THE ALVIN AND FANNY B THALHEIMER: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE ALVIN AND FANNY B THALHEIMER (EIN 52-6038383)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201523179349102217
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- 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 | 2015-11-13T17:41:08-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 FOUNDATION INC | BusinessNameLine1Txt |
| 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 AVENUE SUITE B 100 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIET A EURICH | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4104157660 | PhoneNum |
| Signature | 2015-11-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,372,241 | 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 | $130,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $209,380 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $209,380 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,003,988 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,003,988 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,003,988 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $453,761 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $453,761 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,797,129 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,667,129 | 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 | $29,368 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $29,368 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $499 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $499 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $69,556 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,247 | 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 | $399 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $399 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $229,211 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $229,211 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $329,589 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $277,280 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,125,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,125,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,454,589 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $277,280 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,125,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $342,540 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,389,849 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $432,701 | CashBOYAmt |
| Cash EOY | $536,217 | CashEOYAmt |
| Cash EOYFMV | $536,217 | CashEOYFMVAmt |
| Invst Land Cost Or Other Basis | $2,781 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $788 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $2,549 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,993 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,993 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $18,845,807 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $19,085,387 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,834,031 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $19,281,057 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,623,597 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,372,241 | 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 | $19,281,057 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,623,597 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,281,057 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,623,597 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,281,057 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,623,597 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,281,057 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $342,540 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $19,623,597 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,623,597 | 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 | $1,003,988 | GrossSalesPriceAmt |
