Charles G Thalhimer And Family Foundation

Charles G Thalhimer And Family

Richmond, VA
Tax-exempt since Jan. 1957
EIN: 54-6047108

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$319k (2024)

Expenses

$179k (2024)

Total Assets

$2.66M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Oct.
2024

Revenue

$318,813

Expenses

$178,763

Net Income

$140,050

Net Assets

$2,663,110

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$105,598	33.1%
Dividends	$0
Sales of Assets	$212,935	66.8%
Other Income	$280	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$151,055	84.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,663,110
Total Liabilities	$0
Net Assets	$2,663,110

Compensation

Key Employees and Officers	Compensation	Other
Harry R Thalhimer (President & Treasurer)	$0	$0
Marcia H Thalhimer (Vice President & Secretary)	$0	$0
Andrew M Thalhimer (Director)	$0	$0
Charles G Thalhimer Iii (Director)	$0	$0
Michael H Thalhimer (Director)	$0	$0

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990-PF

Filed on March 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Oct.
2023

Revenue

$207,235

Expenses

$189,513

Net Income

$17,722

Net Assets

$2,523,060

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$30,628	14.8%
Dividends	$60,895	29.4%
Sales of Assets	$115,712	55.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$173,309	91.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,523,060
Total Liabilities	$0
Net Assets	$2,523,060

Compensation

Key Employees and Officers	Compensation	Other
Harry R Thalhimer (President & Treasurer)	$0	$0
Marcia H Thalhimer (Vice President & Secretary)	$0	$0
Andrew M Thalhimer (Director)	$0	$0
Charles G Thalhimer Iii (Director)	$0	$0
Michael H Thalhimer (Director)	$0	$0

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990-PF

Filed on June 24, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Oct.
2022

Revenue

$200,688

Expenses

$139,329

Net Income

$61,359

Net Assets

$2,505,338

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$53,963	26.9%
Dividends	$54,054	26.9%
Sales of Assets	$92,242	46.0%
Other Income	$429	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$129,562	93.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,505,338
Total Liabilities	$0
Net Assets	$2,505,338

Compensation

Key Employees and Officers	Compensation	Other
Harry R Thalhimer (President & Treasurer)	$0	$0
Marcia Hthalhimer (Vice President & Secretary)	$0	$0
Andrew M Thalhimer (Director)	$0	$0
Charles G Thalhimer Iii (Director)	$0	$0
Michael H Thalhimer (Director)	$0	$0

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990-PF

Filed on July 18, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2021

Revenue

$119,423

Expenses

$168,562

Net Income

-$49,139

Net Assets

$2,436,438

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20,251	17.0%
Dividends	$40,941	34.3%
Sales of Assets	$58,126	48.7%
Other Income	$105	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$143,750	85.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,436,438
Total Liabilities	$0
Net Assets	$2,436,438

Compensation

Key Employees and Officers	Compensation	Other
Harry R Thalhimer (President & Treasurer)	$0	$0
Marcia Hthalhimer (Vice President & Secretary)	$0	$0
Andrew M Thalhimer (Director)	$0	$0
Charles G Thalhimer Iii (Director)	$0	$0
Michael H Thalhimer (Director)	$0	$0

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990-PF

Filed on May 3, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Oct.
2020

Revenue

$78,581

Expenses

$123,916

Net Income

-$45,335

Net Assets

$2,527,352

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23,296	29.6%
Dividends	$43,777	55.7%
Sales of Assets	$11,508	14.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,500	81.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,527,353
Total Liabilities	$1
Net Assets	$2,527,352

Compensation

Key Employees and Officers	Compensation	Other
Harry R Thalhimer (President & Treasurer)	$0	$0
Marcia Hthalhimer (Vice President & Secretary)	$0	$0
Andrew M Thalhimer (Director)	$0	$0
Charles G Thalhimer Iii (Director)	$0	$0
Michael H Thalhimer (Director)	$0	$0

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990-PF

Filed on May 6, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Oct.
2019

Revenue

$151,709

Expenses

$180,255

Net Income

-$28,546

Net Assets

$2,586,042

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$26,558	17.5%
Dividends	$47,345	31.2%
Sales of Assets	$77,806	51.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$157,923	87.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,586,043
Total Liabilities	$1
Net Assets	$2,586,042

Compensation

Key Employees and Officers	Compensation	Other
Harry R Thalhimer (President & Treasurer)	$0	$0
Marcia Hthalhimer (Vice President & Secretary)	$0	$0
Andrew M Thalhimer (Director)	$0	$0
Charles G Thalhimer Iii (Director)	$0	$0
Michael H Thalhimer (Director)	$0	$0

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990-PF

Filed on March 5, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2018

Revenue

$80,910

Expenses

$167,474

Net Income

-$86,564

Net Assets

$2,614,589

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27,652	34.2%
Dividends	$44,209	54.6%
Sales of Assets	$9,025	11.2%
Other Income	$24	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,000	83.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,614,589
Total Liabilities	$0
Net Assets	$2,614,589

