O Halloran Family Foundation, O Halloran Gerard Ttee in N Kingstown, Rhode Island (RI)

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O Halloran Family Foundation, O Halloran Gerard Ttee
Employer Identification Number (EIN)050514803
Name of OrganizationO Halloran Family Foundation
Secondary NameO Halloran Gerard Ttee
In Care of NameGerard Ohalloran
Address158 Main St, N Kingstown, RI 02852-5034
SubsectionCharitable Organization
Ruling Date02/2001
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$1,000,000 to $4,999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$3,628,800
Amount of Income$404,499
Form 990 Revenue Amount$356,109
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations


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Amount of income in 2013: $404,499 (it was $386,147 in 2012)
This organization: 

 $404,499
Other organizations performing similar types of work: 

 $103,138

Assets in 2013: $3,628,800 (it was $3,818,085 in 2012)
This organization: 

 $3,628,800
Other organizations performing similar types of work: 

 $338,623

Expenses in 2012: $212,914
O Halloran Family Foundation, O Halloran Gerard Ttee: 

 $212,914
Other organizations performing similar types of work: 

 $46,867

Income to expenses ratio in 2012: 1.9
O Halloran Family Foundation, O Halloran Gerard Ttee: 

 1.9
Other organizations performing similar types of work: 

 1.1

Grants share in income in 2012: 0.0%
O Halloran Family Foundation, O Halloran Gerard Ttee: 

 0.0%
Other organizations performing similar types of work: 

 79.6%

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$112,359$113,513$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$237
Dividends and interest from securities$113,509
Gross rents$0
Gross profit from sales of goods$0
Other income$-197
Total expenses and disbursements$212,914$21,286$0$182,750
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$32,714$21,286$2,550
Contributions, gifts, grants paid$180,200
Excess of revenue over expenses and disbursements$-100,555
Net investment income$92,227
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$3,818,085$4,274,729
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$644,763
Investments-corporate bonds$2,567,269
Investments-mortgage loans$0
Investments-other$230,314
Other$375,739
Total liabilities$0
Total liabilities and net assets/fund balances$3,818,085
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$0
Net capital loss$-1,190
Excise Tax Based on Investment Income (for 2012)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$1,845
Total credits and payments$6,480
2012 estimated tax payments and 2011 overpayment credited to 2012$6,480
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$0
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$0
Tax due$0
Overpayment$4,635
Amount to be credited to 2013 estimated tax$4,635
Statements Regarding Activities (for 2012)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2012)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2012)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$4,223,197
Net value of noncharitable-use assets$4,159,840
Minimum investment return$207,992
Distributable Amount (for 2012)
Distributable amount$206,147
Undistributed Income (for 2012)
Distributable amount for 2012$206,147
Undistributed income for 2012. This amount must be distributed in 2013$55,393
Private Operating Foundations (for 2012)
2012201120102009Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
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2The Beall Family Foundation1200 Newport Center Dr Ste 220, Newport Beach, CA 92660-0933CA2001-02$5,367,504
3North Penn Community Health Foundation2506 N Broad St Ste 206, Colmar, PA 18915-9439PA1956-03$4,255,777
4Wem 2000 Foundation, Martin Phillip H TteePO BOX 5628, Minneapolis, MN 55440-5628MN2000-09$2,030,901
5Henry E & Nancy H Bartels Trust Fbo, University Of New HavenPO BOX 187169, Hamden, CT 06518-7020CT1989-04$1,900,735
6Pugdin Memorial Fund P 6162000410 S Dearborn Il1-0117, Chicago, IL 60603-2300IL2000-03$1,622,699
7Lancaster County Partners For Youth IncPO BOX 1023, Lancaster, SC 29721-1023SC1996-10$1,386,899
8Abner F Morison Tr Fund, Bar Harbor Bank & TrustPO BOX 1100, Ellsworth, ME 04605-1100ME1993-03$1,120,833
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10Gordon G Wilson Trust Uw Fbo, Covington United10 S Dearborn, Chicago, IL 60603-2300IL2000-01$234,293
11Newportfed Charitable FoundationPO BOX 509, Newport, RI 02840-0500RI2008-06$4,714,053
12Jon L And Beverly A Thompson FoundationPO BOX 1802, Providence, RI 02901-1802RI2006-07$4,007,788
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Number of organizations performing similar types of work
Alaska9
Alabama199
Arkansas82
Arizona267
California2,351
Colorado400
Connecticut391
District of Columbia107
Delaware405
Florida1,490
Georgia455
Hawaii86
Iowa147
Idaho73
Illinois1,069
Indiana261
Kansas152
Kentucky147
Louisiana127
Massachusetts713
Maryland422
Maine67
Michigan549
Minnesota327
Missouri308
Mississippi56
Montana59
North Carolina649
North Dakota15
Nebraska126
New Hampshire66
New Jersey849
New Mexico78
Nevada194
New York2,454
Ohio628
Oklahoma223
Oregon179
Pennsylvania935
Rhode Island181
South Carolina141
South Dakota32
Tennessee192
Texas1,225
Utah217
Virginia452
Vermont36
Washington375
Wisconsin334
West Virginia49
Wyoming61
International38
Total20,448

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