HENRY E HALLER JR FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: HENRY E HALLER JR FOUNDATION (EIN 52-2250015)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-06-14
IRS object ID: 201301669349100505
Schema version: 2012v2.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Other Expenses Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-06-14T07:38:11-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	251777567	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LOVE SCHERLE & BAUER PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	310 GRANT STREET SUITE 1020	AddressLine1
City	PITTSBURGH	City
State	PA	State
ZIP Code	152192295	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	522250015	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	HENRY E HALLER JR FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	HENR	NameControl
Phone	9547646260	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2100 SOUTH OCEAN LANE NO 1101	AddressLine1
City	FORT LAUDERDALE	City
State	FL	State
ZIP Code	33316	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JOSEPH S SCHERLE	Name
Title	EXECUTIVE DIRECTOR	Title
Phone	9547646260	Phone
Date Signed	2013-05-29	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JOSEPH S SCHERLE	Name
PTIN	P00295471	PTIN
Phone	4122818270	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	6717911	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	795863	ContriReceivedRevAndExpnss
Dividends Rev And Expnss	177334	DividendsRevAndExpnss
Dividends Net Invst Incm	153942	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	28074	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	506606	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	28074	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	1001271	TotalRevenueAndExpenses
Total Net Investment Income	182016	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	36000	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	9000	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	27000	CompOfcrDirTrstDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss	3182	PensionEmplBnftRevAndExpnss
Pension Empl Bnft Net Invst Incm	796	PensionEmplBnftNetInvstIncm
Pension Empl Bnft Dsbrs Chrtbl Prps	2386	PensionEmplBnftDsbrsChrtblPrps
Accounting Fees Rev And Expnss	7034	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	0	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	7034	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	14402	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	11902	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	2500	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	13707	TaxesRevAndExpnss
Taxes Net Invst Incm	2012	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	1672	TaxesDsbrsChrtblPrps
Occupancy Rev And Expnss	9846	OccupancyRevAndExpnss
Occupancy Net Invst Incm	0	OccupancyNetInvstIncm
Occupancy Dsbrs Chrtbl Prps	9846	OccupancyDsbrsChrtblPrps
Other Expenses Rev And Expnss	-2402	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	0	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	-2402	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	81769	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	23710	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	48036	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	272335	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	272335	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	354104	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	23710	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	320371	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	647167	ExcessOfRevenueOverExpenses
Net Investment Income	158306	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	19406	CashBOY
Cash EOY	35003	CashEOY
Cash EOYFMV	35003	CashEOYFMV
Savings And Temp Cash Invst BOY	299914	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	956327	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	956327	SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY	963937	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	759729	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	779048	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	3348874	InvestmentsCorpStockBOY
Investments Corp Stock EOY	3390392	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	4156353	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	487808	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	694153	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	712106	InvestmentsCorpBondsEOYFMV
Investments Other BOY	105385	InvestmentsOtherBOY
Investments Other EOY	38779	InvestmentsOtherEOY
Investments Other EOYFMV	79074	InvestmentsOtherEOYFMV
Land Building And Equipment Basis	7466	LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip	7466	AccumDeprecLandBldgAndEquip
Total Assets BOY	5225324	TotalAssetsBOY
Total Assets EOY	5874383	TotalAssetsEOY
Total Assets EOYFMV	6717911	TotalAssetsEOYFMV
Other Liabilities BOY	967	OtherLiabilitiesBOY
Other Liabilities EOY	2859	OtherLiabilitiesEOY
Total Liabilities BOY	967	TotalLiabilitiesBOY
Total Liabilities EOY	2859	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	0	CapitalStockBOY
Capital Stock EOY	0	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	5224357	RetainedEarningsBOY
Retained Earnings EOY	5871524	RetainedEarningsEOY
Total Net Assets BOY	5224357	TotalNetAssetsBOY
Total Net Assets EOY	5871524	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	5225324	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	5874383	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	5224357	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	647167	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	5871524	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	5871524	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (24 entries)

Description Of AssetDescriptionOfAsset	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses	How AcquiredHowAcquired
EATON CORP.	2006-03-21	2012-12-03	43907	30228	13679	13679
EATON CORP.		2012-12-03	28410	21554	6856	6856
EATON CORP.		2012-12-03	30993	22194	8799	8799
EATON CORP.		2012-12-03	10331	7363	2968	2968
EATON CORP.		2012-12-03	10331	7363	2968	2968
EATON CORP.		2012-12-03	20662	14413	6249	6249
LIBERTY PROPERTY TRUST		2012-03-08	23597	21481	2116	2116
LIBERTY PROPERTY TRUST		2012-03-08	6742	7066	-324	-324
FIRST POTOMAC REALTY		2012-03-08	7345	6705	640	640
FIRST POTOMAC REALTY		2012-03-08	9793	17905	-8112	-8112
FIRST POTOMAC REALTY		2012-03-08	3672	8068	-4396	-4396
FIRST POTOMAC REALTY		2012-03-08	3672	4898	-1226	-1226
AMERISOURCEBERGEN 5.625%	2009-08-19	2012-09-15	25000	26413	-1413	-1413
HEWLETT PACKARD 6.5%	2008-12-12	2012-07-01	50000	53035	-3035	-3035
UNION PACIFIC 5.45%	2009-05-06	2012-11-30	25215	25639	-424	-424
JACKSON COUNTY KY 2.625%	2009-11-13	2012-11-01	50000	50253	-253	-253
MAINE 56%	2006-06-07	2012-06-15	25000	25123	-123	-123
MATAWAN-ABERDEEN 5%	2008-02-20	2012-08-15	25000	25328	-328	-328
OHIO ST 4.55%	2008-08-07	2012-05-01	25000	25017	-17	-17
SOUTH DAKOTA BR 2.875%	2009-05-22	2012-04-01	25000	25101	-101	-101
TENNESSEE ST 6%	2010-06-17	2012-02-01	50000	53385	-3385	-3385
BP PLC CALL 52.5 7/21/12	2012-03-13	2012-07-21	3639		3639	3639	P
PEPSICO CALL 70 1/21/12	2012-01-01	2012-01-21	580		580	580	P
CAPITAL GAINS DIVIDENDS			2717		2717	2717	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	28074	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	215302	QualifyingDistributionsYear1
Noncharitable Assets Year1	6113221	NoncharitableAssetsYear1
Distribution Ratio Year1	0.035219	DistributionRatioYear1
Qualifying Distributions Year2	257968	QualifyingDistributionsYear2
Noncharitable Assets Year2	5086626	NoncharitableAssetsYear2
Distribution Ratio Year2	0.050715	DistributionRatioYear2
Qualifying Distributions Year3	239122	QualifyingDistributionsYear3
Noncharitable Assets Year3	4389153	NoncharitableAssetsYear3
Distribution Ratio Year3	0.054480	DistributionRatioYear3
Qualifying Distributions Year4	226334	QualifyingDistributionsYear4
Noncharitable Assets Year4	5092777	NoncharitableAssetsYear4
Distribution Ratio Year4	0.044442	DistributionRatioYear4
Qualifying Distributions Year5	259406	QualifyingDistributionsYear5
Noncharitable Assets Year5	5536150	NoncharitableAssetsYear5
Distribution Ratio Year5	0.046857	DistributionRatioYear5
Total Distribution Ratio	0.231713	TotalDistributionRatio
Average Distribution Ratio	0.046343	AverageDistributionRatio
Net Noncharitable Assets	6000232	NetNoncharitableAssets
Adjusted Noncharitable Assets	278069	AdjustedNoncharitableAssets
One Percent Net Investment Income	1583	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	279652	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	320371	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	1583	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	1583	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	1583	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	7280	EstTaxPaymentsAndOverpayment
Total Credits And Payments	7280	TotalCreditsAndPayments
Penalty For Underpayment	1	PenaltyForUnderpayment
Overpayment	5696	Overpayment
Amount Credited To Next Year	1600	AmountCreditedToNextYear
Amount To Be Refunded	4096	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	PA	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	1	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	JOSEPH S SCHERLE CPA	BooksInCareOfPersonName
Books In Care Of Phone Number	4122818270	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	310 GRANT STREET SUITE 1020	AddressLine1
City	PITTSBURGH	City
State	PA	State
ZIP Code	152192295	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	1	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	0	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances	Address Line2USAddress/AddressLine2
LINDA B HALLER
2100 SOUTH OCEAN LANE HARBOUR BEACH	FORT LAUDERDALE	FL	33316	EXECUTIVE DIRECTOR/TRUSTEE	20.00	36000	3182	0
JOSEPH S SCHERLE CPA
LOVE SCHERLE BAUER PC 310 GRANT	PITTSBURGH	PA	152192295	TRUSTEE	0.00	0	0	0	STREET SUITE 1020
KEVIN D BOYCE
9389 AMBER WOOD DRIVE	KIRTLAND	OH	44094	TRUSTEE	0.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	6046952	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	44654	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	6091606	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	6091606	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	91374	CashDeemedCharitable
Net Noncharitable Assets	6000232	NetNoncharitableAssets
Minimum Investment Return	300012	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	300012	MinimumInvestmentReturn
Tax Based On Investment Income	1583	TaxBasedOnInvestmentIncome
Total Tax	1583	TotalTax
Distributable Amount Before Adj	298429	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	298429	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	298429	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	320371	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	320371	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	1583	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	318788	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	298429	DistributableAmountAsAdjusted
Undistributed Income Prior Year	247065	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	320371	QualifyingDistributions
Applied To Year1	247065	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	73306	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	0	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	225123	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	0	ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	LINDA B HALLER	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	2100 S OCEAN LANE UNIT 1511	AddressLine1
City	FORT LAUDERDALE	City
State	FL	State
ZIP Code	33316	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	9547646260	RecipientPhoneNumber
Form And Info And Materials	AMOUNT REQUESTED AND PROPOSED USE OF FUNDS	FormAndInfoAndMaterials
Submission Deadlines	NONE	SubmissionDeadlines
Restrictions On Awards	NONE	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (42 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
AMERICAN RED CROSS
6710 W SUNRISE BLVD 111	PLANTATION	FL	33313	NONE	PUBLIC CHARITY	AS DONEE SEES FIT	$5,000
BONNET HOUSE ALLIANCE
900 N BIRCH ROAD	FORT LAUDERDALE	FL	33304	NONE	PUBLIC CHARITY	AS DONEE SEES FIT	$1,425
BROWARD CENTER FOR THE PERFORMING ARTS
201 SW FIFTH AVENUE	FORT LAUDERDALE	FL	33312	NONE	PUBLIC CHARITY	CAPITAL CAMPAIGN	$75,000
BROWARD COUNTY PUBLIC LIBRARY
1300 E SUNSET BLVD	FORT LAUDERDALE	FL	33304	NONE	PUBLIC CHARITY	AS DONEE SEES FIT	$1,775
CARNEGIE MELLON UNIVERSITY
SCHENLEY PARK	PITTSBURGH	PA	15213	NONE	PUBLIC CHARITY	AS THE DONEE SEES FIT	$1,000
CHARLOTTE LATIN SCHOOL
9502 PROVIDENCE ROAD	CHARLOTTE	NC	28277	NONE	PUBLIC CHARITY	AS DONEE SEES FIT	$5,000
CHURCH OF THE ASCENSION
4729 ELLSWORTH AVE	PITTSBURGH	PA	15213	NONE	PUBLIC CHARITY	ANNUAL APPEAL	$1,000
CLARE BOOTH LUCE POLICY INSTITUTE
112 ELDEN STREET SUITE P	HERNDON	VA	20170	NONE	PUBLIC CHARITY	AS THE DONEE SEES FIT	$1,000
DUQUESNE UNIVERSITY
600 FORBES AVENUE	PITTSBURGH	PA	15282	NONE	PUBLIC CHARITY	AS THE DONEE SEES FIT	$5,500
ELLIS SCHOOL
6425 FIFTH AVE	PITTSBURGH	PA	15206	NONE	PUBLIC CHARITY	AS DONEE SEES FIT	$1,000
FISHER HOUSE FOUNDATION
111 ROCKVILLE PIKE	ROCKVILLE	MD	20850	NONE	PUBLIC CHARITY	AS DONEE SEES FIT	$5,000
FORT LAUDERDALE HISTORICAL SOCIETY
219 SOUTHWEST 2ND AVE	FORT LAUDERDALE	FL	33301	NONE	PUBLIC CHARITY	AS DONEE SEES FIT	$1,000
FREEDOM CENTER
PO BOX 130707	HOUSTON	TX	772190707	NONE	PUBLIC CHARITY	ANNUAL APPEAL	$5,000
FRIENDS OF THE MUSEUM OF DISCOVERY & SCIENCE
401 SW SECOND ST	FORT LAUDERDALE	FL	33312	NONE	PUBLIC CHARITY	AS DONEE SEES FIT	$1,000
FUNDING ARTS BROWARD
401 E LAS OLAS BLVD	FORT LAUDERDALE	FL	33301	NONE	PUBLIC CHARITY	AS DONEE SEES FIT	$3,625
GEORGE MASON UNIVERSITY
4400 UNIVERSITY DR	FAIRFAX	VA	22030	NONE	PUBLIC CHARITY	ANNUAL APPEAL	$1,000
HATHAWAY BROWN SCHOOL
19600 NORTH PARK BLVD	SHAKER HEIGHTS	OH	44122	NONE	PUBLIC CHARITY	AS DONEE SEE FIT	$5,000
HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NE	WASHINGTON	DC	20002	NONE	PUBLIC CHARITY	AS THE DONEE SEES FIT	$20,000
HILLSDALE COLLEGE
33 E COLLEGE ST	HILLSDALE	MI	49242	NONE	PUBLIC CHARITY	AS THE DONEE SEES FIT	$2,500
LEADERSHIP BROWARD FOUNDATION
1640 W OAKLAND PARK BLVD SUITE 400	FORT LAUDERDALE	FL	33311	NONE	PUBLIC CHARITY	AS DONEE SEES FIT	$25
MAKE-A-WISH FOUNDATION
555 GRANT STREET SUITE 455	PITTSBURGH	PA	15219	NONE	PUBLIC CHARITY	AS DONEE SEES FIT	$10,000
MEDIA RESEARCH CENTER
325 S PATRICK ST	ALEXANDRIA	VA	22314	NONE	PUBLIC CHARITY	ANNUAL APPEAL	$20,000
MITEY RIDERS
455 PROVIDENCE ROAD SOUTH	WEDDINGTON	NC	28173	NONE	PUBLIC CHARITY	AS DONEE SEES FIT	$8,500
MUSEUM OF ART - FORT LAUDERDALE
1 EAST LAS OLAS BLVD	FORT LAUDERDALE	FL	33301	NONE	PUBLIC CHARITY	AS DONEE SEES FIT	$25,000
NAVY-MARINE CORPS RELIEF SOCIETY
101 VERNON AVE	PANAMA CITY BEACH	FL	32407	NONE	PUBLIC CHARITY	AS DONEE SEES FIT	$5,000
NORTH CATHOLIC HIGH SCHOOL
1400 TROY HILL ROAD	PITTSBURGH	PA	15212	NONE	PUBLIC CHARITY	BUILDING FUND	$500
NOTRE DAME UNIVERSITY
731 GRACE HALL	NOTRE DAME	IN	46556	NONE	PUBLIC CHARITY	AS THE DONEE SEES FIT	$500
ONE THOUSAND PLUS CLUB TO BENEFIT CANCER
6278 NORTH FEDERAL HIGHWAY 150	FORT LAUDERDALE	FL	33308	NONE	PUBLIC CHARITY	AS DONEE SEES FIT	$1,085
PHILADELPHIA ZOO
3400 W GIRARD AVE	PHILADELPHIA	PA	19104	NONE	PUBLIC CHARITY	AS DONEE SEES FIT	$100
PINSON INC
3301 COLLEGE AVE	FORT LAUDERDALE	FL	33314	NONE	PUBLIC CHARITY	SPECIAL OLYMPICS	$5,000
PURDUE UNIVERSITY
101 N GRANT ST 110	WEST LAFAYAETTE	IN	47907	NONE	PUBLIC CHARITY	AS DONEE SEES FIT	$1,500
SALVATION ARMY
7707 W COMMERICAL BLVD	SUNRISE	FL	33351	NONE	PUBLIC CHARITY	AS DONEE SEES FIT	$5,000
SHRINER'S HOSPITAL
PO BOX 31356	TAMPA	FL	33631	NONE	PUBLIC CHARITY	AS DONEE SEES FIT	$10,000
ST EDMUND'S ACADEMY
5705 DARLINGTON ROAD	PITTSBURGH	PA	15217	NONE	PUBLIC CHARITY	AS DONEE SEES FIT	$5,000
SYMPHONY OF THE AMERICAS
2425 E COMMERCIAL BLVD	FORT LAUDERDALE	FL	33308	NONE	PUBLIC CHARITY	AS DONEE SEES FIT	$5,000
THIEL COLLEGE
75 COLLEGE AVENUE	GREENVILLE	PA	161252181	NONE	PUBLIC CHARITY	ANNUAL APPEAL	$1,000
UNITED SERVICE ORGANIZATION
2111 WILSON BLVD STE 1200	ALEXANDRIA	VA	22201	NONE	PUBLIC CHARITY	AS DONEE SEES FIT	$10,000
UNIVERSITY OF PITTSBURGH
200 LOTHROP STREET	PITTSBURGH	PA	15213	NONE	PUBLIC CHARITY	AS THE DONEE SEES FIT	$5,000
VOCATIONAL GUIDANCE SERVICES
2239 EAST 55TH STREET	CLEVELAND	OH	44103	NONE	PUBLIC CHARITY	AS DONEE SEES FIT	$1,000
WLRN PUBLIC BROADCASTING
172 NE 15TH STREET	MIAMI	FL	33132	NONE	PUBLIC CHARITY	AS DONEE SEES FIT	$300
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD SUITE 300	JACKSONVILLE	FL	32256	NONE	PUBLIC CHARITY	AS DONEE SEES FIT	$10,000
YOUNG AMERICA FOUNDATION
110 ELDEN STREET	HERNDON	VA	20170	NONE	PUBLIC CHARITY	AS DONEE SEES FIT	$1,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	272335	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$177,334	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$28,074	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$205,408	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	205408	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	ESTATE OF HENRY E HALLER JR	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	2100 S OCEAN LANE UNIT 1511	AddressLine1
City	FORT LAUDERDALE	City
State	FL	State
ZIP Code	33316	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	795863	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$7,034	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	7034	DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (13 entries)

Name Of BondNameOfBond	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
IBM CORP 7.5%	54398	51669
PEPSICO 4.65%	51106	50274
VULCAN MATERIALS 6.3%	27145	25500
BANK OF AMERICA 4.875%	50030	50067
GOLDMAN SACHS 3.625%	99413	105852
JPMORGAN CHASE 3.4%	50901	52753
MERRILL LYNCH 5%	48964	53415
MORGAN STANLEY 6%	50995	52948
GENERAL ELECTRIC CAPITAL 4.375%	53602	55803
KELLOGG 3.25%	53077	54465
MORGAN STANLEY 4.1%	50105	52111
PITNEY BOWES 5.75%	52413	53455
SAFEWAY 5%	52004	53794

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (36 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
ABBOTT LABS	59057	78600
AMGEN	47961	60340
BERKSHIRE HATHAWAY B	95400	224250
GENERAL ELECTRIC	463496	167920
MICROSOFT	81763	69443
PEPSICO	124778	191604
SCHLUMBERGER	61243	97017
IBM CORP.	97856	191550
C.R. BARD	33494	117288
AMERISOURCEBERGEN	37756	120904
UNILEVER	68858	134050
BECTON DICKSON & CO.	63198	101647
EMERSON ELECTRIC	79966	116512
EXXON MOBIL	70280	121170
JOHNSON & JOHNSON	101074	112160
SYSCO	83097	79150
PNC FINL SERVICES GP INC	87023	104958
UNITED PARCEL SERVICE B	82181	88476
CISCO SYSTEMS	67436	56982
COLGATE-PALMOLIVE CO	79414	114994
PRAXAIR	49071	87560
REPUBLIC SERVICES INC	70427	85057
AUTO DATA PROCESSING	54458	85395
CONOCOPHILLIPS	51933	75387
GENERAL DYNAMICS	58117	62343
JPMORGAN CHASE	61396	70350
WAL-MART STORES	67425	88699
BCE INC.	66816	107350
BP PLC	540000	562140
PFIZER	50006	75237
SYNOPSIS	50167	63670
JOHNSON CONTROLS	75809	85876
ORACLE CORP.	73786	83300
TARGET CORP.	74641	88755
EATON CORP. PLC	144634	151704
PHILLIPS 66	16375	34515

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Securities EOY Book Value	0	USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV	0	USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val	759729	StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV	779048	StateLocalSecuritiesEOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
PLUM CREEK TIMBER	AT COST	19321	26622
RAYONIER REIT	AT COST	19458	52452

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	OFFICE EXPENSES	Description
Revenue And Expenses Per Books	-2402	RevenueAndExpensesPerBooks
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	-2402	DisbursementsCharitablePrps

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	BOY Book ValueBOYBookValue	EOY Book ValueEOYBookValue
WITHHELD PAYROLL TAXES	387	0
OPEN CALL OPTIONS	580	2859

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
INVESTMENT FEES	$11,902	11902	0
SECRETARIAL FEES	$2,500	0	2500

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode
HENRY E HALLER JR
2100 SOUTH OCEAN LANE HARBOUR BEACH	FORT LAUDERDALE	FL	33316
ESTATE OF HENRY E HALLER JR
2100 SOUTH OCEAN LANE HARBOUR BEACH	FORT LAUDERDALE	FL	33316

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
FOREIGN INCOME TAXES	$1,455	1455	0
PAYROLL TAXES	$2,229	557	1672
EXCISE TAXES	$10,023	0	0

HENRY E HALLER JR FOUNDATION: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (24 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (42 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Address US ContributorAddressUS

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (13 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (36 entries)

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities (2 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor (2 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

Comments