HALE FAMILY FOUNDATION INC: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
HALE FAMILY FOUNDATION INC (EIN 20-0976212)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-15
IRS object ID
201231369349100303
Schema version
2011v1.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-05-15T06:20:26-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN352123203EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1KSM BUSINESS SERVICES INCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 40857AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code462400857ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN200976212EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE HALE FAMILY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlHALENameControl
Phone5133783300Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11919 GULFSHORE BLVD NORTH NO 701AddressLine1
CityNAPLESCity
StateFLState
ZIP Code34102ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJ JOSEPH HALE JRName
TitlePRESIDENTTitle
Phone5133783300Phone
Date Signed2012-05-10DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRYAN MILLERName
PTINP00839776PTIN
Phone3175802000Phone
Date Prepared2012-05-10DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY505684FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss0ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss21624DividendsRevAndExpnss
Dividends Net Invst Incm21624DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-3511NetGainSaleAssetsRevAndExpnss
Gross Sales Price56085GrossSalesPrice
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses18113TotalRevenueAndExpenses
Total Net Investment Income21624TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Taxes Rev And Expnss403TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss403TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss25764ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps25764ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss26167TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps25764TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-8054ExcessOfRevenueOverExpenses
Net Investment Income21624NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY4047SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY45818SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV45818SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY324550InvestmentsCorpStockBOY
Investments Corp Stock EOY321370InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV439776InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY68769InvestmentsCorpBondsBOY
Investments Corp Bonds EOY20344InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV20090InvestmentsCorpBondsEOYFMV
Total Assets BOY397366TotalAssetsBOY
Total Assets EOY387532TotalAssetsEOY
Total Assets EOYFMV505684TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY397366RetainedEarningsBOY
Retained Earnings EOY387532RetainedEarningsEOY
Total Net Assets BOY397366TotalNetAssetsBOY
Total Net Assets EOY387532TotalNetAssetsEOY
Total Liabilities Net Assets BOY397366TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY387532TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY397366TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-8054ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal389312Subtotal
Other Decreases1780OtherDecreases
Total Net Assets Fund Balances EOY387532TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
BANK OF AMERICAP2009-12-152011-01-1890009551-551-551
DOW CHEMICAL COMPANYP2009-12-152011-02-012000021084-1084-1084
VERIZON NEW YORKP2009-12-152011-11-282556027561-2001-2001
KENDLE INTL INCP2007-05-112011-07-2215251400125125
FieldValueIRS element (for citing)
Capital Gain Net Income-3511CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax1LiableFor4942Tax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax432InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal432Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income432TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due432TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithOHStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameJ JOSEPH HALE JRBooksInCareOfPersonName
Books In Care Of Phone Number5133783300BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11919 GULFSHORE BLVD NORTH 701AddressLine1
CityNAPLESCity
StateFLState
ZIP Code34102ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
J JOSEPH HALE JR
1919 GULFSHORE BLVD NORTH 701NAPLESFL34102DIR., PRES. & TREASURER0.00000
LINDA DAYHUFF HALE
1919 GULFSHORE BLVD NORTH 701NAPLESFL34102DIR., V. PRES & SECRETARY0.00000
BRITTEN WOODSIDE HALE
1919 GULFSHORE BLVD NORTH 701NAPLESFL34102DIRECTOR0.00000
ANDREW GRANT HALE
1919 GULFSHORE BLVD NORTH 701NAPLESFL34102DIRECTOR0.00000
KATHERINE SCHELLER HALE
1919 GULFSHORE BLVD NORTH 701NAPLESFL34102DIRECTOR0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities432893AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances25526AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets458419TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets458419AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable6876CashDeemedCharitable
Net Noncharitable Assets451543NetNoncharitableAssets
Minimum Investment Return22577MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return22577MinimumInvestmentReturn
