Civic Intelligence

Hale Family Foundation

EIN 20-1687722 • 501(c)3 • Tulsa, OK

Profile

This corporation is organized for the specific and primary purpose of benefitting, performing the functions of, or carrying out the purposes of that class of publicly supported organizations, including tulsa community foundation that are described in sections 501(c)(3) and 509(a)(1) or (2) of the internal revenue code and that engage in charitable activities which are consistent with the charitable purposes of tulsa community foundation.

Refreshing map…

5030 E 101st Street Suite BTulsa, OK 74137

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

28th percentile

0.04x

Higher debt load relative to assets than 28% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.31x

Higher debt load relative to revenue than 57% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

94th percentile

69%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

142%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$23,277,690

Up $2,373,572 (+11%) from 2023

Liabilities

Up

$1,005,194

Up $106,562 (+12%) from 2023

Net Assets

Up

$22,272,496

Up $2,267,010 (+11%) from 2023

Revenue

Up

$3,289,338

Up $1,927,610 (+142%) from 2023

Expenses

Up

$1,022,328

Up $122,739 (+14%) from 2023

Net Income

Up

$2,267,010

Up $1,804,871 (+391%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $20,955,901Liabilities 2010: $0Net Assets 2010: $20,955,9012010Assets 2011: $20,946,113Liabilities 2011: $2,800Net Assets 2011: $20,943,3132011Assets 2012: $20,405,322Liabilities 2012: $2,800Net Assets 2012: $20,402,5222012Assets 2013: $20,645,488Liabilities 2013: $30,225Net Assets 2013: $20,615,2632013Assets 2014: $21,416,661Liabilities 2014: $2,800Net Assets 2014: $21,413,8612014Assets 2015: $21,511,220Liabilities 2015: $2,800Net Assets 2015: $21,508,4202015Assets 2016: $21,584,594Liabilities 2016: $0Net Assets 2016: $21,584,5942016Assets 2017: $20,611,403Liabilities 2017: $28,249Net Assets 2017: $20,583,1542017Assets 2018: $20,524,295Liabilities 2018: $0Net Assets 2018: $20,524,2952018Assets 2019: $20,862,471Liabilities 2019: $741,734Net Assets 2019: $20,120,7372019Assets 2020: $20,181,897Liabilities 2020: $910,786Net Assets 2020: $19,271,1112020Assets 2021: $20,115,804Liabilities 2021: $1,002,099Net Assets 2021: $19,113,7052021Assets 2022: $20,607,906Liabilities 2022: $1,064,559Net Assets 2022: $19,543,3472022Assets 2023: $20,904,118Liabilities 2023: $898,632Net Assets 2023: $20,005,4862023Assets 2024: $23,277,690Liabilities 2024: $1,005,194Net Assets 2024: $22,272,4962024

Highlighted filing

2024

Assets$23,277,690
Liabilities$1,005,194
Net Assets$22,272,496

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2010: $671,063Expenses 2010: $758,742Net Income 2010: -$87,6792010Revenue 2011: $18,465Expenses 2011: $31,053Net Income 2011: -$12,5882011Expenses 2012: $779,9362012Revenue 2013: $997,312Expenses 2013: $784,571Net Income 2013: $212,7412013Revenue 2014: $1,552,507Expenses 2014: $753,909Net Income 2014: $798,5982014Revenue 2015: $425,598Expenses 2015: $331,039Net Income 2015: $94,5592015Revenue 2016: $555,184Expenses 2016: $479,010Net Income 2016: $76,1742016Revenue 2017: -$194,774Expenses 2017: $806,666Net Income 2017: -$1,001,4402017Revenue 2018: $764,985Expenses 2018: $823,844Net Income 2018: -$58,8592018Revenue 2019: $367,500Expenses 2019: $771,058Net Income 2019: -$403,5582019Revenue 2020: $63,560Expenses 2020: $913,186Net Income 2020: -$849,6262020Revenue 2021: $847,493Expenses 2021: $1,004,899Net Income 2021: -$157,4062021Revenue 2022: $1,532,936Expenses 2022: $1,103,296Net Income 2022: $429,6402022Revenue 2023: $1,361,728Expenses 2023: $899,589Net Income 2023: $462,1392023Revenue 2024: $3,289,338Expenses 2024: $1,022,328Net Income 2024: $2,267,0102024

