The Planetary Trust
The Planetary Trust is a private foundation based in Dallas, Texas. Its 2024 grants supported organizations working in areas including energy, electric transportation, environmental conservation, education, volunteerism, and community arts.
The Planetary Trust at a glance
In short: The Planetary Trust gave $469K across 20 grants in 2024 (avg $23K), mostly in Texas. 20% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $469,484
- -5.0% vs 2023
- Grants made (2024)
- 20
- +0.0% vs 2023
- Average grant
- $23,474
- -5.0% vs 2023
- Median grant
- $10,000
- Total assets
- $1,022,996
- +9.8% vs 2023
- New grantees (estimate)
- 20% first-time grantees (4 of 20, 2024; small sample)
- Primary geography
- Texas (51% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Planetary Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 7149 Hillgreen, Dallas, TX 75214
Phone: (214) 823-1537
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Planetary Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Rocky Mountain Institute ($130K). Together the top 10 received $419K.
Grant Size Distribution
99 grants across all recorded years
The most common grant size was under $50K: 83 grants of 99 (84%).
Geographic Focus
Where this funder awards grants
In 2024, grant dollars went primarily to recipients in Texas (51%) and Colorado (37%), followed by Montana (11%), California (1%), and Massachusetts (0%).
Grant Distribution by State
Share of 2024 grant dollars across all 20 itemized grants.
Cities
Is The Planetary Trust open to new grantees?
20%
first-time grantees, 2024
In 2024, 4 of 20 grantees (20%) were first-time recipients. With only 20 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $119; repeat grants $29K. How we count
Medians: $80 first-time, $10K repeat.
- 70% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+6%). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $433K (2020) to $494K (2023). In 2024 it made 20 grants totaling $469K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Rocky Mountain Institute Boulder, CO | Research Institute Dedicated to Rethinking US Energy | $130,000 |
| Southern Methodist University Dallas, TX | Educational Institution | $102,200 |
| Texas Electric Transportation Austin, TX | Electric Transportation | $51,000 |
| Biomimicry Institute Missoula, MT | To nurture & grow regional community who are learning, emulating, and conserving life's genius to create a healthier planet | $50,000 |
| Globe Aware Dallas, TX | Volunteer in International Environment | $21,000 |
| Western Colorado University Gunnison, CO | Educational Institution | $20,000 |
| Center for the Arts Crested Butte Crested Butte, CO | Community Arts | $15,000 |
| Texas Trees Foundation Dallas, TX | The Greening of North Central Texas | $10,010 |
| Dallas Arboretum Dallas, TX | To promote the art, enjoyment and knowledge of horticulture | $10,000 |
| Dallas Opera Dallas, TX | Community Arts | $10,000 |
Ready to take the next step with The Planetary Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income |
|---|---|---|---|---|---|---|---|
| 2024 | $1,022,996 | $572,960 | $472,956 | $469,484 | 20 | $469,484 | $137,140 |
| 2023 | $931,643 | $8,432 | $499,660 | $493,983 | 20 | $493,983 | $4,047 |
| 2022 | $1,424,480 | $536,001 | $477,824 | $465,149 | 24 | $465,149 | $174,630 |
| 2021 | $1,354,403 | $957,599 | $452,217 | $444,296 | 18 | $444,296 | $489,398 |
| 2020 | $827,922 | $440,860 | $435,309 | $432,905 | 17 | — | $213,240 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The available information does not state the foundation’s own mission. Its grants include support for energy research, electric transportation, environmental organizations, educational institutions, and arts organizations. For example, Rocky Mountain Institute describes its mission as transforming the global energy system toward a clean, prosperous, zero-carbon future; Texas Trees Foundation says it works to improve the health of cities and people through trees; and Dallas Opera describes its purpose as community arts.
Grantmaking
In 2024, the foundation made 20 grants totaling $469,484. Grant amounts ranged from $20 to $130,000, with a median grant of $10,000. The largest awards included $130,000 to Rocky Mountain Institute, $102,200 to Southern Methodist University, $51,000 to Texas Electric Transportation, and $50,000 to the Biomimicry Institute. Other recipients included Globe Aware ($21,000), Western Colorado University ($20,000), and Texas Trees Foundation ($10,010).
Leadership & Key People
Leadership team and compensation from IRS filings
Margaret J Haley is listed as a trustee on the 2024 filing.
The Planetary Trust is led by Margaret J. Haley, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2024 filing
Margaret J. Haley
Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Planetary Trust
How much does The Planetary Trust give each year?
The Planetary Trust gave $469K across 20 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $494K across 20 grants.
What is The Planetary Trust's typical grant size?
The Planetary Trust's median grant in 2024 was $10,000, and its average grant was $23,474, across 20 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Planetary Trust that year got $119 on average.
Where does The Planetary Trust give grants?
The Planetary Trust gives mostly in Texas: 51% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Colorado (37%) and Montana (11%). The most frequent recipient cities were Dallas, TX (9 grants) and Austin, TX (3 grants).
Does The Planetary Trust give general operating support?
Occasionally: 5% of The Planetary Trust's 2024 grants with a stated purpose (1 of 20) were for general or operating support, per its 2024 IRS Form 990-PF. Recurring purposes include "Community Arts" (3 grants) and "Educational Institution" (3 grants).
Who are The Planetary Trust's largest grantees?
The Planetary Trust's largest 2024 grantees include Rocky Mountain Institute ($130,000), Southern Methodist University ($102,200) and Texas Electric Transportation ($51,000), according to its 2024 IRS Form 990-PF. Together they received 60% of its itemized 2024 grant dollars.
How large is The Planetary Trust?
The Planetary Trust reported $1.0M in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $573K.
What does The Planetary Trust fund?
The available information does not state the foundation’s own mission. Its grants include support for energy research, electric transportation, environmental organizations, educational institutions, and arts organizations. See mission & focus areas ↑
How do I apply for a grant from The Planetary Trust?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Planetary Trust's EIN?
The Planetary Trust's EIN (Employer Identification Number) is 75-2567517. IRS Form 990 filing data is available on this page for 2020–2024.
Does The Planetary Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). The Planetary Trust funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/the-planetary-trust-morg_6ab406914b854b388e8aee9ea2cbef69
BibTeX
@misc{grantable_752567517_2026,
author = {{Grantable}},
title = {{The Planetary Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-planetary-trust-morg_6ab406914b854b388e8aee9ea2cbef69},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Planetary Trust'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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