Hale Family Foundation

Grantmaker Tulsa, OK EIN: 20-1687722

This corporation is organized for the specific and primary purpose of benefitting, performing the functions of, or carrying out the purposes of that class of publicly supported organizations, including tulsa community foundation that are described in sections 501(c)(3) and 509(a)(1) or (2) of the internal revenue code and that engage in charitable activities which are consistent with the charitable purposes of tulsa community foundation.

Key facts about Hale Family Foundation

In short: Hale Family Foundation gave $969K across 1 grant in 2024 (avg $969K), mostly in Oklahoma. Source: 2024 IRS Form 990 filing.

EIN
20-1687722
Latest 990 filing
Form 990 filing, 2024
Annual giving (2024)
$969,092
Grants made (2024)
1
Average grant
$969,092
Median grant
$969,092
Total assets
$23,277,690
Primary geography
Oklahoma (100% of itemized 2024 grant dollars)

Data from IRS Form 990 filing, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990 filing · View filing

Total Assets

$23.3M

+11.4% YoY

Annual Giving

$969K

+12.5% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$969K

+12.5% YoY

How Hale Family Foundation gives

  • Giving held roughly steady from 2021 to 2024 (+0%). Method

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

About Hale Family Foundation

Based on IRS filings

Hale Family Foundation is a nonprofit organization, based in Tulsa, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $23.3M in total assets. In 2024, it awarded 1 grant totaling $969K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2024 grant dollars.

States

Cities

Tulsa

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M0 grants20201 grants20211 grants20221 grants20231 grants2024

From 2021 to 2024, annual grant giving ranged from $862K (2023) to $1.1M (2022). In 2024 it made 1 grant totaling $969K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Tulsa Community Foundation: $969KTulsa Community Foundation$969K

The largest 2024 recipient was Tulsa Community Foundation ($969K).

Grant Size Distribution

4 grants across all recorded years

<$50K$50–100K$100–250K$250–500K3$500K–1M1$1–5M$5M+

The most common grant size was in the $500K–1M range: 3 grants of 4 (75%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Tulsa Community Foundation Tulsa, OKTo distribute funds to tcf for further distribution by tcf to other charitable organizations.$969,092

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$1M$2M$3M$4M20202021202220232024
Metric202420232022
Total Assets$23,277,690$20,904,118$20,607,906
Revenue$3,289,338$1,361,728$1,532,936
Expenses$1,022,328$899,589$1,103,296
Qualifying Distributions———
Net Investment Income——$1,626,357
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Hale Family Foundation is led by Phil Lakin Jr., Chief Executive Officer since 2024 (on filings since 2020); none of the 5 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Phil Lakin Jr.

    Chief Executive Officer

    Tcf Cl Director → Chief Executive Officer, 2024

    On filings since 2020

    1 hr/week

    No compensation reported

  • David Ray

    Tcf Cl Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Deborah Hale

    Donor Cl Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • John Hale

    Donor Cl Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Kevin Redwine

    Tcf Cl Director

    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 $969K across 1 grant in 2024, according to its 2024 IRS Form 990 filing. In 2023 it gave $862K across 1 grant.

How large is Hale Family Foundation?

Hale Family Foundation reported $23.3M in total assets on its 2024 IRS Form 990 filing. Its revenue that year was $3.3M.

Where does Hale Family Foundation operate?

Hale Family Foundation has awarded grants in Oklahoma.

What is Hale Family Foundation's EIN?

Hale Family Foundation's EIN (Employer Identification Number) is 20-1687722. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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