Holt Family Foundation in Allentown, 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
| Holt Family Foundation | |
| Employer Identification Number (EIN) | 236906143 |
| Name of Organization | Holt Family Foundation |
| Address | 1050 S Cedar Crest Blvd Ste 201, Allentown, PA 18103-5454 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 09/1988 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $4,373,915 |
| Amount of Income | $694,173 |
| Form 990 Revenue Amount | $324,429 |
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 | $324,429 | $155,523 | $0 | |
| Contributions, gifts, grants, etc., received | $180,380 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $155,523 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $276,253 | $36,187 | $0 | $233,523 |
| Compensation of officers, directors, trustees, etc. | $38,880 | |||
| Total operating and administrative expenses | $65,753 | $36,187 | $23,023 | |
| Contributions, gifts, grants paid | $210,500 | |||
| Excess of revenue over expenses and disbursements | $48,176 | |||
| Net investment income | $119,336 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $4,373,915 | $5,135,033 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $4,231,137 | |
| Other | $142,778 | |
| Total liabilities | $887 | |
| Mortgages and other notes payable | $0 | |
| Other | $887 | |
| Total liabilities and net assets/fund balances | $4,373,028 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-11,474 |
| 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 | $2,387 |
| Total credits and payments | $1,748 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $1,748 |
| 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 | $0 |
| Tax due | $639 |
| Amount to be credited to 2012 estimated tax | $0 |
| 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? | 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 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 | $5,462,656 |
| Net value of noncharitable-use assets | $5,380,720 |
| Minimum investment return | $269,036 |
| Distributable Amount (for 2011) | |
| Distributable amount | $266,649 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $266,649 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $43,282 |
| 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 | Hollidaysburg Community Partnership Inc | 401 Blair St, Hollidaysburg, PA 16648-1805 | PA | 1995-10 | $35,798 |
| 2 | Hollidaysburg Consolidated Sportsman Associated Inc | 484 Sportmens Road, Hollidaysburg, PA 16648 | PA | 1990-01 | $61,941 |
| 3 | Hollidaysburg Soccer Association | PO BOX 76, Hollidaysburg, PA 16648-0076 | PA | 1997-06 | $56,492 |
| 4 | Hollinger Foundation | 755 White Oak Rd, Denver, PA 17517-9106 | PA | 2000-10 | $138,409 |
| 5 | Hollow Oak Land Trust Inc | P O Box 741, Coraopolis, PA 15108 | PA | 1991-11 | $110,763 |
| 6 | Holly Heilman Cancer Fund Of Berks County | C/O Heidy L Coldren 21 Homestead Dr, Leesport, PA 19533 | PA | 2005-03 | $46,766 |
| 7 | Holly Street Block Garden Group, Holly Street Garden Association | 871 North Holly Street Floor 2, Philadelphia, PA 19104 | PA | 2001-09 | $0 |
| 8 | Hollywood Memorial Park Company | 609 Epsilon Dr, Pittsburgh, PA 15238-2807 | PA | 1976-03 | $3,637,335 |
| 9 | Holmesburg Fish & Game Protection Association Inc | 5100 Pennypack St, Philadelphia, PA 19136-1620 | PA | 1974-10 | $126,863 |
| 10 | Holsttrom-Kineke Foundation | 6699 Paxson Rd, New Hope, PA 18938-9657 | PA | 1985-07 | $20,042 |
| 11 | Holt Family Foundation | 1050 S Cedar Crest Blvd Ste 201, Allentown, PA 18103-5454 | PA | 1988-09 | $694,173 |
| 12 | Holtz Charitable Foundation, Holtz Albert M & Mildred B Ttee | 2200 Georgetown Drive, Sewickley, PA 15143-8750 | PA | 1998-12 | $7,611 |
| 13 | Holy Emmanuel Cemetery Inc | 23 W Maple St, Mahanoy City, PA 17948 | PA | 2002-09 | $0 |
| 14 | Holy Family Foundation | 8235 Ohio River Blvd, Pittsburgh, PA 15202-1454 | PA | 1946-03 | $1,032,842 |
| 15 | Holy Family Home, Little Sisters Of The Poor | 5300 Chester Ave, Philadelphia, PA 19143-4929 | PA | 1946-03 | $7,025,968 |
| 16 | Holy Family Institute | 8235 Ohio River Blvd, Pittsburgh, PA 15202-1454 | PA | 1946-03 | $12,141,699 |
| 17 | Holy Family International College Prepatory Program | 8235 Ohio River Blvd, Pittsburgh, PA 15202-1454 | PA | 1998-05 | $2,350,677 |
| 18 | Holy Family Community Services | 8235 Ohio River Blvd, Pittsburgh, PA 15202-1454 | PA | 1946-03 | $12,704,089 |
| 19 | Holy Redeemed Outreach Services | 6219 North 18th St, Philadelphia, PA 19141-1425 | PA | 2003-06 | $0 |
| 20 | Holy Redeemer Hospital & Medical Center Disability Trust | 1648 Huntingdon Pike, Meadowbrook, PA 19046-8001 | PA | 1988-11 | $683 |
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