Nonprofit · EIN 20-1687722
HALE FAMILY FOUNDATION
Tax-exempt · TULSA, OK 74137
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,289,338 | $1,022,328 | $2,267,010 | $23,277,690 | $1,005,194 | $22,272,496 |
| December 31, 2023 | 990 | $1,361,728 | $899,589 | $462,139 | $20,904,118 | $898,632 | $20,005,486 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $3,289,338
Expenses
- Grants and similar amounts paid
- $969,092
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,000
- Program services (functional)
- $1,005,189
- Management and general (functional)
- $17,139
Balance sheet and other
- Total assets, start of year
- $20,904,118
- Total assets, end of year
- $23,277,690
- Total liabilities, end of year
- $1,005,194
- Net assets, end of year
- $22,272,496
- Gross unrelated business income
- $365,020
- Gross receipts
- $3,289,338
- Employees
- 0
- Volunteers
- 5
- Year formed
- 2004
- State of legal domicile
- OK
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PHIL LAKIN JR | CHIEF EXECUTIVE OFFICER Trustee or director | 1 | $0 | $642,204 | $82,930 |
| KEVIN REDWINE | TCF CL DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID RAY | TCF CL DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN HALE | DONOR CL DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DEBORAH HALE | DONOR CL DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PHIL LAKIN JR | TCF CL DIRECTOR Trustee or director | 1 | $0 | $628,288 | $65,339 |
| KEVIN REDWINE | TCF CL DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID RAY | TCF CL DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN HALE | DONOR CL DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DEBORAH HALE | DONOR CL DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5030 E 101ST ST STE B, TULSA, OK 74137-5827
- In care of
- % JOHN H HALE
- Principal officer (990 for 2024)
- JOHN HALE, 5030 E 101ST STREET SUITE B, TULSA, OK 74137
- Signed the 990
- JOHN HALE, DIRECTOR
- Phone
- (918) 712-8487
- Return prepared by
- HOGANTAYLOR LLP
Mission
THIS CORPORATION IS ORGANIZED FOR THE SPECIFIC AND PRIMARY PURPOSE OF BENEFITTING, PERFORMING THE FUNCTIONS OF, OR CARRYING OUT THE PURPOSES OF THAT CLASS OF PUBLICLY SUPPORTED ORGANIZATIONS, INCLUDING TULSA COMMUNITY FOUNDATION THAT ARE DESCRIBED IN SECTIONS 501(C)(3) AND 509(A)(1) OR (2) OF THE INTERNAL REVENUE CODE AND THAT ENGAGE IN CHARITABLE ACTIVITIES WHICH ARE CONSISTENT WITH THE CHARITABLE PURPOSES OF TULSA COMMUNITY FOUNDATION.
Program accomplishments
- THE HALE FAMILY FOUNDATION IS A TYPE 1 SUPPORTING ORGANIZATION FOR THE TULSA COMMUNITY FOUNDATION (TCF)(A 501(C)(3) EXEMPT ORGANIZATION). ITS ACTIVITIES ARE TO MAKE DISTRIBUTIONS TO TCF FOR FURTHER DISTRIBUTION BY TCF TO OTHER CHARITABLE ORGANIZATIONS.Expenses $1,005,189 · grants $969,092
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-1687722
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99)
- Assets (IRS master file)
- $23,277,690
- Income (IRS master file)
- $3,289,338
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,289,338 | $1,022,328 | $23,277,690 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $1,361,728 | $899,589 | $20,904,118 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $1,532,936 | $1,103,296 | $20,607,906 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 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 20-1687722).
Questions about HALE FAMILY FOUNDATION
- What is the EIN of HALE FAMILY FOUNDATION?
- The employer identification number (EIN) of HALE FAMILY FOUNDATION is 20-1687722.
- Is HALE FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to HALE FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does HALE FAMILY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HALE FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HALE FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of HALE FAMILY FOUNDATION?
- The 990 for the year ended December 31, 2024 names JOHN HALE.
- Who are the officers and directors of HALE FAMILY FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does HALE FAMILY FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,289,338, expenses of $1,022,328 and total assets of $23,277,690 at year end.
Other nonprofits in TULSA
- GEORGE KAISER FAMILY FOUNDATION EIN 73-1574370 · last filed 990 for 2024
- TULSA COMMUNITY FOUNDATION EIN 73-1554474 · last filed 990 for 2024
- CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION EIN 73-1312965 · last filed 990-PF for 2024
- CROSSSEED INC EIN 99-3164735 · last filed 990 for 2024
- ASBJORNSON FOUNDATION EIN 73-1582633 · last filed 990-PF for 2024
- J A & LETA M CHAPMAN CHARITABLE TR EIN 73-6112228 · last filed 990 for 2024
- JOSEPH W CRAFT III FOUNDATION EIN 73-1514539 · last filed 990-PF for 2024
- WILLIAM K WARREN FOUNDATION EIN 73-0609599 · last filed 990-PF for 2024
All nonprofits in TULSA · Oklahoma · Philanthropy, voluntarism and grantmaking foundations