Hale Family Foundation

990PF • Fiscal year 2019 • EIN 46-3829554

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization Profile

9204 Heydon Hall CircleCharlotte, NC 28210

(704) 375-7542

Siviq Scores

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

0.00x

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

2019 filings • NTEE P99 • <$500k nonprofits • Source year 2019

0.00x

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

2019 filings • NTEE P99 • <$500k nonprofits • Source year 2019

-41%

Higher net margin than 9% of similar nonprofits.

2019 filings • NTEE P99 • <$500k nonprofits • Source year 2019

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • NTEE P99 • <$500k nonprofits • Source year 2019

5.7%

Faster asset growth than 52% of similar nonprofits.

2019 filings • NTEE P99 • <$500k nonprofits • Annualized from 2016 to 2019

-45%

Faster revenue growth than 18% of similar nonprofits.

2019 filings • NTEE P99 • <$500k nonprofits • Annualized from 2016 to 2019

Balance Sheet

Liabilities / Assets62nd percentile

Assets

$415,904

Up $63,239 (+18%) from 2016

Net Assets

$415,904

Up $63,239 (+18%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue62nd percentile Net Margin9th percentile

Revenue

Down

$32,860

Down $160,434 (-83%) from 2016

Expenses

Down

$46,427

Down $7,770 (-14%) from 2016

Net Income

Down

-$13,567

Down $152,664 (-110%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

Highlighted filing

2019

Assets$415,904

Liabilities$0

Net Assets$415,904

Open 2019 Filing

Operations Trend

Revenue Growth18th percentile

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

Highlighted filing

2019

Revenue$32,860

Expenses$46,427

Net Income-$13,567

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2019 to Dec 31, 2019
Signed: Nov 16, 2020
Return Version: 2019v5.0

Compensation and Service Providers

Top Officer Pay81st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
STEVEN A HALE II	President	-	$0	-	-
JENNIFER HALE MD	Chairman & S	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Hale Family Foundation
EIN: 46-3829554
Phone: 7043757542
Address: 9204 HEYDON HALL CIRCLE, CHARLOTTE, NC 28210

Signing Officer

Name: Steven a Hale Ii
Title: President
Phone: 7043757542
Signed: 2020-11-16
Discuss with paid preparer: Yes

Preparer

Firm: Brad G Garner CPA
Address: 3675 MARINE DR, GREENVILLE, NC 27834
Preparer: Brad G Garner
Phone: 2523554610

