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O L Halsell Foundation is a private trust based in COSTA MESA, CA. The foundation received its IRS ruling in 1954. The principal officer is Goodrich And Thomas. It holds total assets of $48.9M. Annual income is reported at $3.9M. Total assets have grown from $16.8M in 2011 to $46.4M in 2023. The foundation is governed by 3 officers and trustees. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Orange County, California. According to available records, O L Halsell Foundation has made 487 grants totaling $8.8M, with a median grant of $15K. The foundation has distributed between $2.1M and $2.3M annually from 2020 to 2023. Individual grants have ranged from $1K to $110K, with an average award of $18K. The foundation has supported 207 unique organizations. Grants have been distributed to organizations in California and New York. Contributions to this foundation are tax-deductible.
The O.L. Halsell Foundation is a deeply community-rooted funder with a 75+ year history of investing exclusively in Orange County, California. Founded in 1948 by Oliver Linden Halsell, the foundation reflects its founder's belief in self-improvement and supporting people willing to better themselves. To approach this funder successfully, applicants must demonstrate direct, measurable impact on Orange County residents — particularly those in high-risk, underrepresented communities. The foundation prioritizes operating support (over 80% of grants in 2024 were for operating funds), signaling a trust-based approach that values organizational stability over project-specific funding. This is unusual among foundations of this size and represents a significant advantage for nonprofits seeking flexible funding. Alignment signals include: clear Orange County geographic focus, serving vulnerable populations (youth, seniors, domestic violence survivors), measurable outcomes, and a track record of community impact. The foundation values long-term relationships with grantees — many organizations receive annual funding year after year, suggesting that once accepted into the portfolio, renewal rates are high. First-time applicants should demonstrate how their programs complement (rather than duplicate) the foundation's existing grantee portfolio.
The O.L. Halsell Foundation distributes approximately $2.5 million annually across roughly 120 grants, drawn from a $51 million asset base. Grant sizes range from $5,000 to $100,000, with a median grant of $15,000 and an average around $19,600. The largest grants ($75,000-$100,000) go to established organizations with deep Orange County roots such as the Boys and Girls Club of Central Orange County and the Jewish Federation of Orange County. The foundation has grown its grantmaking steadily, with $24 million distributed over the past decade. Geographic distribution within Orange County concentrates in Santa Ana (21 grants in 2024), Irvine (19 grants), and Huntington Beach (12 grants), reflecting areas with higher concentrations of need and nonprofit density. Sector allocation heavily favors youth development and human services, followed by senior services, health, education, and arts. The foundation's payout rate of approximately 5% of assets aligns with IRS minimum distribution requirements for private foundations, suggesting a conservation-oriented investment philosophy aimed at perpetual grantmaking rather than spend-down.
Among private foundations focused on Orange County, California with assets in the $40-60 million range, the O.L. Halsell Foundation occupies a distinctive niche as a hyper-local general operating support funder.
| Foundation | Assets | Annual Giving | Grant Count | Focus | Geographic Scope |
|---|---|---|---|---|---|
| O.L. Halsell Foundation | $51M | $2.5M | 122 | Youth, seniors, health, education | Orange County only |
| Orange County Community Foundation | $400M+ | $50M+ | 500+ | Broad community needs | Orange County |
| Fieldstone Foundation | $30M | $1.5M | 50-60 | Youth development, education | Southern California |
| Crean Foundation | $45M | $2.0M | 40-50 | Education, healthcare | Orange County |
| Nicholas Endowment | $50M | $2.2M | 80-100 | Social services, education | Orange County |
Compared to the Orange County Community Foundation (a community foundation with a much larger asset base), Halsell offers a more personal, hands-on approach with direct trustee involvement in grantmaking decisions. Relative to peer private foundations like the Crean Foundation and Nicholas Endowment, Halsell stands out for its emphasis on operating support — most peers fund specific programs or capital projects. The foundation's 122 grants per year is notably high for its asset size, indicating a strategy of making many moderate-sized grants rather than a few large ones, maximizing the number of organizations supported.
The O.L. Halsell Foundation has maintained a consistent grantmaking trajectory in recent years, with 122 awards totaling $2.39 million in 2024, up from 117 in 2023, 118 in 2022, and 121 in 2021. This steady growth in both grant count and total giving suggests a healthy investment portfolio and a commitment to incrementally expanding community impact. The foundation's total assets grew from $45.7 million (2020) to $51 million (2024), representing healthy appreciation despite market volatility. The 2025 grant cycle opened August 1 with a September 30 deadline, maintaining the traditional annual cycle. The foundation continues to accept applications from new organizations with an August 31 deadline, indicating an openness to expanding its grantee portfolio. No significant leadership changes, strategic pivots, or new program areas have been publicly announced. The foundation's website (olhalsell.org) serves as the primary application portal, and the emphasis on online applications represents a modernization of what was historically a more traditional paper-based process.
To maximize your chances of receiving an O.L. Halsell Foundation grant, focus on these strategic elements: First, demonstrate deep Orange County roots — the foundation explicitly limits funding to OC-based organizations and values local community connection. Generic regional or statewide proposals will not succeed. Second, request operating support rather than project-specific funding; the foundation's 2024 data shows 101 of 122 grants (83%) were for operating funds, indicating a strong preference for flexible general support. Third, quantify your impact on vulnerable populations: the foundation's focus areas (youth in high-risk areas, seniors, domestic violence survivors, health services) all center on serving people in need. Include specific metrics: how many Orange County residents you serve, what outcomes you achieve, and how your cost-per-person compares to peers. Fourth, note that grant sizes typically range from $5,000 to $100,000 with most grants falling around $15,000 — calibrate your ask accordingly. New applicants should start with a modest request in the $10,000-$25,000 range. Fifth, submit early: the application window is August 1 to September 30, with new organizations facing an August 31 deadline. Prepare your materials well in advance. Finally, be aware of exclusions: the foundation does not fund individual scholarships, religious institutions, debt retirement, or budget deficits. Position your proposal around programs and services, not institutional debt or religious mission.
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Supports youth-related activities and after-school programs, particularly those serving young people in high-risk, underrepresented areas of Orange County.
Funds programs serving senior citizens including meal programs, companionship, and care services in Orange County.
Supports health organizations and health-related services serving Orange County communities.
Provides funding to educational institutions and programs that improve quality of life in Orange County.
Funds organizations serving battered women and their families, emergency assistance, and human services programs in Orange County.
The O.L. Halsell Foundation distributes approximately $2.5 million annually across roughly 120 grants, drawn from a $51 million asset base. Grant sizes range from $5,000 to $100,000, with a median grant of $15,000 and an average around $19,600. The largest grants ($75,000-$100,000) go to established organizations with deep Orange County roots such as the Boys and Girls Club of Central Orange County and the Jewish Federation of Orange County. The foundation has grown its grantmaking steadily, wit.
O L Halsell Foundation has distributed a total of $8.8M across 487 grants. The median grant size is $15K, with an average of $18K. Individual grants have ranged from $1K to $110K.
The O.L. Halsell Foundation is a deeply community-rooted funder with a 75+ year history of investing exclusively in Orange County, California. Founded in 1948 by Oliver Linden Halsell, the foundation reflects its founder's belief in self-improvement and supporting people willing to better themselves. To approach this funder successfully, applicants must demonstrate direct, measurable impact on Orange County residents — particularly those in high-risk, underrepresented communities. The foundation.
O L Halsell Foundation is headquartered in COSTA MESA, CA. While based in CA, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| James Schramm | Treasurer | $84K | $0 | $84K |
| Morgan Roach | Secretary | $84K | $0 | $84K |
| W David Stauffer | President | $84K | $0 | $84K |
Total Giving
$3.4M
Total Assets
$46.4M
Fair Market Value
$47.9M
Net Worth
$46.3M
Grants Paid
$2.3M
Contributions
N/A
Net Investment Income
$2.8M
Distribution Amount
$2.3M
Total: $24.3M
Total Grants
487
Total Giving
$8.8M
Average Grant
$18K
Median Grant
$15K
Unique Recipients
