Civic Intelligence

Laverna Hahn Charitable Trust

990PF • Fiscal year 2021 • EIN 52-1585047

Dec 01, 2020 to Nov 30, 2021 • Filed on Apr 07, 2022

Organization Profile
7 St Paul Street No 1500Baltimore, MD 21202

(410) 347-8770

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

92nd percentile

75%

Higher net margin than 92% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

75th percentile

20%

Faster asset growth than 75% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

76th percentile

53%

Faster revenue growth than 76% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$37,825,615

Up $6,328,759 (+20%) from 2020

Net Assets

Up

$37,825,615

Up $6,328,759 (+20%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin92nd percentile

Revenue

Up

$8,429,959

Up $2,917,402 (+53%) from 2020

Expenses

Up

$2,101,200

Up $42,477 (+2.1%) from 2020

Net Income

Up

$6,328,759

Up $2,874,925 (+83%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2011: $23,480,013Liabilities 2011: $02011Assets 2012: $23,275,975Liabilities 2012: $02012Assets 2013: $23,679,109Liabilities 2013: $02013Assets 2014: $24,490,928Liabilities 2014: $02014Assets 2015: $24,855,196Liabilities 2015: $02015Assets 2019: $28,043,022Liabilities 2019: $02019Assets 2020: $31,496,856Liabilities 2020: $0Net Assets 2020: $31,496,8562020Assets 2021: $37,825,615Liabilities 2021: $0Net Assets 2021: $37,825,6152021Assets 2022: $36,433,913Liabilities 2022: $0Net Assets 2022: $36,433,9132022Assets 2023: $35,534,610Liabilities 2023: $0Net Assets 2023: $35,534,6102023Assets 2024: $34,770,749Liabilities 2024: $0Net Assets 2024: $34,770,7492024

Highlighted filing

2021

Assets$37,825,615
Liabilities$0
Net Assets$37,825,615
Open 2021 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $1,256,810Expenses 2011: $1,561,364Net Income 2011: -$304,5542011Revenue 2012: $1,219,993Expenses 2012: $1,635,893Net Income 2012: -$415,9002012Revenue 2013: $2,030,335Expenses 2013: $1,627,201Net Income 2013: $403,1342013Revenue 2014: $2,627,908Expenses 2014: $1,816,089Net Income 2014: $811,8192014Revenue 2015: $2,329,585Expenses 2015: $1,965,317Net Income 2015: $364,2682015Revenue 2019: $2,935,211Expenses 2019: $2,061,774Net Income 2019: $873,4372019Revenue 2020: $5,512,557Expenses 2020: $2,058,723Net Income 2020: $3,453,8342020Revenue 2021: $8,429,959Expenses 2021: $2,101,200Net Income 2021: $6,328,7592021Revenue 2022: $756,757Expenses 2022: $2,148,459Net Income 2022: -$1,391,7022022Revenue 2023: $1,128,816Expenses 2023: $2,028,119Net Income 2023: -$899,3032023Revenue 2024: $1,381,876Expenses 2024: $2,145,737Net Income 2024: -$763,8612024

Highlighted filing

2021

Revenue$8,429,959
Expenses$2,101,200
Net Income$6,328,759
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Apr 7, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert SloanTrustee-$0--
Frederick S KoontzTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSee attached scheduleUnrestricted-see attached, MD, US$1,810,000
Filing and Contact Details

Filer

Filer Name
Laverna Hahn Charitable Trust
EIN
52-1585047
Phone
4103478770
Address
7 St Paul Street No 1500, Baltimore, MD 21202

Signing Officer

Name
Frederick S Koontz
Title
Trustee
Phone
4103478770
Signed
2022-04-07
Discuss with paid preparer
Yes

