HALE FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HALE FAMILY FOUNDATION INC (EIN 20-0976212)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-26
- IRS object ID
- 201801169349100410
- Schema version
- 2017v2.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-26T12:18:44-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD E HENNESSEY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 902 N CAPITOL AVENUE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200976212 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HALE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HALE | BusinessNameControlTxt |
| Phone | 5133783300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1919 GULFSHORE BLVD NORTH NO 701 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JJOSEPH HALE JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5133783300 | PhoneNum |
| Signature | 2018-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD E HENNESSEY | PreparerPersonNm |
| PTIN | P00097149 | PTIN |
| Phone | 3174236125 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $353,562 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,305 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $9,744 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,744 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $9,744 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$407 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $99,081 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,642 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,744 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $9,744 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $70 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $70 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $920 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $920 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,151 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,151 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $50,071 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $920 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,151 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$39,429 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,824 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,744 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,425 | CashBOYAmt |
| Cash EOY | $1,152 | CashEOYAmt |
| Cash EOYFMV | $1,152 | CashEOYFMVAmt |
| Corporate Stock BOY | $301,414 | CorporateStockBOYAmt |
| Corporate Stock EOY | $268,258 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $268,300 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $78,982 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $78,982 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $84,110 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $387,821 | TotalAssetsBOYAmt |
| Total Assets EOY | $348,392 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $353,562 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$2,787 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$42,216 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $387,821 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $348,392 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $387,821 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $348,392 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $387,821 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$39,429 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $348,392 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $348,392 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| AMERICAN EXPRESS | 2016-10-11 | 2017-10-04 | $4,939 | $5,037 | -$98 | -$98 | |
| STIFEL 71695062 | 2012-11-29 | 2017-05-30 | $94,142 | $94,451 | -$309 | -$309 | |
| STIFEL 71695062 | $0 | $0 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$407 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$98 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $50,571 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $400,187 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.126368 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $35,453 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $440,727 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.080442 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $34,743 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $455,017 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.076355 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,160 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $447,813 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.067350 | DistributionYr4Rt |
| Total Distribution | 0.350515 | TotalDistributionRt |
| Average Distribution | 0.087629 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $365,131 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $31,996 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $88 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $32,084 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $49,151 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $88 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $88 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $88 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $88 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | J JOSEPH HALE JR | IndividualWithBooksNm |
| Phone | 5133783300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1919 GULFSHORE BLVD | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| J JOSEPH HALE JR | ||||||||
| 1919 GULFSHORE BLVD | NAPLES | FL | 34102 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| LINDA DAYHUFF HALE | ||||||||
| 1919 GULFSHORE BLVD | NAPLES | FL | 34102 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| BRITTEN WOODSIDE HALE | ||||||||
| 1919 GULFSHORE BLVD | NAPLES | FL | 34102 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANDREW GRANT HALE | ||||||||
| 1919 GULFSHORE BLVD | NAPLES | FL | 34102 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KATHERINE HALE GRAMBLING | ||||||||
| 1919 GULFSHORE BLVD | NAPLES | FL | 34102 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $366,403 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,288 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $370,691 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $370,691 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,560 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $365,131 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,257 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,257 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $88 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $88 | TotalTaxAmt |
| Distributable Before Adj | $18,169 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,169 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,169 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,151 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $49,151 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $88 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $49,063 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,169 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $8,040 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,396 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,617 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $30,702 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $66,755 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $49,151 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,169 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,982 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $97,737 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $97,737 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,040 | ExcessFromYear4Amt |
| Excess From Year3 | $14,396 | ExcessFromYear3Amt |
| Excess From Year2 | $13,617 | ExcessFromYear2Amt |
| Excess From Year1 | $30,702 | ExcessFromYear1Amt |
| Excess From Current Year | $30,982 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | J JOSEPH HALE JR | ContributingManagerNm |
| Contributing Manager | LINDA DAYHUFF HALE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN DIABETES ASSOCIATION | |||||||
| 2451 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | NONE | 501(C)(3) | GENERAL ASSISTANCE | $100 |
| AMERICAN HEART ASSOCIATION | |||||||
| 6100 W 96TH STREET | INDIANAPOLIS | IN | 46278 | NONE | 501(C)(3) | GENERAL ASSISTANCE | $100 |
| CINCINNATI COUNTRY DAY SCHOOL | |||||||
| 6905 GIVEN ROAD | CINCINNATI | OH | 45243 | NONE | 501(C)(3) | GENERAL ASSISTANCE | $300 |
| COLUMBUS REGIONAL HEALTH CENTER | |||||||
| 2400 EAST 17TH STREET | COLUMBUS | IN | 47201 | NONE | 501(C)(3) | GENERAL ASSISTANCE | $440 |
| COMMUNITY FOUNDATION FOR NANTUCKET | |||||||
| P O BOX 204 | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | GENERAL ASSISTANCE | $2,355 |
| DEPAUW UNIVERSITY | |||||||
| P O BOX 37 | GREENCASTLE | IN | 46135 | NONE | 501(C)(3) | GENERAL ASSISTANCE | $5,000 |
| EGAN MARITIME INSTITUTE | |||||||
| 4 WINTER STREET | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | GENERAL ASSISTANCE | $1,833 |
| FIRST CONGREGATIONAL CHURCH | |||||||
| P O BOX 866 | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | GENERAL ASSISTANCE | $5,928 |
| GLOBAL BRIGHTLIGHT FOUNDATION | |||||||
| 718 7TH STREET NW | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | GENERAL ASSISTANCE | $1,000 |
| HANOVER COLLEGE | |||||||
| P O BOX 108 | HANOVER | IN | 47243 | NONE | 501(C)(3) | GENERAL ASSISTANCE | $5,000 |
| NANTUCKET ARTS COUNCIL | |||||||
| P O BOX 2176 | NANTUCKET | MA | 02584 | NONE | 501(C)(3) | GENERAL ASSISTANCE | $500 |
| NANTUCKET BOOK FESTIVAL | |||||||
| P O BOX 3531 | NANTUCKET | MA | 02584 | NONE | 501(C)(3) | GENERAL ASSISTANCE | $1,000 |
| NANTUCKET HISTORICAL ASSN | |||||||
| P O BOX 1016 | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | GENERAL ASSISTANCE | $1,000 |
| NANTUCKET LIGHTHOUSE SCHOOL | |||||||
| 1 RUGGED ROAD | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | GENERAL ASSISTANCE | $750 |
| NOROTON PRESBYSTERIAN CHURCH | |||||||
| 2011 POST ROAD | DARIEN | CT | 06820 | NONE | 501(C)(3) | GENERAL ASSISTANCE | $370 |
| STAMFORD HOSPITAL FOUNDATION | |||||||
| 1351 WASHINGTON BLVD | STAMFORD | CT | 06902 | NONE | 501(C)(3) | GENERAL ASSISTANCE | $150 |
| THE NANTUCKET DREAMLAND | |||||||
| PO BOX 989 | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | GENERAL ASSISTANCE | $8,550 |
| THE SCONSET TRUST | |||||||
| PO BOX 821 | SIASCONSET | MA | 02564 | NONE | 501(C)(3) | GENERAL ASSISTANCE | $5,000 |
| THE SCONSET UNION CHAPEL | |||||||
| P O BOX 400 | SIASCONSET | MA | 02564 | NONE | 501(C)(3) | GENERAL ASSISTANCE | $500 |
| THEATRE WORKSHOP OF NANTUCKET | |||||||
| P O BOX 1297 | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | GENERAL ASSISTANCE | $2,750 |
| MCAULIFFE AT SMILEY FOUNDATION | |||||||
| 2540 HOLLY STREET | DENVER | CO | 80207 | NONE | 501(C)(3) | GENERAL ASSISTANCE | $650 |
| ALMANACK ARTS COLONY | |||||||
| 25 ALMANACK POND ROAD | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | GENERAL ASSISTANCE | $100 |
| SUSTAINABLE NANTUCKET | |||||||
| PO BOX 1244 | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | GENERAL ASSISTANCE | $1,125 |
| NANTUCKET MUSICAL ARTS SOCIETY | |||||||
| 56 CENTRE ST | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | GENERAL ASSISTANCE | $150 |
| HACKERS FOR HOPE | |||||||
| P O BOX 545 | NEW CANAAN | CT | 06840 | NONE | 501(C)(3) | GENERAL ASSISTANCE | $200 |
| UPLIFT SOLUTIONS | |||||||
| 700 DELSEA DRIVE | WESTVILLE | NJ | 08093 | NONE | 501(C)(3) | GENERAL ASSISTANCE | $1,000 |
| TEACH FOR AMERICA | |||||||
| 1314 N MERIDIAN STREET | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | GENERAL ASSISTANCE | $500 |
| THE FOUNDATION FOR UNITED METHODIST COMMUNICATIONS | |||||||
| BOX 440228 | NASHVILLE | TN | 37244 | NONE | 501(C)(3) | GENERAL ASSISTANCE | $1,000 |
| LICKING COUNTY FOUNDATION | |||||||
| 30 N SECOND STREET | NEWARK | OH | 43058 | NONE | 501(C)(3) | GENERAL ASSISTANCE | $200 |
| NEWARK HIGH SCHOOL | |||||||
| 906 HOWELL DRIVE | NEWARK | OH | 43055 | NONE | 501(C)(3) | GENERAL ASSISTANCE | $100 |
| THE GREATER CINCINNATI FOUNDATION | |||||||
| 200 W 4TH STREET | CINCINNATI | OH | 45202 | NONE | 501(C)(3) | GENERAL ASSISTANCE | $500 |
| LUBIRD'S LIGHT FOUNDATION | |||||||
| 5540 E 4TH AVENUE | DENVER | CO | 80220 | NONE | 501(C)(3) | GENERAL ASSISTANCE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,151 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,744 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$407 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $9,337 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,337 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INVESTMENT INCOME SET ASIDE FOR FUTURE GRANTS |
| 8 | CAPITAL GAIN INCOME SET ASIDE FOR FUTURE GRANTS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | J JOSEPH HALE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1919 GULF SHORE BLVD 701 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,305 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $850 | Amt |
| Net Investment Income | $850 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | STIFEL NICOLAUS | BondNm |
| EOY Book Value | $78,982 | EOYBookValueAmt |
| EOYFMV | $84,110 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STIFEL NICOLAUS | StockNm |
| EOY Book Value | $268,258 | EOYBookValueAmt |
| EOYFMV | $268,300 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $70 | Amt |
| Net Investment Income | $70 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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