HAVEN CHARITABLE FOUNDATION INC: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: HAVEN CHARITABLE FOUNDATION INC (EIN 20-8090568)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-12-19
IRS object ID: 201203549349100200
Schema version: 2011v1.2
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
Accounting Fees Schedule
Depreciation Schedule
Land Etc Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Income Schedule2
Other Liabilities Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-12-19T07:34:11-08:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Tull Forsberg & Olson PLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	5225 N Central Ave Suite 220	AddressLine1
City	Phoenix	City
State	AZ	State
ZIP Code	85012	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	208090568	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	HAVEN CHARITABLE FOUNDATION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	HAVE	NameControl
Phone	4807530084	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	9820 E THOMPSON PEAK PKWY LOT 829	AddressLine1
City	SCOTTSDALE	City
State	AZ	State
ZIP Code	85255	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	KARI K YATKOWSKI	Name
Title	President	Title
Date Signed	2012-12-19	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	FRANKLIN C FORSBERG	Name
Phone	6022775447	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	1752399	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	10062	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	10062	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	20088	DividendsRevAndExpnss
Dividends Net Invst Incm	20088	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	134049	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	529281	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	134049	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	-4396	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	-4396	OtherIncomeNetInvstIncm
Total Revenue And Expenses	159803	TotalRevenueAndExpenses
Total Net Investment Income	159803	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	50874	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	50874	CompOfcrDirTrstNetInvstIncm
Legal Fees Rev And Expnss	1766	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	1766	LegalFeesNetInvstIncm
Accounting Fees Rev And Expnss	4000	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	4000	AccountingFeesNetInvstIncm
Taxes Rev And Expnss	377	TaxesRevAndExpnss
Taxes Net Invst Incm	377	TaxesNetInvstIncm
Deprec And Depletion Rev And Expnss	642	DeprecAndDepletionRevAndExpnss
Deprec And Depletion Net Invst Incm	642	DeprecAndDepletionNetInvstIncm
Other Expenses Rev And Expnss	22909	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	22909	OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss	80568	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	80568	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	237968	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	237968	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	318536	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	80568	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	237968	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-158733	ExcessOfRevenueOverExpenses
Net Investment Income	79235	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	29147	CashBOY
Cash EOY	272487	CashEOY
Cash EOYFMV	272487	CashEOYFMV
Savings And Temp Cash Invst BOY	20830	SavingsAndTempCashInvstBOY
Investments Corp Stock BOY	642557	InvestmentsCorpStockBOY
Investments Corp Stock EOY	362495	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	504107	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	525602	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	410433	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	523153	InvestmentsCorpBondsEOYFMV
Investments Other BOY	435790	InvestmentsOtherBOY
Investments Other EOY	438041	InvestmentsOtherEOY
Investments Other EOYFMV	438041	InvestmentsOtherEOYFMV
Land Building And Equipment Basis	15253	LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip	642	AccumDeprecLandBldgAndEquip
Land Building And Equipment EOY	14611	LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV	14611	LandBuildingAndEquipmentEOYFMV
Total Assets BOY	1653926	TotalAssetsBOY
Total Assets EOY	1498067	TotalAssetsEOY
Total Assets EOYFMV	1752399	TotalAssetsEOYFMV
Other Liabilities EOY	2874	OtherLiabilitiesEOY
Total Liabilities EOY	2874	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	1653926	RetainedEarningsBOY
Retained Earnings EOY	1495193	RetainedEarningsEOY
Total Net Assets BOY	1653926	TotalNetAssetsBOY
Total Net Assets EOY	1495193	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	1653926	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	1498067	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	1653926	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-158733	ExcessOfRevenueOverExpenses
Subtotal	1495193	Subtotal
Total Net Assets Fund Balances EOY	1495193	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Field	Value	IRS element (for citing)
Capital Gain Net Income	134049	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	292658	QualifyingDistributionsYear1
Noncharitable Assets Year1	2070105	NoncharitableAssetsYear1
Distribution Ratio Year1	0.14137	DistributionRatioYear1
Qualifying Distributions Year2	145287	QualifyingDistributionsYear2
Noncharitable Assets Year2	1975481	NoncharitableAssetsYear2
Distribution Ratio Year2	0.07355	DistributionRatioYear2
Qualifying Distributions Year3	187625	QualifyingDistributionsYear3
Noncharitable Assets Year3	2234879	NoncharitableAssetsYear3
Distribution Ratio Year3	0.08395	DistributionRatioYear3
Qualifying Distributions Year4	158624	QualifyingDistributionsYear4
Noncharitable Assets Year4	1574480	NoncharitableAssetsYear4
Distribution Ratio Year4	0.10075	DistributionRatioYear4
Noncharitable Assets Year5	57076	NoncharitableAssetsYear5
Total Distribution Ratio	0.39962	TotalDistributionRatio
Average Distribution Ratio	0.07992	AverageDistributionRatio
Net Noncharitable Assets	2465128	NetNoncharitableAssets
Adjusted Noncharitable Assets	197023	AdjustedNoncharitableAssets
One Percent Net Investment Income	792	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	197815	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	237968	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	792	InvestmentIncomeExciseTax
Subtotal	792	Subtotal
Tax Based On Investment Income	792	TaxBasedOnInvestmentIncome
Form2220 Attached	X	Form2220Attached
Penalty For Underpayment	12	PenaltyForUnderpayment
Tax Due	804	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Form990 T Filed	false	Form990TFiled
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	AZ	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KARI YATKOWSKI	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	4807530084	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	9820 E THOMPSON PEAK PKWY LT 829	AddressLine1
City	SCOTTSDALE	City
State	AZ	State
ZIP Code	85255	ZIPCode

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

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Excess Business Holdings	false	ExcessBusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Tr Fail To Qualify As Exceptions	false	TrFailToQualifyAsExceptions
Maint Expend Responsibility	false	MaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn
Proceeds Or Net Income	false	ProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
PAUL C YATKOWSKI
9820 E THOMPSON PEAK PKWY	SCOTTSDALE	AZ	85255	Vice President	5.00	0
KARI K YATKOWSKI
9820 E THOMPSON PEAK PKWY	SCOTTSDALE	AZ	85255	President	25.00	50874

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	1987140	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	52876	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	462652	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	2502668	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	2502668	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	37540	CashDeemedCharitable
Net Noncharitable Assets	2465128	NetNoncharitableAssets
Minimum Investment Return	123256	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	123256	MinimumInvestmentReturn
Tax Based On Investment Income	792	TaxBasedOnInvestmentIncome
Total Tax	792	TotalTax
Distributable Amount Before Adj	122464	DistributableAmountBeforeAdj
Distributable Amount Before Ded	122464	DistributableAmountBeforeDed
Distributable Amount As Adjusted	122464	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	237968	ExpensesAndContributions
Qualifying Distributions	237968	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	792	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	237176	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	122464	DistributableAmountAsAdjusted
Excess Distri Carryover Year4	78770	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	77205	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	46513	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	190113	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	392601	TotalExcessDistriCarryover
Qualifying Distributions	237968	QualifyingDistributions
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	122464	AppliedToCurrentYear
Remaining Distri From Corpus	115504	RemainingDistriFromCorpus
Total Corpus	508105	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	508105	ExcessDistriCyovToNextYear
Excess From Year4	78770	ExcessFromYear4
Excess From Year3	77205	ExcessFromYear3
Excess From Year2	46513	ExcessFromYear2
Excess From Year1	190113	ExcessFromYear1
Excess From Current Year	115504	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (19 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
FUTURE FOR KIDS
6991 E CAMELBACK RD ST D301	SCOTTSDALE	AZ	85251	NONE	PUBLIC	PROGRAM FUNDING	$1,500
HELPING HANDS FOR FREEDOM
1702 E HIGHLAND AVE STE 206	PHOENIX	AZ	85016	NONE	PUBLIC	PROGRAM FUNDING	$1,500
VETERANS MEDICAL LEADERSHIP COUNCIL
3627 E INDIAN SCHOOL RD 209	PHOENIX	AZ	85018	NONE	PUBLIC	PROGRAM FUNDING	$200
VALLEY LEADERSHIP
2700 N 3RD ST 2009	PHOENIX	AZ	85004	NONE	PUBLIC	PROGRAM FUNDING	$10,500
SOUTHWEST CENTER FOR HIVAIDS
1144 E MCDOWELL RD 200	PHOENIX	AZ	85006	NONE	PUBLIC	PROGRAM FUNDING	$10,000
LEUKEMIA LYMPHOMA SOCIETY
3877 N 7TH ST 300	PHOENIX	AZ	85014	NONE	PUBLIC	PROGRAM FUNDING	$500
GIRLS SCOUTS
119 E CORONADO ROAD	PHOENIX	AZ	85004	NONE	PUBLIC	PROGRAM FUNDING	$2,500
GABRIEL'S ANGELS
1550 E MARYLAND AVE 1	PHOENIX	AZ	85014	NONE	PUBLIC	PROGRAM FUNDING	$2,500
FUTURE FOR KIDS
6991 E CAMELBACK ROAD D301	SCOTTSDALE	AZ	85251	NONE	PUBLIC	PROGRAM FUNDING	$1,500
