Hale Family Foundation 000623

Private foundation · Grantmaker Shippensburg, PA EIN: 47-2862213

Hale Family Foundation 000623 is a private foundation, based in Shippensburg, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $4.4M in total assets. In 2025, it awarded 1 grant totaling $414K. Net investment income was $283K.

Key facts about Hale Family Foundation 000623

In short: Hale Family Foundation 000623 gave $414K across 1 grant in 2025 (avg $414K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

EIN
47-2862213
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$413,959
Grants made (2025)
1
Average grant
$413,959
Median grant
$413,959
Total assets
$4,407,265
Primary geography
Pennsylvania (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$4.4M

-3.6% YoY

Annual Giving

$414K

+41.6% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$414K

+41.6% YoY

Under IRS private-foundation payout rules, Hale Family Foundation 000623 reported a distributable amount of $250K for 2025 — the minimum it must pay out in qualifying distributions.

How Hale Family Foundation 000623 gives

  • Giving grew 50% from 2022 to 2025. Method
  • In 2025 it paid out 177% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

ShippensburgState CollegeLorettoUniversity ParkAnnvilleBethlehemCamp HillElizabethtownGettysburgGrove CityKutztownUnivesity Park

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K10 grants2020 11 grants2021 15 grants2022 16 grants2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $230K (2023) to $414K (2025). In 2025 it made 1 grant totaling $414K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

44 grants across all recorded years

39<$50K3$50–100K$100–250K2$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 39 grants of 44 (89%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
1 individual scholarship Recipients not named —$413,959

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$4,407,265$4,573,323$4,733,826
Revenue$313,227$190,576$94,185
Expenses$476,193$351,430$288,230
Qualifying Distributions$443,046$320,847$253,768
Net Investment Income$283,319$159,993$86,752
Distributable Amount$249,733$229,403$246,289

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 6, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 3, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 11, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Hale Family Foundation 000623's only listed officer is Orrstown Bank, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Orrstown Bank

    Trustee

    On filings since 2020

    2 hrs/week

    $41K (2020) → $56K (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

Orrstown Bank — Trustee: $56KOrrstown BankTrustee$56K

The highest reported compensation on the 2025 filing was $56K, to Orrstown Bank (Trustee).

Frequently asked questions about Hale Family Foundation 000623

How much does Hale Family Foundation 000623 give each year?

Hale Family Foundation 000623 gave $414K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $292K across 1 grant.

How large is Hale Family Foundation 000623?

Hale Family Foundation 000623 reported $4.4M in total assets on its 2025 IRS Form 990-PF. It paid out $443K in qualifying distributions that year, against a required minimum of $250K (roughly 5% of its investment assets).

Where does Hale Family Foundation 000623 operate?

Hale Family Foundation 000623 has awarded grants in Pennsylvania.

What is Hale Family Foundation 000623's EIN?

Hale Family Foundation 000623's EIN (Employer Identification Number) is 47-2862213. 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.

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