Private foundation
BOCA GRANDE, FLEIN
The funder's latest Form 990-PF says it gives only to organizations it has already chosen and does not accept unsolicited requests. An introduction is usually the only route.
Application policy: Funds preselected organizations only, as stated on the FY2025 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $562,997 | $388,089 | $376,500 | $5,346,778 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 14% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| LibraryBoca Grande, FL | Library Improvements | $500,000 | 2017 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Howard J Hall | PRESIDENT | 0.00 | $0 |
| Joanne E Hall | VICE PRESIDE | 0.00 | $0 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $5,346,778 |
| FY2024 | 990-PF | $229,291 | $309,578 | $269,000 | $5,171,870 | $5,171,870 |
| FY2023 | 990-PF | $406,133 | $293,696 | $253,000 | $5,120,684 | $5,120,684 |
| FY2022 | 990-PF | $125,619 | $22,059 | $0 | $5,143,625 | $5,143,625 |
| FY2021 | 990-PF | $2,235,726 | $325,628 | $285,900 | $5,472,842 | $5,472,842 |
| FY2020 | 990-PF | $652,001 | $173,574 | $0 | $3,577,135 | $3,577,135 |
| FY2019 | 990-PF | $23,930 | $333,348 | $0 | $2,814,785 | $2,814,785 |
| FY2018 | 990-PF | $48,543 | $229,177 | $0 | $3,291,299 | $3,291,299 |
| FY2017 | 990-PF | $88,435 | $594,573 | $571,000 | $3,494,085 | $3,494,085 |
| Programs |
| $177,906 |
| 2019 |
| Boca Grande Health Clinic FioundationBoca Grande, FL | Programs | $121,000 | 2018 |
| OUR LADY OF MERCYBOCA GRANDE, FL | CHURCH | $106,000 | 2021 |
| BOWDIN COLLEGEBRUNSWICK, ME | GENERAL OPERATIONS | $100,000 | 2025 |
| Town of Wells MaineWells, ME | Field Improvements | $95,000 | 2019 |
| MINDER MINDSSHIRLEY, MA | CHILD CARE SERVICES | $72,500 | 2021 |
| Wells School SystemWells, ME | School Programs | $61,000 | 2017 |
| DEMPSY CENTERSOUTH PORTLANSD, ME | GENERAL OPERATIONS | $50,000 | 2023 |
| TOWN OF WELLSWELLS, ME | GENERAL OPERATIONS | $50,000 | 2025 |
| HISTORICAL SOCIETY OF WELLSWELLS, ME | GNERAL OPERATIONS | $50,000 | 2023 |
| SSA Foundation Scholarship FoundationBoca Grande, FL | Programs | $50,000 | 2018 |
| DEMPSY CENTERSOUTH PORTLANSD, ME | GENERAL OPERATIONS | $50,000 | 2025 |
| DEMPSY CENTERSOUTH PORTLANSD, ME | GENERAL OPERATIONS | $50,000 | 2024 |
| Town of Wells MaineWells, ME | Town Improvements | $35,000 | 2020 |
| Minor Minds IncShirley, MA | Child Care | $35,000 | 2020 |
| Cystic FibrosisBethesda, MD | Donation | $25,000 | 2020 |
| YWCABIDDEFORD, ME | GENERAL OPERATIONS | $24,000 | 2023 |
| ST MARYS CHURCHCHELMSFORD, MA | GENERAL OPERATIONS | $22,500 | 2025 |
| OUR LADY OF MERCY PARISHBOCA GRANDE, FL | GENERAL OPERATIONS | $20,000 | 2024 |
| BOCA GRANDE PRE SCHOOLBOCA GRANDE, FL | GENERAL OPERATIONS | $20,000 | 2025 |
| Catholic CharitiesVenice, FL | Donations | $20,000 | 2020 |
| ENTREPRENEURSHIP FOR ALLLOWELL, MA | TO PROVIDE EDUCATION TO UNDERSERVED | $20,000 | 2021 |
| Catholic CharitiesVenice, FL | Donations | $20,000 | 2019 |
| YWCA OF LOWELLLOWELL, MA | GENERAL OPERATIONS | $20,000 | 2024 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2024 · period ending Dec 31, 2024IRS bulk XML
Filing id 202511959349100621
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202411639349101111
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202331379349100433
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202213149349102306
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202111439349100151
Form 990-PF · FY2019 · period ending Dec 31, 2019
Filing id 202022809349100307
Form 990-PF · FY2018 · period ending Dec 31, 2018
Filing id 201902189349100000
Form 990-PF · FY2017 · period ending Dec 31, 2017
Filing id 201802809349100000
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.