2015-05-14T14:00:16-05:00 2014-12-31 341883473 CBIZ MHM LLC 1065 AVENUE OF THE AMERICAS NEW YORK NY 10018 990PF 2014-01-01 133801701 THE HALES FAMILY FOUNDATION INC HALE 2127905700 66 BROOKWOOD DRIVE BRIARCLIFF MANOR NY 10510 THOMAS E HALES PRESIDENT 2127905700 2015-05-05 1 DONNA PALUMBO P00747954 2127905700 2014 2016-03-07 17:11:31Z X 7571791 X 330000 1809 1809 146117 146117 26871 1183405 26320 6714 6714 511511 180960 0 0 0 4500 2250 2250 7182 2182 0 30367 29977 390 42049 34409 2640 320000 320000 362049 34409 322640 149462 146551 400284 662330 662330 6356177 6369234 6909461 98000 0 0 6854461 7031564 7571791 0 0 X 0 0 0 0 6854461 7031564 6854461 7031564 6854461 7031564 6854461 149462 30705 7034628 3064 7031564 2,609.504 SHRS PIMCO TOTAL RETURN FD D 28626 28200 426 426 7,115 SHRS PIMCO TOTAL RETURN FD D 78052 80153 -2101 -2101 86,060 SHRS PIMCO TOTAL RETURN FD D 955048 950732 4316 4316 $98,000 CD SALLIE MAE BANK P 2009-05-04 2014-05-13 98000 98000 0 0 CAPITAL GAINS DIVIDENDS P 23679 23679 23679 26320 0 284415 6238787 0.045588 409007 5348835 0.076467 137125 5021509 0.027308 510094 4772569 0.106880 554348 4929872 0.112447 0.368690 0.073738 7100690 523591 1466 525057 322640 2931 0 2931 0 2931 6161 6161 X 6 3224 3224 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A THOMAS HALES 2127905743 66 BROOKWOOD ROAD BRIARCLIFF MANOR NY 10510 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 DIRVE BRIARCLIFF MANOR NY 10510 DIRECTOR-AS REQUIRED 0.50 0 0 0 NONE 0 NONE 0 NONE 0 0 0 6715443 493379 0 7208822 0 0 7208822 108132 7100690 355035 355035 2931 2931 352104 0 352104 0 352104 322640 0 322640 0 322640 352104 0 0 529447 512377 137125 409007 1587956 322640 0 0 0 322640 0 29464 29464 1558492 0 0 0 0 0 0 499983 1058509 512377 137125 409007 THOMAS E HALES X CARDINAL'S ANNUAL APPEAL 2013 1011 FIRST AVENUE NEW YORK NY 10022 NONE EXEMPT ORG. CHARITABLE/EDUCATION 100000 DIOCESE OF PALM BEACH 9995 NORTH MILITARY TRAIL PALM BEACH GARDENS FL 33410 NONE EXEMPT ORG. CHARITABLE/RELIGIOUS 5000 DOMINICAN COLLEGE 470 WESTERN HIGHWAY ORANGEBURG NY 10962 NONE EXEMPT ORG. CHARITABLE/EDUCATION 1000 IONA COLLEGE 715 NORTH AVENUE NEW ROCHELLE NY 10801 NONE EXEMPT ORG. CHARITABLE/EDUCATION 26500 OSSINING FOOD PANTRY 669 ALBANY POST RD BRIARCLIFF MANOR NY 10510 NONE EXEMPT ORG. CHARITABLE/EDUCATION 1000 PARENTS FOR CARPINTERIA FAMILY SCHOOL 1480 LINDEN AVENUE CARPINTERIA CA 93013 NONE EXEMPT ORG. CHARITABLE/EDUCATION 500 PHELPS MEMORIAL HOSPITAL CENTER 1 PHELPS LANE SUITE 106 SLEEPY HOLLOW NY 10591 NONE EXEMPT ORG. CHARITABLE/HEALTH 59000 PULMONARY FIBROSIS FDN 230 EAST OHIO STREET CHICAGO IL 60611 NONE EXEMPT ORG. CHARITABLE/HEALTH 26000 ST PATRICK'S CATHEDRAL 460 MADISON AVENUE NEW YORK NY 10022 NONE EXEMPT ORG. CHARITABLE/RELIGIOUS 100000 UNITED WAY OF AMERICA 701 NORTH FAIR FAX STREET ALEXANDRIA VA 22314 NONE EXEMPT ORG. CHARITABLE/HUMANITARIAN 1000 320000 0 14 1809 18 146117 14 6714 18 26871 0 181511 0 181511 0 0 0 0 0 0 0 0 0 0 X X 1 THOMAS E HALES 66 BROOKWOOD DRIVE BRIARCLIFF MANOR NY 10510 330000 X CBIZ MHM LLC 4500 2250 2250 NONE 0 THE HALES FAMILY FOUNDATION, INC.EIN: 13-3801701ELECTION TO DISTRIBUTE CORPUSYEAR ENDED DECEMBER 31, 2012PURSUANT TO CODE SECTION 4942 (H)(S) AND REGULATIONS SECTION 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT QUALIFYING DISTRIBUTIONS IN THE AMOUNT OF $409,007 FOR THE YEAR ENDED DECEMBER 31, 2012 AS MADE OUT OF CORPUS. ____________________________________ FOUNDATION MANAGER CORPORATE BONDS 0 0 CORPORATE STOCK 3216395 2355466 MUTUAL FUNDS 3152839 4553995 BOOK/TAX ADJUSTMENT DUE TO TIMING DIFFERENCES 3064 NYS FILING FEE 250 0 250 INVESTMENT ADVISORY FEES 29902 29902 0 NY LAW JOURNAL 140 0 140 BANK SERVICE CHARGE 75 75 0 NON-DIVIDEND DISTRIBUTION 6714 6714 6714 BOOK/TAX ADJUSTMENT DUE TO MARKET VALUE OF SECURITIES 30705 FOREIGN TAX PAID 2182 2182 0 2014 ESTIMATED PAYMENT 5000 0 0