Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
HALE FAMILY FOUNDATION INC
C/O DAVID JACKSON
Number and street (or P.O. box number if mail is not delivered to street address) 461 N CLINTON ST
  Room/suite
City or town
CHICAGO
State or province
IL
Country  
ZIP or foreign postal code
60654
A Employer identification number

82-0865495
B Telephone number (see instructions)

2246889900
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$13,613,603J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,973,580
2 Check .................
3 Interest on savings and temporary cash investments 246 246 246
4 Dividends and interest from securities... 196,085 196,085 196,085
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 582,715
b Gross sales price for all assets on line 6a 3,030,141
7 Capital gain net income (from Part IV, line 2)... 582,715
8 Net short-term capital gain......... 9,736
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,752,626 779,046 206,067
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 45,000      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,240 624   5,616
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
75,984 75,984    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
80,785 6,054   26
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 15,490     15,490
21 Travel, conferences, and meetings....... 384     384
22 Printing and publications.......... 178     178
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,401     1,401
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 225,462 82,662   23,095
25 Contributions, gifts, grants paid....... 630,000 630,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 855,462 82,662   653,095
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,897,164
b Net investment income (if negative, enter -0-) 696,384
c Adjusted net income (if negative, enter -0-)... 206,067
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 164,648 231,632 231,632
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 9,496,584 Click to see attachment
List of Attached Documents:
// Content
9,414,075 		13,381,121
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
850 		Click to see attachment
List of Attached Documents:
// Content
850 		Click to see attachment
List of Attached Documents:
// Content
850
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,662,082 9,646,557 13,613,603
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 9,662,082 9,646,557
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 9,662,082 9,646,557
30 Total liabilities and net assets/fund balances (see instructions). 9,662,082 9,646,557
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
9,662,082
2
Enter amount from Part I, line 27a .....................
2
1,897,164
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
319
4
Add lines 1, 2, and 3 ..........................
4
11,559,565
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
1,913,008
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
9,646,557
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P 2025-01-01 2025-12-31
b PUBLICLY TRADED SECURITIES P 2025-01-01 2025-12-31
c PUBLICLY TRADED SECURITIES P 2020-01-01 2025-12-31
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 160,443   135,591 24,852
b 592,516   607,632 -15,116
c 2,102,016   1,704,203 397,813
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       24,852
b       -15,116
c       397,813
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 582,715
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3 9,736
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 9,680
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 9,680
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 9,680
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 40,576
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 40,576
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 30,896
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax9,680 Refunded 11 21,216
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
IL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofDAVID JACKSON Telephone no. (224) 688-9900

Located at461 N CLINTON STCHICAGOIL ZIP+460654
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
 
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JUDY HALE VP/TREASUR
000.00 		0 0 0
25W670 COVENTRY STREET
WHEATON,IL60187
DAVID JACKSON SECRETARY
6.00 		45,000 0 0
461 N CLINTON ST
CHICAGO,IL60654
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
10,718,786
b
Average of monthly cash balances.......................
1b
463,913
c
Fair market value of all other assets (see instructions)................
1c
850
d
Total (add lines 1a, 1b, and 1c).......................
1d
11,183,549
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
11,183,549
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
167,753
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,015,796
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
550,790
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
550,790
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
9,680
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,680
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
541,110
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
541,110
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
541,110
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
653,095
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
653,095
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 541,110
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 97,518
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2025 from Part
XI, line 4: $ 653,095
a Applied to 2024, but not more than line 2a 97,518
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		 
d Applied to 2025 distributable amount..... 541,110
e Remaining amount distributed out of corpus 14,467
5 Excess distributions carryover applied to 2025.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 14,467
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		14,467
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 .... 14,467
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
DAVID HALE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ALASKA WHALE FOUNDATION

