Hallene Family Foundation Inc

Naples, FL
Tax-exempt since April 1995
EIN: 37-1335373

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Religion Related, Spiritual Development N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$362k (2024)

Expenses

$354k (2024)

Total Assets

$4.34M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$361,982

Expenses

$353,632

Net Income

$8,350

Net Assets

$4,344,806

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$166,877	46.1%
Interest Revenue	$0
Dividends	$143,335	39.6%
Sales of Assets	$43,270	12.0%
Other Income	$8,500	2.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$303,067	85.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,344,806
Total Liabilities	$0
Net Assets	$4,344,806

Compensation

Key Employees and Officers	Compensation	Other
Carol H King (Vice President/Secretary)	$0	$0
Bryan W Hallene (Treasurer)	$0	$0
Janet H O'hern (Vice President)	$0	$0
James N Hallene (President)	$0	$0
John A Slover Jr (Assistant Secretary)	$0	$0

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990-PF

Filed on May 7, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2023

Revenue

$469,623

Expenses

$303,504

Net Income

$166,119

Net Assets

$4,336,456

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$264,234	56.3%
Interest Revenue	$0
Dividends	$117,270	25.0%
Sales of Assets	$88,119	18.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$262,923	86.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,336,456
Total Liabilities	$0
Net Assets	$4,336,456

Compensation

Key Employees and Officers	Compensation	Other
Carol H King (Vice President/Secretary)	$0	$0
Bryan W Hallene (Treasurer)	$0	$0
Janet H O'hern (Vice President)	$0	$0
James N Hallene (President)	$0	$0
John A Slover Jr (Assistant Secretary)	$0	$0

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990-PF

Filed on Feb. 28, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$400,452

Expenses

$281,578

Net Income

$118,874

Net Assets

$4,170,337

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$97,359	24.3%
Interest Revenue	$0
Dividends	$89,688	22.4%
Sales of Assets	$213,405	53.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$248,734	88.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,170,337
Total Liabilities	$0
Net Assets	$4,170,337

Compensation

Key Employees and Officers	Compensation	Other
Carol H King (Vice President/Secretary)	$0	$0
Bryan W Hallene (Treasurer)	$0	$0
Janet H O'hern (Vice President)	$0	$0
James N Hallene (President)	$0	$0
John A Slover Jr (Assistant Secretary)	$0	$0

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990-PF

Filed on May 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$627,225

Expenses

$360,493

Net Income

$266,732

Net Assets

$4,051,463

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$159,534	25.4%
Interest Revenue	$0
Dividends	$94,825	15.1%
Sales of Assets	$356,866	56.9%
Other Income	$16,000	2.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$325,842	90.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,051,463
Total Liabilities	$0
Net Assets	$4,051,463

Compensation

Key Employees and Officers	Compensation	Other
Phyllis W Hallene (President)	$0	$0
Carol H King (Vice President/Secretary)	$0	$0
Bryan W Hallene (Treasurer)	$0	$0
Janet H O'hern (Vice President)	$0	$0
James N Hallene (Vice President)	$0	$0
John A Slover Jr (Assistant Secretary)	$0	$0

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990-PF

Filed on Nov. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$524,623

Expenses

$306,201

Net Income

$218,422

Net Assets

$3,784,730

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$153,084	29.2%
Interest Revenue	$0
Dividends	$91,737	17.5%
Sales of Assets	$252,502	48.1%
Other Income	$27,300	5.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$280,780	91.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,784,731
Total Liabilities	$1
Net Assets	$3,784,730

Compensation

Key Employees and Officers	Compensation	Other
Phyllis W Hallene (President/Secretary)	$0	$0
John A Slover Jr (Assistant Secretary)	$0	$0
Alan M Hallene Jr (Treasurer)	$0	$0
Carol H King (Director)	$0	$0
James N Hallene (Director)	$0	$0
Janet H O'hern (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2019

Revenue

$457,738

Expenses

$408,029

Net Income

$49,709

Net Assets

$3,566,308

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$169,790	37.1%
Interest Revenue	$0
Dividends	$93,197	20.4%
Sales of Assets	$194,751	42.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$359,085	88.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,566,309
Total Liabilities	$1
Net Assets	$3,566,308

Compensation

Key Employees and Officers	Compensation	Other
Phyllis W Hallene (President/Secretary)	$0	$0
John A Slover Jr (Assistant Secretary)	$0	$0
Alan M Hallene Jr (Treasurer)	$0	$0
Carol H King (Director)	$0	$0
James N Hallene (Director)	$0	$0
Janet H O'hern (Director)	$0	$0

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990-PF

Filed on Nov. 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2018

Revenue

$329,254

Expenses

$457,219

Net Income

-$127,965

Net Assets

$3,516,600

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$169,690	51.5%
Interest Revenue	$0
Dividends	$89,106	27.1%
Sales of Assets	$70,458	21.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$432,588	94.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,516,600
Total Liabilities	$0
Net Assets	$3,516,600

Compensation

Key Employees and Officers	Compensation	Other
Phyllis W Hallene (President/Secretary)	$0	$0
John A Slover Jr (Assistant Secretary)	$0	$0
Alan M Hallene Jr (Treasurer)	$0	$0
Carol H King (Director)	$0	$0
James N Hallene (Director)	$0	$0
Janet H O'hern (Director)	$0	$0

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990-PF

Filed on June 10, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

$389,596

Expenses

$327,504

Net Income

$62,092

Net Assets

$3,644,565

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$169,640	43.5%
Interest Revenue	$0
Dividends	$65,930	16.9%
Sales of Assets	$154,026	39.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$305,445	93.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,667,096
Total Liabilities	$22,531
Net Assets	$3,644,565

Compensation

Key Employees and Officers	Compensation	Other
Phyllis W Hallene (President/Secretary)	$0	$0
John A Slover Jr (Assistant Secretary)	$0	$0
Alan M Hallene Jr (Treasurer)	$0	$0
Carol H King (Director)	$0	$0
James N Hallene (Director)	$0	$0
Janet H O'hern (Director)	$0	$0

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990-PF

Filed on June 12, 2018

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Revenue

$330,999

Expenses

$295,091

Net Income

$35,908

Net Assets

$3,582,473

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$166,890	50.4%
Interest Revenue	$0
Dividends	$67,916	20.5%
Sales of Assets	$96,193	29.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$269,573	91.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,582,473
Total Liabilities	$0
Net Assets	$3,582,473

Compensation

Key Employees and Officers	Compensation	Other
Phyllis W Hallene (President/Secretary)	$0	$0
John A Slover Jr (Assistant Secretary)	$0	$0
Alan M Hallene Jr (Treasurer)	$0	$0
Carol H King (Director)	$0	$0
James N Hallene (Director)	$0	$0
Janet H O'hern (Director)	$0	$0

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990-PF

Filed on May 31, 2017

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Revenue

$622,850

Expenses

$271,652

Net Income

$351,198

Net Assets

$3,546,565

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$166,890	26.8%
Interest Revenue	$0
Dividends	$66,953	10.7%
Sales of Assets	$389,007	62.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$247,736	91.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,546,565
Total Liabilities	$0
Net Assets	$3,546,565

Compensation

Key Employees and Officers	Compensation	Other
Phyllis W Hallene (President/Secretary)	$0	$0
John A Slover Jr (Assistant Secretary)	$0	$0
Alan M Hallene Jr (Treasurer)	$0	$0
Carol H King (Director)	$0	$0
James N Hallene (Director)	$0	$0
Janet H O'hern (Director)	$0	$0

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990-PF

Filed on May 10, 2016

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Revenue

$369,409

Expenses

$279,997

Net Income

$89,412

Net Assets

$3,195,367

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$169,415	45.9%
Interest Revenue	$0
Dividends	$71,406	19.3%
Sales of Assets	$128,588	34.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$258,938	92.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,195,367
Total Liabilities	$0
Net Assets	$3,195,367

Compensation

Key Employees and Officers	Compensation	Other
Phyllis W Hallene (President/Secretary)	$0	$0
John A Slover Jr (Assistant Secretary)	$0	$0
Alan M Hallene Jr (Treasurer)	$0	$0
Carol H King (Director)	$0	$0
James N Hallene (Director)	$0	$0
Janet H O'hern (Director)	$0	$0

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990-PF

Filed on May 11, 2015

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Revenue

$242,338

Expenses

$246,260

Net Income

-$3,922

Net Assets

$3,105,955

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,465	1.0%
Interest Revenue	$0
Dividends	$72,664	30.0%
Sales of Assets	$167,209	69.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$221,492	89.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,105,955
Total Liabilities	$0
Net Assets	$3,105,955

Compensation

Key Employees and Officers	Compensation	Other
Phyllis W Hallene (President/Secretary)	$0	$0
John A Slover Jr (Assistant Secretary)	$0	$0
Alan M Hallene Jr (Treasurer)	$0	$0
Carol H King (Director)	$0	$0
James N Hallene (Director)	$0	$0
Janet H O'hern (Director)	$0	$0

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990-PF

Filed on May 5, 2014

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Dec.
2012

Revenue

$304,016

Expenses

$241,100

Net Income

$62,916

Net Assets

$3,109,876

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,415	0.8%
Interest Revenue	$0
Dividends	$89,888	29.6%
Sales of Assets	$211,713	69.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$206,873	85.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,109,877
Total Liabilities	$1
Net Assets	$3,109,876

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Revenue

$227,458

Expenses

$252,217

Net Income

-$24,759

Net Assets

$3,046,960

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,265	1.0%
Interest Revenue	$0
Dividends	$79,806	35.1%
Sales of Assets	$145,387	63.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$198,296	78.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,046,961
Total Liabilities	$1
Net Assets	$3,046,960

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Hallene Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $362k (2024)

Expenses $354k (2024)

Total Assets $4.34M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Revenue

$362k (2024)

Expenses

$354k (2024)

Total Assets

$4.34M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001