Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,219,847J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 11,771 11,771  
4 Dividends and interest from securities... 90,939 90,939  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 301,232
b Gross sales price for all assets on line 6a 1,087,895
7 Capital gain net income (from Part IV, line 2)... 315,126
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)....... Click to see attachment
List of Attached Documents:
// Content
21 21  
12 Total. Add lines 1 through 11........ 403,963 417,857  
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).... Click to see attachment
List of Attached Documents:
// Content
35,572 35,572    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,392 292    
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
List of Attached Documents:
// Content
18,340     18,340
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 60,304 35,864   18,340
25 Contributions, gifts, grants paid....... 212,955 212,955
26 Total expenses and disbursements. Add lines 24 and 25 273,259 35,864   231,295
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 130,704
b Net investment income (if negative, enter -0-) 381,993
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 212,435 215,476 215,476
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 95,095 Click to see attachment
List of Attached Documents:
// Content
381,515 		388,623
b Investments—corporate stock (attach schedule)....... 2,219,150 Click to see attachment
List of Attached Documents:
// Content
2,218,027 		4,175,847
c Investments—corporate bonds (attach schedule)....... 616,481 Click to see attachment
List of Attached Documents:
// Content
458,847 		439,901
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,143,161 3,273,865 5,219,847
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 3,143,161 3,273,865
29 Total net assets or fund balances (see instructions)..... 3,143,161 3,273,865
30 Total liabilities and net assets/fund balances (see instructions). 3,143,161 3,273,865
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,143,161
2
Enter amount from Part I, line 27a .....................
2
130,704
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,273,865
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,273,865
Form 990-PF (2023)
Form 990-PF (2023)
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 1,087,895   772,769 315,126
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       315,126
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 2 315,126
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
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 5,310
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 5,310
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 5,310
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,969
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,500
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,469
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 159
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow159 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMA
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow55 WALLS DRIVE FL 3FairfieldCT ZIP+4right arrow06824
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
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 Trustee, Pres
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...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
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.............right arrow  
Part VIII-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 VIII-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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
4,715,486
b
Average of monthly cash balances.......................
1b
280,427
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,995,913
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
4,995,913
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
74,939
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,920,974
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
246,049
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
246,049
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,310
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,310
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
240,739
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
240,739
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
240,739
Part XI
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
231,295
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
231,295
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 240,739
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 226,112
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 231,295
a Applied to 2022, but not more than line 2a 226,112
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 2023 distributable amount..... 5,183
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023.    
(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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		235,556
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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
Supplementary Information (Complete this part only if the foundation 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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

939 BEACH DR NE STE APT 910
SAINT PETERSBURG,FL33701 		N/A PC General & Unrestricted 10,000

A BETTER CHANCE INC

2 W53EST 35TH ST 6TH FLOOR
NEW YORK,NY10001 		N/A PC General & Unrestricted 100

A NOISE WITHIN

3352 E FOOTHILL BLVD
PASADENA,CA91107 		N/A PC General & Unrestricted 500

AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENC

1200 NEW YORK AVE NW
WASHINGTON,DC20005 		N/A PC General & Unrestricted 2,000

AMERICAN CAMPING ASSOCIATION INC

5000 STATE RD 67 N
MARTINSVILLE,IN46151 		N/A PC Hidden Valley Camp 200

AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC

125 BROAD ST 18TH FLOOR
NEW YORK,NY10004 		N/A PC General & Unrestricted 1,000

AMERICAN FRIENDS SERVICE COMMITTEE

1501 CHERRY ST
PHILADELPHIA,PA19102 		N/A PC Gaza Response 10,000

AMERICAN REPERTORY THEATRE

64 BRATTLE ST
CAMBRIDGE,MA02138 		N/A PC General & Unrestricted 100

AMERICAN SOCIETY FOR VIROLOGY INC

5635 MS 2 1150 W MED CENTER DR
ANN ARBOR,MI48109 		N/A PC General & Unrestricted 1,000

ARLINGTON GARDEN IN PASADENA

PO BOX 50617
PASADENA,CA91105 		N/A PC General & Unrestricted 200

ASIAN AMERICAN UNITY COALITION INC

6428 MARGARETS LN
EDINA,MN55439 		N/A PC General & Unrestricted 500

ASSOCIATION FOR WOMEN IN SCIENCE INC

1629 K ST NW STE 300
WASHINGTON,DC20006 		N/A PC General & Unrestricted 200

BITTER ROOT LAND TRUST INC

170 S 2ND ST
HAMILTON,MT59840 		N/A PC General & Unrestricted 500

BROAD INSTITUTE INC

415 MAIN ST
CAMBRIDGE,MA02142 		N/A PC General & Unrestricted 400

CALIFORNIA INSTITUTE OF TECHNOLOGY

1200 E CALIFORNIA BLVD M/C 5-32
PASADENA,CA91125 		N/A PC General & Unrestricted 2,000

CALIFORNIA INSTITUTE OF TECHNOLOGY

1200 E CALIFORNIA BLVD M/C 5-32
PASADENA,CA91125 		N/A PC The Associates (Second 100 donors fund) 15,000

CALIFORNIA STATE UNIVERSITY LONG BEACH FOUNDATION

1500 COTNER AVE
LOS ANGELES,CA90025 		N/A PC General & Unrestricted 100

CAMBRIDGE PUBLIC LIBRARY FOUNDATION INC

449 BROADWAY
CAMBRIDGE,MA02138 		N/A PC General & Unrestricted 100

CAPE COD YOUNG MENS CHRISTIAN ASSOCIATION INC

100 INDEPENDENCE DR STE 2
HYANNIS,MA02601 		N/A PC General & Unrestricted 50

CENTER FOR CONSTITUTIONAL RIGHTS INC

666 BROADWAY 7TH FLR
NEW YORK,NY10012 		N/A PC General & Unrestricted 1,000

CENTER FOR SCIENCE IN THE PUBLIC INTEREST

1250 I ST NW STE 500
WASHINGTON,DC20005 		N/A PC General & Unrestricted 1,000

CENTER THEATRE GROUP OF LOS ANGELES

601 W TEMPLE ST 13
LOS ANGELES,CA90012 		N/A PC General & Unrestricted 3,000

CHURCH OF THE MESSIAH

13 CHURCH ST
WOODS HOLE,MA02543 		N/A PC General & Unrestricted 1,100

CITY HARVEST INC

150 52ND ST
BROOKLYN,NY11232 		N/A PC General & Unrestricted 1,000

COMMITTEE OF CONCERNED SCIENTISTS INC

PO BOX 273
MOUNTAINHOME,PA18342 		N/A PC General & Unrestricted 300

COMMUNITY HEALTH PROMOTION PROJECT

124 E 40TH ST RM 702
NEW YORK,NY10016 		N/A PC General & Unrestricted 100

COONAMESSETT FARM FOUNDATION INC

277 HATCHVILLE RD
EAST FALMOUTH,MA02536 		N/A PC General & Unrestricted 50

COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I

PO BOX 1870
MERRIFIELD,VA22116 		N/A PC General & Unrestricted 250

DOANE ACADEMY

350 RIVERBANK
BURLINGTON,NJ08016 		N/A PC General & Unrestricted 1,000

DOE FUND INC

345 EAST 102ND ST STE 305
NEW YORK,NY10029 		N/A PC General & Unrestricted 50

DOROTHY AND CHARLES MOSESIAN CENTER FOR THE ARTS

321 ARSENAL ST
WATERTOWN,MA02472 		N/A PC General & Unrestricted 50

FALMOUTH PUBLIC LIBRARY SUPPORT FUND INC

300 MAIN ST
FALMOUTH,MA02540 		N/A PC General & Unrestricted 100

FEDERATION OF AMERICAN SCIENTISTS

1112 16TH ST NW SUITE 600
WASHINGTON,DC20036 		N/A PC General & Unrestricted 200

FRIENDS OF FALMOUTH BIKEWAYS INC

432 WILD HARBOR RD
N FALMOUTH,MA02556 		N/A PC General & Unrestricted 50

FRIENDS OF MOUNT AUBURN CEMETERY

580 MOUNT AUBURN ST
CAMBRIDGE,MA02138 		N/A PC General & Unrestricted 50

FRIENDS OF MVYRADIO INC

PO BOX 1420
WEST TISBURY,MA02575 		N/A PC General & Unrestricted 250

GREENWICH VILLAGE SOCIETY FOR HISTORIC PRESERVATIO

232 EAST 11TH ST
NEW YORK,NY10003 		N/A PC General & Unrestricted 200

HENRY E HUNTINGTON LIBRARY & ART GALLERY

1151 OXFORD RD
SAN MARINO,CA91108 		N/A PC General & Unrestricted 200

HUMAN RIGHTS IN CHINA INC

110 WALL ST
NEW YORK,NY10005 		N/A PC General & Unrestricted 200

INSTITUTE FOR NONPROFIT NEWS

8549 WILSHIRE BLVD 2294
BEVERLY HILLS,CA90211 		N/A PC Support non-profit news in red states and in Southern California 30,000

