2025-11-07T14:47:15-06:00 2024-12-31 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990PF 2024-01-01 542135984 CAROL ANN AND RALPH V HAILE JR FOUNDATION HAIL 5136324385 2060 READING ROAD 250 CINCINNATI OH 45202 BERNARD MCKAY PRESIDENT & CEO 5136324385 2025-11-05 1 0 JANE E PFEIFER P00014949 5132413111 2025-11-05 2024 2025-03-06 01:10:19Z X 283226600 X X 3459894 4696965 1301077 25102774 4340938 4760971 9037903 873498 64279 809219 545521 0 545521 97521 0 97521 13325 0 13325 43759 21880 21879 1172635 1091726 80909 299714 117456 74344 56364 2818 53546 61555 0 61555 316037 1315246 317714 3479929 2613405 2075533 11794000 11794000 15273929 2613405 13869533 -10512958 6424498 69334 69334 2977669 0 3081692 2977669 2977669 4867806 7631523 7631523 200231294 201056214 201056214 43086982 47244294 47244294 24903215 24247566 24247566 257112 257112 11 0 0 276171000 283226600 283226600 0 0 X 0 0 0 0 276171000 283226600 276171000 283226600 276171000 283226600 276171000 -10512958 17568558 283226600 0 283226600 STOCKS - S.T. 2024-12-31 14967104 14928317 38787 38787 STOCKS - L.T. 2024-12-31 9371902 5833519 3538383 3538383 CAPITAL GAINS DIVIDENDS P 763768 763768 763768 4340938 89301 0 89301 0 89301 200000 0 25000 0 225000 0 135699 135699 0 0 0 0 0 0 0 0 0 1 1 0 1 1 OH 0 0 0 0 0 1 HTTPS://WWW.HAILEFOUNDATION.ORG SCOTT GETZ 5136324385 2060 READING ROAD 250 CINCINNATI OH 45202 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 BERNARD MCKAY 2060 READING ROAD SUITE 250 CINCINNATI OH 45202 PRESIDENT AND CEO 40.00 545311 20700 76783 CHRISTINE BOCHENEK 2060 READING ROAD SUITE 250 CINCINNATI OH 45202 VICE PRESIDENT 40.00 195716 12725 22262 KRISTEN MACDOUGAL 2060 READING ROAD SUITE 250 CINCINNATI OH 45202 PROGRAM MANAGER 40.00 156385 9383 18573 CULLEN CALCAGNO 2060 READING ROAD SUITE 250 CINCINNATI OH 45202 PROGRAM MANAGER 40.00 149426 9383 17329 JOHN YUNG 2060 READING ROAD SUITE 250 CINCINNATI OH 45202 PROGRAM MANAGER 40.00 141862 8763 16597 JASON POMPILIO 2060 READING ROAD SUITE 250 CINCINNATI OH 45202 PROGRAM MANAGER 40.00 62846 4708 6527 0 US BANK 425 WALNUT STREET CINCINNATI OH 45202 TRUSTEE AND CUSTODIAN SERVICES 1147988 2060 READING LLC CO NEYER MANAGEMENT 1111 META DRIVE SUITE 100 CINCINNATI OH 45237 MANAGEMENT 62905 0 0 273836199 8347304 0 282183503 0 0 282183503 4232753 277950750 13897538 13897538 89301 26516 115817 13781721 0 13781721 0 13781721 13869533 0 13869533 13781721 0 0 2847354 2581338 182002 1520691 7131385 13869533 0 0 0 13781721 87812 0 0 7219197 0 0 0 0 0 0 2847354 4371843 2581338 182002 1520691 87812 X A MINDFUL MOMENT 2868 COLERAIN AVE CINCINNATI OH 45225 NONE PC SHARED MARKETING SERVICES FOR SMALL AND MID-SIZED ARTS