Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
Hale Family Foundation Inc
co David Jackson
Number and street (or P.O. box number if mail is not delivered to street address)1300 E Woodfield Road
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Schaumburg, IL60173
A Employer identification number

82-0865495
B Telephone number (see instructions)

(847) 397-3000
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,836,137J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,974,626
2 Check bullet.............
3 Interest on savings and temporary cash investments 219 219 219
4 Dividends and interest from securities... 127,140 127,140 127,140
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -466,117
b Gross sales price for all assets on line 6a 5,014,266
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,635,868 127,359 127,359
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,104      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 12,094      
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 340      
23 Other expenses (attach schedule)....... Click to see list of attachments 36,651      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 55,189 0   0
25 Contributions, gifts, grants paid....... 213,775 213,775
26 Total expenses and disbursements. Add lines 24 and 25 268,964 0   213,775
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,366,904
b Net investment income (if negative, enter -0-) 127,359
c Adjusted net income (if negative, enter -0-)... 127,359
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 35,002 49,953 49,953
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,532,731 Click to see attachment5,010,125 4,693,549
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 34,914 Click to see attachment107,953 91,785
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment850 Click to see attachment850 Click to see attachment850
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,603,497 5,168,881 4,836,137
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 3,603,497 5,168,881
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 3,603,497 5,168,881
31 Total liabilities and net assets/fund balances (see instructions). 3,603,497 5,168,881
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,603,497
2
Enter amount from Part I, line 27a .....................
2
1,366,904
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
198,480
4
Add lines 1, 2, and 3 ..........................
4
5,168,881
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
5,168,881
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a AT&T P 2000-06-30 2018-06-30
b AFLAC INC P 2000-06-30 2018-06-30
c ALDINE TX ISD P 2000-06-30 2018-06-30
d AMERICAN EXPRESS P 2000-06-30 2018-06-30
e AMGEN INC. P 2000-06-30 2018-06-30
APPLIED MATERIALS P 2000-06-30 2018-06-30
AUTO DATA PROCESSING P 2000-06-30 2018-06-30
BEST BUY INC. P 2000-06-30 2018-06-30
BRISTOL MYERS SQUIBB P 2000-06-30 2018-06-30