Highlighted filing

2024

Revenue$3,289,338
Expenses$1,022,328
Net Income$2,267,010

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.3$1.01$22.3$3.29$1.02$2.27
2023Detailed filing. Detailed filing data is available for this year.$20.9$0.90$20.0$1.36$0.90$0.46
2022Detailed filing. Detailed filing data is available for this year.$20.6$1.06$19.5$1.53$1.10$0.43
2021Detailed filing. Detailed filing data is available for this year.$20.1$1.00$19.1$0.85$1.00$0.16
2020Detailed filing. Detailed filing data is available for this year.$20.2$0.91$19.3$0.06$0.91$0.85
2019Detailed filing. Detailed filing data is available for this year.$20.9$0.74$20.1$0.37$0.77$0.40
2018Summary only. Only limited summary data is available for this year.$20.5$0.00$20.5$0.76$0.82$0.06
2017Summary only. Only limited summary data is available for this year.$20.6$0.03$20.6$0.19$0.81$1.00
2016Summary only. Only limited summary data is available for this year.$21.6$0.00$21.6$0.56$0.48$0.08
2015Summary only. Only limited summary data is available for this year.$21.5$0.00$21.5$0.43$0.33$0.09
2014Detailed filing. Detailed filing data is available for this year.$21.4$0.00$21.4$1.55$0.75$0.80
2013Detailed filing. Detailed filing data is available for this year.$20.6$0.03$20.6$1.00$0.78$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.4$0.00$20.4$0.78
2011Summary only. Only limited summary data is available for this year.$20.9$0.00$20.9$0.02$0.03$0.01
2010Summary only. Only limited summary data is available for this year.$21.0$0.00$21.0$0.67$0.76$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$3,289,338
Mission and Program Overview

Mission

This corporation is organized for the specific and primary purpose of benefitting, performing the functions of, or carrying out the purposes of that class of publicly supported organizations, including tulsa community foundation that are described in sections 501(c)(3) and 509(a)(1) or (2) of the internal revenue code and that engage in charitable activities which are consistent with the charitable purposes of tulsa community foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$20,896,505$23,258,566▲ $2,362,061
Rtn Earn Endowment Incm Other Fnds$20,005,486$22,272,496▲ $2,267,010
Cash and Non-Interest-Bearing Accounts$313$10,194▲ $9,881
Accounts Receivable-$1,630-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$20,904,118$23,277,690▲ $2,373,572
Other Assets Total$7,300$7,300→ $0
Liabilities
Accounts Payable and Accrued Expenses$898,632$1,005,194▲ $106,562
Total Liabilities$898,632$1,005,194▲ $106,562
Net Assets / Fund Balance
Total Net Assets Fund Balance$20,005,486$22,272,496▲ $2,267,010
Total Liabilities and Net Assets / Fund Balance$20,904,118$23,277,690▲ $2,373,572

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$23,258,566--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Deborah HaleDonor Cl Director
John HaleDonor Cl Director
David RayTcf Cl Director
Kevin RedwineTcf Cl Director
Phil Lakin JrChief Executive Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$3,289,338
Change in Net Assets
$2,267,010
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$969,092
Other Expenses$53,236
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$969,092--$969,092
Other Expenses$36,097$13,139-$13,139
Fees for Services Accounting-$4,000-$4,000
Total Functional Expenses$1,005,189$17,139$0$1,022,328
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Tulsa Community FoundationTulsa, OK501(c)(3)To Distribute Funds to Tcf for Further Distribution by Tcf to Other Charitable Organizations.$969,092
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

FAMILY RELATIONSHIP

Form 990, Part VI, Section A, Line 7A

Tulsa community foundation, the supported organization, must, by agreement, select and appoint more than 50% of the board members, which may not otherwise be disqualified.

Form 990, Part VI, Section A, Line 7B

By agreement, hale family foundation must give at least two weeks notice to tulsa community foundation board of trustees of its intent to execute major decisions, which are actions including, but not limited to, mergers, acquisitions, dissolutions, and the like. No major decisions may be executed until at least two weeks after this notice is given.

Form 990, Part VI, Section A, Line 8B

The foundation does not have a committee that can act on behalf of the board.

Form 990, Part VI, Section B, Line 11B

Tax returns are made available to the organization's governing body prior to filing.

