Halle Family Foundation Inc

UPPERCO, MD EIN: 52-6038453

Halle Family Foundation Inc is a private foundation located in Upperco, Maryland. Established in 1949, it operates as a 501(c)(3) organization and is classified as a private grantmaking foundation. The foundation has no employees and operates with minimal staffing.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$633K

-4.9% YoY

Annual Giving

$101K

+12.9% YoY

Grant Count

70

+6.1% YoY

Avg Grant Size

$1K

+6.5% YoY

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

Mission & Focus Areas

The foundation does not provide a publicly stated mission statement. However, based on recent grantmaking activity, the foundation focuses on:

  • Education
  • Philanthropy, Voluntarism & Grantmaking
  • Human Services

The foundation primarily directs grants to organizations in Maryland, North Carolina, and Virginia.

Grantmaking

The foundation also made grants to Piedmont Learning Center and numerous other organizations across its service regions.

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in:

  • Maryland
  • North Carolina
  • Virginia

Grant Distribution by State

17states
+9 more states

Cities

AnnapolisArlingtonAugustaBaltimoreBostonBrooklandvilleBucksportButlerCarrboroChapel HillDurhamGwynn OakHampsteadHennikerHoughtonHunt ValleyLaguna HillsLakelandLitchfieldMiddlebury

Financial History

Multi-year comparison from IRS filings

As of Fiscal Year Ending November 2024:

  • Total Assets: $633,017
  • Total Revenue: $85,225
  • Total Expenses: $117,842
  • Net Income: -$32,617
  • Total Liabilities: $0

Revenue Composition:

  • Contributions Received: 29.3% of total revenue
  • Investment income and dividends: $26,944 (20.2% increase from prior year)

Financial Trend: The foundation's expenses exceeded revenues in fiscal year 2024, resulting in a net loss of $32,617. This represents a significant shift from the prior year when total grants and contributions were $0.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$32K$65K$97K$130K20202021202220232024
Metric202420232022
Total Assets$633,017$665,634$744,790
Revenue$85,225$22,452$41,809
Expenses$117,842$101,608$105,584
Qualifying Distributions$107,547$92,204$96,069
Net Investment Income$51,221$13,531$32,324
Distributable Amount$92,398$87,116$93,896

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$76K$101K77 grants202071 grants202171 grants202266 grants202370 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ANTI-DEFAMATION LEAGUE$25KPIEDMONT LEARNING CENTER$7KNORTH CAROLINA WASTE AWA…$5KPLANNED PARENTHOOD OF SO…$4KJOHNS HOPKINS HOSPITAL- …$3KPBS NORTH CAROLINA$3KCREATIVE ALLIANCE$3KCHESAPEAKE BAY FOUNDATION$2KFORMAN SCHOOL INC$2KNEW ENGLAND COLLEGE$2K

Grant Size Distribution

250 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
EDWARD A HALLE JRPRESIDENT/TREASURER1
JAN S HALLESECRETARY1
JAMES S HALLEVICE PRESIDENT1

Recent News & Activity

Recent developments and announcements

Recent grant announcements indicate the foundation has expanded its grantmaking beyond its traditional tri-state region. News reports document grants to organizations in Arizona and New Mexico, including:

EA receives Halle Foundation grant to expand rural welding program - The

Grants supporting rural welding program expansion

EA receives Halle Foundation grant to expand rural welding program - The

Grants to Ballet Arizona

Grants to community organizations in Tucson

Related Funders

Similar funders by location and focus area

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

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