HALE FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
HALE FAMILY FOUNDATION INC (EIN 20-0976212)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-24
IRS object ID
202401159349100025
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-04-24T09:40:46-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RICHARD E HENNESSEYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13511 BAY ROAD N DRIVEAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200976212EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HALE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHALEBusinessNameControlTxt
Phone5133783300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1704 TAMARIND CTAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJJOSEPH HALE JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5133783300PhoneNum
Signature2024-04-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJJOSEPHPersonFirstNm
Person LastHALE JRPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD E HENNESSEYPreparerPersonNm
PTINP00097149PTIN
Phone3174189473PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$175,923FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,582DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,582DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,582DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,582TotalRevAndExpnssAmt
Total Net Invst Incm$1,582TotalNetInvstIncmAmt
Total Adj Net Incm$1,582TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$1,043OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,043OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$73TaxesRevAndExpnssAmt
Taxes Net Invst Incm$73TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,116TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,116TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$43,865ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$43,865ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$44,981TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,116TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$43,865TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$43,399ExcessRevenueOverExpensesAmt
Net Investment Income$466NetInvestmentIncomeAmt
Adjusted Net Income$1,582AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$72,528CashBOYAmt
Cash EOY$78,065CashEOYAmt
Cash EOYFMV$78,065CashEOYFMVAmt
Corporate Bonds BOY$157,990CorporateBondsBOYAmt
Corporate Bonds EOY$109,054CorporateBondsEOYAmt
Corporate Bonds EOYFMV$97,858CorporateBondsEOYFMVAmt
Total Assets BOY$230,518TotalAssetsBOYAmt
Total Assets EOY$187,119TotalAssetsEOYAmt
Total Assets EOYFMV$175,923TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$160,090RetainedEarningBOYAmt
Retained Earning EOY-$203,489RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$230,518TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$187,119TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$230,518TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$187,119TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$230,518TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$43,399ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$187,119SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$187,119TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$6TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJ JOSEPH HALE JRIndividualWithBooksNm
Phone5133783300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11919 GULFSHORE BLVDAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34102ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
J JOSEPH HALE JR
704 TAMARIND CTNAPLESFL34108PRESIDENT0.00$0$0$0
LINDA DAYHUFF HALE
704 TAMARIND CTNAPLESFL34108VICE PRESIDENT0.00$0$0$0
BRITTEN WOODSIDE HALE
704 TAMARIND CTNAPLESFL34108DIRECTOR0.00$0$0$0
ANDREW GRANT HALE
704 TAMARIND CTNAPLESFL34108DIRECTOR0.00$0$0$0
KATHERINE HALE GRAMBLING
704 TAMARIND CTNAPLESFL34108DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$121,374AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$75,296AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$196,670TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$196,670AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,950CashDeemedCharitableAmt
Net Vl Noncharitable Assets$193,720NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,686MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,686MinimumInvestmentReturnAmt
Tax Based On Investment Income$6TaxBasedOnInvestmentIncomeAmt
Total Tax$6TotalTaxAmt
