Nonprofit · EIN 94-3116561
THE HALE FUND
Tax-exempt · BOLINAS, CA 94924
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $335,015 | $783,100 | -$448,085 | $5,293,247 | $4,675 | $5,288,572 |
| June 30, 2024 | 990 | $184,507 | $178,100 | $6,407 | $5,731,883 | $82,586 | $5,649,297 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $79,550
- Program service revenue
- $0
- Investment income
- $255,465
- Net gain from sales of assets
- $141,342
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $780,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $3,000
- Program services (functional)
- $780,000
- Management and general (functional)
- $3,100
Balance sheet and other
- Total assets, start of year
- $5,731,883
- Total assets, end of year
- $5,293,247
- Total liabilities, end of year
- $4,675
- Net assets, end of year
- $5,288,572
- Publicly traded securities
- $4,803,742
- Net assets without donor restrictions
- $5,288,572
- Gross receipts
- $2,414,507
- Employees
- 0
- Volunteers
- 2
- Year formed
- 1990
- State of legal domicile
- CA
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| OREN SLOZBERG | President Trustee or director, Officer | 2 | $0 | $205,357 | $47,029 |
| VANESSA MARCOTTE | HEAD OF FINANCE | 2 | $0 | $202,417 | $13,649 |
| ARLENE ALLSMAN | COO | 2 | $0 | $178,822 | $36,022 |
| SUSAN M GREYLOCK-YUSEM | HEAD OF STRATEGY | 1 | $0 | $141,312 | $18,476 |
| CATHERINE DODD | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STEVEN BOOKOFF | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| OREN SLOZBERG | President Trustee or director, Officer | 2 | $0 | $200,651 | $42,339 |
| VANESSA MARCOTTE | FINANCE DIRECTOR | 2 | $0 | $194,672 | $13,104 |
| ARLENE ALLSMAN | COO | 2 | $0 | $173,529 | $33,178 |
| CATHERINE DODD | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STEVEN BOOKOFF | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 601, BOLINAS, CA 94924-0601
- In care of
- % COMMONWEAL
- Signed the 990
- Vanessa Marcotte, HEAD OF FINANCE
- Phone
- (415) 868-0970
- Return prepared by
- BREGANTE COMPANY LLP CPAS
Mission
BENEFIT AND SUPPORT OTHER NON-PROFIT PUBLIC CHARITIES, INCLUDING COMMONWEAL.
Program accomplishments
- GRANT TO COMMONWEAL FOR PROGRAM AND GENERAL SUPPORT.Expenses $780,000 · grants $780,000
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-3116561
- 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
- 1990
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,293,247
- Income (IRS master file)
- $2,414,507
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $411,721 | $84,613 | $5,288,754 | IRS |
| 990 | June 2022 | $712,232 | $3,110 | $4,753,612 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about THE HALE FUND
- What is the EIN of THE HALE FUND?
- The employer identification number (EIN) of THE HALE FUND is 94-3116561.
- Is THE HALE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to THE HALE FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does THE HALE FUND 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 THE HALE FUND 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 THE HALE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of THE HALE FUND?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does THE HALE FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $335,015, expenses of $783,100 and total assets of $5,293,247 at year end.
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