THE ALVIN AND FANNY B THALHEIMER: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE ALVIN AND FANNY B THALHEIMER (EIN 52-6038383)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202213149349100936
- Schema version
- 2021v4.2
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T10:04:12-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | Deborah T Long | PersonNm |
| Person Title | Executive Dir. | PersonTitleTxt |
| Phone | 4104157599 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Deborah | PersonFirstNm |
| Person Last | Long | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $487,700 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $111,424 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $111,424 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $173,454 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $173,454 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $173,454 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $284,878 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $284,878 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $35,656 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $35,656 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $12,264 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,264 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $250 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $250 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,003 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,003 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50,145 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50,145 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $101,818 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $101,818 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $291,340 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $291,340 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $393,158 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $101,818 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $291,340 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$108,280 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $183,060 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $214,712 | CashBOYAmt |
| Cash EOY | $487,326 | CashEOYAmt |
| Cash EOYFMV | $487,326 | CashEOYFMVAmt |
| Invst Land Cost Or Other Basis | $2,781 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $2,781 | InvstLandAccumDepreciationAmt |
| Other Investments BOY | $2,043,117 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,662,489 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,249 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $875 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $624 | LandBOYAmt |
| Land EOY | $374 | LandEOYAmt |
| Land EOYFMV | $374 | LandEOYFMVAmt |
| Total Assets BOY | $2,258,453 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,150,189 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $487,700 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,258,453 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,150,189 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,258,453 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,150,189 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,258,453 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,150,189 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,258,453 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$108,280 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16 | OtherIncreasesAmt |
| Subtotal | $2,150,189 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,150,189 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | From Pass Through Entities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $173,454 | GrossSalesPriceAmt |
| Gain Or Loss | $173,454 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $173,454 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $173,454 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,545 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,545 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,545 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41,822 | 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 | $41,822 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $39,277 | OverpaymentAmt |
| Applied To ES Tax | $39,277 | 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 | Deborah T Long 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (9 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 Suite 430 | Towson | MD | 21204 | President / Director | 1.00 | $0 | $0 | $0 |