CAPITAL ONE FC P 2000-06-30 2018-06-30
CATERPILLAR INC. P 2000-06-30 2018-06-30
CENTERPOINT ENERGY P 2000-06-30 2018-06-30
CHEVRON CORP P 2000-06-30 2018-06-30
CIRRUS LOGIC INC. P 2000-06-30 2018-06-30
CISCO SYSTEMS INC. P 2000-06-30 2018-06-30
COMCAST CORP P 2000-06-30 2018-06-30
CONROE TX ISD P 2000-06-30 2018-06-30
CVR ENERGY INC. P 2000-06-30 2018-06-30
D X C TECHNOLOGY CO P 2000-06-30 2018-06-30
DELTA AIR LINES INC. P 2000-06-30 2018-06-30
EATON CORP PLC P 2000-06-30 2018-06-30
EATON VANCE FLOATING RATE FD EIBLX P 2000-06-30 2018-06-30
ENCOMPASS HEALTH COR: EHC P 2000-06-30 2018-06-30
EVERGY INC: EVRGEVERGY INC: EVR P 2000-06-30 2018-06-30
FACEBOOK INC CLASS P 2000-06-30 2018-06-30
GOODYEAR TIRE RUBBER: GT P 2000-06-30 2018-06-30
HANESBRANDS INC: HBI P 2000-06-30 2018-06-30
HILLSBORO CN FL IMP 5%22EXCISE TAX DUE P 2000-06-30 2018-06-30
HOST HOTELS & RESORT: HST P 2000-06-30 2018-06-30
HOTCHKIS & WILEY HIGH HWHIX P 2000-06-30 2018-06-30
HUNTSMAN CORP: HUN P 2000-06-30 2018-06-30
IBM CORP: IBM P 2000-06-30 2018-06-30
ISHARES CORE MSCI EAFE P 2000-06-30 2018-06-30
ISHARES CORE S&P SMALL P 2000-06-30 2018-06-30
ISHARES GLOBAL ETF: IGF P 2000-06-30 2018-06-30
JOHNSON & JOHNSON: JNJ P 2000-06-30 2018-06-30
KEYCORP INC: KEY P 2000-06-30 2018-06-30
MCDERMOTT INTL INC F: MDR P 2000-06-30 2018-06-30
METLIFE INC: MET P 2000-06-30 2018-06-30
MYLAN NV F: MYL P 2000-06-30 2018-06-30
OPPENHEIMER DEVELOPING MKTS FD CL A: OD P 2000-06-30 2018-06-30
OPPENHEIMER DEVELOPING MKTS FD CL I: OD P 2000-06-30 2018-06-30
PACCAR INC: PCAR P 2000-06-30 2018-06-30
PRIMERICA INC: PRI P 2000-06-30 2018-06-30
REINSURANCE GP AMER: RGA P 2000-06-30 2018-06-30
RILEY CN KS USD 383 4%22GO UTX 09/01/22: P 2000-06-30 2018-06-30
SAGINAW TWP MI CSD 05/01/23: 786854KZ1 P 2000-06-30 2018-06-30
SANDERSON FARMS INC: SAFM P 2000-06-30 2018-06-30
SANMINA CORP: SANM P 2000-06-30 2018-06-30
SUNCOR ENERGY INC F: SU P 2000-06-30 2018-06-30
SUNSTONE HOTEL INVTS REIT: SHO P 2000-06-30 2018-06-30
SYSCO CORP: SYYSYSCO CORP: P 2000-06-30 2018-06-30
UNITED NATURAL FOODS: UNFI P 2000-06-30 2018-06-30
VALERO ENERGY CORP: VLO P 2000-06-30 2018-06-30
VERIZON COMMUNICATN: VZ P 2000-06-30 2018-06-30
WABASH NTNL CORP: WNC P 2000-06-30 2018-06-30
WHITMAN CNTY WA SD 5%24GO UTX 12/01/24X P 2000-06-30 2018-06-30
WILLIAMS COMPANIES: WMB P 2000-06-30 2018-06-30
WORTHINGTON INDS INC: WOR P 2000-06-30 2018-06-30
SONOCO PRODUCTS CO: SON P 2000-06-30 2018-06-30
A T & T INC: T P 2000-06-30 2018-06-30
ACCENTURE PLC FCLASS ACN P 2000-06-30 2018-06-30
ALLETE INC: ALE P 2000-06-30 2018-06-30
ALPHABET INC. GOOGL P 2000-06-30 2018-06-30
AMERN TOWER CORP P 2000-06-30 2018-06-30
APPLE INC: AAPL P 2000-06-30 2018-06-30
APPLIED MATERIALS: AMAT P 2000-06-30 2018-06-30
BANK OF AMERICA CORP: BAC P 2000-06-30 2018-06-30
BEXAR CNTY TX 4.5%19DB LTX 06/15/19: P 2000-06-30 2018-06-30
BOEING CO: BA P 2000-06-30 2018-06-30
BROADRIDGE FINL SOLU: BR P 2000-06-30 2018-06-30