INTERNATIONAL RESCUE COMMITTEE INC

PO BOX 6068
ALBERT LEA,MN56007 		N/A PC General & Unrestricted 1,000

JACKSON LABORATORY

PO BOX 411423
BOSTON,ME02241 		N/A PC General & Unrestricted 2,000

JOHNS HOPKINS UNIVERSITY

3910 KESWICK RD STE N2100
BALTIMORE,MD21211 		N/A PC School of Medicine: IBBS 5,000

KECK GRADUATE INSTITUTE

535 WATSON DR
CLAREMONT,CA91711 		N/A PC General & Unrestricted 500

LEAGUE OF WOMEN VOTERS OF CALIFORNIA EDUCATION FUN

65 S GRAND AVE STE 209
PASADENA,CA91105 		N/A PC General & Unrestricted 250

LOS ANGELES OPERA COMPANY

135 N 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

MAKING BOOKS SING INC

340 E 46TH ST
NEW YORK,NY10017 		N/A PC General & Unrestricted 50

MARINE BIOLOGICAL LABORATORY

7 MBL ST
WOODS HOLE,MA02543 		N/A PC General & Unrestricted 5,000

MEDECINS SANS FRONTIERES USA INC

PO BOX 5030
HAGERSTOWN,MD21741 		N/A PC General & Unrestricted 4,000

MEDIATORS FOUNDATION INC

2525 ARAPAHOE AVE UNIT E4 BOX 509
BOULDER,CO80302 		N/A PC All Sides for All Schools 30,000

MICROBETV

352 7TH AVE RM 703
NEW YORK,NY10001 		N/A PC General & Unrestricted 1,000

MIT ALUMNI FUND

77 MASSACHUSETTS AVE W92-280
CAMBRIDGE,MA02139 		N/A PC General & Unrestricted 2,000

MUSEUM ASSOCIATES

5905 WILSHIRE BLVD
LOS ANGELES,CA90036 		N/A PC General & Unrestricted 130

MUSEUM OF CHINESE IN THE AMERICA

215 CENTRE ST
NEW YORK,NY10013 		N/A PC General & Unrestricted 200

MUSEUM OF MODERN ART

11 W 53RD ST
NEW YORK,NY10019 		N/A PC General & Unrestricted 200

MUSEUM OF SCIENCE

1 SCIENCE PARK
BOSTON,MA02114 		N/A PC General & Unrestricted 2,100

MUSIC CENTER FOUNDATION

135 N GRAND AVE
LOS ANGELES,CA90012 		N/A PC General & Unrestricted 800

NATIONAL ACADEMY OF SCIENCES

2101 CONSTITUTION AVE NW
WASHINGTON,DC20418 		N/A PC General & Unrestricted 2,000

NATIONAL GEOGRAPHIC SOCIETY

1145 17TH ST NW
WASHINGTON,DC20036 		N/A PC General & Unrestricted 100

NEIGHBORHOOD FALMOUTH INC

PO BOX 435
FALMOUTH,MA02541 		N/A PC General & Unrestricted 600

PACIFIC COUNCIL ON INTERNATIONAL POLICY

725 S FIGUEROA ST STE 450
LOS ANGELES,CA90017 		N/A PC General & Unrestricted 625

PAGE SEVENTY THREE PRODUCTIONS INC

80 HANSON PL 6TH FLOOR
BROOKLYN,NY11217 		N/A PC General & Unrestricted 100

PASADENA COMMUNITY FOUNDATION

301 E COLORADO BLVD STE 810
PASADENA,CA91101 		N/A PC General & Unrestricted 2,000

PASADENA HERITAGE

160 N OAKLAND AVE
PASADENA,CA91101 		N/A PC General & Unrestricted 500

PASADENA POLICE FOUNDATION

530 S LAKE AVE 849
PASADENA,CA91101 		N/A PC General & Unrestricted 200

PASADENA SENIOR CENTER

85 E HOLLY ST
PASADENA,CA91103 		N/A PC General & Unrestricted 1,000

PEOPLE FOR CATS

PO BOX 422
WEST FALMOUTH,MA02574 		N/A PC General & Unrestricted 250

