HALE FAMILY FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
HALE FAMILY FOUNDATION INC (EIN 20-0976212)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-20
IRS object ID
202601109349100655
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-20T09:40:52-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RICHARD E HENNESSEYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13511 BAY ROAD N DRIVEAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200976212EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HALE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHALEBusinessNameControlTxt
Phone5133783300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1704 TAMARIND CTAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJ JOSEPH HALE JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5133783300PhoneNum
Signature2026-04-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD E HENNESSEYPreparerPersonNm
PTINP00097149PTIN
Phone3174189473PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$129,303FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$6,376DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,376DividendsNetInvstIncmAmt
Dividends Adj Net Incm$6,376DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$551NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$194,671GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,825TotalRevAndExpnssAmt
Total Net Invst Incm$6,376TotalNetInvstIncmAmt
Total Adj Net Incm$6,376TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$1,269OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,269OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$192TaxesRevAndExpnssAmt
Taxes Net Invst Incm$192TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,461TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,461TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$20,218ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,218ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$21,679TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,461TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$20,218TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$15,854ExcessRevenueOverExpensesAmt
Net Investment Income$4,915NetInvestmentIncomeAmt
Adjusted Net Income$6,376AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,470CashBOYAmt
Cash EOY$4,620CashEOYAmt
Cash EOYFMV$4,620CashEOYFMVAmt
Corporate Bonds BOY$143,671CorporateBondsBOYAmt
Corporate Bonds EOY$132,667CorporateBondsEOYAmt
Corporate Bonds EOYFMV$124,683CorporateBondsEOYFMVAmt
Total Assets BOY$153,141TotalAssetsBOYAmt
Total Assets EOY$137,287TotalAssetsEOYAmt
Total Assets EOYFMV$129,303TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY-$15,854RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$153,141TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$137,287TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$153,141TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$137,287TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$153,141TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$15,854ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$137,287SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$137,287TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PERSHING TKY-0141162024-08-202025-02-21$105,000$105,002-$2-$2
PERSHING TKY-0141162022-01-112025-04-30$89,671$90,220-$549-$549
FieldValueIRS element (for citing)
Capital Gain Net Income-$551CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$2NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$68InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$68SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$68TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$68TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJ JOSEPH HALE JRIndividualWithBooksNm
Phone5133783300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1704 TAMARIND CTAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34108ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
J JOSEPH HALE JR
704 TAMARIND CTNAPLESFL34108PRESIDENT0.00$0$0$0
LINDA DAYHUFF HALE
704 TAMARIND CTNAPLESFL34108VICE PRESIDENT0.00$0$0$0
BRITTEN WOODSIDE HALE
704 TAMARIND CTNAPLESFL34108DIRECTOR0.00$0$0$0
ANDREW GRANT HALE
704 TAMARIND CTNAPLESFL34108DIRECTOR0.00$0$0$0
KATHERINE HALE GRAMBLING
704 TAMARIND CTNAPLESFL34108DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$134,177AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,045AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$141,222TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$141,222AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,118CashDeemedCharitableAmt
Net Vl Noncharitable Assets$139,104NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,955MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,955MinimumInvestmentReturnAmt
Tax Based On Investment Income$68TaxBasedOnInvestmentIncomeAmt
Total Tax$68TotalTaxAmt
Distributable Before Adj$6,887DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,887DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,887DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$20,218ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$20,218QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,887DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$7,774ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$29,268ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$27,591ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$34,185ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$31,506ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$130,324TotalExcessDistributionCyovAmt
Qualifying Distributions$20,218QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,887AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,331RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$143,655TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$7,774ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$135,881ExcessDistriCyovToNextYrAmt
Excess From Year4$29,268ExcessFromYear4Amt
Excess From Year3$27,591ExcessFromYear3Amt
Excess From Year2$34,185ExcessFromYear2Amt
Excess From Year1$31,506ExcessFromYear1Amt
Excess From Current Year$13,331ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJ JOSEPH HALE JRContributingManagerNm
Contributing ManagerLINDA DAYHUFF HALEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DREAMLAND FOUNDATION
17 SOUTH WATER STREETNANTUCKETMA02554NONEPCGENERAL ASSISTANCE$500
FIRST CONGREGATIONAL CHURCH
P O BOX 866NANTUCKETMA02554NONEPCGENERAL ASSISTANCE$1,000
INDIANAPOLIS ARTS COUNCIL
924 N PENNSYLVANIA STREETINDIANAPOLISIN46204NONEPCGENERAL ASSISTANCE$2,500
INDIANAPOLIS MOTOR SPEEDWAY MUSEUM
4750 WEST 16TH STREETINDIANAPOLISIN46222NONEPCGENERAL ASSISTANCE$1,940
LADD INC
955 GLENWOOD AVECINCINNATIOH45229NONEPCGENERAL ASSISTANCE$250
LANDMARK COLUMBUS FOUNDATION
408 6TH STREETCOLUMBUSIN47201NONEPCGENERAL ASSISTANCE$1,053
NANTUCKET HISTORICAL ASSN
P O BOX 1016NANTUCKETMA02554NONEPCGENERAL ASSISTANCE$1,000
SCONSET TRUST
1 NEW STREETSIASCONSETMA02564NONEPCGENERAL ASSISTANCE$250
ST LUKE UNITED METHODIST CHURCH
100 W 86TH STREETINDIANAPOLISIN46260NONEPCGENERAL ASSISTANCE$1,625
SUMMER STOCK STAGE
PO BOX 55012INDIANAPOLISIN46205NONEPCGENERAL ASSISTANCE$3,000
THE WARMING PLACE NANTUCKET
POBOX 3334NANTUCKETMA02584NONEPCGENERAL ASSISTANCE$300
UNITED METHODIST COMMUNICATIONS FOUNDATION
PO BOX 320NASHVILLETN37202NONEPCGENERAL ASSISTANCE$500
COLUMBUS REGIONAL HEALTH
2400 17TH STREETCOLUMBUSIN47201NONEPCGENERAL PURPOSES$250
EGAN MARTIME INSTITUTE
158 POLPIS ROADNANTUCKETMA02554NONEPCGENERAL PURPOSES$100
THE IRELAND FUNDS OF AMERICA
220 PARK AVENUENEW YORKNY10166NONEPCGENERAL PURPOSES$850
NORTHSIDE BAPTIST CHURCH
3021 E 71ST STREETINDIANAPOLISIN46220NONEPCGENERAL PURPOSES$100
RILEY CHILDREN'S FOUNDATION
500 N MERIDIAN STREETINDIANAPOLISIN46204NONEPCGENERAL PURPOSES$2,500
CONQUER PARALYSIS NOW
1300 E 96TH STREETINDIANAPOLISIN46240NONEPCGENERAL PURPOSES$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,218TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,376RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$551RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$5,825RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,825TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4INVESTMENT INCOME SET ASIDE FOR FUTURE GRANTS
8CAPITAL GAIN INCOME SET ASIDE FOR FUTURE GRANTS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondPERSHINGBondNm
EOY Book Value$132,667EOYBookValueAmt
EOYFMV$124,683EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$1,269Amt
Net Investment Income$1,269NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$92$92$0$0
FILING FEES$100$100$0$0

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