2012-05-14T13:53:57-05:00 2011-12-31 341883473 CBIZ MHM LLC 1065 AVENUE OF THE AMERICAS NEW YORK NY 10018 990PF 2011-01-01 133801701 THE HALES FAMILY FOUNDATION INC HALE 2127905700 66 BROOKWOOD DRIVE BRIARCLIFF MANOR NY 10510 THOMAS E HALES 2127905700 2012-05-08 1 DONNA PALUMBO P00747954 2127905700 2011 2016-02-24 21:20:13Z X 5209667 X 304500 16389 16389 109722 109722 1649 99649 1649 3548 3548 435808 131308 0 0 0 4500 2250 2250 2138 2138 0 22711 21336 375 29349 25724 2625 134500 134500 163849 25724 137125 271959 105584 1608 7350 7350 59334 354904 354904 5706390 5774415 4348046 587000 489000 499367 6354332 6625669 5209667 0 0 X 0 0 0 0 6354332 6625669 6354332 6625669 6354332 6625669 6354332 271959 0 6626291 622 6625669 CAPMARK BANK P 2009-05-04 2011-05-13 98000 98000 0 0 CAPITAL GAINS DIVIDENDS P 1649 1649 1649 1649 0 510094 4772569 0.106880 554348 4929872 0.112447 1516111 6167557 0.245820 224025 6108904 0.036672 201605 4377124 0.046059 0.547878 0.109576 5021509 550237 1056 551293 137125 2112 0 2112 0 2112 2583 2583 X 471 471 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 0.00 0 0 0 ALICE HALES 66 BROOKWOOD DRIVE BRIARCLIFF MANOR NY 10510 0.00 0 0 0 TERENCE HALES 66 BROOKWOOD DIRVE BRIARCLIFF MANOR NY 10510 0.00 0 0 0 NONE 0 NONE 0 NONE 0 0 0 5025694 72285 0 5097979 0 0 5097979 76470 5021509 251075 251075 2112 2112 248963 0 248963 0 248963 137125 0 137125 0 137125 248963 0 0 512316 555482 512377 1580175 137125 0 0 137125 0 0 248963 248963 1468337 0 0 0 0 0 0 0 1468337 263353 555482 512377 137125 THOMAS E HALES X ARCHDIOCESE OF NEW YORK 1011 FIRST AVENUE STE 1410 NEW YORK NY 10022 NONE EXEMPT ORG. CHARITABLE/RELIGIOUS 100000 FORDHAM UNIVERSITY 441 EAST FORDHAM ROAD NEW YORK NY 10023 NONE EXEMPT ORG. CHARITABLE/EDUCATION 1000 IONA COLLEGE 715 NORTH AVENUE NEW ROCHELLE NY 10801 NONE EXEMPT ORG. CHARITABLE/EDUCATION 25000 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 2500 SAVE LIVES NOW NY 666 FIFTH AVENUE- 16TH FL NEW YORK NY 10103 NONE EXEMPT ORG. CHARITABLE/HEALTH 5000 134500 0 14 16389 14 109722 14 3548 18 1649 0 131308 0 131308 0 0 0 0 0 0 0 0 0 0 X X 1 THOMAS E HALES 66 BROOKWOOD DRIVE BRIARCLIFF MANOR NY 10510 304500 X ACCOUNTING FEES 4500 2250 2250 NONE 0 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 CORPORATE BONDS 489000 499367 KEYCORP. NEW 2536799 918732 CORPORATE STOCK 3237616 3429314 BOOK/TAX DIFFERENCE - DIVIDEND INCOME THRU ML 622 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 480 480 480 NONDIVIDEND DISTRIBTUIONS 3068 3068 3068 FOREIGN TAXES WITHHELD 2138 2138 0