Distributable Before Adj$9,680DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$9,680DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$9,680DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$43,865ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$43,865QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,680DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$12,633ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$30,946ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$7,774ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$29,268ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$27,591ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$108,212TotalExcessDistributionCyovAmt
Qualifying Distributions$43,865QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,680AppliedToCurrentYearAmt
Remaining Distri From Corpus$34,185RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$142,397TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$12,633ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$129,764ExcessDistriCyovToNextYrAmt
Excess From Year4$30,946ExcessFromYear4Amt
Excess From Year3$7,774ExcessFromYear3Amt
Excess From Year2$29,268ExcessFromYear2Amt
Excess From Year1$27,591ExcessFromYear1Amt
Excess From Current Year$34,185ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJ JOSEPH HALE JRContributingManagerNm
Contributing ManagerLINDA DAYHUFF HALEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CINCINNATI COUNTRY DAY SCHOOL
6905 GIVEN ROADCINCINNATIOH45243NONE501(C)(3)GENERAL ASSISTANCE$250
COLUMBUS AREA ARTS COUNCIL
431 SIXTH STREETCOLUMBUSIN47201NONE501(C)(3)GENERAL ASSISTANCE$100
COLUMBUS REGIONAL HEALTH CENTER
2400 EAST 17TH STREETCOLUMBUSIN47201NONE501(C)(3)GENERAL ASSISTANCE$500
DANCE KALEIDOSCOPE
1125 E BROOKSIDE AVENUEINDIANAPOLISIN46202NONE501(C)(3)GENERAL ASSISTANCE$3,493
DEPAUW UNIVERSITY
PO BOX 37GREENCASTLEIN46135NONE501(C)(3)GENERAL ASSISTANCE$2,000
EGAN MARITIME INSTITUTE
4 WINTER STREETNANTUCKETMA02554NONE501(C)(3)GENERAL ASSISTANCE$250
FIRST CONGREGATIONAL CHURCH
P O BOX 866NANTUCKETMA02554NONE501(C)(3)GENERAL ASSISTANCE$1,000
INDIANAPOLIS MOTOR SPEEDWAY MUSEUM
4750 WEST 16TH STREETINDIANAPOLISIN46222NONE501(C)(3)GENERAL ASSISTANCE$10,000
LANDMARK COLUMBUS FOUNDATION
408 6TH STREETCOLUMBUSIN47201NONE501(C)(3)GENERAL ASSISTANCE$1,000
NANTUCKET HISTORICAL ASSN
P O BOX 1016NANTUCKETMA02554NONE501(C)(3)GENERAL ASSISTANCE$1,000
STAR INC LIGHTING THE WAY
182 WOLFPIT AVENUENORWALKCT06851NONE501(C)(3)GENERAL ASSISTANCE$415
FAMILY CENTERS
40 ARCH STREETGREENWICHCT06830NONE501(C)(3)GENERAL ASSISTANCE$150
ST LUKE UNITED METHODIST CHURCH
100 W 86TH STREETINDIANAPOLISIN46260NONE501(C)(3)GENERAL ASSISTANCE$1,000
HIGHLAND UNITED METHODIST CHURCH
314 N FT THOMAS AVENUEFT THOMASKY41075NONE501(C)(3)GENERAL ASSISTANCE$150
NATIONAL FRAGILE X FOUNDATION
1012 14TH STREET NWWASHINGTONDC20005NONE501(C)(3)GENERAL ASSISTANCE$150
UNITED METHODIST COMMUNICATIONS FOUNDATION
PO BOX 320NASHVILLETN37202NONE501(C)(3)GENERAL ASSISTANCE$5,000
UNIVERSITY CLUB FOUNDATION INC
970 N DELAWARE STREETINDIANAPOLISIN46202NONE501(C)(3)GENERAL ASSISTANCE$250
ON THE ISLE
PO BOX 756SIASCONSETMA02564NONE501(C)(3)GENERAL ASSISTANCE$10,000
NANTUCKET LAND & WATER COUNCIL
6 ASH LANENANTUCKETMA02554NONE501(C)(3)GENERAL ASSISTANCE$250
NAPLES ZOO
1590 GOODLETTE-FRANK RDNAPLESFL34102NONE501(C)(3)GENERAL ASSISTANCE$200
CHILDREN'S CANCER CAUSE
1325 G STREET NWWASHINGTONDC20005NONE501(C)(3)GENERAL ASSISTANCE$100
THE TRUSTEES OF THE RESERVATION
200 HIGH STREETBOSTONMA02110NONE501(C)(3)GENERAL ASSISTANCE$107
TOM NEVERS CIVIC ASSN
PO BOX 3144NANTUCKETMA02584NONE501(C)(3)GENERAL ASSISTANCE$50
DISCOVER BROADWAY
123 VIVIAN STREETDURHAMNC27701NONE501(C)(3)GENERAL ASSISTANCE$5,000
KAN KAN CINEMA
1258 WINDSOR STINDIANAPOLISIN46201NONE501(C)(3)GENERAL ASSISTANCE$1,450
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$43,865TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,582RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$1,582RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,582TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4INVESTMENT INCOME SET ASIDE FOR FUTURE GRANTS
8CAPITAL GAIN INCOME SET ASIDE FOR FUTURE GRANTS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondPERSHINGBondNm
EOY Book Value$109,054EOYBookValueAmt
EOYFMV$97,858EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$1,043Amt
Net Investment Income$1,043NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
JJOSEPH HALE
1919 GULFSHORE BLVDNAPLESFL34102
LINDA D HALE
1919 GULFSHORE BLVDNAPLESFL34102

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$73Amt
Net Investment Income$73NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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