Tax Based On Investment Income432TaxBasedOnInvestmentIncome
Total Tax432TotalTax
Distributable Amount Before Adj22145DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded22145DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted22145DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions25764ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions25764QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions25764AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted22145DistributableAmountAsAdjusted
Undistributed Income Prior Year7861UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions25764QualifyingDistributions
Applied To Year17861AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year17903AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY4242UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerJ JOSEPH HALE JRContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (34 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
DARTMOUTH COLLEGE
DARTMOUTH COLLEGEHANOVERNH03755NONEPUBLIC CHARITYOPERATIONS$200
BARTHOLOMEW COUNTY HUMANE SOCIETY
4110 E 200 SCOLUMBUSIN47201NONEPUBLIC CHARITYOPERATIONS$100
SCONSET TRUST
PO BOX 821SIASCONSETMA02564NONEPUBLIC CHARITYOPERATIONS$6,750
AMERICAN DIABETES ASSOCIATION
1701 NORTH BEAUREGARD STREETALEXANDRIAVA22311NONEPUBLIC CHARITYOPERATIONS$100
BARTHOLOMEW COUNTY HISTORICAL SOCIETY
524 THIRD STCOLUMBUSIN47201NONEPUBLIC CHARITYOPERATIONS$200
NATIONAL OUTDOOR LEADERSHIP SCHOOL
284 LINCOLN STLANDERWY82520NONEPUBLIC CHARITYOPERATIONS$200
EGAN MARITIME INSTITUTE
4 WINTER STREETNANTUCKETMA02554NONEPUBLIC CHARITYOPERATIONS$1,540
ON THE ISLE
PO BOX 756SIASCONSETMA02564NONEPUBLIC CHARITYOPERATIONS$250
BUILDING TOMORROW
407 FUTON STINDIANAPOLISIN46202NONEPUBLIC CHARITYOPERATIONS$50
AMERICAN LUNG ASSOCIATION
1301 PENNSYLVANIA AVE NW SUITE 800WASHINTONDC20004NONEPUBLIC CHARITYOPERATIONS$200
CROSSROADS OF AMERICA COUNCIL
7125 FALL CREEK ROAD NORTHINDIANAPOLISIN46256NONEPUBLIC CHARITYOPERATIONS$200
ATHENAEUM FOUNDATION
401 EAST MICHIGAN STREETINDIANAPOLISIN46204NONEPUBLIC CHARITYOPERATIONS$50
NORTH CENTRAL HS ALUMNI ASSOCIATION
1801 E 86TH STREETINDIANAPOLISIN46240NONEPUBLIC CHARITYOPERATIONS$100
MARCH OF DIMES
1275 MAMARONECK AVENUEWHITE PLAINSNY10605NONEPUBLIC CHARITYOPERATIONS$400
HILLSIDE HEALTH CARE INTERNATIONAL
6650 W STATE STREET UNIT D 111MILWAUKEEWI53213NONEPUBLIC CHARITYOPERATIONS$200
HANOVER COLLEGE
PO BOX 108HANOVERIN47243NONEPUBLIC CHARITYOPERATIONS$1,000
COLUMBUS REGIONAL HOSPITAL FOUNDATION
2400 EAST 17TH STREETCOLUMBUSIN47201NONEPUBLIC CHARITYOPERATIONS$200
THE ORCHARD SCHOOL
615 WEST 64TH STREETINDIANAPOLISIN46260NONEPUBLIC CHARITYOPERATIONS$250
DEPAUW UNIVERSITY
PO BOX 37GREENCASTLEIN46135NONEPUBLIC CHARITYOPERATIONS$1,600
DENVER ZOOLOGICAL FOUNDATION
2300 STEELE STDENVERCO80205NONEPUBLIC CHARITYOPERATIONS$275
JUVENILE DIABETES RESEARCH FOUNDATION
26 BROADWAY 14TH FLOORNEW YORKNY10004NONEPUBLIC CHARITYOPERATIONS$200
CHARLES A TINDLEY ACCELERATED SCHOOL
3960 MEADOWS DRIVEINDIANAPOLISIN46205NONEPUBLIC CHARITYOPERATIONS$150
INDIANAPOLIS OPERA
4011 N PENNSYLVANIA STINDIANAPOLISIN46205NONEPUBLIC CHARITYOPERATIONS$250
INDIANAPOLIS SYMPHONY ORCHESTRA
32 EAST WASHINGTON STINDIANAPOLISIN46204NONEPUBLIC CHARITYOPERATIONS$200
FIRST CONGREGATIONAL CHURCH
62 CENTRE STREETNANTUCKETMA02554NONEPUBLIC CHARITYOPERATIONS$100
NANTUCKET LIGHTHOUSE SCHOOL
1 RUGGED ROADNANTUCKETMA02554NONEPUBLIC CHARITYOPERATIONS$8,000
NANTUCKET HIGH SCHOOL
10 SURFSIDE ROADNANTUCKETMA02554NONEPUBLIC CHARITYOPERATIONS$750
NANTUCKET HISTORICAL ASSOCIATION
PO BOX 1016NANTUCKETMA02554NONEPUBLIC CHARITYOPERATIONS$1,000
PEACE CORPS
1111 20TH ST NWWASHINGTONDC20526NONEPUBLIC CHARITYOPERATIONS$450
GLOBAL HEALTH STUDENT INTEREST GROUP
420 UNIVERSITY BLVDINDIANAPOLISIN46202NONEPUBLIC CHARITYOPERATIONS$100
YMCA OF GREATER INDIANAPOLIS
615 N ALABAMA ST SUITE 200INDIANAPOLISIN46204NONEPUBLIC CHARITYOPERATIONS$99
THE INTERNATIONAL CENTER
32 E WASHINGTON ST 1625INDIANAPOLISIN46204NONEPUBLIC CHARITYOPERATIONS$100
FIRST PRESBYTERIAN CHURCH
250 6TH STREET SOUTHNAPLESFL34102NONEPUBLIC CHARITYOPERATIONS$250
THE CINCINNATI PLAYHOUSE IN THE PARK
PO BOX 6537CINCINNATIOH45206NONEPUBLIC CHARITYOPERATIONS$250
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year25764TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$21,624ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$3,511ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$18,113ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA18113TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionI, 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 (5 entries)

Name Of BondNameOfBondEOY Book ValueEOYBookValueEOYFMVEOYFMV
BANK OF AMERICA00
DOW CHEMICAL00
VERIZON NEW YORK00
UNITED HEALTH GROUP1057310413
WELLS FARGO97719677

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (3 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
DUKE ENERGY186748258874
SPECTRA ENERGY CORP134622180902
KENDLE INTL INC00

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

FieldValueIRS element (for citing)
DescriptionBOOK TAX BASIS DIFFERENCE - KENDLE INTL INCDescription
Amount$1,780Amount

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategory
Amount$403Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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