Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
The Baltimore Family Fund
 
% Foundation Source
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 or province, country, and ZIP or foreign postal 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
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,765,316
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 30,634
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 330 330  
4 Dividends and interest from securities... 54,941 54,941  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 134,313
b Gross sales price for all assets on line 6a 928,182
7 Capital gain net income (from Part IV, line 2)... 134,313
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........ 220,218 189,584  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 33,041 33,041    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 3,037      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 20,493     20,493
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 56,571 33,041   20,493
25 Contributions, gifts, grants paid....... 72,445 72,445
26 Total expenses and disbursements. Add lines 24 and 25 129,016 33,041   92,938
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 91,202
b Net investment income (if negative, enter -0-) 156,543
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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......... 425,504 184,860 184,860
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 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) 11,231 Click to see attachment11,231 10,541
b Investments—corporate stock (attach schedule)....... 2,704,143 Click to see attachment2,994,561 3,457,831
c Investments—corporate bonds (attach schedule)....... 75,747 Click to see attachment117,175 112,084
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) 3,216,625 3,307,827 3,765,316
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 3,216,625 3,307,827
30 Total net assets or fund balances (see instructions)..... 3,216,625 3,307,827
31 Total liabilities and net assets/fund balances (see instructions). 3,216,625 3,307,827
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
3,216,625
2
Enter amount from Part I, line 27a .....................
2
91,202
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,307,827
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
3,307,827
Form 990-PF (2015)
Form 990-PF (2015)
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 928,182   793,869 134,313
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       134,313
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 2 134,313
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 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))
2014 87,925 3,667,570 0.023974
2013 82,223 3,260,529 0.025218
2012 83,833 2,966,087 0.028264
2011 58,845 2,957,017 0.0199
2010 103,779 2,864,944 0.036224
2
Total of line 1, column (d) .....................
20.13358
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
0.026716
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
3,817,379
5
Multiply line 4 by line 3......................
5
101,985
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,565
7
Add lines 5 and 6........................
7
103,550
8
Enter qualifying distributions from Part XII, line 4.............
8
92,938
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 3,131
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 3,131
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 3,131
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 2,900
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 231
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,131
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 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  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
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 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)
    bulletMA
    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 2015 or the taxable year beginning in 2015 (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
