena,CA91105


    TY 2012 TaxesSchedule
    Name:
    The Baltimore Family Fund
    EIN: 04-6826272
    Software ID:12000057
    Software Version:12.13.328.3
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Estimated Tax for 2012 1,000      
    Foreign Tax Paid 52 52    
    IRS Excise Tax Payment with 1st ext 990-PF 73