The Hale Fund is located in Bolinas, CA. The organization was established in 1990. According to its NTEE Classification (E12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Health Care and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Hale Fund is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Hale Fund generated $712.2k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 48.2% each year . All expenses for the organization totaled $3.1k during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
BENEFIT AND SUPPORT OTHER NON-PROFIT PUBLIC CHARITIES, INCLUDING COMMONWEAL, WHICH CONTRIBUTE TO THE HEALTH OF INDIVIDUALS, PUBLIC HEALTH AND GLOBAL ENVIRONMENT.
Describe the Organization's Program Activity:
Part 3 - Line 4a
GRANT TO COMMONWEAL FOR GENERAL SUPPORT
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Catherine Dodd Secretary | OfficerTrustee | 1 | $0 |
Oren Slozberg President | OfficerTrustee | 2 | $0 |
Steven Bookoff Treasurer | OfficerTrustee | 1 | $0 |
Vanessa Marcotte Finance Director | 2 | $0 | |
Arlene Allsman COO | 2 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $501,888 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $501,888 |
Total Program Service Revenue | $0 |
Investment income | $66,092 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $144,252 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $712,232 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $0 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $0 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $0 |
Payroll taxes | $0 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $3,000 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $0 |
Advertising and promotion | $0 |
Office expenses | $0 |
Information technology | $0 |
Royalties | $0 |
Occupancy | $0 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $0 |
Insurance | $0 |
All other expenses | $0 |
Total functional expenses | $3,110 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $0 |
Savings and temporary cash investments | $18,949 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $0 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $0 |
Net Land, buildings, and equipment | $0 |
Investments—publicly traded securities | $3,650,358 |
Investments—other securities | $1,074,031 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $10,274 |
Total assets | $4,753,612 |
Accounts payable and accrued expenses | $3,469 |
Grants payable | $0 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $240,000 |
Total liabilities | $243,469 |
Net assets without donor restrictions | $4,095,143 |
Net assets with donor restrictions | $415,000 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $4,753,612 |
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---|---|---|
Childrens Healthcare Of California Orange, CA | $509,065,328 | $34,175,929 |
Healthcare Transitional Funding Corp Glendale, AZ | $463,333 | $25,480 |
Community Clinics Health Network San Diego, CA | $1,366,120 | $5,859,898 |
Health First Foundation-Northern Arizona Flagstaff, AZ | $53,020,022 | $5,292,258 |
Legacy Health Endowment Turlock, CA | $0 | $3,113,073 |
Oregon Rural Health Initiative Portland, OR | $7,029,575 | $4,022,932 |
Beyond Type1 San Mateo, CA | $30,549,065 | $31,598,966 |
Dignity Health Foundation San Francisco, CA | $14,808,045 | $3,116,398 |
1800 Harrison Foundation Oakland, CA | $99,963,163 | $3,526,957 |
Sutter Roseville Medical Center Foundation Sacramento, CA | $6,503,666 | $2,319,842 |
Victoria Project Inc Santa Barbara, CA | $23,587 | $2,203,083 |
Sisters Of St Joseph Healthcare Foundation Orange, CA | $43,895,728 | $27,200 |