PO BOX 1927
PETERSBURG,AK99833 		NONE   GENERAL 5,000

AMERICAN CANCER SOCIETY

1 E WACKER DR
SUITE 1500
CHICAGO,IL60601 		NONE   GENERAL 400

ANGEL FLIGHT CENTRAL

10 RICHARDS ROAD
KANSAS CITY,MO64116 		NONE   GENERAL 2,000

CHICAGO CLASSIC COMPUTING

1360 JARVIS AVE
ELK GROVE VILLAGE,IL60007 		NONE   GENERAL 20,000

COSLEY ZOO

1356 N GARY AVE
WHEATON,IL60187 		NONE   GENERAL 50,000

DOCTORS WITHOUT BORDERS

40 RECTOR ST
16TH FLOOR
NEW YORK,NY10006 		NONE   GENERAL 300

DUPAGE COUNTY HISTORICAL MUSEUM FOU

102 E WESLEY ST
WHEATON,IL60187 		NONE   GENERAL 12,000

EISENHOWER FOUNDATION

200 S E 4TH ST
ABILENE,KS67410 		NONE   GENERAL 400

FRIENDS OF SOUTH GEORGIA ISLAND

25 DAKOTA MEADOWS DR
CARBONDALE,CO80623 		NONE   GENERAL 5,000

FRIENDS OF THE SMITHSONIAN

600 MARYLAND AVENUE SW
WASHINGTON,DC20024 		NONE   GENERAL 1,200

GREATER CHICAGO FOOD DEPOSITORY

4100 W ANN LURIE PL
CHICAGO,IL60632 		NONE   GENERAL 10,000

HABITAT FOR HUMANITY

1100 W CERMAK RD
SUITE 404
CHICAGO,IL60608 		NONE   GENERAL 200

HOWE ALUMNI ASSOCIATION

18319 CLAIRMONT DR
SOUTH BEND,IN46637 		NONE   GENERAL 500

ILLINOIS ENVIRONMENTAL COUNCIL EDUC

520 E CAPITOL
SPRINGFIELD,IL62701 		NONE   GENERAL 10,000

INTERNATIONAL MUSEUM OF SURGICAL SC

1524 N LAKESHORE DR
CHICAGO,IL60610 		NONE   GENERAL 6,000

MACULAR DEGENERATION RESEARCH

PO BOX515
NORTHAMPTON,MA01061 		NONE   GENERAL 500

MD ANDERSON CANCER CENTER

PO BOX 4486
HOUSTON,TX77210 		NONE   GENERAL 500

MEET THE OCEAN

PO BOX 15008
PORTLAND,OR97293 		NONE   GENERAL 2,000

MIKE ROWE WORKS FOUNDATION

1207 4TH ST
PH 3
SANTA MONICA,CA90401 		NONE   GENERAL 500

MUSEUM OF SCIENCE AND INDUSTRY

5700 S DUSABLE LAKE SHORE
CHICAGO,IL60637 		NONE   GENERAL 500

NATIONAL GEOGRAPHIC SOCIETY

1145 17TH STREET NW
WASHINGTON,DC20036 		NONE   GENERAL 60,000

NATIONAL MULTIPLE SCLEROSIS

525 W MONROE
ST 1510
CHICAGO,IL60661 		NONE   GENERAL 500

NATIONAL PARKS CONSERVATION ASSOCIA

777 6TH STREET NW
SUITE 700
WASHINGTON,DC20001 		NONE   GENERAL 200

NATIONAL WILDLIFE FEDERATION

11100 WILDLIFE CENTER DR
RESTON,VA20190 		NONE   GENERAL 600

NORTHWESTERN MEMORIAL FOUNDATION

541 N FAIRBANKS CT
RM 1630
CHICAGO,IL60611 		NONE   GENERAL 15,000

OCEANITES INC

3292 ARCADIA PL NW
WASHINGTON,DC20015 		NONE   GENERAL 1,000

OUTREACH COMMUNITY MINISTRIES

373 S SCHMALE RD
CAROL STREAM,IL60188 		NONE   GENERAL 33,000

PURDUE RESEARCH FOUNDATION

1281 WIN HENTSCHEL BLVD
WEST LAFAYETTE,IN47906 		NONE   GENERAL 195,000

RIVERKEEPER

20 SECOR RD
OSSINING,NY10562 		NONE   GENERAL 2,000

ROBERT MCCORMICK FOUNDATION

205 N MICHIGAN AVENUE
SUITE 4300
CHICAGO,IL60601 		NONE   GENERAL 500

RONALD MCDONALD HOUSE CHARITIES

1301 W 22ND ST
SUITE 905
OAKBROOK,IL60523 		NONE   GENERAL 1,000

SHRINERS HOSPITALS FOR CHILDREN

2900 N ROCKY POINT DR
TAMPA,FL33607 		NONE   GENERAL 400

SIGMA KAPPA FOUNDATION

696 PRO-MED LANE
SUITE 300
CARMEL,IN46032 		NONE   GENERAL 500

ST JUDE CHILDREN'S RESEARCH HOSPITA

501STJUDEPLACE
MEMPHIS,TN38105 		NONE   GENERAL 400