CA INC MANDATORY MERGER P 2000-06-30 2018-06-30
CANADIAN NATL RAILWY F: CNI P 2000-06-30 2018-06-30
CHEVRON CORP: CVX P 2000-06-30 2018-06-30
CISCO SYSTEMS INC: CSCO P 2000-06-30 2018-06-30
CITIZENS FINL GROUP 0050: CFG P 2000-06-30 2018-06-30
COMCAST CORP CLASS P 2000-06-30 2018-06-30
CORNING INC: GLW P 2000-06-30 2018-06-30
CT ST SPL TAX OBG 09/01/20: 207758TG8 P 2000-06-30 2018-06-30
D R HORTON CO: DHI P 2000-06-30 2018-06-30
EATON CORP PLC P 2000-06-30 2018-06-30
ESTEE LAUDERCO INC EL P 2000-06-30 2018-06-30
EVERGY INC: EVRG P 2000-06-30 2018-06-30
EXELON CORP: EXC P 2000-06-30 2018-06-30
FACEBOOK INC P 2000-06-30 2018-06-30
FACTSET RESEARCH SYS: FDS P 2000-06-30 2018-06-30
FEDEX CORP: FDX P 2000-06-30 2018-06-30
FRISCO TX ISD 5%21GO UTX 08/15/21: P 2000-06-30 2018-06-30
GOODYEAR TIRE RUBBER: GT P 2000-06-30 2018-06-30
HANESBRANDS INC: HBI P 2000-06-30 2018-06-30
HARDING LOEVNER FRONTIER EMERG MKTS INV: P 2000-06-30 2018-06-30
HOME DEPOT INC: HD P 2000-06-30 2018-06-30
HORMEL FOODS CORP: HRL P 2000-06-30 2018-06-30
HOTCHKIS & WILEY HIGH YIELD FD CL I: H P 2000-06-30 2018-06-30
ISHARES CORE S&P MID CAPETF: IJH P 2000-06-30 2018-06-30
ISHARES CORE S&P SMALL CAP ETF: IJR P 2000-06-30 2018-06-30
J P MORGAN CHASE & CO: JPM P 2000-06-30 2018-06-30
JOHNSON & JOHNSON: JNJ P 2000-06-30 2018-06-30
LOUISVILLE ETC KY S 5%19SWR UTIL 05/15/1 P 2000-06-30 2018-06-30
MYLAN NV P 2000-06-30 2018-06-30
NY ST TWY AUTH SEC 4%20COMB TAX DUE P 2000-06-30 2018-06-30
OMNICOM GROUP INC P 2000-06-30 2018-06-30
OPPENHEIMER DEVELOPING ODVIX P 2000-06-30 2018-06-30
PEORIA ETC IL CC 51 5XXX**MATURED**: 713 P 2000-06-30 2018-06-30
SANDERSON FARMS INC: SAFMS P 2000-06-30 2018-06-30
SANMINA CORP: SANM P 2000-06-30 2018-06-30
UNITED THERAPEUTICS: UTHR P 2000-06-30 2018-06-30
VANGUARD REAL ESTATE ETF: VNQ P 2000-06-30 2018-06-30
VERIZON COMMUNICATN: VZ P 2000-06-30 2018-06-30
WABASH NTNL CORP: WNC P 2000-06-30 2018-06-30
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 124,117   139,698 -15,581
b 35,777   32,293 3,484
c 27,318   27,642 -324
d 11,448   11,239 209
e 6,704   7,544 -840
49,295   56,997 -7,702
18,034   20,622 -2,588
9,127   11,167 -2,040
12,421   12,253 168
2,783   2,927 -144
11,007   10,985 22
3,559   3,615 -56
3,874   3,801 73
807,673   1,004,000 -196,327
12,742   12,226 516
2,565   2,620 -55
26,363   26,859 -496
9,945   9,547 398
7,804   9,643 -1,839
12,766   12,339 427
2,173   1,808 365
48,264   50,101 -1,837
84,489   76,650 7,839
43,432   39,804 3,628
977   1,055 -78
48,091   53,550 -5,459
41,496   60,936 -19,440
27,208   27,447 -239
9,744   9,113 631
456   483 -27
71,721   106,720 -34,999
75,401   94,080 -18,679
299,567   320,803 -21,236
43,310   46,179 -2,869
47,130   46,819 311
2,356   2,257 99
26,162   28,357 -2,195
33,677   35,953 -2,276
78,069   95,809 -17,740
44,005   53,321 -9,316
169,105   146,598 22,507
1,161   1,232 -71
5,943   5,862 81
18,961   16,192 2,769
204,226   211,313 -7,087
26,371   26,502 -131
