HENRY E HALLER JR FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
HENRY E HALLER JR FOUNDATION (EIN 52-2250015)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-08-01
IRS object ID
201142139349100004
Schema version
2010v3.4
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)
Timestamp2011-08-01T12:02:47-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1LOVE SCHERLE & BAUER PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1310 GRANT STREET SUITE 1020AddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code152192295ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN522250015EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1HENRY E HALLER JR FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlHENRNameControl
Phone4126838886Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 110257AddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15232ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLINDA BOYCE HALLERName
TitleEXECUTIVE DIRECTORTitle
Phone4126838886Phone
Date Signed2011-07-19DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJOSEPH S SCHERLEName
Phone4122818270Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY5789171FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss780000ContriReceivedRevAndExpnss
Dividends Rev And Expnss135782DividendsRevAndExpnss
Dividends Net Invst Incm110170DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss58586NetGainSaleAssetsRevAndExpnss
Gross Sales Price1041831GrossSalesPrice
Capital Gain Net Incm Net Invst Incm179130CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses974368TotalRevenueAndExpenses
Total Net Investment Income289300TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss36000CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm9000CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps27000CompOfcrDirTrstDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss15365PensionEmplBnftRevAndExpnss
Pension Empl Bnft Net Invst Incm3841PensionEmplBnftNetInvstIncm
Pension Empl Bnft Dsbrs Chrtbl Prps11524PensionEmplBnftDsbrsChrtblPrps
Accounting Fees Rev And Expnss8651AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps8651AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss25265OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm22665OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps2600OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss4032TaxesRevAndExpnss
Taxes Net Invst Incm1814TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps2218TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss1575OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps1575OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss90888TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm37320TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps53568TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss206920ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps206920ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss297808TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm37320TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps260488TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses676560ExcessOfRevenueOverExpenses
Net Investment Income251980NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY19548CashBOY
Cash EOY3624CashEOY
Cash EOYFMV3624CashEOYFMV
Savings And Temp Cash Invst BOY95214SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY55836SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV55836SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY673575InvestmentsGovtObligBOY
Investments Govt Oblig EOY1081059InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV1083506InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY2784761InvestmentsCorpStockBOY
