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Nonprofiteer
← THE HALE FUND

Form 990 for tax year 2024

Filed by THE HALE FUND.

Totals

Total revenue
$335,015
Total expenses
$783,100
Contributions and grants received
$79,550
Grants paid
$780,000
Program services expenses (Part IX)
$780,000
Management and general expenses
$3,100
Fundraising expenses
$0
Program service expenses (Part III)
$780,000

Program services were 99.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • OREN SLOZBERG

    President

    Total calculated
    $252,386
    From this org
    $0
    From related orgs
    $205,357
    Other
    $47,029
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $205,357 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $11,381 related
    Nontaxable benefits
    not reported + $35,648 related
    Filer's total
    not reported + $252,386 related

  • VANESSA MARCOTTE

    HEAD OF FINANCE

    Total calculated
    $216,066
    From this org
    $0
    From related orgs
    $202,417
    Other
    $13,649
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $202,417 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $10,281 related
    Nontaxable benefits
    not reported + $3,368 related
    Filer's total
    not reported + $216,066 related

  • ARLENE ALLSMAN

    COO

    Total calculated
    $214,844
    From this org
    $0
    From related orgs
    $178,822
    Other
    $36,022
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $178,822 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $9,436 related
    Nontaxable benefits
    not reported + $26,586 related
    Filer's total
    not reported + $214,844 related

  • SUSAN M GREYLOCK-YUSEM

    HEAD OF STRATEGY

    Total calculated
    $159,788
    From this org
    $0
    From related orgs
    $141,312
    Other
    $18,476
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $141,312 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $3,689 related
    Nontaxable benefits
    not reported + $14,787 related
    Filer's total
    not reported + $159,788 related

  • CATHERINE DODD

    Secretary

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • STEVEN BOOKOFF

    Treasurer

    Total calculated
    $0
    Hours/week
    1 + 1 related

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

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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

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
20 March 2025
IRS schema version
2024v5.2
Source object
202640809349300324

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