The Wales Family Foundation

DALLAS, TX EIN: 46-4080656

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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

DallasGainesvilleMabankOrlandoRaleigh

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$226K$452K$677K$903K20202021202220232024
Metric202420232022
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

$0$203K$407K$610K$813K4 grants20207 grants20213 grants20220 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Salesmanship Club of Dal…$7KJordan Spieth Family Fou…$6K

Grant Size Distribution

16 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K1$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JAMES R WALESPRESIDENT
LORETTA M WALESSECRETARY

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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