Investments Corp Stock EOY3431988InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV4017950InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY838213InvestmentsCorpBondsBOY
Investments Corp Bonds EOY505761InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV507966InvestmentsCorpBondsEOYFMV
Investments Other BOY107256InvestmentsOtherBOY
Investments Other EOY106417InvestmentsOtherEOY
Investments Other EOYFMV120289InvestmentsOtherEOYFMV
Land Building And Equipment Basis7466LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip7466AccumDeprecLandBldgAndEquip
Total Assets BOY4518567TotalAssetsBOY
Total Assets EOY5184685TotalAssetsEOY
Total Assets EOYFMV5789171TotalAssetsEOYFMV
Accounts Payable BOY4189AccountsPayableBOY
Other Liabilities BOY13309OtherLiabilitiesBOY
Other Liabilities EOY7056OtherLiabilitiesEOY
Total Liabilities BOY17498TotalLiabilitiesBOY
Total Liabilities EOY7056TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY4501069RetainedEarningsBOY
Retained Earnings EOY5177629RetainedEarningsEOY
Total Net Assets BOY4501069TotalNetAssetsBOY
Total Net Assets EOY5177629TotalNetAssetsEOY
Total Liabilities Net Assets BOY4518567TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY5184685TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY4501069TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses676560ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal5177629Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY5177629TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (42 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
AMERISOURCEBERGENP2004-12-022010-01-2921936107871114911149
BECTON DICKSONP2006-01-102010-04-1915579865569246924
BP PLCD2001-10-312010-06-093376147892897228972
BP PLCP2008-01-312010-06-091350425454-11950-11950
C.R. BARDP2002-12-042010-04-191715355821157111571
CLARCORP2006-01-102010-11-1588114515473656736567
CLARCORP2006-01-102010-11-1522031727476476
CLARCORP2006-01-102010-11-1540053141864864
CLARCORP2006-01-102010-11-1540053141864864
CLARCORP2006-01-102010-11-155808455412541254
CLARCORP2006-08-162010-11-154005285911461146
CLARCORP2006-08-162010-11-158010571922912291
DUPONTD2007-05-142010-11-095497227085226452264
LUBRIZOL CORPORATIONP2009-02-042010-04-1367576252004237642376
MEDTRONICP2001-10-312010-01-153998151879-11898-11898
BERKSHIRE HATHAWAY 4.125%P2008-03-192010-01-155000051122-1122-1122
BP CAPITAL PLC 5.25%P2008-12-302010-06-084942852815-3387-3387
CLOROX 4.2%P2005-11-292010-01-15500004846815321532
CONOCO FUNDING 6.35%P2008-08-272010-08-035345153279172172
EMERSON ELECTRIC 7.125%P2003-08-272010-08-155000056710-6710-6710
JOHN DEERE CAP 4.875%P2006-04-262010-10-15500004869213081308
WAL-MART STORES 4%P2005-10-142010-01-15500004851014901490
COMMONWEALTH PA 5.08%P2005-11-172010-06-015000050010-10-10
OHIO ST HSG FIN 5.771%P2007-07-122010-03-0150005002-2-2
PHOENIX AZ CI 5.455%P2007-06-072010-07-012500025010-10-10
RHODE ISLAND HSG 5.72%P2007-06-132010-04-012500025010-10-10
WISCONSIN HSG 5.297%P2006-10-122010-03-012500025010-10-10
US TREASURY BILL 3/7/11P2010-09-162010-11-0249975499522323
US TREASURY BILL 12/16/10P2010-09-162010-12-1699984999651919
ABBOTT LABS CALL 55 5/22/10P2010-05-222009-10-15134513451345
AMGEN INC. CALL 65 1/16/10P2010-01-162009-07-22191819181918
AMGEN INC. CALL 65 10/16/10P2010-01-162009-07-22200220022002
DUPONT CALL 33 4/17/10P2009-09-302010-04-1735658774-5209-5209
DUPONT CALL 35 1/22/11P2010-11-082010-04-13510351035103
DUPONT CALL 40 1/22/11P2010-11-092010-04-13117211721172
IBM CALL 130 1/16/10P2009-10-152010-01-16226896813001300
IBM CALL 135 4/17/10P2010-04-172010-01-19160716071607
MEDTRONIC CALL 40 1/16/10P2010-01-152009-06-01148148148
