Civic Intelligence

M Haley Foundation Inc.

990PF • Fiscal year 2011 • EIN 56-1720197

Nov 01, 2010 to Oct 31, 2011 • Filed on Aug 31, 2012

100 North Green Street Suite 60027401
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$9,300,144

Flat from 2011

Net Assets

$9,300,144

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$552,200

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $9,300,144Liabilities 2011: $0Net Assets 2011: $9,300,1442011Assets 2011: $9,300,144Liabilities 2011: $12011Assets 2012: $9,011,415Liabilities 2012: $76,731Net Assets 2012: $8,934,6842012Assets 2013: $8,839,427Liabilities 2013: $0Net Assets 2013: $8,839,4272013Assets 2014: $8,375,437Liabilities 2014: $0Net Assets 2014: $8,375,4372014Assets 2015: $8,196,736Liabilities 2015: $0Net Assets 2015: $8,196,7362015Assets 2016: $8,013,018Liabilities 2016: $0Net Assets 2016: $8,013,0182016Assets 2017: $6,690,878Liabilities 2017: $0Net Assets 2017: $6,690,8782017Assets 2018: $5,998,274Liabilities 2018: $0Net Assets 2018: $5,998,2742018Assets 2019: $5,737,490Liabilities 2019: $0Net Assets 2019: $5,737,4902019Assets 2020: $5,259,724Liabilities 2020: $0Net Assets 2020: $5,259,7242020Assets 2021: $4,987,374Liabilities 2021: $0Net Assets 2021: $4,987,3742021Assets 2022: $5,259,988Liabilities 2022: $80,368Net Assets 2022: $5,179,6202022Assets 2023: $5,101,403Liabilities 2023: $0Net Assets 2023: $5,101,4032023Assets 2024: $5,317,500Liabilities 2024: $0Net Assets 2024: $5,317,5002024

Highlighted filing

2011

Assets$9,300,144
Liabilities$0
Net Assets$9,300,144

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $552,2002011Revenue 2011: $532,239Expenses 2011: $552,200Net Income 2011: -$19,9612011Expenses 2012: $490,7302012Expenses 2013: $721,4042013Revenue 2014: $527,934Expenses 2014: $991,924Net Income 2014: -$463,9902014Revenue 2015: $337,101Expenses 2015: $515,802Net Income 2015: -$178,7012015Revenue 2016: $374,138Expenses 2016: $557,856Net Income 2016: -$183,7182016Revenue 2017: $418,637Expenses 2017: $1,740,777Net Income 2017: -$1,322,1402017Revenue 2018: $388,133Expenses 2018: $1,080,737Net Income 2018: -$692,6042018Revenue 2019: $344,247Expenses 2019: $605,031Net Income 2019: -$260,7842019Revenue 2020: $261,734Expenses 2020: $739,500Net Income 2020: -$477,7662020Revenue 2021: $217,658Expenses 2021: $490,008Net Income 2021: -$272,3502021Revenue 2022: $541,581Expenses 2022: $349,335Net Income 2022: $192,2462022Revenue 2023: $234,352Expenses 2023: $312,569Net Income 2023: -$78,2172023Revenue 2024: $672,504Expenses 2024: $456,407Net Income 2024: $216,0972024

