HALES FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HALES FAMILY FOUNDATION INC (EIN 13-3801701)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-11
- IRS object ID
- 201602249349100140
- Schema version
- 2015v2.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-11T12:21:45-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-11 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH A DEMILIA JR CPA | PreparerPersonNm |
| Phone | 9147620230 | PhoneNum |
| Preparation | 2016-08-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,120,207 | 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 | $300,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $78 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $78 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $167,517 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $167,517 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$78 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $936 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,018 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,018 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $470,535 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $170,613 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,947 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,947 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $28,193 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,943 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,640 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,140 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $645,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $645,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $680,390 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,140 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $648,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$209,855 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $138,473 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $662,330 | CashBOYAmt |
| Cash EOY | $297,810 | CashEOYAmt |
| Cash EOYFMV | $297,810 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,369,234 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,523,899 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,822,397 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,031,564 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,821,709 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,120,207 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $7,031,564 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,821,709 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,031,564 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,821,709 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,031,564 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,821,709 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,031,564 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$209,855 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,821,709 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,821,709 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES : MERRILL LYNCH ACCT 02106 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2014-01-01 | AcquiredDt |
| Sold | 2015-12-30 | SoldDt |
| Gross Sales Price | $936 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $1,014 | CostOrOtherBasisAmt |
| Gain Or Loss | -$78 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | -$78 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$78 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $322,640 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,100,690 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045438 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $284,415 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,238,787 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045588 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $409,007 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,348,835 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.076467 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $137,125 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,021,509 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.027308 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $510,094 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,772,569 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.106880 | DistributionYr5Rt |
| Total Distribution | 0.301681 | TotalDistributionRt |
| Average Distribution | 0.060336 | AverageDistributionRt |
| Net Investment Income Pct | $1,385 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,385 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $648,250 | 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 | $1,385 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,385 | SubtotalAmt |
| Tax Based On Investment Income | $1,385 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,724 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,724 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$6,724 | OriginalReturnOverpaymentAmt |
| Overpayment | $5,339 | OverpaymentAmt |
| Applied To ES Tax | $5,339 | 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 (3 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 | $0 |
| ALICE HALES | ||||||||
| 66 BROOKWOOD DRIVE | BRIARCLIFF MANOR | NY | 10510 | DIRECTOR-AS REQUIRED | 0.50 | $0 | $0 | $0 |
| TERENCE HALES | ||||||||
| 66 BROOKWOOD DRIVE | BRIARCLIFF MANOR | NY | 10510 | DIRECTOR-AS REQUIRED | 0.50 | $0 | $0 | $0 |
| 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 | $1,385 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,385 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $648,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $648,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,385 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $646,865 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $512,377 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $137,125 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $409,007 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $1,058,509 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $648,250 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $648,250 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,706,759 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $512,377 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,194,382 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $137,125 | ExcessFromYear4Amt |
| Excess From Year3 | $409,007 | ExcessFromYear3Amt |
| Excess From Current Year | $648,250 | 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 (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CARDINAL'S ANNUAL STEWARDSHIP APPEAL 2015 | ||||||
| 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 | $100,000 |
| IONA COLLEGE | ||||||
| 715 NORTH AVENUE | NEW ROCHELLE | NY | 10801 | EXEMPT ORG. | CHARITABLE/EDUCATION | $50,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||
| PO BOX 5028 | HAGERSTOWN | MD | 21741 | EXEMPT ORG. | CHARITABLE/EDUCATION | $750 |
| COALITION PULMONARY FIBROSIS | ||||||
| 10866 W Washington Blvd 343 | CULVER CITY | CA | 90232 | EXEMPT ORG. | CHARITABLE/EDUCATION | $10,000 |
| UNIVERSITY OF MARYLAND | ||||||
| 31 S GREENE ST 3RD FLR | BALTIMORE | MD | 21201 | EXEMPT ORG. | CHARITABLE/EDUCATION | $250,000 |
| WESTCHESTER MEDICAL CENTER FOUNDATION | ||||||
| 100 WOODS RD TAYLOR PAVILLION SUITE | VALHALLA | NY | 10595 | EXEMPT ORG. | CHARITABLE/EDUCATION | $100,000 |
| PHELPS MEMORIAL HOSPITAL | ||||||
| 100 WOODS RD TAYLOR PAVILLION SUITE | VALHALLA | NY | 10595 | EXEMPT ORG. | CHARITABLE/EDUCATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $645,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $167,517 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,018 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$78 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $170,535 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $170,535 | 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 | $300,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CBIZ MHM LLC TAX | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,250 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PUBLICLY TRADED SECURITIES : MERRILL LYNCH ACCT 02106 | AssetDesc |
| How Acquired | Donated | HowAcquiredTxt |
| Sold | 2015-12 | SoldDt |
| Gross Sales Price | $936 | GrossSalesPriceAmt |
| Basis | $1,014 | BasisAmt |
| Total Net | -$78 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RAYMOND JAMES ACCT | $6,494,087 | $6,792,597 |
| MERRILL LYNCH ACCT | $29,812 | $29,800 |
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 | $27,943 | $27,943 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $3,018 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,018 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $1,947 | Amt |
| Net Investment Income | $1,947 | NetInvestmentIncomeAmt |