THE ALVIN AND FANNY B THALHEIMER: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE ALVIN AND FANNY B THALHEIMER (EIN 52-6038383)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201833199349100548
- Schema version
- 2017v2.3
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T09:00:16-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | 4104157660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6225 Smith Ave Suite B-100 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Deborah T Long | PersonNm |
| Person Title | Executive Dir. | PersonTitleTxt |
| Phone | 4104157599 | PhoneNum |
| Signature | 2018-11-13 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.151.146.138 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 09:00:15 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4FFD3AAE97D7314B94E9C227CA2F8D8E2D92CF08 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,424,344 | 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 | $315,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $178,569 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $178,569 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,378,047 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,378,047 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,378,047 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $314,286 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $314,286 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,185,902 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,870,902 | 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 | $32,025 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $32,025 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $23,351 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| 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 | $15,041 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,041 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $556 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $556 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $95 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $95 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $142,147 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $142,147 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $216,215 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $192,864 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,239,292 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,239,292 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,455,507 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $192,864 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,239,292 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,269,605 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,678,038 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $513,894 | CashBOYAmt |
| Cash EOY | $506,412 | CashEOYAmt |
| Cash EOYFMV | $506,412 | CashEOYFMVAmt |
| Invst Land Cost Or Other Basis | $2,781 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $2,456 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $881 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $325 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $325 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $17,980,899 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,719,332 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,917,607 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,495,674 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,226,069 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,424,344 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $18,495,674 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,226,069 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,495,674 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,226,069 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,495,674 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,226,069 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,495,674 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,269,605 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,226,069 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,226,069 | 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 | $2,378,047 | GrossSalesPriceAmt |
