The Whalley Foundation is a private family foundation established in 2008 and based in Houston, Texas. The foundation operates through trustee discretion, making grants to preselected charitable organizations primarily in the Houston area and select regions beyond Texas.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$18.2M
-8.4% YoY
Annual Giving
$7.4M
+6.9% YoY
Grant Count
89
+0.0% YoY
Avg Grant Size
$84K
+6.9% YoY
Mission & Focus Areas
The foundation's grantmaking priorities include:
- Education
- Human Services
- Philanthropy, Voluntarism & Grantmaking
- Religious Organizations (faith-based community services)
Grantmaking
Since 2016, the foundation has awarded 371 individual grants totaling over $16 million.
Grant Range
** $500 to $1,001,000
Grant Types
How to Apply
** The foundation does not provide public contact information for grant inquiries and does not maintain a website. Grants are made to preselected organizations through trustee discretion.
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Geographic Focus
Where this funder awards grants
Primary focus: Houston, Texas
Secondary focus areas: Texas, Colorado, and New York
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $18,177,300
- Total Annual Giving: $7,447,000 to $7,490,000
- Total Revenues: $8,922,795
- Total Expenses: $7,490,164
Revenue Composition (2024):
- Grants and contributions: $6,315,495
- Investment income and dividends: $820,833
- Net gain from sale of non-inventory assets: $1,785,837
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $18,177,300 | $19,841,385 | $14,011,324 |
| Revenue | $8,922,795 | $13,715,428 | $12,745,193 |
| Expenses | $7,490,164 | $6,994,652 | $6,131,760 |
| Qualifying Distributions | $7,447,000 | $6,968,500 | $6,098,025 |
| Net Investment Income | $2,577,077 | $930,997 | $676,900 |
| Distributable Amount | $1,567,426 | $1,333,800 | $856,758 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
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
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LAWRENCE G WHALLEY | President | — | — |
| MARY WHALLEY | Vice Pres. | — | — |
| ELIZABETH M TAYLOR | Vice Pres. | — | — |
Contact Information
Address: 5 Carsey Lane, Houston, TX 77024-6548
Phone: 832-594-6499
EIN: 26-2291525
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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