26,390   26,641 -251
52,458   65,264 -12,806
43,514   47,396 -3,882
71,725   90,686 -18,961
4,913   4,933 -20
19,673   16,480 3,193
27,347   68,043 -40,696
323,947   311,130 12,817
30,204   27,501 2,703
29,518   47,571 -18,053
28,184   28,353 -169
34,082   38,251 -4,169
940   994 -54
67,151   73,242 -6,091
30,828   35,263 -4,435
20,178   20,187 -9
6,298   6,235 63
12,801   13,107 -306
11,007   10,351 656
10,468   13,299 -2,831
23,267   33,368 -10,101
9,802   10,537 -735
25,298   25,392 -94
11,713   12,908 -1,195
10,279   11,840 -1,561
50,330   36,374 13,956
19,669   20,967 -1,298
5,241   5,143 98
294,751   266,542 28,209
8,996   10,593 -1,597
11,340   11,579 -239
41,250   36,277 4,973
26,069   26,189 -120
9,632   9,634 -2
40,156   33,414 6,742
18,747   18,615 132
37,505   31,884 5,621
11,423   10,537 886
9,487   10,251 -764
23,127   23,065 62
18,286   19,160 -874
26,730   26,867 -137
24,845   40,947 -16,102
22,071   43,823 -21,752
28,021   28,619 -598
9,424   10,189 -765
19,293   18,946 347
62,487   65,993 -3,506
77,569   89,237 -11,668
51,825   55,259 -3,434
10,725   11,266 -541
12,957   12,416 541
25,303   25,410 -107
28,535   38,444 -9,909
25,575   25,686 -111
4,011   4,803 -792
152,336   152,110 226
25,000   25,059 -59
21,245   25,501 -4,256
27,862   34,523 -6,661
35,431   35,935 -504
71,273   68,173 3,100
22,399   20,447 1,952
22,538   34,573 -12,035
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -15,581
b       3,484
c       -324
d       209
e       -840
      -7,702
      -2,588
      -2,040
      168
      -144
      22
      -56
      73
      -196,327
      516
      -55
      -496
      398
      -1,839
      427
      365
      -1,837
      7,839
      3,628
      -78
      -5,459
      -19,440
      -239
      631
      -27
      -34,999
      -18,679
      -21,236
      -2,869
      311
      99
      -2,195
      -2,276
      -17,740
      -9,316
      22,507
      -71
      81
      2,769
      -7,087
      -131
      -251
      -12,806
      -3,882
      -18,961
      -20
      3,193
      -40,696
      12,817
      2,703
      -18,053
      -169
      -4,169
      -54
      -6,091
      -4,435
      -9
      63
      -306
      656
      -2,831
      -10,101
      -735
      -94
      -1,195
      -1,561
      13,956
      -1,298
      98
      28,209
      -1,597
      -239
      4,973
      -120
      -2
      6,742
      132
      5,621
      886
      -764
      62
      -874
      -137
      -16,102
      -21,752
      -598
      -765
      347
      -3,506
      -11,668
      -3,434
      -541
      541
      -107
      -9,909
      -111
      -792
      226
      -59
      -4,256
      -6,661
      -504
      3,100
      1,952
      -12,035
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -466,117
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017      
2016      
2015      
2014      
2013      
2
Total of line 1, column (d) .....................
2
 