| Gain Or Loss | $2,378,047 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,378,047 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,378,047 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,450,799 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,022,324 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.149889 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,395,738 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $25,817,670 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.131528 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,125,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $25,071,524 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044872 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,599,811 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $23,057,673 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069383 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $907,819 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,724,586 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043804 | DistributionYr5Rt |
| Total Distribution | 0.439476 | TotalDistributionRt |
| Average Distribution | 0.087895 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,644,277 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,902,424 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $26,780 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,929,204 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $19,239,292 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $26,780 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,780 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,780 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $89,003 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $89,003 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $62,223 | OverpaymentAmt |
| Applied To ES Tax | $62,223 | 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 | Yes (1) | 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 | 6225 Smith Ave Suite B-100 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21209 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 | ||||||||
| 6225 Smith Ave Suite B-100 | Baltimore | MD | 21209 | President / Director | 1.00 | $0 | $0 | $0 |
| Marjorie T Coleman | ||||||||
| 6225 Smith Ave Suite B-100 | Baltimore | MD | 21209 | Vice President / Director | 1.00 | $0 | $0 | $0 |
| William R Coleman | ||||||||
| 6225 Smith Ave Suite B-100 | Baltimore | MD | 21209 | Director | 1.00 | $0 | $0 | $0 |
| Juliet A Eurich | ||||||||
| 6225 Smith Ave Suite B-100 | Baltimore | MD | 21209 | Director | 1.00 | $0 | $0 | $0 |
| Laura T Rosenblatt | ||||||||
| 6225 Smith Ave Suite B-100 | Baltimore | MD | 21209 | Director | 1.00 | $0 | $0 | $0 |
| Ian Rusten | ||||||||
| 6225 Smith Ave Suite B-100 | Baltimore | MD | 21209 | Director | 1.00 | $0 | $0 | $0 |
| Katrin Wachs | ||||||||
| 6225 Smith Ave Suite B-100 | Baltimore | MD | 21209 | Director | 1.00 | $0 | $0 | $0 |
| Deborah T Long | ||||||||
| 6225 Smith Ave Suite B-100 | Baltimore | MD | 21209 | Executive Director / Secretary | 30.00 | $0 | $0 | $0 |
| Rebekah T Coleman | ||||||||
| 6225 Smith Ave Suite B-100 | Baltimore | MD | 21209 | Dir. of Education & Policy | 0.00 | $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 | $16,040,381 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,933,504 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,973,885 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,973,885 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $329,608 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,644,277 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,082,214 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,082,214 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,780 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,780 | TotalTaxAmt |
