HANNAH FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
HANNAH FOUNDATION (EIN 20-1961492)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-13
IRS object ID
201243189349101019
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-13T14:58:10-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1WEAVER & TIDWELL LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line19311 SAN PEDRO AVE STE 1400AddressLine1
CitySAN ANTONIOCity
StateTXState
ZIP Code782161877ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN201961492EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1HANNAH FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlHANNNameControl
Phone2102269247Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 NAVARROAddressLine1
Address Line2ROOM/SUITE 210AddressLine2
CitySAN ANTONIOCity
StateTXState
ZIP Code78205ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJOHN R HANNAHName
TitleTRUSTEETitle
Phone2102269247Phone
Date Signed2012-11-13DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameJ ROBERT HANNAH JRName
Phone2107371042Phone
Date Prepared2012-11-13DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY2820773FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss300000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss12335InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm12335InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm12335InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss1DividendsRevAndExpnss
Dividends Net Invst Incm1DividendsNetInvstIncm
Dividends Adj Net Incm1DividendsAdjNetIncm
Total Revenue And Expenses312336TotalRevenueAndExpenses
Total Net Investment Income12336TotalNetInvestmentIncome
Total Adjusted Net Income12336TotalAdjustedNetIncome
Taxes Rev And Expnss1000TaxesRevAndExpnss
Other Expenses Rev And Expnss105OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss1105TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss110000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps110000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss111105TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps110000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses201231ExcessOfRevenueOverExpenses
Net Investment Income12336NetInvestmentIncome
Adjusted Net Income12336AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY2619542SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY2820773SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV2820773SavingsAndTempCashInvstEOYFMV
Total Assets BOY2619542TotalAssetsBOY
Total Assets EOY2820773TotalAssetsEOY
Total Assets EOYFMV2820773TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY2619542RetainedEarningsBOY
Retained Earnings EOY2820773RetainedEarningsEOY
Total Net Assets BOY2619542TotalNetAssetsBOY
Total Net Assets EOY2820773TotalNetAssetsEOY
Total Liabilities Net Assets BOY2619542TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY2820773TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY2619542TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses201231ExcessOfRevenueOverExpenses
Subtotal2820773Subtotal
Total Net Assets Fund Balances EOY2820773TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1108885QualifyingDistributionsYear1
Noncharitable Assets Year12279606NoncharitableAssetsYear1
Distribution Ratio Year10.047765DistributionRatioYear1
Qualifying Distributions Year299333QualifyingDistributionsYear2
Noncharitable Assets Year21929280NoncharitableAssetsYear2
Distribution Ratio Year20.051487DistributionRatioYear2
Qualifying Distributions Year387187QualifyingDistributionsYear3
Noncharitable Assets Year31828079NoncharitableAssetsYear3
Distribution Ratio Year30.047693DistributionRatioYear3
Qualifying Distributions Year439511QualifyingDistributionsYear4
Noncharitable Assets Year41192319NoncharitableAssetsYear4
Distribution Ratio Year40.033138DistributionRatioYear4
Qualifying Distributions Year521745QualifyingDistributionsYear5
Noncharitable Assets Year5764968NoncharitableAssetsYear5
Distribution Ratio Year50.028426DistributionRatioYear5
Total Distribution Ratio0.208509TotalDistributionRatio
Average Distribution Ratio0.041702AverageDistributionRatio
Net Noncharitable Assets2577284NetNoncharitableAssets
Adjusted Noncharitable Assets107478AdjustedNoncharitableAssets
One Percent Net Investment Income123OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One107601AdjNonchrtblAssetsAndOnePct
Qualifying Distributions110000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax123InvestmentIncomeExciseTax
Subtotal123Subtotal
Tax Based On Investment Income123TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment885EstTaxPaymentsAndOverpayment
Total Credits And Payments885TotalCreditsAndPayments
Overpayment762Overpayment
Amount Credited To Next Year762AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithTXStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorstrueNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressWWW.HANNAHFOUNDATION.NETWebsiteAddress
Books In Care Of Person NameJOHN R HANNAHBooksInCareOfPersonName
Books In Care Of Phone Number2102269247BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1800 NAVARRO STE 210AddressLine1
CitySAN ANTONIOCity
StateTXState
ZIP Code78205ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersontrueFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
JOHN R HANNAH
102 CASTLEOAKS DRSAN ANTONIOTX78213DIRECTOR2.00000
ELIZABETH G HANNAH
102 CASTLEOAKS DRSAN ANTONIOTX78213DIRECTOR2.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances2616532AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets2616532TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets2616532AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable39248CashDeemedCharitable
Net Noncharitable Assets2577284NetNoncharitableAssets
Minimum Investment Return128864MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return128864MinimumInvestmentReturn
Tax Based On Investment Income123TaxBasedOnInvestmentIncome
Total Tax123TotalTax
Distributable Amount Before Adj128741DistributableAmountBeforeAdj
Distributable Amount Before Ded128741DistributableAmountBeforeDed
Distributable Amount As Adjusted128741DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions110000ExpensesAndContributions
Qualifying Distributions110000QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm123OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions109877AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted128741DistributableAmountAsAdjusted
Undistributed Income Prior Year23980UndistributedIncomePriorYear
Qualifying Distributions110000QualifyingDistributions
Applied To Year123980AppliedToYear1
Applied To Current Year86020AppliedToCurrentYear
Undistributed Income CY42721UndistributedIncomeCY

