The Hales Family Foundation Inc
The Hales Family Foundation Inc is a private foundation, based in Baltimore, MD. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $12.5M in total assets. In 2025, it awarded 3 grants totaling $422K. Net investment income was $403K.
The Hales Family Foundation Inc at a glance
In short: The Hales Family Foundation Inc gave $422K across 3 grants in 2025 (avg $141K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $421,581
- +0.1% vs 2024
- Grants made (2025)
- 3
- -50.0% vs 2024
- Average grant
- $140,527
- +100.2% vs 2024
- Median grant
- $80,000
- Total assets
- $12,501,203
- -2.9% vs 2024
- Primary geography
- New York (99% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Hales Family Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was GS Donor Advised Philanthropy Fund for Wealth Management ($337K). Together the top 3 received $422K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 12 grants of 20 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How The Hales Family Foundation Inc gives
- Giving grew 74% from 2022 to 2025. Method
- In 2025 it paid out 86% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $57K (2021) to $436K (2020). In 2025 it made 3 grants totaling $422K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| GS Donor Advised Philanthropy Fund for Wealth Management Cohoes, NY | General Purpose | $336,581 |
| Northwell Health Foundation New Hype Park, NY | General Purpose | $80,000 |
| Folds of Honor Owasso, OK | General Purpose | $5,000 |
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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 | $12,501,203 | $533,245 | $906,932 | $421,581 | 3 | $704,306 | $402,647 | $815,850 |
| 2024 | $12,874,890 | $4,842,601 | $805,928 | $421,100 | 6 | $693,981 | $4,733,654 | $708,074 |
| 2023 | $9,041,898 | $577,168 | $780,253 | $378,025 | 3 | $644,215 | $227,753 | $674,617 |
| 2022 | $9,244,983 | $584,761 | $734,004 | $242,191 | 5 | $554,398 | $406,552 | $682,693 |
| 2021 | $9,044,920 | $331,816 | $485,104 | $56,910 | 3 | $327,357 | $179,805 | $716,281 |
| 2020 | $7,750,157 | $3,933,164 | $626,067 | $436,354 | 2 | — | $157,121 | $446,873 |
Under IRS private-foundation payout rules, The Hales Family Foundation Inc reported a distributable amount of $816K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Hales Family Foundation Inc's 2025 filing lists 7 officers; 5 of 7 officers listed in 2025 are compensated.
Officers on the 2025 filing
Alice Hales
Director
On filings since 2020
5 hrs/week
$77K (2022) → $0 (2025)
Allison M. Gheen
Director
On filings since 2020
5 hrs/week
$33K (2021) → $74K (2025)
Carolyn M. Wilson
Director
On filings since 2020
5 hrs/week
$35K (2020) → $74K (2025)
Lianne T. Hales-Dugan
Director
On filings since 2020
5 hrs/week
$49K (2021) → $0 (2025)
Terence Hales
Director
On filings since 2020
5 hrs/week
$35K (2020) → $74K (2025)
Thomas E. Hales Jr.
Director
On filings since 2020
5 hrs/week
$35K (2020) → $74K (2025)
William P. Hales
Director
On filings since 2020
5 hrs/week
$35K (2020) → $74K (2025)
Former officers (1)
- Former: Thomas E. Hales (2020) — Director
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $74K, to Carolyn M Wilson (Director). 5 officers or directors reported compensation on that filing.
Frequently asked questions about The Hales Family Foundation Inc
How much does The Hales Family Foundation Inc give each year?
The Hales Family Foundation Inc gave $422K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $421K across 6 grants.
What is The Hales Family Foundation Inc's typical grant size?
The Hales Family Foundation Inc's median grant in 2025 was $80,000, and its average grant was $140,527, across 3 grants on its 2025 IRS Form 990-PF.
Where does The Hales Family Foundation Inc give grants?
The Hales Family Foundation Inc gives mostly in New York: 99% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does The Hales Family Foundation Inc give general operating support?
Yes: 100% of The Hales Family Foundation Inc's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is The Hales Family Foundation Inc?
The Hales Family Foundation Inc reported $12.5M in total assets on its 2025 IRS Form 990-PF. It paid out $704K in qualifying distributions that year, against a required minimum of $816K (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 is The Hales Family Foundation Inc's EIN?
The Hales Family Foundation Inc's EIN (Employer Identification Number) is 13-3801701. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
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