HALE FAMILY FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
HALE FAMILY FOUNDATION INC (EIN 20-0976212)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-13
IRS object ID
201931339349102063
Schema version
2018v3.1
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)
Return2019-05-13T12:26:35-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Line1902 N CAPITOL AVENUEAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

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 Line11919 GULFSHORE BLVD NORTH NO 701AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJJOSEPH HALE JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5133783300PhoneNum
Signature2019-05-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD E HENNESSEYPreparerPersonNm
PTINP00097149PTIN
Phone3174236125PhoneNum
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.162.122.135IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-01IPDt
IP Tm16:28:56IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id38F0EDC1BC31F565548C56D977E9E340136BABA9AtSubmissionCreationDeviceId
At Submission Filing Device Id38F0EDC1BC31F565548C56D977E9E340136BABA9AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$316,608FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,967ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$6,003DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,003DividendsNetInvstIncmAmt
Dividends Adj Net Incm$6,003DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$12,630NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$87,720GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,340TotalRevAndExpnssAmt
Total Net Invst Incm$6,003TotalNetInvstIncmAmt
Total Adj Net Incm$6,003TotalAdjNetIncmAmt
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
Accounting Fees Rev And Expnss$875AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$875AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$88TaxesRevAndExpnssAmt
Taxes Net Invst Incm$88TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$963TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$963TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$29,281ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$29,281ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$30,244TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$963TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$29,281TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$28,904ExcessRevenueOverExpensesAmt
Net Investment Income$5,040NetInvestmentIncomeAmt
Adjusted Net Income$6,003AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,152CashBOYAmt
Cash EOY$60,952CashEOYAmt
Cash EOYFMV$60,952CashEOYFMVAmt
Corporate Stock BOY$268,258CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Corporate Bonds BOY$78,982CorporateBondsBOYAmt
Corporate Bonds EOY$258,536CorporateBondsEOYAmt
Corporate Bonds EOYFMV$255,656CorporateBondsEOYFMVAmt
Total Assets BOY$348,392TotalAssetsBOYAmt
Total Assets EOY$319,488TotalAssetsEOYAmt
Total Assets EOYFMV$316,608TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$42,216RetainedEarningBOYAmt
Retained Earning EOY-$71,120RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$348,392TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$319,488TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$348,392TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$319,488TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$348,392TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$28,904ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$319,488SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$319,488TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
DISCOVER2016-08-232018-09-18$10,000$10,000$0$0
DUKE ENERGY2006-11-102018-01-23$77,720$90,350-$12,630-$12,630
FieldValueIRS element (for citing)
Capital Gain Net Income-$12,630CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$49,063AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$365,131NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.134371DistributionYr1Rt
Adjusted Qlfy Distri Yr2$50,571AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$400,187NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.126368DistributionYr2Rt
Adjusted Qlfy Distri Yr3$35,453AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$440,727NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.080442DistributionYr3Rt
Adjusted Qlfy Distri Yr4$34,743AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$455,017NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.076355DistributionYr4Rt
Adjusted Qlfy Distri Yr5$30,160AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$447,813NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.067350DistributionYr5Rt
Total Distribution0.484886TotalDistributionRt
Average Distribution0.096977AverageDistributionRt
Net Vl Noncharitable Assets$334,977NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$32,485AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$50NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$32,535AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$29,281QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$101InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$101SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$101TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$101TaxDueAmt

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 Contributors0NewSubstantialContributorsInd
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
1919 GULFSHORE BLVDNAPLESFL34102PRESIDENT0.00$0$0$0
LINDA DAYHUFF HALE
1919 GULFSHORE BLVDNAPLESFL34102VICE PRESIDENT0.00$0$0$0
BRITTEN WOODSIDE HALE
1919 GULFSHORE BLVDNAPLESFL34102DIRECTOR0.00$0$0$0
ANDREW GRANT HALE
1919 GULFSHORE BLVDNAPLESFL34102DIRECTOR0.00$0$0$0
KATHERINE HALE GRAMBLING
1919 GULFSHORE BLVDNAPLESFL34102DIRECTOR0.00$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$269,618AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$70,460AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$340,078TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$340,078AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,101CashDeemedCharitableAmt
Net Vl Noncharitable Assets$334,977NetVlNoncharitableAssetsAmt
Minimum Investment Return$16,749MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$16,749MinimumInvestmentReturnAmt
Tax Based On Investment Income$101TaxBasedOnInvestmentIncomeAmt
Total Tax$101TotalTaxAmt
Distributable Before Adj$16,648DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$16,648DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$16,648DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$29,281ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$29,281QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$29,281AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$16,648DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$8,040ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$14,396ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$13,617ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$30,702ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$30,982ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$97,737TotalExcessDistributionCyovAmt
Qualifying Distributions$29,281QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$16,648AppliedToCurrentYearAmt
Remaining Distri From Corpus$12,633RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$110,370TotalCorpusAmt
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$8,040ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$102,330ExcessDistriCyovToNextYrAmt
Excess From Year4$14,396ExcessFromYear4Amt
Excess From Year3$13,617ExcessFromYear3Amt
Excess From Year2$30,702ExcessFromYear2Amt
Excess From Year1$30,982ExcessFromYear1Amt
Excess From Current Year$12,633ExcessFromCurrentYearAmt