TAU BETA PI ASSOCIATION

PO BOX 2697
KNOXVILLE,TN37901 		NONE   GENERAL 2,000

THE AGAPE RINGERS

380 S MAIN PL
CAROL STREAM,IL60188 		NONE   GENERAL 1,600

THE CONSERVATION FOUNDATION

10S404 KNOCK KNOLLS RD
B
NAPERVILLE,IL60565 		NONE   GENERAL 1,000

THE FIELD MUSEUM

1400 S LAKESHORE DRIVE
CHICAGO,IL60605 		NONE   GENERAL 500

THE LEUKEMIA & LYMPHOMA SOCIETY

3 INTERNATIONAL DRIVE
SUITE 200
RYE BROOK,NY10573 		NONE   GENERAL 1,000

THE MORTON ABORETUM

4100 IL-53
LISLE,IL60532 		NONE   GENERAL 200

THE NATIONAL WORLD WAR II MUSEUM

945 MAGAZINE ST
NEW ORLEANS,LA70130 		NONE   GENERAL 500

THE NATURE CONSERVANCY

400 N MICHIGAN AVE
STE 100
CHICAGO,IL60611 		NONE   GENERAL 1,000

THE SUMMIT FOUNDATION

103 S HARRIS STREET
BRECKENRIDGE,CO80424 		NONE   GENERAL 500

THE WILDERNESS SOCIETY

1615 M STREET NW
WASHINGTON,DC20036 		NONE   GENERAL 500

UNITED WAY OF METRO CHICAGO

333 S WABASH AVE
30TH FLR
CHICAGO,IL60604 		NONE   GENERAL 200

WOUNDED WARRIOR PROJECT

230 W MONROE ST
SUITE 200
CHICAGO,IL60606 		NONE   GENERAL 500

WTTW

5400 N SAINT LOUIS AVE
CHICAGO,IL60625 		NONE   GENERAL 1,000

YELLOWSTONE FOREVER

PO BOX 117
YELLOWSTONE NATIONAL P,WY82190 		NONE   GENERAL 700

YOSEMITE CONSERVANCY

PO BOX230
EL PORTAL,CA95318 		NONE   GENERAL 200

MILTON TOWNSHIP FOOD PANTRY INC

1492 N MAIN ST
WHEATON,IL60187 		NONE   GENERAL 500

SIMMARON RESEARCH

1800 N CAPITAL AVE
SUITE E500C
INDIANAPOLIS,IN46202 		NONE   GENERAL 5,000

SCHWAB CHARITABLE

211 MAIN ST
SAN FRANCISCO,CA94105 		NONE   GENERAL 176,000
Total ................................. 3a 630,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 246  
4 Dividends and interest from securities ....     14 196,085  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 582,715  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   779,046  
13Total. Add line 12, columns (b), (d), and (e)..................
13
779,046
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
HALE FAMILY FOUNDATION INC
C/O DAVID JACKSON
Employer identification number

82-0865495
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
HALE FAMILY FOUNDATION INC
C/O DAVID JACKSON 		Employer identification number
82-0865495
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
DAVID HALE
25W670 COVENTRY ST
 
WHEATON, IL601873002

$ 1,973,580


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
HALE FAMILY FOUNDATION INC
C/O DAVID JACKSON 		Employer identification number

82-0865495
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 10000 SHARES NVDA $ 1,879,600 2025-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 500 SHARES NVDA $ 93,980 2025-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
HALE FAMILY FOUNDATION INC
C/O DAVID JACKSON 		Employer identification number

82-0865495
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 AccountingFeesSchedule
Name:
HALE FAMILY FOUNDATION INC
 
C/O DAVID JACKSON
EIN:
82-0865495
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNT FEES 6,240 624   5,616

