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THALHEIM FAMILY FOUNDATION INC: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
THALHEIM FAMILY FOUNDATION INC (EIN 11-3476785)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-01
IRS object ID
201241229349100004
Schema version
2011v1.2
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)
Timestamp2012-05-01T08:16:55-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN201912193EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ALDERMAN & COMPANY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line190 MERRICK AVENUEAddressLine1
CityEAST MEADOWCity
StateNYState
ZIP Code115541567ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN113476785EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THALHEIM FAMILY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlTHALNameControl
Phone5167944400Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 SE 5TH AVENUE APT 801-SAddressLine1
CityBOCA RATONCity
StateFLState
ZIP Code33432ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDAVID THALHEIMName
TitleOFFICER/DIRECTTitle
Phone5167944400Phone
Date Signed2012-04-30DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMICHAEL W ALDERMANName
PTINP00118759PTIN
Phone5167944400Phone
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 EOY50261FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss7DividendsRevAndExpnss
Dividends Net Invst Incm7DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses7TotalRevenueAndExpenses
Total Net Investment Income7TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Other Expenses Rev And Expnss50OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss50TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss0ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps0ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss50TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps0TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-43ExcessOfRevenueOverExpenses
Net Investment Income7NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY8366CashBOY
Cash EOY8316CashEOY
Cash EOYFMV8316CashEOYFMV
Savings And Temp Cash Invst BOY69952SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY41945SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV41945SavingsAndTempCashInvstEOYFMV
Total Assets BOY78318TotalAssetsBOY
Total Assets EOY50261TotalAssetsEOY
Total Assets EOYFMV50261TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY78318CapitalStockBOY
Capital Stock EOY50261CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY0RetainedEarningsBOY
Retained Earnings EOY0RetainedEarningsEOY
Total Net Assets BOY78318TotalNetAssetsBOY
Total Net Assets EOY50261TotalNetAssetsEOY
Total Liabilities Net Assets BOY78318TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY50261TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY78318TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-43ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal78275Subtotal
Other Decreases28014OtherDecreases
Total Net Assets Fund Balances EOY50261TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year10QualifyingDistributionsYear1
Noncharitable Assets Year177174NoncharitableAssetsYear1
Distribution Ratio Year10.0DistributionRatioYear1
Qualifying Distributions Year254424QualifyingDistributionsYear2
Noncharitable Assets Year2120292NoncharitableAssetsYear2
Distribution Ratio Year20.452432DistributionRatioYear2
Qualifying Distributions Year352287QualifyingDistributionsYear3
Noncharitable Assets Year3130273NoncharitableAssetsYear3
Distribution Ratio Year30.401365DistributionRatioYear3
Qualifying Distributions Year43050QualifyingDistributionsYear4
Noncharitable Assets Year4181484NoncharitableAssetsYear4
Distribution Ratio Year40.016806DistributionRatioYear4
Qualifying Distributions Year552600QualifyingDistributionsYear5
Noncharitable Assets Year5183897NoncharitableAssetsYear5
Distribution Ratio Year50.286030DistributionRatioYear5
Total Distribution Ratio1.156633TotalDistributionRatio
Average Distribution Ratio0.231327AverageDistributionRatio
Net Noncharitable Assets72515NetNoncharitableAssets
Adjusted Noncharitable Assets16775AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One16775AdjNonchrtblAssetsAndOnePct
Qualifying Distributions0QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment339EstTaxPaymentsAndOverpayment
Total Credits And Payments339TotalCreditsAndPayments
Overpayment339Overpayment
Amount Credited To Next Year339AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithNYStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameMICHAEL W ALDERMAN CPABooksInCareOfPersonName
Books In Care Of Phone Number5167944400BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line190 MERRICK AVENUE SUITE 802AddressLine1
CityEAST MEADOWCity
StateNYState
ZIP Code115541567ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

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
JAY THALHEIM
3100 S OCEAN BLVDPALM BEACHFL33480OFFICER/DIRECTOR0.00000
DAVID THALHEIM
500 SE 5TH AVENUE APT 801-SBOCA RATONFL33432OFFICER/DIRECTOR0.00000
NEIL THALHEIM
354 ISLAND AVENUEWOODMERENY11598OFFICER/DIRECTOR0.00000
AMY HANDWERKER
3 VANAD DRIVEEAST HILLSNY11576OFFICER/DIRECTOR0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances73619AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets73619TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets73619AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1104CashDeemedCharitable
Net Noncharitable Assets72515NetNoncharitableAssets
Minimum Investment Return3626MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return3626MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj3626DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded3626DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted3626DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions0ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions0QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions0AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted3626DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year543776ExcessDistriCarryoverYear5
Excess Distri Carryover Year345799ExcessDistriCarryoverYear3
Excess Distri Carryover Year248421ExcessDistriCarryoverYear2
Total Excess Distri Carryover137996TotalExcessDistriCarryover
Qualifying Distributions0QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year0AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus3626ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY3626ExcessDistriCyovAppliedCY
Total Corpus134370TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year540150ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year94220ExcessDistriCyovToNextYear
Excess From Year345799ExcessFromYear3
Excess From Year248421ExcessFromYear2

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerJAY THALHEIMContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected
Tot Grant Or Contri Paid During Year0TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$7ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$7ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA7TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

FieldValueIRS element (for citing)
DescriptionPRIOR PERIOD ADJUSTMENT - SALE OF L.P. INTERESTDescription
Amount$28,014Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionNYS FILING FEEDescription
Revenue And Expenses Per Books50RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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