HALE FAMILY FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
HALE FAMILY FOUNDATION INC (EIN 20-0976212)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-06
IRS object ID
201501269349100230
Schema version
2014v5.0
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)
Return2015-05-06T12:04:04-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP00097149PTIN
Phone3174236125PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$467,814FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4,681InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,681InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$4,681InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$10,890DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,890DividendsNetInvstIncmAmt
Dividends Adj Net Incm$10,890DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$105,619NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$264,669GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$105,619CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$121,190TotalRevAndExpnssAmt
Total Net Invst Incm$121,190TotalNetInvstIncmAmt
Total Adj Net Incm$15,571TotalAdjNetIncmAmt
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$750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$750AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$271TaxesRevAndExpnssAmt
Taxes Net Invst Incm$271TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,026TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,026TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$35,945ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$35,945ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$36,971TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,026TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$35,945TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$84,219ExcessRevenueOverExpensesAmt
Net Investment Income$120,164NetInvestmentIncomeAmt
Adjusted Net Income$15,571AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,062CashBOYAmt
Cash EOY$1,500CashEOYAmt
Cash EOYFMV$1,500CashEOYFMVAmt
Corporate Stock BOY$189,358CorporateStockBOYAmt
Corporate Stock EOY$383,933CorporateStockEOYAmt
Corporate Stock EOYFMV$355,286CorporateStockEOYFMVAmt
Corporate Bonds BOY$176,516CorporateBondsBOYAmt
Corporate Bonds EOY$72,722CorporateBondsEOYAmt
Corporate Bonds EOYFMV$111,028CorporateBondsEOYFMVAmt
Total Assets BOY$373,936TotalAssetsBOYAmt
Total Assets EOY$458,155TotalAssetsEOYAmt
Total Assets EOYFMV$467,814TotalAssetsEOYFMVAmt
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-$16,672RetainedEarningBOYAmt
Retained Earning EOY$67,547RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$373,936TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$458,155TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$373,936TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$458,155TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$373,936TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$84,219ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$458,155SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$458,155TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
STIFELP2014-10-302014-12-08$10,022$10,181-$159-$159
STIFELP2006-11-062014-12-01$254,647$148,869$105,778$105,778
FieldValueIRS element (for citing)
Capital Gain Net Income$105,619CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$159NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$30,160AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$447,813NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.067350DistributionYr1Rt
Total Distribution0.067350TotalDistributionRt
Average Distribution0.067350AverageDistributionRt
Net Vl Noncharitable Assets$455,017NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$30,645AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,202NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$31,847AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$35,945QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,202InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,202SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,202TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$6EsPenaltyAmt
Tax Due$1,208TaxDueAmt

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

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$457,165AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,781AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$461,946TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$461,946AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,929CashDeemedCharitableAmt
Net Vl Noncharitable Assets$455,017NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,751MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,751MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,202TaxBasedOnInvestmentIncomeAmt
Total Tax$1,202TotalTaxAmt
Distributable Before Adj$21,549DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$21,549DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$21,549DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$35,945ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$35,945QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,202PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$34,743AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$21,549DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$8,040ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$8,040TotalExcessDistributionCyovAmt
Qualifying Distributions$35,945QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$21,549AppliedToCurrentYearAmt
Remaining Distri From Corpus$14,396RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$22,436TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$22,436ExcessDistriCyovToNextYrAmt
Excess From Year1$8,040ExcessFromYear1Amt
Excess From Current Year$14,396ExcessFromCurrentYearAmt

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 (35 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN DIABETES ASSN
1701 N BEAUREGARD STALEXANDRIAVA22311NONE501(C)(3)GENERAL ASSISTANCE$100
AUTISM SOCIETY OF CENTRAL OHIO
PO BOX 272WORTHINGTONOH43085NONE501(C)(3)GENERAL ASSISTANCE$500
BRIDGES OF UNDERSTANDING FOUNDATION
PO BOX 2232NEW YORKNY10101NONE501(C)(3)GENERAL ASSISTANCE$100
COMMUNITY FOUNDATION OF NANTUCKET
P O BOX 204NANTUCKETMA02554NONE501(C)(3)GENERAL ASSISTANCE$2,005
GLOBAL BRIGHT LIGHT FOUNDATION
PO BOX 3415NAPLESFL34106NONE501(C)(3)GENERAL ASSISTANCE$1,000
DEPAUW UNIVERSITY
P O BOX 37GREENCASTLEIN46135NONE501(C)(3)GENERAL ASSISTANCE$3,000
THE PENROD SOCIETY
P O BOX 40817INDIANAPOLISIN46240NONE501(C)(3)GENERAL ASSISTANCE$1,000
EGAN MARITIME INSTITUTE
4 WINTER STREETNANTUCKETMA02554NONE501(C)(3)GENERAL ASSISTANCE$2,834
FIRST CONGREGATIONAL CHURCH
PO BOX 866NANTUCKETMA02554NONE501(C)(3)GENERAL ASSISTANCE$500
MARITIME AQUARIUM AT NORWALK
10 N WATER STREETNORWALKCT06854NONE501(C)(3)GENERAL ASSISTANCE$200
WCAINPR
PO BOX 82WOODS HOLEMA02543NONE501(C)(3)GENERAL ASSISTANCE$50
HANOVER COLLEGE
PO BOX 108HANOVERIN47243NONE501(C)(3)GENERAL ASSISTANCE$5,000
THE DAWES ARBORETUM
7770 JACKSONTOWN ROADNEWARKOH43056NONE501(C)(3)GENERAL ASSISTANCE$100
AMERICAN HEART ASSOCIATION
6100 W 96TH STREETINDIANAPOLISIN46278NONE501(C)(3)GENERAL ASSISTANCE$100
UNIVERSITY OF CINCINNATI
PO BOX 19970CINCINNATIOH45219NONE501(C)(3)GENERAL ASSISTANCE$100
MARCH OF DIMES
1275 MAMARONECK AVEWHITE PLAINSNY10605NONE501(C)(3)GENERAL ASSISTANCE$2,500
OPPORTUNITY INTERNATIONAL
2122 YORK ROADOAK BROOKIL60523NONE501(C)(3)GENERAL ASSISTANCE$206
NANTUCKET HISTORICAL ASSN
P O BOX 1016NANTUCKETMA02554NONE501(C)(3)GENERAL ASSISTANCE$1,600
ARTISTS ASSOCIATION OF NANTUCKET
PO BOX 1104NANTUCKETMA02554NONE501(C)(3)GENERAL ASSISTANCE$200
NANTUCKET COMMUNITY MUSIC CENTER
PO BOX 1352NANTUCKETMA02554NONE501(C)(3)GENERAL ASSISTANCE$250
LEXINGTON AVENUE BAPTIST CHURCH
483 W REYNOLDS ROADLEXINGTONKY40503NONE501(C)(3)GENERAL ASSISTANCE$100
THE BAYLY PROJECT
4 DEVON ROADDARIENCT06820NONE501(C)(3)GENERAL ASSISTANCE$450
ORCHARD COUNTRY DAY SCHOOL
615 W 64TH STREETINDIANAPOLISIN46260NONE501(C)(3)GENERAL ASSISTANCE$150
CINCINNATI COUNTRY DAY SCHOOL
6905 GIVEN ROADCINCINNATIOH45243NONE501(C)(3)GENERAL ASSISTANCE$150
GETTYSBURG COLLEGE
300 N WASHINGTON STREETGETTYSBURGPA17325NONE501(C)(3)GENERAL ASSISTANCE$100
SIASCONSET UNION CHAPEL
PO BOX 400SIASCONSETMA02564NONE501(C)(3)GENERAL ASSISTANCE$1,100
THEATRE WORKSHOP OF NANTUCKET
PO BOX 1297NANTUCKETMA02554NONE501(C)(3)GENERAL ASSISTANCE$2,000
THE OLD NORTHSIDE FOUNDATION
1420 N ALABAMAINDIANAPOLISIN46208NONE501(C)(3)GENERAL ASSISTANCE$250
THE SCONSET TRUST
PO BOX 821SIASCONSETMA02564NONE501(C)(3)GENERAL ASSISTANCE$6,500
NOROTON PRESBYSTERIAN CHURCH
2011 POST ROADDARIENCT06820NONE501(C)(3)GENERAL ASSISTANCE$250
THE MARITIME AQUARIUM
10 N WATER STREETNORWALKCT06854NONE501(C)(3)GENERAL ASSISTANCE$200
DARIEN NATURE CENTER
120 BROOKSIDE ROADDARIENCT06820NONE501(C)(3)GENERAL ASSISTANCE$100
YMCA OF DARIEN CT
2420 POST ROADDARIENCT06820NONE501(C)(3)GENERAL ASSISTANCE$100
YMCA OF GREATER INDIANAPOLIS
615 N ALABAMAINDIANAPOLISIN46204NONE501(C)(3)GENERAL ASSISTANCE$2,950
UNIVERSITY OF VIRGINIA
211 EMMET STREET SOUTHCHARLOTTESVILLEVA22903NONE501(C)(3)GENERAL ASSISTANCE$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$35,945TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,681RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$10,890RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$105,619RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$121,190RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$121,190TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$750Amt
Net Investment Income$750NetInvestmentIncomeAmt
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$72,722EOYBookValueAmt
EOYFMV$111,028EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTIFEL NICOLAUSStockNm
EOY Book Value$383,933EOYBookValueAmt
EOYFMV$355,286EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$5Amt
Net Investment Income$5NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$271Amt
Net Investment Income$271NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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