The John C And Chara C Haas Charitable Trust in Wayne, Pennsylvania (PA)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Pennsylvania
| The John C And Chara C Haas Charitable Trust | |
| Employer Identification Number (EIN) | 232587109 |
| Name of Organization | The John C And Chara C Haas Charitable Trust |
| In Care of Name | Bki Ltd |
| Address | 125 Strafford Ave Ste 116, Wayne, PA 19087-3335 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1990 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 06/2012 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $12,154,003 |
| Amount of Income | $4,476,789 |
| Form 990 Revenue Amount | $2,422,026 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $2,422,026 | $2,417,726 | $1,115,301 | |
| Contributions, gifts, grants, etc., received | $4,300 | |||
| Interest on savings and temporary cash investments | $11,752 | |||
| Dividends and interest from securities | $561,983 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1,843,991 | |||
| Total expenses and disbursements | $4,750,131 | $125,131 | $0 | $4,625,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $125,131 | $125,131 | $0 | |
| Contributions, gifts, grants paid | $4,625,000 | |||
| Excess of revenue over expenses and disbursements | $-2,328,105 | |||
| Net investment income | $2,292,595 | |||
| Adjusted net income | $1,115,301 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $29,289,234 | $31,384,054 |
| Cash - non-interest-bearing | $4,865 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $8,771,380 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $975,692 | |
| Other | $19,537,297 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $29,289,234 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $1,843,991 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $22,926 |
| Total credits and payments | $34,072 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $4,972 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $29,100 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $447 |
| Overpayment | $10,699 |
| Amount to be credited to 2012 estimated tax | $10,699 |
| Statements Regarding Activities (for 2011) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | Yes |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $31,915,464 |
| Net value of noncharitable-use assets | $31,436,740 |
| Minimum investment return | $1,571,837 |
| Distributable Amount (for 2011) | |
| Distributable amount | $1,548,911 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $1,548,911 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Pennsylvania | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | The Institute For Christian Healing | 1503 Hulnick Road, Coatesville, PA 19320 | PA | 1976-11 | $0 |
| 2 | The International Wine & Food Society-Philadelphia Chapter | 1726 Delancey St, Philadelphia, PA 19103-6715 | PA | 2004-01 | $61,147 |
| 3 | The Inverso-Baglivo Foundation | 824 Hood Rd, Swarthmore, PA 19081-2814 | PA | 1995-12 | $10,000 |
| 4 | The Irish Club Of Monroeville | 2800 Broadway Blvd, Monroeville, PA 15146-4604 | PA | 1996-07 | $196,365 |
| 5 | The Irwin Sportsmans Association, Fisher Cheryl | PO BOX 225, Irwin, PA 15642-0225 | PA | 1995-01 | $25,482 |
| 6 | The J Donald Carpenter Foundation, Masland Isabel M John C Ttee Et Al | 21 Cumberland Rd, Lemoyne, PA 17043-1616 | PA | 1997-06 | $88,966 |
| 7 | The Jacob Fend Foundation | PO BOX 966, Johnstown, PA 15907-0966 | PA | 1981-04 | $35,533 |
| 8 | The Joan And Bernard Spain Foundation, Spain Joan & Bernard Ttees | 233 S 6th St Apt 2505, Philadelphia, PA 19106-3757 | PA | 2001-12 | $1,621,457 |
| 9 | The John A Johnson & Wilhelmina S Johnson Foundation Inc | 5150 Hoffmansville Rd, Orefield, PA 18069-2340 | PA | 1978-07 | $64,542 |
| 10 | The John And Helen Villaume Foundation | C/O Wayne Bank 717 Main Street, Honesdale, PA 18431 | PA | 2000-11 | $178,688 |
| 11 | The John C And Chara C Haas Charitable Trust | 125 Strafford Ave Ste 116, Wayne, PA 19087-3335 | PA | 1990-01 | $4,476,789 |
| 12 | The John Henry Newman Foundation | 264 N Radnor Chester Rd, Radnor, PA 19087-5113 | PA | 2009-03 | $40,565 |
| 13 | The John K & Elizabeth W Knorr Charitable Foundation | 1650 Market St Ste 1200, Philadelphia, PA 19103-7311 | PA | 1997-07 | $84,155 |
| 14 | The John Kelly Foundation | C/O Kreischer Miller 100 Witmer, Horsham, PA 19044 | PA | 1986-05 | $1 |
| 15 | The Joseph P Chiaradio Memorial Scholarship Fund | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 2000-03 | $6,603 |
| 16 | The Julian A And Lois G Brodsky Foundation | 1701 John F Kennedy Blvd 52nd Fl, Philadelphia, PA 19103-2838 | PA | 1995-01 | $5,349,508 |
| 17 | The Keys Montessori School Inc | 695 School St, Indiana, PA 15701-3076 | PA | 1980-07 | $140,547 |
| 18 | The Kff-2 Foundation | PO BOX 736, Ft Washington, PA 19034-0736 | PA | 2009-03 | $110,014 |
| 19 | The King Foundation | 1180 Long Run Rd Ste A, Mckeesport, PA 15131-2037 | PA | 1995-09 | $1 |
| 20 | The King Of Prussia Rotary Club Charitable Foundation Inc | 651 S Gulph Rd, Kng Of Prussa, PA 19406-3704 | PA | 1992-01 | $46,598 |
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