Ronald E And Eleanor J Hall Foundation in Tulsa, Oklahoma (OK)
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
- Unrelated Trade or Business Income
- Deductions Not Taken Elsewhere
- Organizations performing similar types of work
Ronald E And Eleanor J Hall Foundation | |
Employer Identification Number (EIN) | 010693374 |
Name of Organization | Ronald E And Eleanor J Hall Foundation |
In Care of Name | Ameritrust Corporation |
Address | 4506 S Harvard, Tulsa, OK 74135 |
Subsection | Charitable Organization |
Ruling Date | 03/2004 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $500,000 to $999,999 |
Income | $100,000 to $499,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $754,676 |
Amount of Income | $295,908 |
Form 990 Revenue Amount | $32,693 |
National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2013: $295,908 (it was $229,248 in 2012)
Ronald E And Eleanor J Hall Foundation: | $295,908 |
Other organizations performing similar types of work: | $105,489 |
Assets in 2013: $754,676 (it was $753,936 in 2012)
This organization: | $754,676 |
Other organizations performing similar types of work: | $325,460 |
Expenses in 2012: $158,058
Ronald E And Eleanor J Hall Foundation: | $158,058 |
Other organizations performing similar types of work: | $49,058 |
Income to expenses ratio in 2012: 1.9
This organization: | 1.9 |
Other organizations performing similar types of work: | 1.0 |
Grants share in income in 2012: 0.0%
Ronald E And Eleanor J Hall Foundation: | 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 | $89,548 | $88,426 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $34,006 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $1,122 | |||
Other | $54,420 | |||
Total expenses and disbursements | $158,058 | $1,976 | $0 | $154,642 |
Compensation of officers, directors, trustees, etc. | $2,238 | |||
Total operating and administrative expenses | $5,393 | $1,976 | $1,977 | |
Contributions, gifts, grants paid | $152,665 | |||
Excess of revenue over expenses and disbursements | $-68,510 | |||
Net investment income | $86,450 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $753,936 | $914,095 |
Cash - non-interest-bearing | $752 | |
Investments-U.S. and state government obligations | $10,070 | |
Investments-corporate stock | $509,534 | |
Investments-corporate bonds | $35,477 | |
Investments-mortgage loans | $0 | |
Investments-other | $179,237 | |
Other | $18,866 | |
Total liabilities | $-131 | |
Mortgages and other notes payable | $0 | |
Total liabilities and net assets/fund balances | $754,067 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $54,420 |
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 | $865 |
Total credits and payments | $1,760 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,760 |
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 |
Tax due | $0 |
Overpayment | $895 |
Amount to be credited to 2013 estimated tax | $895 |
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? | Yes |
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 | $963,444 |
Net value of noncharitable-use assets | $949,000 |
Minimum investment return | $47,450 |
Distributable Amount (for 2012) | |
Distributable amount | $46,585 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $46,585 |
Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
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 |
Unrelated Trade or Business Income (for 2008) | |||
Income | Expenses | Net | |
---|---|---|---|
Total | $0 | $0 | $0 |
Gross receipts or sales less returns and allowances | $0 | $0 | $0 |
Cost of goods sold | $0 | $0 | $0 |
Gross profit | $0 | $0 | $0 |
Capital gain net income | $0 | $0 | $0 |
Net gain | $0 | $0 | $0 |
Capital loss deduction for trusts | $0 | $0 | $0 |
