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RALPH C HELLER FOUNDATION INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
RALPH C HELLER FOUNDATION INC (EIN 52-6034740)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-10-17
IRS object ID
201122939349300202
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)
Timestamp2011-10-17T07:23:43-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1PNC BANK NABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1TRUST TAX DEPARTMENTAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code152222705ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN526034740EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1RALPH C HELLER FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlRALPNameControl
Phone4127629161Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O PNC BANK 620 LIBERTY AVENUE NOAddressLine1
Address Line210THFLAddressLine2
CityPITTSBURGHCity
StatePAState
ZIP Code152222705ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJOEL SIMONName
TitlePRESIDENTTitle
Phone4127629161Phone
Date Signed2011-10-20DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMICHAEL BOKESCHName
Phone4127685206Phone
Date Prepared2011-10-05DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJOEL SIMONNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line12401 W BELVEDERE AVEAddressLine1
CityBALTIMORECity
StateMDState
ZIP Code21215ZIPCode
FieldValueIRS element (for citing)
Gross Receipts8358557GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1952YearFormation
State Legal DomicileMDStateLegalDomicile
Activity Or Mission DescriptionFINANCIAL SUPPORT OF JOHNS HOPKINS HOSPITAL, UNION MEMORIAL HOSPITAL AND SINAI HOSPITAL OF BALTIMORE FOR HEART AND CANCER RESEARCH AND TREATMENT.ActivityOrMissionDescription
Nbr Voting Members Governing Body6NbrVotingMembersGoverningBody
Nbr Independent Voting Members6NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year50979InvestmentIncomePriorYear
Investment Income Current Year445024InvestmentIncomeCurrentYear
Other Revenue Prior Year17866OtherRevenuePriorYear
Other Revenue Current Year5899OtherRevenueCurrentYear
Total Revenue Prior Year68845TotalRevenuePriorYear
Total Revenue Current Year450923TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year363933GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY251886GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year38574SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year11210OtherExpensePriorYear
Other Expenses Current Year61009OtherExpensesCurrentYear
Total Expenses Prior Year413717TotalExpensesPriorYear
Total Expenses Current Year312895TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-344872RevenuesLessExpensesPriorYear
Revenues Less Expenses CY138028RevenuesLessExpensesCY
Total Assets BOY9016464TotalAssetsBOY
Total Assets EOY9154406TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY9016464NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY9154406NetAssetsOrFundBalancesEOY
Mission DescriptionFINANCIAL SUPPORT OF JOHNS HOPKINS HOSPITAL, UNION MEMORIAL HOSPITAL AND SINAI HOSPITAL OF BALTIMORE FOR HEART AND CANCER RESEARCH AND TREATMENT.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense83962Expense
Grants83962Grants
DescriptionTHE JOHNS HOPKINS HOSPITAL GIFTS ARE USED FOR HEART AND CANCER RESEARCH AND TREATMENTDescription

Activity2 Activity2

FieldValueIRS element (for citing)
Expense83962Expense
Grants83962Grants
DescriptionSINAI HOSPITAL OF BALTIMORE GIFTS ARE USED FOR HEART AND CANCER RESEARCH AND TREATMENTDescription

Activity3 Activity3

FieldValueIRS element (for citing)
Expense83962Expense
Grants83962Grants
DescriptionTHE UNION MEMORIAL HOSPITAL GIFTS ARE USED FOR HEART AND CANCER RESEARCH AND TREATMENTDescription
FieldValueIRS element (for citing)
Total Program Service Expense251886TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members6NbrVotingGoverningBodyMembers
Number Independent Voting Members6NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body0MinutesOfGoverningBody
Minutes Of Committees0MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body0Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1PNC BANK NABusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number4127629161TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1620 LIBERTY AVENUEAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15222ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (3 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
JOEL SIMON
PRESIDENT1.00X000
THOMAS TRZCINSKI
VICE-PRESIDENT1.00X000
MICHAEL CATHER
SECRETARY-TREASURER1.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column280828TotalRevenueColumn
Exclusion$280,828ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities8071830Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities7907634Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities164196Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column164196TotalRevenueColumn
Exclusion$164,196ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmount
PROCEEDS ON CLASS ACTI9000994760$4,760
PARTNERSHIP INCOME9000991054$1,054
RETURN OF CAPITAL90009985$85
FieldValueIRS element (for citing)
Total Other Revenue5899TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column450923TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$450,923ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total251886Total
Program Services251886ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total700Total
Management And General700ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneral
INVESTMENT FEES3942739427
PURCHASE OF ACCRUED INC2059220592
FOREIGN TAXES215215
CLASS ACTION FILING FEE7575

