The Henley Foundation

Private foundation · Grantmaker Matthews, NC EIN: 01-6143548

The Henley Foundation is a private foundation based in Matthews, North Carolina. Its 2025 filing reports 18 grants totaling $11,000, with listed awards supporting charitable organizations in several states.

Key facts about The Henley Foundation

In short: The Henley Foundation gave $11K across 18 grants in 2025 (avg $611.111), top state North Carolina. 22% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
01-6143548
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$11,000
Grants made (2025)
18
Average grant
$611
Median grant
$500
New grantees (estimate)
22% first-time grantees (4 of 18, 2025; small sample)
Total assets
$133,913
Primary geography
North Carolina (39% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$134K

+19.2% YoY

Annual Giving

$11K

+7.3% YoY

Grant Count

18

+12.5% YoY

Avg Grant Size

$611.111

-4.6% YoY

Under IRS private-foundation payout rules, The Henley Foundation reported a distributable amount of $11K for 2025 — the minimum it must pay out in qualifying distributions.

Is The Henley Foundation open to new grantees?

22%

first-time grantees, 2025

In 2025, 4 of 18 grantees (22%) were first-time recipients. With only 18 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $563; repeat grants $625. How we count

Medians: $500 first-time, $500 repeat.

  • 78% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (−2%). Method
  • In 2025 it paid out 100% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants include annual campaign support for organizations such as schools, a health system, a church, a YMCA, and a public radio station. Other 2025 recipients include organizations whose missions address hunger relief, education, intellectual diversity, and animal welfare. For example, Nourish Up describes its mission as reducing hunger and malnutrition in Mecklenburg County; Classroom Central says it provides free resources to teachers and students; and Humane Society of Charlotte says it champions companion-animal wellbeing.

Grantmaking

In 2025, the foundation gave 18 grants totaling $11,000. Awards ranged from $250 to $1,000, with a median grant of $500. Notable grants included $1,000 each to Kent School, Maine Health, Mt Saini Health System, Pen Bay YMCA, St Thomas Episcopal Church, and WDAV Classical Public Radio. Other listed awards included $500 each to Nourish Up, Samaritan’s Purse, Charlotte Country Day School, Classroom Central, and Buckley Institute. The 2025 filing also lists a $250 grant to Humane Society of Charlotte.

How to Apply

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

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Geographic Focus

Where this funder awards grants

The foundation’s 2025 grant dollars went to recipients in North Carolina (39%), Maine (27%), Connecticut (14%), New York (11%), and Arizona (5%).

Grant Distribution by State

7states

Share of 2025 grant dollars across all 18 itemized grants.

Cities

CharlotteNew YorkRockportCamdenDavidsonKentNew HavenWest PointBooneTopekaPhoenixPortland

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K14 grants2020 15 grants2021 18 grants2022 18 grants2023 16 grants2024 18 grants2025

From 2020 to 2025, annual grant giving ranged from $10K (2020) to $13K (2021). In 2025 it made 18 grants totaling $11K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Kent School: $1KKent School$1KMaine Health: $1KMaine Health$1KMt Saini Health System: $1KMt Saini Health System$1KPen Bay YMCA: $1KPen Bay YMCA$1KSt Thomas Episcopal Church: $1KSt Thomas Episcopal Church$1KWdav Classical Public Radio: $1KWdav Classical Public Radio$1KBuckley Institute: $500Buckley Institute$500Charlotte Bilingual School: $500Charlotte Bilingual School$500Charlotte Country Day School: $500Charlotte Country Day School$500Classroom Central: $500Classroom Central$500

The largest 2025 recipient was Kent School ($1K). Together the top 10 received $8K.

Grant Size Distribution

85 grants across all recorded years

85<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 85 grants of 85 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Kent School Kent, CTAnnual Campaign$1,000
Maine Health Portland, MEAnnual Campaign$1,000
Mt Saini Health System New York, NYAnnual Campaign$1,000
Pen Bay YMCA Rockport, MEAnnual Campaign$1,000
St Thomas Episcopal Church Camden, MEAnnual Campaign$1,000
Wdav Classical Public Radio Davidson, NCAnnual Campaign$1,000
Buckley Institute New Haven, CTAnnual Campaign$500
Charlotte Bilingual School Charlotte, NCAnnual Campaign$500
Charlotte Country Day School Charlotte, NCAnnual Campaign$500
Classroom Central Charlotte, NCAnnual Campaign$500

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $133,913 $35,795 $14,179 $11,000
2024 $112,297 $12,607 $14,842 $10,250
2023 $114,532 $12,483 $14,136 $11,250
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K$40K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$133,913$112,297$114,532
Revenue$35,795$12,607$12,483
Expenses$14,179$14,842$14,136
Qualifying Distributions$11,000$10,262$11,259
Net Investment Income$2,160—$859
Distributable Amount$10,980$10,086$9,157

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 30, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 24, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS August 6, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 19, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Frank E Beane and Andrea R Beane as trustees.

The Henley Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Andrea R. Beane

    Trustee

    On filings since 2020

    No compensation reported

  • Frank E. Beane

    Trustee

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: 829 Deer Crossing Drive 26, Matthews, NC 28105
Phone: (980) 262-4255

Frequently asked questions about The Henley Foundation

How much does The Henley Foundation give each year?

The Henley Foundation gave $11K across 18 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $10K across 16 grants.

What is The Henley Foundation's typical grant size?

The Henley Foundation's median grant in 2025 was $500, and its average grant was $611, across 18 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Henley Foundation that year got $563 on average.

Where does The Henley Foundation give grants?

The Henley Foundation's top state is North Carolina, with 39% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Maine (27%) and Connecticut (14%). The most frequent recipient cities were Charlotte, NC (6 grants) and New York, NY (2 grants).

Does The Henley Foundation give general operating support?

Not in 2025: none of the 18 grants with a stated purpose on The Henley Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Annual Campaign" (18 grants).

Who are The Henley Foundation's largest grantees?

The Henley Foundation's largest 2025 grantees include Kent School ($1,000), Maine Health ($1,000) and Mt Saini Health System ($1,000), according to its 2025 IRS Form 990-PF. Together they received 27% of its itemized 2025 grant dollars.

How large is The Henley Foundation?

The Henley Foundation reported $134K in total assets on its 2025 IRS Form 990-PF. It paid out $11K in qualifying distributions that year, against a required minimum of $11K (roughly 5% of its investment assets).

What does The Henley Foundation fund?

No mission statement for the foundation is provided. Its 2025 grants include annual campaign support for organizations such as schools, a health system, a church, a YMCA, and a public radio station. See mission & focus areas ↑

How do I apply for a grant from The Henley Foundation?

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is The Henley Foundation's EIN?

The Henley Foundation's EIN (Employer Identification Number) is 01-6143548. IRS Form 990 filing data is available on this page for 2020–2025.

Does The Henley Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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