207
Most Common Grant
$10K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Families ForwardOPERATING FUNDS | Irvine, CA | $30K | 2023 |
| Jewish Federation Of Orange CountyOPERATING FUNDS | Huntington Beach, CA | $100K | 2023 |
| Boys And Girls Clubs Of Central OraOPERATING FUNDS | Irvine, CA | $75K | 2023 |
| The Salvation Army Orange CountyOPERATING FUNDS | Tustin, CA | $70K | 2023 |
| The Wooden Floor For Youth MovementOPERATING FUNDS | Santa Ana, CA | $65K | 2023 |
| Olive CrestOPERATING FUNDS | Santa Ana, CA | $50K | 2023 |
| WaymakersOperating Funds | Irvine, CA | $50K | 2023 |
| My Day Counts Oc AacOPERATING FUNDS | Anaheim, CA | $50K | 2023 |
| Alzheimers Orange CountyOPERATING FUNDS | Irvine, CA | $40K | 2023 |
| Alzheimers Family Services CenterOPERATING FUNDS | Huntington Beach, CA | $40K | 2023 |
| Second Harvest Food Bank Orange CouOPERATING FUNDS | Irvine, CA | $40K | 2023 |
| Eddie Nash FoundationOPERATING FUNDS | Anaheim, CA | $40K | 2023 |
| Age Well Senior ServicesOPERATING FUNDS | Lake Forest, CA | $40K | 2023 |
| KidsingersOPERATING FUNDS | Anaheim, CA | $35K | 2023 |
| Working Wardrobes For A New StartOPERATING FUNDS | Santa Ana, CA | $35K | 2023 |
| Human OptionsOPERATING FUNDS | Irvine, CA | $30K | 2023 |
| Community Seniorserv IncOPERATING FUNDS | Anaheim, CA | $30K | 2023 |
| Laguna Playhouse TheOPERATING FUNDS | Laguna Beach, CA | $30K | 2023 |
| Women'S Transitional Living CenterOperating Funds | Fullerton, CA | $30K | 2023 |
| Bracken'S KitchenOPERATING FUNDS | Garden Grove, CA | $30K | 2023 |
| Laguna Beach Community ClinicOPERATING FUNDS | Laguna Beach, CA | $30K | 2023 |
| Court Appointed Special Advocates OOPERATING FUNDS | Orange, CA | $30K | 2023 |
| Illumination FoundationOPERATING FUNDS | Santa Ana, CA | $25K | 2023 |
| Goodwill IndustriesATEC PROGRAM | Santa Ana, CA | $25K | 2023 |
| Boys And Girls Clubs Of Greater AnaOPERATING FUNDS | Cypress, CA | $25K | 2023 |
| Boys And Girls Club Of Laguna BeachOPERATING FUNDS | Laguna Beach, CA | $25K | 2023 |
| Girls Incorporated Of Orange CountyOPERATING FUNDS | Santa Ana, CA | $25K | 2023 |
| Huntington Beach Tree SocietyOPERATING FUNDS | Huntington Beac, CA | $25K | 2023 |
| Boys And Girls Club Of Brea PlacentOPERATING FUNDS | Brea, CA | $25K | 2023 |
| Boys Club Of Buena ParkOPERATING FUNDS | Buena Park, CA | $25K | 2023 |
| Boys And Girls Club Of La Habra - BOPERATING FUNDS | La Habra, CA | $25K | 2023 |
| Boys And Girls Club Of Capistrano VOPERATING FUNDS | San Juan Capistrano, CA | $25K | 2023 |
| Boys And Girls Club Of The South CoOPERATING FUNDS | San Clemente, CA | $25K | 2023 |
| Boys And Girls Clubs Of HuntingtonOPERATING FUNDS | Fountain Valley, CA | $25K | 2023 |
| Boys And Girls Club Of FullertonOPERATING FUNDS | Fullerton, CA | $25K | 2023 |
| Fullerton Interfaith Emergency ServOPERATING FUNDS | Fullerton, CA | $20K | 2023 |
| Mental Health Association Of OrangeOPERATING FUNDS | Santa Ana, CA | $20K | 2023 |
| Mariposa Women Family CenterOPERATING FUNDS | Orange, CA | $20K | 2023 |
| Padre FoundationOPERATING FUNDS | Orange, CA | $20K | 2023 |
| Hbhs FoundationOPERATING FUNDS | Huntington Beach, CA | $20K | 2023 |
| Epoch Times MediaOPERATING FUNDS | Irvine, CA | $20K | 2023 |
| The Autism Community In ActiontacOPERATING FUNDS | Irvine, CA | $20K | 2023 |
| Taller San Jose Hope BuildersOPERATING FUNDS | Santa Ana, CA | $20K | 2023 |
| Beyond BlindnessOperating Funds | Santa Ana, CA | $20K | 2023 |
| Teen Leadership FoundationOPERATING FUNDS | Costa Mesa, CA | $20K | 2023 |
| Veterans Legal InstituteOPERATING FUNDS | Tustin, CA | $20K | 2023 |
| Therapeutic Riding Center Of HuntinOPERATING FUNDS | Huntington Beach, CA | $15K | 2023 |
| Serving People In NeedOPERATING FUNDS | Costa Mesa, CA | $15K | 2023 |
| Scholars' Hope FoundationOPERATING FUNDS | Garden Grove, CA | $15K | 2023 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA