Hale Family Foundation Inc

Private foundation · Grantmaker Chicago, IL EIN: 82-0865495

Hale Family Foundation Inc. is a private foundation based in Chicago, Illinois. Its 2025 filing lists grants to organizations working in areas including research, education, conservation, human services, food access, and cultural and historical preservation; those areas describe its grantees and their work, not a stated foundation mission.

Key facts about Hale Family Foundation Inc

In short: Hale Family Foundation Inc gave $630K across 52 grants in 2025 (avg $12K), top state Indiana. 2% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
82-0865495
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$630,000
Grants made (2025)
52
Average grant
$12,115
Median grant
$850
New grantees (estimate)
2% first-time grantees (1 of 52, 2025)
Total assets
$9,646,557
Primary geography
Indiana (32% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$9.6M

-0.2% YoY

Annual Giving

$630K

+57.4% YoY

Grant Count

52

+6.1% YoY

Avg Grant Size

$12K

+48.3% YoY

Under IRS private-foundation payout rules, Hale Family Foundation Inc reported a distributable amount of $541K for 2025 — the minimum it must pay out in qualifying distributions.

Is Hale Family Foundation Inc open to new grantees?

2%

first-time grantees, 2025

In 2025, 1 of 52 grantees (2%) were first-time recipients. First grants averaged $176K; repeat grants $9K. How we count

Medians: $176K first-time, $700 repeat.

  • 90% of 2025 grantees were also funded in 2024. Method
  • Giving grew 32% from 2022 to 2025. Method
  • In 2025 it paid out 121% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No foundation mission is stated in the available information. Its 2025 grants included support for Purdue Research Foundation, whose primary mission is to advance Purdue University’s mission, and the National Geographic Society, which says it works to increase and diffuse geographic knowledge through science, exploration, education, and storytelling.

Other supported organizations describe work in human services and food access: Outreach Community Ministries says it aims to restore hope and provide opportunities for people, while Greater Chicago Food Depository says its mission is to end hunger. Conservation-related grantees include Alaska Whale Foundation, which is dedicated to marine mammal conservation through research, monitoring, and education, and The Conservation Foundation, which says it preserves and restores natural areas, protects rivers and watersheds, and promotes environmental stewardship.

Grantmaking

In filing year 2025, the foundation reported 52 grants totaling $630,000. Grant amounts ranged from $200 to $195,000, with a median grant of $850. Among the largest grants were $195,000 to Purdue Research Foundation, $176,000 to Schwab Charitable, $60,000 to the National Geographic Society, $50,000 to Cosley Zoo, and $33,000 to Outreach Community Ministries.

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Geographic Focus

Where this funder awards grants

In 2025, grant dollars went to recipients in Indiana (32%), California (28%), Illinois (26%), Washington, DC (10%), and Colorado (1%). The listed grants also included recipients in Alaska and Missouri.

Grant Distribution by State

19states

Share of 2025 grant dollars across all 52 itemized grants.

Cities

ChicagoWashingtonWheatonCarol StreamNapervilleNew YorkRestonWest LafayetteBreckenridgeCarbondaleCarmelKnoxvilleLislePetersburgSanta MonicaMemphisOakbrookRye BrookEl PortalKansas City

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K34 grants2019 37 grants2020 46 grants2021 55 grants2022 56 grants2023 49 grants2024 52 grants2025

From 2019 to 2025, annual grant giving ranged from $168K (2019) to $630K (2025). In 2025 it made 52 grants totaling $630K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Purdue Research Foundation: $195KPurdue Research Foundation$195KSchwab Charitable: $176KSchwab Charitable$176KNational Geographic Society: $60KNational Geographic Society$60KCosley Zoo: $50KCosley Zoo$50KOutreach Community Ministries: $33KOutreach Community Ministries$33KChicago Classic Computing: $20KChicago Classic Computing$20KNorthwestern Memorial Foundation: $15KNorthwestern MemorialFoundation$15KDupage County Historical Museum Fou: $12KDupage County HistoricalMuseum Fou$12KGreater Chicago Food Depository: $10KGreater Chicago FoodDepository$10KIllinois Environmental Council Educ: $10KIllinois Environmental CouncilEduc$10K

The largest 2025 recipient was Purdue Research Foundation ($195K). Together the top 10 received $581K.

