H Patterson Hale Jr Charitable Foundation
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
Under IRS private-foundation payout rules, H Patterson Hale Jr Charitable Foundation reported a distributable amount of $177K for 2024 — the minimum it must pay out in qualifying distributions.
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Historical Society of Old Newbury ($50,600), First Religious Society ($50,000), Lowell's Boat Shop & Musuem ($40,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Firehouse Center for the Arts Newburyport, MA | Unrestricted General Support | $5,000 |
| Historical Society of Old Newbury Newburyport, MA | UnrestrictedGeneral Support | $50,600 |
| Lowell's Boat Shop & Musuem Amesbury, MA | UnrestrictedGeneral Support | $40,000 |
| First Religious Society Newburyport, MA | UnrestrictedGeneral Support | $50,000 |
| Mass Audubon Society Newburyport, MA | UnrestrictedGeneral Support | $25,000 |
| Custom House Maritime Musuem Newburyport, MA | UnrestrictedGeneral Support | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Leslie A Ferlazzo | Trustee | 2 | $10,000 |
| Katharine Lord | Trustee | 1 | $5,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is H Patterson Hale Jr Charitable Foundation?
H Patterson Hale Jr Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWBURYPORT, MA. It holds $735K in total assets as of 2024.
How large is H Patterson Hale Jr Charitable Foundation?
As of 2024, H Patterson Hale Jr Charitable Foundation holds $735K in total assets with $172K in annual revenue. It awarded 6 grants totaling $196K in 2024.
Where does H Patterson Hale Jr Charitable Foundation operate?
H Patterson Hale Jr Charitable Foundation has awarded grants in Massachusetts.
What size grants does H Patterson Hale Jr Charitable Foundation award?
In 2024, H Patterson Hale Jr Charitable Foundation awarded 6 grants totaling $196K — an average of about $33K per grant, based on its IRS Form 990 filings.
How much is H Patterson Hale Jr Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, H Patterson Hale Jr Charitable Foundation reported a distributable amount of $177K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is H Patterson Hale Jr Charitable Foundation's EIN?
H Patterson Hale Jr Charitable Foundation's EIN (Employer Identification Number) is 04-3267731. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in H Patterson Hale Jr Charitable Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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