HALES FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HALES FAMILY FOUNDATION INC (EIN 13-3801701)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201231359349101838
- Schema version
- 2011v1.2
- 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
- All Oth Prog Rltd Investments Sch
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T13:53:57-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341883473 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1065 AVENUE OF THE AMERICAS | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133801701 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HALES FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HALE | NameControl |
| Phone | 2127905700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 BROOKWOOD DRIVE | AddressLine1 |
| City | BRIARCLIFF MANOR | City |
| State | NY | State |
| ZIP Code | 10510 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS E HALES | Name |
| Title | PRESIDENT | Title |
| Phone | 2127905700 | Phone |
| Date Signed | 2012-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONNA PALUMBO | Name |
| PTIN | P00747954 | PTIN |
| Phone | 2127905700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 5209667 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 304500 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 16389 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 16389 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 109722 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 109722 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1649 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 99649 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1649 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 3548 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 3548 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 435808 | TotalRevenueAndExpenses |
| Total Net Investment Income | 131308 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2250 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2250 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2138 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2138 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 22711 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 21336 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 375 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 29349 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 25724 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2625 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 134500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 134500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 163849 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 25724 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 137125 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 271959 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 105584 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1608 | CashBOY |
| Cash EOY | 7350 | CashEOY |
| Cash EOYFMV | 7350 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 59334 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 354904 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 354904 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 5706390 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5774415 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4348046 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 587000 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 489000 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 499367 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 6354332 | TotalAssetsBOY |
| Total Assets EOY | 6625669 | TotalAssetsEOY |
| Total Assets EOYFMV | 5209667 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 6354332 | RetainedEarningsBOY |
| Retained Earnings EOY | 6625669 | RetainedEarningsEOY |
| Total Net Assets BOY | 6354332 | TotalNetAssetsBOY |
| Total Net Assets EOY | 6625669 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 6354332 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6625669 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 6354332 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 271959 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 6626291 | Subtotal |
| Other Decreases | 622 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 6625669 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| CAPMARK BANK | P | 2009-05-04 | 2011-05-13 | 98000 | 98000 | 0 | 0 |
| CAPITAL GAINS DIVIDENDS | P | 1649 | 1649 | 1649 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1649 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 510094 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4772569 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.106880 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 554348 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4929872 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.112447 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1516111 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 6167557 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.245820 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 224025 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6108904 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.036672 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 201605 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4377124 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.046059 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.547878 | TotalDistributionRatio |
| Average Distribution Ratio | 0.109576 | AverageDistributionRatio |
| Net Noncharitable Assets | 5021509 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 550237 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1056 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 551293 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 137125 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2112 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2112 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2112 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2583 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2583 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 471 | Overpayment |
| Amount Credited To Next Year | 471 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | THOMAS HALES | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2127905743 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 BROOKWOOD ROAD | AddressLine1 |
| City | BRIARCLIFF MANOR | City |
| State | NY | State |
| ZIP Code | 10510 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| THOMAS E HALES | ||||||||
| 66 BROOKWOOD DRIVE | BRIARCLIFF MANOR | NY | 10510 | DIRECTOR-AS REQUIRED | 0.00 | 0 | 0 | 0 |
| ALICE HALES | ||||||||
| 66 BROOKWOOD DRIVE | BRIARCLIFF MANOR | NY | 10510 | DIRECTOR-AS REQUIRED | 0.00 | 0 | 0 | 0 |
| TERENCE HALES | ||||||||
| 66 BROOKWOOD DIRVE | BRIARCLIFF MANOR | NY | 10510 | DIRECTOR-AS REQUIRED | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5025694 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 72285 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5097979 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5097979 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 76470 | CashDeemedCharitable |
| Net Noncharitable Assets | 5021509 | NetNoncharitableAssets |
| Minimum Investment Return | 251075 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 251075 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2112 | TaxBasedOnInvestmentIncome |
| Total Tax | 2112 | TotalTax |
| Distributable Amount Before Adj | 248963 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 248963 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 248963 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 137125 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 137125 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 137125 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 248963 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 512316 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 555482 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 512377 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1580175 | TotalExcessDistriCarryover |
| Qualifying Distributions | 137125 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 137125 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 248963 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 248963 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1468337 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1468337 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 263353 | ExcessFromYear3 |
| Excess From Year2 | 555482 | ExcessFromYear2 |
| Excess From Year1 | 512377 | ExcessFromYear1 |
| Excess From Current Year | 137125 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS E HALES | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ARCHDIOCESE OF NEW YORK | |||||||
| 1011 FIRST AVENUE STE 1410 | NEW YORK | NY | 10022 | NONE | EXEMPT ORG. | CHARITABLE/RELIGIOUS | $100,000 |
| FORDHAM UNIVERSITY | |||||||
| 441 EAST FORDHAM ROAD | NEW YORK | NY | 10023 | NONE | EXEMPT ORG. | CHARITABLE/EDUCATION | $1,000 |
| IONA COLLEGE | |||||||
| 715 NORTH AVENUE | NEW ROCHELLE | NY | 10801 | NONE | EXEMPT ORG. | CHARITABLE/EDUCATION | $25,000 |
| IONA GOAL CLUB | |||||||
| 715 NORTH AVENUE | NEW ROCHELLE | NY | 10801 | NONE | EXEMPT ORG. | CHARITABLE/EDUCATION | $500 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| PO BOX 27106 | NEW YORK | NY | 10087 | NONE | EXEMPT ORG. | CHARITABLE/MEDICAL | $500 |
| NY MEDICAL COLLEGE | |||||||
| 40 SUNSHINE COTTAGE ROAD | VALHALLA | NY | 10595 | NONE | EXEMPT ORG. | CHARITABLE/EDUCATION | $2,500 |
| SAVE LIVES NOW NY | |||||||
| 666 FIFTH AVENUE- 16TH FL | NEW YORK | NY | 10103 | NONE | EXEMPT ORG. | CHARITABLE/HEALTH | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 134500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $16,389 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $109,722 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,548 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,649 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $131,308 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 131308 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | THOMAS E HALES | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 BROOKWOOD DRIVE | AddressLine1 |
| City | BRIARCLIFF MANOR | City |
| State | NY | State |
| ZIP Code | 10510 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 304500 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $4,500 | Amount |
| Net Investment Income | 2250 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2250 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
| Amount | $0 | Amount |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE HALES FAMILY FOUNDATION, INC.EIN: 13-3801701ELECTION TO DISTRIBUTE CORPUSYEAR ENDED DECEMBER 31, 2011PURSUANT 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 $137,125 FOR THE YEAR ENDED DECEMBER 31, 2011 AS MADE OUT OF CORPUS. ____________________________________ FOUNDATION MANAGER | Election |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 489000 | EOYBookValue |
| EOYFMV | 499367 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| KEYCORP. NEW | 2536799 | 918732 |
| CORPORATE STOCK | 3237616 | 3429314 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK/TAX DIFFERENCE - DIVIDEND INCOME THRU ML | Description |
| Amount | $622 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| NYS FILING FEE | 250 | 0 | 250 |
| OTHER EXPENSES | 21336 | 21336 | 0 |
| FEDERAL EXCISE TAX | 1000 | 0 | 0 |
| NY LAW JOURNAL | 125 | 0 | 125 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| OTHER INCOME | 480 | 480 | 480 |
| NONDIVIDEND DISTRIBTUIONS | 3068 | 3068 | 3068 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | Category |
| Amount | $2,138 | Amount |
| Net Investment Income | 2138 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |