Harvey Family Foundation

## Approach Strategy

The Harvey Family Foundation is an Edmond, Oklahoma private foundation with a highly personal philanthropic mission centered on cystic fibrosis research. The foundation was founded by Mark Harvey (President) and is administered by Robert R. Hale, CPA (Treasurer, Edmond OK CPA firm). The Cystic Fibrosis Foundation appears as the largest grantee in virtually every year, often receiving $200,000-$450,000+ annually, suggesting a family member lives with CF or the family has a deeply personal connection to this disease.

Secondary priorities include Massachusetts Institute of Technology (likely Mark Harvey's alma mater), Boston Children's Hospital (CF care), and Oklahoma City community organizations (Heritage Hall School, St. Luke's United Methodist Church, OKC nonprofits).

Critical insight: This foundation is fully preselected. All grants reflect Mark Harvey's personal priorities. No open applications are accepted.

The foundation's contact person is Rob Hale, CPA: (405) 330-6000, rob.hale@halecpa.com, 1300 E 15th, Suite 150, Edmond, OK 73013. However, given the deeply personal nature of the giving (disease-driven), cold outreach is unlikely to be productive.

For CF-adjacent organizations: This foundation's connection to the Cystic Fibrosis Foundation and the CF program at Boston Children's Hospital (mentions "Dr. Uller and the Adult CF Program") suggests openness to other CF-related organizations if there is a personal introduction through the CF research community.

## Funding Patterns

The Harvey Family Foundation shows massive variability in annual giving, driven by the Cystic Fibrosis Foundation commitment:

Historical giving: - 2024: $177,155 (10 grants) — smaller CF commitment this year - 2023: $523,833 (6 grants) — large CF year ($200K+) - 2022: $464,677 (5 grants) — large CF year ($200K+) - 2021: $497,834 (8 grants) — large CF year - 2020: $127,753

The Cystic Fibrosis Foundation has received variously: $443,333 in one year; $200,000+ in multiple years; named grants to specific CF researchers (Dr. Uller at Boston Children's Hospital, the Adult CF Program).

Note: Grantmakers.io shows $0 assets for recent years — this is likely a data issue. The IRS DB records show $3.4M+ in assets, consistent with the foundation's giving history and annual contributions from the Harvey family.

MIT's Edgerton Center Director's Fund appears as a multi-year grantee ($35,000/year) — a likely named endowment or programmatic commitment at MIT's hands-on science learning center.

Oklahoma City community grants ($5,000-$15,000 range) to Heritage Hall, 8th Street Urban Farm, Peppers Ranch, and others suggest local community involvement alongside the major national medical commitments.

## Peer Comparison

The Harvey Foundation operates in a niche: a family foundation whose largest commitment ($200-443K/year) goes to a single national disease organization. This is relatively common among families affected by serious genetic diseases — the philanthropy follows the family's lived experience.

For Cystic Fibrosis organizations, the primary funder ecosystem includes the CFF itself, patient advocacy groups, and research foundations at major CF centers (UCSF, Boston Children's, Cleveland Clinic, etc.).

## Recent Activity

FY2024 grantees: - 8th Street Urban Farm (Oklahoma City): $50,000 — largest grant to a local OKC organization - Massachusetts Institute of Technology (Cambridge): $35,000 — Edgerton Centers Director's Fund - Boston Children's Hospital Fund (Boston): $30,000 — likely CF-related - Peppers Ranch (Guthrie OK): $15,000 — youth organization - Cystic Fibrosis Foundation (Bethesda MD): grant amount not specified separately in 2024 - 34 Project (Bethany OK): $10,000+ — Oklahoma Christian organization - Nichols Hills Parks Inc: $5,000+ - Heritage Hall School (Oklahoma City): $5,000+ - One Veteran One Dog Two Lives Saved: $5,000+ — veteran/service dog organization - OHHRF (Oklahoma Health & Human Rights Foundation?): $1,000

The 8th Street Urban Farm grant ($50,000) as the largest 2024 grant is noteworthy — this is a significant increase in Oklahoma City community investment alongside the perennial national medical/educational commitments.

Note: The "Cystic Fibrosis Fundation" (misspelled in IRS data) appears in multiple years as the single largest grantee, but did not appear explicitly in 2024 facets — it may be reflected in the Boston Children's Hospital grant or distributed differently.

## Application Tips

Bottom line: Do not apply cold. The Harvey Family Foundation is preselected and driven by deeply personal family connections to cystic fibrosis, MIT, and Oklahoma City community.

For organizations that may have genuine alignment:

1. Cystic Fibrosis research and clinical organizations: Organizations working on CF research, clinical trials, or CF patient support can contact Rob Hale, CPA at rob.hale@halecpa.com or (405) 330-6000 for a referral. The foundation clearly values direct disease-fighting work in CF. If your organization has a connection to the Cystic Fibrosis Foundation's grantee network (University of North Carolina, Cleveland Clinic, UCSF CF programs), mentioning that connection may open a conversation.

2. MIT-affiliated research and education: MIT's Edgerton Center for hands-on science learning has received a named directors' fund grant multiple years. Other MIT-affiliated research programs, particularly in biomedical engineering or life sciences, may be in scope if Mark Harvey is a loyal MIT alumnus.

3. Oklahoma City community organizations: 8th Street Urban Farm, Heritage Hall School, and Peppers Ranch (youth ranch) are recent grantees. Oklahoma City organizations in food security/urban agriculture, private education, or youth development may find personal connections through the OKC social sector.

4. Veteran service organizations: "One Veteran One Dog Two Lives Saved" (service dogs for veterans) received a 2024 grant. Oklahoma has a large veteran population and veteran-serving organizations in the OKC area may be in scope.

Contact: Robert R. Hale, CPA, 1300 E 15th Street, Suite 150, Edmond, OK 73013. Phone: (405) 330-6000. Email: rob.hale@halecpa.com.