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Whaley Family Foundation Inc. is a private corporation based in DURHAM, NC. The foundation received its IRS ruling in 2000. The principal officer is Lloyd Milton Whaley. It holds total assets of $2.1M. Annual income is reported at $497K. Total assets have grown from $559K in 2011 to $1.9M in 2023. The foundation is governed by 4 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in Maryland and North Carolina. According to available records, Whaley Family Foundation Inc. has made 30 grants totaling $319K, with a median grant of $5K. Annual giving has grown from $67K in 2020 to $179K in 2022. Individual grants have ranged from $2K to $59K, with an average award of $11K. The foundation has supported 5 unique organizations. Grants have been distributed to organizations in North Carolina and Maryland. Contributions to this foundation are tax-deductible.
Smallest Grant
$2K
Median Grant
$4K
Average Grant
$8K
Largest Grant
$37K
Based on 8 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Whaley Family Foundation Inc. primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 30 grants. Its grantmaking reaches organizations primarily in NC, MD.
Whaley Family Foundation Inc. has distributed a total of $319K across 30 grants. The median grant size is $5K, with an average of $11K. Individual grants have ranged from $2K to $59K.
Whaley Family Foundation Inc. typically selects its grantees rather than accepting unsolicited proposals.
Whaley Family Foundation Inc. is headquartered in DURHAM, NC. While based in NC, the foundation distributes grants to organizations across 2 states.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Gary M Whaley | PRESIDENT AND CFO | $0 | $0 | N/A |
| Donald M Whaley | VICE PRESIDENT | $0 | $0 | N/A |
| Jason M Whaley | TREASURER, ASST SECRETARY | $0 | $0 | N/A |
| Leanne Whaley Owens | SECRETARY, ASST TREASURER | $0 | $0 | N/A |
Total Giving
$101K
Total Assets
$1.9M
Fair Market Value
$1.9M
Net Worth
$1.9M
Grants Paid
$84K
Contributions
N/A
Net Investment Income
$9K
Distribution Amount
$86K
Total Grants
30
Total Giving
$319K
Average Grant
$11K
Median Grant
$5K
Unique Recipients
5
Most Common Grant
$5K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| The Unc Eshelman School Of Pharmacy Foundation IncSCHOLARSHIPS | Chapel Hill, NC | $59K | 2022 |
| The Botanical Garden Foundation IncOPERATING SUPPORT | Chapel Hill, NC | $10K | 2022 |
| Salisbury University Foundation IncSCHOOL OF LIBERAL ARTS | Salisbury, MD | $5K | 2022 |
| Salisbury Art SpaceOPERATING SUPPORT | Salisbury, MD | $5K | 2022 |
| Triangle Day SchoolTDS ANNUAL FUND | Durham, NC | $5K | 2022 |