Halle Family Foundation Inc

Upperco, MD
Tax-exempt since April 1949
EIN: 52-6038453

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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.

Donations to this organization are tax deductible.

Revenue

$85.2k (2024)

Expenses

$118k (2024)

Total Assets

$633k (2024)

Total Liabilities

$0 (2024)

Years with missing data

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 Nov.
2024

Revenue

$85,225

Expenses

$117,842

Net Income

-$32,617

Net Assets

$633,017

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,000	29.3%
Interest Revenue	$0
Dividends	$26,944	31.6%
Sales of Assets	$33,281	39.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,547	91.3%
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	$633,017
Total Liabilities	$0
Net Assets	$633,017

Compensation

Key Employees and Officers	Compensation	Other
Edward A Halle Jr (President/Treasurer)	$0	$0
Jan S Halle (Secretary)	$0	$0
James S Halle (Vice President)	$0	$0

990-PF

Filed on Feb. 13, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Nov.
2023

Revenue

$22,452

Expenses

$101,608

Net Income

-$79,156

Net Assets

$665,634

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,408	99.8%
Sales of Assets	$44	0.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,204	90.7%
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	$665,634
Total Liabilities	$0
Net Assets	$665,634

Compensation

Key Employees and Officers	Compensation	Other
Edward A Halle Jr (President/Treasurer)	$0	$0
Jan S Halle (Secretary)	$0	$0
James S Halle (Vice President)	$0	$0

990-PF

Filed on Oct. 14, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2022

Revenue

$41,809

Expenses

$105,584

Net Income

-$63,775

Net Assets

$744,790

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,440	89.6%
Sales of Assets	$4,369	10.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$96,069	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	$744,790
Total Liabilities	$0
Net Assets	$744,790

Compensation

Key Employees and Officers	Compensation	Other
Ellen Halle (President)	$0	$0
Edward A Halle Jr (Vice President & Secretary)	$0	$0
Jan S Halle (Vice President)	$0	$0
James S Halle (Treasurer)	$0	$0

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990-PF

Filed on Oct. 16, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2021

Revenue

$73,825

Expenses

$105,062

Net Income

-$31,237

Net Assets

$808,565

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,700	7.7%
Interest Revenue	$0
Dividends	$22,647	30.7%
Sales of Assets	$45,478	61.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,724	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	$808,565
Total Liabilities	$0
Net Assets	$808,565

Compensation

Key Employees and Officers	Compensation	Other
Ellen Halle (President)	$0	$0
Edward A Halle Jr (Vice President & Secretary)	$0	$0
Jan S Halle (Vice President)	$0	$0
James S Halle (Treasurer)	$0	$0

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990-PF

Filed on Oct. 17, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Nov.
2020

Revenue

$30,422

Expenses

$102,288

Net Income

-$71,866

Net Assets

$839,801

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24	0.1%
Dividends	$25,306	83.2%
Sales of Assets	$4,517	14.8%
Other Income	$575	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,809	90.7%
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	$839,802
Total Liabilities	$1
Net Assets	$839,801

Compensation

Key Employees and Officers	Compensation	Other
Ellen Halle (President)	$0	$0
Edward A Halle Jr (Vice President & Secretary)	$0	$0
Jan S Halle (Vice President)	$0	$0
James S Halle (Treasurer)	$0	$0

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990-PF

Filed on Oct. 12, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Nov.
2019

Revenue

$31,544

Expenses

$103,276

Net Income

-$71,732

Net Assets

$911,667

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,480	80.8%
Sales of Assets	$5,788	18.3%
Other Income	$276	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,740	89.8%
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	$911,668
Total Liabilities	$1
Net Assets	$911,667

Compensation

Key Employees and Officers	Compensation	Other
Ellen Halle (President)	$0	$0
Edward A Halle Jr (Vice President & Secretary)	$0	$0
Jan S Halle (Vice President)	$0	$0
James S Halle (Treasurer)	$0	$0

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990-PF

Filed on Oct. 15, 2020

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

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Schedules ▼

XML

Fiscal Year Ending Nov.
2018

Revenue

$49,806

Expenses

$87,026

Net Income

-$37,220

Net Assets

$983,400

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,629	49.4%
Sales of Assets	$25,125	50.4%
Other Income	$52	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,764	89.4%
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	$983,400
Total Liabilities	$0
Net Assets	$983,400

