William W & Betty Halliday Foundation in St Louis, Missouri (MO)

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William W & Betty Halliday Foundation
Employer Identification Number (EIN)237001460
Name of OrganizationWilliam W & Betty Halliday Foundation
Address7278 Country Club Dr, St Louis, MO 63121-2609
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date01/1969
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$1,000,000 to $4,999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$1,129,931
Amount of Income$439,532
Form 990 Revenue Amount$198,533


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Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$198,533$198,533$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$41,919
Gross rents$0
Gross profit from sales of goods$0
Other income$20,947
Other$135,667
Total expenses and disbursements$59,125$9,450$0$49,675
Compensation of officers, directors, trustees, etc.$8,000
Total operating and administrative expenses$9,120$9,450$0
Contributions, gifts, grants paid$49,675
Excess of revenue over expenses and disbursements$139,408
Net investment income$189,083
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$1,147,126$1,239,573
Cash - non-interest-bearing$177
Investments-U.S. and state government obligations$0
Investments-corporate stock$999,832
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other$147,117
Total liabilities$0
Total liabilities and net assets/fund balances$1,147,126
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$135,667
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$3,782
Total credits and payments$0
Any penalty for underpayment of estimated tax$0
Tax due$3,782
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?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$1,374,843
Net value of noncharitable-use assets$1,354,220
Minimum investment return$67,711
Distributable Amount (for 2011)
Distributable amount$67,711
Undistributed Income (for 2011)
Distributable amount for 2011$67,711
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
2011201020092008Total
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
Other organizations in Missouri
IdNameAddressStateEstablishedTotal Income
1William G And Lucille W Magers Family Foundation, Magers William G Ttee2776 S Campbell Ave, Springfield, MO 65807-3506MO2005-01$3,056
2William H Guild Charitable TrustPO BOX 415044, Kansas City, MO 64141-5044MO1997-07$2,496,601
3William Hubel Foundation Tr12555 Manchester Rd, Saint Louis, MO 63131-3710MO2007-03$215,818
4William J Barnwell Housing Association31 Church St, Perryville, MO 63775-2409MO1984-08$166,956
5William L Clay Shcolarship And Research Fund6023 Waterman Blvd, Saint Louis, MO 63112-1324MO1983-09$135,256
6William Pablo Feraldo Memorial FoundationPO BOX 387, St Louis, MO 63166-0387MO1900-01$3,599,329
7William Randolph Whimple Trust American National Bank TteePO BOX 387, Saint Louis, MO 63166-0387MO1976-06$78,931
8William S & Billie K Ross Charitable Foundation2521 High School Dr, Saint Louis, MO 63144-2217MO2001-03$18,215
9William S Barnickel FoundationPO BOX 11356, Clayton, MO 63105-0156MO1996-02$874,727
10William S Kallaos Family Foundation14794 Brook Hill Dr, Chesterfield, MO 63017-7930MO2000-11$303,276
11William T & Frances D Grant Charitable Trust & FoundationPO BOX 415044, Kansas City, MO 64141-5044MO1964-07$200,476
12William T Kemper Charitable Trust Dtd 020389118 W 47th St, Kansas City, MO 64112-1601MO1990-07$810,329
13William T Kemper Charitable Trust, C-O Tr Dept United Mo Bk Of K C NaPO BOX 415044, Kansas City, MO 64141-5044MO1991-02$12,168,496
14William T Kemper Foundation Commerce Bank Of Kansas City N A T118 W 47th St, Kansas City, MO 64112-1601MO1989-12$64,658,027
15William Toben King Educational Trust, C-O James H Counts320 Robidoux Center, St Joseph, MO 64501MO1992-03$2,133,945
16William W & Betty Halliday Foundation7278 Country Club Dr, St Louis, MO 63121-2609MO1969-01$439,532
17William Zimmer Family Foundation 48000300112555 Manchester Rd, Saint Louis, MO 63131-3710MO2002-12$339,817
18Williams Childrens Foundation Inc9783 Reavis Park Dr, Saint Louis, MO 63123-5315MO2008-10$452,379
19Williams Family Support Center Inc215 S Jefferson St, Mexico, MO 65265-2843MO1995-03$16,000
20Williams Street Apartments Inc2013 Williams Street, Jefferson City, MO 65109-4771MO2003-08$69,901
21Willmore Lodge Foundation1 Willmore Lodge Lane, Lake Ozark, MO 65049MO1998-05$47,423
22Willow Springs Senior Housing CorporationPO BOX 421, Willow Spgs, MO 65793-0421MO1972-02$335,253
23Willow Woods Learning Center14215 MISSOURI 92 HIGHWAY PO BOX 36, Platte City, MO 64079MO1996-11$369,347
24Wilsons Creek National Battlefield FoundationPO BOX 8163, Springfield, MO 65801-8163MO1983-05$390,871
25Winding Trails Subdivision Homeowners Association16650 Clayton Rd, Ballwin, MO 63011-1702MO1998-04$40,103
26Windsor Care Incorporated4301 Madison Avenue, Kansas City, MO 64111-3491MO2008-08$1,710,000
27Windsor Freer Parents Association6208 Windsor Harbor Rd, Imperial, MO 63052MO1994-11$100,728
28Windsor High School Master Scholarship Endowment Fund IncPO BOX 261, Windsor, MO 65360-0261MO1988-06$29,197
29Windsor Lake Rod & Gun Club2612 Highway Z, Pevely, MO 63070-2412MO1936-03$24,888
30Windsor Senior Citizen Housing Inc103 S Main St Apt B, Windsor, MO 65360-1354MO2002-05$81,451

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