Hale Family Foundation in Overland Park, Kansas (KS)
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
| Hale Family Foundation | |
| Employer Identification Number (EIN) | 486336560 |
| Name of Organization | Hale Family Foundation |
| In Care of Name | Joyce V Hale |
| Address | 6401 W 92nd St, Overland Park, KS 66212-1373 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1996 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2012 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $10,897,985 |
| Amount of Income | $544,439 |
| Form 990 Revenue Amount | $64,445 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2012: $544,439 (it was $248,834 in 2011)
| Hale Family Foundation: | $544,439 |
| Other organizations performing similar types of work: | $153,770 |
Assets in 2012: $10,897,985 (it was $1,882,775 in 2011)
| This organization: | $10,897,985 |
| Other organizations performing similar types of work: | $516,948 |
Expenses in 2011: $152,501
| Hale Family Foundation: | $152,501 |
| Other organizations performing similar types of work: | $60,348 |
Income to expenses ratio in 2011: 3.6
| This organization: | 3.6 |
| Other organizations performing similar types of work: | 2.2 |
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 | $64,445 | $64,445 | $58,638 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $5 | |||
| Dividends and interest from securities | $58,633 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $5,807 | |||
| Total expenses and disbursements | $152,501 | $0 | $0 | $150,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $2,501 | $0 | $0 | |
| Contributions, gifts, grants paid | $150,000 | |||
| Excess of revenue over expenses and disbursements | $-88,056 | |||
| Net investment income | $64,445 | |||
| Adjusted net income | $58,638 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,882,775 | $2,926,619 |
| Cash - non-interest-bearing | $167,297 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,536,127 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $179,351 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $1,882,775 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $5,807 |
| 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 | $644 |
| Total credits and payments | $6 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $6 |
| 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 | $14 |
| Tax due | $652 |
| Amount to be credited to 2012 estimated tax | $0 |
| 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? | Yes |
| 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 | $3,035,069 |
| Net value of noncharitable-use assets | $2,989,540 |
| Minimum investment return | $149,477 |
| Distributable Amount (for 2011) | |
| Distributable amount | $0 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $0 |
| 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 | $58,638 | $56,841 | $55,296 | $56,407 | $227,182 |
| Qualifying distributions made directly for active conduct of exempt activities | $150,000 | $145,000 | $141,000 | $130,000 | $566,000 |
| Value of all assets | $2,926,619 | $2,768,157 | $3,125,735 | $3,627,260 | $12,447,771 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $2,926,619 | $2,768,157 | $3,125,735 | $3,627,260 | $12,447,771 |
| 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 Wallace Research Foundation | Attn Kay Hegarty 221 Third Ave Se, Cedar Rapids, IA 52401-1522 | IA | 1996-05 | $44,138,975 |
| 2 | Trimix Foundation | 50 Park Row W Ste 113, Providence, RI 02903-1114 | RI | 1997-05 | $23,588,272 |
| 3 | Russell Grinnell Memorial Tr | PO BOX 1802, Providence, RI 02901-1802 | RI | 1998-10 | $13,669,625 |
| 4 | Wcp Foundation | 9 W 57th St, New York, NY 10019-2701 | NY | 1998-08 | $13,302,553 |
| 5 | Sage Foundation Inc | 16 Khakum Dr, Greenwich, CT 06831-3727 | CT | 1997-09 | $11,763,440 |
| 6 | Rothfeld Family Foundation Inc | 156 5th Ave Ste 904, New York, NY 10010-7762 | NY | 1998-02 | $9,649,897 |
| 7 | The Robert P And Arlene R Kogod Family Foundation | 2345 Crystal Drive 11th Floor, Arlington, VA 22202-4801 | VA | 1996-10 | $8,219,766 |
| 8 | Theodore Cross Family Charitable Foundation | 100 Merrick Road, Rockville Centre, NY 11570-4800 | NY | 1995-06 | $8,069,390 |
| 9 | Ruettgers Family Charitable Foundation, Ruettgers Michael C Ttee | 100 Federal Street 37th Floor, Boston, MA 02110-1802 | MA | 1997-09 | $7,375,679 |
| 10 | The Dickler Family Foundation | 501 Silverside Rd Ste 123, Wilmington, DE 19809-1377 | DE | 1996-12 | $7,174,609 |
| 11 | Swartz Foundation Ua 110594 | 6 Light House Pointroad, Lloyd Harbor, NY 11743 | NY | 1996-01 | $6,695,817 |
| 12 | Schultz Family Foundation | 4209 21st Ave W Ste 401, Seattle, WA 98199-1254 | WA | 1998-03 | $6,123,588 |
| 13 | The Lita Annenberg Hazen Foundation | 667 Madison Avenue, New York, NY 10065 | NY | 1995-11 | $5,371,103 |
| 14 | Slick Family Foundation | 4400 Silas Creek Pkwy Ste 302, Winston Salem, NC 27104-3823 | NC | 1997-04 | $4,692,739 |
| 15 | Russel & Deborah Taylor Foundation | 31 Indian Point Ln, Riverside, CT 06878-2622 | CT | 1997-06 | $4,443,249 |
| 16 | Hale Family Foundation | 6401 W 92nd St, Overland Park, KS 66212-1373 | KS | 1996-03 | $544,439 |
| 17 | Ralph L Armstrong Trust | PO BOX 447, Iola, KS 66749-0447 | KS | 1997-04 | $99,741 |
| 18 | Russ And Helen Meyer Charitable Trust, Meyer Russell W Jr Ttee | 600 N Tara Ct, Wichita, KS 67206-1830 | KS | 1995-06 | $32,177 |
| 19 | Rundell Charitable Foundation Tr, Hay Jay Ttee | PO BOX 2707, Liberal, KS 67905-2707 | KS | 1997-08 | $700 |
| 20 | P J And Lisa Mcgovern Charitable Foundation | 3445 N Webb Rd, Wichita, KS 67226-8125 | KS | 1996-05 | $1 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 740 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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