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Nonprofit · EIN 95-6027266

O L HALSELL FOUNDATION

Tax-exempt · COSTA MESA, CA 92626

Financials

$3.8M$3.4M2023$3.2M$3.4M2024$3.2M$3.6M2025
Revenue Expenses · by fiscal year end
Financials of O L HALSELL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$3,175,155$3,587,466-$412,311$51,749,202$33,773$51,715,429
December 31, 2024990-PF$3,181,430$3,407,024-$225,594$48,863,861$33,773$48,830,088
December 31, 2023990-PF$3,757,795$3,381,095$376,700$46,370,868$30,866$46,340,002
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$754,146
Interest
$5,887
Net rental income
$349,724
Net gain from sales of assets
$213,932
Other income
$1,219,290

Expenses

Grants and similar amounts paid
$2,552,000
Compensation of officers, directors and key employees
$252,000
Disbursements for charitable purposes
$2,623,362
Excise tax on investment income
$31,879

Balance sheet and other

Total assets, start of year
$48,863,861
Total assets, end of year
$51,749,202
Total liabilities, end of year
$33,773
Net assets, end of year
$51,715,429
Fair market value of assets
$53,899,118
Qualifying distributions
$2,623,362
Net investment income
$3,173,174

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
W DAVID STAUFFER
P O BOX 6300, SANTA ANA, CA 92706
President15$84,000
MORGAN ROACH
P O BOX 6300, SANTA ANA, CA 92706
Secretary15$84,000
JAMES SCHRAMM
P O BOX 6300, SANTA ANA, CA 92706
Treasurer15$84,000
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
W DAVID STAUFFER
P O BOX 6300, SANTA ANA, CA 92706
President15$84,000
MORGAN ROACH
P O BOX 6300, SANTA ANA, CA 92706
Secretary15$84,000
JAMES SCHRAMM
P O BOX 6300, SANTA ANA, CA 92706
Treasurer15$84,000
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
W DAVID STAUFFER
P O BOX 6300, SANTA ANA, CA 92706
President15$84,000
MORGAN ROACH
P O BOX 6300, SANTA ANA, CA 92706
Secretary15$84,000
JAMES SCHRAMM
P O BOX 6300, SANTA ANA, CA 92706
Treasurer15$84,000

Address and contacts

Address (IRS master file)
3200 PARK CENTER DR STE 1170, COSTA MESA, CA 92626-7153
In care of
% GOODRICH AND THOMAS
Signed the 990-PF
W DAVID STAUFFER, President
Phone
(714) 546-0755
Return prepared by
GOODRICH THOMAS CANNON & REEDS LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 95-6027266 or by the name O L HALSELL FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
95-6027266
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1954
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$51,749,202
Income (IRS master file)
$3,873,033

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$3,175,155$3,587,466$51,749,202XML
990-PFDecember 2024$3,181,430$3,407,024$48,863,861XML
990-PFDecember 2023$3,757,795$3,381,095$46,370,868XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-6027266).

Questions about O L HALSELL FOUNDATION

What is the EIN of O L HALSELL FOUNDATION?
The employer identification number (EIN) of O L HALSELL FOUNDATION is 95-6027266.
Is O L HALSELL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
Are donations to O L HALSELL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does O L HALSELL FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of O L HALSELL FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did O L HALSELL FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of O L HALSELL FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $84,000 (W DAVID STAUFFER, President).
How much revenue does O L HALSELL FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,175,155, expenses of $3,587,466 and total assets of $51,749,202 at year end.

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