MEDTRONIC CALL 40 1/16/10P2010-01-162009-06-01133513351335
PNC BANK CALL 50 2/20/10P2009-10-142010-02-2023451639706706
PNC BANK CALL 55 8/21/10P2010-07-012010-08-2131774023-846-846
CAPITAL GAINS DIVIDENDSP239623962396
FieldValueIRS element (for citing)
Capital Gain Net Income179130CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1239122QualifyingDistributionsYear1
Noncharitable Assets Year14389153NoncharitableAssetsYear1
Distribution Ratio Year10.054480DistributionRatioYear1
Qualifying Distributions Year2226334QualifyingDistributionsYear2
Noncharitable Assets Year25092777NoncharitableAssetsYear2
Distribution Ratio Year20.044442DistributionRatioYear2
Qualifying Distributions Year3259406QualifyingDistributionsYear3
Noncharitable Assets Year35536150NoncharitableAssetsYear3
Distribution Ratio Year30.046857DistributionRatioYear3
Qualifying Distributions Year4215090QualifyingDistributionsYear4
Noncharitable Assets Year45028330NoncharitableAssetsYear4
Distribution Ratio Year40.042776DistributionRatioYear4
Qualifying Distributions Year5200406QualifyingDistributionsYear5
Noncharitable Assets Year54299467NoncharitableAssetsYear5
Distribution Ratio Year50.046612DistributionRatioYear5
Total Distribution Ratio0.235167TotalDistributionRatio
Average Distribution Ratio0.047033AverageDistributionRatio
Net Noncharitable Assets5086626NetNoncharitableAssets
Adjusted Noncharitable Assets239239AdjustedNoncharitableAssets
One Percent Net Investment Income2520OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One241759AdjNonchrtblAssetsAndOnePct
Qualifying Distributions260488QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax2520InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal2520Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income2520TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment7020EstTaxPaymentsAndOverpayment
Total Credits And Payments7020TotalCreditsAndPayments
Overpayment4500Overpayment
Amount Credited To Next Year4500AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithPAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameJOSEPH S SCHERLE CPABooksInCareOfPersonName
Books In Care Of Phone Number4122818270BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1310 GRANT STREET SUITE 1020AddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code152192295ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person1PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions0ActsFailToQualifyAsExceptions
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowancesAddress Line2USAddress/AddressLine2
HENRY E HALLER JR
2100 SOUTH OCEAN LANE HARBOUR BEACHFORT LAUDERDALEFL33316TRUSTEE0.00000
LINDA L BOYCE HALLER
2100 SOUTH OCEAN LANE HARBOUR BEACHFORT LAUDERDALEFL33316EXECUTIVE DIRECTOR/TRUSTEE20.0036000153640
JOSEPH S SCHERLE CPA
LOVE SCHERLE BAUER PC 310 GRANTPITTSBURGHPA152192295TRUSTEE0.00000STREET SUITE 1020
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities5130414AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances33673AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets5164087TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets5164087AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable77461CashDeemedCharitable
Net Noncharitable Assets5086626NetNoncharitableAssets
Minimum Investment Return254331MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return254331MinimumInvestmentReturn
Tax Based On Investment Income2520TaxBasedOnInvestmentIncome
Total Tax2520TotalTax
