Nonprofit · EIN 04-3294711
MARTIN & DEBORAH HALE FOUNDATION
Tax-exempt · BOSTON, MA 02116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $154,502 | $179,624 | -$25,122 | $3,296,349 | $0 | $3,296,349 |
| June 30, 2024 | 990-PF | $191,464 | $188,948 | $2,516 | $3,321,471 | $0 | $3,321,471 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $122,536
- Interest
- $12,674
- Net gain from sales of assets
- $19,292
Expenses
- Grants and similar amounts paid
- $166,525
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $166,525
- Excise tax on investment income
- $1,966
Balance sheet and other
- Total assets, start of year
- $3,321,471
- Total assets, end of year
- $3,296,349
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,296,349
- Fair market value of assets
- $3,532,335
- Qualifying distributions
- $166,525
- Net investment income
- $154,502
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Deborah C Hale 220 Boylston Street, Boston, MA 02116 | Trustee | 0.25 | $0 |
| Martin M Hale 40 Willow Place, Brooklyn, NY 11201 | Trustee | 0.25 | $0 |
| Charles C Hale 139 E 63rd Street, New York, NY 10065 | Trustee | 0.25 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Deborah C Hale 220 Boylston Street, Boston, MA 02116 | Trustee | 0.25 | $0 |
| Martin M Hale 40 Willow Place, Brooklyn, NY 11201 | Trustee | 0.25 | $0 |
| Charles C Hale 139 E 63rd Street, New York, NY 10065 | Trustee | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 21 MAYOR THOMAS MCGRATH HWY 204, BOSTON, MA 02116-0000
- Signed the 990-PF
- MARTIN M HALE, Trustee
- Phone
- (617) 261-9800
- Return prepared by
- Gene O'Neill & Company
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-3294711
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1996
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,296,349
- Income (IRS master file)
- $154,581
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $154,502 | $179,624 | $3,296,349 | IRS |
| 990-PF | June 2024 | $191,464 | $188,948 | $3,321,471 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3294711).
Questions about MARTIN & DEBORAH HALE FOUNDATION
- What is the EIN of MARTIN & DEBORAH HALE FOUNDATION?
- The employer identification number (EIN) of MARTIN & DEBORAH HALE FOUNDATION is 04-3294711.
- Is MARTIN & DEBORAH HALE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to MARTIN & DEBORAH HALE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARTIN & DEBORAH HALE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARTIN & DEBORAH HALE FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARTIN & DEBORAH HALE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of MARTIN & DEBORAH HALE FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does MARTIN & DEBORAH HALE FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $154,502, expenses of $179,624 and total assets of $3,296,349 at year end.
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