2012-05-15T06:20:26-05:00 2011-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 462400857 990PF 2011-01-01 200976212 THE HALE FAMILY FOUNDATION INC HALE 5133783300 1919 GULFSHORE BLVD NORTH NO 701 NAPLES FL 34102 J JOSEPH HALE JR 5133783300 2012-05-10 1 RYAN MILLER P00839776 3175802000 2012-05-10 2011 2016-02-24 21:20:13Z X 505684 X 0 X 21624 21624 -3511 56085 0 18113 21624 0 0 0 403 0 0 403 0 0 25764 25764 26167 0 25764 -8054 21624 4047 45818 45818 324550 321370 439776 68769 20344 20090 397366 387532 505684 0 0 X 0 0 0 0 397366 387532 397366 387532 397366 387532 397366 -8054 0 389312 1780 387532 BANK OF AMERICA P 2009-12-15 2011-01-18 9000 9551 -551 -551 DOW CHEMICAL COMPANY P 2009-12-15 2011-02-01 20000 21084 -1084 -1084 VERIZON NEW YORK P 2009-12-15 2011-11-28 25560 27561 -2001 -2001 KENDLE INTL INC P 2007-05-11 2011-07-22 1525 1400 125 125 -3511 1 432 0 432 0 432 0 432 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 SCHELLER HALE 1919 GULFSHORE BLVD NORTH 701 NAPLES FL 34102 0.00 0 0 0 NONE 0 NONE 0 0 432893 25526 0 458419 0 0 458419 6876 451543 22577 22577 432 432 22145 0 22145 0 22145 25764 0 25764 0 25764 22145 7861 0 0 25764 7861 0 0 17903 0 0 0 0 0 0 0 0 4242 0 0 0 J JOSEPH HALE JR X DARTMOUTH COLLEGE DARTMOUTH COLLEGE HANOVER NH 03755 NONE PUBLIC CHARITY OPERATIONS 200 BARTHOLOMEW COUNTY HUMANE SOCIETY 4110 E 200 S COLUMBUS IN 47201 NONE PUBLIC CHARITY OPERATIONS 100 SCONSET TRUST PO BOX 821 SIASCONSET MA 02564 NONE PUBLIC CHARITY OPERATIONS 6750 AMERICAN DIABETES ASSOCIATION 1701 NORTH BEAUREGARD STREET ALEXANDRIA VA 22311 NONE PUBLIC CHARITY OPERATIONS 100 BARTHOLOMEW COUNTY HISTORICAL SOCIETY 524 THIRD ST COLUMBUS IN 47201 NONE PUBLIC CHARITY OPERATIONS 200 NATIONAL OUTDOOR LEADERSHIP SCHOOL 284 LINCOLN ST LANDER WY 82520 NONE PUBLIC CHARITY OPERATIONS 200 EGAN MARITIME INSTITUTE 4 WINTER STREET NANTUCKET MA 02554 NONE PUBLIC CHARITY OPERATIONS 1540 ON THE ISLE PO BOX 756 SIASCONSET MA 02564 NONE PUBLIC CHARITY OPERATIONS 250 BUILDING TOMORROW 407 FUTON ST INDIANAPOLIS IN 46202 NONE PUBLIC CHARITY OPERATIONS 50 AMERICAN LUNG ASSOCIATION 1301 PENNSYLVANIA AVE NW SUITE 800 WASHINTON DC 20004 NONE PUBLIC CHARITY OPERATIONS 200 CROSSROADS OF AMERICA COUNCIL 7125 FALL CREEK ROAD NORTH INDIANAPOLIS IN 46256 NONE PUBLIC CHARITY OPERATIONS 200 ATHENAEUM FOUNDATION 401 EAST MICHIGAN STREET INDIANAPOLIS IN 46204 NONE PUBLIC CHARITY OPERATIONS 50 NORTH CENTRAL HS ALUMNI ASSOCIATION 1801 E 86TH STREET INDIANAPOLIS IN 46240 NONE PUBLIC CHARITY OPERATIONS 100 MARCH OF DIMES 1275 MAMARONECK AVENUE WHITE PLAINS NY 10605 NONE PUBLIC CHARITY OPERATIONS 400 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 1000 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 250 DEPAUW UNIVERSITY PO BOX 37 GREENCASTLE IN 46135 NONE PUBLIC CHARITY OPERATIONS 1600 DENVER ZOOLOGICAL FOUNDATION 2300 STEELE ST DENVER CO 80205 NONE PUBLIC CHARITY OPERATIONS 275 JUVENILE DIABETES RESEARCH FOUNDATION 26 BROADWAY 14TH FLOOR NEW YORK NY 10004 NONE PUBLIC CHARITY OPERATIONS 200 CHARLES A TINDLEY ACCELERATED SCHOOL 3960 MEADOWS DRIVE INDIANAPOLIS IN 46205 NONE PUBLIC CHARITY OPERATIONS 150 INDIANAPOLIS OPERA 4011 N PENNSYLVANIA ST INDIANAPOLIS IN 46205 NONE PUBLIC CHARITY OPERATIONS 250 INDIANAPOLIS SYMPHONY ORCHESTRA 32 EAST WASHINGTON ST INDIANAPOLIS IN 46204 NONE PUBLIC CHARITY OPERATIONS 200 FIRST CONGREGATIONAL CHURCH 62 CENTRE STREET NANTUCKET MA 02554 NONE PUBLIC CHARITY OPERATIONS 100 NANTUCKET LIGHTHOUSE SCHOOL 1 RUGGED ROAD NANTUCKET MA 02554 NONE PUBLIC CHARITY OPERATIONS 8000 NANTUCKET HIGH SCHOOL 10 SURFSIDE ROAD NANTUCKET MA 02554 NONE PUBLIC CHARITY OPERATIONS 750 NANTUCKET HISTORICAL ASSOCIATION PO BOX 1016 NANTUCKET MA 02554 NONE PUBLIC CHARITY OPERATIONS 1000 PEACE CORPS 1111 20TH ST NW WASHINGTON DC 20526 NONE PUBLIC CHARITY OPERATIONS 450 GLOBAL HEALTH STUDENT INTEREST GROUP 420 UNIVERSITY BLVD INDIANAPOLIS IN 46202 NONE PUBLIC CHARITY OPERATIONS 100 YMCA OF GREATER INDIANAPOLIS 615 N ALABAMA ST SUITE 200 INDIANAPOLIS IN 46204 NONE PUBLIC CHARITY OPERATIONS 99 THE INTERNATIONAL CENTER 32 E WASHINGTON ST 1625 INDIANAPOLIS IN 46204 NONE PUBLIC CHARITY OPERATIONS 100 FIRST PRESBYTERIAN CHURCH 250 6TH STREET SOUTH NAPLES FL 34102 NONE PUBLIC CHARITY OPERATIONS 250 THE CINCINNATI PLAYHOUSE IN THE PARK PO BOX 6537 CINCINNATI OH 45206 NONE PUBLIC CHARITY OPERATIONS 250 25764 0 14 21624 18 -3511 0 18113 0 18113 0 0 0 0 0 0 0 0 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. BANK OF AMERICA 0 0 DOW CHEMICAL 0 0 VERIZON NEW YORK 0 0 UNITED HEALTH GROUP 10573 10413 WELLS FARGO 9771 9677 DUKE ENERGY 186748 258874 SPECTRA ENERGY CORP 134622 180902 KENDLE INTL INC 0 0 BOOK TAX BASIS DIFFERENCE - KENDLE INTL INC 1780 FEDERAL TAXES 403 0 0