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Hallock Family Foundation

  • Sarasota, FL
  • Tax-exempt since Sept. 2013
  • EIN: 46-1527680

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a 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: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Summary charts: organization finances over time

Revenue
$2.96k (2025)

Expenses
$155k (2025)

Total Assets
$0 (2025)

Total Liabilities
$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

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 July
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,961
Expenses
$155,159
Net Income
-$152,198
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,961
100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $153,609
99.0%
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 $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Other
Richard W Hallock (President) $0 $0
Anna Hallock (Vice Preside) $0 $0
Peter J Hallock (Director) $0 $0
Lisa A Hallock (Secretary Tr) $0 $0
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Document Links

990-PF
Filed on Aug. 14, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$77,829
Expenses
$4,797,201
Net Income
-$4,719,372
Net Assets
$151,131
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $77,829
100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,794,456
99.9%
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 $151,131
Total Liabilities $0
Net Assets $151,131
Compensation
Key Employees and Officers Compensation Other
Richard W Hallock (President) $0 $0
Anna Hallock (Vice Preside) $0 $0
Peter J Hallock (Director) $0 $0
Lisa A Hallock (Secretary Tr) $0 $0
+ View more people

Document Links

990-PF
Filed on Feb. 14, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$158,034
Expenses
$213,325
Net Income
-$55,291
Net Assets
$4,364,090
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $111,468
70.5%
Sales of Assets $46,566
29.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $209,620
98.3%
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 $4,364,090
Total Liabilities $0
Net Assets $4,364,090
Compensation
Key Employees and Officers Compensation Other
Richard W Hallock (President) $0 $0
Anna Hallock (Vice Preside) $0 $0
Peter J Hallock (Director) $0 $0
Lisa A Hallock (Secretary Tr) $0 $0
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Document Links

990-PF
Filed on April 25, 2024

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$86,997
Expenses
$229,576
Net Income
-$142,579
Net Assets
$3,885,324
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $88,950
> 100%
Sales of Assets -$1,953
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $225,500
98.2%
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 $3,885,324
Total Liabilities $0
Net Assets $3,885,324
Compensation
Key Employees and Officers Compensation Other
Richard W Hallock (President) $0 $0
Anne K Hallock (Vice Preside) $0 $0
Peter J Hallock (Director) $0 $0
Lisa A Hallock (Secretary Tr) $0 $0
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Document Links

990-PF
Filed on Feb. 21, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$158,666
Expenses
$192,174
Net Income
-$33,508
Net Assets
$4,931,090
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $101,517
64.0%
Sales of Assets $57,149
36.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $188,700
98.2%
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 $4,931,090
Total Liabilities $0
Net Assets $4,931,090
Compensation
Key Employees and Officers Compensation Other
Richard W Hallock (President) $0 $0
Anne K Hallock (Vice Preside) $0 $0
Peter J Hallock (Director) $0 $0
Lisa A Hallock (Secretary Tr) $0 $0
+ View more people

Document Links

990-PF
Filed on April 22, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$111,311
Expenses
$217,426
Net Income
-$106,115
Net Assets
$4,534,731
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $83,088
74.6%
Sales of Assets $28,223
25.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $213,500
98.2%
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 $4,534,732
Total Liabilities $1
Net Assets $4,534,731
Compensation
Key Employees and Officers Compensation Other
Richard W Hallock (President) $0 $0
Anne K Hallock (Vice Preside) $0 $0
Peter J Hallock (Director) $0 $0
Lisa A Hallock (Secretary Tr) $0 $0
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Document Links

990-PF
Filed on Feb. 16, 2021

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,249,568
Expenses
$179,257
Net Income
$1,070,311
Net Assets
$4,091,345
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $615,451
49.3%
Interest Revenue $0
Dividends $99,522
8.0%
Sales of Assets $534,595
42.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $172,000
96.0%
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 $4,091,346
Total Liabilities $1
Net Assets $4,091,345
Compensation
Key Employees and Officers Compensation Other
Richard W Hallock (President) $0 $0
Anne K Hallock (Secretary) $0 $0
Peter J Hallock (Director) $0 $0
Lisa A Hallock (Director) $0 $0
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Document Links

