Planetary Trust

Planetary Trust is the grantmaking foundation of environmentalist activist Margie Haley and her husband John. It primarily makes grants to groups that advocate for the adoption of environmentalist energy and conservation practices. Planetary Trust was founded in 1995 and is based in Dallas, Texas. 1 2

At-A-Glance

Issue Areas: Environmental Policy
Formation:

1995

Founders:

Margie and John Haley

Location: Dallas, TX View on map
Tax ID: 75-2567517
Most Recent Filing: 2024
Budget (2024): Assets: $1,549,992 Revenue: $572,960 Expenses: $472,956

Contents

    Grantmaking

    From 2017 through 2022, Planetary Trust made $2.17 million in charitable distributions. 3

    In 2022, Planetary Trust distributed $465,149 in grants. Its 2022 grants included $100,000 to Biomimicry to support its conservation education campaign, $30,200 to the Rocky Mountain Institute in support of its advocacy for the global adoption of environmentalist energy policies, $25,750 to Texas Solar Energy Society to support its advocacy for individuals to adopt solar energy, and a $4,800 grant to Citizens Climate Education to support its advocacy for environmentalist policies. 1 4

    Financials

    In 2022, Planetary Trust reported $536,001 in total revenue, of which $349,623 came from contributions and $185,722 came from the sale of assets, according to its tax returns. 5 It also reported $477,824 in total expenses and $1.9 million in total assets. 6 7

    People

    Margie and John Haley are co-founders of Planetary Trust and Margie Haley serves as its sole trustee. 2 8

    Margie Haley is a member of the League of Women Voters, the Sierra Club, the Dallas County Corporate Recycling Council, the Recycling Coalition of Texas, and the Audubon Society. She has also sat as trustee of the Dallas Historic Tree Coalition and co-chair of Sustainable Dallas. 2 Haley has organized “shopping tours” in which she shows groups which items in grocery stores she believes to be harmful to the environment. Additionally, Haley has also organized recycling drives through her home and organized a local conference titled “Sustainability Dallas,” alongside local businesses and the Environmental Protection Agency (EPA). 9

    John Haley is a doctor in the Dallas, Texas area. Margie Haley has also been reported as using the testimony of John Haley and his brothers, who are also doctors, to advocate for the Texas Medical Association to make a public health statement condemning conventional energy, which led to the plans for eight coal plants to be built being canceled. 9 10

    Financial Statistics

    Total Assets

    Total Revenue

    Total Expenses

    YearTotal AssetsTotal RevenueTotal ExpensesFiling
    2024 $1,549,992 $572,960 $472,956 View
    2023 $1,484,040 $8,432 $499,660 View
    2022 $1,928,021 $536,001 $477,824 View
    2021 $1,813,454 $957,599 $452,217 View
    2020 $1,271,663 $440,860 $435,309 View

    Prior year filings: 2015, 2014, 2013, 2012, 2011

    Expenses Detail

    Grant Activity

    All-time grants given statistics from Candid dataset:

    • Total Grant Value: $3,051,989
    • Number of Grants: 213
    • Number of Recipients: 67

    Selection of highest value grants given from the last seven years:

    AmountYearFunderSubject
    $170,0002023 RMIRESEARCH INSTITUTE DEDICATED TO RETHINKING US ENERGY
    $130,0002024 RMIRESEARCH INSTITUTE DEDICATED TO RETHINKING US ENERGY
    $130,0002020 RMIResearch institute dedicated to rethinking US energy
    $104,7002022 Southern Methodist UniversityEDUCATIONAL INSTITUTION
    $102,4002021 Southern Methodist UniversityCharity
    $102,2002024 Southern Methodist UniversityEDUCATIONAL INSTITUTION
    $101,4002023 Southern Methodist UniversityEDUCATIONAL INSTITUTION
    $101,2002020 Southern Methodist UniversityCharity
    $100,0002023 The Biomimicry InstituteTO NURTURE & GROW REGIONAL COMMUNITY WHO ARE LEARNING, EMULATING, AND CONSERVING LIFE'S GENIUS TO CREATE A HEALTHIER PLANET
    $100,0002020 The Biomimicry InstituteNon- Profit Organization
    $68,0002022 Globe AwareVOLUNTEER IN INTERNATIONAL ENVIRONMENT
    $51,0002024 Texas Electric Transportation Resources AllianceELECTRIC TRANSPORTATION
    $50,0002024 The Biomimicry InstituteTO NURTURE & GROW REGIONAL COMMUNITY WHO ARE LEARNING, EMULATING, AND CONSERVING LIFE'S GENIUS TO CREATE A HEALTHIER PLANET
    $30,2002022 RMIRESEARCH INSTITUTE DEDICATED TO RETHINKING US ENERGY
    $30,0002020 Globe Awarevolunteer in international environment
    $26,0002023 Texas Electric Transportation Resources AllianceELECTRIC TRANSPORTATION
    $25,7502022 Texas Solar Energy Society IncTO HELP EDUCATE ABOUT THE BENEFITS OF SOLAR ENERGY AND BUILD HEALTHY, RESILIENT COMMUNITIES
    $25,0002022 Texas Electric Transportation Resources AllianceELECTRIC TRANSPORTATION
    $25,0002021 Texas Electric Transportation Resources AllianceELECTRIC TRANSPORTATION
    $22,5002020 Western State Colorado UniversityEducational
    $21,0002024 Globe AwareVOLUNTEER IN INTERNATIONAL ENVIRONMENT
    $20,0002024 Western Colorado UniversityEDUCATIONAL INSTITUTION
    $20,0002023 Western Colorado UniversityEDUCATIONAL INSTITUTION
    $20,0002022 Western Colorado UniversityEDUCATIONAL INSTITUTION
    $20,0002021 Western State Colorado UniversityEducational

    References

    1. Return of Organization Exempt from Income Tax (Form 990-PF). The Planetary Trust. 2022. Part XIV.
    2. “The Compass.” Dallas Sierra Club Newsletter, February 2005. https://www.dallassierraclub.org/newsletter/files/201009w.htm.
    3. Return of Organization Exempt from Income Tax (Form 990-PF). The Planetary Trust. 2022. Part XII, Line 6a.
    4. RMI. Accessed March 8, 2024. https://rmi.org/.
    5. Return of Organization Exempt from Income Tax (Form 990-PF). The Planetary Trust. 2022. Part I, Lines 1-12.
    6. Return of Organization Exempt from Income Tax (Form 990-PF). The Planetary Trust. 2022. Part I, Line 26.
    7. Return of Organization Exempt from Income Tax (Form 990-PF). The Planetary Trust. 2022. Part II, Line 16.
    8. Return of Organization Exempt from Income Tax (Form 990-PF). The Planetary Trust. 2022. Part VII.
    9. “How Margie Jackson Haley Sold Dallas on Green.” GreenSource DFW, July 6, 2017. https://greensourcedfw.org/articles/how-margie-jackson-haley-sold-dallas-green.
    10. Martin, Amy. “Sustainable Leaders Honored by Greensourcedfw for Green Work.” Amy Martin, April 16, 2014. https://moonlady.com/sustainable-leaders-honored-by-greensourcedfw-for-green-work/.