| Gain Or Loss | $1,003,988 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,003,988 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,003,988 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,599,811 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,057,673 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.069383 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $907,819 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $20,724,586 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043804 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $978,617 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $20,649,100 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047393 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,296,471 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,101,123 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064497 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,395,981 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,576,553 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.075147 | DistributionYr5Rt |
| Total Distribution | 0.300224 | TotalDistributionRt |
| Average Distribution | 0.060045 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $25,071,524 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,505,420 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,898 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,519,318 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,125,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,797 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,797 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,797 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $50,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $228 | EsPenaltyAmt |
| Overpayment | $21,975 | OverpaymentAmt |
| Applied To ES Tax | $21,975 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | JULIET A EURICH EXECUTIVE DIRECTOR | IndividualWithBooksNm |
| Phone | 4104157660 | 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 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LOUIS B THALHEIMER | ||||||||
| 6225 SMITH AVENUE SUITE B 100 | BALTIMORE | MD | 21209 | PRESIDENT / TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARJORIE T COLEMAN | ||||||||
| 6225 SMITH AVENUE SUITE B 100 | BALTIMORE | MD | 21209 | VICE PRESIDENT / TRUSTEE | 1.00 | $0 | $0 | $0 |
| JULIET A EURICH | ||||||||
| 6225 SMITH AVENUE SUITE B 100 | BALTIMORE | MD | 21209 | EXECUTIVE DIRECTOR | 30.00 | $0 | $0 | $0 |
| MONICA ROVECAMP | ||||||||
| 6225 SMITH AVENUE SUITE B 100 | BALTIMORE | MD | 21209 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DEBORAH T LONG | ||||||||
| 6225 SMITH AVENUE SUITE B 100 | BALTIMORE | MD | 21209 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSHUA WACHS | ||||||||
| 6225 SMITH AVENUE SUITE B 100 | BALTIMORE | MD | 21209 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| REBEKAH T COLEMAN | ||||||||
| 6225 SMITH AVENUE SUITE B 100 | BALTIMORE | MD | 21209 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $23,419,663 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,033,661 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,453,324 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,453,324 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $381,800 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,071,524 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,253,576 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,253,576 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,797 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $217 | IncomeTaxAmt |
| Total Tax | $28,014 | TotalTaxAmt |
| Distributable Before Adj | $1,225,562 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,225,562 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,225,562 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,125,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,125,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,125,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,225,562 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $468,950 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $304,607 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $773,557 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,125,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,125,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $100,562 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $100,562 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $672,995 | 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 | $368,388 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $304,607 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $304,607 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JULIET A EURICH EXECUTIVE DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| 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) |
