Obrien Family 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
Obrien Family Foundation | |
Employer Identification Number (EIN) | 263856961 |
Name of Organization | Obrien Family Foundation |
In Care of Name | Cynthia Ann Obrien |
Address | 3810 Brentwood Dr, Des Moines, IA 50312-4609 |
Subsection | Charitable Organization |
Ruling Date | 01/2009 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Corporation |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2012 |
Assets | $100,000 to $499,999 |
Income | $25,000 to $99,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $448,812 |
Amount of Income | $50,093 |
Form 990 Revenue Amount | $11,373 |
National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2012: $50,093 (it was $11,373 in 2011)
Obrien Family Foundation: | $50,093 |
Other organizations performing similar types of work: | $105,489 |
Assets in 2012: $448,812 (it was $455,339 in 2011)
This organization: | $448,812 |
Other organizations performing similar types of work: | $325,460 |
Expenses in 2012: $32,354
This organization: | $32,354 |
Other organizations performing similar types of work: | $49,058 |
Income to expenses ratio in 2012: 1.5
This organization: | 1.5 |
Other organizations performing similar types of work: | 1.0 |
Grants share in income in 2012: 0.0%
This organization: | 0.0% |
Other organizations performing similar types of work: | 22.8% |
Revenue for 2012
Expenses for 2012
Assets for 2012
Analysis of Revenue and Expenses (for 2012) | ||||
Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
---|---|---|---|---|
Total revenue | $25,827 | $25,827 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $40 | |||
Dividends and interest from securities | $17,878 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $7,909 | |||
Total expenses and disbursements | $32,354 | $154 | $0 | $32,000 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $354 | $154 | $0 | |
Contributions, gifts, grants paid | $32,000 | |||
Excess of revenue over expenses and disbursements | $-6,527 | |||
Net investment income | $25,673 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $448,812 | $670,978 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $387,329 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $61,483 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $448,812 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $7,909 |
Net capital loss | $0 |
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 | $257 |
Total credits and payments | $497 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $122 |
Exempt foreign organizations-tax withheld at source | $0 |
Tax paid with application for extension of time to file (Form 8868) | $375 |
Backup withholding erroneously withheld | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $0 |
Overpayment | $240 |
Amount to be credited to 2013 estimated tax | $240 |
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)? | Yes |
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 | $659,811 |
Net value of noncharitable-use assets | $649,920 |
Minimum investment return | $32,496 |
Distributable Amount (for 2012) | |
Distributable amount | $32,239 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $32,239 |
Undistributed income for 2012. This amount must be distributed in 2013 | $31,654 |
Private Operating Foundations (for 2012) | |||||
2012 | 2011 | 2010 | 2009 | 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 | Comfort Family Foundation | 4926 Cedar Dr, Wdm, IA 50266-4935 | IA | 2010-10 | $25,961,888 |
2 | Vermeer Charitable Foundation Inc | 1210 Vermeer Rd E, Pella, IA 50219-7660 | IA | 1977-11 | $5,790,469 |
3 | Burke Family Foundation | PO BOX 723, Ames, IA 50010-0723 | IA | 2013-12 | $4,165,616 |
4 | Michael L And Margie A Bennett Foundation, Michael L Bennett Adm | 4280 Sergeant Rd Ste 250, Sioux City, IA 51106-4612 | IA | 2013-01 | $1,923,471 |
5 | Jensen Private Foundation Inc | 400 Woodcrest Ln, Muscatine, IA 52761-2790 | IA | 2012-04 | $1,043,980 |
6 | Zach Johnson Foundation | PO BOX 2336, Cedar Rapids, IA 52406-2336 | IA | 2011-04 | $837,833 |
7 | Dupaco Rw Hoefer Foundation | 3299 Hillcrest Rd, Dubuque, IA 52001-3928 | IA | 2012-09 | $709,593 |
8 | Stratbucker Family Foundation | 61395 Levi Rd, Glenwood, IA 51534-5304 | IA | 2015-04 | $646,729 |
9 | United Fire Group Foundation | 118 2nd Ave Se, Cedar Rapids, IA 52401-1212 | IA | 1999-10 | $592,572 |
10 | 46 1 Fund | 4206 Arizona Cir, Ames, IA 50014-3612 | IA | 2015-02 | $341,011 |
11 | Carl R Arnold Charitable Tr, Carrie Werning Ttee | 230 1st St E, Independence, IA 50644-2813 | IA | 2012-04 | $336,010 |
12 | Virgil C Webb William Garber And Flora Webb Garber Foundation | 6075 Ne 78th Ave, Bondurant, IA 50035-1067 | IA | 2010-04 | $296,399 |
13 | Morency Family Foundation | 1118 Sycamore Dr, Le Claire, IA 52753-9630 | IA | 2013-02 | $255,542 |
14 | Supplemental Emergency Assistance Program Inc, S E A P | 985 Lincoln Rd Ste 226, Bettendorf, IA 52722-4156 | IA | 2003-09 | $248,268 |
15 | Donald J Beck Tr | PO BOX 1708, Mason City, IA 50402-1708 | IA | 2011-12 | $211,030 |
16 | Cordis Foundation Inc | 1107 Wedgewood Cir, Fairfield, IA 52556-3885 | IA | 2012-03 | $207,080 |
17 | Warren H Timmerman Charitable Trust | 309 Main St, Manning, IA 51455-1030 | IA | 2007-06 | $205,083 |
18 | University Of Northern Iowa Prioperties Corporation | 205 Commons Uni, Cedar Falls, IA 50614-0282 | IA | 1999-11 | $193,000 |
19 | New Charitable Foundation | 2626 1st Ave S, Fort Dodge, IA 50501-4381 | IA | 2013-03 | $157,145 |
20 | Buddy And Tori Family Foundation | 216 11th St Ne, Sioux Center, IA 51250-2060 | IA | 2009-04 | $146,540 |
Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Total | 22,395 |
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