Harbaugh-Thomas Foundation in Biglerville, 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
- Organizations performing similar types of work
| Harbaugh-Thomas Foundation | |
| Employer Identification Number (EIN) | 232961961 |
| Name of Organization | Harbaugh-Thomas Foundation |
| Address | 59 W York Street, Biglerville, PA 17307 |
| Activities | Library |
| Subsection | Charitable Organization |
| Ruling Date | 06/1998 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 04/2012 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $3,456,781 |
| Amount of Income | $168,920 |
| Form 990 Revenue Amount | $44,803 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2012: $168,920 (it was $368,285 in 2011)
| Harbaugh-Thomas Foundation: | $168,920 |
| Other organizations performing similar types of work: | $120,160 |
Assets in 2012: $3,456,781 (it was $3,542,546 in 2011)
| Harbaugh-Thomas Foundation: | $3,456,781 |
| Other organizations performing similar types of work: | $450,518 |
Expenses in 2012: $134,522
| Harbaugh-Thomas Foundation: | $134,522 |
| Other organizations performing similar types of work: | $61,287 |
Income to expenses ratio in 2012: 1.3
| This organization: | 1.3 |
| Other organizations performing similar types of work: | 7.3 |
Grants share in income in 2012: 0.0%
| Harbaugh-Thomas Foundation: | 0.0% |
| Other organizations performing similar types of work: | 8.9% |
Revenue for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $48,757 | $45,113 | $45,113 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $22,205 | |||
| Dividends and interest from securities | $22,908 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $4,787 | |||
| Total expenses and disbursements | $134,522 | $11,354 | $11,354 | $34,984 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $134,522 | $11,354 | $34,984 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $-85,765 | |||
| Net investment income | $33,759 | |||
| Adjusted net income | $33,759 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,456,781 | $3,877,312 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $215,468 | |
| Investments-corporate stock | $532,407 | |
| Investments-corporate bonds | $156,618 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $253,393 | |
| Other | $2,298,895 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $3,456,781 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-1,143 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $675 |
| Total credits and payments | $1,000 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,000 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $3 |
| Tax due | $0 |
| Overpayment | $322 |
| Amount to be credited to 2013 estimated tax | $322 |
| Statements Regarding Activities (for 2012) | |
| 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? | No |
| 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 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| 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 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | 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 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $1,305,190 |
| Net value of noncharitable-use assets | $1,285,620 |
| Minimum investment return | $64,281 |
| Distributable Amount (for 2012) | |
| Distributable amount | $63,606 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $63,606 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | The S Dale High Family Foundation | PO BOX 10008, Lancaster, PA 17605-0008 | PA | 1981-05 | $8,283,084 |
| 2 | The Ruth Danley And William Enoch Moore Fund | C/O Pnc Bank 620 Liberty Avenue No, Pittsburgh, PA 15222 | PA | 1995-08 | $7,625,356 |
| 3 | The Cotswold Foundation, Morris I Wistar Iii & Martha Ttees | 234 Broughton Ln, Villanova, PA 19085-1914 | PA | 1995-01 | $6,788,074 |
| 4 | Raymond And Ruth Perelman Judaica Foundation | 1 Bala Ave Ste 310, Bala Cynwyd, PA 19004-3210 | PA | 1995-10 | $6,520,000 |
| 5 | Raymond & Ruth Perelman Education Foundation | 1 Bala Ave Ste 310, Bala Cynwyd, PA 19004 | PA | 1995-10 | $5,763,000 |
| 6 | Stanley & Agnes Mckie Private Foundation Tr | Pnc Bank 620 Liberty Ave No 10thfl, Pittsburgh, PA 15222 | PA | 1998-09 | $4,457,280 |
| 7 | Wheeler Family Charitable Foundation | PO BOX 466, Somerset, PA 15501-0466 | PA | 1998-01 | $3,114,986 |
| 8 | The David S And Karen A Shapira Foundation | 310 Grant St Ste 715, Pittsburgh, PA 15219-2228 | PA | 1998-11 | $3,009,905 |
| 9 | William M & Jean D Hauber Trust, Hauber Jean D & Gregory A Etal Ttee | 401 Liberty Ave Fl 22, Pittsburgh, PA 15222-1005 | PA | 1997-07 | $2,463,052 |
| 10 | Richard H Donnell Foundation | PO BOX 1340, Mcmurray, PA 15317-4340 | PA | 1997-07 | $2,390,677 |
| 11 | Waldo Trust 496640 | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1997-12 | $2,200,392 |
| 12 | Sunshine Foundation | 1041 Millcreek Dr, Feasterville, PA 19053-7320 | PA | 1977-10 | $1,645,814 |
| 13 | University Of Vermont And State Agricultural College Austin W Lane, And Janet C Lane Scholarship Fund | 620 Liberty Ave, Pittsburgh, PA 15222-2722 | PA | 1996-05 | $1,597,765 |
| 14 | Sea Breeze Foundation | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1997-10 | $1,523,418 |
| 15 | Raymond And Ruth Perelman Community Foundation | 1 Bala Ave Ste 310, Bala Cynwyd, PA 19004-3210 | PA | 1995-10 | $1,304,421 |
| 16 | Ruth P Wightman Charitable Tr | PO BOX 609, Pittsburgh, PA 15230-0609 | PA | 1998-11 | $1,242,953 |
| 17 | Walton Family Foundation Trust, Walton Rachel M Et Al Ttee | PO BOX 185, Pittsburgh, PA 15230-0185 | PA | 1997-07 | $1,049,450 |
| 18 | Richard C Marquardt Family Foundation | PO BOX 26, Waverly, PA 18471-0026 | PA | 1998-07 | $988,907 |
| 19 | The@gt Foundation, Stanley Kenneth Et Al Ttees | PO BOX 305, Kulpsville, PA 19443-0305 | PA | 1998-05 | $980,653 |
| 20 | Richard L Yuengling Jr Charitable Foundation | 110 N 2nd St, Pottsville, PA 17901-2901 | PA | 1995-05 | $919,931 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 5,225 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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