Civic Intelligence

The Frederick S Balsam Sr Charitable Trust

990PF • Fiscal year 2012 • EIN 52-1602528

Jan 01, 2012 to Dec 31, 2012 • Filed on Jun 20, 2013

Organization Profile
14820 Kelley Farm Drive20874
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

65th percentile

7.8%

Faster asset growth than 65% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$304,184

Up $22,076 (+7.8%) from 2011

Net Assets

Up

$304,184

Up $22,076 (+7.8%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$9,365

Down $758 (-7.5%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2011: $282,108Liabilities 2011: $0Net Assets 2011: $282,1082011Assets 2012: $304,184Liabilities 2012: $0Net Assets 2012: $304,1842012Assets 2013: $325,514Liabilities 2013: $0Net Assets 2013: $325,5142013Assets 2014: $331,822Liabilities 2014: $0Net Assets 2014: $331,8222014Assets 2015: $287,674Liabilities 2015: $0Net Assets 2015: $287,6742015Assets 2016: $287,416Liabilities 2016: $0Net Assets 2016: $287,4162016Assets 2017: $290,474Liabilities 2017: $0Net Assets 2017: $290,4742017Assets 2018: $239,556Liabilities 2018: $0Net Assets 2018: $239,5562018Assets 2019: $257,135Liabilities 2019: $0Net Assets 2019: $257,1352019Assets 2020: $284,138Liabilities 2020: $0Net Assets 2020: $284,1382020Assets 2022: $256,068Liabilities 2022: $0Net Assets 2022: $256,0682022Assets 2023: $274,664Liabilities 2023: $0Net Assets 2023: $274,6642023Assets 2024: $300,161Liabilities 2024: $0Net Assets 2024: $300,1612024

Highlighted filing

2012

Assets$304,184
Liabilities$0
Net Assets$304,184
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$20K$0-$20K-$40KExpenses 2011: $10,1232011Expenses 2012: $9,3652012Revenue 2013: $20,598Expenses 2013: $16,889Net Income 2013: $3,7092013Revenue 2014: $6,317Expenses 2014: $11,078Net Income 2014: -$4,7612014Revenue 2015: $5,572Expenses 2015: $34,885Net Income 2015: -$29,3132015Revenue 2016: $6,290Expenses 2016: $33,716Net Income 2016: -$27,4262016Revenue 2017: $11,888Expenses 2017: $33,813Net Income 2017: -$21,9252017Revenue 2018: $8,483Expenses 2018: $36,546Net Income 2018: -$28,0632018Revenue 2019: $10,091Expenses 2019: $34,557Net Income 2019: -$24,4662019Revenue 2020: $8,731Expenses 2020: $12,099Net Income 2020: -$3,3682020Revenue 2022: $5,489Expenses 2022: $9,439Net Income 2022: -$3,9502022Revenue 2023: $5,861Expenses 2023: $10,936Net Income 2023: -$5,0752023Revenue 2024: $5,945Expenses 2024: $12,920Net Income 2024: -$6,9752024

Highlighted filing

2012

Revenue-
Expenses$9,365
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jun 20, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRED S BALSAM JRTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFOURTH PRESBYTERIAN CHURCHCHARITABLE501C3BETHESDA, MD, US$6,450
Paid GrantFOURTH PRESBYTERIAN SCHOOLCHARITABLE501C3POTOMAC, MD, US$670
Paid GrantSAMARITAN'S PURSECHARITABLE501C3BOONE, NC, US$400
Paid GrantGOSPEL RESCUE MISSIONCHARITABLE501C3WASHINGTON, DC, US$400
Paid GrantSALVATION ARMYCHARITABLE501C3WASHINGTON, DC, US$220
Paid GrantADVENTURES IN MISSIONSCHARITABLE501C3ATLANTA, GA, US$200
Paid GrantFRONTIER LABOURERS FOR CHRISTCHARITABLE501C3HIGHLANDS RANCH, CO, US$200
Filing and Contact Details