ORGANIZATIONS 30000 A MINDFUL MOMENT 2868 COLERAIN AVE CINCINNATI OH 45225 NONE PC GENERAL OPERATING SUPPORT 25000 ACADEMY FOR TECHNOLOGISTS EXTRAORDINAIRE 2828 REGAL LN CINCINNATI OH 45251 NONE PC BYOC CAMPS AND CLUBS SUMMER 2025 AND STUDENT TRANSPORTATION 25000 ADVENTIST OUTREACH MINISTRIES INC 725 WHITTIER ST CINCINNATI OH 45229 NONE PC GENERAL OPERATING SUPPORT 15000 AMERICAN LEGACY THEATRE 2162 BUDWOOD CT CINCINNATI OH 45230 NONE PC PLAYWRIGHTS FOR CHANGE 40000 AMERICAS RIVER ROOTS EXPERIENCE 425 WALNUT ST STE 1800 CINCINNATI OH 45202 NONE PC OHIO RIVER FREEDOM JOURNEY 50000 ART OPPORTUNITIES (ARTWORKS) 2460 GILBERT AVE CINCINNATI OH 45206 NONE PC NEW MONUMENTS FOR WALNUT HILLS 50000 ARTS AND HUMANITIES RESOURCE CENTER FOR THE ELDERLY PO BOX 428638 CINCINNATI OH 45242 NONE PC GENERAL OPERATING SUPPORT 12000 ASIAN AMERICAN CULTURAL ASSOCIATION OF CINCINNATI 3 E 4TH ST CINCINNATI OH 45202 NONE PC SUSTAINABLE STAFFING PLAN 25000 ASSISTANCE LEAGUE OF GREATER CINCINNATI 1057 META DR STE A CINCINNATI OH 45237 NONE PC ALCARES4KIDS; ASSAULT SURVIVOR KITS; NEW BEGINNINGS 25000 BASKETSHOP 3105 HARRISON AVE CINCINNATI OH 45211 NONE PC ARTIST BOOK READING ROOM AND PROGRAMMING SERIES 10000 BELLWETHER EDUCATION PARTNERS INC 517 BOSTON POST RD 171 SUDBURY MA 01776 NONE PC INTERSECTION COLLECTIVE - SPED C.A.N! 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DOLLY PARTON IMAGINATION LIBRARY OF OH - BUTLER COUNTY 10000 MILL CREEK ALLIANCE 1223 JEFFERSON AVE CINCINNATI OH 45215 NONE PC OUTDOOR ENVIRONMENTAL EDUCATION AND DEVELOPMENT DIRECTOR POSITION 40000 MUSE CINCINNATI WOMEN'S CHOIR PO BOX 23292 CINCINNATI OH 45223 NONE PC PARTNERSHIP WITH AYO AWOSIKA 10000 MUSIC TO LIFE INC PO BOX 409 WILDER VT 05088 NONE PC MUSICIAN CHANGEMAKER ACCELERATOR (MCA) WORKSHOP: CINCINNATI 24000 NORTHERN KENTUCKY CHILDREN'S LAW CENTER INC 1002 RUSSELL ST COVINGTON KY 41011 NONE PC GENERAL OPERATING SUPPORT 40000 NORTHERN KENTUCKY REGIONAL ALLIANCE INC 50 E RIVERCENTER BLVD STE 250 COVINGTON KY 41011 NONE PC CONNECTOR TRAIL 25000 NORTHERN KENTUCKY SYMPHONY PO BOX 72810 540 LINDEN AVE NEWPORT KY 41072 NONE PC 2024 SUMMER PARK SERIES 18000 NORWOOD TOGETHER PO BOX 12726 NORWOOD OH 45212 NONE PC OPERATING SUPPORT 15000 OTR ADOPT 1311 VINE ST CINCINNATI OH 45202 NONE PC OPERATING SUPPORT FOR PROGRAM EXPANSION 25000 OUR DAILY BREAD 1730 RACE ST CINCINNATI OH 45202 NONE PC BUILDING RENOVATION 25000 OVER-THE-RHINE COMMUNITY HOUSING 114 W 14TH ST CINCINNATI OH 45202 NONE PC ESSENTIAL ELECTRICAL UPGRADES FOR SUSTAINING AFFORDABLE HOUSING 1 OF 2 54596 OVER-THE-RHINE MUSEUM PO BOX 14026 CINCINNATI OH 45250 NONE PC PUBLIC PROGRAMMING AND STRATEGIC GROWTH 