The Toles Family Foundation
The Toles Family Foundation is a private foundation, based in Roswell, NM. IRS filing data is available from 2020 through 2023. In 2023, it awarded 8 grants totaling $244K. Net investment income was $8K.
The Toles Family Foundation at a glance
In short: The Toles Family Foundation gave $244K across 8 grants in 2023 (avg $30K), mostly in Massachusetts. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $243,952
- -89.2% vs 2022
- Grants made (2023)
- 8
- +14.3% vs 2022
- Average grant
- $30,494
- -90.6% vs 2022
- Median grant
- $7,500
- Primary geography
- Massachusetts (53% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026.
Who The Toles Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2023
The largest 2023 recipient was Bank of America Charitable Gift Fun ($130K). Together the top 8 received $244K.
Grant Size Distribution
51 grants across all recorded years
The most common grant size was under $50K: 46 grants of 51 (90%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2023 grant dollars across all 8 itemized grants.
States
Cities
How The Toles Family Foundation gives
- Giving grew 113% from 2020 to 2023. Method
- In 2023 it paid out well above its IRS minimum distribution (the 5% rule). 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 2023, annual grant giving ranged from $115K (2020) to $2.3M (2022). In 2023 it made 8 grants totaling $244K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bank of America Charitable Gift Fun Boston, MA | Donation | $129,888 |
| National Christian Foundation Scottsdale, AZ | Donation | $69,064 |
| The Salvation Army Roswell Corps Roswell, NM | GRANT | $15,000 |
| NDI New Mexico Santa Fe, NM | Donation | $10,000 |
| Maui United Way Kahului, HI | Donation | $5,000 |
| Samaritans Purse Boone, NC | Donation | $5,000 |
| American Red Cross Washington, DC | Donation | $5,000 |
| Hawaii Community Foundation Honolulu, HI | Donation | $5,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | $10,578 | $247,863 | $243,952 | 8 | $243,952 | $8,155 | $6,768 |
| 2022 | $236,840 | $138,264 | $2,290,077 | $2,259,820 | 7 | $2,263,991 | $34,554 | $108,949 |
| 2021 | $2,719,091 | $437,638 | $160,839 | $118,000 | 17 | $122,118 | $36,363 | $131,664 |
| 2020 | $2,503,937 | $229,690 | $149,261 | $114,600 | 19 | — | $12,230 | $112,638 |
Under IRS private-foundation payout rules, The Toles Family Foundation reported a distributable amount of $7K for 2023 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Toles Family Foundation is led by Perry S. Toles, President since 2022 (on filings since 2020); none of the 3 officers listed in 2023 report compensation.
Officers on the 2023 filing
Perry S. Toles
President
President & Director → President, 2022
On filings since 2020
No compensation reported
Sally S. Toles
Director
On filings since 2020
No compensation reported
John H. Toles
Vice President
Director → Vice President, 2022
On filings since 2020
No compensation reported
Former officers (1)
- Former: Tyler P. Toles (2020–2021) — Director
Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Toles Family Foundation
How much does The Toles Family Foundation give each year?
The Toles Family Foundation gave $244K across 8 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $2.3M across 7 grants.
What is The Toles Family Foundation's typical grant size?
The Toles Family Foundation's median grant in 2023 was $7,500, and its average grant was $30,494, across 8 grants on its 2023 IRS Form 990-PF.
Where does The Toles Family Foundation give grants?
The Toles Family Foundation gives mostly in Massachusetts: 53% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there. The next largest states were Arizona (28%) and New Mexico (10%).
Does The Toles Family Foundation give general operating support?
Not in 2023: none of the 8 grants with a stated purpose on The Toles Family Foundation's 2023 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Donation" (7 grants).
Who are The Toles Family Foundation's largest grantees?
The Toles Family Foundation's largest 2023 grantees include Bank of America Charitable Gift Fun ($129,888), National Christian Foundation ($69,064) and The Salvation Army Roswell Corps ($15,000), according to its 2023 IRS Form 990-PF. Together they received 88% of its itemized 2023 grant dollars.
How much is The Toles Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, The Toles Family Foundation reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Toles Family Foundation's EIN?
The Toles Family Foundation's EIN (Employer Identification Number) is 85-0476251. IRS Form 990 filing data is available on this page for 2020–2023.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2023
Live grants for the work The Toles Family Foundation funds
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Cite this profile
Grantable. (2026). The Toles Family Foundation funder profile. GrantGraph. Retrieved October 20, 2026, from https://grantable.co/funders/the-toles-family-foundation-morg_a031fbf3f27d4aeca7960aeafdc534a1
BibTeX
@misc{grantable_850476251_2026,
author = {{Grantable}},
title = {{The Toles Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-toles-family-foundation-morg_a031fbf3f27d4aeca7960aeafdc534a1},
note = {Accessed 2026-10-20. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Toles Family 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.
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