|---|---|---|
| Recipient Phone | 4104157660 | RecipientPhoneNum |
| Form And Info And Materials | BY LETTER | 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 (57 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 | $25,000 |
| ARTS EVERY DAY INC | |||||||
| 1800 N CHARLES STREET STE 810 | BALTIMORE | MD | 212015807 | NONE | EXEMPT | GENERAL SUPPORT | $15,000 |
| ASSOCIATED CATHOLIC CHARITIES INC | |||||||
| 320 CATHEDRAL STREET | BALTIMORE | MD | 212014421 | NONE | EXEMPT | PROGRAM GRANT | $25,000 |
| AVODAH | |||||||
| 45 WEST 36TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | NONE | EXEMPT | PROGRAM GRANT | $15,000 |
| THE BALTIMORE CHILDREN'S MUSEUM INC | |||||||
| 35 MARKET PLACE | BALTIMORE | MD | 212024002 | NONE | EXEMPT | PROGRAM GRANT | $10,000 |
| THE BALTIMORE CITY FOUNDATION INC | |||||||
| 10 NORTH CALVERT STREET SUITE 915 | BALTIMORE | MD | 21202 | NONE | EXEMPT | PROGRAM GRANT | $10,000 |
| BALTIMORE MUSEUM OF ART | |||||||
| 10 ART MUSEUM DRIVE | BALTIMORE | MD | 212183898 | NONE | EXEMPT | ENDOWMENT GRANT | $40,000 |
| BALTIMORE URBAN DEBATE LEAGUE | |||||||
| 2601 N HOWARD STREET SUITE 150 | BALTIMORE | MD | 21218 | NONE | EXEMPT | PROGRAM GRANT | $5,000 |
| BIO TECHNICAL INSTITUTE OF MARYLAND INC | |||||||
| 2001 ALICEANNA STREET | BALTIMORE | MD | 21231 | NONE | EXEMPT | GENERAL SUPPORT | $20,000 |
| BIRTHRIGHT ISRAEL FOUNDATION INC | |||||||
| 33 EAST 33RD STREET 7TH FLOOR | NEW YORK | NY | 10016 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| BRAZIL FOUNDATION | |||||||
| 345 7TH AVENUE RM 1401 | NEW YORK | NY | 100015083 | NONE | EXEMPT | PROGRAM GRANT | $5,000 |
| BUILDING STEPS | |||||||
| PO BOX 1393 | BROOKLANDVILLE | MD | 210221393 | NONE | EXEMPT | GENERAL SUPPORT | $35,000 |
| CAROLINE CENTER | |||||||
| 900 SOMERSET STREET | BALTIMORE | MD | 21202 | NONE | EXEMPT | GENERAL SUPPORT | $20,000 |
| CASA DE MARYLAND INC | |||||||
| 8151 15TH AVENUE | LANGNEY PARK | MD | 20783 | NONE | EXEMPT | GENERAL SUPPORT FOR BALTIMORE | $20,000 |
| CHALLAH FOR HUNGER | |||||||
| 1701 WALNUT STREET 7TH FLOOR | PHILADELPHIA | PA | 19103 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| CITY HARVEST INC | |||||||
| 6 EAST 32ND STREET 5TH FL | NEW YORK | NY | 10016 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| THE CITY UNIVERSITY OF NEW YORK RESEARCH FOUNDATION | |||||||
| 205 EAST 42ND STREET 9TH FLOOR | NEW YORK | NY | 10017 | NONE | EXEMPT | PROGRAM GRANT | $5,000 |
| CIVIC WORKS INC | |||||||
| 2701 SAINT LO DRIVE | BALTIMORE | MD | 21213 | NONE | EXEMPT | PROGRAM GRANT | $20,000 |
| CRITICAL EXPOSURE | |||||||
| 1816 12TH STREET NW | WASHINGTON | DC | 20009 | NONE | EXEMPT | GENERAL SUPPORT | $2,500 |
| FOOTSTEPS INC | |||||||
| 8935 TILBURY DRIVE | WILMINGTON | NC | 28411 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| FRANCISCAN CENTER | |||||||
| 101 WEST 23RD STREET | BALTIMORE | MD | 21218 | NONE | EXEMPT | GENERAL SUPPORT | $25,000 |
| THE FRESH AIR FUND | |||||||
| 633 THIRD AVENUE 14TH FLOOR | NEW YORK | NY | 10017 | NONE | EXEMPT | PROGRAM GRANT | $5,000 |
| FRIENDSHIP PLACE | |||||||
| 4713 WISCONSIN AVENUE NW | WASHINGTON | DC | 200164609 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| FUND FOR EDUCATIONAL EXCELLENCE | |||||||
| 800 NORTH CHARLES STREET SUITE 400 | BALTIMORE | MD | 21201 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| GREATER HOMEWOOD COMMUNITY CORPORATION | |||||||
| 3503 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | NONE | EXEMPT | PROGRAM GRANT | $30,000 |
| HEALTH CARE FOR THE HOMELESS INC | |||||||
| 421 FALLSWAY | BALTIMORE | MD | 21202 | NONE | EXEMPT | GENERAL SUPPORT | $20,000 |
| HIGHER ACHIEVEMENT BALTIMORE | |||||||
| 1500 UNION AVENUE STE 2600 | BALTIMORE | MD | 21211 | NONE | EXEMPT | GENERAL SUPPORT FOR BALTIMORE | $25,000 |
| INDO JAX SURF CHARITIES | |||||||
| 8935 TILBURY DRIVE | WILMINGTON | NC | 28411 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| THE INNOCENCE PROJECT | |||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| JEWISH TELEGRAPHIC AGENCY | |||||||
| 24 WEST 30TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | NONE | EXEMPT | PROGRAM GRANT | $15,000 |
| JOB OPPORTUNITIES TASK FORCE INC | |||||||
| 217 EAST REDWOOD STREET SUITE 1500 | BALTIMORE | MD | 21202 | NONE | EXEMPT | GENERAL SUPPORT | $20,000 |
| LEGAL AID BUREAU INC | |||||||
| 500 EAST LEXINGTON STREET | BALTIMORE | MD | 21202 | NONE | EXEMPT | PROGRAM GRANT | $10,000 |