Highlighted filing

2011

Revenue-
Expenses$552,200
Net Income-
Jump To
Filing Snapshot
Filing Period
Nov 1, 2010 to Oct 31, 2011
Signed
Aug 31, 2012
Return Version
2010v3.7
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL W HALEYDir/Pres/Tre-$0--
LYNN C HALEYDirector-$0--
ELIZABETH L STANLEYDirector-$0--
LEIGH H JONESDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-UNRESTRICTEDPUBLICGREENSBORO, NC, US$200,000
Paid Grant-UNRESTRICTEDPUBLICGREENSBORO, NC, US$50,000
Paid Grant-UNRESTRICTEDPUBLICCHARLOTTE, NC, US$50,000
Paid Grant-UNRESTRICTEDPUBLICGREENSBORO, NC, US$40,000
Paid Grant-UNRESTRICTEDPUBLICWINGATE, NC, US$30,000
Paid Grant-UNRESTRICTEDPUBLICGREENSBORO, NC, US$25,000
Paid Grant-UNRESTRICTEDPUBLICCHAPEL HILL, NC, US$21,429
Paid Grant-UNRESTRICTEDPUBLICGREENSBORO, NC, US$15,000
Paid Grant-UNRESTRICTEDPUBLICCHAPEL HILL, NC, US$15,000
Paid Grant-UNRESTRICTEDPUBLICGREENSBORO, NC, US$15,000
Paid Grant-UNRESTRICTEDPUBLICGREENSBORO, NC, US$10,000
Paid Grant-UNRESTRICTEDPUBLICGREENSBORO, NC, US$5,000
Paid Grant-UNRESTRICTEDPUBLICWASHINGTON, DC, US$5,000
Paid Grant-UNRESTRICTEDPUBLICWEST CONSHOHOCKEN, PA, US$5,000
Paid Grant-UNRESTRICTEDPUBLICWEST PALM BEACH, FL, US$5,000
Paid Grant-UNRESTRICTEDPUBLICCHAPEL HILL, NC, US$5,000
Paid Grant-UNRESTRICTEDPUBLICBOYNTON BEACH, FL, US$4,000
Paid Grant-UNRESTRICTEDPUBLICNORTH PALM BEACH, FL, US$3,500
Paid Grant-UNRESTRICEDPUBLICNORTH PALM BEACH, FL, US$3,000
Paid Grant-UNRESTRICTEDPUBLICGREENSBORO, NC, US$2,500
Paid Grant-UNRESTRICTEDPUBLICGREENSBORO, NC, US$2,500
Paid Grant-UNRESTRICTEDPUBLICCHAPEL HILL, NC, US$1,500
Paid Grant-UNRESTRICTEDPUBLICCHARLOTTE, NC, US$1,000
Paid Grant-UNRESTRICTEDPUBLICCROSSNORE, NC, US$1,000
Paid Grant-UNRESTRICTEDPUBLICGREENSBORO, NC, US$1,000
Paid Grant-UNRESTIRCTEDPUBLICGREENSBORO, NC, US$1,000
Paid Grant-UNRESTRICTEDPUBLICGREENSBORO, NC, US$1,000
Paid Grant-UNRESTIRCTEDPUBLICGREENSBORO, NC, US$500
Filing and Contact Details