| Distributable Before Adj | $1,055,434 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,055,434 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,055,434 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,239,292 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $19,239,292 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $26,780 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $19,212,512 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,055,434 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $2,131,378 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,314,103 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,445,481 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,239,292 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,055,434 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,183,858 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,629,339 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $22,629,339 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $2,131,378 | ExcessFromYear2Amt |
| Excess From Year1 | $2,314,103 | ExcessFromYear1Amt |
| Excess From Current Year | $18,183,858 | 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 | 6225 Smith Ave Suite B-100 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21209 | 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 (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION OF MARYLAND INC | |||||||
| 3600 CLIPPER MILL ROAD SUITE 350 | BALTIMORE | MD | 21211 | NONE | EXEMPT | PROGRAM GRANT | $15,000 |
| ADAS ISRAEL CONGREGATION | |||||||
| 2850 QUEBEC STREET NW | WASHINGTON | DC | 20008 | NONE | EXEMPT | GENERAL SUPPORT | $2,500 |
| ADELANTE LATINA INC | |||||||
| 2907 WEST STRATHMORE AVENUE | BALTIMORE | MD | 21209 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| ASSOCIATION OF BALTIMORE AREA GRANTMAKERS | |||||||
| 2 EAST READ STREET 2ND FLOOR | BALTIMORE | MD | 212022470 | NONE | EXEMPT | GENERAL SUPPORT | $6,792 |
| AVODAH | |||||||
| 45 WEST 36TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | NONE | EXEMPT | GENERAL SUPPORT FOR WASHINGTON, D.C. | $15,000 |
| BALTIMORE URBAN DEBATE LEAGUE | |||||||
| 2601 NORTH HOWARD STREET SUITE 150 | BALTIMORE | MD | 21218 | NONE | EXEMPT | PROGRAM GRANT | $15,000 |
| BREAKTHROUGH CENTRAL TEXAS | |||||||
| 1050 EAST 11TH STREET SUITE 350 | AUSTIN | TX | 78702 | NONE | EXEMPT | GENERAL SUPPORT | $7,500 |
| BREAKTHROUGH NEW YORK | |||||||
| 123 WILLIAM STREET 4TH FLOOR | NEW YORK | NY | 10038 | NONE | EXEMPT | GENERAL SUPPORT | $20,000 |
| BROOKLYN AIKIKAI | |||||||
| 408 3RD AVENUE | BROOKLYN | NY | 11215 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| BROOKLYN COMMUNITY HOUSING AND SERVICES | |||||||
| 25 CHAPEL STREET SUITE 1200 | BROOKLYN | NY | 11201 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| BUILDING STEPS | |||||||
| PO BOX 1393 | BROOKLANDVILLE | MD | 210221393 | NONE | EXEMPT | GENERAL SUPPORT | $37,500 |
| BUILDING STEPS | |||||||
| PO BOX 1393 | BROOKLANDVILLE | MD | 210221393 | NONE | EXEMPT | GENERAL SUPPORT | $15,000 |
| CAROLINE CENTER | |||||||
| 900 SOMERSET STREET | BALTIMORE | MD | 21202 | NONE | EXEMPT | PROGRAM GRANT | $15,000 |
| CENTER FOR URBAN FAMILIES | |||||||
| 2201 NORTH MONROE STREET | BALTIMORE | MD | 21217 | NONE | EXEMPT | PROGRAM GRANT | $20,000 |
| CIVIC WORKS INC | |||||||
| 2701 SAINT LO DRIVE | BALTIMORE | MD | 21213 | NONE | EXEMPT | PROGRAM GRANT | $15,000 |
| COLEMAN FAMILY CHARITABLE FOUNDATION INC | |||||||
| 155 WILLOW STREET | BROOKLYN | NY | 11201 | NONE | EXEMPT | CAPITAL ENDOWEMENT GRANT | $9,045,000 |
| COLLEGEBOUND FOUNDATION | |||||||
| 300 WATER STREET SUITE 300 | BALTIMORE | MD | 21202 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| COMMUNITY HELP IN PARK SLOPE | |||||||
| 200 FOURTH AVENUE | BROOKLYN | NY | 11217 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NONE | EXEMPT | GENERAL SUPPORT | $2,500 |
| FOOTSTEPS INC | |||||||
| 114 JOHN STREET 930 | NEW YORK | NY | 10272 | NONE | EXEMPT | GENERAL SUPPORT | $15,000 |
| FRANCISCAN CENTER | |||||||
| 101 WEST 23RD STREET | BALTIMORE | MD | 21218 | NONE | EXEMPT | GENERAL SUPPORT | $12,500 |
| FRIENDS OF THE CHILDREN | |||||||
| 44 NE MORRIS STREET | PORTLAND | OR | 97212 | NONE | EXEMPT | GENERAL SUPPORT FOR AUSTIN, TEXAS | $2,500 |
| FRIENDS OF THE SCARSDALE PUBLIC LIBRARY INC | |||||||
| 54 OLMSTED ROAD | SCARSDALE | NY | 10583 | NONE | EXEMPT | PROJECT SUPPORT | $100,000 |
| FUND FOR EDUCATIONAL EXCELLENCE | |||||||
| 800 NORTH CHARLES STREET SUITE 400 | BALTIMORE | MD | 21201 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| GOUCHER COLLEGE | |||||||
| 1021 DULANEY VALLEY ROAD | BALTIMORE | MD | 21204 | NONE | EXEMPT | PROGRAM GRANT | $10,000 |