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
 
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
 
5
Multiply line 4 by line 3......................
5
 
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
 
7
Add lines 5 and 6........................
7
 
8
Enter qualifying distributions from Part XII, line 4,.............
8
 
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 2,547
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 2,547
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,547
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 2,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 547
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
No
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDavid Jackson Telephone no.bullet (847) 397-3000

    Located atbullet1300 E Woodfield Road Suite 300SchaumburgIL ZIP+4bullet60173
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    David Hale President
    0.00     		0    
    25W670 Coventry Street
    Wheaton,IL60187
    Judy Hale V.P / Treasurer
    0.00     		0    
    25W670 Coventry Street
    Wheaton,IL60187
    David Jackson Secretary
    0.00     		0    
    1300 E Woodfield Road 300
    Schaumburg,IL60173
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,977,800
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,977,800
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    3,977,800
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    59,667
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,918,133
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    195,907
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    195,907
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,547
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,547
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    193,360
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    193,360
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    193,360
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    213,775
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    213,775
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    213,775
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 193,360
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017...... 5,104
    fTotal of lines 3a through e........ 5,104
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 213,775
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 193,360
    e Remaining amount distributed out of corpus 20,415
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 25,519
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		25,519
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017.... 5,104
    e Excess from 2018.... 20,415
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    David Hale
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Sigma Kappa Foundation
    695 Pro Med Lane
    Carmel,IN46103     		None PC General Purposes 300
    American Cancer Society
    PO Box 22478
    Oklahoma City,OK73123     		None PC General Purposes 100
    American Lung Association
    55 W Wacker Drive
    Chicago,IL60601     		None PC General Purposes 500
    Caldwell Fine Arts
    2112 Cleveland Boulevard
    Caldwell,ID83605     		None PC General Purposes 500
    Chicago Tribune Charities
    205 N Michigan Avenue
    Chicago,IL60601     		None PC General Purposes 75
    DuPage County Historical Museum Fdn
    102 E Wesley Street
    Wheaton,IL60187     		None PC General Purposes 5,000
    Lupus Fdn of America
    2121 K Street NW Suite 200
    Washington,DC20037     		None PC General Purposes 500
    National Wildlife Federation
    11100 Wildlife Center Drive
    Reston,VA20190     		None PC General Purposes 100
    Ocean Conservancy
    1300 19th Street NW 8th Floor
    Washington,DC20036     		None PC General Purposes 500
    Oconto Falls School District
    200 North Farm Road
    Oconto Falls,WI54154     		None PC General Contribution 1,000
    Purdue Research Foundation
    575 Stadium Mall Drive
    West Lafayette,IN47907     		None PC General Purposes 200,000
    Santa Teresta
    819 Buena Vista Street
    Duarte,CA91010     		None PC General Purposes 250
    St Jude Children's Hospital
    PO Box 50
    Memphis,TN38101     		None PC General Purposes 500
    St Peters Lutheran Church
    PO Box 13
    Camden,IN46917     		None PC General Purposes 100
    The Conservation Foundation
    10S404 Knoch Knolls Road
    Naperville,IL60565     		None PC General Purposes 500
    The Morton Arboretum
    4100 Illinois Route 53
    Lisle,IL60532     		None PC General Purposes 500
    The National Geographic Lindbald Ex
    1145 17th Street NW
    Washington,DC20036     		None PF General Purposes 1,000
    The Nature Conservancy
    4245 North Fairfax Drive Suite 100
    Arlington,VA22203     		None PC General Purposes 50
    The Salvation Army
    5040 North Pulaski Road
    Chicago,IL60630     		None PC General Purposes 300
    The Summit Foundation
    103 S Harris Street
    Breckenridge,CO80424     		None PC General Purposes 500
    US Charitable Gift Trust
    8910 Purdue Road Suite 500
    Indianapolis,IN46268     		None PC General Purposes 500
    WTTW
    5400 N Saint Louis Avenue
    Chicago,IL60625     		None PC General Purposes 500
    Save Community Colleges Org
    20753 N Buffalo Run
    Kildeer,IL60047     		None PC General Purposes 500
    Total .................................bullet 3a 213,775
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		        219
    4 Dividends and interest from securities....         127,140
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		        -466,117
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..     -338,758
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    -338,758
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID: 18007218
    Software Version: 2018v3.1


