The Hale Fund

Public charity · Grantmaker Bolinas, CA EIN: 94-3116561

Benefit and support other non-profit public charities, including commonweal.

Key facts about The Hale Fund

In short: The Hale Fund gave $780K across 1 grant in 2025 (avg $780K), mostly in California. Source: 2025 IRS Form 990.

EIN
94-3116561
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$780,000
Grants made (2025)
1
Average grant
$780,000
Median grant
$780,000
Total assets
$5,293,247
Primary geography
California (100% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$5.3M

-7.7% YoY

Annual Giving

$780K

+345.7% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$780K

+345.7% YoY

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2025 grant dollars.

States

Cities

Bolinas

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K1 grants20191 grants20200 grants20210 grants20221 grants20231 grants20241 grants2025

From 2019 to 2025, annual grant giving ranged from $81K (2023) to $780K (2025). In 2025 it made 1 grant totaling $780K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Commonweal: $780KCommonweal$780K

The largest 2025 recipient was Commonweal ($780K).

Grant Size Distribution

3 grants across all recorded years

<$50K1$50–100K1$100–250K$250–500K1$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 1 grant of 3 (33%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Commonweal Bolinas, CAProgram & General Support$780,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$250K$500K$750K$1M2019202020212022202320242025
Metric202520242023
Total Assets$5,293,247$5,731,883$5,288,754
Revenue$335,015$184,507$411,721
Expenses$783,100$178,100$84,613
Net Investment Income$255,465$115,911$24,953

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2019 (received by the IRS May 6, 2020)
  2. Updated Form 990 for fiscal year 2020 (received by the IRS April 21, 2021)
  3. Updated Form 990 for fiscal year 2023 (received by the IRS May 6, 2024)
  4. Updated Form 990 for fiscal year 2024 (received by the IRS May 14, 2025)
  5. Updated Form 990 for fiscal year 2025 (received by the IRS March 21, 2026)

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.

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