HALE FAMILY FOUNDATION INC: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
HALE FAMILY FOUNDATION INC (EIN 20-0976212)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-03-29
IRS object ID
201100889349100600
Schema version
2010v3.2
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)
Timestamp2011-03-29T12:02:39-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

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 Date2010-01-01TaxPeriodBeginDate

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 Signed2011-03-16DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRYAN MILLERName
Phone3175802000Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY428121FMVAssetsEOY
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 Expnss20137DividendsRevAndExpnss
Dividends Net Invst Incm20137DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses20137TotalRevenueAndExpenses
Total Net Investment Income20137TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss2000AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss653TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss2653TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss28855ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps28855ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss31508TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps28855TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-11371ExcessOfRevenueOverExpenses
Net Investment Income20137NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY14135SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY4047SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV4047SavingsAndTempCashInvstEOYFMV
Accounts Receivable BOY1283AccountsReceivableBOY
Investments Corp Stock BOY324550InvestmentsCorpStockBOY
Investments Corp Stock EOY324550InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV357675InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY68769InvestmentsCorpBondsBOY
Investments Corp Bonds EOY68769InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV66399InvestmentsCorpBondsEOYFMV
Total Assets BOY408737TotalAssetsBOY
Total Assets EOY397366TotalAssetsEOY
Total Assets EOYFMV428121TotalAssetsEOYFMV
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 BOY408737RetainedEarningsBOY
Retained Earnings EOY397366RetainedEarningsEOY
Total Net Assets BOY408737TotalNetAssetsBOY
Total Net Assets EOY397366TotalNetAssetsEOY
Total Liabilities Net Assets BOY408737TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY397366TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY408737TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-11371ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal397366Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY397366TotalNetAssetsFundBalancesEOY

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 Tax403InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal403Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income403TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due403TaxDue