Form 990, Part VI, Section B, Line 12C

Each board member has received a copy of the conflict of interest policy. Where conflicts arise, directors related to the transaction abstain from voting on these matters, according to the policy.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available upon request. The organization's 990 may also be viewed at www.guidestar.org

Filing and Contact Details

Filer

Filer Name
Hale Family Foundation
EIN
20-1687722
Phone
9187128487
Address
5030 E 101ST STREET SUITE B, TULSA, OK 74137

Signing Officer

Name
John Hale
Title
Director
Phone
9187128487
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Hale
Formed
2004
Legal Domicile
Ok
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
5

Preparer

Firm
Hogantaylor Llp
Address
2222 SOUTH UTICA PL SUITE 200, TULSA, OK 74114
Preparer
Megan Courtney
Phone
9187452333
Raw XML AppendixShowing 400 of 422 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0898632
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01005194
IRS990/AccountsReceivableGrp/EOYAmt01630
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THIS CORPORATION IS ORGANIZED FOR THE SPECIFIC AND PRIMARY PURPOSE OF BENEFITTING, PERFORMING THE FUNCTIONS OF, OR CARRYING OUT THE PURPOSES OF THAT CLASS OF PUBLICLY SUPPORTED ORGANIZATIONS, INCLUDING TULSA COMMUNITY FOUNDATION THAT ARE DESCRIBED IN SECTIONS 501(C)(3) AND 509(A)(1) OR (2) OF THE INTERNAL REVENUE CODE AND THAT ENGAGE IN CHARITABLE ACTIVITIES WHICH ARE CONSISTENT WITH THE CHARITABLE PURPOSES OF TULSA COMMUNITY FOUNDATION.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TODD PALS
IRS990/BooksInCareOfDetail/PhoneNum09188084025
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06100 S YALE AVE STE 900
IRS990/BooksInCareOfDetail/USAddress/CityNm0TULSA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd074136
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0313
IRS990/CashNonInterestBearingGrp/EOYAmt010194
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0969092
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt053236
IRS990/CYOtherRevenueAmt03289338
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt02267010
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01022328
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03289338
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE HALE FAMILY FOUNDATION IS A TYPE 1 SUPPORTING ORGANIZATION FOR THE TULSA COMMUNITY FOUNDATION (TCF)(A 501(C)(3) EXEMPT ORGANIZATION). ITS ACTIVITIES ARE TO MAKE DISTRIBUTIONS TO TCF FOR FURTHER DISTRIBUTION BY TCF TO OTHER CHARITABLE ORGANIZATIONS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01005189
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04000
IRS990/FeesForServicesAccountingGrp/TotalAmt04000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt055.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt082930
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0PHIL LAKIN JR
IRS990/Form990PartVIISectionAGrp/PersonNm1KEVIN REDWINE
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID RAY
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN HALE
IRS990/Form990PartVIISectionAGrp/PersonNm4DEBORAH HALE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0642204
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt1TCF CL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TCF CL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DONOR CL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DONOR CL DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0969092
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0969092
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0969092
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03289338
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt020896505
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt023258566
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OK
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THIS CORPORATION IS ORGANIZED FOR THE SPECIFIC AND PRIMARY PURPOSE OF BENEFITTING, PERFORMING THE FUNCTIONS OF, OR CARRYING OUT THE PURPOSES OF THAT CLASS OF PUBLICLY SUPPORTED ORGANIZATIONS, INCLUDING TULSA COMMUNITY FOUNDATION THAT ARE DESCRIBED IN SECTIONS 501(C)(3) AND 509(A)(1) OR (2) OF THE INTERNAL REVENUE CODE AND THAT ENGAGE IN CHARITABLE ACTIVITIES WHICH ARE CONSISTENT WITH THE CHARITABLE PURPOSES OF TULSA COMMUNITY FOUNDATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt020005486
IRS990/NetAssetsOrFundBalancesEOYAmt022272496
IRS990/NetUnrelatedBusTxblIncmAmt0107142
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt07300
IRS990/OtherAssetsTotalGrp/EOYAmt07300
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TULSA COMMUNITY FDT ADM
IRS990/OtherExpensesGrp/Desc1TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013139
IRS990/OtherExpensesGrp/ProgramServicesAmt036097
IRS990/OtherExpensesGrp/TotalAmt036097
IRS990/OtherExpensesGrp/TotalAmt113139
IRS990/OtherRevenueMiscGrp/BusinessCd0531120
IRS990/OtherRevenueMiscGrp/Desc0HALE CHARITABLE LP
IRS990/OtherRevenueMiscGrp/ExclusionAmt02924318
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03289338
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0365020
IRS990/OtherRevenueTotalAmt03289338
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOHN HALE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0861646
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt037943
IRS990/PYOtherRevenueAmt01361728
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0462139
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0899589
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01361728
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02267010
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt020005486
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt022272496
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0731554474
