O L Halsell Foundation

Costa Mesa, CA
Tax-exempt since Jan. 1954
EIN: 95-6027266

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$3.18M (2024)

Expenses

$3.41M (2024)

Total Assets

$48.9M (2024)

Total Liabilities

$33.8k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$3,181,430

Expenses

$3,407,024

Net Income

-$225,594

Net Assets

$48,830,088

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$59	0.0%
Dividends	$764,205	24.0%
Sales of Assets	$262,369	8.2%
Other Income	$1,194,105	37.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,461,174	72.2%
Compensation of Officers*	$252,000	7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$48,863,861
Total Liabilities	$33,773
Net Assets	$48,830,088

Compensation

Key Employees and Officers	Compensation	Other
W David Stauffer (President)	$84,000	$0
Morgan Roach (Secretary)	$84,000	$0
James Schramm (Treasurer)	$84,000	$0

990-PF

Filed on June 4, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$3,757,795

Expenses

$3,381,095

Net Income

$376,700

Net Assets

$46,340,002

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$84	0.0%
Dividends	$736,597	19.6%
Sales of Assets	$951,576	25.3%
Other Income	$1,142,086	30.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,341,227	69.2%
Compensation of Officers*	$252,000	7.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$46,370,868
Total Liabilities	$30,866
Net Assets	$46,340,002

Compensation

Key Employees and Officers	Compensation	Other
W David Stauffer (President)	$84,000	$0
Morgan Roach (Secretary)	$84,000	$0
James Schramm (Treasurer)	$84,000	$0

990-PF

Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$3,642,742

Expenses

$3,122,862

Net Income

$519,880

Net Assets

$44,406,060

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$153	0.0%
Dividends	$624,386	17.1%
Sales of Assets	$1,008,177	27.7%
Other Income	$1,047,111	28.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,249,282	72.0%
Compensation of Officers*	$216,000	6.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$44,433,591
Total Liabilities	$27,531
Net Assets	$44,406,060

Compensation

Key Employees and Officers	Compensation	Other
W David Stauffer (President)	$72,000	$0
Morgan Roach (Secretary)	$72,000	$0
James Schramm (Treasurer)	$72,000	$0

990-PF

Filed on June 1, 2023

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$3,414,956

Expenses

$3,090,145

Net Income

$324,811

Net Assets

$49,045,891

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$67	0.0%
Dividends	$562,512	16.5%
Sales of Assets	$1,106,226	32.4%
Other Income	$974,780	28.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,323,795	75.2%
Compensation of Officers*	$218,000	7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$49,084,370
Total Liabilities	$38,479
Net Assets	$49,045,891

Compensation

Key Employees and Officers	Compensation	Other
Morgan Roach (Secretary)	$73,000	$0
James Schramm (Treasurer)	$73,000	$0
W David Stauffer (President)	$72,000	$0

990-PF

Filed on May 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2020

Revenue

$2,535,034

Expenses

$2,914,731

Net Income

-$379,697

Net Assets

$45,666,678

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$95	0.0%
Dividends	$584,141	23.0%
Sales of Assets	$296,091	11.7%
Other Income	$966,174	38.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,203,690	75.6%
Compensation of Officers*	$216,000	7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$45,691,501
Total Liabilities	$24,823
Net Assets	$45,666,678

Compensation

Key Employees and Officers	Compensation	Other
W David Stauffer (President)	$72,000	$0
Morgan Roach (Secretary)	$72,000	$0
James Schramm (Treasurer)	$72,000	$0

990-PF

Filed on May 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$2,383,662

Expenses

$2,918,566

Net Income

-$534,904

Net Assets

$44,011,724

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$14,863	0.6%
Interest Revenue	$497	0.0%
Dividends	$635,430	26.7%
Sales of Assets	$79,825	3.3%
Other Income	$907,836	38.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,242,487	76.8%
Compensation of Officers*	$246,000	8.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$44,027,297
Total Liabilities	$15,573
Net Assets	$44,011,724

Compensation

Key Employees and Officers	Compensation	Other
W David Stauffer (President)	$82,000	$0
Morgan Roach (Secretary)	$82,000	$0
James Schramm (Treasurer)	$82,000	$0

990-PF

Filed on June 17, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$3,093,584

Expenses

$2,691,657

Net Income

$401,927

Net Assets

$40,562,586

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$594	0.0%
Dividends	$649,429	21.0%
Sales of Assets	$872,919	28.2%
Other Income	$874,408	28.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,178,528	80.9%
Compensation of Officers*	$180,000	6.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$40,583,206
Total Liabilities	$20,620
Net Assets	$40,562,586

