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· Private foundation

Charles Hale & Kaaren Hale Family Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$86k
Granted FY2025still arriving
20
Grants FY2025still arriving
8
States reached
$35k
Largest
01What you fund
0170% classified

What you funded, over time

Every grant clustered by its grantee’s IRS cause code (NTEE), by year — across FY20182025.

Arts & Culture$315kPhilanthropy$70kInternational$62kEnvironment$53kHealth$37kEducation$10kHousing & Shelter$6kAnimals$5kRecreation & Sports$4kOther$250k
02FY2025 · 20 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2025

  • Under $10k18 grants · $41k
  • $10k–50k2 grants · $45k
$1,000
Median grant
8
States reached
$1.5M
Total assets
Largest grants
RecipientAmount
SOCIETY OF THE FOUR ART$35,000
ARTISTS ASSOCIATION OF NANTUCKET$10,000
NANTUCKET HISTORICAL ASSOCIATION$9,700
WOMENS DONORS NETWORK$5,000
PRESERVATION FOUNDATION OF PALM BEACH$5,000
COOLIDGE CORNER THEATRE$5,000
CORPORATE ACCOUNTABILITY$5,000
SUSTAINABLE NANTUCKET$1,700
ARTBARN COMMUNITY THEATER$1,500
Individual grant recipient$1,000
Individual grant recipient$1,000
BROOKLINE INNOVATION FUND$1,000
SAVE THE CHILDREN$1,000
GREENROOTS INC$1,000
TRUSTEES OF RESERVATIONS$1,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY23–25, $2k) land where the poverty rate runs at 9%, against an area that typically sits at 8%. 25% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.

area typical 8%METROWEST WOMENS FND: $500 → 8%METROWEST WOMENS FND: $500 → 8%POSSIBILITY LABS: $500 → 10%METROWEST WOMENS FND: $500 → 8%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

Which US states your grants reach

VT
NH
MI
NY
MA
NJ
CT
CA
CO
VA
DC
FL

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

04

Where the work is directed

The same grants, placed two ways — where each recipient sits, and where its stated purpose earmarks the money.

About 10% of Charles Hale & Kaaren Hale Family Foundation’s grant dollars are earmarked, by their stated purpose, for a different county than the recipient’s own address — money that lands at a nonprofit in one place but is meant to do its work in another.

Charles Hale & Kaaren Hale Family Foundationlessmore of its giving
Placed by recipient address · 5.0% directed abroad (not shown)

Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the foundation’s own 990 grant descriptions.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

84%of every dollar goes to organizations you’ve funded before.
$612k · 34 repeat orgs$120k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +40% since the first grant, against +14% for the ones you funded once.

34 repeat relationships — 14 still active in FY2025, 20 since wound down; 6 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

34
37

Total granted

$612k
$116k

Median revenue growth · since first grant

+40%
+14%

Still filing today

59%
32%

New vs renewed · share of each year

In FY2025, 95% of grant dollars renewed an existing relationship; $5k went to new ones.

50%100%’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23’24’25
Arts & CultureEnvironmentInternationalEducationHealthHuman ServicesOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • TS
    The Society of the Four Arts Inc
    4× · 2020–2025 · $89k · revenue ×11
  • AA
    ARTISTS ASSOCIATION OF NANTUCKET INC
    8× · 2018–2025 · $68k · revenue +40%
  • NH
    NANTUCKET HISTORICAL ASSOCIATION
    8× · 2018–2025 · $61k · revenue +178%

Funded once

  • IG
    Individual grant recipient
    one grant, 2020 · $25k
  • CH
    CHATHAM HOUSE FOUNDATION
    one grant, 2022 · $18k
  • TW
    THEATER WORKSHOP OF NANTUCKET
    one grant, 2024 · $10k

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Nantucket Conservation Foundation Inc

The nantucket conservation foundation owns, protects, and stewards over 9,000 acres of land and coastal shoreline, conserves nantucket's rare and significant natural resources, and engages in impactful ecological research to inform…

Environment
2
Native Plant Trust Inc

The organization's mission is to conserve and promote new england's native plants to ensure healthy, biologically diverse landscapes.

Environment
3
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

4
Boston Harbor Now Inc

Our mission is to ensure that the people of greater boston benefit from a vibrant, resilient, and inclusive waterfront, harbor, and islands; these spaces are equitable, accessible, and adapted to climate change; and to ensure our public,…

Environment
5
Npr Foundation

The npr foundation ("foundation") is organized and operated exclusively for the benefit of its sole supported organization, national public radio, inc. ("npr inc."). the foundation supports npr inc. through various activities such as…

6
National Public Radio Inc

National public radio, inc. ("npr") works collaboratively with member public radio station licensees ("member stations") to create a more informed public, one that is challenged and invigorated by a deeper understanding and appreciation of…

Arts & Culture
7
Preserve Rhode Island

Preserve ri's vision is a future where historic preservation creates positive change, making our diverse cultures, the environment, and the economy better for the people who live, visit and work in rhode island. preserve ri's mission is to…

Arts & Culture
8
Bartlett Arboretum Association Inc

To cultivate and develop an expansive collection of trees, gardens, and plants for all to explore, enjoy and study; and to provide through education and stewardship, a greener, healthier, more beautiful environment.

Environment
9
Alliance to Protect Nantucket Sound Inc

The alliance to protect nantucket sound is a 501(c)(3) non-profit environmental organization dedicated to the permanent preservation of nantucket sound, the historic body of water that lies between cape cod, martha's vineyard, and…

Environment
10
Aquidneck Island Land Trust

To preserve and steward aquidneck island's open spaces for the lasting benefit of the community while connecting people with the land that defines the island's natural character.

Environment
11
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

12
Harvard Conservation Trust

To preserve the unique character and natural resources of harvard.

Environment

For reference, the grantee most central to the portfolio’s shape is The Trustees of Reservations and the most unlike its peers is Randolph Mountain Club. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

← shrinkinggrowing →↓ leaning in → pulling backsteadyGovernment Accountability R…Urban Agriculture & Food Ac…Food Pantries & AssistanceCommunity FoundationsLand Conservation Organizat…Christian Youth CampsCommunity Arts OrganizationsIndependent K-8 SchoolsFaith-Based Liberal Arts Co…Public Library Support
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 46 years old; the field is 16. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number22%3%<5yr14%5%5–10yr19%18%10–20yr16%13%20–35yr13%26%35–55yr16%36%55yr+
THE FIELDby orgYOUR MONEYby value22%1%<5yr14%0%5–10yr19%9%10–20yr16%13%20–35yr13%22%35–55yr16%55%55yr+

The field is 22% startups (under 5 years old) — 3% of your grantees by number, and just 1% of your money.

Closures · last 5 years

The orgs you fund almost never close 0.0% lost their exemption, against 13% of the field you don’t fund.

orgs you fund
0.0%0/42
the rest of the field
13%
240,396/1,819,523

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

05the grantee network

42 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 42 of the 81 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
9
Early backer (in before they grew)
42/42
Grantees still filing
26/42
Grew since you first funded

