THE ALVIN AND FANNY B THALHEIMER: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE ALVIN AND FANNY B THALHEIMER (EIN 52-6038383)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202401349349101755
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T09:31:57-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521231901 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORFINE SCHILLER & GARDYN PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10045 RED RUN BLVD SUITE 250 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526038383 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALVIN AND FANNY B THALHEIMER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALVI | BusinessNameControlTxt |
| Phone | 4104157599 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 WEST ROAD SUITE 430 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA SIRODY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR/SECRETARY | PersonTitleTxt |
| Phone | 4104157599 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | REBECCA | PersonFirstNm |
| Person Last | SIRODY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA L WEST CPA | PreparerPersonNm |
| PTIN | P00852522 | PTIN |
| Phone | 4103565900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,340,782 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $588 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $588 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $74,430 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74,430 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,518,633 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,518,633 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,518,633 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,593,651 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,593,651 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $57,917 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $57,917 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,859 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $930 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $929 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,388 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,055 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,333 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,537 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,537 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $124 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $12,391 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,422 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,969 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $92,216 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,907 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $73,185 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,045,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,045,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,137,216 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,907 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,118,185 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,543,565 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,574,744 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $487,856 | CashBOYAmt |
| Cash EOY | $332,394 | CashEOYAmt |
| Cash EOYFMV | $332,394 | CashEOYFMVAmt |
| Other Investments BOY | $1,387,979 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,008,388 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,249 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,249 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $124 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Total Assets BOY | $1,875,959 | TotalAssetsBOYAmt |
| Total Assets EOY | $332,394 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,340,782 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,875,959 | CapitalStockBOYAmt |
| Capital Stock EOY | $332,394 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,875,959 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $332,394 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,875,959 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $332,394 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,875,959 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,543,565 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $332,394 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $332,394 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| THE ASSOCIATED | P | 2022-01-01 | 2023-12-31 | $725,115 | $725,115 | $725,115 |
| PASSTHROUGH ENTITY | P | 2022-01-01 | 2023-12-31 | $793,518 | $793,518 | $793,518 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,518,633 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,889 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,889 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,889 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $37,008 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $37,008 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,119 | OverpaymentAmt |
| Applied To ES Tax | $15,119 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THALHEIMERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | REBECCA SIRODY EXECUTIVE DIR | IndividualWithBooksNm |
| Phone | 4104157599 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 WEST ROAD SUITE 430 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LOUIS B THALHEIMER | ||||||||
| 110 WEST ROAD | TOWSON | MD | 21204 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARJORIE T COLEMAN | ||||||||
| 110 WEST ROAD | TOWSON | MD | 21204 | VICE PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JULIET A EURICH | ||||||||
| 110 WEST ROAD | TOWSON | MD | 21204 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LAURA T ROSENBLATT | ||||||||
| 110 WEST ROAD | TOWSON | MD | 21204 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATRIN WACHS | ||||||||