25000 PEOPLE WORKING COOPERATIVELY 4612 PADDOCK RD CINCINNATI OH 45229 NONE PC HOME REPAIRS AND MODIFICATIONS 50000 PRICE HILL WILL 3301 PRICE AVE CINCINNATI OH 45205 NONE PC MYCINCINNATI 1 OF 2 25000 PRO BONO PARTNERSHIP OF OHIO 255 E 5TH ST STE 1900 CINCINNATI OH 45202 NONE PC PROVIDING PRO BONO LEGAL SERVICES TO OUR REGION'S NONPROFITS 35000 PROKIDS 222 W 7TH ST CINCINNATI OH 45202 NONE PC LAUNCH 50000 PYRAMID HILL SCULPTURE PARK & MUSEUM 1763 HAMILTON CLEVES RD HAMILTON OH 45013 NONE PC 2025 AND 2026 OPERATING SUPPORT 1 OF 2 50000 QUEEN CITY CHAMBER OPERA 603 HAWTHORNE AVE CINCINNATI OH 45205 NONE PC YOUTH-FOCUSED PERFORMANCES: SUPER FLUTE, BEETHOVEN 9 20000 QUEER KENTUCKY INC PO BOX 424 COVINGTON KY 41012 NONE PC OPERATING SUPPORT FOR SCALING UP INTO GREATER CINCINNATI 10000 REFRESH COLLECTIVE 605 BURNS ST CLEVELAND OH 44111 NONE PC PROGRAM EXPANSION: RECORDING STUDIO CLASSROOM AT AIKEN 201 25000 RENEWPORT INC PO BOX 72366 NEWPORT KY 41072 NONE PC RESIDENTIAL FACADE PROGRAM 12500 REVOLUTION DANCE THEATRE 1569 CHASE AVE FL 2 CINCINNATI OH 45223 NONE PC THE DREAM PROJECT: 2024 50000 SALVATION ARMY NATIONAL CORP 114 E CENTRAL PKWY CINCINNATI OH 45202 NONE PC EMERGENCY ASSISTANCE PROGRAM 25000 SAMARITAN CAR CLINIC INC 1428 MADISON AVE COVINGTON KY 41011 NONE PC GENERAL OPERATING SUPPORT 25000 SCHOOL BOARD SCHOOL 500 READING RD FL 2 CINCINNATI OH 45202 NONE PC BUILDING A MOVEMENT OF EDUCATION ADVOCATES 35000 SEVEN HILLS SCHOOLS 5400 RED BANK RD CINCINNATI OH 45227 NONE PC SUMMER CURRICULUM GRANT PROGRAM 3 OF 4 25000 SEVEN HILLS SCHOOLS 5400 RED BANK RD CINCINNATI OH 45227 NONE PC SUMMER CURRICULUM GRANT PROGRAM 4 OF 4 25000 SEW VALLEY 1010 HULBERT AVE CINCINNATI OH 45214 NONE PC GENERAL OPERATING SUPPORT 40000 SHELTERHOUSE VOLUNTEER GROUP 411 GEST ST CINCINNATI OH 45203 NONE PC GENERAL OPERATING SUPPORT FOR THE ESTHER MARIE HATTON CENTER FOR WOMEN 25000 SOCIETY OF THE TRANSFIGURATION GLENDALE 495 ALBION AVE CINCINNATI OH 45246 NONE PC FOOD FOR THE SOUL KITCHEN UPGRADE 25000 SOS ART INC 216 ERKENBRECHER AVE CINCINNATI OH 45229 NONE PC GRAPHIC NOVELS AND RELATED WORKSHOPS 15000 SOUTHEASTERN ECUMENICAL MINISTRY 2020 BEECHMONT AVE CINCINNATI OH 45230 NONE PC NEW CARGO VAN 25000 SPRINGER SCHOOL AND CENTER 2121 MADISON RD CINCINNATI OH 45208 NONE PC ADVANCING SUCCESS CAMPAIGN: FINANCIAL AID FOR BIPOC STUDENTS 3 OF 4 25000 SPRINGER SCHOOL AND CENTER 2121 MADISON RD CINCINNATI OH 45208 NONE PC ADVANCING SUCCESS CAMPAIGN: BIPOC FINANCIAL AID 4 OF 4 25000 ST VINCENT DE PAUL - CINCINNATI 1125 BANK ST CINCINNATI OH 45214 NONE PC PRESCRIBING HOPE TO SENIORS IN NEED 4-5 OF 5 200000 STRATEGIES TO END HOMELESSNESS 2368 VICTORY PKWY STE 