Filer

EIN
52-1602528
Raw XML Appendix370 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEE
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0282859
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0282859
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0CORPORATE STOCK
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome09197
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome03024
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/RelatedOrExemptFunctionIncome0793
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome013014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss08540
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm09197
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss09197
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses03649
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice036642
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncm010
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss03024
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome09371
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss09365
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome013014
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses013014
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm03643
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0825
IRS990PF/BalanceSheets/CashBOY03595
IRS990PF/BalanceSheets/CashEOY0601
IRS990PF/BalanceSheets/CashEOYFMV0601
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0276379
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IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY02134
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IRS990PF/BalanceSheets/TotalAssetsEOYFMV0304184
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
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IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0282108
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0304184
IRS990PF/BalanceSheets/TotalNetAssetsBOY0282108
IRS990PF/BalanceSheets/TotalNetAssetsEOY0304184
IRS990PF/BalanceSheets/UnrestrictedBOY0282108
IRS990PF/BalanceSheets/UnrestrictedEOY0304184
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome03024
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1738
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis314398
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02012-02-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12012-02-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-04-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32007-01-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-05-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-05-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-05-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-10-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0JH FLTG RT INCM-COVERED
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1JH FLTG RT INCM-NON-COVERED
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2JH FLTG RT INCM-NON-COVERED
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3VNGRD INFL PRO SECS INVS-NON-COVERED
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-578
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss33602
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2-578
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses33602
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0391
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1739
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice217512
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice318000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
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IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses03649
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases018427
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0304184
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0282108
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0304184
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted014356
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj014356
IRS990PF/DistributableAmount/DistributableAmountBeforeDed014356
IRS990PF/DistributableAmount/MinimumInvestmentReturn014543
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0187
IRS990PF/DistributableAmount/TotalTax0187
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0187
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0187
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue00
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0187
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0304184
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0295286
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances06267
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0289019
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable04429
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn014543
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0290857
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0295286
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition06.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0FRED S BALSAM JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1014820 KELLEY FARM DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0DARNESTOWN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode020874
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct015391
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets015297
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.052592
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.032113
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.033108
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.113723
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.060562
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IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0INVESTMENT INCOME USED FOR PROGRAM EXPENSE
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement1INVESTMENT INCOME USED FOR PROGRAM EXPENSE
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement2INVESTMENT INCOME USED FOR PROGRAM EXPENSE
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0FRED S BALSAM JR
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03016374236
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1014820 KELLEY FARM DRIVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0DARNESTOWN
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode020874
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount5200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount6400
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10FOURTH PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11FOURTH PRESBYTERIAN SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12SALVATION ARMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13SAMARITAN'S PURSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14ADVENTURES IN MISSIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15FRONTIER LABOURERS FOR CHRIST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16GOSPEL RESCUE MISSION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501C3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501C3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501C3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3501C3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4501C3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5501C3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6501C3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine105500 RIVER ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1110701 SOUTH GLEN ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine122626 PENNSYLVANIA AVE NW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13PO BOX 3000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14PO BOX 534470
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15PO BOX 30362
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16PO BOX 50940
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BETHESDA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1POTOMAC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2WASHINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3BOONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4ATLANTA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5HIGHLANDS RANCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6WASHINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2DC
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4GA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode020816
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode120854
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode220037
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode328607
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode4303534470
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode580163
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode620091
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear08540
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear04664
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear103876
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted014356
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions08540
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY09692
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear03876
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT PORTFOLIO FEES
OtherExpensesSchedule/OtherExpenses/Description1BANK FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome03619
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks135
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0793
OtherIncomeSchedule2/OtherIncome/Description0CAPITAL GAIN DISTRIBUTION
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0793
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0793
OtherIncreasesSchedule/OtherIncreases/Amount018427
OtherIncreasesSchedule/OtherIncreases/Description02012 INCREASE IN FMV OF ASSETS
TaxesSchedule/Taxes/Amount0115
TaxesSchedule/Taxes/Amount10
TaxesSchedule/Taxes/Category0FEDERAL TAX
TaxesSchedule/Taxes/Category1FOREIGN TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome114
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0521602528
ReturnHeader/Filer/Name/BusinessNameLine10THE FREDERICK S BALSAM SR CHARITABLE TRUST
ReturnHeader/Filer/NameControl0FRED
ReturnHeader/Filer/Phone03019260084
ReturnHeader/Filer/USAddress/AddressLine1014820 KELLEY FARM DRIVE
ReturnHeader/Filer/USAddress/City0DARNESTOWN
ReturnHeader/Filer/USAddress/State0MD
ReturnHeader/Filer/USAddress/ZIPCode020874
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-06-20
ReturnHeader/Officer/Name0FRED S BALSAM JR
ReturnHeader/Officer/Phone03019260084
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-06-20
ReturnHeader/PreparerFirm/EIN0521035214
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10GLASS JACOBSON PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101901 RESEARCH BOULEVARD SUITE 300
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0ROCKVILLE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode020850
ReturnHeader/Preparer/Name0DOUGLAS C WHITE
ReturnHeader/Preparer/Phone03019173040
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-07-01T14:50:03-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$304,184
Liabilities
$0
Net assets
$304,184
Revenue
-
Expenses
$9,365
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.06$0.13$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.06$0.11$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.05$0.09$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.09$0.12$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.10$0.35$0.24
2018Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.08$0.37$0.28
2017Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.12$0.34$0.22
2016Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.06$0.34$0.27
2015Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.06$0.35$0.29
2014Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.06$0.11$0.05
2013Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.21$0.17$0.04
2012Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.09
2011Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.10