Newell D Hale Foundation
The Newell D Hale Foundation is a private foundation established in 2007 and based in Pomfret Center, Connecticut. The foundation operates with no employees and focuses its grantmaking on educational institutions and organizations that provide scholarship opportunities and improved facilities for children.
Key facts about Newell D Hale Foundation
- EIN
- 20-8864136
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $237,500
- Grants made (2024)
- 21
- Average grant
- $11,310
- Median grant
- $2,500
- New grantees (estimate)
- 5% first-time grantees (1 of 21, 2024)
- Total assets
- $292,669
- Primary geography
- Connecticut (80% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated June 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Newell D Hale Foundation funds
By grant dollars, the top recipient states for Newell D Hale Foundation's 21 itemized 2024 grants were Connecticut (80%) and New Hampshire (15%). The most frequent recipient cities were Putnam, CT (6 grants), Pomfret, CT (2 grants), Boston, MA (2 grants) and Danielson, CT (2 grants). 100% of grants with a stated purpose were for general or operating support.
Is Newell D Hale Foundation open to new grantees?
5%
first-time grantees, 2024
In 2024, 1 of 21 grantees (5%) were first-time recipients. First grants averaged $50K; repeat grants $9K. How we count
Medians: $50K first-time, $2K repeat.
- 90% of 2024 grantees were also funded in 2023. Method
- Giving fell 50% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Newell D Hale Foundation
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$293K
+22.0% YoY
Annual Giving
$238K
-27.6% YoY
Grant Count
21
-19.2% YoY
Avg Grant Size
$11K
-10.4% YoY
Under IRS private-foundation payout rules, Newell D Hale Foundation reported a distributable amount of $19K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's primary purpose is to fund general support for initiatives at schools and organizations that provide scholarship opportunities and improved facilities for children. The foundation's grantmaking priorities include education, philanthropy, voluntarism, and grantmaking, with a focus on human services.
Grantmaking
The foundation made 24 grants in 2023. Recent notable grants include:
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Geographic Focus
Where this funder awards grants
The foundation primarily funds initiatives in Connecticut, Massachusetts, and New York.
Grant Distribution by State
Share of all 21 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023:
- Total Assets: $239,829
- Total Revenues: $43,172
- Total Expenses: $337,196
- Total Giving: $328,101
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $292,669 | $239,829 | $552,826 |
| Revenue | $264,289 | $43,172 | $315,517 |
| Expenses | $242,884 | $337,196 | $287,751 |
| Qualifying Distributions | $242,884 | $337,196 | $287,751 |
| Net Investment Income | $264,289 | $43,172 | $160,510 |
| Distributable Amount | $19,445 | $26,232 | $26,917 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
129 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Pomfret School ($100,000), Roseland Park Trust ($50,000), Proctor Academy ($35,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Pomfret School Pomfret, CT | General Support | $100,000 |
| Roseland Park Trust Woodstock, CT | General Support | $50,000 |
| Proctor Academy Andover, NH | General Support | $35,000 |
| The Rectory School Pomfret, CT | General support | $10,000 |
| Access New Haven, CT | General support | $5,000 |
| Mass General Hospital Boston, MA | General Support | $5,000 |
| QVCC Foundation Danielson, CT | General Support | $5,000 |
| TEEG North Grosvenordale, CT | General support | $5,000 |
| IHSP Daily Bread Putnam, CT | General support | $5,000 |
| Hobart William Smith College Geneva, NY | General support | $2,500 |
Leadership & Key People
Leadership team and compensation from IRS filings
Laurence Hale serves as Treasurer of the foundation.
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Laurence N Hale II Trustee | Treasurer | 1 | — |
| Alice U Hale | President | 1 | — |
| Monique Wolanin | Trustee | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Newell D Hale Foundation fund?
The foundation's primary purpose is to fund general support for initiatives at schools and organizations that provide scholarship opportunities and improved facilities for children. The foundation's grantmaking priorities include education, philanthropy, voluntarism, and grantmaking, with a focus on human services.
How do I apply for a grant from Newell D Hale Foundation?
The foundation made 24 grants in 2023. Recent notable grants include: • Pomfret School Incorporated: $100,000 (General Support, 2023) • Brooks School: $90,500 (General Support, 2023) • QVCC Foundation: $15,000 (General Support, 2023) Total giving in 2023 was $328,101. Typical grant awards range from $250 to $127,500.
Where does Newell D Hale Foundation make grants?
The foundation primarily funds initiatives in Connecticut, Massachusetts, and New York.
What size grants does Newell D Hale Foundation award?
In 2024, Newell D Hale Foundation awarded 21 grants totaling $238K — an average of about $11K per grant, based on its IRS Form 990 filings.
How much is Newell D Hale Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Newell D Hale Foundation reported a distributable amount of $19K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Newell D Hale Foundation's EIN?
Newell D Hale Foundation's EIN (Employer Identification Number) is 20-8864136. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.