PLANNED PARENTHOOD FEDERATION OF AMERICA INC

123 WILLIAMS ST 10TH FL
NEW YORK,NY10038 		N/A PC General & Unrestricted 3,100

PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC

1055 COMMONWEALTH AVE
BOSTON,MA02215 		N/A PC General & Unrestricted 3,000

PLANNED PARENTHOOD PASADENA AND SAN GABRIEL VALLEY

2333 LAKE AVE 2ND FL
ALTADENA,CA91001 		N/A PC General & Unrestricted 500

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

PO BOX 419209
BOSTON,MA02241 		N/A PC Schlesinger Library at Radcliffe 1,000

PROSTATE CANCER FOUNDATION

1250 4TH ST STE 360
SANTA MONICA,CA90401 		N/A PC General & Unrestricted 1,200

PROTESTANT EPISCOPAL CATHEDRAL FOUNDATION OF THE D

3612 WOODLEY RD NW
WASHINGTON,DC20016 		N/A PC General & Unrestricted 1,000

PROTESTANT EPISCOPAL CATHEDRAL FOUNDATION OF THE D

3101 WISCONSIN AVE NW
WASHINGTON,DC20016 		N/A PC National Cathedral School for Girls 1,000

RAY WU MEMORIAL FUND

3338 PEACHTREE RD NE APT 2307
ATLANTA,GA30326 		N/A PC General & Unrestricted 1,000

READY WILLING & ABLE

345 E 102ND ST STE 305
NEW YORK,NY10029 		N/A PC General & Unrestricted 100

RESEARCH AMERICA

241 18TH ST S STE 501
ARLINGTON,VA22202 		N/A PC General & Unrestricted 10,000

SAVE THE CHILDREN FEDERATION INC

501 KINGS HWY EAST STE 400
FAIRFIELD,CT06825 		N/A PC General & Unrestricted 50

SHADY HILL SCHOOL

178 COOLIDGE HILL
CAMBRIDGE,MA02138 		N/A PC General & Unrestricted 8,000

SOUTHERN CALIFORNIA PUBLIC RADIO

474 SOUTH RAYMOND AVE
PASADENA,CA91105 		N/A PC General & Unrestricted 1,000

ST THOMAS ANGLICAN CHURCH

4106 ST THOMAS DR
GIBSONIA,PA15044 		N/A PC General & Unrestricted 200

SWARTHMORE COLLEGE

500 COLLEGE AVE
SWARTHMORE,PA19081 		N/A PC General & Unrestricted 3,000

TEAK FELLOWSHIP INC

16 W 22ND ST 3RD FL
NEW YORK,NY10010 		N/A PC General & Unrestricted 50

THE FREECYCLE NETWORK

PO BOX 294
TUCSON,AZ85702 		N/A PC General & Unrestricted 50

THE GREATER BOSTON FOOD BANK INC

70 S BAY AVE
BOSTON,MA02118 		N/A PC General & Unrestricted 100

THE MIAMI FOUNDATION INC

40 NW 3RD ST STE 305
MIAMI,FL33128 		N/A PC Fund for Non-profit News 15,000

THE NATIONAL ORGANIZATION FOR WOMEN FOUNDATION INC

PO BOX 1848
MERRIFIELD,DC22116 		N/A PC General & Unrestricted 500

THE TREVOR PROJECT INC

PO BOX 69232
WEST HOLLYWOOD,CA90069 		N/A PC General & Unrestricted 50

TROUT UNLIMITED

PO BOX 7186
MISSOULA,MT59807 		N/A PC General & Unrestricted 1,000

TRUSTEES OF PHILLIPS ACADEMY

180 MAIN ST
ANDOVER,MA01810 		N/A PC General & Unrestricted 1,000

UNION OF CONCERNED SCIENTISTS INC

2 BRATTLE SQ SUITE 6
CAMBRIDGE,MA02138 		N/A PC General & Unrestricted 500

UNION STATION HOMELESS SERVICES

825 E ORANGE GROVE BLVD
