Hazel & Walter Bales Foundation
The Hazel & Walter Bales Foundation is a private foundation based in Jeffersonville, Indiana. Its 2025 filing states that its charitable activity consisted of donations to charitable organizations.
Hazel & Walter Bales Foundation at a glance
In short: Hazel & Walter Bales Foundation gave $1.0M across 45 grants in 2025 (avg $23K), mostly in Indiana. 27% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,028,500
- +23.0% vs 2024
- Grants made (2025)
- 45
- +9.8% vs 2024
- Average grant
- $22,856
- +12.1% vs 2024
- Median grant
- $10,000
- Total assets
- $11,047,128
- +1.7% vs 2024
- New grantees (estimate)
- 27% first-time grantees (12 of 45, 2025)
- Primary geography
- Indiana (74% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Hazel & Walter Bales Foundation
- How to Apply
-
The filing lists Lori Lewis as the contact. It states that no form or materials are required and that there are no deadlines. The stated award restrictions are charitable religious and educational organizations in Clark and Floyd counties, Indiana.
- Contact
Application contact: Lori Lewis
Mailing address: 630 Broadway, Jeffersonville, IN 47130
Phone: (812) 282-2586
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Hazel & Walter Bales Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Communtity Foundation of Si ($125K). Together the top 10 received $590K.
Grant Size Distribution
214 grants across all recorded years
The most common grant size was under $50K: 192 grants of 214 (90%).
Geographic Focus
Where this funder awards grants
In 2025, 74% of grant dollars went to recipients in Indiana and 24% to recipients in Kentucky. The filing also lists smaller shares for Missouri and Colorado. The award restrictions stated on the filing specify Clark and Floyd counties in Indiana.
Grant Distribution by State
Share of 2025 grant dollars across all 45 itemized grants.
Cities
Is Hazel & Walter Bales Foundation open to new grantees?
27%
first-time grantees, 2025
In 2025, 12 of 45 grantees (27%) were first-time recipients. First grants averaged $25K; repeat grants $22K. How we count
Medians: $10K first-time, $10K repeat.
- 44% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+11%). Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $784K (2019) to $1.0M (2025). In 2025 it made 45 grants totaling $1.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Communtity Foundation of Si New Albany, IN | General | $125,000 |
| Family Ark Jeffersonville, IN | General | $75,000 |
| Eastside Praise Church Louisville, KY | General | $70,000 |
| Oak Park Baptist Jeffersonville, IN | General | $50,000 |
| Genesis House Corydon, IN | General | $50,000 |
| Homeless Coalition of Si New Albany, IN | General | $50,000 |
| Clark County Museum Jeffersonville, IN | General | $50,000 |
| Catalyst Rescue Mission Jeffersonville, IN | General | $50,000 |
| Personal Counseling Clarksville, IN | General | $40,000 |
| Choices Life Resource Center New Albany, IN | General | $30,000 |
Ready to take the next step with Hazel & Walter Bales Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $11,047,128 | $1,490,154 | $1,150,849 | $1,028,500 | 45 | $1,030,900 | $1,376,790 | $1,037,956 |
| 2024 | $10,862,902 | $703,007 | $963,610 | $835,850 | 41 | $842,599 | $601,289 | $962,174 |
| 2023 | $11,117,611 | $893,829 | $879,860 | $816,000 | 44 | $796,878 | $823,135 | $796,096 |
| 2022 | $11,103,642 | $611,728 | $1,016,361 | $928,500 | 39 | $934,168 | $549,755 | $810,941 |
| 2021 | $11,508,275 | $1,000,825 | $863,496 | $789,000 | 45 | $793,873 | $933,658 | $910,025 |
| 2020 | $11,306,423 | $622,548 | $884,797 | $798,060 | 44 | — | $564,333 | $774,096 |
| 2019 | $11,568,672 | $701,717 | $854,568 | $783,560 | 47 | — | $663,719 | $781,684 |
Under IRS private-foundation payout rules, Hazel & Walter Bales Foundation reported a distributable amount of $1.0M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No foundation mission statement is provided. The foundation supports charitable organizations. Among its 2025 recipients, Family Ark describes its mission as providing human-service programs for children and families; Catalyst Rescue Mission describes work to end homelessness through shelter and related services; and Habitat for Humanity Clark & Floyd describes its work as constructing and renovating homes for low-income families. These are the grantees’ descriptions of their own missions.
Grantmaking
In 2025, the foundation reported 45 grants totaling $1,028,500. Grant amounts ranged from $5,000 to $125,000, with a median of $10,000. Notable grants included $125,000 to Community Foundation of SI, $75,000 to Family Ark, $70,000 to Eastside Praise Church, and $50,000 each to Oak Park Baptist, Genesis House, Homeless Coalition of SI, Clark County Museum, and Catalyst Rescue Mission.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Judy Adamson as secretary and Lori Lewis as executive director.
Hazel & Walter Bales Foundation is led by Lori Lewis, Executive Director on every filing since 2019; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Lori Lewis
Executive Director
On filings since 2019
2 hrs/week
No compensation reported
Judy Adamson
Secretary
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 Hazel & Walter Bales Foundation
How much does Hazel & Walter Bales Foundation give each year?
Hazel & Walter Bales Foundation gave $1.0M across 45 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $836K across 41 grants.
What is Hazel & Walter Bales Foundation's typical grant size?
Hazel & Walter Bales Foundation's median grant in 2025 was $10,000, and its average grant was $22,856, across 45 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Hazel & Walter Bales Foundation that year got $25K on average.
Where does Hazel & Walter Bales Foundation give grants?
Hazel & Walter Bales Foundation gives mostly in Indiana: 74% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Kentucky (24%). The most frequent recipient cities were Louisville, KY (14 grants), New Albany, IN (11 grants), Jeffersonville, IN (9 grants) and Clarksville, IN (3 grants).
Does Hazel & Walter Bales Foundation give general operating support?
Yes: 96% of Hazel & Walter Bales Foundation's 2025 grants with a stated purpose (43 of 45) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Hazel & Walter Bales Foundation's largest grantees?
Hazel & Walter Bales Foundation's largest 2025 grantees include Communtity Foundation of Si ($125,000), Family Ark ($75,000) and Eastside Praise Church ($70,000), according to its 2025 IRS Form 990-PF. Together they received 26% of its itemized 2025 grant dollars.
How large is Hazel & Walter Bales Foundation?
Hazel & Walter Bales Foundation reported $11.0M in total assets on its 2025 IRS Form 990-PF. It paid out $1.0M in qualifying distributions that year, against a required minimum of $1.0M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Hazel & Walter Bales Foundation fund?
No foundation mission statement is provided. The foundation supports charitable organizations. See mission & focus areas ↑
How do I apply for a grant from Hazel & Walter Bales Foundation?
The filing lists Lori Lewis as the contact. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Hazel & Walter Bales Foundation's EIN?
Hazel & Walter Bales Foundation's EIN (Employer Identification Number) is 35-1783030. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 16, 2020)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 25, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 29, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 11, 2025)
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Cite this profile
Grantable. (2026). Hazel & Walter Bales Foundation funder profile. GrantGraph. Retrieved October 19, 2026, from https://grantable.co/funders/hazel-and-walter-bales-foundation-morg_c04b195180e24c62b5f311627c31aeb6
BibTeX
@misc{grantable_351783030_2026,
author = {{Grantable}},
title = {{Hazel \& Walter Bales Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/hazel-and-walter-bales-foundation-morg_c04b195180e24c62b5f311627c31aeb6},
note = {Accessed 2026-10-19. 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 Hazel & Walter Bales 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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