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Nonprofit · EIN 06-0729320

HALE FOUNDATION INC

Tax-exempt · NORTH HAVEN, CT 06473

Financials

$39K$90K2023$34K$88K2024
Revenue Expenses · by fiscal year end
Financials of HALE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$34,468$88,230-$53,762$806,262$0$806,262
June 30, 2024990-PF$39,103$90,162-$51,059$830,765$0$830,765
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$7,730
Dividends
$15,464
Net gain from sales of assets
$11,274

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$66,243
Excise tax on investment income
$372

Balance sheet and other

Total assets, start of year
$830,765
Total assets, end of year
$806,262
Total liabilities, end of year
$0
Net assets, end of year
$806,262
Fair market value of assets
$806,272
Qualifying distributions
$66,243
Net investment income
$26,738

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.

NameTitleHours / weekCompensation
TIFFANY PETROSINO
379 CROW HILL ROAD, MT KISCO, NY 10549
PRESIDENT2$0
ANDY BACAS
3408 NORTH VENICE STREET, ARLINGTON, VA 222074447
VICE PRESIDENT2$0
DAMLA OZDALGA
145 JACKSON STREET APT 1B, BROOKLYN, NY 11211
SECRETARY2$0
N KURT BARNES
2053 CLOVE ROAD, LAGRANVILLE, NY 12540
TREASURER2$0
MICHAEL L KENT
6210 BUENA VISTA AVENUE, OAKLAND, CA 94618
DIRECTOR1$0
HUGH M BAUM
5 BROOKWOOD ROAD, NEW ROCHELLE, NY 10804
DIRECTOR1$0
SEAN FARRELL
5627 SILVER VALLEY AVENUE, AGOURA HILLS, CA 91301
DIRECTOR1$0
BENJAMIN N FEIT
34 BEAL ROAD, WALTHAM, MA 02453
DIRECTOR1$0
SCOT OSTERWEIL
52 KENDALL STREET, BROOKLINE, MA 02445
DIRECTOR1$0
B WARING PARTRIDGE III
42 LEDGE ROAD, NEWPORT, RI 02840
DIRECTOR1$0
JON TERENZETTI
2703 42 RD APT 16E, LONG ISLAND CITY, NY 11101
DIRECTOR1$0
WILLIAM WANG
250 STATE ST UNIT C-1, NORTH HAVEN, CT 06473
DIRECTOR1$0
NAFEESA ABUWALLA
250 STATE ST UNIT C-1, NORTH HAVEN, CT 06473
DIRECTOR1$0
DIXE SCHILLACI
250 STATE ST UNIT C-1, NORTH HAVEN, CT 06473
DIRECTOR1$0
ANDY HOSKINS
250 STATE ST UNIT C-1, NORTH HAVEN, CT 06473
DIRECTOR1$0
1 more people on this return
NameTitleHours / weekCompensation
TRAVIS GIDADO
2145 W QUAY RD, ST AUGUSTINE, FL 320921094
DIRECTOR1$0
990-PF for the year ended June 30, 2024: 17 people
NameTitleHours / weekCompensation
TIFFANY PETROSINO
379 CROW HILL ROAD, MT KISCO, NY 10549
PRESIDENT2$0
ANDY BACAS
3408 NORTH VENICE STREET, ARLINGTON, VA 222074447
VICE PRESIDENT2$0
DAMLA OZDALGA
145 JACKSON STREET APT 1B, BROOKLYN, NY 11211
SECRETARY2$0
N KURT BARNES
ONE SHERMAN SQUARE APT 11J, NEW YORK, NY 10024
TREASURER2$0
MICHAEL L KENT
6210 BUENA VISTA AVENUE, OAKLAND, CA 94618
DIRECTOR0.5$0
HUGH M BAUM
5 BROOKWOOD ROAD, NEW ROCHELLE, NY 10804
DIRECTOR1$0
SEAN FARRELL
5627 SILVER VALLEY AVENUE, AGOURA HILLS, CA 91301
DIRECTOR1$0
BENJAMIN N FEIT
34 BEAL ROAD, WALTHAM, MA 02453
DIRECTOR0.5$0
SCOT OSTERWEIL
52 KENDALL STREET, BROOKLINE, MA 02445
DIRECTOR1$0
B WARING PARTRIDGE III
42 LEDGE ROAD, NEWPORT, RI 02840
DIRECTOR1$0
JON TERENZETTI
2703 42 RD APT 16E, LONG ISLAND CITY, NY 11101
DIRECTOR0.5$0
LEXI HOPKINS
250 STATE ST UNIT C-1, NORTH HAVEN, CT 06473
DIRECTOR1$0
WILLIAM WANG
250 STATE ST UNIT C-1, NORTH HAVEN, CT 06473
DIRECTOR1$0
NAFEESA ABUWALLA
250 STATE ST UNIT C-1, NORTH HAVEN, CT 06473
DIRECTOR1$0
DIXIE SCHILLACI
250 STATE ST UNIT C-1, NORTH HAVEN, CT 06473
DIRECTOR1$0
ANDY HOSKINS
250 STATE ST UNIT C-1, NORTH HAVEN, CT 06473
DIRECTOR1$0
TRAVIS GIDADO
2145 W QUAY RD, ST AUGUSTINE, FL 320921094
DIRECTOR1$0

Address and contacts

Address (IRS master file)
250 STATE ST UNIT C1, NORTH HAVEN, CT 06473-2182
In care of
% DONALD L PERLROTH & CO CPAS
Signed the 990-PF
N KURT BARNERS, TREASURER
Phone
(203) 281-0522
Return prepared by
DONALD L PERLROTH & CO CPAS

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
06-0729320
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
1955
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$806,262
Income (IRS master file)
$38,439

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$34,468$88,230$806,262IRS
990-PFJune 2024$39,103$90,162$830,765IRS
990-PFJune 2023$55,317$86,365$829,528IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2020–––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 06-0729320).

Questions about HALE FOUNDATION INC

What is the EIN of HALE FOUNDATION INC?
The employer identification number (EIN) of HALE FOUNDATION INC is 06-0729320.
Is HALE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1955.
Are donations to HALE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HALE FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of HALE FOUNDATION INC 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 HALE FOUNDATION INC 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 HALE FOUNDATION INC?
The 990-PF for the year ended June 30, 2025 lists 16 people; 0 received compensation from the organization.
How much revenue does HALE FOUNDATION INC have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $34,468, expenses of $88,230 and total assets of $806,262 at year end.

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