Preparer

Firm
Whiteford Taylor & Preston LLP
Address
7 Saint Paul Street, Baltimore, MD 21202
Preparer
Frederick Koontz
Phone
4103478700
Raw XML Appendix327 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt035781176
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt042109625
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0499871
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt07930088
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd001
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt07930088
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt039009
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt039009
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01810000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01810000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0499871
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt06328759
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt011772915
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01849009
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02101200
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt08429959
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt08429959
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt039009
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0291200
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt036140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17665850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-2364
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt483015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt036140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17665850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-2364
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3147447
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt483015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0963440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt110579013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2147447
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt383015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0see attached schedule
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1see attached schedule
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2basis amortization adj
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3long term cg distribution
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4short term cg distribution
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt07930088
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt06328759
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt037825615
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt031496856
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt037825615
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01786444
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01786444
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01786444
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01900866
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0114422
IRS990PF/DistributableAmountGrp/TotalTaxAmt0114422
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt031
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt055000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0114422
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt059453
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IRS990PF/FMVAssetsEOYAmt044055729
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt023078227
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt023078227
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt040
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt040
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt040
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01955152
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0404035
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0305700
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt021245624
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt035781176
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt042109625
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt041396
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt055000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt055000
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt08418629
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt014747388
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt08254644
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01585364
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt031496856
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt044055729
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt031496856
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt037825615
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt031496856
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt037825615
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt038596265
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02385256
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt036161110
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0578944
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt049899
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01900866
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt038017321
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt038596265
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Robert Sloan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Frederick S Koontz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05223 SE Club Way
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt17 St Paul St - Suite 1500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Stuart
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Baltimore
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034997
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01849009
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01849009
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01849009
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
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IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Frederick S Koontz
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt07 St Paul Street - Suite 1500
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Baltimore
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd021202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MD
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04103478770
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Letter applications; information should include charitable activity, background, purposes, etc
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Frederick S Koontz
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04103478770
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt07 St Paul St- Ste 1500
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Baltimore
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd021202
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0please contact
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0please contact
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See attached schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0see attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0see attached
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt056875
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01792134
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01786444
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01849009
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt05000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt041396
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Tax credit
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt055000
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Brown Adv, UBS Financial, account fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Administration expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Foreign tax
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0142417
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt17008
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt24710
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0142417
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17008
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24710
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt30
TaxesSchedule/TaxesDetail/Amt054047
TaxesSchedule/TaxesDetail/CategoryTxt0Excise tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Frederick S Koontz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04103478770
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Laverna Hahn Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0LAVE
ReturnHeader/Filer/EIN0521585047
ReturnHeader/Filer/PhoneNum04103478770
ReturnHeader/Filer/USAddress/AddressLine1Txt07 St Paul Street No 1500
ReturnHeader/Filer/USAddress/CityNm0Baltimore
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0520619214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Whiteford Taylor & Preston LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07 Saint Paul Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Baltimore
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021202
ReturnHeader/PreparerPersonGrp/PhoneNum04103478700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Frederick Koontz
ReturnHeader/ReturnTs02022-04-07T07:44:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Frederick
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Koontz
ReturnHeader/TaxPeriodBeginDt02020-12-01
ReturnHeader/TaxPeriodEndDt02021-11-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,825,615
Liabilities
$0
Net assets
$37,825,615
Revenue
$8,429,959
Expenses
$2,101,200
Net income
$6,328,759
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$34.8$0.00$34.8$1.38$2.15$0.76
2023Detailed filing. Detailed filing data is available for this year.$35.5$0.00$35.5$1.13$2.03$0.90
2022Detailed filing. Detailed filing data is available for this year.$36.4$0.00$36.4$0.76$2.15$1.39
2021Detailed filing. Detailed filing data is available for this year.$37.8$0.00$37.8$8.43$2.10$6.33
2020Detailed filing. Detailed filing data is available for this year.$31.5$0.00$31.5$5.51$2.06$3.45
2019Summary only. Only limited summary data is available for this year.$28.0$0.00$2.94$2.06$0.87
2015Summary only. Only limited summary data is available for this year.$24.9$0.00$2.33$1.97$0.36
2014Summary only. Only limited summary data is available for this year.$24.5$0.00$2.63$1.82$0.81
2013Summary only. Only limited summary data is available for this year.$23.7$0.00$2.03$1.63$0.40
2012Summary only. Only limited summary data is available for this year.$23.3$0.00$1.22$1.64$0.42
2011Summary only. Only limited summary data is available for this year.$23.5$0.00$1.26$1.56$0.30