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
Under IRS private-foundation payout rules, The Whalley Foundation reported a distributable amount of $1.6M for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Texas Children's Hospital ($400,000), Kids Meals ($400,000), American Red Cross ($400,000).
| Recipient | Purpose | Amount |
|---|---|---|
| THE BRIARWOOD SCHOOL HOUSTON, TX | FUND PROGRAMS | $75,000 |
| ST CECILIA CATHOLIC CHURCH HOUSTON, TX | FUND PROGRAMS | $108,000 |
| TEXAS CHILDREN'S HOSPITAL HOUSTON, TX | FUND PROGRAMS | $400,000 |
| THE JUNIOR LEAGUE OF HOUSTON INC HOUSTON, TX | FUND PROGRAMS | $100,000 |
| ST JUDE CHILDREN'S HOSPITAL MEMPHIS, TN | FUND PROGRAMS | $200,000 |
| CASA DE ESPERANZA HOUSTON, TX | FUND PROGRAMS | $25,000 |
| ALZHEIMER'S ASSOCIATION HOUSTON, TX | FUND PROGRAMS | $20,000 |
| DARTMOUTH COLLEGE HANOVER, NH | FUND PROGRAMS | $1,000 |
| MARCH OF DIMES HOUSTON, TX | FUND PROGRAMS | $300,000 |
| STAR OF HOPE HOUSTON, TX | FUND PROGRAMS | $150,000 |
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
Frequently Asked Questions
What does The Whalley Foundation fund?
The foundation's grantmaking priorities include: • **Education** • **Human Services** • **Philanthropy, Voluntarism & Grantmaking** • **Religious Organizations** (faith-based community services)
How do I apply for a grant from The Whalley Foundation?
**Grant Range:** $500 to $1,001,000 • Median grant: $25,000 **Grant Types:** Grants are awarded for general operating support and to fund programs. **Recent Activity:** • 2024: 89 grants awarded • 2023: 89 grants awarded • 2022: 88 grants awarded • 2021: 69 grants awarded Since 2016, the foundation has awarded 371 individual grants totaling over $16 million. **Recent Notable Grants (2024):** • Kinkaid School: $1,001,000 • Kids' Meals: $400,000 • Association of American Red Cross Retirees: $400,…
Where does The Whalley Foundation make grants?
Primary focus: Houston, Texas Secondary focus areas: Texas, Colorado, and New York
What size grants does The Whalley Foundation award?
In 2024, The Whalley Foundation awarded 89 grants totaling $7.4M — an average of about $84K per grant, based on its IRS Form 990 filings.
How much is The Whalley Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Whalley Foundation reported a distributable amount of $1.6M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Whalley Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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