CINCINNATI, OH
Carol Ann And Ralph V Haile Jr Foundation
Quick Facts
- EIN
- 542135984
- Location
- CINCINNATI, OH
- Category
- Philanthropy & Grantmaking
- Total Assets
- $283.2M
- Annual Income
- $28.6M
- IRS Ruling Year
- 2004
- Organization Type
- Trust
- Tax Deductibility
- Contributions are deductible
About This Foundation
Carol Ann And Ralph V Haile Jr Foundation is a private trust based in CINCINNATI, OH. The foundation received its IRS ruling in 2004. It holds total assets of $283.2M. Annual income is reported at $28.6M. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$14.8M
2023-17%
Total Assets
$276.2M
2023+2%
Fair Market Value
$276.2M
2023
Net Worth
$276.2M
2023
Grants Paid
$11.3M
2023
Contributions
$0
2023
Net Investment Income
$3M
2023
Distribution Amount
$13.4M
2023
Total Giving by Year
$14.2M
11$13.7M
12$14.1M
13$15.5M
14$15.7M
15$16.6M
19$16M
20$16.2M
21$17.7M
22$14.8M
23Asset Growth
$219M
11$213.6M
12$209.4M
13$202.2M
14$202M
15$192M
19$180.7M
20$318.4M
21$270M
22$276.2M
23Investment Portfolio (2023)
Total: $130.1M
Corporate Stock: $105M
Corporate Bonds: $25.1M
Other Investments: $138.1M
Corporate Stock (39%)
Corporate Bonds (9%)
Other Investments (51%)
Expense Breakdown (2023)
Grants Paid$11.3M
Officer Compensation$738K
Accounting Fees$69K
Travel & Conferences$61K
Pension & Benefits$58K
Occupancy$55K
Legal Fees$21K
Revenue Sources (2023)
- Dividends
- $3.4M
- Capital Gains (Net)
- $-1,720,257
Financial Details (2023)
- Total Revenue
- $1.7M
- Total Expenses
- $14.8M
- Exempt Purpose Expenses
- $12.9M
- Required Distribution
- $13.4M
- Undistributed Income
- $0
- Total Liabilities
- $1
- Excise Tax
- $42K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
50
Total Giving
$11M
Average Grant
$221K
Median Grant
$120K
Grant Range
Min$63K
Max$1.1M
Median: $120K
Smallest grantLargest grant
Geographic Distribution of Grants
AK
ME
VT
NH
WA
ID
MT
ND
MN
WI
MI
NY
NY: $200K (2)
MA
CT
RI
OR
NV
WY
SD
IA
IL
IN
OH
OH: $9.9M (42)
PA
NJ
CA
UT
CO
NE
MO
KY
KY: $700K (4)
WV
VA
MD
DE
DC
DC: $150K (1)
AZ
NM
KS
AR
TN
NC
SC
OK
LA
MS
AL
GA
FL
FL: $75K (1)
HI
TX
OH$9.9M (42)
KY$700K (4)
NY$200K (2)
DC$150K (1)
FL$75K (1)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| ProkidsHAILE FDN GRANT-A CHANCE AT A CHILDHOOD CAMPAIGN | Cincinnati, OH | $1.1M | 2022 |
| Greater Cincinnati FoundationCINCINNATI STREETCAR FUND - 2021/2022 | Cincinnati, OH | $1M | 2022 |
| Santa Maria Community ServicesHAILE FDN - ONE BLDG | Cincinnati, OH | $1M | 2022 |
| Cincinnati Public Radio IncBUILDING CONNECTIONS CAMPAIGN | Cincinnati, OH | $1M | 2022 |
| Inter Parish MinistrySUMMER HUNGER/GENERAL OPERATING SUPPORT | Cincinnati, OH | $525K | 2022 |
| Bethany House Services IncONE STEP CLOSER TO HOME CAMPAIGN | Cincinnati, OH | $500K | 2022 |
| Cincinnati Playhouse In The ParkCAPITAL GRANT | Cincinnati, OH | $350K | 2022 |
| Taft Museum Of ArtLOVE THIS HOUSE CAMPAIGN | Cincinnati, OH | $324K | 2022 |
| American Sign MuseumANNEX CAPITAL CAMPAIGN | Cincinnati, OH | $310K | 2022 |
| Brighton Center IncOPPORTUNITY HOUSE FAMILY FUND | Newport, KY | $300K | 2022 |
| The Children'S Theatre Of CincinnatiCAPITAL CAMPAIGN | Cincinnati, OH | $250K | 2022 |
| Cincinnati Usa Regional Chamber FoundationBLINK LIGHTING FESTIVAL 2022 | Cincinnati, OH | $250K | 2022 |
| Accelerate Great SchoolsAGS CAMPAIGN PHASE II: MORE HQ SEATS | Cincinnati, OH | $250K | 2022 |
| University Of Cincinnati FoundationGREATER CINCINNATI STEM COLLABORATIVE | Cincinnati, OH | $186K | 2022 |
| United Negro College Fund IncHAILE FDN-UNCF SCHOLARSHIPS FOR GREATER CINCINNATI | Washington, DC | $150K | 2022 |
