Nonprofit · EIN 13-3801701
HALES FAMILY FOUNDATION INC
Tax-exempt · BALTIMORE, MD 21202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $533,245 | $906,932 | -$373,687 | $12,501,203 | $0 | $12,501,203 |
| December 31, 2024 | 990-PF | $4,842,601 | $805,928 | $4,036,673 | $12,874,890 | $0 | $12,874,890 |
| December 31, 2023 | 990-PF | $577,168 | $780,253 | -$203,085 | $9,041,898 | $0 | $9,041,898 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $459,241
- Net gain from sales of assets
- $49,248
- Other income
- $24,756
Expenses
- Grants and similar amounts paid
- $421,581
- Compensation of officers, directors and key employees
- $369,260
- Disbursements for charitable purposes
- $704,306
- Excise tax on investment income
- $5,597
Balance sheet and other
- Total assets, start of year
- $12,874,890
- Total assets, end of year
- $12,501,203
- Total liabilities, end of year
- $0
- Net assets, end of year
- $12,501,203
- Fair market value of assets
- $16,908,993
- Qualifying distributions
- $704,306
- Net investment income
- $529,040
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLYN M WILSON 2101 WATERS EDGE DRIVE, WESTLAKE, OH 44145 | DIRECTOR | 5 | $73,852 |
| TERENCE HALES 408 W 57TH ST APT 9D, NEW YORK, NY 10019 | DIRECTOR | 5 | $73,852 |
| WILLIAM P HALES 1101 ST PAUL ST APT 2302, BALTIMORE, NY 21202 | DIRECTOR | 5 | $73,852 |
| ALLISON M GHEEN 16 ROCKLEDGE AVENUE APT 5E2, OSSINING, NY 10562 | DIRECTOR | 5 | $73,852 |
| THOMAS HALES JR 300 OCEAN AVENUE NORTH 6C, LONG BRANCH, NJ 07440 | DIRECTOR | 5 | $73,852 |
| ALICE HALES 1101 ST PAUL ST APT 2302, BALTIMORE, MD 21202 | DIRECTOR | 5 | $0 |
| LIANNE T HALES-DUGAN 21 ARROWCREST DRIVE, CROTON ON HUDSON, NY 10520 | DIRECTOR | 5 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLYN M WILSON 2101 WATERS EDGE DRIVE, WESTLAKE, OH 44145 | DIRECTOR | 5 | $71,353 |
| TERENCE HALES 408 W 57TH ST APT 9D, NEW YORK, NY 10019 | DIRECTOR | 5 | $71,353 |
| WILLIAM P HALES 1101 ST PAUL ST APT 2302, BALTIMORE, NY 21202 | DIRECTOR | 5 | $71,353 |
| ALLISON M GHEEN 16 ROCKLEDGE AVENUE APT 5E2, OSSINING, NY 10562 | DIRECTOR | 5 | $71,353 |
| THOMAS HALES JR 300 OCEAN AVENUE NORTH 6C, LONG BRANCH, NJ 07440 | DIRECTOR | 5 | $71,353 |
| ALICE HALES 1101 ST PAUL ST APT 2302, BALTIMORE, MD 21202 | DIRECTOR | 5 | $0 |
| LIANNE T HALES-DUGAN 21 ARROWCREST DRIVE, CROTON ON HUDSON, NY 10520 | DIRECTOR | 5 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERENCE HALES 408 W 57TH ST APT 9D, NEW YORK, NY 10019 | DIRECTOR | 10 | $69,882 |
| ALLISON M GHEEN 16 ROCKLEDGE AVENUE APT 5E2, OSSINING, NY 10562 | DIRECTOR | 10 | $69,882 |
| CAROLYN M WILSON 2101 WATERS EDGE DRIVE, WESTLAKE, OH 44145 | DIRECTOR | 10 | $69,822 |
| WILLIAM P HALES 1101 ST PAUL ST APT 2302, BALTIMORE, NY 21202 | DIRECTOR | 10 | $69,822 |
| ALICE HALES 1101 ST PAUL ST APT 2302, BALTIMORE, MD 21202 | DIRECTOR | 10 | $0 |
| LIANNE T HALES-DUGAN 21 ARROWCREST DRIVE, CROTON ON HUDSON, NY 10520 | DIRECTOR | 10 | $0 |
| THOMAS HALES JR 300 OCEAN AVENUE NORTH 6C, LONG BRANCH, NJ 07440 | DIRECTOR | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 1101 SAINT PAUL ST STE 2302, BALTIMORE, MD 21202-0902
- In care of
- % THOMAS E HALES
- Signed the 990-PF
- WILLIAM P HALES, DIRECTOR
- Phone
- (212) 605-3100
- Return prepared by
- PERELSON WEINER ACCOUNTANTS & ADVISORS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-3801701
- 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
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T207)
- Assets (IRS master file)
- $12,501,203
- Income (IRS master file)
- $2,365,569
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $533,245 | $906,932 | $12,501,203 | IRS |
| 990-PF | December 2024 | $4,842,601 | $805,928 | $12,874,890 | XML |
| 990-PF | December 2023 | $577,168 | $780,253 | $9,041,898 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 13-3801701).
Questions about HALES FAMILY FOUNDATION INC
- What is the EIN of HALES FAMILY FOUNDATION INC?
- The employer identification number (EIN) of HALES FAMILY FOUNDATION INC is 13-3801701.
- Is HALES FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to HALES FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HALES FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HALES FAMILY FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HALES FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HALES FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 5 received compensation from the organization, the highest $73,852 (CAROLYN M WILSON, DIRECTOR).
- How much revenue does HALES FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $533,245, expenses of $906,932 and total assets of $12,501,203 at year end.
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