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Nonprofiteer
← HALE FAMILY FOUNDATION

Form 990 for tax year 2024

Filed by HALE FAMILY FOUNDATION.

Totals

Total revenue
$3,289,338
Total expenses
$1,022,328
Contributions and grants received
$0
Grants paid
$969,092
Program services expenses (Part IX)
$1,005,189
Management and general expenses
$17,139
Fundraising expenses
$0
Program service expenses (Part III)
$1,005,189

Program services were 98.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • PHIL LAKIN JR

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $725,134
    From this org
    $0
    From related orgs
    $642,204
    Other
    $82,930
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $536,867 related
    Bonus
    $0 + $70,000 related
    Other
    $0 + $35,337 related
    Deferred
    $0 + $56,967 related
    Nontaxable benefits
    $0 + $25,963 related
    Filer's total
    $0 + $725,134 related

  • KEVIN REDWINE

    TCF CL DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID RAY

    TCF CL DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN HALE

    DONOR CL DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DEBORAH HALE

    DONOR CL DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 3
HALE FAMILY FOUNDATION'S SUPPORTED ORGANIZATION, TULSA COMMUNITY FOUNDATION (TCF), USED THE FOLLOWING TO ESTABLISH THE COMPENSATION OF TCF'S EXECUTIVE DIRECTOR, PHILLIP LAKIN, JR: COMPENSATION COMMITTEE; FORM 990 OF OTHER ORGANIZATIONS; COMPENSATION SURVEY STUDY; APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.2
Source object
202523219349325387

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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