990-PF
Filed on Feb. 24, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$127,972
Expenses
$141,970
Net Income
-$13,998
Net Assets
$3,030,032
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $87,166
68.1%
Sales of Assets $40,806
31.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $137,500
96.9%
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 $3,030,032
Total Liabilities $0
Net Assets $3,030,032
Compensation
Key Employees and Officers Compensation Other
Richard W Hallock (President) $0 $0
Anne K Hallock (Secretary) $0 $0
Peter J Hallock (Director) $0 $0
Lisa A Hallock (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Feb. 12, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$588,997
Expenses
$108,566
Net Income
$480,431
Net Assets
$3,327,480
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $306,209
52.0%
Interest Revenue $0
Dividends $71,324
12.1%
Sales of Assets $211,464
35.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $104,500
96.3%
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 $3,327,480
Total Liabilities $0
Net Assets $3,327,480
Compensation
Key Employees and Officers Compensation Other
Richard W Hallock (President) $0 $0
Anne K Hallock (Secretary) $0 $0
Peter J Hallock (Director) $0 $0
Lisa A Hallock (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on April 30, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,047,597
Expenses
$96,756
Net Income
$950,841
Net Assets
$2,739,310
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $465,024
44.4%
Interest Revenue $0
Dividends $64,979
6.2%
Sales of Assets $517,594
49.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $95,000
98.2%
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 $2,739,310
Total Liabilities $0
Net Assets $2,739,310
Compensation
Key Employees and Officers Compensation Other
Richard W Hallock (President) $0 $0
Anne K Hallock (Secretary) $0 $0
Peter J Hallock (Director) $0 $0
Lisa A Hallock (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on May 5, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$475,850
Expenses
$15,810
Net Income
$460,040
Net Assets
$2,194,794
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $335,195
70.4%
Interest Revenue $0
Dividends $46,417
9.8%
Sales of Assets $94,238
19.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,000
82.2%
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 $2,194,794
Total Liabilities $0
Net Assets $2,194,794
Compensation
Key Employees and Officers Compensation Other
Richard W Hallock (President) $0 $0
Anne K Hallock (Secretary) $0 $0
Peter J Hallock (Director) $0 $0
Lisa A Hallock (Director) $0 $0
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Document Links

990-PF
Filed on April 29, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$719,496
Expenses
$61,713
Net Income
$657,783
Net Assets
$1,889,176
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $517,557
71.9%
Interest Revenue $0
Dividends $40,000
5.6%
Sales of Assets $161,939
22.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $60,000
97.2%
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 $1,889,176
Total Liabilities $0
Net Assets $1,889,176
Compensation
Key Employees and Officers Compensation Other
Richard W Hallock (President) $0 $0
Anne K Hallock (Secretary) $0 $0
Peter J Hallock (Director) $0 $0
Lisa A Hallock (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on April 30, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,569,949
Expenses
$32,321
Net Income
$1,537,628
Net Assets
$1,348,568
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $731,477
46.6%
Interest Revenue $0
Dividends $21,371
1.4%
Sales of Assets $817,101
52.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,000
92.8%
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 $1,348,568
Total Liabilities $0
Net Assets $1,348,568
Compensation
Key Employees and Officers Compensation Other
Richard W Hallock (President) $0 $0
Anne K Hallock (Secretary) $0 $0
Peter J Hallock (Director) $0 $0
Lisa A Hallock (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on April 7, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$515,191
Expenses
$0
Net Income
$515,191
Net Assets
$515,191
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $510,000
99.0%
Interest Revenue $0
Dividends $5,191
1.0%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $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 $515,191
Total Liabilities $0
Net Assets $515,191

Document Links

990-PF

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

PDF

About This Data

What Is This Data?

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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