HALE FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HALE FAMILY FOUNDATION (EIN 46-3829554)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-01-26
- IRS object ID
- 202220269349100317
- Schema version
- 2020v4.0
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-26T17:50:27-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAD G GARNER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3675 MARINE DR | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27834 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | PRESIDENT | PersonTitleTxt |
| Phone | 7043757542 | PhoneNum |
| Signature | 2021-11-12 | 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 | PersonFirstNm |
| Person Last | HALE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRAD G GARNER | PreparerPersonNm |
| PTIN | P01329543 | PTIN |
| Phone | 2523554610 | PhoneNum |
| Preparation | 2022-01-26 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $432,659 | 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 | $42,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,773 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,773 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $6,773 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $49 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $49 | DividendsAdjNetIncmAmt |
| Other Income Rev And Expnss | $97,916 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $91,998 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $97,916 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $146,738 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $98,820 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $104,738 | TotalAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $428 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $237 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $428 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $237 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,028 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $237 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $106,710 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $98,583 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $104,738 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,069 | CashBOYAmt |
| Cash EOY | $32,984 | CashEOYAmt |
| Cash EOYFMV | $32,989 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $10,852 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $12,434 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $10,852 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $10,852 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $400,401 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $388,818 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $388,818 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $415,904 | TotalAssetsBOYAmt |
| Total Assets EOY | $432,654 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $432,659 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $415,904 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $432,654 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $415,904 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $432,654 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $415,904 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $432,654 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $415,904 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $106,710 | ExcessRevenueOverExpensesAmt |
| Subtotal | $522,614 | SubtotalAmt |
| Other Decreases | $89,960 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $432,654 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,370 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,370 | SubtotalAmt |
| Tax Based On Investment Income | $1,370 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $1,373 | TaxDueAmt |
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 |
| Individual With Books | STEVEN A HALE II | IndividualWithBooksNm |
| 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEVEN A HALE II | ||||||||
| 9204 HEYDON HALL CIRCLE | CHARLOTTE | NC | 28210 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| JENNIFER HALE MD | ||||||||
| 9204 HEYDON HALL CIRCLE | CHARLOTTE | NC | 28210 | CHAIRMAN & S | 000.00 | $0 | $0 | $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 WITHING THE MEANING OF THE CODE. | Description1Txt |
| Expenses1 | $39,600 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $395,189 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,609 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,852 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $425,650 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $425,650 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,385 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $419,265 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,963 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,963 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,370 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,370 | TotalTaxAmt |
| Distributable Before Adj | $19,593 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $19,593 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,593 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,600 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $39,600 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $39,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,593 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $16,105 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $37,099 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,936 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,903 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,540 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $109,583 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,600 | QualifyingDistributionsAmt |
| Applied To Current Year | $19,593 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,007 | RemainingDistriFromCorpusAmt |
| Total Corpus | $129,590 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $16,105 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $113,485 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $37,099 | ExcessFromYear4Amt |
| Excess From Year3 | $18,936 | ExcessFromYear3Amt |
| Excess From Year2 | $10,903 | ExcessFromYear2Amt |
| Excess From Year1 | $26,540 | ExcessFromYear1Amt |
| Excess From Current Year | $20,007 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEVEN A HALE II JENNIFER HALE MD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 2614 S TIMBERLINE ROAD | FORT COLLINS | CO | 80525 | NONE | N/A | SUPPORT MINISTRY FOCUS | $37,100 |
| CLAIRE'S ARMY | |||||||
| PO BOX 78571 | CHARLOTTE | NC | 28271 | NONE | N/A | SUPPORT CURE OF CHILDHOOD CANCER | $1,500 |
| HORSE THERAPIES | |||||||
| 13611 NORMANDY BLVD | JACKSONVILLE | FL | 32221 | NONE | N/A | EQUINE THERAPY FOR MENTAL HEALTH | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,773 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91,998 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ORDINARY INCOME FROM K-1 | 18 | -$561 |
| RENTAL INCOME FROM HPF K-1 | 16 | $52 |
| RENTAL INCOME FROM MOB K-1 | 16 | $6,427 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $104,738 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $104,738 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | STEVEN A HALE II | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $42,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT IN HALE PARTNERSHIP FUND | $17,121 | $17,121 |
| INVESTMENT IN HALE MOB FUND | $371,697 | $371,697 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NDES FROM PASSTHROUGHS | $6 |
| BOOK/TAX DIFFERENCES FROM PASSTHROUGHS | $89,954 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $61 | |
| OFFICE EXPENSE | $14 | |
| OTHER EXPENSE | $116 | |
| INVESTMENT INT EXP FROM PASST | $155 | $155 |
| PORTFOLIO DEDUCTION FROM PASS | $82 | $82 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| HP FUND STCG FROM K-1 | $12,555 | $12,555 | $12,555 |
| HP FUND LTCG FROM K-1 | $37,482 | $37,482 | $37,482 |
| MOB STCG FROM K-1 | -$3 | -$3 | -$3 |
| MOB LTCG FROM K-1 | $1,985 | $1,985 | $1,985 |
| EXCESS DISTRIBUTIONS FROM K-1 | $39,979 | $39,979 | $39,979 |
| ORDINARY INCOME FROM K-1 | -$561 | -$561 | |
| RENTAL INCOME FROM HPF K-1 | $52 | $52 | |
| RENTAL INCOME FROM MOB K-1 | $6,427 | $6,427 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOE HAYNES ATHLETES IN ACTION | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | NONE | InsiderRelationshipTxt |
| Loan Original | $19,000 | LoanOriginalAmt |
| Balance Due | $10,852 | BalanceDueAmt |
| Note | 2018-05 | NoteDt |
| Loan Maturity | 2023-07 | LoanMaturityDt |
| Repayment Terms | PRINCIPAL & INTEREST | RepaymentTermsTxt |
| Interest | 0.0300 | InterestRt |
| Loan Purpose | MINISTRY SHORTFALL | LoanPurposeTxt |
| Lender Consideration | CASH | LenderConsiderationDesc |