H Patterson Hale Jr Charitable Foundation
H Patterson Hale Jr Charitable Foundation is a private foundation, based in Newburyport, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.7M in total assets. In 2025, it awarded 7 grants totaling $185K. Net investment income was $3.1M.
H Patterson Hale Jr Charitable Foundation at a glance
In short: H Patterson Hale Jr Charitable Foundation gave $185K across 7 grants in 2025 (avg $26K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $185,000
- -5.4% vs 2024
- Grants made (2025)
- 7
- +16.7% vs 2024
- Average grant
- $26,429
- -18.9% vs 2024
- Median grant
- $20,000
- Total assets
- $3,662,110
- +398.4% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who H Patterson Hale Jr Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Historical Society of Old Newbury ($86K). Together the top 7 received $185K.
Grant Size Distribution
29 grants across all recorded years
The most common grant size was under $50K: 22 grants of 29 (76%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
How H Patterson Hale Jr Charitable Foundation gives
- Giving held roughly steady from 2022 to 2025 (+16%). Method
- In 2025 it paid out 146% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $105K (2020) to $196K (2024). In 2025 it made 7 grants totaling $185K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Historical Society of Old Newbury Newburyport, MA | UnrestrictedGeneral Support | $86,000 |
| Mass Audubon Society Newburyport, MA | UnrestrictedGeneral Support | $25,000 |
| Theater in the Open Newburyport, MA | Unrestricted General Support | $20,000 |
| Custom House Maritime Musuem Newburyport, MA | UnrestrictedGeneral Support | $20,000 |
| Lowell's Boat Shop & Musuem Amesbury, MA | UnrestrictedGeneral Support | $14,000 |
| Newburyport Art Association Newburyport, MA | UnrestrictedGeneral Support | $12,000 |
| Sawyer's Hill Burying Ground Newburyport, MA | UnrestrictedGeneral Support | $8,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,662,110 | $3,127,754 | $203,225 | $185,000 | 7 | $202,980 | $3,127,094 | $138,817 |
| 2024 | $734,729 | $171,683 | $216,077 | $195,600 | 6 | $213,600 | $171,508 | $176,950 |
| 2023 | $779,913 | $139,520 | $181,919 | $160,000 | 6 | $177,870 | $139,345 | $166,013 |
| 2022 | $822,793 | $176,277 | $179,336 | $160,000 | 4 | $177,785 | $176,102 | $201,227 |
| 2021 | $826,452 | $105,540 | $184,660 | $165,000 | 6 | $182,785 | $104,805 | $157,450 |
| 2020 | $904,932 | $124,660 | $130,027 | $105,000 | 3 | — | $123,945 | $131,827 |
Under IRS private-foundation payout rules, H Patterson Hale Jr Charitable Foundation reported a distributable amount of $139K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
H Patterson Hale Jr Charitable Foundation's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Katharine Lord
Trustee
On filings since 2020
1 hr/week
$5K (2020) → $5K (2025)
Leslie A Ferlazzo
Trustee
On filings since 2020
2 hrs/week
$10K (2020) → $10K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $10K, to Leslie A Ferlazzo (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about H Patterson Hale Jr Charitable Foundation
How much does H Patterson Hale Jr Charitable Foundation give each year?
H Patterson Hale Jr Charitable Foundation gave $185K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $196K across 6 grants.
What is H Patterson Hale Jr Charitable Foundation's typical grant size?
H Patterson Hale Jr Charitable Foundation's median grant in 2025 was $20,000, and its average grant was $26,429, across 7 grants on its 2025 IRS Form 990-PF.
Where does H Patterson Hale Jr Charitable Foundation give grants?
H Patterson Hale Jr Charitable Foundation gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Newburyport, MA (6 grants).
Does H Patterson Hale Jr Charitable Foundation give general operating support?
Yes: 14% of H Patterson Hale Jr Charitable Foundation's 2025 grants with a stated purpose (1 of 7) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "UnrestrictedGeneral Support" (6 grants).
Who are H Patterson Hale Jr Charitable Foundation's largest grantees?
H Patterson Hale Jr Charitable Foundation's largest 2025 grantees include Historical Society of Old Newbury ($86,000), Mass Audubon Society ($25,000) and Theater in the Open ($20,000), according to its 2025 IRS Form 990-PF. Together they received 71% of its itemized 2025 grant dollars.
How large is H Patterson Hale Jr Charitable Foundation?
H Patterson Hale Jr Charitable Foundation reported $3.7M in total assets on its 2025 IRS Form 990-PF. It paid out $203K in qualifying distributions that year, against a required minimum of $139K (roughly 5% of its investment assets).
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 9, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 21, 2026)
- IRS filings on file for fiscal years 2020–2025
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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