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 |
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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
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