Hale Family Foundation

Tulsa, OK
Tax-exempt since March 2009
EIN: 20-1687722

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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 N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.36M (2023)

Expenses

$900k (2023)

Total Assets

$20.9M (2023)

Total Liabilities

$899k (2023)

Source: Form 990 tax filings from 2010 to 2023

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.
2023

Revenue

$1,361,728

Expenses

$899,589

Net Income

$462,139

Net Assets

$20,005,486

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$1,361,728	100%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$20,904,118
Total Liabilities	$898,632
Net Assets	$20,005,486

Compensation

Key Employees and Officers	Compensation	Related	Other
Phil Lakin Jr (Tcf Cl Director)	$0	$628,288	$65,339
Kevin Redwine (Tcf Cl Director)	$0	$0	$0
David Ray (Tcf Cl Director)	$0	$0	$0
John Hale (Donor Cl Director)	$0	$0	$0
Deborah Hale (Donor Cl Director)	$0	$0	$0

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990

Filed on Nov. 15, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$1,532,936

Expenses

$1,103,296

Net Income

$429,640

Net Assets

$19,543,347

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$539,294	35.2%
Bond Proceeds	$0
Royalties	$34,968	2.3%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,087,063	70.9%
Net Inventory Sales	$0
Other Revenue	-$128,389

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$20,607,906
Total Liabilities	$1,064,559
Net Assets	$19,543,347

Compensation

Key Employees and Officers	Compensation	Related	Other
Phil Lakin Jr (Tcf Cl Director)	$0	$575,598	$58,355
Kevin Redwine (Tcf Cl Director)	$0	$0	$0
David Ray (Tcf Cl Director)	$0	$0	$0
John Hale (Donor Cl Director)	$0	$0	$0
Deborah Hale (Donor Cl Director)	$0	$0	$0

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990

Filed on Nov. 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Revenue

$847,493

Expenses

$1,004,899

Net Income

-$157,406

Net Assets

$19,113,705

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$485,218	57.3%
Bond Proceeds	$0
Royalties	$25,338	3.0%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$842,383	99.4%
Net Inventory Sales	$0
Other Revenue	-$505,446

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$20,115,804
Total Liabilities	$1,002,099
Net Assets	$19,113,705

Compensation

Key Employees and Officers	Compensation	Related	Other
Phil Lakin Jr (Tcf Cl Director)	$0	$482,636	$53,054
Kevin Redwine (Tcf Cl Director)	$0	$0	$0
David Ray (Tcf Cl Director)	$0	$0	$0
John Hale (Donor Cl Director)	$0	$0	$0
Deborah Hale (Donor Cl Director)	$0	$0	$0

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990

Filed on Nov. 15, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Revenue

$63,560

Expenses

$913,186

Net Income

-$849,626

Net Assets

$19,271,111

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$445,448	> 100%
Bond Proceeds	$0
Royalties	$11,222	17.7%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$246,439
Net Inventory Sales	$0
Other Revenue	-$146,671

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$20,181,897
Total Liabilities	$910,786
Net Assets	$19,271,111

Compensation

Key Employees and Officers	Compensation	Related	Other
Phil Lakin Jr (Tcf Cl Director)	$0	$546,094	$53,219
Kevin Redwine (Tcf Cl Director)	$0	$0	$0
David Ray (Tcf Cl Director)	$0	$0	$0
John Hale (Donor Cl Director)	$0	$0	$0
Deborah Hale (Donor Cl Director)	$0	$0	$0

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990

Filed on Nov. 15, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2019

Revenue

$367,500

Expenses

$771,058

Net Income

-$403,558

Net Assets

$20,120,737

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$367,500	100%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$20,862,471
Total Liabilities	$741,734
Net Assets	$20,120,737

Compensation

Key Employees and Officers	Compensation	Related	Other
Phil Lakin Jr (Tcf Cl Director)	$0	$525,750	$48,569
Kevin Redwine (Tcf Cl Director)	$0	$0	$0
David Ray (Tcf Cl Director)	$0	$0	$0
Henry Will (Donor Cl Director)	$0	$0	$0
John Hale (Donor Cl Director)	$0	$0	$0
Deborah Hale (Donor Cl Director)	$0	$0	$0

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990

Filed on Nov. 12, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Revenue

$764,985

Expenses

$823,844

Net Income

-$58,859

Net Assets

$20,524,295

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$764,985	100%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$20,524,295
Total Liabilities	$0
Net Assets	$20,524,295

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

-$194,774

Expenses

$806,666

Net Income

-$1,001,440

Net Assets

$20,583,154

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	-$194,774

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$20,611,403
Total Liabilities	$28,249
Net Assets	$20,583,154

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Revenue

$555,184

Expenses

$479,010

Net Income

$76,174

Net Assets

$21,584,594

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$555,184	100%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$21,584,594
Total Liabilities	$0
Net Assets	$21,584,594

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Revenue

$425,598

Expenses

$331,039

Net Income

$94,559

Net Assets

$21,508,420

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$425,598	100%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$21,511,220
Total Liabilities	$2,800
Net Assets	$21,508,420

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Revenue

$1,552,507

Expenses

$753,909

Net Income

$798,598

Net Assets

$21,413,861

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$1,552,507	100%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$21,416,661
Total Liabilities	$2,800
Net Assets	$21,413,861

Compensation

Key Employees and Officers	Compensation	Related	Other
Phil Lakin Jr (Tcf Cl Director)	$0	$348,750	$46,753
Henry G Will (Tcf Cl Director)	$0	$0	$0
David Ray (Tcf Cl Director)	$0	$0	$0
John Hale (Donor Cl Director)	$0	$0	$0
Deborah Hale (Donor Cl Director)	$0	$0	$0

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990

Filed on Nov. 16, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Revenue

$997,312

Expenses

$784,571

Net Income

$212,741

Net Assets

$20,615,263

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$997,312	100%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$20,645,488
Total Liabilities	$30,225
Net Assets	$20,615,263

Compensation

Key Employees and Officers	Compensation	Related	Other
Phil Lakin Jr (Tcf Cl Director)	$0	$317,560	$44,583
Henry G Will (Tcf Cl Director)	$0	$0	$0
David Ray (Tcf Cl Director)	$0	$0	$0
John Hale (Donor Cl Director)	$0	$0	$0
Deborah Hale (Donor Cl Director)	$0	$0	$0

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990

Filed on Nov. 17, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Revenue

$239,145

Expenses

$779,936

Net Income

-$540,791

Net Assets

$20,402,522

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$6	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$239,139	100.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$20,405,322
Total Liabilities	$2,800
Net Assets	$20,402,522

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Revenue

$18,465

Expenses

$31,053

Net Income

-$12,588

Net Assets

$20,943,313

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$18,465	100%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$20,946,113
Total Liabilities	$2,800
Net Assets	$20,943,313

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2010

Revenue

$671,063

Expenses

$758,742

Net Income

-$87,679

Net Assets

$20,955,901

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$671,063	100%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$20,955,901
Total Liabilities	$0
Net Assets	$20,955,901

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated December 5, 2025

Hale Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.36M (2023)

Expenses $900k (2023)

Total Assets $20.9M (2023)

Total Liabilities $899k (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

990-T

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Revenue

$1.36M (2023)

Expenses

$900k (2023)

Total Assets

$20.9M (2023)

Total Liabilities

$899k (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
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