FLORENCE CRITTENTON OF ARIZONA
715 W MARIPOSA STREET	PHOENIX	AZ	85013	NONE	PUBLIC	PROGRAM FUNDING	$5,000
BROPHY COLLEGE PREPARATORY
4701 NORTH CENTRAL AVENUE	PHOENIX	AZ	85012	NONE	PUBLIC	PROGRAM FUNDING	$1,000
BANNER HEALTH
2025 N 3rd St Suite 250	PHOENIX	AZ	85004	NONE	PUBLIC	PROGRAM FUNDING	$56,768
PHOENIX SYMPHONY
ONE N FIRST STREET	PHOENIX	AZ	85004	NONE	PUBLIC	PROGRAM FUNDING	$10,000
O'CONNOR HOUSE
1300 N COLLEGE AVENUE	TEMPE	AZ	85281	NONE	PUBLIC	ASSISTING WITH DOMESTIC VIOLENCE	$1,000
GOLDWATER INSTITUTE
500 E CORONADO ROAD	PHOENIX	AZ	85004	NONE	PUBLIC	PROGRAM FUNDING	$10,000
ASU WOMEN IN PHILANTHROPY
300 E UNIVERSITY DRIVE	TEMPE	AZ	85281	NONE	PUBLIC	ASU WOMEN AND PHILANTHROPY	$2,500
AMERICAN HEART ASSOCIATION
2929 S 48TH STREET	TEMPE	AZ	85282	NONE	PUBLIC	RESEARCH GRANT AND ACTION THEATRE	$50,000
PHOENIX SUNS CHARITIES
PO BOX 1369	PHOENIX	AZ	85001	NONE	PUBLIC	SUPPORT LOCAL COMMUNITY	$25,000
HOMEWARD BOUND
2302 W COLTER STREET	PHOENIX	AZ	85015	NONE	PUBLIC	PROGRAM FUNDING	$46,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	237968	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$10,062	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$20,088	ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$4,396	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$134,049	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$159,803	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	159803	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	TULL, FORSBERG & OLSON	Category
Amount	$4,000	Amount
Net Investment Income	4000	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (4 entries)

Description Of PropertyDescriptionOfProperty	Date AcquiredDateAcquired	Cost Or Other BasisCostOrOtherBasis	Computation MethodComputationMethod	RateRate	Current Year ExpenseCurrentYearExpense
OFFICE FURNITURE	2011-11-19	5703	57	0.0357	204
OFFICE FURNITURE	2011-11-21	679	57	0.0357	24
BRANDING & WEB DVLPMNT	2011-12-22	7875	67	0.0083	65
COMPUTER	2011-03-25	996	53	0.3500	349

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (2 entries)

Category Or ItemCategoryOrItem	Cost Or Other BasisCostOrOtherBasis	Accumulated DepreciationAccumulatedDepreciation	Book ValueBookValue	EOYFMVEOYFMV
Miscellaneous	15253	642	14611
Auto./Transportation Equip.				14611

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	BOYER, DOLANSKI, MILLER & MARTINEZ	Category
Amount	$1,766	Amount
Net Investment Income	1766	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
OFFICE EXPENSE	2512	2512
INVESTMENT FEES	20397	20397

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	Other Investment Income	Description
Revenue And Expenses Per Books	-4396	RevenueAndExpensesPerBooks
Net Investment Income	-4396	NetInvestmentIncome

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	PAYROLL TAX LIABILITY	Description
EOY Book Value	2874	EOYBookValue

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome
FOREIGN	$99	99
FEDERAL	$278	278

HAVEN CHARITABLE FOUNDATION INC: Form 990PF, tax year 2011

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

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

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 (2 entries)

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (19 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Other Investment Income Part VII OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (4 entries)

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (2 entries)

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

Comments