600 CINCINNATI OH 45206 NONE PC PREDICTIVE ANALYTICS AND PROACTIVE SERVICES 500000 SUPPORT TO ENCOURAGE LOW-INCOME FAMILIES 415 S MONUMENT AVE HAMILTON OH 45011 NONE PC NEIGHBORS WHO CARE HOME REPAIR 50000 SWEET CHEEKS DIAPER BANK 1400 STATE AVE CINCINNATI OH 45204 NONE PC ENSURE ADA COMPLIANCE OF NEW FACILITY 20000 TAFT MUSEUM OF ART 316 PIKE ST CINCINNATI OH 45202 NONE PC LOVE THIS HOUSE CAMPAIGN 5 OF 5 200000 TEACH FOR AMERICA INC 1311 VINE ST CINCINNATI OH 45202 NONE PC ACCELERATING CHANGE IN CINCINNATI SCHOOLS 80000 TECH BELT ENERGY INNOVATION CENTER 125 W MARKET ST WARREN OH 44481 NONE PC BRITECINCINNATI CLEANTECH HUB 20000 TIKKUN FARM INC 7941 ELIZABETH ST CINCINNATI OH 45231 NONE PC NOURISHING FAMILIES FREE MARKET 25000 TNTP INC 500 7TH AVE FL 8 NEW YORK NY 10018 NONE PC PILOTING OUR BLOCK IN CINCINNATIS WEST END NEIGHBORHOOD (& HAMILTON COUNTY) 15000 TOOLBANK USA INC 656 BONAVENTURE AVE NE ATLANTA GA 30306 NONE PC GENERAL OPERATING SUPPORT 25000 UNITED NEGRO COLLEGE FUND 3000 E MAIN ST STE B356 COLUMBUS OH 43209 NONE PC SCHOLARSHIPS, COHORT #2 125000 UNIVERSITY OF CINCINNATI FOUNDATION UNIVERSITY HALL STE 100 51 GOODMAN DR CINCINNATI OH 45219 NONE PC CENTER FOR THE CITY OHIO HISTORY SERVICE CORPS VOLUNTEER 5000 UNIVERSITY OF CINCINNATI FOUNDATION UNIVERSITY HALL STE 100 51 GOODMAN DR CINCINNATI OH 45219 NONE PC WILLIAM BARRETT RESEARCH, EDUCATION, CANCER ACTIVITY FUND 8-20 OF 20 650000 UNIVERSITY OF CINCINNATI FOUNDATION UNIVERSITY HALL STE 100 51 GOODMAN DR CINCINNATI OH 45219 NONE PC GREATER CINCINNATI STEM COLLABORATIVE - BACKBONE FUNDING 50000 UPSPRING PO BOX 23300 CINCINNATI OH 45223 NONE PC EXPANSION SUPPORT 25000 URBAN MANUFACTURING ALLIANCE INC 1216 BROADWAY FL 2 NEW YORK NY 10001 NONE PC DEVELOPING AND LAUNCHING "THE CINCINNATI MAKERS COUNCIL" 50000 VALLEY INTERFAITH COMMUNITY RESOURCE CENTER 420 W WYOMING AVE CINCINNATI OH 45215 NONE PC COMPREHENSIVE CAMPAIGN 150000 VALUES IN ACTION INSTITUTE UC DIGITAL FUTURES BUILDING 3080 EXPLORATION AVE 640 CINCINNATI OH 45206 NONE PC STRONG WORKPLACE SOLUTIONS IMPROVING BY FOSTERING STRENGTHS-BASED CULTURES 60000 VISUALLY IMPAIRED PRESCHOOL SERVICES INC 350 HENRY CLAY BLVD LEXINGTON KY 40502 NONE PC EARLY CHILDHOOD INTERVENTION PROGRAM 15000 VIVA VOICES CHORAL ORGANIZATION PO BOX 15051 COVINGTON KY 41015 NONE PC CAPACITY BUILDING AND OPERATIONAL SUPPORT 6000 WALNUT HILLS REDEVELOPMENT FOUNDATION INC 656 E MCMILLAN ST CINCINNATI OH 45206 NONE PC FURTHERING EQUITABLE DEVELOPMENT IN WALNUT HILLS 60000 WAVE POOL CORP 2940 COLERAIN AVE CINCINNATI OH 45225 NONE PC MIDTONES CREATIVE PLATFORM 25000 WAVE POOL CORP 2940 COLERAIN AVE CINCINNATI OH 45225 NONE PC GENERAL