Percy G Waller Foundation

Private foundation · Grantmaker Dallas, TX EIN: 14-6129142

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.

Key facts about Percy G Waller Foundation

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.

EIN
14-6129142
Latest 990 filing
Form 990-PF, 2026
Annual giving (2026)
$223,982
Grants made (2026)
6
Average grant
$37,330
Median grant
$28,057
Total assets
$4,757,206
Primary geography
New York (100% of itemized 2026 grant dollars)

Data from IRS Form 990-PF, 2026; updated September 2026.

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

$4.8M

+11.5% YoY

Annual Giving

$224K

-4.4% YoY

Grant Count

6

+0.0% YoY

Avg Grant Size

$37K

-4.4% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2026 grant dollars across all 6 itemized grants.

States

Cities

MechanicvilleAlbanyNew BaltimoreUtica

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K6 grants2020 6 grants2021 6 grants2022 6 grants2023 6 grants2024 6 grants2025 6 grants2026

From 2020 to 2026, annual grant giving ranged from $153K (2024) to $234K (2025). In 2026 it made 6 grants totaling $224K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2026

New Baltimore Reformed Church: $56KNew Baltimore Reformed Church$56KEmmanuel United Church: $56KEmmanuel United Church$56KTrustees of Masonic Hall & Asylum Fund: $28KTrustees of Masonic Hall &Asylum Fund$28KUnited Way of Greater Capitol Region: $28KUnited Way of Greater CapitolRegion$28KSt Luke's Episcopal Church: $28KSt Luke's Episcopal Church$28KUnited Methodist Church: $28KUnited Methodist Church$28K

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

22<$50K8$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 22 grants of 30 (73%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
New Baltimore Reformed Church New Baltimore, NYUnrestricted General$56,116
Emmanuel United Church Mechanicville, NYUnrestricted General$55,638
Trustees of Masonic Hall & Asylum Fund Utica, NYUnrestricted General$28,057
United Way of Greater Capitol Region Albany, NYUnrestricted General$28,057
St Luke's Episcopal Church Mechanicville, NYUnrestricted General$28,057
United Methodist Church Mechanicville, NYUnrestricted General$28,057

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2020 2021 2022 2023 2024 2025 2026
Metric202620252024
Total Assets$4,757,206$4,266,229$4,135,233
Revenue$664,205$409,068$149,601
Expenses$295,427$297,260$207,029
Qualifying Distributions$247,033$256,105$172,581
Net Investment Income$622,685$365,709$102,848
Distributable Amount$257,946$244,787$222,429

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS May 28, 2026)
  2. IRS filings on file for fiscal years 2020–2025

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

Bank of America — Trustee: $56KBank of AmericaTrustee$56K

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.

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