STRATEGY STUDIO / PUBLIC DATA EXPLORER

HALE FAMILY FOUNDATION

Cite this

Plain text HALE FAMILY FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2014–2024. https://strategystudio.org/org/463829554. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). HALE FAMILY FOUNDATION [Nonprofit organization profile; tax years 2014–2024]. Retrieved October 20, 2026, from https://strategystudio.org/org/463829554

MLA “HALE FAMILY FOUNDATION.” Strategy Studio, tax years 2014–2024, https://strategystudio.org/org/463829554. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2014–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990PF · revenue $2.4M · expenses $110K · assets $4.4M

EIN
46-3829554
Address
9204 HEYDON HALL CIR, CHARLOTTE, NC 28210-6063
NTEE code
P99
Subsection
501(c)(3)
Ruling year
2014
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 2 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

2 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Steven A Hale II Chairman2014-2024 1 $0 reported 1
Jennifer Hale MD President2014-2024 1 $0 reported 1

People by year

2024 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Steven A Hale II Chairman1 $0-- $01
Jennifer Hale MD President1 $0-- $01
2023 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Steven A Hale II Chairman1 $0-- $01
Jennifer Hale MD President1 $0-- $01
2022 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Steven A Hale II Chairman0 $0-- $01
Jennifer Hale MD President0 $0-- $01
2021 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Steven A Hale II President0 $0-- $01
Jennifer Hale MD Chairman0 $0-- $01
2020 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEVEN A HALE II PRESIDENT0 $0-$0 $01
JENNIFER HALE MD CHAIRMAN & S0 $0-$0 $01
2019 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEVEN A HALE II PRESIDENT0 $0-$0 $01
JENNIFER HALE MD CHAIRMAN & S0 $0-$0 $01
2016 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEVEN A HALE II PRESIDENT2 $0-$0 $01
JENNIFER HALE MD CHAIRMAN & S2 $0-$0 $01
2014 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEVEN A HALE II PRESIDENT & CEO2 $0-$0 $01
JENNIFER HALE MD CHAIRMAN2 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 0 grants to organizations · $0 · 12 grants to individuals · $98K
2023 · 0 grants to organizations · $0 · 7 grants to individuals · $42K
2022 · 0 grants to organizations · $0 · 8 grants to individuals · $85K
2021 · 0 grants to organizations · $0 · 7 grants to individuals · $70K
2020 · 3 grants to organizations · $40K
2019 · 3 grants to organizations · $46K
2016 · 7 grants to organizations · $48K
2014 · 4 grants to organizations · $6K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2024 · 1 contributor · $1.6M
#ContributorTypeCity, stateTotalNoncashSource
1 Steven A Hale II Jennifer Hale Person Charlotte, NC $1,639,375- Form 990PF Sch. B, 2024 · filing
2023 · 2 contributors · $1.2M
#ContributorTypeCity, stateTotalNoncashSource
1 Steven A Hale II Jennifer Hale Person Charlotte, NC $933,880- Form 990PF Sch. B, 2023 · filing
2 Steven A Hale II Jennifer Hale Person Charlotte, NC $286,246$286,246 Form 990PF Sch. B, 2023 · filing
2022 · 6 contributors · $484K
#ContributorTypeCity, stateTotalNoncashSource
2 Steven A Hale II Jennifer Hale Person Charlotte, NC $319,245$319,245 Form 990PF Sch. B, 2022 · filing
1 Steven A Hale II Jennifer Hale Person Charlotte, NC $82,244- Form 990PF Sch. B, 2022 · filing
3 Steven A Hale II Jennifer Hale Person Charlotte, NC $35,709$35,709 Form 990PF Sch. B, 2022 · filing
5 Steven A Hale II Jennifer Hale Person Charlotte, NC $27,656$27,656 Form 990PF Sch. B, 2022 · filing
4 Steven A Hale II Jennifer Hale Person Charlotte, NC $10,982$10,982 Form 990PF Sch. B, 2022 · filing
6 Steven A Hale II Jennifer Hale Person Charlotte, NC $8,286$8,286 Form 990PF Sch. B, 2022 · filing
2021 · 1 contributor · $75K
#ContributorTypeCity, stateTotalNoncashSource
1 Steven A Hale II Jennifer Hale Person Charlotte, NC $75,281- Form 990PF Sch. B, 2021 · filing
2020 · 1 contributor · $42K
#ContributorTypeCity, stateTotalNoncashSource
1 STEVEN A HALE II Person CHARLOTTE, NC $42,000- Form 990PF Sch. B, 2020 · filing
2019 · 1 contributor · $20K
#ContributorTypeCity, stateTotalNoncashSource
1 STEVEN A HALE II Person CHARLOTTE, NC $19,563- Form 990PF Sch. B, 2019 · filing
2016 · 1 contributor · $152K
#ContributorTypeCity, stateTotalNoncashSource
1 STEVEN A HALE II Person CHARLOTTE, NC $151,800- Form 990PF Sch. B, 2016 · filing
2014 · 1 contributor · $5K
#ContributorTypeCity, stateTotalNoncashSource
1 STEVEN A HALE DR JENNIFER HALE Person CHARLOTTE, NC $5,117- Form 990PF Sch. B, 2014 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$2,356,873$110,319 $4,403,897$4,403,897 $1,639,375- ---
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$1,293,877$48,526 $2,157,030$2,157,030 $1,220,126- ---
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$95,650$87,226 $898,481$898,481 $82,244- ---
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$89,999$71,783 $485,751$485,751 $75,281- ---
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$146,738$40,028 $432,654$432,654 $42,000- ---
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$32,860$46,427 $415,904$415,904 $19,563- ---
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$193,294$54,197 $352,665$352,665 $151,800- ---
