2013-03-11T09:23:13-05:00 2012-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 462400857 990PF 2012-01-01 200976212 THE HALE FAMILY FOUNDATION INC HALE 5133783300 1919 GULFSHORE BLVD NORTH NO 701 NAPLES FL 34102 J JOSEPH HALE JR 5133783300 2013-02-22 1 RYAN MILLER P00839776 3175802000 2013-02-22 2012 2016-02-24 21:20:13Z X 453185 X 0 X 18920 18920 43164 162156 43164 62084 62084 0 0 0 2000 0 0 432 0 0 100 0 0 2532 0 0 40825 40825 43357 0 40825 18727 62084 45818 3853 3853 321370 186729 250224 20344 200026 199108 387532 390608 453185 0 0 X 0 0 0 0 387532 390608 387532 390608 387532 390608 387532 18727 0 406259 15651 390608 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 43164 1 1242 0 1242 0 1242 0 10 1252 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A J JOSEPH HALE JR 5133783300 1919 GULFSHORE BLVD NORTH 701 NAPLES FL 34102 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 J JOSEPH HALE JR 1919 GULFSHORE BLVD NORTH 701 NAPLES FL 34102 0.00 0 0 0 LINDA DAYHUFF HALE 1919 GULFSHORE BLVD NORTH 701 NAPLES FL 34102 0.00 0 0 0 BRITTEN WOODSIDE HALE 1919 GULFSHORE BLVD NORTH 701 NAPLES FL 34102 0.00 0 0 0 ANDREW GRANT HALE 1919 GULFSHORE BLVD NORTH 701 NAPLES FL 34102 0.00 0 0 0 KATHERINE HALE GRAMBLING 1919 GULFSHORE BLVD NORTH 701 NAPLES FL 34102 0.00 0 0 0 NONE 0 NONE 0 0 458757 21187 0 479944 0 0 479944 7199 472745 23637 23637 1242 1242 22395 0 22395 0 22395 40825 0 40825 0 40825 22395 4242 0 0 40825 4242 0 0 22395 14188 0 0 14188 0 0 0 0 0 0 0 14188 14188 J JOSEPH HALE JR X 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 9900 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 1000 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 5000 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 5000 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 2100 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 2850 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 1500 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 1800 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 STE 1200 INDIANAPOLIS IN 46225 NONE SUPPORTING ORGANIZAT OPERATIONS 50 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 1965 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 40825 0 14 18920 18 43164 0 62084 0 62084 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2000 0 0 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. 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 DUKE ENERGY 186729 250224 SPECTRA ENERGY CORP 0 0 BOOK TAX BASIS DIFFERENCE - SPECTRA ENERGY CORP 15651 OHIO FILING FEE 100 0 0 FEDERAL TAXES 432 0 0