THE ALVIN AND FANNY B THALHEIMER: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE ALVIN AND FANNY B THALHEIMER (EIN 52-6038383)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202133159349101748
- Schema version
- 2020v4.1
- 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
- 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 | 2021-11-11T13:57:48-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | 2021-11-11 | 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 | 2020 | 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 | $6,343,010 | 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 | $77,833 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $77,833 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $234,125 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $234,125 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $234,125 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $311,958 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $311,958 | 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 | $21,616 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $21,616 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,725 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,725 | 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 | $47 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $47 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $43,152 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $43,152 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $75,790 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $75,790 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $408,840 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $408,840 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $484,630 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $75,790 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $408,840 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$172,672 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $236,168 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $160,790 | CashBOYAmt |
| Cash EOY | $214,712 | CashEOYAmt |
| Cash EOYFMV | $214,712 | CashEOYFMVAmt |
| Invst Land Cost Or Other Basis | $2,781 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $2,781 | InvstLandAccumDepreciationAmt |
| Other Investments BOY | $2,269,455 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,043,117 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,127,674 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,249 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $625 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $874 | LandBOYAmt |
| Land EOY | $624 | LandEOYAmt |
| Land EOYFMV | $624 | LandEOYFMVAmt |
| Total Assets BOY | $2,431,119 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,258,453 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,343,010 | 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 | $2,431,119 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,258,453 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,431,119 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,258,453 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,431,119 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,258,453 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,431,119 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$172,672 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6 | OtherIncreasesAmt |
| Subtotal | $2,258,453 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,258,453 | 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 | $234,125 | GrossSalesPriceAmt |
| Gain Or Loss | $234,125 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $234,125 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $234,125 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,283 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,283 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,283 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $45,105 | 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 | $45,105 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $41,822 | OverpaymentAmt |
| Applied To ES Tax | $41,822 | 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 | $4,756,976 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,053,442 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,810,418 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,810,418 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $87,156 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,723,262 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $286,163 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $286,163 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,283 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,283 | TotalTaxAmt |
| Distributable Before Adj | $282,880 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $282,880 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $282,880 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $408,840 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $408,840 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $408,840 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $282,880 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,131,378 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,314,103 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,183,858 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $35,908 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $19,016 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,684,263 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $408,840 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $282,880 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $125,960 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,810,223 | 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 | $2,131,378 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,678,845 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,314,103 | ExcessFromYear4Amt |