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$11,498$9,683 $104,328$104,328 $5,117- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
KELLIN FOUNDATIONNCP99 $2,466,764$1,700,740 PRESIDENT AND CEO$146,256 Same NTEE code P99, revenue within 2x, same state
GATEWAY WELLNESS FOUNDATIONNCP99 $3,359,968$2,263,630 FORMER PRESIDENT$124,019 Same NTEE code P99, revenue within 2x, same state
REFUGEE SUPPORT SERVICES OF THECAROLINAS INCNCP99 $1,506,987$1,457,875 EXECUTIVE DIRECTOR$52,500 Same NTEE code P99, revenue within 2x, same state
MEIGS FAMILY FOUNDATIONPAP99 $3,699,723$813,671 Trustee$0 Same NTEE code P99, revenue within 2x, similar name
GRABOYS FAMILY FOUNDATIONILP99 $1,445,387$150 PRESIDENT$0 Same NTEE code P99, revenue within 2x, similar name
EL-GAMAL FAMILY FOUNDATIONDEP99 $2,457,219$228,373 VP$0 Same NTEE code P99, revenue within 2x, similar name
BARTZ MARR FAMILY FOUNDATIONCAP99 $1,998,817$653,168 PRESIDENT$0 Same NTEE code P99, revenue within 2x, similar name
MANU FOUNDATIONNVP99 $2,323,000$620,460 DIRECTOR$0 Same NTEE code P99, revenue within 2x, similar name
SPOON FOUNDATIONORP99 $1,256,771$1,225,540 CO-FOUNDER, TRUSTEE, & EXECUTIVE DIRECTOR$119,939 Same NTEE code P99, revenue within 2x, similar name
ABILITY FOUNDATIONUTP99 $3,453,636$3,483,558 PRESIDENT$88,740 Same NTEE code P99, revenue within 2x
MEANING FOUNDATIONUTP99 $1,601,655$1,489,121 Chief Executive Officer$0 Same NTEE code P99, revenue within 2x
THE KINDERSMILE FOUNDATIONNJP99 $3,878,286$3,417,363 CEO/DENTIST$285,342 Same NTEE code P99, revenue within 2x
THE HILL ART FOUNDATIONNYP99 $1,750,009$2,677,524 EXECUTIVE DIRECTOR$220,477 Same NTEE code P99, revenue within 2x
STAIRSTEP FOUNDATIONMNP99 $2,759,475$2,000,200 President and CEO$115,600 Same NTEE code P99, revenue within 2x
GROWLEADER FOUNDATIONALP99 $2,413,827$1,603,119 CHAIRMAN$0 Same NTEE code P99, revenue within 2x
JIMMY RANE FOUNDATIONALP99 $2,847,729$1,981,719 PRESIDENT/DIRECTOR$0 Same NTEE code P99, revenue within 2x
SHIELD FOUNDATION INCINP99 $1,508,000$879,885 CEO/TREASURER$344,502 Same NTEE code P99, revenue within 2x
MIRACLE OF HOPE FOUNDATION INCTNP99 $2,285,764$371,258 CEO/ ED$55,800 Same NTEE code P99, revenue within 2x
OTTER CARES FOUNDATIONCOP99 $2,676,676$1,489,765 Executive Dir$173,019 Same NTEE code P99, revenue within 2x
RICHARD W HOTES FOUNDATIONWAP99 $1,573,871$2,485,886 EMPLOYEE$150,831 Same NTEE code P99, revenue within 2x
ECHO VALLEY FOUNDATIONWAP99 $3,751,401$3,012,450 PRESIDENT$0 Same NTEE code P99, revenue within 2x
JACOBIN FOUNDATION LTDNYP99 $4,135,382$4,205,647 VICE PRESIDENT$105,034 Same NTEE code P99, revenue within 2x
EDRIS CHARITABLE FOUNDATIONDEP99 $1,357,973$2,200,992 Treas, VP$0 Same NTEE code P99, revenue within 2x
SHIRIN EBADI FOUNDATIONMIP99 $2,468,173$2,052,267 DIRECTOR$0 Same NTEE code P99, revenue within 2x
METROPOLITAN FOUNDATIONMIP99 $3,449,511$4,740,217 DIRECTOR$839,234 Same NTEE code P99, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$7,228,568114 342016–2024 PEOPLES FUND; TOMMYS PLACE FOUNDATION INC; HFE SHARE IT FORWARD INC; VIETNAM HEALTH EDUCATION & LITERATURE PROJECTS and 30 more
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$6,390,10271 202019–2024 AMERICAN TELUGU ASSOCIATION; VIETNAM HEALTH EDUCATION & LITERATURE PROJECTS; SHIRIN EBADI FOUNDATION; NAMI WASHINGTON and 16 more
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$6,005,15019 82017–2024 AUTISM PARTNERSHIP FOUNDATION; SPOON FOUNDATION; MEANING FOUNDATION; INSIDE-OUTSIDE CIRCLE FOUNDATION and 4 more
MERLE SELFON MEMORIAL FUND CHARITABLE TR Private foundation$5,100,73412 12014–2025 LANCASTER COUNTY FOUNDATION
DOGWOOD HEALTH TRUST Private foundation$4,552,77519 12020–2024 GATEWAY WELLNESS FOUNDATION
WALTON FAMILY FOUNDATION INC Private foundation$3,650,0005 12021–2024 NATIONAL PARENTS UNION INC
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$3,154,08983 202012–2024 HFE SHARE IT FORWARD INC; UNITING HOPE FOR CHILDREN INC; HOPE FOR JUSTICE INC; MY FATHERS ARROWS INC and 16 more
FORGOOD INC DAF sponsor$2,954,32463 142010–2024 PEOPLES FUND; HOPE AND A FUTURE INC; SPOON FOUNDATION; PEOPLES HARM REDUCTION ALLIANCE and 10 more
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$2,930,61115 72012–2024 NATIONAL PARENTS UNION INC; VIETNAM HEALTH EDUCATION & LITERATURE PROJECTS; FOUNDATION FOR INSPIRATION & RECOGNITION SCIENCE & TECHNOLOGY I; MY FATHERS ARROWS INC and 3 more
DONOR ADVISED CHARITABLE GIVING DAF sponsor$2,806,69596 272014–2024 SPOON FOUNDATION; AUTISM PARTNERSHIP FOUNDATION; JACOBIN FOUNDATION LTD; VIETNAM HEALTH EDUCATION & LITERATURE PROJECTS and 23 more
WING SHADOW FOUNDATION Private foundation$2,748,2052 12023–2024 FRONTLINES INTERNATIONAL OPERATIONS INC
LILLY ENDOWMENT INC Private foundation$2,481,56613 22020–2025 MARION COUNTY COMMISSION ON YOUTH INC; ONE COMMUNITY ONE FAMILY INC
MICHAEL & SUSAN DELL FOUNDATION Private foundation$2,163,9214 12021–2023 NATIONAL SCHOLARSHIP PROVIDERS ASSOCIATION
CHURCH FAMILY FOUNDATION INC Private foundation$1,591,6354 12022–2025 GLOBAL HUMANITARIAN MISSION INC
NATIONAL PHILANTHROPIC TR DAF sponsor$1,587,10043 152014–2024 NATIONAL PARENTS UNION INC; VAIL VETERANS FOUNDATION INC; HFE SHARE IT FORWARD INC; STAIRSTEP FOUNDATION and 11 more

