Hale Family Foundation is a private foundation focused on Human Services, based in CHARLOTTE, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.4M in total assets. In 2024, it awarded 12 grants totaling $98K. Net investment income was $8K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.4M
+104.2% YoY
Annual Giving
$98K
+132.7% YoY
Grant Count
12
+71.4% YoY
Avg Grant Size
$8K
+35.7% YoY
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.
About Hale Family Foundation
Based on IRS filings
Hale Family Foundation is a private foundation focused on Human Services, based in CHARLOTTE, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.4M in total assets. In 2024, it awarded 12 grants totaling $98K. Net investment income was $8K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,403,897 | $2,157,030 | $898,481 |
| Revenue | $2,356,873 | $1,293,877 | $95,650 |
| Expenses | $110,319 | $48,526 | $87,226 |
| Qualifying Distributions | $97,730 | $42,000 | $84,875 |
| Net Investment Income | $8,233 | $19,718 | $691 |
| Distributable Amount | $216,778 | $51,258 | $34,384 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
37 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Fellowship of Christian Athletes ($40,000), Hearts Without Borders ($13,000), Omni Montessori School ($10,000).
| 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 |
| 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 |
| Wake Forest University WinstonSalem, NC | To support the operations of the organization | $2,500 |
| Claire's Army Charlotte, NC | Support cure of childhood cancer | $5,000 |
| Central Church Charlotte, NC | Support ministry focus | $230 |
| Charlotte Christian School Charlotte, NC | To support the operations of the organization | $5,000 |
| Omni Montessori School Charlotte, NC | To support the operations of the organization | $10,000 |
| Salvation Army Atlanta, GA | To support the operations of the organization | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Steven A Hale II | Chairman | 1 | — |
| Jennifer Hale MD | President | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Hale Family Foundation?
Hale Family Foundation is a private foundation focused on Human Services, based in CHARLOTTE, NC. It holds $4.4M in total assets as of 2024.
How large is Hale Family Foundation?
As of 2024, Hale Family Foundation holds $4.4M in total assets with $2.4M in annual revenue. It awarded 12 grants totaling $98K in 2024.
Where does Hale Family Foundation operate?
Hale Family Foundation has awarded grants in California, Colorado, Florida, Georgia, North Carolina, New York, Pennsylvania, Tennessee.
What size grants does Hale Family Foundation award?
In 2024, Hale Family Foundation awarded 12 grants totaling $98K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is Hale Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Hale Family Foundation reported a distributable amount of $217K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Hale Family 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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