Civic Intelligence

Newell D Hale Foundation Dated April 18 2007

990PF • Fiscal year 2012 • EIN 20-8864136

Jan 01, 2012 to Dec 31, 2012 • Filed on May 13, 2013

Organization Profile
697 Pomfret Street06259
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

62nd percentile

3.7%

Faster asset growth than 62% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$2,101,962

Up $75,308 (+3.7%) from 2011

Net Assets

$2,101,962

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$284,679

Up $142,335 (+100%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $2,026,654Liabilities 2011: $02011Assets 2012: $2,101,962Liabilities 2012: $0Net Assets 2012: $2,101,9622012Assets 2013: $2,414,307Liabilities 2013: $02013Assets 2014: $2,539,511Liabilities 2014: $02014Assets 2015: $795,393Liabilities 2015: $0Net Assets 2015: $795,3932015Assets 2016: $350,250Liabilities 2016: $0Net Assets 2016: $350,2502016Assets 2017: $360,342Liabilities 2017: $0Net Assets 2017: $360,3422017Assets 2018: $497,218Liabilities 2018: $0Net Assets 2018: $497,2182018Assets 2019: $545,449Liabilities 2019: $0Net Assets 2019: $545,4492019Assets 2020: $672,433Liabilities 2020: $0Net Assets 2020: $672,4332020Assets 2021: $548,725Liabilities 2021: $0Net Assets 2021: $548,7252021Assets 2022: $552,826Liabilities 2022: $0Net Assets 2022: $552,8262022Assets 2023: $239,829Liabilities 2023: $0Net Assets 2023: $239,8292023Assets 2024: $292,669Liabilities 2024: $0Net Assets 2024: $292,6692024

Highlighted filing

2012

Assets$2,101,962
Liabilities$0
Net Assets$2,101,962
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2011: $342,702Expenses 2011: $142,344Net Income 2011: $200,3582011Expenses 2012: $284,6792012Revenue 2013: $343,643Expenses 2013: $31,298Net Income 2013: $312,3452013Revenue 2014: $306,772Expenses 2014: $181,568Net Income 2014: $125,2042014Revenue 2015: $904,878Expenses 2015: $2,648,996Net Income 2015: -$1,744,1182015Revenue 2016: $398,390Expenses 2016: $843,533Net Income 2016: -$445,1432016Revenue 2017: $307,262Expenses 2017: $297,170Net Income 2017: $10,0922017Revenue 2018: $316,477Expenses 2018: $179,601Net Income 2018: $136,8762018Revenue 2019: $124,963Expenses 2019: $91,713Net Income 2019: $33,2502019Revenue 2020: $511,225Expenses 2020: $384,241Net Income 2020: $126,9842020Revenue 2021: $367,618Expenses 2021: $491,326Net Income 2021: -$123,7082021Revenue 2022: $315,517Expenses 2022: $287,751Net Income 2022: $27,7662022Revenue 2023: $43,172Expenses 2023: $337,196Net Income 2023: -$294,0242023Revenue 2024: $264,289Expenses 2024: $242,884Net Income 2024: $21,4052024

Highlighted filing

2012

Revenue-
Expenses$284,679
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 13, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALICE U HALETrustee-$0--
LAURENCE N HALE IITrustee-$0--
SYLIVA S DANENHOWERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantYMCA OF GREATER HARTFORDCHARITABLE-HARTFORD, CT, US$250,000
Paid GrantQVCC FOUNDATIONCHARITABLE-DANIELSON, CT, US$6,000
Paid GrantPOMFRET SCHOOLCHARITABLE-POMFRET, CT, US$5,000
Paid GrantTHE RECTORY SCHOOLCHARITABLE-POMFRET, CT, US$2,920
Paid GrantHOBART & WILLIAM SMITH COLLEGECHARITABLE-GENEVA, NY, US$2,000
Paid GrantDAY KIMBALL HOSPITALCHARITABLE-PUTNAM, CT, US$1,000
Paid GrantOCULAR IMMUNOLOGY AND UVEITIS FOUNDATIONCHARITABLE-WESTON, MA, US$500
Filing and Contact Details

Filer

EIN
20-8864136
Raw XML AppendixShowing 400 of 408 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount0402
AccountingFeesSchedule/AccountingFees/Category0BOWDITCH & DEWEY - TAX PREPARATION
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0402
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0250004
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1250004
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue2250004
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue3100004
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue4250019
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0268434
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV1297933
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV2250729
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV3103190
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV4267122
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0PIMCO LOW DURATION INSTITUTIONAL
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1PIMCO TOTAL RETURN INSTITUTIONAL
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2RS LOW DURATION BOND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3TEMPLETON GLOBAL BOND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4PIMCO INVESTMENT GRADE CORPORATE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue10
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue20
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV10
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV20
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock020 SHS IBM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1100 SHS PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock280 SHS YUM BRANDS
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount052456
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount07531
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount059987
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA059987
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0402
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0402
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm07531
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0267420
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0267420
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss0300000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm052456
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss052456
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses075308
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice07531
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss07531
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome050782
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm08704
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss016489
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm099
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0368
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0267420
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm09205
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0284679
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome059987
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0359987
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm09205
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss017259
IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/CashBOY030113
IRS990PF/BalanceSheets/CashEOY054531
IRS990PF/BalanceSheets/CashEOYFMV054531
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0872411
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY01100035
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV01187408
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0466
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY00
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV00
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY02026654
IRS990PF/BalanceSheets/RetainedEarningsEOY02101962
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY01123664
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0947396
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0949582
IRS990PF/BalanceSheets/TotalAssetsBOY02026654
IRS990PF/BalanceSheets/TotalAssetsEOY02101962
IRS990PF/BalanceSheets/TotalAssetsEOYFMV02191521
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY02026654
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY02101962
IRS990PF/BalanceSheets/TotalNetAssetsBOY02026654
IRS990PF/BalanceSheets/TotalNetAssetsEOY02101962
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome07531
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss07531
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses07531
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice07531
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses075308
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal02101962
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY02026654
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY02101962
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0101929
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0101929
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0101929
IRS990PF/DistributableAmount/MinimumInvestmentReturn0102437
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0508
IRS990PF/DistributableAmount/TotalTax0508
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0508
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment06
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0508
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0508
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0514
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY02191521
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets02079945
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances01036623
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01043322
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable031199
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0102437
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets02048746
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets02079945
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ALICE U HALE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1LAURENCE N HALE II
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2SYLIVA S DANENHOWER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10507 POMFRET STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11739 POMFRET STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12321 DEERFIELD ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0POMFRET CENTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1POMFRET CENTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2POMFRET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode006259
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode106259
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode206258
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct086324
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets085816
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.041887
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.049503
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.020636
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.052899
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.053066
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.033331
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets02048746
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear102053014
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201849548
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301349901
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401053049
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50363025
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0508
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0267420
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10101631
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2038168
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3071409
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4055881
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5012100
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.209435
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0266912
IRS990PF/QualifyingDistributions/ExpensesAndContributions0267420
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0508
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0267420
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0LAURENCE HALE
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08609282341
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10739 POMFRET STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0POMFRET CENTER
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode006259
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CT
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/ContributingManager0ALICE U HALE
IRS990PF/SupplementaryInformation/ContributingManager1LAURENCE N HALE II
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount25000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount36000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4250000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount5500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount62920
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10DAY KIMBALL HOSPITAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11HOBART & WILLIAM SMITH COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12POMFRET SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13QVCC FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14YMCA OF GREATER HARTFORD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15OCULAR IMMUNOLOGY AND UVEITIS FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16THE RECTORY SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10320 POMFRET STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11300 PULTENEY ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12PO BOX 128
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13742 UPPER MAPLE STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14241 TRUMBULL STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15348 GLEN ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16528 POMFRET STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0PUTNAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1GENEVA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2POMFRET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3DANIELSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4HARTFORD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5WESTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6POMFRET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode006260
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode114456
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode206258
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode306239
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode406103
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode502493
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode606258
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0267420
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear0101929
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0101929
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10101900
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2035831
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear304396
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear403347
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0310965
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0165491
IRS990PF/UndistributedIncome/ExcessFromYear10101900
IRS990PF/UndistributedIncome/ExcessFromYear2035831
IRS990PF/UndistributedIncome/ExcessFromYear304396
IRS990PF/UndistributedIncome/ExcessFromYear403347
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0267420
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0165491
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0310965
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0145474
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions0300000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10507 POMFRET STREET
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0POMFRET CENTER
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0CT
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode006259
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10HALE CHARITABLE LEAD TRUST
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/Description0CONSULTING
OtherExpensesSchedule/OtherExpenses/Description1PORTFOLIO SERVICES FEE
OtherExpensesSchedule/OtherExpenses/Description2MARKETING
OtherExpensesSchedule/OtherExpenses/Description3OFFICE AND POSTAGE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps30
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome18704
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome20
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome30
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks05881
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks18704
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks21000
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks3904
TaxesSchedule/Taxes/Amount0269
TaxesSchedule/Taxes/Amount199
TaxesSchedule/Taxes/Category0IRS - EXCISE TAX
TaxesSchedule/Taxes/Category1FOREIGN TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome199
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0208864136
ReturnHeader/Filer/Name/BusinessNameLine10NEWELL D HALE FOUNDATION
ReturnHeader/Filer/NameControl0NEWE
ReturnHeader/Filer/Phone08609282341
ReturnHeader/Filer/USAddress/AddressLine10697 POMFRET STREET
ReturnHeader/Filer/USAddress/City0POMFRET
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006259
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-13
ReturnHeader/Officer/Name0LAURENCE HALE
ReturnHeader/Officer/Phone08609282341
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-05-13
ReturnHeader/PreparerFirm/EIN0042297674
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BOWDITCH & DEWEY LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10311 MAIN STREET PO BOX 15156
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WORCESTER
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,101,962
Liabilities
$0
Net assets
$2,101,962
Revenue
-
Expenses
$284,679
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.26$0.24$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.04$0.34$0.29
2022Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.32$0.29$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.37$0.49$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.51$0.38$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.12$0.09$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.32$0.18$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.31$0.30$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.40$0.84$0.45
2015Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.90$2.65$1.74
2014Summary only. Only limited summary data is available for this year.$2.54$0.00$0.31$0.18$0.13
2013Summary only. Only limited summary data is available for this year.$2.41$0.00$0.34$0.03$0.31
2012Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.28
2011Summary only. Only limited summary data is available for this year.$2.03$0.00$0.34$0.14$0.20