Compensation

Key Employees and Officers	Compensation	Other
Harry R Thalhimer (President & Treasurer)	$0	$0
Marcia Hthalhimer (Vice President & Secretary)	$0	$0
Andrew M Thalhimer (Director)	$0	$0
Charles G Thalhimer Iii (Director)	$0	$0
Michael H Thalhimer (Director)	$0	$0

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990-PF

Filed on March 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2017

Revenue

$276,256

Expenses

$178,289

Net Income

$97,967

Net Assets

$2,701,153

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$156,356	56.6%
Interest Revenue	$679	0.2%
Dividends	$75,537	27.3%
Sales of Assets	$40,228	14.6%
Other Income	$3,456	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$149,500	83.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,701,153
Total Liabilities	$0
Net Assets	$2,701,153

Compensation

Key Employees and Officers	Compensation	Other
Harry R Thalhimer (President & Treasurer)	$0	$0
Marcia Hthalhimer (Vie President & Secretaty)	$0	$0
Andrew M Thalhimer (Director)	$0	$0
Charles G Thalhimer Iii (Director)	$0	$0
Michael H Thalhimer (Director)	$0	$0

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990-PF

Filed on March 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2016

Revenue

$120,639

Expenses

$167,094

Net Income

-$46,455

Net Assets

$2,603,186

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$341	0.3%
Dividends	$82,813	68.6%
Sales of Assets	$37,485	31.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$151,082	90.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,603,186
Total Liabilities	$0
Net Assets	$2,603,186

Compensation

Key Employees and Officers	Compensation	Other
Harry R Thalhimer (President & Treasurer)	$0	$0
Marcia H Thalhimer (Vice President & Secretary)	$0	$0
Andrew M Thalhimer (Director)	$0	$0
Charles G Thalhimer Iii (Director)	$0	$0
Michael H Thalihimer (Director)	$0	$0

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990-PF

Filed on March 9, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2015

Revenue

$215,960

Expenses

$148,713

Net Income

$67,247

Net Assets

$2,649,641

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$28	0.0%
Dividends	$82,484	38.2%
Sales of Assets	$133,425	61.8%
Other Income	$23	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,505	84.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,649,641
Total Liabilities	$0
Net Assets	$2,649,641

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2014

Revenue

$263,517

Expenses

$125,717

Net Income

$137,800

Net Assets

$2,582,394

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,000	7.6%
Interest Revenue	$30	0.0%
Dividends	$69,495	26.4%
Sales of Assets	$173,992	66.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$106,025	84.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,582,394
Total Liabilities	$0
Net Assets	$2,582,394

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2013

Revenue

$293,525

Expenses

$159,392

Net Income

$134,133

Net Assets

$2,444,594

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,000	8.5%
Interest Revenue	$19	0.0%
Dividends	$70,446	24.0%
Sales of Assets	$198,060	67.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$144,725	90.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,444,594
Total Liabilities	$0
Net Assets	$2,444,594

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2012

Revenue

$122,274

Expenses

$88,556

Net Income

$33,718

Net Assets

$2,310,461

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$31	0.0%
Dividends	$73,515	60.1%
Sales of Assets	$48,728	39.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,236	80.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,310,461
Total Liabilities	$0
Net Assets	$2,310,461

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2011

Revenue

$120,550

Expenses

$83,208

Net Income

$37,342

Net Assets

$2,276,743

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$63	0.1%
Dividends	$72,072	59.8%
Sales of Assets	$48,415	40.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,966	80.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,276,743
Total Liabilities	$0
Net Assets	$2,276,743

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Charles G Thalhimer And Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $319k (2024)

Expenses $179k (2024)

Total Assets $2.66M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Oct. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2012

Extracted Financial Data

Revenue

$319k (2024)

Expenses

$179k (2024)

Total Assets

$2.66M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Oct.
2024

Fiscal Year Ending Oct.
2023

Fiscal Year Ending Oct.
2022

Fiscal Year Ending Oct.
2021

Fiscal Year Ending Oct.
2020

Fiscal Year Ending Oct.
2019

Fiscal Year Ending Oct.
2018

Fiscal Year Ending Oct.
2017

Fiscal Year Ending Oct.
2016

Fiscal Year Ending Oct.
2015

Fiscal Year Ending Oct.
2014

Fiscal Year Ending Oct.
2013

Fiscal Year Ending Oct.
2012

Fiscal Year Ending Oct.
2011

Fiscal Year Ending Oct.
2010

Fiscal Year Ending Oct.
2009

Fiscal Year Ending Oct.
2008

Fiscal Year Ending Oct.
2007

Fiscal Year Ending Oct.
2006

Fiscal Year Ending Oct.
2005

Fiscal Year Ending Oct.
2004

Fiscal Year Ending Oct.
2003

Fiscal Year Ending Oct.
2002

Fiscal Year Ending Oct.
2001