The Texas State Capitol

Form 990-PFTax year 2024EIN 75-2567517

The Planetary Trust

A private foundation in Dallas, TX. Its return for tax year 2024 lists 20 grants and $469,484 paid in grants.

Tax year 2024 (period ending Dec 31, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $469,484

    Grants listed
    20
    Assets, end of year
    $1,022,996
  • Tax year 2023

    $493,983

    Grants listed
    20
    Assets, end of year
    $931,643
  • Tax year 2022

    $465,149

    Grants listed
    24
    Assets, end of year
    $1,424,480
  • Tax year 2021

    $444,296

    Grants listed
    18
    Assets, end of year
    $1,354,403
  • Tax year 2020

    $432,905

    Grants listed
    17
    Assets, end of year
    $827,922
  • Tax year 2019

    $347,490

    Grants listed
    24
    Assets, end of year
    $853,232
  • Tax year 2018

    $360,089

    Grants listed
    21
    Assets, end of year
    $800,041

Grants paid in 2024

20 grants, largest first

As listed on the return. Grants to individuals show as “Individual”, with purpose and amount only.

  1. Rocky Mountain InstituteBoulder, CO

    Research institute dedicated to rethinking us energy

    $130,000
  2. Southern Methodist UniversityDallas, TX

    Educational institution

    $102,200
  3. Individual

    [individual]

    $51,000
  4. Biomimicry InstituteBozeman, MT

    To nurture & grow regional community who are learning, emulating, and conserving life's genius to create a healthier planet

    $50,000
  5. Globe AwareDallas, TX

    Volunteer in international environment

    $21,000
  6. Western Colorado UniversityGunnison, CO

    Educational institution

    $20,000
  7. Center for the Arts Crested ButteCrested Butte, CO

    Community arts

    $15,000
  8. Texas Trees FoundationDallas, TX

    The greening of north central texas

    $10,010
  9. Individual

    To promote the art, enjoyment and knowledge of horticulture

    $10,000
  10. Dallas OperaDallas, TX

    Community arts

    $10,000
  11. High Country Conservation CenterFrisco, CO

    To promote practical solutions for waste reduction and resource conservation

    $10,000
  12. Hockaday SchoolDallas, TX

    Educational institution

    $10,000
  13. Texas Solor Energy SocietyAustin, TX

    To help educate about the benefits of solar energy and build healthy, resilient communities

    $10,000
  14. Individual

    environmental justice with communities impacted by the worst pollution

    $10,000
  15. Perot MuseumDallas, TX

    Community arts

    $5,000
  16. Citizens Climate EducationCoronado, CA

    To help empower individuals to educate key stakeholders, policymakers, and general public about effective solutions to climate change

    $4,800
  17. Individual

    Influence real world change through the reach and application of essential offering ideas

    $294
  18. The University of Texas McDonald ObAustin, TX

    To promote public understanding of astronomy and the universe, funding educational and outreach programs

    $100
  19. Individual

    To educate, inform, inspire and entertain audiences reflecting the region's diversity.

    $60
  20. Individual

    TO PROMOTE DEVELOPMENT AND USE OF [individual] , [individual] EFFICIENCY, AND ALTERNATIVE TRANSPORTATION IN [individual]

    $20

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Education2 grants $112,20054% of the total
  2. Science and technology1 grant $50,00024% of the total
  3. Community development1 grant $21,00010% of the total
  4. Environment2 grants $14,8007% of the total
  5. Arts and culture1 grant $10,0005% of the total

By State

Grants to organizations with a US address, latest year.

  1. Colorado4 grants $175,000
  2. Texas8 grants $168,310
  3. Montana1 grant $50,000
  4. California1 grant $4,800

Officers, directors and trustees

1 person as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Margaret J HaleyTrustee Hours 0Pay $0

The return

More foundations

Similar foundations

Same main cause (education), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. UW Robert Black Charitable FDNDallas, TX 6 grants Accepts applications $469,730 giving
  2. The Boeckman Family FoundationDallas, TX 31 grants Accepts applications $468,135 giving
  3. Charles H Harris FoundationDallas, TX 1 grant Preselected only $467,404 giving
  4. The Fritz and Mary Lee Duda Family FoundationDallas, TX 62 grants Preselected only $476,656 giving
  5. Joseph & Evelyn Pertusati MemorialDallas, TX 1 grant Preselected only $461,440 giving