HALE FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HALE FAMILY FOUNDATION (EIN 46-3829554)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-04-30
- IRS object ID
- 202511209349101116
- Schema version
- 2023v6.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-30T11:36:53-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 832891693 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER MCNEISH & BREEDLOVE PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 S LAUREL AVE | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463829554 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hale Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HALE | BusinessNameControlTxt |
| Phone | 7043757542 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9204 Heydon Hall Circle | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Steven A Hale II | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Phone | 7043757542 | PhoneNum |
| Signature | 2025-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kory Klug | PreparerPersonNm |
| PTIN | P00877940 | PTIN |
| Phone | 7043768415 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,157,030 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,220,126 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16,556 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,493 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $16,556 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $32,966 | DividendsRevAndExpnssAmt |
| Dividends Adj Net Incm | $32,966 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$57,011 | NetGainSaleAstRevAndExpnssAmt |
| Other Income Rev And Expnss | $81,240 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,341 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $81,240 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,293,877 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,834 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $130,762 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,500 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,616 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,616 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,616 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $3,410 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $3,410 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,526 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,116 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $6,526 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $48,526 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,116 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $6,526 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,245,351 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,718 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $124,236 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $172,486 | CashBOYAmt |
| Cash EOY | $486,114 | CashEOYAmt |
| Cash EOYFMV | $486,114 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $8,757 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $9,221 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $8,757 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $8,757 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations EOY | $600,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $600,000 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $716,774 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,062,159 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,062,159 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $898,481 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,157,030 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,157,030 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $898,481 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,157,030 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $898,481 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,157,030 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $898,481 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,157,030 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $898,481 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,245,351 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,353 | OtherIncreasesAmt |
| Subtotal | $2,157,185 | SubtotalAmt |
| Other Decreases | $155 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,157,030 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Income from Pass-Thru Entities | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2022-01-01 | AcquiredDt |
| Sold | 2023-12-31 | SoldDt |
| Cost Or Other Basis | $57,011 | CostOrOtherBasisAmt |
| Gain Or Loss | -$57,011 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$57,011 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$57,011 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $274 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $274 | SubtotalAmt |
| Tax Based On Investment Income | $274 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $274 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Steven A Hale II | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7043757542 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9204 Heydon Hall Circle | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Steven A Hale II | ||||||
| 9204 Heydon Hall Circle | Charlotte | NC | 28210 | Chairman | 1.00 | $0 |
| Jennifer Hale MD | ||||||
| 9204 Heydon Hall Circle | Charlotte | NC | 28210 | President | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Providing grants and donations to charitable, religious, scientific, literary, or educational purposes within the meaning of the code. | Description1Txt |
| Expenses1 | $42,000 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,046,343 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,046,343 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,046,343 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,695 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,030,648 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,532 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,532 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $274 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $274 | TotalTaxAmt |
| Distributable Before Adj | $51,258 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $51,258 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $51,258 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $42,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,258 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $10,903 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $26,540 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,007 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $48,115 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $50,491 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $156,056 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $42,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $9,258 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,258 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $146,798 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,645 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $145,153 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $26,540 | ExcessFromYear4Amt |
| Excess From Year3 | $20,007 | ExcessFromYear3Amt |
| Excess From Year2 | $48,115 | ExcessFromYear2Amt |
| Excess From Year1 | $50,491 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Steven A Hale II | ContributingManagerNm |
| Contributing Manager | Jennifer Hale MD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Fellowship of Christian Athletes | ||||||
| 2614 S Timberline Road | Fort Collins | CO | 80525 | None | Support ministry focus | $20,000 |
| Big Brothers Big Sisters of America | ||||||
| 4822 Albemarle Rd | Charlotte | NC | 28205 | None | To support the operations of the organization. | $2,500 |
| Hearts Without Borders | ||||||
| PO Box 515 | Rocklin | CA | 95677 | None | To support the operations of the organization | $5,000 |
| Salty Church | ||||||
| 221 Vining Ct | Ormond Beach | FL | 32176 | None | To support the operations of the organization | $1,000 |
| HopeWay | ||||||
| 1717 Sharon Rd W | Charlotte | NC | 28210 | None | To support the operations of the organization | $2,500 |
| The Michael J Fox Foundation | ||||||
| Grand Central Station PO Box 4777 | New York | NY | 10163 | None | To support the operations of the organization | $1,000 |
| Campus Crusade for Christ Internati | ||||||
| 100 Lake Hart Drive | Orlando | FL | 32832 | None | To support the operations of the organization | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,556 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,966 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | -$57,011 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Income from Pass-Thru Entities | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $81,240 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $73,751 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $73,751 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Steven A Hale II Jennifer Hale | |||||||
| 1 | 9204 Heydon Hall Circle | Charlotte | NC | 28210 | $933,880 | Yes (X) | |
| Steven A Hale II Jennifer Hale | |||||||
| 2 | 9204 Heydon Hall Circle | Charlotte | NC | 28210 | $286,246 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | Hale-ICFG Fund | NoncashPropertyDesc |
| Fair Market Value | $286,246 | FairMarketValueAmt |
| Received | 2023-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,500 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $600,000 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $600,000 | USGovtObligationsEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Cash Adjustment | Desc |
| Amt | $155 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| Bank Fees | $30 | $30 |
| Other Expenses | $3,380 | $3,380 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Income from Pass-Thru Entities | Desc |
| Revenue And Expenses Per Books | $81,240 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13,341 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $81,240 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Distribution Received | Desc |
| Amt | $13,353 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes Paid | CategoryTxt |
| Amt | $1,616 | Amt |
| Net Investment Income | $1,616 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,616 | AdjustedNetIncomeAmt |