Compensation

Key Employees and Officers	Compensation	Other
W David Stauffer (President)	$60,000	$0
Morgan Roach (Secretary)	$60,000	$0
James Schramm (Treasurer)	$60,000	$0

990-PF

Filed on May 11, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$2,219,122

Expenses

$2,511,078

Net Income

-$291,956

Net Assets

$35,397,796

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000	0.0%
Interest Revenue	$108	0.0%
Dividends	$632,449	28.5%
Sales of Assets	$41,176	1.9%
Other Income	$873,754	39.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,084,313	83.0%
Compensation of Officers*	$180,000	7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$35,424,787
Total Liabilities	$26,991
Net Assets	$35,397,796

Compensation

Key Employees and Officers	Compensation	Other
W David Stauffer (President)	$60,000	$0
Morgan Roach (Secretary)	$60,000	$0
James Schramm (Treasurer)	$60,000	$0

990-PF

Filed on May 11, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2016

Revenue

$1,304,336

Expenses

$1,917,256

Net Income

-$612,920

Net Assets

$32,404,227

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$70	0.0%
Dividends	$639,842	49.1%
Sales of Assets	-$354,969
Other Income	$1,019,393	78.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,789,678	93.3%
Compensation of Officers*	$144,000	7.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$32,404,898
Total Liabilities	$671
Net Assets	$32,404,227

Compensation

Key Employees and Officers	Compensation	Other
W David Stauffer (President)	$48,000	$0
Morgan Roach (Secretary)	$48,000	$0
James Schramm (Treasurer)	$48,000	$0

990-PF

Filed on May 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$10,401,987

Expenses

$1,925,374

Net Income

$8,476,613

Net Assets

$26,860,981

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$63	0.0%
Dividends	$613,142	5.9%
Sales of Assets	$9,821,794	94.4%
Other Income	-$33,012

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,639,842	85.2%
Compensation of Officers*	$112,500	5.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$27,005,297
Total Liabilities	$144,316
Net Assets	$26,860,981

Compensation

Key Employees and Officers	Compensation	Other
W David Stauffer (President)	$37,500	$0
Morgan Roach (Secretary)	$37,500	$0
James Schramm (Trustee)	$37,500	$0

990-PF

Filed on May 12, 2016

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Revenue

$2,236,855

Expenses

$1,502,078

Net Income

$734,777

Net Assets

$18,384,368

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$55	0.0%
Dividends	$589,392	26.3%
Sales of Assets	$399,464	17.9%
Other Income	$1,247,944	55.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,318,631	87.8%
Compensation of Officers*	$90,000	6.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,386,510
Total Liabilities	$2,142
Net Assets	$18,384,368

Compensation

Key Employees and Officers	Compensation	Other
W David Stauffer (President)	$30,000	$0
Morgan Roach (Secretary)	$30,000	$0
James Schramm (Trustee)	$30,000	$0

990-PF

Filed on June 10, 2015

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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PDF (2 of 2)

Fiscal Year Ending Dec.
2013

Revenue

$2,101,797

Expenses

$1,422,910

Net Income

$678,887

Net Assets

$17,649,591

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$55	0.0%
Dividends	$550,632	26.2%
Sales of Assets	$390,387	18.6%
Other Income	$1,160,723	55.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,201,482	84.4%
Compensation of Officers*	$90,000	6.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,709,177
Total Liabilities	$59,586
Net Assets	$17,649,591

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2012

Revenue

$1,430,838

Expenses

$1,247,099

Net Income

$183,739

Net Assets

$16,970,704

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$35	0.0%
Dividends	$532,781	37.2%
Sales of Assets	$0
Other Income	$998,635	69.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,077,160	86.4%
Compensation of Officers*	$79,000	6.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,971,777
Total Liabilities	$1,073
Net Assets	$16,970,704

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Revenue

$1,438,523

Expenses

$1,164,140

Net Income

$274,383

Net Assets

$16,786,965

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$41	0.0%
Dividends	$539,962	37.5%
Sales of Assets	$8,366	0.6%
Other Income	$890,154	61.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$983,110	84.4%
Compensation of Officers*	$72,000	6.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,818,740
Total Liabilities	$31,775
Net Assets	$16,786,965

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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O L Halsell Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $3.18M (2024)

Expenses $3.41M (2024)

Total Assets $48.9M (2024)

Total Liabilities $33.8k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$3.18M (2024)

Expenses

$3.41M (2024)

Total Assets

$48.9M (2024)

Total Liabilities

$33.8k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

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2001