John And Charlene O Shea Family Foundation in Bellaire, Texas (TX)

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John And Charlene O Shea Family Foundation
Employer Identification Number (EIN)208035663
Name of OrganizationJohn And Charlene O Shea Family Foundation
In Care of NameJohn E O Shea Jr
Address4809 Holly St, Bellaire, TX 77401-5712
SubsectionCharitable Organization
Ruling Date05/2007
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period11/2011
Assets$5,000,000 to $9,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$7,677,610
Amount of Income$2,760,290
Form 990 Revenue Amount$119,635
National Taxonomy of Exempt Entities (NTEE)Educational Institutions and Related Activities: Scholarships, Student Financial Aid Services, Awards


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Amount of income in 2011: $2,760,290 (it was $2,824,062 in 2010)
This organization: 

 $2,760,290
Other organizations performing similar types of work: 

 $42,700

Assets in 2011: $7,677,610 (it was $7,780,487 in 2010)
This organization: 

 $7,677,610
Other organizations performing similar types of work: 

 $68,974

Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$119,635$105,489$111,002
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$111,002
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$8,633
Total expenses and disbursements$222,512$23,811$0$193,573
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$28,939$23,811$0
Contributions, gifts, grants paid$193,573
Excess of revenue over expenses and disbursements$-102,877
Net investment income$81,678
Adjusted net income$111,002
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$7,677,610$5,669,927
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$6,780,281
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other$897,329
Total liabilities$1
Mortgages and other notes payable$0
Other$1
Total liabilities and net assets/fund balances$7,677,610
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$8,633
Net capital loss$0
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$1,634
Total credits and payments$2,759
2011 estimated tax payments and 2010 overpayment credited to 2011$2,759
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
Overpayment$1,125
Amount to be credited to 2012 estimated tax$1,125
Statements Regarding Activities (for 2011)
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 2011 or the taxable year beginning in 2011?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?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 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$6,183,097
Net value of noncharitable-use assets$6,090,360
Minimum investment return$304,518
Distributable Amount (for 2011)
Distributable amount$302,884
Undistributed Income (for 2011)
Distributable amount for 2011$302,884
Undistributed income for 2011. This amount must be distributed in 2012$104,723
Private Operating Foundations (for 2011)
2011201020092008Total
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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Organizations performing similar types of work
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1Health Scholarships IncPO BOX 1337, Hawkinsville, GA 31036-7337GA1999-04$157,402,420
2Greater Texas Foundation6100 Foundation Place Dr, Bryan, TX 77807-1105TX1980-05$39,027,572
3Education Is Freedom Foundation2711 N Haskell Ave Ste 2070 # Lb18, Dallas, TX 75204-2966TX2002-07$874,264
4Academic Athlete Plus7300 Hinton Dr, Mansfield, TX 76063-4639TX2002-03$386,957
5Galveston College Foundation4015 Avenue Q, Galveston, TX 77550-7447TX1996-10$365,775
6Ut Houston Health Sciences Scholarship Foundation7000 Fannin St Ste 1535, Houston, TX 77030-5400TX2002-02$43,132
7Texas Grocery & Convenience Education Foundation7719 Wood Hollow Drive Suite 150, Austin, TX 78731TX2002-10$37,957
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9Pearland Lions Education FoundationPo Box 903, Pearland, TX 77588TX2001-02$26,430
10Clay Gould Foundation Inc2100 Twin Elms Dr, Arlington, TX 76012-5639TX2005-03$11,432
11Harry E Bovay Jr Foundation600 Jefferson St Ste 300, Houston, TX 77002-7377TX1991-09$45,777,357
12Inspire Women1415 South Voss Suite 110-516, Houston, TX 77057-1086TX2003-06$20,486,310
13Kelly Gene Cook Sr Charitable Foundation Inc230 Kilts Dr, Houston, TX 77024-6214TX1986-12$13,620,753
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15Minnie Stevens Piper Foundation1250 Ne Loop 410 Ste 810, San Antonio, TX 78209-1539TX1952-11$7,907,447
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17Brazosport College Foundation500 College Dr, Lake Jackson, TX 77566-3136TX1996-05$7,330,091
18Nestle Scholarship FoundationPO BOX 831041, Dallas, TX 75283-1041TX1974-03$6,665,097
19Greater Texas Services Inc6100 Foundation Place Dr, Bryan, TX 77807-1105TX2005-08$4,373,149
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22Bruce Mcmillan Jr Foundation IncPO BOX 9, Overton, TX 75684-0009TX1952-12$3,008,046
23John And Charlene O Shea Family Foundation4809 Holly St, Bellaire, TX 77401-5712TX2007-05$2,760,290
24Andrew Gomez Dream Foundation2389 Midway Rd Ste A, Carrollton, TX 75006-2567TX2007-07$2,502,949
25Texo Education And Research Foundation Inc11101 N Stemmons Fwy, Dallas, TX 75229-4530TX1989-02$1,979,251
26Prichard Family Foundation3612 Bryn Mawr Dr, Dallas, TX 75225-7214TX1999-04$1,940,391
27Paracutin Civic And Educational Foundation IncPO BOX 591007, San Antonio, TX 78259-0100TX2000-03$1,578,124
28Minnie Patton Scholarship FoundationPO BOX 831041, Dallas, TX 75283-1041TX2010-08$1,479,677
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30Beyond Borders Foundation1231 Greenway Drive, Irving, TX 75038-2531TX2003-10$1,334,383
Number of organizations performing similar types of work
Alaska43
Alabama250
Arkansas194
Arizona319
California2,300
Colorado349
Connecticut321
District of Columbia190
Delaware72
Florida1,105
Georgia574
Hawaii107
Iowa213
Idaho84
Illinois983
Indiana318
Kansas186
Kentucky239
Louisiana208
Massachusetts723
Maryland523
Maine130
Michigan616
Minnesota318
Missouri405
Mississippi131
Montana104
North Carolina548
North Dakota21
Nebraska109
New Hampshire123
New Jersey1,012
New Mexico109
Nevada138
New York1,422
Ohio817
Oklahoma213
Oregon252
Pennsylvania868
Rhode Island122
South Carolina208
South Dakota48
Tennessee287
Texas1,807
Utah187
Virginia572
Vermont84
Washington420
Wisconsin373
West Virginia96
Wyoming40
International28
Total20,909

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