OPERATING / ORGANIZATION REVIEW / SEED CAPACITY BUILD 50000 WESLEY COMMUNITY SERVICES ORGANIZATION 2091 RADCLIFF DR CINCINNATI OH 45204 NONE PC DRIVING INTO THE FUTURE CAMPAIGN 750000 WESTWOOD WORKS INC 3315 DARTMOUTH DR CINCINNATI OH 45211 NONE PC ORGANIZATIONAL DEVELOPMENT, EVENTS, PROGRAMMING SUPPORT 2 OF 2 75000 WORLD AFFAIRS COUNCIL - CINCINNATI AND NORTHERN KENTUCKY NORTHERN KENTUCKY UNIVERSITY MEP 424 HIGHLAND HEIGHTS KY 41099 NONE PC ANNUAL GLOBAL EDUCATION PROGRAMMING 12000 YOUR STORE OF THE QUEEN CITY 734 STATE AVE CINCINNATI OH 45204 NONE PC CAPACITY BUILDING FOR ON-SITE FOOD HUB MANAGER 50000 11794000 0 14 3459894 18 1301077 0 4760971 0 4760971 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 43759 21880 21879 WEBSITE 2008-04-14 10500 10500 180.000000000000 0 10500 WEBSITE 2008-07-31 1000 1000 180.000000000000 0 1000 WEBSITE 2008-08-29 3650 3645 180.000000000000 5 0 3650 WEBSITE 2008-10-31 20000 19995 180.000000000000 5 0 20000 SOFTWARE 2008-02-26 44005 44005 180.000000000000 0 44005 THE ORGANIZATION FILED AN ANNUAL REPORT WITH THE OHIO ATTORNEY GENERALS OFFICE AND IS NOT REQUIRED TO FURNISH A COPY OF FORM 990-PF TO THE OHIO ATTORNEY GENERAL. U.S INVESTMENT GRADE 28284221 28284221 FOREIGN DEVELOPED DEBT 755362 755362 HEDGED DEBT 10168375 10168375 PRIVATE DEBT 8036336 8036336 CORPORATE STOCKS 119181069 119181069 PRIVATE EQUITY 77958746 77958746 HEDGED EQUITY 3916399 3916399 7631523 7631523 0 0 REAL ASSETS FMV 16509961 16509961 COMMODITIES FMV 7737605 7737605 FURNITURE AND FIXTURES 5056 5056 0 FURNITURE AND FIXTURES 1900 1900 0 FURNITURE AND FIXTURES 5613 5613 0 FURNITURE AND FIXTURES 17308 17308 0 FURNITURE AND FIXTURES 9657 9657 0 FURNITURE AND FIXTURES 57193 57193 0 FURNITURE AND FIXTURES 1830 1830 0 WEBSITE 10500 10500 0 WEBSITE 1000 1000 0 WEBSITE 3650 3650 0 WEBSITE 20000 20000 0 SOFTWARE 44005 44005 0 FURNITURE AND FIXTURES 1055 1055 0 FURNITURE AND FIXTURES 9493 9493 0 FURNITURE AND FIXTURES 55999 55999 0 FURNITURE AND FIXTURES 224 224 0 FURNITURE AND FIXTURES 1835 1835 0 FURNITURE AND FIXTURES 1835 1835 0 FURNITURE AND FIXTURES 268 268 0 FURNITURE AND FIXTURES 250 250 0 FURNITURE AND FIXTURES 2741 2741 0 FURNITURE AND FIXTURES 5700 5700 0 LEGAL FEES 13325 0 13325 INSURANCE 22776 0 22776 K-1 CHARITABLE CONTRIBUTIONS 0 0 1687 K-1 INVESTMENT INTEREST EXPENSE 0 103565 0 K-1 OTHER DEDUCTIONS 0 1211681 0 MEMBERSHIPS 209093 0 209093 OFFICE EXPENSE 73363 0 73363 EVENTS & SPONSORS 10795 0 10795 AMORTIZATION 10 0 0 UNREALIZED GAINS/LOSSES 17568558 PORTFOLIO MANAGEMENT FEES 1147988 1091726 56262 PROFESSIONAL FEES 24647 0 24647 FEDERAL TAXES 107914 0 0 FOREIGN TAX 115309 115309 0 PAYROLL TAX 76491 2147 74344