Where your money sits — by cause, then by grantee

The Society of the Four Arts Inc — $89,000 · Arts & CultureThe Society of the Four Arts IncARTISTS ASSOCIATION OF NANTUCKET INC — $68,300 · Arts & CultureARTISTS ASSOCIATION OF NANTUCKET INCNANTUCKET HISTORICAL ASSOCIATION — $61,430 · Arts & CultureNANTUCKET HISTORICAL ASSOCIATIONAMERICAN FRIENDS OF COVENT GARDEN THE ROYAL BALLET INC — $43,450 · Arts & CultureAMERICAN FRIENDS OF COVENT GARDEN THE ROYAL…The Preservation Foundation of Palm Beach Inc — $14,700 · Arts & CultureARTBARN COMMUNITY THEATER INC — $14,000 · Arts & CultureWHITE HERON THEATER COMPANY — $11,400 · Arts & Culture+4 more — $12,500 · Arts & CultureNANTUCKET ATHENEUM INC — $47,690 · OtherNANTUCKET ATHENEUM INCIndividual grant recipient — $25,000 · OtherIndividual grant recipientWOMENS DONORS NETWORK — $22,900 · OtherWOMENS DONORS NETWORKAMERICAN FRIENDS OF THE V&A — $20,600 · OtherAMERICAN FRIENDS OF THE V&ACHATHAM HOUSE FOUNDATION — $18,000 · OtherCHATHAM HOUSE FOUNDATIONCOOLIDGE CORNER THEATRE — $10,000 · OtherTHEATER WORKSHOP OF NANTUCKET — $10,000 · Other+43 more — $110,077 · Other+43 moreCHARITIES AID FOUNDATION AMERICA — $63,000 · PhilanthropyCHARITIES…TIDES FOUNDATION — $5,000 · PhilanthropyTIDES FOU…+2 more — $1,500 · PhilanthropyTHE CHATHAM HOUSE FOUNDATION INC — $45,750 · InternationalMYRIAD USA INC — $9,700 · InternationalZero Line Logistics — $5,000 · International+2 more — $1,500 · InternationalInfact DBA Corporate Accountability — $47,500 · EnvironmentNANTUCKET LAND & WATER COUNCIL INC — $2,000 · Environment+4 more — $3,500 · EnvironmentHOPE FOR DEPRESSION RESEARCH FOUNDATION — $34,434 · HealthFOUNTAIN HOUSE INC — $3,000 · HealthThe Trustees of Princeton University — $6,500 · EducationPARK SCHOOL CORPORATION — $2,000 · EducationBROOKLINE EDUCATION FOUNDATION — $1,500 · Education
Arts & Culture$314,780Other$264,267Philanthropy$69,500International$61,950Environment$53,000Health$37,434Education$10,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetThe Society of the Four Arts Inc — $89,000 over 4y, 0.2% of budgetARTISTS ASSOCIATION OF NANTUCKET INC — $68,300 over 8y, 0.8% of budgetCHARITIES AID FOUNDATION AMERICA — $63,000 over 4y, 0.0% of budgetNANTUCKET HISTORICAL ASSOCIATION — $61,430 over 8y, 0.2% of budgetNANTUCKET ATHENEUM INC — $47,690 over 5y, 0.6% of budgetInfact DBA Corporate Accountability — $47,500 over 6y, 0.2% of budgetTHE CHATHAM HOUSE FOUNDATION INC — $45,750 over 3y, 4.9% of budgetAMERICAN FRIENDS OF COVENT GARDEN THE ROYAL BALLET INC — $43,450 over 3y, 0.4% of budgetHOPE FOR DEPRESSION RESEARCH FOUNDATION — $34,434 over 3y, 0.6% of budgetThe Preservation Foundation of Palm Beach Inc — $14,700 over 3y, 0.1% of budgetARTBARN COMMUNITY THEATER INC — $14,000 over 4y, 1.5% of budgetWHITE HERON THEATER COMPANY — $11,400 over 2y, 0.8% of budgetMYRIAD USA INC — $9,700 over 1y, 0.0% of budgetNANTUCKET PRESERVATION TRUST INC — $7,500 over 3y, 0.6% of budgetThe Trustees of Princeton University — $6,500 over 4y, 0.0% of budgetNANTUCKET SUSTAINABLE DEVELOPMENT CORPORATION — $5,500 over 3y, 0.4% of budgetZero Line Logistics — $5,000 over 1y, 0.6% of budgetTIDES FOUNDATION — $5,000 over 1y, 0.0% of budgetTHE ZOOLOGICAL SOCIETY OF THE PALM BEACHES INC — $5,000 over 1y, 0.0% of budgetFARM AND WILDERNESS FOUNDATION INC — $4,000 over 4y, 0.1% of budgetNANTUCKET ARTS COUNCIL INC — $3,000 over 2y, 1.5% of budgetFOUNTAIN HOUSE INC — $3,000 over 2y, 0.0% of budgetPARK SCHOOL CORPORATION — $2,000 over 3y, 0.0% of budgetBROOKLINE FOOD PANTRY INC — $1,500 over 2y, 0.0% of budgetMETROWEST WOMEN'S FUND INC — $1,500 over 3y, 0.2% of budgetBROOKLINE EDUCATION FOUNDATION — $1,500 over 1y, 0.3% of budgetAMERICAN REPERTORY THEATRE CO INC — $1,000 over 1y, 0.0% of budgetUnited for A Fair Economy Inc — $1,000 over 1y, 0.1% of budgetTHEATRE WORKSHOP OF NANTUCKET INC — $1,000 over 1y, 0.1% of budgetTHE CENTER FOR CULTURAL POWER — $1,000 over 1y, 0.0% of budgetMOTHERS OUT FRONT INC — $1,000 over 1y, 0.0% of budgetGREENROOTS INC — $1,000 over 1y, 0.0% of budgetTHE TRUSTEES OF RESERVATIONS — $1,000 over 1y, 0.0% of budgetPROTECT OUR WINTERS — $500 over 1y, 0.0% of budgetNANTUCKET MARIA MITCHELL ASSOCIATION IN — $500 over 1y, 0.0% of budgetRANDOLPH MOUNTAIN CLUB — $500 over 1y, 0.2% of budgetGREATER BOSTON FOOD BANK INC — $500 over 1y, 0.0% of budgetBROOKLINE COMMUNITY FOUNDATION INC — $500 over 1y, 0.0% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