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 ofbulletFoundation 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 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    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 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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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 4945(d)(4)(A)? (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 (2015)
    Form 990-PF (2015)
    Page 7
    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
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    David Baltimore Chairman / Trustee
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Lauren R Baltimore Trustee
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Normand F Smith Trustee
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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  
    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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    3,672,380
    b
    Average of monthly cash balances.......................
    1b
    203,132
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,875,512
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,875,512
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    58,133
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,817,379
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    190,869
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    190,869
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    3,131
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,131
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    187,738
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    187,738
    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
    187,738
    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 ..........
    1a
    92,938
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    92,938
    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
    92,938
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 187,738
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only.......  
    b Total for prior years:2013, 2012, 2011  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 92,938
    a Applied to 2014, 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 2015 distributable amount..... 92,938
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015.    
    (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 0
    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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    94,800
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015.... 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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 or email address 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 (2015)
    Form 990-PF (2015)
    Page 11
    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 PC SELF Project 1,000
    A NOISE WITHIN
    3352 E FOOTHILL BLVD
    PASADENA,CA91107
    N/A PC General & Unrestricted 1,000
    AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENC
    1200 NEW YORK AVE N W
    WASHINGTON,DC20005
    N/A PC Alan Leshner Fund 10,000
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
    125 BROAD ST 18TH FL
    NEW YORK,NY10004
    N/A PC General & Unrestricted 350
    AMERICAN FRIENDS SERVICE COMMITTEE
    1501 CHERRY ST
    PHILADELPHIA,PA19102
    N/A PC General & Unrestricted 200
    AMERICAN INSTITUTE FOR ECONOMIC RESEARCH INC
    250 DIVISION ST
    GT BARRINGTON,MA01230
    N/A PC General & Unrestricted 100
    ARLINGTON GARDEN IN PASADENA
    295 ARLINGTON DR
    PASADENA,CA91105
    N/A PC General & Unrestricted 100
    ASSOCIATION FOR WOMEN IN SCIENCE INC
    1321 DUKE ST STE 210
    ALEXANDRIA,VA22314
    N/A PC General & Unrestricted 200
    BROAD INSTITUTE INC
    415 MAIN ST
    CAMBRIDGE,MA02142
    N/A PC General & Unrestricted 250
    CALIFORNIA STATE UNIVERSITY LONG BEACH FOUNDATION
    1500 COTNER AVE
    LOS ANGELES,CA90025
    N/A PC KKJZ Division 200
    CENTER FOR CONSTITUTIONAL RIGHTS INC
    666 BROADWAY FL 7
    NEW YORK,NY10012
    N/A PC General & Unrestricted 300
    CENTER FOR SCIENCE IN THE PUBLIC INTEREST
    12201 ST NW STE 300
    WASHINGTON,DC20005
    N/A PC General & Unrestricted 500
    CENTER THEATRE GROUP OF LOS ANGELES
    601 W TEMPLE ST
    LOS ANGELES,CA90012
    N/A PC General & Unrestricted 1,000
    CHURCH OF THE MESSIAH
    13 CHURCH ST
    WOODS HOLE,MA02543
    N/A PC General & Unrestricted 1,000
