Hallene Family Foundation Inc

Private foundation · Grantmaker Naples, FL EIN: 37-1335373

Hallene Family Foundation Inc. is a private foundation based in Naples, Florida. In 2024, it reported 21 grants totaling $301,500 to charitable organizations, including youth programs, churches, and other organizations.

Key facts about Hallene Family Foundation Inc

In short: Hallene Family Foundation Inc gave $302K across 21 grants in 2024 (avg $14K), top state Illinois. 6% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
37-1335373
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$301,500
Grants made (2024)
21
Average grant
$14,357
Median grant
$10,000
New grantees (estimate)
6% first-time grantees (1 of 18, 2024)
Total assets
$4,344,806
Primary geography
Illinois (33% of itemized 2024 grant dollars)
How to apply
Contact James N. Full details ↓
Deadline
None.

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.3M

+0.2% YoY

Annual Giving

$302K

+15.7% YoY

Grant Count

21

-4.5% YoY

Avg Grant Size

$14K

+21.3% YoY

Under IRS private-foundation payout rules, Hallene Family Foundation Inc reported a distributable amount of $286K for 2024 — the minimum it must pay out in qualifying distributions.

Is Hallene Family Foundation Inc open to new grantees?

6%

first-time grantees, 2024

In 2024, 1 of 18 grantees (6%) were first-time recipients. First grants averaged $5K; repeat grants $17K. How we count

Medians: $5K first-time, $10K repeat.

  • 67% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (−7%). Method
  • In 2024 it paid out 106% of its IRS minimum distribution (the 5% rule). 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.

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

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2024 grants show support for a range of charitable organizations. For example, By The Hand Club for Kids describes itself as a faith-based after-school program that nurtures children’s mind, body, and soul. Ron Burton Training Village says it works to help youth achieve their purpose through education, leadership, physical wellness, social advancement, and spiritual growth. Young Life describes its work as helping adolescents encounter the person of Jesus Christ through activities including weekly club meetings, Bible studies, camping, and short-term missions.

Grantmaking

In 2024, the foundation made 21 grants totaling $301,500. Awards ranged from $1,000 to $50,000, with a median grant of $10,000. Among its largest grants were $50,000 to Young Life in Colorado Springs, Colorado; $35,000 to The Caring Network; $32,000 to Fourth Presbyterian Church; $25,000 to By The Hand Club for Kids; and $20,000 each to Ron Burton Training Village and The First Tee Quad Cities.

Review Cycle

None.

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Geographic Focus

Where this funder awards grants

In 2024, the largest shares of grant dollars went to recipients in Illinois (33%), Colorado (25%), Florida (17%), Maryland (13%), and Massachusetts (7%). The listed grants also included a $20,000 award to The First Tee Quad Cities in Iowa.

Grant Distribution by State

17states

Share of 2024 grant dollars across all 21 itemized grants.

Cities

ChicagoColorado SpringsNaplesDallasBethesdaSt AugustineUrbanaHinsdaleMolineHubbardstonJacksonvilleLandoverBostonDavenportElginOrlandoVilla ParkClevelandGlen EllynLombard

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K36 grants2020 38 grants2021 25 grants2022 22 grants2023 21 grants2024

From 2020 to 2024, annual grant giving ranged from $247K (2022) to $324K (2021). In 2024 it made 21 grants totaling $302K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Young Life: $101K across 4 grantsYoung Life$101K · 4 grantsThe Caring Network: $35KThe Caring Network$35KFourth Presbyterian Church: $32KFourth Presbyterian Church$32KBy the Hand Club for Kids: $25KBy the Hand Club for Kids$25KRon Burton Training Village: $20KRon Burton Training Village$20KThe First Tee Quad Cities: $20KThe First Tee Quad Cities$20KWycliffe Bible Translators: $12KWycliffe Bible Translators$12KGrace United Methodist Church: $10KGrace United Methodist Church$10KThe Chicago Fellowship Co National Christian Charitable Foundation: $10KThe Chicago Fellowship CoNational Christian Charitable…$10KNational Gallery of Art: $6KNational Gallery of Art$6K

The largest 2024 recipient was Young Life ($101K across 4 grants). Together the top 10 received $271K.