Compensation

Key Employees and Officers	Compensation	Other
Ellen Halle (President)	$0	$0
Edward A Halle Jr (Vice President & Secretary)	$0	$0
Jan S Halle (Vice President)	$0	$0
James S Halle (Treasurer)	$0	$0

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990-PF

Filed on Sept. 27, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2017

Revenue

$37,849

Expenses

$103,501

Net Income

-$65,652

Net Assets

$1,020,620

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,541	14.6%
Sales of Assets	$31,829	84.1%
Other Income	$479	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,255	84.3%
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	$1,020,620
Total Liabilities	$0
Net Assets	$1,020,620

Compensation

Key Employees and Officers	Compensation	Other
Ellen Halle (President)	$0	$0
Edward A Halle Jr (Vice President & Secretary)	$0	$0
Jan S Halle (Vice President)	$0	$0
James S Halle (Treasurer)	$0	$0

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990-PF

Filed on Oct. 15, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
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 Nov.
2015

Revenue

$27,029

Expenses

$108,324

Net Income

-$81,295

Net Assets

$1,151,428

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,017	11.2%
Sales of Assets	$23,871	88.3%
Other Income	$141	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,686	86.5%
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	$1,151,428
Total Liabilities	$0
Net Assets	$1,151,428

Compensation

Key Employees and Officers	Compensation	Other
Ellen Halle (President)	$0	$0
Edward A Halle Jr (Vice President & Secretary)	$0	$0
Jan S Halle (Vice President)	$0	$0
James S Halle (Treasurer)	$0	$0

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990-PF

Filed on Oct. 10, 2016

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

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Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Nov.
2014

Revenue

$29,018

Expenses

$102,484

Net Income

-$73,466

Net Assets

$1,232,723

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,173	21.3%
Sales of Assets	$22,434	77.3%
Other Income	$411	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,601	85.5%
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	$1,232,723
Total Liabilities	$0
Net Assets	$1,232,723

Compensation

Key Employees and Officers	Compensation	Other
Ellen Halle (President)	$0	$0
Edward A Halle Jr (Vice President & Secretary)	$0	$0
Jan S Halle (Vice President)	$0	$0
James S Halle (Treasurer)	$0	$0

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990-PF

Filed on Oct. 8, 2015

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

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2013

Revenue

$20,250

Expenses

$86,588

Net Income

-$66,338

Net Assets

$1,306,188

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,984	19.7%
Sales of Assets	$12,824	63.3%
Other Income	$3,442	17.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,006	82.0%
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	$1,306,189
Total Liabilities	$1
Net Assets	$1,306,188

990-PF

Filed on Nov. 20, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2012

Revenue

$46,213

Expenses

$85,392

Net Income

-$39,179

Net Assets

$1,372,527

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,544	33.6%
Sales of Assets	$30,669	66.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,951	84.3%
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	$1,372,527
Total Liabilities	$0
Net Assets	$1,372,527

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Nov.
2011

Revenue

$32,554

Expenses

$113,240

Net Income

-$80,686

Net Assets

$1,411,705

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,313	25.5%
Sales of Assets	$24,241	74.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,531	86.1%
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	$1,411,706
Total Liabilities	$1
Net Assets	$1,411,705

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Updated January 26, 2026

Halle Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $85.2k (2024)

Expenses $118k (2024)

Total Assets $633k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2012

Extracted Financial Data

Revenue

$85.2k (2024)

Expenses

$118k (2024)

Total Assets

$633k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Nov.
2024

Fiscal Year Ending Nov.
2023

Fiscal Year Ending Nov.
2022

Fiscal Year Ending Nov.
2021

Fiscal Year Ending Nov.
2020

Fiscal Year Ending Nov.
2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2017

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

Fiscal Year Ending Nov.
2006

Fiscal Year Ending Nov.
2005

Fiscal Year Ending Nov.
2004

Fiscal Year Ending Nov.
2003

Fiscal Year Ending Nov.
2002

Fiscal Year Ending Nov.
2001