The Whalley Foundation
The Whalley Foundation is a private foundation based in Houston, Texas. Its 2024 filing lists grants to charitable organizations including schools, hospitals, food-assistance organizations, and other nonprofits.
Key facts about The Whalley Foundation
In short: The Whalley Foundation gave $6.6M across 88 grants in 2025 (avg $75K), mostly in Texas. 11% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 26-2291525
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $6,625,000
- Grants made (2025)
- 88
- Average grant
- $75,284
- Median grant
- $32,500
- New grantees (estimate)
- 11% first-time grantees (10 of 88, 2025)
- Total assets
- $20,875,468
- Primary geography
- Texas (81% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$20.9M
+14.8% YoY
Annual Giving
$6.6M
-11.0% YoY
Grant Count
88
-1.1% YoY
Avg Grant Size
$75K
-10.0% YoY
Under IRS private-foundation payout rules, The Whalley Foundation reported a distributable amount of $1.8M for 2025 — the minimum it must pay out in qualifying distributions.
Is The Whalley Foundation open to new grantees?
11%
first-time grantees, 2025
In 2025, 10 of 88 grantees (11%) were first-time recipients. First grants averaged $26K; repeat grants $82K. How we count
Medians: $9K first-time, $35K repeat.
- 88% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+9%). Method
- In 2025 it paid out 363% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants show support for organizations working in areas including health, food assistance, education, youth development, and disaster response. For example, Texas Children’s Hospital says its mission is to improve the health of children and women through patient care, education, and research; Target Hunger says it works to alleviate hunger and its root causes in Houston neighborhoods; and Girl Scouts of San Jacinto Council says Girl Scouting builds girls’ courage, confidence, and character.
Grantmaking
In 2024, the foundation made 89 grants totaling $7,447,000. Grant amounts ranged from $1,000 to $1,001,000, with a median of $25,000. Notable grants included $1,001,000 to The Kinkaid School; $400,000 each to Texas Children’s Hospital, Kids Meals, American Red Cross, Houston Food Bank, and MD Anderson Cancer Center; and $300,000 to March of Dimes.
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Geographic Focus
Where this funder awards grants
In 2024, 84% of grant dollars went to recipients in Texas, 6% to recipients in Washington, DC, 3% each to California and Tennessee, and 2% to Colorado.
Grant Distribution by State
Share of all 88 itemized 2025 grant dollars.
States
Cities
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 2025
Grant Size Distribution
423 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| KIDS MEALS Houston, TX | FUND PROGRAMS | $400,000 |
| AMERICAN RED CROSS Washington, DC | FUND PROGRAMS | $400,000 |
| HOUSTON FOOD BANK Houston, TX | FUND PROGRAMS | $400,000 |
| MD ANDERSON CANCER CENTER Houston, TX | FUND PROGRAMS | $400,000 |
| MARCH OF DIMES Houston, TX | FUND PROGRAMS | $355,000 |
| TEXAS CHILDREN'S HOSPITAL Houston, TX | FUND PROGRAMS | $300,000 |
| RONALD MCDONALD HOUSE HOUSTON Houston, TX | FUND PROGRAMS | $300,000 |
| BRIGHTER BITES Houston, TX | FUND PROGRAMS | $275,000 |
| TEAM RUBICON Los Angeles, CA | FUND PROGRAMS | $250,000 |
| ST JUDE CHILDREN'S HOSPITAL Memphis, TN | FUND PROGRAMS | $200,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $18,177,300 | $8,922,795 | $7,490,164 | $7,447,000 |
| 2023 | $19,841,385 | $13,715,428 | $6,994,652 | $6,968,500 |
| 2022 | $14,011,324 | $12,745,193 | $6,131,760 | $6,098,025 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $20,875,468 | $18,177,300 | $19,841,385 |
| Revenue | $9,441,705 | $8,922,795 | $13,715,428 |
| Expenses | $6,703,757 | $7,490,164 | $6,994,652 |
| Qualifying Distributions | $6,625,000 | $7,447,000 | $6,968,500 |
| Net Investment Income | $9,420,679 | $2,577,077 | $930,997 |
| Distributable Amount | $1,823,924 | $1,567,426 | $1,333,800 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 2, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 26, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Lawrence G Whalley as President, Mary Whalley as Vice President, and Elizabeth M Taylor as Vice President.
The Whalley Foundation is led by Lawrence G. Whalley, President on every filing since 2019; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Lawrence G. Whalley
President
On filings since 2019
No compensation reported
Elizabeth M. Taylor
Vice President
On filings since 2019
No compensation reported
Mary Whalley
Vice President
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 5 Carsey Lane, Houston, TX 77024
Phone: (832) 594-6499
Frequently asked questions about The Whalley Foundation
How much does The Whalley Foundation give each year?
The Whalley Foundation gave $6.6M across 88 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $7.4M across 89 grants.
What is The Whalley Foundation's typical grant size?
The Whalley Foundation's median grant in 2025 was $32,500, and its average grant was $75,284, across 88 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Whalley Foundation that year got $26K on average.
Where does The Whalley Foundation give grants?
The Whalley Foundation gives mostly in Texas: 81% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was District of Columbia (6%). The most frequent recipient cities were Houston, TX (52 grants), Telluride, CO (5 grants), New York, NY (5 grants) and Dallas, TX (3 grants).
Does The Whalley Foundation give general operating support?
Not in 2025: none of the 88 grants with a stated purpose on The Whalley Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Fund Programs" (82 grants) and "Funds Programs" (5 grants).
Who are The Whalley Foundation's largest grantees?
The Whalley Foundation's largest 2025 grantees include Kids Meals ($400,000), American Red Cross ($400,000) and Houston Food Bank ($400,000), according to its 2025 IRS Form 990-PF. Together they received 18% of its itemized 2025 grant dollars.
How large is The Whalley Foundation?
The Whalley Foundation reported $20.9M in total assets on its 2025 IRS Form 990-PF. It paid out $6.6M in qualifying distributions that year, against a required minimum of $1.8M (roughly 5% of its investment assets).
What does The Whalley Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants show support for organizations working in areas including health, food assistance, education, youth development, and disaster response. For example, Texas Children’s Hospital says its mission is to improve the health of children and women through patient care, education, and research; Target Hunger says it works to alleviate hunger and its root causes in Houston neighborhoods; and Girl Scouts of San Jacinto Council says Girl S…
How do I apply for a grant from The Whalley Foundation?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Whalley Foundation's EIN?
The Whalley Foundation's EIN (Employer Identification Number) is 26-2291525. IRS Form 990 filing data is available on this page for 2019–2025.
Does The Whalley Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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