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01005195
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0TULSA COMMUNITY FDN
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01005195
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt023258566
IRS990ScheduleD/OtherSecuritiesGrp/Desc0HALE CHARITABLE LP 98%
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt023258566
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0969092
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO DISTRIBUTE FUNDS TO TCF FOR FURTHER DISTRIBUTION BY TCF TO OTHER CHARITABLE ORGANIZATIONS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0TULSA COMMUNITY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0731554474
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt07030 SOUTH YALE AVENUE SUITE 600
IRS990ScheduleI/RecipientTable/USAddress/CityNm0TULSA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OK
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd074136
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt070000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0536867
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt056967
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt025963
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt035337
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PHIL LAKIN JR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHIEF EXECUTIVE OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0725134
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0HALE 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.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TULSA COMMUNITY FOUNDATION, THE SUPPORTED ORGANIZATION, MUST, BY AGREEMENT, SELECT AND APPOINT MORE THAN 50% OF THE BOARD MEMBERS, WHICH MAY NOT OTHERWISE BE DISQUALIFIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BY AGREEMENT, HALE FAMILY FOUNDATION MUST GIVE AT LEAST TWO WEEKS NOTICE TO TULSA COMMUNITY FOUNDATION BOARD OF TRUSTEES OF ITS INTENT TO EXECUTE MAJOR DECISIONS, WHICH ARE ACTIONS INCLUDING, BUT NOT LIMITED TO, MERGERS, ACQUISITIONS, DISSOLUTIONS, AND THE LIKE. NO MAJOR DECISIONS MAY BE EXECUTED UNTIL AT LEAST TWO WEEKS AFTER THIS NOTICE IS GIVEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION DOES NOT HAVE A COMMITTEE THAT CAN ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TAX RETURNS ARE MADE AVAILABLE TO THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EACH BOARD MEMBER HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY. WHERE CONFLICTS ARISE, DIRECTORS RELATED TO THE TRANSACTION ABSTAIN FROM VOTING ON THESE MATTERS, ACCORDING TO THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE ORGANIZATION'S 990 MAY ALSO BE VIEWED AT WWW.GUIDESTAR.ORG
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0201425807
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/OwnershipPct00.98000
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt0INVESTMENT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0INVESTMENTS
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0HALE CHARITABLE LP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt022942356
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfTotalIncomeAmt03289338
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/UBICodeVAmt0863443
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt05030 E 101ST STREET SUITE B
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0TULSA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd074137
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TULSA COMMUNITY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0731554474
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0COMMUNITY SERVICE & SUPPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt07030 S YALE SUITE 600
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TULSA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd074136
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0927276
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1969092
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt236103
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0HALE CHARITABLE LP
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1TULSA COMMUNITY FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2TULSA COMMUNITY FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2P
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt020904118
IRS990/TotalAssetsEOYAmt023277690
IRS990/TotalAssetsGrp/BOYAmt020904118
IRS990/TotalAssetsGrp/EOYAmt023277690
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017139
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01005189
IRS990/TotalFunctionalExpensesGrp/TotalAmt01022328
IRS990/TotalGrossUBIAmt0365020
IRS990/TotalLiabilitiesBOYAmt0898632
IRS990/TotalLiabilitiesEOYAmt01005194
IRS990/TotalLiabilitiesGrp/BOYAmt0898632
IRS990/TotalLiabilitiesGrp/EOYAmt01005194
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt020005486
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt022272496
IRS990/TotalOtherCompensationAmt082930
IRS990/TotalProgramServiceExpensesAmt01005189
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02924318
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03289338
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0365020
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt020904118
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt023277690
IRS990/TotReportableCompRltdOrgAmt0642204
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05030 E 101ST STREET SUITE B
IRS990/USAddress/CityNm0TULSA
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd074137
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN HALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09187128487
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HALE FAMILY FOUNDATION

Document Assets

No mirrored PDF or thumbnail assets are attached yet.