    CITY HARVEST INC
    6 E 32ND ST FL 5
    NEW YORK,NY10016
    N/A PC General & Unrestricted 100
    COALITION FOR CHILDREN
    340 TEATICKET HWY
    TEATICKET,MA02536
    N/A PC General & Unrestricted 100
    COMMITTEE OF CONCERNED SCIENTISTS INC
    222 W 135TH ST APT 3A
    NEW YORK,NY10030
    N/A PC General & Unrestricted 250
    COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I
    PO BOX 7039
    MERRIFIELD,VA22116
    N/A PC General & Unrestricted 250
    DOANE ACADEMY
    350 W DELAWARE AVE
    BURLINGTON,NJ08016
    N/A PC General & Unrestricted 20,000
    DOCTORS WITHOUT BORDERS USA INC
    333 7TH AVE 2ND FL
    NEW YORK,NY10001
    N/A PC General & Unrestricted 1,000
    FALMOUTH PUBLIC LIBRARY SUPPORT FUND INC
    300 MAIN ST
    FALMOUTH,MA02540
    N/A PC General & Unrestricted 200
    FEDERATION OF AMERICAN SCIENTISTS
    1725 DESALES ST NW 6TH FL
    WASHINGTON,DC20036
    N/A PC General & Unrestricted 250
    FRIENDS OF FALMOUTH BIKEWAYS INC
    432 WILD HARBOR RD
    N FALMOUTH,MA02556
    N/A PC General & Unrestricted 200
    FRIENDS OF LIBERTY STATE PARK INC
    PO BOX 3407
    JERSEY CITY,NJ07303
    N/A PC General & Unrestricted 200
    GRACE VAN VORST COMMUNITY SERVICE NJ NONPROFIT COR
    39 ERIE ST
    JERSEY CITY,NJ07302
    N/A PC General & Unrestricted 200
    JACKSON LABORATORY
    600 MAIN ST
    BAR HARBOR,MA01001
    N/A PC General & Unrestricted 1,000
    JOHNS HOPKINS UNIVERSITY
    3910 KESWICK RD STE N2100
    BALTIMORE,MD21211
    N/A PC IBBS at the Medical School 1,000
    KECK GRADUATE INSTITUTE
    535 WATSON DR
    CLAREMONT,CA91711
    N/A PC General & Unrestricted 500
    KEYSTONE CENTER
    1628 SAINT JOHN RD
    KEYSTONE,CO80435
    N/A PC Robert W. Craig Memorial Fund 1,000
    KOCE-TV FOUNDATION - PBS SOCAL
    PO BOX 25113
    SANTA ANA,CA92799
    N/A PC General & Unrestricted 200
    LEAGUE OF WOMEN VOTERS OF CALIFORNIA EDUCATION FUN
    65 S GRAND AVE STE 209
    PASADENA,CA91105
    N/A PC General & Unrestricted 180
    LITERACY LAB
    120A LINDEN ST
    OAKLAND,CA94607
    N/A PC General & Unrestricted 100
    LOS ANGELES OPERA COMPANY
    135 NO GRAND AVE
    LOS ANGELES,CA90012
    N/A PC General & Unrestricted 1,000
    LOS ANGELES PHILHARMONIC ASSOCIATION
    151 S GRAND AVE
    LOS ANGELES,CA90012
    N/A PC General & Unrestricted 1,000
    MARINE BIOLOGICAL LABORATORY
    7 MBL ST
    WOODS HOLE,MA02543
    N/A PC in memory of Herman Eisen FUND 2,000
    MIT ALUMNI FUND
    77 MASSACHUSETTS AVE W92-280
    CAMBRIDGE,MA02139
    N/A PC General & Unrestricted 1,000
    MUSEUM OF CHINESE IN THE AMERICA
    215 CENTRE ST
    NEW YORK,NY10013
    N/A PC General & Unrestricted 100
    MUSEUM OF CONTEMPORARY ART
    250 S GRAND AVE
    LOS ANGELES,CA90012
    N/A PC General & Unrestricted 147
    MUSEUM OF MODERN ART
    11 W 53RD ST
    NEW YORK,NY10019
    N/A PC General & Unrestricted 139
    MUSIC CENTER FOUNDATION
    135 N GRAND AVE
    LOS ANGELES,CA90012
    N/A PC General & Unrestricted 800
    MUSIC CENTER FOUNDATION
    135 N GRAND AVE
    LOS ANGELES,CA90012
    N/A PC Blue Ribbon Division 1,000
    NATIONAL CATHEDRAL SCHOOL FOR GIRLS
    MOUNT SAINT ALBAN
    WASHINGTON,DC20016
    N/A PC General & Unrestricted 1,000
    PACIFIC COUNCIL ON INTERNATIONAL POLICY
    725 S FIGUEROA ST STE 750
    LOS ANGELES,CA90017
    N/A PC General & Unrestricted 500
    PAGE SEVENTY THREE PRODUCTIONS INC
    138 S OXFORD ST STE 4E
    BROOKLYN,NY11217
    N/A PC General & Unrestricted 200
    PASADENA POLICE FOUNDATION
    207 N GARFIELD AVE
    PASADENA,CA91101
    N/A PC General & Unrestricted 100
    PASADENA SENIOR CENTER
    85 E HOLLY ST
    PASADENA,CA91103
    N/A PC General & Unrestricted 150
    PERFORMING ARTS CENTER OF LOS ANGELES COUNTY
    135 N GRAND AVE
    LOS ANGELES,CA90012
    N/A PC General & Unrestricted 2,500
    PERFORMING ARTS CENTER OF LOS ANGELES COUNTY
    135 N GRAND AVE
    LOS ANGELES,CA90012
    N/A PC Blue Ribbon Fund of the Music Center 1,000
    PLANNED PARENTHOOD FEDERATION OF AMERICA INC
    123 WILLIAMS ST 10TH FL
    NEW YORK,NY10038
    N/A PC General & Unrestricted 100
    PLANNED PARENTHOOD PASADENA AND SAN GABRIEL VALLEY
    2333 LAKE AVE 2ND FL - MAILBOX J
    ALTADENA,CA91001
    N/A PC General & Unrestricted 500
    PUBLIC AGENDA INC
    6 E 39TH ST FL 9
    NEW YORK,NY10016
    N/A PC General & Unrestricted 750
    READY WILLING & ABLE
    232 E 84TH ST
    NEW YORK,NY10028
    N/A PC General & Unrestricted 200
    RESEARCH AMERICA
    1101 KING ST STE 520
    ALEXANDRIA,VA22314
    N/A PC General & Unrestricted 500
    SALK INSTITUTE FOR BIOLOGICAL STUDIES
    10010 N TORREY PINES RD
    LA JOLLA,CA92037
    N/A PC General & Unrestricted 1,000
    SHADES A CAPPELLA INC
    PO BOX 203169
    NEW HAVEN,CT06520
    N/A PC General & Unrestricted 500
    SHADES A CAPPELLA INC
    PO BOX 203169
    NEW HAVEN,CT06520
    N/A PC Charitable Event 500
    SHADY HILL SCHOOL
    178 COOLIDGE HILL
    CAMBRIDGE,MA02138
    N/A PC General & Unrestricted 700
    SOUTHERN CALIFORNIA PUBLIC RADIO
    474 S RAYMOND AVE
    PASADENA,CA91105
    N/A PC General & Unrestricted 500
    STEVENS INSTITUTE OF TECHNOLOGY TRUSTEES
    1 CASTLE POINT ON HUDSON
    HOBOKEN,NJ07030
    N/A PC General & Unrestricted 400
    SWARTHMORE COLLEGE
    500 COLLEGE AVE PEARSON 015
    SWARTHMORE,PA19081
    N/A PC General & Unrestricted 1,500
    TEMPLE UNIVERSITY - SCHOOL OF MEDICINE
    PO BOX 827651
    PHILADELPHIA,PA19182
    N/A PC General & Unrestricted 1,000
    THE FRIENDS OF VAN VORST PARK INC
    282 MONTGOMERY ST
    JERSEY CITY,NJ07302
    N/A PC General & Unrestricted 200
    THE METROPOLITAN MUSEUM OF ART
    1000 5TH AVE
    NEW YORK,NY10028
    N/A PC Membership Program 254
    THE NATIONAL ORGANIZATION FOR WOMEN FOUNDATION INC
    1100 H ST NW NO 3RD FL
    WASHINGTON,DC20005
    N/A PC General & Unrestricted 200
    TIYYA FOUNDATION INC
    505 N TUSTIN AVE STE 280
    SANTA ANA,CA92705
    N/A PC General & Unrestricted 500
    TROUT UNLIMITED
    PO BOX 7186
    MISSOULA,MT59807
    N/A PC General & Unrestricted 250
    TRUSTEES OF GRINNELL COLLEGE
    733 BROAD ST
    GRINNELL,IA50112
    N/A PC Paul H. Patterson '65 Endowed Scholarship Fund 1,000
    TRUSTEES OF PHILLIPS ACADEMY
    180 MAIN ST
    ANDOVER,MA01810
    N/A PC General & Unrestricted 700
    UNION OF CONCERNED SCIENTISTS INC
    2 BRATTLE SQ STE 6
    CAMBRIDGE,MA02138
    N/A PC General & Unrestricted 300
    UNITED STATES ASSOCIATION FOR UNHCR
    1775 K ST NW STE 580
    WASHINGTON,DC20006
    N/A PC Syrian refugees Project 1,000
    UNITED WAY INC
    1150 S OLIVE ST STE T500
    LOS ANGELES,CA90015
    N/A PC General & Unrestricted 800
    UNIVERSITY OF SOUTHERN CALIFORNIA - KUSC
    149 S HILL ST STE H100
    LOS ANGELES,CA90015
    N/A PC General & Unrestricted 400
    WELLESLEY COLLEGE
    106 CENTRAL ST
    WELLESLEY,MA02481
    N/A PC General & Unrestricted 1,000
    WELLESLEY COLLEGE
    106 CENTRAL ST
    WELLESLEY,MA02481
    N/A PC The Peggy McIntosh Fund at the Wellesley Centers for Women Program 1,000
    WEST PASADENA RESIDENTS ASSOCIATION
    PO BOX 50252
    PASADENA,CA91115
    N/A PC General & Unrestricted 25
    WIKIMEDIA FOUNDATION INC
    PO BOX 98204
    WASHINGTON,DC20090
    N/A PC General & Unrestricted 300
    WOODS HOLE PUBLIC LIBRARY
    PO BOX 185
    WOODS HOLE,MA02543
    N/A PC General & Unrestricted 100
    YALE UNIVERSITY ALUMNI FUND
    PO BOX 1890
    NEW HAVEN,CT06508
    N/A PC General & Unrestricted 700
    Total .................................bullet 3a 72,445
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    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....          
    3
    Interest on savings and temporary cash investments ...........
        14 330  
    4 Dividends and interest from securities....     14 54,941  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............
        18 134,313  
    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)..   189,584  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13189,584
    (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 (2015)
    Form 990-PF (2015)
    Page 13
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) 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 name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    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.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    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 its Form 990PF, Part I, line 2, 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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) 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, CA91105

