Hales Family Foundation Inc

Baltimore, MD
Tax-exempt since May 1995
EIN: 13-3801701

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$4.84M (2024)

Expenses

$806k (2024)

Total Assets

$12.9M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$4,842,601

Expenses

$805,928

Net Income

$4,036,673

Net Assets

$12,874,890

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$384,504	7.9%
Sales of Assets	$4,458,097	92.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$693,981	86.1%
Compensation of Officers*	$356,765	44.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,874,890
Total Liabilities	$0
Net Assets	$12,874,890

Compensation

Key Employees and Officers	Compensation	Other
Carolyn M Wilson (Director)	$71,353	$0
Terence Hales (Director)	$71,353	$0
William P Hales (Director)	$71,353	$0
Allison M Gheen (Director)	$71,353	$0
Thomas Hales Jr (Director)	$71,353	$0
Alice Hales (Director)	$0	$0
Lianne T Hales Dugan (Director)	$0	$0

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990-PF

Filed on Nov. 17, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$577,168

Expenses

$780,253

Net Income

-$203,085

Net Assets

$9,041,898

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$225,377	39.0%
Interest Revenue	$0
Dividends	$329,558	57.1%
Sales of Assets	$16,608	2.9%
Other Income	$5,625	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$644,215	82.6%
Compensation of Officers*	$349,120	44.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,041,898
Total Liabilities	$0
Net Assets	$9,041,898

Compensation

Key Employees and Officers	Compensation	Other
Terence Hales (Director)	$69,882	$0
Allison M Gheen (Director)	$69,882	$0
Carolyn M Wilson (Director)	$69,822	$0
William P Hales (Director)	$69,822	$0
Alice Hales (Director)	$0	$0
Lianne T Hales Dugan (Director)	$0	$0
Thomas Hales Jr (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$584,761

Expenses

$734,004

Net Income

-$149,243

Net Assets

$9,244,983

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$315,210	53.9%
Sales of Assets	$265,220	45.4%
Other Income	$4,331	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$554,398	75.5%
Compensation of Officers*	$404,754	55.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,244,983
Total Liabilities	$0
Net Assets	$9,244,983

Compensation

Key Employees and Officers	Compensation	Other
Carolyn M Wilson (Director)	$77,097	$0
Terence Hales (Director)	$77,097	$0
William P Hales (Director)	$77,097	$0
Alice Hales (Director)	$77,097	$0
Allison M Gheen (Director)	$57,822	$0
Lianne T Hales Dugan (Director)	$38,548	$0

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990-PF

Filed on Nov. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$331,816

Expenses

$485,104

Net Income

-$153,288

Net Assets

$9,044,920

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,597	1.1%
Interest Revenue	$0
Dividends	$131,131	39.5%
Sales of Assets	$197,088	59.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$327,357	67.5%
Compensation of Officers*	$342,846	70.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,044,920
Total Liabilities	$0
Net Assets	$9,044,920

Compensation

Key Employees and Officers	Compensation	Other
Thomas E Hales Jr (Director)	$65,304	$0
Carolyn M Wilson (Director)	$65,304	$0
Terence Hales (Director)	$65,304	$0
William P Hales (Director)	$65,304	$0
Lianne T Hales Dugan (Director)	$48,978	$0
Allison M Gheen (Director)	$32,652	$0
Alice Hales (Director)	$0	$0

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990-PF

Filed on May 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$3,933,164

Expenses

$626,067

Net Income

$3,307,097

Net Assets

$7,750,156

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,696,258	94.0%
Interest Revenue	$197,782	5.0%
Dividends	$0
Sales of Assets	$39,124	1.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$546,282	87.3%
Compensation of Officers*	$138,864	22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,750,157
Total Liabilities	$1
Net Assets	$7,750,156

Compensation

Key Employees and Officers	Compensation	Other
Thomas E Hales Jr (Director)	$34,716	$0
Carolyn M Wilson (Director)	$34,716	$0
Terence Hales (Director)	$34,716	$0
William P Hales (Director)	$34,716	$0
Thomas E Hales (Director)	$0	$0
Alice Hales (Director)	$0	$0
Lianne T Hales Dugan (Director)	$0	$0
Allison M Gheen (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$257,980

Expenses

$929,164

Net Income

-$671,184

Net Assets

$6,156,340

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$932	0.4%
Dividends	$257,048	99.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$405,973	43.7%
Compensation of Officers*	$526,176	56.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,156,341
Total Liabilities	$1
Net Assets	$6,156,340

Compensation

Key Employees and Officers	Compensation	Other
Thomas E Hales (Director As Required)	$65,772	$0
Alice Hales (Director As Required)	$65,772	$0
Terence Hales (Director As Required)	$65,772	$0
Lianne T Hales Dugan (Director As Required)	$65,772	$0
William P Hales (Director As Required)	$65,772	$0
Carolyn M Wilson (Director As Required)	$65,772	$0
Thomas E Hales Jr (Director As Required)	$65,772	$0
Allison M Gheen (Director As Required)	$65,772	$0

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990-PF

Filed on Nov. 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$393,469

Expenses

$425,651

Net Income

-$32,182

Net Assets

$6,827,525

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$120,000	30.5%
Interest Revenue	$591	0.2%
Dividends	$268,664	68.3%
Sales of Assets	$0
Other Income	$4,214	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,655	3.2%
Compensation of Officers*	$56,000	13.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,827,525
Total Liabilities	$0
Net Assets	$6,827,525

