Lanette And Rick Hale Foundation

Houston, TX
Tax-exempt since Jan. 2005
EIN: 20-1983266

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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

$94.7k (2024)

Expenses

$59.5k (2024)

Total Assets

$536k (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

$94,739

Expenses

$59,486

Net Income

$35,253

Net Assets

$536,246

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$28,930	30.5%
Interest Revenue	$0
Dividends	$27,367	28.9%
Sales of Assets	$38,442	40.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,562	91.7%
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	$536,246
Total Liabilities	$0
Net Assets	$536,246

Compensation

Key Employees and Officers	Compensation	Other
Lanette Hale (Trustee)	$0	$0
Richard Hale (Trustee)	$0	$0

990-PF

Filed on May 13, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$36,577

Expenses

$30,033

Net Income

$6,544

Net Assets

$500,993

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$40,000	> 100%
Interest Revenue	$0
Dividends	$13,015	35.6%
Sales of Assets	-$16,438
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,500	81.6%
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	$500,993
Total Liabilities	$0
Net Assets	$500,993

Compensation

Key Employees and Officers	Compensation	Other
Lanette Hale (Trustee)	$0	$0
Richard Hale (Trustee)	$0	$0

990-PF

Filed on May 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

$28,390

Expenses

$33,504

Net Income

-$5,114

Net Assets

$494,449

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,000	70.4%
Interest Revenue	$4	0.0%
Dividends	$5,400	19.0%
Sales of Assets	$2,986	10.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,100	77.9%
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	$494,449
Total Liabilities	$0
Net Assets	$494,449

Compensation

Key Employees and Officers	Compensation	Other
Lanette Hale (Trustee)	$0	$0
Richard Hale (Trustee)	$0	$0

990-PF

Filed on May 9, 2023

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$129,313

Expenses

$26,792

Net Income

$102,521

Net Assets

$499,563

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$60,000	46.4%
Interest Revenue	$3	0.0%
Dividends	$4,459	3.4%
Sales of Assets	$64,851	50.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,500	76.5%
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	$499,563
Total Liabilities	$0
Net Assets	$499,563

Compensation

Key Employees and Officers	Compensation	Other
Lanette Hale (Trustee)	$0	$0
Richard Hale (Trustee)	$0	$0

990-PF

Filed on May 16, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$54,120

Expenses

$24,988

Net Income

$29,132

Net Assets

$397,041

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$40,000	73.9%
Interest Revenue	$3	0.0%
Dividends	$5,106	9.4%
Sales of Assets	$9,011	16.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,000	80.0%
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	$397,042
Total Liabilities	$1
Net Assets	$397,041

Compensation

Key Employees and Officers	Compensation	Other
Lanette Hale (Trustee)	$0	$0
Richard Hale (Trustee)	$0	$0

990-PF

Filed on June 10, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$36,804

Expenses

$24,617

Net Income

$12,187

Net Assets

$367,909

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$22,500	61.1%
Interest Revenue	$10	0.0%
Dividends	$7,390	20.1%
Sales of Assets	$6,904	18.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,000	81.2%
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	$367,910
Total Liabilities	$1
Net Assets	$367,909

Compensation

Key Employees and Officers	Compensation	Other
Lanette Hale (Director)	$0	$0
Richard Hale (Director)	$0	$0

990-PF

Filed on July 8, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

-$4,920

Expenses

$27,441

Net Income

-$32,361

Net Assets

$355,723

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,000
Interest Revenue	$11
Dividends	$4,576
Sales of Assets	-$29,507
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,000	72.9%
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	$355,723
Total Liabilities	$0
Net Assets	$355,723

Compensation

Key Employees and Officers	Compensation	Other
Lanette Hale (Director)	$0	$0
Richard Hale (Director)	$0	$0

990-PF

Filed on May 13, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$41,952

Expenses

$22,964

Net Income

$18,988

Net Assets

$388,084

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,000	59.6%
Interest Revenue	$6	0.0%
Dividends	$8,099	19.3%
Sales of Assets	$8,847	21.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,000	82.7%
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	$388,084
Total Liabilities	$0
Net Assets	$388,084

Compensation

Key Employees and Officers	Compensation	Other
Lanette Hale (Director)	$0	$0
Richard Hale (Director)	$0	$0

990-PF

Filed on May 15, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$25,450

Expenses

$25,977

Net Income

-$527

Net Assets

$369,096

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,000	78.6%
Interest Revenue	$14	0.1%
Dividends	$4,847	19.0%
Sales of Assets	$589	2.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,000	77.0%
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	$369,096
Total Liabilities	$0
Net Assets	$369,096

Compensation

Key Employees and Officers	Compensation	Other
Lanette Hale (Director)	$0	$0
Richard Hale (Director)	$0	$0

990-PF

Filed on May 8, 2017

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

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PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$16,263

Expenses

$25,043

Net Income

-$8,780

Net Assets

$369,623

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,000	> 100%
Interest Revenue	$10	0.1%
Dividends	$2,401	14.8%
Sales of Assets	-$11,148
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,150	76.5%
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	$369,623
Total Liabilities	$0
Net Assets	$369,623

Compensation

Key Employees and Officers	Compensation	Other
Lanette Hale (Director)	$0	$0
Richard Hale (Director)	$0	$0

990-PF

Filed on May 6, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

-$12,282

Expenses

$25,288

Net Income

-$37,570

Net Assets

$378,403

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$22,000
Interest Revenue	$6
Dividends	$5,958
Sales of Assets	-$40,246
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,320	76.4%
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	$378,403
Total Liabilities	$0
Net Assets	$378,403

Compensation

Key Employees and Officers	Compensation	Other
Lanette Hale (Director)	$0	$0
Richard Hale (Director)	$0	$0

990-PF

Filed on April 30, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$61,266

Expenses

$25,697

Net Income

$35,569

Net Assets

$415,973

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$16,256	26.5%
Interest Revenue	$2	0.0%
Dividends	$339	0.6%
Sales of Assets	$44,669	72.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,585	72.3%
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	$415,973
Total Liabilities	$0
Net Assets	$415,973

Compensation

Key Employees and Officers	Compensation	Other
Lanette Hale (Director)	$0	$0
Richard Hale (Director)	$0	$0

990-PF

Filed on May 6, 2014

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$90,674

Expenses

$20,349

Net Income

$70,325

Net Assets

$380,403

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$67,362	74.3%
Interest Revenue	$1	0.0%
Dividends	$7,717	8.5%
Sales of Assets	$15,594	17.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,170	79.5%
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	$380,404
Total Liabilities	$1
Net Assets	$380,403

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$29,541

Expenses

$19,931

Net Income

$9,610

Net Assets

$310,078

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$16,495	55.8%
Interest Revenue	$0
Dividends	$6,959	23.6%
Sales of Assets	$6,087	20.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,595	73.2%
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	$310,079
Total Liabilities	$1
Net Assets	$310,078

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

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Lanette And Rick Hale Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $94.7k (2024)

Expenses $59.5k (2024)

Total Assets $536k (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

$94.7k (2024)

Expenses

$59.5k (2024)

Total Assets

$536k (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

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