H Patterson Hale Jr Charitable Foundation

NEWBURYPORT, MA EIN: 04-3267731

H Patterson Hale Jr Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWBURYPORT, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $735K in total assets. In 2024, it awarded 6 grants totaling $196K. Net investment income was $172K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$735K

-5.8% YoY

Annual Giving

$196K

+22.3% YoY

Grant Count

6

+0.0% YoY

Avg Grant Size

$33K

+22.2% YoY

About H Patterson Hale Jr Charitable Foundation

Based on IRS filings

H Patterson Hale Jr Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWBURYPORT, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $735K in total assets. In 2024, it awarded 6 grants totaling $196K. Net investment income was $172K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

AmesburyNewburyport

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$59K$119K$178K$238K20202021202220232024
Metric202420232022
Total Assets$734,729$779,913$822,793
Revenue$171,683$139,520$176,277
Expenses$216,077$181,919$179,336
Qualifying Distributions$213,600$177,870$177,785
Net Investment Income$171,508$139,345$176,102
Distributable Amount$176,950$166,013$201,227

Giving Over Time

Total grant dollars and number of grants per year

$0$49K$98K$147K$196K3 grants20206 grants20214 grants20226 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Historical Society of Ol…$51KFirst Religious Society$50KLowell's Boat Shop & Mus…$40KMass Audubon Society$25KCustom House Maritime Mu…$25KFirehouse Center for the…$5K

Grant Size Distribution

25 grants across all recorded years

19<$50K6$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Leslie A FerlazzoTrustee$10KKatharine LordTrustee$5K

From 2024 filing

NameTitleHoursCompensation
Leslie A FerlazzoTrustee2$10,000
Katharine LordTrustee1$5,000

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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