| GREATER WILMINGTON YOUTH INITIATIVE INC | |||||||
| 10194 MORECAMBLE BOULEVARD | LELAND | NC | 28451 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| HEALTH CARE FOR THE HOMELESS INC | |||||||
| 421 FALLSWAY | BALTIMORE | MD | 21202 | NONE | EXEMPT | GENERAL SUPPORT | $25,000 |
| HILLEL-INTERNATIONAL ARTHUR & ROCHELLE BELFER BUILDING | |||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 200013724 | NONE | EXEMPT | PROGRAM GRANT | $100,000 |
| JEWS UNITED FOR JUSTICE | |||||||
| 1100 H STREET NW SUITE 630 | WASHINGTON | DC | 20005 | NONE | EXEMPT | GENERAL OPERATING SUPPORT FOR BALTIMORE | $15,000 |
| JOB OPPORTUNITIES TASK FORCE INC | |||||||
| 217 EAST REDWOOD STREET SUITE 1500 | BALTIMORE | MD | 21202 | NONE | EXEMPT | GENERAL SUPPORT | $20,000 |
| KIPP BALTIMORE | |||||||
| 4701 GREENSPRING AVENUE ROOM 115 | BALTIMORE | MD | 21209 | NONE | EXEMPT | PROGRAM GRANT | $15,000 |
| LEGAL AID BUREAU INC | |||||||
| 500 EAST LEXINGTON STREET | BALTIMORE | MD | 21202 | NONE | EXEMPT | PROGRAM GRANT | $10,000 |
| MAINE COMMUNITY FOUNDATION | |||||||
| 245 MAIN STREET | ELLSWORTH | ME | 04605 | NONE | EXEMPT | DONOR ADVISED FUND | $20,000 |
| MARYLAND HUMANITIES COUNCIL INC | |||||||
| 108 WEST CENTRE STREET | BALTIMORE | MD | 212014565 | NONE | EXEMPT | PROGRAM GRANT | $15,000 |
| MARYLAND NEW DIRECTIONS INC | |||||||
| 2700 NORTH CHARLES STREET SUITE 200 | BALTIMORE | MD | 21218 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| MEDECINS SANS FRONTIERES USA INC | |||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 100015004 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| MOISHE HOUSE | |||||||
| 5007 PROVIDENCE ROAD SUITE E216 | CHARLOTTE | NC | 28226 | NONE | EXEMPT | PROGRAM GRANT | $25,000 |
| NEW LEADERS NATIONAL & NEW YORK PROGRAM OFFICE | |||||||
| 30 WEST 26TH STREET 2ND FLOOR | NEW YORK | NY | 10010 | NONE | EXEMPT | GENERAL SUPPORT FOR BALTIMORE | $15,000 |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON STREET SUITE 300 | BOSTON | MA | 02199 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| PLANNED PARENTHOOD OF GREATER TEXAS INC | |||||||
| 7424 GREENVILLE AVENUE SUITE 206 | DALLAS | TX | 75231 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| PROJECT KESHER | |||||||
| 729 SEVENTH AVENUE 9TH FLOOR | NEW YORK | NY | 10019 | NONE | EXEMPT | PROGRAM GRANT | $35,000 |
| RAISING A READER | |||||||
| 330 TWIN DOLPHIN DRIVE SUITE 147 | REDWOOD CITY | CA | 94065 | NONE | EXEMPT | GENERAL SUPPORT FOR BALTIMORE | $10,000 |
| READING PARTNERS | |||||||
| 1500 UNION AVENUE SUITE 2200 | BALTIMORE | MD | 21211 | NONE | EXEMPT | GENERAL SUPPORT FOR BALTIMORE | $12,500 |
| RED HOOK INITIATIVE INC | |||||||
| 767 HICKS STREET | BROOKLYN | NY | 11231 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| SHEPHERD'S CLINIC | |||||||
| 2800 KIRK AVENUE | BALTIMORE | MD | 21218 | NONE | EXEMPT | GENERAL SUPPORT | $20,000 |
| SIXTH & I SYNAGOGUE INC | |||||||
| 600 I STREET NW | WASHINGTON | DC | 20001 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| TEACH FOR AMERICA INC | |||||||
| 2601 NORTH HOWARD STREET SUITE 300 | BALTIMORE | MD | 212184666 | NONE | EXEMPT | GENERAL SUPPORT FOR BALTIMORE | $15,000 |
| THALHEIMER-EURICH CHARITABLE FUND INC | |||||||
| 6225 SMITH AVE SUITE B100 | BALTIMORE | MD | 21209 | NONE | EXEMPT | CAPITAL ENDOWMENT GRANT | $9,200,000 |
| THE BELL FOUNDATION INC | |||||||
| 1500 UNION AVENUE SUITE 117 | BALTIMORE | MD | 21211 | NONE | EXEMPT | GENERAL SUPPORT FOR BALTIMORE | $10,000 |
| THE DIGITAL HARBOR FOUNDATION | |||||||
| 1045 LIGHT STREET | BALTIMORE | MD | 21230 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| THE INGENUITY PROJECT INC BALTIMORE POLYTECHNIC INSTITUTE | |||||||
| 1400 WEST COLD SPRING LANE | BALTIMORE | MD | 21209 | NONE | EXEMPT | PROGRAM GRANT | $15,000 |
| THE INNOCENCE PROJECT | |||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| THE SCHECHTER INSTITUTES INC | |||||||
| BOX 3566 PO BOX 8500 | PHILADELPHIA | PA | 191783566 | NONE | EXEMPT | PROGRAM GRANT | $25,000 |
| THE SCHECHTER INSTITUTES INC | |||||||
| BOX 3566 PO BOX 8500 | PHILADELPHIA | PA | 191783566 | NONE | EXEMPT | PROGRAM GRANT | $25,000 |
| THE VILLAGE LEARNING PLACE INC | |||||||
| 2521 SAINT PAUL STREET | BALTIMORE | MD | 21218 | NONE | EXEMPT | PROGRAM GRANT | $10,000 |
