The Hale Family Foundation
The Hale Family Foundation is a private foundation based in Naples, Florida. In filing year 2025, it reported 18 grants totaling $20,218 to charitable organizations, including organizations in Indiana, Massachusetts, New York, Tennessee, and Ohio.
The Hale Family Foundation at a glance
In short: The Hale Family Foundation gave $20K across 18 grants in 2025 (avg $1K), mostly in Indiana. 28% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $20,218
- -48.5% vs 2024
- Grants made (2025)
- 18
- -21.7% vs 2024
- Average grant
- $1,123
- -34.3% vs 2024
- Median grant
- $925
- Total assets
- $137,287
- -10.4% vs 2024
- New grantees (estimate)
- 28% first-time grantees (5 of 18, 2025; small sample)
- Primary geography
- Indiana (77% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Hale Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 704 Tamarind Ct, Naples, FL 34108
Phone: (513) 378-3300
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Hale Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Summer Stock Stage ($3K). Together the top 10 received $18K.
Grant Size Distribution
117 grants across all recorded years
The most common grant size was under $50K: 117 grants of 117 (100%).
Geographic Focus
Where this funder awards grants
The 2025 grant dollars were distributed among recipients in Indiana (77%), Massachusetts (16%), New York (4%), Tennessee (2%), and Ohio (1%).
Grant Distribution by State
Share of 2025 grant dollars across all 18 itemized grants.
States
Cities
Is The Hale Family Foundation open to new grantees?
28%
first-time grantees, 2025
In 2025, 5 of 18 grantees (28%) were first-time recipients. With only 18 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $1K; repeat grants $1K. How we count
Medians: $850 first-time, $1K repeat.
- 67% of 2025 grantees were also funded in 2024. Method
- Giving fell 48% from 2022 to 2025. Method
- In 2025 it paid out 294% of its IRS minimum distribution (the 5% rule). 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 $20K (2025) to $46K (2019). In 2025 it made 18 grants totaling $20K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Summer Stock Stage Indianapolis, IN | General Assistance | $3,000 |
| Indianapolis Arts Council Indianapolis, IN | General Assistance | $2,500 |
| Riley Children's Foundation Indianapolis, IN | General Purposes | $2,500 |
| Conquer Paralysis Now Indianapolis, IN | General Purposes | $2,500 |
| Indianapolis Motor Speedway Museum Indianapolis, IN | General Assistance | $1,940 |
| St Luke United Methodist Church Indianapolis, IN | General Assistance | $1,625 |
| Landmark Columbus Foundation Columbus, IN | General Assistance | $1,053 |
| First Congregational Church Nantucket, MA | General Assistance | $1,000 |
| Nantucket Historical Assn Nantucket, MA | General Assistance | $1,000 |
| The Ireland Funds of America New York, NY | General Purposes | $850 |
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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 | $137,287 | $5,825 | $21,679 | $20,218 | 18 | $20,218 | $4,915 | $6,887 |
| 2024 | $153,141 | $6,369 | $40,347 | $39,292 | 23 | $39,292 | $6,646 | $7,786 |
| 2023 | $187,119 | $1,582 | $44,981 | $43,865 | 25 | $43,865 | $466 | $9,680 |
| 2022 | $230,518 | $27,347 | $39,059 | $38,899 | 29 | $38,899 | $5,232 | $11,308 |
| 2021 | $242,230 | $15,691 | $42,058 | $41,980 | 22 | $41,980 | $4,312 | $12,712 |
| 2020 | $268,597 | $12,736 | $22,487 | $21,541 | 20 | — | $5,629 | $13,767 |
| 2019 | $278,348 | $5,618 | $46,758 | $45,782 | 39 | — | $4,642 | $14,836 |
Under IRS private-foundation payout rules, The Hale Family Foundation reported a distributable amount of $7K 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. Its 2025 grants included support for arts and cultural organizations, charitable and religious organizations, and other causes. For example, Summer Stock Stage says its mission is to provide theater experiences for young performers in Central Indiana. Landmark Columbus Foundation describes its work as caring for, celebrating, and advancing Columbus, Indiana’s cultural heritage through design excellence. The ’Sconset Trust says it works to preserve the character of its village through land conservation, preservation of significant structures, and support for a healthy commercial center.
Grantmaking
In filing year 2025, the foundation made 18 grants totaling $20,218. Grants ranged from $100 to $3,000, with a median of $925.
Among the largest reported grants were $3,000 to Summer Stock Stage; $2,500 each to Indianapolis Arts Council, Riley Children’s Foundation, and Conquer Paralysis Now; and $1,940 to Indianapolis Motor Speedway Museum. Other grants included $1,625 to St Luke United Methodist Church, $1,053 to Landmark Columbus Foundation, and $1,000 each to First Congregational Church and Nantucket Historical Association.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists J Joseph Hale Jr as president; Linda Dayhuff Hale as vice president; and Britten Woodside Hale, Andrew Grant Hale, and Katherine Hale Grambling as directors.
The Hale Family Foundation is led by J. Joseph Hale Jr., President on every filing since 2019; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
J. Joseph Hale Jr.
President
On filings since 2019
No compensation reported
Andrew Grant Hale
Director
On filings since 2019
No compensation reported
Britten Woodside Hale
Director
On filings since 2019
No compensation reported
Katherine Hale Grambling
Director
On filings since 2019
No compensation reported
Linda Dayhuff Hale
Vice President
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 The Hale Family Foundation
How much does The Hale Family Foundation give each year?
The Hale Family Foundation gave $20K across 18 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $39K across 23 grants.
What is The Hale Family Foundation's typical grant size?
The Hale Family Foundation's median grant in 2025 was $925, and its average grant was $1,123, across 18 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Hale Family Foundation that year got $1K on average.
Where does The Hale Family Foundation give grants?
The Hale Family Foundation gives mostly in Indiana: 77% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (16%). The most frequent recipient cities were Indianapolis, IN (7 grants), Nantucket, MA (5 grants) and Columbus, IN (2 grants).
Does The Hale Family Foundation give general operating support?
Yes: 100% of The Hale Family Foundation's 2025 grants with a stated purpose (18 of 18) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Hale Family Foundation's largest grantees?
The Hale Family Foundation's largest 2025 grantees include Summer Stock Stage ($3,000), Indianapolis Arts Council ($2,500) and Riley Children's Foundation ($2,500), according to its 2025 IRS Form 990-PF. Together they received 40% of its itemized 2025 grant dollars.
How large is The Hale Family Foundation?
The Hale Family Foundation reported $137K in total assets on its 2025 IRS Form 990-PF. It paid out $20K in qualifying distributions that year, against a required minimum of $7K (roughly 5% of its investment assets).
What does The Hale Family Foundation fund?
No foundation mission statement is provided. Its 2025 grants included support for arts and cultural organizations, charitable and religious organizations, and other causes. For example, Summer Stock Stage says its mission is to provide theater experiences for young performers in Central Indiana. See mission & focus areas ↑
How do I apply for a grant from The Hale Family Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Hale Family Foundation's EIN?
The Hale Family Foundation's EIN (Employer Identification Number) is 20-0976212. IRS Form 990 filing data is available on this page for 2019–2025.
Does The Hale Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 21, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 26, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 25, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 21, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 20, 2026)
- IRS filings on file for fiscal years 2019–2025
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Figures come from The Hale Family 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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