Hale Family Foundation
Hale Family Foundation is a private foundation based in Charlotte, North Carolina. Its 2024 filing describes its direct charitable activity as providing grants and donations for charitable, religious, scientific, literary, or educational purposes.
Hale Family Foundation at a glance
In short: Hale Family Foundation gave $98K across 12 grants in 2024 (avg $8K), top state Colorado. 50% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $97,730
- +132.7% vs 2023
- Grants made (2024)
- 12
- +71.4% vs 2023
- Average grant
- $8,144
- +35.7% vs 2023
- Median grant
- $5,000
- Total assets
- $4,403,897
- +104.2% vs 2023
- New grantees (estimate)
- 50% first-time grantees (6 of 12, 2024; small sample)
- Primary geography
- Colorado (41% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Hale Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 9204 Heydon Hall Circle, Charlotte, NC 28210
Phone: (336) 552-6228
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Hale Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Fellowship of Christian Athletes ($40K). Together the top 10 received $95K.
Grant Size Distribution
37 grants across all recorded years
The most common grant size was under $50K: 35 grants of 37 (95%).
Geographic Focus
Where this funder awards grants
The 2024 grant dollars went to recipients in Colorado (41%), North Carolina (35%), California (13%), Florida (5%), and Georgia (3%), according to the filing.
Grant Distribution by State
Share of 2024 grant dollars across all 12 itemized grants.
Cities
Is Hale Family Foundation open to new grantees?
50%
first-time grantees, 2024
In 2024, 6 of 12 grantees (50%) were first-time recipients. With only 12 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $5K; repeat grants $12K. How we count
Medians: $4K first-time, $5K repeat.
- 25% of 2024 grantees were also funded in 2023. Method
- Giving grew 39% from 2021 to 2024. Method
- In 2024 it paid out 45% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $40K (2020) to $98K (2024). In 2024 it made 12 grants totaling $98K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fellowship of Christian Athletes Fort Collins, CO | Support ministry focus | $40,000 |
| Hearts Without Borders Rocklin, CA | To support the operations of the organization | $13,000 |
| Omni Montessori School Charlotte, NC | To support the operations of the organization | $10,000 |
| Samaritan's Purse Boone, NC | To support the operations of the organization | $6,000 |
| Campus Crusade for Christ Internati Orlando, FL | To support the operations of the organization | $5,000 |
| Asaph Talks Belmont, NC | Support ministry focus | $5,000 |
| Claire's Army Charlotte, NC | Support cure of childhood cancer | $5,000 |
| Charlotte Christian School Charlotte, NC | To support the operations of the organization | $5,000 |
| Salvation Army Atlanta, GA | To support the operations of the organization | $3,000 |
| Zip With Us Valencia, PA | To support the operations of the organization | $3,000 |
Ready to take the next step with Hale Family Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $4,403,897 | $2,356,873 | $110,319 | $97,730 | 12 | $97,730 | $8,233 | $216,778 |
| 2023 | $2,157,030 | $1,293,877 | $48,526 | $42,000 | 7 | $42,000 | $19,718 | $51,258 |
| 2022 | $898,481 | $95,650 | $87,226 | $84,875 | 8 | $84,875 | $691 | $34,384 |
| 2021 | $485,751 | $89,999 | $71,783 | $70,200 | 7 | $70,200 | $1,070 | $22,085 |
| 2020 | $432,654 | $146,738 | $40,028 | $39,600 | 3 | — | $98,583 | $19,593 |
Under IRS private-foundation payout rules, Hale Family Foundation reported a distributable amount of $217K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation does not state a separate mission in the provided information. Its 2024 grants included support for religious organizations, schools, a university, and an organization assisting families affected by childhood cancer. For example, Omni Montessori School describes its mission as providing a child-centered, individualized Montessori education for children ages 3 through grade nine. Claire’s Army says it supports families fighting childhood cancer with their daily responsibilities. Charlotte Christian School describes itself as a Christ-centered college preparatory school, and Wake Forest University describes its work as higher education in the liberal arts and graduate and professional fields.
Grantmaking
In filing year 2024, the foundation gave 12 grants totaling $97,730. Grants ranged from $230 to $40,000, with a median grant of $5,000. Its largest grants included $40,000 to Fellowship of Christian Athletes for “Support ministry focus”; $13,000 to Hearts Without Borders for organizational operations; $10,000 to Omni Montessori School for organizational operations; and $6,000 to Samaritan’s Purse for organizational operations. Other grants included $5,000 each to Campus Crusade for Christ International, Asaph Talks, Claire’s Army, and Charlotte Christian School.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Steven A Hale II as Chairman and Jennifer Hale MD as President.
Hale Family Foundation is led by Jennifer Hale MD, President since 2022 (on filings since 2020); none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Jennifer Hale MD
President
Chairman & S → Chairman, 2021
Chairman → President, 2022
On filings since 2020
1 hr/week
No compensation reported
Steven A Hale II
Chairman
President → Chairman, 2022
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Hale Family Foundation
How much does Hale Family Foundation give each year?
Hale Family Foundation gave $98K across 12 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $42K across 7 grants.
What is Hale Family Foundation's typical grant size?
Hale Family Foundation's median grant in 2024 was $5,000, and its average grant was $8,144, across 12 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Hale Family Foundation that year got $5K on average.
Where does Hale Family Foundation give grants?
Hale Family Foundation's top state is Colorado, with 41% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were North Carolina (35%) and California (13%). The most frequent recipient cities were Charlotte, NC (4 grants).
Does Hale Family Foundation give general operating support?
Not in 2024: none of the 12 grants with a stated purpose on Hale Family Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "To support the operations of the organization" (8 grants) and "Support ministry focus" (3 grants).
Who are Hale Family Foundation's largest grantees?
Hale Family Foundation's largest 2024 grantees include Fellowship of Christian Athletes ($40,000), Hearts Without Borders ($13,000) and Omni Montessori School ($10,000), according to its 2024 IRS Form 990-PF. Together they received 64% of its itemized 2024 grant dollars.
How large is Hale Family Foundation?
Hale Family Foundation reported $4.4M in total assets on its 2024 IRS Form 990-PF. It paid out $98K in qualifying distributions that year, against a required minimum of $217K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Hale Family Foundation fund?
The foundation does not state a separate mission in the provided information. Its 2024 grants included support for religious organizations, schools, a university, and an organization assisting families affected by childhood cancer. See mission & focus areas ↑
How do I apply for a grant from Hale Family Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Hale Family Foundation's EIN?
Hale Family Foundation's EIN (Employer Identification Number) is 46-3829554. IRS Form 990 filing data is available on this page for 2020–2024.
Does Hale Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Hale Family Foundation funder profile. GrantGraph. Retrieved October 11, 2026, from https://grantable.co/funders/hale-family-foundation-morg_7cabb999044e4ee394431f8d810422e1
BibTeX
@misc{grantable_463829554_2026,
author = {{Grantable}},
title = {{Hale Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/hale-family-foundation-morg_7cabb999044e4ee394431f8d810422e1},
note = {Accessed 2026-10-11. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Hale Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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