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $110,319 spent · pay $0 · grants $97,730 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $97,730 88.6%
Other expenses $7,889 7.2%
Fees: accounting $4,700 4.3%
Total$110,319100%

View the filing

2023 · Form 990PF · $48,526 spent · pay $0 · grants $42,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $42,000 86.6%
Other expenses $3,410 7.0%
Taxes $1,616 3.3%
Fees: accounting $1,500 3.1%
Total$48,526100%

View the filing

2022 · Form 990PF · $87,226 spent · pay $0 · grants $84,875 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $84,875 97.3%
Other expenses $2,301 2.6%
Taxes $50 0.1%
Total$87,226100%

View the filing

2021 · Form 990PF · $71,783 spent · pay $0 · grants $70,200 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $70,200 97.8%
Other expenses $1,583 2.2%
Total$71,783100%

View the filing

2020 · Form 990PF · $40,028 spent · pay $0 · grants $39,600 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $39,600 98.9%
Other expenses $428 1.1%
Total$40,028100%

View the filing

2019 · Form 990PF · $46,427 spent · pay $0 · grants $45,750 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $45,750 98.5%
Other expenses $677 1.5%
Total$46,427100%

View the filing

2016 · Form 990PF · $54,197 spent · pay $0 · grants $47,929 · events $4,273
LineAs describedTotalShare
Contributions, gifts, grants paid $47,929 88.4%
Travel, conferences and meetings $4,273 7.9%
Other expenses $1,995 3.7%
Total$54,197100%

View the filing

2014 · Form 990PF · $9,683 spent · pay $0 · grants $6,200 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $6,200 64.0%
Fees: legal $2,212 22.8%
Fees: accounting $775 8.0%
Other expenses $496 5.1%
Total$9,683100%

View the filing