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 Securities398362AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances17172AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets415534TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets415534AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable6233CashDeemedCharitable
Net Noncharitable Assets409301NetNoncharitableAssets
Minimum Investment Return20465MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return20465MinimumInvestmentReturn
Tax Based On Investment Income403TaxBasedOnInvestmentIncome
Total Tax403TotalTax
Distributable Amount Before Adj20062DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded20062DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted20062DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions28855ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions28855QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions28855AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted20062DistributableAmountAsAdjusted
Undistributed Income Prior Year16654UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions28855QualifyingDistributions
Applied To Year116654AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year12201AppliedToCurrentYear
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 CY7861UndistributedIncomeCY
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 (44 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
RWANDA ONE HILL AT A TIME INC
PO BOX 8ROWAYTONCT06853NONEPUBLIC CHARITYOPERATIONS$100
CYSTIC FIBROSIS FOUNDATION
6931 ARLINGTON ROAD 2ND FLOORBETHESDAMD20814NONEPUBLIC CHARITYOPERATIONS$250
SCONSET TRUST
PO BOX 821SIASCONSETMA02564NONEPUBLIC CHARITYOPERATIONS$1,950
AMERICAN DIABETES ASSN
1701 NORTH BEAUREGARD STREETALEXANDRIAVA22311NONEPUBLIC CHARITYOPERATIONS$100
EGAN MARITIME INSTITUTE
4 WINTER STREETNANTUCKETMA02554NONEPUBLIC CHARITYOPERATIONS$2,200
ON THE ISLE
PO BOX 756SIASCONSETMA02564NONEPUBLIC CHARITYOPERATIONS$100
NORTH CENTRAL HS ALUMNI ASSOCIATION
1801 E 86TH STREETINDIANAPOLISIN46240NONEPUBLIC CHARITYOPERATIONS$100
THEATRE WORKSHOP OF NANTUCKET
PO BOX 1297NANTUCKETMA02554NONEPUBLIC CHARITYOPERATIONS$1,000
SCONSET UNION CHAPEL
18 NEW STREET PO BOX 400SCONSETMA02564NONEPUBLIC CHARITYOPERATIONS$3,400
NANTUCKET LIGHTSHIP BASKET MUSEUM
49 UNION STNANTUCKETMA02554NONEPUBLIC CHARITYOPERATIONS$180
MARCH OF DIMES INDIANAPOLIS
136 E MARKET ST 500INDIANAPOLISIN46204NONEPUBLIC CHARITYOPERATIONS$100
MARCH OF DIMES
1275 MAMARONECK AVENUEWHITE PLAINSNY10605NONEPUBLIC CHARITYOPERATIONS$5,500
LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED
3603 VICTORY PARKWAYCINCINNATIOH45229NONEPUBLIC CHARITYOPERATIONS$100
HANOVER COLLEGE
PO BOX 108HANOVERIN47243NONEPUBLIC CHARITYOPERATIONS$5,000
ORCHARD SCHOOL
615 WEST 64TH STREETINDIANAPOLISIN46260NONEPUBLIC CHARITYOPERATIONS$200
DEPAUW UNIV ANNUAL FUND
PO BOX 37GREENCASTLEIN46135NONEPUBLIC CHARITYOPERATIONS$600
CINCINNATI COUNTRY DAY SCHOOL (CCDS)
6905 GIVEN ROADCINCINNATIOH45243NONEPUBLIC CHARITYOPERATIONS$100
DARTMOUTH COLLEGE
DARTMOUTH COLLEGEHANOVERNH03755NONEPUBLIC CHARITYOPERATIONS$100
GETTYSBURG COLLEGE
300 NORTH WASHINGTON STGETTYSBURGPA17325NONEPUBLIC CHARITYOPERATIONS$300
ABBY'S HOUSE
52 HIGH STWORCHESTERMA01609NONEPUBLIC CHARITYOPERATIONS$100
ALS ASSOCIATION
1275 K ST NW SUITE 1050WASHINGTONDC20005NONEPUBLIC CHARITYOPERATIONS$50
BARTHOLOMEW COUNTY HISTORICAL SOCIETY
524 THIRD STCOLUMBUSIN47201NONEPUBLIC CHARITYOPERATIONS$100
BARTHOLOMEW COUNTY HUMANE SOCIETY
4110 E 200 SCOLUMBUSIN47201NONEPUBLIC CHARITYOPERATIONS$100
THE CENTER FOR HOLOCAUST AND HUMANITY EDUCATION
8401 MONTGOMERY ROADCINCINNATIOH45236NONEPUBLIC CHARITYOPERATIONS$1,000
CIRCLE OF HEALTH FOUNDATION
90 COVENTRY WOOD ROADBOLTONMA01740NONEPUBLIC CHARITYOPERATIONS$50
CONVENT OF THE SACRED HEART
1 EAST 91ST STNEW YORKNY10128NONEPUBLIC CHARITYOPERATIONS$100
DENVER ZOOLOGICAL FOUNDATION
2300 STEELE STDENVERCO80205NONEPUBLIC CHARITYOPERATIONS$250
MA GENERAL HOSPITAL
55 FRUIT STBOSTONMA02114NONEPUBLIC CHARITYOPERATIONS$100
HOLE IN THE WALL GANG CAMP
565 ASHFORD CENTER ROADASHFORDCT06278NONEPUBLIC CHARITYOPERATIONS$200
INDIANAPOLIS OPERA
4011 N PENNSYLVANIA STINDIANAPOLISIN46205NONEPUBLIC CHARITYOPERATIONS$100
INDIANAPOLIS SYMPHONY ORCHESTRA
32 EAST WASHINGTON STINDIANAPOLISIN46204NONEPUBLIC CHARITYOPERATIONS$100
JUVENILE RESEARCH DIABETES FOUNDATION
26 BROADWAY 14TH FLOORNEW YORKNY10004NONEPUBLIC CHARITYOPERATIONS$100
NANTUCKET LIGHTHOUSE SCHOOL
1 RUGGED ROADNANTUCKETMA02554NONEPUBLIC CHARITYOPERATIONS$2,200
NAPLES BOTANICAL GARDEN
4820 BAYSHORE DRIVENAPLESFL34112NONEPUBLIC CHARITYOPERATIONS$125
NANTUCKET HISTORICAL ASSOCIATION
PO BOX 1016NANTUCKETMA02554NONEPUBLIC CHARITYOPERATIONS$1,000
PEACE CORPS
1111 20TH ST NWWASHINGTONDC20526NONEPUBLIC CHARITYOPERATIONS$100
BETA THEA PI - PI CHAPTER
5134 BONHAM ROADOXFORDOH45056NONEPUBLIC CHARITYOPERATIONS$500
RWANDA SCHOOL PROJECT
1300 ST FRANCIS ROADSANTA ROSACA95409NONEPUBLIC CHARITYOPERATIONS$200
NATIONAL OUTDOOR LEADERSHIP SCHOOL
284 LINCOLN STLANDERWY82520NONEPUBLIC CHARITYOPERATIONS$100
PARK HILL METHODIST CHILDREN'S CENTER
5209 MONTVIEW BLVDDENVERCO80207NONEPUBLIC CHARITYOPERATIONS$200
UNIVERSITY OF VIRGINIA FUND
PO BOX 400314CHARLOTTESVILLEVA22094NONEPUBLIC CHARITYOPERATIONS$350
VOLUNTEERS IN MEDICINE
162 ST PAUL STBURLINGTONVT05401NONEPUBLIC CHARITYOPERATIONS$100
YMCA OF GREATER INDIANAPOLIS
615 N ALABAMA ST SUITE 200INDIANAPOLISIN46204NONEPUBLIC CHARITYOPERATIONS$150
FIRST PRESBYTERIAN CHURCH
250 6TH STREET SOUTHNAPLESFL34102NONEPUBLIC CHARITYOPERATIONS$100
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year28855TotGrantOrContriPaidDuringYear
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$20,137ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$20,137ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA20137TotalPartXVIA

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$2,000Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (4 entries)

Name Of BondNameOfBondEOY Book ValueEOYBookValueEOYFMVEOYFMV
BANK OF AMERICA95519015
DOW CHEMICAL2108420069
VERIZON NEW YORK2756126669
UNITED HEALTH GROUP1057310646

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (3 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
DUKE ENERGY186748209570
SPECTRA ENERGY CORP134622147016
KENDLE INTL INC31801089

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
FEDERAL TAXES$35300
STATE TAXES (OHIO)$30000

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.