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    Hale Family Foundation Inc
     
    co David Jackson
    EIN:
    82-0865495
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AT & T INC.    
    AFLAC INC.    
    ALLETE INC. 92,628 95,732
    AMERISOURCEBERGEN CO 106,105 91,586
    AMGEN INC. 83,836 92,663
    APPLIED MATERIALS    
    CA INC.    
    CANADIAN PAC RAILWAY 90,452 90,763
    CAPITAL ONE FINL 102,112 91,313
    CIRRUS LOGIC INC.    
    CISCO SYSTEMS INC.    
    CORNING INC.    
    CVR ENERGY INC. 87,967 97,785
    CVS HEALTH CORP 103,779 90,680
    EATON CORP PLC    
    EBAY INC. 104,630 90,526
    GOOD YEAR TIRE&RUBBER    
    GREAT PLAINS ENERGY    
    HANESBRANDS INC.    
    HEALTHSOUTH CORP    
    HOST HOTELS & RESORT 97,316 89,201
    INTEL CORPORATION 80,749 91,326
    KROGER COMPANY 95,328 90,530
    MCDERMOTT INTL INC.    
    MYLAN NV    
    NETAPP INC. 86,035 91,713
    OMNICOM GROUP INC. 93,644 90,671
    PRIMERICA INC. 90,336 95,072
    REINSURANCE GP AMER 93,331 91,851
    SANDERSON FARMS INC.    
    SANMINA CORPORATION    
    SONOCO PRODUCTS CO    
    SYSCO CORPORATION 86,905 91,546
    TENNECO INC. 147,533 96,139
    TORONTO DOMINION BNK F 94,978 89,794
    UNITED THERAPEUTICS    
    VALERO ENERGY CORP 86,345 90,714
    WABASH NATIONAL CORP    
    WILLIAMS COMPANIES    
    WORTHINGTON INDS INC. 111,291 93,336
    ARTISAN INTL VALUE FUND 393,873 345,605
    FMI INTL FD INST 390,422 345,961
    OPPENHEIMER DEVELOPING    
    ABBVIE INC. 94,645 92,928
    CDW CORP 99,256 92,316
    CENTERPOINT ENERGY 88,489 90,110
    CHEMOURS CO 91,151 93,239
    HD SUPPLY HLDGS INC. 97,560 89,635
    PACCAR INC. 100,961 89,367
    PRESTIGE CONSUMER 123,842 95,203
    VISHAY INTERTECH 116,198 96,101
    ISHARES CORE S&P SMALL 193,514 191,947
    SPDR S&P 500 ETF 825,203 821,237
    ARTISAN INTL VALUE FUND 13,349 13,524
    FMI INTL FD 12,058 12,173
    RBC EMRG MKTS EQTY A 7,477 7,547
    RBC EMRG MKTS EQTY I 426,827 373,715

    TY 2018 InvestmentsOtherSchedule2
    Name:
    Hale Family Foundation Inc
     
    co David Jackson
    EIN:
    82-0865495
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SUNSTONE HOTEL INVTS AT COST 107,953 91,785

    TY 2018 OtherAssetsSchedule
    Name:
    Hale Family Foundation Inc
     
    co David Jackson
    EIN:
    82-0865495
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Security Deposits 850 850 850


    TY 2018 OtherExpensesSchedule
    Name:
    Hale Family Foundation Inc
     
    co David Jackson
    EIN:
    82-0865495
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting and Legal 5,360      
    Insurance Expense 671      
    Investment Management Fees 27,195      
    Licenses and filing fees 140      
    Management & Administration Expense 3,285      


    TY 2018 OtherIncreasesSchedule
    Name:
    Hale Family Foundation Inc
     
    co David Jackson
    EIN:
    82-0865495
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Amount
    Unrealized Appreciation / Depreciation on Investments 198,480


    TY 2018 SubstantialContributorsSch
    Name:
    Hale Family Foundation Inc
     
    co David Jackson
    EIN:
    82-0865495
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Name Address
    David Hale 25W670 Coventry Street
    Wheaton,IL601873002


    TY 2018 TaxesSchedule
    Name:
    Hale Family Foundation Inc
     
    co David Jackson
    EIN:
    82-0865495
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign Taxes Paid 2,411      
    Internal Revenue Service 1,693      
    Internal Revenue Service 2,000