Income (loss) from partnerships and S corporations | $0 | $0 | $0 |
Rent income | $0 | $0 | $0 |
Unrelated debt-financed income | $0 | $0 | $0 |
Interest, annuities, royalties, and rents from controlled organizations | $0 | $0 | $0 |
Investment income of a section 501(c)(7), (9), or (17) organization | $0 | $0 | $0 |
Exploited exempt activity income | $0 | $0 | $0 |
Advertising income | $0 | $0 | $0 |
Other income | $0 | $0 | $0 |
Deductions Not Taken Elsewhere (for 2008) | |
Total deductions | $0 |
Compensation of officers, directors, and trustees | $0 |
Salaries and wages | $0 |
Repairs and maintenance | $0 |
Bad debts | $0 |
Interest | $0 |
Taxes and licenses | $0 |
Charitable contributions | $0 |
Depreciation | $0 |
Depletion | $0 |
Contributions to deferred compensation plans | $0 |
Employee benefit programs | $0 |
Excess exempt expenses | $0 |
Excess readership costs | $0 |
Other deductions | $0 |
Unrelated business taxable income | $0 |
Unrelated business taxable income before net operating loss deduction | $0 |
Net operating loss deduction | $0 |
Unrelated business taxable income before specific deduction | $0 |
Specific deduction | $1,000 |
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Organizations performing similar types of work | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Genave K Rogers Charitable Tr, Debra Bacon Ttee | 401 S Boston Ave Ste 200, Tulsa, OK 74103-4038 | OK | 2012-07 | $15,583,887 |
2 | Common Bond Foundation | 12607 S 12th St, Jenks, OK 74037-4993 | OK | 2013-09 | $13,286,764 |
3 | Cresap Family Foundation | 9537 N Kelley Ave Ste A, Oklahoma City, OK 73131-2444 | OK | 2013-05 | $7,818,920 |
4 | Charles And Cassandra Bowen Charitable Foundation | 7300 N Country Club Dr, Oklahoma City, OK 73116-4316 | OK | 2010-04 | $3,872,043 |
5 | Rathburn Family Charitable Foundation, Gary Rathburn Ttee | 6010 E 117th St, Tulsa, OK 74137-8514 | OK | 2012-03 | $2,992,589 |
6 | Voskuhl-Staab Charitable Foundation | 2502 East 21st Street, Tulsa, OK 74114-1756 | OK | 2003-03 | $2,571,986 |
7 | Wisdom Family Foundation Inc, For Filing A Form 990t | PO BOX 37, Alva, OK 73717-0037 | OK | 2010-09 | $1,997,638 |
8 | William S Smith Charitable Tr, Smith William Ttee | 401 S Boston Ave Ste 205, Tulsa, OK 74103-4038 | OK | 2003-10 | $1,962,650 |
9 | Steven Russell Smith Foundation | 4141 S Jackson Ave, Tulsa, OK 74107-7017 | OK | 2010-06 | $1,667,801 |
10 | Robert Clay Liddell Foundation | 3000 Berry Road, Norman, OK 73072-7472 | OK | 2004-10 | $1,585,354 |
11 | Stitt Charitable Foundation, John K Stitt Ttee | 6910 E 14th St, Tulsa, OK 74112-6618 | OK | 2013-02 | $1,184,006 |
12 | J M And Ann Graves Charitable Foundation | 2219 E 45th Pl, Tulsa, OK 74105-4250 | OK | 2006-12 | $1,035,592 |
13 | Ross Charitable Foundation | PO BOX 690960, Tulsa, OK 74169-0960 | OK | 2007-06 | $1,027,018 |
14 | The Stephenson Scholarship Tr | PO BOX 26883, Oklahoma City, OK 73126-0883 | OK | 2009-03 | $834,393 |
15 | Sendme Foundation | 22096 S 445th East Ave, Porter, OK 74454-3239 | OK | 2008-08 | $769,373 |
16 | Carol Tandy Foundation | 8177 S Harvard 402, Tulsa, OK 74137-1612 | OK | 2011-10 | $734,869 |
17 | Gladyce S & Frank D Bittner Foundation | 501 Nw Grand Blvd Ste 300, Oklahoma City, OK 73118-6054 | OK | 2009-11 | $727,164 |
18 | Frances L Rainey Charitable Tr Ameritrust Sherman Ttee | PO BOX 1620, Tulsa, OK 74101-1620 | OK | 2013-04 | $603,276 |
19 | Harvey House Family Charitable Foundation | PO BOX 1468, Duncan, OK 73534-1468 | OK | 2010-07 | $536,650 |
20 | Albers Family Affiliated Fund Ofthe Occf Inc | PO BOX 1146, Oklahoma City, OK 73101-1146 | OK | 2009-01 | $474,499 |
Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Total | 22,395 |
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