Raw XML Appendix331 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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	18067
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	382334
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	INVESTMENT IN HALE PARTNERSHIP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	INVESTMENT IN HALE MOB FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	18067
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	382334
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	1259
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	4857
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt	0	68
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc	0	ORDINARY INCOME FROM K-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc	1	RENTAL INCOME FROM K-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt	0	-486
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt	1	7599
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd	1	16
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	13297
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	13297
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	13297
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	45750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	45750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	19563
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt	0	1259
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	1259
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	1259
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-13567
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt	0	4857
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	4857
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	4857
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	5808
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	376
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	677
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt	0	7181
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt	0	68
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	7181
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	13297
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	45750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	376
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	46427
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	6184
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	32860
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	376
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	677
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-13567
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	8
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	20057
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	415912
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	409422
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	415904
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	19210
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	19210
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	19210
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	19326
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	116
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	116
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	116
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	116
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	116
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	116
IRS990PF/FMVAssetsEOYAmt	0	415903
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	3201
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	3069
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	3068
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt	0	409422
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt	0	415904
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	390412
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	400401
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	400401
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt	0	12434
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt	0	15809
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt	0	12434
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt	0	12434
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	409422
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	415904
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	415903
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	409422
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	415904
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	409422
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	415904
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	392405
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	2386
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	390019
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	5886
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	19326
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	386519
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	392405
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	STEVEN A HALE II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	JENNIFER HALE MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	CHAIRMAN & S
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	9204 HEYDON HALL CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	9204 HEYDON HALL CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	28210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	28210
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	179584
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	179642
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	30450
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	38849
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	47929
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	16615
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	6171
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.464619
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.077891
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.097546
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.207424
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	1.221422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	0.718812
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	58
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	386519
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	390930
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	398264
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	231068
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	13603
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	8585
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	45750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	2.323095
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	45750
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	45750
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	45750
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	STEVEN A HALE II
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	9204 HEYDON HALL CIRCLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	CHARLOTTE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	28210
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	7043757542
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	45750
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	STEVEN A HALE II JENNIFER HALE MD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SUPPORT MINISTRY FOCUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	SUPPORT CURE OF CHILDHOOD CANCER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	SUPPORT THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	FELLOWSHIP OF CHRISTIAN ATHLETES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	CLAIRE'S ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	CARTERET COMMUNITY THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	PO BOX 78571
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	1311 ARENDELL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	FORT COLLINS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	MOREHEAD CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	80525
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	28271
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	28557
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	45750
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	19210
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	19210
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	10903
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	18936
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	37099
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	16105
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	5800
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	5800
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	109583
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	26540
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	10903
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	18936
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	37099
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	16105
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	45750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	26540
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	115383
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	88843
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	STEVEN A HALE II
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	9204 HEYDON HALL CIRCLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	CHARLOTTE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	28210
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	19563
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	8
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	NDES FROM PASSTHROUGHS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	OTHER EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	INVESTMENT INT EXP FROM PASST
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	5	PORTFOLIO DEDUCTION FROM PASS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	6	HP FUND LTCL FROM K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	53
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	65
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	258
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	60
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	98
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	143
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	53
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	65
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	5	258
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	68
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	1	-486
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	2	7599
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	HP FUND STCG FROM K-1
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	ORDINARY INCOME FROM K-1
OtherIncomeSchedule2/OtherIncomeDetail/Desc	2	RENTAL INCOME FROM K-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	68
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	68
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	-486
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	2	7599
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	20057
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	BOOK/TAX DIFFERENCES FROM PASSTHROUGHS
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt	0	12434
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/PersonNm	0	JOE HAYNES ATHLETES IN ACTION
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InsiderRelationshipTxt	0	NONE
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt	0	0.0300
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LenderConsiderationDesc	0	CASH
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanMaturityDt	0	2023-07
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt	0	19000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanPurposeTxt	0	MINISTRY SHORTFALL
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt	0	2018-05
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/RepaymentTermsTxt	0	PRINCIPAL & INTEREST
ReturnHeader/BuildTS	0	2021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	STEVEN A HALE II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7043757542
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	HALE FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	HALE
ReturnHeader/Filer/EIN	0	463829554
ReturnHeader/Filer/PhoneNum	0	7043757542
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	9204 HEYDON HALL CIRCLE
ReturnHeader/Filer/USAddress/CityNm	0	CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NC
ReturnHeader/Filer/USAddress/ZIPCd	0	28210
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	345A121D8693FCBB4239812775AAA5913957B586
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	345A121D8693FCBB4239812775AAA5913957B586
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	75.109.122.153
ReturnHeader/FilingSecurityInformation/IPDt	0	2020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	CS
ReturnHeader/FilingSecurityInformation/IPTm	0	17:55:13
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BRAD G GARNER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	3675 MARINE DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	GREENVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	27834
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2523554610
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2020-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	BRAD G GARNER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2020-11-16T17:55:13-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-01-01
ReturnHeader/TaxPeriodEndDt	0	2019-12-31
ReturnHeader/TaxYr	0	2019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $415,904
Liabilities: $0
Net assets: $415,904
Revenue: $32,860
Expenses: $46,427
Net income: -$13,567

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$4.40	$0.00	$4.40	$2.36	$0.11	$2.25
2023Detailed filing. Detailed filing data is available for this year.	$2.16	$0.00	$2.16	$1.29	$0.05	$1.25
2022Detailed filing. Detailed filing data is available for this year.	$0.90	$0.00	$0.90	$0.10	$0.09	$0.01
2021Detailed filing. Detailed filing data is available for this year.	$0.49	$0.00	$0.49	$0.09	$0.07	$0.02
2020Detailed filing. Detailed filing data is available for this year.	$0.43	$0.00	$0.43	$0.15	$0.04	$0.11
2019Detailed filing. Detailed filing data is available for this year.	$0.42	$0.00	$0.42	$0.03	$0.05	$0.01
2016Detailed filing. Detailed filing data is available for this year.	$0.35	$0.00	$0.35	$0.19	$0.05	$0.14
2015Summary only. Only limited summary data is available for this year.	$0.21	$0.00		$0.11	$0.02	$0.09
2014Detailed filing. Detailed filing data is available for this year.	$0.10	$0.00	$0.10	$0.01	$0.01	$0.00
2013Summary only. Only limited summary data is available for this year.	$0.10	$0.00		$0.11	$0.01	$0.10