Hale Memorial Foundation

Private foundation · Grantmaker Boston, MA EIN: 04-6039320

Hale Memorial Foundation is a private foundation, based in Boston, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $677K in total assets. In 2025, it awarded 1 grant totaling $80K. Net investment income was $37K.

Hale Memorial Foundation at a glance

In short: Hale Memorial Foundation gave $80K across 1 grant in 2025 (avg $80K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$80,490
+222.0% vs 2024
Grants made (2025)
1
+0.0% vs 2024
Average grant
$80,490
+222.0% vs 2024
Median grant
$80,490
Total assets
$677,069
+0.4% vs 2024
Primary geography
Massachusetts (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

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

Who Hale Memorial Foundation funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Hale Memorial Foundation: $80KHale Memorial Foundation$80K

The largest 2025 recipient was Hale Memorial Foundation ($80K).

Grant Size Distribution

5 grants across all recorded years

2<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 3 grants of 5 (60%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

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

Cities

Newburyport

How Hale Memorial Foundation gives

  • Giving grew 72% from 2022 to 2025. Method
  • In 2025 it paid out 141% of its IRS minimum distribution (the 5% rule). Method

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

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $25K (2024) to $80K (2025). In 2025 it made 1 grant totaling $80K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Hale Memorial Foundation Newburyport, MAUnrestricted$80,490
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$677,069$115,899$113,789$80,4901$97,961$37,368$69,421
2024$674,691$109,682$110,570$25,0001$36,410$37,277$69,577
2023$670,436$96,631$107,255$75,1751$85,876$75,509$63,728
2022$670,963$88,684$121,189$46,7451$57,489$24,820$60,338
2021$710,688$121,440$163,633$60,1751$71,141$30,863$67,615
2020$757,773$84,412$69,672$48,8991—$74,174$61,328

Under IRS private-foundation payout rules, Hale Memorial Foundation reported a distributable amount of $69K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

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

Officers on the 2025 filing

  • Eastern Bank

    Trustee

    On filings since 2020

    2 hrs/week

    $3K (2020) → $4K (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

Eastern Bank — Trustee: $4KEastern BankTrustee$4K

The highest reported compensation on the 2025 filing was $4K, to Eastern Bank (Trustee).

Frequently asked questions about Hale Memorial Foundation

How much does Hale Memorial Foundation give each year?

Hale Memorial Foundation gave $80K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $25K across 1 grant.

How large is Hale Memorial Foundation?

Hale Memorial Foundation reported $677K in total assets on its 2025 IRS Form 990-PF. It paid out $98K in qualifying distributions that year, against a required minimum of $69K (roughly 5% of its investment assets).

Where does Hale Memorial Foundation operate?

Hale Memorial Foundation has awarded grants in Massachusetts.

What is Hale Memorial Foundation's EIN?

Hale Memorial Foundation's EIN (Employer Identification Number) is 04-6039320. 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.

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
  2. IRS filings on file for fiscal years 2020–2024

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Cite this profile

Grantable. (2026). Hale Memorial Foundation funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/hale-memorial-foundation-morg_6bff14f0d4cf4d04a7e6f2c5f3ed89b7

BibTeX
@misc{grantable_046039320_2026,
  author       = {{Grantable}},
  title        = {{Hale Memorial Foundation funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/hale-memorial-foundation-morg_6bff14f0d4cf4d04a7e6f2c5f3ed89b7},
  note         = {Accessed 2026-10-16. 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 Memorial 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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