HALE FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HALE FAMILY FOUNDATION INC (EIN 20-0976212)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-03-11
- IRS object ID
- 201310709349100351
- Schema version
- 2012v2.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-11T09:23:13-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352123203 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSM BUSINESS SERVICES INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40857 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462400857 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200976212 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HALE FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HALE | NameControl |
| Phone | 5133783300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1919 GULFSHORE BLVD NORTH NO 701 | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34102 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J JOSEPH HALE JR | Name |
| Title | PRESIDENT | Title |
| Phone | 5133783300 | Phone |
| Date Signed | 2013-02-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RYAN MILLER | Name |
| PTIN | P00839776 | PTIN |
| Phone | 3175802000 | Phone |
| Date Prepared | 2013-02-22 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 453185 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 18920 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 18920 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 43164 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 162156 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 43164 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 62084 | TotalRevenueAndExpenses |
| Total Net Investment Income | 62084 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 432 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 100 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2532 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 40825 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 40825 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 43357 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 40825 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 18727 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 62084 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 45818 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 3853 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 3853 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 321370 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 186729 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 250224 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 20344 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 200026 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 199108 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 387532 | TotalAssetsBOY |
| Total Assets EOY | 390608 | TotalAssetsEOY |
| Total Assets EOYFMV | 453185 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 387532 | RetainedEarningsBOY |
| Retained Earnings EOY | 390608 | RetainedEarningsEOY |
| Total Net Assets BOY | 387532 | TotalNetAssetsBOY |
| Total Net Assets EOY | 390608 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 387532 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 390608 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 387532 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 18727 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 406259 | Subtotal |
| Other Decreases | 15651 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 390608 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| DUKE ENERGY - CASH IN LIEU OF 0.33 SHS | P | 2006-11-10 | 2012-07-03 | 23 | 20 | 3 | 3 |
| SPECTRA ENERGY CORP - 5883 SHS | P | 2008-08-08 | 2012-11-28 | 162133 | 118972 | 43161 | 43161 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 43164 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 1 | LiableFor4942Tax |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1242 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1242 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1242 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 10 | PenaltyForUnderpayment |
