THE ALVIN AND FANNY B THALHEIMER: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE ALVIN AND FANNY B THALHEIMER (EIN 52-6038383)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201433219349101403
- Schema version
- 2013v3.1
- 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
- Schedule B
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc 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 | 2014-11-17T10:11:35-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gregory P Belcher | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 Continental Drive Suite 107 | AddressLine1 |
| City | Newark | City |
| State | DE | State |
| ZIP Code | 19713 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | Foundation Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JULIET A EURICH EXEC DIRECT | InCareOfNm |
| Business Name Control | ALVI | BusinessNameControlTxt |
| Phone | 4104157600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6225 Smith Avenue Suite B 100 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21209 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIET A EURICH | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Signature | 2014-11-08 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gregory P Belcher | PreparerPersonNm |
| PTIN | P00398765 | PTIN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,079,556 | 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 | $140,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $223,715 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $223,715 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,111,330 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,111,330 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,111,330 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $647,587 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $647,587 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,122,632 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,982,632 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $10,915 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $10,915 | OthEmplSlrsWgsNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $5,217 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,217 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,579 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,579 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $232 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $232 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $334 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $334 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $210,555 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $210,459 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $242,832 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $242,736 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $945,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $945,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,187,832 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $242,736 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $945,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $934,800 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,739,896 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,939 | CashBOYAmt |
| Cash EOY | $432,701 | CashEOYAmt |
| Cash EOYFMV | $432,701 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $77,515 | SavAndTempCashInvstBOYAmt |
| Invst Land Cost Or Other Basis | $2,781 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $232 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments EOY | $2,549 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $18,235,803 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,845,807 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,646,855 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,346,257 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,281,057 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,079,556 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $18,346,257 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,281,057 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,346,257 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,281,057 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,346,257 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,281,057 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,346,257 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $934,800 | ExcessRevenueOverExpensesAmt |
| Subtotal | $19,281,057 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,281,057 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,111,330 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $907,819 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $20,724,586 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043804 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $978,617 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $20,649,100 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047393 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,296,471 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $20,101,123 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064497 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,395,981 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,576,553 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.075147 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,749,770 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $23,689,386 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.116076 | DistributionYr5Rt |
| Total Distribution | 0.346917 | TotalDistributionRt |
| Average Distribution | 0.069383 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $23,057,673 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,599,811 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17,399 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,617,210 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $945,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $34,798 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $34,798 | SubtotalAmt |
| Tax Based On Investment Income | $34,798 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,616 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $32,616 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,182 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.thalheimerfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIET A EURICH EXEC DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4104157660 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6225 SMITH AVE SUITE B-100 | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Louis B Thalheimer | ||||||
| 6225 Smith Avenue Suite B 100 | Baltimore | MD | 21209 | President / Trustee | 1.0 | $0 |
| Marjorie T Coleman | ||||||
| 6225 Smith Avenue Suite B 100 | Baltimore | MD | 21209 | Vice President / Trustee | 1.0 | $0 |
| Juliet A Eurich | ||||||
| 6225 Smith Avenue Suite B 100 | Baltimore | MD | 21209 | Executive Director | 30.0 | $0 |
| Monica Rovecamp | ||||||
| 6225 Smith Avenue Suite B 100 | Baltimore | MD | 21209 | Secretary | 1.0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,502,908 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,905,897 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,408,805 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,408,805 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $351,132 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,057,673 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,152,884 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,152,884 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34,798 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34,798 | TotalTaxAmt |
| Distributable Before Adj | $1,118,086 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,118,086 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,118,086 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $945,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $945,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $945,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,118,086 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,408,377 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $468,950 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $304,607 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $2,181,934 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $945,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $945,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $173,086 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $173,086 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,008,848 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,235,291 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $773,557 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $468,950 | ExcessFromYear4Amt |
| Excess From Year3 | $304,607 | ExcessFromYear3Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Juliet A EurichExecutive Director | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6225 Smith Avenue Suite B 100 | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21209 | ZIPCode |
| 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VARIOUS GRANTS PAID (SEE ATTACHED) | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6225 SMITH AVENUE | AddressLine1 |
| Address Line2 | SUITE B 100 | AddressLine2 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | EXEMPT | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | GrantOrContributionPurposeTxt |
| Amt | $945,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $945,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANTS APPROVED (SEE ATTACHED) | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6225 SMITH AVENUE | AddressLine1 |
| Address Line2 | SUITE B 100 | AddressLine2 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | EXEMPT | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | GrantOrContributionPurposeTxt |
| Amt | $895,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $895,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $223,715 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,758,917 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,982,632 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,982,632 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 INVESTMENT PARTNERS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6225 SMITH AVENUE SUITE B100 | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $140,000 | 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 |
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 |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5 | LifeRt |
| Current Year Expense | $232 | CurrentYearExpenseAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER EQUIPMENTC | CategoryOrItemTxt |
| Cost Or Other Basis | $2,781 | CostOrOtherBasisAmt |
| Book Value | $2,549 | BookValueAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ROCKEFELLER GLOBAL EQUITY FUND | $7,071,209 | $11,144,697 |
| THE BALTIMORE FUND, LLC | $0 | $386 |
| SMITH BARNEY - MONEY FUNDS | $1,035,765 | $1,035,765 |
| BLACKSTONE PARTNERS FUND, LTD | $5,743,004 | $6,222,853 |
| JEWISH COMMUNITY INVESTMENT FD | $4,995,829 | $6,243,154 |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,217 | LegalFeesAmt |
| Net Investment Income | $5,217 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PORTFOLIO DEDUCTIONS FROM K-1S | $193,636 | $193,636 |
| SOFTWARE SUPPORT | $1,805 | $1,805 |
| BANK FEES | $99 | $99 |
| POSTAGE AND DELIVERY | $470 | $470 |
| MEMBERSHIP DUES | $4,450 | $4,450 |
| OFFICE SUPPLIES | $552 | $552 |
| TELEPHONE | $190 | $190 |
| MEALS | $192 | $96 |
| OTHER ADMINISTRATIVE | $1,148 | $1,148 |
| SOFTWARE EXPENSE-MICROEDGE | $8,013 | $8,013 |
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 | $647,587 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $647,587 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORD BALTIMORE INVESTMENT PARTNERS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6225 SMITH AVENUE SUITE B100 | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21209 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PD FROM K-1S | CategoryTxt |
| Amt | $15,579 | Amt |
| Net Investment Income | $15,579 | NetInvestmentIncomeAmt |
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