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total312895Total
Program Services251886ProgramServices
Management And General61009ManagementAndGeneral
Fundraising0Fundraising

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY630735BOY
EOY388958EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY7785729BOY
EOY8165448EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY600000BOY
EOY600000EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY9016464BOY
EOY9154406EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY9013670BOY
EOY9146928EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY2794BOY
EOY7478EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY9016464BOY
EOY9154406EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY9016464BOY
EOY9154406EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses138028ReconcilationRevenueExpenses
Reconcilation Other Changes-85ReconcilationOtherChanges
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited0FSAudited
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type3 Func IntXSupportingOrg509a3Type3FuncInt
Certification CheckboxXCertificationCheckbox
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation (3 entries)

EINEINType Of OrganizationTypeOfOrganizationListed In Governing DocListedInGoverningDocSupported Organization NotifiedSupportedOrganizationNotifiedOrganized In USOrganizedInUSAmountAmount
THE JOHNS HOPKINS HOSPITAL
5205916563111$83,962
THE UNION MEMORIAL HOSPITAL
5205916853111$83,962
SINAI HOSPITAL OF BALTIMORE
5204865403111$83,962
FieldValueIRS element (for citing)
Total Number Of Supported Orgs3TotalNumberOfSupportedOrgs
Sum Of Amounts251886SumOfAmounts

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionLIMITED PARTNERSHIPSDescription
Book Value600000BookValue
Method Of ValuationCMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities600000TotalOfBookValueSecurities
Total Revenue450923TotalRevenue
Total Expenses312895TotalExpenses
Excess Or Deficit For Year138028ExcessOrDeficitForYear
Other-$85OtherAmount
Total Adjustments-85TotalAdjustments
Excess Or Deficit Per FS137943ExcessOrDeficitPerFS

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierPART XI, LINE 8 - OTHER ADJUSTMENTS:Identifier
ExplanationRETURN OF CAPITAL BASIS ADJUSTMENT -85.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained0RecordsMaintained

Recipient Table RecipientTable (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantMethod Of ValuationMethodOfValuationPurpose Of GrantPurposeOfGrant
THE JOHNS HOPKINS HOSPITAL
600 NORTH WOLFE STREETBALTIMOREMD21287520591656501(C)(3)83962FMVFOR HEART AND CANCER RESEARCH AND TREATMENT
SINAI HOSPITAL OF BALTIMORE
2401 W BELVEDERE AVEBALTIMOREMD21215520591685501(C)(3)83962FMVFOR HEART AND CANCER RESEARCH AND TREATMENT
THE UNION MEMORIAL HOSPITAL
201 EAST UNIVERSITY PARKWAYBALTIMOREMD21218520486540501(C)(3)83962FMVFOR HEART AND CANCER RESEARCH AND TREATMENT
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants3TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION A, LINE 8ATHE RALPH C HELLER FOUNDATION INC. IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
FORM 990, PART VI, SECTION A, LINE 8BTHE RALPH C HELLER FOUNDATION INC. IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
FORM 990, PART VI, SECTION B, LINE 11PNC BANK AS AGENT FOR TRUSTEE OF THE TRUST PREPARES THE TAX RETURNS FOR THIS TRUST. UPON COMPLETION, TAX RETURN IS SENT TO TRUSTEE FOR REVIEW AND SIGNATURE.
THE CONFLICT OF INTEREST POLICY OF PNC CHARITABLE TRUST REQUIRES AN ANNUAL AFFIRMATION THAT IT HAS BEEN RECEIVED, READ, UNDERSTOOD AND AGREED TO BE COMPLIED WITH. IN ADDITION THE POLICY REQUIRES AN ANNUAL DISCLOSURE OF THE EXISTENCE AND NATURE OF ANY AFFILIATION IN WHICH A PARTY WOULD BE CONSIDERED AN "INTERESTED PERSON" UNDER THE POLICY.FORM 990, PART VI, SECTION B, LINE 12C
FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST AND FROM GUIDESTAR.COM. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.FORM 990, PART VI, SECTION C, LINE 19
CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETCJOEL SIMON - C/O PNC BANK, 2 HOPKINS PLAZA, BALTIMORE, MD 21201. THOMAS TRZCINSKI - C/O PNC BANK, 2 HOPKINS PLAZA, BALTIMORE, MD 21201. MICHAEL CATHER - C/O PNC BANK, 2 HOPKINS PLAZA, BALTIMORE, MD 21201.FORM 990, PART VII
CHANGES IN NET ASSETS OR FUND BALANCES:RETURN OF CAPITAL BASIS ADJUSTMENT -85. TOTAL TO FORM 990, PART XI, LINE 5: -85.FORM 990, PART XI, LINE 5: