The Henley Foundation

MATTHEWS, NC EIN: 01-6143548

The Henley Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MATTHEWS, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $112K in total assets. In 2024, it awarded 16 grants totaling $10K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$112K

-2.0% YoY

Annual Giving

$10K

-8.9% YoY

Grant Count

16

-11.1% YoY

Avg Grant Size

$640.625

+2.5% YoY

Under IRS private-foundation payout rules, The Henley Foundation reported a distributable amount of $10K for 2024 — the minimum it must pay out in qualifying distributions.

About The Henley Foundation

Based on IRS filings

The Henley Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MATTHEWS, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $112K in total assets. In 2024, it awarded 16 grants totaling $10K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Cities

BooneCamdenCharlotteDavidsonKentNew HavenNew YorkRockportTopekaWest Point

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$4K$9K$13K$17K20202021202220232024
Metric202420232022
Total Assets$112,297$114,532$116,185
Revenue$12,607$12,483$3,400
Expenses$14,842$14,136$13,868
Qualifying Distributions$10,262$11,259$11,262
Net Investment Income$859$635
Distributable Amount$10,086$9,157$9,877

Giving Over Time

Total grant dollars and number of grants per year

$0$3K$6K$10K$13K14 grants202015 grants202118 grants202218 grants202316 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

KENT SCHOOL$1KMT SAINI HEALTH SYSTEM$1KPEN BAY HEALTHCARE FOUND…$1KPEN BAY YMCA$1KSAMARITAN'S PURSE$1KST THOMAS EPISCOPAL CHURCH$1KBUCKLEY INSTITUTE$500CHARLOTTE BILINGUAL SCHOOL$500CHARLOTTE COUNTRY DAY SC…$500CLASSROOM CENTRAL$500

Grant Size Distribution

81 grants across all recorded years

81<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Kent School ($1,000), Mt Saini Health System ($1,000), Pen Bay Healthcare Foundation ($1,000).

RecipientPurposeAmount
ACTS LEGACY FOUNDATION WEST POINT, PAANNUAL CAMPAIGN$250
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
KENT SCHOOL KENT, CTANNUAL CAMPAIGN$1,000
LOAVES FISHES CHARLOTTE, NCANNUAL CAMPAIGN$500
MT SAINI HEALTH SYSTEM NEW YORK, NYANNUAL CAMPAIGN$1,000
PEN BAY HEALTHCARE FOUNDATION ROCKPORT, MEANNUAL CAMPAIGN$1,000
PEN BAY YMCA ROCKPORT, MEANNUAL CAMPAIGN$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
FRANK E BEANETRUSTEE
ANDREA R BEANETRUSTEE

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Henley Foundation?

The Henley Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MATTHEWS, NC. It holds $112K in total assets as of 2024.

How large is The Henley Foundation?

As of 2024, The Henley Foundation holds $112K in total assets with $13K in annual revenue. It awarded 16 grants totaling $10K in 2024.

Where does The Henley Foundation operate?

The Henley Foundation has awarded grants in Connecticut, Kansas, Maine, North Carolina, New York, Pennsylvania.

What size grants does The Henley Foundation award?

In 2024, The Henley Foundation awarded 16 grants totaling $10K — an average of about $640.625 per grant, based on its IRS Form 990 filings.

How much is The Henley Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Henley Foundation reported a distributable amount of $10K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.

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Related Funders

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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