Nonprofit · EIN 20-8864136
NEWELL D HALE FOUNDATION DATEDAPRIL 18 2007
Tax-exempt · POMFRET CTR, CT 06259
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $470,073 | $415,292 | $54,781 | $347,450 | $0 | $347,450 |
| December 31, 2024 | 990-PF | $264,289 | $242,884 | $21,405 | $292,669 | $0 | $292,669 |
| December 31, 2023 | 990-PF | $43,172 | $337,196 | -$294,024 | $239,829 | $0 | $239,829 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $450,765
- Net gain from sales of assets
- $19,308
Expenses
- Grants and similar amounts paid
- $406,549
- Disbursements for charitable purposes
- $415,292
- Excise tax on investment income
- $6,221
Balance sheet and other
- Total assets, start of year
- $292,669
- Total assets, end of year
- $347,450
- Total liabilities, end of year
- $0
- Net assets, end of year
- $347,450
- Fair market value of assets
- $539,284
- Qualifying distributions
- $415,292
- Net investment income
- $447,579
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 |
|---|---|---|---|
| Laurence N Hale II TRUSTEE 739 Pomfret Street, Pomfret Center, CT 06259 | Treasurer | 1 | $0 |
| Alice U Hale 507 Pomfret Street, Pomfret Center, CT 06259 | President | 1 | $0 |
| Monique Wolanin PO Box 252, Pomfret, CT 06258 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Laurence N Hale II Trustee 739 Pomfret Street, Pomfret Center, CT 06259 | Treasurer | 1 | $0 |
| Alice U Hale 507 Pomfret Street, Pomfret Center, CT 06259 | President | 1 | $0 |
| Monique Wolanin PO Box 252, Pomfret, CT 06258 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Laurence N Hale II Trustee 739 Pomfret Street, Pomfret Center, CT 06259 | Treasurer | 1 | $0 |
| Alice U Hale 507 Pomfret Street, Pomfret Center, CT 06259 | President | 1 | $0 |
| Monique Wolanin PO Box 252, Pomfret, CT 06258 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 697 POMFRET ST, POMFRET CTR, CT 06259-1124
- In care of
- % LAURENCE N HALE II
- Signed the 990-PF
- LAURENCE N HALE II TRUSTEE, Treasurer
- Phone
- (860) 928-2341
- Return prepared by
- Mark Makuch CPA LLC
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
- 20-8864136
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $347,450
- Income (IRS master file)
- $920,839
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $470,073 | $415,292 | $347,450 | IRS |
| 990-PF | December 2024 | $264,289 | $242,884 | $292,669 | IRS |
| 990-PF | December 2023 | $43,172 | $337,196 | $239,829 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 20-8864136).
Questions about NEWELL D HALE FOUNDATION DATEDAPRIL 18 2007
- What is the EIN of NEWELL D HALE FOUNDATION DATEDAPRIL 18 2007?
- The employer identification number (EIN) of NEWELL D HALE FOUNDATION DATEDAPRIL 18 2007 is 20-8864136.
- Is NEWELL D HALE FOUNDATION DATEDAPRIL 18 2007 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to NEWELL D HALE FOUNDATION DATEDAPRIL 18 2007 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NEWELL D HALE FOUNDATION DATEDAPRIL 18 2007 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NEWELL D HALE FOUNDATION DATEDAPRIL 18 2007 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 NEWELL D HALE FOUNDATION DATEDAPRIL 18 2007 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 NEWELL D HALE FOUNDATION DATEDAPRIL 18 2007?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does NEWELL D HALE FOUNDATION DATEDAPRIL 18 2007 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $470,073, expenses of $415,292 and total assets of $347,450 at year end.
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