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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 it funds
0190% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2025.

Arts & Culture$396kInternational$153kEnvironment$53kHealth$37kPhilanthropy$31kPublic Benefit$30kAnimals$19kEducation$15kOther$0
02FY2025 · 20 grants

Where the money goes

Grants by size, and the largest recipients.

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
CORPORATE ACCOUNTABILITY$5,000
COOLIDGE CORNER THEATRE$5,000
PRESERVATION FOUNDATION OF PALM BEACH$5,000
SUSTAINABLE NANTUCKET$1,700
ARTBARN COMMUNITY THEATER$1,500
TRUSTEES OF RESERVATIONS$1,000
Individual grant recipient$1,000
SAVE THE CHILDREN$1,000
GREENROOTS INC$1,000
BROOKLINE INNOVATION FUND$1,000
Individual grant recipient$1,000
02The need
03

Does the money reach high-need areas?

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

show:

Its 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. Its 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
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

VT
NH
MI
NY
MA
NJ
CT
CA
CO
VA
DC
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
04

Where the work is directed

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

About 10% of Charles Hale & Kaaren Hale Family Foundation’s grant dollars are earmarked for a different county than the recipient’s own address.

Charles Hale & Kaaren Hale Family Foundationlessmore of its giving
Placed by recipient address · 5.0% directed abroad (not shown)
How this is measured
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 funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

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

Grantees it renews have grown median revenue +40% since the first grant, against +14% for those 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
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). 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
How this is measured

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

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. 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
How this is measured
The grantee most central to the portfolio’s shape is The Trustees of Reservations; 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.
05the grantee network

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

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

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

Where the money sits, by cause and 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 FOUNDATIONTHEATER WORKSHOP OF NANTUCKET: $10,000 · OtherCOOLIDGE CORNER THEATRE: $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 grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's 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 budgetTHE ZOOLOGICAL SOCIETY OF THE PALM BEACHES INC: $5,000 over 1y, 0.0% of budgetTIDES FOUNDATION: $5,000 over 1y, 0.0% of budgetZero Line Logistics: $5,000 over 1y, 0.6% of budgetFARM AND WILDERNESS FOUNDATION INC: $4,000 over 4y, 0.1% of budgetFOUNTAIN HOUSE INC: $3,000 over 2y, 0.0% of budgetNANTUCKET ARTS COUNCIL INC: $3,000 over 2y, 1.5% of budgetPARK SCHOOL CORPORATION: $2,000 over 3y, 0.0% of budgetMETROWEST WOMEN'S FUND INC: $1,500 over 3y, 0.2% of budgetBROOKLINE FOOD PANTRY INC: $1,500 over 2y, 0.0% of budgetBROOKLINE EDUCATION FOUNDATION: $1,500 over 1y, 0.3% of budgetGREENROOTS INC: $1,000 over 1y, 0.0% of budgetAMERICAN REPERTORY THEATRE CO INC: $1,000 over 1y, 0.0% of budgetMOTHERS OUT FRONT INC: $1,000 over 1y, 0.0% of budgetTHE CENTER FOR CULTURAL POWER: $1,000 over 1y, 0.0% of budgetTHEATRE WORKSHOP OF NANTUCKET INC: $1,000 over 1y, 0.1% of budgetTHE TRUSTEES OF RESERVATIONS: $1,000 over 1y, 0.0% of budgetUnited for A Fair Economy Inc: $1,000 over 1y, 0.1% of budgetRANDOLPH MOUNTAIN CLUB: $500 over 1y, 0.2% of budgetBROOKLINE COMMUNITY FOUNDATION INC: $500 over 1y, 0.0% of budgetNANTUCKET MARIA MITCHELL ASSOCIATION IN: $500 over 1y, 0.0% of budgetGREATER BOSTON FOOD BANK INC: $500 over 1y, 0.0% of budgetPROTECT OUR WINTERS: $500 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, 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 THE ZOOLOGICAL SOCIETY OF THE PALM BEACHES INC ↗
  • Who funds TIDES FOUNDATION ↗
  • Who funds Zero Line Logistics ↗
  • Who funds FARM AND WILDERNESS FOUNDATION INC ↗
  • Who funds FOUNTAIN HOUSE INC ↗
  • Who funds NANTUCKET ARTS COUNCIL INC ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: 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

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Charles Hale & Kaaren Hale Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Charles Hale & Kaaren Hale Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 130%0%1%3%5%funder's share of their income ↑0%10%20%30%40%share of the org’s income from government →median 1%
  • Save the Children Federation Inc: 30% of income from government
  • Greater Boston Food Bank Inc: 22% of income from government
  • The Trustees of Princeton University: 11% of income from government
  • Nantucket Maria Mitchell Association in: 9% of income from government
  • The Trustees of Reservations: 2% of income from government
  • Greenroots Inc: 1% of income from government
  • Nantucket Historical Association: 1% of income from government
  • American Repertory Theatre Co Inc: 0% of income from government
  • Farm and Wilderness Foundation Inc: 0% of income from government
  • Artists Association of Nantucket Inc: 0% of income from government
  • Infact Dba Corporate Accountability: 0% 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, FY20–25
How this is measured
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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 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 from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 81 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its 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.

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

Source object · view filing

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