| THREAD INC | |||||||
| PO BOX 1584 | BALTIMORE | MD | 212031584 | NONE | EXEMPT | GENERAL SUPPORT | $15,000 |
| UNITED WAY OF CENTRAL MARYLAND MONTGOMERY PARK | |||||||
| 1800 WASHINGTON BOULEVARD SUITE 340 | BALTIMORE | MD | 21230 | NONE | EXEMPT | PROGRAM GRANT | $10,000 |
| URBAN TEACHERS | |||||||
| 1800 WASHINGTON BOULEVARD SUITE 411 | BALTIMORE | MD | 21230 | NONE | EXEMPT | GENERAL SUPPORT FOR BALTIMORE | $15,000 |
| WORLD UNION FOR PROGRESSIVE JUDAISM LTD | |||||||
| 633 THIRD AVENUE | NEW YORK | NY | 100176778 | NONE | EXEMPT | PROGRAM GRANT | $75,000 |
| YOUTH SERVICE OPPORTUNITIES PROJECT | |||||||
| 15 RUTHERFORD PLACE | NEW YORK | NY | 10003 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,239,292 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JOB OPPORTUNITIES TASK FORCE INC | |||||||
| 217 EAST REDWOOD STREET SUITE 1500 | BALTIMORE | MD | 21202 | NONE | EXEMPT | GENERAL SUPPORT | $20,000 |
| THE INGENUITY PROJECT INC BALTIMORE POLYTECHNIC INSTITUTE | |||||||
| 1400 WEST COLD SPRING LANE | BALTIMORE | MD | 21209 | NONE | EXEMPT | PROGRAM GRANT | $15,000 |
| THE SCHECHTER INSTITUTES INC | |||||||
| BOX 3566 PO BOX 8500 | PHILADELPHIA | PA | 191783566 | NONE | EXEMPT | PROGRAM GRANT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $60,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $178,569 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $314,286 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,378,047 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,870,902 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,870,902 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORD BALTIMORE CAPITAL CORPORATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6225 SMITH AVENUE SUITE B-100 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $315,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMPUTER EQUIPMENT | PropertyDesc |
| Acquired | 2013-08-12 | AcquiredDt |
| Cost Or Other Basis | $2,781 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $1,900 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $556 | CurrentYearExpenseAmt |
| Net Investment Income | $556 | NetInvestmentIncomeAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|
| Thalheimer-Eurich Charitable Fund Inc | ||||||||
| 6225 Smith Avenue Suite B100 | Baltimore | MD | 21209 | 2017-12-31 | $9,200,000 | Please see attached | $90,987 | 12/31/17 |
| Coleman Family Charitable Foundation co Rodney Trust Company | ||||||||
| 121 Continental Drive Suite 107 | Newark | DE | 19713 | 2017-12-31 | $9,045,000 | Please see attached | $175,366 | 12/31/17 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $2,781 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,456 | AccumulatedDepreciationAmt |
| Book Value | $325 | BookValueAmt |
| EOYFMV | $325 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKSTONE PARTNERS FUND, LTD | AT COST | $362,739 | $362,739 |
| ASSOCIATED JEWISH CHARITIES INVESTMENT FUND | AT COST | $82,579 | $2,523,254 |
| ROCKEFELLER GLOBAL EQUITY FUND | AT COST | $169,408 | $1,927,008 |
| WELLS FARGO ADVISORS | AT COST | $1,104,606 | $1,104,606 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $23,351 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | $125,866 | $125,866 | $0 |
| SOFTWARE SUPPORT | $9,706 | $9,706 | $0 |
| BANK FEES | $204 | $204 | $0 |
| POSTAGE AND DELIVERY | $216 | $216 | $0 |
| OFFICE SUPPLIES | $1,165 | $1,165 | $0 |
| TELE-CONFERENCE FEES | $218 | $218 | $0 |
| MEMBERSHIP FEES | $4,423 | $4,423 | $0 |
| OTHER FEES | $11 | $11 | $0 |
| INSURANCE- WORKERS' COMPENSATION | $338 | $338 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM K-1 INVESTMENTS-OTHER PORTFOLIO | Desc |
| Revenue And Expenses Per Books | $314,286 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $314,286 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $314,286 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lord Baltimore Capital Corporation | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6225 Smith Ave Suite B-100 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21209 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PD FROM K-1S | $11,413 | $11,413 | $0 |
| FEDERAL TAXES PAID | $0 | $0 | $0 |
| EMPLOYEE PAYROLL TAXES AND FEES | $3,628 | $3,628 | $0 |
Comments