James Stuart Haldan Charitable Foundation

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,629
Expenses
$430,218
Net Income
-$417,589
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,038
24.1%
Dividends $0
Sales of Assets $9,591
75.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $425,381
98.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Other
James Stuart Haldan (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$30,671
Expenses
$1,215,017
Net Income
-$1,184,346
Net Assets
$501,201
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $886
2.9%
Dividends $16,388
53.4%
Sales of Assets $13,397
43.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,207,613
99.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $501,201
Total Liabilities $0
Net Assets $501,201
Compensation
Key Employees and Officers Compensation Other
James Stuart Haldan (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$125,377
Expenses
$58,936
Net Income
$66,441
Net Assets
$1,598,885
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,579
4.4%
Dividends $26,420
21.1%
Sales of Assets $93,378
74.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,000
84.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,598,885
Total Liabilities $0
Net Assets $1,598,885
Compensation
Key Employees and Officers Compensation Other
James Stuart Haldan (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,748
Expenses
$11,547
Net Income
-$3,799
Net Assets
$1,508,717
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,078
65.5%
Dividends $28,957
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $750
6.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,508,718
Total Liabilities $1
Net Assets $1,508,717
Compensation
Key Employees and Officers Compensation Other
James Stuart Haldan (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$195,236
Expenses
$1,065,966
Net Income
-$870,730
Net Assets
$1,486,526
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,997
1.0%
Dividends $42,642
21.8%
Sales of Assets $150,597
77.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,057,000
99.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,486,527
Total Liabilities $1
Net Assets $1,486,526
Compensation
Key Employees and Officers Compensation Other
James Stuart Haldan (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$93,740
Expenses
$357,497
Net Income
-$263,757
Net Assets
$2,380,322
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,687
1.8%
Dividends $57,471
61.3%
Sales of Assets $34,582
36.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $340,000
95.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,380,322
Total Liabilities $0
Net Assets $2,380,322
Compensation
Key Employees and Officers Compensation Other
James Stuart Haldan (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$66,925
Expenses
$45,368
Net Income
$21,557
Net Assets
$2,592,379
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,667
5.5%
Dividends $51,612
77.1%
Sales of Assets $11,646
17.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,000
66.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,592,379
Total Liabilities $0
Net Assets $2,592,379
Compensation
Key Employees and Officers Compensation Other
James Stuart Haldan (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$410,239
Expenses
$126,942
Net Income
$283,297
Net Assets
$2,382,819
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $329
0.1%
Dividends $9,579
2.3%
Sales of Assets $400,331
97.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $123,200
97.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,382,819
Total Liabilities $0
Net Assets $2,382,819
Compensation
Key Employees and Officers Compensation Other
James Stuart Haldan (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$117,387
Expenses
$67,938
Net Income
$49,449
Net Assets
$1,889,097
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $48,507
41.3%
Sales of Assets $68,868
58.7%
Other Income $12
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,000
73.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,889,097
Total Liabilities $0
Net Assets $1,889,097

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$176,830
Expenses
$129,060
Net Income
$47,770
Net Assets
$1,839,132
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $42,933
24.3%
Sales of Assets $133,428
75.5%
Other Income $469
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $115,000
89.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,839,132
Total Liabilities $0
Net Assets $1,839,132

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$115,155
Expenses
$166,519
Net Income
-$51,364
Net Assets
$1,791,534
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $48,070
41.7%
Sales of Assets $67,085
58.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $151,000
90.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,791,534
Total Liabilities $0
Net Assets $1,791,534

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$67,266
Expenses
$146,686
Net Income
-$79,420
Net Assets
$2,018,875
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $50,667
75.3%
Sales of Assets $16,599
24.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $100,000
68.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,018,875
Total Liabilities $0
Net Assets $2,018,875

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$69,863
Expenses
$157,684
Net Income
-$87,821
Net Assets
$2,098,436
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $59,007
84.5%
Sales of Assets $10,157
14.5%
Other Income $699
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $139,000
88.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,098,436
Total Liabilities $0
Net Assets $2,098,436

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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