Distributable Amount Before Adj251811DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded251811DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted251811DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions260488ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions260488QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm2520OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions257968AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted251811DistributableAmountAsAdjusted
Undistributed Income Prior Year172626UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions260488QualifyingDistributions
Applied To Year1172626AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year87862AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY163949UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerHENRY E HALLER JRContributingManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameLINDA BOYCE HALLERRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 110257AddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15232ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number4126838886RecipientPhoneNumber
Form And Info And MaterialsAMOUNT REQUESTED AND PROPOSED USE OF FUNDSFormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsNONERestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (55 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
ALLEGHENY CEMETERY
4734 BUTLER STREETPITTSBURGHPA15201NONEPUBLIC CHARITYAS THE DONEE SEES FIT$100
AMERICAN LEGION
1751 ARLINGTON AVENUEPITTSBURGHPA15210NONEPUBLIC CHARITYAS DONEE SEES FIT$100
ANIMAL FRIENDS
562 CAMP HORNE ROADPITTSBURGHPA15237NONEPUBLIC CHARITYAS DONEE SEES FIT$50
BOYS & GIRLS CLUB
5432 BUTLER STREETPITTSBURGHPA15201NONEPUBLIC CHARITYAS DONEE SEES FIT$5,000
BROTHER'S BROTHER FOUNDATION
1200 GALVESTON AVENUEPITTSBURGHPA15233NONEPUBLIC CHARITYAS DONEE SEES FIT$10,000
BROWARD CENTER FOR THE PERFORMING ARTS
201 SW FIFTH AVENUEFORT LAUDERDALEFL33312NONEPUBLIC CHARITYAS DONEE SEES FIT$5,000
CAPITAL RESEARCH CENTER
1513 16TH STREETNWWASHINGTONDC20036NONEPUBLIC CHARITYANNUAL APPEAL$10,000
CARNEGIE LIBRARY OF PITTSBURGH
4400 FORBES AVENUEPITTSBURGHPA15213NONEPUBLIC CHARITYANNUAL APPEAL$500
CARNEGIE MELLON UNIVERSITY
SCHENLEY PARKPITTSBURGHPA15213NONEPUBLIC CHARITYAS THE DONEE SEES FIT$1,000
CARNEGIE MUSEUMS OF PITTSBURGH
4400 FORBES AVENUEPITTSBURGHPA15213NONEPUBLIC CHARITYANNUAL APPEAL$5,000
CATO INSTITUTE
1000 MASSACHUSETTS AVE NWWASHINGTONDC20001NONEPUBLIC CHARITYANNUAL APPEAL$1,000
CHURCH OF THE ASCENSION
4729 ELLSWORTH AVEPITTSBURGHPA15213NONEPUBLIC CHARITYANNUAL APPEAL$1,000
CLARE BOOTH LUCE POLICY INSTITUTE
112 ELDEN STREET SUITE PHERNDONVA20170NONEPUBLIC CHARITYAS THE DONEE SEES FIT$1,000
COMMONWEALTH FOUNDATION FOR PUBLIC POLICY ALTERNATIVES
25 STATE STREET SUITE 302HARRISBURGPA17110NONEPUBLIC CHARITYANNUAL FUND$1,500
DELTA TAU DELTA EDUCATION FOUNDATION
10000 ALLISONVILLE ROADFISHERSIN46038NONEPUBLIC CHARITYAS THE DONEE SEES FIT$2,500
DUQUESNE UNIVERSITY
600 FORBES AVENUEPITTSBURGHPA15282NONEPUBLIC CHARITYAS THE DONEE SEES FIT$500
FREEDOM CENTER
PO BOX 130707HOUSTONTX772190707NONEPUBLIC CHARITYANNUAL APPEAL$5,000
FRICK ART & HISTORY CENTER
7227 REYNOLDS DRIVEPITTSBURGHPA15208NONEPUBLIC CHARITYAS THE DONEE SEES FIT$1,000
GEORGE MASON UNIVERSITY
4400 UNIVERSITY DRFAIRFAXVA22030NONEPUBLIC CHARITYANNUAL APPEAL$1,000
GILDA'S CLUB - SOUTH FLORIDA
119 ROSE DRIVEFORT LAUDERDALEFL33316NONEPUBLIC CHARITYAS DONEE SEES FIT$5,000
HEINZ HISTORY CENTER
1212 SMALLMAN STREETPITTSBURGHPA15222NONEPUBLIC CHARITYAS THE DONEE SEES FIT$2,250
HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NEWASHINGTONDC20002NONEPUBLIC CHARITYAS THE DONEE SEES FIT$20,000
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI49242NONEPUBLIC CHARITYAS THE DONEE SEES FIT$1,000
HOLY CROSS HOSPITAL
4725 NORTH FEDERAL HIGHWAYFORT LAUDERDALEFL33308NONEPUBLIC CHARITYAS DONEE SEES FIT$5,000
JUDICIAL WATCH
501 SCHOOL STREET SW SUITE 500WASHINGTONDC20024NONEPUBLIC CHARITYANNUAL APPEAL$1,000
