The Hale Fund
Benefit and support other non-profit public charities, including commonweal.
The Hale Fund at a glance
In short: The Hale Fund gave $780K across 1 grant in 2025 (avg $780K), mostly in California. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $780,000
- +345.7% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $780,000
- +345.7% vs 2024
- Median grant
- $780,000
- Total assets
- $5,293,247
- -7.7% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who The Hale Fund funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Commonweal ($780K).
Grant Size Distribution
3 grants across all recorded years
The most common grant size was in the $50–100K range: 1 grant of 3 (33%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $81K (2023) to $780K (2025). In 2025 it made 1 grant totaling $780K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Commonweal Bolinas, CA | Program & General Support | $780,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $5,293,247 | $335,015 | $783,100 | $780,000 | 1 | $255,465 |
| 2024 | $5,731,883 | $184,507 | $178,100 | $175,000 | 1 | $115,911 |
| 2023 | $5,288,754 | $411,721 | $84,613 | $81,475 | 1 | $24,953 |
| 2022 | $4,753,612 | $712,232 | $3,110 | — | — | $210,344 |
| 2021 | $4,955,616 | $325,511 | $3,060 | — | — | $325,511 |
| 2020 | $4,598,309 | $233,069 | $178,051 | $174,971 | 1 | $233,069 |
| 2019 | $4,591,724 | $146,561 | $140,378 | $137,318 | 1 | $146,561 |
About The Hale Fund
Based on IRS filings
The Hale Fund is a public charity, based in Bolinas, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $5.3M in total assets. In 2025, it awarded 1 grant totaling $780K. Net investment income was $255K.
Leadership & Key People
Officers and directors from IRS filings
The Hale Fund is led by Oren Slozberg, President on every filing since 2019; none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
Oren Slozberg
President
On filings since 2019
2 hrs/week
No compensation reported
Arlene Allsman
COO
On filings since 2019
2 hrs/week
No compensation reported
Catherine Dodd
Secretary
On filings since 2019
1 hr/week
No compensation reported
Vanessa Marcotte
Head of Finance
CFO → Finance Director, 2022
Finance Director → Head of Finance, 2025
On filings since 2019
2 hrs/week
No compensation reported
Steven Bookoff
Treasurer
On filings since 2021
1 hr/week
No compensation reported
Susan M. Greylock-Yusem
Head of Strategy
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (2)
- Former: Judy Hatcher (2019–2020) — Treasurer
- Former: Michael Lerner (2019) — Former President
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 Fund
How much does The Hale Fund give each year?
The Hale Fund gave $780K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $175K across 1 grant.
How large is The Hale Fund?
The Hale Fund reported $5.3M in total assets on its 2025 IRS Form 990. Its revenue that year was $335K.
Where does The Hale Fund operate?
The Hale Fund has awarded grants in California.
What is The Hale Fund's EIN?
The Hale Fund's EIN (Employer Identification Number) is 94-3116561. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2019 (received by the IRS May 6, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS April 21, 2021)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 6, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 14, 2025)
- Updated Form 990 for fiscal year 2025 (received by the IRS March 21, 2026)
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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from The Hale Fund'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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