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· Private foundation

The Hales Family Foundation Inc

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.

$378k
Granted FY2017
10
Grants FY2017
3
States reached
$125k
Largest

Read this first · the figures below need context

80% of The Hales Family Foundation Inc’s FY2025 grant dollars went to Goldman Sachs Philanthropy Fund, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2025 names 2 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2017, the last year The Hales Family Foundation Inc named its own grantees at scale: 6 organizations, $378k. It is dated, not current.

Organizations named directly on the return

6
’17
4
’18
0
’19
1
’20
2
’21
3
’22
2
’23
4
’24
2
’25

Amber years are those where most dollars went to a sponsor.

01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Philanthropy$1.9MHealth$741kEducation$144kEnvironment$125kHuman Services$24kFood & Nutrition$3kPublic Safety & Disaster$3kCrime & Legal$1k
02FY2017 · 10 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2017

  • Under $10k5 grants · $8k
  • $10k–50k2 grants · $45k
  • $50k–250k3 grants · $325k
$22,000
Median grant
3
States reached
$13M
Total assets
Largest grants
RecipientAmount
CARDINAL'S ANNUAL STEWARDSHIP APPEAL 2016$125,000
WESTCHESTER MEDICAL CENTER FOUNDATION$100,000
PHELPS MEMORIAL HOSPITAL$100,000
CATHOLIC CHARITIES$23,250
IONA COLLEGE$22,000
PULMONARY FIBROSIS FOUNDATION$5,000
SKIN CANCER FOUNDATION$1,500
FORDHAM UNIVERSITY$1,000
ELIZABETH MASCIA CHILDCARE$500
LEUKEMIA SOCIETY$100
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 (FY24–24, $100) land where the poverty rate runs at 9%, against an area that typically sits at 10%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 10%OSSINING CHILDREN'S CENTER: $100 → 9%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.
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.
03Its grantees
repeat funding

Who it funds again

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

62%of every dollar goes to organizations it has funded before.
$847k · 7 repeat orgs$517k to everyone else

Grantees it renews have grown median revenue +36% since the first grant, against -3% for those funded once.

7 repeat relationships: 5 still active in FY2017, 2 since wound down; 14 grantees were first funded in FY2017 (too recent to call). Read against FY2017, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

7
14

Total granted

$847k
$517k

Median revenue growth · since first grant

+36%
-3%

Still filing today

100%
29%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’17’18’19’20’21’22’23’24’25
HealthEducationArts & CultureHuman 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

  • PF
    PULMONARY FIBROSIS FOUNDATION
    5× · 2017–2024 · $256k · revenue +9%
  • WM
    Westchester Medical Center Foundation
    3× · 2017–2019 · $200k · revenue +40%
  • NH
    NORTHWELL HEALTH FOUNDATION
    2× · 2022–2025 · $160k · revenue +6%

Funded once

  • DA
    DONOR ADVISED FUND
    one grant, 2019 · $325k
  • CA
    CARDINAL'S ANNUAL STEWARDSHIP APPEAL 2016
    one grant, 2017 · $125k
  • CC
    CATHOLIC CHARITIES
    one grant, 2017 · $23k
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
Long Island Jewish Medical Center

Long island jewish medical center is part of the northwell health ("northwell"), which strives to improve the health of the communities it serves and is committed to providing the highest quality clinical care; educating the current and…

Health
2
Lenox Hill Hospital

Lenox hill hospital is part of northwell health ("northwell"), which strives to improve the health of the communities it serves and is committed to providing the highest quality clinical care; educating the current and future generations…

Health
3
North Shore University Hospital

North shore university hospital is part of northwell health ("northwell"), which strives to improve the health of the communities it serves and is committed to providing the highest quality clinical care; educating the current and future…

Health
4
Northwell Health Inc

Northwell health is the parent company of a fully integrated health system that is committed to promote clinical care, health education, conduct biomedical research, and caring for the community regardless of ability to pay.

Community Improvement
5
Northwell Healthcare Inc

Northwell healthcare inc. coordinates policy making and strategic planning by providing advisory and administrative support services to affiliated health care organizations within northwell health; whose mission is to improve the health of…

Health
6
Plainview Hospital

Plainview hospital is part of northwell health, inc ("northwell"), which strives to improve the health of the communities it serves and is committed to providing the highest quality clinical care; educating the current and future…

Health
7
Northern Westchester Hospital Association

Northern westchester hospital association is an affiliate within northwell health, inc. ("northwell"), which strives to improve the health of the communities it serves and is committed to providing the highest quality clinical care;…

Health
8
South Shore University Hospital

South shore university hospital is part of northwell health ("northwell"), which strives to improve the health of the communities it serves and is committed to providing the highest quality clinical care; educating the current and future…

