THE ALVIN AND FANNY B THALHEIMER: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE ALVIN AND FANNY B THALHEIMER (EIN 52-6038383)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-10-19
- IRS object ID
- 201112929349100501
- Schema version
- 2010v3.4
- 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
- Amortization Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-10-19T13:00:42-04:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526038383 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Alvin and Fanny Blaustein Thalheimer | BusinessNameLine1 |
| Business Name Line2 | Foundation Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALVI | NameControl |
| Phone | 4104157600 | Phone |
US Address USAddress
| 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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIET A EURICH | Name |
| Title | Executive Director | Title |
| Date Signed | 2011-10-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3027371205 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 21351260 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 303000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 232163 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 232163 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 622544 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 622544 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 622544 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 17491 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | -2281 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 0 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 1155426 | TotalRevenueAndExpenses |
| Total Net Investment Income | 854707 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 17491 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Legal Fees Rev And Expnss | 1291 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 1291 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 21264 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 21264 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 4479 | DeprecAndDepletionRevAndExpnss |
| Other Expenses Rev And Expnss | 187302 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 172508 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 14067 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 214336 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 195063 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 14067 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1289000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1289000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1503336 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 195063 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1303067 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -347910 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 659644 | NetInvestmentIncome |
| Adjusted Net Income | 17491 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 300477 | CashBOY |
| Cash EOY | 73999 | CashEOY |
| Cash EOYFMV | 73999 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 77504 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 77510 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 77510 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 18191569 | InvestmentsOtherBOY |
| Investments Other EOY | 18074610 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 21192657 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 11573 | OtherAssetsBOY |
| Other Assets EOY | 7094 | OtherAssetsEOY |
| Other Assets EOYFMV | 7094 | OtherAssetsEOYFMV |
| Total Assets BOY | 18581123 | TotalAssetsBOY |
| Total Assets EOY | 18233213 | TotalAssetsEOY |
| Total Assets EOYFMV | 21351260 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 18581123 | RetainedEarningsBOY |
| Retained Earnings EOY | 18233213 | RetainedEarningsEOY |
| Total Net Assets BOY | 18581123 | TotalNetAssetsBOY |
| Total Net Assets EOY | 18233213 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 18581123 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 18233213 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 18581123 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -347910 | ExcessOfRevenueOverExpenses |
| Subtotal | 18233213 | Subtotal |
| Total Net Assets Fund Balances EOY | 18233213 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired | Date SoldDateSold |
|---|---|---|---|---|---|---|
| FROM K-1'S - SHORT TERM GAIN | P | 17441 | 17441 | 17441 | ||
| FROM K-1'S - LONG TERM GAIN | P | 575979 | 575979 | 575979 | ||
| FROM K-1 - LONG TERM GAIN (NONPORTFOLIO) | P | 29074 | 29074 | 29074 | ||
| WESTERN ASSET US TREASURY RESERVES | P | 50 | 50 | 50 | 2010-06-25 | 2010-06-25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 622544 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 17491 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1395981 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 18576553 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.075147 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2749770 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 23689386 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.116076 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 926057 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 29402004 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.031496 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1234269 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 27577782 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.044756 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1150500 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 25567511 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.044999 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.312474 | TotalDistributionRatio |
| Average Distribution Ratio | 0.062495 | AverageDistributionRatio |
| Net Noncharitable Assets | 20101123 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1256220 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 6596 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1262816 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1303067 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 6596 | InvestmentIncomeExciseTax |
| Subtotal | 6596 | Subtotal |
| Tax Based On Investment Income | 6596 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 51870 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 51870 | TotalCreditsAndPayments |
| Overpayment | 45274 | Overpayment |
| Amount Credited To Next Year | 45274 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MD | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | www.thalheimerfoundation.org | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIET A EURICH EXECUTIVE DIR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4104157660 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6225 SMITH AVE B-100 | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | true | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | true | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| Louis B Thalheimer | ||||||||
| 6225 Smith Avenue Suite B 100 | Baltimore | MD | 21209 | President / Trustee | 1.0 | 0 | 0 | 0 |
| Marjorie T Coleman | ||||||||
| 6225 Smith Avenue Suite B 100 | Baltimore | MD | 21209 | Vice President / Trustee | 1.0 | 0 | 0 | 0 |
| Juliet A Eurich | ||||||||
| 6225 Smith Avenue Suite B 100 | Baltimore | MD | 21209 | Executive Director | 30.0 | 0 | 0 | 0 |
| Monica Rovecamp | ||||||||
| 6225 Smith Avenue Suite B 100 | Baltimore | MD | 21209 | Secretary | 1.0 | 0 | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 16192226 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 4215005 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 20407231 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 20407231 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 306108 | CashDeemedCharitable |
| Net Noncharitable Assets | 20101123 | NetNoncharitableAssets |
| Minimum Investment Return | 1005056 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1005056 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 6596 | TaxBasedOnInvestmentIncome |
| Total Tax | 6596 | TotalTax |
| Distributable Amount Before Adj | 998460 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 998460 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 998460 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1303067 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 1303067 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 6596 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1296471 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 998460 | DistributableAmountAsAdjusted |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year2 | 1577967 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 468950 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2046917 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1303067 | QualifyingDistributions |
| Applied To Current Year | 998460 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 304607 | RemainingDistriFromCorpus |
| Total Corpus | 2351524 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 2351524 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 1577967 | ExcessFromYear2 |
| Excess From Year1 | 468950 | ExcessFromYear1 |
| Excess From Current Year | 304607 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Executive Director | RecipientName |
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 Number | 4104157660 | RecipientPhoneNumber |
| Form And Info And Materials | BY LETTER | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | THE FOUNDATION DOES NOT MAKE GRANTS OR GIFTS TO INDIVIDUALS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (48 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ACTION GREENSBORO | ||||||||
| 317 SOUTH ELM STREET | GREENSBORO | NC | 27401 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $22,500 | |
| ADVOCATES FOR CHILDREN AND YOUTH | ||||||||
| 8 MARKET PLACE 5TH FLOOR | BALTIMORE | MD | 21202 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $7,500 | |
| AMERICAN CIVIL LIBERTIES UNION OF MD FOUNDATION | ||||||||
| 3600 CLIPPER MILL ROAD SUITE 350 | BALTIMORE | MD | 21211 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $25,000 | |
| ART ON PURPOSE | ||||||||
| PO BOX 19909 | BALTIMORE | MD | 21211 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $10,000 | |
| THE ASSOC JEWISH COMM FEDERATION OF BALTIMORE | ||||||||
| 101 WEST MOUNT ROYAL AVENUE | BALTIMORE | MD | 212015781 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $50,000 | |
| THE BALTIMORE MUSEUM OF ART | ||||||||
| 10 ART MUSEUM DRIVE | BALTIMORE | MD | 21218 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $240,000 | |
| BALTIMORE READS INC | ||||||||
| 31 SOUTH CALVERT STREET 4TH FLOOR | BALTIMORE | MD | 21202 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $7,000 | |
| BELL FOUNDATION INC | ||||||||
| 60 CLAYTON STREET | DORCHESTER | MA | 02122 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $15,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| 33 EAST 33RD STREET 7TH FLOOR | NEW YORK | NY | 10016 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $5,000 | |
| BON SECOURS OF MARYLAND FOUNDATION | ||||||||
| 26 NORTH FULTON AVENUE | BALTIMORE | MD | 21223 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $10,000 | |
| BOTTOMLESS CLOSET | ||||||||
| 15 PENN PLAZA B LEVEL SUITE 40 | NEW YORK | NY | 10001 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $7,500 | |
| BROOKLYN BRIDGE PARK CONSERVANCY INC | ||||||||
| 334 FURMAN STREET | BROOKLYN | NY | 11201 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $5,000 | |
| BUILDING EXCELLENT SCHOOLS | ||||||||
| 262 WASHINGTON STREET 7TH FLOOR | BOSTON | MA | 02108 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $5,000 | |
| BUILDING STEPS | ||||||||
| PO BOX 1393 | BROOKLANDVILLE | MD | 210221393 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $30,000 | |
| CASA de MARYLAND INC | ||||||||
| 8151 15TH AVENUE | HYATTSVILLE | MD | 20783 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $30,000 | |
| CENTER FOR URBAN FAMILIES | ||||||||
| 2201 NORTH MONROE STREET | BALTIMORE | MD | 21217 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $20,000 | |
| CREATIVE ALLIANCE | ||||||||
| THE PATTERSON | BALTIMORE | MD | 21224 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $5,000 | 3134 EASTERN AVENUE |
| FACING HISTORY AND OURSELVES | ||||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $2,500 | |
| FJC | ||||||||
| 520 EIGHTH AVENUE 20TH FLOOR | NEW YORK | NY | 10018 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $20,000 | |
| THE FRESH AIR FUND | ||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $5,000 | |
| FRANCISCAN CENTER | ||||||||
| 101 WEST 23RD STREET | BALTIMORE | MD | 21218 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $10,000 | |
| FUND FOR EDUCATIONAL EXCELLENCE | ||||||||
| 12 WEST MADISON | BALTIMORE | MD | 21201 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $107,000 | SECOND FLOOR |
| HEALTH CARE FOR THE HOMELESS INC | ||||||||
| 421 FALLSWAY | BALTIMORE | MD | 21202 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $40,000 | |
| THE HEARING AND SPEECH AGENCY | ||||||||
| 5900 METRO DRIVE | BALTIMORE | MD | 21215 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $10,000 | |
| HIGHER ACHIEVEMENT BALTIMORE | ||||||||
| 1701 K STREET SUITE 1000 | WASHINGTON | DC | 20006 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $20,000 | |
| HILLEL-THE FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||||
| ARTHUR AND ROCHELLE BELFER BUILDING | WASHINGTON | DC | 200013724 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $50,000 | 800 EIGHTH STREET NW |
| THE INGENUITY PROJECT INC | ||||||||
| BALTIMORE POLYTECHNIC INSTITUTE | BALTIMORE | MD | 21209 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $15,000 | 1400 WEST COLD SPRING LANE |
| THE INNOCENCE PROJECT | ||||||||
| 40 WOTH STREET SUITE 701 | NEW YORK | NY | 10013 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $5,000 | |
| JEWISH TELEGRAPHIC AGENCY INC | ||||||||
| 330 SEVENTH AVENUE 17TH FLOOR | NEW YORK | NY | 10001 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $10,000 | |
| JOB OPPORTUNITIES TASK FORCE INC | ||||||||
| 111 WATER STREET SUITE 201 | BALTIMORE | MD | 21202 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $25,000 | |
| KENNEDY KRIEGER INSTITUTE | ||||||||
| 707 NORTH BROADWAY | BALTIMORE | MD | 21205 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $15,000 | |
| MEDECINS SANS FRONTIERES USA INC | ||||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 100015004 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $10,000 | |
| MT WASHINGTON PEDIATRIC HOSPITAL | ||||||||
| 1708 WEST ROGERS AVENUE | BALTIMORE | MD | 212094596 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $10,000 | |
| NEW LEADERS FOR NEW SCHOOLS | ||||||||
| 1 EAST MOUNT ROYAL STREET 2ND FLOO | BALTIMORE | MD | 21202 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $50,000 | |
| PEN AMERICAN CENTER INC | ||||||||
| 588 BROADWAY SUITE 303 | NEW YORK | NY | 10012 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $10,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $10,000 | |
| PROJECT KESHER | ||||||||
| 2144 ASHLAND AVENUE SUITE 3 | EVANSTON | IL | 60201 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $20,000 | |
| THE RANGELEY LAKES HERITAGE TRUST | ||||||||
| PO BOX 249 | OQUOSSOC | ME | 049647311 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $10,000 | |
| THE REPERTORIO ESPANOL | ||||||||
| 138 EAST 27TH STREET | NEW YORK | NY | 10016 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $7,500 | |
| SCHECHTER INSTITUTE OF JEWISH STUDIES | ||||||||
| BOX 3566 | PHILADELPHIA | PA | 191783566 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $40,000 | PO BOX 8500 |
| SHEPHERD'S CLINIC | ||||||||
| 2800 KIRK AVENUE | BALTIMORE | MD | 21218 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $20,000 | |
| STRUCTURED EMPLOYMENT ECONOMIC DEVELOPMENT CORP | ||||||||
| 915 BROADWAY 17TH FLOOR | NEW YORK | NY | 10010 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $20,000 | |
| TEACH FOR AMERICA INC | ||||||||
| 2601 NORTH HOWARD STREET SUITE 300 | BALTIMORE | MD | 212184666 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $25,000 | |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 200242126 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $15,000 | |
| UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION | ||||||||
| 620 WEST LEXINGTON STREET | BALTIMORE | MD | 212011508 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $25,000 | |
| UNIVERSITY OF MARYLAND MEDICAL SYSTEM FOUNDATION | ||||||||
| 110 SOUTH PACA STREET 9TH FLOOR | BALTIMORE | MD | 21201 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $30,000 | |
| URBAN TEACHER CENTER | ||||||||
| 12 W MADISON STREET 2ND FLOOR | BALTIMORE | MD | 21201 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $20,000 | |
| WORLD UNION FOR PROGRESSIVE JUDAISM LTD | ||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 100176778 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $137,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1289000 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION OF MD | ||||||||
| 3600 CLIPPER MILL ROAD SUITE 350 | BALTIMORE | MD | 21211 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $20,000 | |
| THE BALTIMORE MUSEUM OF ART | ||||||||
| 10 ART MUSEUM DRIVE | BALTIMORE | MD | 212183898 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $160,000 | |
| BELL FOUNDATION INC | ||||||||
| 60 CLAYTON STREET | DORCHESTER | MA | 02122 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $15,000 | |
| BUILDING STEPS | ||||||||
| PO BOX 1393 | BROOKLANDVILLE | MD | 210221393 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $25,000 | |
| CENTER FOR URBAN FAMILIES | ||||||||
| 2201 N MONROE STREET | BALTIMORE | MD | 21217 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $20,000 | |
| HEALTH CARE FOR THE HOMELESS INC | ||||||||
| 421 FALLSWAY | BALTIMORE | MD | 21202 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $40,000 | |
| HEARING AND SPEECH AGENCY OF METRO | ||||||||
| 5900 METRO DRIVE | BALTIMORE | MD | 21215 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $10,000 | |
| HIGHER ACHIEVEMENT BALTIMORE | ||||||||
| 1701 K STREET SUITE 1000 | WASHINGTON | DC | 20006 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $20,000 | |
| HILLEL-THE FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||||
| ARTHUR AND ROCHELLE BELFER BUILDING | WASHINGTON | DC | 200013724 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $100,000 | 800 EIGHTH STREET NW |
| JEWISH TELEGRAPHIC AGENCY | ||||||||
| 330 SEVENTH AVENUE 17TH FLOOR | NEW YORK | NY | 10001 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $10,000 | |
| JOB OPPORTUNITIES TASK FORCE | ||||||||
| 111 WATER STREET SUITE 201 | BALTIMORE | MD | 21202 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $40,000 | |
| KENNEDY KRIEGER INSTITUTE INC | ||||||||
| 707 NORTH BROADWAY | BALTIMORE | MD | 21205 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $15,000 | |
| MT WASHINGTON PEDIATRIC HOSPITAL | ||||||||
| 1708 WEST ROGERS AVENUE | BALTIMORE | MD | 212094596 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $10,000 | |
| NEW LEADERS FOR NEW SCHOOLS | ||||||||
| 1 EAST MOUNT ROYAL STREET 2ND FLOOR | BALTIMORE | MD | 21202 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $30,000 | |
| THE SCHECHTER INSTITUTES INC | ||||||||
| BOX3566 | PHILADELPHIA | PA | 191783566 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $50,000 | PO BOX 8500 |
| SHEPHERD'S CLINIC | ||||||||
| 2800 KIRK AVENUE | BALTIMORE | MD | 21218 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $20,000 | |
| URBAN TEACHER CENTER | ||||||||
| 12 W MADISON 2ND FLOOR | BALTIMORE | MD | 21201 | NONE | EXEMPT | UNRESTRICTED GIFT FOR CHARITABLE PURPOSES | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 605000 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $232,163 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $620,263 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $852,426 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 852426 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | LORD BALTIMORE CAPITAL CORPORATION | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 303000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
Amortization Schedule AmortizationSchedule
Amortization Amortization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Amortized Expenses | COMPUTER SOFTWARE | DescriptionOfAmortizedExpenses |
| Date Acquired Completed Expended | 2007-07-17 | DateAcquiredCompletedExpended |
| Amount Amortized | 22397 | AmountAmortized |
| Deduction For Prior Years | 10824 | DeductionForPriorYears |
| Amortization Period | 5.0 | AmortizationPeriod |
| Current Year Amortization | 4479 | CurrentYearAmortization |
| Total Amount Of Amortization | 15303 | TotalAmountOfAmortization |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|
| ROCKEFELLER GLOBAL EQUITY FUND | 9612647 | 12316162 |
| THE BALTIMORE FUND, LLC | 154170 | 92407 |
| SMITH BARNEY - MONEY FUNDS | 3484485 | 3484485 |
| BLACKSTONE PARTNERS FUND, LTD | 4823308 | 5299603 |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $1,291 | Amount |
| Net Investment Income | 1291 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COMPUTER SOFTWARE | Description |
| BOY Book Value | 11573 | BOYBookValue |
| EOY Book Value | 7094 | EOYBookValue |
| EOYFMV | 7094 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| PORTFOLIO DEDUCTIONS FROM K-1S | 172235 | 172235 | 0 | 0 |
| ADMINISTRATIVE FEES - OFFICE | 3987 | 0 | 0 | 3987 |
| BANK FEES | 120 | 120 | 0 | 0 |
| OFFICE EXPENSE AND MISC. | 1580 | 0 | 0 | 1580 |
| MEMBERSHIP DUES | 8500 | 0 | 0 | 8500 |
| SECTION 1231 LOSS (FROM K-1) | 153 | 153 | 0 | 0 |
| BUSINESS INCOME FROM K-1S | 727 | 0 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | From K-1 Invesments - Other Portfolio | Description |
| Revenue And Expenses Per Books | -2281 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PD FROM K-1S | Category |
| Amount | $21,264 | Amount |
| Net Investment Income | 21264 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments