James And Jeanne Ohalloran Foundation in Des Moines, Iowa (IA)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Organizations performing similar types of work
| James And Jeanne Ohalloran Foundation | |
| Employer Identification Number (EIN) | 421506523 |
| Name of Organization | James And Jeanne Ohalloran Foundation |
| In Care of Name | James F Ohalloran |
| Address | 3303 Beaver Ave, Des Moines, IA 50310-3209 |
| Subsection | Charitable Organization |
| Ruling Date | 08/2000 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2012 |
| Assets | $500,000 to $999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $636,806 |
| Amount of Income | $572,617 |
| Form 990 Revenue Amount | $30,741 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Corporate Foundations |
Non-representatives - add comments:
Amount of income in 2012: $572,617 (it was $477,593 in 2011)
| James And Jeanne Ohalloran Foundation: | $572,617 |
| Other organizations performing similar types of work: | $107,502 |
Assets in 2012: $636,806 (it was $648,052 in 2011)
| This organization: | $636,806 |
| Other organizations performing similar types of work: | $322,766 |
Expenses in 2011: $47,760
| James And Jeanne Ohalloran Foundation: | $47,760 |
| Other organizations performing similar types of work: | $58,249 |
Income to expenses ratio in 2011: 12.0
| James And Jeanne Ohalloran Foundation: | 12.0 |
| Other organizations performing similar types of work: | 2.0 |
Grants share in income in 2011: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 98.7% |
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $30,741 | $30,019 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $13,838 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $139 | |||
| Other | $16,764 | |||
| Total expenses and disbursements | $47,760 | $10,262 | $0 | $36,069 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $13,379 | $10,262 | $1,688 | |
| Contributions, gifts, grants paid | $34,381 | |||
| Excess of revenue over expenses and disbursements | $-17,019 | |||
| Net investment income | $19,757 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $648,052 | $614,292 |
| Cash - non-interest-bearing | $33,586 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $614,291 | |
| Other | $175 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $648,052 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $16,764 |
| 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 | $198 |
| Total credits and payments | $760 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $760 |
| 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 | $562 |
| Amount to be credited to 2012 estimated tax | $562 |
| 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 | $666,855 |
| Net value of noncharitable-use assets | $656,860 |
| Minimum investment return | $32,843 |
| Distributable Amount (for 2011) | |
| Distributable amount | $32,645 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $32,645 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | Total | |
|---|---|---|---|---|---|
| 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 | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | The Jpb Foundation | 9 West 57th St 38th Fl, New York, NY 10019-2701 | NY | 2012-01 | $2,423,718,336 |
| 2 | Rockwell Collins Charitable Corporation | 400 Collins Rd Ne, Cedar Rapids, IA 52498-0001 | IA | 2002-01 | $4,335,269 |
| 3 | The Vogel Foundation | PO BOX 440, Orange City, IA 51041-0440 | IA | 2001-05 | $1,055,015 |
| 4 | West Bancorporation Foundation Inc | 1601 22nd St Ste 209, W Des Moines, IA 50266-1408 | IA | 2004-07 | $780,861 |
| 5 | Cft Foundation | PO BOX 1567, Mason City, IA 50402-1567 | IA | 2001-07 | $627,931 |
| 6 | James And Jeanne Ohalloran Foundation | 3303 Beaver Ave, Des Moines, IA 50310-3209 | IA | 2000-08 | $572,617 |
| 7 | Hansen Family Hospital Foundation | 920 S Oak St, Iowa Falls, IA 50126 | IA | 2001-08 | $388,847 |
| 8 | John & Mary Pappajohn Scholarship Foundation, Pappajohn John Ttee | 666 Walnut Street, Des Moines, IA 50309-3907 | IA | 1999-04 | $277,770 |
| 9 | Teamquest Foundation | 1 Teamquest Way, Clear Lake, IA 50428-2296 | IA | 2003-02 | $176,547 |
| 10 | Floyd H Granaman Tr Uw Fbo Old Threshers Foundation | PO BOX 928, Burlington, IA 52601-0928 | IA | 2012-02 | $155,308 |
| 11 | Telligen Community Initiative | 1776 W Lakes Pkwy, W Des Moines, IA 50266-8239 | IA | 2005-03 | $147,500 |
| 12 | Central Bancshares Charitable Foundation | 301 Iowa Ave, Muscatine, IA 52761-3837 | IA | 2004-03 | $118,031 |
| 13 | Iowa Realty Foundation | PO BOX 657, Des Moines, IA 50306-0657 | IA | 2000-06 | $106,956 |
| 14 | Regency Foundation | 6600 Westown Pkwy Ste 170, W Des Moines, IA 50266-7724 | IA | 2004-12 | $92,500 |
| 15 | W D Ley Foundation | PO BOX 507, Buffalo Ctr, IA 50424-0507 | IA | 2006-09 | $73,971 |
| 16 | Peoples Charitable Foundation | 1230 Valley Dr, Rock Valley, IA 51247-1538 | IA | 2013-03 | $66,968 |
| 17 | Bruce Rex Vale Foundation Inc | PO BOX 130, Keosauqua, IA 52565-0130 | IA | 1973-01 | $55,681 |
| 18 | 5x80 Foundation | 1086 State Highway 25, Menlo, IA 50164-8037 | IA | 2012-03 | $48,021 |
| 19 | Chickasaw Connections Inc | 823 W Main St, New Hampton, IA 50659-1005 | IA | 2014-11 | $0 |
| 20 | Marion County Bank Charitable Foundation | 800 Main St, Pella, IA 50219-1522 | IA | 2014-12 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 3,013 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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