Nonprofit · EIN 20-0976212
HALE FAMILY FOUNDATION INC
Tax-exempt · NAPLES, FL 34108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $5,825 | $21,679 | -$15,854 | $137,287 | $0 | $137,287 |
| December 31, 2024 | 990-PF | $6,369 | $40,347 | -$33,978 | $153,141 | $0 | $153,141 |
| December 31, 2023 | 990-PF | $1,582 | $44,981 | -$43,399 | $187,119 | $0 | $187,119 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $6,376
- Net gain from sales of assets
- -$551
Expenses
- Grants and similar amounts paid
- $20,218
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $20,218
- Excise tax on investment income
- $68
Balance sheet and other
- Total assets, start of year
- $153,141
- Total assets, end of year
- $137,287
- Total liabilities, end of year
- $0
- Net assets, end of year
- $137,287
- Fair market value of assets
- $129,303
- Qualifying distributions
- $20,218
- Net investment income
- $6,376
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 |
|---|---|---|---|
| J JOSEPH HALE JR 704 TAMARIND CT, NAPLES, FL 34108 | PRESIDENT | 0 | $0 |
| LINDA DAYHUFF HALE 704 TAMARIND CT, NAPLES, FL 34108 | VICE PRESIDENT | 0 | $0 |
| BRITTEN WOODSIDE HALE 704 TAMARIND CT, NAPLES, FL 34108 | DIRECTOR | 0 | $0 |
| ANDREW GRANT HALE 704 TAMARIND CT, NAPLES, FL 34108 | DIRECTOR | 0 | $0 |
| KATHERINE HALE GRAMBLING 704 TAMARIND CT, NAPLES, FL 34108 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| J JOSEPH HALE JR 704 TAMARIND CT, NAPLES, FL 34108 | PRESIDENT | 0 | $0 |
| LINDA DAYHUFF HALE 704 TAMARIND CT, NAPLES, FL 34108 | VICE PRESIDENT | 0 | $0 |
| BRITTEN WOODSIDE HALE 704 TAMARIND CT, NAPLES, FL 34108 | DIRECTOR | 0 | $0 |
| ANDREW GRANT HALE 704 TAMARIND CT, NAPLES, FL 34108 | DIRECTOR | 0 | $0 |
| KATHERINE HALE GRAMBLING 704 TAMARIND CT, NAPLES, FL 34108 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| J JOSEPH HALE JR 704 TAMARIND CT, NAPLES, FL 34108 | PRESIDENT | 0 | $0 |
| LINDA DAYHUFF HALE 704 TAMARIND CT, NAPLES, FL 34108 | VICE PRESIDENT | 0 | $0 |
| BRITTEN WOODSIDE HALE 704 TAMARIND CT, NAPLES, FL 34108 | DIRECTOR | 0 | $0 |
| ANDREW GRANT HALE 704 TAMARIND CT, NAPLES, FL 34108 | DIRECTOR | 0 | $0 |
| KATHERINE HALE GRAMBLING 704 TAMARIND CT, NAPLES, FL 34108 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 704 TAMARIND CT, NAPLES, FL 34108-8260
- Signed the 990-PF
- J JOSEPH HALE JR, PRESIDENT
- Phone
- (513) 378-3300
- Return prepared by
- RICHARD E HENNESSEY
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
- 20-0976212
- 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
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $137,287
- Income (IRS master file)
- $201,047
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $5,825 | $21,679 | $137,287 | XML |
| 990-PF | December 2024 | $6,369 | $40,347 | $153,141 | XML |
| 990-PF | December 2023 | $1,582 | $44,981 | $187,119 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 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 20-0976212).
Questions about HALE FAMILY FOUNDATION INC
- What is the EIN of HALE FAMILY FOUNDATION INC?
- The employer identification number (EIN) of HALE FAMILY FOUNDATION INC is 20-0976212.
- Is HALE FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to HALE FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HALE FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HALE 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 HALE 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 HALE FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does HALE FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,825, expenses of $21,679 and total assets of $137,287 at year end.
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