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}

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. ^{4 5}

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. ⁶ It also reported $477,824 in total expenses and $1.9 million in total assets. ^{7 8}

People

Margie and John Haley are co-founders of Planetary Trust and Margie Haley serves as its sole trustee. ^{9 10}

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. ¹¹ 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). ¹²

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. ^{13 14}

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. Return of Organization Exempt from Income Tax (Form 990-PF). The Planetary Trust. 2022. Part XIV.
5. RMI. Accessed March 8, 2024. https://rmi.org/.
6. Return of Organization Exempt from Income Tax (Form 990-PF). The Planetary Trust. 2022. Part I, Lines 1-12.
7. Return of Organization Exempt from Income Tax (Form 990-PF). The Planetary Trust. 2022. Part I, Line 26.
8. Return of Organization Exempt from Income Tax (Form 990-PF). The Planetary Trust. 2022. Part II, Line 16.
9. “The Compass.” Dallas Sierra Club Newsletter, February 2005. https://www.dallassierraclub.org/newsletter/files/201009w.htm.
10. Return of Organization Exempt from Income Tax (Form 990-PF). The Planetary Trust. 2022. Part VII.
11. “The Compass.” Dallas Sierra Club Newsletter, February 2005. https://www.dallassierraclub.org/newsletter/files/201009w.htm.
12. “How Margie Jackson Haley Sold Dallas on Green.” GreenSource DFW, July 6, 2017. https://greensourcedfw.org/articles/how-margie-jackson-haley-sold-dallas-green.
13. “How Margie Jackson Haley Sold Dallas on Green.” GreenSource DFW, July 6, 2017. https://greensourcedfw.org/articles/how-margie-jackson-haley-sold-dallas-green.
14. 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/.