Grant Size Distribution

142 grants across all recorded years

138<$50K4$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 138 grants of 142 (97%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Young Life Colorado Springs, COCo: I100, Women/Diverse Leadership or Camping$50,000
The Caring Network Glen Ellyn, ILGeneral Fund$35,000
Fourth Presbyterian Church Bethesda, MDGeneral Fund/Facilities Fund/Missions & Outreach/Womens Foundation$32,000
By the Hand Club for Kids Chicago, ILGeneral Fund$25,000
Young Life Colorado Springs, COMidwest div area 1510 - ministry of greg moore$23,000
Ron Burton Training Village Hubbardston, MAGeneral Fund$20,000
The First Tee Quad Cities Davenport, IA2024 Capital Campaign$20,000
Young Life Jacksonville, FLNortheast Florida - Operating Fund$18,000
Wycliffe Bible Translators Orlando, FLGeneral Fund$12,000
Grace United Methodist Church St Augustine, FLGeneral Operating Fund$10,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants Grant count
2024 $4,344,806 $361,982 $353,632 $301,500 21
2023 $4,336,456 $469,623 $303,504 $260,500 22
2022 $4,170,337 $400,452 $281,578 $247,100 25
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$4,344,806$4,336,456$4,170,337
Revenue$361,982$469,623$400,452
Expenses$353,632$303,504$281,578
Qualifying Distributions$303,067$262,923$248,734
Net Investment Income$138,740$168,308$277,249
Distributable Amount$285,686$247,703$249,457

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

Leadership team and compensation from IRS filings

The 2024 filing lists James N. Hallene as president, Bryan W. Hallene as treasurer, Carol H. King as vice president/secretary, Janet H. O'Hern as vice president, and John A. Slover Jr. as assistant secretary.

Hallene Family Foundation Inc is led by James N. Hallene, President since 2022 (on filings since 2020); none of the 5 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • James N. Hallene

    President

    Director → Vice President, 2021

    Vice President → President, 2022

    On filings since 2020

    1 hr/week

    No compensation reported

  • Carol H. King

    Vice President & Secretary

    Director → Vice President & Secretary, 2021

    On filings since 2020

    1 hr/week

    No compensation reported

  • Janet H. O'Hern

    Vice President

    Director → Vice President, 2021

    On filings since 2020

    1 hr/week

    No compensation reported

  • John A. Slover Jr.

    Assistant Secretary

    On filings since 2020

    1 hr/week

    No compensation reported

  • Bryan W. Hallene

    Treasurer

    On filings since 2021

    1 hr/week

    No compensation reported

Former officers (2)
  • Former: Phyllis W. Hallene (2020–2021) — President
  • Former: Alan M. Hallene Jr. (2020) — Treasurer

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.

Contact

Application contact: James N Hallene
Mailing address: 2800 Gulf Shore Blvd N 405, Naples, FL 34103
Phone: (312) 961-3949

Frequently asked questions about Hallene Family Foundation Inc

How much does Hallene Family Foundation Inc give each year?

Hallene Family Foundation Inc gave $302K across 21 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $261K across 22 grants.

What is Hallene Family Foundation Inc's typical grant size?

Hallene Family Foundation Inc's median grant in 2024 was $10,000, and its average grant was $14,357, across 21 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Hallene Family Foundation Inc that year got $5K on average.

Where does Hallene Family Foundation Inc give grants?

Hallene Family Foundation Inc's top state is Illinois, with 33% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Colorado (25%) and Florida (17%). The most frequent recipient cities were Colorado Springs, CO (3 grants), Chicago, IL (2 grants) and Naples, FL (2 grants).

Does Hallene Family Foundation Inc give general operating support?

Yes: 62% of Hallene Family Foundation Inc's 2024 grants with a stated purpose (13 of 21) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are Hallene Family Foundation Inc's largest grantees?

Hallene Family Foundation Inc's largest 2024 grantees include Young Life ($101,000 across 4 grants), The Caring Network ($35,000) and Fourth Presbyterian Church ($32,000), according to its 2024 IRS Form 990-PF. Together they received 56% of its itemized 2024 grant dollars.

How large is Hallene Family Foundation Inc?

Hallene Family Foundation Inc reported $4.3M in total assets on its 2024 IRS Form 990-PF. It paid out $303K in qualifying distributions that year, against a required minimum of $286K (roughly 5% of its investment assets).

What does Hallene Family Foundation Inc fund?

No mission statement for the foundation is provided. Its 2024 grants show support for a range of charitable organizations. For example, By The Hand Club for Kids describes itself as a faith-based after-school program that nurtures children’s mind, body, and soul. See mission & focus areas ↑

How do I apply for a grant from Hallene Family Foundation Inc?

Contact James N. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Hallene Family Foundation Inc's EIN?

Hallene Family Foundation Inc's EIN (Employer Identification Number) is 37-1335373. IRS Form 990 filing data is available on this page for 2020–2024.

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

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