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameHANNAH FOUNDATIONRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1800 NAVARRO STE 210AddressLine1
CitySAN ANTONIOCity
StateTXState
ZIP Code78205ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number2102269247RecipientPhoneNumber
Form And Info And MaterialsCONCISE, WRITTEN PROPOSALS. MUST SHOW EXEMPT STATUS.FormAndInfoAndMaterials
Submission DeadlinesAVAILABLE UPON REQUEST.SubmissionDeadlines
Restrictions On AwardsGENERALLY SAN ANTONIO, TEXAS AREA. NO INDIVIDUAL GRANTS OR LOANS. THE MAJORITY OF CONTRIBUTIONS ARE IN AREAS OF INTEREST, OR INSTITUTIONS SPECIFIED BY THE BOARD OF DIRECTORS.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (34 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
SAN ANTONIO YOUNG LIVES
10500 HERITAGE BLVD 120SAN ANTONIOTX78216501(C)(3)GENERAL SUPPORT$1,000
THE MEDICAL INSTITUTE FOR
PO BOX 162306AUSTINTX787162306501(C)(3)GENERAL SUPPORT$5,000
METHODIST MISSION HOME
6487 WHITBY ROADSAN ANTONIOTX78240501(C)(3)GERERAL SUPPORT$1,000
BARNABAS INTERNATIONAL
PO BOX 11211ROCKFORDIL611261211501(C)(3)GENERAL SUPPORT$1,000
KATHLEEN WHITTEN MINISTRI
PO BOX 6802SAN ANTONIOTX78209501(C)(3)GENERAL SUPPORT$1,000
TEXAS BURN SURVIVOR SOCIE
8546 BROADWAY STE 210SAN ANTONIOTX78217501(C)(3)GENERAL SUPPORT$1,000
INTERSTITIAL CYSTITIS ASS
100 PARK AVE 108AROCKVILLEMD20850501(C)(3)GENERAL SUPPORT$1,000
ONE WAY INTERNATIONAL
PO BOX 790386SAN ANTONIOTX78279501(C)(3)GENERAL SUPPORT$500
MORNINGSIDE MINISTRIES
700 BABCOCK ROADSAN ANTONIOTX78201501(C)(3)GENERAL SUPPORT$2,000
BSF INTERNATIONAL
19001 HUEBNER RDSAN ANTONIOTX78258501(C)(3)GENERAL SUPPORT$5,000
CROSSWAY INTERNATIONAL
PO BOX 174319ARLINGTONTX76003501(C)(3)GENERAL SUPPORT$1,000
S A YOUTH FOR CHRIST
5730 KENWICKSAN ANTONIOTX78238501(C)(3)GENERAL SUPPORT$10,000
THE NAVIGATORS
PO BOX 6000COLORADO SPRINGSCO80934501(C)(3)GENERAL SUPPORT$1,000
UTHSCSA PRESIDENTS COUNCI
7703 FLOYD CURL DRIVESAN ANTONIOTX78229501(C)(3)GENERAL SUPPORT$1,000
TORCHBEARERS
PO BOX 3340ESTES PARKCO80517501(C)(3)GENERAL SUPPORT$500
CHRIST HEALING CENTER
PO BOX 12778SAN ANTONIOTX78212501(C)(3)GENERAL SUPPORT$1,000
FAMILY LIFE
PO BOX 7111LITTLE ROCKAR72223501(C)(3)GENERAL SUPPORT$2,000
FOCUS ON THE FAMILY
8605 EXPLORER DRIVECOLORADO SPRINGSCO80920501(C)(3)GENERAL SUPPORT$15,000
THE RAFIKI FOUNDATION
PO BOX 1988EUSTISFL32727501(C)(3)GENERAL SUPPORT$15,000
ALLIANCE DEFENSE FUND
15100 N 90TH STREETSCOTTSDALEAZ85260501(C)(3)GENERAL SUPPORT$1,000
CTRC AT UTHSC
7703 FLOYD CURL DRIVESAN ANTONIOTX78229501(C)(3)GENERAL SUPPORT$1,000
DONALD REYNOLDS YMCA OF W
207 NORTH MAIN STREETWARRENAR71671501(C)(3)GENERAL SUPPORT$1,000
PRISON FELLOWSHIP MINISTR
PO BOX 1550MERRIFIELDVA22116501(C)(3)GENERAL SUPPORT$2,000
YOUNG LIFE SAN ANTONIO
10500 HERITAGE BLVD 120SAN ANTONIOTX78216501(C)(3)GENERAL SUPPORT$1,000
HAVEN FOR HOPE
1 HAVEN FOR HOPE WAYSAN ANTONIOTX78207501(C)(3)GENERAL SUPPORT$1,000
SA LIGHTHOUSE FOR THE BLI
2305 ROOSEVELT AVENUESAN ANTONIOTX78210501(C)(3)GENERAL SUPPORT$1,000
FIRST PRESBYTERIAN CHURCH
212 E CHURCH STREETWARRENAR71671501(C)(3)GENERAL SUPPORT$1,000
YOUNG AMERICAS FOUNDATION
217 STATE STREETSANTA BARBARACA93101501(C)(3)GENERAL SUPPORT$1,000
FAMILY TALK
PO BOX 51010COLORADO SPRINGSCO80949501(C)(3)GENERAL SUPPORT$25,000
SETON HOME
1115 MISSION ROADSAN ANTONIOTX78210501(C)(3)GENERAL SUPPORT$1,000
ASSISTANCE LEAGUE OF SAN
PO BOX 13130SAN ANTONIOTX78213501(C)(3)GENERAL SUPPORT$6,000
SOUTHWEST SCHOOL OF ART
300 AUGUSTASAN ANTONIOTX78205501(C)(3)GENERAL SUPPORT$1,000
BOY SCOUTS OF AMERICA- ALAMO AREA C
226 NW MILITARY DRIVESAN ANTONIOTX782131894501(C)(3)GENERAL SUPPORT$1,000
SAN ANTONIO FOOD BANK
5200 OLD HIGHWAY 90WSAN ANTONIOTX782272209501(C)(3)GENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year110000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$12,335ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$12,336ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA12336TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualJOHN R ELIZABETH G HANNAHContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1102 CASTLEOAKSAddressLine1
CitySAN ANTONIOCity
StateTXState
ZIP Code78213ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions300000AggregateContributions
Person Contribution TypeXPersonContributionType

Compensation Explanation CompensationExplanation

Compensation Compensation (2 entries)

JOHN R HANNAH
ELIZABETH G HANNAH

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooks
EXPENSES
BANK FEES105

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCode
ELIZABETH G HANNAH
102 CASTLEOAKSSAN ANTONIOTX78213
JOHN R HANNAH
102 CASTLEOAKSSAN ANTONIOTX78213

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
Category2010 TAX PAIDCategory
Amount$1,000Amount

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