| Lighthouse Youth Services IncA NEW HOME FOR NEW BEGINNINGS | Cincinnati, OH | $150K | 2022 |
| Center For Great Neighborhoods Of CovingtonHAILE FDN - COMMUNITY ENGAGEMENT INITIATIVES 22/23 | Covington, KY | $150K | 2022 |
| Green UmbrellaREIMAGINING THE CIVIC COMMONS LEARNING NETWORK | Cincinnati, OH | $150K | 2022 |
| Emergency Shelter Of Northern Kentucky IncON OUR WAY HOME | Covington, KY | $150K | 2022 |
| Spirit Of CincinnatiHOOD CENTURY PROJECT | Cincinnati, OH | $150K | 2022 |
| Greater Cincinnati Film CommissionGENERAL OPERATING SUPPORT | Cincinnati, OH | $130K | 2022 |
| Society Of St Vincent De Paul District Council Of CincinnatiHAILE FDN-PRESCRIBING HOPE TO SENIORS | Cincinnati, OH | $130K | 2022 |
| Found House Interfaith Housing NtwrkHAILE FDN GRANT - MELROSE PLACE | Cincinnati, OH | $125K | 2022 |
| Cincinnati Preservation AssociationHISTORIC PRESERVATION REVOLVING FUND | Cincinnati, OH | $125K | 2022 |
| Xavier UniversityPOVERTY BOOK | Cincinnati, OH | $120K | 2022 |
| Cincinnati Shakespeare CompanyHIGH-TECH PRODUCTION OF HAMLET | Cincinnati, OH | $120K | 2022 |
| Over The Rhine Community HousingTHE BARRISTER | Cincinnati, OH | $120K | 2022 |
| New Life Furniture IncFURNITURE THRIFT STORE | Cincinnati, OH | $110K | 2022 |
| Freestore Foodbank Main AccountHAILE FDN - GROWING BEYOND HUNGER PMT 4 OF 6 | Cincinnati, OH | $100K | 2022 |
| In Our Backyards IncIOBY CINCINNATI - GENERAL OPERATING SUPPORT | Brooklyn, NY | $100K | 2022 |
| Literacy Network Of Greater CincinnatiFUNDING SUPPORT FOR LAUNCH | Cincinnati, OH | $100K | 2022 |
| Strategies To End Homelessness IncSOLUTIONS FOR FAMILY HOMELESSNESS | Cincinnati, OH | $100K | 2022 |
| Center For Holocaust And Humanity EducationCAPITAL GRANT | Cincinnati, OH | $100K | 2022 |
| Teach For America IncTFA FY23 GENERAL OPERATING SUPPORT | New York, NY | $100K | 2022 |
| Comprehensive Community Child Care Organization IncSTABILIZING CHILD CARE | Cincinnati, OH | $100K | 2022 |
| Samaritan Car Clinic IncCAR CLINIC BUILDING SUPPORT | Covington, KY | $100K | 2022 |
| Ion Center For Violence PreventionHAILE FDN - IN HONOR OF MRS. MARGARET JANE MCKAY | Covington, OH | $95K | 2022 |
| United Way Of Greater CincinnatiHAILE FDN - PROJECT LIFT | Cincinnati, OH | $75K | 2022 |
| Westwood Works IncGENERAL OPERATING SUPPORT - 2022 | Cincinnati, OH | $75K | 2022 |
| The Miami FoundationURBAN CONSULATE CINCINNATI PROGRAMMING 2022 | Miami, FL | $75K | 2022 |
| School Board SchoolGENERAL OPERATING SUPPORT | Cincinnati, OH | $75K | 2022 |
| Flywheel Social Enterprise HubGENERAL OPERATING SUPPORT 2022 | Cincinnati, OH | $75K | 2022 |
| Pyramid Hill Sculpture Park And MuseumJOURNEY BOREALIS SPONSORSHIP | Hamilton, OH | $75K | 2022 |
| Cincinnati Museum CenterHAILE GRANT-IN-SCHOOL PROGRAMMING & FIELD TRIPS | Cincinnati, OH | $75K | 2022 |
| Jewish Federation Of CincinnatiJEWISH CINCINNATI BICENTENNIAL CAMPAIGN | Cincinnati, OH | $75K | 2022 |
| Wave Pool CorpHAILE FOUNDATION GRANT | Cincinnati, OH | $75K | 2022 |
| Joy Outdoor Education Center Foundation IncFOSTERING SUCCESS PROGRAM | Clarksville, OH | $65K | 2022 |
| Walnut Hills Redevelopment Foundation IncOPERATING SUPPORT | Cincinnati, OH | $65K | 2022 |
| Cincinnati Musical Festival AssocGENERAL OPERATING SUPPORT | Cincinnati, OH | $65K | 2022 |
| Found VillageDEVELOPMENT AND TRAINING | Cincinnati, OH | $63K | 2022 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
| 2018-12 | 990PF | View Filing |
| 2017-12 | 990PF | View Filing |
| 2016-12 | 990PF | View Filing |
| 2015-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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