| 110 WEST ROAD | TOWSON | MD | 21204 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| REBECCA SIRODY | ||||||||
| 110 WEST ROAD | TOWSON | MD | 21204 | EXECUTIVE DIRECTOR/SECRETARY | 30.00 | $57,917 | $0 | $0 |
| REBEKAH T COLEMAN | ||||||||
| 110 WEST ROAD | TOWSON | MD | 21204 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,527,705 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $448,950 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,976,655 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,976,655 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,650 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,917,005 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $195,850 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $195,850 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,889 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,889 | TotalTaxAmt |
| Distributable Before Adj | $173,961 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $173,961 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $173,961 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,118,185 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,118,185 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $173,961 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $35,908 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $19,016 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $125,960 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $159,144 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $340,028 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,118,185 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $173,961 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,944,224 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,284,252 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $35,908 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,248,344 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,016 | ExcessFromYear4Amt |
| Excess From Year3 | $125,960 | ExcessFromYear3Amt |
| Excess From Year1 | $159,144 | ExcessFromYear1Amt |
| Excess From Current Year | $2,944,224 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LIFEBRIDE HEALTH SINAI HOSPITAL OF BALTIMORE | ||||||
| 2401 W BELVEDERE AVE | BALTIMORE | MD | 21215 | 501(C)(3) | PROGRAM GRANT | $100,000 |
| FUND FOR EDUCATIONAL EXCELLENCE | ||||||
| 800 N CHARLES ST STE 400 | BALTIMORE | MD | 21201 | 501(C)(3) | GENERAL SUPPORT | $250,000 |
| HEALTH CARE FOR THE HOMELESS INC | ||||||
| 421 FALLSWAY | BALTIMORE | MD | 21202 | 501(C)(3) | GENERAL SUPPORT | $250,000 |
| MARYLAND BOOK BANK | ||||||
| 1794 UNION AVE | BALTIMORE | MD | 21211 | 501(C)(3) | GENERAL SUPPORT | $15,000 |
| THE JOHNS HOPKINS UNIVERSITY | ||||||
| 3500 SAN MARTIN DRIVE | BALTIMORE | MD | 21218 | 501(C)(3) | PROGRAM GRANT | $500,000 |
| CHARM VOICES OF BALTIMORE YOUTH | ||||||
| 800 N CHARLES ST STE 400 | BALTIMORE | MD | 21201 | 501(C)(3) | GENERAL SUPPORT | $25,000 |
| ENOCH PRATT FREE LIBRARY OF BALTIMORE CITY | ||||||
| 400 CATHERDAL STREET | BALTIMORE | MD | 21201 | 501(C)(3) | GENERAL SUPPORT | $100,000 |
| IMPROVING EDUCATION | ||||||
| 1100 N CHESTER STREET | BALTIMORE | MD | 21231 | 501(C)(3) | GENERAL SUPPORT | $40,000 |
| MARYLAND INSTITUTE COLLEGE OF ART | ||||||
| 1300 WEST MOUNT ROYAL AVENUE | BALTIMORE | MD | 21217 | 501(C)(3) | PROGRAM GRANT | $500,000 |
| SARAH LAWRENCE COLLEGE | ||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | 501(C)(3) | PROGRAM GRANT | $200,000 |
| THE LITERACY LAB | ||||||
| PO BOX 641711 | PITTSBURGH | PA | 15264 | 501(C)(3) | PROGRAM GRANT | $20,000 |
| NORTHBAY ACADEMY | ||||||
| 11 HORSESHOE POINT LANE | NORTH EAST | MD | 21901 | 501(C)(3) | GENERAL SUPPORT | $20,000 |
| TOOLS OF THE MIND | ||||||
| 800 N CHARLES ST STE 400 | BALTIMORE | MD | 21201 | 501(C)(3) | GENERAL SUPPORT | $20,000 |
| CIVIC WORKS INC | ||||||
| 2701 SAINT LO DRIVE | BALTIMORE | MD | 21213 | 501(C)(3) | PROGRAM GRANT | $20,000 |
| THE JEWISH MUSEUM OF MARYLAND | ||||||
| 15 LLOYD STREET | BALTIMORE | MD | 21202 | 501(C)(3) | PROGRAM GRANT | $100,000 |
| MARYLAND FOOD BANK INC | ||||||
| 2200 HALETHORPE FARMS ROAD | BALTIMORE | MD | 21227 | 501(C)(3) | GENERAL SUPPORT | $500,000 |
| UNITED WAY OF CENTRAL MARYLAND FAMILY CENTERS IN MARYLAND | ||||||
| 1800 WASHINGTON BLVD SUITE 340 | BALTIMORE | MD | 21230 | 501(C)(3) | PROGRAM GRANT | $10,000 |
| UNITED WAY OF CENTRAL MARYLAND ENDOWMENT FUND | ||||||
| 1800 WASHINGTON BLVD SUITE 340 | BALTIMORE | MD | 21230 | 501(C)(3) | PROGRAM GRANT | $250,000 |
| OXFAM AMERICA | ||||||
| 77 N WASHINGTON STREET SUITE 500 | BOSTON | MA | 02114 | 501(C)(3) | GENERAL SUPPORT | $125,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,045,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $588 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74,430 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,518,633 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,593,651 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,593,651 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ASSOCIATED JEWISH CHARITIES INVESTMENT FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $2,008,388 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,859 | LegalFeesAmt |
| Net Investment Income | $930 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $929 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WORKERS COMPENSATION INSURANCE | $314 | $0 | $314 |
| CORPORATE INSURANCE | $2,029 | $0 | $2,029 |
| SOFTWARE AND IT SUPPORT | $7,888 | $3,944 | $3,944 |
| POSTAGE AND DELIVERY | $90 | $0 | $90 |
| SUPPLIES | $592 | $0 | $592 |
| PASSTHROUGH ENTITY EXPENSES | $1,478 | $1,478 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $11,055 | $11,055 | $0 |
| PAYROLL FEES | $1,333 | $0 | $1,333 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $4,431 | $0 | $4,431 |
| OTHER TAXES PAID | $106 | $0 | $106 |
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