HALE FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HALE FAMILY FOUNDATION (EIN 46-3829554)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201703189349102125
- Schema version
- 2016v3.0
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T13:52:34-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 1003 RED BANKS RD | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 278585908 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRAD G GARNER | PreparerPersonNm |
| PTIN | P01329543 | PTIN |
| Phone | 2523554610 | PhoneNum |
| Preparation | 2017-11-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 50675C9D55BDA71827E1E600BECBE7DABA8817FF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 50675C9D55BDA71827E1E600BECBE7DABA8817FF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $352,665 | 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 | $151,800 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $288 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $288 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $288 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $9,481 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,481 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $9,481 | DividendsAdjNetIncmAmt |
| Net Rental Income Or Loss | -$924 | NetRentalIncomeOrLossAmt |
| Other Income Rev And Expnss | $31,725 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $31,725 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $31,725 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $193,294 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,494 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $41,494 | TotalAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $4,273 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,273 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,995 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,071 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $924 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,268 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,344 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $924 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,929 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,929 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $54,197 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,344 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $924 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,929 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $139,097 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,150 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $40,570 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,783 | CashBOYAmt |
| Cash EOY | $208 | CashEOYAmt |
| Cash EOYFMV | $208 | CashEOYFMVAmt |
| Other Investments BOY | $206,335 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $352,457 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $352,457 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $227,118 | TotalAssetsBOYAmt |
| Total Assets EOY | $352,665 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $352,665 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $227,118 | UnrestrictedBOYAmt |
| Unrestricted EOY | $352,665 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $227,118 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $352,665 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $227,118 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $352,665 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $227,118 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $139,097 | ExcessRevenueOverExpensesAmt |
| Subtotal | $366,215 | SubtotalAmt |
| Other Decreases | $13,550 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $352,665 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,615 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,603 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.221422 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,171 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,585 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.718812 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,011 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $34,425 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.261757 | DistributionYr3Rt |
| Total Distribution | 2.201991 | TotalDistributionRt |
| Average Distribution | 0.733997 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $231,068 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $169,603 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $362 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $169,965 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $47,929 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $723 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $723 | SubtotalAmt |
| Tax Based On Investment Income | $723 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $22 | EsPenaltyAmt |
| Tax Due | $745 | 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 |
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 | 2.00 | $0 | $0 | $0 |
| JENNIFER HALE MD | ||||||||
| 9204 HEYDON HALL CIRCLE | CHARLOTTE | NC | 28210 | CHAIRMAN & S | 2.00 | $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 | $47,929 | 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 | $230,179 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,408 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $234,587 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $234,587 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,519 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $231,068 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,553 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,553 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $723 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $723 | TotalTaxAmt |
| Distributable Before Adj | $10,830 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,830 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,830 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,929 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $47,929 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $47,929 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,830 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $8,574 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,800 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,105 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $30,479 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,929 | QualifyingDistributionsAmt |
| Applied To Current Year | $10,830 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $37,099 | RemainingDistriFromCorpusAmt |
| Total Corpus | $67,578 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $67,578 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $8,574 | ExcessFromYear3Amt |
| Excess From Year2 | $5,800 | ExcessFromYear2Amt |
| Excess From Year1 | $16,105 | ExcessFromYear1Amt |
| Excess From Current Year | $37,099 | 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 (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 2614 S TIMBERLINE ROAD | FORT COLLINS | CO | 80525 | NONE | N/A | SUPPORT MINISTRY FOCUS | $27,250 | |
| BEAU'S BUDDIES CANCER FUND | ||||||||
| 2326 LILLIES DREAM LANE | GREENVILLE | NC | 27834 | NONE | N/A | SUPPORT FAMILIES AFFECTED BY CANCER | $4,000 | |
| CAMPUS CRUSADE | ||||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | NONE | N/A | SUPPORT COLLEGE MINSITRY AT UVA | $3,500 | |
| SOUTHERN EVANGELICAL SEMINARY | ||||||||
| 3000 TILLEY MORRIS ROAD | MATTHEWS | NC | 28105 | NONE | N/A | EQUIP STUDENTS TO PREACH THE GOSPEL | $12,669 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 4600 PARK ROAD SUITE 100 | CHARLOTTE | NC | 28209 | NONE | N/A | SUPPORT SEARCH FOR A CURE FOR CF | $150 | |
| SARAH LANTZ MEMORIAL FUND | ||||||||
| PO BOX 7500 | BRISTOL | TN | 37620 | NONE | N/A | FUND TRAINING FOR CHRISTIAN DOCTORS | $60 | |
| JAMES HAROLD JONES BRAIN TUMOR | ||||||||
| 2002 VALENCIA TERRACE | CHARLOTTE | NC | 28226 | NONE | N/A | SUPPORT BRAIN CANCER PATIENTS | $300 | FOUNDATION INC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,929 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $288 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,481 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | -$408 | UnrelatedBusinessTaxblIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | -$516 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,725 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$924 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $41,494 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $40,570 | 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 | $151,800 | 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 | $41,162 | $41,162 |
| INVESTMENT IN HALE MOB FUND | $311,295 | $311,295 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCES FROM K-1S | Desc |
| Amt | $13,550 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| HALE PARTNERSHIP FUND LP | |||
| NET RENTAL LOSS FROM PASSTHRO | $516 | $516 | |
| HALE MOB FUND LP | |||
| NET RENTAL LOSS FROM PASSTHRO | $408 | $408 | |
| EXPENSES | |||
| BANK FEES | $50 | $50 | |
| MEALS & ENTERTAINMENT | $124 | $124 | |
| INVESTMENT INT EXP FROM PASST | $121 | $121 | |
| PORTFOLIO DED FROM PASSTHROUG | $776 | $776 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ST CAP GAINS FROM PASSTHROUGH | $11,212 | $11,212 | $11,212 |
| LT CAP GAINS FROM PASSTHROUGH | -$1,241 | -$1,241 | -$1,241 |
| 1231 GAINS FROM PASSTHROUGH | $21,754 | $21,754 | $21,754 |