TY 2025 InvestmentsCorpStockSchedule
Name:
HALE FAMILY FOUNDATION INC
 
C/O DAVID JACKSON
EIN:
82-0865495
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES    
ABBVIE INC COM    
AFLAC INC.    
AIR PRODUCTS AND CHEMICALS, INC.    
ALBEMARLE CORP    
AMCOR PLC ORD    
APPLE INC    
ASML HOLDING N V N Y 89,334 106,986
ATMOS ENERGY CORP    
AUTOMATIC DATA    
BROWN & BROWN INC    
BROWN FORMAN CORP CL    
C H ROBINSON WORLDWIDE I    
CARDINAL HEALTH INC    
CATERPILLAR INC    
CATERPILLAR INC 24,136 57,287
CHEVRON CORP    
CHUBB LTD    
CHURCH & DWIGHT CO INC I    
CINCINNATI FINL CORP    
CINTAS CORP    
CLOROX COMPANY    
COLGATE-PALMOLIVE CO    
CONSOLIDATED EDISON    
CROWDSTRIKE HLDGS 50,881 93,752
DOVER CORPORATION    
ECOLAB INC    
EMERSON ELECTRIC CO    
ESSEX PPTY TR INC    
EXPEDITORS INTL WASH    
EXXON MOBIL CORP    
FEDERAL REALTY INVESTMENT TRUST    
FRANKLIN RESOURCES    
FREEPORT MCMORAN 58,551 253,950
GENERAL DYNAMICS    
GENUINE PARTS CO    
GRAINGER W W INC    
GQG PARTNERS EMERGING MARKETS EQUITY 324,359 402,581
HARDING LOEVNER INTERNATIONAL EQUITY 962,318 1,000,235
HORMEL FOODS    
IBM    
ILLINOIS TOOL WORKS    
INVESCO DYNAMIC BIOTECHNOLOGY & GENO 33,889 164,300
INVESCO QQQ TRUST 14,899 86,003
ISHARES CORE S&P 500 2,443,002 3,289,082
ISHARES NASDAQ BIOTECHNOLOGY ETF 52,480 84,385
JHANCOCK DISCIPLINED VAL 898,989 1,016,989
JOHNSON & JOHNSON    
KENVUE INC    
KIMBERLY CLARK CORP    
LINDE PLC COM    
LOWE'S COMPANIES, INC.    
MCCORMICK &CO INC    
MCDONALDS CORP    
MEDTRONIC PLC    
MICROSOFT CORP    
NEXTERA ENERGY INC    
NORDSON CORP    
NUCOR CORPORATION    
PENTAIR PLC SHS    
PEPSICO INC    
PPG INDUSTRIES INC    
PROCTER & GAMBLE CO    
PUTNAM SMALL CAP GROWTH 481,836 546,662
REALTY INCOME CORPORATION REIT    
ROPER TECHNOLOGIES    
S&P GLOBAL INC    
SHERWIN WILLIAMS    
SITIME CORP 57,166 176,595
SMITH A O    
SMUCKER J M CO    
STANLEY BLACK & DECKER    
SYSCO CORPORATION    
T. ROWE PRICE GROUP INC    
TARGET CORP COM    
THE COCA COLA CO    
VICTORY INTEGRITY SMALL 544,935 516,796
WAL-MART STORES INC    
WEST PHARMACEUTICAL    
WHEATON PRECIOUS 52,680 235,040
RBC EMERGIN MARKETS EQU 334,821 462,241
PROSHARES S&P 500 DIV 2,929,227 2,929,987
NVIDIA CORP 60,572 1,958,250

TY 2025 OtherAssetsSchedule
Name:
HALE FAMILY FOUNDATION INC
 
C/O DAVID JACKSON
EIN:
82-0865495
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
SECURITY DEPOSITS 850 850 850
OTHER      


TY 2025 OtherDecreasesSchedule
Name:
HALE FAMILY FOUNDATION INC
 
C/O DAVID JACKSON
EIN:
82-0865495
Description Amount
FMV ADJ 1,913,008


TY 2025 OtherExpensesSchedule
Name:
HALE FAMILY FOUNDATION INC
 
C/O DAVID JACKSON
EIN:
82-0865495
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
INSURANCE 947     947
SUPPLIES 454     454


TY 2025 OtherIncreasesSchedule
Name:
HALE FAMILY FOUNDATION INC
 
C/O DAVID JACKSON
EIN:
82-0865495
Description Amount
TIMING DIFFERENCE ON INVESTMENT INCOME 319


TY 2025 OtherProfessionalFeesSchedule
Name:
HALE FAMILY FOUNDATION INC
 
C/O DAVID JACKSON
EIN:
82-0865495
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INV MANAGEMENT FEES 75,984 75,984    


TY 2025 TaxesSchedule
Name:
HALE FAMILY FOUNDATION INC
 
C/O DAVID JACKSON
EIN:
82-0865495
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL INCOME TAX 74,705      
IL CHARITY BUREAU FUND 26     26
FOREIGN TAX 441 441    
FOREIGN TAX 8635 5,613 5,613