Grant Size Distribution

258 grants across all recorded years

243<$50K9$50–100K6$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 243 grants of 258 (94%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Purdue Research Foundation West Lafayette, INGeneral$195,000
Schwab Charitable San Francisco, CAGeneral$176,000
National Geographic Society Washington, DCGeneral$60,000
Cosley Zoo Wheaton, ILGeneral$50,000
Outreach Community Ministries Carol Stream, ILGeneral$33,000
Chicago Classic Computing Elk Grove Village, ILGeneral$20,000
Northwestern Memorial Foundation Chicago, ILGeneral$15,000
Dupage County Historical Museum Fou Wheaton, ILGeneral$12,000
Greater Chicago Food Depository Chicago, ILGeneral$10,000
Illinois Environmental Council Educ Springfield, ILGeneral$10,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants Grant count
2025 $9,646,557 $2,752,626 $855,462 $630,000 52
2024 $9,662,082 $5,541,202 $511,753 $400,300 49
2023 $6,930,491 $240,697 $454,799 $359,050 56
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$9,646,557$9,662,082$6,930,491
Revenue$2,752,626$5,541,202$240,697
Expenses$855,462$511,753$454,799
Qualifying Distributions$653,095$420,745$388,018
Net Investment Income$696,384$2,919,094$186,951
Distributable Amount$541,110$420,542$368,223

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS April 27, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS April 29, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Judy Hale as vice president and treasurer and David Jackson as secretary.

Hale Family Foundation Inc's 2025 filing lists 2 officers; 1 of 2 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • David Jackson

    Secretary

    On filings since 2019

    6 hrs/week

    $14K (2019) → $45K (2025)

  • Judy Hale

    Vice President & Treasurer

    V.p & Treasurer → Vice President & Treasurer, 2020

    On filings since 2019

    No compensation reported

Former officers (1)
  • Former: David Hale (2019–2024) — President

Data from IRS Form 990 filings, 2019–2025. "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

David Jackson — Secretary: $45KDavid JacksonSecretary$45K

The highest reported compensation on the 2025 filing was $45K, to David Jackson (Secretary).

Contact

Mailing address: 461 N Clinton St, Chicago, IL 60654
Phone: (224) 688-9900

Frequently asked questions about Hale Family Foundation Inc

How much does Hale Family Foundation Inc give each year?

Hale Family Foundation Inc gave $630K across 52 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $400K across 49 grants.

What is Hale Family Foundation Inc's typical grant size?

Hale Family Foundation Inc's median grant in 2025 was $850, and its average grant was $12,115, across 52 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Hale Family Foundation Inc that year got $176K on average.

Where does Hale Family Foundation Inc give grants?

Hale Family Foundation Inc's top state is Indiana, with 32% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were California (28%) and Illinois (26%). The most frequent recipient cities were Chicago, IL (13 grants), Washington, DC (5 grants), Wheaton, IL (3 grants) and Carol Stream, IL (2 grants).

Does Hale Family Foundation Inc give general operating support?

Yes: 100% of Hale Family Foundation Inc's 2025 grants with a stated purpose (52 of 52) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Hale Family Foundation Inc's largest grantees?

Hale Family Foundation Inc's largest 2025 grantees include Purdue Research Foundation ($195,000), Schwab Charitable ($176,000) and National Geographic Society ($60,000), according to its 2025 IRS Form 990-PF. Together they received 68% of its itemized 2025 grant dollars.

How large is Hale Family Foundation Inc?

Hale Family Foundation Inc reported $9.6M in total assets on its 2025 IRS Form 990-PF. It paid out $653K in qualifying distributions that year, against a required minimum of $541K (roughly 5% of its investment assets).

What does Hale Family Foundation Inc fund?

No foundation mission is stated in the available information. See mission & focus areas ↑

How do I apply for a grant from Hale Family Foundation Inc?

The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Hale Family Foundation Inc's EIN?

Hale Family Foundation Inc's EIN (Employer Identification Number) is 82-0865495. IRS Form 990 filing data is available on this page for 2019–2025.

Does Hale Family Foundation Inc accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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