Frank M Halley Charitable Trust

Annual Giving
$2.1M

Quick Stats

  • Annual Giving: $2,068,958 (2024)
  • Success Rate: Not publicly available
  • Decision Time: Not publicly available
  • Grant Range: Not publicly available
  • Geographic Focus: Likely Oklahoma-based (headquarters in Tulsa)

Contact Details

No public contact information available. The foundation operates without a website, published email, or phone number.

Overview

The Frank M Halley Charitable Trust is a private grantmaking foundation established in January 2023 with tax-exempt 501(c)(3) status. Based in Tulsa, Oklahoma, the foundation manages assets of over $31 million and distributed approximately $2.1 million in charitable grants in fiscal year 2024. The trust operates with two co-trustees who manage all grant-making decisions. As a relatively new foundation with no public presence, it appears to operate entirely through trustee discretion without accepting unsolicited applications. The foundation's revenue primarily comes from investment income including sales of assets ($1.4M), dividends ($474K), and interest ($243K), with additional contributions of $161K received in 2024.

Funding Priorities

Grant Programs

Information about specific grant programs is not publicly available. The foundation distributed $2,068,958 in charitable disbursements in 2024, representing 91.7% of total expenses.

Priority Areas

The foundation has not published information about funding priorities or focus areas. Grant recipients and funding patterns are not disclosed in available tax filings.

What They Don't Fund

No exclusions have been publicly stated.

Governance and Leadership

The foundation is managed by two co-trustees:

  • Tammie L Halley - Co-Trustee (Compensation: $177,618)
  • Kenneth F Albright - Co-Trustee (Compensation: $177,617)

The foundation operates with no additional employees beyond the two compensated trustees. All grant-making decisions appear to be made at the discretion of these co-trustees.

Application Process & Timeline

How to Apply

This funder does not have a public application process. The Frank M Halley Charitable Trust operates as a private foundation that appears to award grants entirely through trustee discretion. There is no website, application portal, or published guidelines for seeking funding. Grants are likely awarded to organizations already known to the trustees or identified through their professional and personal networks.

Decision Timeline

No information about decision timelines is publicly available.

Success Rates

Not applicable - the foundation does not accept public applications.

Reapplication Policy

Not applicable - the foundation does not accept public applications.

Application Success Factors

Without a public application process or published funding priorities, traditional application success factors do not apply to this foundation. Organizations seeking support would need to establish connections with the trustees through other means. The foundation's complete lack of public presence suggests it funds organizations already within the trustees' sphere of knowledge rather than through competitive application processes.

Key Takeaways for Grant Writers

  • This is a private foundation with no public application process - do not include in standard prospect lists
  • With $31 million in assets and $2 million in annual giving, it is a substantial funder operating entirely through trustee discretion
  • The foundation was recently established (2023), suggesting it may still be developing its grant-making strategies
  • No website, contact information, or funding guidelines are publicly available
  • Grant recipients and funding patterns are not disclosed in tax filings
  • Networking within the Tulsa philanthropic community may be the only way to learn about the foundation's interests
  • Organizations should only pursue this funder if they have an existing connection or introduction pathway

References

  • IRS Tax-Exempt Organization Search Database - Form 990-PF filings for EIN 87-1509950 (Accessed January 2025)
  • ProPublica Nonprofit Explorer - Frank M Halley Charitable Trust financial data 2021-2024 (Accessed January 2025)
  • Foundation Directory Online - Basic organizational profile (Accessed January 2025)