Percy G Waller Foundation
Percy G Waller Foundation is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $4.8M in total assets. In 2026, it awarded 6 grants totaling $224K. Net investment income was $623K.
Percy G Waller Foundation at a glance
In short: Percy G Waller Foundation gave $224K across 6 grants in 2026 (avg $37K), mostly in New York. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $223,982
- -4.4% vs 2025
- Grants made (2026)
- 6
- +0.0% vs 2025
- Average grant
- $37,330
- -4.4% vs 2025
- Median grant
- $28,057
- Total assets
- $4,757,206
- +11.5% vs 2025
- Primary geography
- New York (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Percy G Waller Foundation funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2026
The largest 2026 recipient was New Baltimore Reformed Church ($56K). Together the top 6 received $224K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 22 grants of 30 (73%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 6 itemized grants.
States
Cities
How Percy G Waller Foundation gives
- Giving held roughly steady from 2023 to 2026 (−1%). Method
- In 2026 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $153K (2024) to $234K (2025). In 2026 it made 6 grants totaling $224K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| New Baltimore Reformed Church New Baltimore, NY | Unrestricted General | $56,116 |
| Emmanuel United Church Mechanicville, NY | Unrestricted General | $55,638 |
| Trustees of Masonic Hall & Asylum Fund Utica, NY | Unrestricted General | $28,057 |
| United Way of Greater Capitol Region Albany, NY | Unrestricted General | $28,057 |
| St Luke's Episcopal Church Mechanicville, NY | Unrestricted General | $28,057 |
| United Methodist Church Mechanicville, NY | Unrestricted General | $28,057 |
Ready to take the next step with Percy G Waller Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $4,757,206 | $664,205 | $295,427 | $223,982 | 6 | $247,033 | $622,685 | $257,946 |
| 2025 | $4,266,229 | $409,068 | $297,260 | $234,366 | 6 | $256,105 | $365,709 | $244,787 |
| 2024 | $4,135,233 | $149,601 | $207,029 | $153,126 | 6 | $172,581 | $102,848 | $222,429 |
| 2023 | $4,201,405 | $-75,254 | $300,626 | $227,082 | 6 | $246,234 | $51,766 | $219,008 |
| 2022 | $4,570,313 | $913,691 | $298,746 | $233,606 | 6 | $255,160 | $870,637 | $251,647 |
| 2021 | $4,322,800 | $313,893 | $245,261 | $192,013 | 6 | — | $280,950 | $220,022 |
| 2020 | $3,898,390 | $319,092 | $276,846 | $227,751 | 6 | — | $299,099 | $211,483 |
Under IRS private-foundation payout rules, Percy G Waller Foundation reported a distributable amount of $258K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Percy G Waller Foundation's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$52K (2022) → $56K (2026)
Former officers (1)
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $56K, to Bank of America (Trustee).
Frequently asked questions about Percy G Waller Foundation
How much does Percy G Waller Foundation give each year?
Percy G Waller Foundation gave $224K across 6 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $234K across 6 grants.
What is Percy G Waller Foundation's typical grant size?
Percy G Waller Foundation's median grant in 2026 was $28,057, and its average grant was $37,330, across 6 grants on its 2026 IRS Form 990-PF.
Where does Percy G Waller Foundation give grants?
Percy G Waller Foundation gives mostly in New York: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Mechanicville, NY (3 grants).
Does Percy G Waller Foundation give general operating support?
Yes: 100% of Percy G Waller Foundation's 2026 grants with a stated purpose (6 of 6) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are Percy G Waller Foundation's largest grantees?
Percy G Waller Foundation's largest 2026 grantees include New Baltimore Reformed Church ($56,116), Emmanuel United Church ($55,638) and Trustees of Masonic Hall & Asylum Fund ($28,057), according to its 2026 IRS Form 990-PF. Together they received 62% of its itemized 2026 grant dollars.
How large is Percy G Waller Foundation?
Percy G Waller Foundation reported $4.8M in total assets on its 2026 IRS Form 990-PF. It paid out $247K in qualifying distributions that year, against a required minimum of $258K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Percy G Waller Foundation's EIN?
Percy G Waller Foundation's EIN (Employer Identification Number) is 14-6129142. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS May 28, 2026)
- IRS filings on file for fiscal years 2020–2025
Other open foundation grants in Texas
Texas Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Percy G Waller Foundation's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Jamestown Renaissance Corporation
Jamestown, NY
To implement and guide the city of jamestown, New York's urban design plan and neighborhood revitalization plan and the planning and promotion of events and business development in downtown jamestown, ny.
Assets
$866K
Grants
1
Total Given
$25K
Emmanuel United Church Tr Uw
Dallas, TX
Assets
$52K
Grants
1
Total Given
$3K
CDPHP Foundation Inc
Latham, NY
The foundation was organized for the purpose of improving health and well-being of the community through awareness, prevention, wellness, education and other programs focused on health priorities.
Assets
$1.2M
Grants
3
Total Given
$108K
Hilda Dewitt Frazer Irrev Trust
Orlando, FL
Assets
$1.9M
Grants
6
Total Given
$97K
Hazel L Wilbur Charitable Trust
Norwich, NY
The trust funds general operating support for preselected charitable organizations, including religious, wildlife conservation, environmental, and animal welfare groups. Its 2025 grants were $2,909 each, with funding going to organizations in New York, Virginia, Massachusetts, Washington, D.C., and Florida. It does not accept unsolicited funding requests.
Assets
$465K
Grants
11
Total Given
$32K
Play 2 Dream Charitable Foundation FKA
Boston, MA
The foundation supports organizations in education, dance, health care, and other areas, with most of its giving going to Massachusetts. Its 2025 grants ranged from $500 to $215,086, with a median of $12,500. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$2.6M
Grants
12
Total Given
$611K
More similar funders
More Funders in Texas
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Percy G Waller Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Percy G Waller Foundation down — hundreds of funders to go?