| Tax Due | 1252 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | J JOSEPH HALE JR | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5133783300 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1919 GULFSHORE BLVD NORTH 701 | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| J JOSEPH HALE JR | ||||||||
| 1919 GULFSHORE BLVD NORTH 701 | NAPLES | FL | 34102 | DIR., PRES. & TREASURER | 0.00 | 0 | 0 | 0 |
| LINDA DAYHUFF HALE | ||||||||
| 1919 GULFSHORE BLVD NORTH 701 | NAPLES | FL | 34102 | DIR., V. PRES & SECRETARY | 0.00 | 0 | 0 | 0 |
| BRITTEN WOODSIDE HALE | ||||||||
| 1919 GULFSHORE BLVD NORTH 701 | NAPLES | FL | 34102 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| ANDREW GRANT HALE | ||||||||
| 1919 GULFSHORE BLVD NORTH 701 | NAPLES | FL | 34102 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| KATHERINE HALE GRAMBLING | ||||||||
| 1919 GULFSHORE BLVD NORTH 701 | NAPLES | FL | 34102 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 458757 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 21187 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 479944 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 479944 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7199 | CashDeemedCharitable |
| Net Noncharitable Assets | 472745 | NetNoncharitableAssets |
| Minimum Investment Return | 23637 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 23637 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1242 | TaxBasedOnInvestmentIncome |
| Total Tax | 1242 | TotalTax |
| Distributable Amount Before Adj | 22395 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 22395 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 22395 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 40825 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 40825 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 40825 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 22395 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 4242 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 40825 | QualifyingDistributions |
| Applied To Year1 | 4242 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 22395 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 14188 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 14188 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 14188 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 14188 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | J JOSEPH HALE JR | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (53 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| DARTMOUTH COLLEGE | ||||||||
| DARTMOUTH COLLEGE - 6066 DEV OFFICE | HANOVER | NH | 03755 | NONE | PUBLIC CHARITY | OPERATIONS | $400 | |
| BARTHOLOMEW COUNTY HUMANE SOCIETY | ||||||||
| 4110 E 200 S | COLUMBUS | IN | 47201 | NONE | PUBLIC CHARITY | OPERATIONS | $150 | |
| SCONSET TRUST | ||||||||
| PO BOX 821 | SIASCONSET | MA | 02564 | NONE | PUBLIC CHARITY | OPERATIONS | $9,900 | |
| AMERICAN DIABETES ASSOCIATION | ||||||||
| 1701 NORTH BEAUREGARD STREET | ALEXANDRIA | VA | 22311 | NONE | PUBLIC CHARITY | OPERATIONS | $100 | |
| MERRYMAN HOUSE DOMESTIC CRISIS CENTER | ||||||||
| 629 BROAD ST | MURRAY | KY | 42071 | NONE | PUBLIC CHARITY | OPERATIONS | $200 | |
| NATIONAL OUTDOOR LEADERSHIP SCHOOL | ||||||||
| 284 LINCOLN ST | LANDER | WY | 82520 | NONE | PUBLIC CHARITY | OPERATIONS | $250 | |
| EGAN MARITIME INSTITUTE | ||||||||
| 4 WINTER STREET | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | OPERATIONS | $1,000 | |
| ON THE ISLE | ||||||||
| PO BOX 756 | SIASCONSET | MA | 02564 | NONE | PUBLIC CHARITY | OPERATIONS | $250 | |
| NANTUCKET ARTS COUNCIL INC | ||||||||
| 45 SPARKS AVE | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | OPERATIONS | $250 | |