| Marjorie T Coleman | ||||||||
| 110 West Road Suite 430 | Towson | MD | 21204 | Vice President / Director | 1.00 | $0 | $0 | $0 |
| William R Coleman | ||||||||
| 110 West Road Suite 430 | Towson | MD | 21204 | Director | 1.00 | $0 | $0 | $0 |
| Juliet A Eurich | ||||||||
| 110 West Road Suite 430 | Towson | MD | 21204 | Director | 1.00 | $0 | $0 | $0 |
| Laura T Rosenblatt | ||||||||
| 110 West Road Suite 430 | Towson | MD | 21204 | Director | 1.00 | $0 | $0 | $0 |
| Ian Rusten | ||||||||
| 110 West Road Suite 430 | Towson | MD | 21204 | Director | 1.00 | $0 | $0 | $0 |
| Katrin Wachs | ||||||||
| 110 West Road Suite 430 | Towson | MD | 21204 | Director | 1.00 | $0 | $0 | $0 |
| Deborah T Long | ||||||||
| 110 West Road Suite 430 | Towson | MD | 21204 | Executive Director / Secretary | 30.00 | $0 | $0 | $0 |
| Rebekah T Coleman | ||||||||
| 110 West Road Suite 430 | Towson | MD | 21204 | Dir. of Education & Policy | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,036,884 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $663,649 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,700,533 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,700,533 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $100,508 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,600,025 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $330,001 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $330,001 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,545 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,545 | TotalTaxAmt |
| Distributable Before Adj | $327,456 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $327,456 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $327,456 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $291,340 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $291,340 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $327,456 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,314,103 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,183,858 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $35,908 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,016 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $125,960 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,678,845 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $291,340 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $291,340 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $36,116 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $36,116 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,642,729 | 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 | $2,277,987 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,364,742 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,183,858 | ExcessFromYear4Amt |
| Excess From Year3 | $35,908 | ExcessFromYear3Amt |
| Excess From Year2 | $19,016 | ExcessFromYear2Amt |
| Excess From Year1 | $125,960 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Deborah T Long Executive Dir | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| 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) |
|---|---|---|
| Recipient Phone | 4104157599 | RecipientPhoneNum |
| Form And Info And Materials | By letter with relevant data. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | The Foundation does not make grants or gifts to individuals. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIOTECHNICAL INSTITUTE OF MARYLAND INC | |||||||
| 1101 W PRATT STREET SUITE 302 | BALTIMORE | MD | 21223 | NONE | EXEMPT | GENERAL SUPPORT | $20,000 |
| BOYS HOPE GIRLS HOPE OF BALTIMORE | |||||||
| 3817 FLEETWOOD AVENUE | BALTIMORE | MD | 21206 | NONE | EXEMPT | GENERAL SUPPORT | $20,000 |
| BROWN MEMORIAL TUTORING PROGRAM | |||||||
| 1316 PARK AVENUE | BALTIMORE | MD | 21217 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| CHARM VOICES OF BALTIMORE YOUTH | |||||||
| 304 WEST LAFAYETTE AVENUE | BALTIMORE | MD | 21217 | NONE | EXEMPT | GENERAL SUPPORT | $15,000 |
| FUND FOR EDUCATIONAL EXCELLENCE | |||||||
| 800 NORTH CHARLES STREET SUITE 400 | BALTIMORE | MD | 21201 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| FUND FOR EDUCATIONAL EXCELLENCE | |||||||
| 800 NORTH CHARLES STREET SUITE 400 | BALTIMORE | MD | 21201 | NONE | EXEMPT | PROGRAM SUPPORT | $25,000 |
| HIGHER ACHIEVEMENT BALTIMORE | |||||||
| 1100 WICOMICO STREET SUITE 333 | BALTIMORE | MD | 21230 | NONE | EXEMPT | GENERAL SUPPORT | $20,000 |
| IMPROVING EDUCATION | |||||||
| 711 WEST 40TH STREET SUITE 153 302 | BALTIMORE | MD | 21211 | NONE | EXEMPT | PROGRAM GRANT | $20,000 |
| LEGAL AID BUREAU INC | |||||||
| 500 EAST LEXINGTON STREET | BALTIMORE | MD | 21202 | NONE | EXEMPT | PROGRAM GRANT | $10,000 |
| LIVING CLASSROOMS FOUNDATION | |||||||
| 802 SOUTH CAROLINE STREET | BALTIMORE | MD | 21231 | NONE | EXEMPT | PROGRAM GRANT | $15,000 |
| MARYLAND BOOK BANK | |||||||
| 1794 UNION AVENUE | BALTIMORE | MD | 21211 | NONE | EXEMPT | PROGRAM GRANT | $5,000 |
| MARYLAND CONSUMER RIGHTS COALITION INC | |||||||
| 2209 MARYLAND AVENUE | BALTIMORE | MD | 21218 | NONE | EXEMPT | PROGRAM GRANT | $7,500 |
| MARYLAND PHILANTHROPY NETWORK | |||||||
| 2 EAST READ STREET 2ND FLOOR | BALTIMORE | MD | 21202 | NONE | EXEMPT | GENERAL SUPPORT | $3,840 |
| MERCY MEDICAL CENTER INC | |||||||
| 301 SAINT PAUL PLACE | BALTIMORE | MD | 21202 | NONE | EXEMPT | PROGRAM GRANT | $5,000 |
| READING PARTNERS | |||||||
| 1500 UNION AVENUE SUITE 2200 | BALTIMORE | MD | 21211 | NONE | EXEMPT | GENERAL SUPPORT | $25,000 |
| ST VINCENT DE PAUL SOCIETY | |||||||
| 2305 N CHARLES STREET SUITE 300 | BALTIMORE | MD | 21218 | NONE | EXEMPT | PROGRAM GRANT | $10,000 |
| THE BRADLEY AND NIKKI BOZEMAN FOUNDATION INC | |||||||
| 1777 REISTERSTOWN ROAD SUITE 40 | BALTIMORE | MD | 21208 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| THE FAMILY TREE | |||||||
| 2108 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | NONE | EXEMPT | PROGRAM SUPPORT | $15,000 |
| THE LITERACY LAB | |||||||
| 1400 16TH STREET NW SUITE 410 | WASHINGTON | DC | 20036 | NONE | EXEMPT | PROGRAM GRANT | $20,000 |
| THE MARYLAND FOOD BANK | |||||||
| 2200 HALETHORPE FARMS ROAD | BALTIMORE | MD | 21227 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| TOOLS OF THE MIND | |||||||
| 100 N CHESTER STREET | BALTIMORE | MD | 21231 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| WRITERS IN BALTIMORE | |||||||
| 10 E NORTH AVE SUITE 5 | BALTIMORE | MD | 21202 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| YMCA OF CENTRAL MARYLAND INC | |||||||
| 20 SOUTH CHARLES STREET SUITE 600 | BALTIMORE | MD | 21201 | NONE | EXEMPT | PROGRAM GRANT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $291,340 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHARM VOICES OF BALTIMORE YOUTH | |||||||
| 304 WEST LAFAYETTE AVENUE | BALTIMORE | MD | 21217 | NONE | EXEMPT | GENERAL SUPPORT | $15,000 |
| IMPROVING EDUCATION | |||||||
| 711 WEST 40TH STREET SUITE 153 302 | BALTIMORE | MD | 21211 | NONE | EXEMPT | PROGRAM GRANT | $20,000 |
| KIPP BALTIMORE | |||||||
| 2000 EDGEWOOD STREET | BALTIMORE | MD | 21216 | NONE | EXEMPT | PROGRAM GRANT | $15,000 |
| READING PARTNERS | |||||||
| 1500 UNION AVENUE SUITE 2200 | BALTIMORE | MD | 21211 | NONE | EXEMPT | GENERAL SUPPORT | $25,000 |
| THE LITERACY LAB | |||||||
| 1400 16TH STREET NW SUITE 410 | WASHINGTON | DC | 20036 | NONE | EXEMPT | PROGRAM GRANT | $20,000 |
| URBAN TEACHERS | |||||||
| 1800 WASHINGTON BOULEVARD SUITE 411 | BALTIMORE | MD | 21230 | NONE | EXEMPT | PROGRAM GRANT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $115,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $111,424 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $173,454 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $284,878 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $284,878 | 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 | $2,500 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | None | Desc |
| Amt | $0 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2013-08-12 | $2,781 | $2,781 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2018-07-01 | $1,249 | $625 | SL | 5.000000000000 | $250 | $250 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ASSOCIATED JEWISH CHARITIES INVESTMENT FUND | AT COST | $318,316 | $0 |
| ROCKEFELLER GLOBAL EQUITY FUND | AT COST | $1,344,173 | $0 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $1,249 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $875 | AccumulatedDepreciationAmt |
| Book Value | $374 | BookValueAmt |
| EOYFMV | $374 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PORTFOLIO DEDUCTIONS FROM K-1S | $40,535 | $40,535 | $0 |
| SOFTWARE SUPPORT | $5,562 | $5,562 | $0 |
| BANK FEES | $24 | $24 | $0 |
| POSTAGE AND DELIVERY | $148 | $148 | $0 |
| OFFICE SUPPLIES | $959 | $959 | $0 |
| TELE-CONFERENCE FEES | $0 | $0 | $0 |
| MEMBERSHIP FEES | $601 | $601 | $0 |
| INSURANCE- WORKERS' COMPENSATION | $287 | $287 | $0 |
| INSURANCE- CORPORATE | $2,029 | $2,029 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain/(Loss) | Desc |
| Amt | $16 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PD FROM K-1S | $7,493 | $7,493 | $0 |
| FEDERAL TAXES PAID | $0 | $0 | $0 |
| EMPLOYEE PAYROLL TAXES AND FEES | $4,771 | $4,771 | $0 |
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