| LIFT INC | |||||||
| 1620 I STREET NW | WASHINGTON | DC | 20006 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| MAINE FARMLAND TRUST | |||||||
| 97 MAIN STREET | BELFAST | ME | 04915 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| MAINE ORGANIC FARMERS AND GARDENERS ASSOCIATION | |||||||
| PO BOX 170 294 CROSBY BROOK ROAD | UNITY | ME | 04988 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| MARYLAND INSTITUTE COLLEGE OF ART | |||||||
| 1300 WEST MOUNT ROYAL AVENUE | BALTIMORE | MD | 212174191 | NONE | EXEMPT | ENDOWMENT GRANT | $100,000 |
| MARYLAND NEW DIRECTIONS INC | |||||||
| 2700 N CHARLES STREET STE 200 | BALTIMORE | MD | 21218 | NONE | EXEMPT | GENERAL SUPPORT | $15,000 |
| MEDECINS SANS FRONTIERES USA INC | |||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 100015004 | NONE | EXEMPT | PROGRAM GRANT | $40,000 |
| MERCY MEDICAL CENTER INC | |||||||
| 301 SAINT PAUL PLACE | BALTIMORE | MD | 212022165 | NONE | EXEMPT | PROGRAM GRANT | $15,000 |
| NEW LEADERS FOR NEW SCHOOLS NATIONAL & NEW YORK PROGRAM OFFICE | |||||||
| 30 WEST 26TH STREET 2ND FLOOR | NEW YORK | NY | 10010 | NONE | EXEMPT | GENERAL SUPPORT FOR BALTIMORE | $20,000 |
| PROJECT KESHER | |||||||
| 600 MAMARONECK AVENUE SUITE 400 | HARRISON | NY | 10528 | NONE | EXEMPT | PROGRAM GRANT | $35,000 |
| READING PARTNERS | |||||||
| 841 E FORT AVENUE 233 | BALTIMORE | MD | 21230 | NONE | EXEMPT | GENERAL SUPPORT FOR BALTIMORE | $20,000 |
| REBOOT | |||||||
| 44 WEST 28TH STREET 8TH FLOOR | NEW YORK | NY | 10001 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| RUNNING START | |||||||
| 1111 16TH STREET NW SUITE 420 | WASHINGTON | DC | 20036 | NONE | EXEMPT | GENERAL SUPPORT | $2,500 |
| THE SCHECHTER INSTITUTES INC | |||||||
| BOX 3566 PO BOX 8500 | PHILADELPHIA | PA | 191783566 | NONE | EXEMPT | PROGRAM GRANTS | $45,000 |
| SHARE OUR STRENGTH | |||||||
| 1030 15TH STREET NW SUITE 1100 | WASHINGTON | DC | 20005 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 |
| SHEPHERD'S CLINIC | |||||||
| 2800 KIRK AVENUE | BALTIMORE | MD | 21218 | NONE | EXEMPT | GENERAL SUPPORT | $25,000 |
| SIXTH & I SYNAGOGUE INC | |||||||
| 600 I STREET NW | WASHINGTON | DC | 20001 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| SOUTH BALTIMORE LEARNING CENTER | |||||||
| 28 EAST OSTEND STREET | BALTIMORE | MD | 212304209 | NONE | EXEMPT | GENERAL SUPPORT | $10,000 |
| ST VINCENT DE PAUL SOCIETY | |||||||
| 2305 N CHARLES STREET 300 | BALTIMORE | MD | 21218 | NONE | EXEMPT | PROGRAM GRANT | $20,000 |
| TEACH FOR AMERICA INC | |||||||
| 2601 NORTH HOWARD STREET STE 300 | BALTIMORE | MD | 212184666 | NONE | EXEMPT | GENERAL SUPPORT FOR BALTIMORE | $40,000 |
| UNITED WAY OF CENTRAL MARYLAND | |||||||
| 100 SOUTH CHARLES STREET 5TH FLOOR | BALTIMORE | MD | 212031576 | NONE | EXEMPT | PROGRAM GRANT | $15,000 |
| URBAN ALLIANCE FOUNDATION INC | |||||||
| 1500 UNION AVENUE SUITE 2100 | BALTIMORE | MD | 21211 | NONE | EXEMPT | GENERAL SUPPORT FOR BALTIMORE | $15,000 |
| URBAN TEACHER CENTER | |||||||
| 1500 UNION AVENUE SUITE 2200 | BALTIMORE | MD | 21211 | NONE | EXEMPT | GENERAL SUPPORT FOR BALTIMORE | $55,000 |
| WORLD UNION FOR PROGRESSIVE JUDAISM LTD | |||||||
| 633 THIRD AVENUE | NEW YORK | NY | 100176778 | NONE | EXEMPT | PROGRAM GRANTS | $105,000 |
| YOUTH SERVICE OPPORTUNITIES PROJECT | |||||||
| 15 RUTHERFORD PLACE | NEW YORK | NY | 10003 | NONE | EXEMPT | GENERAL SUPPORT FOR WASHINGTON DC | $5,000 |
| YWCA GREATER BALTIMORE | |||||||
| 1800 N CHARLES STREET SUITE 904 | BALTIMORE | MD | 21201 | NONE | EXEMPT | PROGRAM GRANT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,125,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (22 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 | $50,000 |
| ASSOCIATED CATHOLIC CHARITIES INC | |||||||
| 320 CATHEDRAL STREET | BALTIMORE | MD | 212014421 | NONE | EXEMPT | PROGRAM GRANT | $25,000 |
| AVODAH | |||||||
| 45 WEST 36TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | NONE | EXEMPT | PROGRAM GRANT | $15,000 |
| THE BALTIMORE CHILDREN'S MUSEUM INC | |||||||
| 35 MARKET PLACE | BALTIMORE | MD | 212024002 | NONE | EXEMPT | PROGRAM GRANT | $10,000 |
| BALTIMORE MUSEUM OF ART | |||||||
| 10 ART MUSEUM DRIVE | BALTIMORE | MD | 212183898 | NONE | EXEMPT | ENDOWMENT GRANT | $40,000 |
| THE BELL FOUNDATION INC | |||||||
| 60 CLAYTON STREET | DORCHESTER | MA | 02122 | NONE | EXEMPT | GENERAL SUPPORT FOR BALTIMORE | $30,000 |
| BUILDING STEPS | |||||||