Health
9
John T Mather Memorial Hospital

John t. mather memorial hospital ("mather") is a non-profit community hospital that is part of northwell health. mather strives to improve the health of the communities it serves and is committed to providing the highest quality clinical…

Health
10
The Feinstein Institutes for Medical Research

The feinstein institute for medical research ("the institute") is the research branch of northwell health ("northwell"). through its affiliation with northwell, the institute's mission is to bridge the gap between biomedical research and…

Health
11
Glen Cove Hospital

Glen cove hospital is part of northwell health, inc. ("northwell"), which strives to improve the health of the communities it serves and is committed to providing the highest quality geriatric care; educating the current and future…

Health
12
Staten Island University Hospital

Staten island university hospital is an affiliate within northwell health, inc. ("northwell"), which strives to improve the health of the communities it serves and is committed to providing the highest quality clinical care; educating the…

Health
How this is measured
The grantee most central to the portfolio’s shape is Fordham University; the most unlike its peers is Livingston Philanthropies Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

13 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. 13 of the 23 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)
1
Early backer (in before they grew)
13/13
Grantees still filing
9/13
Grew since first funded

Where the money sits, by cause and then by grantee

RAYMOND JAMES CHARITABLE ENDOWMENT FUND: $936,570 · PhilanthropyRAYMOND JAMES CHARITABLE ENDOWMENT FUNDGS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC: $656,581 · PhilanthropyGS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INCPULMONARY FIBROSIS FOUNDATION: $256,000 · HealthPULMONARY FIBROSIS FOUNDATIO…Westchester Medical Center Foundation: $200,000 · HealthWestchester Medical Center F…NORTHWELL HEALTH FOUNDATION: $160,000 · HealthNORTHWELL HEALTH FOUNDATIONPHELPS MEMORIAL HOSPITAL ASSOCIATION: $107,285 · HealthPHELPS MEMORIAL HOSPITAL ASS…+1 more: $10,000 · HealthDONOR ADVISED FUND: $325,000 · OtherDONOR ADVISED FUNDCARDINAL'S ANNUAL STEWARDSHIP APPEAL 2016: $125,000 · OtherCARDINAL'S ANNUAL S…CATHOLIC CHARITIES: $23,250 · OtherJFK CATHOLIC PREPARATORY SCHOOL: $20,000 · Other+7 more: $11,600 · OtherIONA UNIVERSITY: $97,625 · EducationFOLDS OF HONOR FOUNDATION: $24,000 · Education+1 more: $2,000 · EducationLIVINGSTON PHILANTHROPIES INC: $2,500 · Arts & CultureOSSINING CHILDREN'S CENTER INC: $100 · Human Services
Philanthropy$1,593,151Health$733,285Other$504,850Education$123,625Arts & Culture$2,500Human Services$100

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetRAYMOND JAMES CHARITABLE ENDOWMENT FUND: $936,570 over 3y, 0.1% of budgetGS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC: $656,581 over 2y, 0.0% of budgetPULMONARY FIBROSIS FOUNDATION: $256,000 over 5y, 1.9% of budgetWestchester Medical Center Foundation: $200,000 over 3y, 1.2% of budgetNORTHWELL HEALTH FOUNDATION: $160,000 over 2y, 0.1% of budgetPHELPS MEMORIAL HOSPITAL ASSOCIATION: $107,285 over 3y, 0.0% of budgetIONA UNIVERSITY: $97,625 over 4y, 0.0% of budgetFOLDS OF HONOR FOUNDATION: $24,000 over 4y, 0.0% of budgetBLOOD CANCER UNITED INC: $10,000 over 1y, 0.0% of budgetLIVINGSTON PHILANTHROPIES INC: $2,500 over 1y, 6.5% of budgetFordham University: $2,000 over 3y, 0.0% of budgetTHE SKIN CANCER FOUNDATION INC: $1,500 over 1y, 0.0% of budgetOSSINING CHILDREN'S CENTER INC: $100 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.

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.

National Philanthropic TrustPA9.7× affinity4 shared granteesties to 3 of 3Hover any node to trace its alignments.Compare side by side →

Open a dossier: National Philanthropic Trust · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund

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 The Hales Family Foundation Inc funds: left to right is the share of its income from government, bottom to top the share from The Hales Family Foundation Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 30%1%3%6%10%funder's share of their income ↑0%3%5%8%10%share of the org’s income from government →
    no gov moneyreceives it· size = income
    3get no government money at all
    2report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–10%
    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 The Hales Family Foundation Inc?

    Find your warmest path to The Hales Family Foundation Inc 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 23 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 2017, released 2017. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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