Compensation

Key Employees and Officers	Compensation	Other
Terence Hales (Director As Required)	$7,500	$0
Lianne T Hales Dugan (Director As Required)	$7,500	$0
William P Hales (Director As Required)	$7,500	$0
Carolyn M Wilson (Director As Required)	$7,500	$0
Thomas E Hales Jr (Director As Required)	$7,500	$0
Allison M Gheen (Director As Required)	$7,500	$0
Thomas E Hales (Director As Required)	$5,500	$0
Alice Hales (Director As Required)	$5,500	$0

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990-PF

Filed on Nov. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$414,995

Expenses

$478,298

Net Income

-$63,303

Net Assets

$6,859,707

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$160,000	38.6%
Interest Revenue	$553	0.1%
Dividends	$249,201	60.0%
Sales of Assets	$0
Other Income	$5,241	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,969	5.8%
Compensation of Officers*	$4,000	0.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,859,707
Total Liabilities	$0
Net Assets	$6,859,707

Compensation

Key Employees and Officers	Compensation	Other
Thomas E Hales (Director As Required)	$2,000	$0
Alice Hales (Director As Required)	$2,000	$0
Terence Hales (Director As Required)	$0	$0
Lianne T Hales Dugan (Director As Required)	$0	$0
William P Hales (Director As Required)	$0	$0
Carolyn M Wilson (Director As Required)	$0	$0
Thomas E Hales Jr (Director As Required)	$0	$0
Allison M Gheen (Director As Required)	$0	$0

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990-PF

Filed on Nov. 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

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PDF (2 of 2)

Fiscal Year Ending Dec.
2016

Revenue

$588,348

Expenses

$487,047

Net Income

$101,301

Net Assets

$6,923,010

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$400,000	68.0%
Interest Revenue	$183	0.0%
Dividends	$174,682	29.7%
Sales of Assets	$0
Other Income	$13,483	2.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$423,466	86.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,923,010
Total Liabilities	$0
Net Assets	$6,923,010

Compensation

Key Employees and Officers	Compensation	Other
Thomas E Hales (Director As Required)	$0	$2,000
Alice Hales (Director As Required)	$0	$2,000
Terence Hales (Director As Required)	$0	$2,000
Lianne T Hales Dugan (Director As Required)	$0	$2,000
William P Hales (Director As Required)	$0	$2,000
Carolyn M Wilson (Director As Required)	$0	$2,000
Thomas E Hales Jr (Director As Required)	$0	$2,000
Allison M Gheen (Director As Required)	$0	$2,000

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990-PF

Filed on Aug. 29, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$470,535

Expenses

$680,390

Net Income

-$209,855

Net Assets

$6,821,709

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$300,000	63.8%
Interest Revenue	$78	0.0%
Dividends	$167,517	35.6%
Sales of Assets	-$78
Other Income	$3,018	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$648,250	95.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,821,709
Total Liabilities	$0
Net Assets	$6,821,709

Compensation

Key Employees and Officers	Compensation	Other
Thomas E Hales (Director As Required)	$0	$0
Alice Hales (Director As Required)	$0	$0
Terence Hales (Director As Required)	$0	$0

990-PF

Filed on Aug. 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$511,511

Expenses

$362,049

Net Income

$149,462

Net Assets

$7,031,564

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$330,000	64.5%
Interest Revenue	$1,809	0.4%
Dividends	$146,117	28.6%
Sales of Assets	$26,871	5.3%
Other Income	$6,714	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$322,640	89.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,031,564
Total Liabilities	$0
Net Assets	$7,031,564

Compensation

Key Employees and Officers	Compensation	Other
Thomas E Hales (Director As Required)	$0	$0
Alice Hales (Director As Required)	$0	$0
Terence Hales (Director As Required)	$0	$0

990-PF

Filed on May 14, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$454,542

Expenses

$320,386

Net Income

$134,156

Net Assets

$6,854,461

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$300,000	66.0%
Interest Revenue	$6,523	1.4%
Dividends	$129,192	28.4%
Sales of Assets	$15,016	3.3%
Other Income	$3,811	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$284,415	88.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,854,461
Total Liabilities	$0
Net Assets	$6,854,461

Compensation

Key Employees and Officers	Compensation	Other
Thomas E Hales (Director As Required)	$0	$0
Alice Hales (Director As Required)	$0	$0
Terence Hales (Director As Required)	$0	$0

990-PF

Filed on Nov. 5, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$531,846

Expenses

$433,738

Net Income

$98,108

Net Assets

$6,718,493

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$353,437	66.5%
Interest Revenue	$13,981	2.6%
Dividends	$147,808	27.8%
Sales of Assets	$13,299	2.5%
Other Income	$3,321	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$409,007	94.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,719,038
Total Liabilities	$545
Net Assets	$6,718,493

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$435,808

Expenses

$163,849

Net Income

$271,959

Net Assets

$6,625,668

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$304,500	69.9%
Interest Revenue	$16,389	3.8%
Dividends	$109,722	25.2%
Sales of Assets	$1,649	0.4%
Other Income	$3,548	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$137,125	83.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,625,669
Total Liabilities	$1
Net Assets	$6,625,668

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Hales Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $4.84M (2024)

Expenses $806k (2024)

Total Assets $12.9M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$4.84M (2024)

Expenses

$806k (2024)

Total Assets

$12.9M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

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2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
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2002

Fiscal Year Ending Dec.
2001