PASADENA,CA91104 		N/A PC General & Unrestricted 1,000

UNITED STATES ASSOCIATION FOR UNHCR

1310 L ST NW STE 450
WASHINGTON,DC20005 		N/A PC General & Unrestricted 1,000

UNITED WAY INC

1150 SOUTH OLIVE ST SUITE T500
LOS ANGELES,CA90015 		N/A PC General & Unrestricted 1,500

UNIVERSITY OF SOUTHERN CALIFORNIA

PO BOX 7913
LOS ANGELES,CA90007 		N/A PC General & Unrestricted 500

WELLESLEY COLLEGE

106 CENTRAL ST
WELLESLEY,MA02481 		N/A PC Wellesley Center for Women 1,000

WELLESLEY COLLEGE

106 CENTRAL ST
WELLESLEY,MA02481 		N/A PC General & Unrestricted 1,000

WEST PASADENA RESIDENTS ASSOCIATION

PO BOX 50252
PASADENA,CA91115 		N/A PC General & Unrestricted 100

WGBH EDUCATIONAL FOUNDATION

ONE GUEST ST
BOSTON,MA02135 		N/A PC General & Unrestricted 250

WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH

455 MAIN ST
CAMBRIDGE,MA02142 		N/A PC General & Unrestricted 1,500

WIDE HORIZONS FOR CHILDREN INC

391 TOTTEN POND RD STE 303
WALTHAM,MA02451 		N/A PC General & Unrestricted 50

WIKIMEDIA FOUNDATION INC

PO BOX 98204
WASHINGTON,DC20090 		N/A PC General & Unrestricted 750

WILDLIFE CONSERVATION SOCIETY

2300 SOUTHERN BLVD
BRONX,NY10460 		N/A PC General & Unrestricted 50

WILLIAM J BRENNAN JR CENTER FOR JUSTICE INC

120 BROADWAY STE 1750
NEW YORK,NY10271 		N/A PC General & Unrestricted 200

WOODS HOLE PUBLIC LIBRARY

PO BOX 185
WOODS HOLE,MA02543 		N/A PC General & Unrestricted 200

WORKING THEATRE CO INC

520 8TH AVENUE SUITE 303
NEW YORK,NY10018 		N/A PC General & Unrestricted 50

YALE ALUMNI NONPROFIT ALLIANCE INC

607 W END AVE APT 9A
NEW YORK,NY10024 		N/A PC Shades Alumni Family and their 35th Anniversary reunion activities 2,500

YALE UNIVERSITY

PO BOX 1890
NEW HAVEN,CT06508 		N/A PC General & Unrestricted 1,150

ZOOLOGICAL SOCIETY OF NEW JERSEY INC

560 NORTHFIELD AVE
WEST ORANGE,NJ07052 		N/A PC General & Unrestricted 50
Total .................................right arrow 3a 212,955
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 11,771  
4 Dividends and interest from securities ....     14 90,939  
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 ............ 		    18 301,232  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCLASS ACTION LAWSUIT PROCEEDS 		    01 21  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   403,963  
13Total. Add line 12, columns (b), (d), and (e)..................
13
403,963
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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) (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) (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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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