    $ 30,634


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

       
     
     

    $  


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

       
     
     

    $  


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

       
     
     

    $  


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

       
     
     

    $  


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

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    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
    REGENERON PHARMACEUTICALS, INC REGN, 52 sh. $ 29,546 2015-08-12
    (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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    The Baltimore Family Fund
     
    Employer identification number

    04-6826272
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2015)

    Additional Data


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    TY 2015 DepreciationSchedule
    Name:
    The Baltimore Family Fund
    EIN:
    04-6826272
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    The Baltimore Family Fund
    EIN:
    04-6826272
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CITIGROUP INC SR GLBL FL NT - 40,072 39,883
    CWMBS INC ASSET BACKED CTF - 5 27,117 22,571
    JPMORGAN CHASE & CO - 0.865% - 49,986 49,630

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    The Baltimore Family Fund
    EIN:
    04-6826272
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBVIE INC 58,631 56,278
    ALLIANCE DATA SYSTEM CORP 50,842 51,165
    ALPHABET INC CL A 67,662 105,031
    ALPHABET INC CL C 19,079 37,944
    AMAZON 64,690 98,004
    AMC NETWORKS INC 20,206 22,404
    AMGEN INC 57,523 83,600
    APPLE INC 105,862 136,944
    BANK OF AMERICA CORP 92,846 108,469
    BIOGEN INC 50,980 41,357
    BLACKROCK INC 19,360 27,242
    CAESARSTONE SDOT-YAM LTD ORD S 33,144 51,141
    CHEVRON CORP 59,474 49,028
    CITIGROUP INC 88,195 91,080
    COGNIZANT TECHNOLOGY SOLUTIONS 55,339 52,818
    CVS CAREMARK CORP 20,521 60,617
    DANAHER CORP 78,182 100,775
    DISCOVER FINL SVCS 68,201 66,221
    DISCOVERY COMMUNICATIONS CL A 41,615 36,818
    EOG RESOURCES INC 72,413 58,048
    EXPEDITORS INTL WASH INC 49,138 49,836
    EXPRESS SCRIPTS HOLDING CO 41,952 58,565
    FACEBOOK INC 40,807 99,427
    GILEAD SCIENCES INC 43,220 60,714
    HOME DEPOT INC 31,774 56,206
    IHS INC 55,316 54,478
    INTERNATIONAL BUSINESS MACHINE 25,619 22,019
    INTUIT 30,012 48,733
    ISHARES TR S & P MIDCAP 400 IN 45,396 67,013
    LOWES COMPANIES INC 34,173 63,113
    MCKESSON CORP 43,716 61,141
    MERCK & CO INC 59,940 67,081
    MICROSOFT CORP 58,057 73,788
    O'REILLY AUTOMOTIVE INC 10,048 24,075
    OCCIDENTAL PETROLEUM CORP 53,861 41,580
    PRAXAIR INC 35,121 31,744
    PRICELINE.COM INCORPORATED 20,209 31,874
    PTC THERAPEUTICS INC 52,763 52,488
    REGENERON PHARMACEUTICALS, INC 29,546 28,229
    SALESFORCE 27,704 28,224
    SCHLUMBERGER LTD 54,969 45,338
    SCRIPPS NETWORKS INT 52,182 41,131
    SPIRIT AIRLINES INC 39,709 36,861
    UNITED TECHNOLOGIES CORP 32,667 37,467
    VANGUARD MSCI EUROPEAN ETF 143,923 126,946
    VANGUARD SCOTTSDALE FDS SHORT 636,863 629,156
    WALGREENS BOOTS ALLIANCE 54,164 92,393
    WELLS FARGO & CO 66,947 93,227

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    The Baltimore Family Fund
    EIN:
    04-6826272
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

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


    11,231
    State & Local Government Securities - End of Year Fair Market Value:


    10,541


    TY 2015 OtherExpensesSchedule
    Name:
    The Baltimore Family Fund
    EIN:
    04-6826272
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 20,423     20,423
    State or Local Filing Fees 70     70


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    The Baltimore Family Fund
    EIN:
    04-6826272
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 33,041 33,041    


    TY 2015 TaxesSchedule
    Name:
    The Baltimore Family Fund
    EIN:
    04-6826272
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2015 2,900      
    990-PF Excise Tax for 2014 137