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 (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COLUMBUS REGIONAL HEALTH CENTER
2400 EAST 17TH STREETCOLUMBUSIN47201NONE501(C)(3)GENERAL ASSISTANCE$1,000
COMMUNITY FOUNDATION FOR NANTUCKET
P O BOX 204NANTUCKETMA02554NONE501(C)(3)GENERAL ASSISTANCE$500
EGAN MARITIME INSTITUTE
4 WINTER STREETNANTUCKETMA02554NONE501(C)(3)GENERAL ASSISTANCE$1,600
FIRST CONGREGATIONAL CHURCH
P O BOX 866NANTUCKETMA02554NONE501(C)(3)GENERAL ASSISTANCE$4,333
HANOVER COLLEGE
P O BOX 108HANOVERIN47243NONE501(C)(3)GENERAL ASSISTANCE$5,000
MCAULIFFE AT SMILEY FOUNDATION
2540 HOLLY STREETDENVERCO80207NONE501(C)(3)GENERAL ASSISTANCE$250
NANTUCKET ARTS COUNCIL
P O BOX 2176NANTUCKETMA02584NONE501(C)(3)GENERAL ASSISTANCE$1,000
NANTUCKET BOOK FESTIVAL
P O BOX 3531NANTUCKETMA02584NONE501(C)(3)GENERAL ASSISTANCE$900
NANTUCKET HISTORICAL ASSN
P O BOX 1016NANTUCKETMA02554NONE501(C)(3)GENERAL ASSISTANCE$1,600
NOROTON PRESBYSTERIAN CHURCH
2011 POST ROADDARIENCT06820NONE501(C)(3)GENERAL ASSISTANCE$100
STAMFORD HOSPITAL FOUNDATION
1351 WASHINGTON BLVDSTAMFORDCT06902NONE501(C)(3)GENERAL ASSISTANCE$400
THE NANTUCKET DREAMLAND
PO BOX 989NANTUCKETMA02554NONE501(C)(3)GENERAL ASSISTANCE$5,000
THE SCONSET TRUST
PO BOX 821SIASCONSETMA02564NONE501(C)(3)GENERAL ASSISTANCE$250
THE SCONSET UNION CHAPEL
P O BOX 400SIASCONSETMA02564NONE501(C)(3)GENERAL ASSISTANCE$1,200
THEATRE WORKSHOP OF NANTUCKET
P O BOX 1297NANTUCKETMA02554NONE501(C)(3)GENERAL ASSISTANCE$500
NEW ALBANY HIGH SCHOOL
1020 VINCENNES STREETNEW ALBANYIN47150NONEPCGENERAL PURPOSE$250
WCAI
PO BOX 82WOODS HOLEMA02543NONEPCGENERAL PURPOSES$100
NOW LAY ME DOWN TO SLEEP
4281 EXPRESS LANESARASOTAFL34249NONEPCGENERAL PURPOSES$130
THE DAWES ARBORETUM
7770 JACKSONTOWN RDNEWARKOH43056NONEPCGENERAL PURPOSES$50
KAT6A FOUNDATION
23 OAKSHADE AVENUEDARIENCT06820NONEPCGENERAL PURPOSES$210
WILLIAM RAVEIS CHARITABLE FUNDS
ONE EXCHANGE PLAZANEW YORKNY10006NONEPCGENERAL PURPOSES$208
THE ORCHARD SCHOOL
615 W 64TH STREETINDIANAPOLISIN46260NONEPCGENERAL PURPOSES$1,000
NANTUCKET COTTAGE HOSPITAL
57 PROSPECT STREETNANTUCKETMA02554NONEPCGENERAL PURPOSES$2,500
TWO CENTRE STREET RESTORATION PROJECT
PO BOX 1171NANTUCKETMA02554NONEPCGENERAL PURPOSES$250
FAMILIES FIRST
2400 READING ROADCINCINNATIOH45202NONEPCGENERAL PURPOSES$100
LADD
3603 VICTORY PARKWAYCINCINNATIOH45229NONEPCGENERAL PURPOSES$100
DUBLIN COMMUNITY FOUNDATION
81 W BRIDGE STREETDUBLINOH43017NONEPCGENERAL PURPOSES$250
NANTUCKET COMMUNITY TELEVISION
9 BAYBERRY COURTNANTUCKETMA02554NONEPCGENERAL PURPOSES$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$29,281TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,003RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$12,630RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm-$6,627RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$6,627TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJ JOSEPH HALEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11919 GULF SHORE BLVD 701AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34102ZIPCd
FieldValueIRS element (for citing)
Total Contributions$7,967TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$875Amt
Net Investment Income$875NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSTIFEL NICOLAUSBondNm
EOY Book Value$258,536EOYBookValueAmt
EOYFMV$255,656EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$88Amt
Net Investment Income$88NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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