Filer

EIN
56-1720197
Raw XML AppendixShowing 400 of 599 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
CompensationExplanation/Compensation/PersonName0MICHAEL W HALEY
CompensationExplanation/Compensation/PersonName1LYNN C HALEY
CompensationExplanation/Compensation/PersonName2ELIZABETH L STANLEY
CompensationExplanation/Compensation/PersonName3LEIGH H JONES
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0672306
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1200000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue2500000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue3997383
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue4125000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0965250
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV1208800
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV2523600
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV3960800
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV4128050
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond039000 CITIGROUP CAPITAL VI 7.125%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond18,000 BB&T TRUST VI
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond220,000 CREDIT SUISSE GUERNSEY BRH
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond340,000 DEUTCHE BANK CONTINGENT CAP T
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond45,000 UNITED STATES CELLULAR 6.95% S
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue023102
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1250000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2412141
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3250000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4501299
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue51000000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6247574
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue71000000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue8250000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue9749048
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue10440131
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV010811
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1218900
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV212345
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV31865
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4246600
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV542800
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV61048800
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV7282400
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV81097325
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV9255000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV10733800
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV11428000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock02,397.045 SHARES LIBERTY ALLSTARS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19,000 SHARES MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock210,000 BARCLAYS BANK 6.625% PFD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3500 SH AMERICAN INTL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4266 WTS AMERICAN INTERNATIONAL GR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock510,000 SHARES BARCLAYS 8.125% PFD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock620,000 FREDDIE MAC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock740,000 HSBC HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock810,000 WELLS FARGO 8% NON CUMULATIVE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock950,000 CLEARBRIDGE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1010,000 LLOYDS BANK GROUP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1115,000 ROYAL BANK OF CANADA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12500 BANK OF AMERICA 7.25% NON CUM PF
InvestmentsLandSchedule2/InvestmentLand/BookValue0148322
InvestmentsLandSchedule2/InvestmentLand/BookValue11394354
InvestmentsLandSchedule2/InvestmentLand/CategoryOrItem0LAND SUMMIT AVENUE
InvestmentsLandSchedule2/InvestmentLand/CategoryOrItem1LAND GREENSBORO COLLEGE
InvestmentsLandSchedule2/InvestmentLand/CategoryOrItem2LAND GIARD HOMES
InvestmentsLandSchedule2/InvestmentLand/CostOrOtherBasis0148322
InvestmentsLandSchedule2/InvestmentLand/CostOrOtherBasis11394354
InvestmentsLandSchedule2/InvestmentLand/EOYFMV0148322
InvestmentsLandSchedule2/InvestmentLand/EOYFMV11394354
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
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IRS990PF/BalanceSheets/CashBOY057522
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-01-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-09-30
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset05,000 SHARES RBC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19,000 SHARES MICROSOFT
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1LYNN C HALEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2ELIZABETH L STANLEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3LEIGH H JONES
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus27PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0CANTERBURY SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1CAROLINAS HEALTH CARE FOU
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2THE CROSSNORE SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3COVE CREEK GARDENS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4EASTERN MUSIC FESTIVAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5EDUCATIONAL FOUNDATION OF
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6GIRL SCOUT TARHEEL TRIAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7GREENSBORO URBAN MINISTRY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName8HERITAGE FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName9LOST TREE VILL CHAR FD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName10MACULA VISION RESEARCH FD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName11MOSES CONE HEALTH SYSTEM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName12NICKLAUS CHILD HEALTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName13OLD NORTH STATE COUNCIL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName14PIEDMONT TRIAD CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName15RONALD MCDONALD HOUSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName16SALVATION ARMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName17SALVATION ARMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName18TRIAD STAGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName19TRIAD YOUTH GOLF FOUNDAT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName20UNC LINEBERGER COMP CANC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName21UNITED WAY OF GREATER GBO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName22UNITED WAY OF PALM BEACH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName23UNC MEDICAL FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName24UNIV OF NORTH CAROLINA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName25WINGATE COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName26THE COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName27BROACH THEATRE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.67$0.46$0.22
2023Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.23$0.31$0.08
2022Detailed filing. Detailed filing data is available for this year.$5.26$0.08$5.18$0.54$0.35$0.19
2021Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.22$0.49$0.27
2020Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.26$0.74$0.48
2019Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.34$0.61$0.26
2018Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.39$1.08$0.69
2017Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$0.42$1.74$1.32
2016Detailed filing. Detailed filing data is available for this year.$8.01$0.00$8.01$0.37$0.56$0.18
2015Detailed filing. Detailed filing data is available for this year.$8.20$0.00$8.20$0.34$0.52$0.18
2014Detailed filing. Detailed filing data is available for this year.$8.38$0.00$8.38$0.53$0.99$0.46
2013Detailed filing. Detailed filing data is available for this year.$8.84$0.00$8.84$0.72
2012Detailed filing. Detailed filing data is available for this year.$9.01$0.08$8.93$0.49
2011Detailed filing. Detailed filing data is available for this year.$9.30$0.00$9.30$0.55
2011Summary only. Only limited summary data is available for this year.$9.30$0.00$0.53$0.55$0.02