Civic Intelligence

Charles S & Carmen Demora Hale Foundation

EIN 95-4480051 • Quincy, MA

21 Mayor Thomas McGrath Hwy 204Quincy, MA 02169
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2025

Net Margin

94th percentile

78%

Higher net margin than 94% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$5M-$10M nonprofits • Source year 2025

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

91st percentile

157%

Faster revenue growth than 91% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Up

$5,877,224

Up $585,156 (+11%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$5,877,224

Up $585,156 (+11%) from 2024

Revenue

Up

$747,541

Up $456,857 (+157%) from 2024

Expenses

Down

$162,385

Down $101,081 (-38%) from 2024

Net Income

Up

$585,156

Up $557,938 (+2050%) from 2024

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $8,087,667Liabilities 2011: $0Net Assets 2011: $8,087,6672011Assets 2012: $6,417,952Liabilities 2012: $0Net Assets 2012: $6,417,9522012Assets 2013: $7,352,378Liabilities 2013: $0Net Assets 2013: $7,352,3782013Assets 2014: $6,636,309Liabilities 2014: $0Net Assets 2014: $6,636,3092014Assets 2015: $6,254,080Liabilities 2015: $0Net Assets 2015: $6,254,0802015Assets 2016: $6,488,942Liabilities 2016: $0Net Assets 2016: $6,488,9422016Assets 2017: $5,076,376Liabilities 2017: $0Net Assets 2017: $5,076,3762017Assets 2018: $4,466,194Liabilities 2018: $300,000Net Assets 2018: $4,166,1942018Assets 2019: $4,813,492Liabilities 2019: $254,000Net Assets 2019: $4,559,4922019Assets 2020: $4,266,196Liabilities 2020: $0Net Assets 2020: $4,266,1962020Assets 2021: $5,672,291Liabilities 2021: $0Net Assets 2021: $5,672,2912021Assets 2022: $5,692,078Liabilities 2022: $0Net Assets 2022: $5,692,0782022Assets 2023: $5,264,850Liabilities 2023: $0Net Assets 2023: $5,264,8502023Assets 2024: $5,292,068Liabilities 2024: $0Net Assets 2024: $5,292,0682024Assets 2025: $5,877,224Liabilities 2025: $0Net Assets 2025: $5,877,2242025

Highlighted filing

2025

Assets$5,877,224
Liabilities$0
Net Assets$5,877,224

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $522,7622011Expenses 2012: $449,6222012Expenses 2013: $463,9472013Revenue 2014: -$233,911Expenses 2014: $482,158Net Income 2014: -$716,0692014Revenue 2015: $31,705Expenses 2015: $413,934Net Income 2015: -$382,2292015Revenue 2016: $647,241Expenses 2016: $412,379Net Income 2016: $234,8622016Revenue 2017: -$985,513Expenses 2017: $427,053Net Income 2017: -$1,412,5662017Revenue 2018: -$553,729Expenses 2018: $356,453Net Income 2018: -$910,1822018Revenue 2019: $689,593Expenses 2019: $296,295Net Income 2019: $393,2982019Revenue 2020: $2,150Expenses 2020: $295,446Net Income 2020: -$293,2962020Revenue 2021: $1,734,032Expenses 2021: $327,937Net Income 2021: $1,406,0952021Revenue 2022: $87,886Expenses 2022: $68,099Net Income 2022: $19,7872022Revenue 2023: -$107,944Expenses 2023: $319,284Net Income 2023: -$427,2282023Revenue 2024: $290,684Expenses 2024: $263,466Net Income 2024: $27,2182024Revenue 2025: $747,541Expenses 2025: $162,385Net Income 2025: $585,1562025

Highlighted filing

2025

Revenue$747,541
Expenses$162,385
Net Income$585,156

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$0.75$0.16$0.59
2024Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.29$0.26$0.03
2023Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.11$0.32$0.43
2022Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.09$0.07$0.02
2021Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$1.73$0.33$1.41
2020Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.00$0.30$0.29
2019Detailed filing. Detailed filing data is available for this year.$4.81$0.25$4.56$0.69$0.30$0.39
2018Detailed filing. Detailed filing data is available for this year.$4.47$0.30$4.17$0.55$0.36$0.91
2017Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.99$0.43$1.41
2016Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.65$0.41$0.23
2015Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$0.03$0.41$0.38
2014Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.23$0.48$0.72
2013Detailed filing. Detailed filing data is available for this year.$7.35$0.00$7.35$0.46
2012Detailed filing. Detailed filing data is available for this year.$6.42$0.00$6.42$0.45
2011Detailed filing. Detailed filing data is available for this year.$8.09$0.00$8.09$0.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 29, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles M HalePresident-$0--
Martin M HaleTreasurer-$0--
Charles C HaleSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Charles S & Carmen Demora Hale
EIN
95-4480051
Phone
6172619800
Address
21 Mayor Thomas McGrath Hwy 204, Quincy, MA 02169

Signing Officer

Name
Charles M Hale
Title
President
Phone
6172619800
Signed
2025-09-29
Discuss with paid preparer
Yes

Preparer

Firm
Gene O'Neill & Company
Address
21 McGrath Highway Suite 204, Quincy, MA 02169
Preparer
Gene O'Neill
Phone
6173766226
Raw XML Appendix358 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.

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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Charles Hale
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt021 McGrath Hwy 204
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002169
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06173766226
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt337500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt515000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt67500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Annual Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Annual Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Annual Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Annual Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Annual Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Hopewell Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1World Research Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Yale University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Whitney Museum of American Art
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4The Studio Museum in Harlem
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Brooklyn Bridge Park Conservancy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Packer Collegiate Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01828 L Street NW Suite 300-D
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 20828
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 2038
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt399 Gansevoort Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4144 W 125th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5334 Furman St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6170 Joralemon St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Sedona
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2New Haven
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Brooklyn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Brooklyn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AZ
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd186341
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206521
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310014
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410027
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd511201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd611201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0140000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06372
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0133628
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0273457
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0140000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0267085
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0133628
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administration
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1From Seabreeze K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt018367
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11418
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/CategoryTxt0Registry of Charities and Fundaraisers California
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Charles M Hale
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06172619800
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Charles S & Carmen Demora Hale
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0954480051
ReturnHeader/Filer/PhoneNum06172619800
ReturnHeader/Filer/USAddress/AddressLine1Txt021 Mayor Thomas McGrath Hwy 204
ReturnHeader/Filer/USAddress/CityNm0Quincy
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002169
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043346732
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gene O'Neill & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021 McGrath Highway Suite 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Quincy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002169
ReturnHeader/PreparerPersonGrp/PhoneNum06173766226
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gene O'Neill
ReturnHeader/ReturnTs02025-09-29T11:24:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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