Hale Family Foundation

Chicago, IL
Tax-exempt since May 1998
EIN: 43-6741329

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 / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

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

$106,082

Expenses

$66,873

Net Income

$39,209

Net Assets

$946,552

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$43,374	40.9%
Sales of Assets	$62,691	59.1%
Other Income	$17	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,769	87.9%
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	$946,552
Total Liabilities	$0
Net Assets	$946,552

Compensation

Key Employees and Officers	Compensation	Other
Joan Jackson Hale (Trustee)	$0	$0
Lou Ellen Tufts (Trustee)	$0	$0
Vaughan Randall Tufts (Trustee)	$0	$0
Douglas B Wright (Trustee)	$0	$0
Jeffrey H Wright (Trustee)	$0	$0

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990-PF

Filed on May 12, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$78,789

Expenses

$66,779

Net Income

$12,010

Net Assets

$907,209

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$39,289	49.9%
Sales of Assets	$39,500	50.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,833	91.1%
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	$907,209
Total Liabilities	$0
Net Assets	$907,209

Compensation

Key Employees and Officers	Compensation	Other
Joan Jackson Hale (Trustee)	$0	$0
Lou Ellen Tufts (Trustee)	$0	$0
Vaughan Randall Tufts (Trustee)	$0	$0
Douglas B Wright (Trustee)	$0	$0
Jeffrey H Wright (Trustee)	$0	$0

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990-PF

Filed on Oct. 31, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$25,867

Expenses

$70,328

Net Income

-$44,461

Net Assets

$895,521

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,855	> 100%
Sales of Assets	-$988
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,989	91.0%
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	$895,521
Total Liabilities	$0
Net Assets	$895,521

Compensation

Key Employees and Officers	Compensation	Other
Joan Jackson Hale (Trustee)	$0	$0
Lou Ellen Tufts (Trustee)	$0	$0
Vaughan Randall Tufts (Trustee)	$0	$0
Douglas B Wright (Trustee)	$0	$0
Jeffrey H Wright (Trustee)	$0	$0

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990-PF

Filed on June 1, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$151,963

Expenses

$64,148

Net Income

$87,815

Net Assets

$940,009

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,298	21.3%
Sales of Assets	$119,665	78.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,260	87.7%
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	$940,009
Total Liabilities	$0
Net Assets	$940,009

Compensation

Key Employees and Officers	Compensation	Other
Joan Jackson Hale (Trustee)	$0	$0
Lou Ellen Tufts (Trustee)	$0	$0
Vaughan Randall Tufts (Trustee)	$0	$0
Douglas B Wright (Trustee)	$0	$0
Jeffrey H Wright (Trustee)	$0	$0

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990-PF

Filed on Oct. 13, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$80,822

Expenses

$62,596

Net Income

$18,226

Net Assets

$852,195

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,802	31.9%
Sales of Assets	$55,020	68.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,776	87.5%
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	$852,196
Total Liabilities	$1
Net Assets	$852,195

Compensation

Key Employees and Officers	Compensation	Other
Joan Jackson Hale (Trustee)	$0	$0
Lou Ellen Tufts (Trustee)	$0	$0
Vaughan Randall Tufts (Trustee)	$0	$0
Douglas B Wright (Trustee)	$0	$0
Jeffrey H Wright (Trustee)	$0	$0

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990-PF

Filed on Nov. 12, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$98,779

Expenses

$68,031

Net Income

$30,748

Net Assets

$834,322

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,471	29.8%
Sales of Assets	$69,327	70.2%
Other Income	-$19

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,432	87.4%
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	$834,323
Total Liabilities	$1
Net Assets	$834,322

Compensation

Key Employees and Officers	Compensation	Other
Joan Jackson Hale (Trustee)	$0	$0
Lou Ellen Tufts (Trustee)	$0	$0
Vaughan Randall Tufts (Trustee)	$0	$0
Douglas B Wright (Trustee)	$0	$0
Jeffrey H Wright (Trustee)	$0	$0

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990-PF

Filed on Aug. 13, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

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

990-PF

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

PDF

Fiscal Year Ending Dec.
2017

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

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

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

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$52,990

Expenses

$65,627

Net Income

-$12,637

Net Assets

$826,832

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,544	42.5%
Sales of Assets	$30,477	57.5%
Other Income	-$31

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,935	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	$826,832
Total Liabilities	$0
Net Assets	$826,832

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$38,088

Expenses

$63,469

Net Income

-$25,381

Net Assets

$839,702

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,454	72.1%
Sales of Assets	$11,123	29.2%
Other Income	-$489

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,540	82.8%
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	$839,702
Total Liabilities	$0
Net Assets	$839,702

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$47,548

Expenses

$59,960

Net Income

-$12,412

Net Assets

$865,083

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,409	51.3%
Sales of Assets	$23,568	49.6%
Other Income	-$429

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,096	85.2%
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	$865,083
Total Liabilities	$0
Net Assets	$865,083

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$33,386

Expenses

$62,131

Net Income

-$28,745

Net Assets

$877,495

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,616	79.7%
Sales of Assets	$6,752	20.2%
Other Income	$18	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,610	83.1%
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	$877,495
Total Liabilities	$0
Net Assets	$877,495

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$60,038

Expenses

$54,558

Net Income

$5,480

Net Assets

$905,538

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,342	47.2%
Sales of Assets	$31,084	51.8%
Other Income	$612	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,895	89.6%
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	$905,538
Total Liabilities	$0
Net Assets	$905,538

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

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Hale Family Foundation

Organization summary

Type of Nonprofit

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

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2010

No Extracted Financial Data

Document Links

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

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001