HALES FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HALES FAMILY FOUNDATION INC (EIN 13-3801701)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-29
- IRS object ID
- 201702419349100305
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-29T09:31:23-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEMILIA AND HONIGMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 EXECUTIVE BLVD STE 302 | AddressLine1Txt |
| City | OSSINING | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10562 | 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 | 133801701 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HALES FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HALE | BusinessNameControlTxt |
| Phone | 9147620230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 BROOKWOOD DRIVE | AddressLine1Txt |
| City | BRIARCLIFF MANOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS E HALES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9147620230 | PhoneNum |
| Signature | 2017-08-21 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH A DEMILIA JR CPA | PreparerPersonNm |
| Phone | 9147620230 | PhoneNum |
| Preparation | 2017-08-29 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.80.25.57 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-29 | IPDt |
| IP Tm | 09:31:15 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6BE0130EBEE911ECB0BFC294187195CE92A4CBAD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DAA47D35001F700E763E954BD853A21D446515BE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,319,958 | 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 | $400,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $183 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $183 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $174,682 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $174,682 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,483 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,483 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $588,348 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $188,348 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,462 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,463 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,978 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,978 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $59,605 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $29,802 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $29,803 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,739 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31,489 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $96,247 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,731 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,516 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $390,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $391,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $487,047 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,731 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $423,466 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $101,301 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $123,617 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $297,810 | CashBOYAmt |
| Cash EOY | $343,973 | CashEOYAmt |
| Cash EOYFMV | $343,973 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,523,899 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,579,037 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,975,985 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,821,709 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,923,010 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,319,958 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,821,709 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,923,010 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,821,709 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,923,010 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,821,709 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,923,010 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,821,709 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $101,301 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,923,010 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,923,010 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES : RAYMOND JAMES ACCT 6718 | D | 2015-01-14 | 2016-01-13 | $4,515 | $0 | $5,282 | -$767 | $0 | $0 | $0 | -$767 |
| PUBLICLY TRADED SECURITIES : RAYMOND JAMES ACCT 6718 | D | 2015-01-01 | 2016-01-13 | $254,374 | $0 | $313,287 | -$58,913 | $0 | $0 | $0 | -$58,913 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$59,680 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$767 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $646,865 | AdjustedQlfyDistriYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $322,640 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,100,690 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045438 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $284,415 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,238,787 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045588 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $409,007 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,348,835 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.076467 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $137,125 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,021,509 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.027308 | DistributionYr5Rt |
| Total Distribution | 0.194801 | TotalDistributionRt |
| Average Distribution | 0.038960 | AverageDistributionRt |
| Net Investment Income Pct | $1,236 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,236 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $423,466 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,236 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,236 | SubtotalAmt |
| Tax Based On Investment Income | $1,236 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,839 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $6,839 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$6,839 | OriginalReturnOverpaymentAmt |
| Overpayment | $5,603 | OverpaymentAmt |
| Applied To ES Tax | $5,603 | 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 |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| 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 | THOMAS E HALES | IndividualWithBooksNm |
| Phone | 8455963490 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 BROOKWOOD DRIVE | AddressLine1Txt |
| City | BRIARCLIFF MANOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10510 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS E HALES | ||||||||
| 66 BROOKWOOD DRIVE | BRIARCLIFF MANOR | NY | 10510 | DIRECTOR-AS REQUIRED | 0.50 | $0 | $0 | $2,000 |
| ALICE HALES | ||||||||
| 66 BROOKWOOD DRIVE | BRIARCLIFF MANOR | NY | 10510 | DIRECTOR-AS REQUIRED | 0.50 | $0 | $0 | $2,000 |
| TERENCE HALES | ||||||||
| 408 W 57TH ST APT 9D | NEW YORK | NY | 10019 | DIRECTOR-AS REQUIRED | 0.50 | $0 | $0 | $2,000 |
| LIANNE T HALES-DUGAN | ||||||||
| 1006 HALFMOON BAY | CROTON ON HUDSON | NY | 10520 | DIRECTOR-AS REQUIRED | 0.50 | $0 | $0 | $2,000 |
| WILLIAM P HALES | ||||||||
| 1101 ST PAUL ST APT 2302 | BALTIMORE | MD | 21202 | DIRECTOR-AS REQUIRED | 0.50 | $0 | $0 | $2,000 |
| CAROLYN M WILSON | ||||||||
| 1486 BARCLAY BLVD | WESTLAKE | OH | 44145 | DIRECTOR-AS REQUIRED | 0.50 | $0 | $0 | $2,000 |
| THOMAS E HALES JR | ||||||||
| 32 PARK STREET | ROSELAND | NJ | 07068 | DIRECTOR-AS REQUIRED | 0.50 | $0 | $0 | $2,000 |
| ALLISON M GHEEN | ||||||||
| 1255-1 FRANCISCAN COURT | CARPINTERIA | CA | 93013 | DIRECTOR-AS REQUIRED | 0.50 | $0 | $0 | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $1,236 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,236 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $423,466 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $423,466 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,236 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $422,230 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $137,125 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $409,007 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $648,250 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,194,382 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $423,466 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $423,466 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,617,848 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $137,125 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,480,723 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $409,007 | ExcessFromYear4Amt |
| Excess From Year1 | $648,250 | ExcessFromYear1Amt |
| Excess From Current Year | $423,466 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS E HALES | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CARDINAL'S ANNUAL STEWARDSHIP APPEAL 2016 | ||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10022 | EXEMPT ORG. | CHARITABLE/EDUCATION | $125,000 |
| ST PATRICK'S CATHEDRAL | ||||||
| 14 East 51st Street | NEW YORK | NY | 10022 | EXEMPT ORG. | CHARITABLE/EDUCATION | $25,000 |
| IONA COLLEGE | ||||||
| 715 NORTH AVENUE | NEW ROCHELLE | NY | 10801 | EXEMPT ORG. | CHARITABLE/EDUCATION | $30,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | EXEMPT ORG. | CHARITABLE/EDUCATION | $800 |
| WESTCHESTER MEDICAL CENTER FOUNDATION | ||||||
| 100 WOODS RD TAYLOR PAVILLION SUITE | VALHALLA | NY | 10595 | EXEMPT ORG. | CHARITABLE/EDUCATION | $110,000 |
| PHELPS MEMORIAL HOSPITAL | ||||||
| 100 WOODS RD TAYLOR PAVILLION SUITE | VALHALLA | NY | 10595 | EXEMPT ORG. | CHARITABLE/EDUCATION | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $390,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $183 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $174,682 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,483 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $188,348 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $188,348 | 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 | THOMAS E HALES | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 BROOKWOOD DRIVE | AddressLine1Txt |
| City | Briarcliff Manor | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $400,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DEMILIA & HONIGMAN LLP TAX | CategoryTxt |
| Amt | $2,925 | Amt |
| Net Investment Income | $1,462 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,463 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RAYMOND JAMES ACCT | StockNm |
| EOY Book Value | $6,579,037 | EOYBookValueAmt |
| EOYFMV | $7,975,985 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| NYS FILING FEE | $250 | $250 | |
| INVESTMENT ADVISORY FEES | $31,489 | $31,489 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $13,483 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13,483 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $1,978 | Amt |
| Net Investment Income | $1,978 | NetInvestmentIncomeAmt |