Herbert and Marian Haley Foundation

Private foundation · Grantmaker Birmingham, AL EIN: 58-6306798

The Herbert and Marian Haley Foundation is a private foundation based in Birmingham, Alabama. Its 2025 grants supported organizations working in education, animal rescue, foster care, and medical care.

Herbert and Marian Haley Foundation at a glance

In short: Herbert and Marian Haley Foundation gave $260K across 4 grants in 2025 (avg $65K), mostly in Georgia. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$260,000
+7.8% vs 2024
Grants made (2025)
4
-20.0% vs 2024
Average grant
$65,000
+34.8% vs 2024
Median grant
$10,784
Total assets
$4,531,940
-0.3% vs 2024
Primary geography
Georgia (88% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026.

How to apply to Herbert and Marian Haley Foundation

How to Apply

Contact Regions Bank Trust Department. The filing states that there is no specific form and no restrictions on awards.

Contact

Application contact: Regions Bank Trust Department
Mailing address: 1900 5Th Ave North 26Th Floor, Birmingham, AL 35203
Phone: (205) 264-5523

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Herbert and Marian Haley Foundation funds

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

George Walton Academy: $228KGeorge Walton Academy$228KAlaqua Animal Rescue Inc: $11KAlaqua Animal Rescue Inc$11KEmbrace Florida Kids: $11KEmbrace Florida Kids$11KPoint Washington Medical Clinic: $11KPoint Washington MedicalClinic$11K

The largest 2025 recipient was George Walton Academy ($228K). Together the top 4 received $260K.

Grant Size Distribution

105 grants across all recorded years

100<$50K3$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 100 grants of 105 (95%).

Geographic Focus

Where this funder awards grants

In 2025, 88% of grant dollars went to recipients in Georgia and 12% to recipients in Florida.

Grant Distribution by State

6states

Share of 2025 grant dollars across all 4 itemized grants.

Cities

AlbanyMonroeSanta Rosa BeachAtlantaFreeportLeesburgNashvilleSocial CircleNew OrleansPaceBelgradeGood HopePalmettoStaten IslandValdostaWoodstockAthensGainesvilleMaconMemphis

How Herbert and Marian Haley Foundation gives

  • Giving held roughly steady from 2022 to 2025 (−10%). Method
  • In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K39 grants2020 42 grants2021 33 grants2022 21 grants2023 5 grants2024 4 grants2025

From 2020 to 2025, annual grant giving ranged from $233K (2020) to $289K (2022). In 2025 it made 4 grants totaling $260K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
George Walton Academy Monroe, GAEducation$227,649
Alaqua Animal Rescue Inc Freeport, FLPublic Charity - Operating Budget$10,784
Embrace Florida Kids Pace, FLFoster Care$10,784
Point Washington Medical Clinic Santa Rosa Beach, FLPublic Charity - Operating Budget$10,783
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$4,531,940$310,541$325,307$260,0004$263,325$254,454$265,639
2024$4,546,706$373,802$303,746$241,1085$244,428$320,510$259,634
2023$4,477,926$266,113$303,299$251,10721$254,367$217,181$244,368
2022$4,516,248$166,354$347,246$289,00033$292,170$116,025$254,806
2021$4,723,362$554,565$328,327$261,00042$263,975$496,195$291,447
2020$4,477,124$327,988$287,664$232,70239—$277,827$263,849

Under IRS private-foundation payout rules, Herbert and Marian Haley Foundation reported a distributable amount of $266K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants included support for George Walton Academy, whose stated mission is to provide challenging instruction, engaging experiences, and global perspectives; Alaqua Animal Rescue; Embrace Florida Kids; and Point Washington Medical Clinic. Point Washington Medical Clinic says it provides primary health care regardless of patients’ means or access.

Grantmaking

In 2025, the foundation made 4 grants totaling $260,000. Grant amounts ranged from $10,783 to $227,649, with a median of $10,784. The largest grant was $227,649 to George Walton Academy in Monroe, Georgia, for education. Other grants were $10,784 to Alaqua Animal Rescue in Freeport, Florida, for its operating budget; $10,784 to Embrace Florida Kids in Pace, Florida, for foster care; and $10,783 to Point Washington Medical Clinic in Santa Rosa Beach, Florida, for its operating budget.

Leadership & Key People

Leadership team and compensation from IRS filings

Regions Bank Trust Department is listed as trustee.

Herbert and Marian Haley Foundation's only listed officer is Regions Bank Trust Department, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Regions Bank Trust Department

    Trustee

    On filings since 2020

    1 hr/week

    $34K (2020) → $42K (2025)

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Regions Bank Trust Department — Trustee: $42KRegions Bank Trust…Trustee$42K

The highest reported compensation on the 2025 filing was $42K, to Regions Bank Trust Department (Trustee).

Frequently asked questions about Herbert and Marian Haley Foundation

How much does Herbert and Marian Haley Foundation give each year?

Herbert and Marian Haley Foundation gave $260K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $241K across 5 grants.

What is Herbert and Marian Haley Foundation's typical grant size?

Herbert and Marian Haley Foundation's median grant in 2025 was $10,784, and its average grant was $65,000, across 4 grants on its 2025 IRS Form 990-PF.

Where does Herbert and Marian Haley Foundation give grants?

Herbert and Marian Haley Foundation gives mostly in Georgia: 88% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Florida (12%).

Does Herbert and Marian Haley Foundation give general operating support?

Yes: 50% of Herbert and Marian Haley Foundation's 2025 grants with a stated purpose (2 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Herbert and Marian Haley Foundation?

Herbert and Marian Haley Foundation reported $4.5M in total assets on its 2025 IRS Form 990-PF. It paid out $263K in qualifying distributions that year, against a required minimum of $266K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What does Herbert and Marian Haley Foundation fund?

No mission statement for the foundation is provided. Its 2025 grants included support for George Walton Academy, whose stated mission is to provide challenging instruction, engaging experiences, and global perspectives; Alaqua Animal Rescue; Embrace Florida Kids; and Point Washington Medical Clinic. See mission & focus areas ↑

How do I apply for a grant from Herbert and Marian Haley Foundation?

Contact Regions Bank Trust Department. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Herbert and Marian Haley Foundation's EIN?

Herbert and Marian Haley Foundation's EIN (Employer Identification Number) is 58-6306798. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
  2. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Herbert and Marian Haley Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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