| AUSTISM SPEAKS | ||||||||
| 1 EAST 33RD ST 4TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | OPERATIONS | $250 | |
| BLESSED SACRAMENT CATHOLIC SCHOOL | ||||||||
| 1973 ELM ST | DENVER | CO | 80220 | NONE | PUBLIC CHARITY | OPERATIONS | $100 | |
| BONNET HOUSE INC | ||||||||
| 900 N BIRCH ROAD | FORT LAUDERDALE | FL | 33304 | NONE | PUBLIC CHARITY | OPERATIONS | $100 | |
| BRIGHTLIGHT FOUNDATION | ||||||||
| PO BOX 132319 | SPRING | TX | 77393 | NONE | PUBLIC CHARITY | OPERATIONS | $5,000 | |
| CHILDREN'S MIRACLE NETWORK | ||||||||
| 205 WEST 700 SOUTH | SALT LAKE CITY | UT | 84101 | NONE | PUBLIC CHARITY | OPERATIONS | $100 | |
| MARCH OF DIMES | ||||||||
| 1275 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | NONE | PUBLIC CHARITY | OPERATIONS | $200 | |
| HILLSIDE HEALTH CARE INTERNATIONAL | ||||||||
| 6650 W STATE STREET UNIT D 111 | MILWAUKEE | WI | 53213 | NONE | PUBLIC CHARITY | OPERATIONS | $200 | |
| HANOVER COLLEGE | ||||||||
| PO BOX 108 | HANOVER | IN | 47243 | NONE | PUBLIC CHARITY | OPERATIONS | $5,000 | |
| COLUMBUS REGIONAL HOSPITAL FOUNDATION | ||||||||
| 2400 EAST 17TH STREET | COLUMBUS | IN | 47201 | NONE | PUBLIC CHARITY | OPERATIONS | $200 | |
| THE ORCHARD SCHOOL | ||||||||
| 615 WEST 64TH STREET | INDIANAPOLIS | IN | 46260 | NONE | PUBLIC CHARITY | OPERATIONS | $400 | |
| DEPAUW UNIVERSITY | ||||||||
| PO BOX 37 | GREENCASTLE | IN | 46135 | NONE | PUBLIC CHARITY | OPERATIONS | $2,100 | |
| DENVER ZOOLOGICAL FOUNDATION | ||||||||
| 2300 STEELE ST | DENVER | CO | 80205 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | OPERATIONS | $50 | |
| CHARLES A TINDLEY ACCELERATED SCHOOL | ||||||||
| 3960 MEADOWS DRIVE | INDIANAPOLIS | IN | 46205 | NONE | PUBLIC CHARITY | OPERATIONS | $100 | |
| CROHN'S & COLITIS FOUNDATION OF AMERICA | ||||||||
| 836 PARK AVE S 17 | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | OPERATIONS | $100 | |
| INDIANAPOLIS SYMPHONY ORCHESTRA | ||||||||
| 32 EAST WASHINGTON ST | INDIANAPOLIS | IN | 46204 | NONE | PUBLIC CHARITY | OPERATIONS | $250 | |
| FIRST CONGREGATIONAL CHURCH | ||||||||
| 62 CENTRE STREET | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | OPERATIONS | $600 | |
| NANTUCKET LIGHTHOUSE SCHOOL | ||||||||
| 1 RUGGED ROAD | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | OPERATIONS | $2,850 | |
| NANTUCKET HIGH SCHOOL | ||||||||
| 10 SURFSIDE ROAD | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| NANTUCKET HISTORICAL ASSOCIATION | ||||||||
| PO BOX 1016 | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | OPERATIONS | $1,500 | |
| PEACE CORPS | ||||||||
| 1111 20TH ST NW | WASHINGTON | DC | 20526 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| PUBLIC BROADCASTING OF COLORADO INC | ||||||||
| 7409 S ALTON COURT | CENTENNIAL | CO | 80112 | NONE | PUBLIC CHARITY | OPERATIONS | $60 | |
| YMCA OF GREATER INDIANAPOLIS | ||||||||
| 615 N ALABAMA ST SUITE 200 | INDIANAPOLIS | IN | 46204 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| COMMUNITY FOUNDATION FOR NANTUCKET | ||||||||
| PO BOX 204 | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | OPERATIONS | $1,800 | |
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 250 6TH STREET SOUTH | NAPLES | FL | 34102 | NONE | PUBLIC CHARITY | OPERATIONS | $750 | |
| INDIANA CHILDREN AND FAMILY SERVICES | ||||||||
| 9702 E WASHINGTON STE 400 311 | INDIANAPOLIS | IN | 46229 | NONE | PUBLIC CHARITY | OPERATIONS | $100 | |
| GETTYSBURG COLLEGE | ||||||||
| 300 N WASHINGTON ST | GETTYSBURG | PA | 17325 | NONE | PUBLIC CHARITY | OPERATIONS | $100 | |
| INDIANA SPORTS CORPORATION | ||||||||
| PAN AMERICA PLAZA 201 S CAPITOL AVE | INDIANAPOLIS | IN | 46225 | NONE | SUPPORTING ORGANIZAT | OPERATIONS | $50 | STE 1200 |
| NANTUCKET PRESERVATION TRUST | ||||||||
| PO BOX 158 | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | OPERATIONS | $500 | |
| NAPLES BOTANICAL GARDEN | ||||||||
| 4820 BAYSHORE DR | NAPLES | FL | 34112 | NONE | PUBLIC CHARITY | OPERATIONS | $250 | |