| PO BOX 1393 | BROOKLANDVILLE | MD | 210221393 | NONE | EXEMPT | GENERAL SUPPORT | $35,000 |
| FRANCISCAN CENTER | |||||||
| 101 WEST 23RD STREET | BALTIMORE | MD | 21218 | NONE | EXEMPT | GENERAL SUPPORT | $50,000 |
| GREATER HOMEWOOD COMMUNITY CORPORATION | |||||||
| 3503 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | NONE | EXEMPT | PROGRAM GRANT | $30,000 |
| HIGHER ACHIEVEMENT BALTIMORE | |||||||
| 1500 UNION AVENUE STE 2600 | BALTIMORE | MD | 21211 | NONE | EXEMPT | GENERAL SUPPORT FOR BALTIMORE | $50,000 |
| HILLEL-INTERNATIONAL | |||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 200013724 | NONE | EXEMPT | PROGRAM GRANT | $300,000 |
| JEWISH TELEGRAPHIC AGENCY | |||||||
| 24 WEST 30TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | NONE | EXEMPT | PROGRAM GRANT | $30,000 |
| JOB OPPORTUNITIES TASK FORCE INC | |||||||
| 217 EAST REDWOOD STREET SUITE 1500 | BALTIMORE | MD | 21202 | NONE | EXEMPT | GENERAL SUPPORT | $20,000 |
| LEGAL AID BUREAU INC | |||||||
| 500 EAST LEXINGTON STREET | BALTIMORE | MD | 21202 | NONE | EXEMPT | PROGRAM GRANT | $10,000 |
| MARYLAND INSTITUTE COLLEGE OF ART | |||||||
| 1300 WEST MOUNT ROYAL AVENUE | BALTIMORE | MD | 212174191 | NONE | EXEMPT | ENDOWMENT GRANT | $400,000 |
| PROJECT KESHER | |||||||
| 600 MAMARONECK AVENUE SUITE 400 | HARRISON | NY | 10528 | NONE | EXEMPT | PROGRAM GRANT | $35,000 |
| THE SCHECHTER INSTITUTES INC | |||||||
| BOX 3566 PO BOX 8500 | PHILADELPHIA | PA | 191783566 | NONE | EXEMPT | PROGRAM GRANT | $20,000 |
| SIXTH & I SYNAGOGUE INC | |||||||
| 600 I STREET NW | WASHINGTON | DC | 20001 | NONE | EXEMPT | GENERAL SUPPORT | $20,000 |
| TEACH FOR AMERICA INC | |||||||
| 2601 NORTH HOWARD STREET STE 300 | BALTIMORE | MD | 212184666 | NONE | EXEMPT | GENERAL SUPPORT FOR BALTIMORE | $80,000 |
| URBAN ALLIANCE FOUNDATION INC | |||||||
| 1500 UNION AVENUE SUITE 2100 | BALTIMORE | MD | 21211 | NONE | EXEMPT | GENERAL SUPPORT FOR BALTIMORE | $15,000 |
| URBAN TEACHER CENTER | |||||||
| 1500 UNION AVENUE SUITE 2200 | BALTIMORE | MD | 21211 | NONE | EXEMPT | GENERAL SUPPORT FOR BALTIMORE | $70,000 |
| WORLD UNION FOR PROGRESSIVE JUDAISM LTD | |||||||
| 633 THIRD AVENUE | NEW YORK | NY | 100176778 | NONE | EXEMPT | PROGRAM GRANT | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,410,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $209,380 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $453,761 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,003,988 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,667,129 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,667,129 | 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 Person | LORD BALTIMORE CAPITAL CORPORATION | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6225 SMITH AVENUE SUITE B100 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $130,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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 | $232 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $556 | CurrentYearExpenseAmt |
| Net Investment Income | $556 | NetInvestmentIncomeAmt |
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 | $788 | AccumulatedDepreciationAmt |
| Book Value | $1,993 | BookValueAmt |
| EOYFMV | $1,993 | 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 | $6,112,786 | $6,592,635 |
| ASSOCIATED JEWISH CHARITIES INVESTMENT FUND | AT COST | $4,986,980 | $6,535,622 |
| ROCKEFELLER GLOBAL EQUITY FUND | AT COST | $6,649,152 | $10,368,343 |
| MORGAN STANLEY | AT COST | $1,336,469 | $1,337,431 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $499 | LegalFeesAmt |
| Net Investment Income | $499 | 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 | $207,236 | $207,236 | $0 |
| SOFTWARE SUPPORT | $8,180 | $8,180 | $0 |
| BANK FEES | $104 | $104 | $0 |
| POSTAGE AND DELIVERY | $533 | $533 | $0 |
| OFFICE SUPPLIES | $848 | $848 | $0 |
| TELE-CONFERENCE FEES | $238 | $238 | $0 |
| MEMBERSHIP FEES | $10,700 | $10,700 | $0 |
| SOFTWARE EXPENSE | $1,060 | $1,060 | $0 |
| UNEMPLOYMENT INSURANCE | $312 | $312 | $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 | $453,761 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $453,761 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $453,761 | 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 AVENUE SUITE B100 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21209 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PD FROM K-1S | $17,274 | $17,247 | $0 |
| FEDERAL TAXES PAID | $52,282 | $0 | $0 |
Comments