The Planetary Trust is a private foundation based in Dallas, Texas, established in 1995. It operates as a 501(c)(3) organization dedicated to environmental grantmaking and research on sustainable development. The foundation focuses on funding volunteers in international environmental work, bringing information to the public, and supporting research on new energy economy initiatives. It functions as a research institute dedicated to rethinking how society, business, and government work together to create a more prosperous, just, and sustainable world.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.0M
+9.8% YoY
Annual Giving
$469K
-5.0% YoY
Grant Count
20
+0.0% YoY
Avg Grant Size
$23K
-5.0% YoY
Mission & Focus Areas
The Planetary Trust's primary funding areas include:
- Renewable Energy: Grants supporting new energy economy research and development
- Environmental Volunteerism: Support for volunteers engaged in international environmental work
- Land Conservation: Funding for land conservation initiatives
- Marine and Water Conservation: Grants addressing marine and water-related environmental issues
- Science Education: Support for science teachers and education nonprofits
- Community Arts: Funding for arts-related community initiatives
Grantmaking
The foundation made 17 grants in 2023. Typical award amounts range from $20,000 to $170,000.
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Geographic Focus
Where this funder awards grants
The foundation's grantmaking focuses primarily on Texas, Colorado, and Montana.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023:
- Total Assets: $931,643
- Total Revenues: $8,432
- Total Expenses: $499,660
- Number of Employees: 0
As of 2024 (most recent IRS 990 filing):
- Total Assets: $1,022,996
- Total Giving: $469,484
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,022,996 | $931,643 | $1,424,480 |
| Revenue | $572,960 | $8,432 | $536,001 |
| Expenses | $472,956 | $499,660 | $477,824 |
| Qualifying Distributions | $469,484 | $493,983 | $465,149 |
| Net Investment Income | $137,140 | $4,047 | $174,630 |
| Distributable Amount | — | — | — |
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
99 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARGARET J HALEY | Trustee | — | — |
Subject Areas
Focus areas based on grantmaking activity
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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