| PKS KIDS | ||||||||
| PO BOX 94 | FLORISSANT | MO | 63032 | NONE | PUBLIC CHARITY | OPERATIONS | $50 | |
| PURDUE FOUNDATION | ||||||||
| 403 W WOOD ST | WEST LAFAYETTE | IN | 47907 | NONE | SUPPORTING ORGANIZAT | OPERATIONS | $250 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| PO BOX 27106 | NEW YORK | NY | 10087 | NONE | GROUP | OPERATIONS | $50 | |
| NANTUCKET SUSTAINABLE DEVELOPMENT CORPORATION | ||||||||
| PO BOX 1244 | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | OPERATIONS | $1,965 | |
| THEATRE WORKSHOP OF NANTUCKET | ||||||||
| 58 MAIN ST | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | OPERATIONS | $100 | |
| THE HOLE IN THE WALL GANG FUND | ||||||||
| 555 LONG WHARF DRIVE | NEW HAVEN | CT | 06511 | NONE | OPERATIONS | $150 | ||
| WCAI - THE CAPE AND ISLANDS NPR STATION | ||||||||
| 3 WATER ST PO BOX 82 | WOODS HOLE | MA | 02543 | NONE | PUBLIC CHARITY | OPERATIONS | $100 | |
| WGCU PUBLIC MEDIA - FLORIDA NPR STATION | ||||||||
| 10501 FGCU BLVD SOUTH | FOT MYERS | FL | 33965 | NONE | PUBLIC CHARITY | OPERATIONS | $100 | |
| DENVER TROUT | ||||||||
| 140 SOUTH BROADWAY | DENVER | CO | 80209 | NONE | PUBLIC CHARITY | TO BENEFIT URBAN S. PLATTE RIVER RESTORATION | $150 | |
| CINCINNATI COUNTRY DAY SCHOOL | ||||||||
| 6905 GIVEN ROAD | CINCINNATI | OH | 45243 | NONE | PUBLIC CHARITY | OPERATIONS | $200 | |
| MERIDIAN STREET METHODIST CHURCH | ||||||||
| 5500 NORTH MERIDIAN ST | INDIANAPOLIS | IN | 46208 | NONE | PUBLIC CHARITY | OPERATIONS | $200 | |
| SWIM ACROSS AMERICA | ||||||||
| ONE INTERNATIONAL PLACE STE 4600 | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | OPERATIONS | $100 | |
| ST CLEMENT ELEMENTARY SCHOOL | ||||||||
| 225 NW 29TH ST | FORT LAUDERDALE | FL | 33311 | NONE | PUBLIC CHARITY | OPERATIONS | $100 | |
| NORTH CENTRAL HS ALUMNI ASSOCIATION | ||||||||
| 1801 E 86TH STREET | INDIANAPOLIS | IN | 46240 | NONE | OPERATIONS | $100 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 40825 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $18,920 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $43,164 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $62,084 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 62084 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $2,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | I, J. JOSEPH HALE, JR. AS PRESIDENT OF THE HALE FAMILY FOUNDATION, DECLARE THAT THE FOUNDATION IS MAKING AN ELECTION UNDER REGULATION SECTION 53.4942(A)-3(D)(2) TO TREAT CURRENT QUALIFYING DISTRIBUTIONS WHICH ARE NOT TREATED AS MADE OUT OF THE UNDISTRIBUTED INCOME OF 2008 AS BEING MADE OUT OF THE UNDISTRIBUTED INCOME OF 2007 TO THE EXTENT OF $2,398. THIS ELECTION IS REFLECTED ON PART XIII, LINE 4B. | Election |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (14 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| UNITED HEALTH GROUP | 10573 | 10050 |
| WELLS FARGO | 9771 | 10137 |
| GENL ELECTRIC CAP CORP 5.250 | 8655 | 8459 |
| GENL ELECTRIC CAP CORP 5.500 | 7688 | 7537 |
| ALLY BANK 2.050 | 20455 | 20452 |
| ALLY BANK 1.600 | 10176 | 10190 |
| AMER EXPR CENTURION BANK 3.400 | 10845 | 10775 |
| CITI BANK 4.000 | 16439 | 16345 |
| DISCOVER BANK 3.650 | 21165 | 21164 |
| GE MONEY BANK DRAPER 2.750 | 21005 | 21058 |
| GE CAPITAL FINANCING 3.750 | 10896 | 10801 |
| GOLDMAN SACHS BANK 1.800 | 20345 | 20235 |
| SOUTHWEST AIRLINES 5.250 | 16093 | 15964 |
| GE MONEY BANK DRAPER 2.950 | 15920 | 15941 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| DUKE ENERGY | 186729 | 250224 |
| SPECTRA ENERGY CORP | 0 | 0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK TAX BASIS DIFFERENCE - SPECTRA ENERGY CORP | Description |
| Amount | $15,651 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OHIO FILING FEE | Description |
| Revenue And Expenses Per Books | 100 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | Category |
| Amount | $432 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments