THE ALVIN AND FANNY B THALHEIMER: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
THE ALVIN AND FANNY B THALHEIMER (EIN 52-6038383)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-05
IRS object ID
201233109349100153
Schema version
2011v1.3
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-05T10:21:00-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN526038383EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1The Alvin and Fanny Blaustein ThalheimerBusinessNameLine1
Business Name Line2Foundation IncBusinessNameLine2
FieldValueIRS element (for citing)
In Care Of Name% JULIET A EURICH EXECUTIVE DInCareOfName
Name ControlALVINameControl
Phone4104157600Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line16225 Smith Avenue Suite B 100AddressLine1
CityBaltimoreCity
StateMDState
ZIP Code21209ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJULIET A EURICHName
TitleExecutive DirectorTitle
Date Signed2012-11-02DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone3027371205Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY19902242FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss279000ContriReceivedRevAndExpnss
Dividends Rev And Expnss315822DividendsRevAndExpnss
Dividends Net Invst Incm315822DividendsNetInvstIncm
Dividends Adj Net Incm0DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss-131501NetGainSaleAssetsRevAndExpnss
Gross Sales Price0GrossSalesPrice
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm0NetSTCGAdjNetIncm
Other Income Rev And Expnss171OtherIncomeRevAndExpnss
Other Income Net Invst Incm171OtherIncomeNetInvstIncm
Other Income Adj Net Incm0OtherIncomeAdjNetIncm
Total Revenue And Expenses463492TotalRevenueAndExpenses
Total Net Investment Income315993TotalNetInvestmentIncome
Total Adjusted Net Income0TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Legal Fees Rev And Expnss2584LegalFeesRevAndExpnss
Legal Fees Net Invst Incm2584LegalFeesNetInvstIncm
Legal Fees Adj Net Incm0LegalFeesAdjNetIncm
Legal Fees Dsbrs Chrtbl Prps0LegalFeesDsbrsChrtblPrps
Taxes Rev And Expnss25138TaxesRevAndExpnss
Taxes Net Invst Incm25138TaxesNetInvstIncm
Taxes Adj Net Incm0TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss4479DeprecAndDepletionRevAndExpnss
Other Expenses Rev And Expnss210268OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm188653OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm0OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps21617OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss242469TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm216375TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps21617TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss957000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps957000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss1199469TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm216375TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps978617TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-735977ExcessOfRevenueOverExpenses
Net Investment Income99618NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY73999CashBOY
Cash EOY242559CashEOY
Cash EOYFMV242559CashEOYFMV
Savings And Temp Cash Invst BOY77510SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY77514SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV77514SavingsAndTempCashInvstEOYFMV
Investments Other BOY18074610InvestmentsOtherBOY
Investments Other EOY17174548InvestmentsOtherEOY
Investments Other EOYFMV19579554InvestmentsOtherEOYFMV
Other Assets BOY7094OtherAssetsBOY
Other Assets EOY2615OtherAssetsEOY
Other Assets EOYFMV2615OtherAssetsEOYFMV
Total Assets BOY18233213TotalAssetsBOY
Total Assets EOY17497236TotalAssetsEOY
Total Assets EOYFMV19902242TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY18233213RetainedEarningsBOY
Retained Earnings EOY17497236RetainedEarningsEOY
Total Net Assets BOY18233213TotalNetAssetsBOY
Total Net Assets EOY17497236TotalNetAssetsEOY
Total Liabilities Net Assets BOY18233213TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY17497236TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY18233213TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-735977ExcessOfRevenueOverExpenses
Subtotal17497236Subtotal
Total Net Assets Fund Balances EOY17497236TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of AssetCAPITAL GAIN DIVIDENDSDescriptionOfAsset
How AcquiredPHowAcquired
Gain Or Loss56GainOrLoss
FieldValueIRS element (for citing)
Capital Gain Net Income-131501CapitalGainNetIncome
Net Short Term Capital Gain Or Loss0NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year11296471QualifyingDistributionsYear1
Noncharitable Assets Year120101123NoncharitableAssetsYear1
Distribution Ratio Year10.064497DistributionRatioYear1
Qualifying Distributions Year21395981QualifyingDistributionsYear2
Noncharitable Assets Year218576553NoncharitableAssetsYear2
Distribution Ratio Year20.075147DistributionRatioYear2
Qualifying Distributions Year32749770QualifyingDistributionsYear3
Noncharitable Assets Year323689386NoncharitableAssetsYear3
Distribution Ratio Year30.116076DistributionRatioYear3
Qualifying Distributions Year4926057QualifyingDistributionsYear4
Noncharitable Assets Year429402004NoncharitableAssetsYear4
Distribution Ratio Year40.031496DistributionRatioYear4
Qualifying Distributions Year51234269QualifyingDistributionsYear5
Noncharitable Assets Year527577782NoncharitableAssetsYear5
Distribution Ratio Year50.044756DistributionRatioYear5
Total Distribution Ratio0.331972TotalDistributionRatio
Average Distribution Ratio0.066394AverageDistributionRatio
Net Noncharitable Assets20649100NetNoncharitableAssets
Adjusted Noncharitable Assets1370976AdjustedNoncharitableAssets
One Percent Net Investment Income996OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One1371972AdjNonchrtblAssetsAndOnePct
Qualifying Distributions978617QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax1992InvestmentIncomeExciseTax
Subtotal1992Subtotal
Tax Based On Investment Income1992TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment45274EstTaxPaymentsAndOverpayment
Total Credits And Payments45274TotalCreditsAndPayments
Overpayment43282Overpayment
Amount Credited To Next Year43282AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithMDStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website Addresswww.thalheimerfoundation.orgWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1JULIET A EURICH EXECUTIVE DIRBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number4104157660BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line16225 SMITH AVE B-100AddressLine1
CityBaltimoreCity
StateMDState
ZIP Code21209ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersontrueFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingstrueBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
Louis B Thalheimer
6225 Smith Avenue Suite B 100BaltimoreMD21209President / Trustee1.0000
Marjorie T Coleman
6225 Smith Avenue Suite B 100BaltimoreMD21209Vice President / Trustee1.0000
Juliet A Eurich
6225 Smith Avenue Suite B 100BaltimoreMD21209Executive Director30.0000
Monica Rovecamp
6225 Smith Avenue Suite B 100BaltimoreMD21209Secretary1.0000

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1N/ADescription1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1NONEDescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities17675138AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances3288415AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets20963553TotalFMVOfUnusedAssets
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets20963553AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable314453CashDeemedCharitable
Net Noncharitable Assets20649100NetNoncharitableAssets
Minimum Investment Return1032455MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return1032455MinimumInvestmentReturn
Tax Based On Investment Income1992TaxBasedOnInvestmentIncome
Total Tax1992TotalTax
Distributable Amount Before Adj1030463DistributableAmountBeforeAdj
Distributable Amount Before Ded1030463DistributableAmountBeforeDed
Distributable Amount As Adjusted1030463DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions978617ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets0AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test0AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test0AmountsSetAsideCashDistriTest
Qualifying Distributions978617QualifyingDistributions
Adj Qualifying Distributions978617AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted1030463DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Prior Year12009PriorYear1
Prior Year22008PriorYear2
Prior Year32007PriorYear3
Excess Distri Carryover Year31577967ExcessDistriCarryoverYear3
Excess Distri Carryover Year2468950ExcessDistriCarryoverYear2
Excess Distri Carryover Year1304607ExcessDistriCarryoverYear1
Total Excess Distri Carryover2351524TotalExcessDistriCarryover
Qualifying Distributions978617QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Current Year978617AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus51846ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY51846ExcessDistriCyovAppliedCY
Total Corpus2299678TotalCorpus
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year2299678ExcessDistriCyovToNextYear
Excess From Year31526121ExcessFromYear3
Excess From Year2468950ExcessFromYear2
Excess From Year1304607ExcessFromYear1
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundations

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameExecutive DirectorRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line16225 Smith Avenue Suite B 100AddressLine1
CityBaltimoreCity
StateMDState
ZIP Code21209ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number4104157660RecipientPhoneNumber
Form And Info And MaterialsBY LETTERFormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsTHE FOUNDATION DOES NOT MAKE GRANTS OR GIFTS TO INDIVIDUALS.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (50 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line2RecipientUSAddress/AddressLine2
AMERICAN CIVIL LIBERTIES UNION OF MD FOUNDATION
3600 CLIPPER MILL ROAD SUITE 350BALTIMOREMD21211NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$20,000
ART ON PURPOSE
PO BOX 19909BALTIMOREMD21211NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$5,000
THE BALTIMORE MUSEUM OF ART
10 ART MUSEUM DRIVEBALTIMOREMD21218NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$40,000
BELL FOUNDATION INC
60 CLAYTON STREETDORCHESTERMA02122NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$15,000
BIRTHRIGHT ISRAEL FOUNDATION
33 EAST 33RD STREET 7TH FLOORNEW YORKNY10016NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$10,000
BUILDING STEPS
PO BOX 1393BROOKLANDVILLEMD210221393NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$25,000
CENTER FOR URBAN FAMILIES
2201 NORTH MONROE STREETBALTIMOREMD21217NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$20,000
FJC
520 EIGHTH AVENUE 20TH FLOORNEW YORKNY10018NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$15,000
THE FRESH AIR FUND
633 THIRD AVENUENEW YORKNY10017NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$2,000
FRANCISCAN CENTER
101 WEST 23RD STREETBALTIMOREMD21218NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$25,000
FUND FOR EDUCATIONAL EXCELLENCE
800 NORTH CHARLES STREET SUITE 400BALTIMOREMD21201NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$107,000
HEALTH CARE FOR THE HOMELESS INC
421 FALLSWAYBALTIMOREMD21202NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$40,000
THE HEARING AND SPEECH AGENCY
5900 METRO DRIVEBALTIMOREMD21215NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$10,000
HIGHER ACHIEVEMENT BALTIMORE
THE UNION MILL 1500 UNION AVENUEBALTIMOREMD21211NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$20,000STE 2600
HILLEL-THE FOUNDATION FOR JEWISH CAMPUS LIFE
ARTHUR AND ROCHELLE BELFER BUILDINGWASHINGTONDC200013724NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$50,000800 EIGHTH STREET NW
THE INGENUITY PROJECT INC
BALTIMORE POLYTECHNIC INSTITUTEBALTIMOREMD21209NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$15,0001400 WEST COLD SPRING LANE
THE INNOCENCE PROJECT
40 WORTH STREET SUITE 701NEW YORKNY10013NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$7,500
JEWISH TELEGRAPHIC AGENCY INC
330 SEVENTH AVENUE 17TH FLOORNEW YORKNY10001NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$10,000
JOB OPPORTUNITIES TASK FORCE INC
111 WATER STREET SUITE 201BALTIMOREMD21202NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$20,000
KENNEDY KRIEGER INSTITUTE
707 NORTH BROADWAYBALTIMOREMD21205NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$15,000
MEDECINS SANS FRONTIERES USA INC
333 SEVENTH AVENUE 2ND FLOORNEW YORKNY100015004NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$7,000
MT WASHINGTON PEDIATRIC HOSPITAL
1708 WEST ROGERS AVENUEBALTIMOREMD212094596NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$10,000
NEW LEADERS FOR NEW SCHOOLS
1 EAST MOUNT ROYAL STREET 2ND FLOOBALTIMOREMD21202NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$30,000
PROJECT KESHER
2144 ASHLAND AVENUE SUITE 3EVANSTONIL60201NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$35,000
THE RANGELEY LAKES HERITAGE TRUST
PO BOX 249OQUOSSOCME049647311NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$4,000
SPANISH THEATRE REPERTORY COMPANY LTD
138 EAST 27TH STREETNEW YORKNY10016NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$2,500
SCHECHTER INSTITUTE OF JEWISH STUDIES
BOX 3566PHILADELPHIAPA191783566NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$45,000PO BOX 8500
SHEPHERD'S CLINIC
2800 KIRK AVENUEBALTIMOREMD21218NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$20,000
TEACH FOR AMERICA INC
2601 NORTH HOWARD STREET SUITE 300BALTIMOREMD212184666NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$35,000
URBAN TEACHER CENTER
UNION MILL 1500 UNION AVENUEBALTIMOREMD21201NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$20,000
WORLD UNION FOR PROGRESSIVE JUDAISM LTD
633 THIRD AVENUENEW YORKNY100176778NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$135,000
APPALACHIAN TRAIL CONSERVANCY
PO BOX 807HARPERS FERRYWV25425NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$2,500
ARTS EVERY DAY INC
1800 N CHARLES ST STE 810BALTIMOREMD21201NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$15,000
BALTIMORE SQUASH WISE
3600 CLIPPER MILL ROAD STE 207BALTIMOREMD21211NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$4,000
BALTIMORE URBAN DEBATE LEAGUE
2601 N HOWARD STREET STE 150BALTIMOREMD21218NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$15,000
BRAZIL FOUNDATION
345 7TH AVENUE ROOM 1401NEW YORKNY10001NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$5,000
CENTROPA
3500 PIEDMONT ROAD SUITE 600ATLANTAGA30305NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$20,000
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
25 BROADWAY STE 1700NEW YORKNY100041010NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$10,000
COMMUNITY COUNCIL FOR THE HOMELESS
AT FRIENDSHIP PLACEWASHINGTONDC20016NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$2,5004317 WISCONSIN AVE NW
FUNDACION ALMA
PLANETARIUM STATIONNEW YORKNY10024NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$2,500PO BOX 374
HOUSE OF RUTH
2201 ARGONNE DRIVEBALTIMOREMD21218NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$10,000
LOUISE WELLS CAMERON ART MUSEUM INC
3201 SOUTH 17TH STREETWILMINGTONNC28412NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$5,000
THE NATURE CONSERVANCY
INTERNATIONAL HEADQUARTERSARLINGTONVA22203NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$5,0004245 NORTH FAIRFAX DRIVE STE 100
PARTNERSHIP FOR THE HOMELESS
305 7TH AVENUE 13TH FLOORNEW YORKNY10001NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$6,500
PLANNED PARENTHOOD OF MARYLAND INC
330 NORTH HOWARD STREETBALTIMOREMD21201NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$1,000
PLANNED PARENTHOOD OF NYC
26 BLEECKER STREETNEW YORKNY10012NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$6,500
PRO PUBLICA INC
55 BROADWAYNEW YORKNY10006NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$10,000
SANCTUARY FOR FAMILIES INC
PO BOX 1406NEW YORKNY10268NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$4,000WALL STREET STATION
SLOW FOOD USA
20 JAY STREET NO M-04BROOKLYNNY11201NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$2,500
THE ASSOCIATION OF BALTIMORE AREA GRANTMAKERS
2 EAST READ STREET 2ND FLOORBALTIMOREMD21202NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$15,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year957000TotGrantOrContriPaidDuringYear

Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (12 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line2RecipientUSAddress/AddressLine2
THE BALTIMORE MUSEUM OF ART
10 ART MUSEUM DRIVEBALTIMOREMD212183898NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$120,000
HILLEL-THE FOUNDATION FOR JEWISH CAMPUS LIFE
ARTHUR AND ROCHELLE BELFER BUILDINGWASHINGTONDC200013724NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$50,000800 EIGHTH STREET NW
JOB OPPORTUNITIES TASK FORCE
111 WATER STREET SUITE 201BALTIMOREMD21202NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$20,000
THE SCHECHTER INSTITUTES INC
BOX 3566PHILADELPHIAPA191783566NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$45,000
ARTS EVERY DAY
1800 N CHARLES STREET STE 810BALTIMOREMD21201NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$15,000PO BOX 8500
BALTIMORE URBAN DEBATE LEAGUE
2601 N HOWARD STREET STE 150BALTIMOREMD21218NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$15,000
CASA DE MARYLAND INC
8151 15TH AVEHYATTSVILLEMD20781NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$60,000
THE CENTRAL EUROPEAN CENTER FOR RESEARCH
AND DOCUMENTATIONATLANTAGA30305NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$20,000
FRANCISCAN CENTER
101 WEST 23RD STREETBALTIMOREMD21218NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$20,0003500 PIEDMONT ROAD STE 600
PROJECT KESHER
2144 ASHLAND AVENUE STE 3EVANSTONIL60201NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$35,000
TEACH FOR AMERICA INC
2601 NORTH HOWARD STREET STE 300BALTIMOREMD21218NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$70,000
WORLD UNION FOR PROGRESSIVE JUDIASM LTD
633 THIRD AVENUENEW YORKNY10017NONEEXEMPTUNRESTRICTED GIFT FOR CHARITABLE PURPOSES$135,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Approved Future605000TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

FieldValueIRS element (for citing)
Fees Contracts From Govt AgenciesFeesContractsFromGovtAgencies
Membership Dues And AssessmentsMembershipDuesAndAssessments
Int On Savings And Temp Cash InvstIntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$315,822ExclusionAmount
FieldValueIRS element (for citing)
Net Rental Incm Re Debt Fincd PropNetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal PropertyNetRentalIncmPersonalProperty
Other Investment Income Part VIIOtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$131,330ExclusionAmount
FieldValueIRS element (for citing)
Net Income Loss From Special EventsNetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of InvntryGrossProfitLossSalesOfInvntry

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$184,492ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA184492TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualLORD BALTIMORE CAPITAL CORPORATIONContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line16225 SMITH AVENUE SUITE B100AddressLine1
CityBaltimoreCity
StateMDState
ZIP Code21209ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions279000AggregateContributions
Person Contribution TypeXPersonContributionType

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Oth Prog Rltd Investments AllOthProgRltdInvestments

FieldValueIRS element (for citing)
DescriptionNONEDescription

Amortization Schedule AmortizationSchedule

Amortization Amortization

FieldValueIRS element (for citing)
Description Of Amortized ExpensesCOMPUTER SOFTWAREDescriptionOfAmortizedExpenses
Date Acquired Completed Expended2007-07-17DateAcquiredCompletedExpended
Amount Amortized22397AmountAmortized
Deduction For Prior Years15303DeductionForPriorYears
Amortization Period5.0AmortizationPeriod
Current Year Amortization4479CurrentYearAmortization
Total Amount Of Amortization19782TotalAmountOfAmortization

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (4 entries)

Category Or ItemCategoryOrItemBook ValueBookValueEOYFMVEOYFMV
ROCKEFELLER GLOBAL EQUITY FUND968357111598926
THE BALTIMORE FUND, LLC4910258904
SMITH BARNEY - MONEY FUNDS26850592685059
BLACKSTONE PARTNERS FUND, LTD47568165236665

Land Etc Schedule2 LandEtcSchedule2

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategory
Amount$2,584Amount
Net Investment Income2584NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionCOMPUTER SOFTWAREDescription
BOY Book Value7094BOYBookValue
EOY Book Value2615EOYBookValue
EOYFMV2615EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (8 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
PORTFOLIO DEDUCTIONS FROM K-1S18860918860900
EDUCATION5540005540
BANK FEES444400
POSTAGE AND DELIVERY42800428
MEMBERSHIP DUES110650011065
OFFICE SUPPLIES37000370
TELEPHONE25700257
OTHER ADMINISTRATIVE EXPENSES3955003957

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionFrom K-1 Invesments - Other PortfolioDescription
Revenue And Expenses Per Books171RevenueAndExpensesPerBooks
Net Investment Income171NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PD FROM K-1SCategory
Amount$25,138Amount
Net Investment Income25138NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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