Nonprofit · EIN 95-4480051
CHARLES S & CARMEN DE MORA HALE FOUNDATION
Tax-exempt · QUINCY, MA 02169
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $747,541 | $162,385 | $585,156 | $5,877,224 | $0 | $5,877,224 |
| June 30, 2024 | 990-PF | $290,684 | $263,466 | $27,218 | $5,292,068 | $0 | $5,292,068 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $189,287
- Interest
- $12,816
- Net gain from sales of assets
- $545,438
Expenses
- Grants and similar amounts paid
- $140,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $140,000
- Excise tax on investment income
- $10,391
Balance sheet and other
- Total assets, start of year
- $5,292,068
- Total assets, end of year
- $5,877,224
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,877,224
- Fair market value of assets
- $6,215,157
- Qualifying distributions
- $140,000
- Net investment income
- $747,541
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Charles M Hale 33 Lyall Mews, London England, UK | President | 0.5 | $0 |
| Martin M Hale 40 Willow Place, Brooklyn, NY 11201 | Treasurer | 0.5 | $0 |
| Charles C Hale 139 E 63rd Street, New York, NY 10065 | Secretary | 0.5 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Charles M Hale 33 Lyall Mews, London England, UK | President | 0.5 | $0 |
| Martin M Hale 40 Willow Place, Brooklyn, NY 11201 | Treasurer | 0.5 | $0 |
| Charles C Hale 139 E 63rd Street, New York, NY 10065 | Secretary | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 21 MAYOR THOMAS MCGRATH HWY 204, QUINCY, MA 02169-0000
- In care of
- % MARTIN HALE
- Signed the 990-PF
- Charles M Hale, President
- Phone
- (617) 261-9800
- Return prepared by
- Gene O'Neill & Company
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 95-4480051
- 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
- 1994
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $5,877,224
- Income (IRS master file)
- $747,541
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $747,541 | $162,385 | $5,877,224 | XML |
| 990-PF | June 2024 | $290,684 | $263,466 | $5,292,068 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 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 95-4480051).
Questions about CHARLES S & CARMEN DE MORA HALE FOUNDATION
- What is the EIN of CHARLES S & CARMEN DE MORA HALE FOUNDATION?
- The employer identification number (EIN) of CHARLES S & CARMEN DE MORA HALE FOUNDATION is 95-4480051.
- Is CHARLES S & CARMEN DE MORA HALE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to CHARLES S & CARMEN DE MORA HALE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES S & CARMEN DE MORA HALE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES S & CARMEN DE MORA HALE FOUNDATION 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 CHARLES S & CARMEN DE MORA HALE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of CHARLES S & CARMEN DE MORA HALE FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does CHARLES S & CARMEN DE MORA HALE FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $747,541, expenses of $162,385 and total assets of $5,877,224 at year end.
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