H Patterson Hale Jr Charitable Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like H Patterson Hale Jr Charitable Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 04-3267731

Foundation Overview

Based in Newburyport, MA, H Patterson Hale Jr Charitable Foundation has awarded 40 grants totaling $1,255,000 to organizations in Massachusetts. Individual grants range from $8,000 to $86,000, with a median award of $30,000.

Latest Tax Year
2025
Total Giving (all years)
$1,255,000
Total Assets
$3,692,079
Median Grant (all grants)
$30,000

Latest Form 990-PF Snapshot

Total Grants
7
Median Grant
$20,000
% Median Grant Decline
-27% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: May 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Balanced Approach: 43%

3 of 7 recipients (43%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
Massachusetts

100% of all grants are concentrated in Massachusetts, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Massachusetts, funding concentrates in Newburyport (80%), Amesbury (20%).

Funding Trajectory
+76%

Strong 76% growth in annual giving over 5 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
Community Projects

Highly focused on community projects with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

Loading geographic data...
Loading chart...
Loading chart...
Loading chart...

Grants & Funding

Analyzing past grantees provides valuable insights into H Patterson Hale Jr Charitable Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Theater In The Open $20,000 Newburyport, MA, US Unrestricted General Support 2025
Historical Society Of Old Newbury $86,000 Newburyport, MA, US Unrestrictedgeneral Support 2025
Lowell's Boat Shop & Musuem $14,000 Amesbury, MA, US Unrestrictedgeneral Support 2025
Newburyport Art Association $12,000 Newburyport, MA, US Unrestrictedgeneral Support 2025
Mass Audubon Society $25,000 Newburyport, MA, US Unrestrictedgeneral Support 2025
Custom House Maritime Musuem $20,000 Newburyport, MA, US Unrestrictedgeneral Support 2025
Sawyer's Hill Burying Ground $8,000 Newburyport, MA, US Unrestrictedgeneral Support 2025
Firehouse Center For The Arts $50,000 Newburyport, MA, US Unrestricted General Support 2023
Historical Society Of Old Newbury $30,000 Newburyport, MA, US Unrestrictedgeneral Support 2023
Lowell's Boat Shop & Musuem $30,000 Amesbury, MA, US Unrestrictedgeneral Support 2023
Ywca $10,000 Newburyport, MA, US Unrestrictedgeneral Support 2023
Newburyport Art Association $15,000 Newburyport, MA, US Unrestrictedgeneral Support 2023
Custom House Maritime Musuem $25,000 Newburyport, MA, US Unrestrictedgeneral Support 2023
Firehouse Center For The Arts $50,000 Newburyport, MA, US Unrestricted General Support 2023
Historical Society Of Old Newbury $30,000 Newburyport, MA, US Unrestrictedgeneral Support 2023
Lowell's Boat Shop & Musuem $30,000 Amesbury, MA, US Unrestrictedgeneral Support 2023
Ywca $10,000 Newburyport, MA, US Unrestrictedgeneral Support 2023
Newburyport Art Association $15,000 Newburyport, MA, US Unrestrictedgeneral Support 2023
Custom House Maritime Musuem $25,000 Newburyport, MA, US Unrestrictedgeneral Support 2023
Firehouse Center For The Arts $50,000 Newburyport, MA, US Unrestricted General Support 2022
Historical Society Of Old Newbury $50,000 Newburyport, MA, US Unrestrictedgeneral Support 2022
Lowell's Boat Shop & Musuem $50,000 Amesbury, MA, US Unrestrictedgeneral Support 2022
Ywca $10,000 Newburyport, MA, US Unrestrictedgeneral Support 2022
Firehouse Center For The Arts $50,000 Newburyport, MA, US Unrestricted General Support 2022
Historical Society Of Old Newbury $50,000 Newburyport, MA, US Unrestrictedgeneral Support 2022
Lowell's Boat Shop & Musuem $50,000 Amesbury, MA, US Unrestrictedgeneral Support 2022
Ywca $10,000 Newburyport, MA, US Unrestrictedgeneral Support 2022
Firehouse Center For The Arts $50,000 Newburyport, MA, US Unrestricted General Support 2022
Historical Society Of Old Newbury $50,000 Newburyport, MA, US Unrestrictedgeneral Support 2022
Lowell's Boat Shop & Musuem $50,000 Amesbury, MA, US Unrestrictedgeneral Support 2022
Ywca $10,000 Newburyport, MA, US Unrestrictedgeneral Support 2022
Firehouse Center For The Arts $40,000 Newburyport, MA, US Unrestricted General Support 2021
Historical Society Of Old Newbury $40,000 Newburyport, MA, US Unrestrictedgeneral Support 2021
Lowell's Boat Shop & Musuem $40,000 Amesbury, MA, US Unrestrictedgeneral Support 2021
Newburyport Art Association $10,000 Newburyport, MA, US Unrestrictedgeneral Support 2021
Anna Jaques Hospital $25,000 Newburyport, MA, US Unrestrictedgeneral Support 2021
Custom House Maritime $10,000 Newburyport, MA, US Unrestrictedgeneral Support 2021
Firehouse Center For The Arts $35,000 Newburyport, MA, US Unrestricted General Support 2020
Museum Of Old Newbury $35,000 Newburyport, MA, US Unrestrictedgeneral Support 2020
Lowell's Boat Shop & Musuem $35,000 Amesbury, MA, US Unrestrictedgeneral Support 2020

Foundations Similar to H Patterson Hale Jr Charitable Foundation

Discover 5 foundations with comparable assets ($3,573,356-$3,828,700), similar grant patterns, and geographic focus in MA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 04-2103796 | 139 grants awarded
$3,679,713
(≈ Similar)
$15,000
median grant
Brockton, MA
Same state
100%
Excellent match

EIN: 80-0157429 | 177 grants awarded
$3,615,326
(≈ Similar)
$17,000
median grant
Boston, MA
Same state
99%
Excellent match

EIN: 54-6037402 | 55 grants awarded
$3,778,715
(≈ Similar)
$55,000
median grant
Cambridge, MA
Same state
99%
Excellent match

EIN: 20-6269517 | 54 grants awarded
$3,573,356
(≈ Similar)
$35,000
median grant
Boston, MA
Same state
98%
Excellent match

EIN: 82-4705874 | 4 grants awarded
$3,828,700
(≈ Similar)
$20,000
median grant
Cambridge, MA
Same state
98%
Excellent match

Contact Information

Official contact details for H Patterson Hale Jr Charitable Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 04-3267731
Website N/A
Address 7 LORUM ST Newburyport, MA 01950-3252

Key People (2)

Board members, trustees, and key staff who oversee H Patterson Hale Jr Charitable Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Leslie A Ferlazzo
Trustee Katharine Lord

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for H Patterson Hale Jr Charitable Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated May 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.