O L Halsell Foundation logo

O L Halsell Foundation

COSTA MESA, CA EIN: 95-6027266 Website

The O.L. Halsell Foundation is a private foundation established in 1948 by Oliver Linden Halsell in California. Based in Costa Mesa, California, the foundation has been serving Orange County communities for more than 60 years through grants to nonprofit charitable organizations.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$48.9M

+5.4% YoY

Annual Giving

$2.4M

+5.7% YoY

Grant Count

121

+4.3% YoY

Avg Grant Size

$20K

+1.3% YoY

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

Mission & Focus Areas

The foundation is committed to assisting Orange County community-based groups and programs that promote social change. According to the foundation's stated philosophy, it believes that by assisting people to take greater responsibility for their own well-being and for the communities in which they live, a better future can be created.

The foundation provides grants to:

  • Agencies that provide services to youth in Orange County, especially those serving young people in high-risk, underrepresented areas
  • Agencies that serve less fortunate senior citizens
  • Health organizations
  • Educational institutions
  • Programs supporting women, children, and families

Grantmaking

The foundation does not grant funds for individual scholarships, religious institutions, debt retirement, or budget deficits.

Review Cycle

of September 30th. Funding decisions are made in early December. Organizations that received grants must submit a grant report by September 30th of the following year as a condition for receiving future grants.

How to Apply

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Geographic Focus

Where this funder awards grants

The foundation limits its funding to Orange County, California, to remain involved with the nonprofit agencies it supports.

Grant Distribution by State

2states

Cities

Aliso ViejoAnaheimBreaBuena ParkCoronaCosta MesaCypressCypress CaFountain ValleyFullertonGarden GroveHuntington BeacHuntington BeachIrvineLa HabraLaguna BeachLaguna Beach CaLaguna HillsLake ForestLong Beach

Financial History

Multi-year comparison from IRS filings

As of December 2024:

  • Total assets: $48,863,861
  • Total revenues: $3,181,430
  • Total expenses: $3,407,024
  • Investment income and dividends: $764,264
  • Net rental income: $323,770

Historical Giving: The foundation has distributed approximately $2,391,000 in total giving across its grantmaking activities.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$4M20202021202220232024
Metric202420232022
Total Assets$48,863,861$46,370,868$44,433,591
Revenue$3,181,430$3,757,795$3,642,742
Expenses$3,407,024$3,381,095$3,122,862
Qualifying Distributions$2,461,174$2,341,227$2,249,282
Net Investment Income$2,284,005$2,773,222$2,817,335
Distributable Amount$2,463,980$2,308,290$2,317,592

Giving Over Time

Total grant dollars and number of grants per year

$0$600K$1M$2M$2M130 grants2020121 grants2021117 grants2022116 grants2023121 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

AGE WELL SENIOR SERVICES$40KALZHEIMERS FAMILY SERVIC…$40KALZHEIMERS ORANGE COUNTY$40KBRACKEN'S KITCHEN$35KCOURT APPOINTED SPECIAL …$35KCOMMUNITY SENIORSERV$30KEDDIE NASH FOUNDATION$30KFAMILIES FORWARD$30KBOYS AND GIRLS CLUB OF G…$25KBOYS CLUB OF BUENA PARK$25K

Grant Size Distribution

250 grants across all recorded years

242<$50K6$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

Open Grants

1 open opportunity from O L Halsell Foundation

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

The foundation's trustees include W. David Stauffer, Morgan Roach, and James Schramm.

Compensation Overview

From 2024 IRS filing

W DAVID STAUFFERPresident$84KMORGAN ROACHSecretary$84KJAMES SCHRAMMTreasurer$84K

From 2024 filing

NameTitleHoursCompensation
W DAVID STAUFFERPresident15$84,000
MORGAN ROACHSecretary15$84,000
JAMES SCHRAMMTreasurer15$84,000

Contact Information

Mailing Address: O.L. Halsell Foundation P.O. Box 6300 Santa Ana, CA 92706

Phone: 714-546-0755

Office Location: 3200 Park Center Drive, Suite 1170 Costa Mesa, CA 92626-7153

EIN: 95-6027266

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

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