HALE FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HALE FAMILY FOUNDATION (EIN 46-3829554)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343199349104689
- Schema version
- 2022v5.0
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T11:39:04-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Steven A Hale | PersonFirstNm |
| Person Last | II | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | Desiree Thompson | PreparerPersonNm |
| PTIN | P01775022 | PTIN |
| Phone | 7043768415 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $916,381 | 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 | $82,244 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $173 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $173 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $173 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2 | DividendsAdjNetIncmAmt |
| Other Income Rev And Expnss | $13,231 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $941 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $13,231 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $95,650 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,116 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $13,406 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $50 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,301 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $375 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,351 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $425 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $84,875 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $84,875 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $87,226 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $425 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $84,875 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,424 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $691 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,406 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $160,786 | CashBOYAmt |
| Cash EOY | $172,486 | CashEOYAmt |
| Cash EOYFMV | $172,486 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $9,221 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $9,786 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $9,221 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $9,221 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $315,179 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $716,774 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $734,674 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $485,751 | TotalAssetsBOYAmt |
| Total Assets EOY | $898,481 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $916,381 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $485,751 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $898,481 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $485,751 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $898,481 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $485,751 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $898,481 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $485,751 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,424 | ExcessRevenueOverExpensesAmt |
| Other Increases | $404,306 | OtherIncreasesAmt |
| Subtotal | $898,481 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $898,481 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10 | SubtotalAmt |
| Tax Based On Investment Income | $10 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $10 | 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 | 0.00 | $0 |
| Jennifer Hale MD | ||||||
| 9204 Heydon Hall Circle | Charlotte | NC | 28210 | President | 0.00 | $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 | $84,875 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $515,976 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $173,167 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,221 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $698,364 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $698,364 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,475 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $687,889 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,394 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,394 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10 | TotalTaxAmt |
| Distributable Before Adj | $34,384 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $34,384 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $34,384 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $84,875 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $84,875 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,384 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $18,936 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,903 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,540 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,007 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $48,115 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $124,501 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $84,875 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,384 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $50,491 | RemainingDistriFromCorpusAmt |
| Total Corpus | $174,992 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $18,936 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $156,056 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,903 | ExcessFromYear4Amt |
| Excess From Year3 | $26,540 | ExcessFromYear3Amt |
| Excess From Year2 | $20,007 | ExcessFromYear2Amt |
| Excess From Year1 | $48,115 | ExcessFromYear1Amt |
| Excess From Current Year | $50,491 | ExcessFromCurrentYearAmt |
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 (8 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 | $68,000 |
| Claire's Army | ||||||
| PO Box 78571 | Charlotte | NC | 28271 | None | Support cure of childhood cancer | $5,000 |
| Asaph Talks | ||||||
| 221 Pine St | Belmont | NC | 28012 | None | Support ministry focus | $5,000 |
| Big Brothers Big Sisters of America | ||||||
| 4822 Albemarle Rd | Charlotte | NC | 28205 | None | To support the operations of the organization. | $2,575 |
| Hearts Without Borders | ||||||
| PO Box 515 | Rocklin | CA | 95677 | None | To support the operations of the organization | $500 |
| Perfect Game Foundation | ||||||
| 95 Chastain Rd NW BLD III - STE 302 | Kennesaw | GA | 30144 | None | To support the operations of the organization | $300 |
| Wake Forest University | ||||||
| 1834 Wake Forest Rd | WinstonSalem | NC | 27109 | None | To support the operations of the organization | $500 |
| Young Life | ||||||
| PO Box 520 | Colorado Springs | CO | 80901 | None | Support ministry focus | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $84,875 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $173 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (8 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| HPF LTCG from K-1 | 14 | -$291 |
| HPF STCG from K-1 | 14 | |
| MOB Fund LTCG from K-1 | 14 | $1,323 |
| MOB Fund STCG from K-1 | 14 | |
| Net Section 1231 Gain/Loss | 18 | -$91 |
| Ordinary Income from K-1 | 18 | -$3,915 |
| Rental Income from HPF K-1 | 16 | $4,430 |
| Rental Income from MOB K-1 | 16 | $11,775 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $13,406 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,406 | 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 (6 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 | $82,244 | Yes (X) | |
| Steven A Hale II Jennifer Hale | |||||||
| 2 | 9204 Heydon Hall Circle | Charlotte | NC | 28210 | $319,245 | Yes (X) | |
| Steven A Hale II Jennifer Hale | |||||||
| 3 | 9204 Heydon Hall Circle | Charlotte | NC | 28210 | $35,709 | Yes (X) | |
| Steven A Hale II Jennifer Hale | |||||||
| 4 | 9204 Heydon Hall Circle | Charlotte | NC | 28210 | $10,982 | Yes (X) | |
| Steven A Hale II Jennifer Hale | |||||||
| 5 | 9204 Heydon Hall Circle | Charlotte | NC | 28210 | $27,656 | Yes (X) | |
| Steven A Hale II Jennifer Hale | |||||||
| 6 | 9204 Heydon Hall Circle | Charlotte | NC | 28210 | $8,286 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | Hale Partnership Fund LP | $319,245 | 2022-12-01 |
| 3 | MGEN II - Hale Fund, LP | $35,709 | 2022-12-01 |
| 4 | Dickson - Hale Fund, LP | $10,982 | 2022-12-01 |
| 5 | Clark - Hale Fund, LP | $27,656 | 2022-12-01 |
| 6 | Smith - Hale Fund, LP | $8,286 | 2022-12-01 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Bank Fees | $50 | |
| Investment Int Exp from Passthrough | $126 | $126 |
| Other Expenses | $1,876 | |
| Portfolio Deductions from Passthrough | $249 | $249 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| HPF LTCG from K-1 | -$291 | -$291 | -$291 |
| MOB Fund LTCG from K-1 | $1,323 | $1,323 | $1,323 |
| Net Section 1231 Gain/Loss | -$91 | -$91 | -$91 |
| Ordinary Income from K-1 | -$3,915 | -$3,915 | |
| Rental Income from HPF K-1 | $4,430 | $4,430 | |
| Rental Income from MOB K-1 | $11,775 | $11,775 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (7 entries)
| DescDesc | AmtAmt |
|---|---|
| Book/Tax Differences from Passthroughs | $20,138 |
| Capital Contributed to Hale Partnership Fund | $375,582 |
| Capital for Clark Investment | $794 |
| Capital for Dickson Investment | $742 |
| Capital for MGEN II Investment | $6,639 |
| Capital for Smith Investment | $221 |
| Other Differences | $190 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes Paid | CategoryTxt |
| Amt | $50 | Amt |
| Net Investment Income | $50 | NetInvestmentIncomeAmt |