| Excess From Year3 | $18,183,858 | ExcessFromYear3Amt |
| Excess From Year2 | $35,908 | ExcessFromYear2Amt |
| Excess From Year1 | $19,016 | ExcessFromYear1Amt |
| Excess From Current Year | $125,960 | ExcessFromCurrentYearAmt |
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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| BALTIMORE COMMUNITY FOUNDATION INC | ||||||||
| 11 EAST MOUNT ROYAL AVENUE 2ND | FLOOR | BALTIMORE | MD | 21202 | NONE | EXEMPT | PROGRAM SUPPORT, COVID-19 | $15,000 |
| BALTIMORE HUNGER PROJECT | ||||||||
| 117 OLD PADONIA ROAD SUITE E SUITE | 430 | COCKEYSVILLE | MD | 21030 | NONE | EXEMPT | GENERAL SUPPORT | $25,000 |
| BROWN MEMORIAL TUTORING PROGRAM | ||||||||
| 1316 PARK AVENUE | BALTIMORE | MD | 21217 | NONE | EXEMPT | PROGRAM GRANT | $5,000 | |
| CHARM VOICES OF BALTIMORE YOUTH | ||||||||
| 304 WEST LAFAYETTE AVENUE | BALTIMORE | MD | 21217 | NONE | EXEMPT | GENERAL SUPPORT | $15,000 | |
| CIVIC WORKS INC | ||||||||
| 2701 SAINT LO DRIVE | BALTIMORE | MD | 21213 | NONE | EXEMPT | PROGRAM GRANT | $10,000 | |
| DENT EDUCATION | ||||||||
| 10 E NORTH AVE SUITE 5 | BALTIMORE | MD | 21202 | NONE | EXEMPT | GENERAL SUPPORT | $20,000 | |
| ENOCH PRATT FREE LIBRARY OF BALTIMORE CITY | ||||||||
| 400 CATHEDRAL STREET | BALTIMORE | MD | 212014484 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 | |
| FUND FOR EDUCATIONAL EXCELLENCE | ||||||||
| 800 NORTH CHARLES STREET SUITE 400 | BALTIMORE | MD | 21201 | NONE | EXEMPT | PROGRAM GRANT | $15,000 | |
| FUND FOR EDUCATIONAL EXCELLENCE | ||||||||
| 800 NORTH CHARLES STREET SUITE 400 | BALTIMORE | MD | 21201 | NONE | EXEMPT | PROGRAM GRANT | $20,000 | |
| FUND FOR EDUCATIONAL EXCELLENCE | ||||||||
| 800 NORTH CHARLES STREET SUITE 400 | BALTIMORE | MD | 21201 | NONE | EXEMPT | PROGRAM GRANT | $25,000 | |
| FUND FOR EDUCATIONAL EXCELLENCE | ||||||||
| 800 NORTH CHARLES STREET SUITE 400 | BALTIMORE | MD | 21201 | NONE | EXEMPT | PROGRAM GRANT | $10,000 | |
| HEALTHCARE FOR THE HOMELESS INC | ||||||||
| 421 FALLSWAY | BALTIMORE | MD | 21202 | NONE | EXEMPT | GENERAL SUPPORT | $15,000 | |
| IMPROVING EDUCATION | ||||||||
| 711 WEST 40TH STREET SUITE 153 302 | BALTIMORE | MD | 21211 | NONE | EXEMPT | PROGRAM SUPPORT | $20,000 | |
| JOB OPPORTUNITIES TASK FORCE INC | ||||||||
| 217 EAST REDWOOD STREET SUITE 1500 | BALTIMORE | MD | 21202 | NONE | EXEMPT | GENERAL SUPPORT | $15,000 | |
| LOYOLA EARLY LEARNING CENTER | ||||||||
| 810 ST PAUL STREET | BALTIMORE | MD | 21202 | NONE | EXEMPT | GENERAL SUPPORT | $15,000 | |
| MARYLAND BOOK BANK | ||||||||
| 1794 UNION AVENUE | BALTIMORE | MD | 21211 | NONE | EXEMPT | GENERAL SUPPORT | $15,000 | |
| MARYLAND FOOD BANK INC | ||||||||
| 2200 HALETHORPE FARMS ROAD | BALTIMORE | MD | 21227 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 | |
| MARYLAND PHILANTHROPY NETWORK | ||||||||
| 2 EAST READ STREET 2ND FLOOR | BALTIMORE | MD | 212022470 | NONE | EXEMPT | GENERAL SUPPORT | $3,840 | |
| NORTHBAY ACADEMY | ||||||||
| 11 HORSESHOE POINT LANE | NORTH EAST | MD | 21901 | NONE | EXEMPT | GENERAL SUPPORT | $25,000 | |
| RAISING A READER | ||||||||
| 330 TWIN DOLPHIN DRIVE SUITE 147 | REDWOOD CITY | CA | 94065 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 | |
| READING PARTNERS | ||||||||
| 1500 UNION AVENUE SUITE 2200 | BALTIMORE | MD | 21211 | NONE | EXEMPT | GENERAL SUPPORT | $20,000 | |
| THE BALTIMORE CIVIC FUND | ||||||||
| 7 E REDWOOD STREET 9TH FLOOR | BALTIMORE | MD | 21202 | NONE | EXEMPT | PROGRAM GRANT | $10,000 | |
| TNTP INC | ||||||||
| 500 7TH AVENUE | NEW YORK | NY | 10018 | NONE | EXEMPT | GENERAL SUPPORT | $20,000 | |
| URBAN TEACHERS | ||||||||
| 1800 WASHINGTON BOULEVARD SUITE 411 | BALTIMORE | MD | 21230 | NONE | EXEMPT | GENERAL SUPPORT | $25,000 | |
| YMCA OF CENTRAL MARYLAND INC | ||||||||
| 20 SOUTH CHARLES STREET SUITE 600 | BALTIMORE | MD | 21201 | NONE | EXEMPT | PROGRAM SUPPORT | $20,000 | |
| YOUTH EMPOWERED SOCIETY | ||||||||
| 2315 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | EXEMPT | GENERAL SUPPORT | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $408,840 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN MEMORIAL TUTORING PROGRAM | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1316 PARK AVENUE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | EXEMPT | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PROGRAM GRANT | GrantOrContributionPurposeTxt |
| Amt | $5,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,833 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $234,125 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $311,958 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $311,958 | 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 | $3,000 | 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 | $375 | SL | 5.000000000000 | $250 | $250 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ASSOCIATED JEWISH CHARITIES INVESTMENT FUND | AT COST | $207,540 | $3,135,351 |
| ROCKEFELLER GLOBAL EQUITY FUND | AT COST | $1,218,106 | $2,374,852 |
| WELLS FARGO ADVISORS | AT COST | $617,471 | $617,471 |
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 | $625 | AccumulatedDepreciationAmt |
| Book Value | $624 | BookValueAmt |
| EOYFMV | $624 | 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 | $33,557 | $33,557 | $0 |
| SOFTWARE SUPPORT | $5,709 | $5,709 | $0 |
| BANK FEES | $24 | $24 | $0 |
| POSTAGE AND DELIVERY | $448 | $448 | $0 |
| OFFICE SUPPLIES | $484 | $484 | $0 |
| TELE-CONFERENCE FEES | $15 | $15 | $0 |
| MEMBERSHIP FEES | $600 | $600 | $0 |
| INSURANCE- WORKERS' COMPENSATION | $286 | $286 | $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 | $6 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PD FROM K-1S | $4,746 | $4,746 | $0 |
| FEDERAL TAXES PAID | $0 | $0 | $0 |
| EMPLOYEE PAYROLL TAXES AND FEES | $2,979 | $2,979 | $0 |
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