TY 2023 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 2023 InvestmentsCorpBondsSchedule
Name:
The Baltimore Family Fund
EIN:
04-6826272
Name of Bond End of Year Book Value End of Year Fair Market Value
AMERN TOWER CORP - 2.960% - 01 49,726 48,789
BROADCOM CORP/BROADCOM CAYMAN 53,300 49,954
CELANESE US HOLDINGS LLC - 3.5 48,218 44,578
CVS HEALTH CORP - 3.375% - 08/ 49,376 49,953
CWALT 2005-J7 1A5 - 5.500% - 0 7,096 3,190
ORACLE CORP NOTE - 2.950% - 11 53,274 48,881
THERMO FISHER SCIENTIFIC INC N 50,066 48,405
UNITED STATES TREAS AL-202 - 1 97,366 96,644
VALERO ENERGY CORP - 1.200% - 50,425 49,507

TY 2023 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 39,440 85,234
ADOBE SYSTEMS, INC 17,601 68,609
ALPHABET INC CL A 43,783 215,122
AMAZON COM 45,731 218,793
AMERICAN TOWER REIT INC 50,352 79,876
AMGEN INC 18,988 48,963
APPLE INC 32,683 281,093
ARRAY BIOPHARMA INC 36,596 39,480
BNDBLXX BLMBRG 50,125 50,200
CHEVRON CORP 56,481 76,072
CHUBB LIMITED 20,625 33,900
CONSTELLATION ENERGY GROUP INC 8,989 29,223
COSTCO WHOLESALE CORPORATION 34,687 141,917
DANAHER CORP 40,519 108,730
ESTEE LAUDER COMPANIES INC 30,690 43,583
EXELON CORPORATION 49,813 52,953
EXXON MOBIL CORP 38,915 70,986
FISERV, INC 50,228 66,420
FORTIVE CORPORATION 23,458 39,171
HOME DEPOT INC 9,831 45,052
INTUIT 34,419 84,379
IQVIA HOLDINGS INC 37,211 63,630
ISHARES BARCLAYS US AGGREGATE 153,917 142,423
ISHARESLEHMAN 7-10YR 181,056 183,140
JP MORGAN CHASE 51,656 93,555
LINDE PLC COM 18,622 69,821
MERCK & CO INC 37,779 87,761
MONDELEZ INTERNATIONAL INC 57,503 87,133
MSCI INC 19,938 42,424
NEXTERA ENERGY PFD - 5.650% - 50,000 48,540
NEXTERA ENERGY, INC 60,148 88,680
O'REILLY AUTOMOTIVE INC 18,117 76,006
PALO ALTO NETWORKS INC 33,278 58,976
PAYPAL HOLDINGS, INC 60,445 58,462
PUBLIC STORAGE INC 44,236 65,575
QUALCOMM INC 44,098 108,473
S&P GLOBAL INC COM 23,454 72,686
SALESFORCE.COM 44,443 108,151
SERVICE NOW 56,579 81,246
STARBUCKS CORP COM 20,864 41,764
STERIS PLC 33,749 107,727
SYNOPSYS, INC 45,778 61,789
TARGET CORPORATION 62,797 65,656
UNITEDHEALTH GROUP INC 51,487 115,823
VERALTO CORPORATION 5,300 12,833
VERISK ANALYTICS, INC 26,533 76,435
WALT DISNEY HOLDINGS CO 45,139 49,660
WASTE CONNECTIONS 61,418 89,562
WISDOMTREE FLOATING RATE TREAS 138,528 138,160

TY 2023 InvestmentsGovtObligationsSch
Name:
The Baltimore Family Fund
EIN:
04-6826272
US Government Securities - End of Year Book Value:

381,515
US Government Securities - End of Year Fair Market Value:

388,623
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 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 18,340     18,340


TY 2023 OtherIncomeSchedule2
Name:
The Baltimore Family Fund
EIN:
04-6826272
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Class Action Lawsuit Proceeds 21 21  


TY 2023 OtherProfessionalFeesSchedule
Name:
The Baltimore Family Fund
EIN:
04-6826272
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 35,572 35,572    


TY 2023 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 2023 3,800      
990-PF Extension for 2022 2,300      
Foreign Tax Paid 292 292