Dorothy H Holder Charitable Trust in Philadelphia, Pennsylvania (PA)

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Dorothy H Holder Charitable Trust
Employer Identification Number (EIN)316639989
Name of OrganizationDorothy H Holder Charitable Trust
In Care of NameFirst Union National Bank
Address101n Independence Mall E Macy 1372, Philadelphia, PA 19106
SubsectionCharitable Organization
Ruling Date05/2000
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$1,000,000 to $4,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$2,540,023
Amount of Income$1,141,789
Form 990 Revenue Amount$131,779
National Taxonomy of Exempt Entities (NTEE)Health - General and Rehabilitative: Single Organization Support


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Amount of income in 2012: $1,141,789 (it was $131,779 in 2011)
Dorothy H Holder Charitable Trust: 

 $1,141,789
Other organizations performing similar types of work: 

 $475,628

Assets in 2012: $2,540,023 (it was $2,585,162 in 2011)
Dorothy H Holder Charitable Trust: 

 $2,540,023
Other organizations performing similar types of work: 

 $882,851

Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$131,779$130,586$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$82,488
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$49,291
Total expenses and disbursements$138,194$23,173$0$110,825
Compensation of officers, directors, trustees, etc.$29,779
Total operating and administrative expenses$37,647$23,173$10,278
Contributions, gifts, grants paid$100,547
Excess of revenue over expenses and disbursements$-6,415
Net investment income$107,413
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$2,585,162$2,531,109
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$2,527,793
Other$57,369
Total liabilities$0
Total liabilities and net assets/fund balances$2,585,162
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$49,291
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$2,148
Total credits and payments$2,554
2011 estimated tax payments and 2010 overpayment credited to 2011$2,554
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
Overpayment$406
Amount to be credited to 2012 estimated tax$406
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?Yes
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$2,731,625
Net value of noncharitable-use assets$2,690,660
Minimum investment return$134,533
Distributable Amount (for 2011)
Distributable amount$132,385
Undistributed Income (for 2011)
Distributable amount for 2011$132,385
Undistributed income for 2011. This amount must be distributed in 2012$18,364
Private Operating Foundations (for 2011)
2011201020092008Total
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
IdNameAddressStateEstablishedTotal Income
1Mayo Foundation For Medical Education & Research200 First Street Sw, Rochester, MN 55905-0001MN1985-06$985,418,611
2University Of Virginia Physicians Group500 Ray C Hunt Dr, Charlottesvle, VA 22903-2981VA1980-12$369,390,764
3Texas Childrens Hospital Foundation6621 Fannin St, Houston, TX 77030-2303TX2005-11$308,148,669
4Barnabas Health Inc95 Old Short Hills Rd, West Orange, NJ 07052-1008NJ1985-05$151,925,044
5Lankenau Hospital Foundation100 Lancaster Avenue, Wynnewood, PA 19096-3450PA1981-11$16,322,583
6Benjamin Franklin Clinic An Affiliate Of Pennsylvania HospPhiladelphia, PA 19107PA$15,954,016
7Langhorne Mri Inc1201 Langhorne-Newtown Road, Langhorne, PA 19047PA1946-03$12,613,473
8Einstein No Div A/C A - FiduciaryPittsburgh, PA 15230PA$12,363,910
9Reunette W Harris Lucy Clair Harris Griffin And W Clair Harris Trust101n Independence Mall E Macy1372-, Philadelphia, PA 19106-2112PA1990-11$3,188,092
10South Hills Health System FdnPittsburgh, PA 15236PA$1,843,383
11Ncphs FoundationWilliamsport, PA 17701PA$1,193,312
12Memorial Hospital Foundation91 Hospital Dr, Towanda, PA 18848-9702PA2003-01$3,097,076
13Foundation For Mount Nittany Medical Center1800 E Park Ave, State College, PA 16803-6709PA2003-06$1,827,747
14Dorothy H Holder Charitable Trust101n Independence Mall E Macy 1372, Philadelphia, PA 19106PA2000-05$1,141,789
15Neighborhood League Shops Foundation Inc8 Louella Ct, Wayne, PA 19087-3528PA1996-09$497,668
16Auxiliary For Mount Nittany Medical CenterPO BOX 1144, State College, PA 16804-1144PA2004-06$461,937
17Amanda P Weed Trust101n Independence Mall E, Philadelphia, PA 19106-2112PA2009-04$458,303
18Meadville Medical Center Foundation1034 Grove St, Meadville, PA 16335-2945PA1992-06$420,454
19L Burke Tuw Fbo Shriners Hospital 2513025421101n Independence Mall E, Philadelphia, PA 19106-2112PA2006-04$236,558
20Mary Burrus Foundation, Wachovia Bk & Tr Co Tr101n Independence Mall E, Philadelphia, PA 19106-2112PA2006-08$64,914
Number of organizations performing similar types of work
Alaska4
Alabama1
Arkansas8
Arizona9
California44
Colorado11
Connecticut5
District of Columbia4
Delaware1
Florida22
Georgia18
Hawaii8
Iowa13
Idaho4
Illinois33
Indiana12
Kansas7
Kentucky12
Louisiana13
Massachusetts15
Maryland8
Maine2
Michigan25
Minnesota21
Missouri25
Mississippi1
Montana5
North Carolina12
North Dakota6
Nebraska7
New Hampshire1
New Jersey15
New Mexico1
Nevada4
New York48
Ohio31
Oklahoma13
Oregon12
Pennsylvania26
Rhode Island5
South Carolina12
South Dakota4
Tennessee6
Texas50
Utah4
Virginia20
Vermont3
Washington16
Wisconsin18
West Virginia6
Wyoming5
International11
Total667

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