MAKE-A-WISH FOUNDATION
555 GRANT STREET SUITE 455PITTSBURGHPA15219NONEPUBLIC CHARITYAS DONEE SEES FIT$5,000
MASONIC CHARITIES
ONE MASONIC DRIVEELIZABETHTOWNPA170222199NONEPUBLIC CHARITYANNUAL APPEAL$300
MAYO FOUNDATION
200 FIRST STREET SWROCHESTERMN55905NONEPUBLIC CHARITYANNUAL APPEAL$800
MEDIA RESEARCH CENTER
325 S PATRICK STALEXANDRIAVA22314NONEPUBLIC CHARITYANNUAL APPEAL$25,000
MILITARY ORDER OF THE WORLD WARS
5308 CASTE DRPITTSBURGHPA15236NONEPUBLIC CHARITYAS DONEE SEES FIT$100
MUSEUM OF ART - FORT LAUDERDALE
1 EAST LAS OLAS BLVDFORT LAUDERDALEFL33301NONEPUBLIC CHARITYAS DONEE SEES FIT$5,000
NATIONAL LEGAL & POLICY CENTER
107 PARK WASHINGTON COURTFALLS CHURCHVA22046NONEPUBLIC CHARITYANNUAL FUND$20,000
NAVY LEAGUE OF THE UNITED STATES
2300 WILSON BLVDARLINGTONVA22201NONEPUBLIC CHARITYAS DONEE SEES FIT$5,000
NEW YORK INSTITUTE FOR THE HUMANITIES
20 COOPER SQUARE FIFTH FLOORNEW YORKNY10003NONEPUBLIC CHARITYAS DONEE SEES FIT$1,000
NORTH CATHOLIC HIGH SCHOOL
1400 TROY HILL ROADPITTSBURGHPA15212NONEPUBLIC CHARITYBUILDING FUND$500
NOTRE DAME UNIVERSITY
731 GRACE HALLNOTRE DAMEIN46556NONEPUBLIC CHARITYAS THE DONEE SEES FIT$500
PHIPPS CONSERVATORY & BOTANICAL GARDEN
1 SCHENLEY PARKPITTSBURGHPA15213NONEPUBLIC CHARITYANNUAL APPEAL$1,000
PITTSBURGH CULTURAL TRUST
803 LIBERTY AVEPITTSBURGHPA15222NONEPUBLIC CHARITYANNUAL APPEAL$5,000
PITTSBURGH OPERA
2425 LIBERTY AVEPITTSBURGHPA15222NONEPUBLIC CHARITYAS DONEE SEES FIT$2,000
PITTSBURGH SYMPHONY ORCHESTRA
600 PENN AVEPITTSBURGHPA15222NONEPUBLIC CHARITYANNUAL APPEAL$1,000
SCOTTISH RITE CHARITIES
PO BOX 970021BOSTONMA022970021NONEPUBLIC CHARITYANNUAL APPEAL$300
SHRINER'S HOSPITALS
PO BOX 31356TAMPAFL33631NONEPUBLIC CHARITYAS DONEE SEES FIT$10,000
SOUTHEASTERN LEGAL FOUNDATION
PO BOX 1514MERRIFIELDVA22116NONEPUBLIC CHARITYANNUAL APPEAL$200
ST PAUL CATHOLIC CHURCH
128 N MCKEAN STBUTLERPA16001NONEPUBLIC CHARITYAS DONEE SEES FIT$1,000
ST SEBASTIAN ROMAN CATHOLIC CHURCH
311 SIEBERT ROADPITTSBURGHPA15237NONEPUBLIC CHARITYAS DONEE SEES FIT$1,000
SYMPHONY OF THE AMERICAS
2425 E COMMERCIAL BLVDFORT LAUDERDALEFL33308NONEPUBLIC CHARITYAS DONEE SEES FIT$5,000
SYRIA SHRINE TEMPLE
1877 SHRINERS WAYCHESWICKPA15024NONEPUBLIC CHARITYAS DONEE SEES FIT$20
THIEL COLLEGE
75 COLLEGE AVENUEGREENVILLEPA161252181NONEPUBLIC CHARITYANNUAL APPEAL$5,000
UNITED SERVICE ORGANIZATION
2111 WILSON BLVD STE 1200ALEXANDRIAVA22201NONEPUBLIC CHARITYAS DONEE SEES FIT$10,000
UNIVERSITY OF PITTSBURGH
200 LOTHROP STREETPITTSBURGHPA15213NONEPUBLIC CHARITYAS THE DONEE SEES FIT$5,000
WASHINGTON LEGAL FOUNDATION
2009 MASSACHUSETTS AVE NWWASHINGTONDC20036NONEPUBLIC CHARITYANNUAL APPEAL$300
WEST PENN HOSPITAL
4818 LIBERTY AVEPITTSBURGHPA15222NONEPUBLIC CHARITYBURN UNIT$10,000
WORLD YOUTH CRUSADE FOR FREEDOM INC
11 NORTH CARLISLE STREET SUITE 202GREENCASTLEPA17225NONEPUBLIC CHARITYANNUAL APPEAL$300
WQED
4802 FIFTH AVENUEPITTSBURGHPA15213NONEPUBLIC CHARITYAS DONEE SEES FIT$100
YOUNG AMERICA FOUNDATION
110 ELDEN STREETHERNDONVA20170NONEPUBLIC CHARITYANNUAL APPEAL$1,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year206920TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$135,782ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$58,586ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$194,368ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA194368TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualHENRY E HALLER JRContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line12100 SOUTH OCEAN LANE HARBOUR BEACHAddressLine1
CityFORT LAUDERDALECity
StateFLState
ZIP Code33316ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions780000AggregateContributions
Noncash Contribution TypeXNoncashContributionType