  • Who funds The Society of the Four Arts Inc
  • Who funds ARTISTS ASSOCIATION OF NANTUCKET INC
  • Who funds CHARITIES AID FOUNDATION AMERICA
  • Who funds NANTUCKET HISTORICAL ASSOCIATION
  • Who funds NANTUCKET ATHENEUM INC
  • Who funds Infact DBA Corporate Accountability
  • Who funds THE CHATHAM HOUSE FOUNDATION INC
  • Who funds AMERICAN FRIENDS OF COVENT GARDEN THE ROYAL BALLET INC
  • Who funds HOPE FOR DEPRESSION RESEARCH FOUNDATION
  • Who funds The Preservation Foundation of Palm Beach Inc
  • Who funds ARTBARN COMMUNITY THEATER INC
  • Who funds WHITE HERON THEATER COMPANY
  • Who funds MYRIAD USA INC
  • Who funds NANTUCKET PRESERVATION TRUST INC
  • Who funds The Trustees of Princeton University
  • Who funds NANTUCKET SUSTAINABLE DEVELOPMENT CORPORATION
  • Who funds Zero Line Logistics
  • Who funds TIDES FOUNDATION
  • Who funds THE ZOOLOGICAL SOCIETY OF THE PALM BEACHES INC
  • Who funds FARM AND WILDERNESS FOUNDATION INC
  • Who funds NANTUCKET ARTS COUNCIL INC
  • Who funds FOUNTAIN HOUSE INC

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Community Foundation for Nantucket IncMA19.9× affinity7 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Community Foundation for Nantucket Inc · Boston Foundation Inc · Eastern Bank Foundation · Clara Foundation Inc · The George & Marie Chabot Charitable Foundation · The Hale Family Foundation · The Schmidt Family Foundation · Combined Jewish Philanthropies of Greater Boston Inc · Charles S & Carmen Demora Hale Foundation · Cecelia Joyce and Seward Johnson Foundation Inc · Meyer & Jean Steinberg Family Foundation Inc · Gilbert Verney Foundation

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization Charles Hale & Kaaren Hale Family Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.

2024
202122232425
no gov · 130%0%1%3%5%your share of their income ↑0%10%20%30%40%share of the org’s income from governmentmedian 1%
  • Save the Children Federation Inc30% of income from government
  • Greater Boston Food Bank Inc22% of income from government
  • The Trustees of Princeton University11% of income from government
  • Nantucket Maria Mitchell Association in9% of income from government
  • The Trustees of Reservations2% of income from government
  • Greenroots Inc1% of income from government
  • Nantucket Historical Association1% of income from government
  • American Repertory Theatre Co Inc0% of income from government
  • Farm and Wilderness Foundation Inc0% of income from government
  • Artists Association of Nantucket Inc0% of income from government
  • Infact Dba Corporate Accountability0% of income from government
no gov moneyreceives it· size = income
13get no government money at all
7report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–40%
typical government reliance, FY2025

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Charles Hale & Kaaren Hale Family Foundation?

Find your warmest path to Charles Hale & Kaaren Hale Family Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 81 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

More from the funding graph