The Wales Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $327K in total assets. In 2024, it awarded 2 grants totaling $13K. Net investment income was $29K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$327K
+4.3% YoY
Annual Giving
$13K
Grant Count
2
Avg Grant Size
$6K
Under IRS private-foundation payout rules, The Wales Family Foundation reported a distributable amount of $15K for 2024 — the minimum it must pay out in qualifying distributions.
About The Wales Family Foundation
Based on IRS filings
The Wales Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $327K in total assets. In 2024, it awarded 2 grants totaling $13K. Net investment income was $29K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $327,395 | $313,940 | $313,605 |
| Revenue | $33,012 | $31,105 | $355,023 |
| Expenses | $19,557 | $30,770 | $820,936 |
| Qualifying Distributions | $12,500 | — | $813,020 |
| Net Investment Income | $29,155 | $26,789 | $264,703 |
| Distributable Amount | $14,839 | $14,247 | $11,766 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
16 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Salesmanship Club of Dallas ($6,500), Jordan Spieth Family Foundation ($6,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Salesmanship Club of Dallas Dallas, TX | Charitable Gift | $6,500 |
| Jordan Spieth Family Foundation Dallas, TX | Charitable Gift | $6,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES R WALES | PRESIDENT | — | — |
| LORETTA M WALES | SECRETARY | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Wales Family Foundation?
The Wales Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $327K in total assets as of 2024.
How large is The Wales Family Foundation?
As of 2024, The Wales Family Foundation holds $327K in total assets with $33K in annual revenue. It awarded 2 grants totaling $13K in 2024.
Where does The Wales Family Foundation operate?
The Wales Family Foundation has awarded grants in Florida, North Carolina, Texas.
What size grants does The Wales Family Foundation award?
In 2024, The Wales Family Foundation awarded 2 grants totaling $13K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is The Wales Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Wales Family Foundation reported a distributable amount of $15K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Wales Family Foundation's EIN?
The Wales Family Foundation's EIN (Employer Identification Number) is 46-4080656. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Wales Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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