THE ALVIN AND FANNY B THALHEIMER: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE ALVIN AND FANNY B THALHEIMER (EIN 52-6038383)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202531339349102303
- Schema version
- 2024v5.1
- 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
- Dissolution Stmt
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T10:55:35-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | PersonTitleTxt |
| Phone | 4104157599 | PhoneNum |
| Signature | 2025-04-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 |
| Dividends Rev And Expnss | $24,294 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,294 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,008,388 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,008,388 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,008,388 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,032,682 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,032,682 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $111,923 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $111,923 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,865 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,432 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,433 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,175 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,175 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,870 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $70 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,800 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,558 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,677 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,252 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,117 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,135 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $164,818 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,794 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $139,143 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,201,627 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,201,627 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,366,445 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,794 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,340,770 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$333,763 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,020,888 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $332,394 | CashBOYAmt |
| Total Assets BOY | $332,394 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $332,394 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $0 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $332,394 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $332,394 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $332,394 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$333,763 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | -$1,369 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | -$1,369 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | ASSOCIATED JEWISH CHARITIES INVESTMENT FUND | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2015-01-01 | AcquiredDt |
| Sold | 2024-07-17 | SoldDt |
| Gross Sales Price | $2,008,388 | GrossSalesPriceAmt |
| Gain Or Loss | $2,008,388 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,008,388 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,008,388 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,090 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,090 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,090 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,000 | 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 | $29,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $910 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $910 | 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 | Yes (1) | 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 | SECRETARY/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 | 30.00 | $111,923 | $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 | $244,225 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $483,542 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $727,767 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $727,767 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,917 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $716,850 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,843 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,843 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,090 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,090 | TotalTaxAmt |
| Distributable Before Adj | $7,753 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,753 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,753 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,340,770 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,340,770 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,753 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $19,016 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $125,960 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $159,144 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,944,224 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,248,344 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,340,770 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,753 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,333,017 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,581,361 | 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 | $19,016 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,562,345 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $125,960 | ExcessFromYear4Amt |
| Excess From Year2 | $159,144 | ExcessFromYear2Amt |
| Excess From Year1 | $2,944,224 | ExcessFromYear1Amt |
| Excess From Current Year | $2,333,017 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 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 | $278,314 |
| MARYLAND FOOD BANK INC | ||||||
| 2200 HALETHORPE FARMS ROAD | BALTIMORE | MD | 21227 | 501(C)(3) | GENERAL SUPPORT | $23,313 |
| BROOKLYN PUBLIC LIBRARY | ||||||
| 10 GRAND ARMY PLAZA | BROOKLYN | NY | 11238 | 501(C)(3) | PROGRAM GRANT | $250,000 |
| COMMUNITY DEVELOPMENT PROJECT INC DBA TAKEROOT JUSTICE | ||||||
| 123 WILLIAM ST 16TH FLOOR 401 | NEW YORK | NY | 10038 | 501(C)(3) | GENERAL SUPPORT | $125,000 |
| STEEP ROCK ASSOCIATION INC | ||||||
| PO BOX 279 | WASHINGTON | CT | 06794 | 501(C)(3) | PROGRAM GRANT | $250,000 |
| YOUTH REPRESENT | ||||||
| 11 PARK PLACE SUITE 1512 | NEW YORK | NY | 10007 | 501(C)(3) | PROGRAM GRANT | $250,000 |
| ADELANTE LATINA INC | ||||||
| 2907 W STRATHMORE AVE | BALTIMORE | MD | 21209 | 501(C)(3) | GENERAL SUPPORT | $100,000 |
| ASSOCIATED CATHOLIC CHARITIES INC | ||||||
| 320 CATHEDRAL STREET | BALTIMORE | MD | 21201 | 501(C)(3) | GENERAL SUPPORT | $100,000 |
| BALTIMORE MUSEUM OF ART | ||||||
| 10 ART MUSEUM DRIVE | BALTIMORE | MD | 21218 | 501(C)(3) | PROGRAM GRANT | $200,000 |
| THE BALTIMORE SYMPHONY ORCHESTRA | ||||||
| 1212 CATHEDRAL STREET | BALTIMORE | MD | 21201 | 501(C)(3) | PROGRAM GRANT | $200,000 |
| BUILDING STEPS | ||||||
| PO BOX 1393 | BROOKLANDVILLE | MD | 21022 | 501(C)(3) | PROGRAM GRANT | $20,000 |
| THE HILL SCHOOL OF WILMINGTON | ||||||
| 3333 JAECKLE DRIVE SUITE 140 | WILMINGTON | NC | 28403 | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| WESTCHESTER REFORM TEMPLE | ||||||
| 255 MAMARONECK ROAD | SCARSDALE | NY | 10583 | 501(C)(3) | PROGRAM GRANT | $100,000 |
| THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC | ||||||
| 5700 PARK HEIGHTS AVE | BALTIMORE | MD | 21215 | 501(C)(3) | PROGRAM GRANT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,201,627 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,294 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,008,388 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,032,682 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,032,682 | 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 | $8,350 | Amt |
| Net Investment Income | $4,175 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,175 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Short ExplanationShortExplanationTxt | DissolutionDissolutionAmt |
|---|---|---|---|---|---|
| HEALTH CARE FOR THE HOMELESS | |||||
| 421 FALLSWAY | BALTIMORE | MD | 21202 | CASH | $8,314 |
| MARYLAND FOOD BANK | |||||
| 2200 HALETHORPE FARMS ROAD | BALTIMORE | MD | 21227 | CASH | $8,314 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ALL OF THE ASSETS HAVE BEEN DISTRIBUTED FROM THE ALVIN AND FANNY B THALHEIMER FOUNDATION INC. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,865 | LegalFeesAmt |
| Net Investment Income | $3,432 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,433 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WORKERS COMPENSATION INSURANCE | $251 | $0 | $251 |
| CORPORATE INSURANCE | $3,550 | $0 | $3,550 |
| SOFTWARE AND IT SUPPORT | $8,234 | $4,117 | $4,117 |
| POSTAGE AND DELIVERY | $308 | $0 | $308 |
| SUPPLIES | $909 | $0 | $909 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $70 | $70 | $0 |
| PAYROLL FEES | $1,800 | $0 | $1,800 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $8,677 | $0 | $8,677 |
| EXCISE TAX | $13,881 | $0 | $0 |
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