O L Halsell Foundation
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
Under IRS private-foundation payout rules, O L Halsell Foundation reported a distributable amount of $2.5M for 2024 — the minimum it must pay out in qualifying distributions.
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
States
Cities
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.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Open Grants
1 open opportunity from O L Halsell Foundation
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Age Well Senior Services ($40,000), Alzheimers Family Services Center ($40,000), Alzheimers Orange County ($40,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AGE WELL SENIOR SERVICES LAKE FOREST, CA | OPERATING FUNDS | $40,000 |
| ALZHEIMERS FAMILY SERVICES CENTER HUNTINGTON BEACH, CA | OPERATING FUNDS | $40,000 |
| ALZHEIMERS ORANGE COUNTY IRVINE, CA | OPERATING FUNDS | $40,000 |
| AMERICAN RED CROSS ORANGE COUNTY SANTA ANA, CA | OPERATING FUNDS | $10,000 |
| AMVETS DEPARTMENT OF CALIFORNIA SVC GARDEN GROVE, CA | OPERATING FUNDS | $10,000 |
| ASSISTANCE LEAGUE OF HUNTINGTON BEA HUNTINGTON BEACH, CA | OPERATING FUNDS | $15,000 |
| ASSISTANCE LEAGUE OF CAPISTRANO VAL SAN JUAN CAPISTRANO, CA | OPERATING FUNDS | $10,000 |
| ASSISTANCE LEAGIE OF FULLERTON FULLERTON, CA | OPERATING FUNDS | $10,000 |
| BEACH CITIES INTERFAITH SERVICES IN HUNTINGTON BEACH, CA | OPERATING FUNDS | $10,000 |
| BEYOND BLINDNESS SANTA ANA, CA | OPERATING FUNDS | $20,000 |
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
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| W DAVID STAUFFER | President | 15 | $84,000 |
| MORGAN ROACH | Secretary | 15 | $84,000 |
| JAMES SCHRAMM | Treasurer | 15 | $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
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does O L Halsell Foundation fund?
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, underrepresente…
How do I apply for a grant from O L Halsell Foundation?
**Grant Restrictions:** The foundation does not grant funds for individual scholarships, religious institutions, debt retirement, or budget deficits. **Application Process:** Grant applications are accepted annually from Orange County nonprofit and charitable organizations. The foundation opens grant applications on August 1st each year, with a deadline of September 30th. Funding decisions are made in early December. Organizations that received grants must submit a grant report by September 30t…
Where does O L Halsell Foundation make grants?
The foundation limits its funding to Orange County, California, to remain involved with the nonprofit agencies it supports.
What size grants does O L Halsell Foundation award?
In 2024, O L Halsell Foundation awarded 121 grants totaling $2.4M — an average of about $20K per grant, based on its IRS Form 990 filings.
How much is O L Halsell Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, O L Halsell Foundation reported a distributable amount of $2.5M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is O L Halsell Foundation's EIN?
O L Halsell Foundation's EIN (Employer Identification Number) is 95-6027266. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in O L Halsell Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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