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Nonprofit · EIN 52-1585047

LAVERNA HAHN CHARITABLE TR UW

Tax-exempt · BALTIMORE, MD 21202

Financials

$1.1M$2M2022$1.4M$2.1M2023$1.3M$2.5M2024
Revenue Expenses · by fiscal year end
Financials of LAVERNA HAHN CHARITABLE TR UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$1,295,270$2,467,150-$1,171,880$33,598,869$0$33,598,869
November 30, 2024990-PF$1,381,876$2,145,737-$763,861$34,770,749$0$34,770,749
November 30, 2023990-PF$1,128,816$2,028,119-$899,303$35,534,610$0$35,534,610
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Dividends
$866,442
Net gain from sales of assets
$428,828

Expenses

Grants and similar amounts paid
$2,170,000
Compensation of officers, directors and key employees
$72,120
Disbursements for charitable purposes
$2,206,060
Excise tax on investment income
$14,600

Balance sheet and other

Total assets, start of year
$34,770,749
Total assets, end of year
$33,598,869
Total liabilities, end of year
$0
Net assets, end of year
$33,598,869
Fair market value of assets
$48,350,404
Qualifying distributions
$2,206,060
Net investment income
$1,295,270

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Robert Sloan
5181 SE Burning Tree Circle, Stuart, FL 34997
Trustee3$0
Frederick S Koontz
7 St Paul St - Suite 1500, Baltimore, MD 21202
Trustee3$0
990-PF for the year ended November 30, 2024: 2 people
NameTitleHours / weekCompensation
Robert Sloan
5181 SE Burning Tree Circle, Stuart, FL 34997
Trustee3$0
Frederick S Koontz
7 St Paul St - Suite 1500, Baltimore, MD 21202
Trustee3$0
990-PF for the year ended November 30, 2023: 2 people
NameTitleHours / weekCompensation
Robert Sloan
5181 SE Burning Tree Circle, Stuart, FL 34997
Trustee3$0
Frederick S Koontz
7 St Paul St - Suite 1500, Baltimore, MD 21202
Trustee3$0

Address and contacts

Address (IRS master file)
7 SAINT PAUL ST STE 1500, BALTIMORE, MD 21202-1636
In care of
% ROBERT SLOAN
Signed the 990-PF
Frederick S Koontz, Trustee
Phone
(410) 347-8770
Return prepared by
Whiteford Taylor & Preston LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
52-1585047
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1988
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$33,598,869
Income (IRS master file)
$11,034,879

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$1,295,270$2,467,150$33,598,869XML
990-PFNovember 2024$1,381,876$2,145,737$34,770,749XML
990-PFNovember 2023$1,128,816$2,028,119$35,534,610XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1585047).

Questions about LAVERNA HAHN CHARITABLE TR UW

What is the EIN of LAVERNA HAHN CHARITABLE TR UW?
The employer identification number (EIN) of LAVERNA HAHN CHARITABLE TR UW is 52-1585047.
Is LAVERNA HAHN CHARITABLE TR UW tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
Are donations to LAVERNA HAHN CHARITABLE TR UW tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LAVERNA HAHN CHARITABLE TR UW file?
Form 990-PF. Private foundations file every year.
When is the next return of LAVERNA HAHN CHARITABLE TR UW due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LAVERNA HAHN CHARITABLE TR UW last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of LAVERNA HAHN CHARITABLE TR UW?
The 990-PF for the year ended November 30, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does LAVERNA HAHN CHARITABLE TR UW have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $1,295,270, expenses of $2,467,150 and total assets of $33,598,869 at year end.

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