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Hale Family Foundation

  • Charlotte, NC
  • Tax-exempt since July 2014
  • EIN: 46-3829554

Organization summary

Type of Nonprofit

Designated as a 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: Human Services - Multipurpose and Other N.E.C. (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$2.36M (2024)

Expenses
$110k (2024)

Total Assets
$4.4M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2013 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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,356,873
Expenses
$110,319
Net Income
$2,246,554
Net Assets
$4,403,897
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,639,375
69.6%
Interest Revenue $31,741
1.3%
Dividends $1,399
0.1%
Sales of Assets $152,394
6.5%
Other Income $521,300
22.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $97,730
88.6%
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 $4,403,897
Total Liabilities $0
Net Assets $4,403,897
Compensation
Key Employees and Officers Compensation Other
Steven A Hale Ii (Chairman) $0 $0
Jennifer Hale Md (President) $0 $0

Document Links

990-PF
Filed on Nov. 18, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,293,877
Expenses
$48,526
Net Income
$1,245,351
Net Assets
$2,157,030
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,220,126
94.3%
Interest Revenue $16,556
1.3%
Dividends $32,966
2.5%
Sales of Assets -$57,011
Other Income $81,240
6.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $42,000
86.6%
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 $2,157,030
Total Liabilities $0
Net Assets $2,157,030
Compensation
Key Employees and Officers Compensation Other
Steven A Hale Ii (Chairman) $0 $0
Jennifer Hale Md (President) $0 $0

Document Links

990-PF
Filed on April 30, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$95,650
Expenses
$87,226
Net Income
$8,424
Net Assets
$898,481
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $82,244
86.0%
Interest Revenue $173
0.2%
Dividends $2
0.0%
Sales of Assets $0
Other Income $13,231
13.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $84,875
97.3%
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 $898,481
Total Liabilities $0
Net Assets $898,481
Compensation
Key Employees and Officers Compensation Other
Steven A Hale Ii (Chairman) $0 $0
Jennifer Hale Md (President) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$89,999
Expenses
$71,783
Net Income
$18,216
Net Assets
$485,751
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $75,281
83.6%
Interest Revenue $239
0.3%
Dividends $0
Sales of Assets $0
Other Income $14,479
16.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $70,200
97.8%
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 $485,751
Total Liabilities $0
Net Assets $485,751
Compensation
Key Employees and Officers Compensation Other
Steven A Hale Ii (President) $0 $0
Jennifer Hale Md (Chairman) $0 $0

Document Links

990-PF
Filed on Feb. 9, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$146,738
Expenses
$40,028
Net Income
$106,710
Net Assets
$432,654
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $42,000
28.6%
Interest Revenue $6,773
4.6%
Dividends $49
0.0%
Sales of Assets $0
Other Income $97,916
66.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $39,600
98.9%
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 $432,654
Total Liabilities $0
Net Assets $432,654
Compensation
Key Employees and Officers Compensation Other
Steven A Hale Ii (President) $0 $0
Jennifer Hale Md (Chairman & S) $0 $0

Document Links

990-PF
Filed on Jan. 26, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$32,860
Expenses
$46,427
Net Income
-$13,567
Net Assets
$415,903
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $19,563
59.5%
Interest Revenue $4,857
14.8%
Dividends $1,259
3.8%
Sales of Assets $0
Other Income $7,181
21.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $45,750
98.5%
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 $415,904
Total Liabilities $1
Net Assets $415,903
Compensation
Key Employees and Officers Compensation Other
Steven A Hale Ii (President) $0 $0
Jennifer Hale Md (Chairman & S) $0 $0

Document Links

990-PF
Filed on Nov. 16, 2020

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

View Filing
XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$193,294
Expenses
$54,197
Net Income
$139,097
Net Assets
$352,665
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $151,800
78.5%
Interest Revenue $288
0.1%
Dividends $9,481
4.9%
Sales of Assets $0
Other Income $31,725
16.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $47,929
88.4%
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 $352,665
Total Liabilities $0
Net Assets $352,665
Compensation
Key Employees and Officers Compensation Other
Steven A Hale Ii (President) $0 $0
Jennifer Hale Md (Chairman & S) $0 $0

Document Links

990-PF
Filed on Nov. 14, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$110,525
Expenses
$18,110
Net Income
$92,415
Net Assets
$207,118
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $100,667
91.1%
Interest Revenue $740
0.7%
Dividends $8,789
8.0%
Sales of Assets $0
Other Income $1,082
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,700
92.2%
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 $207,118
Total Liabilities $0
Net Assets $207,118

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,498
Expenses
$9,683
Net Income
$1,815
Net Assets
$104,328
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,117
44.5%
Interest Revenue $1,629
14.2%
Dividends $330
2.9%
Sales of Assets $0
Other Income $4,422
38.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,200
64.0%
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 $104,328
Total Liabilities $0
Net Assets $104,328
Compensation
Key Employees and Officers Compensation Other
Steven A Hale Ii (President & Ceo) $0 $0
Jennifer Hale Md (Chairman) $0 $0

Document Links

990-PF
Filed on Nov. 16, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$112,940
Expenses
$9,069
Net Income
$103,871
Net Assets
$104,847
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $111,650
98.9%
Interest Revenue $120
0.1%
Dividends $34
0.0%
Sales of Assets $0
Other Income $1,136
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,011
99.4%
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 $104,847
Total Liabilities $0
Net Assets $104,847

Document Links

990-PF

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

PDF

About This Data

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.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

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 »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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