Halperin Foundation in Boca Raton, Florida (FL)
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
- Other organizations in Florida
| Halperin Foundation | |
| Employer Identification Number (EIN) | 060972125 |
| Name of Organization | Halperin Foundation |
| Address | 2494 S Ocean Blvd-Apt C-9, Boca Raton, FL 33432-8237 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1978 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $3,552,369 |
| Amount of Income | $1,675,771 |
| Form 990 Revenue Amount | $69,111 |
Non-representatives - add comments:
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 | $-476,587 | $89,052 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $203 | |||
| Dividends and interest from securities | $89,010 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $253,245 | $65,686 | $0 | $187,510 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $79,001 | $65,686 | $13,266 | |
| Contributions, gifts, grants paid | $174,244 | |||
| Excess of revenue over expenses and disbursements | $-729,832 | |||
| Net investment income | $23,366 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,476,380 | $3,894,305 |
| Cash - non-interest-bearing | $2,889 | |
| Investments-U.S. and state government obligations | $70,000 | |
| Investments-corporate stock | $1,356,892 | |
| Investments-corporate bonds | $977,850 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $735,715 | |
| Other | $333,034 | |
| Total liabilities | $491 | |
| Mortgages and other notes payable | $0 | |
| Other | $491 | |
| Total liabilities and net assets/fund balances | $3,475,889 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-565,800 |
| 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 | $467 |
| Total credits and payments | $1,989 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,989 |
| 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 | $1,522 |
| Amount to be credited to 2013 estimated tax | $1,522 |
| 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)? | 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 | $3,756,886 |
| Net value of noncharitable-use assets | $3,700,540 |
| Minimum investment return | $185,027 |
| Distributable Amount (for 2012) | |
| Distributable amount | $184,560 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $184,560 |
| 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 |
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| Other organizations in Florida | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Hallandale Community Council Scholarship Fund Inc | 306 W Hallandale Beach Blvd, Hallandle Bch, FL 33009-5444 | FL | 1975-03 | $713,063 |
| 2 | Douglas Gardens Acquisition Inc | 5200 Ne 2nd Ave, Miami, FL 33137-2706 | FL | 1998-07 | $0 |
| 3 | Hallandale Lodge No 668 Loyal Order Of Moose, 668 | 920 Sw 11th St, Hallandle Bch, FL 33009-6822 | FL | 1972-09 | $81,466 |
| 4 | Hallandale Police Benevolent Assn | H4000 S Federal Hwy, Hallandale Beach, FL 33309 | FL | 1977-01 | $23,287 |
| 5 | Hallandale Symphonic Pops Orchestra Inc | P O Box 85084, Hallandale Beach, FL 33008 | FL | 1991-07 | $23,346 |
| 6 | Hallberg Family Foundation | 3500 Rum Row, Naples, FL 34102-7844 | FL | 2008-05 | $1 |
| 7 | Hallelujah Deliverance Ministry Inc | 5755 Copper Leaf Lane, Naples, FL 34116 | FL | 2005-07 | $11,186 |
| 8 | Hallett Ministries Inc | Po Box 1015, Sarasota, FL 34230 | FL | 1993-03 | $139,024 |
| 9 | The Peter Halmos Family Foundation Inc | 4540 Pga Blvd Ste 216, Palm Bch Gdns, FL 33418-3945 | FL | 1987-04 | $139,918 |
| 10 | Halo Foundation Inc | 4918 W Linebaugh Ave, Tampa, FL 33624-5028 | FL | 2003-09 | $893 |
| 11 | Halperin Foundation | 2494 S Ocean Blvd-Apt C-9, Boca Raton, FL 33432-8237 | FL | 1978-01 | $1,675,771 |
| 12 | Halpin Foundation Inc | 101 Spinnaker Ln, Jupiter, FL 33477-4003 | FL | 2003-11 | $70,943 |
| 13 | Halpryn Family Foundation Inc | 4400 Biscayne Blvd, Miami, FL 33137-3212 | FL | 2008-01 | $21,600 |
| 14 | Ham Jam Charities Inc | 739 Duart Drive, Orange Park, FL 32073 | FL | 2003-03 | $0 |
| 15 | Hamel Family Foundation | 23160 Fashion Dr Ste 227, Estero, FL 33928-2567 | FL | 2010-03 | $13,752,224 |
| 16 | Hamilton County Council On Aging Inc | Po Box 866, Jasper, FL 32052 | FL | 1978-04 | $0 |
| 17 | Hamilton County Farm Bureau | 1117 Us Highway 41 Nw, Jasper, FL 32052-5856 | FL | 1966-07 | $80,992 |
| 18 | Hamilton County Public Schools Foundation Inc | PO BOX 1057, Jasper, FL 32052-1057 | FL | 1996-02 | $25,760 |
| 19 | Hamilton County Riding Club Inc | Po Box 970, Jasper, FL 32052 | FL | 1998-11 | $0 |
| 20 | Hamilton Foundation | 1004 Ridge Point Cv, Longwood, FL 32750-4585 | FL | 1991-06 | $16,763 |
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