Noncash Property NoncashProperty

FieldValueIRS element (for citing)
Contributor Number From Part I1ContributorNumberFromPartI
Noncash Property Description19,500 SHARES OF BP AMOCO COMMON STOCKNoncashPropertyDescription
Fair Market Value780000FairMarketValue
Date Received2010-08-03DateReceived

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$8,651Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps8651DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (12 entries)

Name Of BondNameOfBondEOY Book ValueEOYBookValueEOYFMVEOYFMV
WEYERHAUSER 6.75% 3/15/125402052872
GECC 6.125%5313350364
IBM CORP 7.5%5439857299
CISCO SYSTEMS INC. 5.25%5170150327
COCA COLA CO 5.75%5886055577
HEWLETT PACKARD 6.5%5303554154
PEPSICO 4.65%5110653689
ALLIED WASTE NORT 7.125%2388526437
AMERISOURCEBERGEN 5.625%2641326613
UNION PACIFIC 5.45%2563926948
VERIZON FLA 6.125%2642627213
VULCAN MATERIALS 6.3%2714526473

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (34 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
ABBOTT LABS5905757492
AMGEN4796138430
BERKSHIRE HATHAWAY B95400200275
GENERAL ELECTRIC463496146320
MICROSOFT8176372566
PEPSICO124778182924
SCHLUMBERGER61243116900
IBM CORP.97856146760
C.R. BARD33494110124
DENTSPLY INTERNATIONAL4150085425
AMERISOURCEBERGEN3775695536
UNILEVER68858109900
BECTON DICKSON & CO.63198109876
EMERSON ELECTRIC79966125774
EXXON MOBIL70280102368
JOHNSON & JOHNSON10107498960
EATON CORP.103115142114
SYSCO8309773500
PNC FINL SERVICES GP INC87023109296
UNITED PARCEL SERVICE B8218187096
CISCO SYSTEMS6743658667
COLGATE-PALMOLIVE CO7941488407
PRAXAIR4907176376
REPUBLIC SERVICES INC7042786594
LUBRIZOL CORPORATION2585080160
AUTO DATA PROCESSING5445869420
CONOCOPHILLIPS6830988530
GENERAL DYNAMICS5811763864
JPMORGAN CHASE6139667872
WAL-MART STORES6742570109
BCE INC.6681688650
BP AMOCO780000861315
PFIZER5000652530
SYNOPSIS5016753820

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Securities EOY Book Value49952USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV49988USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val1031107StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV1033518StateLocalSecuritiesEOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (4 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
LIBERTY PROPERTY TRUSTAT COST2863228728
PLUM CREEK TIMBERAT COST1932122470
RAYONIER REITAT COST1946735451
FIRST POTOMAC REALTYAT COST3899733640

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionOFFICE EXPENSESDescription
Revenue And Expenses Per Books1575RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps1575DisbursementsCharitablePrps

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionBOY Book ValueBOYBookValueEOY Book ValueEOYBookValue
WITHHELD PAYROLL TAXES385387
OPEN CALL OPTIONS129246669

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
INVESTMENT FEES$22,665226650
SECRETARIAL FEES$2,60002600

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
FOREIGN INCOME TAXES$1,07410740
PAYROLL TAXES$2,9587402218

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